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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $32.34万 | 0.14% | 1,189 | -366 | -23.5% | -$9.96万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.19万 | 0.14% | 616 | 1 | 0.2% | $523 | 加仓 |
| CAT | CATERPILLAR INC | $31.95万 | 0.14% | 300 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.37万 | 0.14% | 7,071 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $31.18万 | 0.14% | 9,214 | 1,699 | 22.6% | $5.75万 | 加仓 |
| SHY | ISHARES TR | $30.62万 | 0.13% | 3,730 | 1,293 | 53.1% | $10.62万 | 加仓 |
| IWF | ISHARES TR | $29.55万 | 0.13% | 2,380 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $29.52万 | 0.13% | 18,015 | 211 | 1.2% | $3,457 | 加仓 |
| RKLB | ROCKET LAB CORP | $28.16万 | 0.12% | 2,770 | 2,770 | — | $28.16万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.13万 | 0.12% | 6,577 | 6,577 | — | $27.13万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $24.88万 | 0.11% | 1,343 | 3 | 0.2% | $556 | 加仓 |
| VAW | VANGUARD WORLD FD | $23.93万 | 0.11% | 1,046 | 1 | 0.1% | $229 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.54万 | 0.10% | 493 | 493 | — | $23.54万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $23.38万 | 0.10% | 1,049 | -242 | -18.7% | -$5.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $23.18万 | 0.10% | 708 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.01万 | 0.10% | 448 | -383 | -46.1% | -$19.67万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.86万 | 0.10% | 325 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $22.68万 | 0.10% | 3,092 | 3,092 | — | $22.68万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $22.64万 | 0.10% | 570 | 570 | — | $22.64万 | 新建仓 |
| IWD | ISHARES TR | $22.53万 | 0.10% | 930 | 930 | — | $22.53万 | 新建仓 |
| EEM | ISHARES TR | $22.19万 | 0.10% | 3,243 | 3,243 | — | $22.19万 | 新建仓 |
| IJH | ISHARES TR | $22.14万 | 0.10% | 2,871 | -300 | -9.5% | -$2.31万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $21.94万 | 0.10% | 1,733 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $20.83万 | 0.09% | 2,063 | 10 | 0.5% | $1,010 | 加仓 |
| NVDA | NVIDIA CORPORATION | $20.83万 | 0.09% | 1,041 | -568 | -35.3% | -$11.37万 | 重新持有 |
| PSA | PUBLIC STORAGE | $20.23万 | 0.09% | 636 | 636 | — | $20.23万 | 新建仓 |
| EMR | EMERSON ELEC CO | $20.04万 | 0.09% | 1,400 | 1,400 | — | $20.04万 | 新建仓 |
| 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 |