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 |
|---|---|---|---|---|---|---|---|---|
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.09万 | 0.02% | 690 | 690 | — | $23.09万 | 新建仓 |
| IJK | ISHARES TR | $23.08万 | 0.02% | 1,964 | 1,964 | — | $23.08万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.84万 | 0.02% | 766 | 766 | — | $22.84万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.29万 | 0.02% | 3,036 | 3,036 | — | $22.29万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.09万 | 0.01% | 2,062 | 2,062 | — | $22.09万 | 新建仓 |
| EIS | ISHARES INC | $22.03万 | 0.01% | 1,825 | 1,825 | — | $22.03万 | 新建仓 |
| PICK | ISHARES INC | $21.93万 | 0.01% | 3,771 | 3,771 | — | $21.93万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $21.41万 | 0.01% | 4,030 | -38 | -0.9% | -$2,018 | 减仓 |
| QCOM | QUALCOMM INC | $21.23万 | 0.01% | 1,149 | 1,149 | — | $21.23万 | 新建仓 |
| ETN | EATON CORP PLC | $21.02万 | 0.01% | 493 | 493 | — | $21.02万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.84万 | 0.01% | 700 | 700 | — | $20.84万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.84万 | 0.01% | 717 | 103 | 16.8% | $2.99万 | 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 |
| CEG | CONSTELLATION ENERGY CORP | $20.73万 | 0.01% | 835 | 43 | 5.4% | $1.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $20.68万 | 0.01% | 2,782 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $20.63万 | 0.01% | 1,658 | 272 | 19.6% | $3.38万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.51万 | 0.01% | 2,969 | 1 | 0.0% | $69 | 重新持有 |
| IAU | ISHARES GOLD TR | $20.24万 | 0.01% | 2,681 | -1,060 | -28.3% | -$8.00万 | 减仓 |
| ARKK | ARK ETF TR | $20.13万 | 0.01% | 2,491 | -415 | -14.3% | -$3.35万 | 重新持有 |
| CB | CHUBB LIMITED | $20.12万 | 0.01% | 590 | 590 | — | $20.12万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $20.09万 | 0.01% | 717 | -53 | -6.9% | -$1.48万 | 减仓 |
| AIQ | GLOBAL X FDS | $20.02万 | 0.01% | 3,052 | 3,052 | — | $20.02万 | 新建仓 |
| — | ACV AUCTIONS INC | $16.18万 | 0.01% | 22,500 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $8.47万 | 0.01% | 26,794 | 2,160 | 8.8% | $6,831 | 加仓 |
| WIT | WIPRO LTD | $2.64万 | 0.00% | 11,738 | 11,738 | — | $2.64万 | 新建仓 |
| — | MICROVISION INC DEL | $1.90万 | 0.00% | 58,090 | 16,961 | 41.2% | $5,546 | 加仓 |
| — | 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 |