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

22Q2 调仓2021-09-30 → 2022-06-30 · 共 150 项建仓 4增持 47减持 71清仓 28

方向

标的

Δ市值

现股数(环比)

减持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

-$7.7M

3,099 -98%

增持

VGSH VANGUARD SHORT TERM TREASURY ETF

+$6.6M

561,359 +30%

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW

+$6.4M

331,922

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。

增持

AMZN AMAZON.COM INC

-$6.4M

98,761 +1823%

减持

NFLX NETFLIX INC

-$3.8M

7,205 -12%

减持

PYPL PAYPAL HOLDINGS INC

-$3.2M

14,938 -8%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-$3.0M

386,276 -2%

减持

AAPL APPLE INC

-$2.1M

147,874 -6%

减持

NVDA NVIDIA CORP

-$2.1M

32,391 -4%

减持

GOOG ALPHABET INC CL C

-$2.0M

3,509 -4%

减持

DIS WALT DISNEY CO

-$2.0M

22,963 -8%

减持

MSFT MICROSOFT CORP

-$2.0M

48,132 -6%

减持

SHY ISHARES 1-3 YR TREASURY BOND ETF

-$2.0M

60,804 -26%

减持

CRM SALESFORCE INC

-$1.9M

14,153 -8%

减持

ADBE ADOBE INC

-$1.6M

6,474 -6%

增持

SHV ISHARES SHORT TREASURY BOND ETF

+$1.5M

105,584 +15%

减持

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET

-$1.4M

68,989 -17%

减持

SYK STRYKER CORP

-$1.4M

16,989 -7%

减持

V VISA INC CL A

-$1.4M

25,106 -11%

减持

JPM JPMORGAN CHASE & CO

-$1.3M

24,024 -2%

增持

META META PLATFORMS INC CL A

-$1.3M

7,614 +4%

增持

VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF

+$1.1M

24,848 +676%

减持

NKE NIKE INC CL B

-$1.0M

16,752 -11%

减持

— MARVELL TECHNOLOGY INC

-$994.0K

48,933 -6%

增持

— INVESCO QQQ ETF

-$984.0K

26,718 +13%

减持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF

-$968.0K

16,585 -60%

增持

C CITIGROUP INC NEW

-$822.0K

36,974 +3%

减持

EBAY EBAY INC

-$612.0K

18,660 -6%

减持

AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF

-$515.0K

2,830 -77%

增持

VCSH VANGUARD SHORT TERM CORP BOND ETF

+$485.0K

7,719 +514%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$440.0K

77,739 +5%

减持

BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS

-$430.0K

10,739 -4%

减持

ARKK ARK INNOVATION ETF

-$425.0K

420 -89%

减持

BRK/B BERKSHIRE HATHAWAY INC CL B NEW

-$422.0K

26,637 -6%

减持

SBUX STARBUCKS CORP

-$414.0K

11,510 -2%

减持

TXN TEXAS INSTRUMENTS INC

-$377.0K

8,144 -4%

增持

— MEDTRONIC PLC

-$340.0K

9,623 +0%

减持

HON HONEYWELL INTL INC

-$339.0K

7,656 -3%

增持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

+$327.0K

14,599 +335%

减持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

-$325.0K

21,597 -28%

减持

KO COCA-COLA COMPANY

+$243.0K

25,728 -2%

减持

MA MASTERCARD INC CL A

-$235.0K

4,759 -5%

减持

MMM 3M COMPANY

-$191.0K

3,555 -4%

减持

NOC NORTHROP GRUMMAN CORP

+$188.0K

2,004 -6%

增持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

+$183.0K

6,417 +168%

减持

ROP ROPER TECHNOLOGIES INC

-$166.0K

1,565 -11%

增持

SPY SPDR S&P 500 ETF

-$160.0K

4,654 +4%

增持

DE DEERE & CO

+$157.0K

628 +583%

减持

COST COSTCO WHOLESALE CORP

-$129.0K

2,899 -14%

增持

NEAR BLACKROCK SHORT MATURITY BOND ETF

+$121.0K

3,750 +196%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$104.0K

4,463 -23%

减持

— ISHARES GOLD TRUST NEW

-$102.0K

56,147 -8%

减持

SMH VANECK SEMICONDUCTOR ETF

-$102.0K

1,513 -5%

增持

CVX CHEVRON CORP

+$98.0K

1,685 +17%

清仓

IZRL ARK ETF TR ISRAEL INOVATE ETF

-$97.0K

0 -100%

清仓

ARKQ ARK ETF TR AUTNMUS TECHNLGY ETF

-$96.0K

0 -100%

减持

VFH VANGUARD FINANCIALS ETF

-$95.0K

4,491 -6%

增持

WEC WEC ENERGY GROUP INC

+$95.0K

6,847 +2%

增持

PFE PFIZER INC

+$95.0K

9,435 +1%

减持

RTX RAYTHEON TECHNOLOGIES CORP

+$89.0K

10,010 -1%

减持

VB VANGUARD SMALL CAP ETF

-$89.0K

893 -21%

清仓

VGIT VANGUARD INTER TERM TREAS ETF

-$85.0K

0 -100%

增持

GOOGL ALPHABET INC CL A

-$82.0K

215 +4%

增持

ABBV ABBVIE INC

+$78.0K

764 +109%

减持

ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF

-$76.0K

3,528 -3%

增持

T AT&T INC

-$73.0K

14,610 +4%

减持

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

-$73.0K

4,016 -5%

增持

TSLA TESLA INC

-$70.0K

944 +4%

减持

MRNA MODERNA INC

-$68.0K

132 -42%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$64.0K

1,411 -1%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$61.0K

1,883 +1%

减持

BA BOEING COMPANY

-$61.0K

405 -23%

减持

VAW VANGUARD MATERIALS ETF

-$58.0K

1,763 -10%

减持

F FORD MOTOR CO NEW

-$56.0K

11,372 -12%

减持

VHT VANGUARD HEALTH CARE ETF

-$53.0K

1,834 -7%

清仓

CRWD CROWDSTRIKE HOLDINGS INC COM CL A

-$52.0K

0 -100%

增持

GLTR ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETF

+$50.0K

802 +293%

增持

VLO VALERO ENERGY CORP

+$49.0K

1,117 +13%

建仓

XOP SPDR SERIES TRUST S&P OIL & GAS EXPLORATN & PRODUCTION ETF NEW

+$48.0K

406

增持

JNJ JOHNSON & JOHNSON

+$48.0K

1,946 +6%

清仓

DDOG DATADOG INC COM CL A

-$47.0K

0 -100%

减持

WFC WELLS FARGO & CO NEW

-$47.0K

1,741 -30%

清仓

UPST UPSTART HLDGS INC COM

-$46.0K

0 -100%

增持

COP CONOCOPHILLIPS

+$46.0K

1,765 +6%

减持

GBTC GRAYSCALE BITCOIN TRUST BTC ACCD INVS

-$45.0K

1,931 -5%

清仓

NET CLOUDFLARE INC COM CL A

-$44.0K

0 -100%

增持

XLE SECTOR ENERGY SELECT SECTOR SPDR ETF

+$43.0K

1,632 +15%

清仓

SHOP SHOPIFY INC COM CL A

-$42.0K

0 -100%

清仓

LSPD LIGHTSPEED COMMERCE INC COM

-$41.0K

0 -100%

减持

DOW DOW INC

-$41.0K

1,410 -29%

减持

IWM ISHARES RUSSELL 2000 ETF

-$40.0K

741 -2%

清仓

— ATLASSIAN CORPORATION PLC COM CL A

-$40.0K

0 -100%

清仓

DOCN DIGITALOCEAN HLDGS INC COM

-$38.0K

0 -100%

增持

FCX FREEPORT MCMORAN INC

+$36.0K

2,035 +178%

清仓

MDB MONGODB INC COM CL A

-$35.0K

0 -100%

增持

SPIP SPDR TIPS ETF

+$35.0K

39,148 +17%

减持

GLD SPDR GOLD TRUST GOLD SHARES

+$33.0K

8,611 -0%

减持

— EXXON MOBIL CORP

+$32.0K

1,383 -5%

清仓

BILL BILL COM HLDGS INC COM

-$32.0K

0 -100%

增持

EOG EOG RESOURCES INC

+$32.0K

890 +9%

增持

TGT TARGET CORP

-$32.0K

382 +1%

清仓

AGG ISHARES TRUST CORE US AGGBD ET ETF

-$31.0K

0 -100%

减持

MO ALTRIA GROUP INC

-$31.0K

360 -65%

增持

CSCO CISCO SYSTEMS INC

+$31.0K

1,259 +195%

清仓

TSCO TRACTOR SUPPLY CO COM

-$31.0K

0 -100%

增持

PEP PEPSICO INC

+$30.0K

819 +15%

清仓

— CLOUDERA INC COM

-$30.0K

0 -100%

清仓

CFG CITIZENS FINL GROUP INC COM

-$30.0K

0 -100%

减持

SQ BLOCK INC CL A

-$30.0K

15 -88%

清仓

— INVENTRUST PROPERTIES CORP NSA

-$29.0K

0 -100%

清仓

VOO VANGUARD S&P 500 ETF SHS

-$29.0K

0 -100%

清仓

SE SEA LIMITED ADR

-$29.0K

0 -100%

清仓

ZS ZSCALER INC COM

-$29.0K

0 -100%

清仓

HUBS HUBSPOT INC COM

-$28.0K

0 -100%

减持

ROKU ROKU INC SER A

-$28.0K

12 -87%

增持

MAIN MAIN STREET CAPITAL CORP

+$27.0K

815 +676%

清仓

DOCU DOCUSIGN INC COM

-$26.0K

0 -100%

建仓

WBD WARNER BROS DISCOVERY INC SER A

+$26.0K

1,972

建仓

IVT INVENTRUST PROPERTIES CORP NEW

+$26.0K

1,014

增持

BP BP PLC SPON ADR

+$26.0K

9,552 +6%

增持

UPS UNITED PARCEL SERVICE INC CL B

+$26.0K

178 +334%

增持

XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-$26.0K

1,027 +1%

增持

SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF

-$25.0K

655 +1%

增持

— ASML HOLDING NV NY REGISTRY SHS NEW 2012

+$25.0K

80 +344%

减持

IEO ISHARES TRUST US OIL GAS EXPL ETF

+$24.0K

1,311 -2%

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$23.0K

1,146 +27%

减持

HBAN HUNTINGTON BANCSHRES INC

-$23.0K

736 -64%

减持

MDY SPDR S&P MID CAP 400 ETF

-$23.0K

319 -1%

减持

DAL DELTA AIRLINES INC NEW

-$22.0K

907 -19%

增持

SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF

+$22.0K

607 +1191%

清仓

ADYEY ADYEN NV ADR UNSPONSORED

-$22.0K

0 -100%

减持

LUV SOUTHWEST AIRLINES CO

-$21.0K

669 -23%

增持

VIS VANGUARD INDUSTRIALS ETF

-$21.0K

1,251 +5%

清仓

NOW SERVICENOW INC COM

-$21.0K

0 -100%

减持

ILMN ILLUMINA, INC.

-$21.0K

88 -2%

减持

IP INTL PAPER COMPANY

-$20.0K

573 -28%

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

-$20.0K

1,685 -4%

减持

HOG HARLEY DAVIDSON INC

-$20.0K

398 -56%

增持

— LAM RESEARCH CORP

+$18.0K

213 +66%

减持

BAC BANK OF AMERICA CORP

-$18.0K

1,520 -0%

减持

VGK VANGUARD FTSE EUROPE ETF

-$18.0K

1,321 -2%

建仓

HPF HANCOCK JOHN PREFERRED INCOME FUND II

+$18.0K

1,007

增持

TJX TJX COS INC NEW

+$17.0K

385 +413%

清仓

AOM ISHARES TRUST MODERT ALLOC ETF

-$17.0K

0 -100%

减持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF

-$17.0K

370 -4%

清仓

— PURPOSE SILVER BULLION FUND ETF NON CURRENCY

-$17.0K

0 -100%

增持

LMT LOCKHEED MARTIN CORP

+$16.0K

115 +16%

清仓

WPM WHEATON PRECIOUS METALS CORP COM

-$16.0K

0 -100%

减持

VUG VANGUARD GROWTH ETF

-$16.0K

73 -33%

减持

VEA VANGUARD FTSE DEVELOPED MKTS ETF

-$16.0K

268 -49%