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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $45.47万 | 0.02% | 1,911 | -20 | -1.0% | -$4,759 | 减仓 |
| DHR | DANAHER CORPORATION | $45.94万 | 0.02% | 2,412 | -1,342 | -35.7% | -$25.56万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $46.41万 | 0.02% | 1,885 | -136 | -6.7% | -$3.35万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $46.61万 | 0.02% | 633 | -10 | -1.6% | -$7,364 | 减仓 |
| — | BLACKSTONE REIT INC CL I | $46.69万 | 0.02% | 32,370 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $47.08万 | 0.02% | 4,032 | 3 | 0.1% | $350 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX US | $48.53万 | 0.03% | 5,795 | 66 | 1.2% | $5,527 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $48.83万 | 0.03% | 652 | -130 | -16.6% | -$9.74万 | 减仓 |
| — | FIDELITY ASSET MGR | $48.98万 | 0.03% | 26,000 | -12,561 | -32.6% | -$23.67万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $52.13万 | 0.03% | 3,335 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HOLDINGS INC | $54.07万 | 0.03% | 6,199 | 91 | 1.5% | $7,937 | 加仓 |
| — | SCHWAB CAPITAL TRUST S&P 500ID | $54.35万 | 0.03% | 28,130 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $54.57万 | 0.03% | 5,249 | -22 | -0.4% | -$2,287 | 减仓 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS INC | $54.75万 | 0.03% | 8,823 | 117 | 1.3% | $7,260 | 加仓 |
| VRT | VERTIV HOLDINGS CO CL A | $54.88万 | 0.03% | 1,639 | -1,283 | -43.9% | -$42.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $55.07万 | 0.03% | 1,081 | 0 | 0.0% | — | 不变 |
| — | VANGUARD STAR FUNDS TL INT STO | $55.83万 | 0.03% | 12,152 | 46 | 0.4% | $2,113 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC | $55.93万 | 0.03% | 2,501 | -26 | -1.0% | -$5,815 | 减仓 |
| — | OLD WESTBURY FUNDS INC SML MID | $58.06万 | 0.03% | 29,818 | 16,751 | 128.2% | $32.61万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $58.26万 | 0.03% | 8,177 | 235 | 3.0% | $1.67万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC | $59.88万 | 0.03% | 2,045 | 27 | 1.3% | $7,906 | 加仓 |
| MDB | MONGODB INC CL A | $60.03万 | 0.03% | 1,787 | 1,025 | 134.5% | $34.43万 | 重新持有 |
| WRB | BERKLEY W R CORP | $61.45万 | 0.03% | 8,712 | 96 | 1.1% | $6,771 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $61.74万 | 0.03% | 6,619 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC NEW | $62.57万 | 0.03% | 2,618 | 213 | 8.9% | $5.09万 | 加仓 |
| WSO | WATSCO INC | $63.72万 | 0.03% | 1,529 | 20 | 1.3% | $8,335 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $63.83万 | 0.03% | 17,365 | 75 | 0.4% | $2,757 | 加仓 |
| — | ARTISAN PARTNERS FUNDS INC INT | $64.92万 | 0.03% | 10,823 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $65.64万 | 0.03% | 8,700 | -300 | -3.3% | -$2.26万 | 减仓 |
| SNA | SNAP ON INC | $65.87万 | 0.03% | 1,637 | 19 | 1.2% | $7,646 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $65.88万 | 0.03% | 4,602 | -37 | -0.8% | -$5,297 | 减仓 |
| CB | CHUBB LIMITED | $66.14万 | 0.03% | 1,941 | -104 | -5.1% | -$3.54万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $66.25万 | 0.03% | 4,050 | -32 | -0.8% | -$5,234 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $67.15万 | 0.04% | 2,034 | -31 | -1.5% | -$1.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND CLASS A | $67.20万 | 0.04% | 5,400 | -1,475 | -21.5% | -$18.35万 | 减仓 |
| TXNM | TXNM ENERGY INC COM | $68.00万 | 0.04% | 11,976 | 152 | 1.3% | $8,631 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $68.47万 | 0.04% | 2,435 | -73 | -2.9% | -$2.05万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $69.36万 | 0.04% | 7,902 | 212 | 2.8% | $1.86万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $70.91万 | 0.04% | 9,903 | -247 | -2.4% | -$1.77万 | 减仓 |
| — | NEW PERSPECTIVE FUND INC | $71.13万 | 0.04% | 9,416 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TR 500 INDEX FUND | $72.39万 | 0.04% | 2,771 | -704 | -20.3% | -$18.39万 | 减仓 |
| DOV | DOVER CORP | $73.00万 | 0.04% | 3,255 | 57 | 1.8% | $1.28万 | 加仓 |
| PFE | PFIZER INC | $73.36万 | 0.04% | 30,466 | -2,733 | -8.2% | -$6.58万 | 减仓 |
| MSCI | MSCI INC | $75.61万 | 0.04% | 1,350 | 20 | 1.5% | $1.12万 | 加仓 |
| WMB | WILLIAMS COS INC | $80.12万 | 0.04% | 10,778 | 206 | 1.9% | $1.53万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $80.54万 | 0.04% | 9,996 | 188 | 1.9% | $1.51万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $80.56万 | 0.04% | 14,138 | -338 | -2.3% | -$1.93万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $80.59万 | 0.04% | 605 | -3 | -0.5% | -$3,996 | 减仓 |
| SBUX | STARBUCKS CORP | $84.43万 | 0.04% | 8,262 | -11 | -0.1% | -$1,124 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $86.22万 | 0.05% | 5,558 | 150 | 2.8% | $2.33万 | 加仓 |
| IJR | ISHARES S&P SMALL-CAP FUND | $86.94万 | 0.05% | 5,862 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $87.27万 | 0.05% | 7,911 | -125 | -1.6% | -$1.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $87.99万 | 0.05% | 7,542 | 851 | 12.7% | $9.93万 | 加仓 |
| DIS | DISNEY WALT CO | $88.50万 | 0.05% | 9,195 | -55 | -0.6% | -$5,294 | 减仓 |
| — | DELAWARE EQUITY FUNDS V SMALL | $89.21万 | 0.05% | 24,281 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $91.57万 | 0.05% | 14,593 | 160 | 1.1% | $1.00万 | 加仓 |
| YUM | YUM BRANDS INC | $94.19万 | 0.05% | 5,892 | -23 | -0.4% | -$3,677 | 减仓 |
| — | PRINCIPAL FUNDS INC MID CAP FU | $96.02万 | 0.05% | 23,680 | 0 | 0.0% | — | 不变 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $98.39万 | 0.05% | 6,201 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $99.69万 | 0.05% | 2,753 | -9,613 | -77.7% | -$348.11万 | 减仓 |
| PKG | PACKAGING CORP AMERICA | $101.41万 | 0.05% | 4,256 | 1,240 | 41.1% | $29.55万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $102.06万 | 0.05% | 1,486 | -6 | -0.4% | -$4,121 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $103.73万 | 0.05% | 812 | 10 | 1.2% | $1.28万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY FUND | $105.08万 | 0.06% | 5,525 | -9,901 | -64.2% | -$188.31万 | 减仓 |
| IJH | ISHARES S&P MIDCAP FUND | $106.82万 | 0.06% | 13,853 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $111.06万 | 0.06% | 1,155 | -12 | -1.0% | -$1.15万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $111.45万 | 0.06% | 1,988 | 8 | 0.4% | $4,485 | 加仓 |
| MO | ALTRIA GROUP INC | $112.63万 | 0.06% | 15,654 | -104 | -0.7% | -$7,483 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $112.77万 | 0.06% | 977 | 249 | 34.2% | $28.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $114.22万 | 0.06% | 1,221 | -146 | -10.7% | -$13.66万 | 减仓 |
| VLO | VALERO ENERGY CORP | $116.81万 | 0.06% | 4,485 | 26 | 0.6% | $6,771 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $117.60万 | 0.06% | 1,541 | -57 | -3.6% | -$4.35万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $119.73万 | 0.06% | 10,710 | 2,533 | 31.0% | $28.32万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $119.84万 | 0.06% | 11,536 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $120.87万 | 0.06% | 8,248 | -253 | -3.0% | -$3.71万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $125.57万 | 0.07% | 5,307 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $127.20万 | 0.07% | 9,110 | 284 | 3.2% | $3.97万 | 加仓 |
| PSA | PUBLIC STORAGE | $127.32万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $127.64万 | 0.07% | 5,106 | -900 | -15.0% | -$22.50万 | 减仓 |
| — | OLD WESTBURY FUNDS INC ALL CAP | $129.26万 | 0.07% | 46,430 | 18,965 | 69.1% | $52.80万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $133.46万 | 0.07% | 9,704 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $134.61万 | 0.07% | 5,270 | -22 | -0.4% | -$5,619 | 减仓 |
| CBT | CABOT CORP | $136.23万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $136.98万 | 0.07% | 2,789 | 43 | 1.6% | $2.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $140.85万 | 0.07% | 4,164 | 571 | 15.9% | $19.31万 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $141.80万 | 0.07% | 18,945 | 18,945 | — | $141.80万 | 新建仓 |
| BHP | BHP GROUP LTD SP ADS | $147.65万 | 0.08% | 17,723 | -21,168 | -54.4% | -$176.35万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $150.11万 | 0.08% | 1,981 | 24 | 1.2% | $1.82万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $153.54万 | 0.08% | 69,036 | 780 | 1.1% | $1.73万 | 加仓 |
| WMT | WAL-MART INC | $162.09万 | 0.09% | 14,311 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $162.88万 | 0.09% | 7,644 | 72 | 1.0% | $1.53万 | 加仓 |
| TJX | TJX COS INC | $167.00万 | 0.09% | 11,023 | -31 | -0.3% | -$4,696 | 减仓 |
| ASML | ASML HOLDING NV NY REGISTRY | $167.71万 | 0.09% | 843 | 54 | 6.8% | $10.74万 | 加仓 |
| IRM | IRON MOUNTAIN INC | $179.30万 | 0.09% | 14,195 | 130 | 0.9% | $1.64万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES INDL | $180.80万 | 0.10% | 3,461 | -5 | -0.1% | -$2,612 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $181.34万 | 0.10% | 8,523 | -1,009 | -10.6% | -$21.47万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $182.58万 | 0.10% | 6,077 | 901 | 17.4% | $27.07万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $190.25万 | 0.10% | 2,705 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP NEW | $192.40万 | 0.10% | 4,440 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP | $192.81万 | 0.10% | 5,413 | 329 | 6.5% | $11.72万 | 加仓 |