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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $43.93万 | 0.27% | 4,555 | -28 | -0.6% | -$2,700 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $43.72万 | 0.27% | 5,622 | -1 | -0.0% | -$78 | 减仓 |
| SMMD | ISHARES RUSSELL 2500 ETF | $42.86万 | 0.27% | 4,677 | 66 | 1.4% | $6,048 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $42.62万 | 0.26% | 14,215 | -246 | -1.7% | -$7,375 | 减仓 |
| SKT | TANGER INC COM | $41.44万 | 0.26% | 10,498 | -164 | -1.5% | -$6,473 | 减仓 |
| ORCL | ORACLE CORP COM | $41.41万 | 0.26% | 2,825 | -9 | -0.3% | -$1,319 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $40.75万 | 0.25% | 4,692 | 18 | 0.4% | $1,563 | 加仓 |
| MO | ALTRIA GROUP INC COM | $40.67万 | 0.25% | 5,653 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $40.37万 | 0.25% | 1,096 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $39.63万 | 0.25% | 5,223 | 1,539 | 41.8% | $11.68万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $39.32万 | 0.24% | 1,758 | 1,758 | — | $39.32万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $38.79万 | 0.24% | 1,323 | 8 | 0.6% | $2,345 | 加仓 |
| VTRS | VIATRIS INC COM | $38.42万 | 0.24% | 24,191 | -7,006 | -22.5% | -$11.13万 | 减仓 |
| MNRO | MONRO INC COM | $38.26万 | 0.24% | 22,362 | 585 | 2.7% | $1.00万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $38.03万 | 0.24% | 2,734 | 13 | 0.5% | $1,808 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $37.95万 | 0.24% | 2,433 | 2,433 | — | $37.95万 | 新建仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $37.62万 | 0.23% | 13,356 | 13,346 | 133,460.0% | $37.60万 | 重新持有 |
| HTGC | HERCULES CAPITAL INC COM | $37.26万 | 0.23% | 23,628 | -7,365 | -23.8% | -$11.61万 | 减仓 |
| MKSI | MKS INC. COM | $37.04万 | 0.23% | 832 | -56 | -6.3% | -$2.49万 | 减仓 |
| NEWT | NEWTEKONE INC COM NEW | $36.49万 | 0.23% | 24,637 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $36.44万 | 0.23% | 3,872 | 144 | 3.9% | $1.36万 | 加仓 |
| VFC | V F CORP COM | $35.71万 | 0.22% | 21,410 | 819 | 4.0% | $1.37万 | 加仓 |
| CSCO | CISCO SYS INC COM | $35.67万 | 0.22% | 3,037 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $35.67万 | 0.22% | 4,103 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $34.39万 | 0.21% | 686 | 17 | 2.5% | $8,523 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $32.26万 | 0.20% | 1,083 | -2,196 | -67.0% | -$65.42万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $31.75万 | 0.20% | 10,011 | -2,558 | -20.4% | -$8.11万 | 减仓 |
| SYY | SYSCO CORP COM | $31.23万 | 0.19% | 3,736 | 63 | 1.7% | $5,266 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $31.17万 | 0.19% | 5,519 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $31.09万 | 0.19% | 33,108 | -10,875 | -24.7% | -$10.21万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $30.90万 | 0.19% | 182 | -17 | -8.5% | -$2.89万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $30.74万 | 0.19% | 2,800 | -324 | -10.4% | -$3.56万 | 减仓 |
| — | SHIFT4 PMTS INC 6 SER A CNV PREF | $30.38万 | 0.19% | 4,879 | 159 | 3.4% | $9,901 | 加仓 |
| OKTA | OKTA INC CL A | $30.35万 | 0.19% | 2,224 | 675 | 43.6% | $9.21万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $29.56万 | 0.18% | 2,857 | 127 | 4.7% | $1.31万 | 加仓 |
| MTN | VAIL RESORTS INC COM | $29.29万 | 0.18% | 2,151 | 14 | 0.7% | $1,906 | 加仓 |
| COMP | COMPASS INC CL A | $29.28万 | 0.18% | 23,749 | 784 | 3.4% | $9,667 | 加仓 |
| CLX | CLOROX CO DEL COM | $29.05万 | 0.18% | 3,044 | 833 | 37.7% | $7.95万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $27.87万 | 0.17% | 1,070 | -301 | -22.0% | -$7.84万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $27.09万 | 0.17% | 5,343 | 1,307 | 32.4% | $6.63万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $26.47万 | 0.16% | 4,270 | -66 | -1.5% | -$4,091 | 减仓 |
| HAS | HASBRO INC COM | $26.35万 | 0.16% | 3,191 | -1,178 | -27.0% | -$9.73万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $26.22万 | 0.16% | 660 | -6 | -0.9% | -$2,384 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $26.13万 | 0.16% | 1,097 | -19 | -1.7% | -$4,526 | 减仓 |
| T | AT&T INC COM | $25.96万 | 0.16% | 12,540 | -3,799 | -23.3% | -$7.86万 | 减仓 |
| FOUR | SHIFT4 PMTS INC CL A | $25.93万 | 0.16% | 5,330 | 1,999 | 60.0% | $9.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $25.77万 | 0.16% | 2,840 | -591 | -17.2% | -$5.36万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $25.27万 | 0.16% | 10,293 | 30 | 0.3% | $736 | 加仓 |
| ENTG | ENTEGRIS INC COM | $25.16万 | 0.16% | 1,399 | -489 | -25.9% | -$8.80万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $25.05万 | 0.16% | 979 | 21 | 2.2% | $5,373 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $24.87万 | 0.15% | 2,884 | -183 | -6.0% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $24.78万 | 0.15% | 1,238 | 252 | 25.6% | $5.04万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $24.69万 | 0.15% | 2,467 | -45 | -1.8% | -$4,504 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.65万 | 0.15% | 593 | 15 | 2.6% | $6,234 | 加仓 |
| GMOI | GMO INTERNATIONAL VALUE ETF | $24.55万 | 0.15% | 6,549 | 6,549 | — | $24.55万 | 新建仓 |
| TSLA | TESLA INC COM | $24.21万 | 0.15% | 575 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $24.12万 | 0.15% | 2,671 | -35 | -1.3% | -$3,161 | 减仓 |
| CGNX | COGNEX CORP COM | $24.03万 | 0.15% | 3,318 | -187 | -5.3% | -$1.35万 | 减仓 |
| TOST | TOAST INC CL A | $23.64万 | 0.15% | 8,498 | 3,208 | 60.6% | $8.92万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $23.49万 | 0.15% | 1,641 | 18 | 1.1% | $2,577 | 加仓 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $22.95万 | 0.14% | 10,023 | -530 | -5.0% | -$1.21万 | 减仓 |
| V | VISA INC COM CL A | $22.40万 | 0.14% | 652 | 8 | 1.2% | $2,749 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $22.40万 | 0.14% | 194 | -324 | -62.5% | -$37.41万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $22.22万 | 0.14% | 759 | 21 | 2.8% | $6,149 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $22.19万 | 0.14% | 700 | -60 | -7.9% | -$1.90万 | 减仓 |
| COCO | VITA COCO CO INC COM | $21.74万 | 0.13% | 3,287 | -391 | -10.6% | -$2.59万 | 减仓 |
| SAM | BOSTON BEER INC CL A | $21.54万 | 0.13% | 1,217 | -252 | -17.2% | -$4.46万 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $21.47万 | 0.13% | 2,563 | -94 | -3.5% | -$7,873 | 减仓 |
| GRC | GORMAN RUPP CO COM | $21.38万 | 0.13% | 2,331 | 27 | 1.2% | $2,477 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $21.28万 | 0.13% | 491 | -701 | -58.8% | -$30.38万 | 减仓 |
| TWLO | TWILIO INC CL A | $21.13万 | 0.13% | 1,024 | -47 | -4.4% | -$9,698 | 减仓 |
| ENB | ENBRIDGE INC COM | $21.10万 | 0.13% | 3,892 | 40 | 1.0% | $2,168 | 加仓 |
| FLNG | FLEX LNG LTD SHS | $21.08万 | 0.13% | 7,514 | -40 | -0.5% | -$1,122 | 减仓 |
| FDX | FEDEX CORP COM | $21.08万 | 0.13% | 673 | 15 | 2.3% | $4,699 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $21.05万 | 0.13% | 7,068 | -709 | -9.1% | -$2.11万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $20.95万 | 0.13% | 10,285 | -72 | -0.7% | -$1,467 | 减仓 |
| UTL | UNITIL CORP COM | $20.60万 | 0.13% | 3,910 | -660 | -14.4% | -$3.48万 | 减仓 |
| TGTX | TG THERAPEUTICS INC COM | $20.52万 | 0.13% | 3,735 | -181 | -4.6% | -$9,944 | 减仓 |
| MLR | MILLER INDS INC TENN COM NEW | $20.44万 | 0.13% | 3,995 | -161 | -3.9% | -$8,236 | 减仓 |
| TER | TERADYNE INC COM | $20.42万 | 0.13% | 422 | -148 | -26.0% | -$7.16万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $20.30万 | 0.13% | 600 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $19.73万 | 0.12% | 500 | -315 | -38.7% | -$12.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $19.37万 | 0.12% | 333 | -164 | -33.0% | -$9.54万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $19.29万 | 0.12% | 356 | -25 | -6.6% | -$1.35万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $18.96万 | 0.12% | 1,227 | -68 | -5.3% | -$1.05万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $18.93万 | 0.12% | 2,136 | -214 | -9.1% | -$1.90万 | 减仓 |
| MORN | MORNINGSTAR INC COM | $18.57万 | 0.11% | 1,190 | 1,190 | — | $18.57万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $18.56万 | 0.11% | 154 | 1 | 0.7% | $1,205 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $18.39万 | 0.11% | 2,062 | -60 | -2.8% | -$5,352 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $18.25万 | 0.11% | 17,200 | -2,544 | -12.9% | -$2.70万 | 减仓 |
| PDFS | PDF SOLUTIONS INC COM | $17.85万 | 0.11% | 2,521 | -1,306 | -34.1% | -$9.25万 | 减仓 |
| DOV | DOVER CORP COM | $17.65万 | 0.11% | 787 | 10 | 1.3% | $2,243 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $17.40万 | 0.11% | 2,111 | -908 | -30.1% | -$7.48万 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $17.30万 | 0.11% | 3,104 | 353 | 12.8% | $1.97万 | 加仓 |
| MGNI | MAGNITE INC COM | $17.27万 | 0.11% | 9,097 | -456 | -4.8% | -$8,655 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $17.25万 | 0.11% | 1,056 | -2,083 | -66.4% | -$34.02万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $17.22万 | 0.11% | 750 | -58 | -7.2% | -$1.33万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $16.80万 | 0.10% | 997 | 210 | 26.7% | $3.54万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $16.54万 | 0.10% | 337 | -164 | -32.7% | -$8.05万 | 减仓 |
| FTS | FORTIS INC COM | $16.40万 | 0.10% | 2,866 | 60 | 2.1% | $3,434 | 加仓 |