Rwa Wealth Partners, LLC 13F 持仓 · 2026年Q2
Rwa Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 645 只证券，申报市值合计 104.42 亿美元。前几大持仓：VUG（11.11%）、VEA（10.30%）、AGG（8.74%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $1.16B | 11.11% | 13.5M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $1.08B | 10.30% | 15.1M | 增持 |
| 3 | AGG | ISHARES TR | $912.5M | 8.74% | 9.2M | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $762.7M | 7.30% | 3.5M | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $278.2M | 2.66% | 4.7M | 增持 |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $260.0M | 2.49% | 4.5M | 减持 |
| 7 | AAPL | APPLE INC | $242.3M | 2.32% | 841,768 | 增持 |
| 8 | MUB | ISHARES TR | $242.0M | 2.32% | 2.2M | 减持 |
| 9 | CNEQ | THE ALGER ETF TRUST | $228.5M | 2.19% | 5.5M | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $226.4M | 2.17% | 4.5M | 增持 |
| 11 | MSFT | MICROSOFT CORP | $174.4M | 1.67% | 467,438 | 增持 |
| 12 | VBK | VANGUARD INDEX FDS | $137.1M | 1.31% | 375,004 | 增持 |
| 13 | IVV | ISHARES TR | $134.3M | 1.29% | 179,288 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $131.6M | 1.26% | 401,962 | 增持 |
| 15 | VBR | VANGUARD INDEX FDS | $130.1M | 1.25% | 535,469 | 增持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $110.7M | 1.06% | 165,670 | 增持 |
| 17 | GOOGL | ALPHABET INC | $108.5M | 1.04% | 303,547 | 减持 |
| 18 | CAT | CATERPILLAR INC | $100.8M | 0.97% | 94,652 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $98.3M | 0.94% | 387,249 | 增持 |
| 20 | AVGO | BROADCOM INC | $90.5M | 0.87% | 239,672 | 增持 |
| 21 | LLY | ELI LILLY & CO | $91.2M | 0.87% | 76,026 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $84.2M | 0.81% | 423,499 | 增持 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $80.2M | 0.77% | 339,068 | 增持 |
| 24 | V | VISA INC | $75.9M | 0.73% | 221,234 | 增持 |
| 25 | QLYS | QUALYS INC | $75.4M | 0.72% | 548,756 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR