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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.27万 | 0.01% | 394 | 20 | 5.3% | $1,153 | 加仓 |
| — | HONEYWELL INTL INC COM | $2.28万 | 0.01% | 102 | -103 | -50.2% | -$2.31万 | 重新持有 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.32万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $2.33万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $2.35万 | 0.01% | 174 | -34 | -16.3% | -$4,591 | 减仓 |
| TGT | TARGET CORP COM | $2.35万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2.37万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM COM | $2.38万 | 0.01% | 574 | -126 | -18.0% | -$5,231 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $2.40万 | 0.01% | 556 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $2.43万 | 0.02% | 1,100 | 480 | 77.4% | $1.06万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $2.45万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $2.47万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.49万 | 0.02% | 489 | -1,140 | -70.0% | -$5.81万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $2.51万 | 0.02% | 559 | 559 | — | $2.51万 | 新建仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $2.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF | $2.57万 | 0.02% | 505 | 392 | 346.9% | $1.99万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.61万 | 0.02% | 53 | 7 | 15.2% | $3,448 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $2.63万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $2.72万 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2.74万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| — | GIBRALTAR INDS INC COM | $2.76万 | 0.02% | 612 | 612 | — | $2.76万 | 新建仓 |
| TEX | TEREX CORP NEW COM | $2.78万 | 0.02% | 384 | -84 | -17.9% | -$6,081 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $2.85万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $2.86万 | 0.02% | 188 | -25 | -11.7% | -$3,806 | 减仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $2.92万 | 0.02% | 1,269 | -185 | -12.7% | -$4,261 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.94万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO COM | $2.94万 | 0.02% | 250 | -56 | -18.3% | -$6,586 | 减仓 |
| HTH | HILLTOP HLDGS INC COM | $2.94万 | 0.02% | 759 | -140 | -15.6% | -$5,429 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $2.96万 | 0.02% | 682 | -150 | -18.0% | -$6,503 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.99万 | 0.02% | 407 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $3.01万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $3.03万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| OFG | OFG BANCORP COM | $3.08万 | 0.02% | 627 | -133 | -17.5% | -$6,526 | 减仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $3.13万 | 0.02% | 1,165 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.14万 | 0.02% | 590 | 20 | 3.5% | $1,063 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.14万 | 0.02% | 326 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3.18万 | 0.02% | 688 | 688 | — | $3.18万 | 新建仓 |
| CBT | CABOT CORP COM | $3.19万 | 0.02% | 351 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC COM | $3.20万 | 0.02% | 1,110 | -328 | -22.8% | -$9,456 | 减仓 |
| IRMD | IRADIMED CORP COM | $3.20万 | 0.02% | 335 | -67 | -16.7% | -$6,403 | 减仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $3.28万 | 0.02% | 845 | -340 | -28.7% | -$1.32万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $3.32万 | 0.02% | 1,037 | -83 | -7.4% | -$2,660 | 减仓 |
| AA | ALCOA CORP COM | $3.36万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MASS QUALITY MUN INC COM | $3.38万 | 0.02% | 2,602 | -1,650 | -38.8% | -$2.14万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $3.42万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC COM | $3.42万 | 0.02% | 1,378 | -429 | -23.7% | -$1.06万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $3.46万 | 0.02% | 1,700 | 400 | 30.8% | $8,146 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3.49万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $3.52万 | 0.02% | 275 | 275 | — | $3.52万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $3.57万 | 0.02% | 255 | 1 | 0.4% | $140 | 加仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $3.58万 | 0.02% | 561 | -124 | -18.1% | -$7,911 | 减仓 |
| BROS | DUTCH BROS INC CL A | $3.61万 | 0.02% | 503 | -84 | -14.3% | -$6,032 | 减仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.62万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3.67万 | 0.02% | 122 | 122 | — | $3.67万 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $3.70万 | 0.02% | 707 | 707 | — | $3.70万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $3.77万 | 0.02% | 411 | -600 | -59.3% | -$5.50万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC COM | $3.80万 | 0.02% | 519 | -61 | -10.5% | -$4,465 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.96万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $4.00万 | 0.02% | 1,399 | 0 | 0.0% | — | 不变 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $4.03万 | 0.02% | 3,517 | -580 | -14.2% | -$6,641 | 减仓 |
| THG | HANOVER INS GROUP INC COM | $4.05万 | 0.03% | 189 | -48 | -20.3% | -$1.03万 | 减仓 |
| — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF | $4.09万 | 0.03% | 897 | 74 | 9.0% | $3,371 | 加仓 |
| UNM | UNUM GROUP COM | $4.10万 | 0.03% | 459 | -112 | -19.6% | -$1.00万 | 减仓 |
| AX | AXOS FINANCIAL INC COM | $4.11万 | 0.03% | 422 | -90 | -17.6% | -$8,765 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.11万 | 0.03% | 377 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $4.11万 | 0.03% | 216 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO COM | $4.28万 | 0.03% | 768 | 214 | 38.6% | $1.19万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.28万 | 0.03% | 338 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $4.29万 | 0.03% | 274 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $4.36万 | 0.03% | 1,667 | -289 | -14.8% | -$7,566 | 减仓 |
| BXP | BXP INC COM | $4.40万 | 0.03% | 664 | -451 | -40.4% | -$2.99万 | 减仓 |
| O | REALTY INCOME CORP COM | $4.46万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $4.48万 | 0.03% | 672 | 672 | — | $4.48万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM COM | $4.49万 | 0.03% | 254 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $4.52万 | 0.03% | 407 | -90 | -18.1% | -$9,985 | 减仓 |
| FLXS | FLEXSTEEL INDS INC COM | $4.59万 | 0.03% | 616 | -105 | -14.6% | -$7,820 | 减仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $4.66万 | 0.03% | 1,186 | 25 | 2.2% | $983 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $4.81万 | 0.03% | 1,028 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE FUND | $4.92万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP COM | $4.92万 | 0.03% | 545 | -120 | -18.0% | -$1.08万 | 减仓 |
| BKMS | BNY MELLON MUNICIPAL SHORT DURATION ETF | $5.00万 | 0.03% | 1,956 | 1,956 | — | $5.00万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $5.06万 | 0.03% | 2,746 | -682 | -19.9% | -$1.26万 | 减仓 |
| FLR | FLUOR CORP COM | $5.09万 | 0.03% | 972 | -191 | -16.4% | -$1.00万 | 减仓 |
| YUM | YUM BRANDS INC COM | $5.28万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $5.30万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $5.32万 | 0.03% | 359 | 281 | 360.3% | $4.17万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $5.34万 | 0.03% | 1,577 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $5.35万 | 0.03% | 708 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $5.43万 | 0.03% | 734 | -145 | -16.5% | -$1.07万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $5.59万 | 0.03% | 1,979 | -295 | -13.0% | -$8,331 | 减仓 |
| OGS | ONE GAS INC COM | $5.60万 | 0.03% | 726 | -115 | -13.7% | -$8,863 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $5.64万 | 0.03% | 777 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC COM | $5.80万 | 0.04% | 353 | -44 | -11.1% | -$7,228 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $5.83万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP COM | $5.94万 | 0.04% | 1,689 | -282 | -14.3% | -$9,909 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $6.01万 | 0.04% | 367 | 4 | 1.1% | $655 | 加仓 |
| META | META PLATFORMS INC CL A | $6.03万 | 0.04% | 107 | -3 | -2.7% | -$1,691 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $6.04万 | 0.04% | 526 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $6.10万 | 0.04% | 751 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $6.13万 | 0.04% | 1,577 | -1,864 | -54.2% | -$7.25万 | 减仓 |