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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP | $21.53万 | 0.00% | 5,279 | -201 | -3.7% | -$8,199 | 减仓 |
| EAT | BRINKER INTL INC | $21.42万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $21.32万 | 0.00% | 1,571 | 1,571 | — | $21.32万 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $21.32万 | 0.00% | 4,990 | 148 | 3.1% | $6,322 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.20万 | 0.00% | 2,979 | 76 | 2.6% | $5,410 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $20.77万 | 0.00% | 579 | -76 | -11.6% | -$2.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $20.75万 | 0.00% | 120 | -10 | -7.7% | -$1.73万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $20.70万 | 0.00% | 5,826 | 5,826 | — | $20.70万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $20.59万 | 0.00% | 3,023 | 3,023 | — | $20.59万 | 新建仓 |
| ORI | OLD REP INTL CORP | $20.51万 | 0.00% | 5,139 | -43 | -0.8% | -$1,716 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $20.25万 | 0.00% | 7,609 | 7,609 | — | $20.25万 | 新建仓 |
| BN | BROOKFIELD CORP | $20.23万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $20.18万 | 0.00% | 978 | -172 | -15.0% | -$3.55万 | 重新持有 |
| RBC | RBC BEARINGS INC | $20.10万 | 0.00% | 370 | 370 | — | $20.10万 | 新建仓 |
| IBDR | ISHARES TR | $20.06万 | 0.00% | 8,277 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $11.50万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| RMNI | RIMINI STR INC DEL | $10.55万 | 0.00% | 32,159 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $1.27万 | 0.00% | 10,000 | 10,000 | — | $1.27万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -41,912 | -100.0% | -$770.60万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -13,767 | -100.0% | -$383.99万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -7,642 | -100.0% | -$282.42万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -17,895 | -100.0% | -$187.40万 | 清仓 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -15,969 | -100.0% | -$102.36万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -116,499 | -100.0% | -$101.47万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -24,441 | -100.0% | -$70.98万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -4,794 | -100.0% | -$54.12万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -26,216 | -100.0% | -$46.48万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,590 | -100.0% | -$30.86万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,910 | -100.0% | -$26.76万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,798 | -100.0% | -$24.42万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,375 | -100.0% | -$23.85万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,479 | -100.0% | -$23.37万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,653 | -100.0% | -$23.17万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -13,001 | -100.0% | -$22.70万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,257 | -100.0% | -$21.65万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,814 | -100.0% | -$21.35万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$20.79万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -7,697 | -100.0% | -$20.06万 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $0 | 0.00% | 0 | -15,633 | -100.0% | -$5.57万 | 清仓 |