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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INC CLASS CLASS A | $3.19万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $3.17万 | 0.00% | 543 | 543 | — | $3.17万 | 新建仓 |
| KO | THE COCA-COLA CO | $3.13万 | 0.00% | 361 | 228 | 171.4% | $1.98万 | 加仓 |
| XYZ | BLOCK INC A CLASS A | $3.13万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS A | $2.90万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $2.86万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $2.84万 | 0.00% | 247 | 22 | 9.8% | $2,532 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.84万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.80万 | 0.00% | 126 | -34 | -21.2% | -$7,563 | 减仓 |
| EW | EDWARDS LIFESCIENCES COR | $2.79万 | 0.00% | 300 | -42 | -12.3% | -$3,908 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $2.71万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $2.61万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.59万 | 0.00% | 25 | -27 | -51.9% | -$2.80万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.57万 | 0.00% | 500 | -20 | -3.8% | -$1,028 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2.53万 | 0.00% | 500 | 200 | 66.7% | $1.01万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $2.50万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.42万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | AMTRUST FINL PFDPFD SER B | $2.36万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $2.32万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.29万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.20万 | 0.00% | 372 | 34 | 10.1% | $2,013 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $2.20万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $2.09万 | 0.00% | 100 | -21 | -17.4% | -$4,388 | 减仓 |
| WMB | WILLIAMS COS INC | $2.02万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| — | FS SPECIALTY LENDING FUN | $2.01万 | 0.00% | 1,747 | 1,747 | — | $2.01万 | 新建仓 |
| O | REALTY INCOME CORP REIT | $1.97万 | 0.00% | 314 | 274 | 685.0% | $1.72万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $1.94万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.92万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $1.92万 | 0.00% | 600 | 600 | — | $1.92万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $1.91万 | 0.00% | 89 | -14 | -13.6% | -$3,000 | 减仓 |
| — | HONEYWELL INTL INC | $1.88万 | 0.00% | 80 | -58 | -42.0% | -$1.36万 | 重新持有 |
| LEU | CENTRUS ENERGY CORP CLASS A | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.81万 | 0.00% | 10 | -16 | -61.5% | -$2.90万 | 减仓 |
| BNS | BANK NOVA SCOTIA F | $1.79万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.77万 | 0.00% | 84 | -7 | -7.7% | -$1,474 | 减仓 |
| RY | ROYAL BANK OF CANADA F | $1.75万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | MAIDEN HOLDINGS | $1.74万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N | $1.71万 | 0.00% | 887 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.67万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.67万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.67万 | 0.00% | 80 | -20 | -20.0% | -$4,165 | 减仓 |
| INTU | INTUIT | $1.64万 | 0.00% | 49 | -4 | -7.5% | -$1,339 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $1.63万 | 0.00% | 95 | 95 | — | $1.63万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.58万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS CLASS A | $1.57万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $1.57万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $1.57万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $1.56万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1.55万 | 0.00% | 106 | 106 | — | $1.55万 | 新建仓 |
| AAP | ADVANCE AUTO PTS INC | $1.55万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $1.54万 | 0.00% | 75 | -41 | -35.3% | -$8,437 | 减仓 |
| SHOP | SHOPIFY INC FCLASS A | $1.50万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $1.50万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.48万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.47万 | 0.00% | 228 | 228 | — | $1.47万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.43万 | 0.00% | 198 | 74 | 59.7% | $5,349 | 加仓 |
| GM | GENERAL MTRS CO | $1.40万 | 0.00% | 162 | 162 | — | $1.40万 | 新建仓 |
| SPYI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $1.38万 | 0.00% | 250 | 250 | — | $1.38万 | 新建仓 |
| AZN | ASTRAZENECA PLC F | $1.38万 | 0.00% | 87 | -42 | -32.6% | -$6,657 | 减仓 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.38万 | 0.00% | 267 | -91 | -25.4% | -$4,691 | 减仓 |
| COP | CONOCOPHILLIPS | $1.36万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $1.36万 | 0.00% | 400 | 400 | — | $1.36万 | 新建仓 |
| — | EAGLE CAPITAL GROWTH | $1.35万 | 0.00% | 1,331 | 1,331 | — | $1.35万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $1.34万 | 0.00% | 16 | -40 | -71.4% | -$3.36万 | 减仓 |
| — | HONEYWELL AEROSPACE INC | $1.34万 | 0.00% | 80 | 80 | — | $1.34万 | 新建仓 |
| — | ATLANTICUS HOLD PFD | $1.33万 | 0.00% | 522 | 522 | — | $1.33万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $1.33万 | 0.00% | 132 | 132 | — | $1.33万 | 新建仓 |
| QINT | AVANTIS US SMALL CAP VALUE ETF | $1.30万 | 0.00% | 102 | 102 | — | $1.30万 | 新建仓 |
| STE | STERIS PLC F | $1.28万 | 0.00% | 54 | -15 | -21.7% | -$3,549 | 减仓 |
| NKE | NIKE INC CLASS CLASS B | $1.27万 | 0.00% | 313 | 53 | 20.4% | $2,147 | 加仓 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $1.26万 | 0.00% | 772 | 23 | 3.1% | $376 | 加仓 |
| AFL | AFLAC INC | $1.24万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $1.24万 | 0.00% | 300 | -197 | -39.6% | -$8,122 | 减仓 |
| TJX | TJX COS INC NEW | $1.18万 | 0.00% | 77 | -27 | -26.0% | -$4,120 | 减仓 |
| — | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $1.17万 | 0.00% | 318 | 318 | — | $1.17万 | 新建仓 |
| HEDJ | WISDOMTREE EUROPE HEDGEDEQUITY FUND | $1.16万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.15万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1.15万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER F | $1.15万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS A | $1.13万 | 0.00% | 181 | 181 | — | $1.13万 | 新建仓 |
| PAYX | PAYCHEX INC | $1.10万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC CLASS N | $1.08万 | 0.00% | 203 | 20 | 10.9% | $1,059 | 重新持有 |
| TFC | STRIVE U.S. ENERGY ETF | $1.05万 | 0.00% | 224 | 111 | 98.2% | $5,195 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.03万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST HEALTH CARE ALPHADEX FUND | $1.02万 | 0.00% | 502 | -175 | -25.8% | -$3,540 | 重新持有 |
| HIG | HARTFORD INS GROUP INC | $1.00万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | TOTALENERGIES F | $9,822 | 0.00% | 112 | 0 | 0.0% | — | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $9,626 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $9,586 | 0.00% | 134 | 134 | — | $9,586 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $9,360 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $9,212 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $9,167 | 0.00% | 101 | -2 | -1.9% | -$182 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUCLASS A | $9,166 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $9,061 | 0.00% | 155 | 155 | — | $9,061 | 新建仓 |
| UNP | UNION PAC CORP | $8,812 | 0.00% | 30 | -60 | -66.7% | -$1.76万 | 减仓 |
| RMD | RESMED INC | $8,588 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $8,374 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $8,285 | 0.00% | 90 | -24 | -21.1% | -$2,209 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $8,278 | 0.00% | 21 | -19 | -47.5% | -$7,490 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $8,239 | 0.00% | 21 | 21 | — | $8,239 | 新建仓 |