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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 10增持 81减持 53清仓 6

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

-$4.4M

40,254 +1%

减持

NVDA NVIDIA CORP

-$2.7M

191,834 -1%

减持

AAPL APPLE INC

-$2.3M

107,320 -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。

减持

GOOG ALPHABET INC CL C

-$2.2M

60,666 -3%

减持

SPTM STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF

-$2.1M

595,816 -0%

减持

AMZN AMAZON.COM INC

-$1.8M

81,087 -0%

增持

CRM SALESFORCE INC

-$948.7K

12,474 +1%

减持

V VISA INC CL A

-$903.9K

18,171 -0%

减持

JPM JPMORGAN CHASE & CO

-$736.1K

23,946 -1%

增持

META META PLATFORMS INC CL A

-$610.4K

7,417 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC CL B

-$608.8K

24,815 -0%

减持

ADBE ADOBE INC

-$566.4K

4,928 -2%

增持

COST COSTCO WHOLESALE CORP

+$521.0K

3,600 +1%

增持

VUG VANGUARD GROWTH ETF

+$457.8K

3,733 +55%

增持

VZ VERIZON COMMUNICATIONS INC

+$424.9K

42,611 +1%

减持

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF

+$380.5K

144,462 -2%

减持

CVX CHEVRON CORP

+$371.4K

6,949 -1%

增持

QQQ INVESCO QQQ ETF

-$349.3K

10,654 +1%

增持

TSLA TESLA INC

-$343.8K

4,669 +1%

减持

SYK STRYKER CORP

-$341.9K

14,323 -0%

增持

— ASML HOLDING NV

+$325.2K

1,108 +4%

减持

— EXXON MOBIL CORP

+$316.3K

6,606 -1%

增持

SPY STATE STREET SPDR S&P 500 ETF

+$299.2K

7,951 +11%

增持

DIS WALT DISNEY CO

-$286.8K

17,027 +0%

增持

NOC NORTHROP GRUMMAN CORP

+$270.6K

2,191 +2%

增持

NFLX NETFLIX INC

+$259.1K

54,095 +3%

减持

MA MASTERCARD INC CL A

-$239.5K

3,120 -1%

增持

LMT LOCKHEED MARTIN CORP

+$239.1K

1,653 +5%

增持

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF

+$233.7K

119,526 +2%

减持

PYPL PAYPAL HOLDINGS INC

-$228.2K

15,139 -3%

增持

WMT WALMART INC

+$209.5K

13,578 +2%

减持

C CITIGROUP INC

-$208.5K

36,155 -2%

增持

NEE NEXTERA ENERGY INC

+$199.9K

7,131 +24%

增持

MU MICRON TECHNOLOGY INC

+$195.7K

2,971 +5%

减持

HON HONEYWELL INTL INC

+$192.6K

7,219 -2%

减持

UNH UNITEDHEALTH GROUP INC

-$171.9K

1,534 -14%

减持

KO COCA-COLA COMPANY

+$163.9K

29,832 -1%

减持

MRVL MARVELL TECHNOLOGY INC

+$154.4K

33,561 -10%

减持

MMM 3M COMPANY

-$153.8K

2,874 -19%

增持

VXUS VANGUARD TOTAL INTL STOCK INDEX ETF

+$153.3K

2,545 +347%

增持

VOO VANGUARD S&P 500 INDEX ETF

+$150.0K

870 +47%

减持

BP BP PLC SPON ADR

+$147.3K

12,827 -2%

减持

NKE NIKE INC CL B

-$132.7K

10,629 -2%

增持

VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF

-$131.8K

320,635 +1%

增持

RTX RTX CORP

+$130.4K

11,701 +1%

减持

LRCX LAM RESEARCH CORP

+$126.2K

2,981 -0%

减持

GOOGL ALPHABET INC CL A

-$115.6K

4,143 -1%

减持

TXN TEXAS INSTRUMENTS INC

+$110.9K

6,176 -2%

增持

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR

+$93.4K

2,151 +3%

减持

JNJ JOHNSON & JOHNSON

+$92.2K

3,225 -4%

减持

VLO VALERO ENERGY CORP

+$90.9K

1,103 -1%

增持

ITA ISHARES U S AEROSPACE & DEFENSE ETF

+$88.8K

1,310 +42%

增持

CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF

-$86.8K

779,954 +1%

增持

WEC WEC ENERGY GROUP INC

+$85.1K

7,791 +1%

减持

LNG CHENIERE ENERGY INC

+$82.7K

1,038 -5%

增持

— MEDTRONIC PLC

-$80.7K

8,973 +0%

减持

ROP ROPER TECHNOLOGIES INC

-$79.6K

755 -3%

减持

— LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

+$75.9K

2,145 -4%

增持

SMH VANECK SEMICONDUCTOR ETF

+$71.9K

2,951 +0%

减持

SHV ISHARES 0-1 YEAR TREASURY BOND ETF

-$71.9K

107,026 -1%

减持

DOW DOW INC

+$71.4K

4,020 -2%

减持

BIL STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF

-$68.0K

244,901 -1%

增持

LNT ALLIANT ENERGY CORP

+$66.6K

1,010 +1010%

增持

T AT&T INC

+$66.5K

15,368 +1%

增持

AGGY WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF

+$60.4K

20,162 +9%

增持

PFE PFIZER INC

+$59.9K

17,211 +1%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$57.6K

8,006 +16%

增持

VFH VANGUARD FINANCIALS ETF

-$55.0K

4,485 +0%

减持

COP CONOCOPHILLIPS

+$51.6K

1,407 -2%

减持

IAU ISHARES GOLD TRUST ETF

+$49.7K

8,275 -1%

减持

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF

+$49.7K

3,109 -1%

增持

VGSH VANGUARD SHORT TERM TREASURY ETF

-$48.4K

499,633 +0%

增持

PG PROCTER & GAMBLE CO

+$45.9K

7,940 +3%

清仓

J JACOBS SOLUTIONS INC

-$45.7K

0 -100%

增持

MPC MARATHON PETROLEUM CORP

+$45.4K

554 +0%

增持

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF

+$45.0K

74,093 +3%

增持

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

+$44.3K

80,717 +3%

增持

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

+$38.1K

2,941 +36%

增持

AMD ADVANCED MICRO DEVICES INC

+$38.0K

5,360 +9%

增持

WFC WELLS FARGO & CO

-$36.9K

2,811 +1%

减持

F FORD MOTOR CO

-$34.7K

18,017 -3%

建仓

MGC VANGUARD MEGA CAP INDEX ETF

+$34.1K

144

增持

VAW VANGUARD MATERIALS ETF

+$33.7K

1,816 +0%

增持

EOG EOG RESOURCES INC

+$33.5K

827 +1%

增持

OSK ORACLE CORP

-$33.4K

756 +2%

减持

VHT VANGUARD HEALTH CARE ETF

-$30.8K

1,942 -0%

增持

SLV ISHARES SILVER TRUST

+$30.4K

4,588 +5%

减持

SBUX STARBUCKS CORP

+$29.9K

9,614 -3%

建仓

TCPB THRIVENT CORE PLUS BOND ETF

+$27.4K

541

建仓

AVEM AVANTIS EMERGING MARKETS EQUITY ETF

+$25.6K

318

减持

EBAY EBAY INC

+$24.3K

17,679 -3%

减持

— JOHNSON CONTROLS INTL PLC

-$23.7K

198 -52%

减持

SHY ISHARES 1-3 YR TREASURY BOND ETF

-$23.5K

41,453 -0%

增持

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-$21.5K

1,963 +0%

增持

CEG CONSTELLATION ENERGY CORP

-$21.0K

286 +0%

增持

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF

+$19.8K

25,829 +4%

增持

VTV VANGUARD VALUE ETF

+$19.8K

1,378 +5%

减持

FCX FREEPORT MCMORAN INC

+$19.5K

2,716 -2%

增持

QCOM QUALCOMM INC

-$19.5K

474 +1%

增持

IMO IMPERIAL OIL LTD

+$19.3K

428 +1%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$18.1K

7,724 +4%

增持

VRT VERTIV HOLDINGS LLC CL A

+$17.2K

188 +2%

清仓

EXAS EXACT SCIENCES CORP

-$17.2K

0 -100%

增持

VIS VANGUARD INDUSTRIALS ETF

+$16.3K

1,116 +0%

建仓

IWLG NYLI WINSLOW LARGE CAP GROWTH ETF

+$15.9K

334

减持

KHC KRAFT HEINZ CO

-$15.8K

2,120 -19%

增持

NLR VANECK URANIUM & NUCLEAR ENERGY ETF

+$15.8K

815 +9%

减持

CAT CATERPILLAR INC

+$15.8K

226 -10%

建仓

IPAC ISHARES CORE MSCI PAC ETF

+$14.5K

190

增持

NIC NICOLET BANKSHARES INC

+$14.2K

514 +0%

建仓

VT VANGUARD TOTAL WORLD STOCK ETF

+$14.1K

102

增持

BOTZ GLOBAL X ROBOTICS A I ETF

-$14.1K

4,930 +0%

增持

Q QNITY ELECTRONICS INC

+$13.6K

403 +0%

建仓

TSME THRIVENT SMALL MID CAP EQUITY ETF

+$13.6K

327

增持

PEP PEPSICO INC

+$12.0K

862 +2%

增持

PLTR PALANTIR TECHNOLOGIES INC CL A

-$11.7K

506 +5%

建仓

XTEN BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF

+$11.5K

251

建仓

XTWY BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF

+$11.5K

306

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$11.3K

2,142 +0%

增持

WM WASTE MANAGEMENT INC DEL

+$11.3K

1,080 +0%

减持

ABBV ABBVIE INC

-$11.1K

687 -2%

增持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$11.0K

47 +62%

清仓

— UBS GROUP AG

-$10.8K

0 -100%

清仓

— CYBER ARK SOFTWARE LTD

-$10.7K

0 -100%

清仓

AMTM AMENTUM HOLDINGS INC

-$10.6K

0 -100%

减持

KMB KIMBERLY CLARK CORP

-$10.5K

1,718 -2%

增持

BAC BANK OF AMERICA CORP

-$10.3K

1,732 +1%

增持

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-$10.0K

1,928 +0%

增持

SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS

+$9.7K

485 +1%

清仓

PRU PRUDENTIAL FINANCIAL INC

-$9.7K

0 -100%

增持

IONQ IONQ INC

+$9.6K

524 +330%

增持

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

+$9.5K

25,667 +2%

减持

HBAN HUNTINGTON BANCSHARES INC

-$9.2K

4,026 -3%

建仓

UBER UBER TECHNOLOGIES INC

+$9.0K

125

增持

— EATON CORP PLC

+$8.6K

215 +0%

增持

SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF

+$7.9K

10,122 +3%

增持

ACVF AMERICAN CONSERVATIVE VALUES ETF

-$7.5K

4,363 +0%

增持

KMI KINDER MORGAN INC DE

+$7.4K

1,170 +1%

减持

SPEM STATE STREET SPDR S&P EMERGING MARKETS ETF

-$7.2K

73,446 -0%

减持

IEO ISHARES U S OIL & GAS EXPLORATION & PROD ETF

+$7.1K

370 -16%

增持

MAIN MAIN STREET CAPITAL CORP

-$6.9K

1,070 +2%

增持

DIA STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF

-$6.3K

392 +0%

增持

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-$6.2K

962 +0%

减持

BUD ANHEUSER BUSCH INBEV SA/NV

-$6.2K

53 -66%

增持

WPC W P CAREY INC

+$6.1K

1,362 +1%

减持

MO ALTRIA GROUP INC

+$6.0K

1,988 -8%

增持

BKR BAKER HUGHES CO

+$6.0K

385 +0%

增持

VDE VANGUARD ENERGY ETF

+$6.0K

126 +1%

增持

HOG HARLEY DAVIDSON INC

+$5.9K

426 +216%

增持

DMLP DORCHESTER MINERALS LTD PARTNERSHIP

+$5.8K

1,086 +3%