RMG Wealth Management LLC
PLATTEVILLE WI · SEC CIK 0001844731
$8.67亿2026Q1 申报市值
605持仓数
92.9%前十大占比 · 第一大 21.3%
229 / 117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
SCHG 加仓+$1.85亿
BWZ 新建仓+$7,664.33万
IGIB 新建仓+$5,745.18万
IMCB 重新持有+$1,413.92万
RSPT 重新持有+$548.90万
2026Q1 卖出最多 按季末市值估算
SCHA 减仓-$1.20亿
ISHARES MORNINGS 清仓-$1.06亿
SPTM 清仓-$7,441.07万
SPMO 清仓-$6,686.69万
ISHARES TRT IS 5 清仓-$5,355.46万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $8.03万 | 0.01% | 1,134 | -1,718 | -60.2% | -$12.17万 | 减仓 |
| SB | SAFE BULKERS, IN 8 PFDPFD | $8.24万 | 0.01% | 3,158 | 3,158 | — | $8.24万 | 新建仓 |
| MFC | MANULIFE FINL CORP F | $8.40万 | 0.01% | 2,101 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $8.42万 | 0.01% | 230 | 230 | — | $8.42万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $8.52万 | 0.01% | 3,263 | -81 | -2.4% | -$2,114 | 减仓 |
| CDW | CDW CORP | $8.60万 | 0.01% | 839 | -299 | -26.3% | -$3.07万 | 减仓 |
| TMUS | T-MOBILE US INC | $8.65万 | 0.01% | 453 | -165 | -26.7% | -$3.15万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $8.65万 | 0.01% | 328 | -165 | -33.5% | -$4.35万 | 重新持有 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $8.86万 | 0.01% | 4,734 | 3,574 | 308.1% | $6.69万 | 重新持有 |
| ATO | ATMOS ENERGY CORP | $9.12万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $9.21万 | 0.01% | 890 | 0 | 0.0% | — | 重新持有 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $9.22万 | 0.01% | 1,752 | -10 | -0.6% | -$526 | 重新持有 |
| COIN | COINBASE GLOBAL INC CLASS A | $9.23万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $9.33万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $9.35万 | 0.01% | 1,271 | 6 | 0.5% | $441 | 加仓 |
| V | VISA INC CLASS CLASS A | $9.36万 | 0.01% | 289 | 77 | 36.3% | $2.49万 | 加仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $9.43万 | 0.01% | 2,287 | 2,287 | — | $9.43万 | 新建仓 |
| SUSB | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $9.48万 | 0.01% | 3,796 | 3,796 | — | $9.48万 | 新建仓 |
| NFLX | NETFLIX INC | $9.57万 | 0.01% | 1,120 | -660 | -37.1% | -$5.64万 | 减仓 |
| — | AMTRUST FINL S 7.5 PFDPFD SER D | $9.87万 | 0.01% | 6,445 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METAL F | $9.89万 | 0.01% | 688 | -512 | -42.7% | -$7.36万 | 减仓 |
| DVY | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $9.94万 | 0.01% | 2,210 | 2,210 | — | $9.94万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $10.01万 | 0.01% | 1,283 | -6 | -0.5% | -$468 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $10.25万 | 0.01% | 3,369 | 399 | 13.4% | $1.21万 | 重新持有 |
| IBM | IBM CORP | $10.42万 | 0.01% | 466 | 234 | 100.9% | $5.23万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $10.53万 | 0.01% | 25 | 24 | 2,400.0% | $10.10万 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC | $10.61万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $10.65万 | 0.01% | 4,784 | -2,223,812 | -99.8% | -$4,952.44万 | 重新持有 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.87万 | 0.01% | 880 | 634 | 257.7% | $7.83万 | 加仓 |
| GLD | SPDR GOLD SHARES | $11.13万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $11.32万 | 0.01% | 2,026 | 2,026 | — | $11.32万 | 新建仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $11.57万 | 0.01% | 5,102 | 5,102 | — | $11.57万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $11.69万 | 0.01% | 289 | 38 | 15.1% | $1.54万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $11.85万 | 0.01% | 600 | -160 | -21.1% | -$3.16万 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $11.94万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $12.29万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $12.34万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $12.38万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $12.47万 | 0.01% | 260 | 145 | 126.1% | $6.95万 | 加仓 |
| FTNT | FORTINET INC | $12.53万 | 0.01% | 1,085 | -730 | -40.2% | -$8.43万 | 减仓 |
| CSL | CARLISLE COS INC | $12.69万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $12.78万 | 0.01% | 2,390 | 1,475 | 161.2% | $7.89万 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $13.24万 | 0.02% | 675 | 13 | 2.0% | $2,550 | 加仓 |
| — | HYDROGRAPH CLEAN PWR I F | $13.24万 | 0.02% | 26,380 | 26,380 | — | $13.24万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATIO | $13.27万 | 0.02% | 3,133 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $13.54万 | 0.02% | 2,573 | 0 | 0.0% | — | 重新持有 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $13.59万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $13.81万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $14.06万 | 0.02% | 1,027 | 51 | 5.2% | $6,981 | 加仓 |
| GE | GE AEROSPACE | $14.20万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $14.33万 | 0.02% | 5,100 | 110 | 2.2% | $3,091 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $14.39万 | 0.02% | 318 | 4 | 1.3% | $1,810 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $14.59万 | 0.02% | 2,858 | 0 | 0.0% | — | 重新持有 |
| VNQI | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $14.67万 | 0.02% | 1,718 | 1,718 | — | $14.67万 | 新建仓 |
| STT | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $15.54万 | 0.02% | 1,659 | 1,659 | — | $15.54万 | 新建仓 |
| SO | SOUTHERN CO | $15.57万 | 0.02% | 1,672 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $15.92万 | 0.02% | 3,244 | 1,551 | 91.6% | $7.61万 | 加仓 |
| CCJ | CAMECO CORP F | $16.82万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $17.63万 | 0.02% | 535 | -7 | -1.3% | -$2,307 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $17.81万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $18.21万 | 0.02% | 1,407 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $18.52万 | 0.02% | 1,891 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $18.61万 | 0.02% | 918 | 496 | 117.5% | $10.06万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $18.97万 | 0.02% | 3,021 | 98 | 3.4% | $6,152 | 重新持有 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $19.17万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP C | $19.25万 | 0.02% | 2,046 | 46 | 2.3% | $4,327 | 重新持有 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $20.92万 | 0.02% | 283 | -21 | -6.9% | -$1.55万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $21.46万 | 0.02% | 8,544 | 8,544 | — | $21.46万 | 新建仓 |
| AVGO | BROADCOM INC | $21.46万 | 0.02% | 501 | 98 | 24.3% | $4.20万 | 加仓 |
| HD | HOME DEPOT INC | $23.45万 | 0.03% | 753 | -54 | -6.7% | -$1.68万 | 减仓 |
| PICK | ISHARES MSCI USA MIN VOLFACTOR ETF | $23.48万 | 0.03% | 1,049 | 1,049 | — | $23.48万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $23.72万 | 0.03% | 9,237 | 9,237 | — | $23.72万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $23.73万 | 0.03% | 808 | 547 | 209.6% | $16.07万 | 重新持有 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $24.10万 | 0.03% | 835 | -8 | -0.9% | -$2,309 | 重新持有 |
| CVX | CHEVRON CORP NEW | $24.83万 | 0.03% | 1,344 | -45 | -3.2% | -$8,313 | 减仓 |
| MIDD | MIDDLEBY CORP | $25.28万 | 0.03% | 1,618 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $25.30万 | 0.03% | 11,845 | 202 | 1.7% | $4,315 | 重新持有 |
| EXC | EXELON CORP | $25.38万 | 0.03% | 5,743 | -228 | -3.8% | -$1.01万 | 减仓 |
| META | META PLATFORMS INC CLASS CLASS A | $25.63万 | 0.03% | 428 | 26 | 6.5% | $1.56万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $26.04万 | 0.03% | 716 | -879 | -55.1% | -$31.96万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $27.31万 | 0.03% | 7,843 | 4,474 | 132.8% | $15.58万 | 加仓 |
| ALL | ALLSTATE CORP | $27.39万 | 0.03% | 1,281 | 12 | 0.9% | $2,566 | 加仓 |
| MTZ | MASTEC INC | $27.39万 | 0.03% | 650 | 650 | — | $27.39万 | 新建仓 |
| UMBF | UMB FINL CORP | $27.48万 | 0.03% | 2,109 | -691 | -24.7% | -$9.01万 | 重新持有 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $27.51万 | 0.03% | 1,205 | 0 | 0.0% | — | 不变 |
| — | GRAPHENE MFG GROUP ORDF | $29.20万 | 0.03% | 154,860 | 154,860 | — | $29.20万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $31.58万 | 0.04% | 316 | 6 | 1.9% | $5,997 | 加仓 |
| MGEE | MGE ENERGY INC | $31.64万 | 0.04% | 4,285 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $34.69万 | 0.04% | 6,366 | 78 | 1.2% | $4,250 | 加仓 |
| — | EXXON MOBIL CORP | $35.86万 | 0.04% | 2,396 | 44 | 1.9% | $6,586 | 加仓 |
| MCK | MCKESSON CORP | $35.97万 | 0.04% | 496 | 375 | 309.9% | $27.19万 | 加仓 |
| ETN | EATON CORP PLC F | $37.67万 | 0.04% | 899 | 8 | 0.9% | $3,352 | 加仓 |
| TSLA | TESLA INC | $38.27万 | 0.04% | 860 | 160 | 22.9% | $7.12万 | 加仓 |
| — | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF | $40.55万 | 0.05% | 5,703 | 2,734 | 92.1% | $19.44万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.57万 | 0.05% | 8,731 | 6,580 | 305.9% | $30.58万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $43.16万 | 0.05% | 18,082 | 2,429 | 15.5% | $5.80万 | 重新持有 |
| PTY | PIMCO CORPORATE & INCOME | $43.66万 | 0.05% | 36,308 | -3,768 | -9.4% | -$4.53万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $45.51万 | 0.05% | 638 | 79 | 14.1% | $5.63万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $46.05万 | 0.05% | 1,535 | 53 | 3.6% | $1.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.54万 | 0.06% | 2,463 | 108 | 4.6% | $2.39万 | 加仓 |