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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BlackRock | $127.52万 | 0.10% | 1,326 | -5 | -0.4% | -$4,809 | 减仓 |
| PFE | Pfizer | $127.16万 | 0.10% | 45,283 | 30 | 0.1% | $842 | 加仓 |
| — | Dimensional U.S. Small Cap ETF | $120.49万 | 0.10% | 16,939 | -72 | -0.4% | -$5,121 | 减仓 |
| IJH | iShares Core S&P Mid Cap | $118.30万 | 0.10% | 17,519 | -180 | -1.0% | -$1.22万 | 减仓 |
| — | DFA Tax Advantaged US Core Equity 2 | $117.73万 | 0.10% | 30,295 | 10,763 | 55.1% | $41.82万 | 加仓 |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $116.59万 | 0.09% | 24,351 | 4,062 | 20.0% | $19.45万 | 加仓 |
| VBK | Vanguard Small-Cap Growth ETF | $112.55万 | 0.09% | 3,724 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific | $112.38万 | 0.09% | 4,632 | 40 | 0.9% | $9,705 | 加仓 |
| MCO | Moody's | $111.59万 | 0.09% | 2,558 | 3 | 0.1% | $1,309 | 加仓 |
| MRK | Merck | $107.12万 | 0.09% | 8,906 | 13 | 0.1% | $1,564 | 加仓 |
| CSW | CSW Industrials | $101.63万 | 0.08% | 3,900 | -200 | -4.9% | -$5.21万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $99.32万 | 0.08% | 10,971 | -217 | -1.9% | -$1.96万 | 减仓 |
| EMR | Emerson Electric | $98.36万 | 0.08% | 7,507 | -250 | -3.2% | -$3.28万 | 减仓 |
| LLY | Lilly | $97.88万 | 0.08% | 1,064 | 17 | 1.6% | $1.56万 | 加仓 |
| TSLA | Tesla | $97.10万 | 0.08% | 2,612 | -248 | -8.7% | -$9.22万 | 减仓 |
| VWO | Vanguard Emerging Markets | $95.85万 | 0.08% | 17,733 | 770 | 4.5% | $4.16万 | 加仓 |
| EQIX | Equinix Inc | $92.90万 | 0.08% | 948 | 48 | 5.3% | $4.70万 | 加仓 |
| BNDX | Vanguard Total International Bond Index Fund ETF | $89.31万 | 0.07% | 18,587 | 6,723 | 56.7% | $32.30万 | 加仓 |
| IVV | iShares S&P 500 | $89.31万 | 0.07% | 1,368 | -931 | -40.5% | -$60.78万 | 减仓 |
| EFA | iShares MSCI EAFE | $86.46万 | 0.07% | 8,901 | -13,116 | -59.6% | -$127.40万 | 减仓 |
| CMG | Chipotle Mexican Grill | $83.56万 | 0.07% | 26,105 | -2,845 | -9.8% | -$9.11万 | 减仓 |
| IWF | iShares Russell Growth | $82.58万 | 0.07% | 1,937 | -118 | -5.7% | -$5.03万 | 减仓 |
| CVX | ChevronTexaco | $82.30万 | 0.07% | 3,978 | -344 | -8.0% | -$7.12万 | 减仓 |
| COST | Costco Companies | $81.87万 | 0.07% | 822 | -96 | -10.5% | -$9.56万 | 减仓 |
| PM | Philip Morris Int'l | $81.60万 | 0.07% | 4,935 | 50 | 1.0% | $8,267 | 加仓 |
| FNDA | Schwab Fundamental U.S. Small Company ETF | $80.76万 | 0.07% | 24,903 | -101 | -0.4% | -$3,275 | 减仓 |
| PLD | Prologis Inc | $79.31万 | 0.06% | 6,000 | 0 | 0.0% | — | 不变 |
| FRPT | Freshpet | $78.86万 | 0.06% | 13,375 | 200 | 1.5% | $1.18万 | 加仓 |
| AVGO | Broadcom | $77.32万 | 0.06% | 2,498 | 271 | 12.2% | $8.39万 | 加仓 |
| SLB | Schlumberger | $76.96万 | 0.06% | 14,975 | 0 | 0.0% | — | 不变 |
| DIA | SPDR Dow Jones Industrial Average ETF | $75.53万 | 0.06% | 1,631 | 994 | 156.0% | $46.03万 | 加仓 |
| GS | Goldman Sachs | $74.62万 | 0.06% | 882 | 0 | 0.0% | — | 不变 |
| IJR | iShares S&P Small Cap 600 | $74.23万 | 0.06% | 5,972 | -83 | -1.4% | -$1.03万 | 减仓 |
| DFLV | Dimensional US Large Cap Value ETF | $71.69万 | 0.06% | 20,076 | 49 | 0.2% | $1,750 | 加仓 |
| ITT | ITT | $70.55万 | 0.06% | 3,703 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy | $70.41万 | 0.06% | 7,581 | 64 | 0.9% | $5,944 | 加仓 |
| QQQM | Invesco Nasdaq 100 ETF | $68.08万 | 0.06% | 2,865 | 246 | 9.4% | $5.85万 | 加仓 |
| PPG | PPG | $67.75万 | 0.05% | 6,339 | 13 | 0.2% | $1,389 | 加仓 |
| DFIS | DFA International Small Cap ETF | $65.81万 | 0.05% | 19,546 | -681 | -3.4% | -$2.29万 | 减仓 |
| GLD | SPDR Gold Trust | $64.67万 | 0.05% | 1,503 | 170 | 12.8% | $7.31万 | 加仓 |
| EEM | iShares MSCI Emerging Markets | $62.79万 | 0.05% | 11,056 | -13,561 | -55.1% | -$77.02万 | 减仓 |
| DEO | Diageo PLC | $62.11万 | 0.05% | 8,343 | -5,772 | -40.9% | -$42.97万 | 减仓 |
| ICLR | ICON plc | $58.82万 | 0.05% | 5,315 | -597 | -10.1% | -$6.61万 | 减仓 |
| NFLX | Netflix | $56.21万 | 0.05% | 5,846 | 729 | 14.2% | $7.01万 | 加仓 |
| DFUV | DFA Tax-Managed US Marketwide Value | $56.20万 | 0.05% | 11,598 | -63 | -0.5% | -$3,053 | 减仓 |
| NBTB | NBT Bancorp | $55.07万 | 0.04% | 12,933 | -55 | -0.4% | -$2,342 | 减仓 |
| ORCL | Oracle | $53.84万 | 0.04% | 3,660 | -35 | -0.9% | -$5,149 | 减仓 |
| WFC | Wells Fargo | $52.96万 | 0.04% | 6,653 | -70 | -1.0% | -$5,573 | 减仓 |
| SCHF | Schwab International Equity ETF | $52.54万 | 0.04% | 21,228 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Markets | $51.98万 | 0.04% | 7,452 | 577 | 8.4% | $4.02万 | 加仓 |
| T | AT&T | $50.90万 | 0.04% | 17,558 | 1,544 | 9.6% | $4.48万 | 加仓 |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $50.56万 | 0.04% | 22,064 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap Index Fund ETF | $48.89万 | 0.04% | 1,702 | 86 | 5.3% | $2.47万 | 加仓 |
| — | North European Royalty Trust | $48.09万 | 0.04% | 53,432 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short Term Bond Index | $48.07万 | 0.04% | 6,131 | -597 | -8.9% | -$4.68万 | 减仓 |
| PLTR | Palantir Technologies | $47.85万 | 0.04% | 3,271 | 307 | 10.4% | $4.49万 | 加仓 |
| VZ | Verizon | $46.44万 | 0.04% | 9,251 | -327 | -3.4% | -$1.64万 | 减仓 |
| RGA | Reinsurance Group | $45.75万 | 0.04% | 2,241 | 503 | 28.9% | $10.27万 | 加仓 |
| TT | Trane Technologies | $45.36万 | 0.04% | 1,088 | 106 | 10.8% | $4.42万 | 加仓 |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $45.03万 | 0.04% | 3,599 | -174 | -4.6% | -$2.18万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight | $44.99万 | 0.04% | 2,344 | 1,171 | 99.8% | $22.47万 | 加仓 |
| VBR | Vanguard Small Cap Value ETF | $43.94万 | 0.04% | 2,022 | 3 | 0.1% | $652 | 加仓 |
| TXN | Texas Instruments | $43.58万 | 0.04% | 2,245 | 115 | 5.4% | $2.23万 | 加仓 |
| HDV | iShares Core High Dividend ETF | $43.19万 | 0.03% | 3,182 | 0 | 0.0% | — | 不变 |
| APTV | Aptiv plc | $43.18万 | 0.03% | 6,219 | 15 | 0.2% | $1,042 | 加仓 |
| FELE | Franklin Electric | $42.40万 | 0.03% | 4,600 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ETF | $41.35万 | 0.03% | 8,171 | 68 | 0.8% | $3,441 | 加仓 |
| MTB | M & T Bank | $39.57万 | 0.03% | 1,914 | 5 | 0.3% | $1,034 | 加仓 |
| AMGN | Amgen | $39.40万 | 0.03% | 1,120 | -101 | -8.3% | -$3.55万 | 减仓 |
| QQQ | Invesco QQQ ETF | $39.25万 | 0.03% | 680 | -40 | -5.6% | -$2.31万 | 减仓 |
| VPU | Vanguard Utilities ETF | $39.25万 | 0.03% | 1,981 | -16 | -0.8% | -$3,170 | 减仓 |
| MPLX | MPLX LP | $38.49万 | 0.03% | 6,745 | 2,920 | 76.3% | $16.66万 | 加仓 |
| MTUM | iShares MSCI USA Momentum Factor | $38.40万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| DISV | Dimensional International Small Cap Value ETF | $38.11万 | 0.03% | 9,663 | -496 | -4.9% | -$1.96万 | 减仓 |
| — | DFA US Real Estate ETF | $37.82万 | 0.03% | 15,990 | 18 | 0.1% | $426 | 加仓 |
| INTC | Intel | $37.66万 | 0.03% | 8,533 | 0 | 0.0% | — | 不变 |
| BIP | Brookfield Infrastructure Partners LP | $36.42万 | 0.03% | 10,083 | 0 | 0.0% | — | 不变 |
| AROW | Arrow Financial | $34.61万 | 0.03% | 10,310 | -800 | -7.2% | -$2.69万 | 减仓 |
| EFX | Equifax | $33.82万 | 0.03% | 1,878 | 0 | 0.0% | — | 不变 |
| MO | Altria | $32.50万 | 0.03% | 4,925 | 50 | 1.0% | $3,300 | 加仓 |
| CARR | Carrier Global | $31.32万 | 0.03% | 5,562 | -238 | -4.1% | -$1.34万 | 减仓 |
| INGR | Ingredion | $30.64万 | 0.02% | 2,720 | 0 | 0.0% | — | 不变 |
| BA | Boeing | $30.57万 | 0.02% | 1,536 | 84 | 5.8% | $1.67万 | 加仓 |
| DEHP | Dimensional Emerging Markets High Profitability ETF | $30.37万 | 0.02% | 8,989 | 11 | 0.1% | $372 | 加仓 |
| QCOM | Qualcomm | $30.10万 | 0.02% | 2,337 | 44 | 1.9% | $5,666 | 加仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $29.95万 | 0.02% | 9,089 | 0 | 0.0% | — | 不变 |
| CGW | Invesco S&P Global Water Index ETF | $29.92万 | 0.02% | 4,679 | 0 | 0.0% | — | 不变 |
| AMLP | Alerian MLP ETF | $29.83万 | 0.02% | 5,667 | -211 | -3.6% | -$1.11万 | 减仓 |
| BMY | Bristol Myers-Squibb | $29.68万 | 0.02% | 4,893 | 120 | 2.5% | $7,278 | 加仓 |
| SHEL | Shell Adr | $29.42万 | 0.02% | 3,163 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York | $29.33万 | 0.02% | 2,472 | -136 | -5.2% | -$1.61万 | 减仓 |
| WM | Waste Management | $29.28万 | 0.02% | 1,274 | 73 | 6.1% | $1.68万 | 加仓 |
| CW | Curtiss Wright | $28.61万 | 0.02% | 420 | -1 | -0.2% | -$681 | 减仓 |
| LNT | Alliant Energy | $27.74万 | 0.02% | 3,866 | 0 | 0.0% | — | 不变 |
| CP | Canadian Pacific Kansas City | $27.49万 | 0.02% | 3,495 | -500 | -12.5% | -$3.93万 | 减仓 |
| GLDM | SPDR Gold Minishares Trust | $27.32万 | 0.02% | 2,948 | 827 | 39.0% | $7.67万 | 加仓 |
| SDY | SPDR S&P Dividend ETF IV | $26.91万 | 0.02% | 1,844 | 0 | 0.0% | — | 不变 |
| NI | Nisource | $26.22万 | 0.02% | 5,620 | -2 | -0.0% | -$93 | 减仓 |
| MDLZ | Mondelez | $26.18万 | 0.02% | 4,542 | 136 | 3.1% | $7,839 | 加仓 |
| — | Dimensional U.S. Targeted Value ETF | $25.85万 | 0.02% | 4,139 | -111 | -2.6% | -$6,931 | 减仓 |