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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $3.02万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS CLASS A | $3.02万 | 0.00% | 394 | -94 | -19.3% | -$7,207 | 减仓 |
| IXJ | ISHARES U.S. HEALTHCARE ETF | $3.01万 | 0.00% | 500 | 500 | — | $3.01万 | 新建仓 |
| — | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.98万 | 0.00% | 543 | 543 | — | $2.98万 | 新建仓 |
| ARIS | ARGENTA SILVER CORP F | $2.97万 | 0.00% | 1,600 | 1,600 | — | $2.97万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.94万 | 0.00% | 160 | 34 | 27.0% | $6,254 | 加仓 |
| XYZ | BLOCK INC A CLASS CLASS A | $2.93万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $2.86万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS CLASS A | $2.84万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $2.81万 | 0.00% | 26 | 26 | — | $2.81万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.78万 | 0.00% | 520 | 20 | 4.0% | $1,067 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $2.70万 | 0.00% | 358 | -135 | -27.4% | -$1.02万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.69万 | 0.00% | 120 | 0 | 0.0% | — | 重新持有 |
| FDX | FEDEX CORP | $2.65万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $2.64万 | 0.00% | 342 | 42 | 14.0% | $3,241 | 重新持有 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.62万 | 0.00% | 162 | 162 | — | $2.62万 | 新建仓 |
| IYE | ISHARES U.S. ENERGY ETF | $2.53万 | 0.00% | 418 | -82 | -16.4% | -$4,972 | 重新持有 |
| XPO | XPO INC | $2.44万 | 0.00% | 121 | -79 | -39.5% | -$1.59万 | 减仓 |
| — | AMTRUST FINL 7.25 PFDPFD SER B | $2.40万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW REIT | $2.40万 | 0.00% | 135 | 135 | — | $2.40万 | 新建仓 |
| UNP | UNION PAC CORP | $2.37万 | 0.00% | 90 | 90 | — | $2.37万 | 新建仓 |
| AZN | ASTRAZENECA PLC F | $2.35万 | 0.00% | 129 | 73 | 130.4% | $1.33万 | 重新持有 |
| B | BARRICK MNG CORP F | $2.34万 | 0.00% | 497 | 157 | 46.2% | $7,379 | 重新持有 |
| RPM | RPM INTL INC | $2.24万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $2.22万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CLASS A | $2.13万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| INTU | INTUIT | $2.08万 | 0.00% | 53 | -25 | -32.1% | -$9,832 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2.06万 | 0.00% | 204 | 102 | 100.0% | $1.03万 | 加仓 |
| VRT | VERTIV HLDGS CO CLASS A | $2.06万 | 0.00% | 56 | 41 | 273.3% | $1.51万 | 加仓 |
| F | FORD MTR CO DEL | $2.06万 | 0.00% | 1,708 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FUN | $2.04万 | 0.00% | 1,747 | 1,747 | — | $2.04万 | 新建仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $2.04万 | 0.00% | 193 | 0 | 0.0% | — | 重新持有 |
| RSG | REPUBLIC SVCS INC | $2.04万 | 0.00% | 103 | 14 | 15.7% | $2,768 | 加仓 |
| WMB | WILLIAMS COS INC | $2.03万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.00万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW REIT | $1.95万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $1.94万 | 0.00% | 1,150 | 0 | 0.0% | — | 重新持有 |
| SLB | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $1.94万 | 0.00% | 295 | 161 | 120.1% | $1.06万 | 加仓 |
| DHR | DANAHER CORP | $1.93万 | 0.00% | 116 | 41 | 54.7% | $6,827 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1.90万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | MAIDEN HOLDINGS 7.75 PFD DUE 12/01/43SUBJ TO XTRO REDEMPTION | $1.88万 | 0.00% | 1,410 | 0 | 0.0% | — | 重新持有 |
| — | CARNIVAL CORP LTD F | $1.86万 | 0.00% | 730 | 730 | — | $1.86万 | 新建仓 |
| KLAC | KLA CORP | $1.85万 | 0.00% | 10 | 2 | 25.0% | $3,690 | 加仓 |
| LLY | ELI LILLY AND CO | $1.84万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $1.75万 | 0.00% | 98 | 10 | 11.4% | $1,790 | 加仓 |
| RILY | BRC GROUP HLDGS INC | $1.72万 | 0.00% | 1,904 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS CLASS A | $1.70万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.69万 | 0.00% | 162 | -240 | -59.7% | -$2.51万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1.66万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.66万 | 0.00% | 358 | 358 | — | $1.66万 | 新建仓 |
| TJX | TJX COS INC NEW | $1.55万 | 0.00% | 104 | 27 | 35.1% | $4,021 | 加仓 |
| TRV | TRAVELERS COS INC | $1.55万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA F | $1.53万 | 0.00% | 198 | 198 | — | $1.53万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $1.52万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.51万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PTS INC | $1.50万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.50万 | 0.00% | 70 | 70 | — | $1.50万 | 新建仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $1.49万 | 0.00% | 44 | 0 | 0.0% | — | 重新持有 |
| RY | ROYAL BANK OF CANADA F | $1.48万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.48万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $1.46万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $1.42万 | 0.00% | 232 | 232 | — | $1.42万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER F | $1.41万 | 0.00% | 600 | -125 | -17.2% | -$2,948 | 减仓 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $1.41万 | 0.00% | 250 | 0 | 0.0% | — | 重新持有 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.41万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $1.40万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N | $1.39万 | 0.00% | 887 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $1.39万 | 0.00% | 69 | 15 | 27.8% | $3,028 | 加仓 |
| GERN | GERON CORP | $1.39万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $1.38万 | 0.00% | 104 | 104 | — | $1.38万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1.38万 | 0.00% | 40 | 40 | — | $1.38万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.37万 | 0.00% | 80 | 80 | — | $1.37万 | 新建仓 |
| — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $1.35万 | 0.00% | 310 | 310 | — | $1.35万 | 新建仓 |
| — | EAGLE CAPITAL GROWTH | $1.32万 | 0.00% | 1,331 | 0 | 0.0% | — | 重新持有 |
| — | PRYSMIAN SPA FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1.28万 | 0.00% | 139 | 139 | — | $1.28万 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $1.27万 | 0.00% | 318 | 318 | — | $1.27万 | 新建仓 |
| BG | BUNGE GLOBAL SA F | $1.26万 | 0.00% | 100 | 100 | — | $1.26万 | 新建仓 |
| — | SIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.26万 | 0.00% | 60 | 60 | — | $1.26万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $1.24万 | 0.00% | 91 | -1,509 | -94.3% | -$20.59万 | 减仓 |
| COP | CONOCOPHILLIPS | $1.24万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1.20万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $1.19万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $1.17万 | 0.00% | 749 | 749 | — | $1.17万 | 新建仓 |
| MRK | MERCK & CO. INC. | $1.16万 | 0.00% | 105 | 63 | 150.0% | $6,982 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.16万 | 0.00% | 7 | 7 | — | $1.16万 | 新建仓 |
| FIVN | FIVE9 INC | $1.12万 | 0.00% | 525 | 525 | — | $1.12万 | 新建仓 |
| NKE | NIKE INC CLASS CLASS B | $1.10万 | 0.00% | 260 | 100 | 62.5% | $4,239 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGEDEQUITY FUND | $1.10万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.08万 | 0.00% | 119 | 119 | — | $1.08万 | 新建仓 |
| KO | THE COCA-COLA CO | $1.05万 | 0.00% | 133 | 58 | 77.3% | $4,568 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.04万 | 0.00% | 114 | 24 | 26.7% | $2,192 | 加仓 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1.02万 | 0.00% | 5 | 5 | — | $1.02万 | 新建仓 |
| TTE | TOTALENERGIES F | $1.02万 | 0.00% | 112 | 112 | — | $1.02万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $1.01万 | 0.00% | 32 | 32 | — | $1.01万 | 新建仓 |
| HIG | HARTFORD INS GROUP INC | $9,644 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $9,382 | 0.00% | 10 | 6 | 150.0% | $5,629 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $9,112 | 0.00% | 26 | 15 | 136.4% | $5,257 | 加仓 |
| — | HOYA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,071 | 0.00% | 52 | 52 | — | $9,071 | 新建仓 |
| PSX | PHILLIPS 66 | $8,943 | 0.00% | 51 | 0 | 0.0% | — | 不变 |