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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $0 | 0.00% | 0 | -22,286,214 | -100.0% | -$2,228.62万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY INV | $0 | 0.00% | 0 | -15,631,635 | -100.0% | -$1,563.16万 | 清仓 |
| — | BARON PARTNERS RETAIL | $0 | 0.00% | 0 | -58,165 | -100.0% | -$1,391.02万 | 清仓 |
| NVDA | NVIDIA CORP | $0 | 0.00% | 0 | -30,972 | -100.0% | -$540.16万 | 清仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $0 | 0.00% | 0 | -17,166 | -100.0% | -$492.44万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -15,725 | -100.0% | -$486.69万 | 清仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $0 | 0.00% | 0 | -197,883 | -100.0% | -$472.35万 | 清仓 |
| IBM | IBM CORP | $0 | 0.00% | 0 | -19,052 | -100.0% | -$461.80万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -12,366 | -100.0% | -$457.74万 | 清仓 |
| — | HON HAI PRECISION ORDF | $0 | 0.00% | 0 | -756,115 | -100.0% | -$443.90万 | 清仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $0 | 0.00% | 0 | -14,344 | -100.0% | -$412.47万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -15,732 | -100.0% | -$399.25万 | 清仓 |
| AMZN | AMAZON.COM INC | $0 | 0.00% | 0 | -19,150 | -100.0% | -$398.84万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -33,607 | -100.0% | -$380.13万 | 清仓 |
| — | FEDERATED HERMES MDT MID CAP GROWTH IS | $0 | 0.00% | 0 | -58,320 | -100.0% | -$358.31万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -20,717 | -100.0% | -$351.49万 | 清仓 |
| IVV | ISHARES CORE S&P 500 ETF | $0 | 0.00% | 0 | -5,350 | -100.0% | -$349.47万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -13,344 | -100.0% | -$330.93万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $0 | 0.00% | 0 | -22,445 | -100.0% | -$328.33万 | 清仓 |
| ET | ENERGY TRANSFER L P LP | $0 | 0.00% | 0 | -161,782 | -100.0% | -$312.24万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -89,181 | -100.0% | -$299.03万 | 清仓 |
| — | MFS INTL DIVERSIFICATION I | $0 | 0.00% | 0 | -107,847 | -100.0% | -$298.74万 | 清仓 |
| — | FIDELITY ADVISOR GROWTH OPPS I | $0 | 0.00% | 0 | -13,943 | -100.0% | -$295.25万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -7,473 | -100.0% | -$252.47万 | 清仓 |
| — | LORD ABBETT BOND-DEBENTURE I | $0 | 0.00% | 0 | -351,531 | -100.0% | -$248.53万 | 清仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $0 | 0.00% | 0 | -2,335,834 | -100.0% | -$233.58万 | 清仓 |
| — | COLUMBIA DIVIDEND INCOME INST2 | $0 | 0.00% | 0 | -60,044 | -100.0% | -$228.59万 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -25,650 | -100.0% | -$222.36万 | 清仓 |
| LLY | ELI LILLY AND CO | $0 | 0.00% | 0 | -2,350 | -100.0% | -$216.11万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -20,570 | -100.0% | -$203.75万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -5,140 | -100.0% | -$191.08万 | 清仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -28,896 | -100.0% | -$185.17万 | 清仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $0 | 0.00% | 0 | -27,165 | -100.0% | -$183.45万 | 清仓 |
| — | GUGGENHEIM TOTAL RETURN BOND P | $0 | 0.00% | 0 | -74,992 | -100.0% | -$178.33万 | 清仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $0 | 0.00% | 0 | -14,209 | -100.0% | -$176.63万 | 清仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -37,930 | -100.0% | -$171.37万 | 清仓 |
| — | VANGUARD SMALL CAP VALUE INDEX ADMIRAL | $0 | 0.00% | 0 | -18,288 | -100.0% | -$170.64万 | 清仓 |
| — | LORD ABBETT CR OPPORTUNITIES INST | $0 | 0.00% | 0 | -202,550 | -100.0% | -$167.91万 | 清仓 |
| — | VANGUARD INTERNATIONAL GROWTH ADM | $0 | 0.00% | 0 | -15,492 | -100.0% | -$167.53万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $0 | 0.00% | 0 | -11,465 | -100.0% | -$167.33万 | 清仓 |
| — | FIDELITY ADVISOR INTL SMALL CAP I | $0 | 0.00% | 0 | -44,727 | -100.0% | -$165.49万 | 清仓 |
| — | VANGUARD DIVIDEND GROWTH FUND INV | $0 | 0.00% | 0 | -56,239 | -100.0% | -$163.15万 | 清仓 |
| MRK | MERCK & CO. INC. | $0 | 0.00% | 0 | -12,872 | -100.0% | -$154.83万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,950 | -100.0% | -$138.17万 | 清仓 |
| META | META PLATFORMS INC CLASS CLASS A | $0 | 0.00% | 0 | -2,362 | -100.0% | -$135.14万 | 清仓 |
| — | LORD ABBETT HIGH INCOME MUNI BOND I | $0 | 0.00% | 0 | -120,668 | -100.0% | -$127.06万 | 清仓 |
| RTX | RTX CORP | $0 | 0.00% | 0 | -5,905 | -100.0% | -$113.91万 | 清仓 |
| — | VICTORY RS INTERNATIONAL Y | $0 | 0.00% | 0 | -58,827 | -100.0% | -$106.24万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -7,349 | -100.0% | -$106.14万 | 清仓 |
| AMD | ADVANCED MICRO DEVIC | $0 | 0.00% | 0 | -5,045 | -100.0% | -$102.63万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -5,946 | -100.0% | -$102.30万 | 清仓 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | $0 | 0.00% | 0 | -63,950 | -100.0% | -$101.81万 | 清仓 |
| S | SENTINELONE INC CLASS CLASS A | $0 | 0.00% | 0 | -76,278 | -100.0% | -$98.25万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -4,427 | -100.0% | -$96.28万 | 清仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -703 | -100.0% | -$92.85万 | 清仓 |
| IOT | SAMSARA INC CLASS A | $0 | 0.00% | 0 | -29,300 | -100.0% | -$92.85万 | 清仓 |
| ENB | ENBRIDGE INC F | $0 | 0.00% | 0 | -16,538 | -100.0% | -$89.54万 | 清仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | -14,456 | -100.0% | -$87.67万 | 清仓 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -9,326 | -100.0% | -$87.00万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -21,113 | -100.0% | -$86.67万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -3,467 | -100.0% | -$84.75万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -16,451 | -100.0% | -$82.59万 | 清仓 |
| — | LORD ABBETT INCOME I | $0 | 0.00% | 0 | -331,222 | -100.0% | -$80.16万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $0 | 0.00% | 0 | -6,190 | -100.0% | -$77.66万 | 清仓 |
| — | VANGUARD US GROWTH INVESTOR | $0 | 0.00% | 0 | -11,431 | -100.0% | -$75.92万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -12,321 | -100.0% | -$75.48万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -2,140 | -100.0% | -$75.30万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -2,285 | -100.0% | -$71.02万 | 清仓 |
| — | BARON GLOBAL OPPORTUNITY INSTITUTIONAL | $0 | 0.00% | 0 | -14,540 | -100.0% | -$70.14万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -8,931 | -100.0% | -$69.29万 | 清仓 |
| ETN | EATON CORP PLC F | $0 | 0.00% | 0 | -1,936 | -100.0% | -$69.24万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -5,325 | -100.0% | -$66.18万 | 清仓 |
| EPD | ENTERPRISE PRODS PART LP | $0 | 0.00% | 0 | -17,130 | -100.0% | -$64.82万 | 清仓 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | -20,609 | -100.0% | -$64.26万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -22,064 | -100.0% | -$63.96万 | 清仓 |
| TRP | TC ENERGY CORP F | $0 | 0.00% | 0 | -10,138 | -100.0% | -$63.46万 | 清仓 |
| — | HYPERION DEFI INC | $0 | 0.00% | 0 | -183,273 | -100.0% | -$63.23万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -1,038 | -100.0% | -$62.71万 | 清仓 |
| AON | AON PLC FCLASS CLASS A | $0 | 0.00% | 0 | -1,900 | -100.0% | -$61.33万 | 清仓 |
| URNM | SPROTT URANIUM MINERS ETF | $0 | 0.00% | 0 | -9,414 | -100.0% | -$59.45万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -2,018 | -100.0% | -$59.38万 | 清仓 |
| OKTA | OKTA INC CLASS A | $0 | 0.00% | 0 | -7,341 | -100.0% | -$57.78万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,010 | -100.0% | -$57.62万 | 清仓 |
| REGN | REGENERON PHARMACEUTICAL | $0 | 0.00% | 0 | -745 | -100.0% | -$57.56万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -8,400 | -100.0% | -$57.24万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOL | $0 | 0.00% | 0 | -28,850 | -100.0% | -$57.07万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,424 | -100.0% | -$56.97万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$56.33万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -8,460 | -100.0% | -$53.84万 | 清仓 |
| — | PIMCO INCOME INSTL | $0 | 0.00% | 0 | -49,440 | -100.0% | -$53.30万 | 清仓 |
| — | LORD ABBETT HIGH YIELD I | $0 | 0.00% | 0 | -82,102 | -100.0% | -$51.31万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -3,029 | -100.0% | -$50.09万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -17,262 | -100.0% | -$48.47万 | 清仓 |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $0 | 0.00% | 0 | -791 | -100.0% | -$47.65万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -3,479 | -100.0% | -$47.30万 | 清仓 |
| — | PGIM SHORT-TERM CORPORATE BOND Z | $0 | 0.00% | 0 | -43,674 | -100.0% | -$47.04万 | 清仓 |
| BIDU | BAIDU INC F | $0 | 0.00% | 0 | -4,082 | -100.0% | -$45.48万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | -1,345 | -100.0% | -$45.45万 | 清仓 |
| — | PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL | $0 | 0.00% | 0 | -46,422 | -100.0% | -$43.36万 | 清仓 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -5,886 | -100.0% | -$42.81万 | 清仓 |