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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 150 项建仓 11增持 63减持 55清仓 21

方向

标的

Δ市值

现股数(环比)

清仓

— INVESCO QQQ ETF

-$7.5M

0 -100%

建仓

QQQ INVESCO QQQ ETF

+$7.3M

27,300

减持

VGSH VANGUARD SHORT TERM TREASURY ETF

-$3.4M

513,476 -9%

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。

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

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$2.4M

462,146 +20%

清仓

— MARVELL TECHNOLOGY INC

-$2.1M

0 -100%

建仓

MRVL MARVELL TECHNOLOGY INC

+$2.1M

48,334

清仓

— ISHARES GOLD TRUST NEW

-$1.9M

0 -100%

建仓

IAU ISHARES GOLD TRUST NEW

+$1.8M

55,796

增持

MSFT MICROSOFT CORP

-$1.2M

48,138 +0%

增持

NVDA NVIDIA CORP

-$913.0K

32,925 +2%

增持

GOOG ALPHABET INC CL C

-$908.0K

70,388 +1906%

减持

AMZN AMAZON.COM INC

+$612.0K

98,238 -1%

减持

ADBE ADOBE INC

-$590.0K

6,469 -0%

减持

V VISA INC CL A

-$535.0K

24,814 -1%

减持

NFLX NETFLIX INC

+$373.0K

6,938 -4%

减持

BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS

-$370.0K

10,642 -1%

减持

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

-$350.0K

65,474 -5%

减持

NKE NIKE INC CL B

-$340.0K

16,502 -1%

减持

CRM SALESFORCE INC

-$339.0K

13,883 -2%

减持

SHY ISHARES 1-3 YR TREASURY BOND ETF

-$282.0K

58,520 -4%

减持

BRK/B BERKSHIRE HATHAWAY INC CL B NEW

-$280.0K

26,184 -2%

减持

KO COCA-COLA COMPANY

-$238.0K

24,656 -4%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$236.0K

79,482 +2%

减持

PYPL PAYPAL HOLDINGS INC

+$231.0K

14,803 -1%

减持

JPM JPMORGAN CHASE & CO

-$212.0K

23,859 -1%

减持

C CITIGROUP INC NEW

-$211.0K

35,742 -3%

减持

MA MASTERCARD INC CL A

-$180.0K

4,645 -2%

增持

META META PLATFORMS INC CL A

-$177.0K

7,749 +2%

减持

VZ VERIZON COMMUNICATIONS INC

-$136.0K

8,421 -6%

减持

GLD SPDR GOLD TRUST GOLD SHARES

-$134.0K

8,516 -1%

增持

RTX RAYTHEON TECHNOLOGIES CORP

-$133.0K

10,131 +1%

增持

TSLA TESLA INC

+$127.0K

2,875 +205%

减持

NEAR BLACKROCK SHORT MATURITY BOND ETF

-$124.0K

1,247 -67%

增持

SBUX STARBUCKS CORP

+$102.0K

11,640 +1%

减持

PFE PFIZER INC

-$97.0K

9,096 -4%

增持

PG PROCTER & GAMBLE CO

-$96.0K

5,533 +0%

增持

SPY SPDR S&P 500 ETF

-$93.0K

4,657 +0%

增持

— MEDTRONIC PLC

-$84.0K

9,662 +0%

增持

EBAY EBAY INC

-$80.0K

18,965 +2%

减持

SHV ISHARES SHORT TREASURY BOND ETF

-$79.0K

104,960 -1%

减持

ROP ROPER TECHNOLOGIES INC

-$75.0K

1,511 -3%

增持

WEC WEC ENERGY GROUP INC

-$72.0K

6,895 +1%

减持

HON HONEYWELL INTL INC

-$69.0K

7,561 -1%

清仓

— JACOBS ENGINEERNG GROUP

-$68.0K

0 -100%

增持

MMM 3M COMPANY

-$67.0K

3,556 +0%

增持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

+$65.0K

17,121 +17%

增持

T AT&T INC

-$63.0K

15,855 +9%

减持

AAPL APPLE INC

-$62.0K

145,841 -1%

建仓

J JACOBS SOLUTIONS INC

+$58.0K

532

增持

VCSH VANGUARD SHORT TERM CORP BOND ETF

+$58.0K

8,716 +13%

增持

GOOGL ALPHABET INC CL A

-$58.0K

4,300 +1900%

增持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

+$52.0K

7,724 +20%

清仓

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

-$48.0K

0 -100%

减持

DIS WALT DISNEY CO

-$48.0K

22,479 -2%

增持

SPIP SPDR TIPS ETF

-$42.0K

40,798 +4%

清仓

— GSK PLC SPON ADR

-$41.0K

0 -100%

减持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

-$40.0K

2,132 -31%

减持

SYK STRYKER CORP

+$39.0K

16,879 -1%

清仓

— ABERDEEN ASIA PACIFIC INCOME FUND INC

-$38.0K

0 -100%

减持

NOC NORTHROP GRUMMAN CORP

-$36.0K

1,963 -2%

减持

SMH VANECK SEMICONDUCTOR ETF

-$33.0K

1,483 -2%

增持

VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF

+$31.0K

26,520 +7%

减持

JNJ JOHNSON & JOHNSON

-$28.0K

1,943 -0%

增持

DE DEERE & CO

+$23.0K

631 +0%

减持

FDX FEDEX CORP

-$23.0K

228 -10%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$22.0K

4,499 +1%

建仓

GSK GSK PLC SPONSORED ADR NEW

+$22.0K

760

增持

COP CONOCOPHILLIPS

+$22.0K

1,769 +0%

减持

WMT WALMART INC

+$21.0K

2,752 -0%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$21.0K

2,094 +11%

增持

MCD MCDONALDS CORP

-$21.0K

1,324 +0%

减持

WBD WARNER BROS DISCOVERY INC SER A

-$20.0K

515 -74%

增持

TXN TEXAS INSTRUMENTS INC

+$20.0K

8,210 +1%

增持

— AMCOR PLC ORD USD 0.01

-$20.0K

12,661 +1%

清仓

HPF HANCOCK JOHN PREFERRED INCOME FUND II

-$18.0K

0 -100%

减持

CSCO CISCO SYSTEMS INC

-$14.0K

1,012 -20%

增持

ABBV ABBVIE INC

-$14.0K

771 +1%

增持

COST COSTCO WHOLESALE CORP

-$13.0K

2,913 +0%

增持

VUG VANGUARD GROWTH ETF

+$13.0K

137 +88%

减持

QCOM QUALCOMM INC

-$13.0K

536 -7%

增持

KMB KIMBERLY CLARK CORP

-$13.0K

1,859 +13%

清仓

CMCSA COMCAST CORP CL A NEW

-$12.0K

0 -100%

减持

DVN DEVON ENERGY CORP NEW

-$11.0K

191 -53%

清仓

BUI BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST

-$11.0K

0 -100%

减持

SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF

-$11.0K

1,445 -19%

减持

MDY SPDR S&P MID CAP 400 ETF

-$11.0K

301 -6%

增持

AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF

+$11.0K

3,279 +16%

增持

— WOLFSPEED INC

+$10.0K

104 +512%

减持

ASH ASHLAND INC

-$10.0K

708 -5%

减持

FCX FREEPORT MCMORAN INC

-$10.0K

1,843 -9%

减持

— LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

-$10.0K

533 -6%

增持

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

-$9.0K

4,022 +0%

清仓

DNP DNP SELECT INCOME FUND INC

-$9.0K

0 -100%

增持

VGK VANGUARD FTSE EUROPE ETF

-$9.0K

1,322 +0%

增持

— EXXON MOBIL CORP

+$9.0K

1,453 +5%

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

-$9.0K

22,460 +4%

减持

BA BOEING COMPANY

-$9.0K

380 -6%

增持

VTV VANGUARD VALUE ETF

+$8.0K

298 +35%

增持

IYR ISHARES U S REAL ESTATE ETF

-$8.0K

771 +0%

增持

IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF

+$8.0K

1,315 +0%

减持

AVGO BROADCOM INC

-$7.0K

68 -11%

减持

PKW INVESCO BUYBACK ACHIEVERS ETF

-$7.0K

42 -67%

增持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF

-$7.0K

372 +1%

减持

IFF INTL FLAVOR & FRAGRANCES

-$7.0K

56 -44%

增持

DOW DOW INC

-$7.0K

1,510 +7%

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

-$7.0K

1,154 +1%

增持

BP BP PLC SPON ADR

+$7.0K

9,755 +2%

清仓

XSD SPDR SERIES TRUST S&P SEMICONDUCTOR ETF

-$7.0K

0 -100%

增持

HPQ HP INC

-$7.0K

921 +1%

增持

TGT TARGET CORP

+$7.0K

412 +8%

增持

XEL XCEL ENERGY INC

-$7.0K

1,107 +1%

增持

XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-$7.0K

1,029 +0%

增持

IP INTL PAPER COMPANY

-$6.0K

577 +1%

清仓

CQQQ INVESCO CHINA TECHNOLOGY ETF

-$6.0K

0 -100%

减持

BAC BANK OF AMERICA CORP

-$6.0K

1,370 -10%

增持

OSK OSHKOSH CORP

+$6.0K

147 +227%

清仓

TTD TRADE DESK INC (THE) CL A

-$6.0K

0 -100%

建仓

HLN HALEON PLC ADR

+$6.0K

950

增持

LMT LOCKHEED MARTIN CORP

-$5.0K

116 +1%

增持

CVX CHEVRON CORP

+$5.0K

1,730 +3%

减持

QQQJ INVESCO NASDAQ NEXT GEN 100 ETF

-$5.0K

957 -15%

清仓

— SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO

-$5.0K

0 -100%

减持

WM WASTE MANAGEMENT INC DEL

+$5.0K

805 -1%

增持

LOW LOWES COMPANIES INC

+$5.0K

74 +51%

减持

— DUPONT DE NEMOURS INC

-$5.0K

757 -1%

建仓

VO VANGUARD MID CAP ETF

+$5.0K

增持

INTC INTEL CORP

-$5.0K

953 +17%

增持

— WALGREENS BOOTS ALLIANCE INC

-$5.0K

1,589 +10%

减持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR

-$5.0K

235 -7%

建仓

ENB ENBRIDGE INC

+$5.0K

135

增持

XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF

-$4.0K

570 +0%

增持

IVT INVENTRUST PROPERTIES CORP NEW

-$4.0K

1,022 +1%

增持

BGS B&G FOODS INC NEW

-$4.0K

510 +2%

清仓

— LIBERTY MEDIA CORP DEL SER A SIRIUSXM GROUP

-$4.0K

0 -100%

增持

KHC KRAFT HEINZ CO

-$4.0K

810 +1%

建仓

— GLOBAL X CANNABIS NEW ETF

+$4.0K

264

清仓

MET METLIFE INC

-$4.0K

0 -100%

清仓

— WELBILT INC

-$4.0K

0 -100%

建仓

DNA GINKGO BIOWORKS HOLDINGS INC CL A

+$4.0K

1,350

清仓

SWK STANLEY BLACK & DECKER INC

-$4.0K

0 -100%

清仓

— GLOBAL X CANNABIS NEW ETF

-$4.0K

0 -100%

减持

MRK MERCK & COMPANY INC NEW

-$4.0K

347 -6%

增持

UPS UNITED PARCEL SERVICE INC CL B

-$4.0K

180 +1%

减持

AAL AMERICAN AIRLINES GROUP INC

-$4.0K

98 -74%

减持

BX BLACKSTONE INC

-$4.0K

152 -20%

增持

WELL WELLTOWER INC

-$4.0K

242 +1%

清仓

NFG NATIONAL FUEL GAS CO

-$4.0K

0 -100%

建仓

HHDS HIGHLANDS REIT INC

+$3.0K

10,000

减持

SCHW SCHWAB CHARLES CORP NEW

-$3.0K

54 -50%