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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $75.44万 | 0.05% | 2,194 | 3 | 0.1% | $1,032 | 加仓 |
| IJR | ISHARES TR | $75.00万 | 0.05% | 5,057 | 634 | 14.3% | $9.40万 | 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 |
| PANW | PALO ALTO NETWORKS INC | $68.20万 | 0.05% | 2,000 | 450 | 29.0% | $15.35万 | 加仓 |
| GEV | GE VERNOVA INC | $68.05万 | 0.05% | 579 | 8 | 1.4% | $9,402 | 加仓 |
| GE | GE AEROSPACE | $66.75万 | 0.04% | 1,786 | 16 | 0.9% | $5,980 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $64.76万 | 0.04% | 12,079 | 3,975 | 49.0% | $21.31万 | 加仓 |
| MKL | MARKEL GROUP INC | $63.86万 | 0.04% | 327 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $62.65万 | 0.04% | 1,507 | 18 | 1.2% | $7,483 | 加仓 |
| PYLD | PIMCO ETF TR | $62.40万 | 0.04% | 23,530 | 12,461 | 112.6% | $33.05万 | 加仓 |
| SHOP | SHOPIFY INC | $61.27万 | 0.04% | 5,366 | 109 | 2.1% | $1.24万 | 加仓 |
| ITA | ISHARES TR | $61.04万 | 0.04% | 2,518 | 1,123 | 80.5% | $27.22万 | 加仓 |
| MCD | MCDONALDS CORP | $60.32万 | 0.04% | 2,232 | -276 | -11.0% | -$7.46万 | 减仓 |
| EMR | EMERSON ELEC CO | $60.24万 | 0.04% | 4,208 | -121 | -2.8% | -$1.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $58.62万 | 0.04% | 1,352 | 393 | 41.0% | $17.04万 | 加仓 |
| IVE | ISHARES TR | $58.20万 | 0.04% | 2,563 | 1,507 | 142.7% | $34.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.64万 | 0.04% | 570 | 100 | 21.3% | $10.11万 | 加仓 |
| MS | MORGAN STANLEY | $56.98万 | 0.04% | 2,726 | 54 | 2.0% | $1.13万 | 加仓 |
| INTC | INTEL CORP | $56.50万 | 0.04% | 4,046 | 4,046 | — | $56.50万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $54.32万 | 0.04% | 5,928 | 5,928 | — | $54.32万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $54.21万 | 0.04% | 1,064 | -262 | -19.8% | -$13.35万 | 减仓 |
| BOND | PIMCO ETF TR | $52.61万 | 0.04% | 5,706 | 1,251 | 28.1% | $11.53万 | 加仓 |
| KO | COCA COLA CO | $52.36万 | 0.04% | 6,409 | 1,015 | 18.8% | $8.29万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.04% | 7,212 | -580 | -7.4% | -$4.19万 | 减仓 |
| GLW | CORNING INC | $52.10万 | 0.04% | 2,040 | 362 | 21.6% | $9.24万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $50.53万 | 0.03% | 1,975 | 909 | 85.3% | $23.26万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $50.06万 | 0.03% | 4,657 | 173 | 3.9% | $1.86万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $49.97万 | 0.03% | 2,729 | -4 | -0.1% | -$732 | 减仓 |
| APH | AMPHENOL CORP | $49.89万 | 0.03% | 2,826 | 281 | 11.0% | $4.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.97万 | 0.03% | 6,452 | 3,074 | 91.0% | $21.90万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $45.79万 | 0.03% | 877 | -11 | -1.2% | -$5,744 | 减仓 |
| MGK | VANGUARD WORLD FD | $44.72万 | 0.03% | 5,087 | 4,585 | 913.3% | $40.31万 | 重新持有 |
| C | CITIGROUP INC | $44.56万 | 0.03% | 3,184 | -563 | -15.0% | -$7.88万 | 减仓 |
| CVS | CVS HEALTH CORP | $44.55万 | 0.03% | 4,307 | 208 | 5.1% | $2.15万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $42.43万 | 0.03% | 6,239 | 6,239 | — | $42.43万 | 新建仓 |
| IGSB | ISHARES TR | $42.30万 | 0.03% | 8,071 | 1,000 | 14.1% | $5.24万 | 加仓 |
| ADI | ANALOG DEVICES INC | $42.28万 | 0.03% | 1,065 | 120 | 12.7% | $4.76万 | 加仓 |
| AGG | ISHARES TR | $41.72万 | 0.03% | 4,215 | -3,751 | -47.1% | -$37.12万 | 减仓 |
| ASML | ASML HLDG NV | $41.68万 | 0.03% | 210 | 22 | 11.7% | $4.37万 | 加仓 |
| NOW | SERVICENOW INC | $41.47万 | 0.03% | 4,177 | 905 | 27.7% | $8.98万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $41.23万 | 0.03% | 1,231 | 1,231 | — | $41.23万 | 新建仓 |
| NFLX | NETFLIX INC. | $40.92万 | 0.03% | 5,731 | -28 | -0.5% | -$1,999 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.68万 | 0.03% | 520 | 62 | 13.5% | $4.73万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $39.16万 | 0.03% | 1,105 | 102 | 10.2% | $3.61万 | 加仓 |
| T | AT&T INC | $38.36万 | 0.03% | 18,530 | -361 | -1.9% | -$7,473 | 减仓 |
| AMGN | AMGEN INC | $38.08万 | 0.03% | 1,052 | 299 | 39.7% | $10.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $37.02万 | 0.02% | 1,094 | -46 | -4.0% | -$1.56万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $36.39万 | 0.02% | 1,814 | 275 | 17.9% | $5.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.27万 | 0.02% | 1,163 | 1,163 | — | $35.27万 | 新建仓 |
| PFE | PFIZER INC | $34.64万 | 0.02% | 14,384 | 743 | 5.4% | $1.79万 | 加仓 |
| TJX | TJX COS INC NEW | $34.15万 | 0.02% | 2,254 | 42 | 1.9% | $6,364 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.78万 | 0.02% | 1,977 | 1,977 | — | $33.78万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.39万 | 0.02% | 7,887 | 2,130 | 37.0% | $9.02万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.34万 | 0.02% | 912 | 2 | 0.2% | $731 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.20万 | 0.02% | 3,420 | 76 | 2.3% | $7,377 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.07万 | 0.02% | 2,613 | 370 | 16.5% | $4.68万 | 加仓 |
| SYY | SYSCO CORP | $33.00万 | 0.02% | 3,948 | -11 | -0.3% | -$919 | 减仓 |
| ABT | ABBOTT LABORATORIES | $32.62万 | 0.02% | 3,595 | 873 | 32.1% | $7.92万 | 加仓 |
| EWJ | ISHARES INC | $32.58万 | 0.02% | 3,493 | 3,493 | — | $32.58万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $32.17万 | 0.02% | 2,984 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $31.89万 | 0.02% | 3,525 | 280 | 8.6% | $2.53万 | 加仓 |
| EFV | ISHARES TR | $31.84万 | 0.02% | 4,160 | 4,160 | — | $31.84万 | 新建仓 |
| CRM | SALESFORCE INC | $31.47万 | 0.02% | 2,002 | 91 | 4.8% | $1.43万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $31.22万 | 0.02% | 2,361 | 2,361 | — | $31.22万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.96万 | 0.02% | 2,326 | 135 | 6.2% | $1.80万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.93万 | 0.02% | 937 | 107 | 12.9% | $3.53万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.69万 | 0.02% | 2,429 | 497 | 25.7% | $6.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.66万 | 0.02% | 1,954 | -771 | -28.3% | -$12.10万 | 减仓 |
| QUAL | ISHARES TR | $30.47万 | 0.02% | 1,388 | 1,388 | — | $30.47万 | 新建仓 |
| EFA | ISHARES TR | $30.35万 | 0.02% | 2,921 | 7 | 0.2% | $727 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.28万 | 0.02% | 1,359 | -99 | -6.8% | -$2.21万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $30.24万 | 0.02% | 3,079 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.92万 | 0.02% | 1,231 | -6 | -0.5% | -$1,458 | 减仓 |
| IUSB | ISHARES TR | $29.83万 | 0.02% | 6,463 | 6,463 | — | $29.83万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.49万 | 0.02% | 594 | 105 | 21.5% | $5.21万 | 加仓 |
| LOW | LOWES COS INC | $29.43万 | 0.02% | 1,335 | 84 | 6.7% | $1.85万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $29.33万 | 0.02% | 21,681 | -7,758 | -26.4% | -$10.50万 | 减仓 |
| WELL | WELLTOWER INC | $28.88万 | 0.02% | 1,272 | 252 | 24.7% | $5.72万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $28.62万 | 0.02% | 9,395 | 48 | 0.5% | $1,462 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $28.50万 | 0.02% | 5,406 | 5,406 | — | $28.50万 | 新建仓 |
| AGIX | KRANESHARES TRUST | $28.13万 | 0.02% | 6,000 | 6,000 | — | $28.13万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.63万 | 0.02% | 4,796 | 314 | 7.0% | $1.81万 | 加仓 |
| MGNI | MAGNITE INC | $27.56万 | 0.02% | 14,520 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $27.19万 | 0.02% | 3,441 | -3,135 | -47.7% | -$24.77万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $27.09万 | 0.02% | 5,176 | -2,112 | -29.0% | -$11.05万 | 减仓 |
| USMV | ISHARES TR | $27.00万 | 0.02% | 2,799 | 21 | 0.8% | $2,026 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $26.92万 | 0.02% | 10,657 | -19 | -0.2% | -$480 | 减仓 |
| SUB | ISHARES TR | $26.79万 | 0.02% | 2,517 | 78 | 3.2% | $8,303 | 加仓 |
| LQD | ISHARES TR | $26.49万 | 0.02% | 2,428 | -351 | -12.6% | -$3.83万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $26.14万 | 0.02% | 853 | 62 | 7.8% | $1.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $25.88万 | 0.02% | 3,544 | -253 | -6.7% | -$1.85万 | 重新持有 |
| EFG | ISHARES TR | $25.87万 | 0.02% | 2,079 | 2,079 | — | $25.87万 | 新建仓 |
| DE | DEERE & CO | $25.11万 | 0.02% | 395 | 395 | — | $25.11万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.50万 | 0.02% | 6,665 | 27 | 0.4% | $993 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $24.22万 | 0.02% | 379 | 379 | — | $24.22万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.96万 | 0.02% | 2,054 | 206 | 11.1% | $2.40万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $23.80万 | 0.02% | 2,708 | 2,708 | — | $23.80万 | 新建仓 |
| PFF | ISHARES TR | $23.77万 | 0.02% | 7,795 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $23.69万 | 0.02% | 2,214 | -136 | -5.8% | -$1.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $23.69万 | 0.02% | 1,982 | 1,982 | — | $23.69万 | 新建仓 |