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Winch Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Winch Advisory Services, LLC
报告期 2026-03-31 · CIK 0001585822
持仓数
530
前50大市值合计
$398.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 17
增持 82
减持 29
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM TREAS ETF
+$7.2M
430,480
+38%
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG ETF
+$7.0M
261,771
+41%
减持
SPYV
SPDR SERIES TRUST PRTFLO S&P500 VL ETF
-$3.1M
200,600
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-28%
减持
—
INVESCO QQQ TRUST UNIT SER 1 ETF
-$2.8M
23,671
-26%
减持
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
-$2.0M
81,728
-22%
减持
AMZN
AMAZON COM INC COM
-$1.1M
5,137
-2%
减持
BABA
ALIBABA GROUP HOLDING LTD ADR SPONSORED
-$914.0K
11,149
-1%
增持
SPTM
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF
+$860.0K
395,305
+4%
增持
NFLX
NETFLIX INC COM
+$768.0K
8,212
+2%
增持
AAPL
APPLE INC COM
+$737.0K
157,948
+0%
增持
GOOG
ALPHABET INC COM CL C
+$672.0K
3,643
+1%
增持
MSFT
MICROSOFT CORP COM
+$614.0K
51,016
+0%
增持
CRM
SALESFORCE.COM INC COM
+$517.0K
15,457
+3%
增持
PYPL
PAYPAL HOLDINGS INC COM
-$418.0K
16,206
+2%
增持
ARKK
ARK ETF TR INNOVATION ETF
+$350.0K
3,995
+470%
减持
V
VISA INC COM CL A
-$337.0K
28,335
-0%
增持
NVDA
NVIDIA CORP COM
+$318.0K
33,735
+305%
增持
JPM
JP MORGAN CHASE & CO COM
+$260.0K
24,518
+2%
增持
COST
COSTCO WHOLESALE CORP COM
+$187.0K
3,379
+0%
减持
NKE
NIKE INC COM CL B
-$181.0K
18,748
-0%
增持
—
MARVELL TECHNOLOGY INC COM
+$168.0K
51,795
+2%
增持
BP
BP ADR SPONSORED
+$163.0K
8,978
+190%
减持
GBIL
GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF
-$162.0K
83,158
-2%
增持
DIS
WALT DISNEY COMPANY (THE) COM
-$154.0K
24,825
+0%
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
-$141.0K
73,908
+2%
增持
TSLA
TESLA INC COM
+$136.0K
910
+8%
减持
SPIB
SPDR SERIES TRUST PORTFOLIO INTRMD ETF
-$134.0K
41,320
-8%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETF
+$101.0K
3,649
+77%
增持
SYK
STRYKER CORP COM
+$99.0K
18,215
+1%
建仓
IZRL
ARK ETF TR ISRAEL INOVATE ETF
+$97.0K
3,312
建仓
ARKQ
ARK ETF TR AUTNMUS TECHNLGY ETF
+$96.0K
1,235
增持
MMM
3M COMPANY COM
-$76.0K
3,713
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
-$75.0K
28,190
+1%
增持
SPIP
SPDR SERIES TRUST PORTFLI TIPS ETF
+$60.0K
33,504
+6%
增持
MRNA
MODERNA INC COM
+$56.0K
227
+72%
增持
META
FACEBOOK INC COM CL A
-$55.0K
7,322
+0%
增持
GOOGL
ALPHABET INC COM CL A
+$55.0K
206
+1%
增持
TXN
TEXAS INSTRUMENTS INC COM
+$54.0K
8,469
+3%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$52.0K
1,756
-1%
增持
SHV
ISHARES TRUST SHORT TREAS BD ETF
+$49.0K
91,790
+1%
增持
MA
MASTERCARD INCORPORATED COM CL A
-$47.0K
4,992
+2%
增持
PG
PROCTER & GAMBLE CO COM
+$46.0K
5,582
+3%
增持
PFE
PFIZER INC COM
+$46.0K
9,301
+3%
增持
T
AT&T INC COM
+$42.0K
14,045
+20%
增持
HON
HONEYWELL INTERNATIONAL INC COM
-$42.0K
7,865
+1%
建仓
LSPD
LIGHTSPEED COMMERCE INC COM
+$41.0K
427
清仓
PHYS
SPROTT PHYSICAL GOLD TRUST UNIT
-$41.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$41.0K
81
+710%
减持
C
CITIGROUP INC COM
-$39.0K
35,935
-1%
清仓
PSLV
SPROTT PHYSICAL SILVER TRUST TR UNIT
-$38.0K
0
-100%
建仓
DOCN
DIGITALOCEAN HLDGS INC COM
+$38.0K
494
增持
—
BLACKROCK INC COM
+$38.0K
55
+511%
增持
UPST
UPSTART HLDGS INC COM
+$36.0K
144
+78%
减持
VCIT
VANGUARD INT-TERM CORP ETF
-$34.0K
106
-77%
减持
—
ISHARES GOLD TRUST ISHARES NEW ETF
-$32.0K
60,713
-1%
增持
MCD
MCDONALD'S CORPORATION COM
+$32.0K
1,369
+6%
增持
SHOP
SHOPIFY INC COM CL A
+$29.0K
31
+244%
增持
—
MEDTRONIC PLC COM
+$28.0K
9,602
+1%
增持
—
ATLASSIAN CORPORATION PLC COM CL A
+$28.0K
102
+117%
减持
—
ABERDEEN ASIA PACI COM
-$27.0K
12,146
-30%
建仓
DOCU
DOCUSIGN INC COM
+$26.0K
100
增持
RTX
RAYTHEON TECH CORP COM
+$26.0K
10,158
+2%
增持
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
+$26.0K
4,466
+1%
增持
DDOG
DATADOG INC COM CL A
+$25.0K
332
+60%
减持
AOM
ISHARES TRUST MODERT ALLOC ETF
-$25.0K
370
-60%
增持
ADBE
ADOBE INC COM
-$25.0K
6,870
+1%
增持
VWO
VANGUARD FTSE EMR MKT ETF
-$23.0K
5,790
+1%
减持
FLGT
FULGENT GENETICS INC COM
-$22.0K
66
-79%
减持
ROKU
ROKU INC COM CL A
-$22.0K
94
-16%
增持
FDX
FEDEX CORP COM
-$21.0K
262
+0%
增持
AVGO
BROADCOM INC COM
+$20.0K
76
+117%
增持
BILL
BILL COM HLDGS INC COM
+$20.0K
121
+89%
减持
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$19.0K
29,934
-2%
减持
BA
BOEING CO COM
-$19.0K
528
-7%
增持
MDB
MONGODB INC COM CL A
+$18.0K
74
+54%
减持
VTI
VANGUARD TOTAL STK MKT ETF
-$18.0K
1,873
-4%
增持
—
UNITED STATES STEEL CORP COM
+$17.0K
3,237
+44%
增持
SPTS
SPDR SERIES TRUST PORTFOLIO SH TSR ETF
+$17.0K
3,359
+20%
增持
SHAG
WISDOMTREE US EFFICIENT CORE YIELD ENHANCED ETF
+$17.0K
2,393
+16%
增持
VCSH
VANGUARD SHRT TRM CORP BD ETF
+$17.0K
1,257
+20%
建仓
APD
AIR PRODUCTS & CHEMICALS INC COM
+$16.0K
62
增持
PEP
PEPSICO INC COM
+$16.0K
710
+15%
减持
VGIT
VANGUARD INTER TERM TREAS ETF
-$16.0K
1,256
-16%
建仓
SPG
SIMON PROPERTY GROUP INC COM
+$16.0K
123
增持
KO
COCA-COLA CO COM
-$16.0K
26,228
+2%
减持
VTIP
VANGUARD STRM INFPROIDX ETF
-$16.0K
3,201
-9%
减持
IBB
ISHARES TRUST ISHARES BIOTECHNOLOGY ETF
-$15.0K
1,424
-5%
增持
HUBS
HUBSPOT INC COM
+$15.0K
41
+86%
清仓
TXG
10X GENOMICS INC COM CL A
-$14.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY ETF
+$14.0K
567
+17%
建仓
AMT
AMERICAN TOWER CORP COM USD0.01
+$14.0K
52
增持
NET
CLOUDFLARE INC COM CL A
+$14.0K
392
+37%
清仓
TWLO
TWILIO INC COM CL A
-$13.0K
0
-100%
增持
ZS
ZSCALER INC COM
+$13.0K
112
+49%
建仓
IIPR
INNOVATIVE INDUSTRIAL PROPERTE COM USD0.001
+$12.0K
51
清仓
ZG
ZILLOW GROUP INC COM CL A
-$12.0K
0
-100%
增持
NOW
SERVICENOW INC COM
+$12.0K
34
+113%
增持
CELH
CELSIUS HOLDINGS INC COM
+$12.0K
163
+279%
清仓
LOB
LIVE OAK BANCSHARES INC COM
-$12.0K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$12.0K
1,667
+0%
建仓
STZ
CONSTELLATION BRANDS INC COM CL A
+$11.0K
52
清仓
WD
WALKER AND DUNLOP COM
-$11.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC COM CL A
-$11.0K
0
-100%
减持
ABNB
AIRBNB INC COM CL A
-$11.0K
50
-59%
增持
ADYEY
ADYEN NV ADR UNSPONSORED
+$11.0K
781
+260%
清仓
—
WIX.COM LTD COM
-$10.0K
0
-100%
增持
SE
SEA LIMITED ADR
+$10.0K
92
+30%
建仓
—
INMODE LTD COM
+$10.0K
61
清仓
SNOW
SNOWFLAKE INC COM CL A
-$10.0K
0
-100%
减持
VB
VANGUARD SMALL CP ETF
-$10.0K
1,125
-1%
增持
SMH
VANECK ETF TRUST SEMICONDUCTOR ETF
-$9.0K
1,600
+0%
减持
—
CARNIVAL CORP UNITS
-$9.0K
305
-53%
增持
HOG
HARLEY DAVIDSON COM
-$9.0K
911
+0%
增持
ESGV
VANGUARD ESG US STK ETF
+$9.0K
387
+38%
清仓
BOC
BOSTON OMAHA CORPORATION COM
-$8.0K
0
-100%
增持
—
ELASTIC N V COM
+$8.0K
85
+150%
清仓
—
ARISTA NETWORKS INC COM
-$8.0K
0
-100%
清仓
APPN
APPIAN CORPORATION COM CL A
-$8.0K
0
-100%
清仓
PINS
PINTEREST INC COM CL A
-$8.0K
0
-100%
建仓
TMUS
T-MOBILE US INC COM
+$8.0K
65
增持
WM
WASTE MANAGEMENT INC COM
+$8.0K
810
+0%
建仓
BCE
BCE INC COM
+$8.0K
160
减持
QCOM
QUALCOMM INC COM
-$8.0K
547
-1%
清仓
IHI
ISHARES TRUST U.S. MED DVC ETF
-$8.0K
0
-100%
增持
MRK
MERCK & CO INC COM
+$8.0K
367
+41%
增持
CVX
CHEVRON CORPORATION COM
+$7.0K
1,443
+9%
增持
BOTZ
GLOBAL X FDS RBTCS ARTFL INTE ETF
+$7.0K
4,246
+0%
减持
MGNI
MAGNITE INC COM
-$7.0K
76
-71%
清仓
KNSL
KINSALE CAPITAL GROUP INC COM
-$7.0K
0
-100%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$7.0K
1,021
+35%
增持
DOW
DOW INC COM
+$7.0K
1,985
+18%
清仓
MAR
MARRIOTT INTERNATIONAL INC COM CL A
-$7.0K
0
-100%
增持
VLO
VALERO ENERGY CORP COM
-$7.0K
990
+0%
增持
—
GLOBAL X FDS CANNABIS ETF
-$7.0K
1,516
+1%
清仓
ETSY
ETSY INC COM
-$7.0K
0
-100%
增持
IP
INTERNATIONAL PAPER CO COM
+$6.0K
793
+28%
减持
—
NORWEGIAN CRUISE LINE HLDGS LT COM
-$6.0K
213
-49%
增持
D
DOMINION ENERGY INC COM
+$6.0K
193
+69%
建仓
ASAN
ASANA INC COM CL A
+$6.0K
58
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$6.0K
1,199
+1%
清仓
MELI
MERCADOLIBRE INC COM
-$6.0K
0
-100%
增持
BX
BLACKSTONE INC COM
+$6.0K
136
+36%
清仓
LMND
LEMONADE INC COM
-$5.0K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES COM CL A
+$5.0K
10
增持
WMT
WALMART INC COM
+$5.0K
2,502
+3%
建仓
TER
TERADYNE INC COM
+$5.0K
50
清仓
NVTA
INVITAE CORP COM
-$5.0K
0
-100%
增持
—
ETF MANAGERS TRUST ETFMG ALTR HRVST
-$5.0K
942
+0%
清仓
HCAT
HEALTH CATALYST INC COM
-$5.0K
0
-100%
建仓
DCBO
DOCEBO INC COM
+$5.0K
68
