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Washington Trust Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Washington Trust Advisors, Inc.
报告期 2026-03-31 · CIK 0001900099
持仓数
684
前50大市值合计
$1.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 55
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Cl C
+$13.9M
218,252
-1%
减持
AAPL
Apple
+$13.2M
294,139
-2%
减持
GOOGL
Alphabet Cl A
+$9.0M
162,423
-6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$5.9M
173,897
+203%
减持
NVDA
NVIDIA
+$4.8M
189,382
-2%
减持
BKNG
Booking Holdings
-$4.8M
7,760
-4%
增持
—
ASML Holding NV
+$4.8M
4,957
+12610%
减持
DE
Deere & Co
-$4.2M
67,082
-2%
建仓
DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
+$3.9M
81,477
减持
IQV
IQVIA Holdings
+$3.9M
133,654
-2%
减持
SPHR
Sphere Entertainment
+$3.0M
178,462
-7%
减持
V
Visa
-$2.8M
141,051
-2%
减持
J
Jacobs Solutions
+$2.6M
163,605
-2%
建仓
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$2.4M
64,012
增持
DFAE
DFA Emerging Core Equity Market ETF
+$2.1M
70,462
+1806%
增持
DFUS
DFA Tax Managed US Equity
+$1.9M
31,591
+521%
减持
META
Meta Platforms
-$1.9M
74,739
-3%
减持
ISRG
Intuitive Surgical
-$1.8M
17,723
-1%
减持
DIS
Walt Disney Company
-$1.8M
141,231
-3%
减持
SBUX
Starbucks
-$1.8M
182,020
-3%
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$1.7M
37,699
建仓
OUNZ
VANECK MERK GOLD ETF
+$1.6M
42,994
增持
JNJ
Johnson & Johnson
+$1.6M
46,190
+1%
增持
AMT
American Tower
-$1.6M
54,753
+0%
增持
VOO
Vanguard S&P 500 Index Fd ETF
+$1.5M
24,553
+3%
建仓
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$1.5M
49,088
减持
BDX
Becton Dickinson
+$1.4M
95,941
-0%
增持
DFAU
DFA US Core Equity ETF
+$1.4M
59,955
+89%
减持
PYPL
PayPal
-$1.4M
101,757
-8%
增持
XYL
Xylem
+$1.3M
65,255
+2%
增持
EW
Edwards Lifesciences
+$1.3M
130,587
+16%
增持
ARE
Alexandria Real Estate Equities
+$1.3M
101,894
+3%
减持
PWR
Quanta Services
+$1.3M
174,243
-7%
减持
AMZN
Amazon
-$1.2M
214,227
-3%
减持
APD
Air Products
-$1.1M
65,745
-2%
减持
INVH
Invitation Homes
-$1.0M
263,872
-1%
减持
DEO
Diageo PLC
-$1.0M
18,340
-33%
减持
REGN
Regeneron Pharmaceuticals
+$984.0K
29,725
-1%
减持
RMD
ResMed
+$942.7K
124,063
-3%
减持
MTN
Vail Resorts
-$941.3K
10,648
-34%
增持
DFAS
Dimensional U.S. Small Cap ETF
+$911.8K
17,282
+306%
增持
CMG
Chipotle Mexican Grill
+$902.9K
26,782
+925%
减持
ZBRA
Zebra Tech
-$862.1K
48,922
-2%
增持
DFCF
DFA Core Fixed Income ETF
+$828.2K
36,188
+113%
增持
DFAI
DFA International Core Equity Market ETF
+$814.0K
35,541
+157%
减持
FNDX
Schwab Fundamental U.S. Large Company ETF
+$799.3K
757,846
-3%
增持
SPY
SPDR Tr (S&P 500)
+$791.1K
13,823
+1%
增持
ALGN
Align Technology
-$781.6K
13,284
+3%
减持
VUG
Vanguard Growth ETF
+$746.4K
21,248
-1%
增持
FNDF
Schwab Fundamental International Equity ETF
+$725.8K
188,910
+2%
增持
DFSD
Dimensional Short-Duration Fixed Income ETF
+$724.3K
20,039
+298%
减持
ABBV
AbbVie
+$716.2K
16,749
-2%
减持
PANW
Palo Alto Networks
-$701.3K
247,620
-1%
减持
PEP
PepsiCo
+$660.9K
124,472
-2%
减持
JPM
JP Morgan Chase
+$658.5K
30,881
-1%
建仓
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$657.2K
19,974
增持
ORCL
Oracle
+$651.4K
4,170
+75%
建仓
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$637.0K
20,139
减持
BRK/B
Berkshire Hathaway B
+$587.8K
76,400
-2%
减持
UBER
Uber Technologies
+$585.0K
296,429
-3%
增持
VTV
Vanguard Value Index
+$544.1K
33,607
+4%
减持
MSFT
Microsoft
+$526.4K
47,085
-2%
增持
TSLA
Tesla
+$458.3K
2,967
+9%
增持
UPS
United Parcel Service
-$379.6K
21,915
+0%
建仓
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$377.3K
15,819
建仓
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$361.0K
10,114
减持
VEEV
Veeva Systems
+$341.1K
44,700
-1%
增持
DFUV
DFA Tax-Managed US Marketwide Value
+$335.1K
13,618
+111%
减持
WMT
WalMart
+$315.2K
83,911
-2%
减持
CVX
ChevronTexaco
-$312.9K
3,722
-40%
减持
KMI
Kinder Morgan
-$312.7K
199,090
-2%
增持
TMO
Thermo Fisher Scientific
+$306.0K
2,897
+7%
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$294.2K
634
增持
CHWY
Chewy
-$293.8K
286,796
+3%
建仓
DEHP
DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF
+$290.8K
9,522
减持
GE
GE Aerospace
+$290.4K
7,598
-2%
减持
NKE
Nike
-$280.1K
125,446
-1%
增持
CAT
Caterpillar
+$279.7K
2,780
+3%
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$268.9K
5,436
增持
VPU
Vanguard Utilities ETF
+$256.5K
1,988
+192%
增持
IBM
IBM
-$254.9K
21,857
+0%
清仓
TDG
Transdigm Group Inc
-$252.4K
0
-100%
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$246.6K
4,236
减持
BEPC
Brookfield Renewable Corp
+$244.3K
413,038
-3%
减持
KO
Coca Cola
-$234.5K
51,301
-0%
减持
VTI
Vanguard Total Stock VIPERS
+$233.7K
13,038
-2%
建仓
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$232.8K
5,480
增持
DFAC
DFA Tax Advantaged US Core Equity 2
+$231.6K
19,520
+34%
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$223.7K
2,195
减持
ILMN
Illumina
-$214.3K
2,670
-46%
减持
RTX
Raytheon Technologies
+$209.7K
10,266
-1%
减持
SNOW
Snowflake
-$206.0K
56,761
-2%
增持
VB
Vanguard Small-Cap ETF
+$205.6K
10,584
+1%
减持
PG
Proctor & Gamble
-$202.4K
17,698
-3%
增持
VOE
Vanguard Mid-Cap Value ETF
+$193.2K
15,467
+1%
建仓
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$184.4K
3,461
增持
AMD
Advanced Micro Devices Inc
+$183.7K
1,729
+155%
增持
HYG
iShares IBOXX High Yield Bond Index
+$174.9K
63,186
+3%
减持
PEN
Penumbra
-$174.6K
20,368
-2%
减持
VEA
Vanguard FTSE Dev Markets
+$172.6K
59,488
-0%
减持
GWRE
Guidewire Software
-$171.8K
1,250
-36%
减持
PM
Philip Morris Int'l
-$170.5K
4,900
-8%
建仓
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$170.3K
4,159
增持
EEM
iShares MSCI Emerging Markets
+$161.0K
25,280
+3%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$159.1K
4,986
增持
—
Eaton
+$155.0K
7,211
+1%
建仓
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$152.7K
5,590
建仓
AME
Ametek Inc
+$150.4K
800
减持
—
Exxon Mobil
+$142.8K
80,690
-3%
减持
ECL
Ecolab
+$138.4K
42,531
-0%
减持
GEV
GE Vernova
+$137.6K
2,325
-5%
增持
MTB
M & T Bank
+$136.2K
1,904
+54%
减持
VCSH
Vanguard Short Term Corp Bond Index
-$135.8K
19,374
-9%
减持
IWF
iShares Russell Growth
+$134.1K
3,307
-1%
减持
BLK
BlackRock
+$132.4K
1,351
-2%
减持
PLTR
Palantir Technologies
+$132.2K
2,999
-1%
增持
IVV
iShares S&P 500
+$131.6K
2,251
+2%
减持
LRCX
Lam Research
-$128.9K
704
-69%
减持
TXN
Texas Instruments
-$128.4K
1,854
-18%
减持
LLY
Lilly
-$123.3K
1,006
-12%
减持
AVGO
Broadcom
+$120.3K
2,364
-1%
增持
INTC
Intel
+$120.0K
9,469
+7%
建仓
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$111.2K
2,191
增持
VOT
Vanguard Mid-Cap Growth ETF
+$109.8K
6,835
+2%
增持
IJH
iShares Core S&P Mid Cap
+$109.3K
17,487
+5%
建仓
DFSE
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
+$99.6K
2,423
减持
GMED
Globus Medical
-$99.0K
22,840
-4%
增持
SYK
Stryker
+$97.2K
737
+66%
减持
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-$97.1K
4,265
-21%
增持
AXP
American Express
+$97.1K
5,917
+1%
增持
FRPT
Freshpet
+$94.9K
2,136
+536%
增持
EFA
iShares MSCI EAFE
+$93.2K
22,692
+0%
建仓
AEM
Agnico Eagle Mines Ltd
+$92.7K
550
建仓
APH
AMPHENOL CORP NEW CL A
+$90.8K
734
减持
QQQ
Invesco QQQ ETF
-$90.1K
720
-24%
增持
DOCU
DocuSign
-$86.9K
25,600
+3%
增持
VO
Vanguard Mid Cap Index Fund ETF
+$85.6K
1,540
+17%
减持
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
-$84.2K
1,983
-32%
建仓
STXE
STRIVE EMERGING MARKETS EX-CHINA ETF
+$82.6K
2,513
增持
VBK
Vanguard Small-Cap Growth ETF
+$81.5K
3,778
+0%
减持
SCHP
Schwab US TIPS ETF
-$80.5K
101,946
-4%
增持
GD
General Dynamics Corp
+$79.0K
724
+26%
增持
GLD
SPDR Gold Trust
+$77.9K
1,333
+3%
增持
SHOP
Shopify Inc
+$77.4K
1,506
+19%
增持
WBS
Webster Financial
+$76.4K
1,387
+1150%
增持
IEMG
iShares Core MSCI Emerging Markets
+$75.5K
10,588
+2%
清仓
LPLA
LPL Finl Hldgs Inc
-$74.8K
0
-100%
增持
IWD
iShares Russell 1000 Value ETF
+$74.4K
3,221
+8%
建仓
DGCB
DIMENSIONAL GLOBAL CREDIT ETF
+$73.9K
1,332
增持
IEFA
iShares Core MSCI EAFE
+$73.4K
15,098
+1%
