RMG Wealth Management LLC
PLATTEVILLE WI · SEC CIK 0001844731
$9.69亿2026Q2 申报市值
577持仓数
93.1%前十大占比 · 第一大 21.6%
190 / 236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
IMCG 新建仓+$1.34亿
PKB 新建仓+$8,692.91万
SJNK 重新持有+$8,583.47万
SCHG 加仓+$1,644.18万
VTV 加仓+$1,158.79万
2026Q2 卖出最多 按季末市值估算
IMCB 清仓-$1.17亿
RSPT 清仓-$8,648.88万
BWZ 清仓-$7,664.33万
VUG 减仓-$3,109.30万
VO 减仓-$999.46万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.09亿 | 21.58% | 5,875,545 | 461,719 | 8.5% | $1,644.18万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $1.93亿 | 19.86% | 850,915 | 51,208 | 6.4% | $1,158.79万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP ETF | $1.34亿 | 13.81% | 1,332,132 | 1,332,132 | — | $1.34亿 | 新建仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $8,790.96万 | 9.07% | 3,534,764 | 3,451,337 | 4,137.0% | $8,583.47万 | 重新持有 |
| PKB | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $8,692.91万 | 8.97% | 1,326,149 | 1,326,149 | — | $8,692.91万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6,546.35万 | 6.75% | 1,253,129 | 173,208 | 16.0% | $904.84万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $5,273.53万 | 5.44% | 1,502,429 | 2,020 | 0.1% | $7.09万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $3,489.23万 | 3.60% | 685,102 | 84,012 | 14.0% | $427.87万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $3,341.74万 | 3.45% | 1,009,284 | 132,151 | 15.1% | $437.55万 | 加仓 |
| SCHD | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $512.77万 | 0.53% | 149,222 | -19,762 | -11.7% | -$67.91万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $421.56万 | 0.43% | 5,936 | 36 | 0.6% | $2.56万 | 加仓 |
| AAPL | APPLE INC | $404.93万 | 0.42% | 13,397 | 74 | 0.6% | $2.24万 | 加仓 |
| MGK | VANGUARD ESG U.S. CORPORATE BOND ETF | $347.20万 | 0.36% | 40,336 | 40,336 | — | $347.20万 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $331.16万 | 0.34% | 39,626 | -119,594 | -75.1% | -$999.46万 | 减仓 |
| TMAT | INSPIRE 100 ETF | $268.07万 | 0.28% | 31,655 | 31,655 | — | $268.07万 | 新建仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $254.57万 | 0.26% | 28,645 | -349,871 | -92.4% | -$3,109.30万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $180.28万 | 0.19% | 42,730 | 13,970 | 48.6% | $58.94万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $152.42万 | 0.16% | 50,976 | 971 | 1.9% | $2.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $151.70万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $146.07万 | 0.15% | 41,508 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $124.36万 | 0.13% | 5,550 | 171 | 3.2% | $3.83万 | 加仓 |
| DE | DEERE & CO | $109.20万 | 0.11% | 1,762 | -7 | -0.4% | -$4,338 | 减仓 |
| MSFT | MICROSOFT CORP | $92.93万 | 0.10% | 1,887 | 94 | 5.2% | $4.63万 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $89.79万 | 0.09% | 3,222 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $88.78万 | 0.09% | 6,275 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $87.63万 | 0.09% | 1,129 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG DIVIDEND ETF | $86.43万 | 0.09% | 25,288 | 25,288 | — | $86.43万 | 新建仓 |
| NULV | NUVEEN ESG LARGE-CAP GROWTH ETF | $85.80万 | 0.09% | 7,314 | 4,390 | 150.1% | $51.50万 | 重新持有 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $74.61万 | 0.08% | 14,836 | 700 | 5.0% | $3.52万 | 加仓 |
| AMZN | AMAZON.COM INC | $71.81万 | 0.07% | 2,687 | -84 | -3.0% | -$2.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $71.23万 | 0.07% | 1,475 | 5 | 0.3% | $2,415 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $70.01万 | 0.07% | 9,967 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $68.99万 | 0.07% | 2,279 | 31 | 1.4% | $9,384 | 加仓 |
| FNDA | SCHWAB MUNICIPAL BOND ETF | $68.98万 | 0.07% | 27,146 | 27,146 | — | $68.98万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $68.58万 | 0.07% | 2,629 | 166 | 6.7% | $4.33万 | 加仓 |
| — | SPACE EX TECH SPACEX CLASS A | $62.07万 | 0.06% | 4,247 | 4,247 | — | $62.07万 | 新建仓 |
| — | INSPIRE CORPORATE BOND ETF | $62.02万 | 0.06% | 26,231 | 26,231 | — | $62.02万 | 新建仓 |
| WMT | WALMART INC | $60.70万 | 0.06% | 5,232 | 292 | 5.9% | $3.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $58.61万 | 0.06% | 1,605 | 70 | 4.6% | $2.56万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $57.92万 | 0.06% | 1,686 | -17 | -1.0% | -$5,840 | 减仓 |
| — | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF | $57.36万 | 0.06% | 7,324 | 7,324 | — | $57.36万 | 新建仓 |
| MCD | MCDONALDS CORP | $57.01万 | 0.06% | 2,068 | 79 | 4.0% | $2.18万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $56.36万 | 0.06% | 6,941 | -2,534 | -26.7% | -$20.58万 | 减仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $47.92万 | 0.05% | 22,528 | 22,528 | — | $47.92万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $46.17万 | 0.05% | 638 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $43.59万 | 0.04% | 496 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCOME | $42.49万 | 0.04% | 35,765 | 35,765 | — | $42.49万 | 新建仓 |
| USB | US BANCORP DEL | $41.39万 | 0.04% | 6,366 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $40.98万 | 0.04% | 891 | -8 | -0.9% | -$3,680 | 减仓 |
| — | EXXONMOBIL HLDGS CORP | $37.57万 | 0.04% | 2,352 | -44 | -1.8% | -$7,029 | 减仓 |
| MGEE | MGE ENERGY INC | $34.85万 | 0.04% | 4,285 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.22万 | 0.04% | 9,534 | 803 | 9.2% | $2.88万 | 加仓 |
| FIS | FIDELITY NATL INFORMATIO | $34.09万 | 0.04% | 8,132 | 4,999 | 159.6% | $20.96万 | 加仓 |
| ALL | ALLSTATE CORP | $32.47万 | 0.03% | 1,269 | -12 | -0.9% | -$3,070 | 减仓 |
| UMBF | UMB FINL CORP | $31.52万 | 0.03% | 2,109 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.33万 | 0.03% | 753 | 252 | 50.3% | $10.48万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $31.15万 | 0.03% | 328 | 12 | 3.8% | $1.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $31.11万 | 0.03% | 610 | 350 | 134.6% | $17.85万 | 加仓 |
| TSLA | TESLA INC | $30.33万 | 0.03% | 926 | 66 | 7.7% | $2.16万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $29.67万 | 0.03% | 1,205 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $28.47万 | 0.03% | 7,843 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.44万 | 0.03% | 828 | 75 | 10.0% | $2.58万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $27.34万 | 0.03% | 716 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD MORNINGSTAR SMALL-CAP ETF | $25.23万 | 0.03% | 821 | 821 | — | $25.23万 | 新建仓 |
| ABBV | ABBVIE INC | $24.89万 | 0.03% | 1,001 | 83 | 9.0% | $2.06万 | 加仓 |
| EXC | EXELON CORP | $24.87万 | 0.03% | 5,500 | -243 | -4.2% | -$1.10万 | 减仓 |
| CVX | CHEVRON CORP NEW | $24.12万 | 0.02% | 1,227 | -117 | -8.7% | -$2.30万 | 减仓 |
| AMGN | AMGEN INC | $23.97万 | 0.02% | 576 | 41 | 7.7% | $1.71万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $23.85万 | 0.02% | 412 | -16 | -3.7% | -$9,262 | 减仓 |
| NUMV | NUVEEN ESG SMALL-CAP ETF | $22.90万 | 0.02% | 4,330 | -7,488 | -63.4% | -$39.59万 | 重新持有 |
| — | GRAPHENE MFG GROUP ORDF | $22.66万 | 0.02% | 154,860 | 154,860 | — | $22.66万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $22.03万 | 0.02% | 4,366 | 4,366 | — | $22.03万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $21.86万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP C | $21.48万 | 0.02% | 2,000 | -46 | -2.2% | -$4,941 | 减仓 |
| SHM | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $21.34万 | 0.02% | 8,544 | 8,544 | — | $21.34万 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $20.73万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $19.25万 | 0.02% | 1,618 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $19.15万 | 0.02% | 524 | 52 | 11.0% | $1.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $18.93万 | 0.02% | 314 | -4 | -1.3% | -$2,412 | 减仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $18.43万 | 0.02% | 1,891 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $18.30万 | 0.02% | 651 | 1 | 0.2% | $281 | 加仓 |
| SCHX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $18.16万 | 0.02% | 5,736 | 3,369 | 142.3% | $10.66万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $18.07万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $18.00万 | 0.02% | 7,245 | 7,245 | — | $18.00万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $17.87万 | 0.02% | 1,045 | 18 | 1.8% | $3,079 | 加仓 |
| FTNT | FORTINET INC | $17.13万 | 0.02% | 1,065 | -20 | -1.8% | -$3,217 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $16.95万 | 0.02% | 2,312 | 1,178 | 103.9% | $8.63万 | 加仓 |
| DJD | INVESCO RAFI US 1500 SMALL-MID ETF | $16.10万 | 0.02% | 2,858 | 2,858 | — | $16.10万 | 新建仓 |
| SO | SOUTHERN CO | $15.47万 | 0.02% | 1,672 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $15.32万 | 0.02% | 1,750 | 1,288 | 278.8% | $11.28万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $15.18万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| — | INVESCO NASDAQ 100 ETF | $15.08万 | 0.02% | 506 | 506 | — | $15.08万 | 新建仓 |
| INTC | INTEL CORP | $14.71万 | 0.02% | 1,457 | 50 | 3.6% | $5,048 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $14.44万 | 0.01% | 2,573 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $14.43万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP F | $13.86万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $13.80万 | 0.01% | 612 | 307 | 100.7% | $6.92万 | 重新持有 |
| CSL | CARLISLE COS INC | $13.58万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $13.30万 | 0.01% | 662 | -13 | -1.9% | -$2,611 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $13.24万 | 0.01% | 2,390 | 1,475 | 161.2% | $8.17万 | 加仓 |