Moss Adams Wealth Advisors LLC
SEATTLE WA · SEC CIK 0001661245
$13.67亿2026Q1 申报市值
270持仓数
74.4%前十大占比 · 第一大 29.6%
27 / 12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
VTI 加仓+$1,233.10万
XLU 加仓+$388.85万
CIBR 新建仓+$381.83万
XLRE 加仓+$285.94万
JCPB 加仓+$279.39万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$1,510.83万
RSP 减仓-$688.17万
BUG 减仓-$351.67万
IWV 减仓-$261.52万
AVIDITY BIOSCIEN 清仓-$162.26万
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $33.86万 | 0.02% | 796 | -203 | -20.3% | -$8.63万 | 减仓 |
| PSX | PHILLIPS 66 | $34.08万 | 0.02% | 1,870 | 191 | 11.4% | $3.48万 | 加仓 |
| — | ISHARES TR | $34.19万 | 0.03% | 8,435 | 8,435 | — | $34.19万 | 新建仓 |
| CMI | CUMMINS INC | $34.60万 | 0.03% | 643 | 83 | 14.8% | $4.47万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $34.64万 | 0.03% | 732 | 78 | 11.9% | $3.69万 | 加仓 |
| O | REALTY INCOME CORP | $35.55万 | 0.03% | 5,786 | 658 | 12.8% | $4.04万 | 加仓 |
| LASR | NLIGHT INC | $35.79万 | 0.03% | 6,276 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $36.11万 | 0.03% | 1,979 | 149 | 8.1% | $2.72万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $36.39万 | 0.03% | 1,364 | 47 | 3.6% | $1.25万 | 加仓 |
| EQIX | EQUINIX INC | $37.06万 | 0.03% | 378 | 54 | 16.7% | $5.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $37.12万 | 0.03% | 5,537 | 486 | 9.6% | $3.26万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.15万 | 0.03% | 1,337 | 62 | 4.9% | $1.72万 | 加仓 |
| MCK | MCKESSON CORP | $37.24万 | 0.03% | 430 | 27 | 6.7% | $2.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.51万 | 0.03% | 1,632 | 260 | 19.0% | $5.98万 | 加仓 |
| — | NUSHARES ETF TR | $37.80万 | 0.03% | 17,848 | 3 | 0.0% | $64 | 加仓 |
| NOW | SERVICENOW INC | $38.51万 | 0.03% | 3,684 | 328 | 9.8% | $3.43万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $38.92万 | 0.03% | 644 | 99 | 18.2% | $5.98万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.98万 | 0.03% | 6,426 | 849 | 15.2% | $5.15万 | 加仓 |
| SYK | STRYKER CORPORATION | $39.14万 | 0.03% | 1,188 | 257 | 27.6% | $8.47万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $39.40万 | 0.03% | 440 | 8 | 1.9% | $7,163 | 加仓 |
| ANET | ARISTA NETWORKS INC | $39.45万 | 0.03% | 3,213 | 472 | 17.2% | $5.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.48万 | 0.03% | 1,150 | 30 | 2.7% | $1.03万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $39.58万 | 0.03% | 94 | -4 | -4.1% | -$1.68万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $39.64万 | 0.03% | 2,297 | 373 | 19.4% | $6.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $40.09万 | 0.03% | 575 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $40.13万 | 0.03% | 3,707 | -16 | -0.4% | -$1,732 | 减仓 |
| DE | DEERE & CO | $40.51万 | 0.03% | 717 | 30 | 4.4% | $1.69万 | 加仓 |
| DIS | DISNEY WALT CO | $40.60万 | 0.03% | 4,212 | 475 | 12.7% | $4.58万 | 加仓 |
| APP | APPLOVIN CORP | $40.76万 | 0.03% | 1,024 | 42 | 4.3% | $1.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $41.16万 | 0.03% | 4,714 | 597 | 14.5% | $5.21万 | 加仓 |
| EME | EMCOR GROUP INC | $41.35万 | 0.03% | 560 | 24 | 4.5% | $1.77万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $41.58万 | 0.03% | 16,644 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $41.69万 | 0.03% | 3,609 | 55 | 1.5% | $6,353 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $41.83万 | 0.03% | 2,609 | 893 | 52.0% | $14.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $42.04万 | 0.03% | 3,210 | 3 | 0.1% | $393 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $42.75万 | 0.03% | 957 | 109 | 12.9% | $4.87万 | 加仓 |
| IWP | ISHARES TR | $42.79万 | 0.03% | 3,340 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $43.16万 | 0.03% | 5,597 | 5,597 | — | $43.16万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $43.40万 | 0.03% | 2,236 | 416 | 22.9% | $8.07万 | 加仓 |
| COP | CONOCOPHILLIPS | $43.64万 | 0.03% | 3,306 | 536 | 19.4% | $7.07万 | 加仓 |
| WELL | WELLTOWER INC | $43.88万 | 0.03% | 2,220 | 332 | 17.6% | $6.56万 | 加仓 |
| URI | UNITED RENTALS INC | $44.08万 | 0.03% | 605 | 12 | 2.0% | $8,743 | 加仓 |
| AOM | ISHARES TR | $44.41万 | 0.03% | 9,376 | 76 | 0.8% | $3,600 | 加仓 |
| LOW | LOWES COS INC | $44.57万 | 0.03% | 1,886 | 163 | 9.5% | $3.85万 | 加仓 |
| EEM | ISHARES TR | $45.10万 | 0.03% | 7,942 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $45.59万 | 0.03% | 989 | 3 | 0.3% | $1,383 | 加仓 |
| DVY | ISHARES TR | $45.62万 | 0.03% | 3,013 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $45.73万 | 0.03% | 1,504 | 174 | 13.1% | $5.29万 | 加仓 |
| VV | VANGUARD INDEX FDS | $45.81万 | 0.03% | 1,533 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $45.97万 | 0.03% | 3,998 | -36 | -0.9% | -$4,140 | 减仓 |
| GLW | CORNING INC | $46.24万 | 0.03% | 3,401 | 28 | 0.8% | $3,807 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.49万 | 0.03% | 6,313 | 6,313 | — | $46.49万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $47.14万 | 0.03% | 1,442 | 83 | 6.1% | $2.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $47.78万 | 0.03% | 8,023 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.86万 | 0.04% | 1,504 | -20 | -1.3% | -$6,364 | 减仓 |
| PGR | PROGRESSIVE CORP | $48.47万 | 0.04% | 2,445 | 318 | 15.0% | $6.30万 | 加仓 |
| TMUS | T-MOBILE US INC | $48.50万 | 0.04% | 2,309 | 378 | 19.6% | $7.94万 | 加仓 |
| UNP | UNION PAC CORP | $50.84万 | 0.04% | 2,096 | 42 | 2.0% | $1.02万 | 加仓 |
| APH | AMPHENOL CORP | $52.06万 | 0.04% | 4,112 | 427 | 11.6% | $5.41万 | 加仓 |
| NTRA | NATERA INC | $52.84万 | 0.04% | 2,642 | 48 | 1.9% | $9,600 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $53.23万 | 0.04% | 5,664 | 733 | 14.9% | $6.89万 | 加仓 |
| SO | SOUTHERN CO | $54.15万 | 0.04% | 5,610 | 342 | 6.5% | $3.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.59万 | 0.04% | 8,519 | 114 | 1.4% | $7,305 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $55.07万 | 0.04% | 2,036 | 54 | 2.7% | $1.46万 | 加仓 |
| BLK | BLACKROCK INC | $55.11万 | 0.04% | 573 | 56 | 10.8% | $5.39万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.96万 | 0.04% | 11,745 | 1,925 | 19.6% | $9.66万 | 加仓 |
| FDX | FEDEX CORP | $60.46万 | 0.04% | 1,691 | 61 | 3.7% | $2.18万 | 加仓 |
| SBUX | STARBUCKS CORP | $60.62万 | 0.04% | 6,767 | 410 | 6.4% | $3.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.96万 | 0.04% | 1,239 | -59 | -4.5% | -$2.90万 | 减仓 |
| IWB | ISHARES TR | $61.01万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $61.79万 | 0.05% | 3,979 | 191 | 5.0% | $2.97万 | 加仓 |
| MFC | MANULIFE FINL CORP | $62.17万 | 0.05% | 18,053 | 925 | 5.4% | $3.19万 | 加仓 |
| CRM | SALESFORCE INC | $62.67万 | 0.05% | 3,357 | -84 | -2.4% | -$1.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.14万 | 0.05% | 2,154 | -43 | -2.0% | -$1.30万 | 减仓 |
| IWR | ISHARES TR | $65.43万 | 0.05% | 6,729 | -57 | -0.8% | -$5,542 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $67.28万 | 0.05% | 9,844 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $67.51万 | 0.05% | 15,298 | 1,996 | 15.0% | $8.81万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $67.70万 | 0.05% | 4,857 | 411 | 9.2% | $5.73万 | 加仓 |
| ETN | EATON CORP PLC | $69.35万 | 0.05% | 1,939 | 264 | 15.8% | $9.44万 | 加仓 |
| RMD | RESMED INC | $70.69万 | 0.05% | 3,149 | -11 | -0.3% | -$2,469 | 减仓 |
| QUAL | ISHARES TR | $70.95万 | 0.05% | 3,699 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $72.03万 | 0.05% | 10,014 | -467 | -4.5% | -$3.36万 | 减仓 |
| SNDK | SANDISK CORP | $72.75万 | 0.05% | 1,145 | 76 | 7.1% | $4.83万 | 加仓 |
| T | AT&T INC | $74.16万 | 0.05% | 25,580 | 3,663 | 16.7% | $10.62万 | 加仓 |
| KLAC | KLA CORP | $74.36万 | 0.05% | 505 | 10 | 2.0% | $1.47万 | 加仓 |
| IFRA | ISHARES TR | $75.81万 | 0.06% | 13,254 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $76.22万 | 0.06% | 3,567 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $78.73万 | 0.06% | 1,588 | 399 | 33.6% | $19.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $81.12万 | 0.06% | 3,097 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $81.97万 | 0.06% | 17,434 | -1,494 | -7.9% | -$7.02万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $82.64万 | 0.06% | 3,863 | 564 | 17.1% | $12.07万 | 加仓 |
| BA | BOEING CO | $84.08万 | 0.06% | 4,224 | 53 | 1.3% | $1.05万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $84.47万 | 0.06% | 9,094 | 642 | 7.6% | $5.96万 | 加仓 |
| DHR | DANAHER CORP DEL | $86.91万 | 0.06% | 4,575 | -271 | -5.6% | -$5.15万 | 减仓 |
| TJX | TJX COS INC NEW | $87.46万 | 0.06% | 5,476 | 418 | 8.3% | $6.68万 | 加仓 |
| PFE | PFIZER INC | $87.69万 | 0.06% | 31,228 | 3,290 | 11.8% | $9.24万 | 加仓 |
| IEMG | ISHARES INC | $88.37万 | 0.06% | 12,669 | -1,109 | -8.0% | -$7.74万 | 减仓 |
| IEFA | ISHARES TR | $89.02万 | 0.07% | 9,833 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $89.16万 | 0.07% | 8,999 | 3,478 | 63.0% | $34.46万 | 加仓 |
| — | TOPBUILD COR | $90.53万 | 0.07% | 2,577 | -383 | -12.9% | -$13.45万 | 减仓 |