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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 51
减持 52
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$70.5M
3,663
-99%
增持
QQQ
INVESCO QQQ TR
+$31.3M
66,379
+483%
增持
VTI
VANGUARD INDEX FDS
+$27.5M
94,983
+1808%
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。
增持
OEF
ISHARES TR
+$26.9M
89,011
+11312%
清仓
FEGE
RBB FUND TRUST
-$8.1M
0
-100%
建仓
QLD
PROSHARES TR
+$6.7M
57,163
建仓
SSO
PROSHARES TR
+$6.3M
64,118
增持
META
META PLATFORMS INC
+$5.1M
12,148
+82%
清仓
VBIL
VANGUARD INSTL INDEX FD
-$3.4M
0
-100%
增持
TSLA
TESLA INC
+$3.4M
13,284
+311%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
21,992
+20%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$3.3M
23,348
清仓
VPLS
VANGUARD MALVERN FDS
-$3.2M
0
-100%
清仓
FEOE
RBB FUND TRUST
-$3.1M
0
-100%
建仓
DIS
DISNEY WALT CO
+$3.0M
24,015
增持
NVDA
NVIDIA CORPORATION
+$2.6M
40,046
+18%
建仓
NKE
NIKE INC
+$2.6M
36,922
建仓
INTC
INTEL CORP
+$2.4M
109,218
建仓
FDX
FEDEX CORP
+$2.3M
9,899
增持
UPS
UNITED PARCEL SERVICE INC
+$2.2M
24,052
+867%
增持
MSFT
MICROSOFT CORP
+$1.9M
12,626
+8%
增持
AMZN
AMAZON COM INC
+$1.9M
25,154
+31%
清仓
PSQ
PROSHARES TR
-$1.7M
0
-100%
增持
CSCO
CISCO SYS INC
+$1.6M
101,391
+15%
清仓
SPDN
DIREXION SHS ETF TR
-$1.3M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
11,966
-63%
清仓
BRO
BROWN & BROWN INC
-$1.1M
0
-100%
建仓
IONQ
IONQ INC
+$1.1M
25,407
减持
CTAS
CINTAS CORP
-$1.1M
949
-85%
减持
SHV
ISHARES TR
-$952.4K
52,942
-14%
清仓
ATO
ATMOS ENERGY CORP
-$940.5K
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$932.0K
0
-100%
建仓
RGTI
RIGETTI COMPUTING INC
+$908.8K
76,627
清仓
DUK
DUKE ENERGY CORP NEW
-$882.1K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$845.9K
4,948
+244%
增持
V
VISA INC
+$839.6K
16,135
+16%
建仓
TMFC
RBB FD INC
+$822.9K
12,756
减持
AFL
AFLAC INC
-$807.4K
1,958
-79%
减持
TMUS
T-MOBILE US INC
-$789.4K
2,719
-50%
减持
WMT
WALMART INC
-$733.0K
8,517
-52%
减持
CAH
CARDINAL HEALTH INC
-$730.3K
1,298
-81%
清仓
CMS
CMS ENERGY CORP
-$716.7K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$704.7K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$703.6K
0
-100%
清仓
EVRG
EVERGY INC
-$701.2K
0
-100%
减持
MO
ALTRIA GROUP INC
-$694.0K
14,085
-44%
清仓
—
KELLANOVA
-$687.7K
0
-100%
减持
BIL
SPDR SERIES TRUST
-$686.2K
106,460
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$632.9K
3,118
-50%
减持
—
PENTAIR PLC
-$625.4K
1,973
-79%
增持
TBIL
RBB FD INC
+$618.6K
175,044
+8%
减持
KMB
KIMBERLY-CLARK CORP
-$618.1K
2,706
-60%
清仓
MJ
AMPLIFY ETF TR
-$614.5K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$603.2K
26,185
+23%
减持
FISV
FISERV INC
-$602.8K
4,478
-28%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$489.4K
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$479.6K
3,979
+56%
增持
TOPT
ISHARES TR
+$467.2K
48,774
+34%
增持
PG
PROCTER AND GAMBLE CO
+$438.5K
34,449
+16%
减持
KO
COCA COLA CO
-$432.9K
81,292
-6%
增持
—
LINDE PLC
+$428.5K
2,563
+54%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$405.2K
73,058
-1%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$402.2K
0
-100%
清仓
HHH
HOWARD HUGHES HOLDINGS INC
-$397.1K
0
-100%
增持
EXC
EXELON CORP
+$396.6K
24,040
+71%
增持
AAPL
APPLE INC
+$392.0K
21,295
+19%
清仓
RWM
PROSHARES TR
-$370.8K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$370.7K
7,419
+3467%
清仓
EA
ELECTRONIC ARTS INC
-$349.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$346.3K
36,521
+2%
减持
MDLZ
MONDELEZ INTL INC
-$341.6K
8,906
-36%
增持
SCHX
SCHWAB STRATEGIC TR
+$341.5K
100,406
+5%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$330.5K
2,892
增持
KOD
KODIAK SCIENCES INC
+$327.9K
163,465
+63%
建仓
XEL
XCEL ENERGY INC
+$324.8K
4,769
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$323.8K
2,713
+55%
建仓
VRSN
VERISIGN INC
+$301.2K
1,043
增持
—
JUNIPER NETWORKS INC
+$292.2K
30,386
+19%
建仓
NFLX
NETFLIX INC
+$286.6K
214
减持
PEP
PEPSICO INC
-$277.2K
6,750
-13%
增持
AEP
AMERICAN ELEC PWR CO INC
+$272.9K
8,106
+56%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$271.2K
6,232
-13%
减持
HON
HONEYWELL INTL INC
-$264.9K
2,932
-34%
减持
BND
VANGUARD BD INDEX FDS
-$259.4K
391,417
-1%
减持
SLV
ISHARES SILVER TR
-$257.5K
467,441
-7%
清仓
—
GARMIN LTD
-$252.9K
0
-100%
清仓
—
BARRICK GOLD CORP
-$236.7K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$234.6K
626
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$233.4K
1,617
建仓
HCMT
DIREXION SHS ETF TR
+$230.0K
7,061
清仓
SON
SONOCO PRODS CO
-$221.9K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$217.2K
405
清仓
D
DOMINION ENERGY INC
-$206.2K
0
-100%
建仓
KKR
KKR & CO INC
+$205.9K
1,548
清仓
WELL
WELLTOWER INC
-$203.6K
0
-100%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$203.6K
5,500
减持
BSV
VANGUARD BD INDEX FDS
-$202.7K
8,416
-24%
增持
QUBT
QUANTUM COMPUTING INC
+$180.5K
14,725
+16%
减持
—
EXXON MOBIL CORP
-$169.5K
9,683
-5%
减持
HPQ
HP INC
-$155.9K
14,601
-21%
减持
COST
COSTCO WHSL CORP NEW
-$155.5K
1,265
-15%
增持
WFC
WELLS FARGO CO NEW
+$148.9K
17,846
+0%
减持
TLT
ISHARES TR
-$148.1K
3,275
-32%
减持
CVX
CHEVRON CORP NEW
-$116.7K
2,194
-15%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$111.0K
30,785
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$110.7K
14,333
+4%
增持
IBMQ
ISHARES TR
+$109.8K
49,569
+9%
增持
IBMP
ISHARES TR
+$99.7K
52,178
+8%
减持
SO
SOUTHERN CO
-$93.2K
9,231
-10%
减持
BKH
BLACK HILLS CORP
-$84.2K
5,975
-14%
增持
—
ISHARES TR
+$68.8K
53,617
+5%
增持
IBMO
ISHARES TR
+$67.8K
55,323
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$63.1K
1,841
-4%
增持
CSX
CSX CORP
+$56.8K
14,092
+3%
减持
WK
WORKIVA INC
-$56.8K
3,540
-10%
减持
MMM
3M CO
+$55.9K
11,436
-0%
增持
GOOG
ALPHABET INC
+$55.6K
1,581
+10%
增持
NVO
NOVO-NORDISK A S
+$52.3K
3,831
+25%
增持
GOOGL
ALPHABET INC
+$44.7K
1,901
+1%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$41.7K
10,705
-14%
减持
KNF
KNIFE RIVER CORP
-$40.2K
3,012
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$34.7K
1,629
+5%
减持
VXUS
VANGUARD STAR FDS
-$32.0K
2,915
-22%
减持
NEE
NEXTERA ENERGY INC
-$31.5K
3,001
-11%
减持
GGG
GRACO INC
-$31.1K
3,007
-13%
增持
SCHD
SCHWAB STRATEGIC TR
-$30.2K
87,272
+4%
减持
NOBL
PROSHARES TR
-$28.6K
3,801
-6%
增持
VOO
VANGUARD INDEX FDS
+$28.6K
433
+2%
减持
RUM
RUMBLE INC
+$27.1K
14,925
-1%
减持
MKC
MCCORMICK & CO INC
-$26.4K
3,341
-2%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$25.3K
6,714
-14%
减持
IWV
ISHARES TR
+$22.7K
750
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$21.2K
23,046
-2%
增持
BX
BLACKSTONE INC
+$20.8K
1,962
+1%
增持
ONEV
SPDR SERIES TRUST
+$20.1K
2,911
+4%
增持
KDP
KEURIG DR PEPPER INC
-$19.0K
23,150
+1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$16.8K
120,498
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$15.2K
5,394
+0%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$14.1K
2,981
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.7K
818
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.9K
2,097
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$9.6K
4,866
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.6K
2,237
-7%
减持
EVCM
EVERCOMMERCE INC
-$5.6K
21,780
-6%
增持
ORI
OLD REP INTL CORP
-$4.6K
7,169
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$4.3K
21,723
-9%
减持
SGOV
ISHARES TR
-$4.2K
15,330
-0%
增持
—
CHECK POINT SOFTWARE TECH LT
+$3.2K
1,131
+4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$2.9K
10,814
-5%
清仓
—
QVC GROUP INC
-$2.8K
0
-100%
