13FBOX
Winch Advisory Services, LLC · 13F 持仓分析
期权收益计算器 机构排行

Winch Advisory Services, LLC

No.4362 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.77亿
环比变动 Q1 2026
+$3,919.6万+8.9%
持仓股票数
553
新买入
53
加仓
223
减仓
51
清仓
16
持股不变
226
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
SSPDR道富系列信托SPTM
11.36%10.75%$5,421.6万59.7万股$4,710.5万59.6万股+1,342股+0.23%加仓
英伟达NVDA
7.84%7.64%$3,739.4万18.7万股$3,345.6万19.2万股-4,948股-2.58%减仓
苹果AAPL
6.39%6.22%$3,051.2万10.5万股$2,723.7万10.7万股-1,874股-1.75%减仓
V先锋领航斯科茨代尔基金VGSH
6.16%6.68%$2,941.0万50.5万股$2,924.9万50.0万股+5,697股+1.14%加仓
V先锋领航斯科茨代尔基金VCIT
5.65%6.06%$2,697.1万32.6万股$2,653.3万32.1万股+5,689股+1.77%加仓
SSPDR道富系列信托BIL
4.69%5.12%$2,239.7万24.4万股$2,244.3万24.5万股-503股-0.21%减仓
C资本集团固定收益ETF信托CGMS
4.53%4.85%$2,162.3万79.1万股$2,123.8万78.0万股+1.1万股+1.44%加仓
AAlphabet Inc Class CGOOG
4.35%3.97%$2,077.9万5.9万股$1,740.3万6.1万股-1,857股-3.06%减仓
亚马逊AMZN
3.96%3.86%$1,890.7万7.9万股$1,688.8万8.1万股-1,757股-2.17%减仓
微软MSFT
3.2%3.4%$1,528.5万4.1万股$1,490.1万4.0万股+722股+1.79%加仓
伯克希尔哈撒韦BRK.B
2.59%2.71%$1,237.5万2.5万股$1,189.1万2.5万股-84股-0.34%减仓
G高盛ETF信托GBIL
2.48%2.73%$1,185.8万11.8万股$1,197.5万12.0万股-1,135股-0.95%减仓
IiShares安硕信托SHV
2.3%2.7%$1,100.0万10.0万股$1,181.5万10.7万股-7,345股-6.86%减仓
迈威尔MRVL
1.96%0.76%$936.3万3.1万股$332.4万3.4万股-2,129股-6.34%减仓
I景顺QQQ信托VOO
1.67%1.4%$795.3万1.1万股$614.9万1.1万股+146股+1.37%加仓
摩根大通JPM
1.62%1.61%$772.6万2.4万股$704.4万2.4万股-343股-1.43%减仓
SSPDR标普500 ETFSPY
1.32%1.18%$627.7万8,405股$517.1万7,951股+454股+5.71%加仓
VisaV
1.3%1.25%$622.6万1.8万股$549.2万1.8万股-24股-0.13%减仓
G高盛·PHYSICAL GOLDAAAU
1.2%1.52%$574.2万14.5万股$667.3万14.4万股+651股+0.45%加仓
C花旗集团C
1.02%0.94%$489.0万3.5万股$410.0万3.6万股-1,217股-3.37%减仓
史赛克SYK
0.94%1.07%$450.4万1.4万股$470.6万1.4万股-17股-0.12%减仓
Meta平台META
0.87%0.97%$416.1万7,386股$424.3万7,417股-31股-0.42%减仓
NETFLIXNFLX
0.82%1.19%$389.5万5.5万股$520.1万5.4万股+461股+0.85%加仓
SSPDR道富指数基金SPEM
0.81%0.79%$386.8万7.5万股$344.5万7.3万股+1,264股+1.72%加仓
美光科技MU
0.72%0.23%$344.0万2,980股$100.4万2,971股+9股+0.30%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.72%0.78%$342.4万4.2万股$342.3万4.1万股+242股+0.58%加仓
好市多COST
0.7%0.82%$335.1万3,582股$358.7万3,600股-18股-0.50%减仓
AMD超威AMD
0.65%0.25%$310.3万5,342股$109.0万5,360股-18股-0.34%减仓
G通用动力VTI
0.64%0.57%$305.0万8,242股$247.8万7,724股+518股+6.71%加仓
甲骨文ORCL
0.55%1.15%$263.7万1.8万股$502.5万2.5万股-6,565股-26.79%减仓
S道富SPIB
0.54%0.57%$258.7万7.7万股$248.5万7.4万股+3,231股+4.36%加仓
可口可乐KO
0.51%0.52%$242.0万3.0万股$226.9万3.0万股-59股-0.20%减仓
阿斯麦ASML
0.47%0.33%$226.2万1,137股$146.3万1,108股+29股+2.62%加仓
S道富SPAB
0.47%0.47%$224.4万8.8万股$206.8万8.1万股+7,204股+8.93%加仓
雷神技术RTX
0.47%0.52%$223.1万1.2万股$225.7万1.2万股+57股+0.49%加仓
V先锋领航指数基金VUG
0.46%0.37%$219.7万2.6万股$163.1万3,733股+2.2万股+583.10%加仓
赛富时CRM
0.43%0.53%$203.2万1.3万股$232.8万1.2万股+495股+3.97%加仓
VanEck ETF信托SMH
0.42%0.26%$199.1万3,035股$113.2万2,951股+84股+2.85%加仓
特斯拉TSLA
0.41%0.4%$195.6万4,651股$173.6万4,669股-18股-0.39%减仓
威瑞森VZ
0.39%0.49%$187.2万4.4万股$213.9万4.3万股+1,606股+3.77%加仓
EEBAY COMEBAY
0.39%0.37%$184.5万1.7万股$160.9万1.8万股-1,168股-6.61%减仓
德州仪器TXN
0.38%0.27%$181.1万6,077股$119.9万6,176股-99股-1.60%减仓
科磊KLAC
0.37%0.2%$178.9万5,930股$87.2万592股+5,338股+901.69%加仓
万事达MA
0.34%0.36%$160.7万3,129股$155.9万3,120股+9股+0.29%加仓
迪士尼DIS
0.32%0.37%$154.5万1.6万股$164.1万1.7万股-970股-5.70%减仓
沃尔玛WMT
0.32%0.39%$151.4万1.3万股$168.8万1.4万股-214股-1.58%减仓
谷歌AGOOGL
0.3%0.27%$143.2万4,007股$119.1万4,143股-136股-3.28%减仓
泛林集团LRCX
0.27%0.15%$129.3万2,983股$63.7万2,981股+2股+0.07%加仓
宝洁PG
0.24%0.26%$116.1万7,919股$114.7万7,940股-21股-0.26%减仓
雪佛龙CVX
0.24%0.33%$115.8万6,985股$143.8万6,949股+36股+0.52%加仓

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