13F 机构持仓

RWA WEALTH PARTNERS, LLC

BOSTON MA · SEC CIK 0001544576

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$104.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 11.1%
VEA 10.3%
AGG 8.7%
VTV 7.3%
VWO 2.7%
VGSH 2.5%
AAPL 2.3%
MUB 2.3%
CNEQ 2.2%
VTEB 2.2%

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
LYFT LYFT INC $28.83万0.00%19,735 520.3% $760 加仓
SLB SLB LIMITED $29.03万0.00%6,245 97218.4% $4.52万 加仓
PNC PNC FINL SVCS GROUP INC $29.20万0.00%1,186 13012.3% $3.20万 加仓
GPC GENUINE PARTS CO $29.22万0.00%2,477 00.0% — 不变
RITM RITHM CAPITAL CORP $29.29万0.00%31,192 1050.3% $986 加仓
LEVI LEVI STRAUSS & CO NEW $29.56万0.00%11,905 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $30.10万0.00%11,357 3,74849.3% $9.93万 加仓
EW EDWARDS LIFESCIENCES CORP $30.37万0.00%3,357 762.3% $6,875 加仓
REGN REGENERON PHARMACEUTICALS $30.74万0.00%493 9523.9% $5.92万 加仓
TT TRANE TECHNOLOGIES PLC $30.97万0.00%631 488.2% $2.36万 加仓
NTR NUTRIEN LTD $31.03万0.00%4,930 1212.5% $7,617 加仓
AMT AMERICAN TOWER CORP $31.09万0.00%1,901 -62-3.2% -$1.01万 减仓
EQT EQT CORP $31.20万0.00%5,867 160.3% $851 加仓
SFM SPROUTS FMRS MKT INC $31.30万0.00%3,701 30.1% $254 加仓
FBND FIDELITY MERRIMACK STR TR $31.40万0.00%6,903 -1,208-14.9% -$5.50万 减仓
DRI DARDEN RESTAURANTS INC $31.81万0.00%1,544 -3-0.2% -$618 减仓
MFC MANULIFE FINL CORP $32.46万0.00%8,014 00.0% — 不变
— BONDBLOXX ETF TRUST $32.52万0.00%6,396 6,396— $32.52万 新建仓
— EATON VANCE SR FLTNG RTE TR $32.64万0.00%30,797 -500-1.6% -$5,300 减仓
VXF VANGUARD INDEX FDS $32.87万0.00%1,335 18916.5% $4.65万 加仓
TD TORONTO DOMINION BK ONT $33.14万0.00%2,729 00.0% — 不变
ISHG ISHARES TR $33.18万0.00%4,469 4,469— $33.18万 新建仓
— VANECK ETF TRUST $33.25万0.00%1,300 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $33.34万0.00%3,395 3,395— $33.34万 新建仓
— BONDBLOXX ETF TRUST $33.35万0.00%6,606 6,606— $33.35万 新建仓
COMT ISHARES U S ETF TR $33.51万0.00%11,034 2,70832.5% $8.22万 加仓
MGM MGM RESORTS INTERNATIONAL $33.54万0.00%7,016 -1-0.0% -$48 减仓
DBA INVESCO DB MULTI-SECTOR COMM $33.56万0.00%12,583 00.0% — 不变
VSGX VANGUARD WORLD FD $33.73万0.00%4,097 00.0% — 不变
BHVN BIOHAVEN LTD $34.22万0.00%23,000 23,000— $34.22万 新建仓
FEZ SPDR INDEX SHS FDS $34.34万0.00%5,000 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $34.34万0.00%2,010 2,010— $34.34万 新建仓
SUB ISHARES TR $34.44万0.00%3,235 1695.5% $1.80万 加仓
ANET ARISTA NETWORKS INC $34.59万0.00%2,036 1115.8% $1.89万 加仓
IGOV ISHARES TR $34.63万0.00%8,440 00.0% — 不变
— CRINETICS PHARMACEUTICALS IN $34.69万0.00%9,271 00.0% — 不变
WDC WESTERN DIGITAL CORP $34.89万0.00%546 546— $34.89万 新建仓
IEF ISHARES TR $35.44万0.00%3,748 1,62076.1% $15.32万 重新持有
AIG AMERICAN INTL GROUP INC $35.46万0.00%4,758 871.9% $6,483 加仓
XLP SELECT SECTOR SPDR TR $35.93万0.00%4,325 50.1% $415 加仓
BHP BHP BILLITON LIMITED $36.24万0.00%4,350 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $36.50万0.00%592 592— $36.50万 新建仓
VAW VANGUARD WORLD FD $36.72万0.00%1,605 00.0% — 不变
LVS LAS VEGAS SANDS CORP $36.73万0.00%7,953 -37-0.5% -$1,709 减仓
HEI/A HEICO CORP NEW $37.09万0.00%1,438 10.1% $258 加仓
OSIS OSI SYSTEMS INC $37.18万0.00%1,700 00.0% — 不变
JVAL J P MORGAN EXCHANGE TRADED F $37.49万0.00%6,393 40.1% $235 加仓
NOC NORTHROP GRUMMAN CORP $37.78万0.00%742 -3-0.4% -$1,527 减仓
TDVG T ROWE PRICE EXCHANGE-TRADED $37.78万0.00%7,706 -5,631-42.2% -$27.61万 减仓
BRO BROWN & BROWN INC $38.13万0.00%5,944 00.0% — 不变
ED CONSOLIDATED EDISON INC $38.18万0.00%3,451 832.5% $9,184 加仓
DAL DELTA AIR LINES INC $38.41万0.00%4,101 -91-2.2% -$8,522 减仓
DIA STATE STR SPDR DOW JONES IND $38.61万0.00%739 00.0% — 不变
LITE LUMENTUM HLDGS INC $38.71万0.00%451 163.7% $1.37万 加仓
IBIT ISHARES BITCOIN TRUST ETF $38.77万0.00%11,645 -10,563-47.6% -$35.16万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $38.80万0.00%402 402— $38.80万 新建仓
PATH UIPATH INC $38.90万0.00%35,785 35,785— $38.90万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $38.93万0.00%4,332 30.1% $270 加仓
FQAL FIDELITY COVINGTON TRUST $39.17万0.00%4,814 50.1% $407 加仓
SPYG SPDR SERIES TRUST $39.36万0.00%3,308 00.0% — 不变
CPRT COPART INC $39.47万0.00%14,002 -46-0.3% -$1,297 减仓
IYE ISHARES TR $40.18万0.00%7,100 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $40.41万0.00%9,959 250.3% $1,015 加仓
CWB SPDR SERIES TRUST $40.42万0.00%3,749 00.0% — 不变
XBI SPDR SERIES TRUST $40.56万0.00%2,563 00.0% — 不变
DBEF DBX ETF TR $40.63万0.00%7,437 7,437— $40.63万 新建仓
XYL XYLEM INC $40.72万0.00%3,445 -113-3.2% -$1.34万 减仓
HEDJ WISDOMTREE TR $40.81万0.00%7,160 7,160— $40.81万 新建仓
PYPL PAYPAL HLDGS INC $40.82万0.00%9,455 -5,075-34.9% -$21.91万 减仓
SNDK SANDISK CORP $40.88万0.00%180 180— $40.88万 新建仓
CALI BLACKROCK ETF TRUST II $41.20万0.00%8,153 -793-8.9% -$4.01万 减仓
JMST J P MORGAN EXCHANGE TRADED F $41.36万0.00%8,110 00.0% — 不变
— TOUCHSTONE ETF TRUST $41.57万0.00%15,736 00.0% — 不变
COIN COINBASE GLOBAL INC $41.82万0.00%2,861 2107.9% $3.07万 加仓
FNDF SCHWAB STRATEGIC TR $41.92万0.00%7,946 1,05515.3% $5.57万 加仓
— WISDOMTREE TR $42.03万0.00%5,840 00.0% — 不变
TGB TREKOR METALS LTD $42.56万0.00%61,856 61,856— $42.56万 新建仓
GNRC GENERAC HLDGS INC $42.57万0.00%1,454 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $43.50万0.00%14,832 -2-0.0% -$59 减仓
VTRS VIATRIS INC $43.59万0.00%27,452 4851.8% $7,702 加仓
NHC NATIONAL HEALTHCARE CORP $44.41万0.00%2,101 10.0% $211 加仓
TIP ISHARES TR $44.63万0.00%4,078 671.7% $7,332 加仓
FICO FAIR ISAAC CORP $45.40万0.00%380 00.0% — 不变
SHOP SHOPIFY INC $45.72万0.00%4,004 391.0% $4,453 加仓
USHY ISHARES TR $45.87万0.00%12,391 12,391— $45.87万 新建仓
SBR SABINE RTY TR $46.72万0.00%6,383 -486-7.1% -$3.56万 减仓
NTNX NUTANIX INC $46.93万0.00%9,210 40.0% $204 加仓
RSG REPUBLIC SVCS INC $47.15万0.00%2,213 -33-1.5% -$7,031 减仓
AJG GALLAGHER ARTHUR J & CO $47.35万0.00%2,062 391.9% $8,955 加仓
EIS ISHARES INC $47.58万0.00%3,942 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $47.67万0.00%3,263 1,46081.0% $21.33万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $47.69万0.00%24,370 24,370— $47.69万 新建仓
ONB OLD NATL BANCORP IND $47.85万0.00%18,476 10.0% $26 加仓
ALK ALASKA AIR GROUP INC $47.91万0.00%9,178 110.1% $574 加仓
EXEL EXELIXIS INC $47.91万0.00%8,806 00.0% — 不变
COKE COCA COLA CONS INC $48.04万0.00%2,516 00.0% — 不变
NEAR ISHARES U S ETF TR $48.43万0.00%9,560 1021.1% $5,167 加仓
ROST ROSS STORES INC $49.02万0.00%2,303 733.3% $1.55万 加仓
— FIDELITY COVINGTON TRUST $49.41万0.00%19,910 00.0% — 不变
IYF ISHARES TR $49.67万0.00%3,895 00.0% — 不变