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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 78
减持 35
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$4.0M
287,484
+26%
增持
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
+$3.6M
719,243
+25%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKET
+$2.9M
42,551
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。
+221%
减持
QQQ
INVESCO QQQ ETF
-$2.9M
27,787
-21%
减持
AMZN
AMAZON.COM INC
+$2.6M
86,242
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
+$1.7M
44,118
-1%
增持
GOOG
ALPHABET INC CL C
+$1.6M
65,288
+0%
减持
AAPL
APPLE INC
+$1.5M
118,943
-2%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$1.4M
573,628
+2%
减持
NVDA
NVIDIA CORP
+$1.4M
217,134
-5%
减持
NFLX
NETFLIX INC
+$873.6K
5,523
-3%
增持
CRM
SALESFORCE INC
+$830.7K
12,970
+1%
减持
V
VISA INC CL A
+$751.0K
19,570
-1%
增持
JPM
JPMORGAN CHASE & CO
+$729.8K
24,421
+0%
减持
TSLA
TESLA INC
+$631.5K
4,700
-3%
减持
MSFT
MICROSOFT CORP
-$600.2K
42,007
-1%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$500.7K
113,201
-3%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$451.7K
171,430
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$393.7K
9,978
-14%
增持
ADBE
ADOBE INC
-$362.1K
6,215
+3%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$334.1K
310,125
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$319.9K
25,528
-1%
增持
DIS
WALT DISNEY CO
+$311.5K
18,489
+2%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$293.5K
59,857
+21%
减持
C
CITIGROUP INC
+$286.3K
37,272
-0%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$247.5K
647
+168%
建仓
LRCX
LAM RESEARCH CORP
+$229.7K
3,180
增持
WMT
WALMART INC
+$222.2K
11,743
+13%
清仓
—
LAM RESEARCH CORP
-$200.7K
0
-100%
减持
NKE
NIKE INC CL B
-$185.5K
13,813
-1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$173.5K
68,161
+1%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF
+$149.6K
16,723
+32%
减持
HON
HONEYWELL INTL INC
+$127.1K
7,120
-1%
增持
COST
COSTCO WHOLESALE CORP
+$123.2K
3,235
+1%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$120.5K
66,638
+13%
增持
MA
MASTERCARD INC CL A
+$119.3K
3,255
+1%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$113.4K
41,571
-2%
增持
GOOGL
ALPHABET INC CL A
+$112.4K
4,386
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$111.5K
35,496
+4%
增持
SPY
SPDR S&P 500 ETF
+$110.4K
6,352
+1%
增持
TXN
TEXAS INSTRUMENTS INC
-$107.3K
7,487
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$104.0K
1,653
+29%
减持
PYPL
PAYPAL HOLDINGS INC
+$103.3K
16,827
-1%
增持
KO
COCA-COLA COMPANY
-$103.0K
30,425
+9%
增持
LNG
CHENIERE ENERGY INC
+$102.7K
1,015
+58%
增持
OXY
OCCIDENTAL PETROLEUM CORP
+$102.5K
2,193
+1824%
增持
—
EXXON MOBIL CORP
+$102.1K
6,419
+28%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$101.8K
12,602
+21%
减持
IAU
ISHARES GOLD TRUST
-$100.7K
9,195
-18%
减持
META
META PLATFORMS INC CL A
+$93.9K
7,299
-0%
增持
VUG
VANGUARD GROWTH ETF
+$89.8K
1,862
+6%
增持
WFC
WELLS FARGO & CO
+$89.4K
2,744
+50%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$80.2K
3,532
+19%
减持
SBUX
STARBUCKS CORP
-$74.8K
11,421
-0%
增持
CVX
CHEVRON CORP
+$73.5K
6,189
+11%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$72.5K
24,754
-8%
建仓
WPC
W P CAREY INC
+$69.1K
1,268
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
+$68.5K
27,246
+10%
增持
NOC
NORTHROP GRUMMAN CORP
-$63.4K
2,007
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.4K
2,377
+72%
增持
—
MEDTRONIC PLC
-$60.3K
9,361
+4%
清仓
KEY
KEYCORP NEW
-$59.8K
0
-100%
减持
FCX
FREEPORT MCMORAN INC
-$58.5K
2,805
-15%
减持
DOW
DOW INC
-$58.5K
3,814
-1%
增持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
-$56.7K
3,006
+3%
增持
EBAY
EBAY INC
-$52.3K
18,828
+1%
增持
VHT
VANGUARD HEALTH CARE ETF
-$51.2K
1,944
+1%
增持
IXC
ISHARES GLOBAL ENERGY ETF
+$49.7K
1,482
+777%
增持
BA
BOEING COMPANY
+$49.2K
618
+56%
增持
GLD
SPDR GOLD TRUST GOLD SHARES
+$46.4K
2,423
+9%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$46.1K
3,870
-48%
清仓
—
ABRDN ASIA PACIFIC INCOME FUND INC NEW
-$42.3K
0
-100%
清仓
—
BLACKROCK INC
-$42.1K
0
-100%
增持
VFH
VANGUARD FINANCIALS ETF
+$41.7K
4,467
+1%
建仓
BLK
BLACKROCK FDG INC
+$41.4K
40
增持
VAW
VANGUARD MATERIALS ETF
-$40.2K
1,838
+1%
增持
AGNC
AGNC INVESTMENT CORP
+$40.0K
11,617
+81%
增持
BP
BP PLC SPON ADR
+$39.7K
12,772
+19%
增持
SLV
ISHARES SILVER TRUST
+$38.6K
3,414
+89%
建仓
UAL
UNITED AIRLINES HOLDINGS INC
+$38.2K
393
增持
AVGO
BROADCOM INC
+$38.0K
589
+3%
清仓
VTIP
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
-$36.8K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$36.6K
7,376
+6%
增持
XLK
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
+$35.9K
977
+15%
增持
VOO
VANGUARD S&P 500 INDEX ETF
+$34.1K
288
+26%
增持
SO
SOUTHERN COMPANY
+$33.9K
647
+200%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$33.1K
6,239
-11%
减持
ABBV
ABBVIE INC
-$31.5K
708
-11%
建仓
FAX
ABRDN ASIA PACIFIC INCOME FUND INC
+$29.9K
2,029
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$28.8K
149,558
+1%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$28.3K
6
-94%
增持
UNH
UNITEDHEALTH GROUP INC
-$27.2K
668
+7%
建仓
—
TOPBUILD CORP
+$26.5K
85
建仓
IMO
IMPERIAL OIL LTD
+$25.7K
417
增持
DUK
DUKE ENERGY CORP
+$25.6K
316
+333%
减持
KRE
SPDR S&P REGIONAL BANKING ETF
-$25.6K
249
-65%
建仓
PNC
PNC FINANCIAL SERVICES GROUP INC
+$25.5K
132
减持
TFC
TRUIST FINANCIAL CORP
-$24.9K
680
-47%
减持
F
FORD MOTOR CO
-$24.7K
17,093
-7%
增持
SHEL
SHELL PLC SPONSORED ADR REPSTG ORD SHS
+$24.4K
462
+579%
减持
XLE
SECTOR ENERGY SELECT SECTOR SPDR ETF
-$24.4K
1,633
-13%
增持
USB
U S BANCORP DE
+$23.6K
535
+1089%
减持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
-$23.5K
10,216
-1%
建仓
SAP
SAP SE SPON ADR
+$22.2K
90
增持
NEE
NEXTERA ENERGY INC
-$21.2K
2,087
+3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$21.2K
1,772
+11%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$20.4K
270
建仓
TLT
ISHARES 20 YR TREASURY BOND ETF
+$20.4K
234
减持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
-$20.4K
9,782
-3%
清仓
IEF
ISHARES 7-10YR TREASURY BOND ETF
-$20.0K
0
-100%
建仓
KVUE
KENVUE INC
+$19.9K
932
建仓
AMT
AMERICAN TOWER CORP NEW
+$18.7K
102
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$18.5K
322
+99%
增持
KMB
KIMBERLY CLARK CORP
-$18.3K
1,717
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$18.1K
454
+27%
增持
CMCSA
COMCAST CORP CL A
+$18.1K
688
+270%
清仓
—
MARATHON OIL CORP
-$17.9K
0
-100%
减持
QCOM
QUALCOMM INC
-$17.8K
515
-10%
增持
MCD
MCDONALDS CORP
-$17.6K
1,254
+0%
增持
ASH
ASHLAND INC
-$17.3K
1,131
+0%
建仓
EFA
ISHARES MSCI EAFE ETF
+$17.2K
228
建仓
GSK
GSK PLC SPON ADR
+$17.1K
506
建仓
TDG
TRANSDIGM GROUP INC
+$16.5K
13
建仓
EMB
ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF
+$16.4K
185
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF
+$16.4K
209
建仓
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$16.2K
469
建仓
LQD
ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF
+$16.0K
150
建仓
KDP
KEURIG DR PEPPER INC
+$15.9K
494
增持
ROP
ROPER TECHNOLOGIES INC
+$14.6K
924
+10%
清仓
DWM
WISDOMTREE INTL EQUITY FUND ETF
-$14.5K
0
-100%
建仓
DFAX
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF
+$14.4K
580
建仓
SIRI
SIRIUS XM HOLDINGS INC
+$14.4K
632
建仓
DEO
DIAGEO PLC SPON ADR
+$14.4K
113
建仓
DFUS
DIMENSIONAL U S EQUITY MARKET ETF
+$14.1K
222
增持
ORCL
ORACLE CORP
+$14.0K
184
+90%
建仓
SVAL
ISHARES US SMALL CAP VALUE FACTOR ETF
+$13.9K
429
增持
BAC
BANK OF AMERICA CORP
+$13.9K
1,704
+11%
增持
WEC
WEC ENERGY GROUP INC
-$13.9K
7,564
+0%
建仓
WSO
WATSCO INC CL A
+$13.7K
29
增持
XLV
SECTOR HEALTHCARE SELECT SECTOR SPDR ETF
+$13.6K
507
+39%
增持
CSCO
CISCO SYSTEMS INC
+$13.6K
1,322
+9%
减持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
-$13.4K
891
-7%
建仓
IXP
ISHARES GLOBAL COMM SERVICES ETF
+$13.2K
137
增持
GE
GE AEROSPACE
+$13.2K
86
+1333%
增持
T
AT&T INC
+$13.0K
12,774
+1%
建仓
CCI
CROWN CASTLE INC
+$13.0K
143
增持
DE
DEERE & CO
+$12.9K
904
+2%
增持
BMY
BRISTOL MYERS SQUIBB COMPANY
+$12.6K
289
+301%
增持
RTX
RTX CORP
-$12.6K
12,110
+4%
增持
MPC
MARATHON PETROLEUM CORP
-$12.5K
547
+0%
