Winch Advisory Services, LLC 13F 持仓 · 2026年Q2
Winch Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 559 只证券，申报市值合计 4.81 亿美元。前几大持仓：SPTM（11.26%）、NVDA（7.77%）、AAPL（6.34%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $54.2M | 11.26% | 597,158 | 增持 |
| 2 | NVDA | NVIDIA CORP | $37.4M | 7.77% | 186,886 | 减持 |
| 3 | AAPL | APPLE INC | $30.5M | 6.34% | 105,446 | 减持 |
| 4 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $29.4M | 6.11% | 505,330 | 增持 |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $27.0M | 5.60% | 326,324 | 增持 |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $22.4M | 4.65% | 244,398 | 减持 |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $21.6M | 4.49% | 791,200 | 增持 |
| 8 | GOOG | ALPHABET INC CL C | $20.8M | 4.32% | 58,809 | 减持 |
| 9 | AMZN | AMAZON.COM INC | $18.9M | 3.93% | 79,330 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $15.3M | 3.18% | 40,976 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC CL B | $12.4M | 2.57% | 24,731 | 减持 |
| 12 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $11.9M | 2.46% | 118,391 | 减持 |
| 13 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $11.0M | 2.28% | 99,681 | 减持 |
| 14 | MRVL | MARVELL TECHNOLOGY INC | $9.4M | 1.94% | 31,432 | 减持 |
| 15 | QQQ | INVESCO QQQ ETF | $8.0M | 1.65% | 10,800 | 增持 |
| 16 | JPM | JPMORGAN CHASE & CO | $7.7M | 1.60% | 23,603 | 减持 |
| 17 | ORCL | ONTO INNOVATION INC | $6.8M | 1.41% | 17,937 | 减持 |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF | $6.3M | 1.30% | 8,405 | 增持 |
| 19 | V | VISA INC CL A | $6.2M | 1.29% | 18,147 | 减持 |
| 20 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $5.7M | 1.19% | 145,113 | 增持 |
| 21 | C | CITIGROUP INC | $4.9M | 1.02% | 34,938 | 减持 |
| 22 | SYK | STRYKER CORP | $4.5M | 0.94% | 14,306 | 减持 |
| 23 | META | META PLATFORMS INC CL A | $4.2M | 0.86% | 7,386 | 减持 |
| 24 | NFLX | NETFLIX INC | $3.9M | 0.81% | 54,556 | 增持 |
| 25 | SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | $3.9M | 0.80% | 74,710 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR