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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC COM NON VTG | $2.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD SHS | $2.53万 | 0.02% | 281 | 111 | 65.3% | $9,998 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $2.58万 | 0.02% | 649 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2.62万 | 0.02% | 52 | -3 | -5.5% | -$1,513 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $2.63万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC COM | $2.63万 | 0.02% | 1,206 | -1,938 | -61.6% | -$4.23万 | 减仓 |
| CBT | CABOT CORP COM | $2.64万 | 0.02% | 351 | -100 | -22.2% | -$7,531 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $2.65万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $2.65万 | 0.02% | 1,300 | 1,300 | — | $2.65万 | 新建仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $2.76万 | 0.02% | 1,454 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $2.77万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO COM | $2.77万 | 0.02% | 554 | -16 | -2.8% | -$800 | 减仓 |
| AGI | ALAMOS GOLD INC NEW COM CL A | $2.80万 | 0.02% | 630 | -120 | -16.0% | -$5,332 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.84万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $2.85万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $2.88万 | 0.02% | 254 | 1 | 0.4% | $114 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.89万 | 0.02% | 326 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.92万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.95万 | 0.02% | 415 | 75 | 22.1% | $5,335 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.96万 | 0.02% | 560 | 40 | 7.7% | $2,111 | 加仓 |
| BROS | DUTCH BROS INC CL A | $2.97万 | 0.02% | 587 | 217 | 58.6% | $1.10万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $3.02万 | 0.02% | 1,161 | 79 | 7.3% | $2,053 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.03万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $3.06万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $3.07万 | 0.02% | 1,120 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $3.07万 | 0.02% | 865 | 545 | 170.3% | $1.94万 | 加仓 |
| OFG | OFG BANCORP COM | $3.08万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $3.14万 | 0.02% | 1,165 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $3.19万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC COM | $3.20万 | 0.02% | 1,590 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HOLDINGS INC COM | $3.22万 | 0.02% | 899 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC COM | $3.24万 | 0.02% | 721 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $3.31万 | 0.02% | 832 | -3,349 | -80.1% | -$13.31万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.43万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE COM | $3.44万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.51万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.52万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP PAIRED CTF | $3.62万 | 0.02% | 1,399 | 0 | 0.0% | — | 不变 |
| — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF | $3.69万 | 0.02% | 823 | 211 | 34.5% | $9,454 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $3.69万 | 0.02% | 4,097 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $3.70万 | 0.03% | 1,956 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $3.73万 | 0.03% | 208 | 0 | 0.0% | — | 不变 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $3.74万 | 0.03% | 676 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $3.77万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC COM | $3.85万 | 0.03% | 580 | -9 | -1.5% | -$597 | 减仓 |
| IRMD | IRADIMED CORP COM | $3.87万 | 0.03% | 402 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $4.01万 | 0.03% | 1,300 | 1,300 | — | $4.01万 | 新建仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $4.06万 | 0.03% | 685 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION COM | $4.10万 | 0.03% | 216 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $4.11万 | 0.03% | 237 | 5 | 2.2% | $867 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.11万 | 0.03% | 377 | -20 | -5.0% | -$2,180 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $4.15万 | 0.03% | 274 | -10 | -3.5% | -$1,516 | 减仓 |
| UNM | UNUM GROUP COM | $4.17万 | 0.03% | 571 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $4.17万 | 0.03% | 1,185 | 350 | 41.9% | $1.23万 | 加仓 |
| AA | ALCOA CORP COM | $4.28万 | 0.03% | 645 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $4.34万 | 0.03% | 2,274 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE FUND | $4.34万 | 0.03% | 375 | -10 | -2.6% | -$1,157 | 减仓 |
| AX | AXOS FINANCIAL INC COM | $4.36万 | 0.03% | 512 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $4.41万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC COM | $4.41万 | 0.03% | 1,807 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.43万 | 0.03% | 338 | -15 | -4.2% | -$1,966 | 减仓 |
| PODD | INSULET CORP COM | $4.47万 | 0.03% | 213 | 9 | 4.4% | $1,889 | 加仓 |
| — | HONEYWELL INTL INC COM | $4.63万 | 0.03% | 205 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $4.68万 | 0.03% | 66 | -5 | -7.0% | -$3,542 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4.75万 | 0.03% | 1,577 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC COM | $4.80万 | 0.03% | 1,368 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $4.83万 | 0.03% | 1,028 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $4.84万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $4.93万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $5.01万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $5.13万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP COM | $5.19万 | 0.04% | 665 | 14 | 2.2% | $1,092 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $5.23万 | 0.04% | 777 | 8 | 1.0% | $538 | 加仓 |
| — | NUVEEN MASSACHUSETS QLT MUN FD COM | $5.23万 | 0.04% | 4,252 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $5.25万 | 0.04% | 502 | 22 | 4.6% | $2,300 | 加仓 |
| FLR | FLUOR CORP NEW COM | $5.43万 | 0.04% | 1,163 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $5.49万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $5.54万 | 0.04% | 1,425 | 400 | 39.0% | $1.55万 | 加仓 |
| KO | COCA COLA CO COM | $5.71万 | 0.04% | 751 | -4 | -0.5% | -$304 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.77万 | 0.04% | 163 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $5.79万 | 0.04% | 1,115 | -25 | -2.2% | -$1,298 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $5.81万 | 0.04% | 397 | -68 | -14.6% | -$9,952 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $5.93万 | 0.04% | 3,093 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $5.94万 | 0.04% | 469 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $6.04万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $6.05万 | 0.04% | 675 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $6.23万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $6.24万 | 0.04% | 708 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $6.28万 | 0.04% | 363 | 23 | 6.8% | $3,977 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $6.28万 | 0.04% | 923 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $6.30万 | 0.04% | 110 | -3 | -2.7% | -$1,717 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $6.31万 | 0.04% | 96 | 36 | 60.0% | $2.37万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $6.50万 | 0.04% | 2,204 | 30 | 1.4% | $885 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6.56万 | 0.04% | 826 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $6.63万 | 0.04% | 1,969 | 5 | 0.3% | $168 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $6.69万 | 0.05% | 11,385 | 140 | 1.2% | $823 | 加仓 |
| KLAC | KLA CORP COM NEW | $6.75万 | 0.05% | 45 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $6.82万 | 0.05% | 1,365 | -20 | -1.4% | -$1,000 | 减仓 |
| EQIX | EQUINIX INC COM | $6.89万 | 0.05% | 70 | -4 | -5.4% | -$3,940 | 减仓 |
| OGS | ONE GAS INC COM | $7.24万 | 0.05% | 841 | 12 | 1.4% | $1,034 | 加仓 |