13F 机构持仓

RIA Advisory Group LLC

Des Moines IA · SEC CIK 0001958384

2026Q22026Q1 更早 9 个季度 🔒
$4.60亿2026Q2 申报市值
154持仓数
54.1%前十大占比 · 第一大 14.2%
21 / 14新建仓 / 清仓
申报市值走势$4.60亿2026Q2
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

RSP 14.2%
QQQ 10.3%
SGOV 9.1%
BIL 4.4%
FEOE 4.1%
SLV 3.3%
AIRR 2.8%
SLV 看涨期权 2.0%
KO 1.9%
PSLV 1.9%

2026Q2 买入最多 按季末市值估算

RSP 加仓+$6,483.05万
BIL 加仓+$1,314.13万
AIRR 新建仓+$1,269.38万
FEOE 加仓+$1,208.59万
SPCX 新建仓+$827.24万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$3,925.68万
OEF 减仓-$3,811.86万
BND 重新持有-$3,307.09万
QQQ 减仓-$1,338.25万
SPY 减仓-$1,218.10万

2026Q2 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
ORCL ORACLE CORP $00.00%0 -10,793-100.0% -$158.78万 清仓
QLD PROSHARES TR $00.00%0 -20,638-100.0% -$125.89万 清仓
SSO PROSHARES TR $00.00%0 -22,645-100.0% -$117.48万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -36,008-100.0% -$56.60万 清仓
AXTI AXT INC $00.00%0 -9,221-100.0% -$52.54万 清仓
— PROSHARES TR $00.00%0 -5,885-100.0% -$44.28万 清仓
TSEM TOWER SEMICONDUCTOR LTD $00.00%0 -2,499-100.0% -$43.85万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -2,799-100.0% -$40.09万 清仓
TLT ISHARES TR $00.00%0 -4,508-100.0% -$39.08万 清仓
GGG GRACO INC $00.00%0 -2,836-100.0% -$24.01万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,753-100.0% -$23.86万 清仓
DIS DISNEY WALT CO $00.00%0 -2,424-100.0% -$23.37万 清仓
WK WORKIVA INC $00.00%0 -3,440-100.0% -$20.51万 清仓
RUM RUMBLE INC $00.00%0 -11,645-100.0% -$5.94万 清仓
— GOPRO INC $1.22万0.00%15,700 00.0% — 不变
ADMA ADMA BIOLOGICS INC $9.48万0.02%11,332 4764.4% $3,984 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $13.00万0.03%16,791 -101-0.6% -$782 减仓
EVCM EVERCOMMERCE INC $17.12万0.04%17,015 -590-3.4% -$5,935 减仓
BND VANGUARD BD INDEX FDS $20.22万0.04%2,754 -450,431-99.4% -$3,307.09万 重新持有
SCHF SCHWAB STRATEGIC TR $20.31万0.04%7,332 7,332— $20.31万 新建仓
ATO ATMOS ENERGY CORP $20.87万0.05%1,211 191.6% $3,274 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $20.90万0.05%10,052 -293-2.8% -$6,091 减仓
WAT WATERS CORP $21.04万0.05%561 561— $21.04万 新建仓
— WARNER BROS DISCOVERY INC $21.20万0.05%7,952 7,952— $21.20万 新建仓
HOOD ROBINHOOD MKTS INC $21.36万0.05%2,130 2,130— $21.36万 新建仓
— ELECTRONIC ARTS INC $21.51万0.05%1,049 1,049— $21.51万 新建仓
SOLV SOLVENTUM CORP $21.63万0.05%2,803 00.0% — 重新持有
JANW AIM ETF PRODUCTS TRUST $21.81万0.05%5,640 00.0% — 不变
WELL WELLTOWER INC $22.05万0.05%971 971— $22.05万 新建仓
VEA VANGUARD TAX-MANAGED FDS $22.27万0.05%3,125 -16-0.5% -$1,140 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $22.37万0.05%10,983 1,15211.7% $2.35万 加仓
IDXX IDEXX LABS INC $22.48万0.05%427 10.2% $526 加仓
OCTW AIM ETF PRODUCTS TRUST $22.50万0.05%5,500 00.0% — 不变
FDX FEDEX CORP $22.58万0.05%721 -507-41.3% -$15.88万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $23.22万0.05%11,839 1861.6% $3,648 加仓
ORI OLD REP INTL CORP $23.35万0.05%5,707 -21-0.4% -$859 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $23.37万0.05%11,970 3433.0% $6,697 加仓
VUG VANGUARD INDEX FDS $23.80万0.05%2,763 2,763— $23.80万 新建仓
KNF KNIFE RIVER CORP $23.84万0.05%2,850 -9-0.3% -$753 减仓
FEZ SPDR INDEX SHS FDS $24.05万0.05%3,502 3,502— $24.05万 新建仓
MRVL MARVELL TECHNOLOGY INC $24.43万0.05%820 820— $24.43万 新建仓
CAH CARDINAL HEALTH INC $24.91万0.05%1,048 -167-13.7% -$3.97万 减仓
CEG CONSTELLATION ENERGY CORP $25.94万0.06%1,044 00.0% — 不变
HPQ HP INC $27.07万0.06%12,339 -30-0.2% -$658 减仓
LITE LUMENTUM HLDGS INC $27.63万0.06%322 322— $27.63万 新建仓
GEV GE VERNOVA INC $27.64万0.06%235 235— $27.64万 新建仓
CBU COMMUNITY FINANCIAL SYSTEM I $27.98万0.06%4,169 -17-0.4% -$1,141 减仓
CSCO CISCO SYS INC $29.36万0.06%2,499 -3,038-54.9% -$35.69万 减仓
IWV ISHARES TR $29.71万0.06%697 10.1% $426 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $30.25万0.07%15,459 15,459— $30.25万 新建仓
LLY ELI LILLY & CO $31.04万0.07%259 259— $31.04万 新建仓
FTNT FORTINET INC $31.17万0.07%2,029 2,029— $31.17万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $32.00万0.07%2,743 -8,140-74.8% -$94.97万 减仓
WTRG ESSENTIAL UTILS INC $32.83万0.07%8,570 -25-0.3% -$958 减仓
IHG INTERCONTINENTAL HOTELS GROU $32.96万0.07%1,904 -6-0.3% -$1,039 减仓
CAT CATERPILLAR INC $33.32万0.07%313 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $33.44万0.07%2,116 -6-0.3% -$948 减仓
UPS UNITED PARCEL SVCS INC $33.87万0.07%3,151 -572-15.4% -$6.15万 减仓
GPC GENUINE PARTS CO $36.76万0.08%3,116 -19-0.6% -$2,242 减仓
KDP KEURIG DR PEPPER INC $36.94万0.08%11,285 370.3% $1,211 加仓
NOBL PROSHARES TR $37.63万0.08%6,701 -395-5.6% -$2.22万 减仓
MNST MONSTER BEVERAGE CORP NEW $38.60万0.08%4,016 -699-14.8% -$6.72万 减仓
UNP UNION PAC CORP $39.61万0.09%1,456 00.0% — 不变
ONEV SPDR SERIES TRUST $40.87万0.09%2,857 -96-3.3% -$1.37万 减仓
NEE NEXTERA ENERGY INC $40.88万0.09%4,657 60214.8% $5.28万 加仓
CTVA CORTEVA INC $41.23万0.09%4,869 00.0% — 不变
SNDK SANDISK CORP $41.35万0.09%182 182— $41.35万 新建仓
AVGO BROADCOM INC $42.05万0.09%1,113 1,113— $42.05万 新建仓
AGQ PROSHARES TR II $42.06万0.09%6,185 3,04597.0% $20.71万 加仓
CVX CHEVRON CORPORATION $43.26万0.09%2,610 76441.4% $12.66万 加仓
UBSI UNITED BANKSHARES INC WEST V $43.34万0.09%9,456 -48-0.5% -$2,200 减仓
VRT VERTIV HOLDINGS CO $43.53万0.09%1,300 50.4% $1,674 加仓
BOXX EA SERIES TRUST $44.15万0.10%3,771 -2,639-41.2% -$30.90万 减仓
SYK STRYKER CORPORATION $45.76万0.10%1,453 -458-24.0% -$14.42万 减仓
VIG VANGUARD SPECIALIZED FUNDS $48.88万0.11%2,066 -138-6.3% -$3.26万 减仓
JPM JPMORGAN CHASE & CO $50.68万0.11%1,548 14410.3% $4.71万 加仓
IBM INTERNATIONAL BUSINESS MACHS $50.88万0.11%1,809 -119-6.2% -$3.35万 减仓
TGT TARGET CORP $53.62万0.12%4,106 -210-4.9% -$2.74万 减仓
PRF INVESCO EXCHANGE TRADED FD T $55.28万0.12%10,231 -414-3.9% -$2.24万 减仓
SCHB SCHWAB STRATEGIC TR $55.91万0.12%19,306 -493-2.5% -$1.43万 减仓
BSV VANGUARD BD INDEX FDS $57.30万0.12%7,355 751.0% $5,843 加仓
CSX CSX CORP $61.12万0.13%12,859 2,71626.8% $12.91万 加仓
— EXXON MOBIL CORP $62.92万0.14%4,602 -490-9.6% -$6.70万 减仓
META META PLATFORMS INC $63.03万0.14%1,119 -179-13.8% -$10.08万 减仓
XLU SELECT SECTOR SPDR TR $65.89万0.14%14,532 3,15527.7% $14.31万 加仓
ADP AUTOMATIC DATA PROCESSING IN $69.61万0.15%3,108 -1,260-28.8% -$28.22万 减仓
MO ALTRIA GROUP INC $70.11万0.15%9,744 3934.2% $2.83万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $73.20万0.16%24,261 -228-0.9% -$6,879 减仓
INTC INTEL CORP $74.33万0.16%5,323 -8,074-60.3% -$112.74万 减仓
NDSN NORDSON CORP $75.36万0.16%2,498 1,11480.5% $33.61万 加仓
CASY CASEYS GEN STORES INC $76.33万0.17%960 960— $76.33万 新建仓
ORLY OREILLY AUTOMOTIVE INC $77.47万0.17%8,412 -4,367-34.2% -$40.22万 减仓
PEP PEPSICO INC $77.47万0.17%5,722 55010.6% $7.45万 加仓
CGGR CAPITAL GROUP GROWTH ETF $79.41万0.17%16,825 4232.6% $2.00万 加仓
SO SOUTHERN CO $82.05万0.18%8,573 400.5% $3,828 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $90.37万0.20%1,806 25116.1% $12.56万 加仓
DFUS DIMENSIONAL ETF TRUST $91.77万0.20%11,200 11,200— $91.77万 新建仓
VOO VANGUARD INDEX FDS $96.50万0.21%1,405 956212.9% $65.66万 加仓
— EA SERIES TRUST $96.65万0.21%29,141 7,52534.8% $24.96万 加仓
DIA STATE STR SPDR DOW JONES IND $99.99万0.22%1,914 93695.7% $48.90万 加仓