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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 13增持 70减持 66清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$3.7M

36,611

减持

VGSH VANGUARD SHORT TERM TREASURY ETF

-$3.4M

453,892 -12%

减持

AMZN AMAZON.COM INC

-$3.1M

95,698 -3%

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。

减持

AAPL APPLE INC

-$2.0M

139,561 -4%

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$2.0M

472,600 +2%

减持

BRK/B BERKSHIRE HATHAWAY INC CL B NEW

+$905.0K

25,564 -2%

减持

JPM JPMORGAN CHASE & CO

+$698.0K

23,797 -0%

减持

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

-$697.0K

58,575 -11%

减持

GOOG ALPHABET INC CL C

-$630.0K

69,178 -2%

减持

SYK STRYKER CORP

+$587.0K

16,384 -3%

减持

NVDA NVIDIA CORP

+$585.0K

31,353 -5%

增持

QQQ INVESCO QQQ ETF

+$445.0K

29,070 +6%

减持

SHY ISHARES 1-3 YR TREASURY BOND ETF

-$415.0K

53,431 -9%

减持

NKE NIKE INC CL B

+$404.0K

15,176 -8%

减持

PYPL PAYPAL HOLDINGS INC

-$358.0K

12,858 -13%

减持

MRVL MARVELL TECHNOLOGY INC

-$346.0K

46,662 -3%

减持

DIS WALT DISNEY CO

-$345.0K

20,426 -9%

增持

TSLA TESLA INC

-$338.0K

3,451 +20%

建仓

VUSB VANGUARD ULTRA SHORT BOND ETF

+$336.0K

6,849

减持

ADBE ADOBE INC

+$317.0K

6,232 -4%

建仓

— ISHARES IBONDS DEC 2023 TERM TREASURY ETF

+$310.0K

12,565

增持

VZ VERIZON COMMUNICATIONS INC

+$283.0K

15,311 +82%

减持

CRM SALESFORCE INC

-$264.0K

13,069 -6%

减持

SHV ISHARES SHORT TREASURY BOND ETF

-$262.0K

102,657 -2%

减持

SPIP SPDR TIPS ETF

-$260.0K

30,103 -26%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$247.0K

3,261 +56%

减持

HON HONEYWELL INTL INC

+$245.0K

7,033 -7%

增持

CVX CHEVRON CORP

+$222.0K

2,621 +52%

减持

NFLX NETFLIX INC

+$207.0K

6,240 -10%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$195.0K

10,146 +0%

减持

META META PLATFORMS INC CL A

-$193.0K

7,128 -8%

减持

SBUX STARBUCKS CORP

+$170.0K

11,601 -0%

减持

V VISA INC CL A

+$165.0K

22,013 -11%

增持

— EXXON MOBIL CORP

+$155.0K

2,557 +76%

增持

GLD SPDR GOLD TRUST GOLD SHARES

+$154.0K

8,669 +2%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$148.0K

419 -91%

增持

PG PROCTER & GAMBLE CO

+$141.0K

5,543 +0%

减持

BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS

-$141.0K

8,064 -24%

增持

— LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

+$137.0K

2,128 +299%

减持

VB VANGUARD SMALL CAP ETF

-$129.0K

149 -84%

减持

KO COCA-COLA COMPANY

+$121.0K

23,609 -4%

增持

VHT VANGUARD HEALTH CARE ETF

+$119.0K

2,132 +16%

增持

LMT LOCKHEED MARTIN CORP

+$115.0K

328 +183%

减持

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

-$114.0K

299,710 -0%

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$106.0K

26,511 +18%

减持

MSFT MICROSOFT CORP

-$106.0K

46,307 -4%

减持

NOC NORTHROP GRUMMAN CORP

+$90.0K

1,857 -5%

增持

ITA ISHARES U S AEROSPACE & DEFENSE ETF

+$86.0K

825 +1169%

增持

EMN EASTMAN CHEMICAL CO

+$85.0K

1,457 +204%

增持

BP BP PLC SPON ADR

+$78.0K

10,200 +5%

减持

COST COSTCO WHOLESALE CORP

-$75.0K

2,850 -2%

增持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR

+$75.0K

1,222 +420%

增持

FCX FREEPORT MCMORAN INC

+$73.0K

3,239 +76%

减持

— MEDTRONIC PLC

-$67.0K

9,176 -5%

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$66.0K

72,839 -8%

减持

PFE PFIZER INC

+$65.0K

9,033 -1%

增持

XLE SECTOR ENERGY SELECT SECTOR SPDR ETF

+$64.0K

2,085 +28%

增持

DE DEERE & CO

+$60.0K

632 +0%

增持

VAW VANGUARD MATERIALS ETF

+$60.0K

1,892 +7%

减持

NEAR BLACKROCK SHORT MATURITY BOND ETF

-$58.0K

67 -95%

减持

C CITIGROUP INC NEW

+$58.0K

34,194 -4%

增持

VLO VALERO ENERGY CORP

+$55.0K

1,378 +23%

增持

MCD MCDONALDS CORP

+$55.0K

1,365 +3%

增持

NEE NEXTERA ENERGY INC

+$51.0K

724 +453%

减持

ROP ROPER TECHNOLOGIES INC

+$51.0K

1,375 -9%

减持

EBAY EBAY INC

+$48.0K

17,999 -5%

增持

VCSH VANGUARD SHORT TERM CORP BOND ETF

+$47.0K

9,227 +6%

减持

T AT&T INC

+$45.0K

15,637 -1%

增持

KMB KIMBERLY CLARK CORP

+$44.0K

1,866 +0%

减持

VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF

-$43.0K

26,389 -0%

增持

VFH VANGUARD FINANCIALS ETF

+$41.0K

4,538 +1%

增持

VO VANGUARD MID CAP ETF

+$39.0K

215 +796%

建仓

BIBL NORTHERN LIGHTS INSPIRE 100 ETF

+$36.0K

1,197

建仓

— ABRDN ASIA PACIFIC INCOME FUND INC

+$34.0K

12,879

增持

MMM 3M COMPANY

+$34.0K

3,558 +0%

增持

DOW DOW INC

+$33.0K

1,956 +30%

减持

WMT WALMART INC

+$31.0K

2,737 -1%

增持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

+$30.0K

8,289 +7%

增持

GOOGL ALPHABET INC CL A

-$30.0K

4,320 +0%

增持

UNH UNITEDHEALTH GROUP INC

+$27.0K

310 +14%

增持

— ASML HOLDING NV NY REGISTRY SHS NEW 2012

+$27.0K

117 +33%

减持

MDY SPDR S&P MID CAP 400 ETF

-$27.0K

212 -30%

减持

MA MASTERCARD INC CL A

-$25.0K

3,726 -20%

减持

COP CONOCOPHILLIPS

+$25.0K

1,750 -1%

减持

JNJ JOHNSON & JOHNSON

+$23.0K

1,922 -1%

增持

— LAM RESEARCH CORP

+$22.0K

239 +12%

增持

MO ALTRIA GROUP INC

+$22.0K

805 +119%

减持

SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF

-$22.0K

314 -52%

增持

F FORD MOTOR CO NEW

+$22.0K

13,081 +13%

增持

PM PHILIP MORRIS INTL INC

+$22.0K

294 +200%

减持

WEC WEC ENERGY GROUP INC

+$21.0K

6,801 -1%

减持

— UNITED STATES STEEL CORP NEW

+$20.0K

3,162 -3%

增持

TMUS T-MOBILE US INC

+$20.0K

205 +215%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$20.0K

2,414 +13%

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

-$19.0K

1,068 -37%

增持

EOG EOG RESOURCES INC

+$18.0K

911 +2%

减持

ABBV ABBVIE INC

+$18.0K

746 -3%

增持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF

+$17.0K

374 +1%

增持

WM WASTE MANAGEMENT INC DEL

+$17.0K

931 +16%

增持

SLV ISHARES SILVER TRUST

+$17.0K

1,909 +32%

减持

TXN TEXAS INSTRUMENTS INC

-$17.0K

7,588 -8%

增持

IYR ISHARES U S REAL ESTATE ETF

+$16.0K

933 +21%

建仓

HPF HANCOCK JOHN PREFERRED INCOME FUND II

+$16.0K

1,052

减持

TMO THERMO FISHER SCIENTIFIC INC

-$16.0K

45 -44%

增持

— AMCOR PLC ORD USD 0.01

+$16.0K

12,779 +1%

减持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF

-$15.0K

16,619 -4%

减持

VIS VANGUARD INDUSTRIALS ETF

+$14.0K

1,155 -8%

增持

— DUPONT DE NEMOURS INC

+$14.0K

761 +1%

减持

IAU ISHARES GOLD TRUST NEW

-$14.0K

50,452 -10%

建仓

VT VANGUARD TOTAL WORLD STOCK ETF

+$14.0K

163

增持

VUG VANGUARD GROWTH ETF

+$13.0K

199 +45%

减持

IWM ISHARES RUSSELL 2000 ETF

-$13.0K

624 -16%

减持

VGK VANGUARD FTSE EUROPE ETF

-$12.0K

888 -33%

减持

ULST SPDR SSGA ULTRA SHORT TERM BOND ETF

-$12.0K

7,052 -4%

建仓

BUI BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST

+$11.0K

520

建仓

ACVF ETFS AMERICAN CONSERVATIVE VALUES ETF

+$11.0K

370

减持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$11.0K

1,115 -3%

减持

SPY SPDR S&P 500 ETF

+$11.0K

4,378 -6%

建仓

DNP DNP SELECT INCOME FUND INC

+$10.0K

882

增持

— WALGREENS BOOTS ALLIANCE INC

+$10.0K

1,608 +1%

减持

— ACTIVISION BLIZZARD INC

-$9.0K

921 -14%

增持

SLB SCHLUMBERGER LTD

+$9.0K

501 +0%

增持

CSCO CISCO SYSTEMS INC

+$9.0K

1,019 +1%

减持

SMH VANECK SEMICONDUCTOR ETF

+$9.0K

1,398 -6%

增持

HD HOME DEPOT INC

+$9.0K

168 +4%

增持

VDE VANGUARD ENERGY ETF

+$9.0K

164 +48%

增持

MRK MERCK & COMPANY INC NEW

+$9.0K

352 +1%

增持

SLX VANECK STEEL ETF

+$8.0K

649 +5%

减持

GNRC GENERAC HOLDINGS INC

-$8.0K

91 -2%

增持

— JOHNSON CONTROLS INTL PLC

+$7.0K

505 +1%

减持

IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF

-$7.0K

1,104 -16%

增持

XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF

+$7.0K

1,816 +1%

增持

AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF

+$7.0K

3,399 +4%

增持

XEL XCEL ENERGY INC

+$7.0K

1,115 +1%

增持

J JACOBS SOLUTIONS INC

+$6.0K

533 +0%

建仓

WWJD NORTHERN LIGHTS INSPIRE INTL ETF

+$6.0K

216

增持

ITW ILLINOIS TOOL WORKS INC

+$6.0K

141 +1%

清仓

— TWITTER INC

-$6.0K

0 -100%

增持

KHC KRAFT HEINZ CO

+$6.0K

817 +1%

增持

FDX FEDEX CORP

+$6.0K

230 +1%

建仓

ISMD NORTHERN LIGHTS INSPIRE SMALL/MID CAP ETF

+$5.0K

173

减持

TJX TJX COS INC NEW

+$5.0K

363 -6%

增持

VTV VANGUARD VALUE ETF

+$5.0K

301 +1%

增持

BAC BANK OF AMERICA CORP

+$5.0K

1,379 +1%

增持

GSK GSK PLC SPONSORED ADR NEW

+$5.0K

769 +1%

建仓

PBF PBF ENERGY INC CL A

+$5.0K

130

增持

— EATON CORP PLC

+$5.0K

205 +0%

增持

AMD ADVANCED MICRO DEVICES INC

+$5.0K

657 +11%

增持

XLV SECTOR HEALTHCARE SELECT SECTOR SPDR ETF

+$5.0K

354 +0%

减持

ILMN ILLUMINA, INC.

-$5.0K

58 -34%