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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 93
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
+$10.1M
209,805
-1%
减持
MSFT
MICROSOFT CORP
+$4.7M
40,910
-2%
减持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$3.8M
581,248
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。
-1%
减持
AAPL
APPLE INC
-$2.5M
112,963
-2%
减持
AMZN
AMAZON.COM INC
+$2.1M
82,440
-2%
减持
NFLX
NETFLIX INC
+$2.0M
5,219
-3%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF
+$1.9M
67,689
+39%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$1.5M
24,713
-2%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.4M
237,894
-6%
减持
GOOG
ALPHABET INC CL C
+$1.3M
64,089
-1%
减持
META
META PLATFORMS INC CL A
+$1.1M
7,240
-1%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
24,192
-0%
增持
QQQ
INVESCO QQQ ETF
+$1.0M
10,269
+4%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$791.3K
302,270
+2%
增持
SPY
SPDR S&P 500 ETF
+$688.9K
7,165
+7%
减持
MRVL
MARVELL TECHNOLOGY INC
+$638.7K
43,847
-2%
增持
C
CITIGROUP INC
+$544.0K
37,372
+1%
增持
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
+$470.5K
741,436
+1%
减持
DIS
WALT DISNEY CO
+$392.8K
17,805
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$310.1K
10,426
+0%
增持
VOO
VANGUARD S&P 500 INDEX ETF
+$308.3K
554
+4517%
减持
SYK
STRYKER CORP
+$289.5K
14,424
-1%
增持
SPEM
SPDR EMERGING MARKETS ETF
+$286.0K
70,331
+2%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$250.6K
111,680
-2%
增持
VUG
VANGUARD GROWTH ETF
+$211.6K
2,094
+10%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$209.7K
147,804
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$207.0K
4,471
+7%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$194.5K
2,794
+1%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$157.3K
3,312
+5711%
增持
SPDW
SPDR DEVELOPED WORLD EX-US ETF
+$155.5K
3,895
+6285%
减持
TXN
TEXAS INSTRUMENTS INC
+$152.0K
7,208
-4%
增持
CVX
CHEVRON CORP
-$134.1K
6,663
+2%
减持
COST
COSTCO WHOLESALE CORP
+$133.5K
3,260
-0%
增持
WMT
WALMART INC
+$129.8K
12,369
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$129.2K
2,014
+2%
增持
KLAC
KLA CORP
+$127.8K
592
+0%
减持
RTX
RTX CORP
+$123.8K
11,792
-2%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$122.9K
880
+0%
减持
HON
HONEYWELL INTL INC
+$119.3K
7,243
-2%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$119.0K
485,033
+0%
减持
SBUX
STARBUCKS CORP
-$118.9K
10,881
-4%
减持
EBAY
EBAY INC
+$118.1K
18,691
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$107.5K
1,480
+119%
增持
AVGO
BROADCOM INC
+$105.4K
952
+2%
减持
PYPL
PAYPAL HOLDINGS INC
+$105.4K
16,579
-4%
增持
GOOGL
ALPHABET INC CL A
+$98.1K
4,371
+1%
增持
CAT
CATERPILLAR INC
+$95.1K
267
+927%
减持
PG
PROCTER & GAMBLE CO
-$90.5K
7,355
-1%
增持
MU
MICRON TECHNOLOGY INC
+$85.1K
1,982
+8%
增持
LRCX
LAM RESEARCH CORP
+$83.2K
3,326
+1%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
-$82.8K
62,412
-5%
减持
SPAB
SPDR AGGREGATE BOND ETF
-$75.4K
68,310
-4%
减持
KO
COCA-COLA COMPANY
-$66.5K
29,852
-2%
增持
—
EXXON MOBIL CORP
-$65.6K
6,708
+1%
减持
NKE
NIKE INC CL B
+$64.3K
13,575
-4%
增持
MA
MASTERCARD INC CL A
+$57.7K
3,223
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$53.8K
887
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$53.4K
38,117
+2%
清仓
—
UNITED STATES STEEL CORP
-$53.2K
0
-100%
减持
V
VISA INC CL A
-$52.9K
18,670
-2%
减持
AGGY
WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF
-$50.7K
16,181
-7%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$49.4K
3,537
-1%
减持
PFE
PFIZER INC
-$48.5K
17,501
-6%
减持
—
MEDTRONIC PLC
-$47.1K
9,351
-3%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
+$46.0K
979
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF
+$45.8K
656
+44%
增持
BP
BP PLC SPON ADR
-$45.7K
12,991
+1%
增持
JNJ
JOHNSON & JOHNSON
-$42.8K
3,371
+0%
减持
ADBE
ADOBE INC
-$42.1K
6,058
-3%
增持
VFH
VANGUARD FINANCIALS ETF
+$37.2K
4,503
+0%
增持
VIS
VANGUARD INDUSTRIALS ETF
+$36.7K
1,107
+0%
增持
DE
DEERE & CO
+$36.5K
896
+0%
减持
VHT
VANGUARD HEALTH CARE ETF
-$36.1K
1,934
-1%
增持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
-$34.9K
3,192
+2%
增持
DOW
DOW INC
-$32.8K
4,266
+2%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$31.9K
894
+0%
减持
NOC
NORTHROP GRUMMAN CORP
-$30.0K
2,056
-0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$29.7K
1,947
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$29.6K
1,375
+1%
增持
WEC
WEC ENERGY GROUP INC
-$29.6K
7,621
+1%
建仓
DMLP
DORCHESTER MINERALS LTD PARTNERSHIP
+$27.9K
1,000
减持
PEP
PEPSICO INC
-$25.4K
850
-7%
减持
GLD
SPDR GOLD TRUST GOLD SHARES
+$25.2K
2,373
-2%
增持
MCD
MCDONALDS CORP
-$24.6K
1,258
+0%
增持
WFC
WELLS FARGO & CO
+$24.0K
2,770
+1%
增持
VTV
VANGUARD VALUE ETF
+$23.3K
1,302
+9%
增持
NEE
NEXTERA ENERGY INC
+$23.1K
5,085
+9%
增持
VLO
VALERO ENERGY CORP
+$22.4K
1,251
+13%
增持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
+$22.4K
41,713
+0%
增持
SLV
ISHARES SILVER TRUST
+$22.0K
3,957
+14%
增持
KMB
KIMBERLY CLARK CORP
-$21.4K
1,732
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$20.8K
320
+19%
减持
J
JACOBS SOLUTIONS INC
-$20.6K
343
-37%
增持
COP
CONOCOPHILLIPS
-$20.4K
1,412
+1%
增持
ACVF
AMERICAN CONSERVATIVE VALUES ETF
+$19.1K
4,346
+0%
增持
—
EATON CORP PLC
+$18.3K
213
+0%
增持
F
FORD MOTOR CO
+$17.7K
18,879
+1%
增持
SMR
NUSCALE POWER CORP
+$17.1K
550
+68%
增持
CLF
CLEVELAND CLIFFS INC
+$16.5K
4,070
+131%
增持
OXY
OCCIDENTAL PETROLEUM CORP
-$16.1K
2,195
+0%
增持
LEU
CENTRUS ENERGY CORP CL A
+$15.5K
106
+68%
增持
FCX
FREEPORT MCMORAN INC
+$15.4K
2,740
+0%
增持
ABBV
ABBVIE INC
-$15.4K
694
+1%
增持
ORCL
ORACLE CORP
+$14.6K
185
+1%
增持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
+$14.6K
10,232
+1%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$14.3K
14,481
+1%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$14.2K
943
+0%
增持
LNG
CHENIERE ENERGY INC
+$12.6K
1,017
+0%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
-$12.4K
1,575
+1%
清仓
SCHF
SCHWAB INTL EQUITY ETF
-$12.0K
0
-100%
增持
TMUS
T-MOBILE US INC
-$11.8K
427
+0%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$11.7K
953
+0%
减持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
-$11.6K
23,317
-3%
增持
MPC
MARATHON PETROLEUM CORP
+$11.5K
550
+0%
增持
KHC
KRAFT HEINZ CO
-$11.3K
2,732
+2%
增持
T
AT&T INC
+$11.3K
13,134
+1%
增持
—
SPOTIFY TECHNOLOGY SA
+$11.1K
31
+35%
减持
CRM
SALESFORCE INC
+$11.0K
12,901
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$10.8K
2,784
+0%
增持
CSCO
CISCO SYSTEMS INC
+$10.7K
1,321
+1%
增持
ASH
ASHLAND INC
-$10.0K
1,137
+0%
清仓
HLN
HALEON PLC ADR
-$10.0K
0
-100%
增持
LUV
SOUTHWEST AIRLINES CO
+$9.9K
599
+112%
增持
BAC
BANK OF AMERICA CORP
+$9.9K
1,706
+1%
增持
DAL
DELTA AIRLINES INC
+$9.2K
233
+357%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$8.8K
4,626
+1%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$8.6K
24,728
+1%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$8.5K
502
+0%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$8.5K
390
+0%
建仓
EWSB
EWSB BANCORP INC
+$8.4K
1,000
增持
PM
PHILIP MORRIS INTL INC
+$8.1K
327
+1%
增持
TPR
TAPESTRY INC
+$7.8K
170
+68%
增持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
+$7.7K
9,681
+1%
增持
NIC
NICOLET BANKSHARES INC
+$7.6K
511
+0%
减持
EOG
EOG RESOURCES INC
-$7.5K
807
-0%
清仓
USO
UNITED STATES OIL FUND LP ETF
-$7.4K
0
-100%
减持
HD
HOME DEPOT INC
-$7.4K
78
-21%
减持
VO
VANGUARD MID CAP ETF
-$7.0K
198
-18%
减持
FIS
FIDELITY NATIONAL INFORMATION SERVICES INC
+$6.9K
1,461
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$6.9K
1,628
+0%
增持
—
TOPBUILD CORP
+$6.8K
100
+19%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC
-$6.7K
572
-7%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$6.7K
940
+0%
清仓
—
GOLDMAN SACHS GROUP INC MEDIUM TERM NOTE SURVIVOR OPTION
-$6.4K
0
-100%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$6.2K
0
-100%
减持
VAW
VANGUARD MATERIALS ETF
+$6.0K
1,795
-1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$5.9K
4,044
+0%
清仓
SNY
SANOFI SPON ADR
-$5.7K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
+$5.5K
413
+0%
增持
XLV
HEALTHCARE SELECT SECTOR SPDR ETF
-$5.5K
510
+0%
