Winthrop Advisory Group LLC
BOSTON MA · SEC CIK 0001739043
$14.85亿2026Q2 申报市值
226持仓数
61.7%前十大占比 · 第一大 11.3%
34 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ITOT 加仓+$944.40万
ACWX 加仓+$850.19万
J P MORGAN EXCHA 新建仓+$736.95万
IVV 加仓+$729.19万
ICSH 加仓+$686.91万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$152.84万
IWB 减仓-$75.39万
INTF 减仓-$54.59万
AGG 减仓-$37.12万
HONEYWELL INTL I 清仓-$36.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $42.43万 | 0.03% | 6,239 | 6,239 | — | $42.43万 | 新建仓 |
| CVS | CVS HEALTH CORP | $44.55万 | 0.03% | 4,307 | 208 | 5.1% | $2.15万 | 加仓 |
| C | CITIGROUP INC | $44.56万 | 0.03% | 3,184 | -563 | -15.0% | -$7.88万 | 减仓 |
| MGK | VANGUARD WORLD FD | $44.72万 | 0.03% | 5,087 | 4,585 | 913.3% | $40.31万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $45.79万 | 0.03% | 877 | -11 | -1.2% | -$5,744 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.97万 | 0.03% | 6,452 | 3,074 | 91.0% | $21.90万 | 加仓 |
| APH | AMPHENOL CORP | $49.89万 | 0.03% | 2,826 | 281 | 11.0% | $4.96万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $49.97万 | 0.03% | 2,729 | -4 | -0.1% | -$732 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $50.06万 | 0.03% | 4,657 | 173 | 3.9% | $1.86万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $50.53万 | 0.03% | 1,975 | 909 | 85.3% | $23.26万 | 加仓 |
| GLW | CORNING INC | $52.10万 | 0.04% | 2,040 | 362 | 21.6% | $9.24万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.04% | 7,212 | -580 | -7.4% | -$4.19万 | 减仓 |
| KO | COCA COLA CO | $52.36万 | 0.04% | 6,409 | 1,015 | 18.8% | $8.29万 | 加仓 |
| BOND | PIMCO ETF TR | $52.61万 | 0.04% | 5,706 | 1,251 | 28.1% | $11.53万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.21万 | 0.04% | 1,064 | -262 | -19.8% | -$13.35万 | 减仓 |
| BIL | SPDR SERIES TRUST | $54.32万 | 0.04% | 5,928 | 5,928 | — | $54.32万 | 新建仓 |
| INTC | INTEL CORP | $56.50万 | 0.04% | 4,046 | 4,046 | — | $56.50万 | 新建仓 |
| MS | MORGAN STANLEY | $56.98万 | 0.04% | 2,726 | 54 | 2.0% | $1.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.64万 | 0.04% | 570 | 100 | 21.3% | $10.11万 | 加仓 |
| IVE | ISHARES TR | $58.20万 | 0.04% | 2,563 | 1,507 | 142.7% | $34.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $58.62万 | 0.04% | 1,352 | 393 | 41.0% | $17.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $60.24万 | 0.04% | 4,208 | -121 | -2.8% | -$1.73万 | 减仓 |
| MCD | MCDONALDS CORP | $60.32万 | 0.04% | 2,232 | -276 | -11.0% | -$7.46万 | 减仓 |
| ITA | ISHARES TR | $61.04万 | 0.04% | 2,518 | 1,123 | 80.5% | $27.22万 | 加仓 |
| SHOP | SHOPIFY INC | $61.27万 | 0.04% | 5,366 | 109 | 2.1% | $1.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $62.40万 | 0.04% | 23,530 | 12,461 | 112.6% | $33.05万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.65万 | 0.04% | 1,507 | 18 | 1.2% | $7,483 | 加仓 |
| MKL | MARKEL GROUP INC | $63.86万 | 0.04% | 327 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $64.76万 | 0.04% | 12,079 | 3,975 | 49.0% | $21.31万 | 加仓 |
| GE | GE AEROSPACE | $66.75万 | 0.04% | 1,786 | 16 | 0.9% | $5,980 | 加仓 |
| GEV | GE VERNOVA INC | $68.05万 | 0.05% | 579 | 8 | 1.4% | $9,402 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $68.20万 | 0.05% | 2,000 | 450 | 29.0% | $15.35万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $71.32万 | 0.05% | 16,354 | 7,280 | 80.2% | $31.75万 | 加仓 |
| IJR | ISHARES TR | $75.00万 | 0.05% | 5,057 | 634 | 14.3% | $9.40万 | 加仓 |
| VV | VANGUARD INDEX FDS | $75.44万 | 0.05% | 2,194 | 3 | 0.1% | $1,032 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.23万 | 0.05% | 1,593 | 497 | 45.3% | $23.78万 | 加仓 |
| RTX | RTX CORPORATION | $78.55万 | 0.05% | 4,140 | 394 | 10.5% | $7.48万 | 加仓 |
| ORCL | ORACLE CORP | $81.27万 | 0.05% | 5,546 | 397 | 7.7% | $5.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $83.02万 | 0.06% | 5,008 | 238 | 5.0% | $3.95万 | 加仓 |
| PEP | PEPSICO INC | $84.68万 | 0.06% | 6,254 | 110 | 1.8% | $1.49万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $89.69万 | 0.06% | 17,382 | 382 | 2.2% | $1.97万 | 加仓 |
| MUB | ISHARES TR | $93.16万 | 0.06% | 8,656 | 2,393 | 38.2% | $25.75万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $93.49万 | 0.06% | 19,069 | 2,900 | 17.9% | $14.22万 | 加仓 |
| IWM | ISHARES TR | $94.56万 | 0.06% | 3,147 | 654 | 26.2% | $19.65万 | 加仓 |
| CI | THE CIGNA GROUP | $96.77万 | 0.07% | 3,510 | 97 | 2.8% | $2.67万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $97.45万 | 0.07% | 1,984 | 27 | 1.4% | $1.33万 | 加仓 |
| — | EXXON MOBIL CORP | $100.11万 | 0.07% | 7,322 | 454 | 6.6% | $6.21万 | 加仓 |
| SBUX | STARBUCKS CORP | $100.40万 | 0.07% | 9,825 | 24 | 0.2% | $2,453 | 加仓 |
| BA | BOEING CO | $101.19万 | 0.07% | 4,675 | 472 | 11.2% | $10.22万 | 加仓 |
| MRK | MERCK & CO INC | $102.56万 | 0.07% | 7,931 | 480 | 6.4% | $6.21万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $103.10万 | 0.07% | 12,310 | 12,310 | — | $103.10万 | 新建仓 |
| SOXX | ISHARES TR | $104.69万 | 0.07% | 1,634 | 393 | 31.7% | $25.18万 | 加仓 |
| SGOV | ISHARES TR | $104.70万 | 0.07% | 10,400 | 10,400 | — | $104.70万 | 新建仓 |
| SMH | VANECK ETF TRUST | $107.03万 | 0.07% | 1,632 | 148 | 10.0% | $9.71万 | 加仓 |
| ACWI | ISHARES TR | $113.87万 | 0.08% | 7,254 | 10 | 0.1% | $1,570 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $117.03万 | 0.08% | 34,582 | 2,440 | 7.6% | $8.26万 | 加仓 |
| ABBV | ABBVIE INC | $124.42万 | 0.08% | 4,944 | 406 | 8.9% | $10.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.58万 | 0.08% | 1,342 | 84 | 6.7% | $7.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $127.93万 | 0.09% | 8,095 | 3,400 | 72.4% | $53.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $128.03万 | 0.09% | 2,204 | 180 | 8.9% | $10.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $130.09万 | 0.09% | 4,626 | 485 | 11.7% | $13.64万 | 加仓 |
| GLD | SPDR GOLD TR | $131.53万 | 0.09% | 3,571 | 854 | 31.4% | $31.46万 | 加仓 |
| DIS | DISNEY WALT CO | $134.78万 | 0.09% | 13,894 | 356 | 2.6% | $3.45万 | 加仓 |
| DVY | ISHARES TR | $136.89万 | 0.09% | 8,758 | 8 | 0.1% | $1,250 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $138.77万 | 0.09% | 1,202 | 590 | 96.4% | $68.11万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $144.99万 | 0.10% | 3,719 | -2 | -0.1% | -$780 | 减仓 |
| IWR | ISHARES TR | $149.73万 | 0.10% | 13,572 | 474 | 3.6% | $5.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $152.04万 | 0.10% | 10,368 | 638 | 6.6% | $9.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $160.15万 | 0.11% | 3,118 | 318 | 11.4% | $16.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $175.89万 | 0.12% | 9,232 | 2,409 | 35.3% | $45.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $190.45万 | 0.13% | 2,634 | 242 | 10.1% | $17.50万 | 加仓 |
| VO | VANGUARD INDEX FDS | $191.85万 | 0.13% | 23,812 | 1,964 | 9.0% | $15.82万 | 加仓 |
| BAC | BANK OF AMER CORP | $194.09万 | 0.13% | 34,063 | 1,959 | 6.1% | $11.16万 | 加仓 |
| SUSA | ISHARES TR | $203.10万 | 0.14% | 13,163 | 1,573 | 13.6% | $24.27万 | 加仓 |
| IEFA | ISHARES TR | $216.10万 | 0.15% | 22,375 | -1,891 | -7.8% | -$18.26万 | 减仓 |
| CSCO | CISCO SYS INC | $226.33万 | 0.15% | 19,269 | 9,944 | 106.6% | $116.80万 | 加仓 |
| LLY | ELI LILLY & CO | $231.28万 | 0.16% | 1,928 | 194 | 11.2% | $23.27万 | 加仓 |
| CAT | CATERPILLAR INC | $233.11万 | 0.16% | 2,189 | 113 | 5.4% | $12.03万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $238.38万 | 0.16% | 29,092 | 1,023 | 3.6% | $8.38万 | 加仓 |
| WMT | WALMART INC | $253.04万 | 0.17% | 22,342 | -785 | -3.4% | -$8.89万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $260.08万 | 0.18% | 24,465 | 7,396 | 43.3% | $78.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $276.67万 | 0.19% | 10,894 | 390 | 3.7% | $9.90万 | 加仓 |
| DGRO | ISHARES TR | $312.22万 | 0.21% | 41,195 | -34 | -0.1% | -$2,577 | 减仓 |
| HD | HOME DEPOT INC | $314.63万 | 0.21% | 8,921 | -129 | -1.4% | -$4.55万 | 减仓 |
| AVGO | BROADCOM INC | $315.83万 | 0.21% | 8,361 | 1,533 | 22.5% | $57.91万 | 加仓 |
| KLAC | KLA CORP | $321.07万 | 0.22% | 10,642 | 312 | 3.0% | $9.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $323.63万 | 0.22% | 4,590 | 133 | 3.0% | $9.38万 | 加仓 |
| V | VISA INC | $353.02万 | 0.24% | 10,289 | 433 | 4.4% | $14.86万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $408.00万 | 0.27% | 34,289 | -396 | -1.1% | -$4.71万 | 减仓 |
| TSLA | TESLA INC | $411.26万 | 0.28% | 9,778 | -12 | -0.1% | -$5,047 | 减仓 |
| VOO | VANGUARD INDEX FDS | $443.04万 | 0.30% | 6,451 | 697 | 12.1% | $47.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.02万 | 0.30% | 8,914 | 134 | 1.5% | $6.70万 | 加仓 |
| META | META PLATFORMS INC | $455.52万 | 0.31% | 8,087 | 236 | 3.0% | $13.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $502.23万 | 0.34% | 170,653 | -3,095 | -1.8% | -$9.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $513.56万 | 0.35% | 21,704 | -1,117 | -4.9% | -$26.43万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $556.53万 | 0.37% | 19,758 | 93 | 0.5% | $2.62万 | 加仓 |
| IWD | ISHARES TR | $592.79万 | 0.40% | 24,452 | 185 | 0.8% | $4.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $606.31万 | 0.41% | 27,821 | -507 | -1.8% | -$11.05万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $606.72万 | 0.41% | 132,762 | 5,775 | 4.5% | $26.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $635.42万 | 0.43% | 19,412 | 923 | 5.0% | $30.21万 | 加仓 |