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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $31.43万 | 0.02% | 2,164 | 77 | 3.7% | $1.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.37万 | 0.02% | 5,022 | 5,022 | — | $31.37万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.29万 | 0.02% | 2,113 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $30.54万 | 0.02% | 8,526 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $29.95万 | 0.02% | 533 | -8 | -1.5% | -$4,495 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.94万 | 0.02% | 767 | -21 | -2.7% | -$8,199 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $29.63万 | 0.02% | 4,722 | -980 | -17.2% | -$6.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.57万 | 0.02% | 677 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $29.24万 | 0.02% | 212 | 212 | — | $29.24万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $29.08万 | 0.02% | 3,412 | 221 | 6.9% | $1.88万 | 加仓 |
| FAST | FASTENAL CO | $28.77万 | 0.02% | 6,200 | 1,152 | 22.8% | $5.35万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $28.76万 | 0.02% | 4,392 | -4,090 | -48.2% | -$26.78万 | 减仓 |
| NKE | NIKE INC | $28.72万 | 0.02% | 5,393 | -95 | -1.7% | -$5,059 | 减仓 |
| PLD | PROLOGIS INC. | $28.41万 | 0.02% | 2,149 | -159 | -6.9% | -$2.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.37万 | 0.02% | 3,073 | 69 | 2.3% | $6,369 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.34万 | 0.02% | 2,389 | 298 | 14.3% | $3.54万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $27.81万 | 0.02% | 996 | 138 | 16.1% | $3.85万 | 加仓 |
| CMF | ISHARES TR | $27.74万 | 0.02% | 4,879 | -6,003 | -55.2% | -$34.13万 | 减仓 |
| BP | BP PLC | $27.63万 | 0.02% | 5,878 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $27.39万 | 0.02% | 1,096 | 37 | 3.5% | $9,247 | 加仓 |
| EMR | EMERSON ELEC CO | $27.05万 | 0.02% | 2,064 | 108 | 5.5% | $1.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $26.96万 | 0.02% | 1,076 | 1,076 | — | $26.96万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.82万 | 0.02% | 777 | 69 | 9.7% | $2.38万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $26.81万 | 0.02% | 2,460 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.56万 | 0.02% | 1,276 | 211 | 19.8% | $4.39万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.39万 | 0.02% | 1,145 | -11 | -1.0% | -$2,535 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.14万 | 0.02% | 383 | 32 | 9.1% | $2.18万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.13万 | 0.02% | 1,321 | 1,321 | — | $26.13万 | 新建仓 |
| GM | GENERAL MTRS CO | $26.03万 | 0.02% | 3,494 | 338 | 10.7% | $2.52万 | 加仓 |
| DASH | DOORDASH INC | $25.66万 | 0.02% | 1,709 | 121 | 7.6% | $1.82万 | 加仓 |
| DHI | D R HORTON INC | $25.57万 | 0.02% | 1,863 | 53 | 2.9% | $7,273 | 加仓 |
| SHOP | SHOPIFY INC | $25.43万 | 0.02% | 2,144 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.29万 | 0.02% | 10,217 | 461 | 4.7% | $1.14万 | 加仓 |
| PWR | QUANTA SVCS INC | $25.26万 | 0.02% | 460 | 460 | — | $25.26万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.11万 | 0.02% | 1,916 | 1,916 | — | $25.11万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.80万 | 0.02% | 1,888 | 86 | 4.8% | $1.13万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.58万 | 0.02% | 2,206 | -646 | -22.7% | -$7.20万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $24.39万 | 0.02% | 3,996 | 3,996 | — | $24.39万 | 新建仓 |
| XPO | XPO INC | $24.38万 | 0.02% | 1,253 | 1,253 | — | $24.38万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $24.30万 | 0.02% | 11,307 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $23.90万 | 0.02% | 5,738 | 5,738 | — | $23.90万 | 新建仓 |
| GRMN | GARMIN LTD | $23.85万 | 0.02% | 1,028 | 141 | 15.9% | $3.27万 | 重新持有 |
| EFA | ISHARES TR | $23.80万 | 0.02% | 2,450 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $23.74万 | 0.02% | 827 | 36 | 4.6% | $1.03万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $23.48万 | 0.02% | 1,493 | 82 | 5.8% | $1.29万 | 加仓 |
| CVS | CVS HEALTH CORP | $23.34万 | 0.02% | 3,250 | 234 | 7.8% | $1.68万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $22.69万 | 0.02% | 6,768 | 6,768 | — | $22.69万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $22.37万 | 0.02% | 2,258 | 2,258 | — | $22.37万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $22.21万 | 0.02% | 2,314 | 54 | 2.4% | $5,183 | 加仓 |
| MCO | MOODYS CORP | $22.16万 | 0.02% | 508 | 508 | — | $22.16万 | 新建仓 |
| EZU | ISHARES INC | $22.12万 | 0.02% | 3,531 | -2,094 | -37.2% | -$13.12万 | 减仓 |
| ALL | ALLSTATE CORP | $22.05万 | 0.02% | 1,059 | 1,059 | — | $22.05万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.03万 | 0.02% | 841 | 19 | 2.3% | $4,977 | 加仓 |
| CSX | CSX CORP | $21.92万 | 0.02% | 5,341 | 5,341 | — | $21.92万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $21.47万 | 0.02% | 3,652 | 3,652 | — | $21.47万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.41万 | 0.02% | 866 | 866 | — | $21.41万 | 新建仓 |
| USB | US BANCORP | $21.33万 | 0.02% | 4,061 | 4,061 | — | $21.33万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.13万 | 0.02% | 1,556 | 1,556 | — | $21.13万 | 新建仓 |
| SNPS | SYNOPSYS INC | $20.97万 | 0.02% | 529 | -9 | -1.7% | -$3,568 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $20.74万 | 0.02% | 711 | 711 | — | $20.74万 | 新建仓 |
| COR | CENCORA INC | $20.74万 | 0.02% | 660 | 12 | 1.9% | $3,770 | 加仓 |
| EBAY | EBAY INC. | $20.27万 | 0.01% | 2,227 | 2,227 | — | $20.27万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.27万 | 0.01% | 185 | 185 | — | $20.27万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.22万 | 0.01% | 417 | 61 | 17.1% | $2.96万 | 加仓 |
| F | FORD MTR CO | $16.86万 | 0.01% | 14,609 | 317 | 2.2% | $3,658 | 加仓 |
| — | FIRST TR SR FLTG RATE INCOME | $14.62万 | 0.01% | 15,161 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.86万 | 0.00% | 12,522 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $5.08万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $1.96万 | 0.00% | 21,500 | 1,500 | 7.5% | $1,368 | 加仓 |
| — | TRINITY BIOTECH INVT LTD | $1.39万 | 0.00% | 25,666 | 0 | 0.0% | — | 不变 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -22,496 | -100.0% | -$162.26万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -679 | -100.0% | -$41.11万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,527 | -100.0% | -$40.97万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -111 | -100.0% | -$37.65万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,668 | -100.0% | -$30.81万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -12,657 | -100.0% | -$29.23万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -3,386 | -100.0% | -$26.98万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,216 | -100.0% | -$25.27万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,775 | -100.0% | -$20.69万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,348 | -100.0% | -$20.09万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$9.40万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -13,170 | -100.0% | -$2.57万 | 清仓 |