RPg Family Wealth Advisory, LLC 13F 持仓 · 2026年Q2

RPg Family Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 6.00 亿美元。前几大持仓：INTC（4.86%）、XOM（4.18%）、QTUM（3.66%）。本季前 25 大持仓中：增持 24 只、减持 1 只。

排名	代码	公司	市值	占组合	股数	变动
1	INTC	INTEL CORP	$45.0M	4.86%	322,101	增持
2	XOM	EXXON MOBIL CORP COM EXCHANGED FOR CUSIP	$38.6M	4.18%	282,640	增持
3	QTUM	ETF SER SOLUTIONS DEFIANCE QUANT	$33.8M	3.66%	204,461	增持
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	$32.2M	3.48%	67,295	增持
5	ATI	Allegheny Technologies Inc	$30.2M	3.27%	153,200	增持
6	EMBJ	EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079	$27.7M	2.99%	434,029	增持
7	MSFT	MICROSOFT CORP	$25.3M	2.73%	67,739	增持
8	HWM	HOWMET AEROSPACE INC COM	$24.5M	2.65%	91,092	增持
9	NVDA	NVIDIA Corp	$23.6M	2.55%	117,876	增持
10	GE	GE AEROSPACE COM NEW	$23.2M	2.51%	62,210	增持
11	BRKB	Berkshire Hathaway Inc	$21.7M	2.35%	43,432	减持
12	UBS	Ubs Group Ag Shs	$21.2M	2.30%	428,194	增持
13	JPST	J P MORGAN EXCHANGE TRADED FD ULTRA SHRT	$20.0M	2.17%	396,400	增持
14	JPM	JPMorgan Chase & Co	$19.4M	2.10%	59,305	增持
15	BITB	BITWISE BITCOIN ETF SHS BEN INT	$19.1M	2.07%	600,176	增持
16	ICSH	ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF	$19.2M	2.07%	378,971	增持
17	MRSK	NORTHERN LTS FD TR TOEWS AGILITY SHS MANAGED RISK ETF	$18.1M	1.96%	469,435	增持
18	AAPL	APPLE INC	$16.6M	1.79%	57,280	增持
19	AMZN	Amazon.com Inc	$16.2M	1.76%	68,148	增持
20	CGMS	CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF	$15.4M	1.66%	562,899	增持
21	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	$15.4M	1.66%	162,732	增持
22	FTSL	FIRST TR EXCHANGE-TRADED FD IV SENIOR LN	$14.8M	1.60%	331,029	增持
23	IHY	VanEck Vectors Intl Hi Yld Bd ETF	$14.4M	1.56%	666,073	增持
24	PFF	iShares US Preferred Stock	$14.0M	1.52%	459,524	增持
25	FTI	FMC Technologies Inc	$13.7M	1.48%	206,028	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR