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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 86
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.4M
134,763
-2%
减持
NVDA
NVIDIA CORP
+$3.4M
28,290
-8%
减持
AMZN
AMAZON.COM INC
+$2.4M
94,081
-1%
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
+$2.3M
489,769
+1%
减持
MSFT
MICROSOFT CORP
+$2.1M
45,359
-2%
增持
QQQ
INVESCO QQQ ETF
+$1.5M
30,188
+0%
减持
GOOG
ALPHABET INC CL C
+$1.0M
67,872
-2%
减持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
-$804.0K
83
-99%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NEW
+$790.0K
25,540
-0%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$779.0K
111,975
+7%
减持
MRVL
MARVELL TECHNOLOGY INC
+$731.0K
45,205
-1%
减持
ADBE
ADOBE INC
+$609.0K
6,085
-1%
增持
META
META PLATFORMS INC CL A
+$566.0K
7,310
+1%
减持
NFLX
NETFLIX INC
+$525.0K
6,030
-2%
增持
JPM
JPMORGAN CHASE & CO
+$405.0K
24,249
+1%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$265.0K
48,366
-5%
增持
PYPL
PAYPAL HOLDINGS INC
+$248.0K
17,913
+44%
减持
DIS
WALT DISNEY CO
-$240.0K
18,233
-2%
增持
TSLA
TESLA INC
+$224.0K
3,687
+3%
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
-$212.0K
54,783
-4%
减持
NKE
NIKE INC CL B
-$204.0K
13,884
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$165.0K
4,162
+13%
增持
COST
COSTCO WHOLESALE CORP
+$150.0K
2,925
+2%
增持
HON
HONEYWELL INTL INC
+$132.0K
7,004
+1%
减持
SYK
STRYKER CORP
+$108.0K
15,014
-4%
减持
T
AT&T INC
-$104.0K
11,638
-23%
减持
CRM
SALESFORCE INC
+$89.0K
12,623
-2%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$78.0K
468,197
+1%
减持
V
VISA INC CL A
+$75.0K
20,724
-4%
增持
—
MEDTRONIC PLC
+$75.0K
9,465
+0%
减持
IAU
ISHARES GOLD TRUST NEW
-$72.0K
49,051
-1%
减持
MA
MASTERCARD INC CL A
+$67.0K
3,461
-3%
减持
SPIP
SPDR TIPS ETF
-$62.0K
15,263
-11%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$61.0K
84,177
+1%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$58.0K
2,784
+100%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$55.0K
1,637
+495%
减持
TXN
TEXAS INSTRUMENTS INC
-$55.0K
7,340
-1%
增持
JNJ
JOHNSON & JOHNSON
+$48.0K
2,125
+8%
减持
ROP
ROPER TECHNOLOGIES INC
+$47.0K
1,303
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$44.0K
3,501
+115%
增持
WMT
WALMART INC
+$42.0K
2,868
+3%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW
+$39.0K
301,097
+0%
增持
WEC
WEC ENERGY GROUP INC
-$39.0K
6,853
+1%
增持
CVX
CHEVRON CORP
+$38.0K
3,049
+13%
增持
WM
WASTE MANAGEMENT INC DEL
+$38.0K
1,098
+18%
增持
SBUX
STARBUCKS CORP
-$38.0K
11,403
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.0K
383
+24%
减持
SPY
SPDR S&P 500 ETF
-$37.0K
3,734
-10%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$36.0K
4,827
+20%
减持
VLO
VALERO ENERGY CORP
-$35.0K
1,279
-4%
增持
PG
PROCTER & GAMBLE CO
+$33.0K
5,708
+2%
增持
—
EXXON MOBIL CORP
+$33.0K
2,934
+14%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC
+$32.0K
798
+115%
减持
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$30.0K
11,064
-10%
增持
ACVF
ETFS AMERICAN CONSERVATIVE VALUES ETF
+$29.0K
4,295
+17%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$28.0K
156
+25%
减持
BP
BP PLC SPON ADR
-$27.0K
9,908
-0%
增持
TMUS
T-MOBILE US INC
+$26.0K
400
+95%
减持
F
FORD MOTOR CO NEW
+$26.0K
12,985
-4%
增持
MCD
MCDONALDS CORP
+$26.0K
1,368
+0%
增持
GLD
SPDR GOLD TRUST GOLD SHARES
-$25.0K
8,902
+1%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$25.0K
18,390
+6%
减持
TGT
TARGET CORP
-$25.0K
272
-26%
增持
LNG
CHENIERE ENERGY INC NEW
+$23.0K
581
+39%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$23.0K
7,671
+8%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$23.0K
1,327
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$23.0K
20,435
+8%
减持
VTIP
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
-$22.0K
21,895
-1%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$21.0K
1,089
-12%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$21.0K
197
+186%
增持
HBAN
HUNTINGTON BANCSHRES INC
+$20.0K
5,107
+64%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$19.0K
10,105
+2%
增持
MMM
3M COMPANY
-$18.0K
3,555
+0%
增持
TFC
TRUIST FINANCIAL CORP
+$18.0K
1,464
+89%
减持
IEO
ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF
-$17.0K
833
-18%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$17.0K
4,563
+11%
增持
—
AMCOR PLC ORD USD 0.01
-$17.0K
13,065
+1%
增持
ABBV
ABBVIE INC
-$16.0K
716
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$15.0K
684
+6%
增持
EBAY
EBAY INC
+$15.0K
18,159
+1%
增持
XLK
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
+$14.0K
573
+0%
增持
BAC
BANK OF AMERICA CORP
+$13.0K
1,948
+30%
增持
USB
U S BANCORP DE NEW
+$13.0K
571
+264%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$13.0K
718
-13%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$13.0K
165
-18%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$12.0K
597
-26%
增持
KO
COCA-COLA COMPANY
-$12.0K
23,813
+2%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$11.0K
700
-29%
增持
ITW
ILLINOIS TOOL WORKS INC
+$10.0K
177
+26%
减持
IYR
ISHARES U S REAL ESTATE ETF
-$10.0K
756
-15%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$10.0K
28,623
+3%
建仓
CVS
CVS HEALTH CORP
+$10.0K
150
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$10.0K
1,253
+0%
增持
WFC
WELLS FARGO & CO NEW
+$10.0K
1,789
+1%
减持
—
ACTIVISION BLIZZARD INC
-$9.0K
754
-12%
减持
GILD
GILEAD SCIENCES INC
-$9.0K
124
-45%
增持
KEY
KEYCORP NEW
+$9.0K
4,601
+71%
减持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
-$9.0K
8,681
-1%
增持
C
CITIGROUP INC NEW
+$9.0K
35,772
+2%
清仓
—
BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETN
-$8.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
-$8.0K
1,826
+0%
建仓
FDIF
FIDELITY COVINGTON TR DISRUPTORS ETF
+$8.0K
308
增持
KMB
KIMBERLY CLARK CORP
+$8.0K
1,878
+0%
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$7.0K
348
-18%
减持
—
UNITED STATES STEEL CORP NEW
-$7.0K
2,875
-5%
建仓
COPX
GLOBAL X COPPER MINERS ETF NEW
+$7.0K
179
增持
—
EATON CORP PLC
+$7.0K
207
+0%
增持
XLC
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$7.0K
1,036
+0%
建仓
CAT
CATERPILLAR INC
+$6.0K
25
增持
NEE
NEXTERA ENERGY INC
+$6.0K
835
+15%
增持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
+$6.0K
2,277
+5%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$6.0K
2,434
+0%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$6.0K
164
-10%
增持
XEL
XCEL ENERGY INC
-$6.0K
1,132
+1%
清仓
VFC
V F CORP
-$5.0K
0
-100%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$5.0K
381
+0%
建仓
—
UBS GROUP AG
+$5.0K
222
减持
GBTC
GRAYSCALE BITCOIN TRUST BTC ACCD INVS
+$5.0K
1,905
-1%
建仓
RUM
RUMBLE INC CL A
+$5.0K
530
减持
ILMN
ILLUMINA, INC.
-$5.0K
38
-28%
清仓
—
CREDIT SUISSE GROUP SPONSORED ADR
-$5.0K
0
-100%
建仓
BIIB
BIOGEN INC
+$5.0K
16
减持
BA
BOEING COMPANY
-$5.0K
407
-5%
增持
PEP
PEPSICO INC
+$4.0K
878
+0%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$4.0K
134
+103%
增持
—
JOHNSON CONTROLS INTL PLC
+$4.0K
511
+1%
增持
DE
DEERE & CO
-$4.0K
636
+0%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$4.0K
18,533
+1%
增持
QCOM
QUALCOMM INC
-$4.0K
547
+1%
减持
COP
CONOCOPHILLIPS
-$4.0K
1,555
-7%
增持
—
HEARTLAND FINL USA INC
-$4.0K
404
+1%
减持
EOG
EOG RESOURCES INC
-$4.0K
827
-4%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$4.0K
968
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL A
-$4.0K
6
-40%
增持
DVN
DEVON ENERGY CORP NEW
+$3.0K
264
+33%
减持
TJX
TJX COS INC NEW
-$3.0K
238
-17%
增持
NIC
NICOLET BANKSHARES INC
+$3.0K
499
+0%
减持
SNY
SANOFI SPON ADR
-$3.0K
100
-32%
增持
FCX
FREEPORT MCMORAN INC
-$3.0K
3,257
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$3.0K
82
-21%
增持
XLF
SECTOR FINANCIAL SELECT SECTOR SPDR ETF
+$3.0K
1,833
+0%
增持
FDX
FEDEX CORP
+$3.0K
142
+1%
增持
BIBL
NORTHERN LIGHTS INSPIRE 100 ETF
+$3.0K
1,254
+5%
清仓
YETI
YETI HOLDINGS INC
-$2.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0K
369
+4%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$2.0K
1,005
+0%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$2.0K
0
-100%
增持
ISMD
NORTHERN LIGHTS INSPIRE SMALL/MID CAP ETF
+$2.0K
229
+32%
增持
XLI
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF
+$2.0K
164
+1%
增持
WWJD
NORTHERN LIGHTS INSPIRE INTL ETF
+$2.0K
276
+28%
