Redwood Wealth Management Group, LLC
MEDFORD NJ · SEC CIK 0001963839
$2.32亿2026Q1 申报市值
169持仓数
36.9%前十大占比 · 第一大 9.6%
9 / 28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
BARON PARTNERS R 加仓+$302.36万
SCHWAB PRIME ADV 加仓+$187.01万
SCHWAB GOVERNMEN 加仓+$135.15万
SM 新建仓+$64.26万
NG 新建仓+$40.37万
2026Q1 卖出最多 按季末市值估算
VIATRIS INC 清仓-$78.50万
APLD 清仓-$58.41万
SLV 减仓-$56.22万
TLT 减仓-$50.39万
SCHWAB PRIME ADV 减仓-$42.75万
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 |
|---|---|---|---|---|---|---|---|---|
| BIDU | BAIDU INC F | $45.48万 | 0.20% | 4,082 | 0 | 0.0% | — | 不变 |
| — | PGIM SHORT-TERM CORPORATE BOND Z | $47.04万 | 0.20% | 43,674 | -706 | -1.6% | -$7,604 | 减仓 |
| GLW | CORNING INC | $47.30万 | 0.20% | 3,479 | 228 | 7.0% | $3.10万 | 加仓 |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $47.65万 | 0.21% | 791 | 3 | 0.4% | $1,807 | 加仓 |
| PFE | PFIZER INC | $48.47万 | 0.21% | 17,262 | -1,174 | -6.4% | -$3.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.09万 | 0.22% | 3,029 | -22 | -0.7% | -$3,638 | 减仓 |
| — | LORD ABBETT HIGH YIELD I | $51.31万 | 0.22% | 82,102 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME INSTL | $53.30万 | 0.23% | 49,440 | 20 | 0.0% | $216 | 加仓 |
| EQT | EQT CORP | $53.84万 | 0.23% | 8,460 | -123 | -1.4% | -$7,828 | 减仓 |
| INGR | INGREDION INC | $56.33万 | 0.24% | 5,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $56.97万 | 0.25% | 4,424 | -81 | -1.8% | -$1.04万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOL | $57.07万 | 0.25% | 28,850 | -250 | -0.9% | -$4,945 | 减仓 |
| SLV | ISHARES SILVER TRUST | $57.24万 | 0.25% | 8,400 | -8,250 | -49.5% | -$56.22万 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $57.56万 | 0.25% | 745 | -10 | -1.3% | -$7,726 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $57.62万 | 0.25% | 8,010 | -1,000 | -11.1% | -$7.19万 | 减仓 |
| OKTA | OKTA INC CLASS A | $57.78万 | 0.25% | 7,341 | -200 | -2.7% | -$1.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.38万 | 0.26% | 2,018 | 1 | 0.0% | $294 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $59.45万 | 0.26% | 9,414 | 130 | 1.4% | $8,209 | 加仓 |
| AON | AON PLC FCLASS CLASS A | $61.33万 | 0.26% | 1,900 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $62.71万 | 0.27% | 1,038 | 2 | 0.2% | $1,208 | 加仓 |
| — | HYPERION DEFI INC | $63.23万 | 0.27% | 183,273 | 3,690 | 2.1% | $1.27万 | 加仓 |
| TRP | TC ENERGY CORP F | $63.46万 | 0.27% | 10,138 | -300 | -2.9% | -$1.88万 | 减仓 |
| T | AT&T INC | $63.96万 | 0.28% | 22,064 | -805 | -3.5% | -$2.33万 | 减仓 |
| SM | SM ENERGY CO | $64.26万 | 0.28% | 20,609 | 20,609 | — | $64.26万 | 新建仓 |
| EPD | ENTERPRISE PRODS PART LP | $64.82万 | 0.28% | 17,130 | -341 | -2.0% | -$1.29万 | 减仓 |
| WMT | WALMART INC | $66.18万 | 0.29% | 5,325 | -195 | -3.5% | -$2.42万 | 减仓 |
| ETN | EATON CORP PLC F | $69.24万 | 0.30% | 1,936 | -10 | -0.5% | -$3,577 | 减仓 |
| CSCO | CISCO SYS INC | $69.29万 | 0.30% | 8,931 | -133 | -1.5% | -$1.03万 | 减仓 |
| — | BARON GLOBAL OPPORTUNITY INSTITUTIONAL | $70.14万 | 0.30% | 14,540 | -1,132 | -7.2% | -$5.46万 | 减仓 |
| MCD | MCDONALDS CORP | $71.02万 | 0.31% | 2,285 | -10 | -0.4% | -$3,108 | 减仓 |
| AMGN | AMGEN INC | $75.30万 | 0.33% | 2,140 | -7 | -0.3% | -$2,463 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $75.48万 | 0.33% | 12,321 | 3,332 | 37.1% | $20.41万 | 加仓 |
| — | VANGUARD US GROWTH INVESTOR | $75.92万 | 0.33% | 11,431 | -401 | -3.4% | -$2.66万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $77.66万 | 0.34% | 6,190 | 414 | 7.2% | $5.19万 | 加仓 |
| — | LORD ABBETT INCOME I | $80.16万 | 0.35% | 331,222 | -38,847 | -10.5% | -$9.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $82.59万 | 0.36% | 16,451 | -453 | -2.7% | -$2.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.75万 | 0.37% | 3,467 | 1 | 0.0% | $244 | 加仓 |
| CSX | CSX CORP | $86.67万 | 0.37% | 21,113 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $87.00万 | 0.38% | 9,326 | -647 | -6.5% | -$6.04万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $87.67万 | 0.38% | 14,456 | -214 | -1.5% | -$1.30万 | 减仓 |
| ENB | ENBRIDGE INC F | $89.54万 | 0.39% | 16,538 | 70 | 0.4% | $3,790 | 加仓 |
| IOT | SAMSARA INC CLASS A | $92.85万 | 0.40% | 29,300 | 2,025 | 7.4% | $6.42万 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $92.85万 | 0.40% | 703 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $96.28万 | 0.42% | 4,427 | -66 | -1.5% | -$1.44万 | 减仓 |
| S | SENTINELONE INC CLASS CLASS A | $98.25万 | 0.42% | 76,278 | -1,838 | -2.4% | -$2.37万 | 减仓 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | $101.81万 | 0.44% | 63,950 | 2,440 | 4.0% | $3.88万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $102.30万 | 0.44% | 5,946 | -104 | -1.7% | -$1.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVIC | $102.63万 | 0.44% | 5,045 | -66 | -1.3% | -$1.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $106.14万 | 0.46% | 7,349 | 1 | 0.0% | $144 | 加仓 |
| — | VICTORY RS INTERNATIONAL Y | $106.24万 | 0.46% | 58,827 | -2,385 | -3.9% | -$4.31万 | 减仓 |
| RTX | RTX CORP | $113.91万 | 0.49% | 5,905 | -77 | -1.3% | -$1.49万 | 减仓 |
| — | LORD ABBETT HIGH INCOME MUNI BOND I | $127.06万 | 0.55% | 120,668 | 7,950 | 7.1% | $8.37万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $135.14万 | 0.58% | 2,362 | -265 | -10.1% | -$15.16万 | 减仓 |
| CAT | CATERPILLAR INC | $138.17万 | 0.60% | 1,950 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $154.83万 | 0.67% | 12,872 | -29 | -0.2% | -$3,488 | 减仓 |
| — | VANGUARD DIVIDEND GROWTH FUND INV | $163.15万 | 0.70% | 56,239 | -646 | -1.1% | -$1.87万 | 减仓 |
| — | FIDELITY ADVISOR INTL SMALL CAP I | $165.49万 | 0.71% | 44,727 | -1,631 | -3.5% | -$6.03万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $167.33万 | 0.72% | 11,465 | -546 | -4.5% | -$7.97万 | 减仓 |
| — | VANGUARD INTERNATIONAL GROWTH ADM | $167.53万 | 0.72% | 15,492 | -181 | -1.2% | -$1.96万 | 减仓 |
| — | LORD ABBETT CR OPPORTUNITIES INST | $167.91万 | 0.73% | 202,550 | 1,120 | 0.6% | $9,285 | 加仓 |
| — | VANGUARD SMALL CAP VALUE INDEX ADMIRAL | $170.64万 | 0.74% | 18,288 | -146 | -0.8% | -$1.36万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $171.37万 | 0.74% | 37,930 | -753 | -1.9% | -$3.40万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $176.63万 | 0.76% | 14,209 | -44 | -0.3% | -$5,470 | 减仓 |
| — | GUGGENHEIM TOTAL RETURN BOND P | $178.33万 | 0.77% | 74,992 | -4,130 | -5.2% | -$9.82万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $183.45万 | 0.79% | 27,165 | -34 | -0.1% | -$2,296 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $185.17万 | 0.80% | 28,896 | -318 | -1.1% | -$2.04万 | 减仓 |
| TSLA | TESLA INC | $191.08万 | 0.83% | 5,140 | 83 | 1.6% | $3.09万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $203.75万 | 0.88% | 20,570 | 1,120 | 5.8% | $11.09万 | 加仓 |
| LLY | ELI LILLY AND CO | $216.11万 | 0.93% | 2,350 | -69 | -2.9% | -$6.35万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $222.36万 | 0.96% | 25,650 | -5,813 | -18.5% | -$50.39万 | 减仓 |
| — | COLUMBIA DIVIDEND INCOME INST2 | $228.59万 | 0.99% | 60,044 | -40 | -0.1% | -$1,523 | 减仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $233.58万 | 1.01% | 2,335,834 | -427,546 | -15.5% | -$42.75万 | 减仓 |
| — | LORD ABBETT BOND-DEBENTURE I | $248.53万 | 1.07% | 351,531 | 540 | 0.2% | $3,818 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $252.47万 | 1.09% | 7,473 | 300 | 4.2% | $10.14万 | 加仓 |
| — | FIDELITY ADVISOR GROWTH OPPS I | $295.25万 | 1.28% | 13,943 | -543 | -3.7% | -$11.50万 | 减仓 |
| — | MFS INTL DIVERSIFICATION I | $298.74万 | 1.29% | 107,847 | -317 | -0.3% | -$8,781 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $299.03万 | 1.29% | 89,181 | -772 | -0.9% | -$2.59万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $312.24万 | 1.35% | 161,782 | -3,678 | -2.2% | -$7.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $328.33万 | 1.42% | 22,445 | 959 | 4.5% | $14.03万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $330.93万 | 1.43% | 13,344 | -227 | -1.7% | -$5.63万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $349.47万 | 1.51% | 5,350 | -26 | -0.5% | -$1.70万 | 减仓 |
| — | EXXON MOBIL CORP | $351.49万 | 1.52% | 20,717 | -246 | -1.2% | -$4.17万 | 减仓 |
| — | FEDERATED HERMES MDT MID CAP GROWTH IS | $358.31万 | 1.55% | 58,320 | -2,996 | -4.9% | -$18.41万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $380.13万 | 1.64% | 33,607 | -68 | -0.2% | -$7,691 | 减仓 |
| AMZN | AMAZON.COM INC | $398.84万 | 1.72% | 19,150 | 983 | 5.4% | $20.47万 | 加仓 |
| AAPL | APPLE INC | $399.25万 | 1.72% | 15,732 | 263 | 1.7% | $6.67万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $412.47万 | 1.78% | 14,344 | 87 | 0.6% | $2.50万 | 加仓 |
| — | HON HAI PRECISION ORDF | $443.90万 | 1.92% | 756,115 | -19,212 | -2.5% | -$11.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.74万 | 1.98% | 12,366 | 273 | 2.3% | $10.11万 | 加仓 |
| IBM | IBM CORP | $461.80万 | 1.99% | 19,052 | -84 | -0.4% | -$2.04万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $472.35万 | 2.04% | 197,883 | -8,068 | -3.9% | -$19.26万 | 减仓 |
| AVGO | BROADCOM INC | $486.69万 | 2.10% | 15,725 | 15 | 0.1% | $4,643 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $492.44万 | 2.13% | 17,166 | -55 | -0.3% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORP | $540.16万 | 2.33% | 30,972 | -1,110 | -3.5% | -$19.36万 | 减仓 |
| — | BARON PARTNERS RETAIL | $1,391.02万 | 6.01% | 58,165 | 12,643 | 27.8% | $302.36万 | 加仓 |
| — | SCHWAB GOVERNMENT MONEY INV | $1,563.16万 | 6.75% | 15,631,635 | 1,351,543 | 9.5% | $135.15万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $2,228.62万 | 9.63% | 22,286,214 | 1,870,120 | 9.2% | $187.01万 | 加仓 |