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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $4,021.15万 | 0.44% | 208,458 | 101 | 0.0% | $1.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,106.61万 | 0.45% | 442,142 | 36,271 | 8.9% | $336.88万 | 加仓 |
| ASML | ASML HLDG NV | $4,259.95万 | 0.47% | 32,252 | -5,227 | -13.9% | -$690.40万 | 减仓 |
| MCD | MCDONALDS CORP | $4,344.58万 | 0.48% | 139,791 | 1,250 | 0.9% | $38.85万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $4,463.50万 | 0.49% | 1,658,676 | 1,658,676 | — | $4,463.50万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,498.33万 | 0.49% | 303,736 | 14,545 | 5.0% | $215.41万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,528.48万 | 0.50% | 708,571 | -68,801 | -8.9% | -$439.71万 | 减仓 |
| WMT | WALMART INC | $4,565.98万 | 0.50% | 367,394 | -4,234 | -1.1% | -$52.62万 | 减仓 |
| HD | HOME DEPOT INC | $4,574.00万 | 0.50% | 139,074 | 21,284 | 18.1% | $700.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,682.02万 | 0.51% | 78,354 | -8,615 | -9.9% | -$514.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,773.33万 | 0.52% | 47,904 | 131 | 0.3% | $13.05万 | 加仓 |
| QLYS | QUALYS INC | $4,820.86万 | 0.53% | 548,760 | -39,988 | -6.8% | -$351.29万 | 减仓 |
| TJX | TJX COS INC NEW | $4,925.74万 | 0.54% | 308,437 | -843 | -0.3% | -$13.46万 | 减仓 |
| AMZN | AMAZON COM INC | $5,016.03万 | 0.55% | 240,843 | 967 | 0.4% | $20.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,066.90万 | 0.55% | 350,796 | -4,906 | -1.4% | -$70.86万 | 减仓 |
| — | EXXON MOBIL CORP | $5,076.65万 | 0.56% | 299,225 | 27,285 | 10.0% | $462.92万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,383.33万 | 0.59% | 167,805 | 7,779 | 4.9% | $249.56万 | 加仓 |
| ABBV | ABBVIE INC | $5,492.59万 | 0.60% | 252,544 | -3,308 | -1.3% | -$71.95万 | 减仓 |
| EDV | VANGUARD WORLD FD | $5,688.42万 | 0.62% | 875,815 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $6,172.41万 | 0.68% | 67,109 | 1,782 | 2.7% | $163.90万 | 加仓 |
| V | VISA INC | $6,379.50万 | 0.70% | 211,074 | 33,350 | 18.8% | $1,007.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,588.47万 | 0.72% | 380,354 | 9,396 | 2.5% | $162.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,747.05万 | 0.74% | 313,729 | 12,565 | 4.2% | $270.22万 | 加仓 |
| CAT | CATERPILLAR INC | $7,032.56万 | 0.77% | 99,266 | -10,567 | -9.6% | -$748.63万 | 减仓 |
| AVGO | BROADCOM INC | $7,184.31万 | 0.79% | 232,119 | -25,946 | -10.1% | -$803.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $7,876.23万 | 0.86% | 322,215 | -4,608 | -1.4% | -$112.64万 | 减仓 |
| GOOGL | ALPHABET INC | $8,914.42万 | 0.98% | 310,002 | 9,190 | 3.1% | $264.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,560.49万 | 1.05% | 149,003 | 6,171 | 4.3% | $395.95万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.11亿 | 1.22% | 368,412 | 15,961 | 4.5% | $482.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.14亿 | 1.24% | 522,808 | 26,084 | 5.3% | $566.67万 | 加仓 |
| IVV | ISHARES TR | $1.14亿 | 1.24% | 174,062 | -8,283 | -4.5% | -$541.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.15亿 | 1.26% | 390,917 | 8,026 | 2.1% | $236.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.56亿 | 1.70% | 420,166 | 10,617 | 2.6% | $393.01万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $1.56亿 | 1.71% | 5,027,082 | 5,013,262 | 36,275.4% | $1.56亿 | 加仓 |
| AAPL | APPLE INC | $2.00亿 | 2.19% | 791,995 | -11,957 | -1.5% | -$301.85万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2.12亿 | 2.32% | 4,250,870 | 236,121 | 5.9% | $1,178.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.44亿 | 2.67% | 4,518,470 | 333,527 | 8.0% | $1,802.71万 | 加仓 |
| MUB | ISHARES TR | $2.47亿 | 2.71% | 2,331,591 | -35,380 | -1.5% | -$375.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.99亿 | 3.27% | 5,100,961 | 1,299,307 | 34.2% | $7,606.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6.73亿 | 7.37% | 3,430,591 | -239,278 | -6.5% | -$4,694.63万 | 减仓 |
| AGG | ISHARES TR | $8.58亿 | 9.39% | 8,646,419 | 660,382 | 8.3% | $6,555.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.36亿 | 10.25% | 14,612,210 | -752,906 | -4.9% | -$4,824.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $9.60亿 | 10.51% | 2,198,247 | -42,333 | -1.9% | -$1,849.06万 | 减仓 |