CIK: 0001907281
申報總市值
US$1.6億
申報季度: 2026-06-30 · 持股檔數: 678
1620 INVESTMENT ADVISORS, INC.在最新一期 13F 報告中揭露了 678 項持股，申報期為 2026-06-30，總持股市值約為 US$1.6億，季度換手率為 18.7%。
1620 Investment Advisors, INC. 目前揭露的持股，Herfindahl 集中度指數為 0.009——換算下來相當於約 110 個等權重部位，明顯低於其實際揭露的 678 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 2.28），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 58%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
新建倉 AVES
加碼 IGSB
+49.4% US$124.7萬
加碼 FLCC
+1570.5% US$72.3萬
加碼 FRDM
-3.8% US$96.2萬
加碼 GLW
-6.3% US$73.0萬
減碼 CVX
-5.8% -US$40.1萬
僅顯示前 200 大持股（共 678 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.09% | — | +2.67% | |
| 2 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.70% | +0.40% | -3.83% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.60% | -0.14% | +0.51% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.35% | +0.63% | +49.38% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.22% | — | +1.82% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-新興市場 | 2.13% | +2.13% | NEW | |
| 7 | TY | Tri-continental CORP | 股票-其他 | 1.93% | -0.05% | -2.47% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.91% | — | -0.48% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | -0.02% | -2.95% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.63% | +0.01% | -3.20% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.56% | -0.05% | -24.91% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.51% | — | +0.94% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.44% | — | +0.81% | |
| 14 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.41% | -0.33% | -6.59% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.11% | -0.20% | -5.80% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.11% | — | -5.14% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.08% | — | +0.71% | |
| 18 | GLW | Corning INC | 股票-科技 | 1.05% | +0.40% | -6.35% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | — | +6.41% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.99% | — | +0.89% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.95% | — | +3.79% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.92% | — | -4.00% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.89% | — | +0.98% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.88% | — | -0.22% | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.87% | — | -57.92% | |
| 26 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.79% | — | +1.39% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.34% | -5.75% | |
| 28 | EPR | Epr Properties | 股票-房地產 | 0.76% | — | -3.64% | |
| 29 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.76% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | -0.34% | |
| 31 | NTAP | Netapp INC | 股票-科技 | 0.69% | +0.19% | -0.11% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.65% | — | -12.81% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.63% | — | +1.77% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.63% | — | -7.20% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.07% | -0.33% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.59% | — | +0.58% | |
| 37 | BX | Blackstone INC | 股票-金融 | 0.59% | +0.18% | +53.89% | |
| 38 | FHI | Federated Hermes INC | 股票-金融 | 0.59% | — | -0.30% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.58% | -0.18% | -15.60% | |
| 40 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.56% | — | -8.36% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -0.11% | |
| 42 | TPR | Tapestry INC | 股票-循環性消費 | 0.54% | — | +1.30% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | -0.16% | -1.74% | |
| 44 | DRH | Diamondrock Hospitality Co | 股票-其他 | 0.51% | +0.07% | -1.35% | |
| 45 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 0.50% | -0.14% | -0.73% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | — | +0.42% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +2.84% | |
| 48 | LEA | Lear CORP | 股票-循環性消費 | 0.49% | — | +0.79% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.49% | -0.21% | -9.21% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.49% | — | +1.19% |
Q3 2026績效
+4%
近4個季度績效
+19.8%
根據可取得價格的持股（佔申報價值的71%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-06-30 | 678 | US$1.6億 | 19 | |
| 2026-03-31 | 658 | US$1.5億 | 15 | |
| 2025-12-31 | 647 | US$1.5億 | 14 | |
| 2025-09-30 | 649 | US$1.5億 | 27 | |
| 2025-06-30 | 681 | US$1.4億 | 0 | |
| 2025-03-31 | 689 | US$1.3億 | 0 | |
| 2024-12-31 | 705 | US$1.3億 | 0 | |
| 2024-09-30 | 707 | US$1.4億 | 0 | |
| 2024-06-30 | 597 | US$1.3億 | 0 | |
| 2024-03-31 | 144 | US$9949.1萬 | 0 | |
| 2023-12-31 | 136 | US$9151.6萬 | 0 | |
| 2023-09-30 | 141 | US$8832.0萬 | 0 | |
| 2023-06-30 | 138 | US$9221.5萬 | 0 | |
| 2023-03-31 | 130 | US$8293.0萬 | 0 | |
| 2022-12-31 | 134 | US$8256.0萬 | 0 | |
| 2022-09-30 | 119 | US$6777.7萬 | 0 | |
| 2022-06-30 | 126 | US$7251.8萬 | 0 | |
| 2022-03-31 | 124 | US$9187.8萬 | 0 | |
| 2021-12-31 | 118 | US$8934.1萬 | 0 |
1620 Investment Advisors, INC. 在 2026-06-30 最顯著的持倉異動： 新建倉: Avantis Emerging Markets Val (AVES); 新建倉: Simon Property Group INC (SPG); 新建倉: Lamar Advertising Co-a (LAMR); 新建倉: ; 新建倉: Gmo International Value ETF (GMOI).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVES | Avantis Emerging Markets Val | +2.1% | NEW | 新建倉 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.6% | +49.38% | 加碼 |
| 3 | FLCC | Fed Hermes Large Cap Core | +0.4% | +1570.46% | 加碼 |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.4% | -3.83% | 減碼 |
| 5 | GLW | Corning INC | +0.4% | -6.35% | 減碼 |
| 6 | SPG | Simon Property Group INC | +0.2% | NEW | 新建倉 |
| 7 | LAMR | Lamar Advertising Co-a | +0.2% | NEW | 新建倉 |
| 8 | ✓ | +0.2% | NEW | 新建倉 | |
| 9 | NTAP | Netapp INC | +0.2% | -0.11% | 減碼 |
| 10 | BX | Blackstone INC | +0.2% | +53.89% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.2% | -1.46% | 減碼 |
| 12 | AMAT | Applied Materials INC | +0.2% | — | 不變 |
| 13 | GMOI | Gmo International Value ETF | +0.2% | NEW | 新建倉 |
| 14 | TXN | Texas Instruments INC | +0.1% | +2.24% | 加碼 |
| 15 | MORN | Morningstar INC | +0.1% | NEW | 新建倉 |
| 16 | OKTA | Okta INC | +0.1% | +43.58% | 加碼 |
| 17 | 6D8 | Dupont De Nemours INC | +0.1% | -47.37% | 減碼 |
| 18 | MKSI | Mks INC | +0.1% | -6.31% | 減碼 |
| 19 | BBY | Best Buy Co INC | +0.1% | +41.78% | 加碼 |
| 20 | TRMB | Trimble INC | +0.1% | NEW | 新建倉 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.33% | 減碼 |
| 22 | DRH | Diamondrock Hospitality Co | +0.1% | -1.35% | 減碼 |
| 23 | INVH | Invitation Homes INC | +0.1% | +8.31% | 加碼 |
| 24 | PANW | Palo Alto Networks INC | +0.1% | -40.41% | 減碼 |
| 25 | AAPL | Apple INC | 0% | -3.20% | 減碼 |
| 26 | ABBV | Abbvie INC | — | -5.14% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -2.95% | 減碼 |
| 28 | TY | Tri-continental CORP | -0.1% | -2.47% | 減碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -24.91% | 減碼 |
| 30 | HAS | Hasbro INC | -0.1% | -26.96% | 減碼 |
| 31 | GD | General Dynamics CORP | -0.1% | -26.03% | 減碼 |
| 32 | Q | Qnity Electronics INC | -0.1% | -66.36% | 減碼 |
| 33 | WMB | Williams Cos INC | -0.1% | -26.71% | 減碼 |
| 34 | AVGO | Broadcom INC | -0.1% | -35.35% | 減碼 |
| 35 | KMI | Kinder Morgan INC | -0.1% | -18.01% | 減碼 |
| 36 | LNC | Lincoln National CORP | -0.1% | -18.79% | 減碼 |
| 37 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -24.06% | 減碼 |
| 38 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | -0.1% | +0.51% | 加碼 |
| 39 | TYG | Tortoise Energy Infrastruct | -0.1% | -0.73% | 減碼 |
| 40 | T | At&t INC | -0.2% | -23.25% | 減碼 |
| 41 | GILD | Gilead Sciences INC | -0.2% | -10.43% | 減碼 |
| 42 | PFE | Pfizer INC | -0.2% | -1.74% | 減碼 |
| 43 | POWL | Powell Industries INC | -0.2% | +52.69% | 加碼 |
| 44 | SCHR | Schwab Intermediate-term US | -0.2% | -15.60% | 減碼 |
| 45 | RTX | Rtx CORP | -0.2% | -5.80% | 減碼 |
| 46 | VZ | Verizon Communications INC | -0.2% | -9.21% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -13.55% | 減碼 |
| 48 | BOND | Pimco Active Bond Exchange-t | -0.2% | -28.73% | 減碼 |
| 49 | TJX | Tjx Companies INC | -0.3% | -6.59% | 減碼 |
| 50 | CVX | Chevron CORP | -0.3% | -5.75% | 減碼 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-14 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-09 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-16 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-05-16 | 13F-HR | 在 EDGAR 上查看 |
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