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 |
|---|---|---|---|---|---|---|---|---|
| — | BNY MELLON GLOBAL FIXED INCOME - Y | $41.84万 | 0.18% | 20,731 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $41.17万 | 0.18% | 713 | -48 | -6.3% | -$2.77万 | 减仓 |
| NG | NOVAGOLD RES INC F | $40.37万 | 0.17% | 44,950 | 44,950 | — | $40.37万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $40.16万 | 0.17% | 7,980 | 5 | 0.1% | $252 | 加仓 |
| NEM | NEWMONT CORP | $39.18万 | 0.17% | 3,619 | -700 | -16.2% | -$7.58万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CO | $39.17万 | 0.17% | 44,664 | 14,830 | 49.7% | $13.01万 | 加仓 |
| BA | BOEING CO | $39.07万 | 0.17% | 1,963 | 345 | 21.3% | $6.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.19万 | 0.16% | 1,117 | -532 | -32.3% | -$18.19万 | 减仓 |
| — | COTERRA ENERGY INC | $38.14万 | 0.16% | 10,855 | -742 | -6.4% | -$2.61万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $37.95万 | 0.16% | 2,367 | 70 | 3.0% | $1.12万 | 加仓 |
| GEV | GE VERNOVA INC | $37.81万 | 0.16% | 433 | 50 | 13.1% | $4.37万 | 加仓 |
| CVX | CHEVRON CORP NEW | $36.75万 | 0.16% | 1,776 | 1 | 0.1% | $207 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $36.37万 | 0.16% | 1,472 | 1 | 0.1% | $247 | 加仓 |
| DINO | HF SINCLAIR CORP | $36.19万 | 0.16% | 5,801 | -175 | -2.9% | -$1.09万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $36.16万 | 0.16% | 4,467 | 2 | 0.0% | $162 | 加仓 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $35.93万 | 0.16% | 19,475 | -550 | -2.7% | -$1.01万 | 减仓 |
| — | LORD ABBETT CORPORATE OPPORTUNITIES I | $35.70万 | 0.15% | 39,538 | 412 | 1.1% | $3,720 | 加仓 |
| OPRA | OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35.45万 | 0.15% | 24,860 | -2,975 | -10.7% | -$4.24万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $33.46万 | 0.14% | 4,134 | -205 | -4.7% | -$1.66万 | 减仓 |
| DTE | DTE ENERGY CO | $33.27万 | 0.14% | 2,275 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC F | $33.20万 | 0.14% | 55,062 | -6,283 | -10.2% | -$3.79万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FUN | $33.19万 | 0.14% | 26,531 | -5,929 | -18.3% | -$7.42万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $33.16万 | 0.14% | 930 | -36 | -3.7% | -$1.28万 | 减仓 |
| BTO | HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND | $33.10万 | 0.14% | 9,229 | 400 | 4.5% | $1.43万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | $32.80万 | 0.14% | 16,518 | -880 | -5.1% | -$1.75万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $32.74万 | 0.14% | 41,600 | -11,310 | -21.4% | -$8.90万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $31.35万 | 0.14% | 803 | 3 | 0.4% | $1,171 | 加仓 |
| — | MFS INCOME I | $31.33万 | 0.14% | 53,200 | 641 | 1.2% | $3,775 | 加仓 |
| GDMA | GADSDEN DYNAMIC MULTI-ASSET ETF | $31.31万 | 0.14% | 7,693 | 7,693 | — | $31.31万 | 新建仓 |
| HSAI | HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $31.24万 | 0.13% | 16,340 | -550 | -3.3% | -$1.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $31.20万 | 0.13% | 651 | -50 | -7.1% | -$2.40万 | 减仓 |
| — | TWEEDY, BROWNE INTERNATIONAL VALUE FUND | $31.12万 | 0.13% | 10,677 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $30.72万 | 0.13% | 3,195 | 380 | 13.5% | $3.65万 | 加仓 |
| — | US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 | $30.35万 | 0.13% | 350,000 | 350,000 | — | $30.35万 | 新建仓 |
| — | BURNING ROCK BIOTECH L FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $29.48万 | 0.13% | 18,278 | -1,745 | -8.7% | -$2.81万 | 减仓 |
| — | VANGUARD HIGH-YIELD TAX-EXEMPT | $29.03万 | 0.13% | 27,539 | 7,755 | 39.2% | $8.17万 | 加仓 |
| — | TWEEDY, BROWNE VALUE | $28.81万 | 0.12% | 14,117 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $28.61万 | 0.12% | 2,610 | 380 | 17.0% | $4.16万 | 加仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $27.72万 | 0.12% | 1,815 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $27.61万 | 0.12% | 1,909 | -35 | -1.8% | -$5,062 | 减仓 |
| BX | BLACKSTONE INC | $27.43万 | 0.12% | 2,385 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC CLASS A | $27.27万 | 0.12% | 27,800 | 27,800 | — | $27.27万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $25.97万 | 0.11% | 2,830 | -4,470 | -61.2% | -$41.02万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $25.89万 | 0.11% | 1,204 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $25.72万 | 0.11% | 3,421 | -101 | -2.9% | -$7,594 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.61万 | 0.11% | 805 | -42 | -5.0% | -$1.34万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $25.54万 | 0.11% | 4,600 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $25.49万 | 0.11% | 844 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICOND F | $25.12万 | 0.11% | 11,337 | -2,739 | -19.5% | -$6.07万 | 减仓 |
| — | US TREASU NT 4.125 06/26UST NOTE DUE 06/15/26 | $25.02万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $24.91万 | 0.11% | 1,850 | 0 | 0.0% | — | 不变 |
| JD | JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $24.50万 | 0.11% | 8,284 | -1,800 | -17.9% | -$5.32万 | 减仓 |
| MSTR | STRATEGY INC CLASS A | $23.59万 | 0.10% | 1,890 | -20 | -1.0% | -$2,496 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $23.05万 | 0.10% | 1,760 | -23 | -1.3% | -$3,012 | 减仓 |
| PNC | PNC FINL SERVICES | $23.02万 | 0.10% | 1,106 | -29 | -2.6% | -$6,036 | 减仓 |
| PAA | PLAINS ALL AMERICAN P LP | $23.00万 | 0.10% | 10,300 | 10,300 | — | $23.00万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.62万 | 0.10% | 2,347 | -9 | -0.4% | -$868 | 减仓 |
| — | BANK OF AMERICA, 4.8 26CD FDIC INS DUE 04/20/26US | $22.51万 | 0.10% | 225,000 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC CLASS CLASS A | $22.20万 | 0.10% | 20,004 | 7,725 | 62.9% | $8.57万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $22.14万 | 0.10% | 9,725 | 785 | 8.8% | $1.79万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $21.73万 | 0.09% | 2,550 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $21.56万 | 0.09% | 1,184 | 1,184 | — | $21.56万 | 新建仓 |
| — | MORGAN STANLEY PR 4.5 26CD FDIC INS DUE 08/07/26US | $21.55万 | 0.09% | 215,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.40万 | 0.09% | 1,300 | -198 | -13.2% | -$3.26万 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $21.28万 | 0.09% | 3,559 | -91 | -2.5% | -$5,440 | 减仓 |
| MO | ALTRIA GROUP INC | $21.27万 | 0.09% | 3,223 | 7 | 0.2% | $462 | 重新持有 |
| STM | STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $20.66万 | 0.09% | 5,980 | 5,980 | — | $20.66万 | 新建仓 |
| VWIUX | VANGUARD INTERM-TERM TX-EX ADM | $20.46万 | 0.09% | 14,978 | 14,978 | — | $20.46万 | 新建仓 |
| CEG | CONSTELLATION ENERGY COR | $20.11万 | 0.09% | 720 | 0 | 0.0% | — | 不变 |
| — | VIATRIS INC | $0 | 0.00% | 0 | -20,513 | -100.0% | -$78.50万 | 清仓 |
| APLD | INVSC S P 500 TOP 50 ETF | $0 | 0.00% | 0 | -23,823 | -100.0% | -$58.41万 | 清仓 |
| — | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$40.00万 | 清仓 |
| — | FRANKLIN CONVERTIBLE SECURITIES ADV | $0 | 0.00% | 0 | -13,686 | -100.0% | -$37.08万 | 清仓 |
| CRNC | WESTLAKE CHEM PARTNER LP | $0 | 0.00% | 0 | -29,165 | -100.0% | -$31.18万 | 清仓 |
| PYPL | ABBOTT LABS | $0 | 0.00% | 0 | -5,301 | -100.0% | -$30.95万 | 清仓 |
| GCT | ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS | $0 | 0.00% | 0 | -7,380 | -100.0% | -$28.99万 | 清仓 |
| ADBE | J P MORGAN NASDAQ EQT PRM INC ETF | $0 | 0.00% | 0 | -723 | -100.0% | -$25.30万 | 清仓 |
| BRBR | ISHARES S&P SMLL CAP 600GRTH ETF | $0 | 0.00% | 0 | -9,400 | -100.0% | -$25.13万 | 清仓 |
| RGNX | TERADYNE INC | $0 | 0.00% | 0 | -17,385 | -100.0% | -$25.03万 | 清仓 |
| IONQ | S&P GLOBAL INC | $0 | 0.00% | 0 | -5,518 | -100.0% | -$24.76万 | 清仓 |
| TSHA | NATERA INC | $0 | 0.00% | 0 | -44,700 | -100.0% | -$24.59万 | 清仓 |
| VICR | MICHIGAN ST TRUNK L 4 | $0 | 0.00% | 0 | -2,205 | -100.0% | -$24.17万 | 清仓 |
| SDGR | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -13,428 | -100.0% | -$24.01万 | 清仓 |
| DECK | FIDELITY REAL ESTATE INCOME | $0 | 0.00% | 0 | -2,302 | -100.0% | -$23.86万 | 清仓 |
| CRDO | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $0 | 0.00% | 0 | -1,630 | -100.0% | -$23.45万 | 清仓 |
| — | MARKEL GROUP INC | $0 | 0.00% | 0 | -69,930 | -100.0% | -$22.87万 | 清仓 |
| SIEGY | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,612 | -100.0% | -$22.56万 | 清仓 |
| ORCL | DOORDASH INC CLASS A | $0 | 0.00% | 0 | -1,140 | -100.0% | -$22.22万 | 清仓 |
| — | KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS | $0 | 0.00% | 0 | -18,037 | -100.0% | -$21.99万 | 清仓 |
| CLSK | GUGGENHEIM LIMITED DURATION P | $0 | 0.00% | 0 | -21,670 | -100.0% | -$21.93万 | 清仓 |
| SOFI | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -8,250 | -100.0% | -$21.60万 | 清仓 |
| F | SEARS CDA INC F | $0 | 0.00% | 0 | -16,374 | -100.0% | -$21.48万 | 清仓 |
| MGK | NUTRIBAND INC | $0 | 0.00% | 0 | -519 | -100.0% | -$21.42万 | 清仓 |
| VOO | GOLDMAN SACHS BAN 3.9 | $0 | 0.00% | 0 | -340 | -100.0% | -$21.32万 | 清仓 |
| NRG | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -1,258 | -100.0% | -$20.03万 | 清仓 |
| FSK | FLEX LTD F | $0 | 0.00% | 0 | -13,527 | -100.0% | -$20.03万 | 清仓 |
| — | SOUTH BOW CORP F | $0 | 0.00% | 0 | -200,000 | -100.0% | -$20.01万 | 清仓 |