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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD ESG U.S. CORPORATE BOND ETF | $347.20万 | 0.36% | 40,336 | 40,336 | — | $347.20万 | 新建仓 |
| AAPL | APPLE INC | $404.93万 | 0.42% | 13,397 | 74 | 0.6% | $2.24万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $421.56万 | 0.43% | 5,936 | 36 | 0.6% | $2.56万 | 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 |
| 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 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $3,489.23万 | 3.60% | 685,102 | 84,012 | 14.0% | $427.87万 | 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 |
| 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 |
| 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 |
| 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 |
| IMCG | ISHARES MORNINGSTAR MID-CAP ETF | $1.34亿 | 13.81% | 1,332,132 | 1,332,132 | — | $1.34亿 | 新建仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $1.93亿 | 19.86% | 850,915 | 51,208 | 6.4% | $1,158.79万 | 加仓 |
| 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 |