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
ISCF ISHARES TR $49.83万0.00%11,511 -586-4.8% -$2.54万 减仓
IGSB ISHARES TR $50.53万0.00%9,642 95010.9% $4.98万 加仓
ATO ATMOS ENERGY CORP $51.11万0.00%2,967 40.1% $689 加仓
FIGS FIGS INC $51.15万0.00%50,000 00.0% — 不变
WRB BERKLEY W R CORP $51.21万0.00%7,261 10.0% $71 加仓
MSI MOTOROLA SOLUTIONS INC $51.76万0.00%1,246 1099.6% $4.53万 加仓
USMV ISHARES TR $52.11万0.00%5,402 -236,597-97.8% -$2,282.23万 减仓
VCEB VANGUARD WORLD FD $52.53万0.01%8,370 -297-3.4% -$1.86万 减仓
EWJ ISHARES INC $53.06万0.01%5,689 5109.8% $4.76万 加仓
USB US BANCORP $53.31万0.01%8,826 -15-0.2% -$906 减仓
IYH ISHARES TR $53.41万0.01%7,970 3,09363.4% $20.73万 加仓
DD DUPONT DE NEMOURS INC $53.56万0.01%3,949 -8,092-67.2% -$109.76万 减仓
NVMI NOVA LTD $54.29万0.01%1,000 00.0% — 不变
EUFN ISHARES TR $54.59万0.01%14,000 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $54.75万0.01%8,908 00.0% — 不变
EWY ISHARES INC $55.30万0.01%2,739 00.0% — 不变
— DIMENSIONAL ETF TRUST $55.45万0.01%12,500 00.0% — 不变
IYY ISHARES TR $55.49万0.01%3,044 00.0% — 不变
IWO ISHARES TR $55.67万0.01%1,413 -21-1.5% -$8,273 减仓
MET METLIFE INC $56.43万0.01%6,670 470.7% $3,976 加仓
NVR NVR INC $56.55万0.01%83 4093.0% $27.25万 加仓
L LOEWS CORP $56.87万0.01%5,023 110.2% $1,245 加仓
DSI ISHARES TR $56.88万0.01%3,995 -800-16.7% -$11.39万 减仓
STE STERIS PLC $57.06万0.01%2,710 -3-0.1% -$632 减仓
JLL JONES LANG LASALLE INC $57.22万0.01%1,846 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $57.76万0.01%7,874 3,54681.9% $26.01万 加仓
EOG EOG RES INC $59.17万0.01%4,561 2,684143.0% $34.82万 加仓
ECL ECOLAB INC $59.51万0.01%2,136 -14-0.7% -$3,901 减仓
MCHP MICROCHIP TECHNOLOGY INC. $59.54万0.01%6,529 2,34756.1% $21.40万 加仓
LFUS LITTELFUSE INC $60.24万0.01%1,323 00.0% — 不变
PCAR PACCAR INC $61.56万0.01%5,125 731.4% $8,769 加仓
HAP VANECK ETF TRUST $62.09万0.01%9,049 00.0% — 不变
ACN ACCENTURE PLC IRELAND $62.76万0.01%5,043 -1,780-26.1% -$22.15万 减仓
DASH DOORDASH INC $63.22万0.01%3,426 -19-0.6% -$3,506 减仓
MINT PIMCO ETF TR $63.23万0.01%6,272 -6,384-50.4% -$64.36万 减仓
CME CME GROUP INC $63.26万0.01%2,865 652.3% $1.44万 加仓
STT STATE STR CORP $63.52万0.01%3,745 -107-2.8% -$1.81万 减仓
VMBS VANGUARD SCOTTSDALE FDS $63.66万0.01%13,600 -693-4.8% -$3.24万 减仓
VLO VALERO ENERGY CORP $63.97万0.01%2,456 -37-1.5% -$9,638 减仓
TRV TRAVELERS COMPANIES INC $64.83万0.01%1,964 -73-3.6% -$2.41万 减仓
SGOV ISHARES TR $65.16万0.01%6,473 -2,951-31.3% -$29.71万 减仓
WYNN WYNN RESORTS LTD $65.24万0.01%6,720 -1-0.0% -$97 减仓
XLI SELECT SECTOR SPDR TR $65.31万0.01%3,526 64722.5% $11.98万 加仓
HP HELMERICH & PAYNE INC $65.52万0.01%20,013 130.1% $426 加仓
MGC VANGUARD WORLD FD $65.66万0.01%2,400 10.0% $274 加仓
LEMB ISHARES INC $65.85万0.01%15,520 -11,068-41.6% -$46.96万 减仓
PAAS PAN AMERN SILVER CORP $65.89万0.01%14,710 00.0% — 不变
GM GENERAL MTRS CO $66.23万0.01%8,592 2252.7% $1.73万 加仓
CLF CLEVELAND-CLIFFS INC NEW $66.42万0.01%70,734 2,1003.1% $1.97万 加仓
VTR VENTAS INC $67.05万0.01%7,550 1161.6% $1.03万 加仓
TDG TRANSDIGM GROUP INC $67.41万0.01%506 16950.1% $22.51万 加仓
GDX VANECK ETF TRUST $67.81万0.01%8,988 00.0% — 不变
CMCSA COMCAST CORP NEW $68.20万0.01%27,779 -9,054-24.6% -$22.23万 减仓
VIOV VANGUARD ADMIRAL FDS INC $68.24万0.01%5,816 00.0% — 不变
SOXL DIREXION SHARES ETF TRUST $69.13万0.01%2,592 -7,773-75.0% -$207.31万 减仓
WAT WATERS CORP $69.16万0.01%1,844 -177-8.8% -$6.64万 减仓
ESGU ISHARES TR $69.45万0.01%4,243 00.0% — 不变
BIV VANGUARD BD INDEX FDS $69.68万0.01%9,085 200.2% $1,534 加仓
VCIT VANGUARD SCOTTSDALE FDS $69.86万0.01%8,452 -5,779-40.6% -$47.77万 减仓
ITA ISHARES TR $70.17万0.01%2,895 95048.8% $23.03万 加仓
WSO WATSCO INC $70.31万0.01%1,687 00.0% — 不变
H HYATT HOTELS CORP $70.32万0.01%3,628 00.0% — 不变
LH LABCORP HOLDINGS INC $70.64万0.01%2,523 -10-0.4% -$2,800 减仓
XLU SELECT SECTOR SPDR TR $70.82万0.01%15,621 -437-2.7% -$1.98万 减仓
ADBE ADOBE INC $71.05万0.01%3,465 -3-0.1% -$615 减仓
ORLY OREILLY AUTOMOTIVE INC $71.09万0.01%7,720 75510.8% $6.95万 加仓
NOBL PROSHARES TR $72.64万0.01%12,934 120.1% $674 加仓
SCHZ SCHWAB STRATEGIC TR $72.66万0.01%31,416 31,416— $72.66万 新建仓
IBB ISHARES TR $72.82万0.01%3,829 -460-10.7% -$8.75万 减仓
— KRANESHARES TRUST $72.96万0.01%17,701 00.0% — 不变
BSM BLACK STONE MINERALS L P $74.32万0.01%53,203 8,25418.4% $11.53万 加仓
SO SOUTHERN CO $74.66万0.01%7,801 1652.2% $1.58万 加仓
EXC EXELON CORP $75.53万0.01%16,201 -9,286-36.4% -$43.29万 减仓
WEC WEC ENERGY GROUP INC $76.71万0.01%6,569 96717.3% $11.29万 加仓
YUM YUM BRANDS INC $76.72万0.01%4,799 1,15931.8% $18.53万 加仓
CTVA CORTEVA INC $77.51万0.01%9,153 190.2% $1,609 加仓
ESML ISHARES TR $77.58万0.01%13,871 00.0% — 不变
ETR ENTERGY CORP NEW $77.61万0.01%6,757 3575.6% $4.10万 加仓
SUSC ISHARES TR $77.67万0.01%33,548 00.0% — 不变
UL UNILEVER PLC $77.94万0.01%12,964 -290-2.2% -$1.74万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $78.83万0.01%17,318 00.0% — 不变
TMUS T-MOBILE US INC $79.94万0.01%4,765 -21,706-82.0% -$364.14万 减仓
IMAX IMAX CORP $80.06万0.01%20,085 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $80.26万0.01%20,019 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $80.47万0.01%10,868 -1,143-9.5% -$8.46万 减仓
ADSK AUTODESK INC $80.70万0.01%5,595 -3-0.1% -$433 减仓
XSMO INVESCO EXCHANGE TRADED FD T $81.55万0.01%8,710 -392-4.3% -$3.67万 减仓
VOE VANGUARD INDEX FDS $81.95万0.01%4,147 3759.9% $7.41万 加仓
ULTA ULTA BEAUTY INC $82.53万0.01%1,830 20.1% $902 加仓
CDE COEUR MNG INC $82.68万0.01%50,662 100.0% $163 加仓
RY ROYAL BK CDA $83.31万0.01%4,025 -2,814-41.1% -$58.24万 减仓
GIS GENERAL MILLS INC $83.97万0.01%24,128 -3,709-13.3% -$12.91万 减仓
SHY ISHARES TR $84.34万0.01%10,272 1,60518.5% $13.18万 加仓
TFI SPDR SERIES TRUST $84.57万0.01%18,464 00.0% — 不变
IXN ISHARES TR $84.78万0.01%5,868 00.0% — 不变
XLF SELECT SECTOR SPDR TR $85.18万0.01%15,888 2561.6% $1.37万 加仓
SPYM SPDR SERIES TRUST $86.42万0.01%9,834 1141.2% $1.00万 加仓
KR KROGER CO $87.40万0.01%15,740 -1,587-9.2% -$8.81万 减仓
GLDM WORLD GOLD TR $88.21万0.01%11,107 -3,659-24.8% -$29.06万 减仓
PWR QUANTA SVCS INC $88.40万0.01%1,227 42553.0% $30.62万 加仓