1620 INVESTMENT ADVISORS, INC.
PLYMOUTH MA · SEC CIK 0001907281
$1.61亿2026Q2 申报市值
677持仓数
22.3%前十大占比 · 第一大 3.1%
44 / 28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
IGSB 加仓+$125.48万
FEDERATED HERMES 加仓+$71.73万
SPG 新建仓+$39.32万
LAMR 新建仓+$37.95万
OAKM 重新持有+$37.60万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$193.10万
TSM 减仓-$83.72万
POWL 减仓-$75.34万
MRVL 减仓-$65.42万
PANW 减仓-$48.27万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,185 | 0.00% | 18 | 4 | 28.6% | $486 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $2,213 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $2,242 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $2,407 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $2,446 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2,456 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $2,457 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $2,485 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2,503 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $2,546 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $2,574 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $2,580 | 0.00% | 98 | -155 | -61.3% | -$4,081 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $2,617 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $2,619 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $2,724 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2,763 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2,814 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2,894 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2,895 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | UNION BANKSHARES INC COM | $2,911 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | WHERE FOOD COMES FROM INC COM NEW | $2,927 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $2,960 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3,019 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3,045 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $3,117 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $3,203 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $3,220 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $3,348 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3,348 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $3,451 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $3,456 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $3,483 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $3,584 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $3,633 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA CL A | $3,889 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $3,892 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,973 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $4,015 | 0.00% | 9 | 9 | — | $4,015 | 新建仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $4,111 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4,193 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $4,235 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $4,287 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KRT | KARAT PACKAGING INC COM | $4,517 | 0.00% | 135 | -15 | -10.0% | -$502 | 减仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $4,538 | 0.00% | 110 | -30 | -21.4% | -$1,238 | 减仓 |
| TAN | INVESCO SOLAR ETF | $4,555 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $4,593 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $4,602 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $4,627 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $4,882 | 0.00% | 47 | -25 | -34.7% | -$2,597 | 减仓 |
| IR | INGERSOLL RAND INC COM | $4,919 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $4,924 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $5,249 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | $5,265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $5,305 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5,319 | 0.00% | 25 | 25 | — | $5,319 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $5,601 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $5,638 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $5,671 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $5,757 | 0.00% | 293 | -763 | -72.3% | -$1.50万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $5,880 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $5,931 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $5,957 | 0.00% | 41 | -3 | -6.8% | -$436 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $5,968 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $5,984 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $6,068 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $6,131 | 0.00% | 150 | -150 | -50.0% | -$6,131 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $6,200 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $6,209 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $6,369 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $6,416 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6,657 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI INC COM | $6,716 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $6,873 | 0.00% | 370 | 370 | — | $6,873 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $6,889 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,897 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $6,915 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS CL A | $6,933 | 0.00% | 2,636 | -746 | -22.1% | -$1,962 | 减仓 |
| ABSI | ABSCI CORPORATION COM | $6,954 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $6,996 | 0.00% | 1,221 | -135 | -10.0% | -$774 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $7,094 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $7,156 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $7,342 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $7,378 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $7,417 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $7,523 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $7,839 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $7,971 | 0.00% | 74 | 1 | 1.4% | $108 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $7,993 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $8,097 | 0.01% | 20 | -7 | -25.9% | -$2,834 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $8,265 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $8,328 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,437 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP COM | $8,460 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $8,526 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $8,601 | 0.01% | 59 | -15 | -20.3% | -$2,187 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $8,721 | 0.01% | 91 | 91 | — | $8,721 | 新建仓 |
| LOW | LOWES COS INC COM | $8,820 | 0.01% | 40 | -10 | -20.0% | -$2,205 | 减仓 |
| SNA | SNAP ON INC COM | $8,853 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $8,859 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $8,977 | 0.01% | 9 | 0 | 0.0% | — | 不变 |