Washington Trust Advisors, Inc.
WELLESLEY MA · SEC CIK 0001900099
$12.37亿2026Q1 申报市值
683持仓数
40.2%前十大占比 · 第一大 7.0%
107 / 17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
SPGI 加仓+$912.95万
WAT 新建仓+$388.06万
TEM 新建仓+$270.50万
MSFT 加仓+$171.83万
ARWR 加仓+$155.05万
2026Q1 卖出最多 按季末市值估算
PWR 减仓-$654.76万
SPY 减仓-$454.16万
PYPL 减仓-$260.80万
APD 减仓-$190.85万
BRK/B 减仓-$176.73万
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 |
|---|---|---|---|---|---|---|---|---|
| CHKP | Check Point Software | $8.57万 | 0.01% | 600 | -50 | -7.7% | -$7,142 | 减仓 |
| ALLW | SPDR Bridgewater ALL Weather ETF | $8.65万 | 0.01% | 3,000 | 3,000 | — | $8.65万 | 新建仓 |
| — | Strive Emerging Markets Ex-China ETF | $8.81万 | 0.01% | 2,254 | 8 | 0.4% | $313 | 加仓 |
| SHW | Sherwin Williams | $8.85万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs Inc | $8.85万 | 0.01% | 291 | 71 | 32.3% | $2.16万 | 加仓 |
| ADI | Analog Devices | $9.29万 | 0.01% | 292 | -35 | -10.7% | -$1.11万 | 减仓 |
| ACN | Accenture | $9.40万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-McMoran | $9.44万 | 0.01% | 1,606 | -159 | -9.0% | -$9,346 | 减仓 |
| BSX | Boston Scientific Corp | $9.46万 | 0.01% | 1,508 | 46 | 3.1% | $2,886 | 加仓 |
| MUB | iShares Nat'l Muni Bond ETF | $9.55万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| WTW | Willis Towers Watson | $9.56万 | 0.01% | 329 | 4 | 1.2% | $1,163 | 加仓 |
| — | Webster Financial | $9.74万 | 0.01% | 1,403 | 7 | 0.5% | $486 | 加仓 |
| PGR | Progressive Corp | $9.93万 | 0.01% | 501 | 17 | 3.5% | $3,370 | 加仓 |
| NEOG | Neogen | $10.11万 | 0.01% | 10,882 | 0 | 0.0% | — | 不变 |
| IMO | Imperial Oil | $10.20万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care Index ETF | $10.24万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| PRF | Invesco FTSE RAFI US 1000 ETF | $10.35万 | 0.01% | 2,177 | 0 | 0.0% | — | 不变 |
| DFSE | DFA Emerging Markets Sustainability Core 1 ETF | $10.35万 | 0.01% | 2,443 | 3 | 0.1% | $127 | 加仓 |
| L | Lowes | $10.36万 | 0.01% | 971 | 0 | 0.0% | — | 不变 |
| — | Wisdomtree International MidCap Dividend | $10.87万 | 0.01% | 1,312 | 0 | 0.0% | — | 不变 |
| UDR | United Dominion Realty Trust | $10.95万 | 0.01% | 3,242 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products | $10.97万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| MNST | Monster Beverage Corp | $11.15万 | 0.01% | 1,539 | -12 | -0.8% | -$870 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $11.16万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| NVS | Novartis | $11.26万 | 0.01% | 737 | -2 | -0.3% | -$305 | 减仓 |
| GEHC | GE Healthcare Technologies | $11.27万 | 0.01% | 1,583 | -501 | -24.0% | -$3.57万 | 减仓 |
| AMAT | Applied Materials | $11.45万 | 0.01% | 335 | 9 | 2.8% | $3,076 | 加仓 |
| MRSH | Marsh & McLennan | $11.48万 | 0.01% | 662 | 64 | 10.7% | $1.11万 | 加仓 |
| TRV | Travelers | $11.61万 | 0.01% | 398 | 2 | 0.5% | $583 | 加仓 |
| EIX | Edison Intl | $11.82万 | 0.01% | 1,615 | 15 | 0.9% | $1,098 | 加仓 |
| QTUM | Defiance Quantum ETF | $11.82万 | 0.01% | 1,102 | 972 | 747.7% | $10.43万 | 加仓 |
| ZTS | Zoetis | $11.87万 | 0.01% | 1,004 | 0 | 0.0% | — | 不变 |
| CSX | CSX | $12.03万 | 0.01% | 2,931 | -595 | -16.9% | -$2.44万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $12.04万 | 0.01% | 795 | 795 | — | $12.04万 | 新建仓 |
| USMV | IShares Edge MSCI Min VOL USA ETF | $12.06万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $12.14万 | 0.01% | 2,394 | 175 | 7.9% | $8,874 | 加仓 |
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $12.25万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| CEF | Central Fund Of Canada Ltd | $12.41万 | 0.01% | 2,600 | -200 | -7.1% | -$9,544 | 减仓 |
| SNA | Snap On | $12.71万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid-Cap Growth ETF | $12.74万 | 0.01% | 995 | 2 | 0.2% | $256 | 加仓 |
| AWK | American Water Works | $12.86万 | 0.01% | 945 | 7 | 0.7% | $953 | 加仓 |
| USB | U.S. Bancorp | $13.24万 | 0.01% | 2,545 | 37 | 1.5% | $1,924 | 加仓 |
| CTVA | Corteva | $13.27万 | 0.01% | 1,585 | 20 | 1.3% | $1,674 | 加仓 |
| GILD | Gilead Sciences | $13.37万 | 0.01% | 959 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse | $13.46万 | 0.01% | 815 | -10 | -1.2% | -$1,651 | 减仓 |
| SPYX | SPDR S&P 500 Fossil Fues Res ETF | $13.49万 | 0.01% | 2,544 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex | $13.69万 | 0.01% | 1,486 | 16 | 1.1% | $1,474 | 加仓 |
| DTE | DTE Energy | $13.75万 | 0.01% | 941 | -90 | -8.7% | -$1.32万 | 减仓 |
| YUM | Yum Brands | $13.78万 | 0.01% | 886 | 8 | 0.9% | $1,244 | 加仓 |
| COP | ConocoPhillips | $13.98万 | 0.01% | 1,059 | 16 | 1.5% | $2,112 | 加仓 |
| NSC | Norfolk Southern | $14.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $14.42万 | 0.01% | 268 | 8 | 3.1% | $4,304 | 加仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $14.56万 | 0.01% | 4,998 | 7 | 0.1% | $204 | 加仓 |
| D | Dominion Resources | $14.60万 | 0.01% | 2,361 | 26 | 1.1% | $1,607 | 加仓 |
| ED | Consol Edison | $14.71万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| DFAX | DFA Tax Adv World ex US Core Eq | $14.82万 | 0.01% | 4,362 | 2 | 0.0% | $68 | 加仓 |
| SHOP | Shopify Inc | $15.17万 | 0.01% | 1,279 | -89 | -6.5% | -$1.06万 | 减仓 |
| ILMN | Illumina | $15.35万 | 0.01% | 1,245 | -785 | -38.7% | -$9.68万 | 减仓 |
| CTSH | Cognizant Tech | $15.74万 | 0.01% | 2,565 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research | $15.88万 | 0.01% | 743 | 93 | 14.3% | $1.99万 | 加仓 |
| QYLD | Global X NASDAQ 100 Cov Call | $16.35万 | 0.01% | 9,535 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $16.49万 | 0.01% | 811 | 249 | 44.3% | $5.06万 | 加仓 |
| ENB | Enbridge | $16.57万 | 0.01% | 3,060 | -257 | -7.7% | -$1.39万 | 减仓 |
| DFGR | Dimensional Global Real Estate ETF | $16.80万 | 0.01% | 6,320 | 663 | 11.7% | $1.76万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $16.82万 | 0.01% | 787 | -439 | -35.8% | -$9.39万 | 减仓 |
| VRTX | Vertex Pharmaceuticals | $16.83万 | 0.01% | 377 | -106 | -21.9% | -$4.73万 | 减仓 |
| INTU | Intuit | $17.33万 | 0.01% | 401 | -90 | -18.3% | -$3.89万 | 减仓 |
| SRE | Sempra Energy | $17.54万 | 0.01% | 1,805 | 75 | 4.3% | $7,286 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $17.54万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| DFSI | Dimensional International Sustainability Core 1 ETF | $17.77万 | 0.01% | 4,191 | 10 | 0.2% | $424 | 加仓 |
| XLG | Invesco S&P 500 | $18.00万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| SYK | Stryker | $18.14万 | 0.01% | 552 | -157 | -22.1% | -$5.16万 | 减仓 |
| AME | Ametek Inc | $18.18万 | 0.01% | 848 | -2 | -0.2% | -$429 | 减仓 |
| CRM | Salesforce | $18.26万 | 0.01% | 978 | -187 | -16.1% | -$3.49万 | 减仓 |
| OTIS | Otis Worldwide | $18.32万 | 0.01% | 2,377 | 77 | 3.3% | $5,935 | 加仓 |
| DFSB | Dimensional Global Sustainability Fixed Income ETF | $18.50万 | 0.01% | 3,575 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group LP | $18.64万 | 0.02% | 1,621 | 1,014 | 167.1% | $11.66万 | 加仓 |
| AMP | Ameriprise | $18.66万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| GWRE | Guidewire Software | $18.70万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $18.98万 | 0.02% | 553 | -75 | -11.9% | -$2.57万 | 减仓 |
| BAM | Brookfield Asset Management | $19.38万 | 0.02% | 4,360 | 0 | 0.0% | — | 不变 |
| — | Honeywell Int'l | $19.46万 | 0.02% | 861 | -144 | -14.3% | -$3.25万 | 减仓 |
| MS | Morgan Stanley | $19.60万 | 0.02% | 1,191 | 146 | 14.0% | $2.40万 | 加仓 |
| EQT | EQT Corp | $19.74万 | 0.02% | 3,102 | 2,820 | 1,000.0% | $17.95万 | 加仓 |
| NTR | Nutrien | $20.19万 | 0.02% | 2,676 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $20.70万 | 0.02% | 540 | 0 | 0.0% | — | 不变 |
| WMB | Williams Cos | $20.83万 | 0.02% | 2,862 | 91 | 3.3% | $6,623 | 加仓 |
| BR | Broadridge Financial Solutions | $20.89万 | 0.02% | 1,286 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500/Barra Growth | $20.98万 | 0.02% | 1,855 | 0 | 0.0% | — | 不变 |
| AMTM | Amentum Holdings | $21.20万 | 0.02% | 8,130 | 0 | 0.0% | — | 不变 |
| MA | Mastercard | $21.42万 | 0.02% | 428 | 118 | 38.1% | $5.90万 | 加仓 |
| ALL | Allstate | $21.94万 | 0.02% | 1,058 | 8 | 0.8% | $1,659 | 加仓 |
| VTES | Vanguard Short-Term Tax-Exempt Bond ETF | $22.43万 | 0.02% | 2,218 | 8 | 0.4% | $809 | 加仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $22.62万 | 0.02% | 5,505 | 13 | 0.2% | $534 | 加仓 |
| SCHR | Schwab Interm Gov't ETF | $22.67万 | 0.02% | 9,100 | -50 | -0.5% | -$1,246 | 减仓 |
| DFGX | Dimensional Global Ex US Core Fixed Income ETF | $23.18万 | 0.02% | 4,420 | 0 | 0.0% | — | 不变 |
| MTX | Minerals Tech | $23.40万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| BEP | Brookfield Renewable | $23.50万 | 0.02% | 7,201 | 0 | 0.0% | — | 不变 |
| SU | Suncor | $23.51万 | 0.02% | 3,556 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $24.78万 | 0.02% | 916 | -12 | -1.3% | -$3,246 | 减仓 |