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 |
|---|---|---|---|---|---|---|---|---|
| PWR | Quanta Services | $1.02亿 | 7.55% | 141,309 | -16,651 | -10.5% | -$1,198.94万 | 减仓 |
| PANW | Palo Alto Networks | $7,795.96万 | 5.79% | 228,607 | -14,876 | -6.1% | -$507.30万 | 减仓 |
| AAPL | Apple | $7,699.83万 | 5.72% | 266,099 | -14,715 | -5.2% | -$425.79万 | 减仓 |
| GOOG | Alphabet Cl C | $7,005.89万 | 5.20% | 198,282 | -9,573 | -4.6% | -$338.24万 | 减仓 |
| GOOGL | Alphabet Cl A | $5,356.70万 | 3.98% | 149,892 | -6,273 | -4.0% | -$224.18万 | 减仓 |
| AMZN | Amazon | $4,719.16万 | 3.50% | 198,001 | -9,549 | -4.6% | -$227.59万 | 减仓 |
| V | Visa | $4,439.41万 | 3.30% | 129,395 | -6,522 | -4.8% | -$223.76万 | 减仓 |
| META | Meta Platforms | $3,819.52万 | 2.84% | 67,808 | -3,937 | -5.5% | -$221.77万 | 减仓 |
| DE | Deere & Co | $3,776.19万 | 2.80% | 59,530 | -4,100 | -6.4% | -$260.08万 | 减仓 |
| NVDA | NVIDIA | $3,775.50万 | 2.80% | 188,690 | 10,257 | 5.7% | $205.23万 | 加仓 |
| BRK/B | Berkshire Hathaway B | $3,315.78万 | 2.46% | 66,264 | -4,751 | -6.7% | -$237.74万 | 减仓 |
| BKNG | Booking Holdings | $3,186.18万 | 2.37% | 178,758 | -9,542 | -5.1% | -$170.08万 | 减仓 |
| IQV | IQVIA Holdings | $2,336.82万 | 1.73% | 120,941 | -7,828 | -6.1% | -$151.25万 | 减仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $2,292.18万 | 1.70% | 737,035 | -2,555 | -0.3% | -$7.95万 | 减仓 |
| RMD | ResMed | $2,255.64万 | 1.67% | 115,745 | -4,079 | -3.4% | -$79.49万 | 减仓 |
| UBER | Uber Technologies | $1,991.32万 | 1.48% | 275,959 | -10,278 | -3.6% | -$74.17万 | 减仓 |
| MSFT | Microsoft | $1,935.79万 | 1.44% | 51,895 | 526 | 1.0% | $19.62万 | 加仓 |
| VOO | Vanguard S&P 500 Index Fd ETF | $1,932.75万 | 1.43% | 28,141 | 339 | 1.2% | $23.28万 | 加仓 |
| J | Jacobs Solutions | $1,928.91万 | 1.43% | 153,088 | -4,278 | -2.7% | -$53.90万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $1,727.39万 | 1.28% | 27,703 | -1,032 | -3.6% | -$64.35万 | 减仓 |
| SBUX | Starbucks | $1,655.08万 | 1.23% | 161,961 | -9,855 | -5.7% | -$100.71万 | 减仓 |
| PEP | PepsiCo | $1,577.31万 | 1.17% | 116,493 | -1,871 | -1.6% | -$25.33万 | 减仓 |
| BDX | Becton Dickinson | $1,452.00万 | 1.08% | 95,949 | -76 | -0.1% | -$1.15万 | 减仓 |
| SNOW | Snowflake | $1,412.93万 | 1.05% | 55,518 | -4,502 | -7.5% | -$114.58万 | 减仓 |
| SPHR | Sphere Entertainment | $1,345.45万 | 1.00% | 77,758 | -12,686 | -14.0% | -$219.51万 | 减仓 |
| BEPC | Brookfield Renewable Corp | $1,344.55万 | 1.00% | 362,218 | -30,594 | -7.8% | -$113.56万 | 减仓 |
| DIS | Walt Disney Company | $1,213.46万 | 0.90% | 126,074 | -8,061 | -6.0% | -$77.59万 | 减仓 |
| EW | Edwards Lifesciences | $1,172.42万 | 0.87% | 129,607 | -4,208 | -3.1% | -$38.07万 | 减仓 |
| JNJ | Johnson & Johnson | $1,141.20万 | 0.85% | 44,934 | -942 | -2.1% | -$23.92万 | 减仓 |
| ZBRA | Zebra Tech | $1,119.09万 | 0.83% | 42,509 | -2,739 | -6.1% | -$72.11万 | 减仓 |
| VUG | Vanguard Growth ETF | $1,071.12万 | 0.80% | 124,346 | 104 | 0.1% | $8,959 | 加仓 |
| XOM | Exxon Mobil | $1,069.78万 | 0.79% | 78,246 | 78,246 | — | $1,069.78万 | 新建仓 |
| ECL | Ecolab | $1,040.45万 | 0.77% | 37,344 | -2,573 | -6.4% | -$71.69万 | 减仓 |
| FNDF | Schwab Fundamental International Equity ETF | $1,005.17万 | 0.75% | 190,518 | -822 | -0.4% | -$4.34万 | 减仓 |
| APD | Air Products | $980.92万 | 0.73% | 33,458 | -4,478 | -11.8% | -$131.29万 | 减仓 |
| JPM | JP Morgan Chase | $955.94万 | 0.71% | 29,204 | -788 | -2.6% | -$25.79万 | 减仓 |
| SPGI | S&P Global | $936.29万 | 0.70% | 22,990 | 524 | 2.3% | $21.34万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $915.37万 | 0.68% | 180,974 | 6,836 | 3.9% | $34.58万 | 加仓 |
| ASML | ASML Holding NV | $909.49万 | 0.68% | 4,572 | -72 | -1.6% | -$14.32万 | 减仓 |
| VEEV | Veeva Systems | $884.56万 | 0.66% | 49,843 | 3,475 | 7.5% | $61.67万 | 加仓 |
| AMT | American Tower | $830.90万 | 0.62% | 50,798 | -639 | -1.2% | -$10.45万 | 减仓 |
| XYL | Xylem | $829.13万 | 0.62% | 70,141 | 1,080 | 1.6% | $12.77万 | 加仓 |
| VTV | Vanguard Value Index | $754.32万 | 0.56% | 34,613 | 737 | 2.2% | $16.06万 | 加仓 |
| WMT | WalMart | $721.60万 | 0.54% | 63,712 | -19,468 | -23.4% | -$220.49万 | 减仓 |
| ISRG | Intuitive Surgical | $669.33万 | 0.50% | 16,831 | -135 | -0.8% | -$5.37万 | 减仓 |
| INVH | Invitation Homes | $615.76万 | 0.46% | 203,826 | -32,818 | -13.9% | -$99.14万 | 减仓 |
| KMI | Kinder Morgan | $608.74万 | 0.45% | 190,409 | -5,430 | -2.8% | -$17.36万 | 减仓 |
| SPY | SPDR Tr (S&P 500) | $592.23万 | 0.44% | 7,931 | 1,076 | 15.7% | $80.35万 | 加仓 |
| VTI | Vanguard Total Stock VIPERS | $577.89万 | 0.43% | 15,617 | 470 | 3.1% | $17.39万 | 加仓 |
| IBM | IBM | $575.14万 | 0.43% | 20,452 | -340 | -1.6% | -$9.56万 | 减仓 |
| CSCO | Cisco Systems | $540.36万 | 0.40% | 46,003 | -6,203 | -11.9% | -$72.86万 | 减仓 |
| MDLN | Medline | $537.09万 | 0.40% | 136,179 | 136,179 | — | $537.09万 | 新建仓 |
| TEM | Tempus AI | $516.54万 | 0.38% | 89,166 | 29,347 | 49.1% | $170.01万 | 加仓 |
| CHWY | Chewy | $510.22万 | 0.38% | 259,653 | -17,132 | -6.2% | -$33.66万 | 减仓 |
| HYG | iShares IBOXX High Yield Bond Index | $504.09万 | 0.37% | 63,034 | 173 | 0.3% | $1.38万 | 加仓 |
| WAT | Waters Corp | $487.36万 | 0.36% | 12,995 | -36 | -0.3% | -$1.35万 | 减仓 |
| VEA | Vanguard FTSE Dev Markets | $432.54万 | 0.32% | 60,707 | -718 | -1.2% | -$5.12万 | 减仓 |
| DFAU | DFA US Core Equity ETF | $397.88万 | 0.30% | 76,973 | 11,967 | 18.4% | $61.86万 | 加仓 |
| DFNM | Dimensional National Municipal Bond ETF | $390.86万 | 0.29% | 80,864 | -1,223 | -1.5% | -$5.91万 | 减仓 |
| ETN | Eaton | $385.72万 | 0.29% | 9,052 | -605 | -6.3% | -$25.78万 | 减仓 |
| ABBV | AbbVie | $384.45万 | 0.29% | 15,278 | -1,091 | -6.7% | -$27.45万 | 减仓 |
| BRK/A | Berkshire Hathaway A | $374.43万 | 0.28% | 5 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola | $365.91万 | 0.27% | 45,024 | -5,725 | -11.3% | -$46.53万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $358.40万 | 0.27% | 48,821 | 343 | 0.7% | $2.52万 | 加仓 |
| GMED | Globus Medical | $355.59万 | 0.26% | 45,006 | 24,250 | 116.8% | $191.60万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $346.30万 | 0.26% | 11,424 | -20 | -0.2% | -$6,063 | 减仓 |
| VOE | Vanguard Mid-Cap Value ETF | $314.89万 | 0.23% | 15,936 | 234 | 1.5% | $4.62万 | 加仓 |
| CAT | Caterpillar | $283.59万 | 0.21% | 2,663 | 17 | 0.6% | $1.81万 | 加仓 |
| DFAE | DFA Emerging Core Equity Market ETF | $279.88万 | 0.21% | 69,604 | -1,052 | -1.5% | -$4.23万 | 减仓 |
| SCHP | Schwab US TIPS ETF | $269.49万 | 0.20% | 101,696 | 0 | 0.0% | — | 不变 |
| PG | Proctor & Gamble | $268.23万 | 0.20% | 18,292 | 778 | 4.4% | $11.41万 | 加仓 |
| DFUS | DFA Tax Managed US Equity | $257.70万 | 0.19% | 31,450 | -4,465 | -12.4% | -$36.59万 | 减仓 |
| — | Dimensional US High Profitability ETF | $255.63万 | 0.19% | 61,259 | 88 | 0.1% | $3,672 | 加仓 |
| DFAI | DFA International Core Equity Market ETF | $250.13万 | 0.19% | 60,638 | 7,612 | 14.4% | $31.40万 | 加仓 |
| NKE | Nike | $246.16万 | 0.18% | 59,965 | -58,514 | -49.4% | -$240.20万 | 减仓 |
| PEN | Penumbra | $242.21万 | 0.18% | 7,671 | -11,015 | -58.9% | -$347.80万 | 减仓 |
| ABT | Abbott Labs | $239.53万 | 0.18% | 26,397 | -869 | -3.2% | -$7.89万 | 减仓 |
| ADP | Automatic Data | $237.05万 | 0.18% | 10,585 | -2,161 | -17.0% | -$48.40万 | 减仓 |
| HD | Home Depot | $235.21万 | 0.17% | 6,669 | 35 | 0.5% | $1.23万 | 加仓 |
| EVR | Evercore Partners | $226.48万 | 0.17% | 6,633 | -150 | -2.2% | -$5.12万 | 减仓 |
| GEV | GE Vernova | $223.72万 | 0.17% | 1,904 | -468 | -19.7% | -$54.99万 | 减仓 |
| UPS | United Parcel Service | $218.20万 | 0.16% | 20,298 | -959 | -4.5% | -$10.31万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $214.75万 | 0.16% | 7,011 | 159 | 2.3% | $4.87万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals | $213.43万 | 0.16% | 26,185 | 911 | 3.6% | $7.43万 | 加仓 |
| GE | GE Aerospace | $209.33万 | 0.16% | 5,601 | -1,665 | -22.9% | -$62.23万 | 减仓 |
| AXP | American Express | $195.68万 | 0.15% | 5,785 | 0 | 0.0% | — | 不变 |
| ALGN | Align Technology | $189.02万 | 0.14% | 11,207 | -5 | -0.0% | -$843 | 减仓 |
| DFIV | Dimensional International Value ETF | $187.27万 | 0.14% | 34,667 | 372 | 1.1% | $2.01万 | 加仓 |
| ZETA | Zeta Global Holdings Corp A | $184.35万 | 0.14% | 93,672 | 93,672 | — | $184.35万 | 新建仓 |
| RTX | Raytheon Technologies | $182.86万 | 0.14% | 9,638 | -7 | -0.1% | -$1,328 | 减仓 |
| VCSH | Vanguard Short Term Corp Bond Index | $174.70万 | 0.13% | 22,105 | 1,631 | 8.0% | $12.89万 | 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 |
| BLK | BlackRock | $162.12万 | 0.12% | 1,686 | 360 | 27.1% | $34.62万 | 加仓 |
| DFCF | DFA Core Fixed Income ETF | $159.08万 | 0.12% | 37,688 | 182 | 0.5% | $7,682 | 加仓 |
| OUNZ | VanEck Merk Gold ETF | $158.58万 | 0.12% | 41,093 | 0 | 0.0% | — | 不变 |
| — | Dimensional U.S. Small Cap ETF | $158.51万 | 0.12% | 19,251 | 2,312 | 13.6% | $19.04万 | 加仓 |
| DIHP | Dimensional International High Profitability ETF | $155.58万 | 0.12% | 45,592 | 30 | 0.1% | $1,024 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $153.61万 | 0.11% | 48,441 | 2,296 | 5.0% | $7.28万 | 加仓 |
| FDX | FedEx | $153.31万 | 0.11% | 4,896 | -5 | -0.1% | -$1,566 | 减仓 |
| LOW | Lowe's | $150.02万 | 0.11% | 6,804 | 79 | 1.2% | $1.74万 | 加仓 |