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RIA Advisory Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RIA Advisory Group LLC
报告期 2026-03-31 · CIK 0001958384
持仓数
145
前50大市值合计
$370.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 68
增持 11
减持 12
清仓 59
方向
标的
Δ市值
现股数(环比)
清仓
CWB
SPDR SER TR
-$74.1M
0
-100%
清仓
SHY
ISHARES TR
-$43.8M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$42.3M
167,306
+730%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
SGOV
ISHARES TR
+$32.8M
325,747
增持
SLV
ISHARES SILVER TR
+$14.5M
737,854
+3532%
建仓
—
PROSHARES TR
+$14.5M
1,220,273
清仓
ICSH
ISHARES TR
-$9.9M
0
-100%
建仓
TLT
ISHARES TR
+$7.9M
83,549
清仓
VPU
VANGUARD WORLD FDS
-$6.9M
0
-100%
建仓
BIL
SPDR SER TR
+$6.1M
66,427
减持
IDXX
IDEXX LABS INC
-$5.7M
500
-99%
减持
IWM
ISHARES TR
-$5.6M
1,291
-98%
建仓
QQQ
INVESCO QQQ TR
+$5.2M
11,771
清仓
DIS
DISNEY WALT CO
-$5.1M
0
-100%
清仓
MED
MEDIFAST INC
-$5.0M
0
-100%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$4.9M
7,555
-40%
建仓
OEF
ISHARES TR
+$4.7M
19,151
建仓
WMT
WALMART INC
+$4.7M
77,776
建仓
JPM
JPMORGAN CHASE & CO
+$4.7M
23,329
清仓
REAL
THE REALREAL INC
-$4.7M
0
-100%
清仓
OILK
PROSHARES TR
-$4.7M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$4.5M
28,756
建仓
KO
COCA COLA CO
+$4.5M
73,744
增持
PG
PROCTER AND GAMBLE CO
+$4.1M
27,051
+789%
建仓
MPC
MARATHON PETE CORP
+$3.9M
19,211
建仓
STLD
STEEL DYNAMICS INC
+$3.8M
25,745
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7M
21,597
增持
FANG
DIAMONDBACK ENERGY INC
+$3.4M
20,336
+380%
增持
NUE
NUCOR CORP
+$3.2M
17,801
+539%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.1M
78,908
+944%
增持
CF
CF INDS HLDGS INC
+$3.0M
39,642
+1045%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
建仓
SHV
ISHARES TR
+$2.0M
18,341
建仓
MSFT
MICROSOFT CORP
+$1.9M
4,570
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
27,662
+395%
清仓
MSTR
MICROSTRATEGY INC
-$1.9M
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.8M
29,257
清仓
SCHA
SCHWAB STRATEGIC TR
-$1.7M
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.6M
3,354
-87%
建仓
GDX
VANECK ETF TRUST
+$1.5M
47,208
建仓
WFC
WELLS FARGO CO NEW
+$1.4M
23,930
清仓
FDX
FEDEX CORP
-$1.4M
0
-100%
建仓
—
EXXON MOBIL CORP
+$1.3M
11,459
建仓
PEP
PEPSICO INC
+$1.3M
7,487
建仓
—
ISHARES TR
+$1.3M
48,338
建仓
—
ISHARES TR
+$1.2M
47,102
清仓
—
WELLS FARGO CO NEW
-$1.2M
0
-100%
减持
AMGN
AMGEN INC
-$1.2M
2,018
-67%
增持
—
PERSPECTIVE THERAPEUTICS INC
-$1.2M
106,853
+1313%
清仓
KMI
KINDER MORGAN INC DEL
-$1.1M
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$1.1M
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.1M
14,677
建仓
FISV
FISERV INC
+$1.1M
6,980
清仓
HYG
ISHARES TR
-$1.1M
0
-100%
建仓
IBMP
ISHARES TR
+$1.1M
42,301
清仓
MDB
MONGODB INC
-$1.0M
0
-100%
清仓
OKE
ONEOK INC NEW
-$967.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$954.7K
13,639
清仓
SPYG
SPDR SER TR
-$907.9K
0
-100%
建仓
INDA
ISHARES TR
+$894.0K
17,328
建仓
HON
HONEYWELL INTL INC
+$884.1K
4,307
清仓
VZ
VERIZON COMMUNICATIONS INC
-$873.8K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$817.0K
1,562
建仓
IBIT
ISHARES BITCOIN TR
+$816.4K
20,174
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$810.5K
2,392
-93%
建仓
ORI
OLD REP INTL CORP
+$799.7K
26,032
建仓
NVDA
NVIDIA CORPORATION
+$792.4K
877
清仓
VSEC
VSE CORP
-$712.5K
0
-100%
清仓
DVY
ISHARES TR
-$701.2K
0
-100%
清仓
OXY/WS
OCCIDENTAL PETE CORP
-$657.5K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$654.1K
0
-100%
清仓
PLAB
PHOTRONICS INC
-$652.9K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$650.3K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$638.1K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$635.9K
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$626.8K
4,724
建仓
META
META PLATFORMS INC
+$617.6K
1,272
清仓
AOM
ISHARES TR
-$585.2K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$577.5K
3,538
清仓
—
PROSHARES TR
-$569.6K
0
-100%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$562.4K
6,529
-99%
清仓
HRL
HORMEL FOODS CORP
-$559.4K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$557.1K
4,307
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$552.5K
2,893
清仓
—
NXP SEMICONDUCTORS N V
-$537.3K
0
-100%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$535.8K
13,928
增持
VRSK
VERISK ANALYTICS INC
+$535.1K
3,224
+195%
减持
AOR
ISHARES TR
-$533.9K
9,629
-38%
清仓
DUOL
DUOLINGO INC
-$531.6K
0
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$514.3K
1,571
-93%
减持
MO
ALTRIA GROUP INC
-$514.3K
14,436
-49%
建仓
HOOD
ROBINHOOD MKTS INC
+$511.5K
25,408
清仓
DOW
DOW INC
-$505.1K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$500.6K
0
-100%
建仓
NOBL
PROSHARES TR
+$497.9K
4,910
建仓
SCHB
SCHWAB STRATEGIC TR
+$494.7K
8,103
清仓
LNC
LINCOLN NATL CORP IND
-$494.2K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$493.8K
0
-100%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$489.6K
13,680
建仓
KOD
KODIAK SCIENCES INC
+$488.8K
92,931
建仓
GOOGL
ALPHABET INC
+$483.1K
3,201
清仓
HAPN
LENDINGCLUB CORP
-$472.1K
0
-100%
建仓
HPQ
HP INC
+$460.7K
15,244
建仓
PFF
ISHARES TR
+$460.1K
14,274
建仓
SIL
GLOBAL X FDS
+$454.1K
16,538
增持
SO
SOUTHERN CO
+$452.7K
11,250
+77%
清仓
IWD
ISHARES TR
-$445.2K
0
-100%
建仓
WING
WINGSTOP INC
+$435.7K
1,189
建仓
CSX
CSX CORP
+$434.2K
11,714
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$432.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$430.2K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$428.1K
2,316
清仓
URA
GLOBAL X FDS
-$426.6K
0
-100%
减持
AOA
ISHARES TR
-$417.0K
10,542
-77%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$412.8K
6,662
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$408.7K
362
建仓
UNP
UNION PAC CORP
+$406.0K
1,651
建仓
WK
WORKIVA INC
+$403.7K
4,761
清仓
UAL
UNITED AIRLS HLDGS INC
-$401.3K
0
-100%
清仓
—
EVERI HLDGS INC
-$399.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$394.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$386.2K
3,994
建仓
CSCO
CISCO SYS INC
+$383.0K
7,673
建仓
PM
PHILIP MORRIS INTL INC
+$381.7K
4,166
清仓
WINA
WINMARK CORP
-$380.1K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$369.6K
0
-100%
建仓
TOST
TOAST INC
+$368.1K
14,770
减持
UPS
UNITED PARCEL SERVICE INC
-$367.5K
2,054
-89%
建仓
ABBV
ABBVIE INC
+$364.5K
2,002
建仓
KHC
KRAFT HEINZ CO
+$362.5K
9,825
清仓
—
NUSTAR ENERGY LP
-$346.8K
0
-100%
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$344.3K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$339.2K
0
-100%
建仓
ONEV
SPDR SER TR
+$332.1K
2,675
建仓
VRSN
VERISIGN INC
+$330.7K
1,745
建仓
NVO
NOVO-NORDISK A S
+$326.8K
2,545
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$325.5K
819
建仓
XLU
SELECT SECTOR SPDR TR
+$325.3K
4,955
清仓
—
ETF MANAGERS TR
-$324.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$319.9K
3,670
清仓
VOD
VODAFONE GROUP PLC NEW
-$319.8K
0
-100%
清仓
—
UDEMY INC
-$319.4K
0
-100%
清仓
—
UNITED STS NAT GAS FD LP
-$316.8K
0
-100%
建仓
LLY
ELI LILLY & CO
+$315.0K
405
建仓
NFLX
NETFLIX INC
+$313.2K
516
清仓
XLF
SELECT SECTOR SPDR TR
-$312.7K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$310.1K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$308.6K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$307.2K
0
-100%
清仓
MDYV
SPDR SER TR
-$304.9K
0
-100%
