13F 机构持仓

RWA WEALTH PARTNERS, LLC

BOSTON MA · SEC CIK 0001544576

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.1%
VEA 10.3%
AGG 8.7%
VTV 7.3%
VWO 2.7%
VGSH 2.5%
AAPL 2.3%
MUB 2.3%
CNEQ 2.2%
VTEB 2.2%

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
JMST J P MORGAN EXCHANGE TRADED F $41.36万0.00%8,110 00.0% — 不变
CALI BLACKROCK ETF TRUST II $41.20万0.00%8,153 -793-8.9% -$4.01万 减仓
SNDK SANDISK CORP $40.88万0.00%180 180— $40.88万 新建仓
PYPL PAYPAL HLDGS INC $40.82万0.00%9,455 -5,075-34.9% -$21.91万 减仓
HEDJ WISDOMTREE TR $40.81万0.00%7,160 7,160— $40.81万 新建仓
XYL XYLEM INC $40.72万0.00%3,445 -113-3.2% -$1.34万 减仓
DBEF DBX ETF TR $40.63万0.00%7,437 7,437— $40.63万 新建仓
XBI SPDR SERIES TRUST $40.56万0.00%2,563 00.0% — 不变
CWB SPDR SERIES TRUST $40.42万0.00%3,749 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $40.41万0.00%9,959 250.3% $1,015 加仓
IYE ISHARES TR $40.18万0.00%7,100 00.0% — 不变
CPRT COPART INC $39.47万0.00%14,002 -46-0.3% -$1,297 减仓
SPYG SPDR SERIES TRUST $39.36万0.00%3,308 00.0% — 不变
FQAL FIDELITY COVINGTON TRUST $39.17万0.00%4,814 50.1% $407 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $38.93万0.00%4,332 30.1% $270 加仓
PATH UIPATH INC $38.90万0.00%35,785 35,785— $38.90万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $38.80万0.00%402 402— $38.80万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $38.77万0.00%11,645 -10,563-47.6% -$35.16万 减仓
LITE LUMENTUM HLDGS INC $38.71万0.00%451 163.7% $1.37万 加仓
DIA STATE STR SPDR DOW JONES IND $38.61万0.00%739 00.0% — 不变
DAL DELTA AIR LINES INC $38.41万0.00%4,101 -91-2.2% -$8,522 减仓
ED CONSOLIDATED EDISON INC $38.18万0.00%3,451 832.5% $9,184 加仓
BRO BROWN & BROWN INC $38.13万0.00%5,944 00.0% — 不变
TDVG T ROWE PRICE EXCHANGE-TRADED $37.78万0.00%7,706 -5,631-42.2% -$27.61万 减仓
NOC NORTHROP GRUMMAN CORP $37.78万0.00%742 -3-0.4% -$1,527 减仓
JVAL J P MORGAN EXCHANGE TRADED F $37.49万0.00%6,393 40.1% $235 加仓
OSIS OSI SYSTEMS INC $37.18万0.00%1,700 00.0% — 不变
HEI/A HEICO CORP NEW $37.09万0.00%1,438 10.1% $258 加仓
LVS LAS VEGAS SANDS CORP $36.73万0.00%7,953 -37-0.5% -$1,709 减仓
VAW VANGUARD WORLD FD $36.72万0.00%1,605 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $36.50万0.00%592 592— $36.50万 新建仓
BHP BHP BILLITON LIMITED $36.24万0.00%4,350 00.0% — 不变
XLP SELECT SECTOR SPDR TR $35.93万0.00%4,325 50.1% $415 加仓
AIG AMERICAN INTL GROUP INC $35.46万0.00%4,758 871.9% $6,483 加仓
IEF ISHARES TR $35.44万0.00%3,748 1,62076.1% $15.32万 重新持有
WDC WESTERN DIGITAL CORP $34.89万0.00%546 546— $34.89万 新建仓
— CRINETICS PHARMACEUTICALS IN $34.69万0.00%9,271 00.0% — 不变
IGOV ISHARES TR $34.63万0.00%8,440 00.0% — 不变
ANET ARISTA NETWORKS INC $34.59万0.00%2,036 1115.8% $1.89万 加仓
SUB ISHARES TR $34.44万0.00%3,235 1695.5% $1.80万 加仓
SPCX SPACE EXPLORATION TECHN CORP $34.34万0.00%2,010 2,010— $34.34万 新建仓
FEZ SPDR INDEX SHS FDS $34.34万0.00%5,000 00.0% — 不变
BHVN BIOHAVEN LTD $34.22万0.00%23,000 23,000— $34.22万 新建仓
VSGX VANGUARD WORLD FD $33.73万0.00%4,097 00.0% — 不变
DBA INVESCO DB MULTI-SECTOR COMM $33.56万0.00%12,583 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $33.54万0.00%7,016 -1-0.0% -$48 减仓
COMT ISHARES U S ETF TR $33.51万0.00%11,034 2,70832.5% $8.22万 加仓
— BONDBLOXX ETF TRUST $33.35万0.00%6,606 6,606— $33.35万 新建仓
VYMI VANGUARD WHITEHALL FDS $33.34万0.00%3,395 3,395— $33.34万 新建仓
— VANECK ETF TRUST $33.25万0.00%1,300 00.0% — 不变
ISHG ISHARES TR $33.18万0.00%4,469 4,469— $33.18万 新建仓
TD TORONTO DOMINION BK ONT $33.14万0.00%2,729 00.0% — 不变
VXF VANGUARD INDEX FDS $32.87万0.00%1,335 18916.5% $4.65万 加仓
— EATON VANCE SR FLTNG RTE TR $32.64万0.00%30,797 -500-1.6% -$5,300 减仓
— BONDBLOXX ETF TRUST $32.52万0.00%6,396 6,396— $32.52万 新建仓
MFC MANULIFE FINL CORP $32.46万0.00%8,014 00.0% — 不变
DRI DARDEN RESTAURANTS INC $31.81万0.00%1,544 -3-0.2% -$618 减仓
FBND FIDELITY MERRIMACK STR TR $31.40万0.00%6,903 -1,208-14.9% -$5.50万 减仓
SFM SPROUTS FMRS MKT INC $31.30万0.00%3,701 30.1% $254 加仓
EQT EQT CORP $31.20万0.00%5,867 160.3% $851 加仓
AMT AMERICAN TOWER CORP $31.09万0.00%1,901 -62-3.2% -$1.01万 减仓
NTR NUTRIEN LTD $31.03万0.00%4,930 1212.5% $7,617 加仓
TT TRANE TECHNOLOGIES PLC $30.97万0.00%631 488.2% $2.36万 加仓
REGN REGENERON PHARMACEUTICALS $30.74万0.00%493 9523.9% $5.92万 加仓
EW EDWARDS LIFESCIENCES CORP $30.37万0.00%3,357 762.3% $6,875 加仓
SCHP SCHWAB STRATEGIC TR $30.10万0.00%11,357 3,74849.3% $9.93万 加仓
LEVI LEVI STRAUSS & CO NEW $29.56万0.00%11,905 00.0% — 不变
RITM RITHM CAPITAL CORP $29.29万0.00%31,192 1050.3% $986 加仓
GPC GENUINE PARTS CO $29.22万0.00%2,477 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $29.20万0.00%1,186 13012.3% $3.20万 加仓
SLB SLB LIMITED $29.03万0.00%6,245 97218.4% $4.52万 加仓
LYFT LYFT INC $28.83万0.00%19,735 520.3% $760 加仓
LPX LOUISIANA PAC CORP $28.48万0.00%3,621 00.0% — 不变
PAYX PAYCHEX INC $28.48万0.00%2,896 -3,689-56.0% -$36.27万 减仓
VMC VULCAN MATLS CO $28.19万0.00%956 374.0% $1.09万 加仓
BNDX VANGUARD CHARLOTTE FDS $28.19万0.00%5,821 5,821— $28.19万 新建仓
LNG CHENIERE ENERGY INC $28.07万0.00%1,174 -408-25.8% -$9.75万 减仓
MLM MARTIN MARIETTA MATLS INC $27.70万0.00%480 10.2% $577 加仓
SRE SEMPRA $27.53万0.00%2,970 00.0% — 不变
BSV VANGUARD BD INDEX FDS $27.31万0.00%3,506 3,506— $27.31万 新建仓
RBLX ROBLOX CORP $27.16万0.00%4,994 360.7% $1,958 加仓
BIDU BAIDU INC $27.14万0.00%2,375 00.0% — 不变
DGS WISDOMTREE TR $26.95万0.00%4,164 00.0% — 不变
NBIS NEBIUS GROUP N.V. $26.79万0.00%970 970— $26.79万 新建仓
HEFA ISHARES TR $26.70万0.00%5,690 00.0% — 不变
AON AON PLC $26.65万0.00%803 232.9% $7,632 加仓
ADM ARCHER DANIELS MIDLAND CO $26.61万0.00%3,483 270.8% $2,063 加仓
PHO INVESCO EXCHANGE TRADED FD T $26.60万0.00%3,850 00.0% — 不变
HGER HARBOR ETF TRUST $26.41万0.00%9,000 9,000— $26.41万 新建仓
SVM SILVERCORP METALS INC $26.29万0.00%26,025 00.0% — 不变
EMHC SPDR SERIES TRUST $26.08万0.00%10,250 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $25.98万0.00%1,478 856.1% $1.49万 加仓
FLEX FLEX LTD $25.95万0.00%1,601 1,601— $25.95万 新建仓
SJNK SPDR SERIES TRUST $25.88万0.00%10,340 8008.4% $2.00万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $25.64万0.00%8,500 00.0% — 不变
EAT BRINKER INTL INC $25.30万0.00%1,506 60.4% $1,008 加仓
EWU ISHARES TR $24.74万0.00%5,362 -768-12.5% -$3.54万 减仓
ROG ROGERS CORP $24.62万0.00%1,504 1,504— $24.62万 新建仓
APA APA CORPORATION $24.43万0.00%7,500 -19-0.3% -$619 减仓
ATR APTARGROUP INC $24.30万0.00%1,941 00.0% — 不变