MassMutual Private Wealth & Trust, FSB
Windsor CT · SEC CIK 0001103653
$36.72亿2026Q1 申报市值
2,418持仓数
30.3%前十大占比 · 第一大 4.7%
155 / 136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
SCHO 加仓+$719.28万
PANW 加仓+$501.83万
EFA 加仓+$380.40万
DOW 加仓+$333.69万
PEP 加仓+$296.17万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,524.72万
NVDA 减仓-$1,004.95万
VNQ 减仓-$924.66万
VOO 减仓-$885.87万
ADBE 减仓-$782.28万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | $1.72亿 | 4.68% | 985,383 | -57,623 | -5.5% | -$1,004.95万 | 减仓 |
| AAPL | Apple Inc | $1.70亿 | 4.64% | 670,956 | -14,946 | -2.2% | -$379.31万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $1.48亿 | 4.02% | 514,389 | -6,855 | -1.3% | -$196.86万 | 减仓 |
| MSFT | Microsoft Corp | $1.37亿 | 3.72% | 369,142 | -3,012 | -0.8% | -$111.50万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $9,962.27万 | 2.71% | 1,554,661 | -9,903 | -0.6% | -$63.46万 | 减仓 |
| AMZN | Amazon.com Inc | $9,308.50万 | 2.53% | 446,944 | -9,455 | -2.1% | -$196.92万 | 减仓 |
| GOOGL | Alphabet Inc | $8,755.11万 | 2.38% | 304,462 | -18,839 | -5.8% | -$541.73万 | 减仓 |
| JPM | JPMorgan Chase & Co | $7,585.80万 | 2.07% | 257,880 | -8,307 | -3.1% | -$244.36万 | 减仓 |
| AVGO | Broadcom INC | $6,666.94万 | 1.82% | 215,403 | -1,780 | -0.8% | -$55.09万 | 减仓 |
| GOOG | Alphabet Inc | $6,335.25万 | 1.73% | 220,848 | -11,908 | -5.1% | -$341.59万 | 减仓 |
| CVX | Chevron Corp | $5,908.09万 | 1.61% | 285,553 | -5,773 | -2.0% | -$119.44万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $5,897.95万 | 1.61% | 607,222 | 39,164 | 6.9% | $380.40万 | 加仓 |
| META | Meta Platforms Inc | $5,685.08万 | 1.55% | 99,367 | -510 | -0.5% | -$29.18万 | 减仓 |
| — | Dimensional US Small Cap ETF | $5,231.01万 | 1.42% | 735,416 | -25,050 | -3.3% | -$178.18万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $4,787.20万 | 1.30% | 708,900 | -24,430 | -3.3% | -$164.98万 | 减仓 |
| JNJ | Johnson & Johnson | $4,528.52万 | 1.23% | 185,261 | -10,606 | -5.4% | -$259.25万 | 减仓 |
| V | Visa Inc | $4,480.04万 | 1.22% | 148,228 | -1,284 | -0.9% | -$38.81万 | 减仓 |
| WMT | Walmart Inc | $4,416.33万 | 1.20% | 355,353 | -21,782 | -5.8% | -$270.71万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc | $4,331.87万 | 1.18% | 90,398 | -1,225 | -1.3% | -$58.70万 | 减仓 |
| RTX | RTX Corp | $4,213.75万 | 1.15% | 218,442 | -18,751 | -7.9% | -$361.71万 | 减仓 |
| CSCO | Cisco Systems Inc | $4,108.07万 | 1.12% | 529,459 | -12,339 | -2.3% | -$95.74万 | 减仓 |
| MCD | McDonald's CORP | $3,897.90万 | 1.06% | 125,419 | -1,874 | -1.5% | -$58.24万 | 减仓 |
| HD | Home Depot Inc/The | $3,889.58万 | 1.06% | 118,264 | 902 | 0.8% | $29.67万 | 加仓 |
| PG | Procter & Gamble CO/THE | $3,801.07万 | 1.04% | 263,159 | 4,886 | 1.9% | $70.57万 | 加仓 |
| ABBV | AbbVie INC | $3,657.77万 | 1.00% | 168,181 | -3,394 | -2.0% | -$73.82万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF Trust | $3,518.86万 | 0.96% | 57,054 | -1,095 | -1.9% | -$67.54万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $3,428.73万 | 0.93% | 378,740 | 9,432 | 2.6% | $85.39万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $3,427.74万 | 0.93% | 275,741 | -1,417 | -0.5% | -$17.61万 | 减仓 |
| CAT | Caterpillar Inc | $3,413.79万 | 0.93% | 48,186 | -6,145 | -11.3% | -$435.35万 | 减仓 |
| VGT | Vanguard Information Technology ETF | $3,300.84万 | 0.90% | 47,309 | -52 | -0.1% | -$3.63万 | 减仓 |
| BAC | Bank of America Corp | $3,153.77万 | 0.86% | 646,928 | -17,072 | -2.6% | -$83.23万 | 减仓 |
| CB | Chubb Ltd | $3,125.54万 | 0.85% | 95,896 | -2,812 | -2.8% | -$91.65万 | 减仓 |
| AMP | Ameriprise Financial Inc | $3,103.91万 | 0.85% | 69,845 | 676 | 1.0% | $30.04万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $2,933.22万 | 0.80% | 501,063 | -4,053 | -0.8% | -$23.73万 | 减仓 |
| — | Exxon Mobil Corp | $2,880.35万 | 0.78% | 169,772 | -18,616 | -9.9% | -$315.84万 | 减仓 |
| NEE | NextEra Energy Inc | $2,825.99万 | 0.77% | 304,263 | -1,778 | -0.6% | -$16.51万 | 减仓 |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $2,779.08万 | 0.76% | 1,145,070 | 296,365 | 34.9% | $719.28万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $2,613.12万 | 0.71% | 53,163 | -411 | -0.8% | -$20.20万 | 减仓 |
| LLY | Eli Lilly & Co | $2,577.20万 | 0.70% | 28,020 | 2,086 | 8.0% | $191.86万 | 加仓 |
| ORLY | O'Reilly Automotive Inc | $2,557.39万 | 0.70% | 277,044 | -14,037 | -4.8% | -$129.58万 | 减仓 |
| ECL | Ecolab Inc | $2,525.75万 | 0.69% | 94,946 | -604 | -0.6% | -$16.07万 | 减仓 |
| BKNG | Booking Holdings Inc | $2,497.56万 | 0.68% | 5,932 | 263 | 4.6% | $110.73万 | 加仓 |
| PEP | PepsiCo Inc | $2,373.31万 | 0.65% | 152,831 | 19,072 | 14.3% | $296.17万 | 加仓 |
| VZ | Verizon Communications Inc | $2,353.05万 | 0.64% | 468,735 | 13,147 | 2.9% | $66.00万 | 加仓 |
| SYK | Stryker CORP | $2,271.41万 | 0.62% | 69,126 | 573 | 0.8% | $18.83万 | 加仓 |
| LHX | L3Harris Technologies Inc | $2,205.72万 | 0.60% | 63,906 | -3,457 | -5.1% | -$119.32万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc | $2,142.01万 | 0.58% | 85,997 | -3,464 | -3.9% | -$86.28万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2,073.31万 | 0.56% | 297,448 | 6,320 | 2.2% | $44.05万 | 加仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $2,053.45万 | 0.56% | 254,834 | -3,473 | -1.3% | -$27.99万 | 减仓 |
| — | Honeywell International Inc | $1,954.44万 | 0.53% | 86,468 | -2,194 | -2.5% | -$49.59万 | 减仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $1,855.96万 | 0.51% | 234,131 | 5,253 | 2.3% | $41.64万 | 加仓 |
| MRK | Merck & Co Inc | $1,855.38万 | 0.51% | 154,242 | -6,064 | -3.8% | -$72.94万 | 减仓 |
| ETN | Eaton Corp PLC | $1,792.61万 | 0.49% | 50,119 | 698 | 1.4% | $24.97万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $1,788.16万 | 0.49% | 201,596 | -104,246 | -34.1% | -$924.66万 | 减仓 |
| BLK | BlackRock Inc | $1,650.87万 | 0.45% | 17,166 | -563 | -3.2% | -$54.14万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $1,639.88万 | 0.45% | 25,105 | 12 | 0.0% | $7,839 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1,627.04万 | 0.44% | 301,025 | -4,307 | -1.4% | -$23.28万 | 减仓 |
| GDX | VanEck Gold Miners ETF/USA | $1,625.81万 | 0.44% | 177,161 | -27,666 | -13.5% | -$253.89万 | 减仓 |
| COST | Costco Wholesale Corp | $1,576.25万 | 0.43% | 15,819 | 772 | 5.1% | $76.92万 | 加仓 |
| PANW | Palo Alto Networks Inc | $1,566.28万 | 0.43% | 97,697 | 31,302 | 47.1% | $501.83万 | 加仓 |
| AOS | A O Smith Corp | $1,517.89万 | 0.41% | 230,192 | 3,951 | 1.7% | $26.05万 | 加仓 |
| RMD | ResMed Inc | $1,497.15万 | 0.41% | 66,694 | -873 | -1.3% | -$19.60万 | 减仓 |
| TSLA | Tesla Inc | $1,475.33万 | 0.40% | 39,686 | -2,024 | -4.9% | -$75.24万 | 减仓 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $1,418.90万 | 0.39% | 238,271 | 2,940 | 1.2% | $17.51万 | 加仓 |
| UNP | Union Pacific Corp | $1,367.43万 | 0.37% | 56,361 | 357 | 0.6% | $8.66万 | 加仓 |
| VFH | Vanguard Financials ETF | $1,340.16万 | 0.36% | 110,931 | -2,001 | -1.8% | -$24.17万 | 减仓 |
| XYL | Xylem Inc/NY | $1,338.36万 | 0.36% | 111,997 | 6,591 | 6.3% | $78.76万 | 加仓 |
| CSL | Carlisle Cos Inc | $1,285.10万 | 0.35% | 38,520 | 7,371 | 23.7% | $245.91万 | 加仓 |
| VRTX | Vertex Pharmaceuticals Inc | $1,282.73万 | 0.35% | 28,726 | 812 | 2.9% | $36.26万 | 加仓 |
| NOC | Northrop Grumman Corp | $1,268.56万 | 0.35% | 18,594 | -337 | -1.8% | -$22.99万 | 减仓 |
| GS | Goldman Sachs Group Inc/The | $1,251.73万 | 0.34% | 14,796 | -1,513 | -9.3% | -$128.00万 | 减仓 |
| LMT | Lockheed Martin Corp | $1,201.10万 | 0.33% | 19,873 | -1,508 | -7.1% | -$91.14万 | 减仓 |
| ROP | Roper Technologies Inc | $1,173.97万 | 0.32% | 33,176 | 436 | 1.3% | $15.43万 | 加仓 |
| MS | Morgan Stanley | $1,141.41万 | 0.31% | 69,357 | -10,530 | -13.2% | -$173.29万 | 减仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $1,138.81万 | 0.31% | 137,620 | 1,956 | 1.4% | $16.19万 | 加仓 |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $1,128.63万 | 0.31% | 453,084 | -269,462 | -37.3% | -$671.23万 | 减仓 |
| VHT | Vanguard Health Care ETF | $1,092.48万 | 0.30% | 40,116 | -947 | -2.3% | -$25.79万 | 减仓 |
| MMIT | NYLI MacKay Muni Intermediate ETF | $1,073.96万 | 0.29% | 445,536 | -9,707 | -2.1% | -$23.40万 | 减仓 |
| WM | Waste Management Inc | $1,056.60万 | 0.29% | 45,981 | -1,588 | -3.3% | -$36.49万 | 减仓 |
| VCR | Vanguard Consumer Discretionary ETF | $1,044.81万 | 0.28% | 29,101 | -442 | -1.5% | -$15.87万 | 减仓 |
| MDT | Medtronic PLC | $1,042.75万 | 0.28% | 120,341 | 4,224 | 3.6% | $36.60万 | 加仓 |
| VIS | Vanguard Industrials ETF | $1,002.66万 | 0.27% | 32,114 | -1,117 | -3.4% | -$34.87万 | 减仓 |
| ACN | Accenture PLC | $983.60万 | 0.27% | 49,604 | 10,176 | 25.8% | $201.78万 | 加仓 |
| VOE | Vanguard Mid-Cap Value ETF | $980.87万 | 0.27% | 53,227 | -1,115 | -2.1% | -$20.55万 | 减仓 |
| VOX | Vanguard Communication Services ETF | $977.23万 | 0.27% | 54,339 | 354 | 0.7% | $6.37万 | 加仓 |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $959.99万 | 0.26% | 204,471 | 4,272 | 2.1% | $20.06万 | 加仓 |
| VBK | Vanguard Small-Cap Growth ETF | $937.94万 | 0.26% | 31,032 | -727 | -2.3% | -$21.97万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $890.12万 | 0.24% | 13,687 | -23,445 | -63.1% | -$1,524.72万 | 减仓 |
| BBUS | JPMorgan BetaBuilders US Equity ETF | $875.08万 | 0.24% | 74,678 | 115 | 0.2% | $1.35万 | 加仓 |
| DHR | Danaher Corp | $869.11万 | 0.24% | 45,839 | -2,072 | -4.3% | -$39.29万 | 减仓 |
| KO | Coca-Cola Co/The | $868.88万 | 0.24% | 114,251 | -6,426 | -5.3% | -$48.87万 | 减仓 |
| NOW | ServiceNow Inc | $865.92万 | 0.24% | 82,824 | -13,448 | -14.0% | -$140.60万 | 减仓 |
| REGN | Regeneron Pharmaceuticals Inc | $849.90万 | 0.23% | 11,000 | -103 | -0.9% | -$7.96万 | 减仓 |
| ETR | Entergy Corp | $837.98万 | 0.23% | 74,580 | -19,823 | -21.0% | -$222.73万 | 减仓 |
| COP | ConocoPhillips | $834.73万 | 0.23% | 63,237 | 5,531 | 9.6% | $73.01万 | 加仓 |
| TEL | TE Connectivity PLC | $793.34万 | 0.22% | 37,955 | -876 | -2.3% | -$18.31万 | 减仓 |
| DOW | Dow Inc | $765.74万 | 0.21% | 183,851 | 80,117 | 77.2% | $333.69万 | 加仓 |
| VLO | Valero Energy Corp | $754.58万 | 0.21% | 30,540 | -439 | -1.4% | -$10.85万 | 减仓 |
| AEP | American Electric Power Co Inc | $740.05万 | 0.20% | 56,458 | -1,357 | -2.3% | -$17.79万 | 减仓 |
| QCOM | Qualcomm Inc | $733.14万 | 0.20% | 56,930 | -2,140 | -3.6% | -$27.56万 | 减仓 |