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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $503.31万 | 0.05% | 42,110 | 5,158 | 14.0% | $61.65万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $507.15万 | 0.05% | 17,629 | 550 | 3.2% | $15.82万 | 加仓 |
| MMM | 3M CO | $517.46万 | 0.05% | 31,959 | -833 | -2.5% | -$13.49万 | 减仓 |
| LQD | ISHARES TR | $518.08万 | 0.05% | 47,500 | 1,093 | 2.4% | $11.92万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $518.22万 | 0.05% | 33,778 | -803 | -2.3% | -$12.32万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $519.49万 | 0.05% | 23,228 | -590 | -2.5% | -$13.20万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $534.24万 | 0.05% | 181,529 | 24,860 | 15.9% | $73.16万 | 加仓 |
| NUE | NUCOR CORP | $559.17万 | 0.05% | 25,103 | -3,779 | -13.1% | -$84.18万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $563.95万 | 0.05% | 67,337 | 198 | 0.3% | $1.66万 | 加仓 |
| GWW | WW GRAINGER INC | $564.75万 | 0.05% | 4,151 | -78 | -1.8% | -$10.61万 | 减仓 |
| AOR | ISHARES TR | $569.48万 | 0.05% | 81,939 | 24,377 | 42.3% | $169.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $577.58万 | 0.06% | 9,943 | 597 | 6.4% | $34.68万 | 加仓 |
| CI | THE CIGNA GROUP | $586.90万 | 0.06% | 21,289 | 185 | 0.9% | $5.10万 | 加仓 |
| IWB | ISHARES TR | $587.99万 | 0.06% | 14,359 | 139 | 1.0% | $5.69万 | 加仓 |
| CVS | CVS HEALTH CORP | $594.05万 | 0.06% | 57,423 | 536 | 0.9% | $5.54万 | 加仓 |
| DIS | DISNEY WALT CO | $602.09万 | 0.06% | 62,555 | -5,974 | -8.7% | -$57.50万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $607.40万 | 0.06% | 96,580 | 43,278 | 81.2% | $272.18万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $623.56万 | 0.06% | 27,844 | -2,005 | -6.7% | -$44.90万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $624.69万 | 0.06% | 172,279 | 1,688 | 1.0% | $6.12万 | 加仓 |
| IWN | ISHARES TR | $639.33万 | 0.06% | 28,903 | -1,180 | -3.9% | -$26.10万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $646.57万 | 0.06% | 8,472 | -648 | -7.1% | -$49.45万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $658.50万 | 0.06% | 149,558 | 149,558 | — | $658.50万 | 新建仓 |
| PEP | PEPSICO INC | $667.34万 | 0.06% | 49,287 | -3,427 | -6.5% | -$46.40万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $668.82万 | 0.06% | 185,116 | 6,543 | 3.7% | $23.64万 | 加仓 |
| GLW | CORNING INC | $682.77万 | 0.07% | 26,730 | 16 | 0.1% | $4,087 | 加仓 |
| JBL | JABIL INC | $685.59万 | 0.07% | 17,785 | -6,268 | -26.1% | -$241.62万 | 减仓 |
| PFE | PFIZER INC | $686.85万 | 0.07% | 285,238 | 19,376 | 7.3% | $46.66万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $691.42万 | 0.07% | 146,642 | 137,102 | 1,437.1% | $646.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $693.14万 | 0.07% | 204,829 | 11,467 | 5.9% | $38.80万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $693.36万 | 0.07% | 81,104 | 3,146 | 4.0% | $26.90万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $695.78万 | 0.07% | 8,754 | -540 | -5.8% | -$42.92万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $707.61万 | 0.07% | 25,179 | -348 | -1.4% | -$9.78万 | 减仓 |
| USXF | ISHARES TR | $712.16万 | 0.07% | 102,543 | 2,085 | 2.1% | $14.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $714.82万 | 0.07% | 9,887 | 680 | 7.4% | $49.16万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $721.80万 | 0.07% | 279,549 | 39,084 | 16.3% | $100.91万 | 加仓 |
| QUAL | ISHARES TR | $727.29万 | 0.07% | 33,144 | -3,493 | -9.5% | -$76.65万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $740.88万 | 0.07% | 37,908 | 421 | 1.1% | $8.23万 | 加仓 |
| EEM | ISHARES TR | $767.29万 | 0.07% | 112,160 | 18,393 | 19.6% | $125.83万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $778.46万 | 0.07% | 100,771 | -13,412 | -11.7% | -$103.61万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $785.16万 | 0.08% | 50,613 | 2,965 | 6.2% | $46.00万 | 加仓 |
| COR | CENCORA INC | $787.99万 | 0.08% | 27,847 | -13,703 | -33.0% | -$387.75万 | 减仓 |
| LOW | LOWES COS INC | $795.42万 | 0.08% | 36,075 | -14,289 | -28.4% | -$315.06万 | 减仓 |
| PFF | ISHARES TR | $797.25万 | 0.08% | 261,480 | 42,591 | 19.5% | $129.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $842.14万 | 0.08% | 104,522 | 2,814 | 2.8% | $22.67万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $844.94万 | 0.08% | 168,213 | 22,720 | 15.6% | $114.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $847.77万 | 0.08% | 16,507 | 683 | 4.3% | $35.08万 | 加仓 |
| AZN | ASTRAZENECA PLC | $860.69万 | 0.08% | 45,390 | 3,144 | 7.4% | $59.62万 | 加仓 |
| IWR | ISHARES TR | $871.45万 | 0.08% | 78,993 | 4,494 | 6.0% | $49.58万 | 加仓 |
| EMB | ISHARES TR | $871.60万 | 0.08% | 90,377 | 69,064 | 324.0% | $666.06万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $876.80万 | 0.08% | 28,625 | -1,355 | -4.5% | -$41.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $905.29万 | 0.09% | 54,615 | 1,392 | 2.6% | $23.07万 | 加仓 |
| QCOM | QUALCOMM INC | $918.14万 | 0.09% | 49,686 | -97,595 | -66.3% | -$1,803.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $926.41万 | 0.09% | 59,026 | 1,193 | 2.1% | $18.72万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $936.71万 | 0.09% | 185,892 | 12 | 0.0% | $605 | 加仓 |
| NYF | ISHARES TR | $940.64万 | 0.09% | 174,500 | -50,426 | -22.4% | -$271.82万 | 减仓 |
| IBDV | ISHARES TR | $947.53万 | 0.09% | 434,649 | 1,344 | 0.3% | $2.93万 | 加仓 |
| ORCL | ORACLE CORP | $958.99万 | 0.09% | 65,437 | 1,495 | 2.3% | $21.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $962.96万 | 0.09% | 168,999 | 2,760 | 1.7% | $15.73万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $973.50万 | 0.09% | 13 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $988.47万 | 0.09% | 24,271 | -8,433 | -25.8% | -$343.45万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $1,078.95万 | 0.10% | 72,691 | -4,007 | -5.2% | -$59.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,088.83万 | 0.10% | 86,020 | 29,116 | 51.2% | $368.55万 | 加仓 |
| KO | COCA COLA CO | $1,092.94万 | 0.10% | 134,482 | 5,081 | 3.9% | $41.29万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1,100.03万 | 0.11% | 105,095 | 16,262 | 18.3% | $170.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,103.07万 | 0.11% | 51,844 | 1,748 | 3.5% | $37.19万 | 加仓 |
| MCK | MCKESSON CORP | $1,118.55万 | 0.11% | 14,804 | 5,317 | 56.0% | $401.74万 | 加仓 |
| SAN | BANCO SANTANDER SA | $1,165.97万 | 0.11% | 844,907 | 67,709 | 8.7% | $93.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,169.43万 | 0.11% | 11,563 | -67 | -0.6% | -$6.78万 | 减仓 |
| IEMG | ISHARES INC | $1,228.05万 | 0.12% | 148,244 | 8,210 | 5.9% | $68.01万 | 加仓 |
| INTC | INTEL CORP | $1,238.25万 | 0.12% | 88,680 | -9,741 | -9.9% | -$136.01万 | 减仓 |
| BGGG | BAILLIE GIFFORD ETF TR | $1,249.43万 | 0.12% | 354,341 | 354,341 | — | $1,249.43万 | 新建仓 |
| MBB | ISHARES TR | $1,259.34万 | 0.12% | 133,235 | -16,066 | -10.8% | -$151.86万 | 减仓 |
| DMXF | ISHARES TR | $1,288.18万 | 0.12% | 152,267 | 3,070 | 2.1% | $25.97万 | 加仓 |
| IEI | ISHARES TR | $1,309.14万 | 0.13% | 111,464 | -16,886 | -13.2% | -$198.33万 | 减仓 |
| TER | TERADYNE INC | $1,326.05万 | 0.13% | 27,407 | -1,603 | -5.5% | -$77.56万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,334.33万 | 0.13% | 46,724 | 1,349 | 3.0% | $38.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,343.68万 | 0.13% | 44,329 | 7,011 | 18.8% | $212.51万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,346.20万 | 0.13% | 386,729 | -8,320 | -2.1% | -$28.96万 | 减仓 |
| GEV | GE VERNOVA INC | $1,354.01万 | 0.13% | 11,525 | 590 | 5.4% | $69.32万 | 加仓 |
| TSLA | TESLA INC | $1,388.67万 | 0.13% | 33,016 | 860 | 2.7% | $36.17万 | 加仓 |
| MRK | MERCK & CO INC | $1,431.34万 | 0.14% | 111,388 | 625 | 0.6% | $8.03万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,449.75万 | 0.14% | 65,576 | 65,576 | — | $1,449.75万 | 新建仓 |
| BA | BOEING CO | $1,451.30万 | 0.14% | 67,044 | 765 | 1.2% | $16.56万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,460.59万 | 0.14% | 65,234 | -61,696 | -48.6% | -$1,381.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,483.24万 | 0.14% | 52,745 | -17,963 | -25.4% | -$505.14万 | 减仓 |
| EFA | ISHARES TR | $1,538.50万 | 0.15% | 148,104 | 1,680 | 1.1% | $17.45万 | 加仓 |
| EFG | ISHARES TR | $1,562.27万 | 0.15% | 125,564 | 1,025 | 0.8% | $12.75万 | 加仓 |
| GE | GE AEROSPACE | $1,576.43万 | 0.15% | 42,181 | 4,948 | 13.3% | $184.92万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,645.36万 | 0.16% | 32,296 | 812 | 2.6% | $41.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,675.82万 | 0.16% | 604,990 | 27,813 | 4.8% | $77.04万 | 加仓 |
| DE | DEERE & CO | $1,733.93万 | 0.17% | 27,335 | 113 | 0.4% | $7.17万 | 加仓 |
| AMGN | AMGEN INC | $1,742.30万 | 0.17% | 48,114 | 456 | 1.0% | $16.51万 | 加仓 |
| CMF | ISHARES TR | $1,809.99万 | 0.17% | 314,017 | 1,471 | 0.5% | $8.48万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,852.10万 | 0.18% | 120,040 | 442 | 0.4% | $6.82万 | 加仓 |
| EAGG | ISHARES TR | $1,895.28万 | 0.18% | 399,763 | 8,777 | 2.2% | $41.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,934.17万 | 0.19% | 16,756 | 3,459 | 26.0% | $399.28万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,968.57万 | 0.19% | 213,349 | -14,504 | -6.4% | -$133.83万 | 减仓 |
| C | CITIGROUP INC | $2,052.97万 | 0.20% | 146,683 | 2,794 | 1.9% | $39.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,063.73万 | 0.20% | 60,516 | -1,693 | -2.7% | -$57.74万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $2,173.95万 | 0.21% | 164,394 | 494 | 0.3% | $6.53万 | 加仓 |