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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $486.29万 | 3.29% | 144,987 | 5,512 | 4.0% | $18.49万 | 加仓 |
| QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | $405.76万 | 2.74% | 43,503 | 872 | 2.0% | $8.13万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $355.91万 | 2.41% | 37,291 | 1,136 | 3.1% | $10.84万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $340.14万 | 2.30% | 62,240 | 109 | 0.2% | $5,957 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $311.08万 | 2.10% | 106,607 | 694 | 0.7% | $2.03万 | 加仓 |
| TY | TRI CONTL CORP COM | $292.68万 | 1.98% | 92,650 | 312 | 0.3% | $9,856 | 加仓 |
| JPM | JPMORGAN CHASE & CO. COM | $261.23万 | 1.77% | 8,880 | -17 | -0.2% | -$5,001 | 减仓 |
| TJX | TJX COS INC NEW COM | $256.70万 | 1.74% | 16,074 | -19 | -0.1% | -$3,034 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $254.84万 | 1.72% | 48,486 | 173 | 0.4% | $9,093 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $242.69万 | 1.64% | 91,203 | 1,721 | 1.9% | $4.58万 | 加仓 |
| AAPL | APPLE INC COM | $238.95万 | 1.62% | 9,415 | 16 | 0.2% | $4,061 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $237.82万 | 1.61% | 7,037 | 26 | 0.4% | $8,787 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $231.61万 | 1.57% | 44,929 | 1,364 | 3.1% | $7.03万 | 加仓 |
| RTX | RTX CORPORATION COM | $194.26万 | 1.31% | 10,070 | -1,799 | -15.2% | -$34.70万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $172.52万 | 1.17% | 16,199 | -644 | -3.8% | -$6.86万 | 减仓 |
| ABBV | ABBVIE INC COM | $163.85万 | 1.11% | 7,533 | 16 | 0.2% | $3,480 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $163.71万 | 1.11% | 7,912 | -27 | -0.3% | -$5,587 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $155.32万 | 1.05% | 54,080 | 1,473 | 2.8% | $4.23万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $155.12万 | 1.05% | 39,042 | -45 | -0.1% | -$1,788 | 减仓 |
| MSFT | MICROSOFT CORP COM | $154.73万 | 1.05% | 4,179 | 19 | 0.5% | $7,035 | 加仓 |
| JHPI | JOHN HANCOCK PREFERRED INCOME ETF | $146.70万 | 0.99% | 64,970 | 2,514 | 4.0% | $5.68万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $138.91万 | 0.94% | 9,094 | 60 | 0.7% | $9,165 | 加仓 |
| MPC | MARATHON PETE CORP COM | $136.00万 | 0.92% | 5,569 | 45 | 0.8% | $1.10万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $135.35万 | 0.92% | 3,455 | -978 | -22.1% | -$38.31万 | 减仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $124.89万 | 0.84% | 29,343 | 773 | 2.7% | $3.29万 | 加仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $121.10万 | 0.82% | 26,082 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $112.27万 | 0.76% | 45,070 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $110.26万 | 0.75% | 11,423 | 64 | 0.6% | $6,178 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $109.77万 | 0.74% | 21,971 | 184 | 0.8% | $9,193 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $104.96万 | 0.71% | 17,306 | 312 | 1.8% | $1.89万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $103.37万 | 0.70% | 7,894 | 60 | 0.8% | $7,857 | 加仓 |
| PFE | PFIZER INC COM | $103.16万 | 0.70% | 36,738 | 371 | 1.0% | $1.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $103.09万 | 0.70% | 20,535 | -3,868 | -15.9% | -$19.42万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $100.43万 | 0.68% | 10,883 | 16 | 0.1% | $1,477 | 加仓 |
| ETN | EATON CORP PLC SHS | $100.25万 | 0.68% | 2,803 | 1 | 0.0% | $358 | 加仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $99.19万 | 0.67% | 5,029 | 63 | 1.3% | $1.24万 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $97.73万 | 0.66% | 17,234 | 190 | 1.1% | $1.08万 | 加仓 |
| POWL | POWELL INDS INC COM | $96.64万 | 0.65% | 1,786 | -1,399 | -43.9% | -$75.70万 | 减仓 |
| GLW | CORNING INC COM | $96.17万 | 0.65% | 7,072 | -4,712 | -40.0% | -$64.07万 | 减仓 |
| TYG | TORTOISE ENERGY INFRA CORP COM | $93.91万 | 0.64% | 18,838 | 332 | 1.8% | $1.66万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $92.99万 | 0.63% | 6,672 | 197 | 3.0% | $2.75万 | 加仓 |
| — | EXXON MOBIL CORP COM | $92.50万 | 0.63% | 5,452 | 0 | 0.0% | — | 不变 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $90.80万 | 0.61% | 5,290 | -105 | -1.9% | -$1.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $84.94万 | 0.57% | 1,772 | -108 | -5.7% | -$5.18万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $84.19万 | 0.57% | 8,706 | 20 | 0.2% | $1,934 | 加仓 |
| TPR | TAPESTRY INC COM | $83.62万 | 0.57% | 5,925 | -56 | -0.9% | -$7,903 | 减仓 |
| PEP | PEPSICO INC COM | $82.07万 | 0.56% | 5,285 | 82 | 1.6% | $1.27万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $78.54万 | 0.53% | 2,731 | -71 | -2.5% | -$2.04万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $76.52万 | 0.52% | 42,465 | 577 | 1.4% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $75.60万 | 0.51% | 3,118 | 9 | 0.3% | $2,182 | 加仓 |
| NTAP | NETAPP INC COM | $73.74万 | 0.50% | 7,201 | 188 | 2.7% | $1.93万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $72.10万 | 0.49% | 2,541 | 84 | 3.4% | $2.38万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $71.89万 | 0.49% | 20,251 | -219 | -1.1% | -$7,775 | 减仓 |
| HD | HOME DEPOT INC COM | $71.80万 | 0.49% | 2,183 | 18 | 0.8% | $5,920 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $71.79万 | 0.49% | 12,455 | 95 | 0.8% | $5,476 | 加仓 |
| ADC | AGREE RLTY CORP COM | $71.68万 | 0.48% | 9,508 | 25 | 0.3% | $1,885 | 加仓 |
| LEA | LEAR CORP COM NEW | $70.86万 | 0.48% | 5,852 | 77 | 1.3% | $9,323 | 加仓 |
| AVGO | BROADCOM INC COM | $69.53万 | 0.47% | 2,246 | -44 | -1.9% | -$1.36万 | 减仓 |
| AMZN | AMAZON COM INC COM | $69.48万 | 0.47% | 3,336 | -69 | -2.0% | -$1.44万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $68.45万 | 0.46% | 2,346 | 7 | 0.3% | $2,042 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $68.08万 | 0.46% | 15,109 | 661 | 4.6% | $2.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $68.07万 | 0.46% | 2,784 | -2 | -0.1% | -$489 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $66.40万 | 0.45% | 19,801 | -7,100 | -26.4% | -$23.81万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $65.89万 | 0.45% | 14,332 | 358 | 2.6% | $1.65万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $65.35万 | 0.44% | 12,977 | 842 | 6.9% | $4.24万 | 加仓 |
| RPM | RPM INTL INC COM | $64.74万 | 0.44% | 6,512 | 118 | 1.8% | $1.17万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $64.72万 | 0.44% | 69,068 | 1,020 | 1.5% | $9,557 | 加仓 |
| DIS | DISNEY WALT CO COM | $63.17万 | 0.43% | 6,554 | 31 | 0.5% | $2,988 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $62.68万 | 0.42% | 7,234 | -5,197 | -41.8% | -$45.03万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $60.39万 | 0.41% | 55,508 | -157 | -0.3% | -$1,708 | 减仓 |
| BX | BLACKSTONE INC COM | $60.31万 | 0.41% | 5,244 | 122 | 2.4% | $1.40万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $59.98万 | 0.41% | 8,241 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $59.73万 | 0.40% | 22,540 | -500 | -2.2% | -$1.32万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $59.21万 | 0.40% | 1,725 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $59.03万 | 0.40% | 1,716 | 32 | 1.9% | $1.10万 | 加仓 |
| D | DOMINION ENERGY INC COM | $58.09万 | 0.39% | 9,396 | 275 | 3.0% | $1.70万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $57.85万 | 0.39% | 33,595 | 1,115 | 3.4% | $1.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $56.16万 | 0.38% | 3,502 | 540 | 18.2% | $8.66万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $55.96万 | 0.38% | 6,913 | 211 | 3.1% | $1.71万 | 加仓 |
| INVH | INVITATION HOMES INC COM | $54.52万 | 0.37% | 21,939 | 308 | 1.4% | $7,654 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $54.17万 | 0.37% | 5,377 | 137 | 2.6% | $1.38万 | 加仓 |
| WMT | WALMART INC COM | $54.14万 | 0.37% | 4,356 | -3,173 | -42.1% | -$39.44万 | 减仓 |
| R | RYDER SYS INC COM | $53.53万 | 0.36% | 2,615 | -48 | -1.8% | -$9,826 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $51.26万 | 0.35% | 13,547 | 236 | 1.8% | $8,931 | 加仓 |
| TTE | TOTALENERGIES SE SPONSORED ADS | $51.16万 | 0.35% | 5,623 | 60 | 1.1% | $5,459 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $50.40万 | 0.34% | 2,385 | -46 | -1.9% | -$9,720 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $48.04万 | 0.32% | 8,010 | 101 | 1.3% | $6,057 | 加仓 |
| T | AT&T INC COM | $47.37万 | 0.32% | 16,339 | -7,626 | -31.8% | -$22.11万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $47.34万 | 0.32% | 7,785 | 263 | 3.5% | $1.60万 | 加仓 |
| GLD | SPDR GOLD SHARES | $47.16万 | 0.32% | 1,096 | -9 | -0.8% | -$3,873 | 减仓 |
| GRMN | GARMIN LTD SHS | $46.55万 | 0.31% | 2,006 | -3 | -0.1% | -$696 | 减仓 |
| MGA | MAGNA INTL INC COM | $46.33万 | 0.31% | 8,302 | 70 | 0.9% | $3,907 | 加仓 |
| HTGC | HERCULES CAPITAL INC COM | $45.78万 | 0.31% | 30,993 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $45.62万 | 0.31% | 18,796 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $45.52万 | 0.31% | 24,738 | 2,169 | 9.6% | $3.99万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $43.48万 | 0.29% | 2,218 | 28 | 1.3% | $5,489 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $43.37万 | 0.29% | 2,234 | 132 | 6.3% | $2.56万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $43.05万 | 0.29% | 4,583 | 30 | 0.7% | $2,818 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $42.65万 | 0.29% | 11,606 | 221 | 1.9% | $8,122 | 加仓 |
| VTRS | VIATRIS INC COM | $42.15万 | 0.29% | 31,197 | -15,008 | -32.5% | -$20.28万 | 减仓 |