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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 68
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.8M
130,288
-3%
减持
MSFT
MICROSOFT CORP
-$1.5M
44,257
-2%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$931.0K
485,409
+4%
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
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW
+$758.0K
309,356
+3%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$671.0K
118,034
+5%
减持
AMZN
AMAZON.COM INC
-$566.0K
92,027
-2%
减持
GOOG
ALPHABET INC CL C
+$564.0K
66,548
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$543.0K
6,872
+65%
减持
SYK
STRYKER CORP
-$534.0K
14,811
-1%
减持
NFLX
NETFLIX INC
-$407.0K
5,956
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$310.0K
44,189
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NEW
+$280.0K
25,662
+0%
增持
RTX
RTX CORP
-$233.0K
10,524
+4%
减持
V
VISA INC CL A
-$217.0K
20,455
-1%
增持
NKE
NIKE INC CL B
-$200.0K
13,934
+0%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$185.0K
504,435
+3%
减持
DIS
WALT DISNEY CO
-$180.0K
17,868
-2%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$177.0K
46,255
-4%
增持
C
CITIGROUP INC NEW
-$164.0K
36,061
+1%
减持
TXN
TEXAS INSTRUMENTS INC
-$159.0K
7,306
-0%
增持
HON
HONEYWELL INTL INC
-$155.0K
7,028
+0%
减持
PYPL
PAYPAL HOLDINGS INC
-$148.0K
17,908
-0%
减持
CRM
SALESFORCE INC
-$147.0K
12,428
-2%
增持
SPY
SPDR S&P 500 ETF
+$121.0K
4,154
+11%
减持
NVDA
NVIDIA CORP
-$121.0K
27,233
-4%
减持
VTIP
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
-$103.0K
19,776
-10%
减持
IAU
ISHARES GOLD TRUST NEW
-$100.0K
48,144
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$93.0K
1,103
-15%
减持
NOC
NORTHROP GRUMMAN CORP
-$89.0K
1,688
-8%
建仓
CGMS
CAPITAL GROUP CORE PLUS US MULTI SECTOR INCOME ETF
+$89.0K
3,497
增持
VTV
VANGUARD VALUE ETF
+$88.0K
945
+218%
增持
KO
COCA-COLA COMPANY
-$88.0K
24,036
+1%
减持
META
META PLATFORMS INC CL A
+$84.0K
7,268
-1%
减持
ADBE
ADOBE INC
+$82.0K
5,997
-1%
建仓
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+$81.0K
864
增持
COST
COSTCO WHOLESALE CORP
+$81.0K
2,932
+0%
增持
DE
DEERE & CO
+$71.0K
873
+37%
增持
—
MEDTRONIC PLC
-$71.0K
9,737
+3%
增持
CVX
CHEVRON CORP
+$69.0K
3,253
+7%
减持
TSLA
TESLA INC
-$68.0K
3,584
-3%
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
-$60.0K
54,161
-1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$60.0K
3,991
+64%
增持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
+$57.0K
9,985
+15%
建仓
FNDF
SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF
+$55.0K
1,746
增持
GLD
SPDR GOLD TRUST GOLD SHARES
-$53.0K
8,945
+0%
建仓
JPST
JP MORGAN ULTRA SHORT INCOME ETF
+$52.0K
1,039
减持
MCD
MCDONALDS CORP
-$51.0K
1,356
-1%
减持
MA
MASTERCARD INC CL A
-$48.0K
3,316
-4%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$48.0K
20,270
+9%
增持
WEC
WEC ENERGY GROUP INC
-$48.0K
6,915
+1%
增持
SBUX
STARBUCKS CORP
-$47.0K
11,866
+4%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$47.0K
496
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$44.0K
36,444
-1%
减持
VHT
VANGUARD HEALTH CARE ETF
-$43.0K
1,988
-5%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$42.0K
966
+283%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$42.0K
2,636
-5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$41.0K
1,490
+253%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$37.0K
6,754
-12%
减持
SPIP
SPDR TIPS ETF
-$37.0K
14,370
-6%
建仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
+$36.0K
1,034
建仓
IUSG
ISHARES CORE S&P U S GROWTH ETF
+$36.0K
384
增持
QQQ
INVESCO QQQ ETF
-$36.0K
31,026
+3%
减持
VAW
VANGUARD MATERIALS ETF
-$36.0K
1,791
-6%
减持
JPM
JPMORGAN CHASE & CO
-$34.0K
24,089
-1%
增持
F
FORD MOTOR CO NEW
-$34.0K
13,019
+0%
增持
—
EXXON MOBIL CORP
+$32.0K
2,950
+1%
减持
BP
BP PLC SPON ADR
+$32.0K
9,875
-0%
增持
PFE
PFIZER INC
-$32.0K
10,901
+1%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$32.0K
5,528
+21%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$31.0K
19,793
+8%
增持
KMB
KIMBERLY CLARK CORP
-$31.0K
1,883
+0%
清仓
GSK
GSK PLC SPONSORED ADR NEW
-$28.0K
0
-100%
减持
VIS
VANGUARD INDUSTRIALS ETF
-$28.0K
1,078
-7%
减持
MMM
3M COMPANY
-$27.0K
3,517
-1%
增持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
+$26.0K
10,614
+4%
减持
VLO
VALERO ENERGY CORP
+$26.0K
1,244
-3%
增持
VUG
VANGUARD GROWTH ETF
+$25.0K
216
+79%
增持
—
UNITED STATES STEEL CORP NEW
+$22.0K
2,879
+0%
增持
WM
WASTE MANAGEMENT INC DEL
-$22.0K
1,100
+0%
增持
WMT
WALMART INC
+$22.0K
2,958
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$22.0K
3,510
+0%
减持
VFH
VANGUARD FINANCIALS ETF
-$21.0K
4,342
-5%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$21.0K
85,580
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$21.0K
22,808
+12%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
-$19.0K
4,836
+0%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$19.0K
83
增持
LMT
LOCKHEED MARTIN CORP
-$18.0K
371
+1%
增持
LNG
CHENIERE ENERGY INC NEW
+$18.0K
647
+11%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
-$18.0K
162
+4%
减持
COP
CONOCOPHILLIPS
+$18.0K
1,493
-4%
减持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
-$17.0K
945
-6%
减持
NEE
NEXTERA ENERGY INC
-$17.0K
788
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
-$17.0K
1,257
+0%
增持
PG
PROCTER & GAMBLE CO
-$16.0K
5,826
+2%
减持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
+$16.0K
2,220
-3%
减持
MRNA
MODERNA INC
-$15.0K
7
-95%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$15.0K
30,440
+6%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$15.0K
301
+53%
增持
SNDR
SCHNEIDER NATL INC WI CL B
+$14.0K
1,320
+62%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$14.0K
679
-5%
增持
PEP
PEPSICO INC
-$13.0K
883
+1%
增持
CSCO
CISCO SYSTEMS INC
+$13.0K
1,232
+19%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC
-$13.0K
654
-18%
减持
T
AT&T INC
-$12.0K
11,595
-0%
减持
EMN
EASTMAN CHEMICAL CO
-$11.0K
1,447
-1%
减持
DAL
DELTA AIRLINES INC NEW
-$10.0K
802
-5%
减持
PRU
PRUDENTIAL FINANCIAL INC
-$10.0K
77
-59%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.0K
384
+0%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$10.0K
1,044
-4%
增持
J
JACOBS SOLUTIONS INC
+$9.0K
536
+0%
减持
IYR
ISHARES U S REAL ESTATE ETF
-$9.0K
717
-5%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$9.0K
154
-7%
增持
—
AMCOR PLC ORD USD 0.01
-$9.0K
13,236
+1%
减持
BA
BOEING COMPANY
-$9.0K
403
-1%
增持
—
JOHNSON CONTROLS INTL PLC
-$8.0K
514
+1%
增持
FCX
FREEPORT MCMORAN INC
-$8.0K
3,267
+0%
增持
JNJ
JOHNSON & JOHNSON
-$8.0K
2,207
+4%
清仓
VOD
VODAFONE GROUP PLC NEW SPON ADR NO PAR
-$7.0K
0
-100%
清仓
—
CHARGEPOINT HOLDINGS INC CL A
-$7.0K
0
-100%
减持
HD
HOME DEPOT INC
-$7.0K
131
-14%
清仓
IP
INTL PAPER COMPANY
-$6.0K
0
-100%
增持
XLK
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
-$6.0K
574
+0%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$6.0K
536
-10%
增持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
+$6.0K
2,165
+0%
减持
GNRC
GENERAC HOLDINGS INC
-$6.0K
32
-48%
增持
TGT
TARGET CORP
-$6.0K
273
+0%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$5.0K
616
-12%
增持
LUV
SOUTHWEST AIRLINES CO
-$5.0K
684
+1%
减持
KEY
KEYCORP NEW
+$5.0K
4,437
-4%
建仓
REMX
VANECK RARE EARTH STRATEGIC METALS NEW ETF
+$5.0K
75
减持
EOG
EOG RESOURCES INC
+$5.0K
792
-4%
增持
XEL
XCEL ENERGY INC
-$5.0K
1,141
+1%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$4.0K
15
减持
PAYX
PAYCHEX INC
-$4.0K
31
-55%
减持
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$4.0K
10,938
-1%
减持
IEO
ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF
+$4.0K
767
-8%
增持
QCOM
QUALCOMM INC
-$4.0K
551
+1%
清仓
QUAD
QUAD GRAPHICS INC CL A
-$4.0K
0
-100%
减持
HBAN
HUNTINGTON BANCSHRES INC
-$4.0K
4,932
-3%
减持
VDE
VANGUARD ENERGY ETF
-$4.0K
116
-30%
减持
TFC
TRUIST FINANCIAL CORP
-$4.0K
1,401
-4%
增持
HPQ
HP INC
-$4.0K
955
+1%
增持
MRK
MERCK & COMPANY INC NEW
-$4.0K
355
+0%
减持
ABBV
ABBVIE INC
+$4.0K
675
-6%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$3.0K
52
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$3.0K
328
-6%
增持
ITW
ILLINOIS TOOL WORKS INC
-$3.0K
178
+1%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
-$3.0K
383
+1%
增持
ACVF
ETFS AMERICAN CONSERVATIVE VALUES ETF
-$3.0K
4,300
+0%
建仓
OXY
OCCIDENTAL PETROLEUM CORP
+$3.0K
48
