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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $997.33万 | 0.11% | 62,209 | 1,469 | 2.4% | $23.55万 | 加仓 |
| KO | COCA COLA CO | $984.10万 | 0.11% | 129,401 | 3,085 | 2.4% | $23.46万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $983.94万 | 0.11% | 11,630 | 392 | 3.5% | $33.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $977.43万 | 0.11% | 37,318 | 2,242 | 6.4% | $58.72万 | 加仓 |
| IEMG | ISHARES INC | $976.73万 | 0.11% | 140,034 | 18,421 | 15.1% | $128.49万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $967.15万 | 0.11% | 47,648 | 1,249 | 2.7% | $25.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $961.43万 | 0.11% | 50,096 | 6,206 | 14.1% | $119.10万 | 加仓 |
| GEV | GE VERNOVA INC | $954.51万 | 0.10% | 10,935 | -1,460 | -11.8% | -$127.44万 | 减仓 |
| IBDV | ISHARES TR | $948.50万 | 0.10% | 433,305 | 392 | 0.1% | $8,581 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $944.04万 | 0.10% | 45,375 | -4,621 | -9.2% | -$96.14万 | 减仓 |
| ORCL | ORACLE CORP | $940.64万 | 0.10% | 63,942 | -1,144 | -1.8% | -$16.83万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 0.10% | 13 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $933.04万 | 0.10% | 18,982 | 6,303 | 49.7% | $309.82万 | 加仓 |
| SAN | BANCO SANTANDER SA | $876.68万 | 0.10% | 777,198 | 20,709 | 2.7% | $23.36万 | 加仓 |
| TER | TERADYNE INC | $860.02万 | 0.09% | 29,010 | -1,423 | -4.7% | -$42.19万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $848.54万 | 0.09% | 185,880 | 12,317 | 7.1% | $56.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $834.15万 | 0.09% | 115,967 | -3,714 | -3.1% | -$26.71万 | 减仓 |
| AZN | ASTRAZENECA PLC | $833.17万 | 0.09% | 42,246 | 42,246 | — | $833.17万 | 新建仓 |
| MCK | MCKESSON CORP | $820.96万 | 0.09% | 9,487 | -369 | -3.7% | -$31.93万 | 减仓 |
| PEP | PEPSICO INC | $818.60万 | 0.09% | 52,714 | -9,586 | -15.4% | -$148.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $810.42万 | 0.09% | 166,239 | 7,351 | 4.6% | $35.84万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $803.39万 | 0.09% | 114,183 | -2,169 | -1.9% | -$15.26万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $799.94万 | 0.09% | 57,833 | 4,316 | 8.1% | $59.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $790.63万 | 0.09% | 15,824 | 545 | 3.6% | $27.23万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $771.56万 | 0.08% | 29,980 | -918 | -3.0% | -$23.63万 | 减仓 |
| PFE | PFIZER INC | $746.54万 | 0.08% | 265,862 | 35,777 | 15.5% | $100.46万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $745.11万 | 0.08% | 56,904 | -2,040 | -3.5% | -$26.71万 | 减仓 |
| SAP | SAP SE | $744.10万 | 0.08% | 43,461 | 1,543 | 3.7% | $26.42万 | 加仓 |
| VO | VANGUARD INDEX FDS | $730.22万 | 0.08% | 25,427 | 784 | 3.2% | $22.52万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $726.74万 | 0.08% | 145,493 | 145,493 | — | $726.74万 | 新建仓 |
| IWR | ISHARES TR | $724.36万 | 0.08% | 74,499 | -167 | -0.2% | -$1.62万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $717.36万 | 0.08% | 414,180 | 414,180 | — | $717.36万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $707.20万 | 0.08% | 56,368 | 888 | 1.6% | $11.14万 | 加仓 |
| QUAL | ISHARES TR | $702.74万 | 0.08% | 36,637 | -6,397 | -14.9% | -$122.70万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $676.48万 | 0.07% | 9,294 | 2,174 | 30.5% | $158.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $674.92万 | 0.07% | 40,820 | -64 | -0.2% | -$1.06万 | 减仓 |
| PFF | ISHARES TR | $663.67万 | 0.07% | 218,889 | -626 | -0.3% | -$1.90万 | 减仓 |
| DIS | DISNEY WALT CO | $660.48万 | 0.07% | 68,529 | -8,736 | -11.3% | -$84.20万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $652.74万 | 0.07% | 88,833 | 88,833 | — | $652.74万 | 新建仓 |
| JBL | JABIL INC | $638.92万 | 0.07% | 24,053 | -1,040 | -4.1% | -$27.63万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $626.86万 | 0.07% | 37,487 | -425 | -1.1% | -$7.11万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $612.70万 | 0.07% | 240,465 | -750 | -0.3% | -$1.91万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $606.48万 | 0.07% | 29,849 | -170 | -0.6% | -$3.45万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $601.13万 | 0.07% | 77,958 | 23,173 | 42.3% | $178.69万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $583.97万 | 0.06% | 64,406 | 1,245 | 2.0% | $11.29万 | 加仓 |
| IWN | ISHARES TR | $570.34万 | 0.06% | 30,083 | 4,239 | 16.4% | $80.37万 | 加仓 |
| IWD | ISHARES TR | $565.70万 | 0.06% | 26,475 | -99,164 | -78.9% | -$2,118.88万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $563.26万 | 0.06% | 193,362 | 34,372 | 21.6% | $100.13万 | 加仓 |
| CI | THE CIGNA GROUP | $562.95万 | 0.06% | 21,104 | -613 | -2.8% | -$16.35万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $562.10万 | 0.06% | 170,591 | 2,252 | 1.3% | $7.42万 | 加仓 |
| TMUS | T-MOBILE US INC | $555.97万 | 0.06% | 26,471 | 2,708 | 11.4% | $56.88万 | 加仓 |
| USXF | ISHARES TR | $554.53万 | 0.06% | 100,458 | -4,160 | -4.0% | -$22.96万 | 减仓 |
| SCZ | ISHARES TR | $539.60万 | 0.06% | 68,818 | -9,292 | -11.9% | -$72.86万 | 减仓 |
| EEM | ISHARES TR | $532.51万 | 0.06% | 93,767 | -2,341 | -2.4% | -$13.29万 | 减仓 |
| ALL | ALLSTATE CORP | $525.79万 | 0.06% | 25,359 | -56,542 | -69.0% | -$1,172.34万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $519.29万 | 0.06% | 178,573 | 17,430 | 10.8% | $50.69万 | 加仓 |
| FDX | FEDEX CORP | $516.65万 | 0.06% | 14,505 | -880 | -5.7% | -$31.34万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $509.59万 | 0.06% | 19,578 | -1,067 | -5.2% | -$27.77万 | 减仓 |
| IWB | ISHARES TR | $507.03万 | 0.06% | 14,220 | -78 | -0.5% | -$2.78万 | 减仓 |
| LQD | ISHARES TR | $505.79万 | 0.06% | 46,407 | -2,833 | -5.8% | -$30.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $504.22万 | 0.06% | 67,139 | 5,494 | 8.9% | $41.26万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $502.52万 | 0.06% | 25,527 | 564 | 2.3% | $11.10万 | 加仓 |
| NUE | NUCOR CORP | $488.39万 | 0.05% | 28,882 | 27,472 | 1,948.4% | $464.55万 | 加仓 |
| NULV | NUSHARES ETF TR | $487.04万 | 0.05% | 107,043 | 321 | 0.3% | $1.46万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $482.26万 | 0.05% | 37,890 | 788 | 2.1% | $10.03万 | 加仓 |
| MMM | 3M CO | $476.24万 | 0.05% | 32,792 | -3,353 | -9.3% | -$48.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $470.92万 | 0.05% | 33,790 | 1,643 | 5.1% | $22.90万 | 加仓 |
| T | AT&T INC | $470.72万 | 0.05% | 162,373 | 12,549 | 8.4% | $36.38万 | 加仓 |
| GWW | WW GRAINGER INC | $461.32万 | 0.05% | 4,229 | -117 | -2.7% | -$12.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $459.70万 | 0.05% | 91,574 | -10,176 | -10.0% | -$51.08万 | 减仓 |
| IBN | ICICI BANK LIMITED | $453.67万 | 0.05% | 175,161 | 1,604 | 0.9% | $4.15万 | 加仓 |
| FLOT | ISHARES TR | $451.31万 | 0.05% | 88,579 | -18,322 | -17.1% | -$93.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $449.24万 | 0.05% | 13,297 | 7,005 | 111.3% | $236.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $448.56万 | 0.05% | 34,236 | 885 | 2.7% | $11.60万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $444.28万 | 0.05% | 23,818 | -807 | -3.3% | -$15.05万 | 减仓 |
| OKE | ONEOK INC NEW | $444.28万 | 0.05% | 49,151 | 8,116 | 19.8% | $73.36万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $442.53万 | 0.05% | 70,277 | 70,277 | — | $442.53万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $442.19万 | 0.05% | 93,692 | 93,692 | — | $442.19万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $434.49万 | 0.05% | 27,938 | 10,460 | 59.8% | $162.67万 | 加仓 |
| INTC | INTEL CORP | $434.33万 | 0.05% | 98,421 | -493 | -0.5% | -$2.18万 | 减仓 |
| NFLX | NETFLIX INC. | $431.28万 | 0.05% | 44,855 | 1,876 | 4.4% | $18.04万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $430.39万 | 0.05% | 34,581 | 112 | 0.3% | $1.39万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $429.24万 | 0.05% | 37,374 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $427.34万 | 0.05% | 34,179 | 458 | 1.4% | $5.73万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $420.36万 | 0.05% | 69,309 | 3,199 | 4.8% | $19.40万 | 加仓 |
| APH | AMPHENOL CORP | $415.25万 | 0.05% | 32,865 | 11,999 | 57.5% | $151.61万 | 加仓 |
| IBDX | ISHARES TR | $413.06万 | 0.05% | 163,459 | -3,738 | -2.2% | -$9.45万 | 减仓 |
| CVS | CVS HEALTH CORP | $408.56万 | 0.04% | 56,887 | 96 | 0.2% | $6,895 | 加仓 |
| GLD | SPDR GOLD TR | $401.99万 | 0.04% | 9,342 | 575 | 6.6% | $24.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $401.70万 | 0.04% | 156,669 | -5,743 | -3.5% | -$14.73万 | 减仓 |
| ITT | ITT INC | $400.11万 | 0.04% | 21,000 | 450 | 2.2% | $8.57万 | 加仓 |
| EFAV | ISHARES TR | $398.09万 | 0.04% | 43,569 | -5,344 | -10.9% | -$48.83万 | 减仓 |
| TGT | TARGET CORP | $397.69万 | 0.04% | 32,812 | -1,877 | -5.4% | -$22.75万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $391.38万 | 0.04% | 13,473 | 562 | 4.4% | $16.33万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $391.17万 | 0.04% | 17,079 | -102 | -0.6% | -$2.34万 | 减仓 |
| EFV | ISHARES TR | $390.33万 | 0.04% | 52,499 | -7,153 | -12.0% | -$53.18万 | 减仓 |
| EEMV | ISHARES INC | $388.88万 | 0.04% | 60,078 | -11,445 | -16.0% | -$74.08万 | 重新持有 |
| AOR | ISHARES TR | $370.41万 | 0.04% | 57,562 | -1,325 | -2.3% | -$8.53万 | 减仓 |
| GLW | CORNING INC | $363.24万 | 0.04% | 26,714 | 6,622 | 33.0% | $90.04万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $361.48万 | 0.04% | 58,445 | -10,800 | -15.6% | -$66.80万 | 减仓 |