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 |
|---|---|---|---|---|---|---|---|---|
| YOU | CLEAR SECURE INC COM CL A | $13.32万 | 0.09% | 2,751 | 2,751 | — | $13.32万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $13.26万 | 0.09% | 1,844 | 47 | 2.6% | $3,381 | 加仓 |
| HRB | BLOCK H & R INC COM | $13.20万 | 0.09% | 4,159 | 350 | 9.2% | $1.11万 | 加仓 |
| TGTX | TG THERAPEUTICS INC COM | $13.01万 | 0.09% | 3,916 | -53 | -1.3% | -$1,761 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $12.89万 | 0.09% | 2,270 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $12.76万 | 0.09% | 1,469 | 33 | 2.3% | $2,866 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $12.73万 | 0.09% | 3,781 | 185 | 5.1% | $6,229 | 加仓 |
| QTWO | Q2 HLDGS INC COM | $12.62万 | 0.09% | 2,669 | 1,290 | 93.5% | $6.10万 | 加仓 |
| PDFS | PDF SOLUTIONS INC COM | $12.52万 | 0.08% | 3,827 | -43 | -1.1% | -$1,407 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $12.51万 | 0.08% | 1,784 | -23 | -1.3% | -$1,613 | 减仓 |
| OKTA | OKTA INC CL A | $12.19万 | 0.08% | 1,549 | 173 | 12.6% | $1.36万 | 加仓 |
| WAY | WAYSTAR HOLDING CORP | $12.03万 | 0.08% | 4,991 | 2,625 | 110.9% | $6.33万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $12.03万 | 0.08% | 4,568 | 20 | 0.4% | $527 | 加仓 |
| PSMT | PRICESMART INC COM | $11.95万 | 0.08% | 794 | 13 | 1.7% | $1,956 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $11.92万 | 0.08% | 11,992 | 1,321 | 12.4% | $1.31万 | 加仓 |
| — | BASSETT FURNITURE INDS INC COM | $11.89万 | 0.08% | 8,405 | 341 | 4.2% | $4,825 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $11.83万 | 0.08% | 198 | 84 | 73.7% | $5.02万 | 加仓 |
| PG | PROCTER AND GAMBLE CO COM | $11.71万 | 0.08% | 811 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $11.51万 | 0.08% | 2,480 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $11.49万 | 0.08% | 2,235 | -21 | -0.9% | -$1,079 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $11.48万 | 0.08% | 968 | -75 | -7.2% | -$8,897 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $11.38万 | 0.08% | 1,568 | 30 | 2.0% | $2,176 | 加仓 |
| MGNI | MAGNITE INC COM | $11.35万 | 0.08% | 9,553 | 600 | 6.7% | $7,128 | 加仓 |
| UMBF | UMB FINL CORP COM | $11.13万 | 0.08% | 987 | 9 | 0.9% | $1,015 | 加仓 |
| EPAM | EPAM SYS INC COM | $11.05万 | 0.07% | 816 | -24 | -2.9% | -$3,250 | 减仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $10.82万 | 0.07% | 4,772 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $10.79万 | 0.07% | 4,150 | -1,650 | -28.4% | -$4.29万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $10.77万 | 0.07% | 3,415 | -1,163 | -25.4% | -$3.67万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $10.71万 | 0.07% | 1,362 | -20 | -1.4% | -$1,573 | 减仓 |
| AZZ | AZZ INC COM | $10.42万 | 0.07% | 833 | -20 | -2.3% | -$2,503 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $10.37万 | 0.07% | 787 | -125 | -13.7% | -$1.65万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $10.30万 | 0.07% | 287 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $10.27万 | 0.07% | 2,897 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $10.13万 | 0.07% | 842 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $10.11万 | 0.07% | 497 | -123 | -19.8% | -$2.50万 | 减仓 |
| IDA | IDACORP INC COM | $10.01万 | 0.07% | 700 | -23 | -3.2% | -$3,288 | 减仓 |
| GE | GE AEROSPACE COM NEW | $9.92万 | 0.07% | 349 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $9.84万 | 0.07% | 830 | 19 | 2.3% | $2,253 | 加仓 |
| EBAY | EBAY INC. COM | $9.75万 | 0.07% | 1,071 | -22 | -2.0% | -$2,002 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC COM | $9.70万 | 0.07% | 717 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $9.65万 | 0.07% | 667 | -3 | -0.4% | -$434 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $9.50万 | 0.06% | 1,606 | 68 | 4.4% | $4,022 | 加仓 |
| INTC | INTEL CORP COM | $9.39万 | 0.06% | 2,128 | -5 | -0.2% | -$221 | 减仓 |
| WFC | WELLS FARGO & CO COM | $9.31万 | 0.06% | 1,170 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC COM | $9.30万 | 0.06% | 967 | 110 | 12.8% | $1.06万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $9.29万 | 0.06% | 2,049 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $9.28万 | 0.06% | 1,437 | 25 | 1.8% | $1,615 | 加仓 |
| RBRK | RUBRIK INC. CL A | $9.28万 | 0.06% | 1,895 | 1,895 | — | $9.28万 | 新建仓 |
| CRM | SALESFORCE INC COM | $9.27万 | 0.06% | 496 | -8 | -1.6% | -$1,495 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $9.07万 | 0.06% | 2,556 | 20 | 0.8% | $710 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $8.89万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $8.78万 | 0.06% | 443 | -334 | -43.0% | -$6.62万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $8.78万 | 0.06% | 305 | -7 | -2.2% | -$2,014 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $8.77万 | 0.06% | 2,739 | 2,731 | 34,137.5% | $8.74万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $8.69万 | 0.06% | 581 | 581 | — | $8.69万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $8.62万 | 0.06% | 1,011 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $8.56万 | 0.06% | 2,577 | -35 | -1.3% | -$1,162 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $8.55万 | 0.06% | 2,025 | 625 | 44.6% | $2.64万 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $8.36万 | 0.06% | 1,971 | 1,971 | — | $8.36万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $8.33万 | 0.06% | 3,263 | 3,263 | — | $8.33万 | 新建仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $8.30万 | 0.06% | 1,629 | 450 | 38.2% | $2.29万 | 加仓 |
| MTB | M & T BK CORP COM | $8.27万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $8.27万 | 0.06% | 1,196 | 0 | 0.0% | — | 不变 |
| HUBS | Hubspot Inc | $7.93万 | 0.05% | 325 | 325 | — | $7.93万 | 新建仓 |
| FRPT | Freshpet Inc | $7.84万 | 0.05% | 1,330 | 1,330 | — | $7.84万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7.82万 | 0.05% | 175 | -3 | -1.7% | -$1,341 | 减仓 |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $7.71万 | 0.05% | 2,933 | 469 | 19.0% | $1.23万 | 加仓 |
| AMGN | AMGEN INC COM | $7.66万 | 0.05% | 217 | -60 | -21.7% | -$2.12万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $7.52万 | 0.05% | 249 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MERGER ETF | $7.43万 | 0.05% | 1,649 | 55 | 3.5% | $2,479 | 加仓 |
| CNK | CINEMARK HLDGS INC COM | $7.36万 | 0.05% | 2,582 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC COM | $7.35万 | 0.05% | 338 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $7.33万 | 0.05% | 84 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $7.31万 | 0.05% | 3,428 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $7.26万 | 0.05% | 532 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC COM | $7.24万 | 0.05% | 841 | 12 | 1.4% | $1,034 | 加仓 |
| EQIX | EQUINIX INC COM | $6.89万 | 0.05% | 70 | -4 | -5.4% | -$3,940 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $6.82万 | 0.05% | 1,365 | -20 | -1.4% | -$1,000 | 减仓 |
| KLAC | KLA CORP COM NEW | $6.75万 | 0.05% | 45 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $6.69万 | 0.05% | 11,385 | 140 | 1.2% | $823 | 加仓 |
| VVV | VALVOLINE INC COM | $6.63万 | 0.04% | 1,969 | 5 | 0.3% | $168 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6.56万 | 0.04% | 826 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $6.50万 | 0.04% | 2,204 | 30 | 1.4% | $885 | 加仓 |
| 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 |
| META | META PLATFORMS INC CL A | $6.30万 | 0.04% | 110 | -3 | -2.7% | -$1,717 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $6.28万 | 0.04% | 923 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $6.28万 | 0.04% | 363 | 23 | 6.8% | $3,977 | 加仓 |
| IAU | ISHARES GOLD TRUST | $6.24万 | 0.04% | 708 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $6.23万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $6.05万 | 0.04% | 675 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $6.04万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $5.94万 | 0.04% | 469 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $5.93万 | 0.04% | 3,093 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC COM | $5.81万 | 0.04% | 397 | -68 | -14.6% | -$9,952 | 减仓 |
| BXP | BXP INC COM | $5.79万 | 0.04% | 1,115 | -25 | -2.2% | -$1,298 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.77万 | 0.04% | 163 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $5.71万 | 0.04% | 751 | -4 | -0.5% | -$304 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $5.54万 | 0.04% | 1,425 | 400 | 39.0% | $1.55万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $5.49万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP NEW COM | $5.43万 | 0.04% | 1,163 | 0 | 0.0% | — | 不变 |