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
ELV ELEVANCE HEALTH INC FORMERLY $189.89万0.02%4,910 -130-2.6% -$5.03万 减仓
GD GENERAL DYNAMICS CORP $190.97万0.02%5,391 82818.1% $29.33万 加仓
MO ALTRIA GROUP INC $193.39万0.02%26,879 3331.3% $2.40万 加仓
AMP AMERIPRISE FINL INC $193.69万0.02%4,222 -149-3.4% -$6.84万 减仓
VOYG VOYAGER TECHNOLOGIES INC $195.08万0.02%60,491 00.0% — 不变
CL COLGATE PALMOLIVE CO $196.25万0.02%21,405 -3,202-13.0% -$29.36万 减仓
BIL SPDR SERIES TRUST $200.15万0.02%21,841 00.0% — 不变
BDX BECTON DICKINSON & CO $200.48万0.02%13,248 7275.8% $11.00万 加仓
NVS NOVARTIS AG $201.28万0.02%12,844 810.6% $1.27万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $202.66万0.02%16,462 -12-0.1% -$1,477 减仓
LUV SOUTHWEST AIRLS CO $202.94万0.02%39,467 -1-0.0% -$51 减仓
CTAS CINTAS CORP $217.47万0.02%12,787 1,63414.7% $27.79万 加仓
BNY BANK OF NY MELLON CORP $220.60万0.02%15,255 1781.2% $2.57万 加仓
SCHD SCHWAB STRATEGIC TR $221.51万0.02%69,854 3,2894.9% $10.43万 加仓
VHT VANGUARD WORLD FD $223.19万0.02%7,464 4776.8% $14.26万 加仓
VCSH VANGUARD SCOTTSDALE FDS $224.64万0.02%28,425 2410.9% $1.90万 加仓
OKTA OKTA INC $226.93万0.02%16,631 -4,620-21.7% -$63.04万 减仓
TMO THERMO FISHER SCIENTIFIC INC $227.91万0.02%4,546 -14,436-76.1% -$723.72万 减仓
IYW ISHARES TR $230.69万0.02%9,146 00.0% — 不变
VNQ VANGUARD INDEX FDS $234.62万0.02%24,331 -417-1.7% -$4.02万 减仓
CMI CUMMINS INC $242.03万0.02%3,394 00.0% — 不变
MGK VANGUARD WORLD FD $242.62万0.02%27,599 9,04448.7% $79.51万 加仓
OEF ISHARES TR $247.83万0.02%6,774 00.0% — 不变
IWS ISHARES TR $248.74万0.02%15,112 -34-0.2% -$5,596 减仓
F FORD MTR CO $249.89万0.02%179,775 2,1141.2% $2.94万 加仓
IJK ISHARES TR $250.06万0.02%21,281 -699-3.2% -$8.21万 减仓
WDAY WORKDAY INC $251.45万0.02%20,540 -187-0.9% -$2.29万 减仓
WFC WELLS FARGO & CO $251.77万0.02%30,465 2010.7% $1.66万 加仓
XLV SELECT SECTOR SPDR TR $254.26万0.02%16,025 6,82274.1% $108.24万 加仓
SLV ISHARES SILVER TR $255.92万0.02%47,862 40,758573.7% $217.93万 加仓
HLT HILTON WORLDWIDE HLDGS INC $259.11万0.02%7,841 -204-2.5% -$6.74万 减仓
UNH UNITEDHEALTH GROUP INC $259.61万0.02%6,246 -38-0.6% -$1.58万 减仓
FTNT FORTINET INC $260.21万0.02%16,938 1,77111.7% $27.21万 加仓
AOA ISHARES TR $262.26万0.03%26,871 -391-1.4% -$3.82万 减仓
IWM ISHARES TR $262.50万0.03%8,736 1,33818.1% $40.20万 加仓
BABA ALIBABA GROUP HLDG LTD $263.63万0.03%27,468 -28,900-51.3% -$277.38万 减仓
DAR DARLING INGREDIENTS INC $263.97万0.03%48,329 -10,116-17.3% -$55.25万 减仓
ILCG ISHARES TR $266.14万0.03%22,743 -1,055-4.4% -$12.35万 减仓
IDXX IDEXX LABS INC $267.54万0.03%5,082 120.2% $6,317 加仓
RDVY FIRST TR EXCHANGE TRADED FD $268.01万0.03%33,063 -46-0.1% -$3,729 减仓
CRM SALESFORCE INC $272.82万0.03%17,415 -606-3.4% -$9.49万 减仓
SMH VANECK ETF TRUST $273.94万0.03%4,177 -178-4.1% -$11.67万 减仓
MS MORGAN STANLEY $279.44万0.03%13,368 7816.2% $16.33万 加仓
NUSC NUSHARES ETF TR $285.58万0.03%54,793 1070.2% $5,577 加仓
ADI ANALOG DEVICES INC $288.25万0.03%7,258 4236.2% $16.80万 加仓
NTRS NORTHERN TR CORP $288.37万0.03%16,588 1,2998.5% $22.58万 加仓
EBAY EBAY INC. $297.29万0.03%26,603 -46-0.2% -$5,140 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $299.32万0.03%4,256 40110.4% $28.20万 加仓
SCHB SCHWAB STRATEGIC TR $300.70万0.03%103,832 -363-0.3% -$1.05万 减仓
IUSV ISHARES TR $301.98万0.03%27,415 -19-0.1% -$2,093 减仓
IDEV ISHARES TR $311.52万0.03%34,998 3841.1% $3.42万 加仓
VEEV VEEVA SYS INC $320.90万0.03%18,082 18,082— $320.90万 新建仓
IJJ ISHARES TR $323.88万0.03%21,924 1,5237.5% $22.50万 加仓
NFLX NETFLIX INC. $326.50万0.03%45,728 8731.9% $6.23万 加仓
XLK SELECT SECTOR SPDR TR $331.43万0.03%17,396 8875.4% $16.90万 加仓
IWP ISHARES TR $338.21万0.03%23,100 2,36211.4% $34.58万 加仓
EPD ENTERPRISE PRODS PARTNERS L $339.00万0.03%92,219 -3,170-3.3% -$11.65万 减仓
IVW ISHARES TR $341.06万0.03%24,799 1,4136.0% $19.43万 加仓
— ISHARES TR $343.92万0.03%59,353 1280.2% $7,417 加仓
APP APPLOVIN CORP $344.06万0.03%6,678 550.8% $2.83万 加仓
NOW SERVICENOW INC $344.58万0.03%34,708 1,3123.9% $13.03万 加仓
CNI CANADIAN NATL RY CO $344.88万0.03%28,923 -757-2.6% -$9.03万 减仓
T AT&T INC $344.93万0.03%166,632 4,2592.6% $8.82万 加仓
APH AMPHENOL CORP $346.36万0.03%19,644 -13,221-40.2% -$233.11万 减仓
VOOG VANGUARD ADMIRAL FDS INC $347.12万0.03%42,014 18,38677.8% $151.91万 加仓
ISRG INTUITIVE SURGICAL INC $348.69万0.03%8,768 1,19815.8% $47.64万 加仓
ACWX ISHARES TR $352.75万0.03%46,347 00.0% — 不变
IAU ISHARES GOLD TR $353.37万0.03%46,798 22,87095.6% $172.69万 加仓
BWA BORGWARNER INC $353.54万0.03%53,244 53,244— $353.54万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $355.18万0.03%61,642 -7,667-11.1% -$44.18万 减仓
GLD SPDR GOLD TR $355.26万0.03%9,644 3023.2% $11.12万 加仓
RBRK RUBRIK INC. $357.77万0.03%44,565 00.0% — 不变
ABNB AIRBNB INC $380.11万0.04%26,563 -1,809-6.4% -$25.89万 减仓
DELL DELL TECHNOLOGIES INC $382.64万0.04%8,869 -552-5.9% -$23.82万 减仓
P EVERPURE INC $385.61万0.04%48,942 -1,133-2.3% -$8.93万 减仓
IGM ISHARES TR $385.72万0.04%23,580 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $396.36万0.04%93,614 2,0402.2% $8.64万 加仓
APD AIR PRODUCTS AND CHEMICALS I $396.82万0.04%13,536 630.5% $1.85万 加仓
CBOE CBOE GLOBAL MKTS INC $399.59万0.04%16,466 16,466— $399.59万 新建仓
TGT TARGET CORP $412.67万0.04%31,596 -1,216-3.7% -$15.88万 减仓
ITT ITT INC $415.30万0.04%21,000 00.0% — 不变
IBDX ISHARES TR $416.22万0.04%165,231 1,7721.1% $4.46万 加仓
TXN TEXAS INSTRS INC $423.26万0.04%14,200 -481-3.3% -$14.34万 减仓
OKE ONEOK INC NEW $424.93万0.04%48,876 -275-0.6% -$2.39万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $433.29万0.04%96,031 96,031— $433.29万 新建仓
RL RALPH LAUREN CORP $433.49万0.04%10,799 9459.6% $37.93万 加仓
GILD GILEAD SCIENCES INC $433.87万0.04%34,341 5511.6% $6.96万 加仓
— MATTHEWS INTL FDS $441.59万0.04%103,903 -7,507-6.7% -$31.90万 减仓
AKAM AKAMAI TECHNOLOGIES INC $441.80万0.04%37,374 00.0% — 不变
FLOT ISHARES TR $444.32万0.04%87,036 -1,543-1.7% -$7.88万 减仓
EFV ISHARES TR $457.85万0.04%59,811 7,31213.9% $55.97万 加仓
FDX FEDEX CORP $458.53万0.04%14,643 1381.0% $4.32万 加仓
EFAV ISHARES TR $463.50万0.04%52,845 9,27621.3% $81.36万 加仓
ITW ILLINOIS TOOL WKS INC $466.10万0.04%17,233 -2,345-12.0% -$63.42万 减仓
EMR EMERSON ELEC CO $468.18万0.04%32,706 -1,530-4.5% -$21.90万 减仓
IVOG VANGUARD ADMIRAL FDS INC $496.08万0.05%33,909 -270-0.8% -$3.95万 减仓
LRCX LAM RESEARCH CORP $500.50万0.05%11,550 1,42014.0% $61.53万 加仓
NULV NUSHARES ETF TR $500.53万0.05%100,126 -6,917-6.5% -$34.58万 减仓
EEMV ISHARES INC $502.98万0.05%66,814 6,73611.2% $50.71万 加仓
J JACOBS SOLUTIONS INC $502.98万0.05%39,919 2,0295.4% $25.57万 加仓