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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4.04亿 | 29.56% | 1,259,916 | 38,437 | 3.1% | $1,233.10万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.24亿 | 9.04% | 2,625,401 | 59,344 | 2.3% | $279.39万 | 加仓 |
| PAVE | GLOBAL X FDS | $9,231.97万 | 6.75% | 1,816,958 | 52,695 | 3.0% | $267.74万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $8,248.55万 | 6.03% | 1,797,461 | 84,735 | 4.9% | $388.85万 | 加仓 |
| SMH | VANECK ETF TRUST | $6,650.68万 | 4.86% | 173,466 | -3,966 | -2.2% | -$152.06万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,617.61万 | 4.84% | 1,862,542 | 70,697 | 3.9% | $251.19万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $6,490.28万 | 4.75% | 1,589,587 | 70,032 | 4.6% | $285.94万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5,371.43万 | 3.93% | 484,524 | 6,637 | 1.4% | $73.58万 | 加仓 |
| BUG | GLOBAL X FDS | $3,632.11万 | 2.66% | 1,446,480 | -140,051 | -8.8% | -$351.67万 | 减仓 |
| AAPL | APPLE INC | $2,718.10万 | 1.99% | 107,100 | 3,618 | 3.5% | $91.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,672.09万 | 1.22% | 45,171 | -418 | -0.9% | -$15.47万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,596.05万 | 1.17% | 349,628 | -11,751 | -3.3% | -$53.64万 | 减仓 |
| IWV | ISHARES TR | $1,554.32万 | 1.14% | 41,931 | -7,055 | -14.4% | -$261.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,443.21万 | 1.06% | 82,748 | 6,810 | 9.0% | $118.77万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,352.88万 | 0.99% | 117,816 | -6,994 | -5.6% | -$80.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1,219.01万 | 0.89% | 42,392 | 1,890 | 4.7% | $54.35万 | 加仓 |
| AMZN | AMAZON COM INC | $1,048.01万 | 0.77% | 50,320 | 1,534 | 3.1% | $31.95万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,017.75万 | 0.74% | 216,958 | 3,231 | 1.5% | $15.16万 | 加仓 |
| GOOG | ALPHABET INC | $799.54万 | 0.58% | 27,872 | 1,284 | 4.8% | $36.83万 | 加仓 |
| — | EXXON MOBIL CORP | $653.99万 | 0.48% | 38,547 | 1,021 | 2.7% | $17.32万 | 加仓 |
| META | META PLATFORMS INC | $648.84万 | 0.47% | 11,341 | 528 | 4.9% | $30.21万 | 加仓 |
| AVGO | BROADCOM INC | $612.41万 | 0.45% | 19,786 | 1,512 | 8.3% | $46.80万 | 加仓 |
| IJR | ISHARES TR | $572.41万 | 0.42% | 46,047 | -121,537 | -72.5% | -$1,510.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $530.96万 | 0.39% | 8,886 | 27 | 0.3% | $1.61万 | 加仓 |
| VPU | VANGUARD WORLD FD | $506.62万 | 0.37% | 25,569 | -76 | -0.3% | -$1.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $434.21万 | 0.32% | 4,358 | 241 | 5.9% | $24.01万 | 加仓 |
| SOXX | ISHARES TR | $409.99万 | 0.30% | 12,475 | -4 | -0.0% | -$1,315 | 减仓 |
| HYG | ISHARES TR | $393.72万 | 0.29% | 49,487 | 4,759 | 10.6% | $37.86万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $381.83万 | 0.28% | 60,917 | 60,917 | — | $381.83万 | 新建仓 |
| TSLA | TESLA INC | $369.52万 | 0.27% | 9,940 | 634 | 6.8% | $23.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $368.74万 | 0.27% | 5,654 | -177 | -3.0% | -$11.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $360.62万 | 0.26% | 12,259 | 793 | 6.9% | $23.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $304.37万 | 0.22% | 12,452 | 616 | 5.2% | $15.06万 | 加仓 |
| WMT | WALMART INC | $301.06万 | 0.22% | 24,177 | 1,290 | 5.6% | $16.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $286.61万 | 0.21% | 5,736 | 324 | 6.0% | $16.19万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $283.30万 | 0.21% | 56,671 | 27,762 | 96.0% | $138.78万 | 加仓 |
| HD | HOME DEPOT INC | $272.84万 | 0.20% | 8,296 | 251 | 3.1% | $8.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $271.89万 | 0.20% | 4,711 | -65 | -1.4% | -$3.75万 | 减仓 |
| IWF | ISHARES TR | $265.73万 | 0.19% | 6,232 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $262.71万 | 0.19% | 2,856 | 239 | 9.1% | $21.98万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $259.44万 | 0.19% | 56,683 | -6,362 | -10.1% | -$29.12万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $248.98万 | 0.18% | 25,308 | 87 | 0.3% | $8,559 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $235.37万 | 0.17% | 17,711 | -5,948 | -25.1% | -$79.05万 | 减仓 |
| GLD | SPDR GOLD TR | $233.26万 | 0.17% | 5,421 | -59 | -1.1% | -$2.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $229.57万 | 0.17% | 11,962 | -35,857 | -75.0% | -$688.17万 | 减仓 |
| MS | MORGAN STANLEY | $220.95万 | 0.16% | 13,426 | 254 | 1.9% | $4.18万 | 加仓 |
| ASML | ASML HLDG NV | $211.46万 | 0.15% | 1,601 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $205.42万 | 0.15% | 20,693 | -685 | -3.2% | -$6.80万 | 减仓 |
| AOA | ISHARES TR | $202.80万 | 0.15% | 22,917 | 3,988 | 21.1% | $35.29万 | 加仓 |
| MUB | ISHARES TR | $190.11万 | 0.14% | 17,909 | -2,043 | -10.2% | -$21.69万 | 减仓 |
| IVV | ISHARES TR | $186.53万 | 0.14% | 2,856 | 1 | 0.0% | $653 | 加仓 |
| ORCL | ORACLE CORP | $183.44万 | 0.13% | 12,469 | 838 | 7.2% | $12.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $180.92万 | 0.13% | 7,464 | 143 | 2.0% | $3.47万 | 加仓 |
| MRK | MERCK & CO INC | $180.75万 | 0.13% | 14,921 | 741 | 5.2% | $8.98万 | 加仓 |
| — | FUNDRISE INNOVATION FD LLC | $175.81万 | 0.13% | 13,426 | 13,426 | — | $175.81万 | 新建仓 |
| AOR | ISHARES TR | $169.49万 | 0.12% | 26,339 | 3,530 | 15.5% | $22.72万 | 加仓 |
| NFLX | NETFLIX INC. | $157.45万 | 0.12% | 16,375 | 954 | 6.2% | $9.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $156.27万 | 0.11% | 7,553 | 639 | 9.2% | $13.22万 | 加仓 |
| ABBV | ABBVIE INC | $152.18万 | 0.11% | 6,997 | 562 | 8.7% | $12.22万 | 加仓 |
| V | VISA INC | $150.17万 | 0.11% | 4,968 | -454 | -8.4% | -$13.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $146.89万 | 0.11% | 4,346 | 627 | 16.9% | $21.19万 | 加仓 |
| CSCO | CISCO SYS INC | $144.15万 | 0.11% | 18,579 | 1,146 | 6.6% | $8.89万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $143.00万 | 0.10% | 20,281 | 126 | 0.6% | $8,884 | 加仓 |
| KO | COCA COLA CO | $135.42万 | 0.10% | 17,688 | 1,285 | 7.8% | $9.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $132.10万 | 0.10% | 4,600 | 825 | 21.9% | $23.69万 | 加仓 |
| MCD | MCDONALDS CORP | $129.65万 | 0.09% | 4,172 | 282 | 7.2% | $8.76万 | 加仓 |
| AMAT | APPLIED MATLS INC | $126.20万 | 0.09% | 3,692 | 95 | 2.6% | $3.25万 | 加仓 |
| IVW | ISHARES TR | $125.18万 | 0.09% | 11,067 | -401 | -3.5% | -$4.54万 | 减仓 |
| AMGN | AMGEN INC | $124.83万 | 0.09% | 3,548 | 192 | 5.7% | $6.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.18万 | 0.09% | 6,105 | -14 | -0.2% | -$2,848 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.71万 | 0.09% | 8,457 | 327 | 4.0% | $4.78万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.48万 | 0.09% | 7,851 | 320 | 4.2% | $5.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $120.76万 | 0.09% | 24,772 | 1,237 | 5.3% | $6.03万 | 加仓 |
| RTX | RTX CORPORATION | $117.82万 | 0.09% | 6,108 | 340 | 5.9% | $6.56万 | 加仓 |
| INTU | INTUIT | $116.23万 | 0.09% | 2,688 | -68 | -2.5% | -$2.94万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $115.67万 | 0.08% | 1,497 | 38 | 2.6% | $2.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $114.87万 | 0.08% | 7,952 | 1,848 | 30.3% | $26.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.99万 | 0.08% | 4,065 | -639 | -13.6% | -$17.29万 | 减仓 |
| GE | GE AEROSPACE | $102.84万 | 0.08% | 3,618 | 419 | 13.1% | $11.91万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $100.66万 | 0.07% | 5,136 | 5,136 | — | $100.66万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $100.05万 | 0.07% | 9,744 | -45 | -0.5% | -$4,620 | 减仓 |
| C | CITIGROUP INC | $99.82万 | 0.07% | 8,802 | -2,998 | -25.4% | -$34.00万 | 减仓 |
| CAT | CATERPILLAR INC | $98.70万 | 0.07% | 1,393 | 85 | 6.5% | $6.02万 | 加仓 |
| — | HONEYWELL INTL INC | $98.22万 | 0.07% | 4,346 | 57 | 1.3% | $1.29万 | 加仓 |
| ADSK | AUTODESK INC | $97.75万 | 0.07% | 4,083 | -184 | -4.3% | -$4.40万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $95.95万 | 0.07% | 1,134 | 136 | 13.6% | $11.51万 | 加仓 |
| IVE | ISHARES TR | $95.55万 | 0.07% | 4,525 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $95.50万 | 0.07% | 5,725 | 535 | 10.3% | $8.92万 | 加仓 |
| WFC | WELLS FARGO & CO | $93.76万 | 0.07% | 11,778 | -270 | -2.2% | -$2.15万 | 减仓 |
| GEV | GE VERNOVA INC | $91.27万 | 0.07% | 1,045 | 70 | 7.2% | $6.11万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $90.66万 | 0.07% | 2,526 | -33 | -1.3% | -$1.18万 | 减仓 |
| — | TOPBUILD COR | $90.53万 | 0.07% | 2,577 | -383 | -12.9% | -$13.45万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $89.16万 | 0.07% | 8,999 | 3,478 | 63.0% | $34.46万 | 加仓 |
| IEFA | ISHARES TR | $89.02万 | 0.07% | 9,833 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $88.37万 | 0.06% | 12,669 | -1,109 | -8.0% | -$7.74万 | 减仓 |
| PFE | PFIZER INC | $87.69万 | 0.06% | 31,228 | 3,290 | 11.8% | $9.24万 | 加仓 |
| TJX | TJX COS INC NEW | $87.46万 | 0.06% | 5,476 | 418 | 8.3% | $6.68万 | 加仓 |
| DHR | DANAHER CORP DEL | $86.91万 | 0.06% | 4,575 | -271 | -5.6% | -$5.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $84.47万 | 0.06% | 9,094 | 642 | 7.6% | $5.96万 | 加仓 |
| BA | BOEING CO | $84.08万 | 0.06% | 4,224 | 53 | 1.3% | $1.05万 | 加仓 |