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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $29.28万 | 0.16% | 1,339 | 42 | 3.2% | $9,185 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.10万 | 0.16% | 344 | -2 | -0.6% | -$1,692 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.49万 | 0.15% | 615 | 1 | 0.2% | $463 | 加仓 |
| QQQ | INVESCO QQQ TR | $27.52万 | 0.15% | 477 | -144 | -23.2% | -$8.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.48万 | 0.15% | 7,071 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $26.69万 | 0.14% | 2,360 | -129 | -5.2% | -$1.46万 | 减仓 |
| V | VISA INC | $26.11万 | 0.14% | 864 | -25 | -2.8% | -$7,556 | 减仓 |
| TJX | TJX COS INC NEW | $26.11万 | 0.14% | 1,635 | -55 | -3.3% | -$8,784 | 减仓 |
| T | AT&T INC | $25.52万 | 0.14% | 8,804 | 8,804 | — | $25.52万 | 新建仓 |
| IWF | ISHARES TR | $25.38万 | 0.14% | 595 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $23.55万 | 0.13% | 1,045 | 1,045 | — | $23.55万 | 新建仓 |
| WWD | WOODWARD INC | $22.84万 | 0.12% | 638 | 638 | — | $22.84万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.69万 | 0.12% | 1,733 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $21.89万 | 0.12% | 7,515 | 7,515 | — | $21.89万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.68万 | 0.12% | 1,340 | 1,340 | — | $21.68万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.25万 | 0.11% | 300 | 300 | — | $21.25万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.83万 | 0.11% | 708 | -61 | -7.9% | -$1.79万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $20.51万 | 0.11% | 2,053 | 2,053 | — | $20.51万 | 新建仓 |
| SHY | ISHARES TR | $20.12万 | 0.11% | 2,437 | 9 | 0.4% | $743 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.02万 | 0.11% | 325 | 325 | — | $20.02万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.01万 | 0.11% | 644 | -100 | -13.4% | -$3.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -421 | -100.0% | -$21.51万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -471 | -100.0% | -$21.18万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -7,654 | -100.0% | -$21.07万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |