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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $140.65万 | 0.02% | 45,429 | 5 | 0.0% | $155 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $140.06万 | 0.02% | 12,252 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $138.54万 | 0.02% | 29,534 | 12,173 | 70.1% | $57.10万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $137.07万 | 0.02% | 13,684 | -9 | -0.1% | -$902 | 减仓 |
| GLDM | WORLD GOLD TR | $136.87万 | 0.01% | 14,766 | -34,995 | -70.3% | -$324.37万 | 减仓 |
| MGK | VANGUARD WORLD FD | $136.36万 | 0.01% | 3,711 | 39 | 1.1% | $1.43万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $136.15万 | 0.01% | 6,225 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $135.28万 | 0.01% | 6,823 | -41,746 | -86.0% | -$827.72万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $134.93万 | 0.01% | 9,203 | 191 | 2.1% | $2.80万 | 加仓 |
| NVO | NOVO-NORDISK A S | $134.72万 | 0.01% | 36,659 | -51 | -0.1% | -$1,874 | 减仓 |
| FXI | ISHARES TR | $134.62万 | 0.01% | 37,500 | -6,000 | -13.8% | -$21.54万 | 减仓 |
| EWC | ISHARES INC | $132.35万 | 0.01% | 24,155 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $131.77万 | 0.01% | 10,052 | 130 | 1.3% | $1.70万 | 加仓 |
| QXO | QXO INC | $130.74万 | 0.01% | 67,324 | 67,324 | — | $130.74万 | 新建仓 |
| MINT | PIMCO ETF TR | $127.29万 | 0.01% | 12,656 | 6,260 | 97.9% | $62.96万 | 加仓 |
| KR | KROGER CO | $125.38万 | 0.01% | 17,327 | 3,989 | 29.9% | $28.86万 | 加仓 |
| HYG | ISHARES TR | $125.26万 | 0.01% | 15,744 | -1,798 | -10.2% | -$14.30万 | 减仓 |
| EXC | EXELON CORP | $124.94万 | 0.01% | 25,487 | 1,880 | 8.0% | $9.22万 | 加仓 |
| FTNT | FORTINET INC | $123.94万 | 0.01% | 15,167 | -6 | -0.0% | -$490 | 减仓 |
| SBUX | STARBUCKS CORP | $121.15万 | 0.01% | 13,523 | 41 | 0.3% | $3,673 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $121.06万 | 0.01% | 2,711 | 74 | 2.8% | $3.30万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $119.15万 | 0.01% | 3,320 | 2 | 0.1% | $718 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $117.76万 | 0.01% | 14,231 | -81,134 | -85.1% | -$671.38万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $116.70万 | 0.01% | 3,298 | -688 | -17.3% | -$24.35万 | 减仓 |
| SNA | SNAP ON INC | $116.16万 | 0.01% | 3,198 | 259 | 8.8% | $9.41万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $115.87万 | 0.01% | 10,563 | 492 | 4.9% | $5.40万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $114.04万 | 0.01% | 7,019 | -139 | -1.9% | -$2.26万 | 减仓 |
| SDY | SPDR SERIES TRUST | $113.47万 | 0.01% | 7,775 | -13 | -0.2% | -$1,897 | 减仓 |
| RY | ROYAL BK CDA | $110.64万 | 0.01% | 6,839 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $110.28万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $108.50万 | 0.01% | 9,956 | -104 | -1.0% | -$1.13万 | 减仓 |
| LEMB | ISHARES INC | $108.48万 | 0.01% | 26,588 | -156,391 | -85.5% | -$638.07万 | 减仓 |
| CEMB | ISHARES INC | $108.22万 | 0.01% | 23,900 | -500 | -2.0% | -$2.26万 | 减仓 |
| BX | BLACKSTONE INC | $107.31万 | 0.01% | 9,332 | 656 | 7.6% | $7.54万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $107.24万 | 0.01% | 3,346 | 17 | 0.5% | $5,449 | 加仓 |
| MCO | MOODYS CORP | $105.97万 | 0.01% | 2,429 | 10 | 0.4% | $4,363 | 加仓 |
| AFL | AFLAC INC | $105.80万 | 0.01% | 9,643 | -4,480 | -31.7% | -$49.15万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $105.75万 | 0.01% | 36,833 | -338 | -0.9% | -$9,704 | 减仓 |
| PSX | PHILLIPS 66 | $104.99万 | 0.01% | 5,763 | 833 | 16.9% | $15.18万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $104.80万 | 0.01% | 3,651 | -2,038 | -35.8% | -$58.50万 | 减仓 |
| GIS | GENERAL MILLS INC | $103.61万 | 0.01% | 27,837 | -817 | -2.9% | -$3.04万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $103.46万 | 0.01% | 11,696 | -10,799 | -48.0% | -$95.53万 | 减仓 |
| SHYG | ISHARES TR | $102.14万 | 0.01% | 24,140 | 19,040 | 373.3% | $80.56万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $101.38万 | 0.01% | 3,100 | -18,242 | -85.5% | -$596.60万 | 减仓 |
| AMLP | ALPS ETF TR | $100.92万 | 0.01% | 19,171 | 2,600 | 15.7% | $13.69万 | 加仓 |
| MDT | MEDTRONIC PLC | $100.54万 | 0.01% | 11,603 | -1,341 | -10.4% | -$11.62万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $100.04万 | 0.01% | 4,734 | -222 | -4.5% | -$4.69万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $99.73万 | 0.01% | 3,571 | -702 | -16.4% | -$19.60万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.49万 | 0.01% | 5,678 | -1,042 | -15.5% | -$18.07万 | 减仓 |
| DOV | DOVER CORP | $97.86万 | 0.01% | 4,695 | -2,070 | -30.6% | -$43.15万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $97.22万 | 0.01% | 12,011 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $96.19万 | 0.01% | 15,723 | -722 | -4.4% | -$4.42万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $95.55万 | 0.01% | 1,828 | 66 | 3.7% | $3.45万 | 加仓 |
| CDE | COEUR MNG INC | $95.07万 | 0.01% | 50,652 | 50,652 | — | $95.07万 | 新建仓 |
| SGOV | ISHARES TR | $94.86万 | 0.01% | 9,424 | 4,512 | 91.9% | $45.42万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $94.13万 | 0.01% | 15,419 | 4,705 | 43.9% | $28.72万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $93.94万 | 0.01% | 16,574 | 5,962 | 56.2% | $33.79万 | 加仓 |
| ET | ENERGY TRANSFER L P | $91.73万 | 0.01% | 47,528 | -1,409 | -2.9% | -$2.72万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $91.37万 | 0.01% | 17,318 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $90.67万 | 0.01% | 37,888 | 49 | 0.1% | $1,173 | 加仓 |
| PGR | PROGRESSIVE CORP | $88.63万 | 0.01% | 4,471 | -24,076 | -84.3% | -$477.26万 | 减仓 |
| ADSK | AUTODESK INC | $88.27万 | 0.01% | 5,598 | -25 | -0.4% | -$3,942 | 减仓 |
| VST | VISTRA CORP | $86.09万 | 0.01% | 5,727 | 5,727 | — | $86.09万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $85.89万 | 0.01% | 204 | 4 | 2.0% | $1.68万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $85.32万 | 0.01% | 22,208 | 2,275 | 11.4% | $8.74万 | 重新持有 |
| BKD | BROOKDALE SR LIVING INC | $84.54万 | 0.01% | 61,799 | -13,201 | -17.6% | -$18.06万 | 减仓 |
| ADBE | ADOBE INC | $84.31万 | 0.01% | 3,468 | -984 | -22.1% | -$23.92万 | 减仓 |
| TFI | SPDR SERIES TRUST | $83.72万 | 0.01% | 18,464 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $82.73万 | 0.01% | 8,965 | 8,965 | — | $82.73万 | 新建仓 |
| CME | CME GROUP INC | $82.68万 | 0.01% | 2,800 | -206 | -6.9% | -$6.08万 | 减仓 |
| GDX | VANECK ETF TRUST | $82.48万 | 0.01% | 8,988 | 502 | 5.9% | $4.61万 | 加仓 |
| IJS | ISHARES TR | $82.39万 | 0.01% | 6,956 | -57 | -0.8% | -$6,752 | 减仓 |
| DLN | WISDOMTREE TR | $82.34万 | 0.01% | 9,218 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $82.16万 | 0.01% | 45,899 | 45,899 | — | $82.16万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $81.49万 | 0.01% | 2,727 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $80.36万 | 0.01% | 14,710 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $78.03万 | 0.01% | 5,392 | 21 | 0.4% | $3,039 | 加仓 |
| SUSC | ISHARES TR | $77.62万 | 0.01% | 33,548 | 22,304 | 198.4% | $51.61万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $77.18万 | 0.01% | 15,632 | -2,602 | -14.3% | -$12.85万 | 减仓 |
| CTVA | CORTEVA INC | $76.46万 | 0.01% | 9,134 | 5,055 | 123.9% | $42.32万 | 加仓 |
| IMAX | IMAX CORP | $76.34万 | 0.01% | 20,085 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $76.34万 | 0.01% | 36,076 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $75.53万 | 0.01% | 3,761 | -502 | -11.8% | -$10.08万 | 减仓 |
| UL | UNILEVER PLC | $75.51万 | 0.01% | 13,254 | 23 | 0.2% | $1,310 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $74.77万 | 0.01% | 4,731 | 30 | 0.6% | $4,741 | 加仓 |
| SPYM | SPDR SERIES TRUST | $74.40万 | 0.01% | 9,720 | -20,912 | -68.3% | -$160.06万 | 减仓 |
| FIGS | FIGS INC | $73.85万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $73.70万 | 0.01% | 7,636 | 2,683 | 54.2% | $25.89万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $73.69万 | 0.01% | 16,058 | -6,972 | -30.3% | -$31.99万 | 减仓 |
| IBB | ISHARES TR | $72.41万 | 0.01% | 4,289 | -541 | -11.2% | -$9.13万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $72.06万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $71.91万 | 0.01% | 6,400 | 69 | 1.1% | $7,752 | 加仓 |
| URI | UNITED RENTALS INC | $71.90万 | 0.01% | 987 | 66 | 7.2% | $4.81万 | 加仓 |
| SHY | ISHARES TR | $71.56万 | 0.01% | 8,667 | 5 | 0.1% | $413 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $69.97万 | 0.01% | 9,065 | -2,053 | -18.5% | -$15.85万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $69.89万 | 0.01% | 20,019 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $69.63万 | 0.01% | 8,852 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $69.51万 | 0.01% | 3,772 | 54 | 1.5% | $9,952 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $69.19万 | 0.01% | 9,102 | -168 | -1.8% | -$1.28万 | 减仓 |
| NOBL | PROSHARES TR | $68.49万 | 0.01% | 6,461 | 12 | 0.2% | $1,272 | 加仓 |