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Washington Trust Advisors, Inc.

SEC CIK
0001900099
最新申報
2026/7/29

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/7/25 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
930
較 2022 年第 1 季 −67
總值
$11.3 億
較 2022 年第 1 季 −$2.75 億 (−19.5%)
申報日
2022/7/25
SEC
Washington Trust Advisors, Inc. 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock387,922$5,304 萬4.7%−12,459−3.1%減碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF1,011,441$5,148 萬4.5%+65,105+6.9%加碼–
PWRQuanta Services, Inc.COM336,058$4,212 萬3.7%−11,296−3.3%減碼歷史
GOOGAlphabet Inc.Stock17,427$3,812 萬3.4%−115−0.7%減碼歷史
IQVIQVIA Holdings Inc.Stock157,784$3,424 萬3.0%+1,154+0.7%加碼歷史
VVisa Inc.Stock169,543$3,338 萬2.9%+1,555+0.9%加碼歷史
PANWPalo Alto Networks IncStock61,367$3,031 萬2.7%−70−0.1%減碼歷史
RMDResmed IncCOM137,313$2,879 萬2.5%+1,961+1.4%加碼歷史
AMZNAmazon Com IncStock257,151$2,731 萬2.4%−4,529−1.7%減碼依 20 比 1 拆股換算歷史
PEPPepsiCo IncStock146,049$2,434 萬2.1%−6,274−4.1%減碼歷史
JJacobs Solutions Inc.COM189,848$2,414 萬2.1%+481+0.3%加碼歷史
DEDeere & CoStock80,321$2,405 萬2.1%−223−0.3%減碼歷史
BDXBecton Dickinson & CoStock96,140$2,370 萬2.1%+225+0.2%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF828,387$2,345 萬2.1%+51,126+6.6%加碼–
Vanguard Morningstar Value ETF922908744ETF170,799$2,253 萬2.0%+8,785+5.4%加碼–
UPSUnited Parcel Service IncStock122,280$2,232 萬2.0%+1,049+0.9%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD282,280$2,153 萬1.9%−42,507−13.1%減碼–
REGNRegeneron Pharmaceuticals, Inc.COM34,518$2,040 萬1.8%+31+0.1%加碼歷史
GOOGLAlphabet Inc.Stock8,588$1,872 萬1.7%−248−2.8%減碼歷史
SBUXStarbucks CorpStock229,749$1,755 萬1.5%+7,730+3.5%加碼歷史
APDAir Products & Chemicals, Inc.Stock71,360$1,716 萬1.5%+562+0.8%加碼歷史
ZBRAZebra Technologies CorpCL A57,989$1,705 萬1.5%+1,249+2.2%加碼歷史
BKNGBooking Holdings Inc.Stock9,333$1,632 萬1.4%+102+1.1%加碼歷史
METAMeta Platforms, Inc.Stock98,303$1,585 萬1.4%−1,141−1.1%減碼歷史
AMTAmerican Tower CorpREIT60,003$1,534 萬1.4%−139−0.2%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF67,273$1,499 萬1.3%+16,787+33.3%加碼–
DISWalt Disney CoStock158,005$1,492 萬1.3%+3,146+2.0%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD297,975$1,488 萬1.3%−24,576−7.6%減碼–
NKENIKE, Inc.Stock141,473$1,446 萬1.3%+7,625+5.7%加碼歷史
Vanguard S&P 500 ETF922908363ETF41,262$1,431 萬1.3%+109+0.3%加碼–
PYPLPayPal Holdings, Inc.Stock175,306$1,224 萬1.1%+4,815+2.8%加碼歷史
INVHInvitation Homes Inc.COM335,069$1,192 萬1.1%−26,503−7.3%減碼歷史
BEPCBrookfield Renewable CorpCL A SUB VTG301,280$1,073 萬0.9%+3,824+1.3%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF81,899$1,061 萬0.9%+2,193+2.8%加碼–
GMEDGlobus Medical IncStock183,997$1,033 萬0.9%+3,091+1.7%加碼歷史
SPHRSphere Entertainment Co.CL A196,289$1,033 萬0.9%+3,476+1.8%加碼歷史
JNJJohnson & JohnsonStock53,313$946.4 萬0.8%−508−0.9%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF226,187$922.8 萬0.8%+117,239+107.6%加碼–
APTVAptiv PLCSHS101,672$905.6 萬0.8%+2,463+2.5%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF51,063$899.3 萬0.8%+3,748+7.9%加碼–
MSFTMicrosoft CorpStock33,162$851.7 萬0.8%−5,502−14.2%減碼歷史
VEEVVeeva Systems IncStock42,715$845.9 萬0.7%+1,861+4.6%加碼歷史
XOMExxonMobil Holdings CorpCOM90,333$773.6 萬0.7%−6,507−6.7%減碼歷史
SPLKSplunk IncCOM86,206$762.6 萬0.7%+1,748+2.1%加碼歷史
UBERUber Technologies, IncStock348,625$713.2 萬0.6%+21,030+6.4%加碼歷史
iShares Tr464288513IBOXX HI YD ETF95,372$702.1 萬0.6%−54,048−36.2%減碼–
Atlantica Sustainable Infr PG0751N103SHS215,876$696.4 萬0.6%−673−0.3%減碼–
ECLEcolab Inc.Stock44,604$685.9 萬0.6%+8,601+23.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF17,765$670.2 萬0.6%+20+0.1%加碼歷史
EWEdwards Lifesciences CorpStock69,178$657.8 萬0.6%−4,144−5.7%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF157,345$655.4 萬0.6%+125,812+399.0%加碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG86,274$646.5 萬0.6%−46−0.1%減碼–
DEODiageo PLCSPON ADR NEW33,158$577.4 萬0.5%+486+1.5%加碼歷史
Schwab US Tips ETF808524870ETF99,439$554.9 萬0.5%−3,160−3.1%減碼–
KMIKinder Morgan, Inc.Stock307,440$515.3 萬0.5%−16,319−5.0%減碼歷史
MTNVail Resorts IncCOM23,037$502.2 萬0.4%+568+2.5%加碼歷史
ISRGIntuitive Surgical IncCOM NEW25,024$502.2 萬0.4%+5,147+25.9%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF108,817$492.4 萬0.4%+10,159+10.3%加碼–
KOCoca Cola CoStock74,544$469.0 萬0.4%+369+0.5%加碼歷史
ILMNIllumina, Inc.COM25,232$465.2 萬0.4%+3,531+16.3%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF23,478$442.8 萬0.4%−689−2.9%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF24,917$436.9 萬0.4%−255−1.0%減碼–
NVDANVIDIA CorpStock28,308$429.0 萬0.4%+6,581+30.3%加碼歷史
DDD3D Systems CorpCOM NEW402,906$390.9 萬0.3%−24,912−5.8%減碼歷史
JPMJPMorgan Chase & CoStock34,540$388.9 萬0.3%−2,647−7.1%減碼歷史
WMTWalmart Inc.Stock30,785$374.3 萬0.3%−258−0.8%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF58,389$343.6 萬0.3%−627−1.1%減碼–
ABTAbbott LaboratoriesStock29,680$322.5 萬0.3%−96−0.3%減碼歷史
IBMInternational Business Machines CorpStock22,798$321.9 萬0.3%−7,532−24.8%減碼歷史
PGProcter & Gamble CoStock21,463$308.6 萬0.3%−11,883−35.6%減碼歷史
ADPAutomatic Data Processing IncStock14,642$307.5 萬0.3%−1,220−7.7%減碼歷史
CSCOCisco Systems, Inc.Stock65,598$279.7 萬0.2%+523+0.8%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF12,757$279.0 萬0.2%+212+1.7%加碼–
ABBVAbbVie Inc.Stock17,388$266.4 萬0.2%−410−2.3%減碼歷史
Vanguard Total Bond Market ETF921937835ETF35,253$265.3 萬0.2%−958−2.6%減碼–
iShares Russell 1000 Value ETF464287598ETF18,197$263.8 萬0.2%−471−2.5%減碼–
PFEPfizer IncStock50,015$262.2 萬0.2%−3,805−7.1%減碼歷史
HDHome Depot, Inc.Stock8,923$244.7 萬0.2%−629−6.6%減碼歷史
CPCanadian Pacific Kansas City LtdCOM34,772$242.8 萬0.2%−14,932−30.0%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF43,914$215.5 萬0.2%+4,215+10.6%加碼–
iShares MSCI Eafe ETF464287465ETF31,621$197.6 萬0.2%+8,755+38.3%加碼–
LOWLowes Companies IncStock11,074$193.4 萬0.2%+356+3.3%加碼歷史
DOCUDocuSign, Inc.Stock33,262$190.9 萬0.2%−2,187−6.2%減碼歷史
iShares Tr464288612INTRM GOV CR ETF15,395$162.5 萬0.1%−2,500−14.0%減碼–
Vanguard Short-Term Bond ETF921937827ETF21,122$162.2 萬0.1%−849−3.9%減碼–
RTXRTX CorpStock16,637$159.9 萬0.1%−332−2.0%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF15,742$159.8 萬0.1%−59−0.4%減碼–
Alps ETF Tr00162Q452ALERIAN MLP46,347$159.7 萬0.1%−2,131−4.4%減碼–
ICLRIcon PLCCOM6,875$149.0 萬0.1%+26+0.4%加碼歷史
iShares Core S&P 500 ETF464287200ETF3,874$146.9 萬0.1%−217−5.3%減碼–
AXPAmerican Express CoStock10,553$146.3 萬0.1%−5,995−36.2%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF9,734$145.8 萬0.1%+85+0.9%加碼–
UNHUnitedHealth Group IncStock2,806$144.1 萬0.1%−1,127−28.7%減碼歷史
FDXFedEx CorpStock6,254$141.8 萬0.1%+490+8.5%加碼歷史
INTCIntel CorpStock37,401$139.9 萬0.1%−4,966−11.7%減碼歷史
CVXChevron CorpStock9,138$132.3 萬0.1%−16−0.2%減碼歷史
UNPUnion Pacific CorpStock6,130$130.7 萬0.1%+23+0.4%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF6,524$128.5 萬0.1%+4,895+300.5%加碼–
iShares Tr464287234MSCI EMG MKT ETF31,169$125.0 萬0.1%−2,210−6.6%減碼–
MCDMcDonalds CorpStock5,038$124.4 萬0.1%+371+7.9%加碼歷史

2022 年第 1 季之後清倉(87 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Washington Trust Advisors, Inc. 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
BRK.BBerkshire Hathaway IncStock108,033$3,813 萬2.7%歷史
WASHWashington Trust Bancorp IncCOM10,482$55.0 萬<0.1%歷史
PBCTPeople's United Financial, Inc.COM11,347$22.7 萬<0.1%歷史
SNPSSynopsys IncCOM592$19.7 萬<0.1%歷史
ALLYAlly Financial Inc.Stock3,782$16.4 萬<0.1%歷史
AKAMAkamai Technologies IncCOM1,336$16.0 萬<0.1%歷史
CPKChesapeake Utilities CorpCOM1,012$13.9 萬<0.1%歷史
EBTCEnterprise Bancorp IncCOM3,450$13.8 萬<0.1%歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B1,763$10.2 萬<0.1%–
ITWIllinois Tool Works IncStock483$10.1 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A3,625$9.00 萬<0.1%歷史
DARDarling Ingredients Inc.COM924$7.40 萬<0.1%歷史
EBAYeBay IncCOM1,279$7.30 萬<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF1,300$6.00 萬<0.1%–
ADMArcher-Daniels-Midland CoStock574$5.20 萬<0.1%歷史
CBChubb LtdStock236$5.00 萬<0.1%歷史
KAIKadant IncCOM246$4.80 萬<0.1%歷史
HEI.AHeico CorpCL A365$4.60 萬<0.1%歷史
PNRPENTAIR plcSHS848$4.60 萬<0.1%歷史
AIRGAirgain IncCOM5,990$4.50 萬<0.1%歷史
ULTAUlta Beauty, Inc.Stock107$4.30 萬<0.1%歷史
TOLToll Brothers, Inc.COM800$3.80 萬<0.1%歷史
CTXSCitrix Systems IncCOM284$2.90 萬<0.1%歷史
HAINHain Celestial Group IncCOM802$2.80 萬<0.1%歷史
LCIDLucid Group, Inc.COM822$2.10 萬<0.1%歷史
NTAPNetApp, Inc.Stock243$2.00 萬<0.1%歷史
iShares Core S&P U.S. Growth ETF464287671ETF182$1.90 萬<0.1%–
CHPTChargePoint Holdings, Inc.COM CL A972$1.90 萬<0.1%歷史
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF876$1.70 萬<0.1%–
REYNReynolds Consumer Products Inc.COM539$1.60 萬<0.1%歷史
GDGeneral Dynamics CorpStock64$1.50 萬<0.1%歷史
OCOwens CorningStock156$1.40 萬<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT200$1.30 萬<0.1%歷史
HPEHewlett Packard Enterprise CoCOM800$1.30 萬<0.1%歷史
STSensata Technologies Holding plcSHS157$8,000<0.1%歷史
CCKCrown Holdings, Inc.COM62$8,000<0.1%歷史
DVNDevon Energy CorpStock104$6,000<0.1%歷史
FLRFluor CorpStock200$6,000<0.1%歷史
MSPDatto Holding Corp.COM240$6,000<0.1%歷史
RIVNRivian Automotive, Inc.Stock100$5,000<0.1%歷史
BFAMBright Horizons Family Solutions Inc.COM38$5,000<0.1%歷史
ZNGAZynga IncCL A558$5,000<0.1%歷史
PRUPrudential Financial IncStock32$4,000<0.1%歷史
FTNTFortinet, Inc.Stock11$4,000<0.1%歷史
RUNSunrun Inc.COM117$4,000<0.1%歷史
LNGCheniere Energy, Inc.COM NEW27$4,000<0.1%歷史
AZPNASPENTECH CorpCOM24$4,000<0.1%歷史
ENOVEnovis CORPCOM109$4,000<0.1%歷史
IAAIAA, Inc.COM100$4,000<0.1%歷史
MGIMoneygram International IncCOM NEW351$4,000<0.1%歷史
QVCGAOld QVC Group, Inc.COM SER A825$4,000<0.1%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM81$4,000<0.1%–
MARMarriott International IncStock15$3,000<0.1%歷史
PLUGPlug Power IncStock100$3,000<0.1%歷史
CDNSCadence Design Systems IncStock16$3,000<0.1%歷史
HCAHCA Healthcare, Inc.COM12$3,000<0.1%歷史
OSKOshkosh CorpCOM31$3,000<0.1%歷史
SCIService Corp InternationalCOM41$3,000<0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX32$3,000<0.1%–
ALGMAllegro Microsystems, Inc.COM106$3,000<0.1%歷史
iShares Tr464288273EAFE SML CP ETF43$3,000<0.1%–
ACCDAccolade, Inc.COM151$3,000<0.1%歷史
SIVBSVB Financial GroupCOM6$3,000<0.1%歷史
FFord Motor CoStock100$2,000<0.1%歷史
BF.BBrown Forman CorpStock34$2,000<0.1%歷史
CHWYChewy, Inc.CL A38$2,000<0.1%歷史
BPMCBlueprint Medicines CorpCOM31$2,000<0.1%歷史
CHTRCharter Communications, Inc.CL A4$2,000<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -15$2,000<0.1%歷史
DHIHorton D R IncCOM24$2,000<0.1%歷史
DALDelta Air Lines, Inc.COM NEW50$2,000<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD22$2,000<0.1%–
DREDuke Realty CorpCOM NEW30$2,000<0.1%歷史
PRTYParty City Holdco Inc.COM420$2,000<0.1%歷史
XMQualtrics International Inc.COM CL A54$2,000<0.1%歷史
TAKTakeda Pharmaceutical Co LtdADR35$1,000<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock9$1,000<0.1%歷史
AALAmerican Airlines Group Inc.Stock50$1,000<0.1%歷史
Vanguard Financials ETF92204A405ETF12$1,000<0.1%–
MASMasco CorpCOM19$1,000<0.1%歷史
CMECME Group Inc.COM6$1,000<0.1%歷史
PCARPaccar IncCOM15$1,000<0.1%歷史
RCKTRocket Pharmaceuticals, Inc.COM72$1,000<0.1%歷史
CEPLCapstone Energy Plus, Inc.COM250$1,000<0.1%歷史
TPICQTpi Composites, IncCOM100$1,000<0.1%歷史
TBIOTelesis Bio Inc.COM222$1,000<0.1%歷史
RIGTransocean Ltd.REGISTERED SHS26$00.0%歷史