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 |
|---|---|---|---|---|---|---|---|---|
| — | OLD WESTBURY FUNDS INC LARGE C | $124.18万 | 0.07% | 62,372 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $118.62万 | 0.07% | 6,006 | 149 | 2.5% | $2.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $114.44万 | 0.06% | 2,746 | 11 | 0.4% | $4,584 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $114.13万 | 0.06% | 5,307 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $112.97万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $112.23万 | 0.06% | 1,167 | -15 | -1.3% | -$1.44万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $112.05万 | 0.06% | 11,536 | -5,915 | -33.9% | -$57.45万 | 减仓 |
| VLO | VALERO ENERGY CORP | $110.17万 | 0.06% | 4,459 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $109.77万 | 0.06% | 5,408 | -182 | -3.3% | -$3.69万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $109.76万 | 0.06% | 9,704 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $108.68万 | 0.06% | 3,593 | -12,109 | -77.1% | -$366.27万 | 减仓 |
| PSA | PUBLIC STORAGE | $108.35万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV NY REGISTRY | $104.21万 | 0.06% | 789 | -129 | -14.1% | -$17.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $103.99万 | 0.06% | 15,758 | -71 | -0.4% | -$4,685 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $101.15万 | 0.06% | 802 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $97.88万 | 0.05% | 6,691 | 423 | 6.7% | $6.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP NEW | $94.86万 | 0.05% | 4,440 | -333 | -7.0% | -$7.11万 | 减仓 |
| IJH | ISHARES S&P MIDCAP FUND | $93.55万 | 0.05% | 13,853 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $93.22万 | 0.05% | 33,199 | 6,550 | 24.6% | $18.39万 | 加仓 |
| YUM | YUM BRANDS INC | $91.97万 | 0.05% | 5,915 | -11 | -0.2% | -$1,710 | 减仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $90.91万 | 0.05% | 6,201 | 0 | 0.0% | — | 不变 |
| — | PRINCIPAL FUNDS INC MID CAP FU | $90.15万 | 0.05% | 23,680 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $89.15万 | 0.05% | 1,492 | -14 | -0.9% | -$8,366 | 减仓 |
| DIS | DISNEY WALT CO | $89.15万 | 0.05% | 9,250 | -341 | -3.6% | -$3.29万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $88.66万 | 0.05% | 14,433 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $84.21万 | 0.05% | 4,511 | -72 | -1.6% | -$1.34万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $84.09万 | 0.05% | 1,980 | -1 | -0.1% | -$425 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $82.59万 | 0.05% | 9,000 | -100 | -1.1% | -$9,177 | 减仓 |
| — | HONEYWELL INTL INC | $79.83万 | 0.04% | 3,532 | -800 | -18.5% | -$18.08万 | 减仓 |
| — | FIDELITY TR 500 INDEX FUND | $79.02万 | 0.04% | 3,475 | 704 | 25.4% | $16.01万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $78.24万 | 0.04% | 10,150 | -215 | -2.1% | -$1.66万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $78.13万 | 0.04% | 8,036 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $76.94万 | 0.04% | 10,572 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $74.12万 | 0.04% | 8,273 | -24 | -0.3% | -$2,150 | 减仓 |
| — | DELAWARE EQUITY FUNDS V SMALL | $73.77万 | 0.04% | 24,281 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO CL A | $73.22万 | 0.04% | 2,922 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALL-CAP FUND | $72.87万 | 0.04% | 5,862 | -40 | -0.7% | -$4,972 | 减仓 |
| GLW | CORNING INC | $71.96万 | 0.04% | 5,292 | 37 | 0.7% | $5,031 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $71.75万 | 0.04% | 4,562 | -105 | -2.2% | -$1.65万 | 减仓 |
| MSCI | MSCI INC | $71.69万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $71.42万 | 0.04% | 7,690 | -14 | -0.2% | -$1,300 | 减仓 |
| DHR | DANAHER CORPORATION | $71.18万 | 0.04% | 3,754 | 1,206 | 47.3% | $22.87万 | 加仓 |
| ADI | ANALOG DEVICES INC | $70.72万 | 0.04% | 2,223 | -11 | -0.5% | -$3,500 | 减仓 |
| BAC | BANK OF AMERICA CORP | $70.57万 | 0.04% | 14,476 | -9,798 | -40.4% | -$47.77万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $70.46万 | 0.04% | 608 | -1 | -0.2% | -$1,159 | 减仓 |
| AMT | AMERICAN TOWER CORP | $70.45万 | 0.04% | 4,082 | 8 | 0.2% | $1,381 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $70.40万 | 0.04% | 2,452 | 18 | 0.7% | $5,168 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $70.04万 | 0.04% | 8,177 | 1,855 | 29.3% | $15.89万 | 加仓 |
| COP | CONOCOPHILLIPS | $69.58万 | 0.04% | 5,271 | 827 | 18.6% | $10.92万 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $69.12万 | 0.04% | 11,824 | -20 | -0.2% | -$1,169 | 减仓 |
| LNG | CHENIERE ENERGY INC NEW | $68.24万 | 0.04% | 2,405 | -25 | -1.0% | -$7,094 | 减仓 |
| — | OLD WESTBURY FUNDS INC ALL CAP | $67.32万 | 0.04% | 27,465 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $66.66万 | 0.04% | 3,198 | 26 | 0.8% | $5,420 | 加仓 |
| CB | CHUBB LIMITED | $66.65万 | 0.04% | 2,045 | 6 | 0.3% | $1,956 | 加仓 |
| — | FIDELITY ASSET MGR | $65.44万 | 0.04% | 38,561 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $65.43万 | 0.04% | 17,290 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $65.33万 | 0.04% | 1,081 | 168 | 18.4% | $10.15万 | 加仓 |
| PKG | PACKAGING CORP AMERICA | $64.01万 | 0.04% | 3,016 | 8 | 0.3% | $1,698 | 加仓 |
| — | NEW PERSPECTIVE FUND INC | $62.97万 | 0.04% | 9,416 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $62.39万 | 0.04% | 1,598 | -6,408 | -80.0% | -$250.17万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $60.79万 | 0.03% | 2,508 | -10 | -0.4% | -$2,424 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $60.78万 | 0.03% | 4,639 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $60.23万 | 0.03% | 2,065 | 3 | 0.1% | $875 | 加仓 |
| BJ | BJS WHSL CLUB HOLDINGS INC | $60.11万 | 0.03% | 6,108 | -11 | -0.2% | -$1,083 | 减仓 |
| — | FIDELITY CONTRAFUND | $59.09万 | 0.03% | 25,738 | 11,034 | 75.0% | $25.33万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS INC | $58.83万 | 0.03% | 8,706 | -17 | -0.2% | -$1,149 | 减仓 |
| SNA | SNAP ON INC | $58.77万 | 0.03% | 1,618 | 0 | 0.0% | — | 不变 |
| — | ARTISAN PARTNERS FUNDS INC INT | $57.83万 | 0.03% | 10,823 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $57.11万 | 0.03% | 8,616 | -2,694 | -23.8% | -$17.86万 | 减仓 |
| NSRGY | NESTLE SA SP ADR | $56.37万 | 0.03% | 5,688 | -132 | -2.3% | -$1.31万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $55.89万 | 0.03% | 6,619 | 6,619 | — | $55.89万 | 新建仓 |
| WSO | WATSCO INC | $54.90万 | 0.03% | 1,509 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $52.89万 | 0.03% | 10,014 | 5 | 0.0% | $264 | 加仓 |
| SHOP | SHOPIFY INC CL A | $51.86万 | 0.03% | 4,372 | -28,280 | -86.6% | -$335.46万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $51.08万 | 0.03% | 782 | 28 | 3.7% | $1.83万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $50.89万 | 0.03% | 7,942 | 111 | 1.4% | $7,113 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $50.50万 | 0.03% | 3,335 | -50 | -1.5% | -$7,570 | 减仓 |
| — | VANGUARD STAR FUNDS TL INT STO | $49.88万 | 0.03% | 12,106 | 3,918 | 47.9% | $16.14万 | 加仓 |
| — | SCHWAB CAPITAL TRUST S&P 500ID | $47.17万 | 0.03% | 28,130 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $47.14万 | 0.03% | 2,527 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $46.64万 | 0.03% | 4,029 | -23 | -0.6% | -$2,663 | 减仓 |
| — | BLACKSTONE REIT INC CL I | $46.08万 | 0.03% | 32,370 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $43.88万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX US | $43.02万 | 0.02% | 5,729 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $42.05万 | 0.02% | 2,021 | 32 | 1.6% | $6,659 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $41.82万 | 0.02% | 7,737 | -3,189 | -29.2% | -$17.24万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $40.37万 | 0.02% | 1,912 | -200 | -9.5% | -$4.22万 | 减仓 |
| ALL | ALLSTATE CORP | $40.04万 | 0.02% | 1,931 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $39.55万 | 0.02% | 1,627 | -70 | -4.1% | -$1.70万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC | $39.42万 | 0.02% | 2,018 | 2,018 | — | $39.42万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.22万 | 0.02% | 7,813 | 264 | 3.5% | $1.33万 | 加仓 |
| INTC | INTEL CORP | $38.95万 | 0.02% | 8,826 | -208 | -2.3% | -$9,179 | 减仓 |
| INTU | INTUIT | $37.88万 | 0.02% | 876 | -244 | -21.8% | -$10.55万 | 减仓 |
| L | LOEWS CORP | $37.79万 | 0.02% | 3,540 | -91 | -2.5% | -$9,713 | 减仓 |
| — | FIDELITY CONTRAFUND NEW INSIGH | $37.66万 | 0.02% | 8,076 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $37.11万 | 0.02% | 643 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $36.93万 | 0.02% | 9,052 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $36.75万 | 0.02% | 7,066 | 150 | 2.2% | $7,802 | 加仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $36.31万 | 0.02% | 1,207 | -3 | -0.2% | -$902 | 减仓 |
| DINO | HF SINCLAIR CORP | $36.18万 | 0.02% | 5,799 | 0 | 0.0% | — | 不变 |