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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 87
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$8.8M
108,252
增持
CGMS
CAPITAL GROUP CORE PLUS US MULTI SECTOR INCOME ETF
+$7.6M
285,248
+8057%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW
-$6.8M
236,232
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。
-24%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$4.3M
526,350
+4%
清仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$3.7M
0
-100%
减持
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$2.9M
429,601
-11%
减持
MSFT
MICROSOFT CORP
+$2.5M
43,826
-1%
减持
AAPL
APPLE INC
+$2.3M
128,064
-2%
增持
QQQ
INVESCO QQQ ETF
+$2.1M
32,277
+4%
减持
AMZN
AMAZON.COM INC
+$2.1M
90,717
-1%
减持
NVDA
NVIDIA CORP
+$1.1M
26,234
-4%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$977.8K
10,277
+50%
增持
CRM
SALESFORCE INC
+$781.4K
12,546
+1%
增持
SPY
SPDR S&P 500 ETF
+$716.8K
5,245
+26%
增持
JPM
JPMORGAN CHASE & CO
+$628.2K
24,228
+1%
减持
NFLX
NETFLIX INC
+$618.1K
5,889
-1%
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
-$575.7K
48,589
-10%
减持
GOOG
ALPHABET INC CL C
+$521.4K
65,958
-1%
减持
V
VISA INC CL A
+$516.3K
20,055
-2%
减持
ADBE
ADOBE INC
+$497.4K
5,959
-1%
增持
SYK
STRYKER CORP
+$423.9K
14,930
+1%
增持
C
CITIGROUP INC NEW
+$420.6K
37,007
+3%
减持
META
META PLATFORMS INC CL A
+$375.8K
7,226
-1%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$352.5K
6,077
+4401%
增持
MRVL
MARVELL TECHNOLOGY INC
+$335.8K
45,229
+2%
增持
COST
COSTCO WHOLESALE CORP
+$309.6K
2,978
+2%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$295.5K
27,946
+41%
清仓
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$271.0K
0
-100%
增持
GLD
SPDR GOLD TRUST GOLD SHARES
+$254.4K
9,355
+5%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$235.8K
28,153
+39%
增持
HON
HONEYWELL INTL INC
+$221.3K
7,245
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NEW
+$219.1K
25,818
+1%
增持
RTX
RTX CORP
+$205.0K
11,434
+9%
增持
NKE
NIKE INC CL B
+$204.0K
14,148
+2%
增持
DIS
WALT DISNEY CO
+$190.1K
18,143
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$186.5K
24,549
+8%
增持
KO
COCA-COLA COMPANY
+$177.0K
25,845
+8%
减持
IAU
ISHARES GOLD TRUST NEW
+$147.4K
46,949
-2%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$130.9K
84,833
-1%
增持
MA
MASTERCARD INC CL A
+$121.8K
3,364
+1%
减持
VTIP
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
-$119.0K
17,183
-13%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$118.2K
117,323
-1%
清仓
EMN
EASTMAN CHEMICAL CO
-$111.0K
0
-100%
增持
TSLA
TESLA INC
+$108.6K
4,047
+13%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$105.2K
44,367
-4%
增持
TXN
TEXAS INSTRUMENTS INC
+$104.1K
7,428
+2%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$102.2K
7,524
+36%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$97.7K
32,709
+7%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
+$96.3K
3,639
+252%
增持
SBUX
STARBUCKS CORP
+$95.6K
12,276
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$92.0K
1,784
+6%
增持
—
MEDTRONIC PLC
+$83.0K
10,269
+5%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$78.3K
2,633
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$71.3K
1,110
+1%
增持
VUG
VANGUARD GROWTH ETF
+$70.3K
416
+93%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$67.4K
1,226
增持
LMT
LOCKHEED MARTIN CORP
+$66.1K
481
+30%
清仓
—
ACTIVISION BLIZZARD INC
-$66.0K
0
-100%
增持
WEC
WEC ENERGY GROUP INC
+$62.3K
7,358
+6%
增持
VFH
VANGUARD FINANCIALS ETF
+$56.5K
4,396
+1%
清仓
IYR
ISHARES U S REAL ESTATE ETF
-$56.0K
0
-100%
增持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
+$55.8K
11,035
+4%
减持
MMM
3M COMPANY
+$55.4K
3,516
-0%
增持
XLK
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
+$53.4K
766
+33%
增持
PG
PROCTER & GAMBLE CO
+$52.9K
6,161
+6%
增持
JNJ
JOHNSON & JOHNSON
+$50.4K
2,516
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$49.1K
462
+20%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME CREATION UNIT ETF
+$42.5K
2,710
+202%
增持
DOW
DOW INC
+$41.5K
2,671
+31%
增持
—
EXXON MOBIL CORP
-$37.2K
3,098
+5%
减持
—
LAM RESEARCH CORP
+$37.0K
245
-1%
减持
MCD
MCDONALDS CORP
+$36.2K
1,326
-2%
增持
VAW
VANGUARD MATERIALS ETF
+$34.6K
1,809
+1%
增持
EBAY
EBAY INC
+$33.9K
19,369
+5%
增持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
+$33.5K
10,469
+5%
增持
VHT
VANGUARD HEALTH CARE ETF
+$33.5K
1,996
+0%
增持
WMT
WALMART INC
+$30.6K
3,195
+8%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$30.3K
1,463
+219%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$29.9K
79
-49%
增持
VIS
VANGUARD INDUSTRIALS ETF
+$29.6K
1,087
+1%
减持
VLO
VALERO ENERGY CORP
-$29.3K
1,129
-9%
增持
WM
WASTE MANAGEMENT INC DEL
+$29.3K
1,101
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$28.7K
2,770
+35%
减持
SPIP
SPDR TIPS ETF
-$28.6K
12,842
-11%
减持
COP
CONOCOPHILLIPS
-$27.7K
1,304
-13%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$27.6K
52
-90%
增持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
+$27.2K
2,442
+13%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$24.1K
166
+100%
减持
IEO
ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF
-$23.4K
553
-28%
增持
BP
BP PLC SPON ADR
-$23.4K
10,130
+3%
建仓
XHB
SPDR SERIES TRUST S&P HOMEBUILDERS ETF
+$22.5K
235
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$22.3K
1,178
+174%
减持
KMB
KIMBERLY CLARK CORP
-$22.3K
1,693
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$22.2K
1,262
+0%
增持
QCOM
QUALCOMM INC
+$22.2K
575
+4%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$21.9K
4,009
+0%
建仓
AGNC
AGNC INVESTMENT CORP
+$21.7K
2,210
增持
DE
DEERE & CO
+$21.4K
876
+0%
增持
NEE
NEXTERA ENERGY INC
+$21.4K
1,093
+39%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$20.2K
950
+1%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$17.7K
1,597
+1%
增持
FCX
FREEPORT MCMORAN INC
+$17.6K
3,280
+0%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$16.9K
385
+1%
减持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
-$16.8K
2,197
-1%
减持
—
UNITED STATES STEEL CORP NEW
+$16.8K
2,278
-21%
减持
BA
BOEING COMPANY
+$15.8K
356
-12%
建仓
JAVA
JPMORGAN ACTIVE VALUE ETF
+$15.5K
280
增持
WFC
WELLS FARGO & CO NEW
+$15.5K
1,818
+1%
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$15.4K
69
-79%
增持
ACVF
ETFS AMERICAN CONSERVATIVE VALUES ETF
+$15.3K
4,312
+0%
建仓
SPGP
INVESCO S&P 500 GARP ETF
+$15.1K
154
增持
INTC
INTEL CORP
+$14.7K
989
+0%
清仓
SPG
SIMON PROPERTY GROUP INC NEW
-$14.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$13.9K
3,519
+0%
建仓
ROKU
ROKU INC SER A
+$13.7K
150
增持
BAC
BANK OF AMERICA CORP
+$13.6K
2,127
+1%
建仓
—
AMERICAN HEALTHCARE REIT INC CL I
+$13.2K
420
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$12.5K
1,349
+1%
增持
HBAN
HUNTINGTON BANCSHRES INC
+$12.3K
4,979
+1%
增持
TFC
TRUIST FINANCIAL CORP
+$12.2K
1,414
+1%
建仓
COWZ
PACER U S CASH COWS 100 ETF
+$12.2K
234
清仓
VEA
VANGUARD FTSE DEVELOPED MKTS ETF
-$12.0K
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQUITY ETF
+$11.3K
894
+97%
减持
KEY
KEYCORP NEW
+$11.3K
4,119
-7%
建仓
EWW
ISHARES MSCI MEXICO ETF
+$10.8K
159
建仓
CDL
VICTORYSHARES US LARGE CAP HIGN DIV VOLATILITY WTD ETF
+$10.6K
181
减持
VTV
VANGUARD VALUE ETF
+$10.5K
940
-1%
减持
BIDU
BAIDU INC SPON ADR REPSTG ORD SHS CL A
-$10.4K
22
-77%
增持
CVX
CHEVRON CORP
+$9.4K
3,744
+15%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$9.1K
345
-44%
清仓
AMT
AMERICAN TOWER CORP NEW
-$9.0K
0
-100%
减持
DNP
DNP SELECT INCOME FUND INC
-$8.9K
7
-99%
增持
XLF
SECTOR FINANCIAL SELECT SECTOR SPDR ETF
+$8.6K
1,851
+1%
增持
TMUS
T-MOBILE US INC
+$8.4K
401
+0%
增持
—
AMCOR PLC ORD USD 0.01
+$8.2K
13,405
+1%
增持
ORCL
ORACLE CORP
+$8.2K
96
+500%
建仓
SNOW
SNOWFLAKE INC CL A
+$8.2K
41
增持
F
FORD MOTOR CO NEW
+$7.7K
13,923
+7%
增持
XLC
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$7.6K
1,041
+0%
建仓
IVV
ISHARES CORE S&P 500 ETF
+$7.2K
15
减持
BX
BLACKSTONE INC
-$7.0K
92
-49%
增持
USB
U S BANCORP DE NEW
+$6.4K
587
+1%
增持
—
EATON CORP PLC
+$6.3K
209
+0%
增持
XEL
XCEL ENERGY INC
+$6.3K
1,151
+1%
增持
SLX
VANECK STEEL ETF
+$6.2K
667
+3%
减持
T
AT&T INC
+$6.1K
10,733
-7%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$6.0K
898
-14%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$6.0K
969
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$6.0K
434
-37%
清仓
—
TOTALENERGIES SE SPON ADR
-$6.0K
0
-100%
