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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 13增持 88减持 45清仓 4

方向

标的

Δ市值

现股数(环比)

减持

NVDA NVIDIA CORP

+$9.4M

24,743 -6%

增持

VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF

+$8.9M

219,642 +103%

减持

VGSH VANGUARD SHORT TERM TREASURY ETF

-$8.1M

292,256

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

CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF

+$7.2M

552,505 +94%

减持

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

-$6.5M

164,377 -30%

清仓

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

-$4.8M

0 -100%

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$4.5M

550,351 +5%

建仓

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF

+$3.3M

148,662

减持

AAPL APPLE INC

-$3.0M

126,507 -1%

减持

AMZN AMAZON.COM INC

+$2.3M

89,259 -2%

增持

QQQ INVESCO QQQ ETF

+$1.8M

33,915 +5%

减持

MSFT MICROSOFT CORP

+$1.8M

43,378 -1%

增持

BRK/B BERKSHIRE HATHAWAY INC CL B

+$1.7M

25,994 +1%

减持

IAU ISHARES GOLD TRUST NEW

-$1.4M

11,186 -76%

减持

GLD SPDR GOLD TRUST GOLD SHARES

-$1.3M

2,223 -76%

减持

META META PLATFORMS INC CL A

+$935.8K

7,195 -0%

减持

SYK STRYKER CORP

+$819.3K

14,782 -1%

减持

VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF

-$780.2K

747 -96%

增持

GOOG ALPHABET INC CL C

+$758.6K

66,032 +0%

减持

JPM JPMORGAN CHASE & CO

+$678.0K

23,960 -1%

减持

NFLX NETFLIX INC

+$655.7K

5,800 -2%

增持

DIS WALT DISNEY CO

+$585.6K

18,174 +0%

增持

ADBE ADOBE INC

-$492.6K

6,070 +2%

增持

CRM SALESFORCE INC

+$481.9K

12,562 +0%

增持

MRVL MARVELL TECHNOLOGY INC

+$480.5K

45,264 +0%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF

+$457.5K

42,062 +51%

增持

C CITIGROUP INC NEW

+$442.5K

37,099 +0%

增持

SPY SPDR S&P 500 ETF

+$433.8K

5,595 +7%

增持

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF

+$413.3K

14,912 +310%

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$393.5K

48,739 +49%

增持

VZ VERIZON COMMUNICATIONS INC

+$378.6K

31,079 +27%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$359.0K

10,761 +5%

减持

V VISA INC CL A

+$305.8K

19,805 -1%

减持

SPIP SPDR TIPS ETF

-$280.9K

1,852 -86%

增持

COST COSTCO WHOLESALE CORP

+$280.1K

3,065 +3%

减持

SHV ISHARES SHORT TREASURY BOND ETF

-$268.3K

114,461 -2%

增持

CVX CHEVRON CORP

+$221.5K

4,944 +32%

增持

— EXXON MOBIL CORP

+$200.0K

4,385 +42%

增持

NKE NIKE INC CL B

-$191.4K

14,308 +1%

增持

RTX RTX CORP

+$174.1K

11,649 +2%

增持

VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF

+$171.2K

9,081 +49%

减持

EBAY EBAY INC

+$168.6K

19,202 -1%

减持

MA MASTERCARD INC CL A

+$160.5K

3,313 -2%

增持

TSLA TESLA INC

-$135.3K

4,951 +22%

增持

PG PROCTER & GAMBLE CO

+$130.8K

6,371 +3%

减持

SHY ISHARES 1-3 YR TREASURY BOND ETF

-$127.9K

42,944 -3%

减持

SMH VANECK SEMICONDUCTOR ETF

+$124.1K

2,598 -1%

增持

PYPL PAYPAL HOLDINGS INC

+$118.1K

17,333 +2%

增持

AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF

+$105.7K

10,067 +34%

增持

KO COCA-COLA COMPANY

+$102.4K

26,568 +3%

增持

VUG VANGUARD GROWTH ETF

+$83.3K

618 +49%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$68.9K

2,356 +92%

增持

AMD ADVANCED MICRO DEVICES INC

+$65.4K

717 +65%

增持

WMT WALMART INC

+$65.4K

9,457 +196%

减持

KLAC KLA CORP

+$63.0K

591 -2%

增持

PFE PFIZER INC

+$62.8K

15,214 +22%

增持

NOC NORTHROP GRUMMAN CORP

+$61.1K

1,872 +5%

增持

— MEDTRONIC PLC

+$59.4K

10,389 +1%

减持

— UNITED STATES STEEL CORP NEW

-$54.3K

1,387 -39%

增持

UNH UNITEDHEALTH GROUP INC

+$53.2K

599 +30%

增持

NEE NEXTERA ENERGY INC

+$51.5K

1,844 +69%

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$49.8K

81,627 -4%

增持

— LAM RESEARCH CORP

+$46.5K

246 +0%

增持

VFH VANGUARD FINANCIALS ETF

+$46.3K

4,413 +0%

减持

VLO VALERO ENERGY CORP

+$45.0K

1,124 -0%

增持

JNJ JOHNSON & JOHNSON

+$38.4K

2,736 +9%

增持

WM WASTE MANAGEMENT INC DEL

+$37.8K

1,103 +0%

增持

AGNC AGNC INVESTMENT CORP

+$37.3K

5,958 +170%

减持

VHT VANGUARD HEALTH CARE ETF

+$35.4K

1,981 -1%

减持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR

+$34.1K

1,215 -4%

增持

ROP ROPER TECHNOLOGIES INC

+$33.3K

1,139 +3%

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$32.8K

1,516 +12%

增持

BP BP PLC SPON ADR

+$31.1K

10,343 +2%

增持

BMO BANK MONTREAL QUEBEC

+$28.1K

642 +83%

增持

VAW VANGUARD MATERIALS ETF

+$27.5K

1,815 +0%

增持

VIS VANGUARD INDUSTRIALS ETF

+$26.5K

1,090 +0%

增持

DOW DOW INC

+$26.1K

2,979 +12%

增持

— LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

+$25.3K

2,517 +3%

减持

MCD MCDONALDS CORP

-$23.8K

1,310 -1%

减持

INTC INTEL CORP

-$20.9K

652 -34%

清仓

— LIVENT CORP

-$19.9K

0 -100%

增持

ABBV ABBVIE INC

+$19.4K

686 +1%

增持

ACVF ETFS AMERICAN CONSERVATIVE VALUES ETF

+$17.4K

4,317 +0%

增持

WFC WELLS FARGO & CO NEW

+$16.5K

1,828 +1%

增持

BA BOEING COMPANY

-$16.4K

396 +11%

增持

AVGO BROADCOM INC

+$16.4K

57 +8%

增持

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

+$16.0K

4,837 +0%

减持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

-$16.0K

10,184 -3%

减持

VCSH VANGUARD SHORT TERM CORP BOND ETF

-$15.6K

10,841 -2%

增持

— WALGREENS BOOTS ALLIANCE INC

-$15.4K

3,524 +0%

增持

FCX FREEPORT MCMORAN INC

+$15.1K

3,292 +0%

清仓

SPGP INVESCO S&P 500 GARP ETF

-$15.1K

0 -100%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$14.9K

4,029 +0%

增持

QCOM QUALCOMM INC

+$14.7K

578 +1%

清仓

ROKU ROKU INC SER A

-$13.7K

0 -100%

增持

KMB KIMBERLY CLARK CORP

+$13.5K

1,695 +0%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$13.1K

356 +17%

增持

J JACOBS SOLUTIONS INC

+$13.0K

539 +0%

增持

T AT&T INC

+$12.5K

10,945 +2%

减持

COP CONOCOPHILLIPS

+$12.5K

1,287 -1%

减持

VTV VANGUARD VALUE ETF

+$11.9K

935 -1%

建仓

— ARCADIUM LITHIUM PLC

+$11.5K

2,659

增持

DE DEERE & CO

+$10.9K

880 +0%

增持

FE FIRSTENERGY CORP

+$10.4K

477 +118%

减持

F FORD MOTOR CO

+$9.9K

13,529 -3%

建仓

XNQPX NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND

+$9.7K

824

增持

XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

+$9.6K

1,044 +0%

增持

BAC BANK OF AMERICA CORP

+$9.5K

2,139 +1%

增持

MO ALTRIA GROUP INC

+$9.4K

1,008 +18%

减持

TXN TEXAS INSTRUMENTS INC

+$9.1K

7,320 -1%

增持

XEL XCEL ENERGY INC

-$8.9K

1,161 +1%

增持

WEC WEC ENERGY GROUP INC

-$8.8K

7,434 +1%

增持

XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF

+$8.7K

1,857 +0%

建仓

MPA BLACKROCK MUNIYIELD PA QUALITY FUND INC

+$8.4K

698

减持

TDOC TELADOC HEALTH INC

-$8.4K

62 -86%

增持

MRK MERCK & COMPANY INC

+$8.3K

357 +0%

减持

XLE SECTOR ENERGY SELECT SECTOR SPDR ETF

+$8.1K

2,037 -7%

减持

COWZ PACER U S CASH COWS 100 ETF

-$7.9K

73 -69%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$7.9K

970 +0%

建仓

VPV INVESCO PA VALUE MUN INCOME TR

+$7.9K

772

减持

AXP AMERICAN EXPRESS CO

-$7.8K

20 -70%

增持

HON HONEYWELL INTL INC

-$7.7K

7,365 +2%

建仓

XRNPX COHEN & STEERS REIT & PREFERRED & INCOME FUND INC

+$7.5K

359

建仓

CSQ CALAMOS STRATEGIC TOTAL RETURN FD

+$6.9K

423

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$6.8K

839 -7%

增持

HBAN HUNTINGTON BANCSHRES INC

+$6.7K

5,018 +1%

建仓

— FIRST TRUST S&P DIVID ARIST BYWRT 27 MO CA

+$6.6K

657

增持

MMM 3M COMPANY

-$6.4K

3,564 +1%

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

-$6.0K

192 -44%

增持

KHC KRAFT HEINZ CO

+$6.0K

729 +29%

减持

TJX TJX COS INC NEW

-$6.0K

110 -40%

增持

DAL DELTA AIRLINES INC NEW

+$5.9K

766 +0%

增持

LNG CHENIERE ENERGY INC NEW

-$5.9K

650 +0%

建仓

STWD STARWOOD PROPERTY TRUST INC

+$5.8K

285

减持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

-$5.8K

28,080 -0%

增持

SO SOUTHERN COMPANY

+$5.6K

283 +35%

增持

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF

+$5.5K

637 +12%

增持

SPYM SPDR PORTFOLIO S&P 500 ETF

+$5.5K

948 +0%

增持

PEP PEPSICO INC

+$5.5K

889 +1%

减持

EOG EOG RESOURCES INC

+$5.4K

837 -0%

增持

ITA ISHARES U S AEROSPACE & DEFENSE ETF

+$5.3K

952 +0%

减持

CDL VICTORYSHARES US LARGE CAP HIGN DIV VOLATILITY WTD ETF

-$4.9K

91 -50%

增持

PFG PRINCIPAL FINANCIAL GROUP INC

+$4.9K

602 +1%

增持

ROBO EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF

+$4.8K

3,529 +0%

建仓

EXC EXELON CORP

+$4.7K

126

建仓

RITM RITHM CAPITAL CORP

+$4.7K

425

建仓

XBMEX BLACKROCK HEALTH SCIENCES TRUST

+$4.7K

114

减持

IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF

+$4.7K

526 -5%

建仓

CEG CONSTELLATION ENERGY CORP

+$4.6K

增持

MAIN MAIN STREET CAPITAL CORP

+$4.6K

937 +2%