RWA WEALTH PARTNERS, LLC
BOSTON MA · SEC CIK 0001544576
$104.44亿2026Q2 申报市值
645持仓数
51.6%前十大占比 · 第一大 11.1%
50 / 27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
AGG 加仓+$5,669.79万
VEA 加仓+$3,464.52万
QQQ 加仓+$2,684.12万
IWD 加仓+$2,443.74万
EXXON MOBIL CORP 加仓+$2,394.20万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$3,687.99万
VYM 减仓-$2,569.44万
USMV 减仓-$2,282.23万
QCOM 减仓-$1,803.44万
HON 减仓-$1,381.37万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $11.60亿 | 11.10% | 13,463,288 | 273,806 | 2.1% | $2,358.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $10.76亿 | 10.30% | 15,098,458 | 486,248 | 3.3% | $3,464.52万 | 加仓 |
| AGG | ISHARES TR | $9.13亿 | 8.74% | 9,219,241 | 572,822 | 6.6% | $5,669.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7.63亿 | 7.30% | 3,499,691 | 69,100 | 2.0% | $1,505.90万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.78亿 | 2.66% | 4,661,139 | 142,669 | 3.2% | $851.59万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.60亿 | 2.49% | 4,467,285 | -633,676 | -12.4% | -$3,687.99万 | 减仓 |
| AAPL | APPLE INC | $2.42亿 | 2.32% | 841,768 | 49,773 | 6.3% | $1,432.80万 | 加仓 |
| MUB | ISHARES TR | $2.42亿 | 2.32% | 2,248,617 | -82,974 | -3.6% | -$892.97万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $2.29亿 | 2.19% | 5,537,339 | 510,257 | 10.2% | $2,105.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.26亿 | 2.17% | 4,476,441 | 225,571 | 5.3% | $1,140.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.74亿 | 1.67% | 467,438 | 47,272 | 11.3% | $1,763.34万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.37亿 | 1.31% | 375,004 | 6,592 | 1.8% | $241.07万 | 加仓 |
| IVV | ISHARES TR | $1.34亿 | 1.29% | 179,288 | 5,226 | 3.0% | $391.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.32亿 | 1.26% | 401,962 | 11,045 | 2.8% | $361.54万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.30亿 | 1.25% | 535,469 | 12,661 | 2.4% | $307.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.11亿 | 1.06% | 165,670 | 16,667 | 11.2% | $1,113.25万 | 加仓 |
| GOOGL | ALPHABET INC | $1.08亿 | 1.04% | 303,547 | -6,455 | -2.1% | -$230.68万 | 减仓 |
| CAT | CATERPILLAR INC | $1.01亿 | 0.97% | 94,652 | -4,614 | -4.6% | -$491.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,834.97万 | 0.94% | 387,249 | 65,034 | 20.2% | $1,651.67万 | 加仓 |
| LLY | ELI LILLY & CO | $9,118.73万 | 0.87% | 76,026 | 8,917 | 13.3% | $1,069.53万 | 加仓 |
| AVGO | BROADCOM INC | $9,053.61万 | 0.87% | 239,672 | 7,553 | 3.3% | $285.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,419.21万 | 0.81% | 423,499 | 43,145 | 11.3% | $857.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,023.04万 | 0.77% | 339,068 | 25,339 | 8.1% | $599.57万 | 加仓 |
| V | VISA INC | $7,590.35万 | 0.73% | 221,234 | 10,160 | 4.8% | $348.58万 | 加仓 |
| QLYS | QUALYS INC | $7,544.85万 | 0.72% | 548,756 | -4 | -0.0% | -$550 | 减仓 |
| AMZN | AMAZON COM INC | $6,809.15万 | 0.65% | 285,691 | 44,848 | 18.6% | $1,068.91万 | 加仓 |
| — | EXXON MOBIL CORP | $6,485.20万 | 0.62% | 474,342 | 175,117 | 58.5% | $2,394.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,462.38万 | 0.62% | 174,641 | 6,836 | 4.1% | $252.96万 | 加仓 |
| ASML | ASML HLDG NV | $6,380.43万 | 0.61% | 32,071 | -181 | -0.6% | -$36.01万 | 减仓 |
| ABBV | ABBVIE INC | $5,934.34万 | 0.57% | 235,826 | -16,718 | -6.6% | -$420.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,830.41万 | 0.56% | 84,891 | 6,537 | 8.3% | $448.97万 | 加仓 |
| EDV | VANGUARD WORLD FD | $5,699.80万 | 0.55% | 875,815 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $5,235.28万 | 0.50% | 148,169 | 9,850 | 7.1% | $348.03万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $5,158.52万 | 0.49% | 763,321 | 54,750 | 7.7% | $370.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,129.47万 | 0.49% | 349,801 | -995 | -0.3% | -$14.59万 | 减仓 |
| HD | HOME DEPOT INC | $5,025.83万 | 0.48% | 142,504 | 3,430 | 2.5% | $120.97万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $4,813.79万 | 0.46% | 1,895,192 | 236,516 | 14.3% | $600.75万 | 加仓 |
| TJX | TJX COS INC NEW | $4,733.37万 | 0.45% | 312,433 | 3,996 | 1.3% | $60.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,663.92万 | 0.45% | 49,856 | 1,952 | 4.1% | $182.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,549.98万 | 0.44% | 134,515 | 2,179 | 1.6% | $73.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,541.56万 | 0.43% | 61,672 | 36,449 | 144.5% | $2,684.12万 | 加仓 |
| IWF | ISHARES TR | $4,437.47万 | 0.42% | 357,371 | 58,875 | 19.7% | $731.05万 | 加仓 |
| KLAC | KLA CORP | $4,218.98万 | 0.40% | 139,836 | 1,486 | 1.1% | $44.83万 | 加仓 |
| WMT | WALMART INC | $4,198.29万 | 0.40% | 370,677 | 3,283 | 0.9% | $37.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,169.36万 | 0.40% | 87,303 | 884 | 1.0% | $42.22万 | 加仓 |
| RTX | RTX CORPORATION | $4,143.69万 | 0.40% | 218,399 | 9,941 | 4.8% | $188.61万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,964.92万 | 0.38% | 451,739 | 9,597 | 2.2% | $84.23万 | 加仓 |
| MCD | MCDONALDS CORP | $3,845.87万 | 0.37% | 142,276 | 2,485 | 1.8% | $67.17万 | 加仓 |
| ZROZ | PIMCO ETF TR | $3,835.03万 | 0.37% | 598,288 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3,547.52万 | 0.34% | 62,978 | 10,671 | 20.4% | $601.09万 | 加仓 |
| LIN | LINDE PLC | $3,545.92万 | 0.34% | 68,330 | 3,484 | 5.4% | $180.80万 | 加仓 |
| UNP | UNION PAC CORP | $3,514.72万 | 0.34% | 129,217 | 2,900 | 2.3% | $78.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,293.25万 | 0.32% | 65,814 | 1,784 | 2.8% | $89.27万 | 加仓 |
| CB | CHUBB LIMITED | $3,105.38万 | 0.30% | 91,136 | 22,245 | 32.3% | $757.98万 | 加仓 |
| BLK | BLACKROCK INC | $3,103.39万 | 0.30% | 32,274 | 623 | 2.0% | $59.91万 | 加仓 |
| IWD | ISHARES TR | $3,085.57万 | 0.30% | 127,277 | 100,802 | 380.7% | $2,443.74万 | 加仓 |
| CSCO | CISCO SYS INC | $3,058.15万 | 0.29% | 260,357 | -8,643 | -3.2% | -$101.52万 | 减仓 |
| IJH | ISHARES TR | $2,865.72万 | 0.27% | 371,641 | 65,696 | 21.5% | $506.58万 | 加仓 |
| ETN | EATON CORP PLC | $2,773.80万 | 0.27% | 68,051 | 8,487 | 14.2% | $345.93万 | 加仓 |
| IEFA | ISHARES TR | $2,706.56万 | 0.26% | 280,240 | 132,420 | 89.6% | $1,278.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,648.27万 | 0.25% | 291,852 | 43,748 | 17.6% | $396.97万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,614.83万 | 0.25% | 59,748 | -4,890 | -7.6% | -$214.01万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,552.07万 | 0.24% | 133,981 | 44,575 | 49.9% | $849.06万 | 加仓 |
| IVE | ISHARES TR | $2,549.03万 | 0.24% | 112,262 | 18,489 | 19.7% | $419.81万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $2,406.16万 | 0.23% | 828,567 | -122,890 | -12.9% | -$356.87万 | 减仓 |
| IJR | ISHARES TR | $2,357.27万 | 0.23% | 158,942 | 38,659 | 32.1% | $573.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,344.28万 | 0.22% | 319,340 | 32,289 | 11.2% | $237.03万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,325.85万 | 0.22% | 394,346 | -69,774 | -15.0% | -$411.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,265.58万 | 0.22% | 71,960 | 5,094 | 7.6% | $160.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,248.31万 | 0.22% | 124,278 | 83,458 | 204.5% | $1,509.84万 | 加仓 |
| IUSG | ISHARES TR | $2,242.47万 | 0.21% | 119,223 | 372 | 0.3% | $7.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,230.49万 | 0.21% | 141,144 | -162,592 | -53.5% | -$2,569.44万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $2,173.95万 | 0.21% | 164,394 | 494 | 0.3% | $6.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,063.73万 | 0.20% | 60,516 | -1,693 | -2.7% | -$57.74万 | 减仓 |
| C | CITIGROUP INC | $2,052.97万 | 0.20% | 146,683 | 2,794 | 1.9% | $39.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,968.57万 | 0.19% | 213,349 | -14,504 | -6.4% | -$133.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,934.17万 | 0.19% | 16,756 | 3,459 | 26.0% | $399.28万 | 加仓 |
| EAGG | ISHARES TR | $1,895.28万 | 0.18% | 399,763 | 8,777 | 2.2% | $41.61万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,852.10万 | 0.18% | 120,040 | 442 | 0.4% | $6.82万 | 加仓 |
| CMF | ISHARES TR | $1,809.99万 | 0.17% | 314,017 | 1,471 | 0.5% | $8.48万 | 加仓 |
| AMGN | AMGEN INC | $1,742.30万 | 0.17% | 48,114 | 456 | 1.0% | $16.51万 | 加仓 |
| DE | DEERE & CO | $1,733.93万 | 0.17% | 27,335 | 113 | 0.4% | $7.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,675.82万 | 0.16% | 604,990 | 27,813 | 4.8% | $77.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,645.36万 | 0.16% | 32,296 | 812 | 2.6% | $41.37万 | 加仓 |
| GE | GE AEROSPACE | $1,576.43万 | 0.15% | 42,181 | 4,948 | 13.3% | $184.92万 | 加仓 |
| EFG | ISHARES TR | $1,562.27万 | 0.15% | 125,564 | 1,025 | 0.8% | $12.75万 | 加仓 |
| EFA | ISHARES TR | $1,538.50万 | 0.15% | 148,104 | 1,680 | 1.1% | $17.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,483.24万 | 0.14% | 52,745 | -17,963 | -25.4% | -$505.14万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,460.59万 | 0.14% | 65,234 | -61,696 | -48.6% | -$1,381.37万 | 减仓 |
| BA | BOEING CO | $1,451.30万 | 0.14% | 67,044 | 765 | 1.2% | $16.56万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,449.75万 | 0.14% | 65,576 | 65,576 | — | $1,449.75万 | 新建仓 |
| MRK | MERCK & CO INC | $1,431.34万 | 0.14% | 111,388 | 625 | 0.6% | $8.03万 | 加仓 |
| TSLA | TESLA INC | $1,388.67万 | 0.13% | 33,016 | 860 | 2.7% | $36.17万 | 加仓 |
| GEV | GE VERNOVA INC | $1,354.01万 | 0.13% | 11,525 | 590 | 5.4% | $69.32万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,346.20万 | 0.13% | 386,729 | -8,320 | -2.1% | -$28.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,343.68万 | 0.13% | 44,329 | 7,011 | 18.8% | $212.51万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,334.33万 | 0.13% | 46,724 | 1,349 | 3.0% | $38.52万 | 加仓 |
| TER | TERADYNE INC | $1,326.05万 | 0.13% | 27,407 | -1,603 | -5.5% | -$77.56万 | 减仓 |
| IEI | ISHARES TR | $1,309.14万 | 0.13% | 111,464 | -16,886 | -13.2% | -$198.33万 | 减仓 |
| DMXF | ISHARES TR | $1,288.18万 | 0.12% | 152,267 | 3,070 | 2.1% | $25.97万 | 加仓 |