Winthrop Capital Management, LLC
Carmel IN · SEC CIK 0002010657
$4.15亿2026Q2 申报市值
351持仓数
42.2%前十大占比 · 第一大 10.5%
50 / 56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
NFLX 加仓+$95.86万
SPY 加仓+$64.90万
HONA 新建仓+$62.70万
VST 新建仓+$58.90万
JBBB 新建仓+$20.00万
2026Q2 卖出最多 按季末市值估算
AAPL 清仓-$517.30万
AMZN 清仓-$285.80万
IVV 减仓-$159.14万
RSP 减仓-$132.86万
HONEYWELL INTERN 清仓-$128.30万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC. | $0 | 0.00% | 0 | -20,381 | -100.0% | -$517.30万 | 清仓 |
| AMZN | AMAZON.COM INC. | $0 | 0.00% | 0 | -13,721 | -100.0% | -$285.80万 | 清仓 |
| — | HONEYWELL INTERNATIONAL | $0 | 0.00% | 0 | -5,678 | -100.0% | -$128.30万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$43.90万 | 清仓 |
| AMAT | APPLIED MATERIALS | $0 | 0.00% | 0 | -890 | -100.0% | -$30.40万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $0 | 0.00% | 0 | -565 | -100.0% | -$27.10万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING | $0 | 0.00% | 0 | -982 | -100.0% | -$20.00万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,827 | -100.0% | -$18.80万 | 清仓 |
| GLTR | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $0 | 0.00% | 0 | -790 | -100.0% | -$17.30万 | 清仓 |
| BMO | BANK OF MONTREAL | $0 | 0.00% | 0 | -1,105 | -100.0% | -$15.00万 | 清仓 |
| BDX | BECTON DICKINSON&CO | $0 | 0.00% | 0 | -910 | -100.0% | -$14.30万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -1,559 | -100.0% | -$12.70万 | 清仓 |
| SCHH | SCHWAB US REIT ETF | $0 | 0.00% | 0 | -4,599 | -100.0% | -$9.90万 | 清仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $0 | 0.00% | 0 | -323 | -100.0% | -$9.40万 | 清仓 |
| BCI | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FR ETF | $0 | 0.00% | 0 | -3,500 | -100.0% | -$8.50万 | 清仓 |
| — | SCHWAB TAX EXEMPT FUND | $0 | 0.00% | 0 | -84,445 | -100.0% | -$8.40万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -230 | -100.0% | -$7.00万 | 清仓 |
| AEP | AMER ELECTRIC PWR CO | $0 | 0.00% | 0 | -513 | -100.0% | -$6.70万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -450 | -100.0% | -$5.00万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,377 | -100.0% | -$4.30万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$1.60万 | 清仓 |
| DIS | WALT DISNEY CO. | $0 | 0.00% | 0 | -164 | -100.0% | -$1.60万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.10万 | 清仓 |
| AMGN | AMGEN INC. | $0 | 0.00% | 0 | -19 | -100.0% | -$7,000 | 清仓 |
| — | BITWISE 10 CRYPTO IN | $0 | 0.00% | 0 | -120 | -100.0% | -$5,000 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -48 | -100.0% | -$2,000 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,000 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -32 | -100.0% | -$2,000 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -57 | -100.0% | -$2,000 | 清仓 |
| MAR | MARRIOTT INTERNATIONAL INC/MD | $0 | 0.00% | 0 | -7 | -100.0% | -$2,000 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,000 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$2,000 | 清仓 |
| FRHC | FREEDOM HLDG CORP NEV | $0 | 0.00% | 0 | -9 | -100.0% | -$1,000 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,000 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -50 | -100.0% | -$1,000 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,000 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,000 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,000 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$1,000 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON | $0 | 0.00% | 0 | -12 | -100.0% | -$1,000 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,000 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| SEIC | S E I INVESTMENTS CO | $0 | 0.00% | 0 | -19 | -100.0% | -$1,000 | 清仓 |
| FWONA | LIBERTY MEDIA CORP SER A | $0 | 0.00% | 0 | -17 | -100.0% | -$1,000 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -32 | -100.0% | -$1,000 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1,000 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -5 | -100.0% | -$1,000 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $0 | 0.00% | 0 | -7 | -100.0% | -$1,000 | 清仓 |
| MANH | MANHATTAN ASSOCIATES | $0 | 0.00% | 0 | -9 | -100.0% | -$1,000 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -27 | -100.0% | -$1,000 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,000 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,000 | 清仓 |
| PSFE | PAYSAFE LIMITED | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO/THE | $0 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $0 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEMICAL CO | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -8 | -100.0% | — | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $0 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE | $0 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED E | $0 | 0.00% | 6 | 6 | — | — | 新建仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 15 | 15 | — | — | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| — | SIDUS SPACE INC | $0 | 0.00% | 163 | 163 | — | — | 新建仓 |
| PSMR | PACER FDS TR | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| NUE | NUCOR CORP | $1,000 | 0.00% | 5 | -11 | -68.8% | -$2,200 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,000 | 0.00% | 6 | -2 | -25.0% | -$333 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,000 | 0.00% | 15 | -5 | -25.0% | -$333 | 减仓 |
| MDT | MEDTRONIC PLC | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $1,000 | 0.00% | 2 | -1 | -33.3% | -$500 | 减仓 |
| GWW | WW GRAINGER INC | $1,000 | 0.00% | 1 | -1 | -50.0% | -$1,000 | 减仓 |
| INTU | INTUIT INC | $1,000 | 0.00% | 5 | 1 | 25.0% | $200 | 加仓 |
| KO | COCA-COLA CO. | $1,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $1,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1,000 | 0.00% | 4 | -1 | -20.0% | -$250 | 减仓 |
| NIO | NIO INC | $1,000 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO COM | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $1,000 | 0.00% | 29 | 29 | — | $1,000 | 新建仓 |
| ZTS | ZOETIS INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| CIEN | CIENA CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| CINF | CINCINNATI FINL | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| HL | HECLA MNG CO | $1,000 | 0.00% | 97 | 97 | — | $1,000 | 新建仓 |
| ROL | ROLLINS INC | $1,000 | 0.00% | 20 | 20 | — | $1,000 | 新建仓 |