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 |
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $36.20万 | 0.09% | 7,431 | -495 | -6.2% | -$2.41万 | 减仓 |
| PFE | PFIZER INC. | $35.30万 | 0.09% | 12,575 | 422 | 3.5% | $1.18万 | 加仓 |
| DTCR | GLOBAL X FDS | $33.70万 | 0.09% | 14,052 | 9,121 | 185.0% | $21.87万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $33.10万 | 0.08% | 3,400 | -42 | -1.2% | -$4,089 | 减仓 |
| SPG | SIMON PROPERTY GROUP | $32.20万 | 0.08% | 1,727 | 2 | 0.1% | $373 | 加仓 |
| AMAT | APPLIED MATERIALS | $30.40万 | 0.08% | 890 | -14 | -1.5% | -$4,782 | 减仓 |
| IAU | ISHARES GOLD ETF | $30.20万 | 0.08% | 3,422 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES LONG-TERM CORPORATE | $29.30万 | 0.08% | 5,897 | 51 | 0.9% | $2,534 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.60万 | 0.07% | 3,610 | -5,248 | -59.2% | -$41.58万 | 减仓 |
| PPG | PPG INDUSTRIES INC. | $28.50万 | 0.07% | 2,666 | 686 | 34.6% | $7.33万 | 加仓 |
| IJK | ISHARES S&P 400 MID CAP GROWTH INDEX | $27.80万 | 0.07% | 2,758 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY B | $27.10万 | 0.07% | 565 | 0 | 0.0% | — | 不变 |
| EFA | MSCI EAFE INDEX | $26.80万 | 0.07% | 2,759 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.60万 | 0.07% | 3,696 | 1,381 | 59.7% | $9.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP. | $26.20万 | 0.07% | 434 | 40 | 10.2% | $2.41万 | 加仓 |
| EQIX | EQUINIX INC | $25.50万 | 0.07% | 260 | 81 | 45.3% | $7.94万 | 加仓 |
| VIS | VANGUARD WORLD FD | $25.00万 | 0.06% | 801 | 1 | 0.1% | $312 | 加仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $24.80万 | 0.06% | 1,143 | 100 | 9.6% | $2.17万 | 加仓 |
| GSK | GSK PLC | $22.00万 | 0.06% | 3,978 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $21.50万 | 0.06% | 304 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.40万 | 0.05% | 881 | 210 | 31.3% | $5.10万 | 加仓 |
| QCOM | QUALCOMM INC | $20.80万 | 0.05% | 1,618 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING | $20.00万 | 0.05% | 982 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $18.80万 | 0.05% | 1,827 | -100 | -5.2% | -$1.03万 | 减仓 |
| — | 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 |
| BABA | ALIBABA GROUP HLDG LTD | $17.80万 | 0.05% | 1,422 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $17.60万 | 0.05% | 1,322 | 28 | 2.2% | $3,728 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $17.50万 | 0.04% | 3,264 | -1,569 | -32.5% | -$8.41万 | 减仓 |
| GLTR | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $17.30万 | 0.04% | 790 | -3,300 | -80.7% | -$72.27万 | 减仓 |
| 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 |
| GIS | GENERAL MILLS INC. | $15.90万 | 0.04% | 4,259 | 33 | 0.8% | $1,232 | 加仓 |
| NVO | NOVO NORDISK A/S | $15.10万 | 0.04% | 4,108 | 750 | 22.3% | $2.76万 | 加仓 |
| 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 |
| SLYV | SPDR SERIES TRUST | $14.90万 | 0.04% | 1,579 | -12 | -0.8% | -$1,132 | 减仓 |
| T | AT&T INC | $14.70万 | 0.04% | 5,083 | 53 | 1.1% | $1,533 | 加仓 |
| BDX | BECTON DICKINSON&CO | $14.30万 | 0.04% | 910 | 269 | 42.0% | $4.23万 | 加仓 |
| VDC | VANGUARD WORLD FD | $14.00万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $13.20万 | 0.03% | 542 | 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 |
| FTNT | FORTINET INC | $12.70万 | 0.03% | 1,559 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $12.60万 | 0.03% | 1,650 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $11.80万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL | $10.50万 | 0.03% | 633 | 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 |
| ESGU | ISHARES TR | $10.20万 | 0.03% | 719 | 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 |
| VMBS | VANGUARD SCOTTSDALE FDS | $9.70万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $9.50万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $9.40万 | 0.02% | 323 | 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 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $9.10万 | 0.02% | 814 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $8.70万 | 0.02% | 2,593 | 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 |
| — | SCHWAB TAX EXEMPT FUND | $8.40万 | 0.02% | 84,445 | 0 | 0.0% | — | 不变 |
| IWO | RUSSELL 2000 GROWTH INDEX | $8.00万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $7.70万 | 0.02% | 1,663 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $7.40万 | 0.02% | 822 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES NORTH AMERICAN TECH- | $7.10万 | 0.02% | 885 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.10万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7.00万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $7.00万 | 0.02% | 1,142 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTERNATIONAL | $7.00万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER CO | $6.80万 | 0.02% | 942 | -406 | -30.1% | -$2.93万 | 减仓 |
| AEP | AMER ELECTRIC PWR CO | $6.70万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6.50万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $6.40万 | 0.02% | 128 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $6.10万 | 0.02% | 409 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $6.10万 | 0.02% | 336 | 1 | 0.3% | $182 | 加仓 |
| — | RENAISSANCE IPO ETF | $5.90万 | 0.02% | 1,400 | -100 | -6.7% | -$4,214 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.50万 | 0.01% | 1,095 | -1,101 | -50.1% | -$5.53万 | 减仓 |
| NKE | NIKE INC. | $5.50万 | 0.01% | 1,048 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.50万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $5.40万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $5.20万 | 0.01% | 762 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $5.00万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P U.S. VALUE ETF | $5.00万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INT HIGH DVD YLD ETF | $4.80万 | 0.01% | 512 | 2 | 0.4% | $188 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $4.80万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $4.70万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4.60万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| DVY | DOW JONES SELECT DIVIDEND INDEX | $4.60万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $4.50万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $4.30万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4.30万 | 0.01% | 1,377 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $4.30万 | 0.01% | 1,069 | 723 | 209.0% | $2.91万 | 加仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $4.30万 | 0.01% | 1,412 | 800 | 130.7% | $2.44万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.10万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $3.90万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $3.70万 | 0.01% | 1,626 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $3.70万 | 0.01% | 824 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $3.60万 | 0.01% | 527 | 483 | 1,097.7% | $3.30万 | 加仓 |
| ESGD | ISHARES TR | $3.10万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |