Windsor Capital Management, LLC
Phoenix AZ · SEC CIK 0001543100
$3.85亿2026Q2 申报市值
127持仓数
47.7%前十大占比 · 第一大 11.5%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IBDW 加仓+$828.15万
IBDV 加仓+$248.63万
AZN 新建仓+$67.11万
SNDK 新建仓+$66.39万
IVV 加仓+$58.94万
2026Q2 卖出最多 按季末市值估算
IBDR 减仓-$847.42万
IBDS 减仓-$166.58万
TGT 清仓-$85.81万
SPYM 减仓-$73.83万
CWB 减仓-$60.82万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $0 | 0.00% | 0 | -7,080 | -100.0% | -$85.81万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,613 | -100.0% | -$59.05万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -6,389 | -100.0% | -$55.36万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,055 | -100.0% | -$38.36万 | 清仓 |
| — | GABELLI CONV & INC SECS FD I | $0 | 0.00% | 0 | -12,682 | -100.0% | -$5.43万 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $7.06万 | 0.02% | 10,817 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $19.27万 | 0.05% | 14,712 | -4,056 | -21.6% | -$5.31万 | 减仓 |
| HYG | ISHARES TR | $20.60万 | 0.05% | 2,575 | 62 | 2.5% | $4,960 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $21.36万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $22.55万 | 0.06% | 2,894 | -1 | -0.0% | -$78 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.62万 | 0.06% | 335 | -1 | -0.3% | -$705 | 减仓 |
| IWB | ISHARES TR | $24.27万 | 0.06% | 592 | -11 | -1.8% | -$4,509 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.37万 | 0.06% | 3,083 | -1,515 | -32.9% | -$11.97万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $25.03万 | 0.07% | 5,522 | 5,522 | — | $25.03万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $26.23万 | 0.07% | 2,890 | 5 | 0.2% | $454 | 加仓 |
| IBHI | ISHARES TR | $26.50万 | 0.07% | 11,330 | 11,330 | — | $26.50万 | 新建仓 |
| PLXS | PLEXUS CORP | $26.61万 | 0.07% | 885 | -115 | -11.5% | -$3.46万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $27.03万 | 0.07% | 763 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $27.22万 | 0.07% | 1,859 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.31万 | 0.07% | 5,686 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.48万 | 0.07% | 13,276 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $27.77万 | 0.07% | 4,059 | -165 | -3.9% | -$1.13万 | 减仓 |
| URI | UNITED RENTALS INC | $28.89万 | 0.08% | 255 | 0 | 0.0% | — | 重新持有 |
| RTX | RTX CORPORATION | $29.21万 | 0.08% | 1,539 | -33 | -2.1% | -$6,264 | 减仓 |
| GWW | WW GRAINGER INC | $30.65万 | 0.08% | 225 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.90万 | 0.08% | 1,136 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $31.11万 | 0.08% | 453 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $31.14万 | 0.08% | 3,010 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.19万 | 0.08% | 260 | 1 | 0.4% | $1,199 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $31.26万 | 0.08% | 3,790 | 3,790 | — | $31.26万 | 新建仓 |
| MMM | 3M CO | $31.31万 | 0.08% | 1,933 | -1,967 | -50.4% | -$31.86万 | 减仓 |
| GOOG | ALPHABET INC | $32.82万 | 0.09% | 929 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $32.88万 | 0.09% | 14,892 | 3,842 | 34.8% | $8.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.37万 | 0.09% | 1,410 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $33.49万 | 0.09% | 6,611 | 508 | 8.3% | $2.57万 | 加仓 |
| IBHH | ISHARES TR | $34.22万 | 0.09% | 14,561 | 4,400 | 43.3% | $10.34万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $34.43万 | 0.09% | 11,471 | -1 | -0.0% | -$30 | 减仓 |
| GOOGL | ALPHABET INC | $37.81万 | 0.10% | 1,057 | 5 | 0.5% | $1,789 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.99万 | 0.10% | 4,143 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $40.56万 | 0.11% | 1,228 | -238 | -16.2% | -$7.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.61万 | 0.11% | 1,443 | -311 | -17.7% | -$8.75万 | 减仓 |
| QCOM | QUALCOMM INC | $42.87万 | 0.11% | 2,320 | -622 | -21.1% | -$11.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.05万 | 0.12% | 503 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $51.17万 | 0.13% | 3,491 | 3 | 0.1% | $440 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $51.57万 | 0.13% | 1,524 | -252 | -14.2% | -$8.53万 | 减仓 |
| INTC | INTEL CORP | $52.17万 | 0.14% | 3,736 | 3,736 | — | $52.17万 | 新建仓 |
| IWR | ISHARES TR | $53.00万 | 0.14% | 4,803 | -64 | -1.3% | -$7,062 | 减仓 |
| META | META PLATFORMS INC | $53.04万 | 0.14% | 941 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $53.50万 | 0.14% | 1,272 | -53 | -4.0% | -$2.23万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $54.47万 | 0.14% | 10,715 | -93 | -0.9% | -$4,728 | 减仓 |
| NVDA | NVIDIA CORPORATION | $54.52万 | 0.14% | 2,724 | 15 | 0.6% | $3,002 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $55.89万 | 0.15% | 875 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $56.71万 | 0.15% | 5,313 | 5,313 | — | $56.71万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.05万 | 0.16% | 1,200 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $60.99万 | 0.16% | 828 | -48 | -5.5% | -$3.54万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $61.40万 | 0.16% | 13,541 | -107 | -0.8% | -$4,852 | 减仓 |
| PEP | PEPSICO INC | $62.48万 | 0.16% | 4,614 | -261 | -5.4% | -$3.53万 | 减仓 |
| GLD | SPDR GOLD TR | $65.31万 | 0.17% | 1,773 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $66.39万 | 0.17% | 292 | 292 | — | $66.39万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $67.11万 | 0.17% | 3,539 | 3,539 | — | $67.11万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $72.63万 | 0.19% | 13,675 | -937 | -6.4% | -$4.98万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $72.70万 | 0.19% | 2,587 | -85 | -3.2% | -$2.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.64万 | 0.19% | 3,379 | -31 | -0.9% | -$6,756 | 减仓 |
| PLD | PROLOGIS INC. | $74.45万 | 0.19% | 5,495 | -448 | -7.5% | -$6.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.19% | 1 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $75.93万 | 0.20% | 5,304 | -499 | -8.6% | -$7.14万 | 减仓 |
| ABBV | ABBVIE INC | $78.75万 | 0.20% | 3,129 | 11 | 0.4% | $2,769 | 加仓 |
| HD | HOME DEPOT INC | $85.34万 | 0.22% | 2,419 | -324 | -11.8% | -$11.43万 | 减仓 |
| IXN | ISHARES TR | $91.02万 | 0.24% | 6,300 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $91.40万 | 0.24% | 3,041 | -17 | -0.6% | -$5,109 | 减仓 |
| CSCO | CISCO SYS INC | $92.88万 | 0.24% | 7,907 | -767 | -8.8% | -$9.01万 | 减仓 |
| — | EXXON MOBIL CORP | $95.12万 | 0.25% | 6,957 | -688 | -9.0% | -$9.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $97.65万 | 0.25% | 6,659 | -496 | -6.9% | -$7.27万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.25万 | 0.26% | 4,112 | -325 | -7.3% | -$8.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $103.57万 | 0.27% | 12,022 | -2 | -0.0% | -$172 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $104.30万 | 0.27% | 12,556 | 123 | 1.0% | $1.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $104.44万 | 0.27% | 6,300 | -651 | -9.4% | -$10.79万 | 减仓 |
| MCD | MCDONALDS CORP | $110.79万 | 0.29% | 4,098 | -435 | -9.6% | -$11.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $111.61万 | 0.29% | 11,573 | -305 | -2.6% | -$2.94万 | 减仓 |
| IBDR | ISHARES TR | $112.78万 | 0.29% | 46,547 | -349,738 | -88.3% | -$847.42万 | 减仓 |
| V | VISA INC | $113.49万 | 0.29% | 3,307 | -175 | -5.0% | -$6.01万 | 减仓 |
| ITOT | ISHARES TR | $114.02万 | 0.30% | 6,941 | -248 | -3.4% | -$4.07万 | 减仓 |
| AMGN | AMGEN INC | $119.75万 | 0.31% | 3,307 | -413 | -11.1% | -$14.96万 | 减仓 |
| KO | COCA COLA CO | $129.08万 | 0.34% | 15,882 | -1,637 | -9.3% | -$13.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.51万 | 0.35% | 1,320 | -144 | -9.8% | -$14.56万 | 减仓 |
| AMZN | AMAZON COM INC | $137.00万 | 0.36% | 5,748 | -79 | -1.4% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $143.63万 | 0.37% | 5,655 | -216 | -3.7% | -$5.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $143.72万 | 0.37% | 24,077 | -1,343 | -5.3% | -$8.02万 | 减仓 |
| ICVT | ISHARES TR | $155.73万 | 0.40% | 12,792 | 428 | 3.5% | $5.21万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $169.49万 | 0.44% | 9,150 | -74 | -0.8% | -$1.37万 | 减仓 |
| MRK | MERCK & CO INC | $182.68万 | 0.47% | 14,216 | -1,366 | -8.8% | -$17.55万 | 减仓 |
| EFA | ISHARES TR | $183.76万 | 0.48% | 17,689 | -265 | -1.5% | -$2.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $187.79万 | 0.49% | 5,034 | -57 | -1.1% | -$2.13万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $197.65万 | 0.51% | 36,867 | -134 | -0.4% | -$7,184 | 减仓 |
| CAT | CATERPILLAR INC | $199.43万 | 0.52% | 1,872 | -236 | -11.2% | -$25.14万 | 减仓 |
| AVGO | BROADCOM INC | $211.49万 | 0.55% | 5,598 | -956 | -14.6% | -$36.12万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $217.24万 | 0.56% | 4,158 | -223 | -5.1% | -$11.65万 | 减仓 |
| USHY | ISHARES TR | $219.81万 | 0.57% | 59,375 | 6,798 | 12.9% | $25.17万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $224.24万 | 0.58% | 4,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $233.07万 | 0.61% | 14,690 | 137 | 0.9% | $2.17万 | 加仓 |