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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES MORNINGSTAR MID CAP ETF | $0 | 0.00% | 0 | -1,230,343 | -100.0% | -$1.06亿 | 清仓 |
| SPTM | ST STRET SPDR BBRG SRT TRM HG YD ETF | $0 | 0.00% | 0 | -2,921,428 | -100.0% | -$7,441.07万 | 清仓 |
| SPMO | INVSC SP 500 EQUAL WEIGHT TECH ETF | $0 | 0.00% | 0 | -1,406,205 | -100.0% | -$6,686.69万 | 清仓 |
| — | ISHARES TRT IS 5-10 INV GR CR BD ETF | $0 | 0.00% | 0 | -993,902 | -100.0% | -$5,355.46万 | 清仓 |
| MXI | ISHARES FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -567,119 | -100.0% | -$2,892.17万 | 清仓 |
| — | ST SRT SPDR PRTFL INTDT TRM C ETF IV | $0 | 0.00% | 0 | -829,817 | -100.0% | -$2,804.69万 | 清仓 |
| SJNK | ST SRT SPDR PRTFL L T CRPRT B ETF IV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INSPIRE 100 ETF IV | $0 | 0.00% | 0 | -28,151 | -100.0% | -$135.97万 | 清仓 |
| — | INSPIRE 500 ETF | $0 | 0.00% | 0 | -2,978 | -100.0% | -$76.92万 | 清仓 |
| BJAN | INSPIRE SMALL MID CAP ETF IV | $0 | 0.00% | 0 | -13,967 | -100.0% | -$59.42万 | 清仓 |
| — | INVSC QQQ TRUST SRS 1 ETF | $0 | 0.00% | 0 | -678 | -100.0% | -$41.92万 | 清仓 |
| — | GRAPHENE MFG GROUP ORDF | $0 | 0.00% | 0 | -154,860 | -100.0% | -$41.04万 | 清仓 |
| UJAN | INSPIRE CORPORATE BOND ETF | $0 | 0.00% | 0 | -15,732 | -100.0% | -$38.05万 | 清仓 |
| — | UMB FINL CORP | $0 | 0.00% | 0 | -2,800 | -100.0% | -$35.84万 | 清仓 |
| NUMG | NUVEEN ESG DIVIDEND ETF | $0 | 0.00% | 0 | -9,598 | -100.0% | -$29.70万 | 清仓 |
| NULV | NUVEEN ESG LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUMV | NUVEEN ESG HIGH YIELD CRP BD ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIMCO CORP INCOME CF | $0 | 0.00% | 0 | -19,924 | -100.0% | -$25.52万 | 清仓 |
| — | PIMCO CORPORATE OPPORTUN | $0 | 0.00% | 0 | -17,553 | -100.0% | -$22.97万 | 清仓 |
| — | CALVERT US MID CR RESPONINDX ETF | $0 | 0.00% | 0 | -2,949 | -100.0% | -$19.82万 | 清仓 |
| — | VANGUARD ESG U.S. CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,021 | -100.0% | -$19.25万 | 清仓 |
| — | PERFORMANCE FOOD GROUP C | $0 | 0.00% | 0 | -2,000 | -100.0% | -$19.08万 | 清仓 |
| AGG | ISHARES INTERNATIONAL SEL DIV ETF | $0 | 0.00% | 0 | -2,834 | -100.0% | -$16.81万 | 清仓 |
| — | INVSC RAFI US 1500 SML MID ETF | $0 | 0.00% | 0 | -2,858 | -100.0% | -$14.25万 | 清仓 |
| PPA | INVESCO RAFI US 1000 ETF | $0 | 0.00% | 0 | -2,573 | -100.0% | -$12.54万 | 清仓 |
| IEFA | ISHARES MSCI USA QLTY FACT ETF | $0 | 0.00% | 0 | -612 | -100.0% | -$12.40万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXD | FIRST TRUST NYSE ARCA BIOTECH ID ETF | $0 | 0.00% | 0 | -486 | -100.0% | -$10.87万 | 清仓 |
| — | T ROWE PRICE SMALL MID CAP ETF | $0 | 0.00% | 0 | -2,540 | -100.0% | -$9.77万 | 清仓 |
| — | ISHA199:C237ARES ESG AWR 1-5 Y USD CP BND ETF | $0 | 0.00% | 0 | -3,796 | -100.0% | -$9.58万 | 清仓 |
| FENY | FIDELITY NASDAQ COMPOSITE INDX ETF | $0 | 0.00% | 0 | -890 | -100.0% | -$8.17万 | 清仓 |
| — | SAFE BULKERS, IN 8 PFDPFD | $0 | 0.00% | 0 | -3,158 | -100.0% | -$8.12万 | 清仓 |
| QUAL | ISHARES MSCI USA MOMNTUMFCT ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTS | STATE STREET SPDR PORTFLS&P 500 ETF | $0 | 0.00% | 0 | -959 | -100.0% | -$7.76万 | 清仓 |
| EIDO | ISHARES US TREASURY BONDETF | $0 | 0.00% | 0 | -3,320 | -100.0% | -$7.63万 | 清仓 |
| — | HYDROGRAPH CLEAN PWR I F | $0 | 0.00% | 0 | -26,380 | -100.0% | -$7.32万 | 清仓 |
| SPYG | ST STRET SPDR S&P 600 S C VL ETF IV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AT&T INC | $0 | 0.00% | 0 | -2,734 | -100.0% | -$6.48万 | 清仓 |
| — | ABBOTT LABS | $0 | 0.00% | 0 | -563 | -100.0% | -$6.30万 | 清仓 |
| SOFI | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -558 | -100.0% | -$5.72万 | 清仓 |
| OEF | ISHARES RUSSELL 1000 ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$4.87万 | 清仓 |
| VXUS | VANGUARD INTL DIVIDEND APRECTN ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHRS 10 YR INVEST GRADEBOND ETF | $0 | 0.00% | 0 | -783 | -100.0% | -$3.98万 | 清仓 |
| IDU | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -170 | -100.0% | -$3.73万 | 清仓 |
| — | VANGUARD MID CAP VALUE ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$3.71万 | 清仓 |
| IYH | ISHARES US HEALTHCARE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CENTRUS ENERGY CORP CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$2.96万 | 清仓 |
| — | WISDOMTREE US MIDCAP DIVIDEND ETF | $0 | 0.00% | 0 | -543 | -100.0% | -$2.96万 | 清仓 |
| IWN | ISHARES US OIL GAS EXL PROD ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EDWARDS LIFESCIENCES COR | $0 | 0.00% | 0 | -300 | -100.0% | -$2.57万 | 清仓 |
| IUSG | ISHARES US ENERGY ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$2.57万 | 清仓 |
| — | FS SPECIALTY LENDING | $0 | 0.00% | 0 | -1,747 | -100.0% | -$2.45万 | 清仓 |
| EWY | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$2.42万 | 清仓 |
| — | CIM REAL ESTATE FINANCE TRUST INC | $0 | 0.00% | 0 | -4,391 | -100.0% | -$2.29万 | 清仓 |
| — | MAIDEN HOLDINGS 7.75 PFD DUE 12/01/43SUBJ TO XTRO REDEMPTION | $0 | 0.00% | 0 | -1,410 | -100.0% | -$2.16万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -730 | -100.0% | -$2.09万 | 清仓 |
| ILF | ISHARES RUSSELL MID CAP ETF | $0 | 0.00% | 0 | -193 | -100.0% | -$1.95万 | 清仓 |
| — | BARRICK MNG CORP F | $0 | 0.00% | 0 | -340 | -100.0% | -$1.68万 | 清仓 |
| — | EAGLE CAPITAL GROWTH CF | $0 | 0.00% | 0 | -1,331 | -100.0% | -$1.49万 | 清仓 |
| BOTZ | GLOBAL X COPPER MINERS ETF | $0 | 0.00% | 0 | -240 | -100.0% | -$1.49万 | 清仓 |
| SKYY | FIRST TRUST VALUE DIVIDEND INDEX ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.42万 | 清仓 |
| — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $0 | 0.00% | 0 | -310 | -100.0% | -$1.34万 | 清仓 |
| — | NEOS NASDAQ 100 HIGH INCOME ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.34万 | 清仓 |
| — | ASTRAZENECA PLC F | $0 | 0.00% | 0 | -145 | -100.0% | -$1.32万 | 清仓 |
| TAN | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$1.28万 | 清仓 |
| NEAR | ISHARES MSCI USA MIN VOLFCTR ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$1.25万 | 清仓 |
| IEMG | ISHARES CORE MSCI EMERGING ETF | $0 | 0.00% | 0 | -173 | -100.0% | -$1.24万 | 清仓 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -267 | -100.0% | -$1.20万 | 清仓 |
| — | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$1.18万 | 清仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS N | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$1.13万 | 清仓 |
| — | GLOBAL X RUSSELL 2000 CVRED CALL ETF | $0 | 0.00% | 0 | -719 | -100.0% | -$1.13万 | 清仓 |
| — | BUNGE GLOBAL SA F | $0 | 0.00% | 0 | -100 | -100.0% | -$1.12万 | 清仓 |
| FXN | FIRST TRUST HEALTH CARE ALPHADEX ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGSH | VANGUARD INTERMEDIATE TERM BOND ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$1.11万 | 清仓 |
| — | WISDOMTREE EUROPE HEDGEDEQTY ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.09万 | 清仓 |
| — | FRANKLIN BSP CAPITAL CORPORATION | $0 | 0.00% | 0 | -646 | -100.0% | -$8,825 | 清仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $0 | 0.00% | 0 | -40 | -100.0% | -$8,695 | 清仓 |
| CZR | CAESARS ENTMT INC NEW | $0 | 0.00% | 0 | -358 | -100.0% | -$8,515 | 清仓 |
| SLYG | SPDR S&P MIDCAP 400 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CHAMPION HOMES INC | $0 | 0.00% | 0 | -82 | -100.0% | -$7,880 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -101 | -100.0% | -$7,872 | 清仓 |
| — | TOTALENERGIES F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTION | $0 | 0.00% | 0 | -35 | -100.0% | -$7,296 | 清仓 |
| — | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -236 | -100.0% | -$6,947 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -25 | -100.0% | -$6,212 | 清仓 |
| IGF | ISHARES CORE US REIT ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$6,178 | 清仓 |
| — | DOLLY VARDEN SILVER CO F | $0 | 0.00% | 0 | -1,050 | -100.0% | -$5,858 | 清仓 |
| FXO | FIRST TRUST ISE WATER INDEX ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$5,768 | 清仓 |
| — | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$4,955 | 清仓 |
| EQBK | EPSILON ENERGY LTD F | $0 | 0.00% | 0 | -100 | -100.0% | -$4,465 | 清仓 |
| — | CORPAY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$4,165 | 清仓 |
| — | RXO INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3,151 | 清仓 |
| — | STRIVE U S ENERGY ETF | $0 | 0.00% | 0 | -98 | -100.0% | -$2,996 | 清仓 |
| — | PAYMENTUS HLDGS INC CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$2,954 | 清仓 |
| DGT | ST STRET SPDR S&P 400 M C GR ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$2,669 | 清仓 |
| — | LUCKY STRIKE ENTERTAINMECLASS A | $0 | 0.00% | 0 | -288 | -100.0% | -$2,667 | 清仓 |
| RWR | ST STRT SPDR S&P 600 S CGRW ETF IV | $0 | 0.00% | 0 | -25 | -100.0% | -$2,557 | 清仓 |