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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP | $41.66万 | 0.03% | 10,214 | 52 | 0.5% | $2,121 | 加仓 |
| SPYG | SPDR SERIES TRUST | $42.64万 | 0.03% | 4,355 | -1,505 | -25.7% | -$14.74万 | 减仓 |
| HUM | HUMANA INC | $42.78万 | 0.03% | 2,467 | 15 | 0.6% | $2,601 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $42.96万 | 0.03% | 8,611 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $43.27万 | 0.03% | 8,576 | 774 | 9.9% | $3.91万 | 加仓 |
| DOCU | DOCUSIGN INC | $43.34万 | 0.03% | 9,142 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $43.66万 | 0.03% | 881 | -5,288 | -85.7% | -$262.08万 | 减仓 |
| TMUS | T-MOBILE US INC | $44.00万 | 0.03% | 2,095 | -2 | -0.1% | -$420 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $44.72万 | 0.04% | 1,653 | 1,653 | — | $44.72万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.82万 | 0.04% | 7,391 | 477 | 6.9% | $2.89万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.71万 | 0.04% | 7,444 | 262 | 3.6% | $1.64万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $46.78万 | 0.04% | 5,513 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $47.26万 | 0.04% | 38,176 | -202 | -0.5% | -$2,500 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $47.32万 | 0.04% | 19,773 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $47.74万 | 0.04% | 811 | -1 | -0.1% | -$589 | 减仓 |
| MCK | MCKESSON CORP | $47.99万 | 0.04% | 554 | 81 | 17.1% | $7.02万 | 加仓 |
| CLOI | VANECK ETF TRUST | $48.22万 | 0.04% | 9,151 | 2,424 | 36.0% | $12.77万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $48.45万 | 0.04% | 2,039 | 91 | 4.7% | $2.16万 | 加仓 |
| LOW | LOWES COS INC | $48.72万 | 0.04% | 2,062 | 55 | 2.7% | $1.30万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $51.32万 | 0.04% | 6,474 | 1,076 | 19.9% | $8.53万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $52.02万 | 0.04% | 6,457 | 278 | 4.5% | $2.24万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $52.20万 | 0.04% | 1,512 | 42 | 2.9% | $1.45万 | 加仓 |
| IVV | ISHARES TR | $52.40万 | 0.04% | 802 | 22 | 2.8% | $1.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $53.04万 | 0.04% | 3,208 | -26 | -0.8% | -$4,299 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $53.23万 | 0.04% | 3,559 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $53.37万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $53.38万 | 0.04% | 4,716 | -158 | -3.2% | -$1.79万 | 减仓 |
| XVV | ISHARES TR | $53.64万 | 0.04% | 10,897 | 6,461 | 145.6% | $31.80万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $53.78万 | 0.04% | 2,146 | 91 | 4.4% | $2.28万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $53.89万 | 0.04% | 128 | -2 | -1.5% | -$8,421 | 减仓 |
| SMH | VANECK ETF TRUST | $54.25万 | 0.04% | 1,415 | -58 | -3.9% | -$2.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $55.03万 | 0.04% | 2,867 | 574 | 25.0% | $11.02万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $55.04万 | 0.04% | 1,053 | 17 | 1.6% | $8,886 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $55.33万 | 0.04% | 28,328 | 144 | 0.5% | $2,812 | 加仓 |
| CSCO | CISCO SYS INC | $57.78万 | 0.05% | 7,447 | 395 | 5.6% | $3.06万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $58.02万 | 0.05% | 34,931 | -804 | -2.2% | -$1.34万 | 减仓 |
| INTU | INTUIT | $58.37万 | 0.05% | 1,350 | -2,415 | -64.1% | -$104.42万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.05万 | 0.05% | 11,667 | 11,667 | — | $59.05万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $59.15万 | 0.05% | 6,294 | 187 | 3.1% | $1.76万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $60.95万 | 0.05% | 19,040 | -438 | -2.2% | -$1.40万 | 减仓 |
| LRGF | ISHARES TR | $62.46万 | 0.05% | 9,464 | -400 | -4.1% | -$2.64万 | 减仓 |
| GEV | GE VERNOVA INC | $63.38万 | 0.05% | 726 | 38 | 5.5% | $3.32万 | 加仓 |
| ENB | ENBRIDGE INC | $63.99万 | 0.05% | 11,820 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $64.87万 | 0.05% | 13,562 | -1,027 | -7.0% | -$4.91万 | 减仓 |
| FRO | FRONTLINE PLC | $65.34万 | 0.05% | 18,744 | 577 | 3.2% | $2.01万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $66.15万 | 0.05% | 6,679 | 500 | 8.1% | $4.95万 | 加仓 |
| CSGP | COSTAR GROUP INC | $66.87万 | 0.05% | 16,576 | 540 | 3.4% | $2.18万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $67.32万 | 0.05% | 12,712 | -209 | -1.6% | -$1.11万 | 减仓 |
| — | NUVEEN NY AMT FREE | $67.52万 | 0.05% | 65,689 | 37 | 0.1% | $380 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $67.72万 | 0.05% | 4,306 | -7 | -0.2% | -$1,101 | 减仓 |
| INTC | INTEL CORP | $68.42万 | 0.05% | 15,505 | 981 | 6.8% | $4.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $68.85万 | 0.05% | 4,767 | -12,909 | -73.0% | -$186.46万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $69.92万 | 0.06% | 15,316 | -920 | -5.7% | -$4.20万 | 减仓 |
| RTX | RTX CORPORATION | $71.34万 | 0.06% | 3,698 | 149 | 4.2% | $2.87万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $71.41万 | 0.06% | 2,529 | 12 | 0.5% | $3,388 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $72.00万 | 0.06% | 3,952 | 39 | 1.0% | $7,105 | 加仓 |
| NEE | NEXTERA ENERGY INC | $72.01万 | 0.06% | 7,753 | -338 | -4.2% | -$3.14万 | 减仓 |
| DIS | DISNEY WALT CO | $74.24万 | 0.06% | 7,703 | -770 | -9.1% | -$7.42万 | 减仓 |
| RGLD | ROYAL GOLD INC | $76.47万 | 0.06% | 3,005 | 6 | 0.2% | $1,527 | 加仓 |
| FAST | FASTENAL CO | $76.76万 | 0.06% | 16,544 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $76.89万 | 0.06% | 15,773 | -1,770 | -10.1% | -$8.63万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $79.02万 | 0.06% | 21,118 | -151 | -0.7% | -$5,650 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $79.28万 | 0.06% | 12,942 | 869 | 7.2% | $5.32万 | 加仓 |
| — | ELECTRONIC ARTS INC | $80.65万 | 0.06% | 3,956 | -20 | -0.5% | -$4,077 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $81.29万 | 0.06% | 16,465 | -1,110 | -6.3% | -$5.48万 | 减仓 |
| UNP | UNION PAC CORP | $82.13万 | 0.06% | 3,385 | 3 | 0.1% | $728 | 加仓 |
| GLD | SPDR GOLD TR | $85.15万 | 0.07% | 1,979 | 122 | 6.6% | $5.25万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $87.70万 | 0.07% | 2,884 | 1 | 0.0% | $304 | 加仓 |
| TXN | TEXAS INSTRS INC | $88.12万 | 0.07% | 4,539 | -66 | -1.4% | -$1.28万 | 减仓 |
| SHOP | SHOPIFY INC | $89.23万 | 0.07% | 7,522 | -841 | -10.1% | -$9.98万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $91.19万 | 0.07% | 17,790 | 17,790 | — | $91.19万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $91.78万 | 0.07% | 5,031 | 11 | 0.2% | $2,007 | 加仓 |
| TFC | TRUIST FINL CORP | $92.13万 | 0.07% | 20,041 | -259 | -1.3% | -$1.19万 | 减仓 |
| IWB | ISHARES TR | $92.29万 | 0.07% | 2,588 | -18 | -0.7% | -$6,419 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $93.37万 | 0.07% | 37,725 | -88 | -0.2% | -$2,178 | 减仓 |
| CVS | CVS HEALTH CORP | $98.68万 | 0.08% | 13,740 | -15 | -0.1% | -$1,077 | 减仓 |
| SDY | SPDR SERIES TRUST | $99.64万 | 0.08% | 6,827 | 18 | 0.3% | $2,627 | 加仓 |
| CB | CHUBB LTD SWITZ | $100.56万 | 0.08% | 3,074 | -615 | -16.7% | -$20.12万 | 减仓 |
| PCAR | PACCAR INC | $100.61万 | 0.08% | 8,711 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $101.76万 | 0.08% | 7,709 | -1,115 | -12.6% | -$14.72万 | 减仓 |
| GLDM | WORLD GOLD TR | $102.26万 | 0.08% | 11,033 | 2,710 | 32.6% | $25.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $102.53万 | 0.08% | 4,793 | 418 | 9.6% | $8.94万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $106.49万 | 0.08% | 974 | 16 | 1.7% | $1.75万 | 加仓 |
| MS | MORGAN STANLEY | $107.59万 | 0.08% | 6,538 | 36 | 0.6% | $5,924 | 加仓 |
| CSX | CSX CORP | $111.91万 | 0.09% | 27,261 | -40 | -0.1% | -$1,642 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $114.57万 | 0.09% | 37,005 | -43 | -0.1% | -$1,331 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $115.00万 | 0.09% | 24,786 | 171 | 0.7% | $7,934 | 加仓 |
| CMCSA | COMCAST CORP NEW | $116.13万 | 0.09% | 40,450 | -1,706 | -4.0% | -$4.90万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $121.04万 | 0.10% | 8,256 | -964 | -10.5% | -$14.13万 | 减仓 |
| SHYD | VANECK ETF TRUST | $128.60万 | 0.10% | 56,750 | 12,626 | 28.6% | $28.61万 | 加仓 |
| CAT | CATERPILLAR INC | $130.64万 | 0.10% | 1,844 | -5 | -0.3% | -$3,542 | 减仓 |
| TWLO | TWILIO INC | $131.07万 | 0.10% | 10,417 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $131.84万 | 0.10% | 16,286 | 94 | 0.6% | $7,610 | 加仓 |
| IWR | ISHARES TR | $134.01万 | 0.11% | 13,782 | -411 | -2.9% | -$4.00万 | 减仓 |
| — | CHAIN BRIDGE BANCORP INC | $135.10万 | 0.11% | 38,710 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $137.02万 | 0.11% | 12,082 | 23 | 0.2% | $2,608 | 加仓 |
| SPTI | SPDR SERIES TRUST | $140.21万 | 0.11% | 48,920 | 5,486 | 12.6% | $15.72万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $141.37万 | 0.11% | 6,794 | -45 | -0.7% | -$9,363 | 减仓 |
| TER | TERADYNE INC | $142.72万 | 0.11% | 4,814 | -289 | -5.7% | -$8.57万 | 减仓 |