Moss Adams Wealth Advisors LLC
SEATTLE WA · SEC CIK 0001661245
$16.00亿2026Q2 申报市值
307持仓数
74.3%前十大占比 · 第一大 30.0%
44 / 16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
VTI 加仓+$1,391.02万
JCPB 加仓+$1,303.24万
BUG 加仓+$1,059.97万
XLU 加仓+$642.12万
DFIC 加仓+$424.77万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$3,474.39万
CIBR 减仓-$406.42万
VIOO 减仓-$252.74万
SOXX 减仓-$189.47万
COST 减仓-$178.65万
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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $609.86万 | 0.38% | 9,518 | -2,957 | -23.7% | -$189.47万 | 减仓 |
| META | META PLATFORMS INC | $624.63万 | 0.39% | 11,089 | -252 | -2.2% | -$14.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $715.67万 | 0.45% | 10,420 | 1,534 | 17.3% | $105.36万 | 加仓 |
| AVGO | BROADCOM INC | $770.83万 | 0.48% | 20,406 | 620 | 3.1% | $23.42万 | 加仓 |
| GOOG | ALPHABET INC | $1,001.45万 | 0.63% | 28,343 | 471 | 1.7% | $16.64万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,183.13万 | 0.74% | 228,493 | 11,535 | 5.3% | $59.73万 | 加仓 |
| AMZN | AMAZON COM INC | $1,222.17万 | 0.76% | 51,279 | 959 | 1.9% | $22.86万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,367.70万 | 0.85% | 99,440 | -18,376 | -15.6% | -$252.74万 | 减仓 |
| GOOGL | ALPHABET INC | $1,537.15万 | 0.96% | 43,013 | 621 | 1.5% | $22.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,711.69万 | 1.07% | 45,887 | 716 | 1.6% | $26.71万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,735.92万 | 1.08% | 344,497 | -5,131 | -1.5% | -$25.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,741.75万 | 1.09% | 87,048 | 4,300 | 5.2% | $86.04万 | 加仓 |
| IWV | ISHARES TR | $1,781.64万 | 1.11% | 41,783 | -148 | -0.4% | -$6.31万 | 减仓 |
| AAPL | APPLE INC | $2,991.59万 | 1.87% | 103,386 | -3,714 | -3.5% | -$107.47万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $5,403.13万 | 3.38% | 504,352 | 19,828 | 4.1% | $212.42万 | 加仓 |
| BUG | GLOBAL X FDS | $6,584.07万 | 4.11% | 1,724,031 | 277,551 | 19.2% | $1,059.97万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $7,268.35万 | 4.54% | 1,650,772 | 61,185 | 3.8% | $269.40万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,364.60万 | 4.60% | 1,976,543 | 114,001 | 6.1% | $424.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $7,903.10万 | 4.94% | 120,494 | -52,972 | -30.5% | -$3,474.39万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $8,791.81万 | 5.49% | 1,939,085 | 141,624 | 7.9% | $642.12万 | 加仓 |
| PAVE | GLOBAL X FDS | $1.09亿 | 6.81% | 1,847,570 | 30,612 | 1.7% | $180.63万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.36亿 | 8.51% | 2,903,040 | 277,639 | 10.6% | $1,303.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4.80亿 | 30.00% | 1,297,507 | 37,591 | 3.0% | $1,391.02万 | 加仓 |