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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $102.14万 | 0.01% | 24,140 | 19,040 | 373.3% | $80.56万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $103.46万 | 0.01% | 11,696 | -10,799 | -48.0% | -$95.53万 | 减仓 |
| GIS | GENERAL MILLS INC | $103.61万 | 0.01% | 27,837 | -817 | -2.9% | -$3.04万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $104.80万 | 0.01% | 3,651 | -2,038 | -35.8% | -$58.50万 | 减仓 |
| PSX | PHILLIPS 66 | $104.99万 | 0.01% | 5,763 | 833 | 16.9% | $15.18万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $105.75万 | 0.01% | 36,833 | -338 | -0.9% | -$9,704 | 减仓 |
| AFL | AFLAC INC | $105.80万 | 0.01% | 9,643 | -4,480 | -31.7% | -$49.15万 | 减仓 |
| MCO | MOODYS CORP | $105.97万 | 0.01% | 2,429 | 10 | 0.4% | $4,363 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $107.24万 | 0.01% | 3,346 | 17 | 0.5% | $5,449 | 加仓 |
| BX | BLACKSTONE INC | $107.31万 | 0.01% | 9,332 | 656 | 7.6% | $7.54万 | 加仓 |
| CEMB | ISHARES INC | $108.22万 | 0.01% | 23,900 | -500 | -2.0% | -$2.26万 | 减仓 |
| LEMB | ISHARES INC | $108.48万 | 0.01% | 26,588 | -156,391 | -85.5% | -$638.07万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $108.50万 | 0.01% | 9,956 | -104 | -1.0% | -$1.13万 | 减仓 |
| IWV | ISHARES TR | $110.28万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $110.64万 | 0.01% | 6,839 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $113.47万 | 0.01% | 7,775 | -13 | -0.2% | -$1,897 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $114.04万 | 0.01% | 7,019 | -139 | -1.9% | -$2.26万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $115.87万 | 0.01% | 10,563 | 492 | 4.9% | $5.40万 | 加仓 |
| SNA | SNAP ON INC | $116.16万 | 0.01% | 3,198 | 259 | 8.8% | $9.41万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $116.70万 | 0.01% | 3,298 | -688 | -17.3% | -$24.35万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $117.76万 | 0.01% | 14,231 | -81,134 | -85.1% | -$671.38万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $119.15万 | 0.01% | 3,320 | 2 | 0.1% | $718 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $121.06万 | 0.01% | 2,711 | 74 | 2.8% | $3.30万 | 加仓 |
| SBUX | STARBUCKS CORP | $121.15万 | 0.01% | 13,523 | 41 | 0.3% | $3,673 | 加仓 |
| FTNT | FORTINET INC | $123.94万 | 0.01% | 15,167 | -6 | -0.0% | -$490 | 减仓 |
| EXC | EXELON CORP | $124.94万 | 0.01% | 25,487 | 1,880 | 8.0% | $9.22万 | 加仓 |
| HYG | ISHARES TR | $125.26万 | 0.01% | 15,744 | -1,798 | -10.2% | -$14.30万 | 减仓 |
| KR | KROGER CO | $125.38万 | 0.01% | 17,327 | 3,989 | 29.9% | $28.86万 | 加仓 |
| MINT | PIMCO ETF TR | $127.29万 | 0.01% | 12,656 | 6,260 | 97.9% | $62.96万 | 加仓 |
| QXO | QXO INC | $130.74万 | 0.01% | 67,324 | 67,324 | — | $130.74万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $131.77万 | 0.01% | 10,052 | 130 | 1.3% | $1.70万 | 加仓 |
| EWC | ISHARES INC | $132.35万 | 0.01% | 24,155 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $134.62万 | 0.01% | 37,500 | -6,000 | -13.8% | -$21.54万 | 减仓 |
| NVO | NOVO-NORDISK A S | $134.72万 | 0.01% | 36,659 | -51 | -0.1% | -$1,874 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $134.93万 | 0.01% | 9,203 | 191 | 2.1% | $2.80万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $135.28万 | 0.01% | 6,823 | -41,746 | -86.0% | -$827.72万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $136.15万 | 0.01% | 6,225 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $136.36万 | 0.01% | 3,711 | 39 | 1.1% | $1.43万 | 加仓 |
| GLDM | WORLD GOLD TR | $136.87万 | 0.01% | 14,766 | -34,995 | -70.3% | -$324.37万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $137.07万 | 0.02% | 13,684 | -9 | -0.1% | -$902 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $138.54万 | 0.02% | 29,534 | 12,173 | 70.1% | $57.10万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $140.06万 | 0.02% | 12,252 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $140.65万 | 0.02% | 45,429 | 5 | 0.0% | $155 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $141.49万 | 0.02% | 60,491 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $141.76万 | 0.02% | 9,780 | 161 | 1.7% | $2.33万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $143.93万 | 0.02% | 7,890 | 14 | 0.2% | $2,554 | 加仓 |
| HCA | HCA HEALTHCARE INC | $144.37万 | 0.02% | 3,051 | 181 | 6.3% | $8.56万 | 加仓 |
| MPC | MARATHON PETE CORP | $145.26万 | 0.02% | 5,949 | 1,903 | 47.0% | $46.47万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $145.91万 | 0.02% | 15,124 | -365 | -2.4% | -$3.52万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $146.19万 | 0.02% | 25,363 | -2,333 | -8.4% | -$13.45万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $147.54万 | 0.02% | 5,040 | -3,574 | -41.5% | -$104.63万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $148.28万 | 0.02% | 39,468 | 33 | 0.1% | $1,240 | 加仓 |
| COP | CONOCOPHILLIPS | $148.91万 | 0.02% | 11,281 | 4,563 | 67.9% | $60.23万 | 加仓 |
| DGRO | ISHARES TR | $149.38万 | 0.02% | 21,285 | 1,220 | 6.1% | $8.56万 | 加仓 |
| WMB | WILLIAMS COS INC | $153.55万 | 0.02% | 21,097 | 95 | 0.5% | $6,914 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $154.62万 | 0.02% | 9,421 | 397 | 4.4% | $6.52万 | 加仓 |
| AME | AMETEK INC | $155.26万 | 0.02% | 7,243 | -489 | -6.3% | -$10.48万 | 减仓 |
| HSY | HERSHEY CO | $155.38万 | 0.02% | 7,474 | 1,031 | 16.0% | $21.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $156.62万 | 0.02% | 4,563 | 7 | 0.2% | $2,403 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $156.71万 | 0.02% | 6,800 | 2,992 | 78.6% | $68.95万 | 加仓 |
| DVY | ISHARES TR | $159.24万 | 0.02% | 10,517 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $160.55万 | 0.02% | 3,938 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $161.39万 | 0.02% | 48,583 | -1,100 | -2.2% | -$3.65万 | 减仓 |
| ACWI | ISHARES TR | $163.83万 | 0.02% | 11,840 | -726 | -5.8% | -$10.05万 | 减仓 |
| IYW | ISHARES TR | $165.93万 | 0.02% | 9,146 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $166.40万 | 0.02% | 12,589 | 838 | 7.1% | $11.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $166.96万 | 0.02% | 4,355 | 930 | 27.2% | $35.65万 | 加仓 |
| OKTA | OKTA INC | $167.27万 | 0.02% | 21,251 | 46 | 0.2% | $3,621 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $170.04万 | 0.02% | 6,284 | 151 | 2.5% | $4.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $175.17万 | 0.02% | 26,546 | -41 | -0.2% | -$2,706 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $178.85万 | 0.02% | 15,077 | 605 | 4.2% | $7.18万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $179.72万 | 0.02% | 21,802 | 1,026 | 4.9% | $8.46万 | 加仓 |
| CMI | CUMMINS INC | $182.61万 | 0.02% | 3,394 | 757 | 28.7% | $40.73万 | 加仓 |
| IWM | ISHARES TR | $183.48万 | 0.02% | 7,398 | 293 | 4.1% | $7.27万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $184.22万 | 0.02% | 119,465 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $188.64万 | 0.02% | 11,153 | 23 | 0.2% | $3,890 | 加仓 |
| WM | WASTE MGMT INC DEL | $189.65万 | 0.02% | 8,253 | 372 | 4.7% | $8.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $190.12万 | 0.02% | 9,346 | 127 | 1.4% | $2.58万 | 加仓 |
| VHT | VANGUARD WORLD FD | $190.27万 | 0.02% | 6,987 | -495 | -6.6% | -$13.48万 | 减仓 |
| INTU | INTUIT | $193.19万 | 0.02% | 4,468 | -637 | -12.5% | -$27.54万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $194.25万 | 0.02% | 4,371 | -4 | -0.1% | -$1,778 | 减仓 |
| NVS | NOVARTIS AG | $194.95万 | 0.02% | 12,763 | 2,608 | 25.7% | $39.84万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $196.86万 | 0.02% | 12,521 | -111 | -0.9% | -$1.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $200.15万 | 0.02% | 21,841 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $200.19万 | 0.02% | 21,313 | 402 | 1.9% | $3.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $202.91万 | 0.02% | 60,517 | 916 | 1.5% | $3.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $204.22万 | 0.02% | 66,565 | 3,740 | 6.0% | $11.47万 | 加仓 |
| F | FORD MTR CO | $205.02万 | 0.02% | 177,661 | -1,113 | -0.6% | -$1.28万 | 减仓 |
| NDAQ | NASDAQ INC | $205.36万 | 0.02% | 24,192 | -383 | -1.6% | -$3.25万 | 减仓 |
| MS | MORGAN STANLEY | $207.15万 | 0.02% | 12,587 | 1,086 | 9.4% | $17.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $209.73万 | 0.02% | 24,607 | -149,196 | -85.8% | -$1,271.60万 | 减仓 |
| IAU | ISHARES GOLD TR | $210.95万 | 0.02% | 23,928 | -88,819 | -78.8% | -$783.02万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $212.46万 | 0.02% | 27,653 | -4,140 | -13.0% | -$31.81万 | 减仓 |
| NTRS | NORTHERN TR CORP | $213.40万 | 0.02% | 15,289 | 7 | 0.0% | $977 | 加仓 |
| OEF | ISHARES TR | $215.45万 | 0.02% | 6,774 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $216.43万 | 0.02% | 10,130 | 1,862 | 22.5% | $39.78万 | 加仓 |
| ADI | ANALOG DEVICES INC | $217.44万 | 0.02% | 6,835 | 96 | 1.4% | $3.05万 | 加仓 |
| RBRK | RUBRIK INC. | $218.23万 | 0.02% | 44,565 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $218.67万 | 0.02% | 23,513 | -1,049 | -4.3% | -$9.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $219.41万 | 0.02% | 16,509 | -5,295 | -24.3% | -$70.37万 | 减仓 |