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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $37.69万 | 0.02% | 1,821 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $38.04万 | 0.02% | 747 | 180 | 31.7% | $9.17万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $39.32万 | 0.02% | 4,347 | 40 | 0.9% | $3,618 | 加仓 |
| DIVO | AMPLIFY ETF TR | $39.33万 | 0.02% | 8,571 | 8,571 | — | $39.33万 | 新建仓 |
| IGSB | ISHARES TR | $39.39万 | 0.02% | 7,515 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $39.94万 | 0.02% | 11,055 | 3 | 0.0% | $108 | 加仓 |
| SITM | SITIME CORP | $39.97万 | 0.02% | 536 | 536 | — | $39.97万 | 新建仓 |
| IVW | ISHARES TR | $40.17万 | 0.02% | 2,921 | -29 | -1.0% | -$3,988 | 减仓 |
| MCK | MCKESSON CORP | $40.33万 | 0.03% | 533 | -21 | -3.8% | -$1.59万 | 减仓 |
| DOCU | DOCUSIGN INC | $40.46万 | 0.03% | 9,108 | -34 | -0.4% | -$1,510 | 减仓 |
| BE | BLOOM ENERGY CORP | $40.91万 | 0.03% | 1,351 | -153 | -10.2% | -$4.63万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $41.11万 | 0.03% | 26,068 | 6,507 | 33.3% | $10.26万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $42.73万 | 0.03% | 1,470 | -42 | -2.8% | -$1.22万 | 减仓 |
| TRU | TRANSUNION | $42.76万 | 0.03% | 5,928 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $43.08万 | 0.03% | 1,162 | 8 | 0.7% | $2,966 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $43.55万 | 0.03% | 8,611 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $43.79万 | 0.03% | 3,559 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $43.81万 | 0.03% | 4,804 | 513 | 12.0% | $4.68万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $43.92万 | 0.03% | 1,275 | 4 | 0.3% | $1,378 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $45.04万 | 0.03% | 34,618 | -313 | -0.9% | -$4,072 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $45.33万 | 0.03% | 786 | -25 | -3.1% | -$1.44万 | 减仓 |
| ALAB | ASTERA LABS INC | $45.37万 | 0.03% | 939 | 939 | — | $45.37万 | 新建仓 |
| LIN | LINDE PLC | $45.76万 | 0.03% | 882 | 1 | 0.1% | $519 | 加仓 |
| ULTA | ULTA BEAUTY INC | $45.95万 | 0.03% | 1,019 | -34 | -3.2% | -$1.53万 | 减仓 |
| PSX | PHILLIPS 66 | $46.03万 | 0.03% | 2,723 | -1,229 | -31.1% | -$20.78万 | 减仓 |
| IBN | ICICI BANK LIMITED | $46.05万 | 0.03% | 15,862 | 500 | 3.3% | $1.45万 | 加仓 |
| MPC | MARATHON PETE CORP | $46.54万 | 0.03% | 1,820 | 348 | 23.6% | $8.90万 | 加仓 |
| CSGP | COSTAR GROUP INC | $47.43万 | 0.03% | 16,749 | 173 | 1.0% | $4,899 | 加仓 |
| BWA | BORGWARNER INC | $48.01万 | 0.03% | 7,230 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $48.66万 | 0.03% | 19,773 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $49.20万 | 0.03% | 5,515 | 2 | 0.0% | $178 | 加仓 |
| MIDD | MIDDLEBY CORP | $49.32万 | 0.03% | 2,867 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $49.63万 | 0.03% | 8,075 | 8,075 | — | $49.63万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $50.48万 | 0.03% | 11,109 | -255 | -2.2% | -$1.16万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $51.84万 | 0.03% | 4,357 | 2 | 0.0% | $238 | 加仓 |
| FEOE | RBB FUND TRUST | $52.31万 | 0.03% | 9,796 | 1,220 | 14.2% | $6.51万 | 加仓 |
| IEI | ISHARES TR | $52.85万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.02万 | 0.03% | 1,244 | 92 | 8.0% | $3.92万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.17万 | 0.03% | 4,319 | 13 | 0.3% | $1,600 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $53.45万 | 0.03% | 4,831 | 115 | 2.4% | $1.27万 | 加仓 |
| IVV | ISHARES TR | $55.92万 | 0.03% | 747 | -55 | -6.9% | -$4.12万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $56.28万 | 0.03% | 6,099 | -195 | -3.1% | -$1.80万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $57.18万 | 0.04% | 1,020 | 73 | 7.7% | $4.09万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $57.64万 | 0.04% | 3,234 | 34 | 1.1% | $6,060 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.19万 | 0.04% | 1,921 | -118 | -5.8% | -$3.57万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.60万 | 0.04% | 11,786 | 119 | 1.0% | $6,018 | 加仓 |
| FTNT | FORTINET INC | $59.90万 | 0.04% | 3,899 | -241 | -5.8% | -$3.70万 | 减仓 |
| RGLD | ROYAL GOLD INC | $60.36万 | 0.04% | 3,024 | 19 | 0.6% | $3,792 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $61.60万 | 0.04% | 11,599 | -1,343 | -10.4% | -$7.13万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $61.92万 | 0.04% | 12,093 | -5,697 | -32.0% | -$29.17万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $61.99万 | 0.04% | 11,948 | -764 | -6.0% | -$3.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.01万 | 0.04% | 1,676 | 885 | 111.9% | $32.74万 | 加仓 |
| XVV | ISHARES TR | $62.75万 | 0.04% | 11,050 | 153 | 1.4% | $8,689 | 加仓 |
| COP | CONOCOPHILLIPS | $62.83万 | 0.04% | 6,044 | -1,665 | -21.6% | -$17.31万 | 减仓 |
| SHM | SPDR SERIES TRUST | $63.04万 | 0.04% | 13,142 | -420 | -3.1% | -$2.01万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $63.47万 | 0.04% | 8,031 | 1,557 | 24.1% | $12.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.06万 | 0.04% | 11,291 | 3,900 | 52.8% | $22.47万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $66.20万 | 0.04% | 19,472 | 432 | 2.3% | $1.47万 | 加仓 |
| ENB | ENBRIDGE INC | $67.63万 | 0.04% | 12,475 | 655 | 5.5% | $3.55万 | 加仓 |
| FRO | FRONTLINE PLC | $67.87万 | 0.04% | 19,509 | 765 | 4.1% | $2.66万 | 加仓 |
| GLD | SPDR GOLD TR | $69.05万 | 0.04% | 1,875 | -104 | -5.3% | -$3.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $69.21万 | 0.04% | 7,886 | 133 | 1.7% | $1.17万 | 加仓 |
| LRGF | ISHARES TR | $69.53万 | 0.04% | 9,193 | -271 | -2.9% | -$2.05万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $70.19万 | 0.04% | 3,880 | 672 | 20.9% | $12.16万 | 加仓 |
| — | NUVEEN NY AMT FREE | $70.59万 | 0.04% | 65,445 | -244 | -0.4% | -$2,632 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $70.95万 | 0.04% | 3,334 | 467 | 16.3% | $9.94万 | 加仓 |
| DIS | DISNEY WALT CO | $71.25万 | 0.04% | 7,403 | -300 | -3.9% | -$2.89万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $71.77万 | 0.04% | 14,154 | 14,154 | — | $71.77万 | 新建仓 |
| RTX | RTX CORPORATION | $72.56万 | 0.05% | 3,824 | 126 | 3.4% | $2.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $74.64万 | 0.05% | 23,540 | 11,871 | 101.7% | $37.64万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $75.45万 | 0.05% | 2,254 | 108 | 5.0% | $3.62万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $77.74万 | 0.05% | 2,815 | 552 | 24.4% | $15.24万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $77.81万 | 0.05% | 806 | 806 | — | $77.81万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $78.03万 | 0.05% | 2,229 | -300 | -11.9% | -$10.50万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $78.19万 | 0.05% | 15,517 | 201 | 1.3% | $1.01万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $78.90万 | 0.05% | 14,717 | -1,748 | -10.6% | -$9.37万 | 减仓 |
| FAST | FASTENAL CO | $79.46万 | 0.05% | 16,544 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $80.20万 | 0.05% | 12,894 | 12,894 | — | $80.20万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $80.86万 | 0.05% | 19,378 | -1,740 | -8.2% | -$7.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $83.72万 | 0.05% | 3,787 | 3,787 | — | $83.72万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $84.07万 | 0.05% | 29,611 | -19,309 | -39.5% | -$54.82万 | 减仓 |
| — | ELECTRONIC ARTS INC | $84.39万 | 0.05% | 4,116 | 160 | 4.0% | $3.28万 | 加仓 |
| HON | HONEYWELL INTL INC | $84.79万 | 0.05% | 3,787 | -3,798 | -50.1% | -$85.04万 | 减仓 |
| SHOP | SHOPIFY INC | $86.13万 | 0.05% | 7,543 | 21 | 0.3% | $2,398 | 加仓 |
| GLDM | WORLD GOLD TR | $86.93万 | 0.05% | 10,946 | -87 | -0.8% | -$6,910 | 减仓 |
| CSCO | CISCO SYS INC | $87.37万 | 0.05% | 7,438 | -9 | -0.1% | -$1,057 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $88.89万 | 0.06% | 2,690 | -194 | -6.7% | -$6.41万 | 减仓 |
| BAC | BANK OF AMER CORP | $90.58万 | 0.06% | 15,896 | 123 | 0.8% | $7,009 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $91.20万 | 0.06% | 5,337 | 5,337 | — | $91.20万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $95.47万 | 0.06% | 6,511 | 1,744 | 36.6% | $25.57万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $95.57万 | 0.06% | 20,361 | -14,196 | -41.1% | -$66.63万 | 减仓 |
| GEV | GE VERNOVA INC | $96.22万 | 0.06% | 819 | 93 | 12.8% | $10.93万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $96.41万 | 0.06% | 39,270 | -1,180 | -2.9% | -$2.90万 | 减仓 |
| QUAL | ISHARES TR | $97.09万 | 0.06% | 4,425 | 4,425 | — | $97.09万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $97.60万 | 0.06% | 4,865 | -166 | -3.3% | -$3.33万 | 减仓 |
| HUM | HUMANA INC | $98.01万 | 0.06% | 2,467 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $99.72万 | 0.06% | 20,016 | -25 | -0.1% | -$1,245 | 减仓 |
| UNP | UNION PAC CORP | $102.63万 | 0.06% | 3,773 | 388 | 11.5% | $10.55万 | 加仓 |
| CB | CHUBB LIMITED | $103.66万 | 0.06% | 3,034 | -40 | -1.3% | -$1.37万 | 减仓 |