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 |
|---|---|---|---|---|---|---|---|---|
| PPL | PPL CORP COM | $9,088 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $9,167 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $9,231 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $9,437 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP COM | $9,542 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $9,567 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $9,627 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $9,692 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD SHS | $9,800 | 0.01% | 216 | -65 | -23.1% | -$2,949 | 减仓 |
| — | BONDBLOXX IRM TAX-AWARE ETF FOR MASSACHUSETTS RESIDENTS | $9,845 | 0.01% | 195 | 145 | 290.0% | $7,321 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING ETF | $9,889 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $9,898 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $9,915 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $9,938 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.01万 | 0.01% | 169 | -18 | -9.6% | -$1,074 | 减仓 |
| BHB | BAR HBR BANKSHARES COM | $1.02万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.02万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK IG FLOATING RATE ETF | $1.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $1.03万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $1.04万 | 0.01% | 256 | -37 | -12.6% | -$1,503 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.05万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.06万 | 0.01% | 122 | -17 | -12.2% | -$1,472 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.06万 | 0.01% | 85 | -20 | -19.0% | -$2,495 | 减仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $1.06万 | 0.01% | 219 | -52 | -19.2% | -$2,522 | 减仓 |
| CNC | CENTENE CORP DEL COM | $1.09万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $1.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.10万 | 0.01% | 24 | 4 | 20.0% | $1,836 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $1.13万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.13万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1.15万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY BITCOIN ETF | $1.17万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.20万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $1.22万 | 0.01% | 102 | -21 | -17.1% | -$2,518 | 减仓 |
| BAC | BANK OF AMER CORP COM | $1.23万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $1.23万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $1.24万 | 0.01% | 296 | -300 | -50.3% | -$1.25万 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $1.24万 | 0.01% | 615 | -103 | -14.3% | -$2,079 | 减仓 |
| CMC | COMMERCIAL METALS CO COM | $1.24万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $1.24万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.24万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1.25万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.25万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.26万 | 0.01% | 123 | 123 | — | $1.26万 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $1.27万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.27万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $1.28万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $1.29万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $1.29万 | 0.01% | 310 | -100 | -24.4% | -$4,162 | 减仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $1.30万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $1.30万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $1.31万 | 0.01% | 1,019 | -283 | -21.7% | -$3,648 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS TR COM | $1.33万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $1.36万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $1.37万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| — | DOLE PLC ORD SHS | $1.37万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.41万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.42万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.45万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.49万 | 0.01% | 246 | -24 | -8.9% | -$1,450 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.50万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $1.50万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1.50万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $1.50万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.51万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | $1.53万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.58万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $1.58万 | 0.01% | 101 | -395 | -79.6% | -$6.19万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1.64万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1.64万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC COM | $1.65万 | 0.01% | 1,420 | 557 | 64.5% | $6,478 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $1.73万 | 0.01% | 550 | -126 | -18.6% | -$3,956 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $1.77万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V COM | $1.80万 | 0.01% | 520 | 520 | — | $1.80万 | 新建仓 |
| NUE | NUCOR CORP COM | $1.83万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC COM | $1.85万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ARQT | Arcutis Biotherapeutics | $1.86万 | 0.01% | 711 | -164 | -18.7% | -$4,300 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $1.88万 | 0.01% | 360 | -10 | -2.7% | -$522 | 减仓 |
| XFIV | BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF | $1.88万 | 0.01% | 387 | 387 | — | $1.88万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.89万 | 0.01% | 2,014 | 734 | 57.3% | $6,892 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.90万 | 0.01% | 266 | -125 | -32.0% | -$8,906 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $1.90万 | 0.01% | 1,147 | -198 | -14.7% | -$3,273 | 减仓 |
| AGI | ALAMOS GOLD INC COM CL A | $1.91万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $1.92万 | 0.01% | 398 | 398 | — | $1.92万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $1.96万 | 0.01% | 115 | 115 | — | $1.96万 | 新建仓 |
| QLTY | GMO US QUALITY ETF | $1.98万 | 0.01% | 475 | 25 | 5.6% | $1,041 | 加仓 |
| DABS | DOUBLELINE ABS ETF | $2.03万 | 0.01% | 400 | 400 | — | $2.03万 | 新建仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $2.03万 | 0.01% | 495 | 495 | — | $2.03万 | 新建仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $2.07万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $2.10万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $2.11万 | 0.01% | 80 | -12 | -13.0% | -$3,159 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $2.12万 | 0.01% | 834 | -143 | -14.6% | -$3,628 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $2.13万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $2.13万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $2.15万 | 0.01% | 423 | 368 | 669.1% | $1.87万 | 加仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $2.18万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $2.20万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $2.21万 | 0.01% | 497 | -40 | -7.4% | -$1,779 | 减仓 |
| SYNA | SYNAPTICS INC COM | $2.21万 | 0.01% | 178 | -36 | -16.8% | -$4,472 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2.25万 | 0.01% | 102 | 102 | — | $2.25万 | 新建仓 |
| NTGR | NETGEAR INC COM | $2.26万 | 0.01% | 966 | -240 | -19.9% | -$5,604 | 减仓 |