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Winthrop Partners - WNY, LLC · 13F 持仓分析
期权收益计算器 机构排行

Winthrop Partners - WNY, LLC

No.7114 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.02亿
环比变动 Q1 2026
+$1,452.5万+7.7%
持仓股票数
87
新买入
3
加仓
38
减仓
21
清仓
3
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
博通AVGO
5.06%4.46%$1,022.7万2.7万股$837.8万2.7万股+4股+0.01%加仓
IiShares安硕信托IXUS
4.65%4.57%$939.8万9.8万股$858.0万9.9万股-562股-0.57%减仓
苹果AAPL
4.33%4.08%$874.9万3.0万股$765.5万3.0万股+75股+0.25%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
3.7%3.52%$748.1万6.8万股$660.3万6.8万股-94股-0.14%减仓
V先锋领航指数基金VB
3.43%3.24%$693.6万2.3万股$607.5万2.3万股-310股-1.34%减仓
摩根大通JPM
3.12%3.01%$631.3万1.9万股$564.6万1.9万股+91股+0.47%加仓
IiShares安硕信托IGIB
3.05%3.25%$616.9万11.6万股$609.3万11.4万股+1,549股+1.35%加仓
IiShares安硕信托IBDS
2.95%3.17%$596.4万24.6万股$594.2万24.5万股+1,106股+0.45%加仓
AAlphabet Inc Class CGOOG
2.94%2.58%$595.4万1.7万股$483.9万1.7万股-19股-0.11%减仓
沃尔玛WMT
2.81%3.31%$568.3万5.0万股$620.5万5.0万股+254股+0.51%加仓
伊顿ETN
2.68%2.41%$542.7万1.3万股$452.0万1.3万股+98股+0.78%加仓
IiShares安硕信托IBDT
2.65%2.7%$534.9万21.2万股$506.7万20.0万股+1.2万股+5.91%加仓
IiShares安硕·COREIJR
2.64%2.36%$534.7万3.6万股$443.5万3.6万股+375股+1.05%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
2.61%2.7%$527.6万22.8万股$507.5万21.8万股+9,601股+4.40%加仓
IiShares安硕信托IVV
2.59%2.52%$522.8万6,981股$472.5万7,233股-252股-3.48%减仓
微软MSFT
2.47%2.68%$499.7万1.3万股$502.1万1.4万股-168股-1.24%减仓
IiShares安硕信托IBDR
2.46%2.83%$496.9万20.5万股$531.8万21.9万股-1.4万股-6.53%减仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
2.34%2.4%$473.8万21.7万股$450.8万20.6万股+1.1万股+5.52%加仓
摩托罗拉解决方案MSI
2.33%2.62%$471.9万1.1万股$491.3万1.1万股+41股+0.36%加仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
2.29%2.37%$463.3万22.2万股$445.3万21.3万股+9,543股+4.48%加仓
IiShares安硕信托IDV
2.21%2.47%$446.4万10.8万股$464.0万10.9万股-1,253股-1.15%减仓
康宁GLW
2.21%1.27%$446.1万1.7万股$237.5万1.7万股00.00%持仓不变
强生JNJ
1.74%1.8%$352.4万1.4万股$337.8万1.4万股+56股+0.41%加仓
CHUBB LIMITEDCB
1.65%1.7%$334.5万9,817股$318.1万9,761股+56股+0.57%加仓
IiShares安硕信托PFF
1.61%1.66%$324.7万10.6万股$310.8万10.3万股+3,982股+3.88%加仓
I景顺交易所交易基金IIBKLN
1.59%1.66%$322.4万15.8万股$311.3万15.3万股+5,709股+3.74%加仓
ANALOG DEVICES COMADI
1.58%1.35%$319.6万8,048股$253.3万7,962股+86股+1.08%加仓
IiShares安硕信托DVY
1.45%1.48%$292.5万1.9万股$277.9万1.8万股+361股+1.97%加仓
家得宝HD
1.36%1.37%$275.7万7,818股$256.3万7,793股+25股+0.32%加仓
马拉松石油MPC
1.28%1.29%$257.8万1.0万股$242.4万9,929股+155股+1.56%加仓
江森自控JCI
1.27%1.21%$256.6万1.8万股$227.1万1.7万股+215股+1.24%加仓
联合太平洋铁路UNP
1.23%1.17%$248.1万9,123股$219.7万9,057股+66股+0.73%加仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
1.1%1.01%$222.1万8.8万股$189.6万7.5万股+1.3万股+17.50%加仓
达登饭店DRI
0.99%1.01%$200.7万9,743股$189.5万9,666股+77股+0.80%加仓
芝加哥商品交易所CME
0.92%1.31%$185.9万8,416股$246.6万8,351股+65股+0.78%加仓
V先锋领航·FSTEVWO
0.85%0.82%$171.9万2.9万股$153.6万2.8万股+381股+1.34%加仓
空气化工APD
0.77%0.82%$156.0万5,320股$153.3万5,276股+44股+0.83%加仓
艾伯维ABBV
0.72%0.66%$146.0万5,801股$124.4万5,719股+82股+1.43%加仓
V先锋领航·FTSEVEA
0.68%0.66%$137.5万1.9万股$123.6万1.9万股00.00%持仓不变
宝洁PG
0.65%0.68%$130.4万8,895股$128.5万8,895股00.00%持仓不变
V先锋领航指数基金VNQ
0.55%0.54%$112.0万1.2万股$100.7万1.1万股+259股+2.28%加仓
威瑞森VZ
0.55%0.69%$110.9万2.6万股$129.5万2.6万股+393股+1.52%加仓
KKKR & COMKKR
0.52%0.56%$105.4万1.1万股$105.2万1.1万股+103股+0.91%加仓
SERVICE INTLSCI
0.5%$100.3万1.3万股$00股+1.3万股新买入
谷歌AGOOGL
0.5%0.43%$100.1万2,802股$80.6万2,802股00.00%持仓不变
APOLLO GLOBAL MGMT COMAPO
0.47%0.47%$94.5万7,991股$88.2万7,913股+78股+0.99%加仓
N新纪元能源NEE
0.46%0.52%$93.4万1.1万股$97.5万1.0万股+146股+1.39%加仓
礼来LLY
0.43%0.36%$87.4万729股$67.1万729股00.00%持仓不变
英伟达NVDA
0.42%0.4%$85.4万4,270股$74.7万4,285股-15股-0.35%减仓
沃特世WAT
0.42%0.36%$84.6万2,255股$67.2万2,255股00.00%持仓不变

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