13FBOX
Winter & Associates, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Winter & Associates, Inc.

No.8539 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.33亿
环比变动 Q1 2026
+$1,886.5万+16.5%
持仓股票数
85
新买入
15
加仓
26
减仓
29
清仓
14
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
13.53%8.79%$1,800.1万35.6万股$1,004.4万19.8万股+15.7万股+79.19%加仓
PPacer基金信托COWZ
6.11%5.7%$813.6万13.1万股$651.1万10.4万股+2.7万股+25.69%加仓
DDimensional维度ETF信托DFIV
5.82%4.08%$774.4万14.3万股$465.6万8.7万股+5.6万股+64.59%加仓
I景顺交易所交易基金IISPHB
5.76%2.97%$767.1万4.9万股$339.3万2.9万股+2.0万股+70.88%加仓
V先锋领航指数基金VB
4.9%2.94%$652.8万2.2万股$335.3万1.3万股+8,905股+70.51%加仓
IiShares安硕信托IWL
4.8%2.86%$638.3万3.5万股$326.6万2.0万股+1.4万股+71.91%加仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
4.54%2.94%$604.5万12.5万股$335.5万7.0万股+5.5万股+77.67%加仓
苹果AAPL
4.13%4.34%$549.2万1.9万股$495.4万1.9万股-157股-0.82%减仓
I景顺QQQ信托VOO
3.59%3.06%$478.3万6,496股$349.6万5,941股+555股+9.34%加仓
V先锋领航STAR基金VXUS
3.12%5.44%$415.6万4.9万股$621.2万8.0万股-3.1万股-38.98%减仓
IiShares安硕信托REZ
2.83%1.63%$376.9万4.0万股$186.7万2.2万股+1.8万股+80.64%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
2.76%4.95%$367.7万5,228股$565.8万9,050股-3,822股-42.23%减仓
英伟达NVDA
2.65%2.9%$352.2万1.8万股$331.5万1.9万股-1,058股-5.67%减仓
V先锋领航·FSTEVWO
2.6%1.71%$345.5万5.8万股$195.7万3.6万股+2.2万股+59.74%加仓
IiShares安硕信托STIP
2.37%1.56%$315.7万3.1万股$178.6万1.7万股+1.4万股+78.79%加仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
2.34%4.66%$311.0万8.2万股$532.2万16.2万股-8.0万股-49.41%减仓
WWisdomTree信托DGRW
1.7%3.53%$226.1万2.4万股$402.7万4.6万股-2.2万股-48.07%减仓
IiShares安硕信托IGIB
1.69%1.33%$225.0万4.2万股$151.6万2.9万股+1.4万股+48.24%加仓
G通用动力VTI
1.59%1.68%$211.8万5,723股$191.5万5,888股-165股-2.80%减仓
UUNITED STS COMMODITY INDEX FUSCI
1.42%1.06%$188.8万2.0万股$121.2万1.3万股+7,832股+62.43%加仓
特斯拉TSLA
1.34%1.31%$177.7万4,225股$149.1万4,225股00.00%持仓不变
3M COMMMM
0.97%1.01%$128.8万7,952股$114.9万7,952股00.00%持仓不变
亚马逊AMZN
0.82%0.85%$109.7万4,603股$97.4万4,577股+26股+0.57%加仓
IiShares安硕信托ITOT
0.78%0.98%$103.7万6,311股$112.0万7,759股-1,448股-18.66%减仓
V先锋领航全球基金ESGV
0.75%0.24%$99.6万7,532股$27.4万2,403股+5,129股+213.44%加仓
IiShares安硕信托EEM
0.71%1.4%$94.3万1.4万股$159.4万2.8万股-1.4万股-50.60%减仓
谷歌AGOOGL
0.56%0.54%$73.9万2,069股$62.1万2,069股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.55%1.9%$72.8万9,209股$217.1万2.7万股-1.8万股-66.48%减仓
泛林集团LRCX
0.49%0.3%$65.7万1,516股$34.6万1,566股-50股-3.19%减仓
V先锋领航斯科茨代尔基金VGSH
0.49%0.75%$64.8万1.1万股$86.2万1.5万股-3,642股-24.65%减仓
微软MSFT
0.49%0.55%$64.7万1,734股$63.2万1,694股+40股+2.36%加仓
IIBMIBM
0.48%0.49%$63.5万2,257股$55.6万2,255股+2股+0.09%加仓
AAlphabet Inc Class CGOOG
0.47%0.46%$62.2万1,761股$52.1万1,749股+12股+0.69%加仓
伯克希尔哈撒韦BRK.B
0.45%0.48%$59.9万1,198股$55.0万1,154股+44股+3.81%加仓
I景顺交易所交易基金IISPHD
0.42%1.38%$56.1万1.1万股$157.4万3.2万股-2.1万股-65.09%减仓
直觉外科ISRG
0.4%0.54%$53.8万1,354股$61.3万1,354股00.00%持仓不变
台积电TSM
0.4%0.33%$53.2万1,113股$37.7万1,102股+11股+1.00%加仓
IINVESCO S&P SMALLCAP LOWVOLATILITY ETFPSCC
0.37%0.53%$48.6万1.4万股$60.8万1.9万股-5,446股-28.33%减仓
SSTERLING INFRASTRUCTURESTRL
0.36%0.2%$48.3万575股$22.6万575股00.00%持仓不变
美光科技MU
0.35%$46.3万401股$00股+401股新买入
FIFTH THIRD BANCORP COMFITB
0.33%0.26%$44.4万7,940股$30.2万6,317股+1,623股+25.69%加仓
Meta平台META
0.33%0.39%$43.3万769股$44.1万769股00.00%持仓不变
礼来LLY
0.32%0.29%$43.1万360股$33.6万362股-2股-0.55%减仓
联合健康UNH
0.32%0.26%$43.1万1,037股$29.1万1,036股+1股+0.10%加仓
沃尔玛WMT
0.32%0.41%$42.1万3,718股$47.1万3,717股+1股+0.03%加仓
康宁GLW
0.31%0.2%$41.4万1,619股$22.8万1,557股+62股+3.98%加仓
摩根大通JPM
0.31%0.32%$40.8万1,245股$36.8万1,245股00.00%持仓不变
IiShares安硕IEMG
0.31%0.6%$40.6万4,901股$68.3万9,737股-4,836股-49.67%减仓
S嘉信策略信托SCHD
0.3%0.36%$40.1万1.3万股$40.8万1.3万股-672股-5.05%减仓
V先锋领航指数基金VOO
0.29%0.46%$39.1万570股$52.8万872股-302股-34.63%减仓

🧭 机构资金流板块热力图

净流出 净流入