Winthrop Capital Management, LLC
Carmel IN · SEC CIK 0002010657
$3.90亿2026Q1 申报市值
356持仓数
39.4%前十大占比 · 第一大 8.2%
0 / 7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
BITB 加仓+$52.60万
IEMG 加仓+$34.02万
NVDA 加仓+$26.98万
GOOGL 加仓+$26.86万
SCHF 加仓+$22.35万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,034.94万
IEFA 减仓-$220.02万
IGSB 清仓-$213.20万
IVV 减仓-$206.66万
IEF 减仓-$189.63万
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 |
|---|---|---|---|---|---|---|---|---|
| IWO | RUSSELL 2000 GROWTH INDEX | $8.00万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| — | SCHWAB TAX EXEMPT FUND | $8.40万 | 0.02% | 84,445 | 0 | 0.0% | — | 不变 |
| BCI | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FR ETF | $8.50万 | 0.02% | 3,500 | -19,154 | -84.6% | -$46.52万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $8.50万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $8.70万 | 0.02% | 2,593 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $9.10万 | 0.02% | 814 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS INDEX | $9.20万 | 0.02% | 1,615 | -6,718 | -80.6% | -$38.27万 | 减仓 |
| QUAL | ISHARES TR | $9.20万 | 0.02% | 482 | 1 | 0.2% | $191 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $9.40万 | 0.02% | 323 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $9.50万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $9.70万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US REIT ETF | $9.90万 | 0.03% | 4,599 | -37,592 | -89.1% | -$80.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $9.90万 | 0.03% | 498 | 111 | 28.7% | $2.21万 | 加仓 |
| CGON | CG ONCOLOGY INC | $9.90万 | 0.03% | 1,467 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $10.20万 | 0.03% | 719 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $10.40万 | 0.03% | 614 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $10.40万 | 0.03% | 768 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL | $10.50万 | 0.03% | 633 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $11.80万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $12.60万 | 0.03% | 1,650 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $12.70万 | 0.03% | 1,559 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.80万 | 0.03% | 3,324 | 930 | 38.8% | $3.58万 | 加仓 |
| UNP | UNION PACIFIC CORP | $13.20万 | 0.03% | 542 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $14.00万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON&CO | $14.30万 | 0.04% | 910 | 269 | 42.0% | $4.23万 | 加仓 |
| T | AT&T INC | $14.70万 | 0.04% | 5,083 | 53 | 1.1% | $1,533 | 加仓 |
| SLYV | SPDR SERIES TRUST | $14.90万 | 0.04% | 1,579 | -12 | -0.8% | -$1,132 | 减仓 |
| BMO | BANK OF MONTREAL | $15.00万 | 0.04% | 1,105 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $15.00万 | 0.04% | 1,616 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A/S | $15.10万 | 0.04% | 4,108 | 750 | 22.3% | $2.76万 | 加仓 |
| GIS | GENERAL MILLS INC. | $15.90万 | 0.04% | 4,259 | 33 | 0.8% | $1,232 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC. | $16.90万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPREC ETF | $16.90万 | 0.04% | 784 | 160 | 25.6% | $3.45万 | 加仓 |
| GLTR | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $17.30万 | 0.04% | 790 | -3,300 | -80.7% | -$72.27万 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $17.50万 | 0.04% | 3,264 | -1,569 | -32.5% | -$8.41万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $17.60万 | 0.05% | 1,322 | 28 | 2.2% | $3,728 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $17.80万 | 0.05% | 1,422 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDUSTRIES ADR-EACH | $18.10万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL CAP VALUE | $18.10万 | 0.05% | 1,525 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $18.80万 | 0.05% | 1,827 | -100 | -5.2% | -$1.03万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $20.00万 | 0.05% | 982 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.80万 | 0.05% | 1,618 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.40万 | 0.05% | 881 | 210 | 31.3% | $5.10万 | 加仓 |
| CAT | CATERPILLAR INC COM | $21.50万 | 0.06% | 304 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $22.00万 | 0.06% | 3,978 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $24.80万 | 0.06% | 1,143 | 100 | 9.6% | $2.17万 | 加仓 |
| VIS | VANGUARD WORLD FD | $25.00万 | 0.06% | 801 | 1 | 0.1% | $312 | 加仓 |
| EQIX | EQUINIX INC | $25.50万 | 0.07% | 260 | 81 | 45.3% | $7.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP. | $26.20万 | 0.07% | 434 | 40 | 10.2% | $2.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $26.60万 | 0.07% | 3,696 | 1,381 | 59.7% | $9.94万 | 加仓 |
| EFA | MSCI EAFE INDEX | $26.80万 | 0.07% | 2,759 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY B | $27.10万 | 0.07% | 565 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P 400 MID CAP GROWTH INDEX | $27.80万 | 0.07% | 2,758 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC. | $28.50万 | 0.07% | 2,666 | 686 | 34.6% | $7.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.60万 | 0.07% | 3,610 | -5,248 | -59.2% | -$41.58万 | 减仓 |
| IGLB | ISHARES LONG-TERM CORPORATE | $29.30万 | 0.08% | 5,897 | 51 | 0.9% | $2,534 | 加仓 |
| IAU | ISHARES GOLD ETF | $30.20万 | 0.08% | 3,422 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS | $30.40万 | 0.08% | 890 | -14 | -1.5% | -$4,782 | 减仓 |
| SPG | SIMON PROPERTY GROUP | $32.20万 | 0.08% | 1,727 | 2 | 0.1% | $373 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $33.10万 | 0.08% | 3,400 | -42 | -1.2% | -$4,089 | 减仓 |
| DTCR | GLOBAL X FDS | $33.70万 | 0.09% | 14,052 | 9,121 | 185.0% | $21.87万 | 加仓 |
| PFE | PFIZER INC. | $35.30万 | 0.09% | 12,575 | 422 | 3.5% | $1.18万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $36.20万 | 0.09% | 7,431 | -495 | -6.2% | -$2.41万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $36.50万 | 0.09% | 12,723 | -1,455 | -10.3% | -$4.17万 | 减仓 |
| DTE | DTE ENERGY CO COM | $36.50万 | 0.09% | 2,497 | -7 | -0.3% | -$1,023 | 减仓 |
| SCHB | SCHWAB US BRD MKT ETF | $37.50万 | 0.10% | 14,944 | -57 | -0.4% | -$1,430 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE INDEX ETF | $41.50万 | 0.11% | 1,909 | -120 | -5.9% | -$2.61万 | 减仓 |
| TSN | TYSON FOODS INC | $43.80万 | 0.11% | 6,841 | 429 | 6.7% | $2.75万 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.90万 | 0.11% | 1,031 | 64 | 6.6% | $2.73万 | 加仓 |
| SLB | SCHLUMBERGER LTD. | $49.10万 | 0.13% | 9,555 | 3,111 | 48.3% | $15.99万 | 加仓 |
| CIM | CHIMERA INVT CORP | $50.20万 | 0.13% | 40,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $55.70万 | 0.14% | 2,675 | 8 | 0.3% | $1,666 | 加仓 |
| WFC | WELLS FARGO & CO. | $60.00万 | 0.15% | 7,540 | -20 | -0.3% | -$1,592 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY B | $60.30万 | 0.15% | 6,323 | -19,884 | -75.9% | -$189.63万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $60.70万 | 0.16% | 4,424 | 260 | 6.2% | $3.57万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $61.70万 | 0.16% | 2,488 | -26 | -1.0% | -$6,448 | 减仓 |
| PLD | PROLOGIS INC. | $61.80万 | 0.16% | 4,675 | 251 | 5.7% | $3.32万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $62.40万 | 0.16% | 5,417 | -1,266 | -18.9% | -$14.58万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $62.80万 | 0.16% | 2,188 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $62.90万 | 0.16% | 3,242 | 12 | 0.4% | $2,328 | 加仓 |
| MCD | MCDONALDS | $68.10万 | 0.17% | 2,192 | 6 | 0.3% | $1,864 | 加仓 |
| GOOG | ALPHABET INC | $69.60万 | 0.18% | 2,426 | 114 | 4.9% | $3.27万 | 加仓 |
| APA | APA CORPORATION | $70.00万 | 0.18% | 16,502 | 1,411 | 9.3% | $5.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.50万 | 0.19% | 2,680 | 174 | 6.9% | $4.71万 | 加仓 |
| LOW | LOWES COMPANIES INC | $72.60万 | 0.19% | 3,071 | 218 | 7.6% | $5.15万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $72.80万 | 0.19% | 7,539 | 135 | 1.8% | $1.30万 | 加仓 |
| META | META PLATFORMS INC | $77.50万 | 0.20% | 1,355 | 166 | 14.0% | $9.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $81.60万 | 0.21% | 6,182 | 242 | 4.1% | $3.19万 | 加仓 |
| EMXC | ISHARES INC | $86.60万 | 0.22% | 11,010 | -1,014 | -8.4% | -$7.98万 | 减仓 |
| IJH | ISHARES S&P 400 MID CAP ETF | $87.50万 | 0.22% | 12,955 | 3 | 0.0% | $203 | 加仓 |
| IJR | ISHARES S&P 600 SMALL CAP ETF | $88.90万 | 0.23% | 7,150 | 0 | 0.0% | — | 不变 |
| HD | THE HOME DEPOT INC. | $89.50万 | 0.23% | 2,721 | -7 | -0.3% | -$2,302 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $90.30万 | 0.23% | 3,448 | -168 | -4.6% | -$4.40万 | 减仓 |
| SU | SUNCOR ENERGY | $90.30万 | 0.23% | 13,664 | 270 | 2.0% | $1.78万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC. | $90.70万 | 0.23% | 1,845 | 81 | 4.6% | $3.98万 | 加仓 |
| ABBV | ABBVIE INC | $93.60万 | 0.24% | 4,303 | 87 | 2.1% | $1.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO. | $96.20万 | 0.25% | 6,657 | 40 | 0.6% | $5,780 | 加仓 |
| USB | US BANCORP | $96.50万 | 0.25% | 18,548 | 102 | 0.6% | $5,307 | 加仓 |
| YUM | YUM! BRANDS INC | $114.90万 | 0.29% | 7,391 | -585 | -7.3% | -$9.09万 | 减仓 |
| CVX | CHEVRON CORP. | $117.40万 | 0.30% | 5,673 | 168 | 3.1% | $3.48万 | 加仓 |