13F 机构持仓

Winthrop Capital Management, LLC

Carmel IN · SEC CIK 0002010657

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VGT 10.5%
LLY 5.2%
SPSB 4.9%
SCHX 4.7%
VFH 3.3%
SCHD 3.2%
IEFA 3.0%
RSP 2.5%
XLV 2.5%
XLC 2.4%

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
NEM NEWMONT GOLDCORP CORP $2.30万0.01%250 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $2.30万0.01%2,119 311.5% $336 加仓
IWS ISHARES RUSSELL MID-CAP VALU $2.30万0.01%139 00.0% — 不变
NUSC NUSHARES ETF TR $2.40万0.01%452 00.0% — 不变
AIQ GLOBAL X FDS $2.40万0.01%373 00.0% — 不变
USIG ISHARES BROAD USD IG CORPORATE BOND $2.50万0.01%485 00.0% — 不变
VNLA JANUS DETROIT STR TR $2.60万0.01%534 20.4% $97 加仓
SPIB SPDR SERIES TRUST $2.60万0.01%777 00.0% — 不变
MP MP MATERIALS CORP $2.60万0.01%460 00.0% — 不变
BSV VANGUARD BOND INDEX FUND $2.70万0.01%347 00.0% — 不变
CMG CHIPOTLE MEXICAN GRL $2.70万0.01%781 00.0% — 不变
SBUX STARBUCKS CORP $2.70万0.01%262 00.0% — 不变
VOR VOR BIOPHARMA INC $2.70万0.01%1,481 1,481— $2.70万 新建仓
ONEY SPDR SERIES TRUST $2.90万0.01%225 00.0% — 不变
CSGP COSTAR GROUP INC $3.10万0.01%1,087 181.7% $513 加仓
LULU LULULEMON ATHLETICA $3.30万0.01%286 51.8% $577 加仓
ESGD ISHARES TR $3.30万0.01%323 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3.30万0.01%1,842 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $3.80万0.01%1,626 00.0% — 不变
TFC TRUIST FINL CORP $4.20万0.01%840 00.0% — 不变
NKE NIKE INC. $4.30万0.01%1,048 00.0% — 不变
MU MICRON TECHNOLOGY $4.30万0.01%38 -5-11.6% -$5,658 减仓
NOW SERVICENOW INC $4.30万0.01%430 430— $4.30万 新建仓
NWN NORTHWEST NAT HLDG CO $4.40万0.01%900 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $4.50万0.01%767 00.0% — 不变
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF $4.50万0.01%524 00.0% — 不变
ESGE ISHARES INC $4.50万0.01%824 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $4.60万0.01%1,095 00.0% — 不变
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $4.70万0.01%566 00.0% — 不变
DVY DOW JONES SELECT DIVIDEND INDEX $4.80万0.01%304 00.0% — 不变
ECL ECOLAB INC $4.90万0.01%176 00.0% — 不变
SCHV SCHWAB US LARGE CAP VALUE ETF $4.90万0.01%1,412 00.0% — 不变
VYMI VANGUARD INT HIGH DVD YLD ETF $5.10万0.01%517 51.0% $493 加仓
XOP SPDR SERIES TRUST $5.20万0.01%338 20.6% $308 加仓
BIL SPDR SERIES TRUST $5.40万0.01%589 00.0% — 不变
IUSV ISHARES CORE S&P U.S. VALUE ETF $5.40万0.01%488 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $5.90万0.01%795 795— $5.90万 新建仓
SSNC SS&C TECH HLDGS $6.20万0.01%994 46788.6% $2.91万 加仓
VYM VANGUARD HIGH DIVIDEND YIELD ETF $6.50万0.02%409 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $6.50万0.02%206 63.0% $1,893 加仓
MA MASTERCARD INCORPORATED $6.60万0.02%128 00.0% — 不变
ACN ACCENTURE PLC IRELAND $6.70万0.02%538 408.0% $4,981 加仓
LAMR LAMAR ADVERTISING CO A $6.70万0.02%432 432— $6.70万 新建仓
ARKK ARK ETF TR $7.00万0.02%862 10013.1% $8,121 加仓
O REALTY INCOME CORP $7.10万0.02%1,142 00.0% — 不变
EIX EDISON INTERNATIONAL $7.10万0.02%960 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $7.30万0.02%1,200 00.0% — 不变
EL ESTEE LAUDER CO $7.40万0.02%942 00.0% — 不变
ITM VANECK ETF TRUST $7.80万0.02%1,663 00.0% — 不变
IGV ISHARES NORTH AMERICAN TECH- $8.00万0.02%885 00.0% — 不变
KMI KINDER MORGAN INC DEL $8.30万0.02%2,593 00.0% — 不变
TROW PRICE T ROWE GROUP INC $9.30万0.02%822 00.0% — 不变
GEV GE VERNOVA INC $9.50万0.02%81 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $9.70万0.02%2,064 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH $9.90万0.02%800 00.0% — 不变
IWO RUSSELL 2000 GROWTH INDEX $10.00万0.02%255 00.0% — 不变
CTAS CINTAS CORP $10.40万0.03%614 00.0% — 不变
CGON CG ONCOLOGY INC $10.40万0.03%1,467 00.0% — 不变
T AT&T INC $10.60万0.03%5,136 531.0% $1,094 加仓
QUAL ISHARES TR $10.60万0.03%483 10.2% $219 加仓
IBIT ISHARES BITCOIN TRUST ETF $10.70万0.03%3,211 -113-3.4% -$3,765 减仓
ESGV VANGUARD ESG U.S. STOCK ETF $10.80万0.03%814 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS INDEX $11.10万0.03%1,617 20.1% $137 加仓
ABVX ABIVAX SA $11.40万0.03%856 856— $11.40万 新建仓
PM PHILIP MORRIS INTL $11.50万0.03%633 00.0% — 不变
— RENAISSANCE IPO ETF $11.50万0.03%1,929 52937.8% $3.15万 加仓
ESGU ISHARES TR $11.80万0.03%719 00.0% — 不变
SHEL SHELL PLC $12.50万0.03%1,616 00.0% — 不变
FALN ISHARES TR $12.90万0.03%4,740 4,740— $12.90万 新建仓
HYEM VANECK ETF TRUST $12.90万0.03%6,400 6,400— $12.90万 新建仓
IWB ISHARES RUSSELL 1000 $13.50万0.03%330 00.0% — 不变
MTUM ISHARES TR $13.50万0.03%395 10.3% $342 加仓
BABA ALIBABA GROUP HLDG LTD $14.10万0.03%1,472 503.5% $4,789 加仓
VDC VANGUARD WORLD FD $14.10万0.03%625 00.0% — 不变
SPYM SPDR SERIES TRUST $14.50万0.03%1,650 00.0% — 不变
UNP UNION PACIFIC CORP $14.70万0.04%542 00.0% — 不变
SHYG ISHARES TR $14.90万0.04%3,520 3,50017,500.0% $14.82万 加仓
GIS GENERAL MILLS INC. $15.00万0.04%4,301 421.0% $1,465 加仓
RSPD INVESCO EXCHANGE TRADED FD T $16.60万0.04%2,969 -295-9.0% -$1.65万 减仓
SLYV SPDR SERIES TRUST $17.20万0.04%1,580 10.1% $109 加仓
ITW ILLINOIS TOOL WORKS INC. $17.50万0.04%647 -3-0.5% -$811 减仓
ADBE ADOBE INC $18.10万0.04%883 20.2% $410 加仓
VIG VANGUARD DIVIDEND APPREC ETF $18.60万0.04%784 00.0% — 不变
GLW CORNING INC $19.60万0.05%768 00.0% — 不变
JBBB JANUS DETROIT STR TR $20.00万0.05%4,230 4,230— $20.00万 新建仓
— TEVA PHARMACEUTICAL INDUSTRIES ADR-EACH $20.30万0.05%6,000 00.0% — 不变
GSK GSK PLC $20.90万0.05%3,978 00.0% — 不变
NVO NOVO NORDISK A/S $21.00万0.05%4,371 2636.4% $1.26万 加仓
LMT LOCKHEED MARTIN CORP. $22.30万0.05%438 40.9% $2,037 加仓
IAU ISHARES GOLD ETF $22.80万0.05%3,022 -400-11.7% -$3.02万 减仓
XLK SELECT SECTOR SPDR TR $25.20万0.06%1,322 00.0% — 不变
FDS FACTSET RESEARCH SYSTEMS INC $26.50万0.06%1,151 80.7% $1,842 加仓
UBER UBER TECHNOLOGIES INC $26.70万0.06%3,694 -2-0.1% -$145 减仓
EQIX EQUINIX INC $27.40万0.07%263 31.2% $3,125 加仓
VCSH VANGUARD SCOTTSDALE FDS $28.60万0.07%3,614 40.1% $317 加仓
EFA MSCI EAFE INDEX $28.70万0.07%2,759 00.0% — 不变
VIS VANGUARD WORLD FD $28.90万0.07%801 00.0% — 不变
IGLB ISHARES LONG-TERM CORPORATE $29.50万0.07%5,897 00.0% — 不变
QCOM QUALCOMM INC $29.90万0.07%1,618 00.0% — 不变
YUMC YUM CHINA HLDGS INC $30.40万0.07%7,431 00.0% — 不变