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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $12.79万 | 0.01% | 123 | 8 | 7.0% | $8,319 | 加仓 |
| CAT | CATERPILLAR INC | $12.75万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $12.60万 | 0.01% | 5,100 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $12.06万 | 0.01% | 1,060 | 1 | 0.1% | $114 | 加仓 |
| — | HYDROGRAPH CLEAN PWR I F | $12.06万 | 0.01% | 26,380 | 26,380 | — | $12.06万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $11.72万 | 0.01% | 2,026 | 0 | 0.0% | — | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $11.55万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $11.40万 | 0.01% | 834 | -5 | -0.6% | -$683 | 减仓 |
| WFC | WELLS FARGO & CO | $11.35万 | 0.01% | 1,276 | 5 | 0.4% | $445 | 加仓 |
| NEE | NEXTERA ENERGY INC | $11.20万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.95万 | 0.01% | 880 | -2,640 | -75.0% | -$32.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $10.77万 | 0.01% | 251 | -38 | -13.1% | -$1.63万 | 减仓 |
| GLD | SPDR GOLD SHARES | $10.37万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| TAGG | T. ROWE PRICE SMALL-MID CAP ETF | $10.19万 | 0.01% | 2,287 | 2,287 | — | $10.19万 | 新建仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $9.79万 | 0.01% | 2,210 | 2,210 | — | $9.79万 | 新建仓 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $9.71万 | 0.01% | 1,716 | -36 | -2.1% | -$2,038 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $9.60万 | 0.01% | 305 | 305 | — | $9.60万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $9.56万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| — | ISHARES GOLD TRUST | $9.52万 | 0.01% | 1,147 | 1,147 | — | $9.52万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | $9.49万 | 0.01% | 428 | 309 | 259.7% | $6.85万 | 加仓 |
| — | AMTRUST FINL S PFDPFD SER D | $9.44万 | 0.01% | 6,445 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY NASDAQ COMPOSITE INDEX ETF | $9.32万 | 0.01% | 890 | 890 | — | $9.32万 | 新建仓 |
| MS | MORGAN STANLEY | $9.29万 | 0.01% | 427 | 179 | 72.2% | $3.90万 | 加仓 |
| WPM | WHEATON PRECIOUS METAL F | $9.28万 | 0.01% | 688 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP F | $9.20万 | 0.01% | 2,101 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.95万 | 0.01% | 723 | 298 | 70.1% | $3.69万 | 加仓 |
| V | VISA INC CLASS A | $8.84万 | 0.01% | 246 | -43 | -14.9% | -$1.55万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $8.82万 | 0.01% | 2,877 | -386 | -11.8% | -$1.18万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $8.72万 | 0.01% | 959 | 959 | — | $8.72万 | 新建仓 |
| EMR | EMERSON ELEC CO | $8.70万 | 0.01% | 531 | 32 | 6.4% | $5,242 | 加仓 |
| ATO | ATMOS ENERGY CORP | $8.50万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $8.45万 | 0.01% | 3,210 | 170 | 5.6% | $4,473 | 加仓 |
| WCC | WESCO INTL INC | $8.39万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| — | SAFE BULKERS | $8.36万 | 0.01% | 3,158 | 3,158 | — | $8.36万 | 新建仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $8.33万 | 0.01% | 3,898 | -886 | -18.5% | -$1.89万 | 减仓 |
| TMUS | T-MOBILE US INC | $8.06万 | 0.01% | 455 | 2 | 0.4% | $354 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $7.98万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | $7.94万 | 0.01% | 1,810 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $7.72万 | 0.01% | 298 | 40 | 15.5% | $1.04万 | 加仓 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $7.68万 | 0.01% | 4,400 | -334 | -7.1% | -$5,832 | 减仓 |
| SLV | ISHARES SILVER TRUST | $7.58万 | 0.01% | 1,283 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $7.53万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $7.49万 | 0.01% | 675 | 675 | — | $7.49万 | 新建仓 |
| FERG | FERMI INC | $7.12万 | 0.01% | 300 | 273 | 1,011.1% | $6.48万 | 加仓 |
| — | MIDERA FOOD PROCESSING I | $7.08万 | 0.01% | 1,618 | 1,618 | — | $7.08万 | 新建仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $6.97万 | 0.01% | 710 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6.84万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.71万 | 0.01% | 2,767 | 33 | 1.2% | $800 | 加仓 |
| SYK | STRYKER CORP | $6.70万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $6.68万 | 0.01% | 900 | -220 | -19.6% | -$1.63万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAPDIVIDEND FUND | $6.67万 | 0.01% | 659 | 659 | — | $6.67万 | 新建仓 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $6.62万 | 0.01% | 1,159 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $6.60万 | 0.01% | 1,093 | 379 | 53.1% | $2.29万 | 加仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $6.35万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $6.34万 | 0.01% | 584 | 192 | 49.0% | $2.08万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $6.10万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5.95万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5.79万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $5.55万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $5.47万 | 0.01% | 232 | -234 | -50.2% | -$5.52万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $5.46万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $5.45万 | 0.01% | 941 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $5.33万 | 0.01% | 370 | 149 | 67.4% | $2.15万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS IN | $5.33万 | 0.01% | 98 | -8 | -7.5% | -$4,351 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $5.14万 | 0.01% | 420 | -255 | -37.8% | -$3.12万 | 重新持有 |
| XEL | XCEL ENERGY INC | $5.09万 | 0.01% | 648 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $5.02万 | 0.01% | 453 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.77万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $4.75万 | 0.00% | 732 | 128 | 21.2% | $8,300 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $4.73万 | 0.00% | 1,664 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $4.61万 | 0.00% | 301 | 7 | 2.4% | $1,073 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $4.59万 | 0.00% | 462 | 462 | — | $4.59万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4.57万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.53万 | 0.00% | 196 | 196 | — | $4.53万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $4.53万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $4.49万 | 0.00% | 249 | -195 | -43.9% | -$3.51万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $4.38万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $4.36万 | 0.00% | 314 | -48 | -13.3% | -$6,658 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS A | $4.35万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $4.28万 | 0.00% | 230 | 198 | 618.8% | $3.69万 | 加仓 |
| TPR | TAPESTRY INC | $4.26万 | 0.00% | 277 | 3 | 1.1% | $461 | 加仓 |
| NOW | SERVICENOW INC | $4.25万 | 0.00% | 340 | -14 | -4.0% | -$1,749 | 减仓 |
| RTX | RTX CORP | $4.22万 | 0.00% | 189 | 91 | 92.9% | $2.03万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $4.18万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $4.18万 | 0.00% | 200 | 200 | — | $4.18万 | 新建仓 |
| — | THRIVENT MID CAP VALUE ETF | $4.16万 | 0.00% | 2,293 | 2,293 | — | $4.16万 | 新建仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $3.90万 | 0.00% | 114 | 65 | 132.7% | $2.23万 | 加仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $3.87万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.87万 | 0.00% | 200 | -126 | -38.7% | -$2.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $3.82万 | 0.00% | 813 | -325 | -28.6% | -$1.53万 | 减仓 |
| F | FORD MTR CO DEL | $3.82万 | 0.00% | 2,760 | 1,052 | 61.6% | $1.45万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW F | $3.76万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $3.70万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $3.70万 | 0.00% | 712 | 712 | — | $3.70万 | 新建仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $3.69万 | 0.00% | 369 | 369 | — | $3.69万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $3.65万 | 0.00% | 245 | -73 | -23.0% | -$1.09万 | 重新持有 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $3.56万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| CRUS | CIRRUS LOGIC INC | $3.50万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $3.48万 | 0.00% | 30 | 4 | 15.4% | $4,644 | 加仓 |
| KKR | KKR & CO INC | $3.19万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |