RMR Wealth Builders
Montclair NJ · SEC CIK 0001803848
$16.10亿2026Q2 申报市值
316持仓数
54.1%前十大占比 · 第一大 9.7%
46 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHO 加仓+$2,062.41万
VUG 加仓+$1,967.23万
VTV 加仓+$1,809.32万
VOO 加仓+$1,727.87万
IEFA 加仓+$566.49万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$625.20万
TMO 清仓-$269.03万
BX 减仓-$251.68万
V 减仓-$184.65万
VRTX 减仓-$178.28万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.56亿 | 9.72% | 1,816,708 | 228,376 | 14.4% | $1,967.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.56亿 | 9.70% | 227,464 | 25,158 | 12.4% | $1,727.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.43亿 | 8.89% | 656,979 | 83,023 | 14.5% | $1,809.32万 | 加仓 |
| IJH | ISHARES TR | $8,890.97万 | 5.52% | 1,153,024 | 43,599 | 3.9% | $336.19万 | 加仓 |
| IEFA | ISHARES TR | $7,273.72万 | 4.52% | 753,130 | 58,655 | 8.4% | $566.49万 | 加仓 |
| — | NORTHERN LTS FD TR II | $6,851.64万 | 4.25% | 2,397,610 | 140,304 | 6.2% | $400.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,992.36万 | 3.10% | 249,506 | 87 | 0.0% | $1.74万 | 加仓 |
| IWF | ISHARES TR | $4,939.42万 | 3.07% | 397,795 | -2,113 | -0.5% | -$26.24万 | 减仓 |
| AAPL | APPLE INC | $4,579.59万 | 2.84% | 158,266 | 4,195 | 2.7% | $121.39万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $3,984.82万 | 2.47% | 1,650,711 | 854,354 | 107.3% | $2,062.41万 | 加仓 |
| SUB | ISHARES TR | $3,334.85万 | 2.07% | 313,220 | 18,583 | 6.3% | $197.85万 | 加仓 |
| IWD | ISHARES TR | $3,309.40万 | 2.06% | 136,510 | -674 | -0.5% | -$16.34万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $2,301.76万 | 1.43% | 1,151,454 | 74,187 | 6.9% | $148.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,143.76万 | 1.33% | 57,470 | 3,841 | 7.2% | $143.28万 | 加仓 |
| HYS | PIMCO ETF TR | $2,131.84万 | 1.32% | 227,955 | 23,047 | 11.2% | $215.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,940.82万 | 1.21% | 81,431 | 5,139 | 6.7% | $122.48万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,806.79万 | 1.12% | 351,741 | 18,691 | 5.6% | $96.01万 | 加仓 |
| MUB | ISHARES TR | $1,749.72万 | 1.09% | 162,583 | 10,346 | 6.8% | $111.34万 | 加仓 |
| AVGO | BROADCOM INC | $1,641.09万 | 1.02% | 43,444 | -2,133 | -4.7% | -$80.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,593.26万 | 0.99% | 27,427 | 1,064 | 4.0% | $61.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,455.58万 | 0.90% | 12,610 | 1,760 | 16.2% | $203.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,397.50万 | 0.87% | 42,694 | 3,753 | 9.6% | $122.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,310.14万 | 0.81% | 17,544 | 58 | 0.3% | $4.33万 | 加仓 |
| GOOG | ALPHABET INC | $1,238.76万 | 0.77% | 35,060 | 3,391 | 10.7% | $119.81万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,140.51万 | 0.71% | 414,630 | 29,033 | 7.5% | $79.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $982.08万 | 0.61% | 13,336 | 1,057 | 8.6% | $77.84万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $942.09万 | 0.59% | 13,395 | -571 | -4.1% | -$40.16万 | 减仓 |
| GLW | CORNING INC | $929.21万 | 0.58% | 36,378 | 5,733 | 18.7% | $146.44万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $923.46万 | 0.57% | 12,101 | 1,591 | 15.1% | $121.41万 | 加仓 |
| META | META PLATFORMS INC | $918.99万 | 0.57% | 16,315 | 2,261 | 16.1% | $127.36万 | 加仓 |
| LLY | ELI LILLY & CO | $888.62万 | 0.55% | 7,409 | 1,389 | 23.1% | $166.59万 | 加仓 |
| TSLA | TESLA INC | $847.70万 | 0.53% | 20,154 | 4,032 | 25.0% | $169.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $841.11万 | 0.52% | 44,148 | 2,591 | 6.2% | $49.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $840.94万 | 0.52% | 16,806 | 2,951 | 21.3% | $147.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $799.16万 | 0.50% | 23,435 | 3,963 | 20.4% | $135.14万 | 加仓 |
| GOOGL | ALPHABET INC | $714.16万 | 0.44% | 19,984 | 535 | 2.8% | $19.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $694.47万 | 0.43% | 7,424 | 1,237 | 20.0% | $115.71万 | 加仓 |
| EFA | ISHARES TR | $663.87万 | 0.41% | 63,908 | 605 | 1.0% | $6.28万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $662.40万 | 0.41% | 38,992 | 7,354 | 23.2% | $124.93万 | 加仓 |
| HD | HOME DEPOT INC | $655.34万 | 0.41% | 18,582 | 3,482 | 23.1% | $122.80万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $652.56万 | 0.41% | 258,829 | 23,483 | 10.0% | $59.21万 | 加仓 |
| KLAC | KLA CORP | $643.19万 | 0.40% | 21,318 | 5,768 | 37.1% | $174.03万 | 加仓 |
| AMAT | APPLIED MATLS INC | $637.05万 | 0.40% | 8,811 | 2,173 | 32.7% | $157.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $619.32万 | 0.38% | 6,124 | 1,066 | 21.1% | $107.80万 | 加仓 |
| WMT | WALMART INC | $600.46万 | 0.37% | 53,016 | 11,332 | 27.2% | $128.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $560.16万 | 0.35% | 22,056 | 4,622 | 26.5% | $117.39万 | 加仓 |
| GE | GE AEROSPACE | $540.06万 | 0.34% | 14,450 | 3,266 | 29.2% | $122.06万 | 加仓 |
| CAT | CATERPILLAR INC | $538.51万 | 0.33% | 5,057 | 3,213 | 174.2% | $342.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $521.41万 | 0.32% | 31,456 | 5,832 | 22.8% | $96.67万 | 加仓 |
| NFLX | NETFLIX INC. | $520.98万 | 0.32% | 72,967 | 13,849 | 23.4% | $98.88万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $497.94万 | 0.31% | 14,721 | 3,628 | 32.7% | $122.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $495.51万 | 0.31% | 39,220 | 25,336 | 182.5% | $320.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $487.52万 | 0.30% | 17,337 | 3,866 | 28.7% | $108.71万 | 加仓 |
| V | VISA INC | $475.18万 | 0.30% | 13,850 | -5,382 | -28.0% | -$184.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $465.92万 | 0.29% | 110,043 | 22,145 | 25.2% | $93.76万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $447.20万 | 0.28% | 151,953 | -11,821 | -7.2% | -$34.79万 | 减仓 |
| MMM | 3M CO | $436.76万 | 0.27% | 26,976 | 6,479 | 31.6% | $104.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $436.49万 | 0.27% | 60,666 | 17,448 | 40.4% | $125.54万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $434.02万 | 0.27% | 34,288 | 9,304 | 37.2% | $117.77万 | 加仓 |
| TJX | TJX COS INC NEW | $433.75万 | 0.27% | 28,630 | 7,219 | 33.7% | $109.37万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $426.51万 | 0.26% | 17,172 | 4,462 | 35.1% | $110.82万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $422.22万 | 0.26% | 6,610 | 4,957 | 299.9% | $316.64万 | 加仓 |
| MCD | MCDONALDS CORP | $417.86万 | 0.26% | 15,458 | 5,324 | 52.5% | $143.92万 | 加仓 |
| ASML | ASML HLDG NV | $410.01万 | 0.25% | 2,061 | 38 | 1.9% | $7.56万 | 加仓 |
| CME | CME GROUP INC | $392.52万 | 0.24% | 17,775 | 12,175 | 217.4% | $268.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $376.32万 | 0.23% | 52,150 | 12,407 | 31.2% | $89.53万 | 加仓 |
| PGR | PROGRESSIVE CORP | $366.63万 | 0.23% | 16,783 | 4,886 | 41.1% | $106.74万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $354.78万 | 0.22% | 40,370 | 268 | 0.7% | $2.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $353.84万 | 0.22% | 30,328 | 7,815 | 34.7% | $91.18万 | 加仓 |
| PYLD | PIMCO ETF TR | $342.90万 | 0.21% | 129,298 | 16,832 | 15.0% | $44.64万 | 加仓 |
| OEF | ISHARES TR | $336.66万 | 0.21% | 9,202 | 26 | 0.3% | $9,512 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $332.93万 | 0.21% | 5,339 | 1,466 | 37.9% | $91.42万 | 加仓 |
| ORCL | ORACLE CORP | $327.96万 | 0.20% | 22,379 | 4,062 | 22.2% | $59.53万 | 加仓 |
| WELL | WELLTOWER INC | $324.75万 | 0.20% | 14,308 | 14,308 | — | $324.75万 | 新建仓 |
| NEM | NEWMONT CORP | $314.18万 | 0.20% | 33,638 | 8,660 | 34.7% | $80.88万 | 加仓 |
| IWM | ISHARES TR | $307.60万 | 0.19% | 10,238 | -2,184 | -17.6% | -$65.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $278.96万 | 0.17% | 5,841 | 283 | 5.1% | $13.52万 | 加仓 |
| INTC | INTEL CORP | $265.16万 | 0.16% | 18,990 | 3,485 | 22.5% | $48.66万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $244.67万 | 0.15% | 6,519 | 6,519 | — | $244.67万 | 新建仓 |
| MRK | MERCK & CO INC | $237.13万 | 0.15% | 18,454 | 5,388 | 41.2% | $69.23万 | 加仓 |
| TER | TERADYNE INC | $229.58万 | 0.14% | 4,745 | -69 | -1.4% | -$3.34万 | 减仓 |
| SHY | ISHARES TR | $229.43万 | 0.14% | 27,942 | 17 | 0.1% | $1,396 | 加仓 |
| MA | MASTERCARD INCORPORATED | $227.01万 | 0.14% | 4,420 | 5 | 0.1% | $2,568 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $225.53万 | 0.14% | 5,227 | 5,227 | — | $225.53万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $206.41万 | 0.13% | 45,208 | 45,208 | — | $206.41万 | 新建仓 |
| TWLO | TWILIO INC | $204.72万 | 0.13% | 9,922 | -495 | -4.8% | -$10.21万 | 减仓 |
| IJR | ISHARES TR | $201.29万 | 0.12% | 13,572 | -5,280 | -28.0% | -$78.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $198.42万 | 0.12% | 4,579 | -214 | -4.5% | -$9.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $184.40万 | 0.11% | 3,530 | -195 | -5.2% | -$10.19万 | 减仓 |
| GM | GENERAL MTRS CO | $183.97万 | 0.11% | 23,867 | -116 | -0.5% | -$8,941 | 减仓 |
| ABBV | ABBVIE INC | $183.37万 | 0.11% | 7,287 | 111 | 1.5% | $2.79万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $180.04万 | 0.11% | 6,044 | -635 | -9.5% | -$18.92万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $174.90万 | 0.11% | 3,521 | -3,589 | -50.5% | -$178.28万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $174.65万 | 0.11% | 7,093 | 299 | 4.4% | $7.36万 | 加仓 |
| C | CITIGROUP INC | $173.67万 | 0.11% | 12,409 | 327 | 2.7% | $4.58万 | 加仓 |
| KO | COCA COLA CO | $169.08万 | 0.10% | 20,669 | 1,171 | 6.0% | $9.58万 | 加仓 |
| BLK | BLACKROCK INC | $168.00万 | 0.10% | 1,747 | -8 | -0.5% | -$7,693 | 减仓 |
| DGRW | WISDOMTREE TR | $163.68万 | 0.10% | 17,117 | -62 | -0.4% | -$5,929 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $163.63万 | 0.10% | 28,972 | 28,972 | — | $163.63万 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC | $162.78万 | 0.10% | 38,710 | 0 | 0.0% | — | 不变 |