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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 21增持 81减持 35清仓 13

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORP

+$6.8M

236,067 +854%

减持

AAPL APPLE INC

+$4.5M

124,464 -2%

减持

GOOG ALPHABET INC CL C

+$2.0M

65,653 -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

+$1.9M

560,472 +2%

增持

QQQ INVESCO QQQ ETF

+$1.5M

34,566 +2%

减持

AMZN AMAZON.COM INC

+$1.0M

88,575 -1%

减持

MSFT MICROSOFT CORP

+$948.8K

42,955 -1%

增持

CRM SALESFORCE INC

-$469.5K

12,889 +3%

增持

NFLX NETFLIX INC

+$420.2K

5,842 +1%

增持

DIS WALT DISNEY CO

-$403.8K

18,329 +1%

增持

VGSH VANGUARD SHORT TERM TREASURY ETF

+$349.6K

298,688 +2%

增持

ADBE ADOBE INC

+$342.5K

6,130 +1%

增持

BRK/B BERKSHIRE HATHAWAY INC CL B

-$340.4K

26,034 +0%

增持

SPY SPDR S&P 500 ETF

+$333.4K

5,990 +7%

增持

VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF

+$333.3K

225,405 +3%

减持

COST COSTCO WHOLESALE CORP

+$332.0K

3,033 -1%

增持

CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF

+$330.8K

567,256 +3%

建仓

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

+$297.6K

2,974

减持

NKE NIKE INC CL B

-$278.4K

14,147 -1%

增持

V VISA INC CL A

-$265.9K

20,045 +1%

增持

SHV ISHARES SHORT TREASURY BOND ETF

+$263.0K

116,883 +2%

增持

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF

+$261.8K

22,254 +49%

增持

SYK STRYKER CORP

-$219.3K

14,903 +1%

增持

META META PLATFORMS INC CL A

+$216.7K

7,359 +2%

增持

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF

+$216.4K

151,511 +2%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$199.2K

11,200 +4%

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$190.7K

56,709 +16%

减持

SBUX STARBUCKS CORP

-$188.8K

12,710 -1%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF

+$180.6K

47,776 +14%

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$179.3K

73,660 -10%

增持

TXN TEXAS INSTRUMENTS INC

+$166.6K

7,412 +1%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$165.2K

5,320 +126%

增持

VUG VANGUARD GROWTH ETF

+$154.9K

983 +59%

减持

MA MASTERCARD INC CL A

-$150.0K

3,276 -1%

增持

PYPL PAYPAL HOLDINGS INC

-$147.2K

17,473 +1%

增持

KO COCA-COLA COMPANY

+$146.5K

27,838 +5%

增持

WMT WALMART INC

+$140.5K

10,480 +11%

增持

GOOGL ALPHABET INC CL A

+$135.6K

4,324 +0%

增持

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

+$114.4K

165,659 +1%

增持

JPM JPMORGAN CHASE & CO

+$113.4K

24,289 +1%

增持

SMH VANECK SEMICONDUCTOR ETF

+$105.8K

2,648 +2%

减持

TSLA TESLA INC

+$97.9K

4,893 -1%

增持

AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF

+$85.4K

12,159 +21%

增持

— MEDTRONIC PLC

-$77.9K

10,513 +1%

增持

PG PROCTER & GAMBLE CO

+$77.7K

6,739 +6%

增持

HON HONEYWELL INTL INC

+$75.6K

7,433 +1%

增持

PFE PFIZER INC

+$72.5K

17,681 +16%

减持

— WALGREENS BOOTS ALLIANCE INC

-$71.2K

430 -88%

增持

VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF

+$69.1K

10,318 +14%

增持

NOC NORTHROP GRUMMAN CORP

-$69.0K

1,897 +1%

增持

VZ VERIZON COMMUNICATIONS INC

+$59.8K

33,072 +6%

增持

T AT&T INC

+$57.2K

13,073 +19%

增持

— EXXON MOBIL CORP

+$56.9K

4,922 +12%

减持

MRVL MARVELL TECHNOLOGY INC

-$52.5K

45,148 -0%

建仓

SOLV SOLVENTUM CORP

+$47.0K

889

增持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR

+$46.4K

1,218 +0%

增持

C CITIGROUP INC NEW

+$46.0K

37,695 +2%

减持

KRE SPDR S&P REGIONAL BANKING ETF

-$45.6K

715 -55%

增持

RTX RTX CORP

+$44.2K

11,757 +1%

增持

MO ALTRIA GROUP INC

+$43.5K

1,921 +91%

建仓

JEPQ JP MORGAN NASDAQ EQUITY PREM INCOME ETF

+$43.0K

774

增持

CVX CHEVRON CORP

+$41.5K

5,251 +6%

减持

MCD MCDONALDS CORP

-$40.9K

1,289 -2%

增持

F FORD MOTOR CO

+$37.0K

17,280 +28%

减持

BMO BANK MONTREAL QUEBEC

-$33.4K

350 -45%

建仓

ETO EATON VANCE TAX ADVANTAGE GLOBAL DIVIDEND OPPORTUNITY FD

+$32.3K

1,265

增持

XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF

+$31.7K

845 +10%

增持

DE DEERE & CO

-$31.4K

883 +0%

增持

KHC KRAFT HEINZ CO

+$30.2K

1,773 +143%

增持

HBAN HUNTINGTON BANCSHARES INC

+$26.9K

7,351 +46%

减持

COP CONOCOPHILLIPS

-$25.9K

1,206 -6%

增持

LMT LOCKHEED MARTIN CORP

+$25.7K

523 +9%

减持

VHT VANGUARD HEALTH CARE ETF

-$24.6K

1,922 -3%

增持

WEC WEC ENERGY GROUP INC

-$24.1K

7,473 +1%

增持

JNJ JOHNSON & JOHNSON

+$24.0K

3,125 +14%

增持

DOW DOW INC

+$23.5K

3,695 +24%

增持

SHY ISHARES 1-3 YR TREASURY BOND ETF

+$23.2K

43,297 +1%

减持

VLO VALERO ENERGY CORP

-$22.9K

1,077 -4%

减持

XLE SECTOR ENERGY SELECT SECTOR SPDR ETF

-$20.6K

1,884 -8%

减持

USB U S BANCORP DE NEW

-$19.9K

167 -72%

增持

XLU SELECT UTILITIES SELECT SECTOR SPDR ETF

+$18.8K

436 +164%

增持

— LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

+$17.9K

2,879 +14%

减持

BAC BANK OF AMERICA CORP

-$17.8K

1,593 -26%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$17.0K

715 -15%

增持

KMB KIMBERLY CLARK CORP

+$16.7K

1,707 +1%

减持

IWM ISHARES RUSSELL 2000 ETF

-$16.6K

496 -11%

建仓

MFM MFS MUNICIPAL INCOME TRUST SBI

+$15.6K

2,858

减持

QCOM QUALCOMM INC

+$15.1K

567 -2%

增持

UNH UNITEDHEALTH GROUP INC

+$14.5K

610 +2%

增持

XLB SECTOR MATERIALS SELECT SECTOR SPDR ETF

+$14.3K

358 +92%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$13.7K

4,423 +10%

增持

NEE NEXTERA ENERGY INC

+$13.6K

1,856 +1%

减持

EBAY EBAY INC

+$13.2K

19,111 -0%

减持

KEY KEYCORP NEW

-$12.8K

3,548 -11%

建仓

THQ ABRDN HEALTHCARE OPPORTUNITIES FUND

+$12.7K

622

减持

IEO ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF

-$11.9K

446 -15%

减持

SLX VANECK STEEL ETF

-$11.3K

557 -16%

建仓

— ON HOLDING AG CL A

+$10.5K

271

减持

FE FIRSTENERGY CORP

-$10.0K

219 -54%

增持

SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF

+$10.0K

28,475 +1%

清仓

XNQPX NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND

-$9.7K

0 -100%

建仓

BIT BLACKROCK MULTI SECTOR INCOME TR

+$9.7K

667

建仓

KR KROGER CO

+$9.0K

181

增持

LNG CHENIERE ENERGY INC NEW

+$9.0K

651 +0%

清仓

— AMPLIFY TR MOBILE PAYMENTS ETF

-$8.6K

0 -100%

增持

INTC INTEL CORP

-$8.5K

654 +0%

清仓

MPA BLACKROCK MUNIYIELD PA QUALITY FUND INC

-$8.4K

0 -100%

清仓

VPV INVESCO PA VALUE MUN INCOME TR

-$7.9K

0 -100%

建仓

NU NU HOLDINGS LTD CL A

+$7.7K

600

建仓

DIVI FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF

+$7.7K

246

建仓

IPAY AMPLIFY TR MOBILE PAYMENTS ETF

+$7.6K

163

清仓

XRNPX COHEN & STEERS REIT & PREFERRED & INCOME FUND INC

-$7.5K

0 -100%

增持

J JACOBS SOLUTIONS INC

-$7.4K

540 +0%

增持

AMD ADVANCED MICRO DEVICES INC

+$7.3K

843 +18%

建仓

CMCSA COMCAST CORP CL A NEW

+$7.3K

186

增持

PEP PEPSICO INC

-$7.2K

900 +1%

减持

EOG EOG RESOURCES INC

-$7.0K

795 -5%

清仓

CSQ CALAMOS STRATEGIC TOTAL RETURN FD

-$6.9K

0 -100%

减持

— UNITED STATES STEEL CORP NEW

-$6.9K

1,313 -5%

清仓

IVV ISHARES CORE S&P 500 ETF

-$6.9K

0 -100%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$6.9K

971 +0%

增持

TGT TARGET CORP

-$6.8K

238 +0%

增持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

+$6.7K

10,358 +2%

清仓

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

-$6.6K

0 -100%

建仓

EOD ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND

+$6.5K

1,347

减持

TFC TRUIST FINANCIAL CORP

-$6.5K

1,265 -11%

建仓

BMI BADGER METER INC

+$6.3K

减持

JAVA JPMORGAN ACTIVE VALUE ETF

-$6.3K

177 -37%

增持

ABBV ABBVIE INC

-$6.3K

692 +1%

建仓

VOO VANGUARD S&P 500 INDEX ETF

+$6.0K

建仓

SNPS SYNOPSYS INC

+$6.0K

增持

VCSH VANGUARD SHORT TERM CORP BOND ETF

+$5.9K

10,923 +1%

清仓

STWD STARWOOD PROPERTY TRUST INC

-$5.8K

0 -100%

清仓

CDL VICTORYSHARES US LARGE CAP HIGN DIV VOLATILITY WTD ETF

-$5.7K

0 -100%

建仓

MU MICRON TECHNOLOGY INC

+$5.7K

增持

FCX FREEPORT MCMORAN INC

+$5.6K

3,301 +0%

增持

BP BP PLC SPON ADR

-$5.5K

10,644 +3%

增持

TMUS T-MOBILE US INC

+$5.5K

405 +0%

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

-$5.5K

57 -70%

增持

ITW ILLINOIS TOOL WORKS INC

-$5.4K

181 +1%

增持

— AMCOR PLC ORD USD 0.01

+$5.3K

13,740 +1%

建仓

XMHQ INVESCO S&P MIDCAP QUALITY ETF

+$5.2K

减持

SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF

-$5.1K

996 -14%

增持

HPQ HP INC

+$5.0K

983 +1%

建仓

DBEF X TRACKERS MSCI EAFE HEDGED EQUITY ETF

+$5.0K

120

建仓

— EVEREST GROUP LTD

+$5.0K

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$4.9K

1,588 +5%

清仓

EXC EXELON CORP

-$4.7K

0 -100%

清仓

RITM RITHM CAPITAL CORP

-$4.7K

0 -100%

清仓

XBMEX BLACKROCK HEALTH SCIENCES TRUST

-$4.7K

0 -100%