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 |
|---|---|---|---|---|---|---|---|---|
| NDAQ | NASDAQ Inc | $11.52万 | 0.01% | 1,461 | 982 | 205.0% | $7.74万 | 重新持有 |
| ILMN | Illumina | $11.52万 | 0.01% | 655 | -590 | -47.4% | -$10.37万 | 减仓 |
| NVS | Novartis | $11.53万 | 0.01% | 736 | -1 | -0.1% | -$157 | 减仓 |
| MRSH | Marsh & McLennan | $11.53万 | 0.01% | 692 | 30 | 4.5% | $5,000 | 加仓 |
| DFSE | DFA Emerging Markets Sustainability Core 1 ETF | $12.01万 | 0.01% | 2,457 | 14 | 0.6% | $684 | 加仓 |
| KLAC | KLA Tencor | $12.07万 | 0.01% | 400 | -150 | -27.3% | -$4.53万 | 减仓 |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $12.27万 | 0.01% | 2,416 | 22 | 0.9% | $1,117 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $12.43万 | 0.01% | 795 | 0 | 0.0% | — | 不变 |
| USMV | IShares Edge MSCI Min VOL USA ETF | $12.54万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices | $12.60万 | 0.01% | 317 | 25 | 8.6% | $9,934 | 加仓 |
| AWK | American Water Works | $12.64万 | 0.01% | 961 | 16 | 1.7% | $2,105 | 加仓 |
| UDR | United Dominion Realty Trust | $13.07万 | 0.01% | 3,274 | 32 | 1.0% | $1,277 | 加仓 |
| CTVA | Corteva | $13.25万 | 0.01% | 1,565 | -20 | -1.3% | -$1,694 | 减仓 |
| TRV | Travelers | $13.43万 | 0.01% | 407 | 9 | 2.3% | $2,970 | 加仓 |
| TXRH | Texas Roadhouse | $13.53万 | 0.01% | 700 | -115 | -14.1% | -$2.22万 | 减仓 |
| SHEL | Shell Adr | $13.67万 | 0.01% | 1,763 | -1,400 | -44.3% | -$10.86万 | 减仓 |
| DTE | DTE Energy | $13.83万 | 0.01% | 908 | -33 | -3.5% | -$5,026 | 减仓 |
| YUM | Yum Brands | $14.02万 | 0.01% | 877 | -9 | -1.0% | -$1,439 | 减仓 |
| SNA | Snap On | $14.08万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $14.09万 | 0.01% | 1,234 | -45 | -3.5% | -$5,139 | 减仓 |
| APH | Amphenol Corp | $14.12万 | 0.01% | 801 | 738 | 1,171.4% | $13.01万 | 加仓 |
| ED | Consol Edison | $14.38万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| USB | U.S. Bancorp | $14.81万 | 0.01% | 2,452 | -93 | -3.7% | -$5,617 | 减仓 |
| CSX | CSX | $14.93万 | 0.01% | 3,142 | 211 | 7.2% | $1.00万 | 加仓 |
| MNST | Monster Beverage Corp | $15.01万 | 0.01% | 1,562 | 23 | 1.5% | $2,211 | 加仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $15.28万 | 0.01% | 1,044 | 49 | 4.9% | $7,172 | 加仓 |
| SPYX | SPDR S&P 500 Fossil Fues Res ETF | $15.54万 | 0.01% | 2,544 | 0 | 0.0% | — | 不变 |
| DHR | Danaher | $15.81万 | 0.01% | 830 | 680 | 453.3% | $12.95万 | 加仓 |
| DFAX | DFA Tax Adv World ex US Core Eq | $16.11万 | 0.01% | 4,374 | 12 | 0.3% | $442 | 加仓 |
| D | Dominion Resources | $16.12万 | 0.01% | 2,361 | 0 | 0.0% | — | 不变 |
| APTV | Aptiv plc | $16.26万 | 0.01% | 2,649 | -3,570 | -57.4% | -$21.91万 | 减仓 |
| ENB | Enbridge | $16.59万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| WMB | Williams Cos | $16.73万 | 0.01% | 2,250 | -612 | -21.4% | -$4.55万 | 减仓 |
| NTR | Nutrien | $16.85万 | 0.01% | 2,676 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $17.45万 | 0.01% | 178 | 121 | 212.3% | $11.86万 | 加仓 |
| QYLD | Global X NASDAQ 100 Cov Call | $17.57万 | 0.01% | 9,535 | 0 | 0.0% | — | 不变 |
| SYK | Stryker | $17.69万 | 0.01% | 562 | 10 | 1.8% | $3,148 | 加仓 |
| AMD | Advanced Micro Devices Inc | $18.13万 | 0.01% | 312 | -499 | -61.5% | -$29.00万 | 减仓 |
| QTUM | Defiance Quantum ETF | $18.22万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide | $18.38万 | 0.01% | 2,567 | 190 | 8.0% | $1.36万 | 加仓 |
| VRTX | Vertex Pharmaceuticals | $18.48万 | 0.01% | 372 | -5 | -1.3% | -$2,484 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $18.69万 | 0.01% | 771 | -16 | -2.0% | -$3,878 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $18.69万 | 0.01% | 5,524 | 526 | 10.5% | $1.78万 | 加仓 |
| SU | Suncor | $18.77万 | 0.01% | 3,496 | -60 | -1.7% | -$3,221 | 减仓 |
| DFSI | Dimensional International Sustainability Core 1 ETF | $19.13万 | 0.01% | 4,241 | 50 | 1.2% | $2,255 | 加仓 |
| DFGR | Dimensional Global Real Estate ETF | $19.15万 | 0.01% | 6,611 | 291 | 4.6% | $8,430 | 加仓 |
| AMP | Ameriprise | $19.27万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern | $19.47万 | 0.01% | 619 | 119 | 23.8% | $3.74万 | 加仓 |
| BAM | Brookfield Asset Management | $19.55万 | 0.01% | 4,360 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value ETF | $20.46万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| AME | Ametek Inc | $20.52万 | 0.02% | 848 | 0 | 0.0% | — | 不变 |
| DEO | Diageo PLC | $21.52万 | 0.02% | 2,677 | -5,666 | -67.9% | -$45.54万 | 减仓 |
| SCHR | Schwab Interm Gov't ETF | $22.01万 | 0.02% | 8,925 | -175 | -1.9% | -$4,316 | 减仓 |
| AMAT | Applied Materials | $22.63万 | 0.02% | 313 | -22 | -6.6% | -$1.59万 | 减仓 |
| MDLZ | Mondelez | $22.80万 | 0.02% | 3,942 | -600 | -13.2% | -$3.47万 | 减仓 |
| DFSB | Dimensional Global Sustainability Fixed Income ETF | $23.52万 | 0.02% | 4,514 | 939 | 26.3% | $4.89万 | 加仓 |
| VTES | Vanguard Short-Term Tax-Exempt Bond ETF | $23.78万 | 0.02% | 2,347 | 129 | 5.8% | $1.31万 | 加仓 |
| MTX | Minerals Tech | $24.41万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| BEP | Brookfield Renewable | $25.01万 | 0.02% | 7,201 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $25.04万 | 0.02% | 1,198 | 7 | 0.6% | $1,463 | 加仓 |
| ALL | Allstate | $25.17万 | 0.02% | 1,058 | 0 | 0.0% | — | 不变 |
| MA | Mastercard | $25.42万 | 0.02% | 495 | 67 | 15.7% | $3.44万 | 加仓 |
| IVW | iShares S&P 500/Barra Growth | $25.51万 | 0.02% | 1,855 | 0 | 0.0% | — | 不变 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $25.73万 | 0.02% | 5,518 | 13 | 0.2% | $606 | 加仓 |
| INGR | Ingredion | $25.76万 | 0.02% | 2,720 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs Inc | $26.41万 | 0.02% | 799 | 508 | 174.6% | $16.79万 | 加仓 |
| NI | Nisource | $26.72万 | 0.02% | 5,620 | 0 | 0.0% | — | 不变 |
| LNT | Alliant Energy | $26.82万 | 0.02% | 3,516 | -350 | -9.1% | -$2.67万 | 减仓 |
| DUK | Duke Energy | $26.85万 | 0.02% | 2,121 | 163 | 8.3% | $2.06万 | 加仓 |
| PNC | PNC Financial Services Group | $27.00万 | 0.02% | 1,097 | 722 | 192.5% | $17.77万 | 加仓 |
| SRE | Sempra Energy | $27.02万 | 0.02% | 2,915 | 1,110 | 61.5% | $10.29万 | 加仓 |
| BNY | Bank of New York | $27.43万 | 0.02% | 1,897 | -575 | -23.3% | -$8.32万 | 减仓 |
| MMM | 3M Company | $27.69万 | 0.02% | 1,710 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P Dividend ETF IV | $28.06万 | 0.02% | 1,844 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America | $28.10万 | 0.02% | 4,931 | -356 | -6.7% | -$2.03万 | 减仓 |
| BMY | Bristol Myers-Squibb | $28.16万 | 0.02% | 4,887 | -6 | -0.1% | -$346 | 减仓 |
| LRCX | Lam Research | $28.17万 | 0.02% | 650 | -93 | -12.5% | -$4.03万 | 减仓 |
| WM | Waste Management | $28.22万 | 0.02% | 1,266 | -8 | -0.6% | -$1,783 | 减仓 |
| CP | Canadian Pacific Kansas City | $28.55万 | 0.02% | 3,295 | -200 | -5.7% | -$1.73万 | 减仓 |
| AMLP | Alerian MLP ETF | $28.72万 | 0.02% | 5,539 | -128 | -2.3% | -$6,637 | 减仓 |
| AMGN | Amgen | $28.82万 | 0.02% | 796 | -324 | -28.9% | -$11.73万 | 减仓 |
| — | Dimensional U.S. Targeted Value ETF | $29.01万 | 0.02% | 4,150 | 11 | 0.3% | $769 | 加仓 |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $29.46万 | 0.02% | 12,870 | -9,194 | -41.7% | -$21.05万 | 减仓 |
| GLDM | SPDR Gold Minishares Trust | $29.65万 | 0.02% | 3,733 | 785 | 26.6% | $6.23万 | 加仓 |
| EFX | Equifax | $29.81万 | 0.02% | 1,878 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group LP | $30.49万 | 0.02% | 2,591 | 970 | 59.8% | $11.41万 | 加仓 |
| BKMI | BNY Mellon Municipal Intermediate ETF | $30.74万 | 0.02% | 11,627 | 11,627 | — | $30.74万 | 新建仓 |
| CGW | Invesco S&P Global Water Index ETF | $30.76万 | 0.02% | 4,679 | 0 | 0.0% | — | 不变 |
| CW | Curtiss Wright | $31.07万 | 0.02% | 410 | -10 | -2.4% | -$7,578 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $32.96万 | 0.02% | 9,089 | 0 | 0.0% | — | 不变 |
| BA | Boeing | $33.18万 | 0.02% | 1,533 | -3 | -0.2% | -$649 | 减仓 |
| T | AT&T | $33.56万 | 0.02% | 16,211 | -1,347 | -7.7% | -$2.79万 | 减仓 |
| MO | Altria | $33.76万 | 0.03% | 4,692 | -233 | -4.7% | -$1.68万 | 减仓 |
| SMH | VanEck Semiconductor ETF | $34.43万 | 0.03% | 525 | -15 | -2.8% | -$9,838 | 减仓 |
| FDXF | FedEx Freight | $34.67万 | 0.03% | 2,296 | 2,296 | — | $34.67万 | 新建仓 |
| VZ | Verizon | $34.89万 | 0.03% | 8,240 | -1,011 | -10.9% | -$4.28万 | 减仓 |
| MCD | McDonald's | $34.90万 | 0.03% | 1,291 | -2,996 | -69.9% | -$80.99万 | 减仓 |
| ARE | Alexandria Real Estate Equities | $35.66万 | 0.03% | 6,748 | -25,635 | -79.2% | -$135.48万 | 减仓 |
| BIP | Brookfield Infrastructure Partners LP | $36.79万 | 0.03% | 10,083 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm | $38.23万 | 0.03% | 2,069 | -268 | -11.5% | -$4.95万 | 减仓 |