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 |
|---|---|---|---|---|---|---|---|---|
| BTBT | BIT DIGITAL INC. F | $949 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S CO | $904 | 0.00% | 40 | 40 | — | $904 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $892 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAPITAL CORP | $840 | 0.00% | 69 | -218 | -76.0% | -$2,654 | 减仓 |
| JBLU | JOBY AVIATION INC FCLASS A | $796 | 0.00% | 100 | 100 | — | $796 | 新建仓 |
| XVV | ISHARES ESG OPTIMIZED MSCI USA ETF | $795 | 0.00% | 5 | 5 | — | $795 | 新建仓 |
| — | SURF AIR MOBILITY IN EQUCLASS EQUITY | $794 | 0.00% | 1,000 | 1,000 | — | $794 | 新建仓 |
| SNAP | SNAP INC CLASS CLASS A | $780 | 0.00% | 150 | 150 | — | $780 | 新建仓 |
| — | GENIUS SPORTS LTD F | $765 | 0.00% | 100 | 100 | — | $765 | 新建仓 |
| YETI | YETI HLDGS INC | $763 | 0.00% | 15 | 15 | — | $763 | 新建仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $746 | 0.00% | 14 | 14 | — | $746 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOL | $718 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CLASS C | $691 | 0.00% | 135 | 135 | — | $691 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $688 | 0.00% | 57 | 57 | — | $688 | 新建仓 |
| SOLV | SOLVENTUM CORP | $682 | 0.00% | 8 | 8 | — | $682 | 新建仓 |
| ALT | ALTIMMUNE INC | $659 | 0.00% | 225 | 225 | — | $659 | 新建仓 |
| — | ARGENTA SILVER CORP F | $614 | 0.00% | 1,600 | 1,600 | — | $614 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $606 | 0.00% | 27 | 27 | — | $606 | 新建仓 |
| — | EPSILON ENERGY LTD F | $594 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $569 | 0.00% | 20 | 20 | — | $569 | 新建仓 |
| MBB | ISHARES MBS ETF | $559 | 0.00% | 6 | 6 | — | $559 | 新建仓 |
| — | BLUE SPHERE CORP | $500 | 0.00% | 1,000,000 | 1,000,000 | — | $500 | 新建仓 |
| PBI | PITNEY BOWES INC | $498 | 0.00% | 30 | 30 | — | $498 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOL | $483 | 0.00% | 27 | 27 | — | $483 | 新建仓 |
| BGRN | ISHARES ESG USD CORPORATE BOND ETF | $476 | 0.00% | 21 | 21 | — | $476 | 新建仓 |
| EMLC | VANECK PHARMACEUTICAL ETF | $464 | 0.00% | 4 | 4 | — | $464 | 新建仓 |
| — | STREAMEX CORP | $461 | 0.00% | 550 | 550 | — | $461 | 新建仓 |
| — | DESTINY TECH 100 INC | $460 | 0.00% | 15 | 15 | — | $460 | 新建仓 |
| — | SILVERGATE CAP CORP CLASS A | $453 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $444 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $430 | 0.00% | 42 | 42 | — | $430 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES ICLASS A | $424 | 0.00% | 100 | 100 | — | $424 | 新建仓 |
| — | MOBILITY GLOBAL INC | $392 | 0.00% | 20 | 20 | — | $392 | 新建仓 |
| BMO | BANK MONTREAL QUE F | $367 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $359 | 0.00% | 13 | 6 | 85.7% | $166 | 加仓 |
| SGOV | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $335 | 0.00% | 6 | 6 | — | $335 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $328 | 0.00% | 4 | 4 | — | $328 | 新建仓 |
| VTRS | VIATRIS INC | $322 | 0.00% | 20 | 20 | — | $322 | 新建仓 |
| — | CURALEAF HLDGS INC F | $316 | 0.00% | 32 | 32 | — | $316 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNO | $281 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $268 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC CLASS A | $262 | 0.00% | 45 | 45 | — | $262 | 新建仓 |
| PLUG | PLUG PWR INC | $229 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CHIMERA INVT CORP EQUITYCLASS EQUITY | $225 | 0.00% | 19 | 19 | — | $225 | 新建仓 |
| CVS | CVS HEALTH CORP | $211 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MANNKIND CORP | $193 | 0.00% | 50 | 50 | — | $193 | 新建仓 |
| SMR | NUSCALE PWR CORP CLASS A | $192 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $184 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $178 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MH | MCGRAW HILL INC | $139 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC NEW | $139 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $137 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VROOM INC | $120 | 0.00% | 12 | 12 | — | $120 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLD | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DULUTH HLDGS INC CLASS B | $95 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | UNITI GROUP INC NEW | $86 | 0.00% | 9 | 9 | — | $86 | 新建仓 |
| — | VANGUARD ESG INTERNATIONAL STOCK ETF | $83 | 0.00% | 1 | 1 | — | $83 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $80 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | XOS INC | $74 | 0.00% | 28 | 28 | — | $74 | 新建仓 |
| — | REFLECT SCIENTIFIC INC | $57 | 0.00% | 1,300 | 1,300 | — | $57 | 新建仓 |
| — | ANGI INC CLASS A | $56 | 0.00% | 13 | 13 | — | $56 | 新建仓 |
| OGN | ORGANON & CO | $55 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HLDGS INC CLASS A | $51 | 0.00% | 8 | 8 | — | $51 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES IN | $42 | 0.00% | 11 | 11 | — | $42 | 新建仓 |
| TREE | LENDINGTREE INC NEW | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GINKGO BIOWORKS HLDG CLASS A | $29 | 0.00% | 4 | 4 | — | $29 | 新建仓 |
| — | CANOPY GROWTH CORP F | $18 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | ORION PPTYS INC REIT | $8 | 0.00% | 3 | 3 | — | $8 | 新建仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $0 | 0.00% | 0 | -1,284,701 | -100.0% | -$1.17亿 | 清仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $0 | 0.00% | 0 | -1,467,902 | -100.0% | -$8,648.88万 | 清仓 |
| BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -3,062,058 | -100.0% | -$7,664.33万 | 清仓 |
| BIBL | INSPIRE 100 ETF | $0 | 0.00% | 0 | -27,916 | -100.0% | -$148.32万 | 清仓 |
| PTL | INSPIRE 500 ETF | $0 | 0.00% | 0 | -3,283 | -100.0% | -$92.01万 | 清仓 |
| — | NUVEEN ESG LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -5,876 | -100.0% | -$64.16万 | 清仓 |
| — | NUVEEN ESG DIVIDEND ETF | $0 | 0.00% | 0 | -18,528 | -100.0% | -$59.19万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME | $0 | 0.00% | 0 | -36,308 | -100.0% | -$43.66万 | 清仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $0 | 0.00% | 0 | -18,082 | -100.0% | -$43.16万 | 清仓 |
| — | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF | $0 | 0.00% | 0 | -5,703 | -100.0% | -$40.55万 | 清仓 |
| — | GRAPHENE MFG GROUP ORDF | $0 | 0.00% | 0 | -154,860 | -100.0% | -$29.20万 | 清仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -11,845 | -100.0% | -$25.30万 | 清仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $0 | 0.00% | 0 | -835 | -100.0% | -$24.10万 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -808 | -100.0% | -$23.73万 | 清仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -9,237 | -100.0% | -$23.72万 | 清仓 |
| PICK | ISHARES MSCI USA MIN VOLFACTOR ETF | $0 | 0.00% | 0 | -1,049 | -100.0% | -$23.48万 | 清仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $0 | 0.00% | 0 | -8,544 | -100.0% | -$21.46万 | 清仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,021 | -100.0% | -$18.97万 | 清仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $0 | 0.00% | 0 | -3,244 | -100.0% | -$15.92万 | 清仓 |
| STT | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $0 | 0.00% | 0 | -1,659 | -100.0% | -$15.54万 | 清仓 |
| VNQI | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,718 | -100.0% | -$14.67万 | 清仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $0 | 0.00% | 0 | -2,858 | -100.0% | -$14.59万 | 清仓 |
| — | HYDROGRAPH CLEAN PWR I F | $0 | 0.00% | 0 | -26,380 | -100.0% | -$13.24万 | 清仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -2,390 | -100.0% | -$12.78万 | 清仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $0 | 0.00% | 0 | -600 | -100.0% | -$11.85万 | 清仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -5,102 | -100.0% | -$11.57万 | 清仓 |
| JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -2,026 | -100.0% | -$11.32万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -3,369 | -100.0% | -$10.25万 | 清仓 |
| DVY | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -2,210 | -100.0% | -$9.94万 | 清仓 |
| SUSB | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $0 | 0.00% | 0 | -3,796 | -100.0% | -$9.48万 | 清仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $0 | 0.00% | 0 | -2,287 | -100.0% | -$9.43万 | 清仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $0 | 0.00% | 0 | -890 | -100.0% | -$9.21万 | 清仓 |