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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $982.08万 | 0.61% | 13,336 | 1,057 | 8.6% | $77.84万 | 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 |
| GOOG | ALPHABET INC | $1,238.76万 | 0.77% | 35,060 | 3,391 | 10.7% | $119.81万 | 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 |
| JPM | JPMORGAN CHASE & CO | $1,397.50万 | 0.87% | 42,694 | 3,753 | 9.6% | $122.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,455.58万 | 0.90% | 12,610 | 1,760 | 16.2% | $203.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,593.26万 | 0.99% | 27,427 | 1,064 | 4.0% | $61.81万 | 加仓 |
| AVGO | BROADCOM INC | $1,641.09万 | 1.02% | 43,444 | -2,133 | -4.7% | -$80.57万 | 减仓 |
| MUB | ISHARES TR | $1,749.72万 | 1.09% | 162,583 | 10,346 | 6.8% | $111.34万 | 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 |
| AMZN | AMAZON COM INC | $1,940.82万 | 1.21% | 81,431 | 5,139 | 6.7% | $122.48万 | 加仓 |
| HYS | PIMCO ETF TR | $2,131.84万 | 1.32% | 227,955 | 23,047 | 11.2% | $215.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,143.76万 | 1.33% | 57,470 | 3,841 | 7.2% | $143.28万 | 加仓 |
| 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 |
| IWD | ISHARES TR | $3,309.40万 | 2.06% | 136,510 | -674 | -0.5% | -$16.34万 | 减仓 |
| SUB | ISHARES TR | $3,334.85万 | 2.07% | 313,220 | 18,583 | 6.3% | $197.85万 | 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 |
| AAPL | APPLE INC | $4,579.59万 | 2.84% | 158,266 | 4,195 | 2.7% | $121.39万 | 加仓 |
| IWF | ISHARES TR | $4,939.42万 | 3.07% | 397,795 | -2,113 | -0.5% | -$26.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,992.36万 | 3.10% | 249,506 | 87 | 0.0% | $1.74万 | 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 |
| IEFA | ISHARES TR | $7,273.72万 | 4.52% | 753,130 | 58,655 | 8.4% | $566.49万 | 加仓 |
| IJH | ISHARES TR | $8,890.97万 | 5.52% | 1,153,024 | 43,599 | 3.9% | $336.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.43亿 | 8.89% | 656,979 | 83,023 | 14.5% | $1,809.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.56亿 | 9.70% | 227,464 | 25,158 | 12.4% | $1,727.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.56亿 | 9.72% | 1,816,708 | 228,376 | 14.4% | $1,967.23万 | 加仓 |