Winthrop Advisory Group LLC
BOSTON MA · SEC CIK 0001739043
$12.24亿2026Q1 申报市值
195持仓数
63.0%前十大占比 · 第一大 11.3%
19 / 8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
INTF 新建仓+$2,176.58万
IJH 加仓+$2,083.96万
ACWX 加仓+$997.95万
ITOT 加仓+$712.19万
IVV 加仓+$420.86万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$344.43万
JPST 减仓-$138.43万
GLD 减仓-$75.33万
AAPL 减仓-$62.00万
OBDC 清仓-$52.03万
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 |
|---|---|---|---|---|---|---|---|---|
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -40,649 | -100.0% | -$52.03万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,144 | -100.0% | -$27.18万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,303 | -100.0% | -$24.50万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -673 | -100.0% | -$23.59万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -1,692 | -100.0% | -$23.04万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -404 | -100.0% | -$21.64万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -525 | -100.0% | -$20.59万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,243 | -100.0% | -$20.17万 | 清仓 |
| — | MICROVISION INC DEL | $2.64万 | 0.00% | 41,129 | 12,404 | 43.2% | $7,953 | 加仓 |
| ABEV | AMBEV SA | $7.19万 | 0.01% | 24,634 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $9.54万 | 0.01% | 22,500 | 0 | 0.0% | — | 重新持有 |
| EYPT | EYEPOINT INC | $13.02万 | 0.01% | 10,100 | 10,100 | — | $13.02万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $13.33万 | 0.01% | 10,654 | -1,831 | -14.7% | -$2.29万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO 看跌期权 | $13.80万 | 0.01% | 17,000 | 17,000 | — | $13.80万 | 新建仓 |
| MGNI | MAGNITE INC | $17.25万 | 0.01% | 14,520 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $20.16万 | 0.02% | 1,020 | 1,020 | — | $20.16万 | 新建仓 |
| WMB | WILLIAMS COS INC | $20.25万 | 0.02% | 2,782 | 2,782 | — | $20.25万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $20.36万 | 0.02% | 791 | -2 | -0.3% | -$515 | 减仓 |
| LRCX | LAM RESEARCH CORP | $20.51万 | 0.02% | 959 | 959 | — | $20.51万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $20.55万 | 0.02% | 770 | -25 | -3.1% | -$6,672 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $20.69万 | 0.02% | 612 | 612 | — | $20.69万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $21.07万 | 0.02% | 6,035 | -271 | -4.3% | -$9,461 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $21.09万 | 0.02% | 273 | 273 | — | $21.09万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.19万 | 0.02% | 614 | 614 | — | $21.19万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.64万 | 0.02% | 3,378 | 2 | 0.1% | $128 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.83万 | 0.02% | 489 | 489 | — | $21.83万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.12万 | 0.02% | 792 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $22.29万 | 0.02% | 1,056 | 1 | 0.1% | $211 | 加仓 |
| GLW | CORNING INC | $22.82万 | 0.02% | 1,678 | 1,678 | — | $22.82万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $23.08万 | 0.02% | 10,676 | 1,514 | 16.5% | $3.27万 | 加仓 |
| PFF | ISHARES TR | $23.63万 | 0.02% | 7,795 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $24.20万 | 0.02% | 830 | 4 | 0.5% | $1,166 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $24.60万 | 0.02% | 1,066 | 1 | 0.1% | $231 | 加仓 |
| CRH | CRH PLC | $24.79万 | 0.02% | 2,350 | 186 | 8.6% | $1.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $24.85万 | 0.02% | 1,550 | 1,550 | — | $24.85万 | 新建仓 |
| ASML | ASML HLDG NV | $24.89万 | 0.02% | 188 | -26 | -12.1% | -$3.44万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $24.92万 | 0.02% | 4,068 | 4,068 | — | $24.92万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.12万 | 0.02% | 6,638 | -2,000 | -23.2% | -$7.57万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $25.42万 | 0.02% | 9,347 | 87 | 0.9% | $2,366 | 加仓 |
| USMV | ISHARES TR | $25.76万 | 0.02% | 2,778 | -365 | -11.6% | -$3.38万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $25.94万 | 0.02% | 5,653 | -1,577 | -21.8% | -$7.24万 | 减仓 |
| SUB | ISHARES TR | $25.97万 | 0.02% | 2,439 | 44 | 1.8% | $4,685 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $25.99万 | 0.02% | 3,245 | 7 | 0.2% | $561 | 加仓 |
| AMGN | AMGEN INC | $26.50万 | 0.02% | 753 | -169 | -18.3% | -$5.95万 | 减仓 |
| SHLD | GLOBAL X FDS | $26.54万 | 0.02% | 3,746 | 403 | 12.1% | $2.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $26.87万 | 0.02% | 1,237 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.93万 | 0.02% | 1,932 | 7 | 0.4% | $976 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.03万 | 0.02% | 1,848 | 640 | 53.0% | $9.36万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.18万 | 0.02% | 4,482 | 8 | 0.2% | $485 | 加仓 |
| CWB | SPDR SERIES TRUST | $27.31万 | 0.02% | 2,984 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $27.49万 | 0.02% | 1,386 | -78 | -5.3% | -$1.55万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $27.49万 | 0.02% | 910 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.95万 | 0.02% | 2,722 | -12 | -0.4% | -$1,232 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $28.07万 | 0.02% | 1,539 | -1 | -0.1% | -$182 | 减仓 |
| SYY | SYSCO CORP | $28.24万 | 0.02% | 3,959 | 13 | 0.3% | $927 | 加仓 |
| EFA | ISHARES TR | $28.31万 | 0.02% | 2,914 | 30 | 1.0% | $2,914 | 加仓 |
| INTU | INTUIT | $28.65万 | 0.02% | 663 | -36 | -5.2% | -$1.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.90万 | 0.02% | 5,757 | -1,241 | -17.7% | -$6.23万 | 减仓 |
| PYLD | PIMCO ETF TR | $29.00万 | 0.02% | 11,069 | 11,069 | — | $29.00万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $29.02万 | 0.02% | 3,079 | 100 | 3.4% | $9,424 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $29.37万 | 0.02% | 2,243 | -475 | -17.5% | -$6.22万 | 减仓 |
| CVS | CVS HEALTH CORP | $29.44万 | 0.02% | 4,099 | -6 | -0.1% | -$431 | 减仓 |
| LOW | LOWES COS INC | $29.56万 | 0.02% | 1,251 | -37 | -2.9% | -$8,743 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.76万 | 0.02% | 2,191 | 14 | 0.6% | $1,901 | 加仓 |
| ADI | ANALOG DEVICES INC | $30.08万 | 0.02% | 945 | -53 | -5.3% | -$1.69万 | 减仓 |
| LQD | ISHARES TR | $30.29万 | 0.02% | 2,779 | -13 | -0.5% | -$1,417 | 减仓 |
| ITA | ISHARES TR | $30.51万 | 0.02% | 1,395 | 1 | 0.1% | $219 | 加仓 |
| APH | AMPHENOL CORP | $32.22万 | 0.03% | 2,545 | -32 | -1.2% | -$4,051 | 减仓 |
| IAU | ISHARES GOLD TR | $32.98万 | 0.03% | 3,741 | -1,076 | -22.3% | -$9.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $33.49万 | 0.03% | 1,458 | -20 | -1.4% | -$4,595 | 减仓 |
| NOW | SERVICENOW INC | $34.21万 | 0.03% | 3,272 | 112 | 3.5% | $1.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $34.44万 | 0.03% | 1,003 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.49万 | 0.03% | 1,140 | -186 | -14.0% | -$5.63万 | 减仓 |
| TJX | TJX COS INC NEW | $35.33万 | 0.03% | 2,212 | 5 | 0.2% | $799 | 加仓 |
| CRM | SALESFORCE INC | $35.66万 | 0.03% | 1,911 | -246 | -11.4% | -$4.59万 | 减仓 |
| — | HONEYWELL INTL INC | $36.89万 | 0.03% | 1,632 | -9 | -0.5% | -$2,034 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.14万 | 0.03% | 1,096 | 266 | 32.0% | $9.01万 | 加仓 |
| IGSB | ISHARES TR | $37.17万 | 0.03% | 7,071 | 26 | 0.4% | $1,367 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.69万 | 0.03% | 2,725 | 2,725 | — | $37.69万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $37.85万 | 0.03% | 7,288 | -1,559 | -17.6% | -$8.10万 | 减仓 |
| PFE | PFIZER INC | $38.31万 | 0.03% | 13,641 | -1,538 | -10.1% | -$4.32万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $39.55万 | 0.03% | 9,074 | 9,074 | — | $39.55万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.75万 | 0.03% | 470 | -19 | -3.9% | -$1.61万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $40.01万 | 0.03% | 8,104 | 91 | 1.1% | $4,493 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.30万 | 0.03% | 1,489 | 167 | 12.6% | $4.52万 | 加仓 |
| SOXX | ISHARES TR | $40.77万 | 0.03% | 1,241 | 1 | 0.1% | $329 | 加仓 |
| BOND | PIMCO ETF TR | $41.11万 | 0.03% | 4,455 | 4,455 | — | $41.11万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.17万 | 0.03% | 2,024 | -69 | -3.3% | -$1.40万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.20万 | 0.03% | 888 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.31万 | 0.03% | 5,394 | -39 | -0.7% | -$2,987 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $41.68万 | 0.03% | 2,733 | 3 | 0.1% | $458 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.95万 | 0.03% | 3,344 | -31 | -0.9% | -$3,889 | 减仓 |
| C | CITIGROUP INC | $42.49万 | 0.03% | 3,747 | 4 | 0.1% | $454 | 加仓 |
| MS | MORGAN STANLEY | $43.98万 | 0.04% | 2,672 | -5 | -0.2% | -$823 | 减仓 |