Redwood Wealth Management Group, LLC
MEDFORD NJ · SEC CIK 0001963839
$02026Q2 申报市值
0持仓数
0.0%前十大占比
0 / 170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
本季没有买入
2026Q2 卖出最多 按季末市值估算
SCHWAB PRIME ADV 清仓-$2,228.62万
SCHWAB GOVERNMEN 清仓-$1,563.16万
BARON PARTNERS R 清仓-$1,391.02万
NVDA 清仓-$540.16万
GOOG 清仓-$492.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BNY MELLON GLOBAL FIXED INCOME - Y | $0 | 0.00% | 0 | -20,731 | -100.0% | -$41.84万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -713 | -100.0% | -$41.17万 | 清仓 |
| NG | NOVAGOLD RES INC F | $0 | 0.00% | 0 | -44,950 | -100.0% | -$40.37万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -7,980 | -100.0% | -$40.16万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -3,619 | -100.0% | -$39.18万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CO | $0 | 0.00% | 0 | -44,664 | -100.0% | -$39.17万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,963 | -100.0% | -$39.07万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,117 | -100.0% | -$38.19万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -10,855 | -100.0% | -$38.14万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,367 | -100.0% | -$37.95万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -433 | -100.0% | -$37.81万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -1,776 | -100.0% | -$36.75万 | 清仓 |
| VLO | VALERO ENERGY CORP NEW | $0 | 0.00% | 0 | -1,472 | -100.0% | -$36.37万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -5,801 | -100.0% | -$36.19万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $0 | 0.00% | 0 | -4,467 | -100.0% | -$36.16万 | 清仓 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $0 | 0.00% | 0 | -19,475 | -100.0% | -$35.93万 | 清仓 |
| — | LORD ABBETT CORPORATE OPPORTUNITIES I | $0 | 0.00% | 0 | -39,538 | -100.0% | -$35.70万 | 清仓 |
| OPRA | OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -24,860 | -100.0% | -$35.45万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -4,134 | -100.0% | -$33.46万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -2,275 | -100.0% | -$33.27万 | 清仓 |
| NIO | NIO INC F | $0 | 0.00% | 0 | -55,062 | -100.0% | -$33.20万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FUN | $0 | 0.00% | 0 | -26,531 | -100.0% | -$33.19万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $0 | 0.00% | 0 | -930 | -100.0% | -$33.16万 | 清仓 |
| BTO | HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND | $0 | 0.00% | 0 | -9,229 | -100.0% | -$33.10万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | $0 | 0.00% | 0 | -16,518 | -100.0% | -$32.80万 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -41,600 | -100.0% | -$32.74万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $0 | 0.00% | 0 | -803 | -100.0% | -$31.35万 | 清仓 |
| — | MFS INCOME I | $0 | 0.00% | 0 | -53,200 | -100.0% | -$31.33万 | 清仓 |
| GDMA | GADSDEN DYNAMIC MULTI-ASSET ETF | $0 | 0.00% | 0 | -7,693 | -100.0% | -$31.31万 | 清仓 |
| HSAI | HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -16,340 | -100.0% | -$31.24万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $0 | 0.00% | 0 | -651 | -100.0% | -$31.20万 | 清仓 |
| — | TWEEDY, BROWNE INTERNATIONAL VALUE FUND | $0 | 0.00% | 0 | -10,677 | -100.0% | -$31.12万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,195 | -100.0% | -$30.72万 | 清仓 |
| — | US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 | $0 | 0.00% | 0 | -350,000 | -100.0% | -$30.35万 | 清仓 |
| — | BURNING ROCK BIOTECH L FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -18,278 | -100.0% | -$29.48万 | 清仓 |
| — | VANGUARD HIGH-YIELD TAX-EXEMPT | $0 | 0.00% | 0 | -27,539 | -100.0% | -$29.03万 | 清仓 |
| — | TWEEDY, BROWNE VALUE | $0 | 0.00% | 0 | -14,117 | -100.0% | -$28.81万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -2,610 | -100.0% | -$28.61万 | 清仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -1,815 | -100.0% | -$27.72万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -1,909 | -100.0% | -$27.61万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,385 | -100.0% | -$27.43万 | 清仓 |
| INFQ | INFLEQTION INC CLASS A | $0 | 0.00% | 0 | -27,800 | -100.0% | -$27.27万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -2,830 | -100.0% | -$25.97万 | 清仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,204 | -100.0% | -$25.89万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -3,421 | -100.0% | -$25.72万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -805 | -100.0% | -$25.61万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -4,600 | -100.0% | -$25.54万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -844 | -100.0% | -$25.49万 | 清仓 |
| AOSL | ALPHA & OMEGA SEMICOND F | $0 | 0.00% | 0 | -11,337 | -100.0% | -$25.12万 | 清仓 |
| — | US TREASU NT 4.125 06/26UST NOTE DUE 06/15/26 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$25.02万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -1,850 | -100.0% | -$24.91万 | 清仓 |
| JD | JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -8,284 | -100.0% | -$24.50万 | 清仓 |
| MSTR | STRATEGY INC CLASS A | $0 | 0.00% | 0 | -1,890 | -100.0% | -$23.59万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,760 | -100.0% | -$23.05万 | 清仓 |
| PNC | PNC FINL SERVICES | $0 | 0.00% | 0 | -1,106 | -100.0% | -$23.02万 | 清仓 |
| PAA | PLAINS ALL AMERICAN P LP | $0 | 0.00% | 0 | -10,300 | -100.0% | -$23.00万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,347 | -100.0% | -$22.62万 | 清仓 |
| — | BANK OF AMERICA, 4.8 26CD FDIC INS DUE 04/20/26US | $0 | 0.00% | 0 | -225,000 | -100.0% | -$22.51万 | 清仓 |
| PATH | UIPATH INC CLASS CLASS A | $0 | 0.00% | 0 | -20,004 | -100.0% | -$22.20万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -9,725 | -100.0% | -$22.14万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,550 | -100.0% | -$21.73万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,184 | -100.0% | -$21.56万 | 清仓 |
| — | MORGAN STANLEY PR 4.5 26CD FDIC INS DUE 08/07/26US | $0 | 0.00% | 0 | -215,000 | -100.0% | -$21.55万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,300 | -100.0% | -$21.40万 | 清仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $0 | 0.00% | 0 | -3,559 | -100.0% | -$21.28万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,223 | -100.0% | -$21.27万 | 清仓 |
| STM | STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -5,980 | -100.0% | -$20.66万 | 清仓 |
| VWIUX | VANGUARD INTERM-TERM TX-EX ADM | $0 | 0.00% | 0 | -14,978 | -100.0% | -$20.46万 | 清仓 |
| CEG | CONSTELLATION ENERGY COR | $0 | 0.00% | 0 | -720 | -100.0% | -$20.11万 | 清仓 |
| — | None | $0 | — | 0 | 0 | — | — | 清仓 |