MOODY LYNN LIEBERSON & WALKER, LLC
BOSTON MA · SEC CIK 0000938592
$18.95亿2026Q2 申报市值
264持仓数
45.8%前十大占比 · 第一大 7.3%
26 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRK 加仓+$780.14万
AEP 加仓+$729.55万
NSRGY 加仓+$504.03万
VWO 加仓+$422.69万
ABT 加仓+$377.41万
2026Q2 卖出最多 按季末市值估算
WFC 减仓-$1,174.57万
NOW 清仓-$924.00万
GLD 减仓-$860.20万
PEP 减仓-$738.53万
NOC 减仓-$633.99万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -88,379 | -100.0% | -$924.00万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -72,198 | -100.0% | -$594.41万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,169 | -100.0% | -$523.56万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -22,732 | -100.0% | -$448.32万 | 清仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFEN | $0 | 0.00% | 0 | -19,054 | -100.0% | -$416.81万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -105,291 | -100.0% | -$369.99万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -3,109 | -100.0% | -$240.21万 | 清仓 |
| XBI | SPDR S&P BIOTECH ETF | $0 | 0.00% | 0 | -18,249 | -100.0% | -$233.09万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -16,878 | -100.0% | -$221.12万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -32,222 | -100.0% | -$172.10万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $0 | 0.00% | 0 | -4,562 | -100.0% | -$71.75万 | 清仓 |
| SHOP | SHOPIFY INC CL A | $0 | 0.00% | 0 | -4,372 | -100.0% | -$51.86万 | 清仓 |
| PLD | PROLOGIS INC | $0 | 0.00% | 0 | -2,454 | -100.0% | -$32.44万 | 清仓 |
| MKC | MCCORMICK & CO INC NON VTG | $0 | 0.00% | 0 | -6,413 | -100.0% | -$32.35万 | 清仓 |
| — | FIDELITY SECS FUND OTC PORTFOL | $0 | 0.00% | 0 | -13,212 | -100.0% | -$30.86万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -4,250 | -100.0% | -$26.61万 | 清仓 |
| INDA | ISHARES MSCI INDIA ETF | $0 | 0.00% | 0 | -5,620 | -100.0% | -$26.32万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD | $0 | 0.00% | 0 | -1,554 | -100.0% | -$22.20万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $0 | 0.00% | 0 | -3,492 | -100.0% | -$21.42万 | 清仓 |
| — | SEARCHLIGHT MINERALS CORP NEW | $165 | 0.00% | 27,000 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $3.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS NV EURO | $4.65万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MGD FUND INST | $10.64万 | 0.01% | 11,001 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES EQUITY FUNDS | $11.06万 | 0.01% | 17,152 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FUNDS IV SYSTAMT MLT | $15.63万 | 0.01% | 15,001 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MA TAX EXEMPT FUND | $16.02万 | 0.01% | 15,678 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $20.55万 | 0.01% | 482 | 482 | — | $20.55万 | 新建仓 |
| EOG | EOG RESOURCES INC | $20.59万 | 0.01% | 1,587 | -19 | -1.2% | -$2,465 | 减仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ET | $20.73万 | 0.01% | 2,753 | 2,753 | — | $20.73万 | 新建仓 |
| TSLA | TESLA INC | $21.03万 | 0.01% | 500 | 500 | — | $21.03万 | 新建仓 |
| INTU | INTUIT | $21.06万 | 0.01% | 807 | -69 | -7.9% | -$1.80万 | 减仓 |
| SPYM | SPDR SERIES TRUST STATE STREET | $21.09万 | 0.01% | 2,400 | 2,400 | — | $21.09万 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH | $21.24万 | 0.01% | 9,664 | 9,664 | — | $21.24万 | 新建仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDE | $21.84万 | 0.01% | 2,116 | -400 | -15.9% | -$4.13万 | 减仓 |
| B | BARRICK MINING CORP | $21.85万 | 0.01% | 5,950 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $21.95万 | 0.01% | 7,458 | -44 | -0.6% | -$1,295 | 重新持有 |
| — | TOKYO ELECTRON LTD ADR | $22.48万 | 0.01% | 925 | 925 | — | $22.48万 | 新建仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $22.58万 | 0.01% | 745 | 745 | — | $22.58万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.68万 | 0.01% | 2,474 | -129 | -5.0% | -$1.18万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $22.73万 | 0.01% | 1,572 | 1,572 | — | $22.73万 | 新建仓 |
| ILMN | ILLUMINA INC | $22.98万 | 0.01% | 1,307 | 1,307 | — | $22.98万 | 新建仓 |
| — | FIRST CITIZENS BANCSHARES INC | $23.00万 | 0.01% | 9,000 | 9,000 | — | $23.00万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTO | $23.22万 | 0.01% | 2,407 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GROWTH DISCOVERY | $23.79万 | 0.01% | 3,006 | 0 | 0.0% | — | 重新持有 |
| — | HARTFORD MUTUAL FUNDS II INC S | $23.91万 | 0.01% | 7,898 | 7,898 | — | $23.91万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $24.70万 | 0.01% | 4,786 | 725 | 17.9% | $3.74万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI E | $24.87万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A | $25.06万 | 0.01% | 6,750 | 750 | 12.5% | $2.78万 | 重新持有 |
| CAT | CATERPILLAR INC | $25.24万 | 0.01% | 237 | 237 | — | $25.24万 | 新建仓 |
| SAP | SAP SE SP ADR | $25.52万 | 0.01% | 1,656 | 15 | 0.9% | $2,312 | 加仓 |
| SJM | SMUCKER J M CO NEW | $25.75万 | 0.01% | 2,289 | -10 | -0.4% | -$1,125 | 减仓 |
| OKE | ONEOK INC | $25.85万 | 0.01% | 2,973 | -31 | -1.0% | -$2,695 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDE | $26.15万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC CL B | $26.17万 | 0.01% | 4,162 | 10 | 0.2% | $629 | 加仓 |
| J | JACOBS SOLUTIONS INC | $26.46万 | 0.01% | 2,100 | -13 | -0.6% | -$1,638 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP | $26.95万 | 0.01% | 7,000 | 7,000 | — | $26.95万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.51万 | 0.01% | 662 | -1,881 | -74.0% | -$78.18万 | 重新持有 |
| AMCR | AMCOR PLC | $28.18万 | 0.01% | 6,500 | 1,104 | 20.5% | $4.79万 | 加仓 |
| CTRE | CARETRUST REIT INC | $28.33万 | 0.01% | 7,022 | 7,022 | — | $28.33万 | 新建仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GROU | $28.94万 | 0.02% | 3,566 | -42 | -1.2% | -$3,409 | 减仓 |
| NRG | NRG ENERGY INC NEW | $29.14万 | 0.02% | 1,995 | -12 | -0.6% | -$1,753 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECH | $29.36万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $29.76万 | 0.02% | 1,100 | -5 | -0.5% | -$1,353 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $30.34万 | 0.02% | 17,114 | -88 | -0.5% | -$1,560 | 减仓 |
| ENTG | ENTEGRIS INC | $30.97万 | 0.02% | 1,722 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $31.52万 | 0.02% | 1,300 | -194 | -13.0% | -$4.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.84万 | 0.02% | 7,521 | -292 | -3.7% | -$1.24万 | 减仓 |
| ECL | ECOLAB INC | $31.93万 | 0.02% | 1,146 | -6 | -0.5% | -$1,672 | 减仓 |
| — | HARDING LOEVNER FUNDS INC INTL | $31.96万 | 0.02% | 10,261 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PROPERTIES INC CL A | $32.68万 | 0.02% | 10,875 | 550 | 5.3% | $1.65万 | 加仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $32.70万 | 0.02% | 1,595 | -32 | -2.0% | -$6,561 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC O | $32.91万 | 0.02% | 2,352 | 2,352 | — | $32.91万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $33.02万 | 0.02% | 1,825 | -119 | -6.1% | -$2.15万 | 减仓 |
| — | HARRIS ASSOC INV TR OAKMRK SLT | $33.06万 | 0.02% | 3,601 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $33.80万 | 0.02% | 1,200 | -7 | -0.6% | -$1,972 | 减仓 |
| — | HARBOR FUNDS CAP APPREC INST | $34.09万 | 0.02% | 2,790 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD SP ADR | $34.13万 | 0.02% | 3,140 | -87 | -2.7% | -$9,457 | 减仓 |
| CRM | SALESFORCE INC | $34.67万 | 0.02% | 2,213 | -2,298 | -50.9% | -$36.00万 | 减仓 |
| KLAC | KLA CORP NEW | $35.00万 | 0.02% | 1,160 | 1,160 | — | $35.00万 | 新建仓 |
| NSC | NORFOLK SOUTHERN CORP | $37.12万 | 0.02% | 1,180 | -16 | -1.3% | -$5,033 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $37.23万 | 0.02% | 515 | -406 | -44.1% | -$29.35万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $37.47万 | 0.02% | 1,695 | 1,695 | — | $37.47万 | 新建仓 |
| HON | HONEYWELL INTL INC | $38.01万 | 0.02% | 1,697 | -1,835 | -52.0% | -$41.10万 | 减仓 |
| D | DOMINION ENERGY INC | $38.06万 | 0.02% | 5,574 | -57 | -1.0% | -$3,893 | 减仓 |
| SANM | SANMINA CORPORATION | $38.19万 | 0.02% | 1,509 | 1,509 | — | $38.19万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $38.28万 | 0.02% | 1,285 | 1,285 | — | $38.28万 | 新建仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $38.43万 | 0.02% | 5,484 | 5,484 | — | $38.43万 | 新建仓 |
| BROS | DUTCH BROTHERS INC CL A | $38.68万 | 0.02% | 5,387 | 141 | 2.7% | $1.01万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $38.72万 | 0.02% | 9,052 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A | $39.18万 | 0.02% | 9,200 | 788 | 9.4% | $3.36万 | 加仓 |
| — | FIDELITY CONTRAFUND | $39.41万 | 0.02% | 14,706 | -11,032 | -42.9% | -$29.56万 | 减仓 |
| WAT | WATERS CORP | $40.73万 | 0.02% | 1,086 | -9 | -0.8% | -$3,375 | 减仓 |
| L | LOEWS CORP | $40.91万 | 0.02% | 3,614 | 74 | 2.1% | $8,378 | 加仓 |
| NKE | NIKE INC CL B | $41.07万 | 0.02% | 10,004 | -10 | -0.1% | -$410 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $41.10万 | 0.02% | 1,810 | -102 | -5.3% | -$2.32万 | 减仓 |
| DINO | HF SINCLAIR CORP | $41.15万 | 0.02% | 5,908 | 109 | 1.9% | $7,592 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $41.64万 | 0.02% | 907 | 2 | 0.2% | $918 | 加仓 |
| USB | US BANCORP DEL | $42.31万 | 0.02% | 7,005 | -61 | -0.9% | -$3,684 | 减仓 |
| — | FIDELITY CONTRAFUND NEW INSIGH | $44.32万 | 0.02% | 8,076 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY COMMUNITIES INC | $44.81万 | 0.02% | 2,375 | 2,375 | — | $44.81万 | 新建仓 |