RIA Advisory Group LLC
- SEC CIK
- 0001958384
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位。
- 持股檔數
- 96
- 2022 年第 3 季沒有申報
- 總值
- $1.73 億
- 2022 年第 3 季沒有申報
RIA Advisory Group LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 439,991 | $3,235 萬 | 18.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 64,575 | $2,444 萬 | 14.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 68,308 | $1,466 萬 | 8.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 125,235 | $1,132 萬 | 6.6% | – | – | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 526,778 | $833.7 萬 | 4.8% | – | – | – |
| SLViShares Silver Trust | ETF | 293,529 | $646.4 萬 | 3.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 77,162 | $482.9 萬 | 2.8% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 24,270 | $458.6 萬 | 2.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 26,083 | $446.6 萬 | 2.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,286 | $441.5 萬 | 2.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 108,270 | $421.6 萬 | 2.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 27,823 | $413.8 萬 | 2.4% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 24,462 | $184.0 萬 | 1.1% | – | – | – |
| MMM3M Co | Stock | 15,218 | $181.2 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 8,596 | $152.1 萬 | 0.9% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,723 | $150.6 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,465 | $149.2 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,656 | $143.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,144 | $135.0 萬 | 0.8% | – | – | – |
| KODKodiak Sciences Inc. | COM | 149,576 | $107.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46435G318 | IBONDS DEC2023 | 42,702 | $104.4 萬 | 0.6% | – | – | – |
| iShares Tr46435U697 | IBONDS DEC | 41,651 | $103.5 萬 | 0.6% | – | – | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 40,393 | $102.8 萬 | 0.6% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 10,963 | $102.1 萬 | 0.6% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 22,854 | $96.0 萬 | 0.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 10,482 | $95.9 萬 | 0.6% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 37,299 | $90.4 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 12,597 | $89.1 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,384 | $87.3 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,934 | $82.3 萬 | 0.5% | – | – | 歷史 |
| SOSouthern Co | Stock | 13,878 | $81.9 萬 | 0.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,508 | $81.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 12,792 | $76.4 萬 | 0.4% | – | – | – |
| AMGNAmgen Inc | Stock | 2,767 | $72.7 萬 | 0.4% | – | – | 歷史 |
| LEGLeggett & Platt Inc | Stock | 22,896 | $72.6 萬 | 0.4% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 32,811 | $70.4 萬 | 0.4% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,027 | $69.8 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,485 | $69.6 萬 | 0.4% | – | – | – |
| KMBKimberly Clark Corp | Stock | 5,428 | $69.5 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 23,911 | $68.5 萬 | 0.4% | – | – | – |
| UBERUber Technologies, Inc | Stock | 26,996 | $66.8 萬 | 0.4% | – | – | 歷史 |
| UGIUgi Corp | Stock | 17,358 | $63.0 萬 | 0.4% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,757 | $62.9 萬 | 0.4% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,407 | $60.8 萬 | 0.4% | – | – | 歷史 |
| MDUMdu Resources Group Inc | Stock | 20,472 | $60.7 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,548 | $59.5 萬 | 0.3% | – | – | – |
| CEGConstellation Energy Corp | Stock | 6,996 | $59.1 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,951 | $57.5 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 15,392 | $54.9 萬 | 0.3% | – | – | – |
| COPConocoPhillips | Stock | 4,506 | $53.2 萬 | 0.3% | – | – | 歷史 |
| EVCMEverCommerce Inc. | COM | 68,771 | $51.2 萬 | 0.3% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,175 | $50.7 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 10,000 | $50.5 萬 | 0.3% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 10,551 | $49.8 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,812 | $49.0 萬 | 0.3% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 6,149 | $47.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,592 | $46.2 萬 | 0.3% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 7,306 | $44.8 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,296 | $44.2 萬 | 0.3% | – | – | 歷史 |
| EXCExelon Corp | Stock | 10,441 | $43.2 萬 | 0.3% | – | – | 歷史 |
| WKWorkiva Inc | COM CL A | 5,086 | $42.7 萬 | 0.2% | – | – | 歷史 |
| AEEAmeren Corp | COM | 4,746 | $42.2 萬 | 0.2% | – | – | 歷史 |
| DTEDte Energy Co | COM | 3,522 | $41.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,122 | $41.1 萬 | 0.2% | – | – | – |
| CMSCMS Energy Corp | COM | 6,440 | $40.8 萬 | 0.2% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 542 | $39.1 萬 | 0.2% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 1,315 | $36.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,182 | $33.9 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,002 | $32.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 6,226 | $29.3 萬 | 0.2% | – | – | – |
| PAYXPaychex Inc | Stock | 2,678 | $29.2 萬 | 0.2% | – | – | 歷史 |
| WATWaters Corp | COM | 856 | $28.7 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,079 | $26.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 17,512 | $25.9 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 13,545 | $24.9 萬 | 0.1% | – | – | 歷史 |
| GGGGraco Inc | COM | 3,549 | $23.9 萬 | 0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 3,813 | $22.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,788 | $22.2 萬 | 0.1% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,516 | $22.2 萬 | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 550 | $21.9 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,454 | $21.5 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 555 | $21.0 萬 | 0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,328 | $21.0 萬 | 0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 3,042 | $20.5 萬 | 0.1% | – | – | 歷史 |
| VFCV F Corp | Stock | 7,372 | $20.4 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 7,199 | $20.3 萬 | 0.1% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 239 | $20.2 萬 | 0.1% | – | – | 歷史 |
| MV Oil Tr553859109 | TR UNITS | 12,000 | $19.6 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,444 | $14.9 萬 | 0.1% | – | – | – |
| PBIPitney Bowes Inc | COM | 37,828 | $14.4 萬 | 0.1% | – | – | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 10,884 | $11.5 萬 | 0.1% | – | – | – |
| GPROGoPro, Inc. | CL A | 21,676 | $10.8 萬 | 0.1% | – | – | 歷史 |
| RUMRUM Group Inc. | Stock | 16,245 | $9.67 萬 | 0.1% | – | – | 歷史 |
| IQiQIYI, Inc. | SPONSORED ADS | 14,725 | $7.80 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,279 | $2.53 萬 | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 11,688 | $1.22 萬 | <0.1% | – | – | – |