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
AAPL APPLE INC. $00.00%0 -20,381-100.0% -$517.30万 清仓
AMZN AMAZON.COM INC. $00.00%0 -13,721-100.0% -$285.80万 清仓
— HONEYWELL INTERNATIONAL $00.00%0 -5,678-100.0% -$128.30万 清仓
SPGI S&P GLOBAL INC $00.00%0 -1,031-100.0% -$43.90万 清仓
AMAT APPLIED MATERIALS $00.00%0 -890-100.0% -$30.40万 清仓
BRK/B BERKSHIRE HATHAWAY B $00.00%0 -565-100.0% -$27.10万 清仓
ADP AUTOMATIC DATA PROCESSING $00.00%0 -982-100.0% -$20.00万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -1,827-100.0% -$18.80万 清仓
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF $00.00%0 -790-100.0% -$17.30万 清仓
BMO BANK OF MONTREAL $00.00%0 -1,105-100.0% -$15.00万 清仓
BDX BECTON DICKINSON&CO $00.00%0 -910-100.0% -$14.30万 清仓
FTNT FORTINET INC $00.00%0 -1,559-100.0% -$12.70万 清仓
SCHH SCHWAB US REIT ETF $00.00%0 -4,599-100.0% -$9.90万 清仓
APD AIR PRODUCTS & CHEMICALS INC $00.00%0 -323-100.0% -$9.40万 清仓
BCI ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FR ETF $00.00%0 -3,500-100.0% -$8.50万 清仓
— SCHWAB TAX EXEMPT FUND $00.00%0 -84,445-100.0% -$8.40万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -230-100.0% -$7.00万 清仓
AEP AMER ELECTRIC PWR CO $00.00%0 -513-100.0% -$6.70万 清仓
BIDU BAIDU INC $00.00%0 -450-100.0% -$5.00万 清仓
EWTX EDGEWISE THERAPEUTICS INC $00.00%0 -1,377-100.0% -$4.30万 清仓
ALL ALLSTATE CORP $00.00%0 -77-100.0% -$1.60万 清仓
DIS WALT DISNEY CO. $00.00%0 -164-100.0% -$1.60万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -52-100.0% -$1.10万 清仓
AMGN AMGEN INC. $00.00%0 -19-100.0% -$7,000 清仓
— BITWISE 10 CRYPTO IN $00.00%0 -120-100.0% -$5,000 清仓
— COTERRA ENERGY INC $00.00%0 -48-100.0% -$2,000 清仓
MLI MUELLER INDS INC $00.00%0 -17-100.0% -$2,000 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -32-100.0% -$2,000 清仓
TOST TOAST INC $00.00%0 -57-100.0% -$2,000 清仓
MAR MARRIOTT INTERNATIONAL INC/MD $00.00%0 -7-100.0% -$2,000 清仓
MO ALTRIA GROUP INC $00.00%0 -31-100.0% -$2,000 清仓
AR ANTERO RESOURCES CORP $00.00%0 -54-100.0% -$2,000 清仓
FRHC FREEDOM HLDG CORP NEV $00.00%0 -9-100.0% -$1,000 清仓
ALB ALBEMARLE CORP $00.00%0 -5-100.0% -$1,000 清仓
MOS MOSAIC CO $00.00%0 -50-100.0% -$1,000 清仓
ILMN ILLUMINA INC $00.00%0 -10-100.0% -$1,000 清仓
ABNB AIRBNB INC $00.00%0 -10-100.0% -$1,000 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -3-100.0% -$1,000 清仓
TXT TEXTRON INC $00.00%0 -15-100.0% -$1,000 清仓
PINS PINTEREST INC $00.00%0 -40-100.0% -$1,000 清仓
EQT EQT CORP $00.00%0 -21-100.0% -$1,000 清仓
BAH BOOZ ALLEN HAMILTON $00.00%0 -12-100.0% -$1,000 清仓
APH AMPHENOL CORP $00.00%0 -11-100.0% -$1,000 清仓
MSCI MSCI INC $00.00%0 -2-100.0% -$1,000 清仓
SEIC S E I INVESTMENTS CO $00.00%0 -19-100.0% -$1,000 清仓
FWONA LIBERTY MEDIA CORP SER A $00.00%0 -17-100.0% -$1,000 清仓
DDOG DATADOG INC $00.00%0 -6-100.0% -$1,000 清仓
ALLY ALLY FINL INC $00.00%0 -32-100.0% -$1,000 清仓
CELH CELSIUS HLDGS INC $00.00%0 -29-100.0% -$1,000 清仓
BA BOEING CO $00.00%0 -5-100.0% -$1,000 清仓
ADM ARCHER DANIELS MIDLAND COMPANY $00.00%0 -7-100.0% -$1,000 清仓
MANH MANHATTAN ASSOCIATES $00.00%0 -9-100.0% -$1,000 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -27-100.0% -$1,000 清仓
ROKU ROKU INC $00.00%0 -12-100.0% -$1,000 清仓
ZS ZSCALER INC $00.00%0 -4-100.0% -$1,000 清仓
PSFE PAYSAFE LIMITED $00.00%17 00.0% — 不变
KHC KRAFT HEINZ CO/THE $00.00%8 00.0% — 不变
DOW DOW INC $00.00%7 00.0% — 不变
EVGO EVGO INC $00.00%100 00.0% — 不变
EMN EASTMAN CHEMICAL CO $00.00%2 00.0% — 不变
Z ZILLOW GROUP INC $00.00%0 -8-100.0% — 清仓
ES EVERSOURCE ENERGY $00.00%6 00.0% — 不变
PPL PPL CORP $00.00%11 00.0% — 不变
WTRG ESSENTIAL UTILS INC $00.00%7 00.0% — 不变
UPS UNITED PARCEL SERVICE $00.00%4 00.0% — 不变
EVRG EVERGY INC $00.00%5 00.0% — 不变
DBEF XTRACKERS MSCI EAFE HEDGED E $00.00%6 6— — 新建仓
LCID LUCID GROUP INC $00.00%15 15— — 新建仓
VSNT VERSANT MEDIA GROUP INC $00.00%2 2— — 新建仓
— SIDUS SPACE INC $00.00%163 163— — 新建仓
PSMR PACER FDS TR $00.00%2 2— — 新建仓
NUE NUCOR CORP $1,0000.00%5 -11-68.8% -$2,200 减仓
TKO TKO GROUP HOLDINGS INC $1,0000.00%6 -2-25.0% -$333 减仓
DECK DECKERS OUTDOOR CORP $1,0000.00%15 -5-25.0% -$333 减仓
MDT MEDTRONIC PLC $1,0000.00%18 00.0% — 不变
UI UBIQUITI INC $1,0000.00%2 -1-33.3% -$500 减仓
GWW WW GRAINGER INC $1,0000.00%1 -1-50.0% -$1,000 减仓
INTU INTUIT INC $1,0000.00%5 125.0% $200 加仓
KO COCA-COLA CO. $1,0000.00%13 00.0% — 不变
EBND SPDR SERIES TRUST $1,0000.00%41 00.0% — 不变
PYPL PAYPAL HLDGS INC $1,0000.00%15 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $1,0000.00%62 00.0% — 不变
FSLR FIRST SOLAR INC $1,0000.00%6 00.0% — 不变
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC $1,0000.00%8 00.0% — 不变
ULTA ULTA BEAUTY INC $1,0000.00%2 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $1,0000.00%21 00.0% — 不变
EXEL EXELIXIS INC $1,0000.00%26 00.0% — 不变
PSA PUBLIC STORAGE $1,0000.00%4 -1-20.0% -$250 减仓
NIO NIO INC $1,0000.00%174 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $1,0000.00%4 00.0% — 不变
PNW PINNACLE WEST CAP $1,0000.00%9 00.0% — 不变
Q QNITY ELECTRONICS INC $1,0000.00%9 00.0% — 不变
WM WASTE MGMT INC DEL $1,0000.00%4 00.0% — 不变
CLX CLOROX CO COM $1,0000.00%10 10— $1,000 新建仓
LVS LAS VEGAS SANDS CORP $1,0000.00%29 29— $1,000 新建仓
ZTS ZOETIS INC $1,0000.00%9 9— $1,000 新建仓
CIEN CIENA CORP $1,0000.00%2 2— $1,000 新建仓
CINF CINCINNATI FINL $1,0000.00%8 8— $1,000 新建仓
HL HECLA MNG CO $1,0000.00%97 97— $1,000 新建仓
ROL ROLLINS INC $1,0000.00%20 20— $1,000 新建仓