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 |
|---|---|---|---|---|---|---|---|---|
| UBSI | UNITED BANKSHARES INC WEST V | $39.37万 | 0.09% | 9,504 | -1,009 | -9.6% | -$4.18万 | 重新持有 |
| TLT | ISHARES TR | $39.08万 | 0.09% | 4,508 | -534 | -10.6% | -$4.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.20万 | 0.09% | 1,846 | 474 | 34.5% | $9.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $37.66万 | 0.09% | 4,055 | 4,055 | — | $37.66万 | 新建仓 |
| NOBL | PROSHARES TR | $37.62万 | 0.09% | 3,548 | 14 | 0.4% | $1,484 | 加仓 |
| AGQ | PROSHARES TR II | $37.53万 | 0.09% | 3,140 | 3,140 | — | $37.53万 | 新建仓 |
| NDSN | NORDSON CORP | $36.82万 | 0.09% | 1,384 | 1,384 | — | $36.82万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $36.62万 | 0.09% | 3,723 | 46 | 1.3% | $4,525 | 加仓 |
| UNP | UNION PAC CORP | $35.33万 | 0.08% | 1,456 | -124 | -7.8% | -$3.01万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $34.61万 | 0.08% | 8,595 | -367 | -4.1% | -$1.48万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.16万 | 0.08% | 4,715 | -344 | -6.8% | -$2.49万 | 减仓 |
| GPC | GENUINE PARTS CO | $33.15万 | 0.08% | 3,135 | 3,135 | — | $33.15万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $32.45万 | 0.08% | 1,295 | 1,295 | — | $32.45万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.43万 | 0.07% | 2,122 | 14 | 0.7% | $2,074 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.95万 | 0.07% | 1,612 | -485 | -23.1% | -$9.31万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $29.62万 | 0.07% | 11,248 | -534 | -4.5% | -$1.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.16万 | 0.07% | 1,044 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.86万 | 0.06% | 449 | -15 | -3.2% | -$8,973 | 减仓 |
| IWV | ISHARES TR | $25.81万 | 0.06% | 696 | -27 | -3.7% | -$1.00万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $25.67万 | 0.06% | 1,215 | -63 | -4.9% | -$1.33万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $25.49万 | 0.06% | 1,910 | 96 | 5.3% | $1.28万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $24.55万 | 0.06% | 4,186 | 4,186 | — | $24.55万 | 新建仓 |
| GGG | GRACO INC | $24.01万 | 0.06% | 2,836 | -90 | -3.1% | -$7,618 | 减仓 |
| IDXX | IDEXX LABS INC | $23.94万 | 0.06% | 426 | 21 | 5.2% | $1.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.86万 | 0.06% | 4,753 | -150,663 | -96.9% | -$756.35万 | 减仓 |
| HPQ | HP INC | $23.76万 | 0.06% | 12,369 | 2,899 | 30.6% | $5.57万 | 加仓 |
| DIS | DISNEY WALT CO | $23.37万 | 0.06% | 2,424 | -9,432 | -79.6% | -$90.92万 | 减仓 |
| KNF | KNIFE RIVER CORP | $23.34万 | 0.06% | 2,859 | -118 | -4.0% | -$9,635 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.87万 | 0.05% | 11,653 | 11,653 | — | $22.87万 | 新建仓 |
| ORI | OLD REP INTL CORP | $22.85万 | 0.05% | 5,728 | 110 | 2.0% | $4,389 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $22.71万 | 0.05% | 11,627 | 11,627 | — | $22.71万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.15万 | 0.05% | 313 | 313 | — | $22.15万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $22.01万 | 0.05% | 1,192 | -53 | -4.3% | -$9,786 | 重新持有 |
| OCTW | AIM ETF PRODUCTS TRUST | $21.16万 | 0.05% | 5,500 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $21.08万 | 0.05% | 10,345 | 10,345 | — | $21.08万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.93万 | 0.05% | 620 | -123 | -16.6% | -$4.15万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $20.57万 | 0.05% | 5,640 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $20.51万 | 0.05% | 3,440 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.13万 | 0.05% | 3,141 | -571 | -15.4% | -$3.66万 | 减仓 |
| EVCM | EVERCOMMERCE INC | $20.12万 | 0.05% | 17,605 | -3,325 | -15.9% | -$3.80万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.08万 | 0.05% | 9,831 | 9,831 | — | $20.08万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $15.68万 | 0.04% | 16,892 | 1,729 | 11.4% | $1.60万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $9.78万 | 0.02% | 10,856 | 10,856 | — | $9.78万 | 新建仓 |
| RUM | RUMBLE INC | $5.94万 | 0.01% | 11,645 | -160 | -1.4% | -$816 | 减仓 |
| — | GOPRO INC | $1.21万 | 0.00% | 15,700 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -46,569 | -100.0% | -$363.78万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -17,636 | -100.0% | -$112.36万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -3,096 | -100.0% | -$108.36万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -10,577 | -100.0% | -$106.71万 | 清仓 |
| HCMT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -20,788 | -100.0% | -$80.16万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -9,814 | -100.0% | -$70.43万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -29,578 | -100.0% | -$66.34万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -24,584 | -100.0% | -$54.45万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -7,056 | -100.0% | -$49.21万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -4,412 | -100.0% | -$48.38万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -5,384 | -100.0% | -$46.78万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,209 | -100.0% | -$45.90万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -6,504 | -100.0% | -$27.51万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,085 | -100.0% | -$26.24万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,724 | -100.0% | -$25.97万 | 清仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -3,159 | -100.0% | -$25.10万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,258 | -100.0% | -$23.34万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,749 | -100.0% | -$22.15万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,781 | -100.0% | -$21.91万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,298 | -100.0% | -$21.87万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,049 | -100.0% | -$21.79万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -3,932 | -100.0% | -$21.63万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,378 | -100.0% | -$21.24万 | 清仓 |