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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $12.34万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $12.29万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $11.94万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $11.85万 | 0.01% | 600 | -160 | -21.1% | -$3.16万 | 重新持有 |
| 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 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $11.57万 | 0.01% | 5,102 | 5,102 | — | $11.57万 | 新建仓 |
| JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $11.32万 | 0.01% | 2,026 | 2,026 | — | $11.32万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $11.13万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.87万 | 0.01% | 880 | 634 | 257.7% | $7.83万 | 加仓 |
| 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 |
| PFG | PRINCIPAL FINL GROUP INC | $10.61万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC | $10.53万 | 0.01% | 25 | 24 | 2,400.0% | $10.10万 | 加仓 |
| IBM | IBM CORP | $10.42万 | 0.01% | 466 | 234 | 100.9% | $5.23万 | 加仓 |
| 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 |
| SLV | ISHARES SILVER TRUST | $10.01万 | 0.01% | 1,283 | -6 | -0.5% | -$468 | 减仓 |
| DVY | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $9.94万 | 0.01% | 2,210 | 2,210 | — | $9.94万 | 新建仓 |
| WPM | WHEATON PRECIOUS METAL F | $9.89万 | 0.01% | 688 | -512 | -42.7% | -$7.36万 | 减仓 |
| — | AMTRUST FINL S 7.5 PFDPFD SER D | $9.87万 | 0.01% | 6,445 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $9.57万 | 0.01% | 1,120 | -660 | -37.1% | -$5.64万 | 减仓 |
| SUSB | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $9.48万 | 0.01% | 3,796 | 3,796 | — | $9.48万 | 新建仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $9.43万 | 0.01% | 2,287 | 2,287 | — | $9.43万 | 新建仓 |
| V | VISA INC CLASS CLASS A | $9.36万 | 0.01% | 289 | 77 | 36.3% | $2.49万 | 加仓 |
| WFC | WELLS FARGO & CO | $9.35万 | 0.01% | 1,271 | 6 | 0.5% | $441 | 加仓 |
| GLW | CORNING INC | $9.33万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS A | $9.23万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $9.22万 | 0.01% | 1,752 | -10 | -0.6% | -$526 | 重新持有 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $9.21万 | 0.01% | 890 | 0 | 0.0% | — | 重新持有 |
| ATO | ATMOS ENERGY CORP | $9.12万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| — | 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 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $8.65万 | 0.01% | 328 | -165 | -33.5% | -$4.35万 | 重新持有 |
| TMUS | T-MOBILE US INC | $8.65万 | 0.01% | 453 | -165 | -26.7% | -$3.15万 | 减仓 |
| CDW | CDW CORP | $8.60万 | 0.01% | 839 | -299 | -26.3% | -$3.07万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $8.52万 | 0.01% | 3,263 | -81 | -2.4% | -$2,114 | 减仓 |
| WCC | WESCO INTL INC | $8.42万 | 0.01% | 230 | 230 | — | $8.42万 | 新建仓 |
| MFC | MANULIFE FINL CORP F | $8.40万 | 0.01% | 2,101 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS, IN 8 PFDPFD | $8.24万 | 0.01% | 3,158 | 3,158 | — | $8.24万 | 新建仓 |
| 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 |
| PFE | PFIZER INC | $7.85万 | 0.01% | 3,040 | -229 | -7.0% | -$5,910 | 减仓 |
| IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | $7.83万 | 0.01% | 1,810 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $7.72万 | 0.01% | 797 | 797 | — | $7.72万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $7.65万 | 0.01% | 444 | 396 | 825.0% | $6.83万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $7.62万 | 0.01% | 647 | 647 | — | $7.62万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $7.53万 | 0.01% | 524 | -125 | -19.3% | -$1.80万 | 减仓 |
| EMR | EMERSON ELEC CO | $6.96万 | 0.01% | 499 | 59 | 13.4% | $8,226 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $6.88万 | 0.01% | 2,367 | -194,407 | -98.8% | -$565.14万 | 减仓 |
| T | AT&T INC | $6.80万 | 0.01% | 2,734 | 0 | 0.0% | — | 重新持有 |
| QCLN | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $6.59万 | 0.01% | 330 | 330 | — | $6.59万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $6.55万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $6.50万 | 0.01% | 710 | 0 | 0.0% | — | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | $6.45万 | 0.01% | 119 | 12 | 11.2% | $6,507 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $6.35万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $6.21万 | 0.01% | 106 | 8 | 8.2% | $4,688 | 加仓 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $5.80万 | 0.01% | 1,159 | 0 | 0.0% | — | 重新持有 |
| CRM | SALESFORCE INC | $5.79万 | 0.01% | 326 | 126 | 63.0% | $2.24万 | 加仓 |
| — | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $5.72万 | 0.01% | 1,693 | 1,693 | — | $5.72万 | 新建仓 |
| ORCL | ORACLE CORP | $5.70万 | 0.01% | 294 | 14 | 5.0% | $2,714 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5.69万 | 0.01% | 504 | 457 | 972.3% | $5.16万 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $5.65万 | 0.01% | 502 | -258 | -33.9% | -$2.90万 | 减仓 |
| SYK | STRYKER CORP | $5.45万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $5.41万 | 0.01% | 362 | 48 | 15.3% | $7,172 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $5.40万 | 0.01% | 258 | -228 | -46.9% | -$4.77万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS I | $5.37万 | 0.01% | 1,138 | 399 | 54.0% | $1.88万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $5.25万 | 0.01% | 78 | 0 | 0.0% | — | 重新持有 |
| ADI | ANALOG DEVICES INC | $5.24万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| MMM | 3I GROUP PLC FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $5.23万 | 0.01% | 360 | 360 | — | $5.23万 | 新建仓 |
| XEL | XCEL ENERGY INC | $5.22万 | 0.01% | 648 | -25 | -3.7% | -$2,015 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $5.20万 | 0.01% | 129 | 0 | 0.0% | — | 重新持有 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $5.16万 | 0.01% | 517 | 517 | — | $5.16万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $5.00万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.94万 | 0.01% | 213 | 151 | 243.5% | $3.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.91万 | 0.01% | 52 | 27 | 108.0% | $2.55万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4.91万 | 0.01% | 56 | 40 | 250.0% | $3.51万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $4.82万 | 0.01% | 941 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4.74万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $4.73万 | 0.01% | 473 | 129 | 37.5% | $1.29万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $4.63万 | 0.01% | 915 | -1,475 | -61.7% | -$7.46万 | 重新持有 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $4.58万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.55万 | 0.01% | 1,664 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $4.31万 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4.31万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.30万 | 0.00% | 463 | 463 | — | $4.30万 | 新建仓 |
| CSCO | CISCO SYS INC | $4.19万 | 0.00% | 425 | 321 | 308.7% | $3.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $4.14万 | 0.00% | 392 | 10 | 2.6% | $1,057 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.07万 | 0.00% | 26 | 16 | 160.0% | $2.51万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3.99万 | 0.00% | 170 | 0 | 0.0% | — | 重新持有 |
| IWV | ISHARES RUSSELL 3000 ETF | $3.98万 | 0.00% | 95 | 95 | — | $3.98万 | 新建仓 |
| TSME | THRIVENT MID CAP VALUE ETF | $3.90万 | 0.00% | 2,293 | 2,293 | — | $3.90万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW F | $3.83万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.74万 | 0.00% | 453 | 453 | — | $3.74万 | 新建仓 |
| TPR | TAPESTRY INC | $3.65万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $3.49万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| AER | ADYEN N V F | $3.47万 | 0.00% | 253 | 253 | — | $3.47万 | 新建仓 |
| IJH | ISHARES CORE S&P SMALL-CAP ETF | $3.37万 | 0.00% | 245 | -1,142 | -82.3% | -$15.69万 | 减仓 |
| NOW | SERVICENOW INC | $3.24万 | 0.00% | 354 | 14 | 4.1% | $1,281 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.17万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $3.16万 | 0.00% | 360 | 75 | 26.3% | $6,587 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $3.14万 | 0.00% | 660 | -300 | -31.2% | -$1.43万 | 重新持有 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $3.14万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $3.13万 | 0.00% | 1,157 | 1,157 | — | $3.13万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $3.05万 | 0.00% | 604 | -22 | -3.5% | -$1,111 | 减仓 |