1620 Investment Advisors, Inc. 13F 持仓 · 2026年Q2

1620 Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 676 只证券，申报市值合计 1.61 亿美元。前几大持仓：SPIB（3.09%）、FRDM（2.70%）、QEFA（2.60%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	$5.0M	3.09%	148,865	增持
2	FRDM	FREEDOM 100 EMERGING MARKETS ETF	$4.4M	2.70%	59,857	减持
3	QEFA	STATE STREET MSCI EAFE STRATEGICFACTORS ETF	$4.2M	2.60%	43,724	增持
4	IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	$3.8M	2.35%	72,427	增持
5	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	$3.6M	2.22%	37,970	增持
6	AVES	AVANTIS EMERGING MARKETS VALUE ETF	$3.4M	2.13%	52,320	新建仓
7	TY	TRI CONTL CORP COM	$3.1M	1.93%	90,360	减持
8	SPTS	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	$3.1M	1.91%	106,100	减持
9	JPM	JPMORGAN CHASE & CO COM	$2.8M	1.75%	8,618	减持
10	AAPL	APPLE INC COM	$2.6M	1.63%	9,114	减持
11	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$2.5M	1.56%	5,284	减持
12	SCHP	SCHWAB US TIPS ETF	$2.4M	1.51%	92,062	增持
13	JSI	JANUS HENDERSON SECURITIZED INCOME ETF	$2.3M	1.44%	45,291	增持
14	TJX	TJX COS INC NEW COM	$2.3M	1.41%	15,015	减持
15	ABBV	ABBVIE INC COM	$1.8M	1.11%	7,146	减持
16	RTX	RTX CORPORATION COM	$1.8M	1.11%	9,486	减持
17	SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	$1.7M	1.08%	16,314	增持
18	GLW	CORNING INC COM	$1.7M	1.05%	6,623	减持
19	MSFT	MICROSOFT CORP COM	$1.7M	1.03%	4,447	增持
20	ANGL	VANECK FALLEN ANGEL HIGH YIELD BOND ETF	$1.6M	0.99%	54,560	增持
21	JHPI	JOHN HANCOCK PREFERRED INCOME ETF	$1.5M	0.95%	67,434	增持
22	TOTL	STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF	$1.5M	0.92%	37,480	减持
23	NVS	NOVARTIS AG SPONSORED ADR	$1.4M	0.89%	9,183	增持
24	MPC	MARATHON PETE CORP COM	$1.4M	0.88%	5,557	减持
25	STX	SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	$1.4M	0.87%	1,454	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR