13F 机构持仓

Moss Adams Wealth Advisors LLC

SEATTLE WA · SEC CIK 0001661245

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 30.0%
JCPB 8.5%
PAVE 6.8%
XLU 5.5%
SMH 4.9%
DFIC 4.6%
XLRE 4.5%
BUG 4.1%
XLC 3.4%
AAPL 1.9%

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
MKSI MKS INC. $34.38万0.02%773 773— $34.38万 新建仓
PWR QUANTA SVCS INC $34.35万0.02%477 173.7% $1.22万 加仓
MPC MARATHON PETE CORP $34.25万0.02%1,340 352.7% $8,945 加仓
DELL DELL TECHNOLOGIES INC $34.18万0.02%792 792— $34.18万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $34.08万0.02%2,883 1104.0% $1.30万 加仓
HWM HOWMET AEROSPACE INC $33.64万0.02%1,251 1069.3% $2.85万 加仓
VYM VANGUARD WHITEHALL FDS $33.39万0.02%2,113 00.0% — 不变
HTH HILLTOP HLDGS INC $33.06万0.02%8,526 00.0% — 不变
COP CONOCOPHILLIPS $32.99万0.02%3,173 -133-4.0% -$1.38万 减仓
CL COLGATE PALMOLIVE CO $32.87万0.02%3,585 1735.1% $1.59万 加仓
LMT LOCKHEED MARTIN CORP $32.71万0.02%642 -2-0.3% -$1,019 减仓
DASH DOORDASH INC $32.61万0.02%1,767 583.4% $1.07万 加仓
MCK MCKESSON CORP $32.53万0.02%430 00.0% — 不变
WMB WILLIAMS COS INC $32.53万0.02%4,375 -159-3.5% -$1.18万 减仓
PSX PHILLIPS 66 $32.50万0.02%1,923 532.8% $8,958 加仓
PNC PNC FINL SVCS GROUP INC $32.49万0.02%1,319 433.4% $1.06万 加仓
NOW SERVICENOW INC $32.33万0.02%3,257 -427-11.6% -$4.24万 减仓
ORLY OREILLY AUTOMOTIVE INC $31.79万0.02%3,452 37912.3% $3.49万 加仓
DHI D R HORTON INC $31.38万0.02%1,926 633.4% $1.03万 加仓
TMUS T-MOBILE US INC $31.14万0.02%1,856 -453-19.6% -$7.60万 减仓
MPWR MONOLITHIC PWR SYS INC $30.18万0.02%218 3317.8% $4.57万 加仓
IDXX IDEXX LABS INC $30.06万0.02%571 387.1% $2.00万 加仓
WAB WABTEC $30.03万0.02%1,114 181.6% $4,853 加仓
HCA HCA HEALTHCARE INC $29.83万0.02%765 334.5% $1.29万 加仓
SCHF SCHWAB STRATEGIC TR $29.78万0.02%10,749 5325.2% $1.47万 加仓
JCI JOHNSON CONTROLS INTERNATION $29.45万0.02%2,010 1226.5% $1.79万 加仓
EMR EMERSON ELEC CO $29.07万0.02%2,031 -33-1.6% -$4,723 减仓
XLY SELECT SECTOR SPDR TR $28.85万0.02%2,460 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $28.56万0.02%2,414 2089.4% $2.46万 加仓
OXY OCCIDENTAL PETE CORP $28.22万0.02%5,787 1,39531.8% $6.80万 加仓
AEP AMERICAN ELEC PWR CO INC $28.02万0.02%2,048 1326.9% $1.81万 加仓
VSH VISHAY INTERTECHNOLOGY INC $27.67万0.02%5,145 5,145— $27.67万 新建仓
FAST FASTENAL CO $27.55万0.02%5,736 -464-7.5% -$2.23万 减仓
KKR KKR & CO INC $27.34万0.02%2,979 1,05654.9% $9.69万 重新持有
SCHH SCHWAB STRATEGIC TR $26.77万0.02%11,307 00.0% — 不变
COHR COHERENT CORP $26.75万0.02%678 678— $26.75万 新建仓
EBAY EBAY INC. $26.73万0.02%2,392 1657.4% $1.84万 加仓
NSC NORFOLK SOUTHN CORP $26.62万0.02%846 192.3% $5,979 加仓
CSX CSX CORP $26.23万0.02%5,518 1773.3% $8,413 加仓
SNOW SNOWFLAKE INC $26.19万0.02%1,029 -196-16.0% -$4.99万 重新持有
FCX FREEPORT MCMORAN INC $26.14万0.02%4,157 50513.8% $3.18万 加仓
ON ON SEMICONDUCTOR CORP $26.10万0.02%2,761 2,761— $26.10万 新建仓
GM GENERAL MTRS CO $25.94万0.02%3,365 -129-3.7% -$9,944 减仓
XPO XPO INC $25.78万0.02%1,256 30.2% $616 加仓
SHOP SHOPIFY INC $25.72万0.02%2,253 1095.1% $1.24万 加仓
FANG DIAMONDBACK ENERGY INC $25.46万0.02%1,448 1279.6% $2.23万 加仓
EFA ISHARES TR $25.45万0.02%2,450 00.0% — 不变
AON AON PLC $25.18万0.02%759 759— $25.18万 新建仓
GRMN GARMIN LTD $25.16万0.02%1,059 313.0% $7,365 加仓
HOOD ROBINHOOD MKTS INC $24.90万0.02%2,483 56529.5% $5.67万 重新持有
BKR BAKER HUGHES COMPANY $24.55万0.02%4,423 42710.7% $2.37万 加仓
EZU ISHARES INC $24.54万0.02%3,531 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $24.43万0.02%532 11527.6% $5.28万 加仓
GWW WW GRAINGER INC $24.35万0.02%179 179— $24.35万 新建仓
TRV TRAVELERS COMPANIES INC $24.17万0.02%732 213.0% $6,935 加仓
SPG SIMON PPTY GROUP INC NEW $24.01万0.02%1,074 1,074— $24.01万 新建仓
NET CLOUDFLARE INC $23.82万0.01%971 971— $23.82万 新建仓
VLO VALERO ENERGY CORP $23.79万0.01%913 475.4% $1.22万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $23.47万0.01%939 212.3% $5,250 重新持有
KMI KINDER MORGAN INC DEL $23.40万0.01%7,320 5528.2% $1.76万 加仓
JBL JABIL INC $23.36万0.01%606 606— $23.36万 新建仓
CIEN CIENA CORP $23.30万0.01%475 475— $23.30万 新建仓
DAL DELTA AIR LINES INC $23.28万0.01%2,486 2,486— $23.28万 新建仓
MNST MONSTER BEVERAGE CORP NEW $23.22万0.01%2,416 2,416— $23.22万 新建仓
FICO FAIR ISAAC CORP $23.06万0.01%193 3018.4% $3.58万 重新持有
FLEX FLEX LTD $23.05万0.01%1,422 1,422— $23.05万 新建仓
STLD STEEL DYNAMICS INC $22.93万0.01%997 997— $22.93万 新建仓
KR KROGER CO $22.93万0.01%4,129 -220-5.1% -$1.22万 减仓
ITW ILLINOIS TOOL WKS INC $22.91万0.01%842 10.1% $272 加仓
RL RALPH LAUREN CORP $22.65万0.01%563 563— $22.65万 新建仓
ILMN ILLUMINA INC $22.56万0.01%1,283 1,283— $22.56万 新建仓
ACGL ARCH CAP GROUP LTD $22.41万0.01%2,309 -5-0.2% -$485 减仓
AJG GALLAGHER ARTHUR J & CO $22.27万0.01%970 970— $22.27万 新建仓
— INVESCO EXCHANGE TRADED FD T $22.23万0.01%4,700 4,700— $22.23万 新建仓
BSX BOSTON SCIENTIFIC CORP $22.21万0.01%5,205 48310.2% $2.06万 加仓
CFG CITIZENS FINL GROUP INC $22.20万0.01%3,168 3,168— $22.20万 新建仓
VTV VANGUARD INDEX FDS $22.19万0.01%1,018 1,018— $22.19万 新建仓
TDG TRANSDIGM GROUP INC $22.11万0.01%166 166— $22.11万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $21.97万0.01%756 -21-2.7% -$6,104 减仓
BP BP PLC $21.72万0.01%5,878 00.0% — 不变
EXPE EXPEDIA GROUP INC $21.65万0.01%846 7810.2% $2.00万 重新持有
IUSG ISHARES TR $21.56万0.01%1,146 1,146— $21.56万 新建仓
CEG CONSTELLATION ENERGY CORP $21.51万0.01%866 -130-13.1% -$3.23万 减仓
SNPS SYNOPSYS INC $21.46万0.01%481 -48-9.1% -$2.14万 减仓
BDX BECTON DICKINSON & CO $21.44万0.01%1,417 -76-5.1% -$1.15万 减仓
RCL ROYAL CARIBBEAN GROUP $21.28万0.01%667 667— $21.28万 新建仓
RF REGIONS FINANCIAL CORP NEW $21.11万0.01%6,930 6,930— $21.11万 新建仓
F FORD MTR CO $21.09万0.01%15,174 5653.9% $7,854 加仓
CCL CARNIVAL CORP LTD $21.04万0.01%7,364 7,364— $21.04万 新建仓
A AGILENT TECHNOLOGIES INC $20.95万0.01%1,574 1,574— $20.95万 新建仓
PAYX PAYCHEX INC $20.94万0.01%2,130 2,130— $20.94万 新建仓
LFUS LITTELFUSE INC $20.76万0.01%456 456— $20.76万 新建仓
D DOMINION ENERGY INC $20.68万0.01%3,029 3,029— $20.68万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $20.53万0.01%4,536 4,536— $20.53万 新建仓
VNQ VANGUARD INDEX FDS $20.43万0.01%2,118 2,118— $20.43万 新建仓
YUM YUM BRANDS INC $20.39万0.01%1,275 1,275— $20.39万 新建仓
GIS GENERAL MILLS INC $20.35万0.01%5,849 5,849— $20.35万 新建仓
HIG HARTFORD INSURANCE GROUP INC $20.30万0.01%1,525 -31-2.0% -$4,127 减仓
VST VISTRA CORP $20.07万0.01%1,265 1,265— $20.07万 新建仓
VTRS VIATRIS INC $16.46万0.01%10,364 10,364— $16.46万 新建仓