Washington Trust Advisors, Inc.
WELLESLEY MA · SEC CIK 0001900099
$13.47亿2026Q2 申报市值
723持仓数
43.5%前十大占比 · 第一大 7.6%
89 / 54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
XOM 新建仓+$1,069.78万
MDLN 新建仓+$537.09万
NVDA 加仓+$205.23万
GMED 加仓+$191.60万
ZETA 新建仓+$184.35万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil 清仓-$1,360.83万
PWR 减仓-$1,198.94万
PANW 减仓-$507.30万
AAPL 减仓-$425.79万
PEN 减仓-$347.80万
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 |
|---|---|---|---|---|---|---|---|---|
| O | Realty Income | $1.61万 | 0.00% | 260 | 27 | 11.6% | $1,673 | 加仓 |
| — | PROSHARES S&P 500 EX-ENERGY ETF | $1.61万 | 0.00% | 200 | 200 | — | $1.61万 | 新建仓 |
| MET | MetLife | $1.62万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark | $1.62万 | 0.00% | 148 | -112 | -43.1% | -$1.23万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $1.63万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PSA | Public Storage | $1.66万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | Warner Bros. Discovery | $1.66万 | 0.00% | 622 | -332 | -34.8% | -$8,851 | 减仓 |
| RRX | Regal Rexnord Corp | $1.70万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $1.70万 | 0.00% | 184 | 184 | — | $1.70万 | 新建仓 |
| CMI | Cummins Inc | $1.71万 | 0.00% | 24 | -244 | -91.0% | -$17.40万 | 减仓 |
| STZ | Constellation Brands Inc Cl A | $1.74万 | 0.00% | 125 | -9 | -6.7% | -$1,252 | 减仓 |
| BJ | BJ's Wholesale Club | $1.74万 | 0.00% | 200 | 200 | — | $1.74万 | 新建仓 |
| SANA | Sana Biotechnology | $1.75万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS Caremark | $1.76万 | 0.00% | 170 | 13 | 8.3% | $1,345 | 加仓 |
| FELG | Fidelity Enhanced Large Cap Growth ETF | $1.79万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| NTAP | NetApp Inc | $1.80万 | 0.00% | 116 | -2 | -1.7% | -$310 | 减仓 |
| PCAR | Paccar Inc | $1.86万 | 0.00% | 155 | 37 | 31.4% | $4,445 | 加仓 |
| EOG | EOG Resources | $1.89万 | 0.00% | 146 | -57 | -28.1% | -$7,395 | 减仓 |
| TPR | Tapestry Inc | $1.90万 | 0.00% | 130 | -120 | -48.0% | -$1.76万 | 减仓 |
| ROBO | Robo Global Robotics & Automation ETF | $1.91万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| VRSN | Verisign Inc | $1.94万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IFF | International Flavors & Fragrance | $1.98万 | 0.00% | 250 | 81 | 47.9% | $6,417 | 加仓 |
| TKO | TKO Group | $2.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $2.04万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| JPC | Nuveen Preferred & Income Opportunities Fund | $2.05万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| AON | AON PLC A | $2.06万 | 0.00% | 62 | -31 | -33.3% | -$1.03万 | 减仓 |
| FDS | Factset | $2.07万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $2.08万 | 0.00% | 40 | 3 | 8.1% | $1,557 | 加仓 |
| SYY | Sysco Corporation | $2.09万 | 0.00% | 250 | -18 | -6.7% | -$1,504 | 减仓 |
| SO | Southern | $2.10万 | 0.00% | 220 | 20 | 10.0% | $1,912 | 加仓 |
| CPB | Campbell Soup | $2.12万 | 0.00% | 950 | -34 | -3.5% | -$757 | 减仓 |
| SWK | Stanley Black & Decker Inc | $2.16万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | $2.17万 | 0.00% | 533 | 3 | 0.6% | $122 | 加仓 |
| GOVT | iShares U.s. Treasury Bond ETF | $2.20万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| PHM | Pulte Group | $2.24万 | 0.00% | 163 | 44 | 37.0% | $6,037 | 加仓 |
| VGLT | Vanguard Long Term Gov't Bond ETF | $2.28万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology Inc | $2.32万 | 0.00% | 78 | -128 | -62.1% | -$3.81万 | 减仓 |
| DOW | Dow Chemical | $2.33万 | 0.00% | 850 | -30 | -3.4% | -$821 | 减仓 |
| CI | Cigna Group | $2.40万 | 0.00% | 87 | 5 | 6.1% | $1,378 | 加仓 |
| SPYV | SPDR Portfolio S&P 500 Value ETF | $2.44万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Cl A | $2.46万 | 0.00% | 1,004 | -232 | -18.8% | -$5,696 | 减仓 |
| AEP | American Elec Pwr | $2.61万 | 0.00% | 191 | 11 | 6.1% | $1,505 | 加仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $2.62万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | $2.62万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2.62万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| ESS | Essex Property Trust | $2.62万 | 0.00% | 90 | -5 | -5.3% | -$1,458 | 减仓 |
| DASH | Doordash Inc | $2.64万 | 0.00% | 143 | 64 | 81.0% | $1.18万 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $2.67万 | 0.00% | 424 | 424 | — | $2.67万 | 新建仓 |
| OKTA | Okta Inc | $2.69万 | 0.00% | 197 | 77 | 64.2% | $1.05万 | 加仓 |
| CLS | CELESTICA INC COM | $2.77万 | 0.00% | 76 | 76 | — | $2.77万 | 新建仓 |
| AFL | Aflac | $2.88万 | 0.00% | 246 | 246 | — | $2.88万 | 新建仓 |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $2.89万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| TGT | Target | $2.97万 | 0.00% | 228 | 51 | 28.8% | $6,652 | 加仓 |
| TTWO | Take-Two Interactive Software | $2.97万 | 0.00% | 119 | 64 | 116.4% | $1.60万 | 加仓 |
| SNPS | Synopsis Inc | $2.99万 | 0.00% | 67 | 17 | 34.0% | $7,583 | 加仓 |
| GWRE | Guidewire Software | $3.08万 | 0.00% | 250 | -1,000 | -80.0% | -$12.31万 | 减仓 |
| AMX | America Movil Sa De Cv | $3.12万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| PPL | PPL Corp | $3.13万 | 0.00% | 862 | 717 | 494.5% | $2.61万 | 加仓 |
| TOTL | SPDR Doubleline Total Return TTCL ETF | $3.14万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Freight Lines | $3.16万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| COF | Capital One | $3.27万 | 0.00% | 163 | 20 | 14.0% | $4,012 | 加仓 |
| WWD | WOODWARD INC COM | $3.30万 | 0.00% | 77 | 77 | — | $3.30万 | 新建仓 |
| RCL | Royal Caribbean Cruises | $3.30万 | 0.00% | 104 | -2 | -1.9% | -$635 | 减仓 |
| BKR | Baker Hughes | $3.36万 | 0.00% | 605 | -3 | -0.5% | -$167 | 减仓 |
| BIPC | Brookfield Infra Partners Cl A | $3.47万 | 0.00% | 901 | 0 | 0.0% | — | 不变 |
| FV | First Trust Dorsey Wright Focus 5 ETF | $3.52万 | 0.00% | 464 | 464 | — | $3.52万 | 新建仓 |
| DELL | Dell Technologies Inc | $3.62万 | 0.00% | 84 | -23 | -21.5% | -$9,924 | 减仓 |
| SCCO | Southern Copper | $3.62万 | 0.00% | 208 | 2 | 1.0% | $349 | 加仓 |
| DOCU | DocuSign | $3.64万 | 0.00% | 820 | -4,588 | -84.8% | -$20.38万 | 减仓 |
| APO | Apollo Global Mgmt Inc | $3.64万 | 0.00% | 308 | 12 | 4.1% | $1,420 | 加仓 |
| RDDT | $3.71万 | 0.00% | 214 | 0 | 0.0% | — | 不变 | |
| HAS | Hasbro | $3.78万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser | $3.83万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| SUSA | iShares ESG Optimized MSCI USA ETF | $3.86万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Took Works Inc | $3.87万 | 0.00% | 143 | 126 | 741.2% | $3.41万 | 加仓 |
| XLV | Health Care Select SPDR | $3.87万 | 0.00% | 244 | -112 | -31.5% | -$1.78万 | 减仓 |
| LMT | Lockheed Martin | $3.87万 | 0.00% | 76 | 2 | 2.7% | $1,019 | 加仓 |
| AXON | Axon Enterprise Inc | $3.93万 | 0.00% | 70 | 65 | 1,300.0% | $3.65万 | 加仓 |
| IWV | iShares Russell 3000 Index | $3.97万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | Invesco Bloomberg MVP Multi-Factor ETF | $3.98万 | 0.00% | 777 | 777 | — | $3.98万 | 新建仓 |
| GATX | GATX | $3.99万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $4.09万 | 0.00% | 73 | 73 | — | $4.09万 | 新建仓 |
| SCHW | Charles Schwab Corp | $4.12万 | 0.00% | 447 | 242 | 118.0% | $2.23万 | 加仓 |
| HLN | Hilton Hotels 8 | $4.24万 | 0.00% | 4,546 | 391 | 9.4% | $3,648 | 加仓 |
| INTU | Intuit | $4.25万 | 0.00% | 163 | -238 | -59.4% | -$6.21万 | 减仓 |
| AXSM | Axsome Therapeutics | $4.28万 | 0.00% | 175 | -75 | -30.0% | -$1.84万 | 减仓 |
| FFIV | F5 Networks | $4.28万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| RYN | Rayonier | $4.29万 | 0.00% | 2,014 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive Inc | $4.31万 | 0.00% | 468 | 47 | 11.2% | $4,330 | 加仓 |
| SPCX | Space Exploration Technologies | $4.31万 | 0.00% | 252 | 252 | — | $4.31万 | 新建仓 |
| VYM | Vanguard Hi Div Yield Index ETF | $4.35万 | 0.00% | 275 | -172 | -38.5% | -$2.72万 | 减仓 |
| MDT | Medtronic PLC | $4.37万 | 0.00% | 559 | -158 | -22.0% | -$1.24万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4.39万 | 0.00% | 233 | 1 | 0.4% | $188 | 加仓 |
| FAST | Fastenal | $4.40万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor | $4.41万 | 0.00% | 92 | 4 | 4.5% | $1,915 | 加仓 |
| SEIC | SEI Investments Co | $4.45万 | 0.00% | 507 | -1 | -0.2% | -$88 | 减仓 |
| EIX | Edison Intl | $4.47万 | 0.00% | 600 | -1,015 | -62.8% | -$7.56万 | 减仓 |
| DOV | Dover | $4.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Financial | $4.53万 | 0.00% | 420 | 406 | 2,900.0% | $4.38万 | 加仓 |
| NCLH | Norwegian Cruise Lines | $4.64万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |