Winthrop Advisory Group LLC 13F 持仓 · 2026年Q2
Winthrop Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 226 只证券，申报市值合计 14.85 亿美元。前几大持仓：ITOT（11.35%）、IVV（9.98%）、ACWX（7.09%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $168.5M | 11.35% | 1.0M | 增持 |
| 2 | IVV | ISHARES TR | $148.1M | 9.98% | 197,805 | 增持 |
| 3 | ACWX | ISHARES TR | $105.2M | 7.09% | 1.4M | 增持 |
| 4 | IWB | ISHARES TR | $101.4M | 6.83% | 247,599 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $93.6M | 6.31% | 127,279 | 减持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $72.0M | 4.85% | 2.5M | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $71.9M | 4.84% | 194,227 | 增持 |
| 8 | ICSH | ISHARES TR | $68.8M | 4.63% | 1.4M | 增持 |
| 9 | AAPL | APPLE INC | $44.4M | 2.99% | 153,589 | 减持 |
| 10 | IJH | ISHARES TR | $42.0M | 2.83% | 545,312 | 增持 |
| 11 | SPTM | SPDR SERIES TRUST | $42.0M | 2.83% | 462,176 | 减持 |
| 12 | DGRW | WISDOMTREE TR | $34.1M | 2.30% | 356,925 | 增持 |
| 13 | VXF | VANGUARD INDEX FDS | $25.9M | 1.75% | 105,228 | 增持 |
| 14 | IWF | ISHARES TR | $23.6M | 1.59% | 189,751 | 增持 |
| 15 | INTF | ISHARES TR | $22.3M | 1.50% | 545,342 | 减持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $22.0M | 1.48% | 29,388 | 增持 |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $20.9M | 1.41% | 69,033 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $15.9M | 1.07% | 42,521 | 增持 |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $14.0M | 0.94% | 315,175 | 减持 |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $14.0M | 0.94% | 109,467 | 增持 |
| 21 | IEMG | ISHARES INC | $13.1M | 0.88% | 158,270 | 增持 |
| 22 | VXUS | VANGUARD STAR FDS | $12.0M | 0.81% | 140,134 | 增持 |
| 23 | AMZN | AMAZON COM INC | $11.8M | 0.79% | 49,480 | 增持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $11.6M | 0.78% | 366,832 | 减持 |
| 25 | VUG | VANGUARD INDEX FDS | $11.4M | 0.77% | 132,088 | 增持 |
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