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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $3,207.60万 | 8.23% | 45,973 | -126 | -0.3% | -$8.79万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,035.60万 | 5.22% | 676,963 | -10,924 | -1.6% | -$32.85万 | 减仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $1,688.30万 | 4.33% | 658,461 | -2,262 | -0.3% | -$5.80万 | 减仓 |
| LLY | ELI LILLY & CO. | $1,645.70万 | 4.22% | 17,892 | 94 | 0.5% | $8.65万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,330.20万 | 3.41% | 433,576 | -46,793 | -9.7% | -$143.56万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1,246.20万 | 3.20% | 103,156 | -1,286 | -1.2% | -$15.54万 | 减仓 |
| IEFA | ISHARES TR | $1,162.00万 | 2.98% | 128,356 | -24,304 | -15.9% | -$220.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,053.00万 | 2.70% | 54,867 | -6,988 | -11.3% | -$134.11万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,032.30万 | 2.65% | 93,113 | 683 | 0.7% | $7.57万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $963.80万 | 2.47% | 116,467 | -991 | -0.8% | -$8.20万 | 减仓 |
| USMV | ISHARES TR | $944.10万 | 2.42% | 101,805 | -10,679 | -9.5% | -$99.03万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $937.70万 | 2.40% | 63,960 | -343 | -0.5% | -$5.03万 | 减仓 |
| LQD | ISHARES IBOXX IG CORP BOND | $921.70万 | 2.36% | 84,566 | -8,083 | -8.7% | -$88.10万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $898.90万 | 2.31% | 363,193 | 9,029 | 2.5% | $22.35万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $856.50万 | 2.20% | 78,595 | 635 | 0.8% | $6.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $711.70万 | 1.83% | 40,809 | 1,547 | 3.9% | $26.98万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $639.30万 | 1.64% | 39,527 | -887 | -2.2% | -$14.35万 | 减仓 |
| VUG | VANGUARD GROWTH | $621.00万 | 1.59% | 14,216 | 255 | 1.8% | $11.14万 | 加仓 |
| GOOGL | ALPHABET INC | $615.80万 | 1.58% | 21,413 | 934 | 4.6% | $26.86万 | 加仓 |
| MBB | ISHARES MBS ETF | $612.00万 | 1.57% | 64,457 | -607 | -0.9% | -$5.76万 | 减仓 |
| VTV | VANGUARD VALUE | $605.70万 | 1.55% | 30,869 | -266 | -0.9% | -$5.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $595.70万 | 1.53% | 64,131 | 371 | 0.6% | $3.45万 | 加仓 |
| IEMG | ISHARES INC | $558.30万 | 1.43% | 80,044 | 4,877 | 6.5% | $34.02万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $532.60万 | 1.37% | 8,154 | -3,164 | -28.0% | -$206.66万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $524.80万 | 1.35% | 225,022 | -45,376 | -16.8% | -$105.83万 | 减仓 |
| AAPL | APPLE INC. | $517.30万 | 1.33% | 20,381 | 456 | 2.3% | $11.57万 | 加仓 |
| MSFT | MICROSOFT CORP. | $505.90万 | 1.30% | 13,667 | 493 | 3.7% | $18.25万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $496.40万 | 1.27% | 81,024 | -2,467 | -3.0% | -$15.11万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $450.30万 | 1.15% | 154,591 | 4 | 0.0% | $117 | 加仓 |
| SGOV | ISHARES TR | $443.80万 | 1.14% | 44,085 | -7,494 | -14.5% | -$75.44万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $439.40万 | 1.13% | 53,594 | -2,389 | -4.3% | -$19.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $365.60万 | 0.94% | 12,428 | 429 | 3.6% | $12.62万 | 加仓 |
| PEP | PEPSICO | $335.10万 | 0.86% | 21,577 | -890 | -4.0% | -$13.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $321.70万 | 0.82% | 70,105 | 530 | 0.8% | $2.43万 | 加仓 |
| AMZN | AMAZON.COM INC. | $285.80万 | 0.73% | 13,721 | 508 | 3.8% | $10.58万 | 加仓 |
| PFF | S&P US PREFERRED STOCK INDEX | $264.70万 | 0.68% | 87,297 | -7,782 | -8.2% | -$23.60万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $250.60万 | 0.64% | 68,067 | 14,288 | 26.6% | $52.60万 | 加仓 |
| SCHA | SCHWAB US SMALL-CAP ETF | $250.40万 | 0.64% | 86,113 | -350 | -0.4% | -$1.02万 | 减仓 |
| ITA | ISHARES DOW JONES US AEROSPACE & DEF ETF | $239.70万 | 0.61% | 10,959 | -364 | -3.2% | -$7.96万 | 减仓 |
| — | EXXON MOBIL CORP | $204.60万 | 0.52% | 12,058 | -380 | -3.1% | -$6.45万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $194.50万 | 0.50% | 38,931 | -1,322 | -3.3% | -$6.60万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $194.10万 | 0.50% | 58,919 | -794 | -1.3% | -$2.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $185.50万 | 0.48% | 7,590 | 136 | 1.8% | $3.32万 | 加仓 |
| CMI | CUMMINS INC. | $183.30万 | 0.47% | 3,407 | 118 | 3.6% | $6.35万 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH INDEX ETF | $181.00万 | 0.46% | 5,987 | 39 | 0.7% | $1.18万 | 加仓 |
| C | CITIGROUP INC. | $178.20万 | 0.46% | 15,714 | 824 | 5.5% | $9.34万 | 加仓 |
| GLD | SPDR GOLD TR | $175.00万 | 0.45% | 4,066 | -398 | -8.9% | -$17.13万 | 减仓 |
| WMT | WAL-MART STORES, INC. | $169.00万 | 0.43% | 13,602 | 281 | 2.1% | $3.49万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $167.70万 | 0.43% | 41,062 | -3,938 | -8.8% | -$16.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $157.30万 | 0.40% | 4,654 | 210 | 4.7% | $7.10万 | 加仓 |
| ORCL | ORACLE CORP | $155.70万 | 0.40% | 10,583 | 441 | 4.3% | $6.49万 | 加仓 |
| SCHM | SCHWAB US MID CAP ETF | $155.50万 | 0.40% | 50,211 | -60 | -0.1% | -$1,858 | 减仓 |
| V | VISA INC | $152.00万 | 0.39% | 5,029 | 195 | 4.0% | $5.89万 | 加仓 |
| MRK | MERCK & CO INC | $146.90万 | 0.38% | 12,209 | 220 | 1.8% | $2.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $145.60万 | 0.37% | 2,239 | -15,915 | -87.7% | -$1,034.94万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MKT | $145.00万 | 0.37% | 4,520 | -608 | -11.9% | -$19.50万 | 减仓 |
| IBM | IBM CORP | $141.70万 | 0.36% | 5,844 | -261 | -4.3% | -$6.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $141.60万 | 0.36% | 10,812 | 641 | 6.3% | $8.39万 | 加仓 |
| AGG | ISHARES BARCLAYS AGGREGATE BOND | $135.80万 | 0.35% | 13,676 | -18,830 | -57.9% | -$186.98万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $135.10万 | 0.35% | 11,944 | -1,518 | -11.3% | -$17.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $135.10万 | 0.35% | 10,320 | 298 | 3.0% | $3.90万 | 加仓 |
| — | HONEYWELL INTERNATIONAL | $128.30万 | 0.33% | 5,678 | 245 | 4.5% | $5.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $124.80万 | 0.32% | 1,252 | 44 | 3.6% | $4.39万 | 加仓 |
| CVX | CHEVRON CORP. | $117.40万 | 0.30% | 5,673 | 168 | 3.1% | $3.48万 | 加仓 |
| YUM | YUM! BRANDS INC | $114.90万 | 0.29% | 7,391 | -585 | -7.3% | -$9.09万 | 减仓 |
| USB | US BANCORP | $96.50万 | 0.25% | 18,548 | 102 | 0.6% | $5,307 | 加仓 |
| PG | PROCTER & GAMBLE CO. | $96.20万 | 0.25% | 6,657 | 40 | 0.6% | $5,780 | 加仓 |
| ABBV | ABBVIE INC | $93.60万 | 0.24% | 4,303 | 87 | 2.1% | $1.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC. | $90.70万 | 0.23% | 1,845 | 81 | 4.6% | $3.98万 | 加仓 |
| 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 |
| HD | THE HOME DEPOT INC. | $89.50万 | 0.23% | 2,721 | -7 | -0.3% | -$2,302 | 减仓 |
| IJR | ISHARES S&P 600 SMALL CAP ETF | $88.90万 | 0.23% | 7,150 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES S&P 400 MID CAP ETF | $87.50万 | 0.22% | 12,955 | 3 | 0.0% | $203 | 加仓 |
| EMXC | ISHARES INC | $86.60万 | 0.22% | 11,010 | -1,014 | -8.4% | -$7.98万 | 减仓 |
| COP | CONOCOPHILLIPS | $81.60万 | 0.21% | 6,182 | 242 | 4.1% | $3.19万 | 加仓 |
| META | META PLATFORMS INC | $77.50万 | 0.20% | 1,355 | 166 | 14.0% | $9.49万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $72.80万 | 0.19% | 7,539 | 135 | 1.8% | $1.30万 | 加仓 |
| LOW | LOWES COMPANIES INC | $72.60万 | 0.19% | 3,071 | 218 | 7.6% | $5.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.50万 | 0.19% | 2,680 | 174 | 6.9% | $4.71万 | 加仓 |
| APA | APA CORPORATION | $70.00万 | 0.18% | 16,502 | 1,411 | 9.3% | $5.99万 | 加仓 |
| GOOG | ALPHABET INC | $69.60万 | 0.18% | 2,426 | 114 | 4.9% | $3.27万 | 加仓 |
| MCD | MCDONALDS | $68.10万 | 0.17% | 2,192 | 6 | 0.3% | $1,864 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $62.90万 | 0.16% | 3,242 | 12 | 0.4% | $2,328 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $62.80万 | 0.16% | 2,188 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $62.40万 | 0.16% | 5,417 | -1,266 | -18.9% | -$14.58万 | 减仓 |
| PLD | PROLOGIS INC. | $61.80万 | 0.16% | 4,675 | 251 | 5.7% | $3.32万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $61.70万 | 0.16% | 2,488 | -26 | -1.0% | -$6,448 | 减仓 |
| AER | AERCAP HOLDINGS NV | $60.70万 | 0.16% | 4,424 | 260 | 6.2% | $3.57万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY B | $60.30万 | 0.15% | 6,323 | -19,884 | -75.9% | -$189.63万 | 减仓 |
| WFC | WELLS FARGO & CO. | $60.00万 | 0.15% | 7,540 | -20 | -0.3% | -$1,592 | 减仓 |
| PNC | PNC FINL SERVICES | $55.70万 | 0.14% | 2,675 | 8 | 0.3% | $1,666 | 加仓 |
| CIM | CHIMERA INVT CORP | $50.20万 | 0.13% | 40,000 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD. | $49.10万 | 0.13% | 9,555 | 3,111 | 48.3% | $15.99万 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.90万 | 0.11% | 1,031 | 64 | 6.6% | $2.73万 | 加仓 |
| TSN | TYSON FOODS INC | $43.80万 | 0.11% | 6,841 | 429 | 6.7% | $2.75万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE INDEX ETF | $41.50万 | 0.11% | 1,909 | -120 | -5.9% | -$2.61万 | 减仓 |
| SCHB | SCHWAB US BRD MKT ETF | $37.50万 | 0.10% | 14,944 | -57 | -0.4% | -$1,430 | 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 |