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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $149.32万 | 0.12% | 19,498 | -386 | -1.9% | -$2.96万 | 减仓 |
| DGRW | WISDOMTREE TR | $150.90万 | 0.12% | 17,179 | -1,463 | -7.8% | -$12.85万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $154.80万 | 0.12% | 3,358 | -4,751 | -58.6% | -$219.02万 | 减仓 |
| ABBV | ABBVIE INC | $156.06万 | 0.12% | 7,176 | -98 | -1.3% | -$2.13万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $156.53万 | 0.12% | 9,024 | -89 | -1.0% | -$1.54万 | 减仓 |
| MRK | MERCK & CO INC | $158.25万 | 0.12% | 13,066 | 1,056 | 8.8% | $12.79万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $162.69万 | 0.13% | 34,557 | 1,608 | 4.9% | $7.57万 | 加仓 |
| CME | CME GROUP INC | $165.40万 | 0.13% | 5,600 | 2 | 0.0% | $591 | 加仓 |
| BLK | BLACKROCK INC | $168.79万 | 0.13% | 1,755 | 21 | 1.2% | $2.02万 | 加仓 |
| — | HONEYWELL INTL INC | $171.44万 | 0.14% | 7,585 | 24 | 0.3% | $5,425 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $172.53万 | 0.14% | 3,725 | -557 | -13.0% | -$25.80万 | 减仓 |
| GM | GENERAL MTRS CO | $178.67万 | 0.14% | 23,983 | -1,216 | -4.8% | -$9.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.26万 | 0.15% | 5,558 | 102 | 1.9% | $3.45万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $193.51万 | 0.15% | 13,884 | 62 | 0.4% | $8,641 | 加仓 |
| MA | MASTERCARD INCORPORATED | $220.58万 | 0.17% | 4,415 | -31 | -0.7% | -$1.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $226.89万 | 0.18% | 6,638 | 5,429 | 449.0% | $185.56万 | 加仓 |
| KLAC | KLA CORP | $228.90万 | 0.18% | 1,555 | 1,248 | 406.5% | $183.71万 | 加仓 |
| SHY | ISHARES TR | $230.58万 | 0.18% | 27,925 | -881 | -3.1% | -$7.27万 | 减仓 |
| IJR | ISHARES TR | $234.35万 | 0.18% | 18,852 | -33,619 | -64.1% | -$417.92万 | 减仓 |
| PGR | PROGRESSIVE CORP | $235.85万 | 0.19% | 11,897 | 3,696 | 45.1% | $73.27万 | 加仓 |
| ASML | ASML HLDG NV | $267.26万 | 0.21% | 2,023 | 4 | 0.2% | $5,285 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $269.03万 | 0.21% | 5,473 | 946 | 20.9% | $46.50万 | 加仓 |
| ORCL | ORACLE CORP | $269.46万 | 0.21% | 18,317 | 4,724 | 34.8% | $69.49万 | 加仓 |
| NEM | NEWMONT CORP | $270.38万 | 0.21% | 24,978 | 24,978 | — | $270.38万 | 新建仓 |
| CRM | SALESFORCE INC | $272.19万 | 0.21% | 14,581 | 4,061 | 38.6% | $75.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $285.20万 | 0.22% | 43,218 | 38,219 | 764.5% | $252.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $285.87万 | 0.23% | 39,743 | 8,755 | 28.3% | $62.98万 | 加仓 |
| OEF | ISHARES TR | $291.87万 | 0.23% | 9,176 | 26 | 0.3% | $8,270 | 加仓 |
| PYLD | PIMCO ETF TR | $294.66万 | 0.23% | 112,466 | 17,664 | 18.6% | $46.28万 | 加仓 |
| MMM | 3M CO | $297.68万 | 0.23% | 20,497 | 3,065 | 17.6% | $44.51万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $299.21万 | 0.24% | 3,873 | 414 | 12.0% | $31.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $306.94万 | 0.24% | 40,102 | 189 | 0.5% | $1.45万 | 加仓 |
| IWM | ISHARES TR | $308.08万 | 0.24% | 12,422 | -17,045 | -57.8% | -$422.73万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $310.85万 | 0.24% | 18,012 | 4,848 | 36.8% | $83.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $312.17万 | 0.25% | 19,472 | 4,643 | 31.3% | $74.43万 | 加仓 |
| MCD | MCDONALDS CORP | $314.94万 | 0.25% | 10,134 | 1,548 | 18.0% | $48.11万 | 加仓 |
| WM | WASTE MGMT INC DEL | $316.18万 | 0.25% | 13,759 | 2,224 | 19.3% | $51.11万 | 加仓 |
| GE | GE AEROSPACE | $317.37万 | 0.25% | 11,184 | 2,801 | 33.4% | $79.48万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $317.49万 | 0.25% | 7,110 | 1,321 | 22.8% | $58.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $326.52万 | 0.26% | 13,471 | 1,830 | 15.7% | $44.36万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $327.14万 | 0.26% | 24,984 | 3,117 | 14.3% | $40.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $329.32万 | 0.26% | 22,513 | 4,070 | 22.1% | $59.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $335.54万 | 0.26% | 11,093 | 1,479 | 15.4% | $44.74万 | 加仓 |
| TJX | TJX COS INC NEW | $341.93万 | 0.27% | 21,411 | 2,108 | 10.9% | $33.66万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $354.93万 | 0.28% | 12,710 | 1,017 | 8.7% | $28.40万 | 加仓 |
| BX | BLACKSTONE INC | $359.79万 | 0.28% | 31,289 | 9,169 | 41.5% | $105.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $366.56万 | 0.29% | 10,850 | 6,220 | 134.3% | $210.14万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $388.45万 | 0.31% | 31,638 | 1,107 | 3.6% | $13.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $410.32万 | 0.32% | 10,510 | 1,097 | 11.7% | $42.83万 | 加仓 |
| GLW | CORNING INC | $416.67万 | 0.33% | 30,645 | -3,567 | -10.4% | -$48.50万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $419.92万 | 0.33% | 163,774 | -1,240 | -0.8% | -$3.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $426.16万 | 0.34% | 17,434 | 11,105 | 175.5% | $271.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $427.86万 | 0.34% | 5,058 | 578 | 12.9% | $48.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $441.25万 | 0.35% | 87,898 | 1,495 | 1.7% | $7.50万 | 加仓 |
| HD | HOME DEPOT INC | $496.64万 | 0.39% | 15,100 | 1,721 | 12.9% | $56.60万 | 加仓 |
| WMT | WALMART INC | $519.06万 | 0.41% | 41,684 | 733 | 1.8% | $9.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $530.17万 | 0.42% | 25,624 | 1,116 | 4.6% | $23.09万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $536.30万 | 0.42% | 26,363 | 1,416 | 5.7% | $28.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $552.29万 | 0.43% | 41,557 | 1,109 | 2.7% | $14.74万 | 加仓 |
| LLY | ELI LILLY & CO | $553.69万 | 0.44% | 6,020 | 416 | 7.4% | $38.26万 | 加仓 |
| GOOGL | ALPHABET INC | $559.27万 | 0.44% | 19,449 | 90 | 0.5% | $2.59万 | 加仓 |
| NFLX | NETFLIX INC. | $568.42万 | 0.45% | 59,118 | 4,417 | 8.1% | $42.47万 | 加仓 |
| V | VISA INC | $581.25万 | 0.46% | 19,232 | 1,829 | 10.5% | $55.28万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $593.71万 | 0.47% | 235,346 | 27,558 | 13.3% | $69.52万 | 加仓 |
| TSLA | TESLA INC | $599.35万 | 0.47% | 16,122 | 1,119 | 7.5% | $41.60万 | 加仓 |
| EFA | ISHARES TR | $614.86万 | 0.48% | 63,303 | 1,746 | 2.8% | $16.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $616.52万 | 0.49% | 6,187 | 350 | 6.0% | $34.88万 | 加仓 |
| — | EXXON MOBIL CORP | $625.20万 | 0.49% | 36,850 | -2,935 | -7.4% | -$49.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $663.91万 | 0.52% | 13,855 | 632 | 4.8% | $30.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $708.69万 | 0.56% | 12,279 | -308 | -2.4% | -$17.78万 | 减仓 |
| META | META PLATFORMS INC | $804.09万 | 0.63% | 14,054 | 570 | 4.2% | $32.61万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $861.38万 | 0.68% | 13,966 | -429 | -3.0% | -$26.46万 | 减仓 |
| GOOG | ALPHABET INC | $908.47万 | 0.72% | 31,669 | 961 | 3.1% | $27.57万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,048.44万 | 0.83% | 385,597 | 47,706 | 14.1% | $129.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,137.19万 | 0.90% | 17,486 | -82 | -0.5% | -$5.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,145.50万 | 0.90% | 38,941 | 1,414 | 3.8% | $41.59万 | 加仓 |
| AVGO | BROADCOM INC | $1,410.67万 | 1.11% | 45,577 | -529 | -1.1% | -$16.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1,588.93万 | 1.25% | 76,292 | 2,386 | 3.2% | $49.69万 | 加仓 |
| MUB | ISHARES TR | $1,615.99万 | 1.27% | 152,237 | 8,186 | 5.7% | $86.89万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,687.23万 | 1.33% | 333,050 | 17,357 | 5.5% | $87.93万 | 加仓 |
| HYS | PIMCO ETF TR | $1,911.18万 | 1.50% | 204,908 | 16,045 | 8.5% | $149.65万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,932.76万 | 1.52% | 796,357 | 139,553 | 21.2% | $338.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,985.18万 | 1.56% | 53,629 | 2,368 | 4.6% | $87.66万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $2,150.22万 | 1.69% | 1,077,267 | 54,045 | 5.3% | $107.87万 | 加仓 |
| IWD | ISHARES TR | $2,931.21万 | 2.31% | 137,184 | -1,264 | -0.9% | -$27.01万 | 减仓 |
| SUB | ISHARES TR | $3,137.88万 | 2.47% | 294,637 | 6,599 | 2.3% | $70.28万 | 加仓 |
| AAPL | APPLE INC | $3,910.16万 | 3.08% | 154,071 | 21,548 | 16.3% | $546.87万 | 加仓 |
| IWF | ISHARES TR | $4,263.01万 | 3.36% | 99,977 | -625 | -0.6% | -$26.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,350.12万 | 3.43% | 249,419 | -3,250 | -1.3% | -$56.68万 | 减仓 |
| — | NORTHERN LTS FD TR II | $5,283.88万 | 4.16% | 2,257,306 | 454,420 | 25.2% | $1,063.70万 | 加仓 |
| IEFA | ISHARES TR | $6,287.08万 | 4.95% | 694,475 | 43,675 | 6.7% | $395.39万 | 加仓 |
| IJH | ISHARES TR | $7,491.94万 | 5.90% | 1,109,425 | -25,087 | -2.2% | -$169.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.13亿 | 8.87% | 573,956 | 17,693 | 3.2% | $347.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.16亿 | 9.11% | 264,722 | 26,346 | 11.1% | $1,150.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.21亿 | 9.52% | 202,306 | 14,648 | 7.8% | $875.29万 | 加仓 |