13FBOX
RMR Wealth Builders · 13F 持仓分析
期权收益计算器 机构排行

RMR Wealth Builders

No.2044 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.10亿
环比变动 Q1 2026
+$3.40亿+26.8%
持仓股票数
316
新买入
49
加仓
159
减仓
85
清仓
10
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
9.72%9.11%$1.56亿181.7万股$1.16亿26.5万股+155.2万股+586.27%加仓
V先锋领航指数基金VOO
9.7%9.52%$1.56亿22.7万股$1.21亿20.2万股+2.5万股+12.44%加仓
V先锋领航指数基金VTV
8.89%8.87%$1.43亿65.7万股$1.13亿57.4万股+8.3万股+14.47%加仓
IiShares安硕·COREIJH
5.52%5.9%$8,891.0万115.3万股$7,491.9万110.9万股+4.4万股+3.93%加仓
IiShares安硕信托IEFA
4.52%4.95%$7,273.7万75.3万股$6,287.1万69.4万股+5.9万股+8.45%加仓
NNORTHERN LTS FD TR IIPRMR
4.25%4.16%$6,851.6万239.8万股$5,283.9万225.7万股+14.0万股+6.22%加仓
英伟达NVDA
3.1%3.43%$4,992.4万25.0万股$4,350.1万24.9万股+87股+0.03%加仓
IiShares安硕·RUSSELLIWF
3.07%3.36%$4,939.4万39.8万股$4,263.0万10.0万股+29.8万股+297.89%加仓
苹果AAPL
2.84%3.08%$4,579.6万15.8万股$3,910.2万15.4万股+4,195股+2.72%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
2.47%1.52%$3,984.8万165.1万股$1,932.8万79.6万股+85.4万股+107.28%加仓
IiShares安硕信托GVI
2.07%2.47%$3,334.9万31.3万股$3,137.9万29.5万股+1.9万股+6.31%加仓
IiShares安硕信托IWD
2.06%2.31%$3,309.4万13.7万股$2,931.2万13.7万股-674股-0.49%减仓
F第一信托交易所交易基金IIIFSMB
1.43%1.69%$2,301.8万115.1万股$2,150.2万107.7万股+7.4万股+6.89%加仓
微软MSFT
1.33%1.56%$2,143.8万5.7万股$1,985.2万5.4万股+3,841股+7.16%加仓
PPIMCO太平洋投资管理ETFHYS
1.32%1.5%$2,131.8万22.8万股$1,911.2万20.5万股+2.3万股+11.25%加仓
亚马逊AMZN
1.21%1.25%$1,940.8万8.1万股$1,588.9万7.6万股+5,139股+6.74%加仓
F第一信托交易所交易基金IIIFMB
1.12%1.33%$1,806.8万35.2万股$1,687.2万33.3万股+1.9万股+5.61%加仓
IiShares安硕信托GVI
1.09%1.27%$1,749.7万16.3万股$1,616.0万15.2万股+1.0万股+6.80%加仓
博通AVGO
1.02%1.11%$1,641.1万4.3万股$1,410.7万4.6万股-2,133股-4.68%减仓
AMD超威AMD
0.99%0.42%$1,593.3万2.7万股$536.3万2.6万股+1,064股+4.04%加仓
美光科技MU
0.9%0.29%$1,455.6万1.3万股$366.6万1.1万股+1,760股+16.22%加仓
摩根大通JPM
0.87%0.9%$1,397.5万4.3万股$1,145.5万3.9万股+3,753股+9.64%加仓
SSPDR标普500 ETFSPY
0.81%0.9%$1,310.1万1.8万股$1,137.2万1.7万股+58股+0.33%加仓
AAlphabet Inc Class CGOOG
0.77%0.72%$1,238.8万3.5万股$908.5万3.2万股+3,391股+10.71%加仓
C资本集团固定收益ETF信托CGMU
0.71%0.83%$1,140.5万41.5万股$1,048.4万38.6万股+2.9万股+7.53%加仓
I景顺QQQ信托VOO
0.61%0.56%$982.1万1.3万股$708.7万1.2万股+1,057股+8.61%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.59%0.68%$942.1万1.3万股$861.4万1.4万股-571股-4.09%减仓
康宁GLW
0.58%0.33%$929.2万3.6万股$416.7万3.1万股+5,733股+18.71%加仓
CrowdStrikeCRWD
0.57%0.32%$923.5万1.2万股$410.3万1.1万股+1,591股+15.14%加仓
Meta平台META
0.57%0.63%$919.0万1.6万股$804.1万1.4万股+2,261股+16.09%加仓
礼来LLY
0.55%0.44%$888.6万7,409股$553.7万6,020股+1,389股+23.07%加仓
特斯拉TSLA
0.53%0.47%$847.7万2.0万股$599.4万1.6万股+4,032股+25.01%加仓
SSPDR行业精选信托XLK
0.52%0.43%$841.1万4.4万股$552.3万4.2万股+2,591股+6.23%加仓
伯克希尔哈撒韦BRK.B
0.52%0.52%$840.9万1.7万股$663.9万1.4万股+2,951股+21.30%加仓
PALO ALTOPANW
0.5%0.25%$799.2万2.3万股$312.2万1.9万股+3,963股+20.35%加仓
谷歌AGOOGL
0.44%0.44%$714.2万2.0万股$559.3万1.9万股+535股+2.75%加仓
好市多COST
0.43%0.49%$694.5万7,424股$616.5万6,187股+1,237股+19.99%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.41%0.48%$663.9万6.4万股$614.9万6.3万股+605股+0.96%加仓
Arista网络ANET
0.41%0.31%$662.4万3.9万股$388.5万3.2万股+7,354股+23.24%加仓
家得宝HD
0.41%0.39%$655.3万1.9万股$496.6万1.5万股+3,482股+23.06%加仓
FFEDERATED HERMES ETF TRUSTFTRB
0.41%0.47%$652.6万25.9万股$593.7万23.5万股+2.3万股+9.98%加仓
科磊KLAC
0.4%0.18%$643.2万2.1万股$228.9万1,555股+2.0万股+1,270.93%加仓
应用材料AMAT
0.4%0.18%$637.1万8,811股$226.9万6,638股+2,173股+32.74%加仓
高盛GS
0.38%0.34%$619.3万6,124股$427.9万5,058股+1,066股+21.08%加仓
沃尔玛WMT
0.37%0.41%$600.5万5.3万股$519.1万4.2万股+1.1万股+27.19%加仓
强生JNJ
0.35%0.34%$560.2万2.2万股$426.2万1.7万股+4,622股+26.51%加仓
GE航空GE
0.34%0.25%$540.1万1.4万股$317.4万1.1万股+3,266股+29.20%加仓
卡特彼勒CAT
0.33%0.1%$538.5万5,057股$130.6万1,844股+3,213股+174.24%加仓
雪佛龙CVX
0.32%0.42%$521.4万3.1万股$530.2万2.6万股+5,832股+22.76%加仓
NETFLIXNFLX
0.32%0.45%$521.0万7.3万股$568.4万5.9万股+1.4万股+23.43%加仓

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