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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 58
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SLV
ISHARES SILVER TR
+$9.9M
596,385
+28%
清仓
TBIL
RBB FD INC
-$8.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$6.6M
6,409
-94%
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
VZ
VERIZON COMMUNICATIONS INC
+$6.5M
148,786
建仓
MCD
MCDONALDS CORP
+$6.2M
20,314
减持
JNJ
JOHNSON & JOHNSON
-$5.3M
1,754
-95%
增持
BIL
SPDR SERIES TRUST
+$5.2M
163,396
+53%
增持
VTI
VANGUARD INDEX FDS
+$3.7M
99,125
+4%
增持
OEF
ISHARES TR
+$3.6M
92,158
+4%
建仓
GDX
VANECK ETF TRUST
+$3.4M
44,566
建仓
VPLS
VANGUARD MALVERN FDS
+$3.4M
43,147
建仓
GDXJ
VANECK ETF TRUST
+$2.5M
25,722
建仓
ETHA
ISHARES ETHEREUM TR
+$2.2M
71,364
建仓
ADBE
ADOBE INC
+$2.1M
6,022
增持
KOD
KODIAK SCIENCES INC
+$2.1M
166,534
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.1M
3,761
-84%
增持
BND
VANGUARD BD INDEX FDS
+$1.9M
412,430
+5%
建仓
SPYM
SPDR SERIES TRUST
+$1.7M
21,284
减持
TSLA
TESLA INC
+$1.6M
13,078
-2%
增持
AAPL
APPLE INC
+$1.6M
23,258
+9%
增持
INTC
INTEL CORP
+$1.3M
111,574
+2%
建仓
BOXX
EA SERIES TRUST
+$1.2M
10,967
清仓
—
JUNIPER NETWORKS INC
-$1.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
39,939
-0%
减持
QQQ
INVESCO QQQ TR
+$1.1M
62,778
-5%
建仓
SIL
GLOBAL X FDS
+$950.2K
13,265
增持
SSO
PROSHARES TR
+$935.7K
64,223
+0%
减持
QLD
PROSHARES TR
+$741.2K
54,445
-5%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$700.3K
1,714
-65%
增持
MSFT
MICROSOFT CORP
+$659.8K
13,399
+6%
增持
EXC
EXELON CORP
+$584.8K
36,184
+51%
增持
XEL
XCEL ENERGY INC
+$567.4K
11,062
+132%
增持
AEP
AMERICAN ELEC PWR CO INC
+$565.1K
12,500
+54%
增持
HCMT
DIREXION SHS ETF TR
+$482.9K
19,017
+169%
清仓
CSX
CSX CORP
-$459.8K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$456.3K
23,298
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$452.8K
11,424
-5%
建仓
QTUM
ETF SER SOLUTIONS
+$449.0K
4,280
建仓
XT
ISHARES TR
+$439.6K
6,111
建仓
SYK
STRYKER CORPORATION
+$438.1K
1,185
增持
SHV
ISHARES TR
+$420.6K
56,714
+7%
减持
FISV
FISERV INC
-$405.8K
2,841
-37%
减持
TMUS
T-MOBILE US INC
-$371.2K
1,156
-57%
减持
HON
HONEYWELL INTL INC
-$370.4K
1,484
-49%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$369.8K
117,498
-2%
减持
RGTI
RIGETTI COMPUTING INC
+$365.4K
42,771
-44%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$344.5K
5,118
增持
META
META PLATFORMS INC
+$339.0K
12,671
+4%
减持
MDLZ
MONDELEZ INTL INC
-$334.4K
4,263
-52%
减持
VRSK
VERISK ANALYTICS INC
-$325.0K
3,636
-9%
减持
SGOV
ISHARES TR
-$322.7K
12,123
-21%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$319.9K
7,069
增持
KDP
KEURIG DR PEPPER INC
+$313.5K
42,293
+83%
增持
AMZN
AMAZON COM INC
+$296.3K
26,483
+5%
建仓
LNT
ALLIANT ENERGY CORP
+$293.4K
4,352
建仓
UNH
UNITEDHEALTH GROUP INC
+$271.4K
786
建仓
DUK
DUKE ENERGY CORP NEW
+$264.2K
2,135
增持
GOOGL
ALPHABET INC
+$261.7K
2,455
+29%
减持
IONQ
IONQ INC
-$256.6K
13,579
-47%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$244.6K
2,530
清仓
LPLA
LPL FINL HLDGS INC
-$234.6K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$233.4K
0
-100%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$233.1K
3,092
建仓
CFR
CULLEN FROST BANKERS INC
+$227.3K
1,793
增持
V
VISA INC
+$225.2K
17,441
+8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$223.9K
28,103
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$218.4K
8,228
+11%
增持
PG
PROCTER AND GAMBLE CO
+$216.9K
37,132
+8%
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$216.1K
1,782
增持
KO
COCA COLA CO
+$214.7K
89,959
+11%
建仓
ATO
ATMOS ENERGY CORP
+$212.6K
1,245
减持
SPY
SPDR S&P 500 ETF TR
+$211.8K
20,714
-6%
建仓
BAC
BANK AMERICA CORP
+$210.3K
4,077
建仓
QBTS
D-WAVE QUANTUM INC
+$210.0K
8,500
清仓
NEE
NEXTERA ENERGY INC
-$208.3K
0
-100%
清仓
AFL
AFLAC INC
-$206.5K
0
-100%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$203.8K
5,640
清仓
—
PENTAIR PLC
-$202.5K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$201.4K
0
-100%
增持
DIS
DISNEY WALT CO
-$188.7K
24,362
+1%
增持
—
LINDE PLC
+$186.2K
2,924
+14%
增持
FDX
FEDEX CORP
+$182.4K
10,316
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$173.8K
69,196
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$166.1K
2,795
+3%
减持
TOPT
ISHARES TR
+$139.7K
48,285
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$135.4K
2,795
-24%
增持
VRSN
VERISIGN INC
+$133.2K
1,554
+49%
增持
IBMQ
ISHARES TR
+$125.7K
54,028
+9%
增持
IBMO
ISHARES TR
+$114.3K
59,696
+8%
增持
IBMP
ISHARES TR
+$113.7K
56,387
+8%
增持
—
ISHARES TR
+$112.6K
57,766
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$101.7K
6,202
-0%
减持
MO
ALTRIA GROUP INC
+$97.6K
13,978
-1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$93.1K
22,868
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$86.8K
89,867
-10%
减持
GOOG
ALPHABET INC
+$86.1K
1,505
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.9K
1,739
+7%
增持
COST
COSTCO WHSL CORP NEW
-$79.7K
1,267
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$79.4K
2,976
-5%
增持
MMM
3M CO
+$67.6K
11,655
+2%
增持
WFC
WELLS FARGO CO NEW
+$67.4K
17,863
+0%
减持
WK
WORKIVA INC
+$62.2K
3,538
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$46.4K
2,432
-10%
减持
PEP
PEPSICO INC
+$44.2K
6,661
-1%
增持
IDXX
IDEXX LABS INC
+$42.2K
406
+0%
增持
BKH
BLACK HILLS CORP
+$39.7K
6,086
+2%
减持
CGBL
CAPITAL GROUP CORE BALANCED
+$38.3K
30,754
-0%
减持
SCHB
SCHWAB STRATEGIC TR
+$37.1K
21,580
-1%
减持
BX
BLACKSTONE INC
-$36.6K
1,503
-23%
增持
VOO
VANGUARD INDEX FDS
+$36.3K
461
+6%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$36.1K
14,088
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$33.7K
2,970
+3%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$32.9K
4,850
-0%
增持
MKC
MCCORMICK & CO INC
-$28.9K
3,355
+0%
减持
ORI
OLD REP INTL CORP
+$27.9K
7,146
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$27.9K
2,961
+0%
减持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$24.2K
14,113
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$23.8K
10,638
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$22.8K
826
+1%
增持
NVO
NOVO-NORDISK A S
+$21.0K
5,143
+34%
减持
NOBL
PROSHARES TR
-$20.1K
3,519
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$18.3K
2,207
-1%
减持
TLT
ISHARES TR
-$17.5K
3,039
-7%
减持
KNF
KNIFE RIVER CORP
-$17.1K
2,977
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.8K
2,102
+0%
增持
EVCM
EVERCOMMERCE INC
+$16.5K
22,030
+1%
减持
IWV
ISHARES TR
+$14.7K
734
-2%
增持
ONEV
SPDR SERIES TRUST
+$13.4K
2,924
+0%
增持
RUM
RUMBLE INC
-$12.9K
16,725
+12%
减持
TMFC
RBB FD INC
+$12.6K
11,846
-7%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$11.0K
2,988
+0%
减持
GGG
GRACO INC
-$10.7K
2,917
-3%
增持
CTAS
CINTAS CORP
-$9.3K
985
+4%
增持
UNP
UNION PAC CORP
+$9.2K
1,456
+0%
减持
—
EXXON MOBIL CORP
-$8.6K
9,181
-5%
增持
BSV
VANGUARD BD INDEX FDS
+$8.3K
8,499
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$7.8K
1,717
-7%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$7.5K
6,336
-6%
减持
SO
SOUTHERN CO
+$7.2K
9,021
-2%
增持
NKE
NIKE INC
-$6.2K
37,526
+2%
减持
HPQ
HP INC
-$6.2K
12,887
-12%
减持
XLU
SELECT SECTOR SPDR TR
+$5.9K
5,118
-5%
减持
SCHD
SCHWAB STRATEGIC TR
+$5.1K
84,902
-3%
减持
CVX
CHEVRON CORP NEW
+$4.8K
2,053
-6%
增持
KKR
KKR & CO INC
-$4.5K
1,550
+0%
增持
SOLV
SOLVENTUM CORP
-$4.0K
2,862
+2%
增持
CAH
CARDINAL HEALTH INC
-$3.1K
1,369
+5%
增持
—
CHECK POINT SOFTWARE TECH LT
-$2.6K
1,197
+6%
减持
UBSI
UNITED BANKSHARES INC WEST V
+$1.2K
10,513
-2%
减持
WMT
WALMART INC
+$248
8,083
-5%