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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $54.62万 | 0.06% | 1,989 | 24 | 1.2% | $6,590 | 加仓 |
| — | NUVEEN ESG DIVIDEND ETF | $59.19万 | 0.07% | 18,528 | 18,528 | — | $59.19万 | 新建仓 |
| WMT | WALMART INC | $63.03万 | 0.07% | 4,940 | -162 | -3.2% | -$2.07万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $64.14万 | 0.07% | 2,248 | 2,191 | 3,843.9% | $62.52万 | 重新持有 |
| — | NUVEEN ESG LARGE-CAP GROWTH ETF | $64.16万 | 0.07% | 5,876 | 3,026 | 106.2% | $33.04万 | 重新持有 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $64.21万 | 0.07% | 14,136 | 724 | 5.4% | $3.29万 | 重新持有 |
| GOOGL | ALPHABET INC CLASS A | $66.19万 | 0.08% | 1,703 | -32 | -1.8% | -$1.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVIC | $67.44万 | 0.08% | 1,470 | -230 | -13.5% | -$10.55万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $72.23万 | 0.08% | 9,967 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $73.99万 | 0.09% | 1,793 | -34 | -1.9% | -$1.40万 | 减仓 |
| AMZN | AMAZON.COM INC | $74.53万 | 0.09% | 2,771 | 67 | 2.5% | $1.80万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $78.37万 | 0.09% | 9,475 | 9,475 | — | $78.37万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $83.86万 | 0.10% | 1,129 | -236 | -17.3% | -$17.53万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $85.48万 | 0.10% | 6,275 | 2,910 | 86.5% | $39.64万 | 重新持有 |
| PTL | INSPIRE 500 ETF | $92.01万 | 0.11% | 3,283 | 456 | 16.1% | $12.78万 | 重新持有 |
| CEG | CONSTELLATION ENERGY COR | $96.56万 | 0.11% | 3,222 | -5 | -0.2% | -$1,498 | 减仓 |
| DE | DEERE & CO | $104.17万 | 0.12% | 1,769 | 923 | 109.1% | $54.35万 | 加仓 |
| NVDA | NVIDIA CORP | $118.03万 | 0.14% | 5,379 | 242 | 4.7% | $5.31万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $122.03万 | 0.14% | 28,760 | 28,760 | — | $122.03万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $128.08万 | 0.15% | 2,500 | -493 | -16.5% | -$25.26万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $136.44万 | 0.16% | 41,508 | 36,905 | 801.8% | $121.31万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $142.41万 | 0.16% | 50,005 | -5,955 | -10.6% | -$16.96万 | 减仓 |
| BIBL | INSPIRE 100 ETF | $148.32万 | 0.17% | 27,916 | -235 | -0.8% | -$1.25万 | 重新持有 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $310.66万 | 0.36% | 39,805 | 33,142 | 497.4% | $258.66万 | 加仓 |
| AAPL | APPLE INC | $389.92万 | 0.45% | 13,323 | -108 | -0.8% | -$3.16万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $400.92万 | 0.46% | 5,900 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $536.52万 | 0.62% | 168,984 | -112,847 | -40.0% | -$358.29万 | 重新持有 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $551.91万 | 0.64% | 63,086 | 62,338 | 8,334.0% | $545.36万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2,936.64万 | 3.39% | 877,133 | 124,156 | 16.5% | $415.67万 | 重新持有 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $3,060.15万 | 3.53% | 601,090 | 91,899 | 18.0% | $467.86万 | 重新持有 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $5,020.37万 | 5.79% | 1,500,409 | -3,577,001 | -70.4% | -$1.20亿 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5,745.18万 | 6.63% | 1,079,921 | 1,079,921 | — | $5,745.18万 | 新建仓 |
| BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $7,664.33万 | 8.84% | 3,062,058 | 3,062,058 | — | $7,664.33万 | 新建仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $8,648.88万 | 9.98% | 1,467,902 | 93,160 | 6.8% | $548.90万 | 重新持有 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $1.17亿 | 13.53% | 1,284,701 | 154,882 | 13.7% | $1,413.92万 | 重新持有 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1.67亿 | 19.22% | 799,707 | 24,588 | 3.2% | $512.05万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.85亿 | 21.32% | 5,413,826 | 5,411,459 | 228,621.0% | $1.85亿 | 加仓 |