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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $219.51万 | 0.02% | 24,748 | -596 | -2.4% | -$5.29万 | 减仓 |
| IWS | ISHARES TR | $220.73万 | 0.02% | 15,146 | -7,886 | -34.2% | -$114.93万 | 减仓 |
| IJK | ISHARES TR | $221.16万 | 0.02% | 21,980 | -606 | -2.7% | -$6.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $223.41万 | 0.02% | 28,184 | -1,835 | -6.1% | -$14.55万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $226.07万 | 0.02% | 33,109 | 17,503 | 112.2% | $119.51万 | 加仓 |
| ILCG | ISHARES TR | $227.22万 | 0.02% | 23,798 | -2,388 | -9.1% | -$22.80万 | 减仓 |
| BP | BP PLC | $237.49万 | 0.03% | 50,529 | 2,432 | 5.1% | $11.43万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $237.76万 | 0.03% | 3,855 | 1 | 0.0% | $617 | 加仓 |
| WFC | WELLS FARGO & CO | $240.93万 | 0.03% | 30,264 | 19 | 0.1% | $1,513 | 加仓 |
| AOA | ISHARES TR | $241.24万 | 0.03% | 27,262 | 1,571 | 6.1% | $13.90万 | 加仓 |
| EBAY | EBAY INC. | $242.56万 | 0.03% | 26,649 | 928 | 3.6% | $8.45万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $244.64万 | 0.03% | 8,045 | -131 | -1.6% | -$3.98万 | 减仓 |
| NUSC | NUSHARES ETF TR | $246.42万 | 0.03% | 54,686 | -744 | -1.3% | -$3.35万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $259.10万 | 0.03% | 16,474 | -1,520 | -8.4% | -$23.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $259.16万 | 0.03% | 17,716 | 5,624 | 46.5% | $82.27万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $261.53万 | 0.03% | 104,195 | -571 | -0.5% | -$1.43万 | 减仓 |
| APP | APPLOVIN CORP | $263.60万 | 0.03% | 6,623 | -400 | -5.7% | -$15.92万 | 减仓 |
| IVW | ISHARES TR | $264.52万 | 0.03% | 23,386 | 992 | 4.4% | $11.22万 | 加仓 |
| IWP | ISHARES TR | $265.70万 | 0.03% | 20,738 | -1,388 | -6.3% | -$17.78万 | 减仓 |
| WDAY | WORKDAY INC | $269.29万 | 0.03% | 20,727 | -4,335 | -17.3% | -$56.32万 | 减仓 |
| IJJ | ISHARES TR | $270.32万 | 0.03% | 20,401 | 22 | 0.1% | $2,915 | 加仓 |
| NKE | NIKE INC | $274.43万 | 0.03% | 51,956 | -3,536 | -6.4% | -$18.68万 | 减仓 |
| IGM | ISHARES TR | $279.45万 | 0.03% | 23,580 | -3,853 | -14.0% | -$45.66万 | 减仓 |
| IUSV | ISHARES TR | $280.51万 | 0.03% | 27,434 | 6,769 | 32.8% | $69.21万 | 加仓 |
| — | ISHARES TR | $283.34万 | 0.03% | 59,225 | -673 | -1.1% | -$3.22万 | 减仓 |
| IDXX | IDEXX LABS INC | $284.88万 | 0.03% | 5,070 | 1 | 0.0% | $562 | 加仓 |
| TXN | TEXAS INSTRS INC | $285.03万 | 0.03% | 14,681 | 33 | 0.2% | $6,407 | 加仓 |
| IDEV | ISHARES TR | $289.27万 | 0.03% | 34,614 | 10,987 | 46.5% | $91.82万 | 加仓 |
| P | EVERPURE INC | $295.64万 | 0.03% | 50,075 | 30 | 0.1% | $1,771 | 加仓 |
| CNI | CANADIAN NATL RY CO | $305.02万 | 0.03% | 29,680 | 1,228 | 4.3% | $12.62万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $313.31万 | 0.03% | 53,302 | 817 | 1.6% | $4.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $314.71万 | 0.03% | 9,207 | -1,735 | -15.9% | -$59.30万 | 减仓 |
| ACWX | ISHARES TR | $317.34万 | 0.03% | 46,347 | 1,327 | 2.9% | $9.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $322.27万 | 0.04% | 4,619 | 5 | 0.1% | $3,489 | 加仓 |
| CRM | SALESFORCE INC | $336.41万 | 0.04% | 18,021 | -30,952 | -63.2% | -$577.80万 | 减仓 |
| RL | RALPH LAUREN CORP | $338.97万 | 0.04% | 9,854 | 9,854 | — | $338.97万 | 新建仓 |
| — | MATTHEWS INTL FDS | $346.11万 | 0.04% | 111,410 | -985 | -0.9% | -$3.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $348.97万 | 0.04% | 7,570 | -4,428 | -36.9% | -$204.13万 | 减仓 |
| NOW | SERVICENOW INC | $349.16万 | 0.04% | 33,396 | -26,119 | -43.9% | -$273.07万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $349.43万 | 0.04% | 7,206 | 1,928 | 36.5% | $93.49万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $356.06万 | 0.04% | 9,120 | 2,687 | 41.8% | $104.90万 | 加仓 |
| ABNB | AIRBNB INC | $358.28万 | 0.04% | 28,372 | -12,154 | -30.0% | -$153.48万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $360.95万 | 0.04% | 95,389 | 15,492 | 19.4% | $58.62万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $361.48万 | 0.04% | 58,445 | -10,800 | -15.6% | -$66.80万 | 减仓 |
| GLW | CORNING INC | $363.24万 | 0.04% | 26,714 | 6,622 | 33.0% | $90.04万 | 加仓 |
| AOR | ISHARES TR | $370.41万 | 0.04% | 57,562 | -1,325 | -2.3% | -$8.53万 | 减仓 |
| EEMV | ISHARES INC | $388.88万 | 0.04% | 60,078 | -11,445 | -16.0% | -$74.08万 | 重新持有 |
| EFV | ISHARES TR | $390.33万 | 0.04% | 52,499 | -7,153 | -12.0% | -$53.18万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $391.17万 | 0.04% | 17,079 | -102 | -0.6% | -$2.34万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $391.38万 | 0.04% | 13,473 | 562 | 4.4% | $16.33万 | 加仓 |
| TGT | TARGET CORP | $397.69万 | 0.04% | 32,812 | -1,877 | -5.4% | -$22.75万 | 减仓 |
| EFAV | ISHARES TR | $398.09万 | 0.04% | 43,569 | -5,344 | -10.9% | -$48.83万 | 减仓 |
| ITT | ITT INC | $400.11万 | 0.04% | 21,000 | 450 | 2.2% | $8.57万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $401.70万 | 0.04% | 156,669 | -5,743 | -3.5% | -$14.73万 | 减仓 |
| GLD | SPDR GOLD TR | $401.99万 | 0.04% | 9,342 | 575 | 6.6% | $24.74万 | 加仓 |
| CVS | CVS HEALTH CORP | $408.56万 | 0.04% | 56,887 | 96 | 0.2% | $6,895 | 加仓 |
| IBDX | ISHARES TR | $413.06万 | 0.05% | 163,459 | -3,738 | -2.2% | -$9.45万 | 减仓 |
| APH | AMPHENOL CORP | $415.25万 | 0.05% | 32,865 | 11,999 | 57.5% | $151.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $420.36万 | 0.05% | 69,309 | 3,199 | 4.8% | $19.40万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $427.34万 | 0.05% | 34,179 | 458 | 1.4% | $5.73万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $429.24万 | 0.05% | 37,374 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $430.39万 | 0.05% | 34,581 | 112 | 0.3% | $1.39万 | 加仓 |
| NFLX | NETFLIX INC. | $431.28万 | 0.05% | 44,855 | 1,876 | 4.4% | $18.04万 | 加仓 |
| INTC | INTEL CORP | $434.33万 | 0.05% | 98,421 | -493 | -0.5% | -$2.18万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $434.49万 | 0.05% | 27,938 | 10,460 | 59.8% | $162.67万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $442.19万 | 0.05% | 93,692 | 93,692 | — | $442.19万 | 新建仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $442.53万 | 0.05% | 70,277 | 70,277 | — | $442.53万 | 新建仓 |
| OKE | ONEOK INC NEW | $444.28万 | 0.05% | 49,151 | 8,116 | 19.8% | $73.36万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $444.28万 | 0.05% | 23,818 | -807 | -3.3% | -$15.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $448.56万 | 0.05% | 34,236 | 885 | 2.7% | $11.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $449.24万 | 0.05% | 13,297 | 7,005 | 111.3% | $236.66万 | 加仓 |
| FLOT | ISHARES TR | $451.31万 | 0.05% | 88,579 | -18,322 | -17.1% | -$93.35万 | 减仓 |
| IBN | ICICI BANK LIMITED | $453.67万 | 0.05% | 175,161 | 1,604 | 0.9% | $4.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $459.70万 | 0.05% | 91,574 | -10,176 | -10.0% | -$51.08万 | 减仓 |
| GWW | WW GRAINGER INC | $461.32万 | 0.05% | 4,229 | -117 | -2.7% | -$12.76万 | 减仓 |
| T | AT&T INC | $470.72万 | 0.05% | 162,373 | 12,549 | 8.4% | $36.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $470.92万 | 0.05% | 33,790 | 1,643 | 5.1% | $22.90万 | 加仓 |
| MMM | 3M CO | $476.24万 | 0.05% | 32,792 | -3,353 | -9.3% | -$48.70万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $482.26万 | 0.05% | 37,890 | 788 | 2.1% | $10.03万 | 加仓 |
| NULV | NUSHARES ETF TR | $487.04万 | 0.05% | 107,043 | 321 | 0.3% | $1.46万 | 加仓 |
| NUE | NUCOR CORP | $488.39万 | 0.05% | 28,882 | 27,472 | 1,948.4% | $464.55万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $502.52万 | 0.06% | 25,527 | 564 | 2.3% | $11.10万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $504.22万 | 0.06% | 67,139 | 5,494 | 8.9% | $41.26万 | 加仓 |
| LQD | ISHARES TR | $505.79万 | 0.06% | 46,407 | -2,833 | -5.8% | -$30.88万 | 减仓 |
| IWB | ISHARES TR | $507.03万 | 0.06% | 14,220 | -78 | -0.5% | -$2.78万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $509.59万 | 0.06% | 19,578 | -1,067 | -5.2% | -$27.77万 | 减仓 |
| FDX | FEDEX CORP | $516.65万 | 0.06% | 14,505 | -880 | -5.7% | -$31.34万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $519.29万 | 0.06% | 178,573 | 17,430 | 10.8% | $50.69万 | 加仓 |
| ALL | ALLSTATE CORP | $525.79万 | 0.06% | 25,359 | -56,542 | -69.0% | -$1,172.34万 | 减仓 |
| EEM | ISHARES TR | $532.51万 | 0.06% | 93,767 | -2,341 | -2.4% | -$13.29万 | 减仓 |
| SCZ | ISHARES TR | $539.60万 | 0.06% | 68,818 | -9,292 | -11.9% | -$72.86万 | 减仓 |
| USXF | ISHARES TR | $554.53万 | 0.06% | 100,458 | -4,160 | -4.0% | -$22.96万 | 减仓 |
| TMUS | T-MOBILE US INC | $555.97万 | 0.06% | 26,471 | 2,708 | 11.4% | $56.88万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $562.10万 | 0.06% | 170,591 | 2,252 | 1.3% | $7.42万 | 加仓 |
| CI | THE CIGNA GROUP | $562.95万 | 0.06% | 21,104 | -613 | -2.8% | -$16.35万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $563.26万 | 0.06% | 193,362 | 34,372 | 21.6% | $100.13万 | 加仓 |
| IWD | ISHARES TR | $565.70万 | 0.06% | 26,475 | -99,164 | -78.9% | -$2,118.88万 | 减仓 |
| IWN | ISHARES TR | $570.34万 | 0.06% | 30,083 | 4,239 | 16.4% | $80.37万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $583.97万 | 0.06% | 64,406 | 1,245 | 2.0% | $11.29万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $601.13万 | 0.07% | 77,958 | 23,173 | 42.3% | $178.69万 | 加仓 |