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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $636.52万 | 0.43% | 18,015 | -334 | -1.8% | -$11.80万 | 减仓 |
| IVW | ISHARES TR | $644.70万 | 0.43% | 46,877 | 2,774 | 6.3% | $38.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $661.31万 | 0.45% | 110,790 | -1,640 | -1.5% | -$9.79万 | 减仓 |
| IWV | ISHARES TR | $712.55万 | 0.48% | 16,711 | -111 | -0.7% | -$4.73万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $736.95万 | 0.50% | 146,850 | 146,850 | — | $736.95万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $844.39万 | 0.57% | 42,201 | 7,398 | 21.3% | $148.03万 | 加仓 |
| IXUS | ISHARES TR | $893.49万 | 0.60% | 93,618 | 52,267 | 126.4% | $498.84万 | 加仓 |
| GOOGL | ALPHABET INC | $900.24万 | 0.61% | 25,191 | 2,235 | 9.7% | $79.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $998.14万 | 0.67% | 197,378 | 73,186 | 58.9% | $370.10万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,027.71万 | 0.69% | 203,184 | -1,470 | -0.7% | -$7.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,137.80万 | 0.77% | 132,088 | -428 | -0.3% | -$3.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,163.23万 | 0.78% | 366,832 | -7,448 | -2.0% | -$23.62万 | 减仓 |
| AMZN | AMAZON COM INC | $1,179.30万 | 0.79% | 49,480 | 1,974 | 4.2% | $47.05万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,198.01万 | 0.81% | 140,134 | 7,199 | 5.4% | $61.54万 | 加仓 |
| IEMG | ISHARES INC | $1,311.10万 | 0.88% | 158,270 | 8,518 | 5.7% | $70.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,398.11万 | 0.94% | 315,175 | -6,503 | -2.0% | -$28.85万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,399.10万 | 0.94% | 109,467 | 24,609 | 29.0% | $314.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,586.13万 | 1.07% | 42,521 | 1,684 | 4.1% | $62.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,091.49万 | 1.41% | 69,033 | 19,716 | 40.0% | $597.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,200.09万 | 1.48% | 29,388 | 336 | 1.2% | $25.15万 | 加仓 |
| INTF | ISHARES TR | $2,233.72万 | 1.50% | 545,342 | -13,328 | -2.4% | -$54.59万 | 减仓 |
| IWF | ISHARES TR | $2,356.14万 | 1.59% | 189,751 | -1,029 | -0.5% | -$12.78万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,590.81万 | 1.75% | 105,228 | 6,772 | 6.9% | $166.73万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,412.92万 | 2.30% | 356,925 | 62,416 | 21.2% | $596.82万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $4,196.09万 | 2.83% | 462,176 | -2,080 | -0.4% | -$18.88万 | 减仓 |
| IJH | ISHARES TR | $4,204.90万 | 2.83% | 545,312 | 8,301 | 1.5% | $64.01万 | 加仓 |
| AAPL | APPLE INC | $4,444.26万 | 2.99% | 153,589 | -625 | -0.4% | -$18.09万 | 减仓 |
| ICSH | ISHARES TR | $6,881.08万 | 4.63% | 1,360,435 | 135,806 | 11.1% | $686.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,187.19万 | 4.84% | 194,227 | 4,178 | 2.2% | $154.60万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,204.40万 | 4.85% | 2,487,708 | 92,674 | 3.9% | $268.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,361.36万 | 6.31% | 127,279 | -2,078 | -1.6% | -$152.84万 | 减仓 |
| IWB | ISHARES TR | $1.01亿 | 6.83% | 247,599 | -1,841 | -0.7% | -$75.39万 | 减仓 |
| ACWX | ISHARES TR | $1.05亿 | 7.09% | 1,382,668 | 111,706 | 8.8% | $850.19万 | 加仓 |
| IVV | ISHARES TR | $1.48亿 | 9.98% | 197,805 | 9,737 | 5.2% | $729.19万 | 加仓 |
| ITOT | ISHARES TR | $1.69亿 | 11.35% | 1,025,806 | 57,491 | 5.9% | $944.40万 | 加仓 |