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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $94.34万 | 0.06% | 1,513 | 16 | 1.1% | $9,977 | 加仓 |
| MCD | MCDONALDS CORP | $92.36万 | 0.06% | 3,417 | -755 | -18.1% | -$20.41万 | 减仓 |
| GLW | CORNING INC | $88.86万 | 0.06% | 3,479 | 78 | 2.3% | $1.99万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $88.09万 | 0.06% | 2,957 | 699 | 31.0% | $20.82万 | 加仓 |
| LIN | LINDE PLC | $86.99万 | 0.05% | 1,676 | 88 | 5.5% | $4.57万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $86.49万 | 0.05% | 7,025 | -826 | -10.5% | -$10.17万 | 减仓 |
| IWD | ISHARES TR | $86.47万 | 0.05% | 3,567 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $84.46万 | 0.05% | 1,982 | 43 | 2.2% | $1.83万 | 加仓 |
| DHR | DANAHER CORP DEL | $82.23万 | 0.05% | 4,309 | -266 | -5.8% | -$5.08万 | 减仓 |
| TJX | TJX COS INC NEW | $81.36万 | 0.05% | 5,371 | -105 | -1.9% | -$1.59万 | 减仓 |
| QUAL | ISHARES TR | $81.17万 | 0.05% | 3,699 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $79.59万 | 0.05% | 1,586 | 347 | 28.0% | $17.41万 | 加仓 |
| ADSK | AUTODESK INC | $76.14万 | 0.05% | 3,916 | -167 | -4.1% | -$3.25万 | 减仓 |
| APH | AMPHENOL CORP | $75.50万 | 0.05% | 4,276 | 164 | 4.0% | $2.90万 | 加仓 |
| URI | UNITED RENTALS INC | $73.98万 | 0.05% | 653 | 48 | 7.9% | $5.44万 | 加仓 |
| IWR | ISHARES TR | $73.64万 | 0.05% | 6,675 | -54 | -0.8% | -$5,957 | 减仓 |
| IFRA | ISHARES TR | $73.04万 | 0.05% | 11,586 | -1,668 | -12.6% | -$10.52万 | 减仓 |
| NTRA | NATERA INC | $72.21万 | 0.05% | 2,660 | 18 | 0.7% | $4,886 | 加仓 |
| TXN | TEXAS INSTRS INC | $71.35万 | 0.04% | 2,394 | 158 | 7.1% | $4.71万 | 加仓 |
| IWB | ISHARES TR | $70.07万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $69.83万 | 0.04% | 915 | 148 | 19.3% | $11.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $68.98万 | 0.04% | 7,602 | -2,142 | -22.0% | -$19.44万 | 减仓 |
| PFE | PFIZER INC | $68.80万 | 0.04% | 28,570 | -2,658 | -8.5% | -$6.40万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $67.72万 | 0.04% | 7,846 | 7,846 | — | $67.72万 | 新建仓 |
| USB | US BANCORP | $67.54万 | 0.04% | 11,087 | 7,026 | 173.0% | $42.80万 | 加仓 |
| SBUX | STARBUCKS CORP | $67.00万 | 0.04% | 6,557 | -210 | -3.1% | -$2.15万 | 减仓 |
| RMD | RESMED INC | $65.75万 | 0.04% | 3,374 | 225 | 7.1% | $4.38万 | 加仓 |
| INTU | INTUIT | $64.73万 | 0.04% | 2,480 | -208 | -7.7% | -$5.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.59万 | 0.04% | 9,065 | 546 | 6.4% | $3.89万 | 加仓 |
| — | EA SERIES TRUST | $63.05万 | 0.04% | 18,986 | 18,986 | — | $63.05万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $62.01万 | 0.04% | 1,561 | 57 | 3.8% | $2.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $61.65万 | 0.04% | 4,880 | 23 | 0.5% | $2,906 | 加仓 |
| UNP | UNION PAC CORP | $60.57万 | 0.04% | 2,227 | 131 | 6.2% | $3.56万 | 加仓 |
| ALL | ALLSTATE CORP | $59.22万 | 0.04% | 2,478 | 1,419 | 134.0% | $33.91万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.77万 | 0.04% | 3,342 | 129 | 4.0% | $2.19万 | 加仓 |
| APP | APPLOVIN CORP | $56.31万 | 0.04% | 1,093 | 69 | 6.7% | $3.56万 | 加仓 |
| PGR | PROGRESSIVE CORP | $55.12万 | 0.03% | 2,523 | 78 | 3.2% | $1.70万 | 加仓 |
| BX | BLACKSTONE INC | $54.95万 | 0.03% | 4,670 | 672 | 16.8% | $7.91万 | 加仓 |
| VGT | VANGUARD WORLD FD | $54.95万 | 0.03% | 4,597 | -3 | -0.1% | -$359 | 减仓 |
| SO | SOUTHERN CO | $54.68万 | 0.03% | 5,713 | 103 | 1.8% | $9,858 | 加仓 |
| VV | VANGUARD INDEX FDS | $54.30万 | 0.03% | 1,579 | 46 | 3.0% | $1.58万 | 加仓 |
| CRM | SALESFORCE INC | $54.30万 | 0.03% | 3,459 | 102 | 3.0% | $1.60万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $53.78万 | 0.03% | 1,433 | 96 | 7.2% | $3.60万 | 加仓 |
| FDX | FEDEX CORP | $52.94万 | 0.03% | 1,684 | -7 | -0.4% | -$2,201 | 减仓 |
| BLK | BLACKROCK INC | $52.42万 | 0.03% | 545 | -28 | -4.9% | -$2.69万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.27万 | 0.03% | 1,052 | 95 | 9.9% | $4.72万 | 加仓 |
| T | AT&T INC | $51.53万 | 0.03% | 24,893 | -687 | -2.7% | -$1.42万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $50.63万 | 0.03% | 1,532 | 28 | 1.9% | $9,253 | 加仓 |
| DE | DEERE & CO | $49.67万 | 0.03% | 781 | 64 | 8.9% | $4.07万 | 加仓 |
| WELL | WELLTOWER INC | $49.54万 | 0.03% | 2,183 | -37 | -1.7% | -$8,397 | 减仓 |
| PEP | PEPSICO INC | $49.30万 | 0.03% | 3,641 | -338 | -8.5% | -$4.58万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $49.24万 | 0.03% | 5,336 | -328 | -5.8% | -$3.03万 | 减仓 |
| HON | HONEYWELL INTL INC | $49.11万 | 0.03% | 2,193 | -2,153 | -49.5% | -$48.21万 | 减仓 |
| MMM | 3M CO | $48.99万 | 0.03% | 3,025 | 861 | 39.8% | $13.94万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $48.35万 | 0.03% | 2,187 | 2,187 | — | $48.35万 | 新建仓 |
| DDOG | DATADOG INC | $48.32万 | 0.03% | 1,856 | 340 | 22.4% | $8.85万 | 重新持有 |
| QCOM | QUALCOMM INC | $48.17万 | 0.03% | 2,607 | 154 | 6.3% | $2.85万 | 加仓 |
| CB | CHUBB LIMITED | $47.88万 | 0.03% | 1,401 | -41 | -2.8% | -$1.40万 | 减仓 |
| IWP | ISHARES TR | $47.41万 | 0.03% | 3,238 | -102 | -3.1% | -$1.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.11万 | 0.03% | 11,126 | -619 | -5.3% | -$2.62万 | 减仓 |
| DVY | ISHARES TR | $47.09万 | 0.03% | 3,013 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $46.94万 | 0.03% | 658 | 15 | 2.3% | $1.07万 | 加仓 |
| AOM | ISHARES TR | $46.94万 | 0.03% | 9,408 | 32 | 0.3% | $1,596 | 加仓 |
| EME | EMCOR GROUP INC | $46.89万 | 0.03% | 565 | 5 | 0.9% | $4,149 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $46.35万 | 0.03% | 6,423 | -3,591 | -35.9% | -$25.91万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $45.52万 | 0.03% | 2,554 | 204 | 8.7% | $3.64万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $44.61万 | 0.03% | 456 | 16 | 3.6% | $1.57万 | 加仓 |
| DIS | DISNEY WALT CO | $44.18万 | 0.03% | 4,554 | 342 | 8.1% | $3.32万 | 加仓 |
| MDT | MEDTRONIC PLC | $43.86万 | 0.03% | 5,559 | 845 | 17.9% | $6.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $43.65万 | 0.03% | 5,981 | 444 | 8.0% | $3.24万 | 加仓 |
| LASR | NLIGHT INC | $43.51万 | 0.03% | 6,249 | -27 | -0.4% | -$1,880 | 减仓 |
| PCAR | PACCAR INC | $42.42万 | 0.03% | 3,531 | -78 | -2.2% | -$9,370 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $42.14万 | 0.03% | 3,329 | 119 | 3.7% | $1.51万 | 加仓 |
| EQIX | EQUINIX INC | $40.45万 | 0.03% | 388 | 10 | 2.6% | $1.04万 | 加仓 |
| FIX | COMFORT SYS USA INC | $40.43万 | 0.03% | 204 | -8 | -3.8% | -$1.59万 | 减仓 |
| LOW | LOWES COS INC | $40.32万 | 0.03% | 1,829 | -57 | -3.0% | -$1.26万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $40.23万 | 0.03% | 819 | 34 | 4.3% | $1.67万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.97万 | 0.02% | 1,128 | -22 | -1.9% | -$7,795 | 减仓 |
| SPGI | S&P GLOBAL INC | $39.59万 | 0.02% | 972 | 176 | 22.1% | $7.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.45万 | 0.02% | 1,748 | 899 | 105.9% | $20.29万 | 重新持有 |
| CVS | CVS HEALTH CORP | $39.23万 | 0.02% | 3,792 | 542 | 16.7% | $5.61万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $39.05万 | 0.02% | 1,947 | -32 | -1.6% | -$6,418 | 减仓 |
| — | ISHARES TR | $38.88万 | 0.02% | 8,559 | 124 | 1.5% | $5,632 | 加仓 |
| LH | LABCORP HOLDINGS INC | $38.53万 | 0.02% | 1,376 | 12 | 0.9% | $3,360 | 加仓 |
| — | NUSHARES ETF TR | $38.27万 | 0.02% | 17,854 | 6 | 0.0% | $129 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $38.04万 | 0.02% | 1,136 | 60 | 5.6% | $2.01万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.24万 | 0.02% | 6,462 | 36 | 0.6% | $2,074 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $36.91万 | 0.02% | 6,020 | 6,020 | — | $36.91万 | 新建仓 |
| SYK | STRYKER CORPORATION | $36.91万 | 0.02% | 1,169 | -19 | -1.6% | -$5,999 | 减仓 |
| VUG | VANGUARD INDEX FDS | $35.92万 | 0.02% | 4,170 | 108 | 2.7% | $9,303 | 加仓 |
| PLD | PROLOGIS INC. | $35.58万 | 0.02% | 2,626 | 477 | 22.2% | $6.46万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.55万 | 0.02% | 894 | -95 | -9.6% | -$3.78万 | 减仓 |
| FTNT | FORTINET INC | $35.41万 | 0.02% | 2,305 | 2,305 | — | $35.41万 | 新建仓 |
| O | REALTY INCOME CORP | $35.24万 | 0.02% | 5,688 | -98 | -1.7% | -$6,072 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $35.23万 | 0.02% | 2,436 | 47 | 2.0% | $6,798 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.22万 | 0.02% | 5,039 | 17 | 0.3% | $1,188 | 加仓 |
| AMT | AMERICAN TOWER CORP | $35.11万 | 0.02% | 2,123 | -174 | -7.6% | -$2.88万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.06万 | 0.02% | 1,573 | -59 | -3.6% | -$1.32万 | 减仓 |
| NEM | NEWMONT CORP | $34.92万 | 0.02% | 3,739 | 32 | 0.9% | $2,989 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.40万 | 0.02% | 889 | 240 | 37.0% | $9.29万 | 重新持有 |