Wingate Wealth Advisors, Inc.
LEXINGTON MA · SEC CIK 0002041800
$1.87亿2026Q1 申报市值
121持仓数
43.0%前十大占比 · 第一大 11.6%
9 / 3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
VIG 加仓+$268.07万
FNDE 新建仓+$130.04万
FNDF 加仓+$119.64万
VTIP 加仓+$114.11万
FNDX 加仓+$78.75万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$151.28万
SCHD 减仓-$78.95万
XMHQ 减仓-$45.37万
SPY 减仓-$26.01万
MCO 清仓-$21.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $192.97万 | 1.03% | 25,664 | 3,724 | 17.0% | $28.00万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $201.31万 | 1.08% | 26,106 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $211.55万 | 1.13% | 8,336 | -268 | -3.1% | -$6.80万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $224.66万 | 1.20% | 45,125 | 4,023 | 9.8% | $20.03万 | 加仓 |
| ESGD | ISHARES TR | $239.03万 | 1.28% | 24,998 | 1,128 | 4.7% | $10.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $239.22万 | 1.28% | 4,003 | 35 | 0.9% | $2.09万 | 加仓 |
| EFV | ISHARES TR | $248.87万 | 1.33% | 33,473 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $249.94万 | 1.34% | 5,722 | 523 | 10.1% | $22.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $262.35万 | 1.40% | 9,135 | 543 | 6.3% | $15.59万 | 加仓 |
| QLTY | GMO ETF TRUST | $267.14万 | 1.43% | 73,835 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $303.91万 | 1.62% | 30,614 | -142 | -0.5% | -$1.41万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $313.69万 | 1.68% | 16,345 | 3,396 | 26.2% | $65.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $316.69万 | 1.69% | 69,418 | 15,233 | 28.1% | $69.49万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $321.38万 | 1.72% | 90,302 | 1,917 | 2.2% | $6.82万 | 加仓 |
| IQLT | ISHARES TR | $329.95万 | 1.76% | 71,372 | 2,215 | 3.2% | $10.24万 | 加仓 |
| GOOGL | ALPHABET INC | $334.38万 | 1.79% | 11,628 | -48 | -0.4% | -$1.38万 | 减仓 |
| DGRW | WISDOMTREE TR | $391.55万 | 2.09% | 44,575 | 2,427 | 5.8% | $21.32万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $398.53万 | 2.13% | 62,192 | 4,049 | 7.0% | $25.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $404.83万 | 2.16% | 119,559 | 7,144 | 6.4% | $24.19万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $511.04万 | 2.73% | 69,397 | 1,008 | 1.5% | $7.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $525.97万 | 2.81% | 10,976 | -3,157 | -22.3% | -$151.28万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $654.31万 | 3.50% | 133,723 | 24,451 | 22.4% | $119.64万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $761.99万 | 4.07% | 273,605 | 28,276 | 11.5% | $78.75万 | 加仓 |
| SMLF | ISHARES TR | $765.67万 | 4.09% | 101,427 | 7,762 | 8.3% | $58.60万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,456.74万 | 7.78% | 291,639 | 22,844 | 8.5% | $114.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,170.16万 | 11.60% | 100,909 | 12,465 | 14.1% | $268.07万 | 加仓 |