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RPg Family Wealth Advisory, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.8亿

申报季度: 2026-03-31 · 持股只数: 146

RPg Family Wealth Advisory, LLC在最新一期 13F 报告中披露了 146 项持股，申报期为 2026-03-31，总持股市值约为 US$4.8亿，季度换手率为 41.4%。

机构性格雪花图

集中度
6.48
持仓稳定性
41.45
动能／逆势
100
行业集中度
66.1
多样化
100
仓位均衡度
88.69

近期动向

  • 加仓 BRK-B

    +276.1%　US$1580.6万

  • 减仓 META

    -91.9%　-US$722.3万

  • 加仓 QTUM

    +239.5%　US$747.4万

  • 加仓 EMBJ

    +100.3%　US$764.4万

  • 加仓 AMZN

    +80.2%　US$546.3万

  • 加仓 WD

    +619.8%　US$461.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 140 大持股（共 146 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他4.57%+3.23%+276.09%
2EMBJEmbraer Sa-spon Adr股票-工业3.49%+1.50%+100.26%
3JPSTJpmorgan Ultra-short IncomeETF-其他3.22%+0.18%+11.99%
4AMZNAmazon.com INC股票-周期性消费2.96%+1.04%+80.22%
5XOMExxon Mobil CORP股票-能源2.62%+0.64%-1.01%
6INTCIntel CORP股票-科技2.53%+0.22%-3.58%
7AAPLApple INC股票-科技2.33%-0.34%-1.49%
8TSMTaiwan Semiconductor-sp Adr股票-科技2.31%-0.24%-13.85%
9QTUMDefiance Quantum ETFETF-其他2.23%+1.52%+239.54%
10HWMHowmet Aerospace INC股票-工业2.14%+0.12%-0.85%
11NVDANvidia CORP股票-科技2.10%—+2.73%
12BNYBank Of New York Mellon CORP股票-金融2.05%—-0.46%
13ICSHIshares Ultra Short DurationETF-其他1.94%+1.94%NEW
14JPMJpmorgan Chase & Co股票-金融1.79%-0.27%+0.21%
15GEGeneral Electric股票-工业1.79%-0.28%-1.49%
16IHYVaneck Int High Yield BondETF-非投资级债1.78%+0.09%+14.29%
17MSFTMicrosoft CORP股票-科技1.74%-0.70%-1.51%
18UBSUBS Group AG股票-金融1.71%-0.45%-1.21%
19MRSKToews Agility Shares ManagedETF-其他1.69%-0.24%-3.85%
20BSJUInvesco Bulletshares 2030 HyETF-其他1.61%—+0.50%
21CGMSCap Group US Multi-sect BondETF-其他1.58%+0.73%+97.99%
22IEFIshares 7-10 Year Treasury BETF-政府公债1.53%+0.08%+12.02%
23FTSLFirst Trust Senior Loan ETFETF-其他1.51%—+1.19%
24FTITechnipFMC plc股票-能源1.44%+1.44%NEW
25BITBBitwise Bitcoin ETFETF-加密货币1.40%-0.47%+2.08%
26ATIAti INC股票-工业1.34%+1.34%NEW
27PFFIshares Preferred & Income SETF-其他1.29%+0.07%+13.70%
28WDWalker & Dunlop INC股票-其他1.19%+0.95%+619.78%
29GVAGranite Construction INC股票-工业1.13%—-10.31%
30QVMLInvesco S&p 500 Qvm Multi-faETF-大型股与成长1.12%-0.18%-4.87%
31CGGOCap Group Global GrowthETF-其他1.01%-0.16%-5.47%
32FADFirst Trust Multi Cap GrowthETF-其他1.01%—-4.49%
33PLTRPalantir Technologies Inc-a股票-科技0.98%-0.33%-4.16%
34JMSTJPM Ultra-short Muni IncomeETF-其他0.97%—+3.22%
35CGGRCap Group Growth EquityETF-其他0.96%-0.21%-4.58%
36IWNIshares Russell 2000 Value EETF-中小型股0.91%+0.08%+9.48%
37VRPInvesco Variable Rate PreferETF-其他0.88%—+2.08%
38AMJBAlerian Mlp Etn2044ETF-其他0.87%+0.87%NEW
39JEPQJPM Nasdaq Equity PremiumETF-科技型0.80%—-0.15%
40JAAAJanus Henderson Aaa Clo ETFETF-其他0.80%—+1.67%
41MPMp Materials CORP股票-原材料0.79%—+0.19%
42THYToews Agility Shares DynamicETF-其他0.79%—+1.50%
43EWXState Street Spdr S&p EmergiETF-其他0.78%—+8.27%
44OMFLInvesco Russell 1000 Dyn M/fETF-其他0.78%—-3.64%
45JEPIJpmorgan Equity Premium IncoETF-其他0.77%—+0.69%
46BSJQInvesco Bulletshares 2026 HyETF-其他0.77%—+2.97%
47ITAIshares U.s. Aerospace & DefETF-其他0.77%+0.07%+13.77%
48ACMRAcm Research Inc-class A股票-其他0.75%-0.42%-32.53%
49SLVIshares Silver TrustETF-避险与商品0.73%+0.73%NEW
50SILJAmplify Junior Silver MinersETF-避险与商品0.69%—+6.57%
1–50 of 140

本季持股变动

RPg Family Wealth Advisory, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Spotify Technology S.A. (SPOT); 清仓: Intl Business Machines CORP (IBM); 新建仓: Ishares Ultra Short Duration (ICSH); 清仓: Netflix INC (NFLX); 清仓: Visa Inc-class A Shares (V).

RPg Family Wealth Advisory, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BRK-BBerkshire Hathaway Inc-cl B+3.2%+276.09%加仓
2QTUMDefiance Quantum ETF+1.5%+239.54%加仓
3EMBJEmbraer Sa-spon Adr+1.5%+100.26%加仓
4AMZNAmazon.com INC+1%+80.22%加仓
5WDWalker & Dunlop INC+1%+619.78%加仓
6CGMSCap Group US Multi-sect Bond+0.7%+97.99%加仓
7XOMExxon Mobil CORP+0.6%-1.01%减仓
8IWMIshares Russell 2000 ETF+0.3%+143.10%加仓
9JETSUS Global Jets ETF+0.2%+156.96%加仓
10INTCIntel CORP+0.2%-3.58%减仓
11VOOVanguard S&p 500 ETF+0.2%+141.34%加仓
12JPSTJpmorgan Ultra-short Income+0.2%+11.99%加仓
13EWZSIshares Msci Brazil Small-ca+0.2%+19.48%加仓
14HWMHowmet Aerospace INC+0.1%-0.85%减仓
15IHYVaneck Int High Yield Bond+0.1%+14.29%加仓
16IEFIshares 7-10 Year Treasury B+0.1%+12.02%加仓
17IWNIshares Russell 2000 Value E+0.1%+9.48%加仓
18PFFIshares Preferred & Income S+0.1%+13.70%加仓
19ITAIshares U.s. Aerospace & Def+0.1%+13.77%加仓
20BABAAlibaba Group Holding-sp Adr-0.2%-4.33%减仓
21CGGOCap Group Global Growth-0.2%-5.47%减仓
22QVMLInvesco S&p 500 Qvm Multi-fa-0.2%-4.87%减仓
23CGGRCap Group Growth Equity-0.2%-4.58%减仓
24MRSKToews Agility Shares Managed-0.2%-3.85%减仓
25TSMTaiwan Semiconductor-sp Adr-0.2%-13.85%减仓
26JPMJpmorgan Chase & Co-0.3%+0.21%加仓
27GEGeneral Electric-0.3%-1.49%减仓
28PLTRPalantir Technologies Inc-a-0.3%-4.16%减仓
29AAPLApple INC-0.3%-1.49%减仓
30ACMRAcm Research Inc-class A-0.4%-32.53%减仓
31UBSUBS Group AG-0.5%-1.21%减仓
32BITBBitwise Bitcoin ETF-0.5%+2.08%加仓
33KWEBKranesh Csi China Internet-0.7%-49.36%减仓
34MSFTMicrosoft CORP-0.7%-1.51%减仓
35METAMeta Platforms Inc-class A-1.6%-91.94%减仓
36SPOTSpotify Technology S.A.—EXIT清仓
37IBMIntl Business Machines CORP—EXIT清仓
38ICSHIshares Ultra Short Duration—NEW新建仓
39NFLXNetflix INC—EXIT清仓
40VVisa Inc-class A Shares—EXIT清仓
41UBERUber Technologies INC—EXIT清仓
42FTITechnipFMC plc—NEW新建仓
43ATIAti INC—NEW新建仓
44TREELendingtree INC—EXIT清仓
45AMJBAlerian Mlp Etn2044—NEW新建仓
46SLVIshares Silver Trust—NEW新建仓
47XLRESs Real Estate Select Sector—NEW新建仓
48XLPSs Consumer Staples Sel Sect—NEW新建仓
49AMRXAmneal Pharmaceuticals INC—NEW新建仓
50COPXGlobal X Copper Miners ETF—NEW新建仓

FAQ

RPg Family Wealth Advisory, LLC 是什么机构？属于哪种投资人类型？
RPg Family Wealth Advisory, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.8亿，分布在 146 个已申报仓位之中。
RPg Family Wealth Advisory, LLC 目前前几大持股有哪些？
根据最新 13F 申报，RPg Family Wealth Advisory, LLC 按市值排列的前几大持股为： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$2192.0万 (4.6%) 2. Embraer Sa-spon Adr (EMBJ) — US$1670.3万 (3.5%) 3. Jpmorgan Ultra-short Income (JPST) — US$1543.9万 (3.2%) 4. Amazon.com INC (AMZN) — US$1418.7万 (3.0%) 5. Exxon Mobil CORP (XOM) — US$1255.2万 (2.6%)
RPg Family Wealth Advisory, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，RPg Family Wealth Advisory, LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 18 个既有持股、减仓 17 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：清仓: Spotify Technology S.A. (SPOT); 清仓: Intl Business Machines CORP (IBM); 新建仓: Ishares Ultra Short Duration (ICSH); 清仓: Netflix INC (NFLX); 清仓: Visa Inc-class A Shares (V)
RPg Family Wealth Advisory, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，RPg Family Wealth Advisory, LLC 的主要板块分布如下： • Information Technology: 28.2% • Financials: 25.3% • Industrials: 24.2% • Energy: 9.8% • Consumer Discretionary: 9.1% • Materials: 1.9%