Wingate Wealth Advisors, Inc.
LEXINGTON MA · SEC CIK 0002041800
$2.27亿2026Q2 申报市值
127持仓数
46.6%前十大占比 · 第一大 12.3%
9 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBND 加仓+$513.84万
SPHQ 加仓+$474.60万
VIG 加仓+$408.81万
VTIP 加仓+$391.10万
FNDF 加仓+$225.54万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$86.27万
EFV 减仓-$75.94万
IEFA 减仓-$70.84万
BRK/B 减仓-$49.84万
GOOG 减仓-$42.61万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | -864 | -100.0% | -$26.11万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,635 | -100.0% | -$26.11万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,804 | -100.0% | -$25.52万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -638 | -100.0% | -$22.84万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -644 | -100.0% | -$20.01万 | 清仓 |
| EMR | EMERSON ELEC CO | $20.04万 | 0.09% | 1,400 | 1,400 | — | $20.04万 | 新建仓 |
| PSA | PUBLIC STORAGE | $20.23万 | 0.09% | 636 | 636 | — | $20.23万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $20.83万 | 0.09% | 1,041 | -568 | -35.3% | -$11.37万 | 重新持有 |
| VTEI | VANGUARD MUN BD FDS | $20.83万 | 0.09% | 2,063 | 10 | 0.5% | $1,010 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.94万 | 0.10% | 1,733 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $22.14万 | 0.10% | 2,871 | -300 | -9.5% | -$2.31万 | 重新持有 |
| EEM | ISHARES TR | $22.19万 | 0.10% | 3,243 | 3,243 | — | $22.19万 | 新建仓 |
| IWD | ISHARES TR | $22.53万 | 0.10% | 930 | 930 | — | $22.53万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $22.64万 | 0.10% | 570 | 570 | — | $22.64万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.68万 | 0.10% | 3,092 | 3,092 | — | $22.68万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.86万 | 0.10% | 325 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.01万 | 0.10% | 448 | -383 | -46.1% | -$19.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $23.18万 | 0.10% | 708 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $23.38万 | 0.10% | 1,049 | -242 | -18.7% | -$5.39万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.54万 | 0.10% | 493 | 493 | — | $23.54万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $23.93万 | 0.11% | 1,046 | 1 | 0.1% | $229 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $24.88万 | 0.11% | 1,343 | 3 | 0.2% | $556 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.13万 | 0.12% | 6,577 | 6,577 | — | $27.13万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $28.16万 | 0.12% | 2,770 | 2,770 | — | $28.16万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $29.52万 | 0.13% | 18,015 | 211 | 1.2% | $3,457 | 加仓 |
| IWF | ISHARES TR | $29.55万 | 0.13% | 2,380 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $30.62万 | 0.13% | 3,730 | 1,293 | 53.1% | $10.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.18万 | 0.14% | 9,214 | 1,699 | 22.6% | $5.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.37万 | 0.14% | 7,071 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.95万 | 0.14% | 300 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $32.19万 | 0.14% | 616 | 1 | 0.2% | $523 | 加仓 |
| UNP | UNION PAC CORP | $32.34万 | 0.14% | 1,189 | -366 | -23.5% | -$9.96万 | 减仓 |
| IVW | ISHARES TR | $32.61万 | 0.14% | 2,371 | 11 | 0.5% | $1,513 | 加仓 |
| ITA | ISHARES TR | $32.64万 | 0.14% | 1,346 | 7 | 0.5% | $1,697 | 加仓 |
| IMTM | ISHARES TR | $34.75万 | 0.15% | 6,516 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $34.79万 | 0.15% | 344 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.86万 | 0.15% | 2,377 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $35.17万 | 0.15% | 4,514 | 578 | 14.7% | $4.50万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $36.38万 | 0.16% | 15,452 | 105 | 0.7% | $2,472 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $36.47万 | 0.16% | 15,426 | 104 | 0.7% | $2,459 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $36.50万 | 0.16% | 15,847 | 110 | 0.7% | $2,533 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $36.64万 | 0.16% | 16,716 | 119 | 0.7% | $2,608 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $36.95万 | 0.16% | 8,661 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $37.43万 | 0.16% | 4,568 | 11 | 0.2% | $901 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.61万 | 0.17% | 511 | 34 | 7.1% | $2.50万 | 加仓 |
| BAC | BANK OF AMER CORP | $38.47万 | 0.17% | 6,752 | -1 | -0.0% | -$57 | 减仓 |
| PEP | PEPSICO INC | $40.00万 | 0.18% | 2,954 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $41.34万 | 0.18% | 2,112 | 10 | 0.5% | $1,957 | 加仓 |
| XVV | ISHARES TR | $41.69万 | 0.18% | 7,342 | 3 | 0.0% | $170 | 加仓 |
| MMM | 3M CO | $41.79万 | 0.18% | 2,581 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.80万 | 0.19% | 1,522 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $43.21万 | 0.19% | 10,204 | -196 | -1.9% | -$8,299 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.66万 | 0.20% | 477 | 47 | 10.9% | $4.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $45.42万 | 0.20% | 1,788 | 1 | 0.1% | $254 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $46.48万 | 0.20% | 12,476 | 152 | 1.2% | $5,663 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.63万 | 0.22% | 15,650 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $49.67万 | 0.22% | 1,315 | -10 | -0.8% | -$3,777 | 减仓 |
| NULG | NUSHARES ETF TR | $49.80万 | 0.22% | 4,254 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $51.64万 | 0.23% | 6,234 | 571 | 10.1% | $4.73万 | 加仓 |
| RTX | RTX CORPORATION | $52.48万 | 0.23% | 2,766 | -113 | -3.9% | -$2.14万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $53.57万 | 0.24% | 9,864 | 1,666 | 20.3% | $9.05万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $56.64万 | 0.25% | 24,163 | 8,655 | 55.8% | $20.29万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $57.74万 | 0.25% | 14,603 | 53 | 0.4% | $2,096 | 加仓 |
| META | META PLATFORMS INC | $57.85万 | 0.25% | 1,027 | -405 | -28.3% | -$22.81万 | 减仓 |
| IGSB | ISHARES TR | $58.46万 | 0.26% | 11,154 | 125 | 1.1% | $6,551 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $58.60万 | 0.26% | 10,069 | 78 | 0.8% | $4,540 | 加仓 |
| GEV | GE VERNOVA INC | $59.57万 | 0.26% | 507 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $67.27万 | 0.30% | 4,036 | 14 | 0.3% | $2,333 | 加仓 |
| LLY | ELI LILLY & CO | $68.03万 | 0.30% | 567 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $68.15万 | 0.30% | 6,017 | -221 | -3.5% | -$2.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $74.98万 | 0.33% | 2,010 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $76.90万 | 0.34% | 5,985 | -155 | -2.5% | -$1.99万 | 减仓 |
| GOOG | ALPHABET INC | $77.63万 | 0.34% | 2,197 | -1,206 | -35.4% | -$42.61万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $80.82万 | 0.36% | 21,234 | 175 | 0.8% | $6,660 | 加仓 |
| VOE | VANGUARD INDEX FDS | $83.29万 | 0.37% | 4,215 | -644 | -13.3% | -$12.73万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $85.40万 | 0.38% | 51,308 | 477 | 0.9% | $7,940 | 加仓 |
| GE | GE AEROSPACE | $85.90万 | 0.38% | 2,298 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $90.16万 | 0.40% | 7,987 | 1,539 | 23.9% | $17.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $91.83万 | 0.40% | 5,076 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $93.78万 | 0.41% | 8,714 | 36 | 0.4% | $3,874 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $94.84万 | 0.42% | 16,079 | 2,044 | 14.6% | $12.06万 | 加仓 |
| AMZN | AMAZON COM INC | $95.31万 | 0.42% | 3,999 | -830 | -17.2% | -$19.78万 | 减仓 |
| IEFA | ISHARES TR | $96.71万 | 0.43% | 10,013 | -7,335 | -42.3% | -$70.84万 | 减仓 |
| CRMD | CORMEDIX INC | $100.87万 | 0.44% | 128,502 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $108.78万 | 0.48% | 39,271 | 1,887 | 5.0% | $5.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $110.09万 | 0.48% | 13,371 | 2,620 | 24.4% | $21.57万 | 加仓 |
| — | EXXON MOBIL CORP | $111.52万 | 0.49% | 8,156 | 2 | 0.0% | $273 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $113.69万 | 0.50% | 2,635 | 119 | 4.7% | $5.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $114.79万 | 0.51% | 9,604 | 188 | 2.0% | $2.25万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $126.37万 | 0.56% | 68,030 | 483 | 0.7% | $8,972 | 加仓 |
| GLD | SPDR GOLD TR | $130.59万 | 0.58% | 3,545 | 5 | 0.1% | $1,842 | 加仓 |
| SUB | ISHARES TR | $131.18万 | 0.58% | 12,320 | 66 | 0.5% | $7,027 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $135.24万 | 0.60% | 34,082 | 93 | 0.3% | $3,690 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $139.63万 | 0.61% | 71,513 | 475 | 0.7% | $9,274 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $143.33万 | 0.63% | 73,074 | 452 | 0.6% | $8,866 | 加仓 |
| CVX | CHEVRON CORPORATION | $143.94万 | 0.63% | 8,684 | 1 | 0.0% | $166 | 加仓 |
| IVV | ISHARES TR | $146.89万 | 0.65% | 1,961 | 6 | 0.3% | $4,494 | 加仓 |
| EFG | ISHARES TR | $154.11万 | 0.68% | 12,387 | -322 | -2.5% | -$4.01万 | 减仓 |
| EFA | ISHARES TR | $164.29万 | 0.72% | 15,815 | 106 | 0.7% | $1.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $165.22万 | 0.73% | 5,451 | 262 | 5.0% | $7.94万 | 加仓 |