13F 机构持仓

RWA WEALTH PARTNERS, LLC

BOSTON MA · SEC CIK 0001544576

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.5%
VEA 10.2%
AGG 9.4%
VTV 7.4%
VGSH 3.3%
MUB 2.7%
VWO 2.7%
VTEB 2.3%
AAPL 2.2%
CNEQ 1.7%

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
AZN ASTRAZENECA PLC $00.00%0 -41,912-100.0% -$770.60万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -13,767-100.0% -$383.99万 清仓
RACE FERRARI N V $00.00%0 -7,642-100.0% -$282.42万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -17,895-100.0% -$187.40万 清仓
EZU ISHARES INC $00.00%0 -15,969-100.0% -$102.36万 清仓
— NEW GOLD INC CDA $00.00%0 -116,499-100.0% -$101.47万 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -24,441-100.0% -$70.98万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -4,794-100.0% -$54.12万 清仓
HST HOST HOTELS & RESORTS INC $00.00%0 -26,216-100.0% -$46.48万 清仓
CSGP COSTAR GROUP INC $00.00%0 -4,590-100.0% -$30.86万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -6,910-100.0% -$26.76万 清仓
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 -3,798-100.0% -$24.42万 清仓
TRU TRANSUNION $00.00%0 —— — 申报中断
W WAYFAIR INC $00.00%0 -2,375-100.0% -$23.85万 清仓
FISV FISERV INC $00.00%0 -3,479-100.0% -$23.37万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -2,653-100.0% -$23.17万 清仓
— TIDAL TRUST III $00.00%0 -13,001-100.0% -$22.70万 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 —— — 申报中断
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 —— — 申报中断
FIS FIDELITY NATL INFORMATION SV $00.00%0 -3,257-100.0% -$21.65万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -1,814-100.0% -$21.35万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -1,528-100.0% -$20.79万 清仓
IEF ISHARES TR $00.00%0 —— — 申报中断
BF/B BROWN FORMAN CORP $00.00%0 -7,697-100.0% -$20.06万 清仓
STLN THE ONCOLOGY INSTITUTE INC $00.00%0 -15,633-100.0% -$5.57万 清仓
— SUNPOWER INC $1.27万0.00%10,000 10,000— $1.27万 新建仓
RMNI RIMINI STR INC DEL $10.55万0.00%32,159 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $11.50万0.00%10,000 00.0% — 不变
IBDR ISHARES TR $20.06万0.00%8,277 00.0% — 不变
RBC RBC BEARINGS INC $20.10万0.00%370 370— $20.10万 新建仓
NET CLOUDFLARE INC $20.18万0.00%978 -172-15.0% -$3.55万 重新持有
BN BROOKFIELD CORP $20.23万0.00%5,000 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $20.25万0.00%7,609 7,609— $20.25万 新建仓
ORI OLD REP INTL CORP $20.51万0.00%5,139 -43-0.8% -$1,716 减仓
FCOM FIDELITY COVINGTON TRUST $20.59万0.00%3,023 3,023— $20.59万 新建仓
DFIC DIMENSIONAL ETF TRUST $20.70万0.00%5,826 5,826— $20.70万 新建仓
MELI MERCADOLIBRE INC $20.75万0.00%120 -10-7.7% -$1.73万 减仓
DPZ DOMINOS PIZZA INC $20.77万0.00%579 -76-11.6% -$2.73万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $21.20万0.00%2,979 762.6% $5,410 加仓
TR TOOTSIE ROLL INDS INC $21.32万0.00%4,990 1483.1% $6,322 重新持有
HDV ISHARES TR $21.32万0.00%1,571 1,571— $21.32万 新建仓
EAT BRINKER INTL INC $21.42万0.00%1,500 00.0% — 不变
B BARRICK MNG CORP $21.53万0.00%5,279 -201-3.7% -$8,199 减仓
ZTS ZOETIS INC $21.68万0.00%1,834 -442-19.4% -$5.22万 减仓
PNW PINNACLE WEST CAP CORP $21.82万0.00%2,166 2,166— $21.82万 新建仓
ITOT ISHARES TR $21.92万0.00%1,539 1,539— $21.92万 新建仓
PNC PNC FINL SVCS GROUP INC $21.98万0.00%1,056 -2,234-67.9% -$46.50万 减仓
ROL ROLLINS INC $22.00万0.00%4,118 240.6% $1,282 加仓
LEVI LEVI STRAUSS & CO NEW $22.01万0.00%11,905 00.0% — 不变
AOM ISHARES TR $22.46万0.00%4,742 1132.4% $5,353 加仓
HL HECLA MINING COMPANY $22.61万0.00%12,139 12,139— $22.61万 新建仓
NVST ENVISTA HOLDINGS CORPORATION $22.85万0.00%9,005 9,005— $22.85万 新建仓
NXST NEXSTAR MEDIA GROUP INC $23.01万0.00%1,272 241.9% $4,341 加仓
EWP ISHARES INC $23.13万0.00%4,259 -126-2.9% -$6,843 减仓
— BLACKROCK MUNIYIELD MICH QU $23.17万0.00%19,500 00.0% — 不变
VXF VANGUARD INDEX FDS $23.58万0.00%1,146 1,146— $23.58万 新建仓
JCI JOHNSON CONTROLS INTERNATION $23.61万0.00%1,803 1,803— $23.61万 新建仓
XLE SELECT SECTOR SPDR TR $23.63万0.00%3,858 3,858— $23.63万 新建仓
ANET ARISTA NETWORKS INC $23.64万0.00%1,925 20.1% $246 加仓
SJNK SPDR SERIES TRUST $23.83万0.00%9,540 -5,700-37.4% -$14.24万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $23.87万0.00%2,949 130.4% $1,052 加仓
HEFA ISHARES TR $24.18万0.00%5,690 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $24.28万0.00%583 30.5% $1,250 加仓
CARR CARRIER GLOBAL CORPORATION $24.37万0.00%4,328 -83,639-95.1% -$470.96万 减仓
ATR APTARGROUP INC $24.46万0.00%1,941 -985-33.7% -$12.41万 减仓
MRVL MARVELL TECHNOLOGY INC $24.75万0.00%2,499 -40-1.6% -$3,962 减仓
VMC VULCAN MATLS CO $25.02万0.00%919 -14,631-94.1% -$398.35万 减仓
DGS WISDOMTREE TR $25.03万0.00%4,164 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $25.12万0.00%3,456 -2-0.1% -$145 重新持有
AON AON PLC $25.18万0.00%780 -733-48.4% -$23.67万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $25.41万0.00%2,810 -225-7.4% -$2.03万 减仓
EMHC SPDR SERIES TRUST $25.42万0.00%10,250 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $25.43万0.00%2,725 -4-0.1% -$373 减仓
TD TORONTO DOMINION BK ONT $25.46万0.00%2,729 2,729— $25.46万 新建仓
PH PARKER-HANNIFIN CORP $25.47万0.00%284 -44-13.4% -$3.95万 减仓
PHO INVESCO EXCHANGE TRADED FD T $25.74万0.00%3,850 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $25.97万0.00%7,017 10.0% $37 加仓
MTD METTLER TOLEDO INTERNATIONAL $26.02万0.00%206 -2-1.0% -$2,526 减仓
LYFT LYFT INC $26.18万0.00%19,683 -1,944-9.0% -$2.59万 减仓
GPC GENUINE PARTS CO $26.19万0.00%2,477 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $26.27万0.00%3,281 361.1% $2,883 加仓
LPX LOUISIANA PAC CORP $26.34万0.00%3,621 00.0% — 不变
BIDU BAIDU INC $26.46万0.00%2,375 -48-2.0% -$5,348 减仓
MCHP MICROCHIP TECHNOLOGY INC. $27.02万0.00%4,182 481.2% $3,101 加仓
SLB SLB LIMITED $27.10万0.00%5,273 -402-7.1% -$2.07万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $27.13万0.00%4,329 80.2% $501 加仓
EOG EOG RES INC $27.14万0.00%1,877 -188-9.1% -$2.72万 减仓
PLAB PHOTRONICS INC $27.48万0.00%6,800 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $27.55万0.00%1,393 272.0% $5,341 加仓
MFC MANULIFE FINL CORP $27.60万0.00%8,014 00.0% — 不变
DAL DELTA AIR LINES INC $27.87万0.00%4,192 -1,704-28.9% -$11.33万 减仓
EWU ISHARES TR $27.93万0.00%6,130 -64-1.0% -$2,916 减仓
SVM SILVERCORP METALS INC $27.95万0.00%26,025 00.0% — 不变
RBLX ROBLOX CORP $28.04万0.00%4,958 -12-0.2% -$679 减仓
COMT ISHARES U S ETF TR $28.15万0.00%8,326 8,326— $28.15万 新建仓
MLM MARTIN MARIETTA MATLS INC $28.20万0.00%479 194.1% $1.12万 加仓
XHLF BONDBLOXX ETF TRUST $28.20万0.00%5,604 -551-9.0% -$2.77万 减仓
NVR NVR INC $28.34万0.00%43 00.0% — 不变
GNRC GENERAC HLDGS INC $28.40万0.00%1,454 -205-12.4% -$4.00万 重新持有
SFM SPROUTS FMRS MKT INC $28.52万0.00%3,698 00.0% — 不变