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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 147 项
建仓 24
增持 56
减持 50
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
BND
VANGUARD BD INDEX FDS
-$33.9M
0
-100%
增持
SGOV
ISHARES TR
+$33.5M
350,582
+1979%
减持
BIL
SPDR SER TR
-$32.6M
54,643
-87%
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
SH
PROSHARES TR
+$16.3M
385,619
增持
PSQ
PROSHARES TR
+$15.7M
433,037
+3270%
增持
QQQ
INVESCO QQQ TR
+$13.6M
38,360
+213%
减持
TLT
ISHARES TR
-$8.5M
42,378
-66%
减持
VTI
VANGUARD INDEX FDS
-$8.4M
136,287
-19%
增持
META
META PLATFORMS INC
+$2.6M
5,679
+326%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
34,379
+71%
建仓
HAL
HALLIBURTON CO
+$2.0M
73,157
增持
AMZN
AMAZON COM INC
+$1.9M
18,622
+56%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
9,943
+675%
减持
MPC
MARATHON PETE CORP
-$1.7M
2,314
-81%
减持
COP
CONOCOPHILLIPS
-$1.6M
3,826
-79%
增持
AAPL
APPLE INC
+$1.3M
14,225
+47%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$1.3M
132,636
清仓
—
ISHARES TR
-$1.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.3M
10,150
+45%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$1.1M
97,053
-27%
建仓
IBMP
ISHARES TR
+$1.1M
43,225
增持
KOD
KODIAK SCIENCES INC
+$988.3K
118,546
+62%
减持
EOG
EOG RES INC
-$894.7K
7,463
-49%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$860.7K
26,836
+72%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$835.8K
15,993
-71%
增持
SPY
SPDR S&P 500 ETF TR
+$804.5K
2,865
+88%
增持
AVGO
BROADCOM INC
+$784.5K
8,119
+28%
增持
SLV
ISHARES SILVER TR
-$782.4K
759,218
+4%
建仓
—
JUNIPER NETWORKS INC
+$710.8K
18,979
建仓
—
AMPLIFY ETF TR
+$667.5K
298,006
建仓
VLO
VALERO ENERGY CORP
+$611.7K
4,990
增持
HON
HONEYWELL INTL INC
+$587.1K
29,709
+0%
清仓
—
PROSHARES TR
-$583.4K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$583.2K
9,640
建仓
HST
HOST HOTELS & RESORTS INC
+$571.9K
32,644
增持
OEF
ISHARES TR
+$553.6K
20,849
+6%
增持
WMT
WALMART INC
+$542.5K
19,251
+30%
建仓
TOPT
ISHARES TR
+$525.6K
20,168
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$510.1K
13,723
建仓
KKR
KKR & CO INC
+$480.3K
3,247
建仓
ANET
ARISTA NETWORKS INC
+$470.3K
4,255
增持
PG
PROCTER AND GAMBLE CO
+$463.1K
31,826
+13%
建仓
—
LINDE PLC
+$381.9K
912
清仓
KHC
KRAFT HEINZ CO
-$375.3K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$374.1K
4,056
增持
JNJ
JOHNSON & JOHNSON
+$371.1K
37,344
+20%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$361.2K
2,840
+67%
建仓
TJX
TJX COS INC NEW
+$350.0K
2,897
增持
KDP
KEURIG DR PEPPER INC
+$349.2K
17,589
+206%
清仓
HSY
HERSHEY CO
-$342.8K
0
-100%
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$342.0K
0
-100%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$335.4K
9,837
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$323.9K
3,878
-31%
清仓
O
REALTY INCOME CORP
-$316.2K
0
-100%
减持
SHV
ISHARES TR
-$306.8K
10,092
-21%
减持
CSX
CSX CORP
-$292.0K
13,629
-36%
清仓
LLY
ELI LILLY & CO
-$282.4K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$281.0K
0
-100%
清仓
—
GARMIN LTD
-$280.7K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$267.7K
0
-100%
清仓
—
HOLOGIC INC
-$265.4K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$263.5K
20,849
-2%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$256.5K
64,543
+51%
增持
SCHD
SCHWAB STRATEGIC TR
-$256.2K
90,300
+180%
清仓
RTX
RTX CORPORATION
-$249.5K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$245.9K
12,209
建仓
OKE
ONEOK INC NEW
+$239.2K
2,382
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$233.7K
26,712
+5%
清仓
IDXX
IDEXX LABS INC
-$223.3K
0
-100%
增持
FISV
FISERV INC
+$221.2K
7,348
+2%
建仓
LOAR
LOAR HOLDINGS INC
+$219.7K
2,972
建仓
ARLU
AIM ETF PRODUCTS TRUST
+$219.4K
8,053
清仓
VXUS
VANGUARD STAR FDS
-$210.7K
0
-100%
建仓
QUBT
QUANTUM COMPUTING INC
+$210.6K
12,725
增持
GDX
VANECK ETF TRUST
-$204.6K
46,741
+4%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$202.4K
6,017
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$202.2K
5,687
清仓
QLYS
QUALYS INC
-$200.3K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$187.5K
12,014
-2%
减持
MMM
3M CO
-$180.3K
11,474
-6%
减持
WING
WINGSTOP INC
-$169.9K
956
-10%
减持
—
EXXON MOBIL CORP
-$166.0K
10,347
-5%
增持
GDXJ
VANECK ETF TRUST
-$162.7K
37,865
+4%
减持
CTAS
CINTAS CORP
-$157.0K
3,446
-10%
减持
SO
SOUTHERN CO
-$155.0K
10,237
-7%
增持
EXC
EXELON CORP
+$148.7K
11,287
+66%
减持
PEP
PEPSICO INC
-$140.5K
6,269
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$130.0K
12,563
-10%
清仓
MVO
MV OIL TR
-$118.6K
0
-100%
增持
PII
POLARIS INC
-$116.4K
4,701
+1%
减持
WK
WORKIVA INC
+$114.7K
4,043
-2%
减持
GOOGL
ALPHABET INC
-$114.6K
1,921
-33%
减持
VRSN
VERISIGN INC
-$110.3K
1,176
-37%
减持
CEG
CONSTELLATION ENERGY CORP
-$106.2K
1,087
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$105.8K
1,787
+17%
减持
COST
COSTCO WHSL CORP NEW
-$100.0K
1,566
-10%
减持
PM
PHILIP MORRIS INTL INC
-$95.9K
4,717
-14%
增持
CSCO
CISCO SYS INC
+$94.0K
15,694
+0%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$92.5K
72,241
-7%
减持
NEE
NEXTERA ENERGY INC
-$90.2K
6,165
-2%
减持
NOBL
PROSHARES TR
-$90.2K
3,881
-13%
减持
VRSK
VERISK ANALYTICS INC
-$87.9K
3,242
-11%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$86.7K
32,805
+8%
增持
ED
CONSOLIDATED EDISON INC
-$78.2K
5,298
+0%
增持
BX
BLACKSTONE INC
+$73.7K
1,936
+14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$73.1K
2,022
-15%
增持
—
LYONDELLBASELL INDUSTRIES N
-$68.1K
4,021
+5%
增持
MO
ALTRIA GROUP INC
+$60.6K
13,692
+7%
减持
TMUS
T-MOBILE US INC
+$60.0K
6,431
-2%
减持
ORI
OLD REP INTL CORP
-$55.8K
21,531
-9%
减持
XLU
SELECT SECTOR SPDR TR
-$53.3K
5,118
-6%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$48.7K
7,606
+2%
减持
GOOG
ALPHABET INC
+$42.1K
1,916
-1%
减持
KNF
KNIFE RIVER CORP
+$36.8K
3,338
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$35.9K
1,829
-4%
增持
—
MEDTRONIC PLC
-$35.3K
4,773
+3%
减持
ONEV
SPDR SER TR
-$34.5K
2,533
-7%
增持
SIL
GLOBAL X FDS
-$34.5K
16,096
+3%
增持
ABBV
ABBVIE INC
-$32.0K
3,077
+5%
减持
BKH
BLACK HILLS CORP
-$30.9K
7,122
-3%
增持
KO
COCA COLA CO
+$30.8K
90,073
+16%
增持
SCHB
SCHWAB STRATEGIC TR
-$30.7K
23,630
+177%
减持
IWV
ISHARES TR
-$26.7K
750
-12%
增持
SCHG
SCHWAB STRATEGIC TR
+$24.9K
13,459
+300%
增持
UPS
UNITED PARCEL SERVICE INC
+$24.9K
2,454
+18%
减持
IBMO
ISHARES TR
-$23.4K
47,436
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$22.5K
4,640
+2%
增持
SON
SONOCO PRODS CO
-$22.0K
4,809
+2%
增持
UNP
UNION PAC CORP
-$21.3K
1,455
+2%
减持
—
ISHARES TR
-$19.8K
46,352
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$19.4K
12,178
-3%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$19.2K
12,675
-5%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$18.0K
5,208
+11%
增持
CASY
CASEYS GEN STORES INC
+$17.4K
654
+2%
增持
PFF
ISHARES TR
-$16.5K
14,872
+2%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$15.5K
7,571
+0%
减持
EVCM
EVERCOMMERCE INC
+$14.8K
23,243
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$11.5K
831
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.0K
2,126
-3%
增持
TGT
TARGET CORP
-$10.5K
1,703
+10%
减持
GPRO
GOPRO INC
-$9.7K
15,700
-20%
增持
GGG
GRACO INC
-$9.5K
3,187
+0%
增持
CTVA
CORTEVA INC
-$8.1K
4,856
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.3K
86,340
+194%
减持
V
VISA INC
-$4.6K
659
-15%
增持
CVX
CHEVRON CORP NEW
-$2.7K
2,140
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.0K
1,402
-4%
