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 |
|---|---|---|---|---|---|---|---|---|
| FTI | TECHNIPFMC PLC COM | $6.27万 | 0.04% | 945 | -251 | -21.0% | -$1.66万 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $6.28万 | 0.04% | 1,168 | 1,168 | — | $6.28万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $6.31万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $6.32万 | 0.04% | 1,425 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6.44万 | 0.04% | 814 | -12 | -1.5% | -$950 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $6.58万 | 0.04% | 1,560 | -465 | -23.0% | -$1.96万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $6.62万 | 0.04% | 88 | -8 | -8.3% | -$6,014 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.71万 | 0.04% | 105 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC COM | $6.73万 | 0.04% | 2,120 | -462 | -17.9% | -$1.47万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $6.75万 | 0.04% | 888 | -35 | -3.8% | -$2,662 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6.87万 | 0.04% | 90 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $6.90万 | 0.04% | 675 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $6.91万 | 0.04% | 967 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $6.93万 | 0.04% | 1,368 | 3 | 0.2% | $152 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $6.99万 | 0.04% | 2,948 | -145 | -4.7% | -$3,438 | 减仓 |
| BJRI | BJS RESTAURANTS INC COM | $7.00万 | 0.04% | 1,152 | -216 | -15.8% | -$1.31万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $7.01万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $7.03万 | 0.04% | 66 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $7.04万 | 0.04% | 2,499 | -78 | -3.0% | -$2,199 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $7.05万 | 0.04% | 249 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $7.08万 | 0.04% | 1,522 | -713 | -31.9% | -$3.31万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $7.13万 | 0.04% | 12,430 | 1,045 | 9.2% | $5,998 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $7.24万 | 0.04% | 105 | -93 | -47.0% | -$6.41万 | 减仓 |
| EQIX | EQUINIX INC COM | $7.33万 | 0.05% | 70 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $7.33万 | 0.05% | 596 | 15 | 2.6% | $1,846 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $7.48万 | 0.05% | 454 | -78 | -14.7% | -$1.29万 | 减仓 |
| — | PROSHARES MERGER ETF | $7.49万 | 0.05% | 1,649 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $7.89万 | 0.05% | 217 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $7.91万 | 0.05% | 2,622 | -275 | -9.5% | -$8,297 | 减仓 |
| VVV | VALVOLINE INC COM | $7.95万 | 0.05% | 2,010 | 41 | 2.1% | $1,621 | 加仓 |
| STT | STATE STR CORP COM | $7.95万 | 0.05% | 469 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $7.96万 | 0.05% | 35 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET, INC | $7.98万 | 0.05% | 1,349 | 19 | 1.4% | $1,123 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $8.03万 | 0.05% | 2,319 | 115 | 5.2% | $3,981 | 加仓 |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $8.11万 | 0.05% | 2,858 | -75 | -2.6% | -$2,128 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $8.41万 | 0.05% | 762 | 762 | — | $8.41万 | 新建仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $8.63万 | 0.05% | 2,317 | 1,452 | 167.9% | $5.41万 | 加仓 |
| ITIC | INVESTORS TITLE CO NC COM | $8.84万 | 0.05% | 323 | -15 | -4.4% | -$4,105 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $8.98万 | 0.06% | 396 | -47 | -10.6% | -$1.07万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $9.11万 | 0.06% | 654 | 654 | — | $9.11万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $9.18万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $9.27万 | 0.06% | 3,426 | 163 | 5.0% | $4,412 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $9.29万 | 0.06% | 187 | 12 | 6.9% | $5,965 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $9.38万 | 0.06% | 2,049 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $9.46万 | 0.06% | 5,232 | -639 | -10.9% | -$1.16万 | 减仓 |
| CRUS | CIRRUS LOGIC INC COM | $9.48万 | 0.06% | 638 | -29 | -4.3% | -$4,307 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9.50万 | 0.06% | 717 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $9.52万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $9.64万 | 0.06% | 821 | -9 | -1.1% | -$1,057 | 减仓 |
| WFC | WELLS FARGO & CO COM | $9.67万 | 0.06% | 1,170 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $9.80万 | 0.06% | 2,882 | 143 | 5.2% | $4,862 | 加仓 |
| GEV | GE VERNOVA INC COM | $9.87万 | 0.06% | 84 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $9.87万 | 0.06% | 707 | -1,421 | -66.8% | -$19.84万 | 减仓 |
| IDA | IDACORP INC COM | $10.00万 | 0.06% | 661 | -39 | -5.6% | -$5,901 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $10.25万 | 0.06% | 1,939 | 1,939 | — | $10.25万 | 新建仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $10.34万 | 0.06% | 3,950 | -200 | -4.8% | -$5,236 | 减仓 |
| NOW | SERVICENOW INC COM | $10.53万 | 0.07% | 1,061 | 559 | 111.4% | $5.55万 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $10.68万 | 0.07% | 3,647 | 1,091 | 42.7% | $3.19万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $10.80万 | 0.07% | 4,772 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $10.81万 | 0.07% | 305 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $10.82万 | 0.07% | 842 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $10.83万 | 0.07% | 1,721 | -63 | -3.5% | -$3,965 | 减仓 |
| BKMI | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $10.85万 | 0.07% | 4,104 | 4,104 | — | $10.85万 | 新建仓 |
| KR | KROGER CO COM | $10.98万 | 0.07% | 1,978 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $11.30万 | 0.07% | 10,690 | -1,302 | -10.9% | -$1.38万 | 减仓 |
| AZZ | AZZ INC COM | $11.57万 | 0.07% | 746 | -87 | -10.4% | -$1.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $11.89万 | 0.07% | 811 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $11.91万 | 0.07% | 2,480 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $11.96万 | 0.07% | 1,380 | 18 | 1.3% | $1,560 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $12.07万 | 0.07% | 237 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $12.18万 | 0.08% | 1,090 | 19 | 1.8% | $2,123 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $12.80万 | 0.08% | 1,839 | -1,576 | -46.1% | -$10.97万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $13.01万 | 0.08% | 733 | 733 | — | $13.01万 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $13.05万 | 0.08% | 1,589 | -1,230 | -43.6% | -$10.10万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $13.07万 | 0.08% | 349 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $13.11万 | 0.08% | 1,437 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $13.20万 | 0.08% | 1,666 | 98 | 6.2% | $7,764 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $13.39万 | 0.08% | 3,695 | -86 | -2.3% | -$3,117 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $13.41万 | 0.08% | 1,858 | 14 | 0.8% | $1,010 | 加仓 |
| VMC | VULCAN MATLS CO COM | $13.42万 | 0.08% | 455 | 455 | — | $13.42万 | 新建仓 |
| UMBF | UMB FINL CORP COM | $13.43万 | 0.08% | 941 | -46 | -4.7% | -$6,567 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $13.51万 | 0.08% | 934 | -34 | -3.5% | -$4,917 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $13.64万 | 0.08% | 990 | 990 | — | $13.64万 | 新建仓 |
| TRMB | TRIMBLE INC COM | $13.78万 | 0.09% | 2,692 | 2,692 | — | $13.78万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $13.78万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $13.83万 | 0.09% | 458 | 8 | 1.8% | $2,416 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $14.21万 | 0.09% | 287 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC COM | $14.40万 | 0.09% | 737 | -57 | -7.2% | -$1.11万 | 减仓 |
| LEN | LENNAR CORP CL A | $14.62万 | 0.09% | 1,615 | 146 | 9.9% | $1.32万 | 加仓 |
| RBRK | RUBRIK INC. CL A | $14.63万 | 0.09% | 1,823 | -72 | -3.8% | -$5,780 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $14.93万 | 0.09% | 4,561 | -7 | -0.2% | -$229 | 减仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $14.98万 | 0.09% | 3,009 | 63 | 2.1% | $3,136 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $15.18万 | 0.09% | 2,446 | -21 | -0.9% | -$1,303 | 减仓 |
| — | BASSETT FURNITURE INDS INC COM | $15.34万 | 0.09% | 8,655 | 250 | 3.0% | $4,430 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $15.34万 | 0.10% | 685 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $15.44万 | 0.10% | 4,053 | -106 | -2.5% | -$4,037 | 减仓 |
| WDAY | WORKDAY INC CL A | $15.49万 | 0.10% | 1,265 | 33 | 2.7% | $4,040 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $15.52万 | 0.10% | 7,560 | 2,569 | 51.5% | $5.27万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $15.53万 | 0.10% | 2,270 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $15.74万 | 0.10% | 895 | -45 | -4.8% | -$7,915 | 减仓 |