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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | Revolution Medicines | $9.03万 | 0.01% | 482 | 482 | — | $9.03万 | 新建仓 |
| VNQ | Vanguard Real Estate ETF | $8.96万 | 0.01% | 929 | 0 | 0.0% | — | 不变 |
| EXPD | Expeditors Int'l | $8.95万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| UL | Unilever PLC | $8.93万 | 0.01% | 1,486 | 75 | 5.3% | $4,509 | 加仓 |
| GILD | Gilead Sciences | $8.91万 | 0.01% | 705 | -254 | -26.5% | -$3.21万 | 减仓 |
| IWR | iShares Russell Midcap Index | $8.80万 | 0.01% | 797 | 13 | 1.7% | $1,435 | 加仓 |
| MDY | MidCap SPDR Trust | $8.79万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ALLW | SPDR Bridgewater ALL Weather ETF | $8.78万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ILCG | IShares Mrnstar Large Cap Grwth ETF | $8.78万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| IMO | Imperial Oil | $8.74万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| DLN | WisdomTree US Large Cap Dividend | $8.67万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines Ltd | $8.53万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| WTW | Willis Towers Watson | $8.44万 | 0.01% | 323 | -6 | -1.8% | -$1,568 | 减仓 |
| XEL | Xcel Energies | $8.27万 | 0.01% | 1,030 | -19 | -1.8% | -$1,526 | 减仓 |
| XLK | Technology Select Sector SPDR Fund | $8.27万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| IWB | iShares Russell 1000 ETF | $8.19万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ES | Eversource Energy | $8.16万 | 0.01% | 1,129 | -12 | -1.1% | -$867 | 减仓 |
| Q | Qnity Electronics | $8.13万 | 0.01% | 498 | 9 | 1.8% | $1,470 | 加仓 |
| DGCB | DFA Global Credit ETF | $8.01万 | 0.01% | 1,465 | 78 | 5.6% | $4,264 | 加仓 |
| CHKP | Check Point Software | $7.89万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Ctls Inl PLC | $7.86万 | 0.01% | 538 | 292 | 118.7% | $4.27万 | 加仓 |
| FVD | First Trust Value Dividend Index ETF | $7.83万 | 0.01% | 1,625 | 0 | 0.0% | — | 不变 |
| GSK | Glaxo Smithkline | $7.63万 | 0.01% | 1,456 | 0 | 0.0% | — | 不变 |
| APP | Applovin Corp | $7.44万 | 0.01% | 144 | 34 | 30.9% | $1.76万 | 加仓 |
| AMTM | Amentum Holdings | $7.44万 | 0.01% | 3,598 | -4,532 | -55.7% | -$9.37万 | 减仓 |
| XLP | Consumer Staples Select SPDR | $7.41万 | 0.01% | 892 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks | $7.26万 | 0.01% | 428 | 392 | 1,088.9% | $6.65万 | 加仓 |
| ADSK | Autodesk Inc | $7.08万 | 0.01% | 364 | 10 | 2.8% | $1,944 | 加仓 |
| CL | Colgate Palmolive | $6.97万 | 0.01% | 760 | 160 | 26.7% | $1.47万 | 加仓 |
| ZTS | Zoetis | $6.92万 | 0.01% | 963 | -41 | -4.1% | -$2,946 | 减仓 |
| VTIP | Vanguard Short Inflation Protected ETF | $6.87万 | 0.01% | 1,368 | 0 | 0.0% | — | 不变 |
| DD | DuPont | $6.84万 | 0.01% | 504 | -1,015 | -66.8% | -$13.77万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $6.81万 | 0.01% | 1,756 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technology ETF | $6.79万 | 0.01% | 568 | 0 | 0.0% | — | 不变 |
| PHO | PowerShares Water Resources | $6.77万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR S&P 500 ETF | $6.73万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| PEG | Public Service Enterprise | $6.69万 | 0.00% | 824 | -146 | -15.1% | -$1.18万 | 减仓 |
| AOA | iShares Core Aggressive ETF | $6.69万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $6.64万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC | $6.63万 | 0.00% | 329 | 90 | 37.7% | $1.81万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $6.63万 | 0.00% | 311 | 311 | — | $6.63万 | 新建仓 |
| EOS | Eaton Vance Enhanced Equity Income Fund II | $6.53万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| PRF | Invesco FTSE RAFI US 1000 ETF | $6.52万 | 0.00% | 1,207 | -970 | -44.6% | -$5.24万 | 减仓 |
| VRT | Vertiv Holdings | $6.33万 | 0.00% | 189 | 28 | 17.4% | $9,376 | 加仓 |
| EQT | EQT Corp | $6.31万 | 0.00% | 1,187 | -1,915 | -61.7% | -$10.18万 | 减仓 |
| STX | Seagate Technology Hldngs PLC Ord Shs | $6.25万 | 0.00% | 65 | 57 | 712.5% | $5.48万 | 加仓 |
| GEHC | GE Healthcare Technologies | $6.19万 | 0.00% | 967 | -616 | -38.9% | -$3.94万 | 减仓 |
| URTH | iShares MSCI EFT World | $6.16万 | 0.00% | 304 | -90 | -22.8% | -$1.82万 | 减仓 |
| HWM | Howmet Aerospace | $6.08万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $6.05万 | 0.00% | 71 | 71 | — | $6.05万 | 新建仓 |
| VXF | Vanguard Extended Market | $6.03万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corp | $6.02万 | 0.00% | 1,410 | -98 | -6.5% | -$4,183 | 减仓 |
| CSWC | Capital Southwest | $5.94万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $5.89万 | 0.00% | 775 | 95 | 14.0% | $7,220 | 加仓 |
| TIP | iShares TIPS Bond ETF | $5.87万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| TFC | Truist Financial | $5.86万 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| MAIN | Main Street Capital Corp | $5.86万 | 0.00% | 1,129 | 0 | 0.0% | — | 不变 |
| C | Citigroup | $5.79万 | 0.00% | 414 | -190 | -31.5% | -$2.66万 | 减仓 |
| IWM | iShares Russell 2000 ETF | $5.77万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| GHC | Graham Holdings | $5.71万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $5.58万 | 0.00% | 74 | 8 | 12.1% | $6,036 | 加仓 |
| ARTY | iShares Future AI & Tech ETF | $5.52万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| DFIP | DFA Inflation-Protected Securities ETF | $5.50万 | 0.00% | 1,332 | 25 | 1.9% | $1,031 | 加仓 |
| MGEE | MGE Energy | $5.46万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $5.38万 | 0.00% | 713 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total Int'l Stock ETF | $5.32万 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| XLY | Consumer Discretionary Select SPDR | $5.25万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| EBAY | EBay Inc | $5.23万 | 0.00% | 468 | -116 | -19.9% | -$1.30万 | 减仓 |
| NVO | Novo-Nordisk A S ADR | $5.17万 | 0.00% | 1,079 | -1 | -0.1% | -$48 | 减仓 |
| SNDK | SANDISK CORP COM | $5.13万 | 0.00% | 23 | 18 | 360.0% | $4.01万 | 加仓 |
| ANGO | AngioDynamics Inc | $5.07万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| CRWD | CrowdStrike | $5.04万 | 0.00% | 66 | -7 | -9.6% | -$5,342 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4.90万 | 0.00% | 601 | 601 | — | $4.90万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4.87万 | 0.00% | 1,980 | 0 | 0.0% | — | 不变 |
| FEX | First Trust Large Cap Core Alphadex Fund | $4.80万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| TJX | TJX Cos. | $4.79万 | 0.00% | 316 | 119 | 60.4% | $1.80万 | 加仓 |
| JEF | Jefferies Finl | $4.66万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise Lines | $4.64万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Financial | $4.53万 | 0.00% | 420 | 406 | 2,900.0% | $4.38万 | 加仓 |
| DOV | Dover | $4.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EIX | Edison Intl | $4.47万 | 0.00% | 600 | -1,015 | -62.8% | -$7.56万 | 减仓 |
| SEIC | SEI Investments Co | $4.45万 | 0.00% | 507 | -1 | -0.2% | -$88 | 减仓 |
| TSM | Taiwan Semiconductor | $4.41万 | 0.00% | 92 | 4 | 4.5% | $1,915 | 加仓 |
| FAST | Fastenal | $4.40万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4.39万 | 0.00% | 233 | 1 | 0.4% | $188 | 加仓 |
| MDT | Medtronic PLC | $4.37万 | 0.00% | 559 | -158 | -22.0% | -$1.24万 | 减仓 |
| VYM | Vanguard Hi Div Yield Index ETF | $4.35万 | 0.00% | 275 | -172 | -38.5% | -$2.72万 | 减仓 |
| SPCX | Space Exploration Technologies | $4.31万 | 0.00% | 252 | 252 | — | $4.31万 | 新建仓 |
| ORLY | O'Reilly Automotive Inc | $4.31万 | 0.00% | 468 | 47 | 11.2% | $4,330 | 加仓 |
| RYN | Rayonier | $4.29万 | 0.00% | 2,014 | 0 | 0.0% | — | 不变 |
| FFIV | F5 Networks | $4.28万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| AXSM | Axsome Therapeutics | $4.28万 | 0.00% | 175 | -75 | -30.0% | -$1.84万 | 减仓 |
| INTU | Intuit | $4.25万 | 0.00% | 163 | -238 | -59.4% | -$6.21万 | 减仓 |
| HLN | Hilton Hotels 8 | $4.24万 | 0.00% | 4,546 | 391 | 9.4% | $3,648 | 加仓 |
| SCHW | Charles Schwab Corp | $4.12万 | 0.00% | 447 | 242 | 118.0% | $2.23万 | 加仓 |
| MSCI | MSCI INC COM | $4.09万 | 0.00% | 73 | 73 | — | $4.09万 | 新建仓 |
| GATX | GATX | $3.99万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | Invesco Bloomberg MVP Multi-Factor ETF | $3.98万 | 0.00% | 777 | 777 | — | $3.98万 | 新建仓 |
| IWV | iShares Russell 3000 Index | $3.97万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AXON | Axon Enterprise Inc | $3.93万 | 0.00% | 70 | 65 | 1,300.0% | $3.65万 | 加仓 |