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 |
|---|---|---|---|---|---|---|---|---|
| FIXT | TCW CORE PLUS BOND ETF | $1.84万 | 0.01% | 485 | 4 | 0.8% | $152 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.82万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.81万 | 0.01% | 374 | 248 | 196.8% | $1.20万 | 加仓 |
| HSY | HERSHEY CO COM | $1.79万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $1.67万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $1.67万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC COM | $1.64万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| QLTY | GMO US QUALITY ETF | $1.63万 | 0.01% | 450 | 450 | — | $1.63万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1.57万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $1.56万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.55万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $1.55万 | 0.01% | 123 | -19 | -13.4% | -$2,393 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $1.55万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $1.54万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $1.53万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC CL B | $1.53万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| CF | CF INDS HLDGS INC COM | $1.52万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.52万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC COM | $1.50万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $1.46万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1.45万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.45万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| — | DOLE PLC ORD SHS | $1.43万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $1.43万 | 0.01% | 620 | 620 | — | $1.43万 | 新建仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.42万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL COM NEW | $1.41万 | 0.01% | 270 | -150 | -35.7% | -$7,816 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $1.41万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $1.39万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $1.39万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $1.38万 | 0.01% | 80 | -60 | -42.9% | -$1.04万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1.37万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $1.36万 | 0.01% | 1,302 | -3,145 | -70.7% | -$3.30万 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $1.36万 | 0.01% | 370 | -5 | -1.3% | -$184 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $1.35万 | 0.01% | 200 | -85 | -29.8% | -$5,735 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.33万 | 0.01% | 234 | -250 | -51.7% | -$1.42万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM MINI TRUST ETF | $1.32万 | 0.01% | 775 | -150 | -16.2% | -$2,560 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $1.32万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS TR COM | $1.29万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.28万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $1.28万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.27万 | 0.01% | 139 | -3 | -2.1% | -$275 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.26万 | 0.01% | 27 | -7 | -20.6% | -$3,270 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.25万 | 0.01% | 166 | 166 | — | $1.25万 | 新建仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.25万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1.25万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $1.23万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $1.22万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC COM | $1.22万 | 0.01% | 863 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $1.22万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $1.22万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.21万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.20万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $1.19万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.18万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $1.16万 | 0.01% | 273 | 28 | 11.4% | $1,192 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.16万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC COM CL A | $1.16万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $1.12万 | 0.01% | 1,180 | 1,180 | — | $1.12万 | 新建仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $1.11万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.08万 | 0.01% | 1,280 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.08万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $1.05万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $1.05万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK IG FLOATING RATE ETF | $1.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $1.02万 | 0.01% | 74 | -58 | -43.9% | -$7,956 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.01万 | 0.01% | 187 | 187 | — | $1.01万 | 新建仓 |
| NTRA | NATERA INC COM | $1.00万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC COM | $9,974 | 0.01% | 2,525 | -182 | -6.7% | -$719 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $9,944 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $9,698 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $9,696 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW COM | $9,562 | 0.01% | 9 | -4 | -30.8% | -$4,250 | 减仓 |
| PPL | PPL CORP COM | $9,550 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS CL A | $9,503 | 0.01% | 3,382 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $9,482 | 0.01% | 265 | 150 | 130.4% | $5,367 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $9,214 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $9,129 | 0.01% | 212 | -40 | -15.9% | -$1,722 | 减仓 |
| DG | DOLLAR GEN CORP NEW COM | $9,095 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9,013 | 0.01% | 29 | -4 | -12.1% | -$1,243 | 减仓 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $8,921 | 0.01% | 474 | -15 | -3.1% | -$282 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $8,877 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,861 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $8,762 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $8,682 | 0.01% | 404 | -52 | -11.4% | -$1,117 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $8,431 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A | $8,303 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $8,275 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $7,991 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7,866 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $7,856 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $7,732 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $7,449 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $7,431 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7,403 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $7,285 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $7,257 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC CL B | $7,239 | 0.00% | 73 | 25 | 52.1% | $2,479 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $7,190 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $6,993 | 0.00% | 72 | 0 | 0.0% | — | 不变 |