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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -36,850 | -100.0% | -$625.20万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -5,473 | -100.0% | -$269.03万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -38,176 | -100.0% | -$47.26万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,482 | -100.0% | -$29.38万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -68 | -100.0% | -$22.97万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,763 | -100.0% | -$22.12万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -783 | -100.0% | -$21.20万 | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,224 | -100.0% | -$20.83万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -12,134 | -100.0% | -$20.81万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,006 | -100.0% | -$20.60万 | 清仓 |
| — | PIMCO HIGH INCOME FD | $5.57万 | 0.00% | 11,934 | 322 | 2.8% | $1,503 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.57万 | 0.00% | 12,008 | 12,008 | — | $6.57万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $7.94万 | 0.00% | 12,276 | 596 | 5.1% | $3,856 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $8.97万 | 0.01% | 12,489 | 12,489 | — | $8.97万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.48万 | 0.01% | 16,258 | 195 | 1.2% | $1,137 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $9.50万 | 0.01% | 12,560 | 12,560 | — | $9.50万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $10.38万 | 0.01% | 44,938 | 44,938 | — | $10.38万 | 新建仓 |
| FTMH | PUTNAM ETF TRUST | $13.94万 | 0.01% | 11,730 | -5,955 | -33.7% | -$7.07万 | 减仓 |
| VALE | VALE S A | $16.25万 | 0.01% | 10,803 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $20.02万 | 0.01% | 4,050 | 4,050 | — | $20.02万 | 新建仓 |
| USMF | WISDOMTREE TR | $20.09万 | 0.01% | 3,704 | -663 | -15.2% | -$3.60万 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $20.18万 | 0.01% | 2,331 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $20.19万 | 0.01% | 2,124 | 2,124 | — | $20.19万 | 新建仓 |
| AIQ | GLOBAL X FDS | $20.44万 | 0.01% | 3,115 | 3,115 | — | $20.44万 | 新建仓 |
| PFF | ISHARES TR | $20.58万 | 0.01% | 6,751 | 6,751 | — | $20.58万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $20.66万 | 0.01% | 2,153 | -10 | -0.5% | -$960 | 减仓 |
| EPS | WISDOMTREE TR | $20.96万 | 0.01% | 2,694 | -461 | -14.6% | -$3.59万 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $21.16万 | 0.01% | 2,910 | 2,910 | — | $21.16万 | 新建仓 |
| — | GABELLI ETFS TRUST | $21.18万 | 0.01% | 7,400 | 7,400 | — | $21.18万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $21.22万 | 0.01% | 3,668 | 3,668 | — | $21.22万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $21.69万 | 0.01% | 5,024 | -793 | -13.6% | -$3.42万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $22.20万 | 0.01% | 2,464 | 2,464 | — | $22.20万 | 新建仓 |
| CATH | GLOBAL X FDS | $22.23万 | 0.01% | 2,504 | 2,504 | — | $22.23万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $22.23万 | 0.01% | 1,959 | 2 | 0.1% | $227 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $22.47万 | 0.01% | 22,028 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $22.50万 | 0.01% | 355 | -190 | -34.9% | -$12.04万 | 重新持有 |
| — | FIDELITY GREENWOOD STREET TR | $22.51万 | 0.01% | 7,792 | 7,792 | — | $22.51万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $22.67万 | 0.01% | 3,512 | 3,512 | — | $22.67万 | 新建仓 |
| IRM | IRON MTN INC DEL | $22.92万 | 0.01% | 1,814 | 1,814 | — | $22.92万 | 新建仓 |
| DVY | ISHARES TR | $22.95万 | 0.01% | 1,469 | 130 | 9.7% | $2.03万 | 加仓 |
| RIO | RIO TINTO PLC | $22.99万 | 0.01% | 2,422 | 37 | 1.6% | $3,512 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.09万 | 0.01% | 1,580 | -53 | -3.2% | -$7,744 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.11万 | 0.01% | 1,023 | 1,023 | — | $23.11万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $23.52万 | 0.01% | 4,724 | -23 | -0.5% | -$1,145 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.87万 | 0.01% | 2,696 | 68 | 2.6% | $6,021 | 加仓 |
| BOTZ | GLOBAL X FDS | $23.91万 | 0.01% | 6,303 | -100 | -1.6% | -$3,794 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $24.18万 | 0.02% | 13,093 | 13,093 | — | $24.18万 | 新建仓 |
| YYY | AMPLIFY ETF TR | $24.41万 | 0.02% | 20,951 | 20,951 | — | $24.41万 | 新建仓 |
| SOXX | ISHARES TR | $24.42万 | 0.02% | 381 | 381 | — | $24.42万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $24.45万 | 0.02% | 2,046 | 2,046 | — | $24.45万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $24.67万 | 0.02% | 12,904 | 510 | 4.1% | $9,751 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $24.86万 | 0.02% | 1,233 | 170 | 16.0% | $3.43万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $25.10万 | 0.02% | 2,931 | 2,931 | — | $25.10万 | 新建仓 |
| ADBE | ADOBE INC | $25.20万 | 0.02% | 1,229 | -206 | -14.4% | -$4.22万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.24万 | 0.02% | 5,545 | 5,545 | — | $25.24万 | 新建仓 |
| SNDK | SANDISK CORP | $25.46万 | 0.02% | 112 | 112 | — | $25.46万 | 新建仓 |
| TREX | TREX INC | $26.35万 | 0.02% | 5,266 | 5,266 | — | $26.35万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $26.45万 | 0.02% | 3,283 | 135 | 4.3% | $1.09万 | 加仓 |
| IDXX | IDEXX LABS INC | $26.53万 | 0.02% | 504 | -1 | -0.2% | -$526 | 减仓 |
| BA | BOEING CO | $26.57万 | 0.02% | 1,227 | -73 | -5.6% | -$1.58万 | 减仓 |
| CLOI | VANECK ETF TRUST | $26.70万 | 0.02% | 5,043 | -4,108 | -44.9% | -$21.75万 | 减仓 |
| RING | ISHARES INC | $26.73万 | 0.02% | 4,138 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $26.96万 | 0.02% | 1,033 | -317 | -23.5% | -$8.27万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $27.20万 | 0.02% | 13,865 | -6,836 | -33.0% | -$13.41万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.98万 | 0.02% | 8,405 | 297 | 3.7% | $9,888 | 加仓 |
| VST | VISTRA CORP | $28.00万 | 0.02% | 1,765 | 372 | 26.7% | $5.90万 | 加仓 |
| T | AT&T INC | $28.78万 | 0.02% | 13,902 | 2,752 | 24.7% | $5.70万 | 加仓 |
| VLO | VALERO ENERGY CORP | $28.85万 | 0.02% | 1,108 | -105 | -8.7% | -$2.73万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $29.09万 | 0.02% | 40,340 | 40,340 | — | $29.09万 | 新建仓 |
| LOW | LOWES COS INC | $29.30万 | 0.02% | 1,329 | -733 | -35.5% | -$16.16万 | 减仓 |
| AOS | SMITH A O CORP | $29.31万 | 0.02% | 4,673 | -18 | -0.4% | -$1,129 | 减仓 |
| IVE | ISHARES TR | $29.83万 | 0.02% | 1,314 | 6 | 0.5% | $1,362 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $29.83万 | 0.02% | 1,020 | 58 | 6.0% | $1.70万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $29.91万 | 0.02% | 15,320 | -13,008 | -45.9% | -$25.40万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.42万 | 0.02% | 7,128 | -316 | -4.2% | -$1.35万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $30.56万 | 0.02% | 3,232 | -42 | -1.3% | -$3,971 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $30.62万 | 0.02% | 6,064 | 595 | 10.9% | $3.00万 | 加仓 |
| EMXC | ISHARES INC | $30.75万 | 0.02% | 3,006 | 16 | 0.5% | $1,637 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $31.34万 | 0.02% | 4,601 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.63万 | 0.02% | 4,439 | 4,439 | — | $31.63万 | 新建仓 |
| SHV | ISHARES TR | $31.72万 | 0.02% | 2,875 | 397 | 16.0% | $4.38万 | 加仓 |
| IWV | ISHARES TR | $32.28万 | 0.02% | 757 | 1 | 0.1% | $426 | 加仓 |
| SMLF | ISHARES TR | $33.03万 | 0.02% | 3,705 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $33.16万 | 0.02% | 31,182 | 31,182 | — | $33.16万 | 新建仓 |
| IEX | IDEX CORP | $33.25万 | 0.02% | 1,465 | 2 | 0.1% | $454 | 加仓 |
| RPM | RPM INTL INC | $33.33万 | 0.02% | 2,999 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.58万 | 0.02% | 927 | 252 | 37.3% | $9.13万 | 加仓 |
| DIVB | ISHARES TR | $33.69万 | 0.02% | 5,469 | -8 | -0.1% | -$493 | 减仓 |
| MELI | MERCADOLIBRE INC | $33.92万 | 0.02% | 200 | 12 | 6.4% | $2.04万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $34.20万 | 0.02% | 1,214 | -62 | -4.9% | -$1.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $34.29万 | 0.02% | 2,345 | 261 | 12.5% | $3.82万 | 加仓 |
| DON | WISDOMTREE TR | $34.30万 | 0.02% | 6,069 | -50 | -0.8% | -$2,826 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.55万 | 0.02% | 1,460 | 4 | 0.3% | $947 | 加仓 |
| TMUS | T-MOBILE US INC | $34.82万 | 0.02% | 2,076 | -19 | -0.9% | -$3,187 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $35.49万 | 0.02% | 6,740 | 283 | 4.4% | $1.49万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $36.55万 | 0.02% | 3,090 | 332 | 12.0% | $3.93万 | 加仓 |
| DGRS | WISDOMTREE TR | $36.61万 | 0.02% | 6,167 | -165 | -2.6% | -$9,794 | 减仓 |
| DXCM | DEXCOM INC | $36.64万 | 0.02% | 5,440 | 39 | 0.7% | $2,627 | 加仓 |
| VMI | VALMONT INDS INC | $37.33万 | 0.02% | 646 | 57 | 9.7% | $3.29万 | 加仓 |
| B | BARRICK MNG CORP | $37.65万 | 0.02% | 10,249 | 35 | 0.3% | $1,286 | 加仓 |