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 |
|---|---|---|---|---|---|---|---|---|
| SHW | Sherwin Williams | $8.85万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| — | Strive Emerging Markets Ex-China ETF | $8.81万 | 0.01% | 2,254 | 8 | 0.4% | $313 | 加仓 |
| ALLW | SPDR Bridgewater ALL Weather ETF | $8.65万 | 0.01% | 3,000 | 3,000 | — | $8.65万 | 新建仓 |
| CHKP | Check Point Software | $8.57万 | 0.01% | 600 | -50 | -7.7% | -$7,142 | 减仓 |
| ADSK | Autodesk Inc | $8.47万 | 0.01% | 354 | 8 | 2.3% | $1,915 | 加仓 |
| XEL | Xcel Energies | $8.33万 | 0.01% | 1,049 | 19 | 1.8% | $1,509 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $8.24万 | 0.01% | 929 | 0 | 0.0% | — | 不变 |
| IJS | iShares S&P Small Cap 600/Barra Value | $8.22万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Tencor | $8.10万 | 0.01% | 55 | 5 | 10.0% | $7,362 | 加仓 |
| GLW | Corning | $8.09万 | 0.01% | 595 | -643 | -51.9% | -$8.74万 | 减仓 |
| DLN | WisdomTree US Large Cap Dividend | $8.04万 | 0.01% | 900 | -175 | -16.3% | -$1.56万 | 减仓 |
| UL | Unilever PLC | $8.04万 | 0.01% | 1,411 | 88 | 6.7% | $5,013 | 加仓 |
| GSK | Glaxo Smithkline | $8.04万 | 0.01% | 1,456 | 0 | 0.0% | — | 不变 |
| ES | Eversource Energy | $7.90万 | 0.01% | 1,141 | 12 | 1.1% | $831 | 加仓 |
| EXPD | Expeditors Int'l | $7.87万 | 0.01% | 549 | 7 | 1.3% | $1,003 | 加仓 |
| PEG | Public Service Enterprise | $7.85万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group | $7.79万 | 0.01% | 375 | 6 | 1.6% | $1,247 | 加仓 |
| MDY | MidCap SPDR Trust | $7.71万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| FVD | First Trust Value Dividend Index ETF | $7.64万 | 0.01% | 1,625 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Midcap Index | $7.62万 | 0.01% | 784 | -186 | -19.2% | -$1.81万 | 减仓 |
| VT | Vanguard Total World Stock ETF | $7.54万 | 0.01% | 545 | 161 | 41.9% | $2.23万 | 加仓 |
| DGCB | DFA Global Credit ETF | $7.51万 | 0.01% | 1,387 | 17 | 1.2% | $920 | 加仓 |
| XLP | Consumer Staples Select SPDR | $7.31万 | 0.01% | 892 | 0 | 0.0% | — | 不变 |
| ILCG | IShares Mrnstar Large Cap Grwth ETF | $7.16万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IWB | iShares Russell 1000 ETF | $7.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| URTH | iShares MSCI EFT World | $7.09万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| — | DuPont | $6.96万 | 0.01% | 1,519 | 93 | 6.5% | $4,259 | 加仓 |
| C | Citigroup | $6.85万 | 0.01% | 604 | 429 | 245.1% | $4.87万 | 加仓 |
| VTIP | Vanguard Short Inflation Protected ETF | $6.83万 | 0.01% | 1,368 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $6.63万 | 0.01% | 659 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard Hi Div Yield Index ETF | $6.62万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| PHO | PowerShares Water Resources | $6.55万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health | $6.44万 | 0.01% | 220 | 20 | 10.0% | $5,855 | 加仓 |
| ICE | Intercontinental Exchange | $6.34万 | 0.01% | 403 | -53 | -11.6% | -$8,336 | 减仓 |
| IAU | iShares Gold Trust | $6.29万 | 0.01% | 713 | -248 | -25.8% | -$2.19万 | 减仓 |
| MDT | Medtronic PLC | $6.21万 | 0.01% | 717 | -136 | -15.9% | -$1.18万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $6.15万 | 0.00% | 1,756 | 1,756 | — | $6.15万 | 新建仓 |
| EOS | Eaton Vance Enhanced Equity Income Fund II | $6.07万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| AOA | iShares Core Aggressive ETF | $6.06万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| MAIN | Main Street Capital Corp | $5.98万 | 0.00% | 1,129 | 0 | 0.0% | — | 不变 |
| TIP | iShares TIPS Bond ETF | $5.92万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR S&P 500 ETF | $5.86万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| XLK | Technology Select Sector SPDR Fund | $5.77万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $5.70万 | 0.00% | 66 | -48 | -42.1% | -$4.15万 | 减仓 |
| Q | Qnity Electronics | $5.64万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| CSWC | Capital Southwest | $5.53万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| DFIP | DFA Inflation-Protected Securities ETF | $5.45万 | 0.00% | 1,307 | 0 | 0.0% | — | 不变 |
| TFC | Truist Financial | $5.41万 | 0.00% | 1,176 | 82 | 7.5% | $3,770 | 加仓 |
| EBAY | EBay Inc | $5.32万 | 0.00% | 584 | 295 | 102.1% | $2.69万 | 加仓 |
| GHC | Graham Holdings | $5.29万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select SPDR | $5.22万 | 0.00% | 356 | -140 | -28.2% | -$2.05万 | 减仓 |
| HWM | Howmet Aerospace | $5.21万 | 0.00% | 226 | -1 | -0.4% | -$231 | 减仓 |
| MGEE | MGE Energy | $5.18万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive | $5.11万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $5.08万 | 0.00% | 57 | 33 | 137.5% | $2.94万 | 加仓 |
| VXF | Vanguard Extended Market | $5.04万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC | $5.00万 | 0.00% | 239 | 56 | 30.6% | $1.17万 | 加仓 |
| VGT | Vanguard Information Technology ETF | $4.95万 | 0.00% | 71 | 71 | — | $4.95万 | 新建仓 |
| XLY | Consumer Discretionary Select SPDR | $4.88万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total Int'l Stock ETF | $4.80万 | 0.00% | 622 | 622 | — | $4.80万 | 新建仓 |
| IWM | iShares Russell 2000 ETF | $4.76万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4.74万 | 0.00% | 1,980 | 1,980 | — | $4.74万 | 新建仓 |
| MU | Micron Technology | $4.67万 | 0.00% | 138 | -269 | -66.1% | -$9.11万 | 减仓 |
| SPOT | Spotify Technology A | $4.55万 | 0.00% | 94 | -45 | -32.4% | -$2.18万 | 减仓 |
| LMT | Lockheed Martin | $4.47万 | 0.00% | 74 | 4 | 5.7% | $2,418 | 加仓 |
| ANGO | AngioDynamics Inc | $4.43万 | 0.00% | 3,900 | 1,500 | 62.5% | $1.71万 | 加仓 |
| APP | Applovin Corp | $4.36万 | 0.00% | 110 | 71 | 182.1% | $2.82万 | 加仓 |
| HAS | Hasbro | $4.29万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal | $4.25万 | 0.00% | 916 | 36 | 4.1% | $1,670 | 加仓 |
| AXSM | Axsome Therapeutics | $4.23万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FEX | First Trust Large Cap Core Alphadex Fund | $4.18万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| DOV | Dover | $4.17万 | 0.00% | 200 | -200 | -50.0% | -$4.17万 | 减仓 |
| HLN | Hilton Hotels 8 | $4.16万 | 0.00% | 4,155 | 0 | 0.0% | — | 不变 |
| RYN | Rayonier | $4.15万 | 0.00% | 2,014 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise Lines | $4.11万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $4.09万 | 0.00% | 680 | -4 | -0.6% | -$241 | 减仓 |
| VRT | Vertiv Holdings | $4.03万 | 0.00% | 161 | 124 | 335.1% | $3.11万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $4.03万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DFIC | DFA International Core Equity 2 ETF | $4.02万 | 0.00% | 1,133 | 2 | 0.2% | $71 | 加仓 |
| SEIC | SEI Investments Co | $3.99万 | 0.00% | 508 | -5 | -1.0% | -$392 | 减仓 |
| NVO | Novo-Nordisk A S ADR | $3.97万 | 0.00% | 1,080 | -1 | -0.1% | -$37 | 减仓 |
| WY | Weyerhaeuser | $3.91万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive Inc | $3.89万 | 0.00% | 421 | 421 | — | $3.89万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3.85万 | 0.00% | 232 | 232 | — | $3.85万 | 新建仓 |
| JEF | Jefferies Finl | $3.85万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| GATX | GATX | $3.84万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BKR | Baker Hughes | $3.71万 | 0.00% | 608 | -160 | -20.8% | -$9,768 | 减仓 |
| CME | CME Group | $3.69万 | 0.00% | 125 | 26 | 26.3% | $7,679 | 加仓 |
| DOW | Dow Chemical | $3.67万 | 0.00% | 880 | 30 | 3.5% | $1,250 | 加仓 |
| BIPC | Brookfield Infra Partners Cl A | $3.56万 | 0.00% | 901 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Cl A | $3.55万 | 0.00% | 1,236 | 331 | 36.6% | $9,503 | 加仓 |
| CELH | Celsius Holdings | $3.55万 | 0.00% | 1,000 | 1,000 | — | $3.55万 | 新建仓 |
| SCCO | Southern Copper | $3.54万 | 0.00% | 206 | 1 | 0.5% | $172 | 加仓 |
| TPR | Tapestry Inc | $3.53万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IWV | iShares Russell 3000 Index | $3.45万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ARTY | iShares Future AI & Tech ETF | $3.37万 | 0.00% | 725 | 300 | 70.6% | $1.40万 | 加仓 |
| SUSA | iShares ESG Optimized MSCI USA ETF | $3.30万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| APO | Apollo Global Mgmt Inc | $3.30万 | 0.00% | 296 | -76 | -20.4% | -$8,468 | 减仓 |
| JCI | Johnson Ctls Inl PLC | $3.22万 | 0.00% | 246 | -32 | -11.5% | -$4,190 | 减仓 |
| TOTL | SPDR Doubleline Total Return TTCL ETF | $3.16万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |