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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UnitedHealth Group | $38.39万 | 0.03% | 924 | 8 | 0.9% | $3,324 | 加仓 |
| DEHP | Dimensional Emerging Markets High Profitability ETF | $38.59万 | 0.03% | 9,023 | 34 | 0.4% | $1,454 | 加仓 |
| DISV | Dimensional International Small Cap Value ETF | $38.79万 | 0.03% | 9,667 | 4 | 0.0% | $161 | 加仓 |
| VPU | Vanguard Utilities ETF | $38.92万 | 0.03% | 1,989 | 8 | 0.4% | $1,565 | 加仓 |
| — | North European Royalty Trust | $39.06万 | 0.03% | 53,432 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $39.54万 | 0.03% | 7,020 | 275 | 4.1% | $1.55万 | 加仓 |
| CARR | Carrier Global | $40.80万 | 0.03% | 5,562 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ETF | $41.32万 | 0.03% | 8,171 | 0 | 0.0% | — | 不变 |
| — | DFA US Real Estate ETF | $41.95万 | 0.03% | 16,035 | 45 | 0.3% | $1,177 | 加仓 |
| AROW | Arrow Financial | $42.26万 | 0.03% | 10,310 | 0 | 0.0% | — | 不变 |
| HDV | iShares Core High Dividend ETF | $43.61万 | 0.03% | 15,910 | 0 | 0.0% | — | 不变 |
| MTB | M & T Bank | $44.24万 | 0.03% | 1,859 | -55 | -2.9% | -$1.31万 | 减仓 |
| PLTR | Palantir Technologies | $44.51万 | 0.03% | 3,815 | 544 | 16.6% | $6.35万 | 加仓 |
| RGA | Reinsurance Group | $44.64万 | 0.03% | 2,099 | -142 | -6.3% | -$3.02万 | 减仓 |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $44.82万 | 0.03% | 3,159 | -440 | -12.2% | -$6.24万 | 减仓 |
| MU | Micron Technology | $45.38万 | 0.03% | 393 | 255 | 184.8% | $29.44万 | 加仓 |
| NFLX | Netflix | $47.97万 | 0.04% | 6,719 | 873 | 14.9% | $6.23万 | 加仓 |
| BSV | Vanguard Short Term Bond Index | $47.98万 | 0.04% | 6,159 | 28 | 0.5% | $2,181 | 加仓 |
| QQQ | Invesco QQQ ETF | $48.60万 | 0.04% | 660 | -20 | -2.9% | -$1.47万 | 减仓 |
| WFC | Wells Fargo | $49.25万 | 0.04% | 5,959 | -694 | -10.4% | -$5.74万 | 减仓 |
| FELE | Franklin Electric | $49.31万 | 0.04% | 4,600 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies | $50.32万 | 0.04% | 1,024 | -64 | -5.9% | -$3.14万 | 减仓 |
| NEE | Nextera Energy | $52.84万 | 0.04% | 6,020 | -1,561 | -20.6% | -$13.70万 | 减仓 |
| DFGX | Dimensional Global Ex US Core Fixed Income ETF | $53.07万 | 0.04% | 9,902 | 5,482 | 124.0% | $29.38万 | 加仓 |
| MTUM | iShares MSCI USA Momentum Factor | $54.85万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle | $55.79万 | 0.04% | 3,807 | 147 | 4.0% | $2.15万 | 加仓 |
| GLD | SPDR Gold Trust | $57.39万 | 0.04% | 1,558 | 55 | 3.7% | $2.03万 | 加仓 |
| SCHF | Schwab International Equity ETF | $58.80万 | 0.04% | 21,228 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap Index Fund ETF | $58.95万 | 0.04% | 7,316 | 508 | 7.5% | $4.09万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets | $61.73万 | 0.05% | 7,452 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value ETF | $62.38万 | 0.05% | 2,567 | 545 | 27.0% | $13.24万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight | $62.53万 | 0.05% | 2,939 | 595 | 25.4% | $12.66万 | 加仓 |
| DFUV | DFA Tax-Managed US Marketwide Value | $63.56万 | 0.05% | 11,554 | -44 | -0.4% | -$2,421 | 减仓 |
| TXN | Texas Instruments | $65.58万 | 0.05% | 2,200 | -45 | -2.0% | -$1.34万 | 减仓 |
| CVX | ChevronTexaco | $67.05万 | 0.05% | 4,045 | 67 | 1.7% | $1.11万 | 加仓 |
| NBTB | NBT Bancorp | $67.27万 | 0.05% | 13,626 | 693 | 5.4% | $3.42万 | 加仓 |
| DFIS | DFA International Small Cap ETF | $69.08万 | 0.05% | 19,720 | 174 | 0.9% | $6,095 | 加仓 |
| SLB | Schlumberger | $69.62万 | 0.05% | 14,975 | 0 | 0.0% | — | 不变 |
| DIA | SPDR Dow Jones Industrial Average ETF | $71.91万 | 0.05% | 1,377 | -254 | -15.6% | -$13.26万 | 减仓 |
| PPG | PPG | $72.93万 | 0.05% | 6,013 | -326 | -5.1% | -$3.95万 | 减仓 |
| ITT | ITT | $73.23万 | 0.05% | 3,703 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs | $73.53万 | 0.05% | 727 | -155 | -17.6% | -$15.68万 | 减仓 |
| EEM | iShares MSCI Emerging Markets | $74.30万 | 0.06% | 10,861 | -195 | -1.8% | -$1.33万 | 减仓 |
| PYPL | PayPal | $74.43万 | 0.06% | 17,238 | -15,655 | -47.6% | -$67.60万 | 减仓 |
| KTOS | Kratos Defense & Security Solutions | $79.41万 | 0.06% | 15,927 | 15,927 | — | $79.41万 | 新建仓 |
| DFLV | Dimensional US Large Cap Value ETF | $79.57万 | 0.06% | 20,125 | 49 | 0.2% | $1,937 | 加仓 |
| PLD | Prologis Inc | $81.59万 | 0.06% | 6,023 | 23 | 0.4% | $3,116 | 加仓 |
| PM | Philip Morris Int'l | $83.25万 | 0.06% | 4,602 | -333 | -6.7% | -$6.02万 | 减仓 |
| ICLR | ICON plc | $83.55万 | 0.06% | 4,810 | -505 | -9.5% | -$8.77万 | 减仓 |
| IJR | iShares S&P Small Cap 600 | $84.21万 | 0.06% | 5,678 | -294 | -4.9% | -$4.36万 | 减仓 |
| CMG | Chipotle Mexican Grill | $85.53万 | 0.06% | 25,155 | -950 | -3.6% | -$3.23万 | 减仓 |
| QQQM | Invesco Nasdaq 100 ETF | $86.80万 | 0.06% | 2,865 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE | $90.39万 | 0.07% | 8,701 | -200 | -2.2% | -$2.08万 | 减仓 |
| BNDX | Vanguard Total International Bond Index Fund ETF | $91.02万 | 0.07% | 18,795 | 208 | 1.1% | $1.01万 | 加仓 |
| AVGO | Broadcom | $92.64万 | 0.07% | 2,452 | -46 | -1.8% | -$1.74万 | 减仓 |
| INTC | Intel | $96.11万 | 0.07% | 6,883 | -1,650 | -19.3% | -$23.04万 | 减仓 |
| FNDA | Schwab Fundamental U.S. Small Company ETF | $96.60万 | 0.07% | 25,380 | 477 | 1.9% | $1.82万 | 加仓 |
| EQIX | Equinix Inc | $97.21万 | 0.07% | 933 | -15 | -1.6% | -$1.56万 | 减仓 |
| EMR | Emerson Electric | $98.87万 | 0.07% | 6,907 | -600 | -8.0% | -$8.59万 | 减仓 |
| IWF | iShares Russell Growth | $98.95万 | 0.07% | 7,969 | 221 | 2.9% | $2.74万 | 加仓 |
| TSLA | Tesla | $99.51万 | 0.07% | 2,366 | -246 | -9.4% | -$10.35万 | 减仓 |
| MRK | Merck | $100.11万 | 0.07% | 7,790 | -1,116 | -12.5% | -$14.34万 | 减仓 |
| IVV | iShares S&P 500 | $103.14万 | 0.08% | 1,378 | 10 | 0.7% | $7,485 | 加仓 |
| PFE | Pfizer | $104.52万 | 0.08% | 43,407 | -1,876 | -4.1% | -$4.52万 | 减仓 |
| VWO | Vanguard Emerging Markets | $104.75万 | 0.08% | 17,548 | -185 | -1.0% | -$1.10万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $105.96万 | 0.08% | 10,971 | 0 | 0.0% | — | 不变 |
| CSW | CSW Industrials | $108.54万 | 0.08% | 3,900 | 0 | 0.0% | — | 不变 |
| FRPT | Freshpet | $112.18万 | 0.08% | 18,975 | 5,600 | 41.9% | $33.11万 | 加仓 |
| COST | Costco Companies | $113.91万 | 0.08% | 1,218 | 396 | 48.2% | $37.03万 | 加仓 |
| MCO | Moody's | $116.13万 | 0.09% | 2,564 | 6 | 0.2% | $2,718 | 加仓 |
| LLY | Lilly | $116.16万 | 0.09% | 968 | -96 | -9.0% | -$11.52万 | 减仓 |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $117.12万 | 0.09% | 24,528 | 177 | 0.7% | $8,452 | 加仓 |
| UNP | Union Pacific | $128.03万 | 0.10% | 4,707 | 75 | 1.6% | $2.04万 | 加仓 |
| IJH | iShares Core S&P Mid Cap | $132.09万 | 0.10% | 17,130 | -389 | -2.2% | -$3.00万 | 减仓 |
| BN | Brookfield Corp | $133.91万 | 0.10% | 31,442 | -205 | -0.6% | -$8,731 | 减仓 |
| VBK | Vanguard Small-Cap Growth ETF | $136.19万 | 0.10% | 3,724 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific | $139.73万 | 0.10% | 2,787 | -83 | -2.9% | -$4.16万 | 减仓 |
| LOW | Lowe's | $150.02万 | 0.11% | 6,804 | 79 | 1.2% | $1.74万 | 加仓 |
| FDX | FedEx | $153.31万 | 0.11% | 4,896 | -5 | -0.1% | -$1,566 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $153.61万 | 0.11% | 48,441 | 2,296 | 5.0% | $7.28万 | 加仓 |
| DIHP | Dimensional International High Profitability ETF | $155.58万 | 0.12% | 45,592 | 30 | 0.1% | $1,024 | 加仓 |
| — | Dimensional U.S. Small Cap ETF | $158.51万 | 0.12% | 19,251 | 2,312 | 13.6% | $19.04万 | 加仓 |
| OUNZ | VanEck Merk Gold ETF | $158.58万 | 0.12% | 41,093 | 0 | 0.0% | — | 不变 |
| DFCF | DFA Core Fixed Income ETF | $159.08万 | 0.12% | 37,688 | 182 | 0.5% | $7,682 | 加仓 |
| BLK | BlackRock | $162.12万 | 0.12% | 1,686 | 360 | 27.1% | $34.62万 | 加仓 |
| — | DFA Tax Advantaged US Core Equity 2 | $172.59万 | 0.13% | 38,906 | 8,611 | 28.4% | $38.20万 | 加仓 |
| VCSH | Vanguard Short Term Corp Bond Index | $174.70万 | 0.13% | 22,105 | 1,631 | 8.0% | $12.89万 | 加仓 |
| RTX | Raytheon Technologies | $182.86万 | 0.14% | 9,638 | -7 | -0.1% | -$1,328 | 减仓 |
| ZETA | Zeta Global Holdings Corp A | $184.35万 | 0.14% | 93,672 | 93,672 | — | $184.35万 | 新建仓 |
| DFIV | Dimensional International Value ETF | $187.27万 | 0.14% | 34,667 | 372 | 1.1% | $2.01万 | 加仓 |
| ALGN | Align Technology | $189.02万 | 0.14% | 11,207 | -5 | -0.0% | -$843 | 减仓 |
| AXP | American Express | $195.68万 | 0.15% | 5,785 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $209.33万 | 0.16% | 5,601 | -1,665 | -22.9% | -$62.23万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals | $213.43万 | 0.16% | 26,185 | 911 | 3.6% | $7.43万 | 加仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $214.75万 | 0.16% | 7,011 | 159 | 2.3% | $4.87万 | 加仓 |
| UPS | United Parcel Service | $218.20万 | 0.16% | 20,298 | -959 | -4.5% | -$10.31万 | 减仓 |
| GEV | GE Vernova | $223.72万 | 0.17% | 1,904 | -468 | -19.7% | -$54.99万 | 减仓 |
| EVR | Evercore Partners | $226.48万 | 0.17% | 6,633 | -150 | -2.2% | -$5.12万 | 减仓 |
| HD | Home Depot | $235.21万 | 0.17% | 6,669 | 35 | 0.5% | $1.23万 | 加仓 |
| ADP | Automatic Data | $237.05万 | 0.18% | 10,585 | -2,161 | -17.0% | -$48.40万 | 减仓 |