RW
RMR Wealth Builders
分散型投资策略趋势追踪型行业集中型
申报总市值
US$12.7亿
申报季度: 2026-03-31 · 持股只数: 277
RMR Wealth Builders在最新一期 13F 报告中披露了 277 项持股，申报期为 2026-03-31，总持股市值约为 US$12.7亿，季度换手率为 10.9%。
机构性格雪花图
- 集中度
- 15.96
- 持仓稳定性
- 10.87
- 动能／逆势
- 100
- 行业集中度
- 78.05
- 多样化
- 100
- 仓位均衡度
- 68.23
近期动向
加仓 PRMR
+25.2% US$794.4万
减仓 IWF
-0.6% -US$498.5万
减仓 MSFT
+4.6% -US$493.9万
加仓 VTV
+3.2% US$637.0万
减仓 IWM
-57.8% -US$417.3万
减仓 NVDA
-1.3% -US$362.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.52% | +0.10% | +7.81% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 9.11% | -0.19% | +11.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.87% | +0.37% | +3.18% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.90% | — | -2.21% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.95% | +0.29% | +6.71% | |
| 6 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-其他 | 4.16% | +0.57% | +25.21% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.43% | -0.34% | -1.29% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.36% | -0.45% | -0.62% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.08% | +0.20% | +16.26% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.47% | +0.01% | +2.29% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.31% | — | -0.91% | |
| 12 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.69% | +0.05% | +5.28% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.42% | +4.62% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.52% | +0.24% | +21.25% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.50% | +0.07% | +8.50% | |
| 16 | FMB | First Trust Managed Municipa | ETF-其他 | 1.33% | +0.04% | +5.50% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.27% | +0.04% | +5.68% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.11% | +3.23% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.11% | -0.17% | -1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.07% | +3.77% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.06% | -0.47% | |
| 22 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.83% | +0.09% | +14.12% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | — | +3.13% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.68% | — | -2.98% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.08% | +4.23% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | -0.06% | -2.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +4.78% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.11% | -7.38% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.09% | +6.00% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | +2.84% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | -0.07% | +7.46% | |
| 32 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 0.47% | +0.05% | +13.26% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +10.51% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | — | +8.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | +0.46% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | — | +7.42% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | — | +2.74% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | — | +5.68% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.12% | +4.55% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | +0.05% | +1.79% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | +12.86% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | +0.07% | +1.73% | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.34% | — | +12.90% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.24% | +175.46% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.33% | — | -0.75% | |
| 46 | GLW | Corning INC | 股票-科技 | 0.33% | +0.09% | -10.43% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.32% | — | +11.65% | |
| 48 | ANET | Arista Networks INC | 股票-科技 | 0.31% | — | +3.63% | |
| 49 | MU | Micron Technology INC | 股票-科技 | 0.29% | +0.18% | +134.34% | |
| 50 | BX | Blackstone INC | 股票-金融 | 0.28% | — | +41.45% |
1–50 of 277
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 277 | US$12.7亿 | 11 | |
| 2025-12-31 | 275 | US$12.5亿 | 17 | |
| 2025-09-30 | 282 | US$11.9亿 | 27 | |
| 2025-06-30 | 285 | US$11.0亿 | 0 | |
| 2025-03-31 | 259 | US$9.5亿 | 100 | |
| 2024-12-31 | 256 | US$9.7亿 | 0 | |
| 2024-09-30 | 260 | US$9.4亿 | 0 | |
| 2024-06-30 | 250 | US$8.7亿 | 0 | |
| 2024-03-31 | 259 | US$8.3亿 | 0 | |
| 2023-12-31 | 232 | US$7.1亿 | 0 | |
| 2023-09-30 | 230 | US$6.3亿 | 0 | |
| 2023-06-30 | 212 | US$5.9亿 | 0 | |
| 2023-03-31 | 212 | US$5.3亿 | 0 | |
| 2022-12-31 | 192 | US$4.4亿 | 0 | |
| 2022-09-30 | 195 | US$4.1亿 | 0 | |
| 2022-06-30 | 194 | US$4.0亿 | 0 | |
| 2022-03-31 | 205 | US$4.7亿 | 0 | |
| 2021-12-31 | 122 | US$3.5亿 | 0 | |
| 2021-09-30 | 191 | US$3.4亿 | 0 | |
| 2021-06-30 | 172 | US$3.1亿 | 100 | |
| 2021-03-31 | 799 | US$3.8亿 | 64 | |
| 2020-12-31 | 530 | US$2.0亿 | 76 | |
| 2020-09-30 | 221 | US$3.9亿 | 100 | |
| 2020-06-30 | 512 | US$1.1亿 | 40 | |
| 2019-12-31 | 424 | US$1.0亿 | 0 |
本季持股变动
RMR Wealth Builders 在 2026-03-31 最显著的持仓异动： 新建仓: Newmont CORP (NEM); 清仓: Qualcomm INC (QCOM); 清仓: Servicenow INC (NOW); 新建仓: Angel Oak Ultrashort Income (UYLD); 清仓: Ishares Sh Dba ETF Usd INC (NEAR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PRMR | Peakshares Rmr Prime Eqy ETF | +0.6% | +25.21% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +0.4% | +3.18% | 加仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.71% | 加仓 |
| 4 | SCHO | Schwab Short-term US Treas | +0.2% | +21.25% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +175.46% | 加仓 |
| 6 | AAPL | Apple INC | +0.2% | +16.26% | 加仓 |
| 7 | MO | Altria Group INC | +0.2% | +764.53% | 加仓 |
| 8 | MU | Micron Technology INC | +0.2% | +134.34% | 加仓 |
| 9 | AMAT | Applied Materials INC | +0.2% | +449.05% | 加仓 |
| 10 | KLAC | Kla CORP | +0.2% | +406.51% | 加仓 |
| 11 | CVX | Chevron CORP | +0.1% | +4.55% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -7.38% | 减仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.81% | 加仓 |
| 14 | CGMU | Cap Group Municipal Income | +0.1% | +14.12% | 加仓 |
| 15 | GLW | Corning INC | +0.1% | -10.43% | 减仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +6.00% | 加仓 |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +8.50% | 加仓 |
| 18 | VZ | Verizon Communications INC | +0.1% | +1.73% | 加仓 |
| 19 | AMT | American Tower CORP | +0.1% | +36.83% | 加仓 |
| 20 | FSMB | First Trust Short Dur Manag | +0.1% | +5.28% | 加仓 |
| 21 | DUK | Duke Energy CORP | +0.1% | +14.25% | 加仓 |
| 22 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +13.26% | 加仓 |
| 23 | WMT | Walmart INC | +0.1% | +1.79% | 加仓 |
| 24 | WM | Waste Management INC | +0.1% | +19.28% | 加仓 |
| 25 | MUB | Ishares National Muni Bond E | 0% | +5.68% | 加仓 |
| 26 | FMB | First Trust Managed Municipa | 0% | +5.50% | 加仓 |
| 27 | GE | General Electric | 0% | +33.41% | 加仓 |
| 28 | SUB | Ishares Short-term National | 0% | +2.29% | 加仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -2.45% | 减仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.47% | 减仓 |
| 31 | TSLA | Tesla INC | -0.1% | +7.46% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | +3.77% | 加仓 |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +4.23% | 加仓 |
| 34 | AMZN | Amazon.com INC | -0.1% | +3.23% | 加仓 |
| 35 | INTU | Intuit INC | -0.2% | -64.14% | 减仓 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -73.03% | 减仓 |
| 37 | AVGO | Broadcom INC | -0.2% | -1.15% | 减仓 |
| 38 | LIN | Linde plc | -0.2% | -85.72% | 减仓 |
| 39 | VUG | Vanguard Growth ETF | -0.2% | +11.05% | 加仓 |
| 40 | ISRG | Intuitive Surgical INC | -0.3% | -58.59% | 减仓 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.3% | -64.07% | 减仓 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.3% | -57.84% | 减仓 |
| 43 | NVDA | Nvidia CORP | -0.3% | -1.29% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.4% | +4.62% | 加仓 |
| 45 | IWF | Ishares Russell 1000 Growth | -0.5% | -0.62% | 减仓 |
| 46 | NEM | Newmont CORP | — | NEW | 新建仓 |
| 47 | QCOM | Qualcomm INC | — | EXIT | 清仓 |
| 48 | NOW | Servicenow INC | — | EXIT | 清仓 |
| 49 | UYLD | Angel Oak Ultrashort Income | — | NEW | 新建仓 |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | — | EXIT | 清仓 |
FAQ
RMR Wealth Builders 是什么机构？属于哪种投资人类型？
RMR Wealth Builders 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.7亿，分布在 277 个已申报仓位之中。
RMR Wealth Builders 目前前几大持股有哪些？
根据最新 13F 申报，RMR Wealth Builders 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$1.2亿 (9.5%)
2. Vanguard Growth ETF (VUG) — US$1.2亿 (9.1%)
3. Vanguard Value ETF (VTV) — US$1.1亿 (8.9%)
4. Ishares Core S&p Midcap ETF (IJH) — US$7491.9万 (5.9%)
5. Ishares Core Msci Eafe ETF (IEFA) — US$6287.1万 (5.0%)
RMR Wealth Builders 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，RMR Wealth Builders 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 32 个既有持股、减仓 13 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Newmont CORP (NEM); 清仓: Qualcomm INC (QCOM); 清仓: Servicenow INC (NOW); 新建仓: Angel Oak Ultrashort Income (UYLD); 清仓: Ishares Sh Dba ETF Usd INC (NEAR)
RMR Wealth Builders 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，RMR Wealth Builders 的主要板块分布如下：
• Information Technology: 46.1%
• Financials: 12.6%
• Communication Services: 10.3%
• Consumer Discretionary: 10.2%
• Health Care: 7.6%
• Consumer Staples: 4.1%