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 |
|---|---|---|---|---|---|---|---|---|
| — | FUNDRISE INNOVATION FD LLC | $0 | 0.00% | 0 | -13,426 | -100.0% | -$175.81万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -2,577 | -100.0% | -$90.53万 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,844 | -100.0% | -$67.28万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,023 | -100.0% | -$47.78万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,313 | -100.0% | -$46.49万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -7,942 | -100.0% | -$45.10万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16,644 | -100.0% | -$41.58万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -11,787 | -100.0% | -$33.84万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$33.42万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,327 | -100.0% | -$32.26万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,393 | -100.0% | -$28.72万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -4,879 | -100.0% | -$27.74万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -383 | -100.0% | -$26.14万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,738 | -100.0% | -$23.90万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -508 | -100.0% | -$22.16万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -660 | -100.0% | -$20.74万 | 清仓 |
| — | TRINITY BIOTECH INVT LTD | $9,979 | 0.00% | 25,666 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $1.80万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $2.93万 | 0.00% | 16,645 | 16,645 | — | $2.93万 | 新建仓 |
| — | NANOVIRICIDES INC | $2.97万 | 0.00% | 21,500 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.79万 | 0.00% | 12,522 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $5.88万 | 0.00% | 13,838 | 13,838 | — | $5.88万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $14.65万 | 0.01% | 15,161 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $16.46万 | 0.01% | 10,364 | 10,364 | — | $16.46万 | 新建仓 |
| VST | VISTRA CORP | $20.07万 | 0.01% | 1,265 | 1,265 | — | $20.07万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.30万 | 0.01% | 1,525 | -31 | -2.0% | -$4,127 | 减仓 |
| GIS | GENERAL MILLS INC | $20.35万 | 0.01% | 5,849 | 5,849 | — | $20.35万 | 新建仓 |
| YUM | YUM BRANDS INC | $20.39万 | 0.01% | 1,275 | 1,275 | — | $20.39万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.43万 | 0.01% | 2,118 | 2,118 | — | $20.43万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.53万 | 0.01% | 4,536 | 4,536 | — | $20.53万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.68万 | 0.01% | 3,029 | 3,029 | — | $20.68万 | 新建仓 |
| LFUS | LITTELFUSE INC | $20.76万 | 0.01% | 456 | 456 | — | $20.76万 | 新建仓 |
| PAYX | PAYCHEX INC | $20.94万 | 0.01% | 2,130 | 2,130 | — | $20.94万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.95万 | 0.01% | 1,574 | 1,574 | — | $20.95万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $21.04万 | 0.01% | 7,364 | 7,364 | — | $21.04万 | 新建仓 |
| F | FORD MTR CO | $21.09万 | 0.01% | 15,174 | 565 | 3.9% | $7,854 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.11万 | 0.01% | 6,930 | 6,930 | — | $21.11万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $21.28万 | 0.01% | 667 | 667 | — | $21.28万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.44万 | 0.01% | 1,417 | -76 | -5.1% | -$1.15万 | 减仓 |
| SNPS | SYNOPSYS INC | $21.46万 | 0.01% | 481 | -48 | -9.1% | -$2.14万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.51万 | 0.01% | 866 | -130 | -13.1% | -$3.23万 | 减仓 |
| IUSG | ISHARES TR | $21.56万 | 0.01% | 1,146 | 1,146 | — | $21.56万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $21.65万 | 0.01% | 846 | 78 | 10.2% | $2.00万 | 重新持有 |
| BP | BP PLC | $21.72万 | 0.01% | 5,878 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.97万 | 0.01% | 756 | -21 | -2.7% | -$6,104 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $22.11万 | 0.01% | 166 | 166 | — | $22.11万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.19万 | 0.01% | 1,018 | 1,018 | — | $22.19万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $22.20万 | 0.01% | 3,168 | 3,168 | — | $22.20万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.21万 | 0.01% | 5,205 | 483 | 10.2% | $2.06万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $22.23万 | 0.01% | 4,700 | 4,700 | — | $22.23万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.27万 | 0.01% | 970 | 970 | — | $22.27万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $22.41万 | 0.01% | 2,309 | -5 | -0.2% | -$485 | 减仓 |
| ILMN | ILLUMINA INC | $22.56万 | 0.01% | 1,283 | 1,283 | — | $22.56万 | 新建仓 |
| RL | RALPH LAUREN CORP | $22.65万 | 0.01% | 563 | 563 | — | $22.65万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.91万 | 0.01% | 842 | 1 | 0.1% | $272 | 加仓 |
| KR | KROGER CO | $22.93万 | 0.01% | 4,129 | -220 | -5.1% | -$1.22万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $22.93万 | 0.01% | 997 | 997 | — | $22.93万 | 新建仓 |
| FLEX | FLEX LTD | $23.05万 | 0.01% | 1,422 | 1,422 | — | $23.05万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $23.06万 | 0.01% | 193 | 30 | 18.4% | $3.58万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.22万 | 0.01% | 2,416 | 2,416 | — | $23.22万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $23.28万 | 0.01% | 2,486 | 2,486 | — | $23.28万 | 新建仓 |
| CIEN | CIENA CORP | $23.30万 | 0.01% | 475 | 475 | — | $23.30万 | 新建仓 |
| JBL | JABIL INC | $23.36万 | 0.01% | 606 | 606 | — | $23.36万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.40万 | 0.01% | 7,320 | 552 | 8.2% | $1.76万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.47万 | 0.01% | 939 | 21 | 2.3% | $5,250 | 重新持有 |
| VLO | VALERO ENERGY CORP | $23.79万 | 0.01% | 913 | 47 | 5.4% | $1.22万 | 加仓 |
| NET | CLOUDFLARE INC | $23.82万 | 0.01% | 971 | 971 | — | $23.82万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.01万 | 0.02% | 1,074 | 1,074 | — | $24.01万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.17万 | 0.02% | 732 | 21 | 3.0% | $6,935 | 加仓 |
| GWW | WW GRAINGER INC | $24.35万 | 0.02% | 179 | 179 | — | $24.35万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.43万 | 0.02% | 532 | 115 | 27.6% | $5.28万 | 加仓 |
| EZU | ISHARES INC | $24.54万 | 0.02% | 3,531 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $24.55万 | 0.02% | 4,423 | 427 | 10.7% | $2.37万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $24.90万 | 0.02% | 2,483 | 565 | 29.5% | $5.67万 | 重新持有 |
| GRMN | GARMIN LTD | $25.16万 | 0.02% | 1,059 | 31 | 3.0% | $7,365 | 加仓 |
| AON | AON PLC | $25.18万 | 0.02% | 759 | 759 | — | $25.18万 | 新建仓 |
| EFA | ISHARES TR | $25.45万 | 0.02% | 2,450 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $25.46万 | 0.02% | 1,448 | 127 | 9.6% | $2.23万 | 加仓 |
| SHOP | SHOPIFY INC | $25.72万 | 0.02% | 2,253 | 109 | 5.1% | $1.24万 | 加仓 |
| XPO | XPO INC | $25.78万 | 0.02% | 1,256 | 3 | 0.2% | $616 | 加仓 |
| GM | GENERAL MTRS CO | $25.94万 | 0.02% | 3,365 | -129 | -3.7% | -$9,944 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $26.10万 | 0.02% | 2,761 | 2,761 | — | $26.10万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $26.14万 | 0.02% | 4,157 | 505 | 13.8% | $3.18万 | 加仓 |
| SNOW | SNOWFLAKE INC | $26.19万 | 0.02% | 1,029 | -196 | -16.0% | -$4.99万 | 重新持有 |
| CSX | CSX CORP | $26.23万 | 0.02% | 5,518 | 177 | 3.3% | $8,413 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $26.62万 | 0.02% | 846 | 19 | 2.3% | $5,979 | 加仓 |
| EBAY | EBAY INC. | $26.73万 | 0.02% | 2,392 | 165 | 7.4% | $1.84万 | 加仓 |
| COHR | COHERENT CORP | $26.75万 | 0.02% | 678 | 678 | — | $26.75万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.77万 | 0.02% | 11,307 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $27.34万 | 0.02% | 2,979 | 1,056 | 54.9% | $9.69万 | 重新持有 |
| FAST | FASTENAL CO | $27.55万 | 0.02% | 5,736 | -464 | -7.5% | -$2.23万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $27.67万 | 0.02% | 5,145 | 5,145 | — | $27.67万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.02万 | 0.02% | 2,048 | 132 | 6.9% | $1.81万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $28.22万 | 0.02% | 5,787 | 1,395 | 31.8% | $6.80万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $28.56万 | 0.02% | 2,414 | 208 | 9.4% | $2.46万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.85万 | 0.02% | 2,460 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $29.07万 | 0.02% | 2,031 | -33 | -1.6% | -$4,723 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.45万 | 0.02% | 2,010 | 122 | 6.5% | $1.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.78万 | 0.02% | 10,749 | 532 | 5.2% | $1.47万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $29.83万 | 0.02% | 765 | 33 | 4.5% | $1.29万 | 加仓 |