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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 78
减持 46
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$10.3M
483,749
+56%
减持
QQQ
INVESCO QQQ ETF
-$9.6M
9,908
-64%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$7.6M
253,578
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。
+48%
减持
NVDA
NVIDIA CORP
-$6.1M
212,756
-2%
减持
AAPL
APPLE INC
-$4.1M
115,505
-3%
减持
AMZN
AMAZON.COM INC
-$3.0M
83,791
-3%
减持
GOOG
ALPHABET INC CL C
-$2.3M
64,616
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
-$2.1M
44,747
+1%
减持
MSFT
MICROSOFT CORP
-$2.0M
41,783
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$1.9M
25,299
-1%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$1.2M
584,256
+2%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$1.2M
296,880
+3%
增持
CRM
SALESFORCE INC
-$829.4K
13,068
+1%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$741.8K
149,630
+0%
减持
TSLA
TESLA INC
-$690.6K
4,659
-1%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF
+$641.7K
48,846
+15%
减持
V
VISA INC CL A
+$496.6K
19,065
-3%
增持
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
+$387.0K
732,894
+2%
增持
ADBE
ADOBE INC
-$378.0K
6,220
+0%
增持
PYPL
PAYPAL HOLDINGS INC
-$309.4K
17,268
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$306.7K
1,360
+120%
减持
KO
COCA-COLA COMPANY
+$284.2K
30,417
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$283.2K
37,538
+6%
减持
DIS
WALT DISNEY CO
-$243.5K
18,391
-1%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$217.6K
65,540
+9%
减持
RTX
RTX CORP
+$196.7K
12,065
-0%
增持
CVX
CHEVRON CORP
+$191.7K
6,505
+5%
增持
NEE
NEXTERA ENERGY INC
+$180.3K
4,654
+123%
增持
SPAB
SPDR AGGREGATE BOND ETF
+$158.9K
71,424
+7%
减持
GOOGL
ALPHABET INC CL A
-$158.0K
4,347
-1%
增持
MU
MICRON TECHNOLOGY INC
+$149.7K
1,832
+1521%
减持
VOO
VANGUARD S&P 500 INDEX ETF
-$148.8K
12
-96%
增持
NKE
NIKE INC CL B
-$145.2K
14,179
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$140.3K
4,160
+75%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$133.5K
879
+36%
增持
COST
COSTCO WHOLESALE CORP
+$130.2K
3,271
+1%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$120.9K
14,341
+14%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$117.7K
113,908
+1%
减持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
-$116.2K
24,075
-12%
增持
NOC
NORTHROP GRUMMAN CORP
+$115.7K
2,066
+3%
增持
—
MEDTRONIC PLC
+$114.5K
9,595
+2%
减持
SYK
STRYKER CORP
+$112.9K
14,552
-1%
减持
WEC
WEC ENERGY GROUP INC
+$112.4K
7,558
-0%
减持
JPM
JPMORGAN CHASE & CO
+$109.8K
24,312
-0%
减持
EBAY
EBAY INC
+$107.2K
18,804
-0%
增持
SPEM
SPDR EMERGING MARKETS ETF
+$104.6K
69,087
+1%
增持
—
EXXON MOBIL CORP
+$98.2K
6,632
+3%
减持
NFLX
NETFLIX INC
+$80.0K
5,365
-3%
增持
JNJ
JOHNSON & JOHNSON
+$78.2K
3,363
+1%
增持
T
AT&T INC
+$77.9K
13,040
+2%
增持
ROP
ROPER TECHNOLOGIES INC
+$76.4K
944
+2%
减持
SBUX
STARBUCKS CORP
+$73.7K
11,376
-0%
增持
MMM
3M COMPANY
+$63.4K
3,566
+0%
减持
TXN
TEXAS INSTRUMENTS INC
-$59.3K
7,483
-0%
增持
SMH
VANECK SEMICONDUCTOR ETF
-$59.2K
2,765
+4%
增持
VUG
VANGUARD GROWTH ETF
-$57.8K
1,905
+2%
增持
BP
BP PLC SPON ADR
+$56.9K
12,858
+1%
增持
META
META PLATFORMS INC CL A
-$56.1K
7,317
+0%
建仓
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
+$50.3K
412
减持
DAL
DELTA AIRLINES INC
-$44.5K
51
-93%
增持
HON
HONEYWELL INTL INC
-$40.8K
7,402
+4%
减持
MA
MASTERCARD INC CL A
+$39.5K
3,199
-2%
增持
AGGY
WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF
+$39.0K
17,424
+4%
减持
DE
DEERE & CO
+$36.1K
893
-1%
减持
UAL
UNITED AIRLINES HOLDINGS INC
-$35.6K
37
-91%
清仓
SLX
VANECK STEEL ETF
-$33.7K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$32.9K
10,401
+4%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$30.7K
4,028
-13%
增持
MCD
MCDONALDS CORP
+$28.7K
1,255
+0%
减持
WM
WASTE MANAGEMENT INC DEL
+$27.5K
1,123
-3%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
+$25.9K
41,508
-0%
清仓
—
HEARTLAND FINL USA INC
-$25.9K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$25.7K
7,407
+0%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
-$25.2K
978
+0%
建仓
UMBF
UMB FINANCIAL CORP
+$23.6K
234
增持
VHT
VANGUARD HEALTH CARE ETF
+$23.3K
1,951
+0%
增持
TMUS
T-MOBILE US INC
+$22.5K
426
+3%
减持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
-$22.1K
3,438
-3%
减持
BOTZ
GLOBAL X ROBOTICS A I ETF
-$21.8K
4,897
-3%
减持
BA
BOEING COMPANY
-$21.0K
518
-16%
清仓
HPF
HANCOCK JOHN PREFERRED INCOME FUND II
-$20.9K
0
-100%
清仓
VTRS
VIATRIS INC
-$20.9K
0
-100%
增持
AVGO
BROADCOM INC
+$20.4K
937
+59%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$20.3K
3,569
+1%
增持
KMB
KIMBERLY CLARK CORP
+$19.8K
1,721
+0%
增持
WMT
WALMART INC
+$18.7K
12,298
+5%
减持
ABBV
ABBVIE INC
+$18.4K
688
-3%
增持
MO
ALTRIA GROUP INC
+$18.3K
2,094
+2%
增持
SLV
ISHARES SILVER TRUST
+$17.9K
3,479
+2%
增持
F
FORD MOTOR CO
+$17.9K
18,657
+9%
增持
LNG
CHENIERE ENERGY INC
+$17.0K
1,016
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.4K
676
+1%
清仓
VT
VANGUARD TOTAL WORLD STOCK ETF
-$15.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$15.4K
6,683
+5%
建仓
VRT
VERTIV HOLDINGS LLC CL A
+$14.9K
206
增持
PFE
PFIZER INC
+$14.6K
18,654
+8%
增持
LLY
ELI LILLY & CO
+$13.8K
98
+13%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$13.7K
55
-50%
增持
ASH
ASHLAND INC
-$13.6K
1,134
+0%
减持
C
CITIGROUP INC
+$13.5K
37,147
-0%
增持
PSA
PUBLIC STORAGE INC
+$12.8K
151
+40%
减持
HLN
HALEON PLC ADR
-$12.5K
972
-59%
增持
—
EATON CORP PLC
-$12.5K
212
+0%
增持
WPC
W P CAREY INC
+$12.2K
1,288
+2%
增持
KHC
KRAFT HEINZ CO
+$12.1K
2,691
+18%
建仓
SCHF
SCHWAB INTL EQUITY ETF
+$12.0K
607
增持
VLO
VALERO ENERGY CORP
+$11.6K
1,103
+1%
增持
TDG
TRANSDIGM GROUP INC
+$11.2K
20
+54%
增持
LRCX
LAM RESEARCH CORP
+$10.8K
3,309
+4%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$10.5K
500
+0%
清仓
—
ARCADIUM LITHIUM PLC
-$9.9K
0
-100%
减持
DHR
DANAHER CORP
-$9.7K
13
-76%
增持
TGT
TARGET CORP
-$9.7K
322
+1%
清仓
PRNDY
PERNOD RICARD S A SPON ADR
-$9.6K
0
-100%
清仓
MTB
M&T BANK CORP
-$9.2K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$8.9K
0
-100%
清仓
CI
CIGNA GROUP CL B
-$8.8K
0
-100%
清仓
EWC
ISHARES MSCI CANADA ETF
-$8.6K
0
-100%
增持
SNDR
SCHNEIDER NATL INC WI CL B
-$8.5K
1,349
+0%
增持
VFH
VANGUARD FINANCIALS ETF
+$8.5K
4,486
+0%
减持
—
UNITED STATES STEEL CORP
+$8.4K
1,259
-4%
增持
AGNC
AGNC INVESTMENT CORP
+$8.4K
12,047
+4%
清仓
HUM
HUMANA INC
-$8.4K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$8.3K
324
-10%
增持
VTV
VANGUARD VALUE ETF
+$7.7K
1,197
+2%
清仓
—
ROYALTY PHARMA PLC CL A
-$7.7K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$7.6K
0
-100%
建仓
USO
UNITED STATES OIL FUND LP ETF
+$7.4K
96
增持
DOW
DOW INC
-$7.3K
4,173
+9%
清仓
DCI
DONALDSON CO INC
-$7.1K
0
-100%
减持
COP
CONOCOPHILLIPS
+$7.1K
1,401
-1%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$7.1K
893
+0%
减持
LUV
SOUTHWEST AIRLINES CO
-$7.1K
283
-43%
减持
SYY
SYSCO CORP
-$7.0K
48
-65%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$7.0K
942
+0%
增持
J
JACOBS SOLUTIONS INC
-$6.7K
543
+0%
增持
SO
SOUTHERN COMPANY
+$6.7K
653
+1%
清仓
EIX
EDISON INTL
-$6.7K
0
-100%
增持
VIS
VANGUARD INDUSTRIALS ETF
-$6.7K
1,104
+0%
减持
GEV
GE VERNOVA LLC
-$6.6K
1
-95%
建仓
—
GOLDMAN SACHS GROUP INC MEDIUM TERM NOTE SURVIVOR OPTION
+$6.4K
6,000
减持
ABT
ABBOTT LABORATORIES
-$6.4K
52
-56%
建仓
VST
VISTRA CORP
+$6.3K
54
减持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$6.1K
1,562
-4%
清仓
SRE
SEMPRA
-$6.1K
0
-100%
减持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
-$6.0K
9,575
-2%
清仓
FQVLF
FIRST QUANTUM MINERALS LTD
-$6.0K
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC
+$5.8K
188
+840%
清仓
TRV
TRAVELERS COS INC
-$5.8K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$5.8K
4,579
+18%
