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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 112
减持 30
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
+$5.7M
208,459
-1%
减持
AAPL
APPLE INC
+$5.4M
112,110
-1%
增持
GOOG
ALPHABET INC CL C
+$4.3M
64,492
+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
ORCL
ONTO INNOVATION INC
+$4.1M
32,227
+17320%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$3.7M
585,419
+1%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF
+$1.2M
79,752
+18%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+$929.0K
309,038
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$835.5K
148,630
+1%
减持
MSFT
MICROSOFT CORP
+$716.2K
40,670
-1%
增持
TSLA
TESLA INC
+$713.8K
4,933
+6%
增持
JPM
JPMORGAN CHASE & CO
+$709.9K
24,485
+1%
增持
NFLX
NETFLIX INC
-$667.1K
5,273
+1%
减持
C
CITIGROUP INC
+$610.8K
37,358
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$558.5K
24,990
+1%
增持
QQQ
INVESCO QQQ ETF
+$547.6K
10,348
+1%
减持
CRM
SALESFORCE INC
-$462.5K
12,892
-0%
增持
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
+$364.8K
751,108
+1%
增持
SYK
STRYKER CORP
-$335.1K
14,530
+1%
减持
SPY
SPDR S&P 500 ETF
+$320.8K
7,127
-1%
增持
SPEM
SPDR EMERGING MARKETS ETF
+$317.7K
71,002
+1%
增持
EBAY
EBAY INC
+$317.1K
18,788
+1%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$290.7K
1,029
+17%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$288.9K
108,995
-2%
减持
GOOGL
ALPHABET INC CL A
+$255.8K
4,221
-3%
减持
RTX
RTX CORP
+$250.3K
11,786
-0%
增持
NOC
NORTHROP GRUMMAN CORP
+$248.7K
2,095
+2%
增持
V
VISA INC CL A
-$237.8K
18,721
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$235.9K
10,375
-0%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$217.6K
240,214
+1%
减持
ADBE
ADOBE INC
-$207.6K
6,055
-0%
增持
SPAB
SPDR AGGREGATE BOND ETF
+$205.8K
75,610
+11%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
+$203.4K
67,842
+9%
增持
VUG
VANGUARD GROWTH ETF
+$198.2K
2,327
+11%
增持
AVGO
BROADCOM INC
+$197.1K
1,393
+46%
减持
MRVL
MARVELL TECHNOLOGY INC
+$193.4K
42,668
-3%
增持
MU
MICRON TECHNOLOGY INC
+$188.6K
2,587
+31%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$178.3K
2,934
+5%
减持
DIS
WALT DISNEY CO
-$178.1K
17,729
-0%
增持
WMT
WALMART INC
+$166.6K
13,352
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$158.3K
4,900
+10%
增持
TXN
TEXAS INSTRUMENTS INC
-$154.9K
7,303
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$150.6K
40,953
+7%
增持
OSK
ORACLE CORP
+$142.5K
569
+269%
增持
JNJ
JOHNSON & JOHNSON
+$137.0K
3,516
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$135.7K
1,730
+17%
增持
LMT
LOCKHEED MARTIN CORP
+$134.7K
1,546
+12%
增持
CVX
CHEVRON CORP
+$134.4K
7,009
+5%
增持
HON
HONEYWELL INTL INC
-$128.4K
7,403
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$127.9K
2,091
+4%
增持
LRCX
LAM RESEARCH CORP
+$122.0K
3,329
+0%
减持
PYPL
PAYPAL HOLDINGS INC
-$120.8K
16,572
-0%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF
+$103.8K
16,157
+12%
增持
AGGY
WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF
+$101.1K
18,232
+13%
增持
KO
COCA-COLA COMPANY
-$99.5K
30,345
+2%
增持
WEC
WEC ENERGY GROUP INC
+$86.5K
7,685
+1%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$84.8K
485,897
+0%
减持
GLD
SPDR GOLD TRUST GOLD SHARES
+$84.6K
2,273
-4%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$79.8K
2,120
+174%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$76.9K
6,922
+24%
增持
—
MEDTRONIC PLC
+$76.5K
9,362
+0%
增持
COST
COSTCO WHOLESALE CORP
-$73.4K
3,408
+5%
减持
—
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
-$66.3K
2,415
-24%
增持
SBUX
STARBUCKS CORP
-$66.1K
11,004
+1%
增持
BP
BP PLC SPON ADR
+$65.7K
13,190
+2%
增持
AGNC
AGNC INVESTMENT CORP
+$64.3K
18,342
+46%
增持
META
META PLATFORMS INC CL A
+$60.1K
7,359
+2%
减持
DE
DEERE & CO
-$57.2K
871
-3%
增持
T
AT&T INC
+$53.7K
15,363
+17%
减持
XEL
XCEL ENERGY INC
-$50.8K
395
-67%
增持
ROP
ROPER TECHNOLOGIES INC
-$48.0K
913
+3%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF
+$45.8K
24,363
+4%
增持
SLV
ISHARES SILVER TRUST
+$45.5K
4,139
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$44.3K
482
+51%
减持
AMZN
AMAZON.COM INC
-$43.0K
82,176
-0%
增持
—
EXXON MOBIL CORP
+$37.8K
6,749
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$37.0K
2,104
+8%
增持
TDG
TRANSDIGM GROUP INC
+$36.6K
52
+148%
增持
PFE
PFIZER INC
+$36.5K
18,080
+3%
增持
ABBV
ABBVIE INC
+$33.0K
699
+1%
增持
OXY
OSHKOSH CORP
+$31.6K
2,350
+7%
减持
NEE
NEXTERA ENERGY INC
+$29.5K
5,067
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF
+$28.5K
755
+15%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
+$28.3K
980
+0%
增持
MO
ALTRIA GROUP INC
+$28.2K
2,318
+9%
增持
VOO
VANGUARD S&P 500 INDEX ETF
+$25.4K
555
+0%
增持
VHT
VANGUARD HEALTH CARE ETF
+$23.9K
1,943
+0%
增持
F
FORD MOTOR CO
+$23.2K
19,071
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$22.4K
28
减持
VLO
VALERO ENERGY CORP
+$20.5K
1,107
-12%
减持
MA
MASTERCARD INC CL A
+$20.3K
3,219
-0%
减持
WM
WASTE MANAGEMENT INC DEL
-$19.7K
1,077
-4%
增持
VFH
VANGUARD FINANCIALS ETF
+$19.6K
4,517
+0%
增持
VAW
VANGUARD MATERIALS ETF
+$19.4K
1,802
+0%
增持
ITA
ISHARES U S AEROSPACE & DEFENSE ETF
+$19.1K
897
+0%
增持
CSCO
CISCO SYSTEMS INC
+$19.0K
1,618
+22%
增持
VIS
VANGUARD INDUSTRIALS ETF
+$18.8K
1,110
+0%
减持
UMBF
UMB FINANCIAL CORP
-$16.9K
66
-72%
减持
DOW
DOW INC
-$16.8K
4,192
-2%
减持
TGT
TARGET CORP
-$16.6K
217
-41%
增持
SPDW
SPDR DEVELOPED WORLD EX-US ETF
+$16.3K
4,067
+4%
增持
MPC
MARATHON PETROLEUM CORP
+$14.9K
552
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$14.8K
149
+96%
增持
BOTZ
GLOBAL X ROBOTICS A I ETF
+$14.0K
4,909
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$13.5K
503
+0%
增持
VTV
VANGUARD VALUE ETF
+$13.4K
1,305
+0%
增持
NKE
NIKE INC CL B
-$13.1K
13,642
+0%
增持
VCSH
VANGUARD SHORT TERM CORP BOND ETF
+$12.1K
10,328
+1%
建仓
MP
MP MATERIALS CORP
+$12.1K
180
增持
WFC
WELLS FARGO & CO
+$11.4K
2,784
+1%
增持
FCX
FREEPORT MCMORAN INC
-$10.9K
2,750
+0%
增持
MMM
3M COMPANY
+$10.6K
3,567
+0%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$10.5K
176
增持
INTC
INTEL CORP
+$10.5K
753
+14%
建仓
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$10.4K
192
减持
XME
SPDR SERIES TRUST S&P METALS & MINING ETF
+$10.0K
434
-4%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$9.8K
956
+0%
增持
ACVF
AMERICAN CONSERVATIVE VALUES ETF
+$9.6K
4,352
+0%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$9.5K
391
+0%
建仓
WBD
WARNER BROS DISCOVERY INC SER A
+$9.3K
475
增持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$9.2K
137
+1%
增持
PEP
PEPSICO INC
+$9.1K
864
+2%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$8.8K
944
+0%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$8.3K
1,588
+1%
减持
SO
SOUTHERN COMPANY
-$8.2K
551
-16%
增持
WPC
W P CAREY INC
+$8.0K
1,326
+1%
增持
LNG
CHENIERE ENERGY INC
+$8.0K
1,088
+7%
增持
KMB
KIMBERLY CLARK CORP
-$7.8K
1,733
+0%
增持
—
DUPONT DE NEMOURS INC
+$7.8K
805
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$7.8K
1,629
+0%
增持
COP
CONOCOPHILLIPS
+$7.7K
1,422
+1%
增持
BAC
BANK OF AMERICA CORP
+$7.7K
1,714
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$7.2K
2,786
+0%
减持
DUK
DUKE ENERGY CORP
-$7.2K
248
-23%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$6.7K
24,932
+1%
增持
J
JACOBS SOLUTIONS INC
+$6.4K
344
+0%
增持
PM
PHILIP MORRIS INTL INC
-$6.1K
330
+1%
增持
PG
PROCTER & GAMBLE CO
+$5.9K
7,664
+4%
增持
NIC
NICOLET BANKSHARES INC
+$5.8K
512
+0%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$5.5K
943
+0%
增持
LUV
SOUTHWEST AIRLINES CO
+$5.5K
782
+31%
增持
MAIN
MAIN STREET CAPITAL CORP
+$5.5K
1,035
+1%
建仓
UUUU
ENERGY FUELS INC
+$5.4K
355
增持
EOG
EOG RESOURCES INC
-$5.4K
813
+1%
建仓
USAR
USA RARE EARTH INC
+$5.3K
310
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$5.2K
0
-100%
增持
AA
ALCOA CORP
+$5.1K
273
+107%
增持
IMO
IMPERIAL OIL LTD
+$5.0K
423
+1%
增持
SHAG
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
+$4.7K
9,757
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.6K
1,459
-0%
增持
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
+$4.6K
415
+0%
