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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $606.48万 | 0.07% | 29,849 | -170 | -0.6% | -$3.45万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $612.70万 | 0.07% | 240,465 | -750 | -0.3% | -$1.91万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $626.86万 | 0.07% | 37,487 | -425 | -1.1% | -$7.11万 | 减仓 |
| JBL | JABIL INC | $638.92万 | 0.07% | 24,053 | -1,040 | -4.1% | -$27.63万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $652.74万 | 0.07% | 88,833 | 88,833 | — | $652.74万 | 新建仓 |
| DIS | DISNEY WALT CO | $660.48万 | 0.07% | 68,529 | -8,736 | -11.3% | -$84.20万 | 减仓 |
| PFF | ISHARES TR | $663.67万 | 0.07% | 218,889 | -626 | -0.3% | -$1.90万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $674.92万 | 0.07% | 40,820 | -64 | -0.2% | -$1.06万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $676.48万 | 0.07% | 9,294 | 2,174 | 30.5% | $158.24万 | 加仓 |
| QUAL | ISHARES TR | $702.74万 | 0.08% | 36,637 | -6,397 | -14.9% | -$122.70万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $707.20万 | 0.08% | 56,368 | 888 | 1.6% | $11.14万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $717.36万 | 0.08% | 414,180 | 414,180 | — | $717.36万 | 新建仓 |
| IWR | ISHARES TR | $724.36万 | 0.08% | 74,499 | -167 | -0.2% | -$1.62万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $726.74万 | 0.08% | 145,493 | 145,493 | — | $726.74万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $730.22万 | 0.08% | 25,427 | 784 | 3.2% | $22.52万 | 加仓 |
| SAP | SAP SE | $744.10万 | 0.08% | 43,461 | 1,543 | 3.7% | $26.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $745.11万 | 0.08% | 56,904 | -2,040 | -3.5% | -$26.71万 | 减仓 |
| PFE | PFIZER INC | $746.54万 | 0.08% | 265,862 | 35,777 | 15.5% | $100.46万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $771.56万 | 0.08% | 29,980 | -918 | -3.0% | -$23.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $790.63万 | 0.09% | 15,824 | 545 | 3.6% | $27.23万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $799.94万 | 0.09% | 57,833 | 4,316 | 8.1% | $59.70万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $803.39万 | 0.09% | 114,183 | -2,169 | -1.9% | -$15.26万 | 减仓 |
| BAC | BANK AMERICA CORP | $810.42万 | 0.09% | 166,239 | 7,351 | 4.6% | $35.84万 | 加仓 |
| PEP | PEPSICO INC | $818.60万 | 0.09% | 52,714 | -9,586 | -15.4% | -$148.86万 | 减仓 |
| MCK | MCKESSON CORP | $820.96万 | 0.09% | 9,487 | -369 | -3.7% | -$31.93万 | 减仓 |
| AZN | ASTRAZENECA PLC | $833.17万 | 0.09% | 42,246 | 42,246 | — | $833.17万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $834.15万 | 0.09% | 115,967 | -3,714 | -3.1% | -$26.71万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $848.54万 | 0.09% | 185,880 | 12,317 | 7.1% | $56.23万 | 加仓 |
| TER | TERADYNE INC | $860.02万 | 0.09% | 29,010 | -1,423 | -4.7% | -$42.19万 | 减仓 |
| SAN | BANCO SANTANDER SA | $876.68万 | 0.10% | 777,198 | 20,709 | 2.7% | $23.36万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $933.04万 | 0.10% | 18,982 | 6,303 | 49.7% | $309.82万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 0.10% | 13 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $940.64万 | 0.10% | 63,942 | -1,144 | -1.8% | -$16.83万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $944.04万 | 0.10% | 45,375 | -4,621 | -9.2% | -$96.14万 | 减仓 |
| IBDV | ISHARES TR | $948.50万 | 0.10% | 433,305 | 392 | 0.1% | $8,581 | 加仓 |
| GEV | GE VERNOVA INC | $954.51万 | 0.10% | 10,935 | -1,460 | -11.8% | -$127.44万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $961.43万 | 0.11% | 50,096 | 6,206 | 14.1% | $119.10万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $967.15万 | 0.11% | 47,648 | 1,249 | 2.7% | $25.35万 | 加仓 |
| IEMG | ISHARES INC | $976.73万 | 0.11% | 140,034 | 18,421 | 15.1% | $128.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $977.43万 | 0.11% | 37,318 | 2,242 | 6.4% | $58.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $983.94万 | 0.11% | 11,630 | 392 | 3.5% | $33.16万 | 加仓 |
| KO | COCA COLA CO | $984.10万 | 0.11% | 129,401 | 3,085 | 2.4% | $23.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $997.33万 | 0.11% | 62,209 | 1,469 | 2.4% | $23.55万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $1,032.43万 | 0.11% | 76,698 | -6,310 | -7.6% | -$84.94万 | 减仓 |
| GE | GE AEROSPACE | $1,056.55万 | 0.12% | 37,233 | 6,911 | 22.8% | $196.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,101.18万 | 0.12% | 53,223 | -2,570 | -4.6% | -$53.17万 | 减仓 |
| DMXF | ISHARES TR | $1,125.69万 | 0.12% | 149,197 | 4,091 | 2.8% | $30.87万 | 加仓 |
| LOW | LOWES COS INC | $1,190.00万 | 0.13% | 50,364 | -369 | -0.7% | -$8.72万 | 减仓 |
| NYF | ISHARES TR | $1,194.80万 | 0.13% | 224,926 | -17,412 | -7.2% | -$92.49万 | 减仓 |
| TSLA | TESLA INC | $1,195.41万 | 0.13% | 32,156 | 2,816 | 9.6% | $104.69万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,204.90万 | 0.13% | 395,049 | 5,514 | 1.4% | $16.82万 | 加仓 |
| COR | CENCORA INC | $1,305.24万 | 0.14% | 41,550 | 1,033 | 2.5% | $32.45万 | 加仓 |
| BA | BOEING CO | $1,319.15万 | 0.14% | 66,279 | 2,164 | 3.4% | $43.07万 | 加仓 |
| MRK | MERCK & CO INC | $1,332.37万 | 0.15% | 110,763 | 7,901 | 7.7% | $95.04万 | 加仓 |
| IEFA | ISHARES TR | $1,338.22万 | 0.15% | 147,820 | -37,159 | -20.1% | -$336.40万 | 减仓 |
| EFG | ISHARES TR | $1,386.99万 | 0.15% | 124,539 | 968 | 0.8% | $10.78万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,391.03万 | 0.15% | 32,704 | -19,888 | -37.8% | -$845.92万 | 减仓 |
| MBB | ISHARES TR | $1,417.61万 | 0.16% | 149,301 | -12,572 | -7.8% | -$119.37万 | 减仓 |
| EFA | ISHARES TR | $1,422.21万 | 0.16% | 146,424 | 1,429 | 1.0% | $13.88万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,428.51万 | 0.16% | 577,177 | 4,742 | 0.8% | $11.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,455.83万 | 0.16% | 25,223 | -147 | -0.6% | -$8.48万 | 减仓 |
| IJR | ISHARES TR | $1,495.23万 | 0.16% | 120,283 | -38,827 | -24.4% | -$482.66万 | 减仓 |
| IEI | ISHARES TR | $1,522.24万 | 0.17% | 128,350 | -7,015 | -5.2% | -$83.20万 | 减仓 |
| DE | DEERE & CO | $1,533.42万 | 0.17% | 27,222 | -365 | -1.3% | -$20.56万 | 减仓 |
| C | CITIGROUP INC | $1,631.84万 | 0.18% | 143,889 | 1,871 | 1.3% | $21.22万 | 加仓 |
| AMGN | AMGEN INC | $1,676.85万 | 0.18% | 47,658 | -95 | -0.2% | -$3.34万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,695.13万 | 0.19% | 89,406 | -1,893 | -2.1% | -$35.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,713.88万 | 0.19% | 70,708 | -3,086 | -4.2% | -$74.80万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,743.63万 | 0.19% | 119,598 | 21,756 | 22.2% | $317.18万 | 加仓 |
| CMF | ISHARES TR | $1,777.14万 | 0.19% | 312,546 | 49 | 0.0% | $2,786 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,840.10万 | 0.20% | 163,900 | 7,395 | 4.7% | $83.02万 | 加仓 |
| IUSG | ISHARES TR | $1,843.49万 | 0.20% | 118,851 | 3,084 | 2.7% | $47.84万 | 加仓 |
| EAGG | ISHARES TR | $1,859.14万 | 0.20% | 390,986 | 15,140 | 4.0% | $71.99万 | 加仓 |
| QCOM | QUALCOMM INC | $1,896.68万 | 0.21% | 147,281 | -2,620 | -1.7% | -$33.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,902.87万 | 0.21% | 31,484 | -847 | -2.6% | -$51.19万 | 减仓 |
| IVE | ISHARES TR | $1,980.02万 | 0.22% | 93,773 | -1,868 | -2.0% | -$39.44万 | 减仓 |
| ETN | EATON CORP PLC | $2,017.80万 | 0.22% | 59,564 | 719 | 1.2% | $24.36万 | 加仓 |
| KLAC | KLA CORP | $2,037.17万 | 0.22% | 13,835 | -4,525 | -24.6% | -$666.30万 | 减仓 |
| IJH | ISHARES TR | $2,066.05万 | 0.23% | 305,945 | -68,936 | -18.4% | -$465.52万 | 减仓 |
| CSCO | CISCO SYS INC | $2,087.17万 | 0.23% | 269,000 | -2,001 | -0.7% | -$15.53万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,113.84万 | 0.23% | 287,051 | 28,813 | 11.2% | $212.18万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,141.36万 | 0.23% | 227,853 | -179 | -0.1% | -$1.68万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,197.17万 | 0.24% | 66,866 | 1,453 | 2.2% | $47.74万 | 加仓 |
| USMV | ISHARES TR | $2,244.29万 | 0.25% | 241,999 | 236,270 | 4,124.1% | $2,191.16万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,245.37万 | 0.25% | 68,891 | 756 | 1.1% | $24.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,547.29万 | 0.28% | 248,104 | 3,640 | 1.5% | $37.37万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $2,762.08万 | 0.30% | 951,457 | -97,857 | -9.3% | -$284.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,763.84万 | 0.30% | 464,120 | -36,779 | -7.3% | -$219.02万 | 减仓 |
| — | HONEYWELL INTL INC | $2,868.99万 | 0.31% | 126,930 | -2,672 | -2.1% | -$60.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,920.53万 | 0.32% | 86,419 | 6,276 | 7.8% | $212.10万 | 加仓 |
| META | META PLATFORMS INC | $2,992.67万 | 0.33% | 52,307 | -15,137 | -22.4% | -$866.04万 | 减仓 |
| BLK | BLACKROCK INC | $3,043.92万 | 0.33% | 31,651 | 946 | 3.1% | $90.98万 | 加仓 |
| UNP | UNION PAC CORP | $3,064.72万 | 0.34% | 126,317 | -521 | -0.4% | -$12.64万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,067.48万 | 0.34% | 64,638 | -6,218 | -8.8% | -$295.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,068.31万 | 0.34% | 64,030 | -6,173 | -8.8% | -$295.81万 | 减仓 |
| IWF | ISHARES TR | $3,181.97万 | 0.35% | 74,624 | 664 | 0.9% | $28.31万 | 加仓 |
| LIN | LINDE PLC | $3,214.79万 | 0.35% | 64,846 | -1,154 | -1.7% | -$57.21万 | 减仓 |
| ZROZ | PIMCO ETF TR | $3,829.64万 | 0.42% | 598,288 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $3,967.83万 | 0.43% | 138,319 | -1,429 | -1.0% | -$40.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,002.90万 | 0.44% | 132,336 | 45,765 | 52.9% | $1,384.30万 | 加仓 |