小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 82
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.6M
137,814
-1%
减持
NVDA
NVIDIA CORP
+$4.0M
30,897
-1%
减持
MSFT
MICROSOFT CORP
+$2.2M
46,210
-0%
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
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$2.1M
483,923
+2%
增持
QQQ
INVESCO QQQ ETF
+$1.9M
30,084
+3%
减持
AMZN
AMAZON.COM INC
+$1.8M
95,451
-0%
减持
GOOG
ALPHABET INC CL C
+$1.0M
69,018
-0%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$863.0K
463,049
+2%
减持
CRM
SALESFORCE INC
+$845.0K
12,903
-1%
增持
META
META PLATFORMS INC CL A
+$674.0K
7,228
+1%
减持
SYK
STRYKER CORP
+$467.0K
15,670
-4%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$432.0K
83,003
+14%
清仓
VUSB
VANGUARD ULTRA SHORT BOND ETF
-$336.0K
0
-100%
减持
SPIP
SPDR TIPS ETF
-$319.0K
17,094
-43%
增持
TSLA
TESLA INC
+$316.0K
3,571
+3%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$305.0K
104,876
+2%
减持
NFLX
NETFLIX INC
+$291.0K
6,168
-1%
减持
V
VISA INC CL A
+$274.0K
21,500
-2%
减持
ADBE
ADOBE INC
+$270.0K
6,143
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$243.0K
45,529
-2%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW
+$193.0K
300,679
+0%
减持
HON
HONEYWELL INTL INC
-$186.0K
6,912
-2%
减持
VTIP
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
-$173.0K
22,157
-16%
减持
NOC
NORTHROP GRUMMAN CORP
-$173.0K
1,820
-2%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$150.0K
50,963
-5%
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
-$147.0K
56,857
-3%
增持
GLD
SPDR GOLD TRUST GOLD SHARES
+$141.0K
8,800
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$134.0K
18,945
+24%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$129.0K
3,683
+13%
增持
COST
COSTCO WHOLESALE CORP
+$124.0K
2,868
+1%
减持
TXN
TEXAS INSTRUMENTS INC
+$122.0K
7,399
-2%
减持
IAU
ISHARES GOLD TRUST NEW
+$112.0K
49,692
-2%
增持
ACVF
ETFS AMERICAN CONSERVATIVE VALUES ETF
+$105.0K
3,680
+895%
减持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$101.0K
7,938
-2%
减持
DIS
WALT DISNEY CO
+$93.0K
18,657
-9%
增持
C
CITIGROUP INC NEW
+$91.0K
34,925
+2%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$82.0K
1,392
-0%
增持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
+$79.0K
10,136
+10%
增持
PFE
PFIZER INC
-$71.0K
9,597
+6%
增持
JPM
JPMORGAN CHASE & CO
-$69.0K
23,958
+1%
增持
LNG
CHENIERE ENERGY INC NEW
+$65.0K
417
+4070%
减持
KO
COCA-COLA COMPANY
-$56.0K
23,311
-1%
减持
MMM
3M COMPANY
-$53.0K
3,554
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$53.0K
9,915
-2%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$51.0K
2,051
减持
EBAY
EBAY INC
+$51.0K
17,962
-0%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$50.0K
27,765
+5%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$47.0K
36,914
+1%
增持
—
MEDTRONIC PLC
+$46.0K
9,420
+3%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$42.0K
18,390
+7%
减持
COP
CONOCOPHILLIPS
-$41.0K
1,666
-5%
减持
NKE
NIKE INC CL B
-$40.0K
14,154
-7%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$38.0K
824
+32%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$37.0K
17,411
+5%
增持
JNJ
JOHNSON & JOHNSON
-$36.0K
1,960
+2%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$35.0K
4,112
+21%
建仓
KEY
KEYCORP NEW
+$34.0K
2,689
减持
PYPL
PAYPAL HOLDINGS INC
+$31.0K
12,475
-3%
增持
CVX
CHEVRON CORP
-$29.0K
2,706
+3%
增持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
+$27.0K
8,785
+6%
建仓
TFC
TRUIST FINANCIAL CORP
+$26.0K
775
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$25.0K
1,249
+2%
增持
HBAN
HUNTINGTON BANCSHRES INC
+$24.0K
3,117
+313%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$23.0K
1,003
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NEW
+$22.0K
25,648
+0%
减持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
+$22.0K
2,117
-1%
增持
MCD
MCDONALDS CORP
+$22.0K
1,367
+0%
增持
WMT
WALMART INC
+$21.0K
2,774
+1%
减持
BP
BP PLC SPON ADR
+$21.0K
9,925
-3%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$21.0K
125
+7%
增持
VFH
VANGUARD FINANCIALS ETF
-$20.0K
4,557
+0%
建仓
CGCP
CAPITAL GROUP CORE PLUS INCOME CREATION UNIT ETF
+$20.0K
897
减持
AMD
ADVANCED MICRO DEVICES INC
+$20.0K
643
-2%
减持
EOG
EOG RESOURCES INC
-$19.0K
865
-5%
增持
BA
BOEING COMPANY
+$19.0K
427
+12%
增持
F
FORD MOTOR CO NEW
+$18.0K
13,528
+3%
减持
SPY
SPDR S&P 500 ETF
+$18.0K
4,132
-6%
减持
SBUX
STARBUCKS CORP
+$17.0K
11,221
-3%
增持
VHT
VANGUARD HEALTH CARE ETF
-$17.0K
2,149
+1%
减持
SLB
SCHLUMBERGER LTD
-$16.0K
221
-56%
增持
XLK
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
+$15.0K
572
+0%
减持
IEO
ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF
-$15.0K
1,022
-7%
增持
VAW
VANGUARD MATERIALS ETF
+$15.0K
1,897
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$14.0K
1,317
-4%
减持
IP
INTL PAPER COMPANY
-$13.0K
186
-68%
建仓
NSRGY
NESTLE S A SPON ADR REPSTG REG SHS
+$12.0K
100
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$12.0K
275
减持
VUG
VANGUARD GROWTH ETF
-$12.0K
121
-39%
增持
BIDU
BAIDU INC SPON ADR REPSTG ORD SHS CL A
+$12.0K
97
+341%
减持
KHC
KRAFT HEINZ CO
-$12.0K
547
-33%
增持
KMI
KINDER MORGAN INC DE
+$12.0K
1,000
+190%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQUITY ETF
+$11.0K
454
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$10.0K
459
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$10.0K
1,233
-4%
建仓
BKR
BAKER HUGHES CO
+$10.0K
360
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$10.0K
430
增持
FCX
FREEPORT MCMORAN INC
+$10.0K
3,247
+0%
增持
DOW
DOW INC
+$10.0K
1,991
+2%
增持
QCOM
QUALCOMM INC
+$10.0K
543
+1%
增持
TDOC
TELADOC HEALTH INC
+$10.0K
432
+597%
减持
VLO
VALERO ENERGY CORP
+$10.0K
1,328
-4%
增持
XLC
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$10.0K
1,034
+0%
增持
DE
DEERE & CO
-$9.0K
634
+0%
增持
VIS
VANGUARD INDUSTRIALS ETF
+$9.0K
1,157
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$8.0K
356
+9%
减持
FDX
FEDEX CORP
-$8.0K
141
-39%
减持
HD
HOME DEPOT INC
-$8.0K
152
-10%
减持
ABBV
ABBVIE INC
-$8.0K
710
-5%
增持
PEP
PEPSICO INC
+$7.0K
874
+4%
增持
PG
PROCTER & GAMBLE CO
-$7.0K
5,604
+1%
增持
INTC
INTEL CORP
+$7.0K
979
+2%
增持
WFC
WELLS FARGO & CO NEW
-$7.0K
1,776
+1%
减持
TJX
TJX COS INC NEW
-$6.0K
288
-21%
减持
WEC
WEC ENERGY GROUP INC
+$6.0K
6,795
-0%
清仓
XLP
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF
-$6.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$5.0K
727
+0%
增持
AVGO
BROADCOM INC
+$5.0K
53
+2%
减持
ALB
ALBEMARLE CORP
-$5.0K
50
-31%
减持
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$5.0K
12,294
-2%
增持
CSCO
CISCO SYSTEMS INC
+$5.0K
1,026
+1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$5.0K
2,423
+0%
增持
—
AMCOR PLC ORD USD 0.01
-$5.0K
12,916
+1%
减持
IYR
ISHARES U S REAL ESTATE ETF
-$4.0K
886
-5%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$4.0K
7,096
+1%
建仓
AI
C3 AI INC CL A
+$4.0K
115
增持
—
HEARTLAND FINL USA INC
-$4.0K
400
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$4.0K
1,631
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$4.0K
183
+1%
增持
BX
BLACKSTONE INC
+$4.0K
237
+1%
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$3.0K
422
-6%
增持
SCHW
SCHWAB CHARLES CORP NEW
+$3.0K
160
+196%
增持
BAC
BANK OF AMERICA CORP
-$3.0K
1,494
+8%
增持
PRU
PRUDENTIAL FINANCIAL INC
-$3.0K
187
+2%
增持
MAIN
MAIN STREET CAPITAL CORP
+$3.0K
864
+2%
建仓
ADI
ANALOG DEVICES INC
+$3.0K
14
增持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
-$3.0K
2,166
+4%
增持
—
EATON CORP PLC
+$3.0K
206
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$3.0K
1,122
+1%
增持
XLF
SECTOR FINANCIAL SELECT SECTOR SPDR ETF
-$3.0K
1,825
+0%
增持
—
DUPONT DE NEMOURS INC
+$3.0K
765
+1%
增持
SNDR
SCHNEIDER NATL INC WI CL B
+$3.0K
815
+0%
增持
—
CREDIT SUISSE GROUP SPONSORED ADR
+$3.0K
5,521
+960%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$3.0K
964
+0%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC
-$3.0K
371
+1%
增持
HPQ
HP INC
+$3.0K
938
+1%
增持
DVN
DEVON ENERGY CORP NEW
-$2.0K
198
+2%
减持
T
AT&T INC
+$2.0K
15,080
-4%
减持
—
ACTIVISION BLIZZARD INC
+$2.0K
854
-7%
增持
BUG
GLOBAL X CYBERSECURITY ETF
+$2.0K
782
+2%
增持
BUI
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST
+$2.0K
528
+2%
