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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4.80亿 | 30.00% | 1,297,507 | 37,591 | 3.0% | $1,391.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.36亿 | 8.51% | 2,903,040 | 277,639 | 10.6% | $1,303.24万 | 加仓 |
| PAVE | GLOBAL X FDS | $1.09亿 | 6.81% | 1,847,570 | 30,612 | 1.7% | $180.63万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $8,791.81万 | 5.49% | 1,939,085 | 141,624 | 7.9% | $642.12万 | 加仓 |
| SMH | VANECK ETF TRUST | $7,903.10万 | 4.94% | 120,494 | -52,972 | -30.5% | -$3,474.39万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,364.60万 | 4.60% | 1,976,543 | 114,001 | 6.1% | $424.77万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $7,268.35万 | 4.54% | 1,650,772 | 61,185 | 3.8% | $269.40万 | 加仓 |
| BUG | GLOBAL X FDS | $6,584.07万 | 4.11% | 1,724,031 | 277,551 | 19.2% | $1,059.97万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5,403.13万 | 3.38% | 504,352 | 19,828 | 4.1% | $212.42万 | 加仓 |
| AAPL | APPLE INC | $2,991.59万 | 1.87% | 103,386 | -3,714 | -3.5% | -$107.47万 | 减仓 |
| IWV | ISHARES TR | $1,781.64万 | 1.11% | 41,783 | -148 | -0.4% | -$6.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,741.75万 | 1.09% | 87,048 | 4,300 | 5.2% | $86.04万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,735.92万 | 1.08% | 344,497 | -5,131 | -1.5% | -$25.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,711.69万 | 1.07% | 45,887 | 716 | 1.6% | $26.71万 | 加仓 |
| GOOGL | ALPHABET INC | $1,537.15万 | 0.96% | 43,013 | 621 | 1.5% | $22.19万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,367.70万 | 0.85% | 99,440 | -18,376 | -15.6% | -$252.74万 | 减仓 |
| AMZN | AMAZON COM INC | $1,222.17万 | 0.76% | 51,279 | 959 | 1.9% | $22.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,183.13万 | 0.74% | 228,493 | 11,535 | 5.3% | $59.73万 | 加仓 |
| GOOG | ALPHABET INC | $1,001.45万 | 0.63% | 28,343 | 471 | 1.7% | $16.64万 | 加仓 |
| AVGO | BROADCOM INC | $770.83万 | 0.48% | 20,406 | 620 | 3.1% | $23.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $715.67万 | 0.45% | 10,420 | 1,534 | 17.3% | $105.36万 | 加仓 |
| META | META PLATFORMS INC | $624.63万 | 0.39% | 11,089 | -252 | -2.2% | -$14.19万 | 减仓 |
| SOXX | ISHARES TR | $609.86万 | 0.38% | 9,518 | -2,957 | -23.7% | -$189.47万 | 减仓 |
| LLY | ELI LILLY & CO | $573.12万 | 0.36% | 4,778 | 1,922 | 67.3% | $230.54万 | 加仓 |
| IJR | ISHARES TR | $562.07万 | 0.35% | 37,898 | -8,149 | -17.7% | -$120.86万 | 减仓 |
| — | EXXON MOBIL CORP | $526.79万 | 0.33% | 38,531 | -16 | -0.0% | -$2,188 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $519.09万 | 0.32% | 4,497 | 151 | 3.5% | $17.43万 | 加仓 |
| VPU | VANGUARD WORLD FD | $500.46万 | 0.31% | 25,569 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $499.97万 | 0.31% | 62,519 | 13,032 | 26.3% | $104.22万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $469.26万 | 0.29% | 92,638 | 35,967 | 63.5% | $182.19万 | 加仓 |
| TSLA | TESLA INC | $431.33万 | 0.27% | 10,255 | 315 | 3.2% | $13.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $413.58万 | 0.26% | 12,635 | 376 | 3.1% | $12.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $412.29万 | 0.26% | 5,507 | -147 | -2.6% | -$11.01万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $385.77万 | 0.24% | 20,248 | 2,537 | 14.3% | $48.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $385.52万 | 0.24% | 6,637 | 532 | 8.7% | $30.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $349.69万 | 0.22% | 4,743 | 32 | 0.7% | $2.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $320.02万 | 0.20% | 12,601 | 149 | 1.2% | $3.78万 | 加仓 |
| ASML | ASML HLDG NV | $319.50万 | 0.20% | 1,606 | 5 | 0.3% | $9,947 | 加仓 |
| IWF | ISHARES TR | $309.18万 | 0.19% | 24,900 | -28 | -0.1% | -$3,477 | 减仓 |
| MA | MASTERCARD INCORPORATED | $290.14万 | 0.18% | 5,649 | -87 | -1.5% | -$4.47万 | 减仓 |
| MS | MORGAN STANLEY | $284.16万 | 0.18% | 13,593 | 167 | 1.2% | $3.49万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $277.30万 | 0.17% | 55,783 | -900 | -1.6% | -$4.47万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $272.72万 | 0.17% | 25,369 | 61 | 0.2% | $6,558 | 加仓 |
| WMT | WALMART INC | $271.73万 | 0.17% | 23,992 | -185 | -0.8% | -$2.10万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $254.52万 | 0.16% | 11,962 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $252.51万 | 0.16% | 7,160 | -1,136 | -13.7% | -$40.06万 | 减仓 |
| AMAT | APPLIED MATLS INC | $251.33万 | 0.16% | 3,476 | -216 | -5.9% | -$15.62万 | 减仓 |
| INTC | INTEL CORP | $232.69万 | 0.15% | 16,665 | 1,367 | 8.9% | $19.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $228.98万 | 0.14% | 2,448 | -1,910 | -43.8% | -$178.65万 | 减仓 |
| CSCO | CISCO SYS INC | $224.44万 | 0.14% | 19,108 | 529 | 2.8% | $6.21万 | 加仓 |
| RBLX | ROBLOX CORP | $219.77万 | 0.14% | 40,414 | 40,414 | — | $219.77万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $211.64万 | 0.13% | 7,526 | 62 | 0.8% | $1.74万 | 加仓 |
| V | VISA INC | $210.41万 | 0.13% | 6,133 | 1,165 | 23.5% | $39.97万 | 加仓 |
| AOA | ISHARES TR | $204.78万 | 0.13% | 20,982 | -1,935 | -8.4% | -$18.89万 | 减仓 |
| SNDK | SANDISK CORP | $202.13万 | 0.13% | 889 | -256 | -22.4% | -$58.21万 | 减仓 |
| IVV | ISHARES TR | $200.26万 | 0.13% | 2,674 | -182 | -6.4% | -$13.63万 | 减仓 |
| GLD | SPDR GOLD TR | $199.70万 | 0.12% | 5,421 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $194.74万 | 0.12% | 15,057 | 136 | 0.9% | $1.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $192.48万 | 0.12% | 4,631 | 566 | 13.9% | $23.52万 | 加仓 |
| MUB | ISHARES TR | $191.06万 | 0.12% | 17,754 | -155 | -0.9% | -$1.67万 | 减仓 |
| ABBV | ABBVIE INC | $186.82万 | 0.12% | 7,424 | 427 | 6.1% | $10.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $186.44万 | 0.12% | 5,512 | 3,358 | 155.9% | $113.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $186.15万 | 0.12% | 4,293 | 430 | 11.1% | $18.64万 | 加仓 |
| GE | GE AEROSPACE | $184.78万 | 0.12% | 4,944 | 1,326 | 36.7% | $49.56万 | 加仓 |
| AGG | ISHARES TR | $184.48万 | 0.12% | 18,638 | -2,055 | -9.9% | -$20.34万 | 减仓 |
| AOR | ISHARES TR | $178.70万 | 0.11% | 25,712 | -627 | -2.4% | -$4.36万 | 减仓 |
| GEV | GE VERNOVA INC | $159.85万 | 0.10% | 1,360 | 315 | 30.1% | $37.02万 | 加仓 |
| KLAC | KLA CORP | $158.43万 | 0.10% | 5,251 | 201 | 4.0% | $6.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $154.02万 | 0.10% | 10,503 | 2,551 | 32.1% | $37.41万 | 加仓 |
| CAT | CATERPILLAR INC | $153.48万 | 0.10% | 1,441 | 48 | 3.4% | $5.11万 | 加仓 |
| IVW | ISHARES TR | $152.20万 | 0.10% | 11,067 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $151.85万 | 0.09% | 18,567 | 879 | 5.0% | $7.19万 | 加仓 |
| BAC | BANK OF AMER CORP | $151.70万 | 0.09% | 26,624 | 1,852 | 7.5% | $10.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $148.25万 | 0.09% | 18,400 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $146.40万 | 0.09% | 4,043 | 495 | 14.0% | $17.92万 | 加仓 |
| ORCL | ORACLE CORP | $143.38万 | 0.09% | 9,784 | -2,685 | -21.5% | -$39.35万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $140.92万 | 0.09% | 15,684 | -45,233 | -74.3% | -$406.42万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $127.56万 | 0.08% | 12,680 | 3,681 | 40.9% | $37.03万 | 加仓 |
| C | CITIGROUP INC | $125.55万 | 0.08% | 8,970 | 168 | 1.9% | $2.35万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $125.51万 | 0.08% | 2,535 | 9 | 0.4% | $4,456 | 加仓 |
| WFC | WELLS FARGO & CO | $121.32万 | 0.08% | 14,681 | 2,903 | 24.6% | $23.99万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $120.53万 | 0.08% | 1,887 | -149 | -7.3% | -$9.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $119.46万 | 0.07% | 7,207 | -346 | -4.6% | -$5.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $118.46万 | 0.07% | 1,171 | 37 | 3.3% | $3.74万 | 加仓 |
| RTX | RTX CORPORATION | $117.11万 | 0.07% | 6,172 | 64 | 1.0% | $1.21万 | 加仓 |
| IEMG | ISHARES INC | $109.10万 | 0.07% | 13,170 | 501 | 4.0% | $4.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $108.79万 | 0.07% | 5,966 | 241 | 4.2% | $4.39万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $108.69万 | 0.07% | 5,128 | -8 | -0.2% | -$1,696 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.68万 | 0.07% | 12,154 | 3,060 | 33.6% | $26.86万 | 加仓 |
| IVE | ISHARES TR | $102.74万 | 0.06% | 4,525 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $102.15万 | 0.06% | 14,307 | -2,068 | -12.6% | -$14.77万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $100.26万 | 0.06% | 20,108 | -173 | -0.9% | -$8,626 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $100.10万 | 0.06% | 8,580 | 123 | 1.5% | $1.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $98.12万 | 0.06% | 2,877 | 268 | 10.3% | $9.14万 | 加仓 |
| ESML | ISHARES TR | $97.51万 | 0.06% | 17,434 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $96.88万 | 0.06% | 3,196 | 99 | 3.2% | $3.00万 | 加仓 |
| MFC | MANULIFE FINL CORP | $96.79万 | 0.06% | 23,893 | 5,840 | 32.3% | $23.66万 | 加仓 |
| BA | BOEING CO | $95.88万 | 0.06% | 4,429 | 205 | 4.9% | $4.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $95.43万 | 0.06% | 11,163 | 5,566 | 99.4% | $47.58万 | 加仓 |
| IEFA | ISHARES TR | $95.00万 | 0.06% | 9,836 | 3 | 0.0% | $290 | 加仓 |