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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $1,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SEIC | S E I INVESTMENTS CO | $1,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP SER A | $1,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HLDG CORP NEV | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $1,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STRL | STERLING CONSTR INC | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $1,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1,000 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MCO | MOODY78S CORP | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $1,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTERNATIONAL INC | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $1,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA CO. | $1,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $1,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES SHORT-TERM CORPORATE | $0 | 0.00% | 0 | -40,320 | -100.0% | -$213.20万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -18,228 | -100.0% | -$130.20万 | 清仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,200 | -100.0% | -$17.10万 | 清仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,536 | -100.0% | -$3.60万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$6,000 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -28 | -100.0% | -$2,000 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -125 | -100.0% | -$2,000 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE | $0 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $0 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO/THE | $0 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $0 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PSFE | PAYSAFE LIMITED | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEMICAL CO | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |