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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $20.66万 | 0.01% | 2,153 | -10 | -0.5% | -$960 | 减仓 |
| PFF | ISHARES TR | $20.58万 | 0.01% | 6,751 | 6,751 | — | $20.58万 | 新建仓 |
| AIQ | GLOBAL X FDS | $20.44万 | 0.01% | 3,115 | 3,115 | — | $20.44万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $20.19万 | 0.01% | 2,124 | 2,124 | — | $20.19万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $20.18万 | 0.01% | 2,331 | 0 | 0.0% | — | 不变 |
| USMF | WISDOMTREE TR | $20.09万 | 0.01% | 3,704 | -663 | -15.2% | -$3.60万 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $20.02万 | 0.01% | 4,050 | 4,050 | — | $20.02万 | 新建仓 |
| VALE | VALE S A | $16.25万 | 0.01% | 10,803 | 0 | 0.0% | — | 不变 |
| FTMH | PUTNAM ETF TRUST | $13.94万 | 0.01% | 11,730 | -5,955 | -33.7% | -$7.07万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $10.38万 | 0.01% | 44,938 | 44,938 | — | $10.38万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $9.50万 | 0.01% | 12,560 | 12,560 | — | $9.50万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.48万 | 0.01% | 16,258 | 195 | 1.2% | $1,137 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $8.97万 | 0.01% | 12,489 | 12,489 | — | $8.97万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $7.94万 | 0.00% | 12,276 | 596 | 5.1% | $3,856 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.57万 | 0.00% | 12,008 | 12,008 | — | $6.57万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $5.57万 | 0.00% | 11,934 | 322 | 2.8% | $1,503 | 加仓 |
| — | 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 |