WT

WASHINGTON TRUST Co

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$29.6億

申報季度: 2026-03-31 · 持股檔數: 558

WASHINGTON TRUST Co在最新一期 13F 報告中揭露了 558 項持股，申報期為 2026-03-31，總持股市值約為 US$29.6億，季度換手率為 11.7%。

機構性格雪花圖

集中度
7.2
持倉穩定性
11.71
動能／逆勢
100
產業集中度
53.91
多樣化
100
倉位均衡度
79.83

近期動向

  • 減碼 MSFT

    +1.2%　-US$2179.0萬

  • 減碼 AVGO

    -5.3%　-US$1938.1萬

  • 加碼 GLW

    -2.9%　US$835.9萬

  • 減碼 V

    -0.8%　-US$1105.9萬

  • 減碼 GOOGL

    -1.3%　-US$1185.8萬

  • 加碼 PWR

    -0.3%　US$699.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 281 大持股（共 558 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技4.64%-0.13%+0.68%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長4.36%-0.11%-1.13%
3GOOGLAlphabet Inc-cl A股票-通訊服務3.89%-0.26%-1.32%
4AVGOBroadcom INC股票-科技3.62%-0.51%-5.31%
5VOOVanguard S&p 500 ETFETF-大型股與成長3.56%—+4.15%
6NVDANvidia CORP股票-科技3.14%-0.18%-2.38%
7IWRIshares Russell Mid-cap ETFETF-其他3.00%—-0.33%
8AMZNAmazon.com INC股票-循環性消費2.85%-0.20%+0.04%
9IWMIshares Russell 2000 ETFETF-中小型股2.61%—-1.00%
10MSFTMicrosoft CORP股票-科技2.53%-0.63%+1.17%
11JPMJpmorgan Chase & Co股票-金融2.31%-0.15%-0.63%
12IWBIshares Russell 1000 ETFETF-其他2.28%-0.09%-2.29%
13VVisa Inc-class A Shares股票-金融2.21%-0.29%-0.77%
14MDYState Street Spdr S&p MidcapETF-其他1.78%—-0.36%
15TMOThermo Fisher Scientific INC股票-醫療保健1.55%-0.23%-0.69%
16METAMeta Platforms Inc-class A股票-通訊服務1.46%-0.18%-0.84%
17KLACKla CORP股票-科技1.34%+0.25%-2.09%
18HDHome Depot INC股票-循環性消費1.31%—+2.07%
19TJXTjx Companies INC股票-循環性消費1.22%—-0.94%
20RTXRtx CORP股票-工業1.21%—-0.42%
21WMTWalmart INC股票-非循環性消費1.18%+0.15%-1.47%
22WABWabtec CORP股票-工業1.14%+0.19%-0.88%
23VYMVanguard High Dvd Yield ETFETF-其他1.12%—+2.17%
24NEENextera Energy INC股票-公用事業1.11%+0.24%+6.82%
25PANWPalo Alto Networks INC股票-科技1.04%-0.13%-1.00%
26PWRQuanta Services INC股票-工業1.03%+0.26%-0.25%
27ADIAnalog Devices INC股票-科技1.01%+0.17%-1.05%
28IEFAIshares Core Msci Eafe ETFETF-其他0.97%+0.10%+6.64%
29COSTCostco Wholesale CORP股票-非循環性消費0.93%+0.14%-1.17%
30JNJJohnson & Johnson股票-醫療保健0.87%+0.14%-1.61%
31ASMLASML Holding N.V.股票-科技0.87%+0.18%-1.80%
32GLWCorning INC股票-科技0.84%+0.30%-2.94%
33IJHIshares Core S&p Midcap ETFETF-其他0.80%+0.12%+10.97%
34BLKBlackrock INC股票-金融0.79%-0.07%-0.89%
35IEMGIshares Core Msci EmergingETF-新興市場0.76%—+4.86%
36IJRIshares Core S&p Small-cap EETF-中小型股0.71%—-0.12%
37EQIXEquinix INC股票-房地產0.69%+0.16%-1.86%
38ISRGIntuitive Surgical INC股票-醫療保健0.66%-0.13%-0.87%
39UBERUber Technologies INC股票-工業0.66%-0.05%+1.75%
40LYVLive Nation Entertainment In股票-通訊服務0.63%—+1.47%
41MRSHMarsh & Mclennan Cos股票-金融0.62%—+2.84%
42DELLDell Technologies -c股票-科技0.62%+0.24%+19.45%
43BKNGBooking Holdings INC股票-循環性消費0.61%-0.13%+2.37%
44LMTLockheed Martin CORP股票-工業0.61%+0.13%-1.52%
45LLYEli Lilly & Co股票-醫療保健0.61%-0.07%+1.86%
46VTIVanguard Total Stock Mkt ETFETF-其他0.61%—-1.16%
47GVIIshares Intermediate GovernmETF-其他0.60%—+3.65%
48SPGIS&p Global INC股票-金融0.60%-0.11%+0.26%
49SYKStryker CORP股票-醫療保健0.60%—+0.27%
50CSCOCisco Systems INC股票-科技0.59%—-0.19%
1–50 of 281

本季持股變動

WASHINGTON TRUST Co 在 2026-03-31 最顯著的持倉異動： 加碼: Microsoft CORP (MSFT) — 股數 +1.17%; 減碼: Broadcom INC (AVGO) — 股數 -5.31%; 減碼: Corning INC (GLW) — 股數 -2.94%; 減碼: Visa Inc-class A Shares (V) — 股數 -0.77%; 減碼: Alphabet Inc-cl A (GOOGL) — 股數 -1.32%.

WASHINGTON TRUST Co 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1GLWCorning INC+0.3%-2.94%減碼
2PWRQuanta Services INC+0.3%-0.25%減碼
3KLACKla CORP+0.3%-2.09%減碼
4DELLDell Technologies -c+0.2%+19.45%加碼
5NEENextera Energy INC+0.2%+6.82%加碼
6WABWabtec CORP+0.2%-0.88%減碼
7ASMLASML Holding N.V.+0.2%-1.80%減碼
8ADIAnalog Devices INC+0.2%-1.05%減碼
9EQIXEquinix INC+0.2%-1.86%減碼
10WMTWalmart INC+0.2%-1.47%減碼
11JNJJohnson & Johnson+0.1%-1.61%減碼
12COSTCostco Wholesale CORP+0.1%-1.17%減碼
13LMTLockheed Martin CORP+0.1%-1.52%減碼
14IJHIshares Core S&p Midcap ETF+0.1%+10.97%加碼
15EMEEmcor Group INC+0.1%+0.42%加碼
16XOMExxon Mobil CORP+0.1%+0.84%加碼
17IEFAIshares Core Msci Eafe ETF+0.1%+6.64%加碼
18FDXFedex CORP+0.1%+4.01%加碼
19HONHoneywell International INC+0.1%-1.66%減碼
20VEUVanguard Ftse All-world Ex-u+0.1%+12.10%加碼
21UBERUber Technologies INC-0.1%+1.75%加碼
22VRSKVerisk Analytics INC-0.1%+1.53%加碼
23BLKBlackrock INC-0.1%-0.89%減碼
24LLYEli Lilly & Co-0.1%+1.86%加碼
25BDXBecton Dickinson And Co-0.1%-7.70%減碼
26AESAes CORP-0.1%-56.65%減碼
27IWBIshares Russell 1000 ETF-0.1%-2.29%減碼
28ABTAbbott Laboratories-0.1%-0.75%減碼
29ADBEAdobe INC-0.1%+9.79%加碼
30BRBroadridge Financial Solutio-0.1%+4.91%加碼
31ADPAutomatic Data Processing-0.1%+2.09%加碼
32SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.13%減碼
33SPGIS&p Global INC-0.1%+0.26%加碼
34ACNAccenture plc-0.1%+6.36%加碼
35AAPLApple INC-0.1%+0.68%加碼
36PANWPalo Alto Networks INC-0.1%-1.00%減碼
37ISRGIntuitive Surgical INC-0.1%-0.87%減碼
38BKNGBooking Holdings INC-0.1%+2.37%加碼
39JPMJpmorgan Chase & Co-0.2%-0.63%減碼
40BXBlackstone INC-0.2%-2.63%減碼
41CRMSalesforce INC-0.2%+1.13%加碼
42IQVIqvia Holdings INC-0.2%-3.45%減碼
43NVDANvidia CORP-0.2%-2.38%減碼
44METAMeta Platforms Inc-class A-0.2%-0.84%減碼
45AMZNAmazon.com INC-0.2%+0.04%加碼
46TMOThermo Fisher Scientific INC-0.2%-0.69%減碼
47GOOGLAlphabet Inc-cl A-0.3%-1.32%減碼
48VVisa Inc-class A Shares-0.3%-0.77%減碼
49AVGOBroadcom INC-0.5%-5.31%減碼
50MSFTMicrosoft CORP-0.6%+1.17%加碼

FAQ

WASHINGTON TRUST Co 是什麼機構？屬於哪種投資人類型？
WASHINGTON TRUST Co 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$29.6億，分佈在 558 個已申報部位之中。
WASHINGTON TRUST Co 目前前幾大持股有哪些？
根據最新 13F 申報，WASHINGTON TRUST Co 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$1.4億 (4.6%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.3億 (4.4%) 3. Alphabet Inc-cl A (GOOGL) — US$1.2億 (3.9%) 4. Broadcom INC (AVGO) — US$1.1億 (3.6%) 5. Vanguard S&p 500 ETF (VOO) — US$1.1億 (3.6%)
WASHINGTON TRUST Co 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，WASHINGTON TRUST Co 共進行了 50 項顯著調整：新建倉 0 個部位、加碼 21 個既有持股、減碼 29 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：加碼: Microsoft CORP (MSFT) — 股數 +1.17%; 減碼: Broadcom INC (AVGO) — 股數 -5.31%; 減碼: Corning INC (GLW) — 股數 -2.94%; 減碼: Visa Inc-class A Shares (V) — 股數 -0.77%; 減碼: Alphabet Inc-cl A (GOOGL) — 股數 -1.32%
WASHINGTON TRUST Co 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，WASHINGTON TRUST Co 的主要板塊分佈如下： • Information Technology: 33.3% • Industrials: 13.2% • Financials: 12.6% • Consumer Discretionary: 10.4% • Communication Services: 10.2% • Health Care: 10.0%