13F 机构持仓

RFG Holdings, Inc.

Argyle TX · SEC CIK 0001845210

2026Q22026Q1 更早 9 个季度 🔒
$3.97亿2026Q1 申报市值
70持仓数
74.8%前十大占比 · 第一大 27.7%
7 / 3新建仓 / 清仓
申报市值走势$4.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 27.7%
PYLD 9.6%
QQQ 9.0%
SPHY 5.7%
VO 4.4%
VB 4.0%
BKLN 3.9%
VCIT 3.5%
KBWB 3.5%
VCLT 3.4%

2026Q1 买入最多 按季末市值估算

VCIT 新建仓+$1,391.31万
VCLT 新建仓+$1,358.29万
VEA 新建仓+$1,291.22万
VTV 加仓+$1,090.02万
VO 加仓+$817.70万

2026Q1 卖出最多 按季末市值估算

BKLN 减仓-$2,299.52万
QQQ 减仓-$1,260.98万
VOOG 减仓-$474.12万
SCHH 减仓-$312.20万
FLIN 减仓-$299.26万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
NFLX NETFLIX INC $00.00%0 -17,933-100.0% -$168.14万 清仓
TSM TAIWAN SEMICONDUCTOR MFG LTD 看涨期权 $00.00%0 -200-100.0% -$6.08万 清仓
BITB BITWISE BITCOIN ETF TR 看涨期权 $00.00%0 -200-100.0% -$9,512 清仓
PGF INVESCO EXCHANGE TRADED FD T $16.72万0.04%12,147 -19,963-62.2% -$27.47万 减仓
SYLD CAMBRIA ETF TR $20.30万0.05%2,691 2,691— $20.30万 新建仓
DXJ WISDOMTREE TR $21.12万0.05%1,331 -9,066-87.2% -$143.85万 减仓
C CITIGROUP INC $21.86万0.06%1,927 291.5% $3,290 加仓
XLF SELECT SECTOR SPDR TR $22.83万0.06%4,624 00.0% — 不变
VBR VANGUARD INDEX FDS $24.06万0.06%1,107 30.3% $652 加仓
SRLN SSGA ACTIVE ETF TR $24.07万0.06%5,996 00.0% — 不变
IVV ISHARES TR $24.10万0.06%369 -11-2.9% -$7,185 减仓
INTC INTEL CORP $24.27万0.06%5,500 5,500— $24.27万 新建仓
DE DEERE & CO $26.36万0.07%468 10.2% $563 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $26.88万0.07%561 -43-7.1% -$2.06万 减仓
VUG VANGUARD INDEX FDS $27.10万0.07%620 -31-4.8% -$1.36万 减仓
— DIMENSIONAL ETF TRUST $27.80万0.07%7,155 -366-4.9% -$1.42万 减仓
TRGP TARGA RES CORP $30.07万0.08%1,199 20.2% $502 加仓
WMT WALMART INC $30.35万0.08%2,441 -303-11.0% -$3.77万 减仓
BBJP J P MORGAN EXCHANGE TRADED F $31.04万0.08%4,505 00.0% — 不变
CI THE CIGNA GROUP $31.10万0.08%1,166 70.6% $1,867 加仓
LLY ELI LILLY & CO $32.38万0.08%352 51.4% $4,600 加仓
ATO ATMOS ENERGY CORP $35.55万0.09%1,924 80.4% $1,478 加仓
VONV VANGUARD SCOTTSDALE FDS $37.55万0.09%4,005 170.4% $1,594 加仓
VOT VANGUARD INDEX FDS $38.54万0.10%1,497 30.2% $772 加仓
CVX CHEVRON CORPORATION $39.66万0.10%1,916 422.2% $8,693 加仓
JPM JPMORGAN CHASE & CO $42.21万0.11%1,434 -12-0.8% -$3,532 减仓
SCHH SCHWAB STRATEGIC TR $42.96万0.11%19,992 -145,275-87.9% -$312.20万 减仓
ORCL ORACLE CORP $45.56万0.11%3,097 30911.1% $4.55万 加仓
CAT CATERPILLAR INC $46.48万0.12%656 20.3% $1,417 加仓
BITB BITWISE BITCOIN ETF TR $57.22万0.14%15,546 4,15236.4% $15.28万 加仓
VGT VANGUARD WORLD FD $57.40万0.14%822 10.1% $698 加仓
VGIT VANGUARD SCOTTSDALE FDS $58.17万0.15%9,768 9,768— $58.17万 新建仓
SPTM SPDR SERIES TRUST $60.90万0.15%7,703 00.0% — 不变
ARGT GLOBAL X FDS $65.91万0.17%7,063 -24,267-77.5% -$226.47万 减仓
FLIN FRANKLIN TEMPLETON ETF TR $70.17万0.18%21,123 -90,081-81.0% -$299.26万 减仓
MINT PIMCO ETF TR $74.30万0.19%7,388 -12,857-63.5% -$129.31万 减仓
OXY OCCIDENTAL PETE CORP $76.00万0.19%11,692 -35,157-75.0% -$228.53万 减仓
GOOGL ALPHABET INC $90.13万0.23%3,134 431.4% $1.24万 加仓
EPD ENTERPRISE PRODS PARTNERS L $90.32万0.23%23,869 180.1% $681 加仓
CRWV COREWEAVE INC $110.40万0.28%14,251 7495.5% $5.80万 加仓
CRM SALESFORCE INC $113.10万0.28%6,058 1232.1% $2.30万 加仓
SNOW SNOWFLAKE INC $113.28万0.29%7,511 -31-0.4% -$4,675 减仓
UBER UBER TECHNOLOGIES INC $119.40万0.30%16,599 6534.1% $4.70万 加仓
MU MICRON TECHNOLOGY INC $138.51万0.35%4,100 4,100— $138.51万 新建仓
XOP SPDR SERIES TRUST $158.97万0.40%8,742 -99-1.1% -$1.80万 减仓
— EXXON MOBIL CORP $159.43万0.40%9,396 -131-1.4% -$2.22万 减仓
HOOD ROBINHOOD MKTS INC $192.43万0.48%27,768 2,61010.4% $18.09万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $195.06万0.49%5,772 420.7% $1.42万 加仓
META META PLATFORMS INC $210.30万0.53%3,675 -29-0.8% -$1.66万 减仓
TSLA TESLA INC $222.33万0.56%5,980 1642.8% $6.10万 加仓
AMD ADVANCED MICRO DEVICES INC $256.00万0.64%12,584 80.1% $1,627 加仓
AVGO BROADCOM INC $263.07万0.66%8,499 260.3% $8,048 加仓
AMZN AMAZON COM INC $263.17万0.66%12,636 -360-2.8% -$7.50万 减仓
PLTR PALANTIR TECHNOLOGIES INC $272.63万0.69%18,637 230.1% $3,365 加仓
GOOG ALPHABET INC $283.59万0.71%9,885 -9-0.1% -$2,582 减仓
MSFT MICROSOFT CORP $285.43万0.72%7,710 4626.4% $17.10万 加仓
VDE VANGUARD WORLD FD $313.87万0.79%18,138 -459-2.5% -$7.94万 减仓
AAPL APPLE INC $400.23万1.01%15,770 640.4% $1.62万 加仓
VIOV VANGUARD ADMIRAL FDS INC $402.21万1.01%39,533 -225-0.6% -$2.29万 减仓
NVDA NVIDIA CORPORATION $412.19万1.04%23,634 5392.3% $9.40万 加仓
VTV VANGUARD INDEX FDS $1,116.20万2.81%56,890 55,5564,164.6% $1,090.02万 加仓
VOOG VANGUARD ADMIRAL FDS INC $1,209.04万3.05%29,655 -11,629-28.2% -$474.12万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,291.22万3.25%201,501 201,501— $1,291.22万 新建仓
VCLT VANGUARD SCOTTSDALE FDS $1,358.29万3.42%181,784 181,784— $1,358.29万 新建仓
KBWB INVESCO EXCH TRADED FD TR II $1,385.40万3.49%175,101 -25,709-12.8% -$203.41万 减仓
VCIT VANGUARD SCOTTSDALE FDS $1,391.31万3.50%168,134 168,134— $1,391.31万 新建仓
BKLN INVESCO EXCH TRADED FD TR II $1,558.80万3.93%763,745 -1,126,661-59.6% -$2,299.52万 减仓
VB VANGUARD INDEX FDS $1,578.93万3.98%60,282 5,4199.9% $141.94万 加仓
VO VANGUARD INDEX FDS $1,751.45万4.41%60,987 28,47387.6% $817.70万 加仓
SPHY SPDR SERIES TRUST $2,279.54万5.74%977,503 -73,776-7.0% -$172.05万 减仓
QQQ INVESCO QQQ TR $3,581.61万9.02%62,053 -21,847-26.0% -$1,260.98万 减仓
PYLD PIMCO ETF TR $3,828.71万9.64%1,461,339 292,20525.0% $765.58万 加仓
VOO VANGUARD INDEX FDS $1.10亿27.69%183,925 3,3211.8% $198.45万 加仓