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 |
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE TR | $88.79万 | 0.01% | 9,218 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $88.83万 | 0.01% | 11,355 | -248 | -2.1% | -$1.94万 | 减仓 |
| AZO | AUTOZONE INC | $88.94万 | 0.01% | 278 | 160 | 135.6% | $51.19万 | 加仓 |
| ET | ENERGY TRANSFER L P | $90.87万 | 0.01% | 47,528 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $91.28万 | 0.01% | 5,121 | 21 | 0.4% | $3,743 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $92.21万 | 0.01% | 8,933 | 8,933 | — | $92.21万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $92.77万 | 0.01% | 9,126 | -475 | -4.9% | -$4.83万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $93.23万 | 0.01% | 3,761 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $93.35万 | 0.01% | 5,779 | -236 | -3.9% | -$3.81万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $93.55万 | 0.01% | 38,015 | 127 | 0.3% | $3,125 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $94.01万 | 0.01% | 6,865 | -154 | -2.2% | -$2.11万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $94.47万 | 0.01% | 17,021 | 1,602 | 10.4% | $8.89万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $94.98万 | 0.01% | 5,699 | 21 | 0.4% | $3,500 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $95.33万 | 0.01% | 39,490 | 39,490 | — | $95.33万 | 新建仓 |
| SHYG | ISHARES TR | $96.08万 | 0.01% | 22,656 | -1,484 | -6.1% | -$6.29万 | 减仓 |
| BCS | BARCLAYS PLC | $96.09万 | 0.01% | 35,774 | -302 | -0.8% | -$8,112 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $96.42万 | 0.01% | 26,739 | 26,739 | — | $96.42万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $96.52万 | 0.01% | 5,910 | 3 | 0.1% | $490 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $96.58万 | 0.01% | 34,200 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $97.91万 | 0.01% | 5,405 | -820 | -13.2% | -$14.85万 | 减仓 |
| IJS | ISHARES TR | $97.97万 | 0.01% | 7,168 | 212 | 3.0% | $2.90万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $98.73万 | 0.01% | 3,314 | 815 | 32.6% | $24.28万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $99.43万 | 0.01% | 61,799 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $99.66万 | 0.01% | 16,084 | 361 | 2.3% | $2.24万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $101.63万 | 0.01% | 1,039 | 755 | 265.8% | $73.85万 | 加仓 |
| FSLR | FIRST SOLAR INC | $101.82万 | 0.01% | 4,315 | 4,315 | — | $101.82万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $102.21万 | 0.01% | 10,946 | -750 | -6.4% | -$7.00万 | 减仓 |
| IGV | ISHARES TR | $103.22万 | 0.01% | 11,393 | 7,079 | 164.1% | $64.13万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $103.60万 | 0.01% | 6,861 | 6,861 | — | $103.60万 | 新建仓 |
| AMLP | ALPS ETF TR | $104.59万 | 0.01% | 20,171 | 1,000 | 5.2% | $5.18万 | 加仓 |
| INTU | INTUIT | $106.07万 | 0.01% | 4,064 | -404 | -9.0% | -$10.54万 | 减仓 |
| DOV | DOVER CORP | $106.53万 | 0.01% | 4,750 | 55 | 1.2% | $1.23万 | 加仓 |
| PSX | PHILLIPS 66 | $107.48万 | 0.01% | 6,358 | 595 | 10.3% | $10.06万 | 加仓 |
| CEMB | ISHARES INC | $108.19万 | 0.01% | 23,700 | -200 | -0.8% | -$9,130 | 减仓 |
| AFL | AFLAC INC | $108.49万 | 0.01% | 9,252 | -391 | -4.1% | -$4.58万 | 减仓 |
| MCO | MOODYS CORP | $109.65万 | 0.01% | 2,421 | -8 | -0.3% | -$3,623 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $110.27万 | 0.01% | 19,066 | -6,297 | -24.8% | -$36.42万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $110.48万 | 0.01% | 3,265 | -33 | -1.0% | -$1.12万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $110.79万 | 0.01% | 4,460 | 889 | 24.9% | $22.08万 | 加仓 |
| URI | UNITED RENTALS INC | $111.75万 | 0.01% | 986 | -1 | -0.1% | -$1,133 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $113.15万 | 0.01% | 8,677 | -3,575 | -29.2% | -$46.62万 | 减仓 |
| HSY | HERSHEY CO | $113.29万 | 0.01% | 6,457 | -1,017 | -13.6% | -$17.84万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $113.53万 | 0.01% | 4,779 | 45 | 1.0% | $1.07万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $114.71万 | 0.01% | 3,646 | -5 | -0.1% | -$1,573 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $115.50万 | 0.01% | 3,355 | 9 | 0.3% | $3,098 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $116.55万 | 0.01% | 9,938 | -18 | -0.2% | -$2,111 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $117.14万 | 0.01% | 3,161 | 61 | 2.0% | $2.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $118.11万 | 0.01% | 7,761 | -14 | -0.2% | -$2,131 | 减仓 |
| HCA | HCA HEALTHCARE INC | $118.97万 | 0.01% | 3,051 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.29万 | 0.01% | 10,224 | -7,492 | -42.3% | -$87.41万 | 减仓 |
| PGR | PROGRESSIVE CORP | $119.38万 | 0.01% | 5,465 | 994 | 22.2% | $21.71万 | 加仓 |
| VDE | VANGUARD WORLD FD | $120.21万 | 0.01% | 8,007 | 5,841 | 269.7% | $87.69万 | 加仓 |
| FXI | ISHARES TR | $121.31万 | 0.01% | 38,400 | 900 | 2.4% | $2.84万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $123.00万 | 0.01% | 17,046 | -98,921 | -85.3% | -$713.80万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $125.03万 | 0.01% | 9,783 | -780 | -7.4% | -$9.97万 | 减仓 |
| IWV | ISHARES TR | $126.85万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $127.04万 | 0.01% | 15,886 | 142 | 0.9% | $1.14万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $133.14万 | 0.01% | 35,734 | 29,908 | 513.4% | $111.44万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.82万 | 0.01% | 2,714 | 3 | 0.1% | $1,490 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $138.77万 | 0.01% | 24,570 | 7,996 | 48.2% | $45.16万 | 加仓 |
| EWC | ISHARES INC | $139.23万 | 0.01% | 24,155 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $139.35万 | 0.01% | 7,802 | 2,410 | 44.7% | $43.04万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $139.70万 | 0.01% | 13,931 | 13,931 | — | $139.70万 | 新建仓 |
| MPC | MARATHON PETE CORP | $139.82万 | 0.01% | 5,469 | -480 | -8.1% | -$12.27万 | 减仓 |
| COP | CONOCOPHILLIPS | $139.83万 | 0.01% | 13,450 | 2,169 | 19.2% | $22.55万 | 加仓 |
| SOXX | ISHARES TR | $141.80万 | 0.01% | 2,213 | 263 | 13.5% | $16.85万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $142.35万 | 0.01% | 10,405 | 353 | 3.5% | $4.83万 | 加仓 |
| SNA | SNAP ON INC | $142.45万 | 0.01% | 3,540 | 342 | 10.7% | $13.76万 | 加仓 |
| SBUX | STARBUCKS CORP | $143.23万 | 0.01% | 14,016 | 493 | 3.6% | $5.04万 | 加仓 |
| BX | BLACKSTONE INC | $147.39万 | 0.01% | 12,526 | 3,194 | 34.2% | $37.58万 | 加仓 |
| VV | VANGUARD INDEX FDS | $153.78万 | 0.01% | 4,472 | 1,745 | 64.0% | $60.00万 | 加仓 |
| EMXC | ISHARES INC | $155.89万 | 0.01% | 15,239 | 6,387 | 72.2% | $65.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $157.22万 | 0.02% | 21,148 | 51 | 0.2% | $3,791 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $158.99万 | 0.02% | 7,925 | 35 | 0.4% | $7,022 | 加仓 |
| MGV | VANGUARD WORLD FD | $159.87万 | 0.02% | 9,781 | 1 | 0.0% | $163 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $160.10万 | 0.02% | 30,919 | 1,385 | 4.7% | $7.17万 | 加仓 |
| SCZ | ISHARES TR | $161.07万 | 0.02% | 19,578 | -49,240 | -71.6% | -$405.09万 | 减仓 |
| BOND | PIMCO ETF TR | $161.34万 | 0.02% | 17,497 | 8,532 | 95.2% | $78.67万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $162.19万 | 0.02% | 3,276 | -44 | -1.3% | -$2.18万 | 减仓 |
| DVY | ISHARES TR | $164.38万 | 0.02% | 10,517 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $166.15万 | 0.02% | 13,684 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $166.64万 | 0.02% | 15,181 | 57 | 0.4% | $6,257 | 加仓 |
| DGRO | ISHARES TR | $167.15万 | 0.02% | 22,054 | 769 | 3.6% | $5.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $168.44万 | 0.02% | 52,687 | -7,830 | -12.9% | -$25.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $171.00万 | 0.02% | 46,379 | 950 | 2.1% | $3.50万 | 加仓 |
| AME | AMETEK INC | $175.09万 | 0.02% | 7,237 | -6 | -0.1% | -$1,452 | 减仓 |
| NVO | NOVO-NORDISK A S | $175.76万 | 0.02% | 36,663 | 4 | 0.0% | $192 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $177.86万 | 0.02% | 20,088 | -1,714 | -7.9% | -$15.18万 | 减仓 |
| — | TIDAL TRUST I | $178.44万 | 0.02% | 99,076 | 53,177 | 115.9% | $95.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $179.59万 | 0.02% | 6,680 | -120 | -1.8% | -$3.23万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $180.17万 | 0.02% | 119,474 | 9 | 0.0% | $136 | 加仓 |
| NKE | NIKE INC | $181.50万 | 0.02% | 44,215 | -7,741 | -14.9% | -$31.78万 | 减仓 |
| ACWI | ISHARES TR | $181.51万 | 0.02% | 11,563 | -277 | -2.3% | -$4.35万 | 减仓 |
| PLD | PROLOGIS INC. | $183.40万 | 0.02% | 13,538 | 949 | 7.5% | $12.86万 | 加仓 |
| WM | WASTE MGMT INC DEL | $183.71万 | 0.02% | 8,242 | -11 | -0.1% | -$2,452 | 减仓 |
| SHEL | SHELL PLC | $184.24万 | 0.02% | 23,761 | 248 | 1.1% | $1.92万 | 加仓 |
| ALL | ALLSTATE CORP | $184.85万 | 0.02% | 7,769 | -17,590 | -69.4% | -$418.53万 | 减仓 |
| BP | BP PLC | $186.98万 | 0.02% | 50,603 | 74 | 0.1% | $2,734 | 加仓 |
| NDAQ | NASDAQ INC | $188.51万 | 0.02% | 23,916 | -276 | -1.1% | -$2.18万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $189.18万 | 0.02% | 24,633 | -3,020 | -10.9% | -$23.19万 | 减仓 |