1620 INVESTMENT ADVISORS, INC.
PLYMOUTH MA · SEC CIK 0001907281
$1.48亿2026Q1 申报市值
657持仓数
21.7%前十大占比 · 第一大 3.3%
27 / 15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
SWK 新建仓+$26.49万
SPIB 加仓+$18.49万
WDAY 加仓+$15.80万
YOU 新建仓+$13.32万
SAM 加仓+$11.04万
2026Q1 卖出最多 按季末市值估算
POWL 减仓-$75.70万
GLW 减仓-$64.07万
AES 清仓-$49.10万
MDT 减仓-$45.03万
ALEXANDER & BALD 清仓-$43.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BONDBLOXX IRM TAX-AWARE ETF FOR MASSACHUSETTS RESIDENTS | $2,492 | 0.00% | 50 | 50 | — | $2,492 | 新建仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2,498 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2,506 | 0.00% | 10 | -10 | -50.0% | -$2,506 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2,578 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2,587 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC CL A | $2,654 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,729 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $2,781 | 0.00% | 55 | 55 | — | $2,781 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $2,782 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2,782 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $2,839 | 0.00% | 29 | 29 | — | $2,839 | 新建仓 |
| CPA | COPA HOLDINGS SA CL A | $2,840 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2,917 | 0.00% | 12 | -308 | -96.2% | -$7.49万 | 减仓 |
| — | UNION BANKSHARES INC COM | $2,918 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $2,953 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $2,968 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2,994 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WHERE FOOD COMES FROM INC COM NEW | $2,995 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3,020 | 0.00% | 3 | -2 | -40.0% | -$2,013 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $3,072 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3,101 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $3,146 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $3,168 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ALLW | SPDR BRIDGEWATER ALL WEATHER ETF | $3,174 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $3,211 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $3,329 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $3,350 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,411 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $3,413 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $3,528 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MLS INC COM | $3,834 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $4,035 | 0.00% | 220 | -18 | -7.6% | -$330 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $4,120 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $4,129 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| KRT | KARAT PACKAGING INC COM | $4,188 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $4,214 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $4,290 | 0.00% | 77 | -35 | -31.2% | -$1,950 | 减仓 |
| IRM | IRON MTN INC DEL COM | $4,290 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $4,337 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $4,366 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $4,461 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL COM NEW | $4,521 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP COM | $4,793 | 0.00% | 2,130 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $4,807 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $4,826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $4,966 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $5,072 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | $5,103 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $5,251 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $5,331 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $5,338 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $5,386 | 0.00% | 200 | -180 | -47.4% | -$4,847 | 减仓 |
| WAB | WABTEC COM | $5,498 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL COM | $5,566 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF | $5,669 | 0.00% | 113 | 113 | — | $5,669 | 新建仓 |
| MBB | ISHARES MBS ETF | $5,697 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $5,735 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $5,770 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $5,841 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AWYS CORP COM | $5,994 | 0.00% | 1,356 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $6,175 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $6,218 | 0.00% | 105 | 27 | 34.6% | $1,599 | 加仓 |
| NYT | NEW YORK TIMES CO CL A | $6,280 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $6,316 | 0.00% | 68 | -68 | -50.0% | -$6,316 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,329 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA AMT QLT MUN COM | $6,378 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $6,477 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $6,563 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $6,680 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $6,779 | 0.00% | 41 | -5 | -10.9% | -$827 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $6,830 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $6,845 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $6,898 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP INC COM | $6,918 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $6,981 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $6,993 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $7,190 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC CL B | $7,239 | 0.00% | 73 | 25 | 52.1% | $2,479 | 加仓 |
| ALL | ALLSTATE CORP COM | $7,257 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $7,285 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7,403 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $7,431 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $7,449 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $7,732 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $7,856 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7,866 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $7,991 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $8,275 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A | $8,303 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $8,431 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $8,682 | 0.01% | 404 | -52 | -11.4% | -$1,117 | 减仓 |
| BHB | BAR HBR BANKSHARES COM | $8,762 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,861 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $8,877 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $8,921 | 0.01% | 474 | -15 | -3.1% | -$282 | 减仓 |
| MCD | MCDONALDS CORP COM | $9,013 | 0.01% | 29 | -4 | -12.1% | -$1,243 | 减仓 |
| DG | DOLLAR GEN CORP NEW COM | $9,095 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $9,129 | 0.01% | 212 | -40 | -15.9% | -$1,722 | 减仓 |
| SMR | NUSCALE PWR CORP CL A COM | $9,214 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $9,482 | 0.01% | 265 | 150 | 130.4% | $5,367 | 加仓 |