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
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -414,180-100.0% -$717.36万 清仓
CCEP COCA-COLA EUROPACIFIC PARTNE $00.00%0 -64,406-100.0% -$583.97万 清仓
IBN ICICI BANK LIMITED $00.00%0 -175,161-100.0% -$453.67万 清仓
XMLV INVESCO EXCH TRADED FD TR II $00.00%0 -70,277-100.0% -$442.53万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -93,692-100.0% -$442.19万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -27,938-100.0% -$434.49万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -7,206-100.0% -$349.43万 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -48,583-100.0% -$161.39万 清仓
QXO QXO INC $00.00%0 -67,324-100.0% -$130.74万 清仓
VST VISTRA CORP $00.00%0 -5,727-100.0% -$86.09万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -4,731-100.0% -$74.77万 清仓
SHAK SHAKE SHACK INC $00.00%0 -7,524-100.0% -$66.56万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -4,664-100.0% -$63.07万 清仓
— TASEKO MINES LTD $00.00%0 -61,856-100.0% -$39.90万 清仓
LEN LENNAR CORP $00.00%0 -3,731-100.0% -$32.40万 清仓
ONON ON HLDG AG $00.00%0 -9,000-100.0% -$30.62万 清仓
DOW DOW HLDGS INC $00.00%0 -7,159-100.0% -$29.82万 清仓
HL HECLA MINING COMPANY $00.00%0 -12,139-100.0% -$22.61万 清仓
AOM ISHARES TR $00.00%0 -4,742-100.0% -$22.46万 清仓
ROL ROLLINS INC $00.00%0 -4,118-100.0% -$22.00万 清仓
ITOT ISHARES TR $00.00%0 -1,539-100.0% -$21.92万 清仓
ZTS ZOETIS INC $00.00%0 -1,834-100.0% -$21.68万 清仓
B BARRICK MNG CORP $00.00%0 -5,279-100.0% -$21.53万 清仓
TR TOOTSIE ROLL INDS INC $00.00%0 -4,990-100.0% -$21.32万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -2,979-100.0% -$21.20万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -579-100.0% -$20.77万 清仓
MELI MERCADOLIBRE INC $00.00%0 -120-100.0% -$20.75万 清仓
— SUNPOWER INC $1.37万0.00%20,000 10,000100.0% $6,873 加仓
— SIDUS SPACE INC $2.81万0.00%10,000 10,000— $2.81万 新建仓
NEOG NEOGEN CORP $9.54万0.00%10,616 10,616— $9.54万 新建仓
RMNI RIMINI STR INC DEL $10.93万0.00%25,659 -6,500-20.2% -$2.77万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $12.12万0.00%10,000 00.0% — 不变
IBDR ISHARES TR $20.06万0.00%8,277 00.0% — 不变
CLH CLEAN HARBORS INC $20.20万0.00%676 676— $20.20万 新建仓
ESGD ISHARES TR $20.24万0.00%1,969 1,969— $20.24万 新建仓
TRU TRANSUNION $20.26万0.00%2,808 -19-0.7% -$1,371 重新持有
BSVO EA SERIES TRUST $20.36万0.00%6,975 6,975— $20.36万 新建仓
IDV ISHARES TR $20.56万0.00%4,963 4,963— $20.56万 新建仓
DXJ WISDOMTREE TR $20.93万0.00%1,206 1,206— $20.93万 新建仓
FCOM FIDELITY COVINGTON TRUST $21.00万0.00%3,023 00.0% — 不变
ORI OLD REP INTL CORP $21.03万0.00%5,140 10.0% $41 加仓
NLR VANECK ETF TRUST $21.34万0.00%1,840 1,840— $21.34万 新建仓
CSX CSX CORP $21.35万0.00%4,491 4,491— $21.35万 新建仓
BORR BORR DRILLING LTD $21.47万0.00%51,977 00.0% — 不变
KKR KKR & CO INC $21.50万0.00%2,343 2,343— $21.50万 新建仓
MTD METTLER TOLEDO INTERNATIONAL $21.50万0.00%168 -38-18.4% -$4.86万 减仓
HDV ISHARES TR $21.53万0.00%7,855 00.0% — 不变
BN BROOKFIELD CORP $21.69万0.00%5,092 921.8% $3,918 加仓
CHD CHURCH & DWIGHT CO INC $21.89万0.00%2,259 -466-17.1% -$4.51万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $22.02万0.00%2,486 -2,026-44.9% -$17.95万 重新持有
PLAB PHOTRONICS INC $22.14万0.00%6,807 70.1% $228 加仓
BIOA BIOAGE LABS INC $22.28万0.00%9,091 9,091— $22.28万 新建仓
WWD WOODWARD INC $22.59万0.00%531 531— $22.59万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $22.59万0.00%1,328 1,328— $22.59万 新建仓
MAA MID-AMER APT CMNTYS INC $22.73万0.00%1,636 191.2% $2,640 重新持有
NXST NEXSTAR MEDIA GROUP INC $22.79万0.00%1,276 40.3% $715 加仓
TEL TE CONNECTIVITY PLC $22.85万0.00%1,133 -1,531-57.5% -$30.87万 减仓
SAP SAP SE $22.88万0.00%1,484 -41,977-96.6% -$647.07万 减仓
XHLF BONDBLOXX ETF TRUST $23.05万0.00%4,583 -1,021-18.2% -$5.14万 减仓
PNW PINNACLE WEST CAP CORP $23.18万0.00%2,166 00.0% — 不变
DOCU DOCUSIGN INC $23.31万0.00%5,247 -3,073-36.9% -$13.65万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $23.58万0.00%2,739 -71-2.5% -$6,113 减仓
XLE SELECT SECTOR SPDR TR $23.62万0.00%4,448 59015.3% $3.13万 加仓
NVST ENVISTA HOLDINGS CORPORATION $23.78万0.00%9,026 210.2% $553 加仓
NET CLOUDFLARE INC $23.82万0.00%971 -7-0.7% -$1,717 减仓
RBC RBC BEARINGS INC $23.83万0.00%370 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $23.83万0.00%2,470 2,470— $23.83万 新建仓
— BLACKROCK MUNIYIELD MICH QU $23.93万0.00%19,500 00.0% — 不变
EWP ISHARES INC $23.95万0.00%4,033 -226-5.3% -$1.34万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $23.99万0.00%2,956 70.2% $568 加仓
UPS UNITED PARCEL SVCS INC $24.11万0.00%2,243 -1,771-44.1% -$19.04万 减仓
BSX BOSTON SCIENTIFIC CORP $24.13万0.00%5,653 -356-5.9% -$1.52万 减仓
ATR APTARGROUP INC $24.30万0.00%1,941 00.0% — 不变
APA APA CORPORATION $24.43万0.00%7,500 -19-0.3% -$619 减仓
ROG ROGERS CORP $24.62万0.00%1,504 1,504— $24.62万 新建仓
EWU ISHARES TR $24.74万0.00%5,362 -768-12.5% -$3.54万 减仓
EAT BRINKER INTL INC $25.30万0.00%1,506 60.4% $1,008 加仓
PHYS SPROTT ASSET MANAGEMENT LP $25.64万0.00%8,500 00.0% — 不变
SJNK SPDR SERIES TRUST $25.88万0.00%10,340 8008.4% $2.00万 加仓
FLEX FLEX LTD $25.95万0.00%1,601 1,601— $25.95万 新建仓
FANG DIAMONDBACK ENERGY INC $25.98万0.00%1,478 856.1% $1.49万 加仓
EMHC SPDR SERIES TRUST $26.08万0.00%10,250 00.0% — 不变
SVM SILVERCORP METALS INC $26.29万0.00%26,025 00.0% — 不变
HGER HARBOR ETF TRUST $26.41万0.00%9,000 9,000— $26.41万 新建仓
PHO INVESCO EXCHANGE TRADED FD T $26.60万0.00%3,850 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $26.61万0.00%3,483 270.8% $2,063 加仓
AON AON PLC $26.65万0.00%803 232.9% $7,632 加仓
HEFA ISHARES TR $26.70万0.00%5,690 00.0% — 不变
NBIS NEBIUS GROUP N.V. $26.79万0.00%970 970— $26.79万 新建仓
DGS WISDOMTREE TR $26.95万0.00%4,164 00.0% — 不变
BIDU BAIDU INC $27.14万0.00%2,375 00.0% — 不变
RBLX ROBLOX CORP $27.16万0.00%4,994 360.7% $1,958 加仓
BSV VANGUARD BD INDEX FDS $27.31万0.00%3,506 3,506— $27.31万 新建仓
SRE SEMPRA $27.53万0.00%2,970 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $27.70万0.00%480 10.2% $577 加仓
LNG CHENIERE ENERGY INC $28.07万0.00%1,174 -408-25.8% -$9.75万 减仓
BNDX VANGUARD CHARLOTTE FDS $28.19万0.00%5,821 5,821— $28.19万 新建仓
VMC VULCAN MATLS CO $28.19万0.00%956 374.0% $1.09万 加仓
PAYX PAYCHEX INC $28.48万0.00%2,896 -3,689-56.0% -$36.27万 减仓
LPX LOUISIANA PAC CORP $28.48万0.00%3,621 00.0% — 不变