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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
24Q3 调仓
2024-03-31 → 2024-09-30 · 共 150 项
建仓 18
增持 59
减持 43
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
BND
VANGUARD BD INDEX FDS
+$33.9M
451,968
增持
BIL
SPDR SER TR
+$31.5M
409,344
+516%
减持
SGOV
ISHARES TR
-$31.1M
16,866
-95%
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。
减持
—
PROSHARES TR
-$13.9M
53,773
-96%
增持
HON
HONEYWELL INTL INC
+$5.2M
29,625
+588%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.1M
25,504
+782%
增持
VTI
VANGUARD INDEX FDS
+$4.5M
169,285
+1%
增持
TLT
ISHARES TR
+$4.3M
124,497
+49%
减持
JPM
JPMORGAN CHASE & CO.
-$4.3M
1,909
-92%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$4.2M
133,327
清仓
FANG
DIAMONDBACK ENERGY INC
-$4.0M
0
-100%
减持
SLV
ISHARES SILVER TR
+$4.0M
731,174
-1%
清仓
STLD
STEEL DYNAMICS INC
-$3.8M
0
-100%
清仓
NUE
NUCOR CORP
-$3.5M
0
-100%
减持
WMT
WALMART INC
-$3.5M
14,822
-81%
清仓
CF
CF INDS HLDGS INC
-$3.3M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.7M
5,602
-74%
减持
MPC
MARATHON PETE CORP
-$1.9M
12,303
-36%
建仓
EOG
EOG RES INC
+$1.8M
14,720
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
54,982
+340%
增持
COP
CONOCOPHILLIPS
+$1.7M
18,441
+1032%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
20,053
+2187%
增持
AAPL
APPLE INC
+$1.6M
9,648
+145%
增持
AMZN
AMAZON COM INC
+$1.2M
11,909
+108%
增持
MSFT
MICROSOFT CORP
+$1.1M
7,021
+54%
建仓
AVGO
BROADCOM INC
+$1.1M
6,363
增持
KO
COCA COLA CO
+$1.1M
77,612
+5%
清仓
IBMP
ISHARES TR
-$1.1M
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$939.1K
30,245
清仓
INDA
ISHARES TR
-$894.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$782.1K
6,588
+86%
清仓
AOA
ISHARES TR
-$774.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$753.0K
12,251
+4%
增持
OEF
ISHARES TR
+$730.4K
19,758
+3%
减持
SHV
ISHARES TR
-$609.4K
12,817
-30%
清仓
AMGN
AMGEN INC
-$573.8K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$557.1K
0
-100%
清仓
AOR
ISHARES TR
-$536.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$532.2K
6,296
清仓
HOOD
ROBINHOOD MKTS INC
-$511.5K
0
-100%
建仓
PSQ
PROSHARES TR
+$506.9K
12,851
增持
SCHD
SCHWAB STRATEGIC TR
+$492.8K
32,216
+16%
增持
PG
PROCTER AND GAMBLE CO
+$483.4K
28,132
+4%
增持
JNJ
JOHNSON & JOHNSON
+$480.7K
31,036
+8%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$470.3K
1,699
清仓
HPQ
HP INC
-$460.7K
0
-100%
增持
CSCO
CISCO SYS INC
+$452.1K
15,691
+104%
建仓
BKH
BLACK HILLS CORP
+$447.7K
7,324
增持
MMM
3M CO
+$439.3K
12,155
+5%
增持
GDXJ
VANECK ETF TRUST
+$413.4K
36,498
+3%
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$412.8K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$408.7K
0
-100%
建仓
PII
POLARIS INC
+$387.2K
4,652
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$377.2K
77,880
-1%
清仓
TOST
TOAST INC
-$368.1K
0
-100%
清仓
CELH
CELSIUS HLDGS INC
-$359.5K
0
-100%
建仓
HSY
HERSHEY CO
+$342.8K
1,787
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$342.0K
25,620
建仓
O
REALTY INCOME CORP
+$316.2K
4,986
增持
COST
COSTCO WHSL CORP NEW
+$315.6K
1,732
+4%
清仓
NFLX
NETFLIX INC
-$313.2K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$299.1K
0
-100%
增持
CSX
CSX CORP
+$297.6K
21,195
+81%
减持
KOD
KODIAK SCIENCES INC
-$297.6K
73,257
-21%
减持
GDX
VANECK ETF TRUST
+$296.9K
44,942
-5%
清仓
QRVO
QORVO INC
-$295.2K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$282.0K
5,467
+31%
清仓
—
CONFLUENT INC
-$280.1K
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$277.8K
2,433
-48%
清仓
IWM
ISHARES TR
-$271.5K
0
-100%
建仓
—
HOLOGIC INC
+$265.4K
3,258
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$258.2K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$253.5K
15,582
-23%
建仓
RTX
RTX CORPORATION
+$249.5K
2,059
清仓
VOO
VANGUARD INDEX FDS
-$240.9K
0
-100%
清仓
—
ENVVENO MEDICAL CORPORATION
-$237.5K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$222.8K
1,283
清仓
AMD
ADVANCED MICRO DEVICES INC
-$221.6K
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$220.7K
3,660
+14%
减持
PEP
PEPSICO INC
-$216.5K
6,432
-14%
建仓
KDP
KEURIG DR PEPPER INC
+$215.8K
5,757
增持
ABBV
ABBVIE INC
+$214.3K
2,931
+46%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$210.3K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$209.8K
0
-100%
清仓
MCD
MCDONALDS CORP
-$202.0K
0
-100%
建仓
QLYS
QUALYS INC
+$200.3K
1,559
减持
SO
SOUTHERN CO
+$190.6K
11,063
-2%
减持
WFC
WELLS FARGO CO NEW
-$186.0K
21,260
-11%
增持
SCHX
SCHWAB STRATEGIC TR
+$178.4K
29,389
+0%
增持
FISV
FISERV INC
+$172.7K
7,171
+3%
增持
META
META PLATFORMS INC
+$145.1K
1,332
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$136.2K
4,531
+13%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$134.4K
42,639
-2%
增持
CTAS
CINTAS CORP
+$132.4K
3,821
+301%
增持
ED
CONSOLIDATED EDISON INC
+$131.7K
5,291
+15%
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$127.2K
0
-100%
清仓
NMR
NOMURA HLDGS INC
-$118.0K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$115.4K
5,456
+10%
减持
RUM
RUMBLE INC
-$109.1K
15,125
-36%
增持
—
MEDTRONIC PLC
+$96.8K
4,627
+26%
减持
SIL
GLOBAL X FDS
+$91.7K
15,556
-6%
增持
IBMO
ISHARES TR
+$90.5K
47,988
+7%
减持
CEG
CONSTELLATION ENERGY CORP
-$78.5K
1,344
-42%
减持
WK
WORKIVA INC
-$75.7K
4,146
-13%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$74.0K
7,421
+14%
增持
SCHB
SCHWAB STRATEGIC TR
+$72.4K
8,526
+5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$62.5K
3,824
+29%
减持
SPY
SPDR S&P 500 ETF TR
+$57.7K
1,525
-2%
减持
TGT
TARGET CORP
-$57.7K
1,545
-8%
减持
UNP
UNION PAC CORP
-$53.0K
1,432
-13%
减持
—
EXXON MOBIL CORP
-$52.9K
10,912
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$52.1K
1,530
-1%
减持
MDLZ
MONDELEZ INTL INC
-$49.6K
12,286
-10%
增持
—
GARMIN LTD
+$48.7K
1,595
+2%
减持
IDXX
IDEXX LABS INC
-$46.7K
442
-12%
减持
NVO
NOVO-NORDISK A S
-$45.8K
2,360
-7%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$39.5K
863
+5%
增持
BX
BLACKSTONE INC
+$39.4K
1,699
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$39.2K
3,361
+0%
减持
ORI
OLD REP INTL CORP
+$35.3K
23,573
-9%
减持
LLY
ELI LILLY & CO
-$32.5K
319
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.2K
2,368
-1%
减持
CASY
CASEYS GEN STORES INC
+$29.6K
644
-3%
增持
GOOG
ALPHABET INC
+$29.4K
1,931
+0%
增持
EXC
EXELON CORP
+$29.2K
6,809
+4%
减持
MO
ALTRIA GROUP INC
+$25.6K
12,840
-11%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$25.1K
12,568
-10%
减持
BSV
VANGUARD BD INDEX FDS
-$24.6K
13,987
-5%
增持
PFF
ISHARES TR
+$24.1K
14,569
+2%
增持
IWV
ISHARES TR
+$23.2K
848
+0%
增持
VRSN
VERISIGN INC
+$23.0K
1,862
+7%
减持
NOBL
PROSHARES TR
-$21.4K
4,464
-9%
增持
UPS
UNITED PARCEL SERVICE INC
-$20.8K
2,087
+2%
增持
ONEV
SPDR SER TR
+$20.2K
2,714
+1%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$19.5K
7,561
+0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$18.4K
4,706
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$18.0K
2,202
+1%
增持
GGG
GRACO INC
-$17.1K
3,178
+1%
增持
CVX
CHEVRON CORP NEW
-$13.2K
2,123
+3%
增持
KHC
KRAFT HEINZ CO
+$12.8K
10,689
+9%
减持
VXUS
VANGUARD STAR FDS
-$12.0K
3,255
-12%
减持
—
QURATE RETAIL INC
-$11.1K
16,000
-6%
增持
MVO
MV OIL TR
-$9.5K
12,525
+4%
增持
V
VISA INC
+$9.0K
775
+6%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$7.7K
2,652
+5%
减持
—
ISHARES TR
+$7.2K
47,018
-0%
增持
CTVA
CORTEVA INC
+$7.1K
4,842
+1%
减持
—
ISHARES TR
+$6.7K
48,316
-0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.0K
1,459
-7%
减持
WING
WINGSTOP INC
+$5.8K
1,061
-11%
