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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.85亿 | 21.32% | 5,413,826 | 5,411,459 | 228,621.0% | $1.85亿 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1.67亿 | 19.22% | 799,707 | 24,588 | 3.2% | $512.05万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $1.17亿 | 13.53% | 1,284,701 | 154,882 | 13.7% | $1,413.92万 | 重新持有 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $8,648.88万 | 9.98% | 1,467,902 | 93,160 | 6.8% | $548.90万 | 重新持有 |
| BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $7,664.33万 | 8.84% | 3,062,058 | 3,062,058 | — | $7,664.33万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5,745.18万 | 6.63% | 1,079,921 | 1,079,921 | — | $5,745.18万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $5,020.37万 | 5.79% | 1,500,409 | -3,577,001 | -70.4% | -$1.20亿 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $3,060.15万 | 3.53% | 601,090 | 91,899 | 18.0% | $467.86万 | 重新持有 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2,936.64万 | 3.39% | 877,133 | 124,156 | 16.5% | $415.67万 | 重新持有 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $551.91万 | 0.64% | 63,086 | 62,338 | 8,334.0% | $545.36万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $536.52万 | 0.62% | 168,984 | -112,847 | -40.0% | -$358.29万 | 重新持有 |
| VOO | VANGUARD S&P 500 ETF | $400.92万 | 0.46% | 5,900 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $389.92万 | 0.45% | 13,323 | -108 | -0.8% | -$3.16万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $310.66万 | 0.36% | 39,805 | 33,142 | 497.4% | $258.66万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $148.32万 | 0.17% | 27,916 | -235 | -0.8% | -$1.25万 | 重新持有 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $142.41万 | 0.16% | 50,005 | -5,955 | -10.6% | -$16.96万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $136.44万 | 0.16% | 41,508 | 36,905 | 801.8% | $121.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $128.08万 | 0.15% | 2,500 | -493 | -16.5% | -$25.26万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $122.03万 | 0.14% | 28,760 | 28,760 | — | $122.03万 | 新建仓 |
| NVDA | NVIDIA CORP | $118.03万 | 0.14% | 5,379 | 242 | 4.7% | $5.31万 | 加仓 |
| DE | DEERE & CO | $104.17万 | 0.12% | 1,769 | 923 | 109.1% | $54.35万 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $96.56万 | 0.11% | 3,222 | -5 | -0.2% | -$1,498 | 减仓 |
| PTL | INSPIRE 500 ETF | $92.01万 | 0.11% | 3,283 | 456 | 16.1% | $12.78万 | 重新持有 |
| IVW | ISHARES S&P 500 GROWTH ETF | $85.48万 | 0.10% | 6,275 | 2,910 | 86.5% | $39.64万 | 重新持有 |
| IVV | ISHARES CORE S&P 500 ETF | $83.86万 | 0.10% | 1,129 | -236 | -17.3% | -$17.53万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $78.37万 | 0.09% | 9,475 | 9,475 | — | $78.37万 | 新建仓 |
| AMZN | AMAZON.COM INC | $74.53万 | 0.09% | 2,771 | 67 | 2.5% | $1.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $73.99万 | 0.09% | 1,793 | -34 | -1.9% | -$1.40万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $72.23万 | 0.08% | 9,967 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVIC | $67.44万 | 0.08% | 1,470 | -230 | -13.5% | -$10.55万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $66.19万 | 0.08% | 1,703 | -32 | -1.8% | -$1.24万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $64.21万 | 0.07% | 14,136 | 724 | 5.4% | $3.29万 | 重新持有 |
| — | NUVEEN ESG LARGE-CAP GROWTH ETF | $64.16万 | 0.07% | 5,876 | 3,026 | 106.2% | $33.04万 | 重新持有 |
| IWM | ISHARES RUSSELL 2000 ETF | $64.14万 | 0.07% | 2,248 | 2,191 | 3,843.9% | $62.52万 | 重新持有 |
| WMT | WALMART INC | $63.03万 | 0.07% | 4,940 | -162 | -3.2% | -$2.07万 | 减仓 |
| — | NUVEEN ESG DIVIDEND ETF | $59.19万 | 0.07% | 18,528 | 18,528 | — | $59.19万 | 新建仓 |
| MCD | MCDONALDS CORP | $54.62万 | 0.06% | 1,989 | 24 | 1.2% | $6,590 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.54万 | 0.06% | 2,463 | 108 | 4.6% | $2.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.05万 | 0.05% | 1,535 | 53 | 3.6% | $1.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $45.51万 | 0.05% | 638 | 79 | 14.1% | $5.63万 | 重新持有 |
| PTY | PIMCO CORPORATE & INCOME | $43.66万 | 0.05% | 36,308 | -3,768 | -9.4% | -$4.53万 | 重新持有 |
| IBD | INSPIRE CORPORATE BOND ETF | $43.16万 | 0.05% | 18,082 | 2,429 | 15.5% | $5.80万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.57万 | 0.05% | 8,731 | 6,580 | 305.9% | $30.58万 | 加仓 |
| — | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF | $40.55万 | 0.05% | 5,703 | 2,734 | 92.1% | $19.44万 | 重新持有 |
| TSLA | TESLA INC | $38.27万 | 0.04% | 860 | 160 | 22.9% | $7.12万 | 加仓 |
| ETN | EATON CORP PLC F | $37.67万 | 0.04% | 899 | 8 | 0.9% | $3,352 | 加仓 |
| MCK | MCKESSON CORP | $35.97万 | 0.04% | 496 | 375 | 309.9% | $27.19万 | 加仓 |
| — | EXXON MOBIL CORP | $35.86万 | 0.04% | 2,396 | 44 | 1.9% | $6,586 | 加仓 |
| USB | US BANCORP DEL | $34.69万 | 0.04% | 6,366 | 78 | 1.2% | $4,250 | 加仓 |
| MGEE | MGE ENERGY INC | $31.64万 | 0.04% | 4,285 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $31.58万 | 0.04% | 316 | 6 | 1.9% | $5,997 | 加仓 |
| — | GRAPHENE MFG GROUP ORDF | $29.20万 | 0.03% | 154,860 | 154,860 | — | $29.20万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $27.51万 | 0.03% | 1,205 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $27.48万 | 0.03% | 2,109 | -691 | -24.7% | -$9.01万 | 重新持有 |
| MTZ | MASTEC INC | $27.39万 | 0.03% | 650 | 650 | — | $27.39万 | 新建仓 |
| ALL | ALLSTATE CORP | $27.39万 | 0.03% | 1,281 | 12 | 0.9% | $2,566 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $27.31万 | 0.03% | 7,843 | 4,474 | 132.8% | $15.58万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $26.04万 | 0.03% | 716 | -879 | -55.1% | -$31.96万 | 减仓 |
| META | META PLATFORMS INC CLASS CLASS A | $25.63万 | 0.03% | 428 | 26 | 6.5% | $1.56万 | 加仓 |
| EXC | EXELON CORP | $25.38万 | 0.03% | 5,743 | -228 | -3.8% | -$1.01万 | 减仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $25.30万 | 0.03% | 11,845 | 202 | 1.7% | $4,315 | 重新持有 |
| MIDD | MIDDLEBY CORP | $25.28万 | 0.03% | 1,618 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $24.83万 | 0.03% | 1,344 | -45 | -3.2% | -$8,313 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $24.10万 | 0.03% | 835 | -8 | -0.9% | -$2,309 | 重新持有 |
| QQQM | INVESCO NASDAQ 100 ETF | $23.73万 | 0.03% | 808 | 547 | 209.6% | $16.07万 | 重新持有 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $23.72万 | 0.03% | 9,237 | 9,237 | — | $23.72万 | 新建仓 |
| PICK | ISHARES MSCI USA MIN VOLFACTOR ETF | $23.48万 | 0.03% | 1,049 | 1,049 | — | $23.48万 | 新建仓 |
| HD | HOME DEPOT INC | $23.45万 | 0.03% | 753 | -54 | -6.7% | -$1.68万 | 减仓 |
| AVGO | BROADCOM INC | $21.46万 | 0.02% | 501 | 98 | 24.3% | $4.20万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $21.46万 | 0.02% | 8,544 | 8,544 | — | $21.46万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $20.92万 | 0.02% | 283 | -21 | -6.9% | -$1.55万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP C | $19.25万 | 0.02% | 2,046 | 46 | 2.3% | $4,327 | 重新持有 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $19.17万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $18.97万 | 0.02% | 3,021 | 98 | 3.4% | $6,152 | 重新持有 |
| ABBV | ABBVIE INC | $18.61万 | 0.02% | 918 | 496 | 117.5% | $10.06万 | 加仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $18.52万 | 0.02% | 1,891 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $18.21万 | 0.02% | 1,407 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $17.81万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $17.63万 | 0.02% | 535 | -7 | -1.3% | -$2,307 | 减仓 |
| CCJ | CAMECO CORP F | $16.82万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $15.92万 | 0.02% | 3,244 | 1,551 | 91.6% | $7.61万 | 加仓 |
| SO | SOUTHERN CO | $15.57万 | 0.02% | 1,672 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $15.54万 | 0.02% | 1,659 | 1,659 | — | $15.54万 | 新建仓 |
| VNQI | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $14.67万 | 0.02% | 1,718 | 1,718 | — | $14.67万 | 新建仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $14.59万 | 0.02% | 2,858 | 0 | 0.0% | — | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC | $14.39万 | 0.02% | 318 | 4 | 1.3% | $1,810 | 加仓 |
| LKQ | LKQ CORP | $14.33万 | 0.02% | 5,100 | 110 | 2.2% | $3,091 | 加仓 |
| GE | GE AEROSPACE | $14.20万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $14.06万 | 0.02% | 1,027 | 51 | 5.2% | $6,981 | 加仓 |
| CAT | CATERPILLAR INC | $13.81万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $13.59万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $13.54万 | 0.02% | 2,573 | 0 | 0.0% | — | 重新持有 |
| FIS | FIDELITY NATL INFORMATIO | $13.27万 | 0.02% | 3,133 | 0 | 0.0% | — | 不变 |
| — | HYDROGRAPH CLEAN PWR I F | $13.24万 | 0.02% | 26,380 | 26,380 | — | $13.24万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $13.24万 | 0.02% | 675 | 13 | 2.0% | $2,550 | 加仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $12.78万 | 0.01% | 2,390 | 1,475 | 161.2% | $7.89万 | 重新持有 |
| CSL | CARLISLE COS INC | $12.69万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $12.53万 | 0.01% | 1,085 | -730 | -40.2% | -$8.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $12.47万 | 0.01% | 260 | 145 | 126.1% | $6.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $12.38万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |