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Windward Private Wealth Management Inc. · 13F 持仓分析
期权收益计算器 机构排行

Windward Private Wealth Management Inc.

No.5653 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.13亿
环比变动 Q1 2026
+$2,327.0万+8.0%
持仓股票数
43
新买入
0
加仓
13
减仓
18
清仓
1
持股不变
12
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
V先锋领航债券指数基金BSV
21.46%22.85%$6,708.9万86.1万股$6,611.4万84.3万股+1.8万股+2.13%加仓
V先锋领航·FTSEVEA
14.12%13.68%$4,412.9万61.9万股$3,958.1万61.8万股+1,669股+0.27%加仓
V先锋领航斯科茨代尔基金VONG
12.56%11.39%$3,925.7万30.7万股$3,294.2万30.0万股+6,827股+2.27%加仓
V先锋领航斯科茨代尔基金VONV
10.49%9.91%$3,278.9万30.8万股$2,866.3万30.6万股+2,652股+0.87%加仓
V先锋领航债券指数基金BIV
8.2%8.74%$2,564.4万33.4万股$2,527.0万32.7万股+6,927股+2.12%加仓
V先锋领航斯科茨代尔基金VMBS
5.17%5.57%$1,615.4万34.5万股$1,611.0万34.3万股+1,959股+0.57%加仓
V先锋领航·FSTEVWO
4.82%4.67%$1,506.4万25.2万股$1,351.2万25.0万股+2,383股+0.95%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.73%2.68%$853.0万3.6万股$776.6万3.6万股-60股-0.17%减仓
V先锋领航斯科茨代尔基金VTWO
2.15%1.92%$673.5万5.5万股$556.1万5.6万股-49股-0.09%减仓
V先锋领航指数基金VTV
1.87%1.82%$583.4万2.7万股$527.7万2.7万股-124股-0.46%减仓
IiShares安硕·S&PIUSG
1.83%1.64%$571.9万3.0万股$474.5万3.1万股-189股-0.62%减仓
IiShares安硕信托IXUS
1.78%1.77%$555.5万5.8万股$511.9万5.9万股-876股-1.48%减仓
IiShares安硕信托IUSV
1.32%1.36%$413.1万3.8万股$393.3万3.8万股-960股-2.50%减仓
IiShares安硕信托IEFA
1.21%1.24%$379.2万3.9万股$357.3万3.9万股-200股-0.51%减仓
V先锋领航斯科茨代尔基金BSV
1.15%1.25%$358.8万4.5万股$362.1万4.6万股-269股-0.59%减仓
IiShares安硕信托GVI
0.89%0.98%$278.1万2.6万股$284.1万2.7万股-925股-3.46%减仓
V先锋领航斯科茨代尔基金VGSH
0.85%0.87%$264.2万4.5万股$250.8万4.3万股+2,548股+5.95%加仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
0.81%0.73%$252.8万3.1万股$212.0万5,199股+2.5万股+488.42%加仓
IiShares安硕信托EFV
0.66%0.69%$205.5万2.7万股$199.6万2.7万股00.00%持仓不变
V先锋领航·SMALLVBR
0.65%0.63%$204.4万8,412股$182.8万8,412股00.00%持仓不变
IISHARES TR NORTH AMERN NATIGE
0.63%0.78%$197.3万3.5万股$226.8万3.6万股-915股-2.54%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.59%0.57%$183.4万8,292股$166.3万8,772股-480股-5.47%减仓
V先锋领航国际股票指数基金VT
0.49%0.43%$153.0万9,750股$125.2万9,050股+700股+7.73%加仓
S嘉信策略信托SCHE
0.44%0.45%$138.9万3.8万股$129.6万3.9万股-1,014股-2.58%减仓
IiShares安硕·S&PIVE
0.43%0.43%$134.0万5,900股$124.6万5,900股00.00%持仓不变
IiShares安硕信托IUSB
0.31%0.35%$96.6万2.1万股$101.9万2.2万股-1,145股-5.19%减仓
V先锋领航国际股票指数基金VSS
0.24%0.28%$74.4万4,822股$81.2万5,569股-747股-13.41%减仓
WWisdomTree信托DLS
0.23%0.27%$71.0万8,478股$78.1万9,583股-1,105股-11.53%减仓
V先锋领航指数基金VBK
0.22%0.2%$70.0万1,913股$58.7万1,943股-30股-1.54%减仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
0.22%0.23%$69.7万8,475股$66.5万8,475股00.00%持仓不变
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.21%0.23%$66.3万2.2万股$66.4万2.2万股+34股+0.15%加仓
V先锋领航市政债券基金VTEB
0.19%0.21%$58.6万1.2万股$60.8万1.2万股-591股-4.85%减仓
IiShares安硕IEMG
0.13%0.12%$40.6万4,904股$34.2万4,904股00.00%持仓不变
V先锋领航指数基金VB
0.11%0.11%$34.9万1,152股$32.4万1,236股-84股-6.80%减仓
iShares安硕·MBSACGL
0.11%0.11%$34.8万3,684股$31.3万3,294股+390股+11.84%加仓
艾默生电气EMR
0.11%0.1%$33.1万2,315股$30.3万2,315股00.00%持仓不变
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.1%0.11%$31.3万3,813股$31.4万3,800股+13股+0.34%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.1%0.1%$30.1万2,902股$28.2万2,902股00.00%持仓不变
瑞思迈RMD
0.09%0.12%$29.2万1,500股$33.7万1,500股00.00%持仓不变
FFASTENAL COMFAST
0.09%0.1%$28.8万6,000股$27.8万6,000股00.00%持仓不变
PPNC FINL SVCS COMVXF
0.09%0.08%$26.6万1,080股$22.5万1,080股00.00%持仓不变
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.08%0.07%$24.7万2,266股$21.4万2,266股00.00%持仓不变
宣伟SHW
0.07%0.07%$21.7万629股$20.2万629股00.00%持仓不变

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