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 |
|---|---|---|---|---|---|---|---|---|
| — | TOUCHSTONE ETF TRUST | $36.75万 | 0.00% | 15,736 | 15,736 | — | $36.75万 | 新建仓 |
| VTRS | VIATRIS INC | $36.43万 | 0.00% | 26,967 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $36.29万 | 0.00% | 4,809 | -97 | -2.0% | -$7,320 | 减仓 |
| VAW | VANGUARD WORLD FD | $36.17万 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $35.72万 | 0.00% | 9,934 | 30 | 0.3% | $1,079 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $35.42万 | 0.00% | 4,320 | -180 | -4.0% | -$1.48万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $35.15万 | 0.00% | 4,671 | -14 | -0.3% | -$1,054 | 减仓 |
| NTNX | NUTANIX INC | $34.99万 | 0.00% | 9,206 | -1,544 | -14.4% | -$5.87万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $34.91万 | 0.00% | 4,809 | -103 | -2.1% | -$7,477 | 减仓 |
| IGOV | ISHARES TR | $34.66万 | 0.00% | 8,440 | 82 | 1.0% | $3,367 | 加仓 |
| IGV | ISHARES TR | $34.53万 | 0.00% | 4,314 | 584 | 15.7% | $4.67万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.38万 | 0.00% | 12,583 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $34.31万 | 0.00% | 3,749 | -997 | -21.0% | -$9.12万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.23万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $33.88万 | 0.00% | 1,963 | 26 | 1.3% | $4,487 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $33.78万 | 0.00% | 14,834 | -128 | -0.9% | -$2,915 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $33.72万 | 0.00% | 6,891 | -338 | -4.7% | -$1.65万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $33.72万 | 0.00% | 9,167 | -874 | -8.7% | -$3.21万 | 减仓 |
| EWY | ISHARES INC | $33.69万 | 0.00% | 2,739 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $33.67万 | 0.00% | 9,271 | 2,425 | 35.4% | $8.81万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $33.54万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $32.99万 | 0.00% | 31,297 | 6,000 | 23.7% | $6.32万 | 加仓 |
| XBI | SPDR SERIES TRUST | $32.74万 | 0.00% | 2,563 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $32.66万 | 0.00% | 3,066 | 8 | 0.3% | $852 | 加仓 |
| — | VANECK ETF TRUST | $32.62万 | 0.00% | 1,300 | 1,300 | — | $32.62万 | 新建仓 |
| LEN | LENNAR CORP | $32.40万 | 0.00% | 3,731 | 10 | 0.3% | $868 | 加仓 |
| SPYG | SPDR SERIES TRUST | $32.39万 | 0.00% | 3,308 | 576 | 21.1% | $5.64万 | 加仓 |
| APA | APA CORPORATION | $31.91万 | 0.00% | 7,519 | 7,519 | — | $31.91万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $31.64万 | 0.00% | 4,350 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $31.22万 | 0.00% | 6,389 | 3 | 0.0% | $147 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $31.04万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $30.75万 | 0.00% | 398 | -2 | -0.5% | -$1,545 | 减仓 |
| ONON | ON HLDG AG | $30.62万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $30.59万 | 0.00% | 435 | 435 | — | $30.59万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $30.33万 | 0.00% | 1,437 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $30.33万 | 0.00% | 1,547 | 3 | 0.2% | $588 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.12万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $30.06万 | 0.00% | 4,877 | -3,192 | -39.6% | -$19.68万 | 减仓 |
| BORR | BORR DRILLING LTD | $29.99万 | 0.00% | 51,977 | -42 | -0.1% | -$242 | 减仓 |
| DOW | DOW HLDGS INC | $29.82万 | 0.00% | 7,159 | 7,159 | — | $29.82万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $29.47万 | 0.00% | 31,087 | 84 | 0.3% | $796 | 加仓 |
| VSGX | VANGUARD WORLD FD | $29.39万 | 0.00% | 4,097 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $28.86万 | 0.00% | 2,970 | -391 | -11.6% | -$3.80万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $28.52万 | 0.00% | 3,698 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $28.40万 | 0.00% | 1,454 | -205 | -12.4% | -$4.00万 | 重新持有 |
| NVR | NVR INC | $28.34万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $28.20万 | 0.00% | 5,604 | -551 | -9.0% | -$2.77万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $28.20万 | 0.00% | 479 | 19 | 4.1% | $1.12万 | 加仓 |
| COMT | ISHARES U S ETF TR | $28.15万 | 0.00% | 8,326 | 8,326 | — | $28.15万 | 新建仓 |
| RBLX | ROBLOX CORP | $28.04万 | 0.00% | 4,958 | -12 | -0.2% | -$679 | 减仓 |
| SVM | SILVERCORP METALS INC | $27.95万 | 0.00% | 26,025 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $27.93万 | 0.00% | 6,130 | -64 | -1.0% | -$2,916 | 减仓 |
| DAL | DELTA AIR LINES INC | $27.87万 | 0.00% | 4,192 | -1,704 | -28.9% | -$11.33万 | 减仓 |
| MFC | MANULIFE FINL CORP | $27.60万 | 0.00% | 8,014 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $27.55万 | 0.00% | 1,393 | 27 | 2.0% | $5,341 | 加仓 |
| PLAB | PHOTRONICS INC | $27.48万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $27.14万 | 0.00% | 1,877 | -188 | -9.1% | -$2.72万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.13万 | 0.00% | 4,329 | 8 | 0.2% | $501 | 加仓 |
| SLB | SLB LIMITED | $27.10万 | 0.00% | 5,273 | -402 | -7.1% | -$2.07万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.02万 | 0.00% | 4,182 | 48 | 1.2% | $3,101 | 加仓 |
| BIDU | BAIDU INC | $26.46万 | 0.00% | 2,375 | -48 | -2.0% | -$5,348 | 减仓 |
| LPX | LOUISIANA PAC CORP | $26.34万 | 0.00% | 3,621 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $26.27万 | 0.00% | 3,281 | 36 | 1.1% | $2,883 | 加仓 |
| GPC | GENUINE PARTS CO | $26.19万 | 0.00% | 2,477 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $26.18万 | 0.00% | 19,683 | -1,944 | -9.0% | -$2.59万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.02万 | 0.00% | 206 | -2 | -1.0% | -$2,526 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $25.97万 | 0.00% | 7,017 | 1 | 0.0% | $37 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $25.74万 | 0.00% | 3,850 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $25.47万 | 0.00% | 284 | -44 | -13.4% | -$3.95万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $25.46万 | 0.00% | 2,729 | 2,729 | — | $25.46万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $25.43万 | 0.00% | 2,725 | -4 | -0.1% | -$373 | 减仓 |
| EMHC | SPDR SERIES TRUST | $25.42万 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25.41万 | 0.00% | 2,810 | -225 | -7.4% | -$2.03万 | 减仓 |
| AON | AON PLC | $25.18万 | 0.00% | 780 | -733 | -48.4% | -$23.67万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.12万 | 0.00% | 3,456 | -2 | -0.1% | -$145 | 重新持有 |
| DGS | WISDOMTREE TR | $25.03万 | 0.00% | 4,164 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $25.02万 | 0.00% | 919 | -14,631 | -94.1% | -$398.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $24.75万 | 0.00% | 2,499 | -40 | -1.6% | -$3,962 | 减仓 |
| ATR | APTARGROUP INC | $24.46万 | 0.00% | 1,941 | -985 | -33.7% | -$12.41万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.37万 | 0.00% | 4,328 | -83,639 | -95.1% | -$470.96万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.28万 | 0.00% | 583 | 3 | 0.5% | $1,250 | 加仓 |
| HEFA | ISHARES TR | $24.18万 | 0.00% | 5,690 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.87万 | 0.00% | 2,949 | 13 | 0.4% | $1,052 | 加仓 |
| SJNK | SPDR SERIES TRUST | $23.83万 | 0.00% | 9,540 | -5,700 | -37.4% | -$14.24万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $23.64万 | 0.00% | 1,925 | 2 | 0.1% | $246 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.63万 | 0.00% | 3,858 | 3,858 | — | $23.63万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.61万 | 0.00% | 1,803 | 1,803 | — | $23.61万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $23.58万 | 0.00% | 1,146 | 1,146 | — | $23.58万 | 新建仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $23.17万 | 0.00% | 19,500 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES INC | $23.13万 | 0.00% | 4,259 | -126 | -2.9% | -$6,843 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $23.01万 | 0.00% | 1,272 | 24 | 1.9% | $4,341 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $22.85万 | 0.00% | 9,005 | 9,005 | — | $22.85万 | 新建仓 |
| HL | HECLA MINING COMPANY | $22.61万 | 0.00% | 12,139 | 12,139 | — | $22.61万 | 新建仓 |
| AOM | ISHARES TR | $22.46万 | 0.00% | 4,742 | 113 | 2.4% | $5,353 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $22.01万 | 0.00% | 11,905 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $22.00万 | 0.00% | 4,118 | 24 | 0.6% | $1,282 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.98万 | 0.00% | 1,056 | -2,234 | -67.9% | -$46.50万 | 减仓 |
| ITOT | ISHARES TR | $21.92万 | 0.00% | 1,539 | 1,539 | — | $21.92万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $21.82万 | 0.00% | 2,166 | 2,166 | — | $21.82万 | 新建仓 |
| ZTS | ZOETIS INC | $21.68万 | 0.00% | 1,834 | -442 | -19.4% | -$5.22万 | 减仓 |