13F 机构持仓

RWA WEALTH PARTNERS, LLC

BOSTON MA · SEC CIK 0001544576

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.5%
VEA 10.2%
AGG 9.4%
VTV 7.4%
VGSH 3.3%
MUB 2.7%
VWO 2.7%
VTEB 2.3%
AAPL 2.2%
CNEQ 1.7%

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
WYNN WYNN RESORTS LTD $68.25万0.01%6,721 -6,291-48.3% -$63.89万 减仓
Q QNITY ELECTRONICS INC $68.16万0.01%5,907 2,75387.3% $31.76万 加仓
BSM BLACK STONE MINERALS L P $67.96万0.01%44,949 -1,461-3.1% -$2.21万 减仓
LH LABCORP HOLDINGS INC $67.58万0.01%2,533 10.0% $267 加仓
SPMO INVESCO EXCH TRADED FD TR II $67.43万0.01%6,015 -8,968-59.9% -$100.53万 减仓
VMBS VANGUARD SCOTTSDALE FDS $67.10万0.01%14,293 -4,747-24.9% -$22.29万 减仓
SHAK SHAKE SHACK INC $66.56万0.01%7,524 00.0% — 不变
PYPL PAYPAL HLDGS INC $65.72万0.01%14,530 -9,189-38.7% -$41.56万 减仓
HAP VANECK ETF TRUST $65.58万0.01%9,049 00.0% — 不变
ESML ISHARES TR $65.22万0.01%13,871 00.0% — 不变
WEC WEC ENERGY GROUP INC $64.86万0.01%5,602 -461-7.6% -$5.34万 减仓
ORLY OREILLY AUTOMOTIVE INC $64.30万0.01%6,965 -141,838-95.3% -$1,309.33万 减仓
SOXX ISHARES TR $64.09万0.01%1,950 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $63.07万0.01%4,664 -236-4.8% -$3.19万 减仓
GM GENERAL MTRS CO $62.33万0.01%8,367 180.2% $1,341 加仓
RKLB ROCKET LAB CORP $61.66万0.01%9,601 -45-0.5% -$2,890 减仓
VLO VALERO ENERGY CORP $61.61万0.01%2,493 -106-4.1% -$2.62万 减仓
WSO WATSCO INC $61.38万0.01%1,687 20.1% $728 加仓
VTR VENTAS INC $60.80万0.01%7,434 90.1% $736 加仓
PAYX PAYCHEX INC $60.66万0.01%6,585 3535.7% $3.25万 加仓
WAT WATERS CORP $60.19万0.01%2,021 2,021— $60.19万 新建仓
ESGU ISHARES TR $60.00万0.01%4,243 00.0% — 不变
STE STERIS PLC $59.99万0.01%2,713 40.1% $885 加仓
TDVG T ROWE PRICE ETF INC $59.52万0.01%13,337 -33,189-71.3% -$148.12万 减仓
TRV TRAVELERS COMPANIES INC $59.42万0.01%2,037 361.8% $1.05万 加仓
VIOV VANGUARD ADMIRAL FDS INC $59.17万0.01%5,816 00.0% — 不变
LIND LINDBLAD EXPEDITIONS HLDGS I $59.17万0.01%34,200 -3,300-8.8% -$5.71万 减仓
IXN ISHARES TR $58.67万0.01%5,868 00.0% — 不变
PCAR PACCAR INC $58.35万0.01%5,052 1,61046.8% $18.60万 加仓
DSI ISHARES TR $58.11万0.01%4,795 -700-12.7% -$8.48万 减仓
CLF CLEVELAND-CLIFFS INC NEW $58.00万0.01%68,634 -14,578-17.5% -$12.32万 减仓
ECL ECOLAB INC $57.19万0.01%2,150 1075.2% $2.85万 加仓
MGC VANGUARD WORLD FD $56.71万0.01%2,399 -105-4.2% -$2.48万 减仓
YUM YUM BRANDS INC $56.60万0.01%3,640 -2-0.1% -$311 减仓
JLL JONES LANG LASALLE INC $56.18万0.01%1,846 643.6% $1.95万 加仓
TEL TE CONNECTIVITY PLC $55.68万0.01%2,664 1,363104.8% $28.49万 加仓
— KRANESHARES TRUST $55.23万0.01%17,701 00.0% — 不变
— DUPONT DE NEMOURS INC $55.15万0.01%12,041 5,60187.0% $25.65万 加仓
ATO ATMOS ENERGY CORP $54.74万0.01%2,963 1545.5% $2.84万 加仓
VCEB VANGUARD WORLD FD $54.45万0.01%8,667 -1,557-15.2% -$9.78万 减仓
L LOEWS CORP $53.50万0.01%5,012 00.0% — 不变
H HYATT HOTELS CORP $52.17万0.01%3,628 00.0% — 不变
SBR SABINE RTY TR $51.75万0.01%6,869 00.0% — 不变
DASH DOORDASH INC $51.73万0.01%3,445 -849-19.8% -$12.75万 减仓
NOC NORTHROP GRUMMAN CORP $50.84万0.01%745 -8-1.1% -$5,460 减仓
ISCF ISHARES TR $50.55万0.01%12,097 -2,636-17.9% -$11.02万 减仓
SOXL DIREXION SHARES ETF TRUST $49.66万0.01%10,365 -45-0.4% -$2,156 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $49.46万0.01%8,908 2,81246.1% $15.61万 加仓
MSI MOTOROLA SOLUTIONS INC $49.34万0.01%1,137 46468.9% $20.14万 加仓
RSG REPUBLIC SVCS INC $49.19万0.01%2,246 1688.1% $3.68万 加仓
EUFN ISHARES TR $48.79万0.01%14,000 -10-0.1% -$348 减仓
STT STATE STR CORP $48.75万0.01%3,852 1,02436.2% $12.96万 加仓
— DIMENSIONAL ETF TRUST $48.58万0.01%12,500 00.0% — 不变
SLV ISHARES SILVER TR $48.41万0.01%7,104 7,104— $48.41万 新建仓
ROST ROSS STORES INC $48.31万0.01%2,230 98278.7% $21.27万 加仓
COKE COCA COLA CONS INC $48.24万0.01%2,516 -10-0.4% -$1,917 减仓
IYY ISHARES TR $48.23万0.01%3,044 00.0% — 不变
WRB BERKLEY W R CORP $48.12万0.01%7,260 -24-0.3% -$1,591 减仓
NEAR ISHARES U S ETF TR $48.08万0.01%9,458 640.7% $3,253 加仓
SHOP SHOPIFY INC $47.03万0.01%3,965 922.4% $1.09万 加仓
MET METLIFE INC $46.84万0.01%6,623 -529-7.4% -$3.74万 减仓
CPRT COPART INC $46.64万0.01%14,048 460.3% $1,527 加仓
XLI SELECT SECTOR SPDR TR $46.56万0.01%2,879 61427.1% $9.93万 加仓
COIN COINBASE GLOBAL INC $46.29万0.01%2,651 25010.4% $4.37万 加仓
IYE ISHARES TR $45.99万0.01%7,100 00.0% — 不变
USB US BANCORP $45.98万0.01%8,841 730.8% $3,797 加仓
IYF ISHARES TR $45.83万0.01%3,895 00.0% — 不变
EIS ISHARES INC $45.74万0.01%3,942 00.0% — 不变
IGSB ISHARES TR $45.69万0.01%8,692 00.0% — 不变
— FIDELITY COVINGTON TRUST $45.49万0.00%19,910 00.0% — 不变
OSIS OSI SYSTEMS INC $45.14万0.00%1,700 00.0% — 不变
CALI BLACKROCK ETF TRUST II $45.11万0.00%8,946 -158-1.7% -$7,968 减仓
IWO ISHARES TR $45.00万0.00%1,434 64180.8% $20.12万 加仓
— FIDELITY MERRIMACK STR TR $44.96万0.00%9,540 00.0% — 不变
LNG CHENIERE ENERGY INC $44.90万0.00%1,582 71682.7% $20.32万 重新持有
LFUS LITTELFUSE INC $44.90万0.00%1,323 00.0% — 不变
TIP ISHARES TR $44.27万0.00%4,011 00.0% — 不变
PWR QUANTA SVCS INC $44.04万0.00%802 15624.1% $8.57万 加仓
AJG GALLAGHER ARTHUR J & CO $43.82万0.00%2,023 -814-28.7% -$17.63万 减仓
EWJ ISHARES INC $43.73万0.00%5,179 -22-0.4% -$1,858 减仓
NVMI NOVA LTD $43.43万0.00%1,000 00.0% — 不变
LVS LAS VEGAS SANDS CORP $43.05万0.00%7,990 640.8% $3,448 加仓
ITA ISHARES TR $42.54万0.00%1,945 00.0% — 不变
XYL XYLEM INC $42.52万0.00%3,558 1444.2% $1.72万 加仓
— WISDOMTREE TR $41.89万0.00%5,840 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $41.34万0.00%8,110 1,31619.4% $6.71万 加仓
ONB OLD NATL BANCORP IND $40.83万0.00%18,475 00.0% — 不变
FICO FAIR ISAAC CORP $40.57万0.00%380 -2-0.5% -$2,135 减仓
— TASEKO MINES LTD $39.90万0.00%61,856 00.0% — 不变
AZO AUTOZONE INC $39.86万0.00%118 -290-71.1% -$97.96万 减仓
UPS UNITED PARCEL SVCS INC $39.49万0.00%4,014 892.3% $8,756 加仓
DOCU DOCUSIGN INC $39.45万0.00%8,320 -4,863-36.9% -$23.06万 减仓
TDG TRANSDIGM GROUP INC $39.09万0.00%337 20.6% $2,320 加仓
BRO BROWN & BROWN INC $38.76万0.00%5,944 00.0% — 不变
ED CONSOLIDATED EDISON INC $38.12万0.00%3,368 -136-3.9% -$1.54万 减仓
EXEL EXELIXIS INC $37.77万0.00%8,806 -1,220-12.2% -$5.23万 减仓
BSX BOSTON SCIENTIFIC CORP $37.71万0.00%6,009 -40-0.7% -$2,510 减仓
VDE VANGUARD WORLD FD $37.48万0.00%2,166 542.6% $9,344 加仓
EQT EQT CORP $37.24万0.00%5,851 280.5% $1,782 加仓
FBND FIDELITY MERRIMACK STR TR $37.00万0.00%8,111 -683-7.8% -$3.12万 减仓