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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $196.77万 | 0.10% | 3,102 | -1,217 | -28.2% | -$77.20万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC | $197.01万 | 0.10% | 7,284 | -20 | -0.3% | -$5,409 | 减仓 |
| META | META PLATFORMS INC CL A | $202.11万 | 0.11% | 3,588 | -119 | -3.2% | -$6.70万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $212.20万 | 0.11% | 12,591 | 12,591 | — | $212.20万 | 新建仓 |
| GWW | GRAINGER W W INC | $214.81万 | 0.11% | 1,579 | 7 | 0.4% | $9,523 | 加仓 |
| HEI/A | HEICO CORP CL A | $220.90万 | 0.12% | 8,565 | 8,565 | — | $220.90万 | 新建仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $227.04万 | 0.12% | 11,917 | 11,917 | — | $227.04万 | 新建仓 |
| — | OLD WESTBURY FUNDS INC LARGE C | $236.22万 | 0.12% | 105,831 | 43,459 | 69.7% | $97.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC NEW | $250.50万 | 0.13% | 6,299 | -1,088 | -14.7% | -$43.27万 | 减仓 |
| MAR | MARRIOTT INTL INC CL A | $258.93万 | 0.14% | 6,987 | 671 | 10.6% | $24.87万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $271.62万 | 0.14% | 2,777 | 35 | 1.3% | $3.42万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $293.74万 | 0.15% | 23,656 | -100 | -0.4% | -$1.24万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $298.95万 | 0.16% | 30,858 | 233 | 0.8% | $2.26万 | 加仓 |
| DVN | DEVON ENERGY CORP | $304.28万 | 0.16% | 73,641 | 73,641 | — | $304.28万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $308.61万 | 0.16% | 8,963 | 115 | 1.3% | $3.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $316.19万 | 0.17% | 34,335 | 1,627 | 5.0% | $14.98万 | 加仓 |
| VFIAX | VANGUARD INDEX FUNDS 500 INDEX | $322.28万 | 0.17% | 4,657 | -80 | -1.7% | -$5.54万 | 减仓 |
| CMI | CUMMINS INC | $345.62万 | 0.18% | 4,846 | 4,344 | 865.3% | $309.82万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $373.25万 | 0.20% | 25,688 | -34 | -0.1% | -$4,940 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $375.80万 | 0.20% | 7,869 | 7,199 | 1,074.5% | $343.80万 | 重新持有 |
| IDXX | IDEXX LABORATORIES INC | $382.83万 | 0.20% | 7,272 | 22 | 0.3% | $1.16万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $394.61万 | 0.21% | 14,677 | 742 | 5.3% | $19.95万 | 加仓 |
| PWR | QUANTA SERVICES INC | $397.03万 | 0.21% | 5,514 | 87 | 1.6% | $6.26万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ET | $405.74万 | 0.21% | 10,299 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $405.91万 | 0.21% | 18,125 | -61 | -0.3% | -$1.37万 | 减仓 |
| CRH | CRH PLC | $407.47万 | 0.21% | 38,081 | 23,483 | 160.9% | $251.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $447.09万 | 0.24% | 11,257 | 9,034 | 406.4% | $358.80万 | 加仓 |
| WFC | WELLS FARGO CO | $449.27万 | 0.24% | 54,365 | -142,131 | -72.3% | -$1,174.57万 | 减仓 |
| NVS | NOVARTIS AG SP ADR | $453.94万 | 0.24% | 28,965 | 682 | 2.4% | $10.69万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $468.87万 | 0.25% | 78,551 | 70,814 | 915.3% | $422.69万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $506.43万 | 0.27% | 29,811 | 10 | 0.0% | $1,699 | 加仓 |
| NSRGY | NESTLE SA SP ADR | $562.44万 | 0.30% | 54,771 | 49,083 | 862.9% | $504.03万 | 加仓 |
| APH | AMPHENOL CORP CL A | $597.50万 | 0.32% | 33,887 | -65 | -0.2% | -$1.15万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $626.09万 | 0.33% | 42,696 | -3,764 | -8.1% | -$55.19万 | 减仓 |
| RTX | RTX CORPORATION COM | $657.19万 | 0.35% | 34,638 | -11,112 | -24.3% | -$210.83万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET IN | $667.02万 | 0.35% | 18,026 | 21 | 0.1% | $7,771 | 加仓 |
| PEP | PEPSICO INC | $682.00万 | 0.36% | 50,369 | -54,544 | -52.0% | -$738.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $797.77万 | 0.42% | 7,888 | 285 | 3.7% | $28.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $799.96万 | 0.42% | 138,306 | -528 | -0.4% | -$3.05万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $805.93万 | 0.43% | 68,613 | 31,882 | 86.8% | $374.49万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $847.90万 | 0.45% | 16,648 | -12,448 | -42.8% | -$633.99万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $967.54万 | 0.51% | 32,460 | 1,222 | 3.9% | $36.42万 | 加仓 |
| MCD | MCDONALDS CORP | $1,021.74万 | 0.54% | 37,799 | 1,033 | 2.8% | $27.92万 | 加仓 |
| AEP | AMERICAN ELECTRIC POWER CO INC | $1,171.83万 | 0.62% | 85,654 | 53,326 | 165.0% | $729.55万 | 加仓 |
| GE | GENERAL ELECTRIC CO NEW | $1,278.34万 | 0.67% | 34,205 | 209 | 0.6% | $7.81万 | 加仓 |
| V | VISA INC CL A | $1,296.74万 | 0.68% | 37,796 | -134 | -0.4% | -$4.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,333.32万 | 0.70% | 105,534 | -13,725 | -11.5% | -$173.40万 | 减仓 |
| — | EXXON MOBIL CORP | $1,394.79万 | 0.74% | 102,018 | -143 | -0.1% | -$1.96万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,411.17万 | 0.74% | 41,381 | 6,079 | 17.2% | $207.31万 | 加仓 |
| MRK | MERCK & CO INC | $1,420.53万 | 0.75% | 110,547 | 60,711 | 121.8% | $780.14万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,525.43万 | 0.80% | 20,427 | 2,879 | 16.4% | $215.00万 | 加仓 |
| SO | SOUTHERN CO | $1,529.13万 | 0.81% | 159,767 | -18,450 | -10.4% | -$176.58万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,637.22万 | 0.86% | 60,192 | -1,041 | -1.7% | -$28.32万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMO | $1,684.50万 | 0.89% | 70,977 | 4,379 | 6.6% | $103.93万 | 加仓 |
| — | HITACHI LTD ADR 2 | $1,739.42万 | 0.92% | 629,086 | 58,936 | 10.3% | $162.96万 | 加仓 |
| GOOG | ALPHABET INC CAP STOCK CL C | $1,747.04万 | 0.92% | 49,445 | 862 | 1.8% | $30.46万 | 加仓 |
| NFLX | NETFLIX INC | $1,925.50万 | 1.02% | 269,678 | -29,545 | -9.9% | -$210.95万 | 减仓 |
| KO | COCA-COLA CO | $1,974.07万 | 1.04% | 242,903 | -14,981 | -5.8% | -$121.75万 | 减仓 |
| CVX | CHEVRON CORP | $1,993.26万 | 1.05% | 120,250 | -1,553 | -1.3% | -$25.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,051.57万 | 1.08% | 40,920 | -1,554 | -3.7% | -$77.91万 | 减仓 |
| HD | HOME DEPOT INC | $2,240.61万 | 1.18% | 63,531 | -4,425 | -6.5% | -$156.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,252.32万 | 1.19% | 248,217 | 41,592 | 20.1% | $377.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,449.83万 | 1.29% | 77,812 | -7,956 | -9.3% | -$250.49万 | 减仓 |
| ETN | EATON CORP PLC | $2,678.63万 | 1.41% | 62,861 | -1,933 | -3.0% | -$82.37万 | 减仓 |
| BX | BLACKSTONE INC | $2,734.00万 | 1.44% | 232,345 | 4,973 | 2.2% | $58.52万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,812.68万 | 1.48% | 56,624 | -1,016 | -1.8% | -$50.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,419.88万 | 1.80% | 134,657 | 8,097 | 6.4% | $205.64万 | 加仓 |
| LIN | LINDE PLC | $3,637.51万 | 1.92% | 70,095 | -1,542 | -2.2% | -$80.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,861.76万 | 2.04% | 75,190 | -4,644 | -5.8% | -$238.52万 | 减仓 |
| WM | WASTE MANAGEMENT INC DEL | $4,002.92万 | 2.11% | 179,600 | -8,608 | -4.6% | -$191.86万 | 减仓 |
| ABBV | ABBVIE INC | $4,251.81万 | 2.24% | 168,964 | -7,329 | -4.2% | -$184.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $4,877.85万 | 2.57% | 97,481 | -2,816 | -2.8% | -$140.91万 | 减仓 |
| MS | MORGAN STANLEY | $5,359.56万 | 2.83% | 256,389 | 7,022 | 2.8% | $146.79万 | 加仓 |
| GLD | SPDR GOLD SHARES | $5,517.26万 | 2.91% | 149,771 | -23,351 | -13.5% | -$860.20万 | 减仓 |
| GEV | GE VERNOVA INC | $5,871.95万 | 3.10% | 49,980 | -604 | -1.2% | -$70.96万 | 减仓 |
| AMZN | AMAZON.COM INC | $5,993.06万 | 3.16% | 251,450 | 6,377 | 2.6% | $151.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,413.15万 | 3.38% | 195,923 | -5,542 | -2.8% | -$181.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,948.80万 | 3.67% | 186,285 | -9,056 | -4.6% | -$337.81万 | 减仓 |
| AAPL | APPLE INC | $8,165.19万 | 4.31% | 282,181 | 3,619 | 1.3% | $104.72万 | 加仓 |
| LLY | LILLY ELI & CO | $9,735.41万 | 5.14% | 81,167 | -2,255 | -2.7% | -$270.47万 | 减仓 |
| AVGO | BROADCOM INC | $1.16亿 | 6.14% | 308,225 | -15,054 | -4.7% | -$568.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.27亿 | 6.69% | 633,979 | -8,595 | -1.3% | -$171.98万 | 减仓 |
| GOOGL | ALPHABET INC CAP STOCK CL A | $1.38亿 | 7.26% | 385,173 | -15,632 | -3.9% | -$558.64万 | 减仓 |