RWA WEALTH PARTNERS, LLC
BOSTON MA · SEC CIK 0001544576
$91.37亿2026Q1 申报市值
618持仓数
52.4%前十大占比 · 第一大 10.5%
35 / 21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
CNEQ 加仓+$1.56亿
VGSH 加仓+$7,606.14万
AGG 加仓+$6,555.61万
GQGU 新建仓+$4,463.50万
USMV 加仓+$2,191.16万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$4,824.62万
VTV 减仓-$4,694.63万
IWD 减仓-$2,118.88万
VUG 减仓-$1,849.06万
ORLY 减仓-$1,309.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $28.86万 | 0.00% | 2,970 | -391 | -11.6% | -$3.80万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $29.39万 | 0.00% | 4,097 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $29.47万 | 0.00% | 31,087 | 84 | 0.3% | $796 | 加仓 |
| DOW | DOW HLDGS INC | $29.82万 | 0.00% | 7,159 | 7,159 | — | $29.82万 | 新建仓 |
| BORR | BORR DRILLING LTD | $29.99万 | 0.00% | 51,977 | -42 | -0.1% | -$242 | 减仓 |
| IYH | ISHARES TR | $30.06万 | 0.00% | 4,877 | -3,192 | -39.6% | -$19.68万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.12万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $30.33万 | 0.00% | 1,547 | 3 | 0.2% | $588 | 加仓 |
| HEI/A | HEICO CORP NEW | $30.33万 | 0.00% | 1,437 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $30.59万 | 0.00% | 435 | 435 | — | $30.59万 | 新建仓 |
| ONON | ON HLDG AG | $30.62万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $30.75万 | 0.00% | 398 | -2 | -0.5% | -$1,545 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $31.04万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $31.22万 | 0.00% | 6,389 | 3 | 0.0% | $147 | 加仓 |
| BHP | BHP BILLITON LIMITED | $31.64万 | 0.00% | 4,350 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $31.91万 | 0.00% | 7,519 | 7,519 | — | $31.91万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $32.39万 | 0.00% | 3,308 | 576 | 21.1% | $5.64万 | 加仓 |
| LEN | LENNAR CORP | $32.40万 | 0.00% | 3,731 | 10 | 0.3% | $868 | 加仓 |
| — | VANECK ETF TRUST | $32.62万 | 0.00% | 1,300 | 1,300 | — | $32.62万 | 新建仓 |
| SUB | ISHARES TR | $32.66万 | 0.00% | 3,066 | 8 | 0.3% | $852 | 加仓 |
| XBI | SPDR SERIES TRUST | $32.74万 | 0.00% | 2,563 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $32.99万 | 0.00% | 31,297 | 6,000 | 23.7% | $6.32万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $33.54万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $33.67万 | 0.00% | 9,271 | 2,425 | 35.4% | $8.81万 | 加仓 |
| EWY | ISHARES INC | $33.69万 | 0.00% | 2,739 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $33.72万 | 0.00% | 9,167 | -874 | -8.7% | -$3.21万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $33.72万 | 0.00% | 6,891 | -338 | -4.7% | -$1.65万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $33.78万 | 0.00% | 14,834 | -128 | -0.9% | -$2,915 | 减仓 |
| AMT | AMERICAN TOWER CORP | $33.88万 | 0.00% | 1,963 | 26 | 1.3% | $4,487 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.23万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $34.31万 | 0.00% | 3,749 | -997 | -21.0% | -$9.12万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.38万 | 0.00% | 12,583 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $34.53万 | 0.00% | 4,314 | 584 | 15.7% | $4.67万 | 加仓 |
| IGOV | ISHARES TR | $34.66万 | 0.00% | 8,440 | 82 | 1.0% | $3,367 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $34.91万 | 0.00% | 4,809 | -103 | -2.1% | -$7,477 | 减仓 |
| NTNX | NUTANIX INC | $34.99万 | 0.00% | 9,206 | -1,544 | -14.4% | -$5.87万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $35.15万 | 0.00% | 4,671 | -14 | -0.3% | -$1,054 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.42万 | 0.00% | 4,320 | -180 | -4.0% | -$1.48万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $35.72万 | 0.00% | 9,934 | 30 | 0.3% | $1,079 | 加仓 |
| VAW | VANGUARD WORLD FD | $36.17万 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $36.29万 | 0.00% | 4,809 | -97 | -2.0% | -$7,320 | 减仓 |
| VTRS | VIATRIS INC | $36.43万 | 0.00% | 26,967 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE ETF TRUST | $36.75万 | 0.00% | 15,736 | 15,736 | — | $36.75万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $37.00万 | 0.00% | 8,111 | -683 | -7.8% | -$3.12万 | 减仓 |
| EQT | EQT CORP | $37.24万 | 0.00% | 5,851 | 28 | 0.5% | $1,782 | 加仓 |
| VDE | VANGUARD WORLD FD | $37.48万 | 0.00% | 2,166 | 54 | 2.6% | $9,344 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.71万 | 0.00% | 6,009 | -40 | -0.7% | -$2,510 | 减仓 |
| EXEL | EXELIXIS INC | $37.77万 | 0.00% | 8,806 | -1,220 | -12.2% | -$5.23万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $38.12万 | 0.00% | 3,368 | -136 | -3.9% | -$1.54万 | 减仓 |
| BRO | BROWN & BROWN INC | $38.76万 | 0.00% | 5,944 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $39.09万 | 0.00% | 337 | 2 | 0.6% | $2,320 | 加仓 |
| DOCU | DOCUSIGN INC | $39.45万 | 0.00% | 8,320 | -4,863 | -36.9% | -$23.06万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $39.49万 | 0.00% | 4,014 | 89 | 2.3% | $8,756 | 加仓 |
| AZO | AUTOZONE INC | $39.86万 | 0.00% | 118 | -290 | -71.1% | -$97.96万 | 减仓 |
| — | TASEKO MINES LTD | $39.90万 | 0.00% | 61,856 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $40.57万 | 0.00% | 380 | -2 | -0.5% | -$2,135 | 减仓 |
| ONB | OLD NATL BANCORP IND | $40.83万 | 0.00% | 18,475 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $41.34万 | 0.00% | 8,110 | 1,316 | 19.4% | $6.71万 | 加仓 |
| — | WISDOMTREE TR | $41.89万 | 0.00% | 5,840 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $42.52万 | 0.00% | 3,558 | 144 | 4.2% | $1.72万 | 加仓 |
| ITA | ISHARES TR | $42.54万 | 0.00% | 1,945 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $43.05万 | 0.00% | 7,990 | 64 | 0.8% | $3,448 | 加仓 |
| NVMI | NOVA LTD | $43.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $43.73万 | 0.00% | 5,179 | -22 | -0.4% | -$1,858 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $43.82万 | 0.00% | 2,023 | -814 | -28.7% | -$17.63万 | 减仓 |
| PWR | QUANTA SVCS INC | $44.04万 | 0.00% | 802 | 156 | 24.1% | $8.57万 | 加仓 |
| TIP | ISHARES TR | $44.27万 | 0.00% | 4,011 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $44.90万 | 0.00% | 1,323 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $44.90万 | 0.00% | 1,582 | 716 | 82.7% | $20.32万 | 重新持有 |
| — | FIDELITY MERRIMACK STR TR | $44.96万 | 0.00% | 9,540 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $45.00万 | 0.00% | 1,434 | 641 | 80.8% | $20.12万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $45.11万 | 0.00% | 8,946 | -158 | -1.7% | -$7,968 | 减仓 |
| OSIS | OSI SYSTEMS INC | $45.14万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $45.49万 | 0.00% | 19,910 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $45.69万 | 0.01% | 8,692 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $45.74万 | 0.01% | 3,942 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $45.83万 | 0.01% | 3,895 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $45.98万 | 0.01% | 8,841 | 73 | 0.8% | $3,797 | 加仓 |
| IYE | ISHARES TR | $45.99万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $46.29万 | 0.01% | 2,651 | 250 | 10.4% | $4.37万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $46.56万 | 0.01% | 2,879 | 614 | 27.1% | $9.93万 | 加仓 |
| CPRT | COPART INC | $46.64万 | 0.01% | 14,048 | 46 | 0.3% | $1,527 | 加仓 |
| MET | METLIFE INC | $46.84万 | 0.01% | 6,623 | -529 | -7.4% | -$3.74万 | 减仓 |
| SHOP | SHOPIFY INC | $47.03万 | 0.01% | 3,965 | 92 | 2.4% | $1.09万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $48.08万 | 0.01% | 9,458 | 64 | 0.7% | $3,253 | 加仓 |
| WRB | BERKLEY W R CORP | $48.12万 | 0.01% | 7,260 | -24 | -0.3% | -$1,591 | 减仓 |
| IYY | ISHARES TR | $48.23万 | 0.01% | 3,044 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $48.24万 | 0.01% | 2,516 | -10 | -0.4% | -$1,917 | 减仓 |
| ROST | ROSS STORES INC | $48.31万 | 0.01% | 2,230 | 982 | 78.7% | $21.27万 | 加仓 |
| SLV | ISHARES SILVER TR | $48.41万 | 0.01% | 7,104 | 7,104 | — | $48.41万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $48.58万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $48.75万 | 0.01% | 3,852 | 1,024 | 36.2% | $12.96万 | 加仓 |
| EUFN | ISHARES TR | $48.79万 | 0.01% | 14,000 | -10 | -0.1% | -$348 | 减仓 |
| RSG | REPUBLIC SVCS INC | $49.19万 | 0.01% | 2,246 | 168 | 8.1% | $3.68万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $49.34万 | 0.01% | 1,137 | 464 | 68.9% | $20.14万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $49.46万 | 0.01% | 8,908 | 2,812 | 46.1% | $15.61万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $49.66万 | 0.01% | 10,365 | -45 | -0.4% | -$2,156 | 减仓 |
| ISCF | ISHARES TR | $50.55万 | 0.01% | 12,097 | -2,636 | -17.9% | -$11.02万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $50.84万 | 0.01% | 745 | -8 | -1.1% | -$5,460 | 减仓 |
| DASH | DOORDASH INC | $51.73万 | 0.01% | 3,445 | -849 | -19.8% | -$12.75万 | 减仓 |