Windsor Advisory Group, LLC 13F 持仓 · 2026年Q2
Windsor Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 1.38 亿美元。前几大持仓：WOR（15.21%）、PAYX（15.15%）、NVDA（5.70%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WOR | WORTHINGTON ENTERPRISES INC | $20.9M | 15.21% | 389,601 | 减持 |
| 2 | PAYX | PAYCHEX INC | $20.9M | 15.15% | 212,096 | 持平 |
| 3 | NVDA | NVIDIA CORPORATION | $7.8M | 5.70% | 39,204 | 增持 |
| 4 | IVV | ISHARES TR | $7.3M | 5.30% | 9,751 | 持平 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $6.6M | 4.81% | 225,196 | 持平 |
| 6 | WS | WORTHINGTON STL INC | $6.6M | 4.76% | 195,284 | 减持 |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 3.81% | 7 | 持平 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $5.1M | 3.69% | 183,632 | 持平 |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $4.3M | 3.13% | 27,435 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 2.68% | 7,381 | 增持 |
| 11 | AAPL | APPLE INC | $3.1M | 2.27% | 10,790 | 增持 |
| 12 | EMLP | FIRST TR EXCHANGE-TRADED FD | $2.9M | 2.14% | 67,787 | 持平 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.76% | 40,583 | 持平 |
| 14 | VXUS | VANGUARD STAR FDS | $2.4M | 1.73% | 27,917 | 增持 |
| 15 | HBAN | HUNTINGTON BANCSHARES INC | $2.3M | 1.68% | 130,151 | 减持 |
| 16 | VTI | VANGUARD INDEX FDS | $1.9M | 1.36% | 5,051 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 1.18% | 2,180 | 增持 |
| 18 | VO | VANGUARD INDEX FDS | $1.6M | 1.16% | 19,788 | 增持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $1.6M | 1.13% | 36,623 | 增持 |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L | $1.5M | 1.12% | 41,814 | 持平 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 1.11% | 21,479 | 新建仓 |
| 22 | MSFT | MICROSOFT CORP | $1.4M | 1.01% | 3,728 | 增持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.2M | 0.90% | 36,469 | 减持 |
| 24 | IBP | INSTALLED BLDG PRODS INC | $1.1M | 0.83% | 4,972 | 持平 |
| 25 | ENFR | ALPS ETF TR | $876,300 | 0.64% | 23,000 | 持平 |
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