RMR Wealth Builders
Montclair NJ · SEC CIK 0001803848
$12.70亿2026Q1 申报市值
277持仓数
54.8%前十大占比 · 第一大 9.5%
18 / 15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
VUG 加仓+$1,150.77万
NORTHERN LTS FD 加仓+$1,063.70万
VOO 加仓+$875.29万
AAPL 加仓+$546.87万
IEFA 加仓+$395.39万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$422.73万
IJR 减仓-$417.92万
LIN 减仓-$262.08万
QCOM 清仓-$228.23万
ISRG 减仓-$219.02万
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -13,343 | -100.0% | -$228.23万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -10,226 | -100.0% | -$156.65万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -15,550 | -100.0% | -$79.46万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,753 | -100.0% | -$53.10万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,273 | -100.0% | -$34.64万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,698 | -100.0% | -$27.44万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,059 | -100.0% | -$24.57万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,982 | -100.0% | -$23.66万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -660 | -100.0% | -$23.18万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,795 | -100.0% | -$22.88万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -888 | -100.0% | -$22.40万 | 清仓 |
| USMF | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPS | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -21,992 | -100.0% | -$22.30万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,139 | -100.0% | -$20.70万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,169 | -100.0% | -$20.22万 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -38,360 | -100.0% | -$8,627 | 清仓 |
| — | PIMCO HIGH INCOME FD | $5.43万 | 0.00% | 11,612 | -1,038 | -8.2% | -$4,856 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $8.02万 | 0.01% | 11,680 | 11,680 | — | $8.02万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.08万 | 0.01% | 16,063 | 16,063 | — | $8.08万 | 新建仓 |
| VALE | VALE S A | $17.19万 | 0.01% | 10,803 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $20.27万 | 0.02% | 1,339 | 1,339 | — | $20.27万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $20.27万 | 0.02% | 3,274 | -1,395 | -29.9% | -$8.64万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $20.38万 | 0.02% | 1,504 | 1,504 | — | $20.38万 | 新建仓 |
| FTMH | PUTNAM ETF TRUST | $20.39万 | 0.02% | 17,685 | 43 | 0.2% | $496 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.60万 | 0.02% | 2,006 | -53 | -2.6% | -$5,442 | 减仓 |
| QYLD | GLOBAL X FDS | $20.81万 | 0.02% | 12,134 | 472 | 4.0% | $8,095 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $20.83万 | 0.02% | 3,224 | -1 | -0.0% | -$65 | 重新持有 |
| VST | VISTRA CORP | $20.94万 | 0.02% | 1,393 | 1,393 | — | $20.94万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.20万 | 0.02% | 783 | -213 | -21.4% | -$5.77万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $21.26万 | 0.02% | 22,028 | 22,028 | — | $21.26万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $21.27万 | 0.02% | 6,403 | 14 | 0.2% | $465 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $21.37万 | 0.02% | 2,331 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.38万 | 0.02% | 1,633 | -49 | -2.9% | -$6,417 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.66万 | 0.02% | 2,628 | 216 | 9.0% | $1.78万 | 加仓 |
| ITM | VANECK ETF TRUST | $22.12万 | 0.02% | 4,763 | 4,763 | — | $22.12万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.22万 | 0.02% | 1,063 | -59 | -5.3% | -$1.23万 | 减仓 |
| RIO | RIO TINTO PLC | $22.25万 | 0.02% | 2,385 | 2,385 | — | $22.25万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.61万 | 0.02% | 787 | -141 | -15.2% | -$4.05万 | 减仓 |
| AZO | AUTOZONE INC | $22.97万 | 0.02% | 68 | -3 | -4.2% | -$1.01万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $23.48万 | 0.02% | 2,263 | 2,263 | — | $23.48万 | 新建仓 |
| EMXC | ISHARES INC | $23.52万 | 0.02% | 2,990 | -80 | -2.6% | -$6,293 | 减仓 |
| VMI | VALMONT INDS INC | $23.53万 | 0.02% | 589 | 1 | 0.2% | $400 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $23.64万 | 0.02% | 4,747 | -85 | -1.8% | -$4,234 | 减仓 |
| AMGN | AMGEN INC | $23.74万 | 0.02% | 675 | 675 | — | $23.74万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $23.92万 | 0.02% | 12,394 | 12,394 | — | $23.92万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $25.38万 | 0.02% | 791 | 40 | 5.3% | $1.28万 | 加仓 |
| BA | BOEING CO | $25.88万 | 0.02% | 1,300 | 11 | 0.9% | $2,190 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $26.31万 | 0.02% | 5,817 | 547 | 10.4% | $2.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.14万 | 0.02% | 2,163 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $27.35万 | 0.02% | 2,478 | 93 | 3.9% | $1.03万 | 加仓 |
| IVE | ISHARES TR | $27.63万 | 0.02% | 1,308 | -4 | -0.3% | -$845 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $27.66万 | 0.02% | 5,469 | 5,469 | — | $27.66万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.72万 | 0.02% | 4,291 | 29 | 0.7% | $1,873 | 加仓 |
| IEX | IDEX CORP | $27.73万 | 0.02% | 1,463 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $27.97万 | 0.02% | 3,705 | -122 | -3.2% | -$9,210 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $27.98万 | 0.02% | 4,601 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $28.04万 | 0.02% | 756 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $28.38万 | 0.02% | 505 | -1 | -0.2% | -$562 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $28.89万 | 0.02% | 19,561 | -680 | -3.4% | -$1.00万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.38万 | 0.02% | 1,482 | -332 | -18.3% | -$6.58万 | 减仓 |
| RY | ROYAL BK CDA | $29.46万 | 0.02% | 1,821 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $29.55万 | 0.02% | 5,477 | 1,196 | 27.9% | $6.45万 | 加仓 |
| RPM | RPM INTL INC | $29.81万 | 0.02% | 2,999 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $29.97万 | 0.02% | 1,213 | 1,213 | — | $29.97万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.73万 | 0.02% | 2,758 | -46 | -1.6% | -$5,125 | 减仓 |
| AOS | SMITH A O CORP | $30.93万 | 0.02% | 4,691 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.15万 | 0.02% | 8,108 | -198 | -2.4% | -$7,608 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.32万 | 0.02% | 1,456 | 3 | 0.2% | $645 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.14万 | 0.03% | 11,052 | -789 | -6.7% | -$2.29万 | 减仓 |
| DON | WISDOMTREE TR | $32.15万 | 0.03% | 6,119 | -699 | -10.3% | -$3.67万 | 减仓 |
| SGOV | ISHARES TR | $32.28万 | 0.03% | 3,207 | 3,207 | — | $32.28万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $32.29万 | 0.03% | 1,957 | -1 | -0.1% | -$165 | 减仓 |
| T | AT&T INC | $32.32万 | 0.03% | 11,150 | -4,327 | -28.0% | -$12.54万 | 减仓 |
| MELI | MERCADOLIBRE INC | $32.49万 | 0.03% | 188 | 23 | 13.9% | $3.98万 | 加仓 |
| RING | ISHARES INC | $32.68万 | 0.03% | 4,138 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $32.94万 | 0.03% | 962 | 92 | 10.6% | $3.15万 | 加仓 |
| IVW | ISHARES TR | $33.37万 | 0.03% | 2,950 | -49 | -1.6% | -$5,542 | 减仓 |
| DGRS | WISDOMTREE TR | $33.53万 | 0.03% | 6,332 | -567 | -8.2% | -$3.00万 | 减仓 |
| FTNT | FORTINET INC | $33.83万 | 0.03% | 4,140 | 365 | 9.7% | $2.98万 | 加仓 |
| DXCM | DEXCOM INC | $33.92万 | 0.03% | 5,401 | 36 | 0.7% | $2,261 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.27万 | 0.03% | 567 | 26 | 4.8% | $1.57万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $34.49万 | 0.03% | 4,307 | 6 | 0.1% | $480 | 加仓 |
| ADBE | ADOBE INC | $34.88万 | 0.03% | 1,435 | 40 | 2.9% | $9,723 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.80万 | 0.03% | 11,669 | -544 | -4.5% | -$1.67万 | 减仓 |
| MPC | MARATHON PETE CORP | $35.94万 | 0.03% | 1,472 | 93 | 6.7% | $2.27万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $36.39万 | 0.03% | 2,084 | 273 | 15.1% | $4.77万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.76万 | 0.03% | 1,154 | 6 | 0.5% | $1,963 | 加仓 |
| MIDD | MIDDLEBY CORP | $38.01万 | 0.03% | 2,867 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $38.39万 | 0.03% | 1,276 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $39.23万 | 0.03% | 7,230 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $39.50万 | 0.03% | 7,515 | -114 | -1.5% | -$5,992 | 减仓 |
| IBN | ICICI BANK LIMITED | $39.79万 | 0.03% | 15,362 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $40.22万 | 0.03% | 947 | 66 | 7.5% | $2.80万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $40.63万 | 0.03% | 20,701 | 338 | 1.7% | $6,633 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $40.75万 | 0.03% | 1,271 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $41.02万 | 0.03% | 5,928 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $41.15万 | 0.03% | 11,364 | -1,954 | -14.7% | -$7.08万 | 减仓 |
| ETN | EATON CORP PLC | $41.21万 | 0.03% | 1,152 | -254 | -18.1% | -$9.09万 | 减仓 |