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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $360.95万 | 0.04% | 95,389 | 15,492 | 19.4% | $58.62万 | 加仓 |
| ABNB | AIRBNB INC | $358.28万 | 0.04% | 28,372 | -12,154 | -30.0% | -$153.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $356.06万 | 0.04% | 9,120 | 2,687 | 41.8% | $104.90万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $349.43万 | 0.04% | 7,206 | 1,928 | 36.5% | $93.49万 | 加仓 |
| NOW | SERVICENOW INC | $349.16万 | 0.04% | 33,396 | -26,119 | -43.9% | -$273.07万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $348.97万 | 0.04% | 7,570 | -4,428 | -36.9% | -$204.13万 | 减仓 |
| — | MATTHEWS INTL FDS | $346.11万 | 0.04% | 111,410 | -985 | -0.9% | -$3.06万 | 减仓 |
| RL | RALPH LAUREN CORP | $338.97万 | 0.04% | 9,854 | 9,854 | — | $338.97万 | 新建仓 |
| CRM | SALESFORCE INC | $336.41万 | 0.04% | 18,021 | -30,952 | -63.2% | -$577.80万 | 减仓 |
| VGT | VANGUARD WORLD FD | $322.27万 | 0.04% | 4,619 | 5 | 0.1% | $3,489 | 加仓 |
| ACWX | ISHARES TR | $317.34万 | 0.03% | 46,347 | 1,327 | 2.9% | $9.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $314.71万 | 0.03% | 9,207 | -1,735 | -15.9% | -$59.30万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $313.31万 | 0.03% | 53,302 | 817 | 1.6% | $4.80万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $305.02万 | 0.03% | 29,680 | 1,228 | 4.3% | $12.62万 | 加仓 |
| P | EVERPURE INC | $295.64万 | 0.03% | 50,075 | 30 | 0.1% | $1,771 | 加仓 |
| IDEV | ISHARES TR | $289.27万 | 0.03% | 34,614 | 10,987 | 46.5% | $91.82万 | 加仓 |
| TXN | TEXAS INSTRS INC | $285.03万 | 0.03% | 14,681 | 33 | 0.2% | $6,407 | 加仓 |
| IDXX | IDEXX LABS INC | $284.88万 | 0.03% | 5,070 | 1 | 0.0% | $562 | 加仓 |
| — | ISHARES TR | $283.34万 | 0.03% | 59,225 | -673 | -1.1% | -$3.22万 | 减仓 |
| IUSV | ISHARES TR | $280.51万 | 0.03% | 27,434 | 6,769 | 32.8% | $69.21万 | 加仓 |
| IGM | ISHARES TR | $279.45万 | 0.03% | 23,580 | -3,853 | -14.0% | -$45.66万 | 减仓 |
| NKE | NIKE INC | $274.43万 | 0.03% | 51,956 | -3,536 | -6.4% | -$18.68万 | 减仓 |
| IJJ | ISHARES TR | $270.32万 | 0.03% | 20,401 | 22 | 0.1% | $2,915 | 加仓 |
| WDAY | WORKDAY INC | $269.29万 | 0.03% | 20,727 | -4,335 | -17.3% | -$56.32万 | 减仓 |
| IWP | ISHARES TR | $265.70万 | 0.03% | 20,738 | -1,388 | -6.3% | -$17.78万 | 减仓 |
| IVW | ISHARES TR | $264.52万 | 0.03% | 23,386 | 992 | 4.4% | $11.22万 | 加仓 |
| APP | APPLOVIN CORP | $263.60万 | 0.03% | 6,623 | -400 | -5.7% | -$15.92万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $261.53万 | 0.03% | 104,195 | -571 | -0.5% | -$1.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $259.16万 | 0.03% | 17,716 | 5,624 | 46.5% | $82.27万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $259.10万 | 0.03% | 16,474 | -1,520 | -8.4% | -$23.91万 | 减仓 |
| NUSC | NUSHARES ETF TR | $246.42万 | 0.03% | 54,686 | -744 | -1.3% | -$3.35万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $244.64万 | 0.03% | 8,045 | -131 | -1.6% | -$3.98万 | 减仓 |
| EBAY | EBAY INC. | $242.56万 | 0.03% | 26,649 | 928 | 3.6% | $8.45万 | 加仓 |
| AOA | ISHARES TR | $241.24万 | 0.03% | 27,262 | 1,571 | 6.1% | $13.90万 | 加仓 |
| WFC | WELLS FARGO & CO | $240.93万 | 0.03% | 30,264 | 19 | 0.1% | $1,513 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $237.76万 | 0.03% | 3,855 | 1 | 0.0% | $617 | 加仓 |
| BP | BP PLC | $237.49万 | 0.03% | 50,529 | 2,432 | 5.1% | $11.43万 | 加仓 |
| ILCG | ISHARES TR | $227.22万 | 0.02% | 23,798 | -2,388 | -9.1% | -$22.80万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $226.07万 | 0.02% | 33,109 | 17,503 | 112.2% | $119.51万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $223.41万 | 0.02% | 28,184 | -1,835 | -6.1% | -$14.55万 | 减仓 |
| IJK | ISHARES TR | $221.16万 | 0.02% | 21,980 | -606 | -2.7% | -$6.10万 | 减仓 |
| IWS | ISHARES TR | $220.73万 | 0.02% | 15,146 | -7,886 | -34.2% | -$114.93万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $219.51万 | 0.02% | 24,748 | -596 | -2.4% | -$5.29万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $219.41万 | 0.02% | 16,509 | -5,295 | -24.3% | -$70.37万 | 减仓 |
| SHEL | SHELL PLC | $218.67万 | 0.02% | 23,513 | -1,049 | -4.3% | -$9.76万 | 减仓 |
| RBRK | RUBRIK INC. | $218.23万 | 0.02% | 44,565 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $217.44万 | 0.02% | 6,835 | 96 | 1.4% | $3.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $216.43万 | 0.02% | 10,130 | 1,862 | 22.5% | $39.78万 | 加仓 |
| OEF | ISHARES TR | $215.45万 | 0.02% | 6,774 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $213.40万 | 0.02% | 15,289 | 7 | 0.0% | $977 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $212.46万 | 0.02% | 27,653 | -4,140 | -13.0% | -$31.81万 | 减仓 |
| IAU | ISHARES GOLD TR | $210.95万 | 0.02% | 23,928 | -88,819 | -78.8% | -$783.02万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $209.73万 | 0.02% | 24,607 | -149,196 | -85.8% | -$1,271.60万 | 减仓 |
| MS | MORGAN STANLEY | $207.15万 | 0.02% | 12,587 | 1,086 | 9.4% | $17.87万 | 加仓 |
| NDAQ | NASDAQ INC | $205.36万 | 0.02% | 24,192 | -383 | -1.6% | -$3.25万 | 减仓 |
| F | FORD MTR CO | $205.02万 | 0.02% | 177,661 | -1,113 | -0.6% | -$1.28万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $204.22万 | 0.02% | 66,565 | 3,740 | 6.0% | $11.47万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $202.91万 | 0.02% | 60,517 | 916 | 1.5% | $3.07万 | 加仓 |
| EMB | ISHARES TR | $200.19万 | 0.02% | 21,313 | 402 | 1.9% | $3.78万 | 加仓 |
| BIL | SPDR SERIES TRUST | $200.15万 | 0.02% | 21,841 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $196.86万 | 0.02% | 12,521 | -111 | -0.9% | -$1.75万 | 减仓 |
| NVS | NOVARTIS AG | $194.95万 | 0.02% | 12,763 | 2,608 | 25.7% | $39.84万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $194.25万 | 0.02% | 4,371 | -4 | -0.1% | -$1,778 | 减仓 |
| INTU | INTUIT | $193.19万 | 0.02% | 4,468 | -637 | -12.5% | -$27.54万 | 减仓 |
| VHT | VANGUARD WORLD FD | $190.27万 | 0.02% | 6,987 | -495 | -6.6% | -$13.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $190.12万 | 0.02% | 9,346 | 127 | 1.4% | $2.58万 | 加仓 |
| WM | WASTE MGMT INC DEL | $189.65万 | 0.02% | 8,253 | 372 | 4.7% | $8.55万 | 加仓 |
| CTAS | CINTAS CORP | $188.64万 | 0.02% | 11,153 | 23 | 0.2% | $3,890 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $184.22万 | 0.02% | 119,465 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $183.48万 | 0.02% | 7,398 | 293 | 4.1% | $7.27万 | 加仓 |
| CMI | CUMMINS INC | $182.61万 | 0.02% | 3,394 | 757 | 28.7% | $40.73万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $179.72万 | 0.02% | 21,802 | 1,026 | 4.9% | $8.46万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $178.85万 | 0.02% | 15,077 | 605 | 4.2% | $7.18万 | 加仓 |
| MO | ALTRIA GROUP INC | $175.17万 | 0.02% | 26,546 | -41 | -0.2% | -$2,706 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $170.04万 | 0.02% | 6,284 | 151 | 2.5% | $4.09万 | 加仓 |
| OKTA | OKTA INC | $167.27万 | 0.02% | 21,251 | 46 | 0.2% | $3,621 | 加仓 |
| SMH | VANECK ETF TRUST | $166.96万 | 0.02% | 4,355 | 930 | 27.2% | $35.65万 | 加仓 |
| PLD | PROLOGIS INC. | $166.40万 | 0.02% | 12,589 | 838 | 7.1% | $11.08万 | 加仓 |
| IYW | ISHARES TR | $165.93万 | 0.02% | 9,146 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $163.83万 | 0.02% | 11,840 | -726 | -5.8% | -$10.05万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $161.39万 | 0.02% | 48,583 | -1,100 | -2.2% | -$3.65万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $160.55万 | 0.02% | 3,938 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $159.24万 | 0.02% | 10,517 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $156.71万 | 0.02% | 6,800 | 2,992 | 78.6% | $68.95万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $156.62万 | 0.02% | 4,563 | 7 | 0.2% | $2,403 | 加仓 |
| HSY | HERSHEY CO | $155.38万 | 0.02% | 7,474 | 1,031 | 16.0% | $21.43万 | 加仓 |
| AME | AMETEK INC | $155.26万 | 0.02% | 7,243 | -489 | -6.3% | -$10.48万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $154.62万 | 0.02% | 9,421 | 397 | 4.4% | $6.52万 | 加仓 |
| WMB | WILLIAMS COS INC | $153.55万 | 0.02% | 21,097 | 95 | 0.5% | $6,914 | 加仓 |
| DGRO | ISHARES TR | $149.38万 | 0.02% | 21,285 | 1,220 | 6.1% | $8.56万 | 加仓 |
| COP | CONOCOPHILLIPS | $148.91万 | 0.02% | 11,281 | 4,563 | 67.9% | $60.23万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $148.28万 | 0.02% | 39,468 | 33 | 0.1% | $1,240 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $147.54万 | 0.02% | 5,040 | -3,574 | -41.5% | -$104.63万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $146.19万 | 0.02% | 25,363 | -2,333 | -8.4% | -$13.45万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $145.91万 | 0.02% | 15,124 | -365 | -2.4% | -$3.52万 | 减仓 |
| MPC | MARATHON PETE CORP | $145.26万 | 0.02% | 5,949 | 1,903 | 47.0% | $46.47万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $144.37万 | 0.02% | 3,051 | 181 | 6.3% | $8.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $143.93万 | 0.02% | 7,890 | 14 | 0.2% | $2,554 | 加仓 |
| MGV | VANGUARD WORLD FD | $141.76万 | 0.02% | 9,780 | 161 | 1.7% | $2.33万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $141.49万 | 0.02% | 60,491 | 0 | 0.0% | — | 不变 |