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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $2,170.16万 | 11.60% | 100,909 | 12,465 | 14.1% | $268.07万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,456.74万 | 7.78% | 291,639 | 22,844 | 8.5% | $114.11万 | 加仓 |
| SMLF | ISHARES TR | $765.67万 | 4.09% | 101,427 | 7,762 | 8.3% | $58.60万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $761.99万 | 4.07% | 273,605 | 28,276 | 11.5% | $78.75万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $654.31万 | 3.50% | 133,723 | 24,451 | 22.4% | $119.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $525.97万 | 2.81% | 10,976 | -3,157 | -22.3% | -$151.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $511.04万 | 2.73% | 69,397 | 1,008 | 1.5% | $7.42万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $404.83万 | 2.16% | 119,559 | 7,144 | 6.4% | $24.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $398.53万 | 2.13% | 62,192 | 4,049 | 7.0% | $25.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $391.55万 | 2.09% | 44,575 | 2,427 | 5.8% | $21.32万 | 加仓 |
| GOOGL | ALPHABET INC | $334.38万 | 1.79% | 11,628 | -48 | -0.4% | -$1.38万 | 减仓 |
| IQLT | ISHARES TR | $329.95万 | 1.76% | 71,372 | 2,215 | 3.2% | $10.24万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $321.38万 | 1.72% | 90,302 | 1,917 | 2.2% | $6.82万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $316.69万 | 1.69% | 69,418 | 15,233 | 28.1% | $69.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $313.69万 | 1.68% | 16,345 | 3,396 | 26.2% | $65.18万 | 加仓 |
| AGG | ISHARES TR | $303.91万 | 1.62% | 30,614 | -142 | -0.5% | -$1.41万 | 减仓 |
| QLTY | GMO ETF TRUST | $267.14万 | 1.43% | 73,835 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $262.35万 | 1.40% | 9,135 | 543 | 6.3% | $15.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $249.94万 | 1.34% | 5,722 | 523 | 10.1% | $22.84万 | 加仓 |
| EFV | ISHARES TR | $248.87万 | 1.33% | 33,473 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $239.22万 | 1.28% | 4,003 | 35 | 0.9% | $2.09万 | 加仓 |
| ESGD | ISHARES TR | $239.03万 | 1.28% | 24,998 | 1,128 | 4.7% | $10.79万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $224.66万 | 1.20% | 45,125 | 4,023 | 9.8% | $20.03万 | 加仓 |
| AAPL | APPLE INC | $211.55万 | 1.13% | 8,336 | -268 | -3.1% | -$6.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $201.31万 | 1.08% | 26,106 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $192.97万 | 1.03% | 25,664 | 3,724 | 17.0% | $28.00万 | 加仓 |
| EAGG | ISHARES TR | $192.79万 | 1.03% | 40,545 | 2,169 | 5.7% | $10.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $180.35万 | 0.96% | 2,773 | -400 | -12.6% | -$26.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $179.65万 | 0.96% | 8,683 | 80 | 0.9% | $1.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $176.98万 | 0.95% | 5,517 | -11 | -0.2% | -$3,529 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $166.29万 | 0.89% | 81,425 | 2,094 | 2.6% | $4.28万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $164.57万 | 0.88% | 8,388 | -13 | -0.2% | -$2,551 | 减仓 |
| ESGV | VANGUARD WORLD FD | $163.39万 | 0.87% | 14,553 | 38 | 0.3% | $4,266 | 加仓 |
| IEFA | ISHARES TR | $157.05万 | 0.84% | 17,348 | 60 | 0.3% | $5,432 | 加仓 |
| EFA | ISHARES TR | $152.58万 | 0.82% | 15,709 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $152.32万 | 0.81% | 3,540 | -477 | -11.9% | -$20.52万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $142.52万 | 0.76% | 72,622 | 2,080 | 2.9% | $4.08万 | 加仓 |
| EFG | ISHARES TR | $141.54万 | 0.76% | 12,709 | 1,376 | 12.1% | $15.32万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $138.74万 | 0.74% | 71,038 | 2,057 | 3.0% | $4.02万 | 加仓 |
| — | EXXON MOBIL CORP | $138.34万 | 0.74% | 8,154 | 346 | 4.4% | $5.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $135.90万 | 0.73% | 5,189 | 118 | 2.3% | $3.09万 | 加仓 |
| SUB | ISHARES TR | $130.50万 | 0.70% | 12,254 | 44 | 0.4% | $4,686 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $130.04万 | 0.69% | 33,989 | 33,989 | — | $130.04万 | 新建仓 |
| IVV | ISHARES TR | $127.68万 | 0.68% | 1,955 | -16 | -0.8% | -$1.04万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $126.05万 | 0.67% | 67,547 | 2,061 | 3.1% | $3.85万 | 加仓 |
| AMZN | AMAZON COM INC | $100.57万 | 0.54% | 4,829 | -473 | -8.9% | -$9.85万 | 减仓 |
| GOOG | ALPHABET INC | $97.62万 | 0.52% | 3,403 | 45 | 1.3% | $1.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $92.53万 | 0.49% | 37,384 | 4,856 | 14.9% | $12.02万 | 加仓 |
| MUB | ISHARES TR | $92.12万 | 0.49% | 8,678 | 24 | 0.3% | $2,548 | 加仓 |
| VOE | VANGUARD INDEX FDS | $89.55万 | 0.48% | 4,859 | 83 | 1.7% | $1.53万 | 加仓 |
| CRMD | CORMEDIX INC | $87.25万 | 0.47% | 128,502 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $84.98万 | 0.45% | 50,831 | 1,673 | 3.4% | $2.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $83.93万 | 0.45% | 5,076 | -12 | -0.2% | -$1,984 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $83.58万 | 0.45% | 14,035 | 817 | 6.2% | $4.87万 | 加仓 |
| VGT | VANGUARD WORLD FD | $82.09万 | 0.44% | 1,177 | 1 | 0.1% | $697 | 加仓 |
| META | META PLATFORMS INC | $81.90万 | 0.44% | 1,432 | -154 | -9.7% | -$8.81万 | 减仓 |
| WMT | WALMART INC | $77.53万 | 0.41% | 6,238 | 277 | 4.6% | $3.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $76.47万 | 0.41% | 10,751 | 24 | 0.2% | $1,707 | 加仓 |
| MSFT | MICROSOFT CORP | $74.39万 | 0.40% | 2,010 | -93 | -4.4% | -$3.44万 | 减仓 |
| MRK | MERCK & CO INC | $73.86万 | 0.39% | 6,140 | -537 | -8.0% | -$6.46万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $69.76万 | 0.37% | 4,022 | -18 | -0.4% | -$3,122 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $68.30万 | 0.36% | 21,059 | 1,193 | 6.0% | $3.87万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $66.66万 | 0.36% | 6,448 | -4,389 | -40.5% | -$45.37万 | 减仓 |
| GE | GE AEROSPACE | $65.22万 | 0.35% | 2,298 | -38 | -1.6% | -$1.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $58.49万 | 0.31% | 9,991 | 3,479 | 53.4% | $20.37万 | 加仓 |
| IGSB | ISHARES TR | $57.97万 | 0.31% | 11,029 | 81 | 0.7% | $4,257 | 加仓 |
| RTX | RTX CORPORATION | $55.54万 | 0.30% | 2,879 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $52.21万 | 0.28% | 10,400 | 25 | 0.2% | $1,255 | 加仓 |
| LLY | ELI LILLY & CO | $52.17万 | 0.28% | 567 | -4 | -0.7% | -$3,680 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $51.96万 | 0.28% | 14,550 | 53 | 0.4% | $1,893 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.01万 | 0.26% | 15,650 | -25,732 | -62.2% | -$78.95万 | 减仓 |
| PEP | PEPSICO INC | $45.88万 | 0.25% | 2,954 | -80 | -2.6% | -$1.24万 | 减仓 |
| GEV | GE VERNOVA INC | $44.26万 | 0.24% | 507 | -17 | -3.2% | -$1.48万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $43.79万 | 0.23% | 12,324 | 25 | 0.2% | $888 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.69万 | 0.23% | 1,787 | 1 | 0.1% | $244 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.84万 | 0.23% | 430 | -104 | -19.5% | -$10.36万 | 减仓 |
| VPU | VANGUARD WORLD FD | $41.65万 | 0.22% | 2,102 | 457 | 27.8% | $9.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.52万 | 0.22% | 831 | -7 | -0.8% | -$3,498 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.30万 | 0.22% | 2,516 | 55 | 2.2% | $9,027 | 加仓 |
| AVGO | BROADCOM INC | $41.01万 | 0.22% | 1,325 | -70 | -5.0% | -$2.17万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $40.73万 | 0.22% | 8,198 | -991 | -10.8% | -$4.92万 | 减仓 |
| IEMG | ISHARES INC | $39.50万 | 0.21% | 5,663 | 126 | 2.3% | $8,788 | 加仓 |
| NULG | NUSHARES ETF TR | $38.69万 | 0.21% | 4,254 | 2,077 | 95.4% | $18.89万 | 加仓 |
| UNP | UNION PAC CORP | $37.73万 | 0.20% | 1,555 | -5 | -0.3% | -$1,213 | 减仓 |
| MMM | 3M CO | $37.48万 | 0.20% | 2,581 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.89万 | 0.20% | 1,522 | -6 | -0.4% | -$1,454 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $36.28万 | 0.19% | 15,508 | 105 | 0.7% | $2,456 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $36.26万 | 0.19% | 15,347 | 108 | 0.7% | $2,551 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $36.24万 | 0.19% | 15,322 | 102 | 0.7% | $2,413 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $36.23万 | 0.19% | 15,737 | 103 | 0.7% | $2,371 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $36.20万 | 0.19% | 16,597 | 111 | 0.7% | $2,421 | 加仓 |
| XVV | ISHARES TR | $36.12万 | 0.19% | 7,339 | 2,736 | 59.4% | $13.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.33万 | 0.18% | 2,377 | -211 | -8.2% | -$3.05万 | 减仓 |
| BAC | BANK AMERICA CORP | $32.92万 | 0.18% | 6,753 | -190 | -2.7% | -$9,263 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $32.31万 | 0.17% | 4,557 | 11 | 0.2% | $780 | 加仓 |
| IMTM | ISHARES TR | $31.29万 | 0.17% | 6,516 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $30.99万 | 0.17% | 8,661 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $30.86万 | 0.16% | 3,936 | 359 | 10.0% | $2.82万 | 加仓 |
| WM | WASTE MGMT INC DEL | $29.66万 | 0.16% | 1,291 | -10 | -0.8% | -$2,298 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $29.31万 | 0.16% | 17,804 | 199 | 1.1% | $3,276 | 加仓 |