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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,632 | -100.0% | -$36.89万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -663 | -100.0% | -$28.65万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -3,746 | -100.0% | -$26.54万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,653 | -100.0% | -$25.94万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -273 | -100.0% | -$21.09万 | 清仓 |
| FELV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,035 | -100.0% | -$21.07万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO 看跌期权 | $0 | 0.00% | 0 | -17,000 | -100.0% | -$13.80万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -10,654 | -100.0% | -$13.33万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -10,100 | -100.0% | -$13.02万 | 清仓 |
| — | MICROVISION INC DEL | $1.90万 | 0.00% | 58,090 | 16,961 | 41.2% | $5,546 | 加仓 |
| WIT | WIPRO LTD | $2.64万 | 0.00% | 11,738 | 11,738 | — | $2.64万 | 新建仓 |
| ABEV | AMBEV SA | $8.47万 | 0.01% | 26,794 | 2,160 | 8.8% | $6,831 | 加仓 |
| — | ACV AUCTIONS INC | $16.18万 | 0.01% | 22,500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $20.02万 | 0.01% | 3,052 | 3,052 | — | $20.02万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $20.09万 | 0.01% | 717 | -53 | -6.9% | -$1.48万 | 减仓 |
| CB | CHUBB LIMITED | $20.12万 | 0.01% | 590 | 590 | — | $20.12万 | 新建仓 |
| ARKK | ARK ETF TR | $20.13万 | 0.01% | 2,491 | -415 | -14.3% | -$3.35万 | 重新持有 |
| IAU | ISHARES GOLD TR | $20.24万 | 0.01% | 2,681 | -1,060 | -28.3% | -$8.00万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.51万 | 0.01% | 2,969 | 1 | 0.0% | $69 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $20.63万 | 0.01% | 1,658 | 272 | 19.6% | $3.38万 | 加仓 |
| WMB | WILLIAMS COS INC | $20.68万 | 0.01% | 2,782 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.73万 | 0.01% | 835 | 43 | 5.4% | $1.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $20.82万 | 0.01% | 1,168 | 1,102 | 1,669.7% | $19.64万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.84万 | 0.01% | 717 | 103 | 16.8% | $2.99万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.84万 | 0.01% | 700 | 700 | — | $20.84万 | 新建仓 |
| ETN | EATON CORP PLC | $21.02万 | 0.01% | 493 | 493 | — | $21.02万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.23万 | 0.01% | 1,149 | 1,149 | — | $21.23万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $21.41万 | 0.01% | 4,030 | -38 | -0.9% | -$2,018 | 减仓 |
| PICK | ISHARES INC | $21.93万 | 0.01% | 3,771 | 3,771 | — | $21.93万 | 新建仓 |
| EIS | ISHARES INC | $22.03万 | 0.01% | 1,825 | 1,825 | — | $22.03万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.09万 | 0.01% | 2,062 | 2,062 | — | $22.09万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.29万 | 0.02% | 3,036 | 3,036 | — | $22.29万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.84万 | 0.02% | 766 | 766 | — | $22.84万 | 新建仓 |
| IJK | ISHARES TR | $23.08万 | 0.02% | 1,964 | 1,964 | — | $23.08万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.09万 | 0.02% | 690 | 690 | — | $23.09万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $23.69万 | 0.02% | 1,982 | 1,982 | — | $23.69万 | 新建仓 |
| CRH | CRH PLC | $23.69万 | 0.02% | 2,214 | -136 | -5.8% | -$1.46万 | 减仓 |
| PFF | ISHARES TR | $23.77万 | 0.02% | 7,795 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $23.80万 | 0.02% | 2,708 | 2,708 | — | $23.80万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.96万 | 0.02% | 2,054 | 206 | 11.1% | $2.40万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $24.22万 | 0.02% | 379 | 379 | — | $24.22万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.50万 | 0.02% | 6,665 | 27 | 0.4% | $993 | 加仓 |
| DE | DEERE & CO | $25.11万 | 0.02% | 395 | 395 | — | $25.11万 | 新建仓 |
| EFG | ISHARES TR | $25.87万 | 0.02% | 2,079 | 2,079 | — | $25.87万 | 新建仓 |
| MO | ALTRIA GROUP INC | $25.88万 | 0.02% | 3,544 | -253 | -6.7% | -$1.85万 | 重新持有 |
| VOT | VANGUARD INDEX FDS | $26.14万 | 0.02% | 853 | 62 | 7.8% | $1.90万 | 加仓 |
| LQD | ISHARES TR | $26.49万 | 0.02% | 2,428 | -351 | -12.6% | -$3.83万 | 减仓 |
| SUB | ISHARES TR | $26.79万 | 0.02% | 2,517 | 78 | 3.2% | $8,303 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $26.92万 | 0.02% | 10,657 | -19 | -0.2% | -$480 | 减仓 |
| USMV | ISHARES TR | $27.00万 | 0.02% | 2,799 | 21 | 0.8% | $2,026 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $27.09万 | 0.02% | 5,176 | -2,112 | -29.0% | -$11.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $27.19万 | 0.02% | 3,441 | -3,135 | -47.7% | -$24.77万 | 减仓 |
| MGNI | MAGNITE INC | $27.56万 | 0.02% | 14,520 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.63万 | 0.02% | 4,796 | 314 | 7.0% | $1.81万 | 加仓 |
| AGIX | KRANESHARES TRUST | $28.13万 | 0.02% | 6,000 | 6,000 | — | $28.13万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $28.50万 | 0.02% | 5,406 | 5,406 | — | $28.50万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $28.62万 | 0.02% | 9,395 | 48 | 0.5% | $1,462 | 加仓 |
| WELL | WELLTOWER INC | $28.88万 | 0.02% | 1,272 | 252 | 24.7% | $5.72万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $29.33万 | 0.02% | 21,681 | -7,758 | -26.4% | -$10.50万 | 减仓 |
| LOW | LOWES COS INC | $29.43万 | 0.02% | 1,335 | 84 | 6.7% | $1.85万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.49万 | 0.02% | 594 | 105 | 21.5% | $5.21万 | 加仓 |
| IUSB | ISHARES TR | $29.83万 | 0.02% | 6,463 | 6,463 | — | $29.83万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $29.92万 | 0.02% | 1,231 | -6 | -0.5% | -$1,458 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $30.24万 | 0.02% | 3,079 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $30.28万 | 0.02% | 1,359 | -99 | -6.8% | -$2.21万 | 减仓 |
| EFA | ISHARES TR | $30.35万 | 0.02% | 2,921 | 7 | 0.2% | $727 | 加仓 |
| QUAL | ISHARES TR | $30.47万 | 0.02% | 1,388 | 1,388 | — | $30.47万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.66万 | 0.02% | 1,954 | -771 | -28.3% | -$12.10万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $30.69万 | 0.02% | 2,429 | 497 | 25.7% | $6.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.93万 | 0.02% | 937 | 107 | 12.9% | $3.53万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.96万 | 0.02% | 2,326 | 135 | 6.2% | $1.80万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $31.22万 | 0.02% | 2,361 | 2,361 | — | $31.22万 | 新建仓 |
| CRM | SALESFORCE INC | $31.47万 | 0.02% | 2,002 | 91 | 4.8% | $1.43万 | 加仓 |
| EFV | ISHARES TR | $31.84万 | 0.02% | 4,160 | 4,160 | — | $31.84万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.89万 | 0.02% | 3,525 | 280 | 8.6% | $2.53万 | 加仓 |
| CWB | SPDR SERIES TRUST | $32.17万 | 0.02% | 2,984 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $32.58万 | 0.02% | 3,493 | 3,493 | — | $32.58万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $32.62万 | 0.02% | 3,595 | 873 | 32.1% | $7.92万 | 加仓 |
| SYY | SYSCO CORP | $33.00万 | 0.02% | 3,948 | -11 | -0.3% | -$919 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.07万 | 0.02% | 2,613 | 370 | 16.5% | $4.68万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.20万 | 0.02% | 3,420 | 76 | 2.3% | $7,377 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.34万 | 0.02% | 912 | 2 | 0.2% | $731 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.39万 | 0.02% | 7,887 | 2,130 | 37.0% | $9.02万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.78万 | 0.02% | 1,977 | 1,977 | — | $33.78万 | 新建仓 |
| TJX | TJX COS INC NEW | $34.15万 | 0.02% | 2,254 | 42 | 1.9% | $6,364 | 加仓 |
| PFE | PFIZER INC | $34.64万 | 0.02% | 14,384 | 743 | 5.4% | $1.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.27万 | 0.02% | 1,163 | 1,163 | — | $35.27万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $36.39万 | 0.02% | 1,814 | 275 | 17.9% | $5.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $37.02万 | 0.02% | 1,094 | -46 | -4.0% | -$1.56万 | 减仓 |
| AMGN | AMGEN INC | $38.08万 | 0.03% | 1,052 | 299 | 39.7% | $10.82万 | 加仓 |
| T | AT&T INC | $38.36万 | 0.03% | 18,530 | -361 | -1.9% | -$7,473 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.16万 | 0.03% | 1,105 | 102 | 10.2% | $3.61万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.68万 | 0.03% | 520 | 62 | 13.5% | $4.73万 | 重新持有 |
| NFLX | NETFLIX INC. | $40.92万 | 0.03% | 5,731 | -28 | -0.5% | -$1,999 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $41.23万 | 0.03% | 1,231 | 1,231 | — | $41.23万 | 新建仓 |
| NOW | SERVICENOW INC | $41.47万 | 0.03% | 4,177 | 905 | 27.7% | $8.98万 | 加仓 |
| ASML | ASML HLDG NV | $41.68万 | 0.03% | 210 | 22 | 11.7% | $4.37万 | 加仓 |
| AGG | ISHARES TR | $41.72万 | 0.03% | 4,215 | -3,751 | -47.1% | -$37.12万 | 减仓 |
| ADI | ANALOG DEVICES INC | $42.28万 | 0.03% | 1,065 | 120 | 12.7% | $4.76万 | 加仓 |
| IGSB | ISHARES TR | $42.30万 | 0.03% | 8,071 | 1,000 | 14.1% | $5.24万 | 加仓 |