WA

Winthrop Advisory Group LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$12.2亿

申报季度: 2026-03-31 · 持股只数: 283

Winthrop Advisory Group LLC在最新一期 13F 报告中披露了 283 项持股，申报期为 2026-03-31，总持股市值约为 US$12.2亿，季度换手率为 10.6%。

机构性格雪花图

集中度
19.97
持仓稳定性
10.6
动能／逆势
100
行业集中度
73.03
多样化
100
仓位均衡度
70.45

近期动向

  • 加仓 IJH

    +135.1%　US$2118.9万

  • 加仓 ACWX

    +13.0%　US$1148.7万

  • 减仓 QQQ

    -0.2%　-US$497.4万

  • 减仓 IWB

    +0.6%　-US$361.1万

  • 减仓 IVV

    +3.5%　-US$155.5万

  • 减仓 AAPL

    -1.6%　-US$345.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 194 大持股（共 283 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-其他11.27%-0.30%+5.45%
2IVVIshares Core S&p 500 ETFETF-大型股与成长10.04%-0.50%+3.55%
3IWBIshares Russell 1000 ETFETF-其他7.27%-0.57%+0.65%
4ACWXIshares Msci Acwi Ex US ETFETF-其他7.11%+0.71%+12.95%
5QQQInvesco Qqq Trust Series 1ETF-科技型6.10%-0.65%-0.22%
6ICSHIshares Ultra Short DurationETF-其他5.07%+0.02%+4.01%
7VTIVanguard Total Stock Mkt ETFETF-其他4.98%-0.35%+1.22%
8SCHBSchwab US Broad Market ETFETF-其他4.91%—+4.39%
9AAPLApple INC股票-科技3.20%-0.41%-1.56%
10SPTMSs Spdr P S&p 1500 Comp ETFETF-其他3.00%-0.18%+1.94%
11IJHIshares Core S&p Midcap ETFETF-其他2.96%+1.68%+135.11%
12DGRWWisdomtree U.s. Quality DiviETF-其他2.11%+0.18%+15.37%
13INTFIshares International EquityETF-其他1.78%+1.78%NEW
14IWFIshares Russell 1000 GrowthETF-其他1.66%-0.26%-0.56%
15VXFVanguard Extended Market ETFETF-其他1.66%+0.05%+8.66%
16SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.55%-0.10%+1.76%
17MSFTMicrosoft CORP股票-科技1.24%-0.39%+2.93%
18DFACDimensional US Core Equity 2ETF-其他1.02%—-0.26%
19QQQMInvesco Nasdaq 100 ETFETF-科技型0.96%+0.18%+36.08%
20SCHDSchwab US Dvd Equity ETFETF-其他0.94%+0.06%-1.67%
21IEMGIshares Core Msci EmergingETF-新兴市场0.85%+0.07%+9.44%
22VXUSVanguard Total Intl StockETF-其他0.84%+0.07%+10.42%
23VTEBVanguard Tax-exempt Bond ETFETF-其他0.83%—+5.49%
24AMZNAmazon.com INC股票-周期性消费0.81%-0.12%-0.19%
25VUGVanguard Growth ETFETF-其他0.79%+0.07%+27.45%
26VONGVanguard Russell 1000 GrowthETF-其他0.76%+0.12%+37.33%
27GOOGLAlphabet Inc-cl A股票-通信服务0.54%-0.07%+0.15%
28JPSTJpmorgan Ultra-short IncomeETF-其他0.51%-0.14%-18.05%
29IWVIshares Russell 3000 ETFETF-其他0.51%—+1.80%
30VWOVanguard Ftse Emerging MarkeETF-新兴市场0.50%—+0.19%
31NVDANvidia CORP股票-科技0.50%-0.05%+0.09%
32LPLALpl Financial Holdings INC股票-金融0.48%-0.12%-0.29%
33VTVVanguard Value ETFETF-其他0.45%+0.01%+3.72%
34GSIEGoldman Sachs Activebeta IntETF-避险与商品0.45%—-1.18%
35JPMJpmorgan Chase & Co股票-金融0.44%—+7.18%
36GOOGAlphabet Inc-cl C股票-通信服务0.43%-0.07%-1.67%
37IWDIshares Russell 1000 Value EETF-其他0.42%+0.01%+6.55%
38IVWIshares S&p 500 Growth ETFETF-大型股与成长0.41%-0.05%+0.75%
39VIGVanguard Dividend Apprec ETFETF-其他0.40%—-3.51%
40METAMeta Platforms Inc-class A股票-通信服务0.37%-0.07%-0.32%
41SCHXSchwab US Large-cap ETFETF-其他0.36%-0.05%-3.04%
42BRK-BBerkshire Hathaway Inc-cl B股票-其他0.34%—-45.02%
43TSLATesla INC股票-周期性消费0.30%-0.07%+0.43%
44IXUSIshares Core Intl Stock ETFETF-其他0.29%+0.04%+16.52%
45VOOVanguard S&p 500 ETFETF-大型股与成长0.28%—+6.28%
46SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.28%-0.04%-0.46%
47VVisa Inc-class A Shares股票-金融0.24%-0.06%-0.79%
48HDHome Depot INC股票-周期性消费0.24%—-0.87%
49DGROIshares Core Dividend GrowthETF-其他0.24%—+0.15%
50WMTWalmart INC股票-非周期性消费0.24%—-0.52%
1–50 of 194

本季持股变动

Winthrop Advisory Group LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares International Equity (INTF); 新建仓: Hca Healthcare INC (HCA); 清仓: Blue Owl Capital CORP (OBDC); 新建仓: Albertsons Cos INC - Class A (ACI); 新建仓: Pimco Active Bond Exchange-t (BOND).

Winthrop Advisory Group LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IJHIshares Core S&p Midcap ETF+1.7%+135.11%加仓
2ACWXIshares Msci Acwi Ex US ETF+0.7%+12.95%加仓
3DGRWWisdomtree U.s. Quality Divi+0.2%+15.37%加仓
4QQQMInvesco Nasdaq 100 ETF+0.2%+36.08%加仓
5VONGVanguard Russell 1000 Growth+0.1%+37.33%加仓
6IEMGIshares Core Msci Emerging+0.1%+9.44%加仓
7VUGVanguard Growth ETF+0.1%+27.45%加仓
8VXUSVanguard Total Intl Stock+0.1%+10.42%加仓
9VONVVanguard Russell 1000 Value+0.1%+119.99%加仓
10SCHDSchwab US Dvd Equity ETF+0.1%-1.67%减仓
11VXFVanguard Extended Market ETF+0.1%+8.66%加仓
12SCHGSchwab US Large-cap Growth+0.1%+220.62%加仓
13IXUSIshares Core Intl Stock ETF0%+16.52%加仓
14JNJJohnson & Johnson0%-0.16%减仓
15XOMExxon Mobil CORP0%-4.62%减仓
16ICSHIshares Ultra Short Duration0%+4.01%加仓
17IWDIshares Russell 1000 Value E0%+6.55%加仓
18VTVVanguard Value ETF0%+3.72%加仓
19VTEBVanguard Tax-exempt Bond ETF—+5.49%加仓
20SPYGSs Spdr P S&p 500 Growth ETF0%-0.46%减仓
21MAMastercard INC - A0%-7.86%减仓
22GLDSpdr Gold Shares-0.1%-39.19%减仓
23NVDANvidia CORP-0.1%+0.09%加仓
24IVWIshares S&p 500 Growth ETF-0.1%+0.75%加仓
25SCHXSchwab US Large-cap ETF-0.1%-3.04%减仓
26VVisa Inc-class A Shares-0.1%-0.79%减仓
27TSLATesla INC-0.1%+0.43%加仓
28METAMeta Platforms Inc-class A-0.1%-0.32%减仓
29GOOGAlphabet Inc-cl C-0.1%-1.67%减仓
30GOOGLAlphabet Inc-cl A-0.1%+0.15%加仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.1%+1.76%加仓
32LPLALpl Financial Holdings INC-0.1%-0.29%减仓
33AMZNAmazon.com INC-0.1%-0.19%减仓
34JPSTJpmorgan Ultra-short Income-0.1%-18.05%减仓
35SPTMSs Spdr P S&p 1500 Comp ETF-0.2%+1.94%加仓
36IWFIshares Russell 1000 Growth-0.3%-0.56%减仓
37ITOTIshares Core S&p Total U.s.-0.3%+5.45%加仓
38VTIVanguard Total Stock Mkt ETF-0.4%+1.22%加仓
39MSFTMicrosoft CORP-0.4%+2.93%加仓
40AAPLApple INC-0.4%-1.56%减仓
41IVVIshares Core S&p 500 ETF-0.5%+3.55%加仓
42IWBIshares Russell 1000 ETF-0.6%+0.65%加仓
43QQQInvesco Qqq Trust Series 1-0.7%-0.22%减仓
44INTFIshares International Equity—NEW新建仓
45HCAHca Healthcare INC—NEW新建仓
46OBDCBlue Owl Capital CORP—EXIT清仓
47ACIAlbertsons Cos INC - Class A—NEW新建仓
48BONDPimco Active Bond Exchange-t—NEW新建仓
49FIXDFirst Trust Smith Opportunis—NEW新建仓
50VTVanguard Tot World Stk ETF—NEW新建仓

FAQ

Winthrop Advisory Group LLC 是什么机构？属于哪种投资人类型？
Winthrop Advisory Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.2亿，分布在 283 个已申报仓位之中。
Winthrop Advisory Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，Winthrop Advisory Group LLC 按市值排列的前几大持股为： 1. Ishares Core S&p Total U.s. (ITOT) — US$1.4亿 (11.3%) 2. Ishares Core S&p 500 ETF (IVV) — US$1.2亿 (10.0%) 3. Ishares Russell 1000 ETF (IWB) — US$8894.0万 (7.3%) 4. Ishares Msci Acwi Ex US ETF (ACWX) — US$8702.3万 (7.1%) 5. Invesco Qqq Trust Series 1 (QQQ) — US$7466.2万 (6.1%)
Winthrop Advisory Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Winthrop Advisory Group LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 27 个既有持股、减仓 16 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Ishares International Equity (INTF); 新建仓: Hca Healthcare INC (HCA); 清仓: Blue Owl Capital CORP (OBDC); 新建仓: Albertsons Cos INC - Class A (ACI); 新建仓: Pimco Active Bond Exchange-t (BOND)
Winthrop Advisory Group LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Winthrop Advisory Group LLC 的主要板块分布如下： • Information Technology: 43.0% • Financials: 14.7% • Consumer Discretionary: 11.8% • Communication Services: 11.6% • Health Care: 7.0% • Industrials: 5.2%