MOODY LYNN LIEBERSON & WALKER, LLC
BOSTON MA · SEC CIK 0000938592
$17.82亿2026Q1 申报市值
250持仓数
43.8%前十大占比 · 第一大 6.5%
10 / 18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
GEV 加仓+$1,153.62万
CVX 加仓+$626.62万
AZN 新建仓+$448.32万
AEP 加仓+$394.90万
PEP 加仓+$346.76万
2026Q1 卖出最多 按季末市值估算
ABT 减仓-$648.30万
NOW 减仓-$625.71万
BX 减仓-$589.67万
ETN 减仓-$583.50万
GLD 减仓-$550.34万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC SP ADR | $0 | 0.00% | 0 | -23,939 | -100.0% | -$440.14万 | 清仓 |
| SONY | SONY GROUP CORPORATION SP ADR | $0 | 0.00% | 0 | -101,550 | -100.0% | -$259.97万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$146.06万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $0 | 0.00% | 0 | -2,716 | -100.0% | -$60.61万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,336 | -100.0% | -$59.59万 | 清仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR F | $0 | 0.00% | 0 | -7,833 | -100.0% | -$42.90万 | 清仓 |
| — | FRANKLIN CUSTODIAN FUNDS GROWT | $0 | 0.00% | 0 | -2,758 | -100.0% | -$37.13万 | 清仓 |
| MDB | MONGODB INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,934 | -100.0% | -$29.71万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,630 | -100.0% | -$25.96万 | 清仓 |
| — | HARRIS ASSOC INV TR OAKMARK AD | $0 | 0.00% | 0 | -1,504 | -100.0% | -$25.87万 | 清仓 |
| — | AIRBUS SE UNSPONSORED ADR | $0 | 0.00% | 0 | -4,325 | -100.0% | -$25.05万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS | $0 | 0.00% | 0 | -2,676 | -100.0% | -$24.27万 | 清仓 |
| AMAT | APPLIED MATERIALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,732 | -100.0% | -$23.59万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$23.03万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -6,461 | -100.0% | -$22.94万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -433 | -100.0% | -$22.63万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -5,197 | -100.0% | -$21.67万 | 清仓 |
| — | FIDELITY GROWTH DISCOVERY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -410 | -100.0% | -$20.94万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEARCHLIGHT MINERALS CORP NEW | $135 | 0.00% | 27,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS NV EURO | $4.05万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES EQUITY FUNDS | $8.85万 | 0.00% | 17,152 | -3,357 | -16.4% | -$1.73万 | 减仓 |
| — | BLACKROCK MGD FUND INST | $10.49万 | 0.01% | 11,001 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $10.69万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MA TAX EXEMPT FUND | $15.72万 | 0.01% | 15,678 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FUNDS IV SYSTAMT MLT | $15.74万 | 0.01% | 15,001 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $20.19万 | 0.01% | 1,722 | 1,722 | — | $20.19万 | 新建仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDE | $21.36万 | 0.01% | 2,516 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECH | $21.39万 | 0.01% | 1,028 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $21.42万 | 0.01% | 3,492 | 7 | 0.2% | $429 | 加仓 |
| AMCR | AMCOR PLC | $21.45万 | 0.01% | 5,396 | 5,396 | — | $21.45万 | 新建仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDE | $21.61万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO NEW | $22.17万 | 0.01% | 2,299 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.19万 | 0.01% | 2,603 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD | $22.20万 | 0.01% | 1,554 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTO | $22.32万 | 0.01% | 2,407 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI E | $22.52万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $22.60万 | 0.01% | 4,061 | 61 | 1.5% | $3,395 | 加仓 |
| — | OLD WESTBURY FUNDS INC SML MID | $23.04万 | 0.01% | 13,067 | -5,797 | -30.7% | -$10.22万 | 减仓 |
| EOG | EOG RESOURCES INC | $23.22万 | 0.01% | 1,606 | 1,606 | — | $23.22万 | 新建仓 |
| B | BARRICK MINING CORP | $24.27万 | 0.01% | 5,950 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC CL B | $24.41万 | 0.01% | 4,152 | 47 | 1.1% | $2,763 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.59万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD SP ADR | $25.97万 | 0.01% | 3,227 | 87 | 2.8% | $7,002 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $26.32万 | 0.01% | 5,620 | 5,620 | — | $26.32万 | 新建仓 |
| BROS | DUTCH BROTHERS INC CL A | $26.58万 | 0.01% | 5,246 | -42 | -0.8% | -$2,128 | 减仓 |
| TRP | TC ENERGY CORP | $26.61万 | 0.01% | 4,250 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $26.89万 | 0.02% | 2,113 | -2 | -0.1% | -$255 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $26.92万 | 0.02% | 17,202 | 17,202 | — | $26.92万 | 新建仓 |
| CMI | CUMMINS INC | $27.01万 | 0.02% | 502 | 30 | 6.4% | $1.61万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $27.07万 | 0.02% | 1,105 | -475 | -30.1% | -$11.64万 | 减仓 |
| OKE | ONEOK INC | $27.15万 | 0.02% | 3,004 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SP ADR | $28.10万 | 0.02% | 1,641 | -153 | -8.5% | -$2.62万 | 减仓 |
| — | HARDING LOEVNER FUNDS INC INTL | $28.64万 | 0.02% | 10,261 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PROPERTIES INC CL A | $28.91万 | 0.02% | 10,325 | 0 | 0.0% | — | 不变 |
| — | HARBOR FUNDS CAP APPREC INST | $28.97万 | 0.02% | 2,790 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SERVICE ENTERPRISE GROU | $29.21万 | 0.02% | 3,608 | -21 | -0.6% | -$1,700 | 减仓 |
| NRG | NRG ENERGY INC NEW | $29.33万 | 0.02% | 2,007 | -1 | -0.0% | -$146 | 减仓 |
| — | HARRIS ASSOC INV TR OAKMRK SLT | $30.20万 | 0.02% | 3,601 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $30.65万 | 0.02% | 1,152 | 22 | 1.9% | $5,852 | 加仓 |
| — | FIDELITY SECS FUND OTC PORTFOL | $30.86万 | 0.02% | 13,212 | 13,212 | — | $30.86万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $31.92万 | 0.02% | 1,494 | 45 | 3.1% | $9,615 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.14万 | 0.02% | 1,944 | 26 | 1.4% | $4,299 | 加仓 |
| MKC | MCCORMICK & CO INC NON VTG | $32.35万 | 0.02% | 6,413 | 127 | 2.0% | $6,406 | 加仓 |
| PLD | PROLOGIS INC | $32.44万 | 0.02% | 2,454 | 21 | 0.9% | $2,776 | 加仓 |
| WAT | WATERS CORP | $32.61万 | 0.02% | 1,095 | 23 | 2.1% | $6,849 | 加仓 |
| BN | BROOKFIELD CORP CL A | $34.04万 | 0.02% | 8,412 | 750 | 9.8% | $3.04万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $34.33万 | 0.02% | 1,196 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $34.81万 | 0.02% | 5,631 | 74 | 1.3% | $4,575 | 加仓 |
| DINO | HF SINCLAIR CORP | $36.18万 | 0.02% | 5,799 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $36.31万 | 0.02% | 1,207 | -3 | -0.2% | -$902 | 减仓 |
| USB | US BANCORP DEL | $36.75万 | 0.02% | 7,066 | 150 | 2.2% | $7,802 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $36.93万 | 0.02% | 9,052 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $37.11万 | 0.02% | 643 | 0 | 0.0% | — | 不变 |
| — | FIDELITY CONTRAFUND NEW INSIGH | $37.66万 | 0.02% | 8,076 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $37.79万 | 0.02% | 3,540 | -91 | -2.5% | -$9,713 | 减仓 |
| INTU | INTUIT | $37.88万 | 0.02% | 876 | -244 | -21.8% | -$10.55万 | 减仓 |
| INTC | INTEL CORP | $38.95万 | 0.02% | 8,826 | -208 | -2.3% | -$9,179 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.22万 | 0.02% | 7,813 | 264 | 3.5% | $1.33万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC | $39.42万 | 0.02% | 2,018 | 2,018 | — | $39.42万 | 新建仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $39.55万 | 0.02% | 1,627 | -70 | -4.1% | -$1.70万 | 减仓 |
| ALL | ALLSTATE CORP | $40.04万 | 0.02% | 1,931 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $40.37万 | 0.02% | 1,912 | -200 | -9.5% | -$4.22万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $41.82万 | 0.02% | 7,737 | -3,189 | -29.2% | -$17.24万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $42.05万 | 0.02% | 2,021 | 32 | 1.6% | $6,659 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX US | $43.02万 | 0.02% | 5,729 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $43.88万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE REIT INC CL I | $46.08万 | 0.03% | 32,370 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $46.64万 | 0.03% | 4,029 | -23 | -0.6% | -$2,663 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $47.14万 | 0.03% | 2,527 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CAPITAL TRUST S&P 500ID | $47.17万 | 0.03% | 28,130 | 0 | 0.0% | — | 不变 |
| — | VANGUARD STAR FUNDS TL INT STO | $49.88万 | 0.03% | 12,106 | 3,918 | 47.9% | $16.14万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $50.50万 | 0.03% | 3,335 | -50 | -1.5% | -$7,570 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $50.89万 | 0.03% | 7,942 | 111 | 1.4% | $7,113 | 加仓 |