Winthrop Advisory Group LLC
BOSTON MA · SEC CIK 0001739043
$12.24亿2026Q1 申报市值
195持仓数
63.0%前十大占比 · 第一大 11.3%
19 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTF 新建仓+$2,176.58万
IJH 加仓+$2,083.96万
ACWX 加仓+$997.95万
ITOT 加仓+$712.19万
IVV 加仓+$420.86万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$344.43万
JPST 减仓-$138.43万
GLD 减仓-$75.33万
AAPL 减仓-$62.00万
OBDC 清仓-$52.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $1.38亿 | 11.27% | 968,315 | 50,003 | 5.4% | $712.19万 | 加仓 |
| IVV | ISHARES TR | $1.23亿 | 10.04% | 188,068 | 6,443 | 3.5% | $420.86万 | 加仓 |
| IWB | ISHARES TR | $8,894.04万 | 7.27% | 249,440 | 1,607 | 0.6% | $57.30万 | 加仓 |
| ACWX | ISHARES TR | $8,702.28万 | 7.11% | 1,270,962 | 145,750 | 13.0% | $997.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,466.24万 | 6.10% | 129,357 | -279 | -0.2% | -$16.10万 | 减仓 |
| ICSH | ISHARES TR | $6,199.07万 | 5.07% | 1,224,629 | 47,192 | 4.0% | $238.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,096.97万 | 4.98% | 190,049 | 2,290 | 1.2% | $73.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,011.53万 | 4.91% | 2,395,034 | 100,796 | 4.4% | $253.00万 | 加仓 |
| AAPL | APPLE INC | $3,913.79万 | 3.20% | 154,214 | -2,443 | -1.6% | -$62.00万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $3,670.41万 | 3.00% | 464,256 | 8,817 | 1.9% | $69.71万 | 加仓 |
| IJH | ISHARES TR | $3,626.43万 | 2.96% | 537,011 | 308,598 | 135.1% | $2,083.96万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,586.97万 | 2.11% | 294,509 | 39,232 | 15.4% | $344.61万 | 加仓 |
| INTF | ISHARES TR | $2,176.58万 | 1.78% | 558,670 | 558,670 | — | $2,176.58万 | 新建仓 |
| IWF | ISHARES TR | $2,033.71万 | 1.66% | 47,695 | -271 | -0.6% | -$11.56万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,026.23万 | 1.66% | 98,456 | 7,848 | 8.7% | $161.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,894.59万 | 1.55% | 29,052 | 502 | 1.8% | $32.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,511.67万 | 1.24% | 40,837 | 1,162 | 2.9% | $43.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,250.04万 | 1.02% | 321,678 | -832 | -0.3% | -$3.23万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,171.86万 | 0.96% | 49,317 | 13,076 | 36.1% | $310.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,148.29万 | 0.94% | 374,280 | -6,357 | -1.7% | -$19.50万 | 减仓 |
| IEMG | ISHARES INC | $1,044.52万 | 0.85% | 149,752 | 12,912 | 9.4% | $90.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,025.06万 | 0.84% | 132,935 | 12,540 | 10.4% | $96.70万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,021.02万 | 0.83% | 204,654 | 10,650 | 5.5% | $53.13万 | 加仓 |
| AMZN | AMAZON COM INC | $989.40万 | 0.81% | 47,506 | -91 | -0.2% | -$1.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $964.68万 | 0.79% | 22,086 | 4,757 | 27.5% | $207.78万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $930.81万 | 0.76% | 84,858 | 23,067 | 37.3% | $253.02万 | 加仓 |
| GOOGL | ALPHABET INC | $660.12万 | 0.54% | 22,956 | 35 | 0.2% | $1.01万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $628.53万 | 0.51% | 124,192 | -27,353 | -18.0% | -$138.43万 | 减仓 |
| IWV | ISHARES TR | $623.55万 | 0.51% | 16,822 | 297 | 1.8% | $11.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $607.68万 | 0.50% | 112,430 | 218 | 0.2% | $1.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $607.00万 | 0.50% | 34,803 | 30 | 0.1% | $5,232 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $591.60万 | 0.48% | 19,665 | -58 | -0.3% | -$1.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $555.80万 | 0.45% | 28,328 | 1,017 | 3.7% | $19.95万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $547.69万 | 0.45% | 126,987 | -1,522 | -1.2% | -$6.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $543.88万 | 0.44% | 18,489 | 1,239 | 7.2% | $36.45万 | 加仓 |
| GOOG | ALPHABET INC | $526.37万 | 0.43% | 18,349 | -311 | -1.7% | -$8.92万 | 减仓 |
| IWD | ISHARES TR | $518.51万 | 0.42% | 24,267 | 1,492 | 6.6% | $31.88万 | 加仓 |
| IVW | ISHARES TR | $498.84万 | 0.41% | 44,103 | 329 | 0.8% | $3.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $490.78万 | 0.40% | 22,821 | -831 | -3.5% | -$17.87万 | 减仓 |
| META | META PLATFORMS INC | $449.18万 | 0.37% | 7,851 | -25 | -0.3% | -$1.43万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $445.49万 | 0.36% | 173,748 | -5,439 | -3.0% | -$13.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $420.71万 | 0.34% | 8,780 | -7,188 | -45.0% | -$344.43万 | 减仓 |
| TSLA | TESLA INC | $363.94万 | 0.30% | 9,790 | 42 | 0.4% | $1.56万 | 加仓 |
| IXUS | ISHARES TR | $358.27万 | 0.29% | 41,351 | 5,864 | 16.5% | $50.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $343.83万 | 0.28% | 5,754 | 340 | 6.3% | $20.32万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $339.60万 | 0.28% | 34,685 | -161 | -0.5% | -$1.58万 | 减仓 |
| V | VISA INC | $297.88万 | 0.24% | 9,856 | -78 | -0.8% | -$2.36万 | 减仓 |
| HD | HOME DEPOT INC | $297.64万 | 0.24% | 9,050 | -79 | -0.9% | -$2.60万 | 减仓 |
| DGRO | ISHARES TR | $289.34万 | 0.24% | 41,229 | 61 | 0.1% | $4,281 | 加仓 |
| WMT | WALMART INC | $287.99万 | 0.24% | 23,127 | -121 | -0.5% | -$1.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $275.56万 | 0.23% | 4,457 | -6 | -0.1% | -$3,710 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $256.75万 | 0.21% | 10,504 | -17 | -0.2% | -$4,155 | 减仓 |
| IEFA | ISHARES TR | $219.68万 | 0.18% | 24,266 | 2,066 | 9.3% | $18.70万 | 加仓 |
| AVGO | BROADCOM INC | $211.35万 | 0.17% | 6,828 | -44 | -0.6% | -$1.36万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $199.04万 | 0.16% | 28,069 | 22 | 0.1% | $1,560 | 加仓 |
| HCA | HCA HEALTHCARE INC | $176.08万 | 0.14% | 3,721 | 3,721 | — | $176.08万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $160.00万 | 0.13% | 17,069 | 9,310 | 120.0% | $87.27万 | 加仓 |
| LLY | ELI LILLY & CO | $159.50万 | 0.13% | 1,734 | -11 | -0.6% | -$1.01万 | 减仓 |
| VO | VANGUARD INDEX FDS | $156.87万 | 0.13% | 5,462 | -110 | -2.0% | -$3.16万 | 减仓 |
| BAC | BANK AMERICA CORP | $156.51万 | 0.13% | 32,104 | -331 | -1.0% | -$1.61万 | 减仓 |
| SUSA | ISHARES TR | $153.10万 | 0.13% | 11,590 | -716 | -5.8% | -$9.46万 | 减仓 |
| KLAC | KLA CORP | $152.03万 | 0.12% | 1,033 | -93 | -8.3% | -$13.69万 | 减仓 |
| CAT | CATERPILLAR INC | $147.06万 | 0.12% | 2,076 | -2 | -0.1% | -$1,417 | 减仓 |
| PG | PROCTER & GAMBLE CO | $140.54万 | 0.11% | 9,730 | 16 | 0.2% | $2,311 | 加仓 |
| MA | MASTERCARD INCORPORATED | $139.90万 | 0.11% | 2,800 | -239 | -7.9% | -$11.94万 | 减仓 |
| DVY | ISHARES TR | $132.48万 | 0.11% | 8,750 | -44 | -0.5% | -$6,662 | 减仓 |
| DIS | DISNEY WALT CO | $130.48万 | 0.11% | 13,538 | -221 | -1.6% | -$2.13万 | 减仓 |
| IWR | ISHARES TR | $127.35万 | 0.10% | 13,098 | 12 | 0.1% | $1,167 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.36万 | 0.10% | 1,258 | -84 | -6.3% | -$8.37万 | 减仓 |
| GLD | SPDR GOLD TR | $116.89万 | 0.10% | 2,717 | -1,751 | -39.2% | -$75.33万 | 减仓 |
| — | EXXON MOBIL CORP | $116.52万 | 0.10% | 6,868 | -333 | -4.6% | -$5.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.37万 | 0.08% | 4,141 | 1 | 0.0% | $242 | 加仓 |
| ACWI | ISHARES TR | $100.23万 | 0.08% | 7,244 | 89 | 1.2% | $1.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $98.70万 | 0.08% | 4,770 | -319 | -6.3% | -$6.60万 | 减仓 |
| ABBV | ABBVIE INC | $98.70万 | 0.08% | 4,538 | -183 | -3.9% | -$3.98万 | 减仓 |
| PEP | PEPSICO INC | $95.41万 | 0.08% | 6,144 | -21 | -0.3% | -$3,261 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $93.63万 | 0.08% | 32,142 | 22,117 | 220.6% | $64.43万 | 加仓 |
| CI | THE CIGNA GROUP | $91.05万 | 0.07% | 3,413 | -1 | -0.0% | -$267 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $90.68万 | 0.07% | 6,823 | 838 | 14.0% | $11.14万 | 加仓 |
| MRK | MERCK & CO INC | $90.26万 | 0.07% | 7,451 | -1,026 | -12.1% | -$12.43万 | 减仓 |
| SBUX | STARBUCKS CORP | $87.81万 | 0.07% | 9,801 | 40 | 0.4% | $3,584 | 加仓 |
| BA | BOEING CO | $83.65万 | 0.07% | 4,203 | 204 | 5.1% | $4.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $81.76万 | 0.07% | 2,392 | 6 | 0.3% | $2,051 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $81.56万 | 0.07% | 1,957 | -64 | -3.2% | -$2.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $80.16万 | 0.07% | 1,326 | -397 | -23.0% | -$24.00万 | 减仓 |
| AGG | ISHARES TR | $79.08万 | 0.06% | 7,966 | -1,315 | -14.2% | -$13.05万 | 减仓 |
| MCD | MCDONALDS CORP | $77.96万 | 0.06% | 2,508 | 58 | 2.4% | $1.80万 | 加仓 |
| ORCL | ORACLE CORP | $75.75万 | 0.06% | 5,149 | -13 | -0.3% | -$1,912 | 减仓 |
| CSCO | CISCO SYS INC | $72.35万 | 0.06% | 9,325 | 46 | 0.5% | $3,569 | 加仓 |
| RTX | RTX CORPORATION | $72.27万 | 0.06% | 3,746 | 38 | 1.0% | $7,331 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $72.16万 | 0.06% | 16,169 | 1,446 | 9.8% | $6.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $69.53万 | 0.06% | 4,695 | 21 | 0.4% | $3,110 | 加仓 |
| MUB | ISHARES TR | $66.48万 | 0.05% | 6,263 | 41 | 0.7% | $4,352 | 加仓 |
| VV | VANGUARD INDEX FDS | $65.48万 | 0.05% | 2,191 | -49 | -2.2% | -$1.46万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $64.17万 | 0.05% | 17,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $62.59万 | 0.05% | 327 | -12 | -3.5% | -$2.30万 | 减仓 |
| SHOP | SHOPIFY INC | $62.36万 | 0.05% | 5,257 | -72 | -1.4% | -$8,541 | 减仓 |
| IWM | ISHARES TR | $61.82万 | 0.05% | 2,493 | -75 | -2.9% | -$1.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $56.89万 | 0.05% | 1,484 | -15 | -1.0% | -$5,750 | 减仓 |
| EMR | EMERSON ELEC CO | $56.71万 | 0.05% | 4,329 | -162 | -3.6% | -$2.12万 | 减仓 |