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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 37
增持 41
减持 38
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$70.5M
410,726
+10491%
减持
VTI
VANGUARD INDEX FDS
-$38.1M
4,979
-96%
减持
SGOV
ISHARES TR
-$33.6M
15,374
-96%
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
BND
VANGUARD BD INDEX FDS
+$29.1M
395,909
清仓
SH
PROSHARES TR
-$16.3M
0
-100%
减持
PSQ
PROSHARES TR
-$14.5M
42,139
-90%
减持
QQQ
INVESCO QQQ TR
-$14.3M
11,388
-70%
增持
SPY
SPDR S&P 500 ETF TR
+$8.6M
18,299
+539%
建仓
TBIL
RBB FD INC
+$8.1M
162,622
建仓
FEGE
RBB FUND TRUST
+$8.1M
214,408
减持
OEF
ISHARES TR
-$5.8M
780
-96%
减持
HON
HONEYWELL INTL INC
-$5.8M
4,476
-85%
增持
SHV
ISHARES TR
+$5.7M
61,545
+510%
增持
BIL
SPDR SER TR
+$5.5M
113,940
+109%
增持
V
VISA INC
+$4.7M
13,951
+2017%
增持
CSCO
CISCO SYS INC
+$4.5M
87,829
+460%
减持
SLV
ISHARES SILVER TR
-$4.4M
503,201
-34%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.3M
6,242
-77%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$3.4M
45,171
减持
TLT
ISHARES TR
-$3.3M
4,803
-89%
建仓
VPLS
VANGUARD MALVERN FDS
+$3.2M
41,123
建仓
FEOE
RBB FUND TRUST
+$3.1M
80,000
减持
SIXO
AIM ETF PRODUCTS TRUST
-$2.9M
7,842
-92%
清仓
HAL
HALLIBURTON CO
-$2.0M
0
-100%
清仓
AVGO
BROADCOM INC
-$1.9M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
1,751
-82%
清仓
GDXJ
VANECK ETF TRUST
-$1.6M
0
-100%
清仓
GDX
VANECK ETF TRUST
-$1.6M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
32,739
+105%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.4M
7,178
+153%
建仓
SPDN
DIREXION SHS ETF TR
+$1.3M
114,990
建仓
IBMQ
ISHARES TR
+$1.1M
45,464
建仓
BRO
BROWN & BROWN INC
+$1.1M
8,954
建仓
AFL
AFLAC INC
+$1.0M
9,118
建仓
KMB
KIMBERLY-CLARK CORP
+$966.9K
6,799
建仓
CAH
CARDINAL HEALTH INC
+$948.3K
6,883
建仓
ATO
ATMOS ENERGY CORP
+$940.5K
6,084
建仓
CINF
CINCINNATI FINL CORP
+$932.0K
6,309
减持
NVDA
NVIDIA CORPORATION
-$924.6K
34,068
-1%
清仓
EOG
EOG RES INC
-$914.8K
0
-100%
减持
KOD
KODIAK SCIENCES INC
-$897.7K
100,476
-15%
建仓
TSLA
TESLA INC
+$838.2K
3,234
建仓
—
PENTAIR PLC
+$827.9K
9,464
增持
MO
ALTRIA GROUP INC
+$803.8K
25,321
+85%
建仓
CMS
CMS ENERGY CORP
+$716.7K
9,542
建仓
LNT
ALLIANT ENERGY CORP
+$704.7K
10,951
建仓
PNW
PINNACLE WEST CAP CORP
+$703.6K
7,387
建仓
EVRG
EVERGY INC
+$701.2K
10,170
建仓
—
KELLANOVA
+$687.7K
8,337
清仓
—
AMPLIFY ETF TR
-$667.5K
0
-100%
增持
CTAS
CINTAS CORP
+$634.3K
6,149
+78%
建仓
MJ
AMPLIFY ETF TR
+$614.5K
31,513
清仓
VLO
VALERO ENERGY CORP
-$611.7K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$583.2K
0
-100%
减持
KO
COCA COLA CO
+$576.3K
86,349
-4%
清仓
HST
HOST HOTELS & RESORTS INC
-$571.9K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$567.8K
0
-100%
清仓
ABBV
ABBVIE INC
-$546.7K
0
-100%
增持
META
META PLATFORMS INC
+$527.1K
6,684
+18%
减持
JNJ
JOHNSON & JOHNSON
+$524.2K
35,727
-4%
建仓
HPQ
HP INC
+$513.1K
18,530
清仓
SIL
GLOBAL X FDS
-$511.4K
0
-100%
减持
ORI
OLD REP INTL CORP
-$499.0K
7,144
-67%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$489.4K
6,550
清仓
KKR
KKR & CO INC
-$480.3K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$472.8K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$470.3K
0
-100%
清仓
PFF
ISHARES TR
-$467.6K
0
-100%
增持
AMZN
AMAZON COM INC
-$433.5K
19,194
+3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$424.1K
21,354
-20%
增持
AAPL
APPLE INC
+$415.0K
17,905
+26%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$397.1K
5,360
增持
—
LINDE PLC
+$392.0K
1,662
+82%
增持
DUK
DUKE ENERGY CORP NEW
+$382.2K
7,232
+56%
清仓
—
MEDTRONIC PLC
-$381.3K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$379.4K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$375.1K
0
-100%
建仓
RWM
PROSHARES TR
+$370.8K
17,870
清仓
TJX
TJX COS INC NEW
-$350.0K
0
-100%
增持
TOPT
ISHARES TR
+$338.3K
36,266
+80%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$337.8K
2,974
-61%
清仓
MPC
MARATHON PETE CORP
-$322.8K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$317.1K
23,400
+92%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$312.4K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$298.6K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$298.0K
208
减持
PG
PROCTER AND GAMBLE CO
-$285.6K
29,633
-7%
建仓
MKC
MCCORMICK & CO INC
+$279.7K
3,398
清仓
WING
WINGSTOP INC
-$271.6K
0
-100%
清仓
PII
POLARIS INC
-$270.9K
0
-100%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$259.4K
58,122
-10%
清仓
CASY
CASEYS GEN STORES INC
-$259.2K
0
-100%
建仓
—
GARMIN LTD
+$252.9K
1,165
建仓
—
CHECK POINT SOFTWARE TECH LT
+$247.1K
1,084
清仓
VRSN
VERISIGN INC
-$243.4K
0
-100%
清仓
OKE
ONEOK INC NEW
-$239.2K
0
-100%
建仓
—
BARRICK GOLD CORP
+$236.7K
12,178
建仓
VXUS
VANGUARD STAR FDS
+$233.4K
3,758
清仓
TGT
TARGET CORP
-$230.2K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$224.6K
13,887
+16%
增持
EXC
EXELON CORP
+$222.4K
14,046
+24%
清仓
LOAR
LOAR HOLDINGS INC
-$219.7K
0
-100%
增持
KDP
KEURIG DR PEPPER INC
+$219.4K
22,921
+30%
清仓
ARLU
AIM ETF PRODUCTS TRUST
-$219.4K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$217.3K
423
增持
PEP
PEPSICO INC
+$215.2K
7,793
+24%
建仓
SOLV
SOLVENTUM CORP
+$213.5K
2,808
建仓
NVO
NOVO-NORDISK A S
+$212.1K
3,055
增持
—
JUNIPER NETWORKS INC
+$210.3K
25,452
+34%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$208.0K
73,905
+2%
建仓
D
DOMINION ENERGY INC
+$206.2K
3,678
增持
MMM
3M CO
+$203.9K
11,475
+0%
建仓
WELL
WELLTOWER INC
+$203.6K
1,329
清仓
JANW
AIM ETF PRODUCTS TRUST
-$202.4K
0
-100%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$202.2K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$202.2K
3,383
-45%
增持
AEP
AMERICAN ELEC PWR CO INC
+$194.2K
5,200
+28%
减持
WFC
WELLS FARGO CO NEW
-$183.5K
17,843
-14%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$178.2K
125,698
-5%
减持
WMT
WALMART INC
-$173.5K
17,836
-7%
减持
WK
WORKIVA INC
-$143.6K
3,940
-3%
增持
IBMO
ISHARES TR
+$142.0K
52,806
+11%
减持
GOOG
ALPHABET INC
-$139.9K
1,440
-25%
增持
IBMP
ISHARES TR
+$136.3K
48,379
+12%
减持
FISV
FISERV INC
-$134.5K
6,226
-15%
减持
VRSK
VERISK ANALYTICS INC
-$133.0K
2,553
-21%
增持
—
ISHARES TR
+$132.5K
51,072
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$124.1K
83,796
-7%
增持
CVX
CHEVRON CORP NEW
+$120.8K
2,575
+20%
增持
SCHX
SCHWAB STRATEGIC TR
+$111.1K
95,672
+11%
增持
MSFT
MICROSOFT CORP
+$109.5K
11,688
+15%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$107.3K
29,648
-10%
减持
BSV
VANGUARD BD INDEX FDS
-$105.7K
11,050
-12%
减持
—
EXXON MOBIL CORP
+$100.3K
10,202
-1%
减持
SO
SOUTHERN CO
+$98.2K
10,233
-0%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$78.8K
13,132
+33%
减持
GOOGL
ALPHABET INC
-$73.4K
1,877
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$68.6K
2,394
+18%
增持
BX
BLACKSTONE INC
-$61.2K
1,950
+1%
减持
KNF
KNIFE RIVER CORP
-$53.1K
3,172
-5%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$44.3K
12,451
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$38.1K
13,780
+0%
增持
ONEV
SPDR SER TR
+$38.0K
2,806
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$37.9K
5,393
+5%
增持
CSX
CSX CORP
-$36.8K
13,694
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$35.8K
2,488
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$32.2K
1,918
+5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$31.2K
11,384
-7%
增持
CTVA
CORTEVA INC
+$29.8K
4,869
+0%
减持
COST
COSTCO WHSL CORP NEW
-$27.0K
1,489
-5%
