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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $9.60亿 | 10.51% | 2,198,247 | -42,333 | -1.9% | -$1,849.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.36亿 | 10.25% | 14,612,210 | -752,906 | -4.9% | -$4,824.62万 | 减仓 |
| AGG | ISHARES TR | $8.58亿 | 9.39% | 8,646,419 | 660,382 | 8.3% | $6,555.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6.73亿 | 7.37% | 3,430,591 | -239,278 | -6.5% | -$4,694.63万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.99亿 | 3.27% | 5,100,961 | 1,299,307 | 34.2% | $7,606.14万 | 加仓 |
| MUB | ISHARES TR | $2.47亿 | 2.71% | 2,331,591 | -35,380 | -1.5% | -$375.56万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.44亿 | 2.67% | 4,518,470 | 333,527 | 8.0% | $1,802.71万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.12亿 | 2.32% | 4,250,870 | 236,121 | 5.9% | $1,178.01万 | 加仓 |
| AAPL | APPLE INC | $2.00亿 | 2.19% | 791,995 | -11,957 | -1.5% | -$301.85万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $1.56亿 | 1.71% | 5,027,082 | 5,013,262 | 36,275.4% | $1.56亿 | 加仓 |
| MSFT | MICROSOFT CORP | $1.56亿 | 1.70% | 420,166 | 10,617 | 2.6% | $393.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.15亿 | 1.26% | 390,917 | 8,026 | 2.1% | $236.09万 | 加仓 |
| IVV | ISHARES TR | $1.14亿 | 1.24% | 174,062 | -8,283 | -4.5% | -$541.05万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1.14亿 | 1.24% | 522,808 | 26,084 | 5.3% | $566.67万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.11亿 | 1.22% | 368,412 | 15,961 | 4.5% | $482.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,560.49万 | 1.05% | 149,003 | 6,171 | 4.3% | $395.95万 | 加仓 |
| GOOGL | ALPHABET INC | $8,914.42万 | 0.98% | 310,002 | 9,190 | 3.1% | $264.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,876.23万 | 0.86% | 322,215 | -4,608 | -1.4% | -$112.64万 | 减仓 |
| AVGO | BROADCOM INC | $7,184.31万 | 0.79% | 232,119 | -25,946 | -10.1% | -$803.05万 | 减仓 |
| CAT | CATERPILLAR INC | $7,032.56万 | 0.77% | 99,266 | -10,567 | -9.6% | -$748.63万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,747.05万 | 0.74% | 313,729 | 12,565 | 4.2% | $270.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,588.47万 | 0.72% | 380,354 | 9,396 | 2.5% | $162.76万 | 加仓 |
| V | VISA INC | $6,379.50万 | 0.70% | 211,074 | 33,350 | 18.8% | $1,007.97万 | 加仓 |
| LLY | ELI LILLY & CO | $6,172.41万 | 0.68% | 67,109 | 1,782 | 2.7% | $163.90万 | 加仓 |
| EDV | VANGUARD WORLD FD | $5,688.42万 | 0.62% | 875,815 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $5,492.59万 | 0.60% | 252,544 | -3,308 | -1.3% | -$71.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,383.33万 | 0.59% | 167,805 | 7,779 | 4.9% | $249.56万 | 加仓 |
| — | EXXON MOBIL CORP | $5,076.65万 | 0.56% | 299,225 | 27,285 | 10.0% | $462.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,066.90万 | 0.55% | 350,796 | -4,906 | -1.4% | -$70.86万 | 减仓 |
| AMZN | AMAZON COM INC | $5,016.03万 | 0.55% | 240,843 | 967 | 0.4% | $20.14万 | 加仓 |
| TJX | TJX COS INC NEW | $4,925.74万 | 0.54% | 308,437 | -843 | -0.3% | -$13.46万 | 减仓 |
| QLYS | QUALYS INC | $4,820.86万 | 0.53% | 548,760 | -39,988 | -6.8% | -$351.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,773.33万 | 0.52% | 47,904 | 131 | 0.3% | $13.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,682.02万 | 0.51% | 78,354 | -8,615 | -9.9% | -$514.79万 | 减仓 |
| HD | HOME DEPOT INC | $4,574.00万 | 0.50% | 139,074 | 21,284 | 18.1% | $700.01万 | 加仓 |
| WMT | WALMART INC | $4,565.98万 | 0.50% | 367,394 | -4,234 | -1.1% | -$52.62万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,528.48万 | 0.50% | 708,571 | -68,801 | -8.9% | -$439.71万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,498.33万 | 0.49% | 303,736 | 14,545 | 5.0% | $215.41万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $4,463.50万 | 0.49% | 1,658,676 | 1,658,676 | — | $4,463.50万 | 新建仓 |
| MCD | MCDONALDS CORP | $4,344.58万 | 0.48% | 139,791 | 1,250 | 0.9% | $38.85万 | 加仓 |
| ASML | ASML HLDG NV | $4,259.95万 | 0.47% | 32,252 | -5,227 | -13.9% | -$690.40万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,106.61万 | 0.45% | 442,142 | 36,271 | 8.9% | $336.88万 | 加仓 |
| RTX | RTX CORPORATION | $4,021.15万 | 0.44% | 208,458 | 101 | 0.0% | $1.95万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,002.90万 | 0.44% | 132,336 | 45,765 | 52.9% | $1,384.30万 | 加仓 |
| GOOG | ALPHABET INC | $3,967.83万 | 0.43% | 138,319 | -1,429 | -1.0% | -$40.99万 | 减仓 |
| ZROZ | PIMCO ETF TR | $3,829.64万 | 0.42% | 598,288 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3,214.79万 | 0.35% | 64,846 | -1,154 | -1.7% | -$57.21万 | 减仓 |
| IWF | ISHARES TR | $3,181.97万 | 0.35% | 74,624 | 664 | 0.9% | $28.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,068.31万 | 0.34% | 64,030 | -6,173 | -8.8% | -$295.81万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,067.48万 | 0.34% | 64,638 | -6,218 | -8.8% | -$295.08万 | 减仓 |
| UNP | UNION PAC CORP | $3,064.72万 | 0.34% | 126,317 | -521 | -0.4% | -$12.64万 | 减仓 |
| BLK | BLACKROCK INC | $3,043.92万 | 0.33% | 31,651 | 946 | 3.1% | $90.98万 | 加仓 |
| META | META PLATFORMS INC | $2,992.67万 | 0.33% | 52,307 | -15,137 | -22.4% | -$866.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,920.53万 | 0.32% | 86,419 | 6,276 | 7.8% | $212.10万 | 加仓 |
| — | HONEYWELL INTL INC | $2,868.99万 | 0.31% | 126,930 | -2,672 | -2.1% | -$60.40万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,763.84万 | 0.30% | 464,120 | -36,779 | -7.3% | -$219.02万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $2,762.08万 | 0.30% | 951,457 | -97,857 | -9.3% | -$284.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,547.29万 | 0.28% | 248,104 | 3,640 | 1.5% | $37.37万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,245.37万 | 0.25% | 68,891 | 756 | 1.1% | $24.64万 | 加仓 |
| USMV | ISHARES TR | $2,244.29万 | 0.25% | 241,999 | 236,270 | 4,124.1% | $2,191.16万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,197.17万 | 0.24% | 66,866 | 1,453 | 2.2% | $47.74万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,141.36万 | 0.23% | 227,853 | -179 | -0.1% | -$1.68万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,113.84万 | 0.23% | 287,051 | 28,813 | 11.2% | $212.18万 | 加仓 |
| CSCO | CISCO SYS INC | $2,087.17万 | 0.23% | 269,000 | -2,001 | -0.7% | -$15.53万 | 减仓 |
| IJH | ISHARES TR | $2,066.05万 | 0.23% | 305,945 | -68,936 | -18.4% | -$465.52万 | 减仓 |
| KLAC | KLA CORP | $2,037.17万 | 0.22% | 13,835 | -4,525 | -24.6% | -$666.30万 | 减仓 |
| ETN | EATON CORP PLC | $2,017.80万 | 0.22% | 59,564 | 719 | 1.2% | $24.36万 | 加仓 |
| IVE | ISHARES TR | $1,980.02万 | 0.22% | 93,773 | -1,868 | -2.0% | -$39.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,902.87万 | 0.21% | 31,484 | -847 | -2.6% | -$51.19万 | 减仓 |
| QCOM | QUALCOMM INC | $1,896.68万 | 0.21% | 147,281 | -2,620 | -1.7% | -$33.74万 | 减仓 |
| EAGG | ISHARES TR | $1,859.14万 | 0.20% | 390,986 | 15,140 | 4.0% | $71.99万 | 加仓 |
| IUSG | ISHARES TR | $1,843.49万 | 0.20% | 118,851 | 3,084 | 2.7% | $47.84万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,840.10万 | 0.20% | 163,900 | 7,395 | 4.7% | $83.02万 | 加仓 |
| CMF | ISHARES TR | $1,777.14万 | 0.19% | 312,546 | 49 | 0.0% | $2,786 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,743.63万 | 0.19% | 119,598 | 21,756 | 22.2% | $317.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,713.88万 | 0.19% | 70,708 | -3,086 | -4.2% | -$74.80万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,695.13万 | 0.19% | 89,406 | -1,893 | -2.1% | -$35.89万 | 减仓 |
| AMGN | AMGEN INC | $1,676.85万 | 0.18% | 47,658 | -95 | -0.2% | -$3.34万 | 减仓 |
| C | CITIGROUP INC | $1,631.84万 | 0.18% | 143,889 | 1,871 | 1.3% | $21.22万 | 加仓 |
| DE | DEERE & CO | $1,533.42万 | 0.17% | 27,222 | -365 | -1.3% | -$20.56万 | 减仓 |
| IEI | ISHARES TR | $1,522.24万 | 0.17% | 128,350 | -7,015 | -5.2% | -$83.20万 | 减仓 |
| IJR | ISHARES TR | $1,495.23万 | 0.16% | 120,283 | -38,827 | -24.4% | -$482.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,455.83万 | 0.16% | 25,223 | -147 | -0.6% | -$8.48万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,428.51万 | 0.16% | 577,177 | 4,742 | 0.8% | $11.74万 | 加仓 |
| EFA | ISHARES TR | $1,422.21万 | 0.16% | 146,424 | 1,429 | 1.0% | $13.88万 | 加仓 |
| MBB | ISHARES TR | $1,417.61万 | 0.16% | 149,301 | -12,572 | -7.8% | -$119.37万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,391.03万 | 0.15% | 32,704 | -19,888 | -37.8% | -$845.92万 | 减仓 |
| EFG | ISHARES TR | $1,386.99万 | 0.15% | 124,539 | 968 | 0.8% | $10.78万 | 加仓 |
| IEFA | ISHARES TR | $1,338.22万 | 0.15% | 147,820 | -37,159 | -20.1% | -$336.40万 | 减仓 |
| MRK | MERCK & CO INC | $1,332.37万 | 0.15% | 110,763 | 7,901 | 7.7% | $95.04万 | 加仓 |
| BA | BOEING CO | $1,319.15万 | 0.14% | 66,279 | 2,164 | 3.4% | $43.07万 | 加仓 |
| COR | CENCORA INC | $1,305.24万 | 0.14% | 41,550 | 1,033 | 2.5% | $32.45万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,204.90万 | 0.13% | 395,049 | 5,514 | 1.4% | $16.82万 | 加仓 |
| TSLA | TESLA INC | $1,195.41万 | 0.13% | 32,156 | 2,816 | 9.6% | $104.69万 | 加仓 |
| NYF | ISHARES TR | $1,194.80万 | 0.13% | 224,926 | -17,412 | -7.2% | -$92.49万 | 减仓 |
| LOW | LOWES COS INC | $1,190.00万 | 0.13% | 50,364 | -369 | -0.7% | -$8.72万 | 减仓 |
| DMXF | ISHARES TR | $1,125.69万 | 0.12% | 149,197 | 4,091 | 2.8% | $30.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,101.18万 | 0.12% | 53,223 | -2,570 | -4.6% | -$53.17万 | 减仓 |
| GE | GE AEROSPACE | $1,056.55万 | 0.12% | 37,233 | 6,911 | 22.8% | $196.11万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $1,032.43万 | 0.11% | 76,698 | -6,310 | -7.6% | -$84.94万 | 减仓 |