RWA WEALTH PARTNERS, LLC
BOSTON MA · SEC CIK 0001544576
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EMXC | ISHARES INC | $155.89万 | 0.01% | 15,239 | 6,387 | 72.2% | $65.34万 | 加仓 |
| VV | VANGUARD INDEX FDS | $153.78万 | 0.01% | 4,472 | 1,745 | 64.0% | $60.00万 | 加仓 |
| BX | BLACKSTONE INC | $147.39万 | 0.01% | 12,526 | 3,194 | 34.2% | $37.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $143.23万 | 0.01% | 14,016 | 493 | 3.6% | $5.04万 | 加仓 |
| SNA | SNAP ON INC | $142.45万 | 0.01% | 3,540 | 342 | 10.7% | $13.76万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $142.35万 | 0.01% | 10,405 | 353 | 3.5% | $4.83万 | 加仓 |
| SOXX | ISHARES TR | $141.80万 | 0.01% | 2,213 | 263 | 13.5% | $16.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $139.83万 | 0.01% | 13,450 | 2,169 | 19.2% | $22.55万 | 加仓 |
| MPC | MARATHON PETE CORP | $139.82万 | 0.01% | 5,469 | -480 | -8.1% | -$12.27万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $139.70万 | 0.01% | 13,931 | 13,931 | — | $139.70万 | 新建仓 |
| IJT | ISHARES TR | $139.35万 | 0.01% | 7,802 | 2,410 | 44.7% | $43.04万 | 加仓 |
| EWC | ISHARES INC | $139.23万 | 0.01% | 24,155 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $138.77万 | 0.01% | 24,570 | 7,996 | 48.2% | $45.16万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.82万 | 0.01% | 2,714 | 3 | 0.1% | $1,490 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $133.14万 | 0.01% | 35,734 | 29,908 | 513.4% | $111.44万 | 加仓 |
| HYG | ISHARES TR | $127.04万 | 0.01% | 15,886 | 142 | 0.9% | $1.14万 | 加仓 |
| IWV | ISHARES TR | $126.85万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $125.03万 | 0.01% | 9,783 | -780 | -7.4% | -$9.97万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $123.00万 | 0.01% | 17,046 | -98,921 | -85.3% | -$713.80万 | 减仓 |
| FXI | ISHARES TR | $121.31万 | 0.01% | 38,400 | 900 | 2.4% | $2.84万 | 加仓 |
| VDE | VANGUARD WORLD FD | $120.21万 | 0.01% | 8,007 | 5,841 | 269.7% | $87.69万 | 加仓 |
| PGR | PROGRESSIVE CORP | $119.38万 | 0.01% | 5,465 | 994 | 22.2% | $21.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.29万 | 0.01% | 10,224 | -7,492 | -42.3% | -$87.41万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $118.97万 | 0.01% | 3,051 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $118.11万 | 0.01% | 7,761 | -14 | -0.2% | -$2,131 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $117.14万 | 0.01% | 3,161 | 61 | 2.0% | $2.26万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $116.55万 | 0.01% | 9,938 | -18 | -0.2% | -$2,111 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $115.50万 | 0.01% | 3,355 | 9 | 0.3% | $3,098 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $114.71万 | 0.01% | 3,646 | -5 | -0.1% | -$1,573 | 减仓 |
| CAH | CARDINAL HEALTH INC | $113.53万 | 0.01% | 4,779 | 45 | 1.0% | $1.07万 | 加仓 |
| HSY | HERSHEY CO | $113.29万 | 0.01% | 6,457 | -1,017 | -13.6% | -$17.84万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $113.15万 | 0.01% | 8,677 | -3,575 | -29.2% | -$46.62万 | 减仓 |
| URI | UNITED RENTALS INC | $111.75万 | 0.01% | 986 | -1 | -0.1% | -$1,133 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $110.79万 | 0.01% | 4,460 | 889 | 24.9% | $22.08万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $110.48万 | 0.01% | 3,265 | -33 | -1.0% | -$1.12万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $110.27万 | 0.01% | 19,066 | -6,297 | -24.8% | -$36.42万 | 减仓 |
| MCO | MOODYS CORP | $109.65万 | 0.01% | 2,421 | -8 | -0.3% | -$3,623 | 减仓 |
| AFL | AFLAC INC | $108.49万 | 0.01% | 9,252 | -391 | -4.1% | -$4.58万 | 减仓 |
| CEMB | ISHARES INC | $108.19万 | 0.01% | 23,700 | -200 | -0.8% | -$9,130 | 减仓 |
| PSX | PHILLIPS 66 | $107.48万 | 0.01% | 6,358 | 595 | 10.3% | $10.06万 | 加仓 |
| DOV | DOVER CORP | $106.53万 | 0.01% | 4,750 | 55 | 1.2% | $1.23万 | 加仓 |
| INTU | INTUIT | $106.07万 | 0.01% | 4,064 | -404 | -9.0% | -$10.54万 | 减仓 |
| AMLP | ALPS ETF TR | $104.59万 | 0.01% | 20,171 | 1,000 | 5.2% | $5.18万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $103.60万 | 0.01% | 6,861 | 6,861 | — | $103.60万 | 新建仓 |
| IGV | ISHARES TR | $103.22万 | 0.01% | 11,393 | 7,079 | 164.1% | $64.13万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $102.21万 | 0.01% | 10,946 | -750 | -6.4% | -$7.00万 | 减仓 |
| FSLR | FIRST SOLAR INC | $101.82万 | 0.01% | 4,315 | 4,315 | — | $101.82万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $101.63万 | 0.01% | 1,039 | 755 | 265.8% | $73.85万 | 加仓 |
| O | REALTY INCOME CORP | $99.66万 | 0.01% | 16,084 | 361 | 2.3% | $2.24万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $99.43万 | 0.01% | 61,799 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $98.73万 | 0.01% | 3,314 | 815 | 32.6% | $24.28万 | 加仓 |
| IJS | ISHARES TR | $97.97万 | 0.01% | 7,168 | 212 | 3.0% | $2.90万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $97.91万 | 0.01% | 5,405 | -820 | -13.2% | -$14.85万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $96.58万 | 0.01% | 34,200 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $96.52万 | 0.01% | 5,910 | 3 | 0.1% | $490 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $96.42万 | 0.01% | 26,739 | 26,739 | — | $96.42万 | 新建仓 |
| BCS | BARCLAYS PLC | $96.09万 | 0.01% | 35,774 | -302 | -0.8% | -$8,112 | 减仓 |
| SHYG | ISHARES TR | $96.08万 | 0.01% | 22,656 | -1,484 | -6.1% | -$6.29万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $95.33万 | 0.01% | 39,490 | 39,490 | — | $95.33万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $94.98万 | 0.01% | 5,699 | 21 | 0.4% | $3,500 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $94.47万 | 0.01% | 17,021 | 1,602 | 10.4% | $8.89万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $94.01万 | 0.01% | 6,865 | -154 | -2.2% | -$2.11万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $93.55万 | 0.01% | 38,015 | 127 | 0.3% | $3,125 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $93.35万 | 0.01% | 5,779 | -236 | -3.9% | -$3.81万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $93.23万 | 0.01% | 3,761 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $92.77万 | 0.01% | 9,126 | -475 | -4.9% | -$4.83万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $92.21万 | 0.01% | 8,933 | 8,933 | — | $92.21万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $91.28万 | 0.01% | 5,121 | 21 | 0.4% | $3,743 | 加仓 |
| ET | ENERGY TRANSFER L P | $90.87万 | 0.01% | 47,528 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $88.94万 | 0.01% | 278 | 160 | 135.6% | $51.19万 | 加仓 |
| MDT | MEDTRONIC PLC | $88.83万 | 0.01% | 11,355 | -248 | -2.1% | -$1.94万 | 减仓 |
| DLN | WISDOMTREE TR | $88.79万 | 0.01% | 9,218 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $88.40万 | 0.01% | 1,227 | 425 | 53.0% | $30.62万 | 加仓 |
| GLDM | WORLD GOLD TR | $88.21万 | 0.01% | 11,107 | -3,659 | -24.8% | -$29.06万 | 减仓 |
| KR | KROGER CO | $87.40万 | 0.01% | 15,740 | -1,587 | -9.2% | -$8.81万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $86.42万 | 0.01% | 9,834 | 114 | 1.2% | $1.00万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $85.18万 | 0.01% | 15,888 | 256 | 1.6% | $1.37万 | 加仓 |
| IXN | ISHARES TR | $84.78万 | 0.01% | 5,868 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $84.57万 | 0.01% | 18,464 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $84.34万 | 0.01% | 10,272 | 1,605 | 18.5% | $13.18万 | 加仓 |
| GIS | GENERAL MILLS INC | $83.97万 | 0.01% | 24,128 | -3,709 | -13.3% | -$12.91万 | 减仓 |
| RY | ROYAL BK CDA | $83.31万 | 0.01% | 4,025 | -2,814 | -41.1% | -$58.24万 | 减仓 |
| CDE | COEUR MNG INC | $82.68万 | 0.01% | 50,662 | 10 | 0.0% | $163 | 加仓 |
| ULTA | ULTA BEAUTY INC | $82.53万 | 0.01% | 1,830 | 2 | 0.1% | $902 | 加仓 |
| VOE | VANGUARD INDEX FDS | $81.95万 | 0.01% | 4,147 | 375 | 9.9% | $7.41万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $81.55万 | 0.01% | 8,710 | -392 | -4.3% | -$3.67万 | 减仓 |
| ADSK | AUTODESK INC | $80.70万 | 0.01% | 5,595 | -3 | -0.1% | -$433 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $80.47万 | 0.01% | 10,868 | -1,143 | -9.5% | -$8.46万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $80.26万 | 0.01% | 20,019 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $80.06万 | 0.01% | 20,085 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $79.94万 | 0.01% | 4,765 | -21,706 | -82.0% | -$364.14万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $78.83万 | 0.01% | 17,318 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $77.94万 | 0.01% | 12,964 | -290 | -2.2% | -$1.74万 | 减仓 |
| SUSC | ISHARES TR | $77.67万 | 0.01% | 33,548 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $77.61万 | 0.01% | 6,757 | 357 | 5.6% | $4.10万 | 加仓 |
| ESML | ISHARES TR | $77.58万 | 0.01% | 13,871 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $77.51万 | 0.01% | 9,153 | 19 | 0.2% | $1,609 | 加仓 |
| YUM | YUM BRANDS INC | $76.72万 | 0.01% | 4,799 | 1,159 | 31.8% | $18.53万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $76.71万 | 0.01% | 6,569 | 967 | 17.3% | $11.29万 | 加仓 |
| EXC | EXELON CORP | $75.53万 | 0.01% | 16,201 | -9,286 | -36.4% | -$43.29万 | 减仓 |