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 |
|---|---|---|---|---|---|---|---|---|
| BSCS | INVESCO EXCH TRD SLF IDX FD | $166.94万 | 0.74% | 81,973 | 548 | 0.7% | $1.12万 | 加仓 |
| EFV | ISHARES TR | $180.30万 | 0.79% | 23,553 | -9,920 | -29.6% | -$75.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $188.69万 | 0.83% | 2,747 | -1,256 | -31.4% | -$86.27万 | 减仓 |
| EAGG | ISHARES TR | $200.37万 | 0.88% | 42,264 | 1,719 | 4.2% | $8.15万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $204.50万 | 0.90% | 15,464 | 911 | 6.3% | $12.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $206.62万 | 0.91% | 2,767 | -6 | -0.2% | -$4,480 | 减仓 |
| VTV | VANGUARD INDEX FDS | $209.96万 | 0.92% | 9,634 | 1,246 | 14.9% | $27.16万 | 加仓 |
| AAPL | APPLE INC | $218.37万 | 0.96% | 7,547 | -789 | -9.5% | -$22.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $222.19万 | 0.98% | 6,005 | 488 | 8.8% | $18.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $223.24万 | 0.98% | 26,113 | 7 | 0.0% | $598 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $258.67万 | 1.14% | 51,963 | 6,838 | 15.2% | $34.04万 | 加仓 |
| ESGD | ISHARES TR | $260.88万 | 1.15% | 25,375 | 377 | 1.5% | $3.88万 | 加仓 |
| AGG | ISHARES TR | $286.14万 | 1.26% | 28,909 | -1,705 | -5.6% | -$16.88万 | 减仓 |
| QLTY | GMO ETF TRUST | $321.09万 | 1.41% | 77,148 | 3,313 | 4.5% | $13.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $333.93万 | 1.47% | 38,766 | 4,434 | 12.9% | $38.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $351.29万 | 1.55% | 16,510 | 165 | 1.0% | $3.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $367.01万 | 1.62% | 45,552 | 9,012 | 24.7% | $72.61万 | 加仓 |
| IQLT | ISHARES TR | $383.73万 | 1.69% | 77,442 | 6,070 | 8.5% | $30.08万 | 加仓 |
| GOOGL | ALPHABET INC | $404.30万 | 1.78% | 11,313 | -315 | -2.7% | -$11.26万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $413.31万 | 1.82% | 100,561 | 10,259 | 11.4% | $42.16万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $455.43万 | 2.01% | 113,262 | -6,297 | -5.3% | -$25.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $467.32万 | 2.06% | 65,589 | 3,397 | 5.5% | $24.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.39万 | 2.20% | 9,980 | -996 | -9.1% | -$49.84万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $536.02万 | 2.36% | 73,017 | 3,620 | 5.2% | $26.57万 | 加仓 |
| DGRW | WISDOMTREE TR | $586.33万 | 2.58% | 61,319 | 16,744 | 37.6% | $160.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $705.83万 | 3.11% | 78,339 | 52,675 | 205.2% | $474.60万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $829.63万 | 3.65% | 182,375 | 112,957 | 162.7% | $513.84万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $878.44万 | 3.87% | 282,455 | 8,850 | 3.2% | $27.52万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $931.06万 | 4.10% | 176,471 | 42,748 | 32.0% | $225.54万 | 加仓 |
| SMLF | ISHARES TR | $961.67万 | 4.24% | 107,883 | 6,456 | 6.4% | $57.55万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,856.00万 | 8.17% | 369,500 | 77,861 | 26.7% | $391.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,796.52万 | 12.32% | 118,186 | 17,277 | 17.1% | $408.81万 | 加仓 |