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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 87
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$2.3M
564,211
+1%
减持
AAPL
APPLE INC
+$2.1M
121,460
-2%
减持
NVDA
NVIDIA CORP
-$1.4M
228,624
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。
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$1.3M
25,836
-1%
减持
GOOG
ALPHABET INC CL C
-$1.2M
65,057
-1%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$1.1M
228,118
+1%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
+$1.0M
13,245
+345%
减持
MSFT
MICROSOFT CORP
-$892.7K
42,543
-1%
减持
AMZN
AMAZON.COM INC
-$763.3K
87,768
-1%
增持
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
+$701.4K
573,705
+1%
增持
QQQ
INVESCO QQQ ETF
+$507.0K
34,971
+1%
减持
META
META PLATFORMS INC CL A
+$469.1K
7,301
-1%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$388.1K
300,050
+0%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$364.5K
147,936
-2%
增持
SPY
SPDR S&P 500 ETF
+$352.4K
6,296
+5%
减持
PYPL
PAYPAL HOLDINGS INC
+$318.9K
17,082
-2%
增持
VUG
VANGUARD GROWTH ETF
+$307.0K
1,757
+79%
减持
TSLA
TESLA INC
+$298.3K
4,841
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$289.2K
11,602
+4%
减持
ADBE
ADOBE INC
-$279.5K
6,037
-2%
增持
COST
COSTCO WHOLESALE CORP
+$263.0K
3,204
+6%
减持
SYK
STRYKER CORP
+$237.0K
14,693
-1%
减持
RTX
RTX CORP
+$233.7K
11,670
-1%
减持
KO
COCA-COLA COMPANY
+$225.4K
27,794
-0%
增持
JPM
JPMORGAN CHASE & CO
+$211.6K
24,301
+0%
减持
EBAY
EBAY INC
+$192.0K
18,717
-2%
减持
CRM
SALESFORCE INC
+$191.7K
12,807
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$178.2K
1,904
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$176.6K
837
-27%
减持
V
VISA INC CL A
+$172.8K
19,764
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$167.1K
34,091
+3%
减持
NKE
NIKE INC CL B
+$164.4K
13,922
-2%
减持
MA
MASTERCARD INC CL A
+$149.1K
3,229
-1%
增持
WEC
WEC ENERGY GROUP INC
+$138.9K
7,540
+1%
减持
WMT
WALMART INC
+$129.2K
10,387
-1%
减持
SBUX
STARBUCKS CORP
+$127.5K
11,457
-10%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
+$126.5K
24,804
+11%
增持
MMM
3M COMPANY
+$123.1K
3,565
+0%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$121.9K
59,096
+4%
增持
VOO
VANGUARD S&P 500 INDEX ETF
+$114.8K
229
+1808%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$111.9K
49,464
+4%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$107.1K
2,965
减持
NFLX
NETFLIX INC
+$106.4K
5,709
-2%
减持
HON
HONEYWELL INTL INC
-$106.1K
7,165
-4%
清仓
GBTC
GRAYSCALE BITCOIN TRUST BTC ACCD INVS
-$101.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$90.0K
1,382
+64%
增持
PG
PROCTER & GAMBLE CO
+$88.5K
6,928
+3%
增持
VVV
VALVOLINE INC
+$74.1K
3,927
+88%
减持
DIS
WALT DISNEY CO
-$72.8K
18,164
-1%
增持
GOOGL
ALPHABET INC CL A
-$69.8K
4,328
+0%
减持
TXN
TEXAS INSTRUMENTS INC
+$69.3K
7,315
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$62.8K
526
+1%
增持
VTV
VANGUARD VALUE ETF
+$55.1K
1,175
+26%
减持
C
CITIGROUP INC NEW
-$54.9K
37,336
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$54.7K
44,516
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.3K
624
+2%
减持
MCD
MCDONALDS CORP
+$52.5K
1,251
-3%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$49.8K
117,195
+0%
增持
BP
BP PLC SPON ADR
-$46.4K
10,761
+1%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$45.8K
12,707
+5%
增持
VFH
VANGUARD FINANCIALS ETF
+$45.0K
4,420
+0%
增持
MPC
MARATHON PETROLEUM CORP
+$40.6K
545
+96%
增持
DE
DEERE & CO
+$40.1K
887
+0%
增持
NEE
NEXTERA ENERGY INC
+$39.4K
2,021
+9%
增持
ABBV
ABBVIE INC
+$38.6K
797
+15%
增持
VAW
VANGUARD MATERIALS ETF
+$35.8K
1,823
+0%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$35.2K
241
+49%
增持
VHT
VANGUARD HEALTH CARE ETF
+$33.1K
1,929
+0%
清仓
ETO
EATON VANCE TAX ADVANTAGE GLOBAL DIVIDEND OPPORTUNITY FD
-$32.3K
0
-100%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$31.5K
26,881
-6%
增持
ASH
ASHLAND INC
+$31.2K
1,128
+59%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$30.3K
96
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$28.3K
10,413
+1%
减持
T
AT&T INC
+$28.0K
12,631
-3%
增持
VIS
VANGUARD INDUSTRIALS ETF
+$28.0K
1,094
+0%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$27.3K
4,594
+4%
建仓
RIO
RIO TINTO PLC SPONSORED ADR
+$25.5K
359
减持
PFE
PFIZER INC
-$25.5K
16,212
-8%
减持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
-$23.7K
10,330
-5%
增持
XLU
SELECT UTILITIES SELECT SECTOR SPDR ETF
+$22.8K
650
+49%
增持
F
FORD MOTOR CO
-$22.8K
18,360
+6%
减持
SOLV
SOLVENTUM CORP
-$22.6K
350
-61%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$22.6K
5,446
+2%
增持
VLO
VALERO ENERGY CORP
-$22.4K
1,085
+1%
清仓
—
ENCORE WIRE CORP
-$22.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$21.8K
5,020
+2%
建仓
IEF
ISHARES 7-10YR TREASURY BOND ETF
+$20.0K
204
减持
—
MEDTRONIC PLC
-$19.4K
8,976
-15%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW
+$17.9K
165,800
+0%
建仓
AMTM
AMENTUM HOLDINGS INC
+$17.4K
540
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$17.0K
955
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$16.5K
1,598
+1%
增持
QCOM
QUALCOMM INC
-$16.1K
570
+1%
清仓
MFM
MFS MUNICIPAL INCOME TRUST SBI
-$15.6K
0
-100%
增持
DOW
DOW INC
+$15.5K
3,872
+5%
减持
JNJ
JOHNSON & JOHNSON
+$15.2K
2,912
-7%
增持
XEL
XCEL ENERGY INC
+$14.7K
1,184
+1%
减持
WELL
WELLTOWER INC
-$14.7K
92
-64%
建仓
DWM
WISDOMTREE INTL EQUITY FUND ETF
+$14.5K
251
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$14.1K
67,559
-8%
增持
VB
VANGUARD SMALL CAP ETF
+$14.0K
198
+30%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$13.7K
42,351
-2%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$12.9K
5,043
+4%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$12.9K
386
+0%
清仓
THQ
ABRDN HEALTHCARE OPPORTUNITIES FUND
-$12.7K
0
-100%
增持
MO
ALTRIA GROUP INC
+$12.6K
1,961
+2%
增持
TMUS
T-MOBILE US INC
+$12.5K
406
+0%
建仓
IP
INTL PAPER COMPANY
+$12.3K
252
增持
HBAN
HUNTINGTON BANCSHARES INC
+$12.1K
7,417
+1%
增持
—
MARATHON OIL CORP
+$11.4K
673
+195%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$10.7K
1,281
+5%
增持
ACVF
ETFS AMERICAN CONSERVATIVE VALUES ETF
+$10.5K
4,328
+0%
清仓
JAVA
JPMORGAN ACTIVE VALUE ETF
-$10.5K
0
-100%
增持
COP
CONOCOPHILLIPS
-$10.2K
1,213
+1%
清仓
BIT
BLACKROCK MULTI SECTOR INCOME TR
-$9.7K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$9.6K
2,775
+0%
增持
KEY
KEYCORP NEW
+$9.4K
3,572
+1%
增持
KHC
KRAFT HEINZ CO
+$9.4K
1,894
+7%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$9.3K
498
+0%
清仓
CVS
CVS HEALTH CORP
-$9.2K
0
-100%
增持
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+$8.7K
914
+6%
建仓
—
CHS INC CL B CUML REDEEMABLE PFD SER 1 PERPTL
+$8.2K
305
增持
XLF
SECTOR FINANCIAL SELECT SECTOR SPDR ETF
+$8.2K
1,872
+0%
增持
AGNC
AGNC INVESTMENT CORP
+$8.0K
6,407
+4%
清仓
—
DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046
-$7.4K
0
-100%
减持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
-$7.4K
1,871
-1%
增持
CSCO
CISCO SYSTEMS INC
+$7.4K
1,215
+1%
增持
KMB
KIMBERLY CLARK CORP
+$7.3K
1,710
+0%
增持
—
DUPONT DE NEMOURS INC
+$7.1K
788
+1%
增持
AVGO
BROADCOM INC
+$7.0K
571
+902%
增持
PSA
PUBLIC STORAGE INC
+$6.8K
87
+1%
增持
PM
PHILIP MORRIS INTL INC
+$6.8K
317
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL A
-$6.8K
209
-30%
清仓
EOD
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND
-$6.5K
0
-100%
增持
NIC
NICOLET BANKSHARES INC
+$6.5K
507
+0%
清仓
—
AMERICAN HEALTHCARE REIT INC CL I
-$6.1K
0
-100%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$6.1K
716
+0%
增持
—
JOHNSON CONTROLS INTL PLC
+$6.1K
527
+1%
增持
MSI
MOTOROLA SOLUTIONS INC NEW
+$6.0K
94
+1%
增持
SNDR
SCHNEIDER NATL INC WI CL B
+$6.0K
1,340
+0%
减持
SNOW
SNOWFLAKE INC CL A
-$5.9K
26
-61%
建仓
CRLBF
CRESCO LABS INC SUB VTG
+$5.9K
3,530
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$5.9K
358
+1%
减持
WFC
WELLS FARGO & CO NEW
-$5.8K
1,829
-0%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$5.8K
6,995
+1%
增持
PEP
PEPSICO INC
+$5.6K
905
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$5.6K
1,352
+0%
增持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$5.5K
155
+2%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$5.5K
717
+0%
增持
TFC
TRUIST FINANCIAL CORP
+$5.3K
1,273
+1%
