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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $498.10万 | 3.09% | 148,865 | 3,878 | 2.7% | $12.98万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $436.36万 | 2.70% | 59,857 | -2,383 | -3.8% | -$17.37万 | 减仓 |
| QEFA | STATE STREET MSCI EAFE STRATEGICFACTORS ETF | $419.82万 | 2.60% | 43,724 | 221 | 0.5% | $2.12万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $379.59万 | 2.35% | 72,427 | 23,941 | 49.4% | $125.48万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $359.09万 | 2.22% | 37,970 | 679 | 1.8% | $6.42万 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $343.22万 | 2.13% | 52,320 | 1,795 | 3.6% | $11.78万 | 重新持有 |
| TY | TRI CONTL CORP COM | $311.02万 | 1.93% | 90,360 | -2,290 | -2.5% | -$7.88万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $307.80万 | 1.91% | 106,100 | -507 | -0.5% | -$1.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $282.11万 | 1.75% | 8,618 | -262 | -3.0% | -$8.58万 | 减仓 |
| AAPL | APPLE INC COM | $263.74万 | 1.63% | 9,114 | -301 | -3.2% | -$8.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $252.35万 | 1.56% | 5,284 | -1,753 | -24.9% | -$83.72万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $243.97万 | 1.51% | 92,062 | 859 | 0.9% | $2.28万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $231.94万 | 1.44% | 45,291 | 362 | 0.8% | $1.85万 | 加仓 |
| TJX | TJX COS INC NEW COM | $227.48万 | 1.41% | 15,015 | -1,059 | -6.6% | -$16.04万 | 减仓 |
| RTX | RTX CORPORATION COM | $179.99万 | 1.11% | 9,486 | -584 | -5.8% | -$11.08万 | 减仓 |
| ABBV | ABBVIE INC COM | $179.83万 | 1.11% | 7,146 | -387 | -5.1% | -$9.74万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $173.70万 | 1.08% | 16,314 | 115 | 0.7% | $1.22万 | 加仓 |
| GLW | CORNING INC COM | $169.18万 | 1.05% | 6,623 | -449 | -6.3% | -$11.47万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $165.89万 | 1.03% | 4,447 | 268 | 6.4% | $10.00万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $159.53万 | 0.99% | 54,560 | 480 | 0.9% | $1.40万 | 加仓 |
| JHPI | JOHN HANCOCK PREFERRED INCOME ETF | $153.07万 | 0.95% | 67,434 | 2,464 | 3.8% | $5.59万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $147.94万 | 0.92% | 37,480 | -1,562 | -4.0% | -$6.17万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $143.92万 | 0.89% | 9,183 | 89 | 1.0% | $1.39万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $142.09万 | 0.88% | 5,557 | -12 | -0.2% | -$3,068 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $140.31万 | 0.87% | 1,454 | -2,001 | -57.9% | -$193.10万 | 减仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $127.05万 | 0.79% | 29,750 | 407 | 1.4% | $1.74万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $123.62万 | 0.77% | 7,457 | -455 | -5.8% | -$7.54万 | 减仓 |
| EPR | EPR PPTYS COM SH BEN INT | $122.82万 | 0.76% | 21,172 | -799 | -3.6% | -$4.64万 | 减仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $122.56万 | 0.76% | 26,082 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $114.95万 | 0.71% | 7,867 | -27 | -0.3% | -$3,945 | 减仓 |
| NTAP | NETAPP INC COM | $111.33万 | 0.69% | 7,193 | -8 | -0.1% | -$1,238 | 减仓 |
| ETN | EATON CORP PLC SHS | $104.14万 | 0.65% | 2,444 | -359 | -12.8% | -$15.30万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $101.48万 | 0.63% | 17,612 | 306 | 1.8% | $1.76万 | 加仓 |
| SO | SOUTHERN CO COM | $101.46万 | 0.63% | 10,600 | -823 | -7.2% | -$7.88万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $97.29万 | 0.60% | 2,722 | -9 | -0.3% | -$3,217 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $95.92万 | 0.59% | 5,058 | 29 | 0.6% | $5,500 | 加仓 |
| BX | BLACKSTONE INC COM | $94.97万 | 0.59% | 8,070 | 2,826 | 53.9% | $33.26万 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $94.88万 | 0.59% | 17,183 | -51 | -0.3% | -$2,816 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $93.81万 | 0.58% | 38,040 | -7,030 | -15.6% | -$17.34万 | 减仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $90.60万 | 0.56% | 4,848 | -442 | -8.4% | -$8.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $88.60万 | 0.55% | 1,770 | -2 | -0.1% | -$1,001 | 减仓 |
| TPR | TAPESTRY INC COM | $87.87万 | 0.54% | 6,002 | 77 | 1.3% | $1.13万 | 加仓 |
| PFE | PFIZER INC COM | $86.93万 | 0.54% | 36,100 | -638 | -1.7% | -$1.54万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $82.99万 | 0.51% | 68,135 | -933 | -1.4% | -$1.14万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $80.17万 | 0.50% | 18,700 | -138 | -0.7% | -$5,916 | 减仓 |
| AMZN | AMAZON COM INC COM | $79.85万 | 0.49% | 3,350 | 14 | 0.4% | $3,337 | 加仓 |
| HD | HOME DEPOT INC COM | $79.18万 | 0.49% | 2,245 | 62 | 2.8% | $2.19万 | 加仓 |
| LEA | LEAR CORP COM NEW | $79.08万 | 0.49% | 5,898 | 46 | 0.8% | $6,167 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $78.94万 | 0.49% | 18,644 | -1,891 | -9.2% | -$8.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $78.39万 | 0.49% | 2,374 | 28 | 1.2% | $9,246 | 加仓 |
| POWL | POWELL INDS INC COM | $78.09万 | 0.48% | 2,727 | -2,631 | -49.1% | -$75.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $78.01万 | 0.48% | 2,773 | -345 | -11.1% | -$9.71万 | 减仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $76.30万 | 0.47% | 21,716 | 20,416 | 1,570.5% | $71.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $75.50万 | 0.47% | 5,976 | -696 | -10.4% | -$8.79万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $73.68万 | 0.46% | 12,739 | 284 | 2.3% | $1.64万 | 加仓 |
| RPM | RPM INTL INC COM | $73.46万 | 0.45% | 6,608 | 96 | 1.5% | $1.07万 | 加仓 |
| INVH | INVITATION HOMES INC COM | $71.79万 | 0.44% | 23,763 | 1,824 | 8.3% | $5.51万 | 加仓 |
| PEP | PEPSICO INC COM | $71.72万 | 0.44% | 5,297 | 12 | 0.2% | $1,625 | 加仓 |
| TFC | TRUIST FINL CORP COM | $71.65万 | 0.44% | 14,382 | 50 | 0.3% | $2,491 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $71.63万 | 0.44% | 2,820 | 36 | 1.3% | $9,145 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $71.52万 | 0.44% | 7,756 | -3,127 | -28.7% | -$28.84万 | 减仓 |
| ADC | AGREE RLTY CORP COM | $71.25万 | 0.44% | 9,407 | -101 | -1.1% | -$7,650 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $71.20万 | 0.44% | 2,087 | -1,415 | -40.4% | -$48.27万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $69.32万 | 0.43% | 1,727 | 11 | 0.6% | $4,416 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $68.87万 | 0.43% | 37,166 | -5,299 | -12.5% | -$9.82万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $68.73万 | 0.43% | 6,611 | -2,095 | -24.1% | -$21.78万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $68.08万 | 0.42% | 2,284 | 50 | 2.2% | $1.49万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $66.88万 | 0.41% | 13,267 | 290 | 2.2% | $1.46万 | 加仓 |
| DIS | DISNEY WALT CO COM | $64.59万 | 0.40% | 6,711 | 157 | 2.4% | $1.51万 | 加仓 |
| — | EXXONMOBIL HOLDINGS CORP COM SHS | $64.44万 | 0.40% | 4,713 | -739 | -13.6% | -$10.10万 | 减仓 |
| D | DOMINION ENERGY INC COM | $64.00万 | 0.40% | 9,372 | -24 | -0.3% | -$1,639 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $60.88万 | 0.38% | 2,547 | 6 | 0.2% | $1,434 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $59.03万 | 0.37% | 2,485 | 100 | 4.2% | $2.38万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $58.90万 | 0.36% | 54,337 | -1,171 | -2.1% | -$1.27万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $58.39万 | 0.36% | 7,464 | 230 | 3.2% | $1.80万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $58.13万 | 0.36% | 16,445 | -3,806 | -18.8% | -$13.45万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $57.96万 | 0.36% | 5,417 | 40 | 0.7% | $4,280 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $57.71万 | 0.36% | 12,792 | -2,317 | -15.3% | -$10.45万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $57.24万 | 0.35% | 7,053 | 140 | 2.0% | $1.14万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $56.37万 | 0.35% | 8,045 | 35 | 0.4% | $2,452 | 加仓 |
| MGA | MAGNA INTL INC COM | $55.27万 | 0.34% | 8,417 | 115 | 1.4% | $7,551 | 加仓 |
| AVGO | BROADCOM INC COM | $54.87万 | 0.34% | 1,452 | -794 | -35.4% | -$30.00万 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $54.19万 | 0.34% | 16,540 | -6,000 | -26.6% | -$19.66万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $53.87万 | 0.33% | 7,909 | 124 | 1.6% | $8,446 | 加仓 |
| R | RYDER SYS INC COM | $51.94万 | 0.32% | 1,969 | -646 | -24.7% | -$17.04万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $51.90万 | 0.32% | 16,235 | -3,566 | -18.0% | -$11.40万 | 减仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $51.09万 | 0.32% | 27,336 | 2,598 | 10.5% | $4.86万 | 加仓 |
| — | DUPONT DE NEMOURS INC COMMON STOCK | $49.74万 | 0.31% | 3,667 | -2,212 | -37.6% | -$30.00万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $49.64万 | 0.31% | 13,502 | -45 | -0.3% | -$1,654 | 减仓 |
| WMT | WALMART INC COM | $49.47万 | 0.31% | 4,367 | 11 | 0.3% | $1,246 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $49.38万 | 0.31% | 683 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $47.26万 | 0.29% | 2,294 | 76 | 3.4% | $1.57万 | 加仓 |
| GRMN | GARMIN LTD SHS | $47.14万 | 0.29% | 1,984 | -22 | -1.1% | -$5,227 | 减仓 |
| STWD | STARWOOD PPTY TR INC COM | $46.87万 | 0.29% | 28,613 | -4,982 | -14.8% | -$8.16万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $46.60万 | 0.29% | 1,080 | -16 | -1.5% | -$6,903 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $46.51万 | 0.29% | 11,911 | 305 | 2.6% | $1.19万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $45.37万 | 0.28% | 18,796 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $45.20万 | 0.28% | 1,276 | -449 | -26.0% | -$15.91万 | 减仓 |
| EMBD | GLOBAL X EMERGING MARKETS BOND ETF | $45.17万 | 0.28% | 18,860 | 1,090 | 6.1% | $2.61万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $44.90万 | 0.28% | 6,040 | -2,201 | -26.7% | -$16.36万 | 减仓 |