RIA Advisory Group LLC
Des Moines IA · SEC CIK 0001958384
$4.21亿2026Q1 申报市值
145持仓数
56.0%前十大占比 · 第一大 11.3%
25 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$3,913.15万
PSLV 加仓+$815.73万
FEOE 新建仓+$653.94万
JNJ 加仓+$617.98万
IGV 新建仓+$554.10万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$1,564.64万
BIL 减仓-$1,155.34万
VZ 减仓-$756.35万
VPLS 清仓-$363.78万
INTC 减仓-$169.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $82.37万 | 0.20% | 8,533 | -72 | -0.8% | -$6,950 | 减仓 |
| — | EXXON MOBIL CORP | $86.39万 | 0.21% | 5,092 | -3,529 | -40.9% | -$59.87万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $86.79万 | 0.21% | 24,489 | 1,922 | 8.5% | $6.81万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $88.76万 | 0.21% | 4,368 | 1,450 | 49.7% | $29.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $89.42万 | 0.21% | 2,646 | -137 | -4.9% | -$4.63万 | 减仓 |
| CTAS | CINTAS CORP | $97.89万 | 0.23% | 5,788 | 337 | 6.2% | $5.70万 | 加仓 |
| REG | REGENCY CTRS CORP | $110.15万 | 0.26% | 14,559 | 14,559 | — | $110.15万 | 新建仓 |
| AEE | AMEREN CORP | $110.91万 | 0.26% | 10,090 | 10,090 | — | $110.91万 | 新建仓 |
| FE | FIRSTENERGY CORP | $112.49万 | 0.27% | 22,205 | 22,205 | — | $112.49万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $114.79万 | 0.27% | 9,915 | 9,915 | — | $114.79万 | 新建仓 |
| SSO | PROSHARES TR | $117.48万 | 0.28% | 22,645 | -16,809 | -42.6% | -$87.20万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $117.66万 | 0.28% | 4,952 | 2,792 | 129.3% | $66.34万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $117.96万 | 0.28% | 12,779 | -337 | -2.6% | -$3.11万 | 减仓 |
| CMS | CMS ENERGY CORP | $119.48万 | 0.28% | 15,401 | 1,479 | 10.6% | $11.47万 | 加仓 |
| LIN | LINDE PLC | $119.88万 | 0.28% | 2,418 | 140 | 6.1% | $6.94万 | 加仓 |
| EVRG | EVERGY INC | $120.41万 | 0.29% | 14,699 | 1,362 | 10.2% | $11.16万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $121.30万 | 0.29% | 35,251 | 1,514 | 4.5% | $5.21万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $122.75万 | 0.29% | 12,184 | 1,111 | 10.0% | $11.19万 | 加仓 |
| QLD | PROSHARES TR | $125.89万 | 0.30% | 20,638 | -14,182 | -40.7% | -$86.51万 | 减仓 |
| XEL | XCEL ENERGY INC | $127.92万 | 0.30% | 16,103 | 342 | 2.2% | $2.72万 | 加仓 |
| TOPT | ISHARES TR | $130.97万 | 0.31% | 45,762 | -1,818 | -3.8% | -$5.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $131.41万 | 0.31% | 10,036 | 861 | 9.4% | $11.27万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $132.81万 | 0.32% | 18,507 | 1,574 | 9.3% | $11.29万 | 加仓 |
| IBMR | ISHARES TR | $133.61万 | 0.32% | 52,706 | 1,227 | 2.4% | $3.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $138.32万 | 0.33% | 17,375 | 3 | 0.0% | $239 | 加仓 |
| IBMQ | ISHARES TR | $143.32万 | 0.34% | 56,139 | 922 | 1.7% | $2.35万 | 加仓 |
| IBMP | ISHARES TR | $145.50万 | 0.35% | 57,194 | 1,385 | 2.5% | $3.52万 | 加仓 |
| IBMO | ISHARES TR | $152.06万 | 0.36% | 59,328 | 484 | 0.8% | $1.24万 | 加仓 |
| SIL | GLOBAL X FDS | $152.92万 | 0.36% | 16,976 | -501 | -2.9% | -$4.51万 | 减仓 |
| ORCL | ORACLE CORP | $158.78万 | 0.38% | 10,793 | 10,793 | — | $158.78万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $159.20万 | 0.38% | 10,883 | -656 | -5.7% | -$9.60万 | 减仓 |
| GLD | SPDR GOLD TR | $169.23万 | 0.40% | 3,933 | 2,114 | 116.2% | $90.96万 | 加仓 |
| MMM | 3M CO | $169.27万 | 0.40% | 11,655 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $169.28万 | 0.40% | 44,060 | 16,437 | 59.5% | $63.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $172.88万 | 0.41% | 1,735 | 44 | 2.6% | $4.38万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $173.46万 | 0.41% | 13,233 | -20 | -0.2% | -$2,622 | 减仓 |
| EXC | EXELON CORP | $182.83万 | 0.43% | 37,296 | -2,094 | -5.3% | -$10.26万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $197.37万 | 0.47% | 25,786 | 4,950 | 23.8% | $37.89万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $213.10万 | 0.51% | 71,701 | -1,253 | -1.7% | -$3.72万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $227.20万 | 0.54% | 88,611 | -1,030 | -1.1% | -$2.64万 | 减仓 |
| WMT | WALMART INC | $229.64万 | 0.55% | 18,478 | 10,650 | 136.1% | $132.36万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $232.35万 | 0.55% | 89,850 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $242.16万 | 0.58% | 6,514 | -1,599 | -19.7% | -$59.44万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $269.54万 | 0.64% | 87,855 | 2,541 | 3.0% | $7.80万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $322.77万 | 0.77% | 84,672 | -28,801 | -25.4% | -$109.79万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $358.14万 | 0.85% | 65,654 | -979 | -1.5% | -$5.34万 | 减仓 |
| GDX | VANECK ETF TRUST | $430.35万 | 1.02% | 46,895 | 3,972 | 9.3% | $36.45万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $467.86万 | 1.11% | 38,976 | 1,649 | 4.4% | $19.79万 | 加仓 |
| GOOG | ALPHABET INC | $519.85万 | 1.24% | 18,122 | 3,031 | 20.1% | $86.95万 | 加仓 |
| IGV | ISHARES TR | $554.10万 | 1.32% | 69,219 | 69,219 | — | $554.10万 | 新建仓 |
| SHV | ISHARES TR | $613.50万 | 1.46% | 55,576 | 1,589 | 2.9% | $17.54万 | 加仓 |
| V | VISA INC | $639.58万 | 1.52% | 21,161 | 2,107 | 11.1% | $63.68万 | 加仓 |
| AMZN | AMAZON COM INC | $640.15万 | 1.52% | 30,736 | 2,033 | 7.1% | $42.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $647.51万 | 1.54% | 44,829 | 2,675 | 6.3% | $38.64万 | 加仓 |
| FEOE | RBB FUND TRUST | $653.94万 | 1.55% | 129,595 | 129,595 | — | $653.94万 | 新建仓 |
| MCD | MCDONALDS CORP | $657.59万 | 1.56% | 21,159 | -485 | -2.2% | -$15.07万 | 减仓 |
| AAPL | APPLE INC | $663.24万 | 1.58% | 26,134 | 2,239 | 9.4% | $56.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $684.29万 | 1.63% | 39,237 | -1,210 | -3.0% | -$21.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $684.88万 | 1.63% | 18,502 | 2,273 | 14.0% | $84.14万 | 加仓 |
| BIL | SPDR SERIES TRUST | $725.80万 | 1.73% | 79,201 | -126,073 | -61.4% | -$1,155.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $753.89万 | 1.79% | 30,841 | 25,281 | 454.7% | $617.98万 | 加仓 |
| KO | COCA COLA CO | $815.20万 | 1.94% | 107,193 | -4,023 | -3.6% | -$30.59万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,108.48万 | 2.63% | 454,482 | 334,454 | 278.6% | $815.73万 | 加仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $1,192.45万 | 2.83% | 175,000 | 173,600 | 12,400.0% | $1,182.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,390.03万 | 3.30% | 21,374 | 3,826 | 21.8% | $248.82万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,892.70万 | 4.50% | 277,767 | -229,622 | -45.3% | -$1,564.64万 | 减仓 |
| OEF | ISHARES TR | $3,668.57万 | 8.72% | 115,339 | 7,030 | 6.5% | $223.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,971.75万 | 9.44% | 123,804 | 6,744 | 5.8% | $216.35万 | 加仓 |
| SGOV | ISHARES TR | $4,017.78万 | 9.55% | 399,143 | 388,749 | 3,740.1% | $3,913.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,754.85万 | 11.30% | 82,381 | 7,721 | 10.3% | $445.64万 | 加仓 |