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 |
|---|---|---|---|---|---|---|---|---|
| PWR | Quanta Services | $8,672.36万 | 7.01% | 157,960 | -11,926 | -7.0% | -$654.76万 | 减仓 |
| AAPL | Apple | $7,126.77万 | 5.76% | 280,814 | -6,933 | -2.4% | -$175.95万 | 减仓 |
| GOOG | Alphabet Cl C | $5,962.52万 | 4.82% | 207,855 | -5,688 | -2.7% | -$163.17万 | 减仓 |
| GOOGL | Alphabet Cl A | $4,490.69万 | 3.63% | 156,165 | -3,950 | -2.5% | -$113.59万 | 减仓 |
| AMZN | Amazon | $4,322.64万 | 3.50% | 207,550 | -3,466 | -1.6% | -$72.19万 | 减仓 |
| V | Visa | $4,107.98万 | 3.32% | 135,917 | -2,870 | -2.1% | -$86.74万 | 减仓 |
| META | Meta Platforms | $4,104.72万 | 3.32% | 71,745 | -1,789 | -2.4% | -$102.35万 | 减仓 |
| PANW | Palo Alto Networks | $3,903.52万 | 3.16% | 243,483 | 429 | 0.2% | $6.88万 | 加仓 |
| DE | Deere & Co | $3,584.30万 | 2.90% | 63,630 | -2,556 | -3.9% | -$143.98万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $3,403.04万 | 2.75% | 71,015 | -3,688 | -4.9% | -$176.73万 | 减仓 |
| BKNG | Booking Holdings | $3,171.25万 | 2.56% | 7,532 | -103 | -1.3% | -$43.37万 | 减仓 |
| NVDA | NVIDIA | $3,111.87万 | 2.52% | 178,433 | -578 | -0.3% | -$10.08万 | 减仓 |
| RMD | ResMed | $2,689.81万 | 2.17% | 119,824 | -2,741 | -2.2% | -$61.53万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $2,220.18万 | 1.80% | 28,735 | -689 | -2.3% | -$53.23万 | 减仓 |
| IQV | IQVIA Holdings | $2,196.03万 | 1.78% | 128,769 | -3,005 | -2.3% | -$51.25万 | 减仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $2,059.76万 | 1.67% | 739,590 | -13,777 | -1.8% | -$38.37万 | 减仓 |
| UBER | Uber Technologies | $2,058.90万 | 1.66% | 286,237 | -7,209 | -2.5% | -$51.85万 | 减仓 |
| J | Jacobs Solutions | $2,002.95万 | 1.62% | 157,366 | -3,838 | -2.4% | -$48.85万 | 减仓 |
| MSFT | Microsoft | $1,901.53万 | 1.54% | 51,369 | 4,642 | 9.9% | $171.83万 | 加仓 |
| PEP | PepsiCo | $1,838.07万 | 1.49% | 118,364 | -3,055 | -2.5% | -$47.44万 | 减仓 |
| VOO | Vanguard S&P 500 Index Fd ETF | $1,661.31万 | 1.34% | 27,802 | 1,347 | 5.1% | $80.49万 | 加仓 |
| BEPC | Brookfield Renewable Corp | $1,564.57万 | 1.27% | 392,812 | -13,100 | -3.2% | -$52.18万 | 减仓 |
| SBUX | Starbucks | $1,539.30万 | 1.24% | 171,816 | -5,680 | -3.2% | -$50.89万 | 减仓 |
| BDX | Becton Dickinson | $1,509.80万 | 1.22% | 96,025 | -19 | -0.0% | -$2,987 | 减仓 |
| — | Exxon Mobil | $1,360.83万 | 1.10% | 80,209 | -181 | -0.2% | -$3.07万 | 减仓 |
| DIS | Walt Disney Company | $1,292.79万 | 1.05% | 134,135 | -4,651 | -3.4% | -$44.83万 | 减仓 |
| JNJ | Johnson & Johnson | $1,121.40万 | 0.91% | 45,876 | -20 | -0.0% | -$4,889 | 减仓 |
| APD | Air Products | $1,102.00万 | 0.89% | 37,936 | -6,570 | -14.8% | -$190.85万 | 减仓 |
| EW | Edwards Lifesciences | $1,071.59万 | 0.87% | 133,815 | -4,190 | -3.0% | -$33.55万 | 减仓 |
| ECL | Ecolab | $1,061.87万 | 0.86% | 39,917 | -1,530 | -3.7% | -$40.70万 | 减仓 |
| SPHR | Sphere Entertainment | $1,061.81万 | 0.86% | 90,444 | -12,967 | -12.5% | -$152.23万 | 减仓 |
| WMT | WalMart | $1,033.76万 | 0.84% | 83,180 | -245 | -0.3% | -$3.04万 | 减仓 |
| SPGI | S&P Global | $955.57万 | 0.77% | 22,466 | 21,464 | 2,142.1% | $912.95万 | 加仓 |
| ZBRA | Zebra Tech | $946.05万 | 0.76% | 45,248 | -1,494 | -3.2% | -$31.24万 | 减仓 |
| FNDF | Schwab Fundamental International Equity ETF | $936.23万 | 0.76% | 191,340 | -1,021 | -0.5% | -$5.00万 | 减仓 |
| SNOW | Snowflake | $905.22万 | 0.73% | 60,020 | 2,121 | 3.7% | $31.99万 | 加仓 |
| VUG | Vanguard Growth ETF | $904.47万 | 0.73% | 20,707 | -518 | -2.4% | -$22.63万 | 减仓 |
| AMT | American Tower | $887.69万 | 0.72% | 51,437 | -607 | -1.2% | -$10.48万 | 减仓 |
| JPM | JP Morgan Chase | $882.25万 | 0.71% | 29,992 | -701 | -2.3% | -$20.62万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $868.77万 | 0.70% | 174,138 | -4,391 | -2.5% | -$21.91万 | 减仓 |
| XYL | Xylem | $825.28万 | 0.67% | 69,061 | 4,221 | 6.5% | $50.44万 | 加仓 |
| VEEV | Veeva Systems | $814.50万 | 0.66% | 46,368 | -121 | -0.3% | -$2.13万 | 减仓 |
| ISRG | Intuitive Surgical | $782.09万 | 0.63% | 16,966 | -462 | -2.7% | -$21.30万 | 减仓 |
| CHWY | Chewy | $747.32万 | 0.60% | 276,785 | -8,099 | -2.8% | -$21.87万 | 减仓 |
| VTV | Vanguard Value Index | $664.65万 | 0.54% | 33,876 | -106 | -0.3% | -$2.08万 | 减仓 |
| KMI | Kinder Morgan | $656.65万 | 0.53% | 195,839 | -3,214 | -1.6% | -$10.78万 | 减仓 |
| NKE | Nike | $625.81万 | 0.51% | 118,479 | -4,894 | -4.0% | -$25.85万 | 减仓 |
| PEN | Penumbra | $613.59万 | 0.50% | 18,686 | -1,422 | -7.1% | -$46.69万 | 减仓 |
| ASML | ASML Holding NV | $613.34万 | 0.50% | 4,644 | -170 | -3.5% | -$22.45万 | 减仓 |
| INVH | Invitation Homes | $588.06万 | 0.48% | 236,644 | -16,898 | -6.7% | -$41.99万 | 减仓 |
| IBM | IBM | $503.99万 | 0.41% | 20,792 | -1,065 | -4.9% | -$25.82万 | 减仓 |
| HYG | iShares IBOXX High Yield Bond Index | $500.13万 | 0.40% | 62,861 | 245 | 0.4% | $1.95万 | 加仓 |
| VTI | Vanguard Total Stock VIPERS | $485.93万 | 0.39% | 15,147 | 624 | 4.3% | $20.02万 | 加仓 |
| SPY | SPDR Tr (S&P 500) | $445.84万 | 0.36% | 6,855 | -6,983 | -50.5% | -$454.16万 | 减仓 |
| CSCO | Cisco Systems | $405.07万 | 0.33% | 52,206 | 105 | 0.2% | $8,147 | 加仓 |
| VEA | Vanguard FTSE Dev Markets | $393.61万 | 0.32% | 61,425 | -205 | -0.3% | -$1.31万 | 减仓 |
| DFNM | Dimensional National Municipal Bond ETF | $393.44万 | 0.32% | 82,087 | 1,689 | 2.1% | $8.10万 | 加仓 |
| WAT | Waters Corp | $388.06万 | 0.31% | 13,031 | 13,031 | — | $388.06万 | 新建仓 |
| KO | Coca Cola | $385.95万 | 0.31% | 50,749 | 941 | 1.9% | $7.16万 | 加仓 |
| BRK/A | Berkshire Hathaway A | $359.07万 | 0.29% | 5 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Total Bond Market ETF | $356.99万 | 0.29% | 48,478 | 381 | 0.8% | $2.81万 | 加仓 |
| ABBV | AbbVie | $356.01万 | 0.29% | 16,369 | 17 | 0.1% | $3,697 | 加仓 |
| ETN | Eaton | $345.40万 | 0.28% | 9,657 | 1,402 | 17.0% | $50.15万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $299.74万 | 0.24% | 11,444 | 778 | 7.3% | $20.38万 | 加仓 |
| DFAU | DFA US Core Equity ETF | $293.31万 | 0.24% | 65,006 | 2,782 | 4.5% | $12.55万 | 加仓 |
| VOE | Vanguard Mid-Cap Value ETF | $289.35万 | 0.23% | 15,702 | -8 | -0.1% | -$1,474 | 减仓 |
| ABT | Abbott Labs | $279.94万 | 0.23% | 27,266 | 219 | 0.8% | $2.25万 | 加仓 |
| SCHP | Schwab US TIPS ETF | $270.61万 | 0.22% | 101,696 | -4,890 | -4.6% | -$13.01万 | 减仓 |
| TEM | Tempus AI | $270.50万 | 0.22% | 59,819 | 59,819 | — | $270.50万 | 新建仓 |
| ADP | Automatic Data | $258.97万 | 0.21% | 12,746 | -160 | -1.2% | -$3.25万 | 减仓 |
| DFUS | DFA Tax Managed US Equity | $254.67万 | 0.21% | 35,915 | -234 | -0.6% | -$1.66万 | 减仓 |
| PG | Proctor & Gamble | $252.96万 | 0.20% | 17,514 | -147 | -0.8% | -$2.12万 | 减仓 |
| DFAE | DFA Emerging Core Equity Market ETF | $239.24万 | 0.19% | 70,656 | 1,215 | 1.7% | $4.11万 | 加仓 |
| — | Dimensional US High Profitability ETF | $224.86万 | 0.18% | 61,171 | -1,356 | -2.2% | -$4.98万 | 减仓 |
| HD | Home Depot | $218.19万 | 0.18% | 6,634 | -354 | -5.1% | -$11.64万 | 减仓 |
| UPS | United Parcel Service | $209.12万 | 0.17% | 21,257 | -124 | -0.6% | -$1.22万 | 减仓 |
| GEV | GE Vernova | $207.09万 | 0.17% | 2,372 | -16 | -0.7% | -$1.40万 | 减仓 |
| DFAI | DFA International Core Equity Market ETF | $206.59万 | 0.17% | 53,026 | 7,540 | 16.6% | $29.38万 | 加仓 |
| GE | GE Aerospace | $206.20万 | 0.17% | 7,266 | -211 | -2.8% | -$5.99万 | 减仓 |
| EVR | Evercore Partners | $202.48万 | 0.16% | 6,783 | -125 | -1.8% | -$3.73万 | 减仓 |
| ALGN | Align Technology | $192.21万 | 0.16% | 11,212 | -1,668 | -13.0% | -$28.59万 | 减仓 |
| CAT | Caterpillar | $187.45万 | 0.15% | 2,646 | -15 | -0.6% | -$1.06万 | 减仓 |
| RTX | Raytheon Technologies | $186.05万 | 0.15% | 9,645 | -225 | -2.3% | -$4.34万 | 减仓 |
| OUNZ | VanEck Merk Gold ETF | $185.12万 | 0.15% | 41,093 | 0 | 0.0% | — | 不变 |
| DFIV | Dimensional International Value ETF | $181.01万 | 0.15% | 34,295 | -3,226 | -8.6% | -$17.03万 | 减仓 |
| GMED | Globus Medical | $178.83万 | 0.14% | 20,756 | -1,084 | -5.0% | -$9.34万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $176.35万 | 0.14% | 6,852 | 28 | 0.4% | $7,206 | 加仓 |
| AXP | American Express | $174.98万 | 0.14% | 5,785 | -105 | -1.8% | -$3.18万 | 减仓 |
| FDX | FedEx | $174.56万 | 0.14% | 4,901 | 10 | 0.2% | $3,562 | 加仓 |
| VCSH | Vanguard Short Term Corp Bond Index | $162.29万 | 0.13% | 20,474 | 56 | 0.3% | $4,439 | 加仓 |
| LOW | Lowe's | $158.89万 | 0.13% | 6,725 | 36 | 0.5% | $8,506 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals | $158.47万 | 0.13% | 25,274 | 24,729 | 4,537.4% | $155.05万 | 加仓 |
| DFCF | DFA Core Fixed Income ETF | $158.35万 | 0.13% | 37,506 | 484 | 1.3% | $2.04万 | 加仓 |
| ARE | Alexandria Real Estate Equities | $150.32万 | 0.12% | 32,383 | -19,709 | -37.8% | -$91.49万 | 减仓 |
| PYPL | PayPal | $148.78万 | 0.12% | 32,893 | -57,660 | -63.7% | -$260.80万 | 减仓 |
| DIHP | Dimensional International High Profitability ETF | $146.80万 | 0.12% | 45,562 | -1,718 | -3.6% | -$5.54万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $141.57万 | 0.11% | 46,145 | 1,334 | 3.0% | $4.09万 | 加仓 |
| TMO | Thermo Fisher Scientific | $141.07万 | 0.11% | 2,870 | 13 | 0.5% | $6,390 | 加仓 |
| MCD | McDonald's | $133.24万 | 0.11% | 4,287 | 99 | 2.4% | $3.08万 | 加仓 |
| BN | Brookfield Corp | $128.08万 | 0.10% | 31,647 | -501 | -1.6% | -$2.03万 | 减仓 |