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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 53
减持 61
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SLV
ISHARES SILVER TR
+$10.1M
508,789
-15%
增持
QQQ
INVESCO QQQ TR
+$8.2M
74,660
+19%
减持
META
META PLATFORMS INC
-$7.1M
3,316
-74%
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
VTI
VANGUARD INDEX FDS
+$6.7M
117,060
+18%
增持
OEF
ISHARES TR
+$6.5M
108,309
+18%
减持
QLD
PROSHARES TR
-$5.0M
34,820
-36%
减持
SSO
PROSHARES TR
-$4.9M
39,454
-39%
增持
GOOG
ALPHABET INC
+$4.4M
15,091
+903%
增持
BIL
SPDR SERIES TRUST
+$3.8M
205,274
+26%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
453,185
+10%
减持
TSLA
TESLA INC
-$2.2M
8,113
-38%
建仓
SILJ
AMPLIFY ETF TR
+$2.0M
72,954
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
17,548
-15%
减持
INTC
INTEL CORP
-$1.8M
51,897
-53%
增持
KO
COCA COLA CO
+$1.8M
111,216
+24%
增持
GDXJ
VANECK ETF TRUST
+$1.7M
37,327
+45%
减持
ETHA
ISHARES ETHEREUM TR
-$1.6M
29,578
-59%
清仓
—
ISHARES TR
-$1.5M
0
-100%
减持
NKE
NIKE INC
-$1.5M
17,636
-53%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
10,749
-54%
减持
DIS
DISNEY WALT CO
-$1.4M
11,856
-51%
建仓
IBMR
ISHARES TR
+$1.3M
51,479
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
2,918
-53%
减持
ADBE
ADOBE INC
-$1.0M
3,096
-49%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$993.9K
120,028
+2%
减持
FDX
FEDEX CORP
-$985.0K
5,012
-51%
建仓
PNW
PINNACLE WEST CAP CORP
+$982.2K
11,073
建仓
CMS
CMS ENERGY CORP
+$973.6K
13,922
建仓
EVRG
EVERGY INC
+$966.8K
13,337
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$925.4K
6,377
+189%
清仓
VRSK
VERISK ANALYTICS INC
-$914.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$908.6K
16,229
+21%
清仓
IONQ
IONQ INC
-$835.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$825.5K
5,560
+217%
增持
CTAS
CINTAS CORP
+$823.0K
5,451
+453%
增持
DUK
DUKE ENERGY CORP NEW
+$811.3K
9,175
+330%
增持
AMZN
AMAZON COM INC
+$810.4K
28,703
+8%
增持
LNT
ALLIANT ENERGY CORP
+$807.5K
16,933
+289%
增持
KMB
KIMBERLY-CLARK CORP
+$764.7K
10,577
+335%
减持
KDP
KEURIG DR PEPPER INC
-$748.9K
11,782
-72%
减持
RGTI
RIGETTI COMPUTING INC
-$729.6K
24,584
-43%
增持
V
VISA INC
+$728.7K
19,054
+9%
建仓
GLD
SPDR GOLD TR
+$720.9K
1,819
增持
MO
ALTRIA GROUP INC
+$628.8K
26,918
+93%
增持
AAPL
APPLE INC
+$574.0K
23,895
+3%
增持
SIL
GLOBAL X FDS
+$509.5K
17,477
+32%
建仓
BE
BLOOM ENERGY CORP
+$467.8K
5,384
建仓
REMX
VANECK ETF TRUST
+$459.0K
6,209
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$455.2K
27,623
-2%
减持
KOD
KODIAK SCIENCES INC
+$446.5K
113,473
-32%
增持
MCD
MCDONALDS CORP
+$442.1K
21,644
+7%
建仓
TGT
TARGET CORP
+$436.1K
4,461
清仓
VRSN
VERISIGN INC
-$434.4K
0
-100%
减持
—
LINDE PLC
-$417.3K
2,278
-22%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$391.2K
0
-100%
清仓
BKH
BLACK HILLS CORP
-$374.9K
0
-100%
清仓
FISV
FISERV INC
-$366.3K
0
-100%
建仓
WTRG
ESSENTIAL UTILS INC
+$343.8K
8,962
增持
GOOGL
ALPHABET INC
+$339.9K
2,992
+22%
增持
PG
PROCTER AND GAMBLE CO
+$335.7K
42,154
+14%
增持
SYK
STRYKER CORPORATION
+$332.6K
2,193
+85%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$319.9K
0
-100%
减持
SHV
ISHARES TR
-$319.7K
53,987
-5%
清仓
HON
HONEYWELL INTL INC
-$312.5K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$309.2K
13,116
+59%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$289.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$285.2K
1,691
+33%
减持
GDX
VANECK ETF TRUST
+$276.6K
42,923
-4%
清仓
TMUS
T-MOBILE US INC
-$276.6K
0
-100%
建仓
ABM
ABM INDS INC
+$275.1K
6,504
增持
XEL
XCEL ENERGY INC
+$271.9K
15,761
+42%
清仓
UNH
UNITEDHEALTH GROUP INC
-$271.4K
0
-100%
清仓
QUBT
QUANTUM COMPUTING INC
-$271.1K
0
-100%
减持
BOXX
EA SERIES TRUST
-$262.8K
8,566
-22%
建仓
ANF
ABERCROMBIE & FITCH CO
+$262.4K
2,085
清仓
NFLX
NETFLIX INC
-$256.6K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$247.8K
0
-100%
增持
VPLS
VANGUARD MALVERN FDS
+$245.1K
46,569
+8%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$244.6K
0
-100%
减持
PEP
PEPSICO INC
-$244.2K
4,817
-28%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$231.9K
3,712
清仓
MKC
MCCORMICK & CO INC
-$224.5K
0
-100%
建仓
DLTR
DOLLAR TREE INC
+$219.1K
1,781
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$214.8K
0
-100%
清仓
ATO
ATMOS ENERGY CORP
-$212.6K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$212.2K
743
清仓
QBTS
D-WAVE QUANTUM INC
-$210.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$209.0K
155,416
+4%
清仓
KKR
KKR & CO INC
-$201.4K
0
-100%
减持
SGOV
ISHARES TR
-$177.4K
10,394
-14%
增持
TLT
ISHARES TR
+$167.9K
5,042
+66%
减持
HPQ
HP INC
-$139.9K
9,470
-27%
减持
TMFC
RBB FD INC
-$131.2K
9,814
-17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$128.5K
2,097
-25%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$124.1K
33,737
+10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$122.7K
2,160
+26%
增持
AEP
AMERICAN ELEC PWR CO INC
+$122.0K
13,253
+6%
减持
WFC
WELLS FARGO CO NEW
+$121.8K
17,372
-3%
减持
CVX
CHEVRON CORP NEW
-$109.7K
1,372
-33%
减持
SO
SOUTHERN CO
-$104.5K
8,605
-5%
增持
NVDA
NVIDIA CORPORATION
+$91.5K
40,447
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$89.9K
2,532
-15%
增持
HCMT
DIREXION SHS ETF TR
+$88.7K
20,788
+9%
增持
EXC
EXELON CORP
+$88.4K
39,390
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$81.3K
1,428
-17%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$67.8K
22,567
-1%
减持
NVO
NOVO-NORDISK A S
-$66.7K
4,298
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$66.0K
1,608
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$65.3K
7,681
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$65.1K
2,783
-0%
减持
EXPD
EXPEDITORS INTL WASH INC
+$56.3K
2,822
-5%
增持
XT
ISHARES TR
+$52.4K
7,056
+15%
减持
UPS
UNITED PARCEL SERVICE INC
+$50.5K
3,677
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$48.9K
15,013
+7%
减持
MDLZ
MONDELEZ INTL INC
-$48.4K
4,049
-5%
减持
CAH
CARDINAL HEALTH INC
+$47.8K
1,278
-7%
减持
ORI
OLD REP INTL CORP
-$47.0K
5,618
-21%
减持
RUM
RUMBLE INC
-$46.5K
11,805
-29%
减持
SCHX
SCHWAB STRATEGIC TR
+$45.1K
89,641
-0%
减持
BX
BLACKSTONE INC
-$44.3K
1,378
-8%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$43.4K
5,059
-1%
增持
IHG
INTERCONTINENTAL HOTELS GROU
+$39.4K
1,814
+2%
减持
WMT
WALMART INC
+$39.0K
7,828
-3%
增持
QTUM
ETF SER SOLUTIONS
+$34.8K
4,412
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$34.4K
19,839
-8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$32.9K
11,539
+1%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$31.0K
15,163
+7%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$30.1K
66,633
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$29.3K
2,724
-8%
增持
IBMQ
ISHARES TR
+$26.9K
55,217
+2%
减持
IBMO
ISHARES TR
-$23.2K
58,844
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$22.3K
85,314
+0%
增持
UNP
UNION PAC CORP
+$21.4K
1,580
+9%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$19.7K
10,669
+0%
减持
IBMP
ISHARES TR
-$19.5K
55,809
-1%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$17.9K
3,159
+2%
减持
TOPT
ISHARES TR
+$15.1K
47,580
-1%
减持
IDXX
IDEXX LABS INC
+$14.6K
405
-0%
增持
—
CHECK POINT SOFTWARE TECH LT
-$14.2K
1,258
+5%
减持
CSCO
CISCO SYS INC
+$13.7K
5,871
-8%
减持
SOLV
SOLVENTUM CORP
+$13.2K
2,803
-2%
减持
CEG
CONSTELLATION ENERGY CORP
+$11.0K
1,044
-4%
增持
VOO
VANGUARD INDEX FDS
+$8.6K
464
+1%
减持
EVCM
EVERCOMMERCE INC
+$8.3K
20,930
-5%
增持
GGG
GRACO INC
-$7.9K
2,926
+0%
减持
WK
WORKIVA INC
-$7.9K
3,440
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$6.9K
10,617
+107%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.3K
2,108
+0%
减持
BAC
BANK AMERICA CORP
+$5.9K
3,932
-4%
减持
CFR
CULLEN FROST BANKERS INC
-$5.8K
1,749
-2%
