13F 机构持仓

Windsor Capital Management, LLC

Phoenix AZ · SEC CIK 0001543100

2026Q22026Q1 更早 9 个季度 🔒
$3.55亿2026Q1 申报市值
123持仓数
47.2%前十大占比 · 第一大 10.7%
6 / 2新建仓 / 清仓
申报市值走势$3.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.7%
SPYV 5.3%
SPYM 5.0%
ESGD 4.7%
IJH 4.6%
SPSM 4.0%
IBDT 3.6%
IBDU 3.6%
IBDS 3.0%
SPMD 2.7%

2026Q1 买入最多 按季末市值估算

IBDW 新建仓+$76.10万
IBDU 加仓+$43.73万
IBDT 加仓+$42.22万
USHY 加仓+$37.38万
IBDV 加仓+$30.41万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$85.96万
SPY 减仓-$75.57万
IBDR 减仓-$50.55万
SPYV 减仓-$50.36万
ESGD 减仓-$50.19万

2026Q1 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
TIP ISHARES TR $00.00%0 -2,034-100.0% -$22.35万 清仓
NKE NIKE INC $00.00%0 -3,286-100.0% -$20.94万 清仓
URI UNITED RENTALS INC $00.00%0 —— — 申报中断
HYG ISHARES TR $00.00%0 —— — 申报中断
ACHV ACHIEVE LIFE SCIENCE INC $3.18万0.01%10,817 00.0% — 不变
— GABELLI CONV & INC SECS FD I $5.43万0.02%12,682 -4,938-28.0% -$2.11万 减仓
PLXS PLEXUS CORP $20.25万0.06%1,000 1,000— $20.25万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $20.71万0.06%336 -6-1.8% -$3,698 减仓
AVK ADVENT CONV & INCOME FD $20.94万0.06%18,768 -1,785-8.7% -$1.99万 减仓
FERG FERGUSON ENTERPRISES INC $20.99万0.06%900 00.0% — 不变
IWB ISHARES TR $21.51万0.06%603 -9-1.5% -$3,211 减仓
CVS CVS HEALTH CORP $21.62万0.06%3,010 00.0% — 不变
BSV VANGUARD BD INDEX FDS $22.70万0.06%2,895 00.0% — 不变
WDC WESTERN DIGITAL CORP $23.67万0.07%875 875— $23.67万 新建仓
IWP ISHARES TR $23.82万0.07%1,859 10.1% $128 加仓
LLY ELI LILLY & CO $23.82万0.07%259 2812.1% $2.58万 加仓
IBHH ISHARES TR $23.85万0.07%10,161 240.2% $563 加仓
EEM ISHARES TR $23.99万0.07%4,224 -559-11.7% -$3.17万 减仓
IBHG ISHARES TR $24.45万0.07%11,050 1501.4% $3,320 加仓
GWW WW GRAINGER INC $24.57万0.07%225 225— $24.57万 新建仓
GD GENERAL DYNAMICS CORP $26.19万0.07%763 763— $26.19万 新建仓
FAST FASTENAL CO $26.38万0.07%5,686 00.0% — 不变
GOOG ALPHABET INC $26.65万0.08%929 929— $26.65万 新建仓
VOO VANGUARD INDEX FDS $27.07万0.08%453 -4-0.9% -$2,390 减仓
UNP UNION PAC CORP $27.56万0.08%1,136 00.0% — 不变
ABT ABBOTT LABORATORIES $29.62万0.08%2,885 42217.1% $4.33万 加仓
GOOGL ALPHABET INC $30.25万0.09%1,052 -25-2.3% -$7,189 减仓
RTX RTX CORPORATION $30.32万0.09%1,572 161.0% $3,086 加仓
VIG VANGUARD SPECIALIZED FUNDS $30.33万0.09%1,410 00.0% — 不变
NEAR ISHARES U S ETF TR $31.03万0.09%6,103 -276-4.3% -$1.40万 减仓
SPSB SPDR SERIES TRUST $34.50万0.10%11,472 -315-2.7% -$9,472 减仓
CL COLGATE PALMOLIVE CO $35.31万0.10%4,143 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $36.45万0.10%4,598 -142-3.0% -$1.13万 减仓
QCOM QUALCOMM INC $37.89万0.11%2,942 -174-5.6% -$2.24万 减仓
CRM SALESFORCE INC $38.36万0.11%2,055 -130-5.9% -$2.43万 减仓
T AT&T INC $38.49万0.11%13,276 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $42.51万0.12%1,754 20.1% $485 加仓
TRV TRAVELERS COMPANIES INC $42.77万0.12%1,466 1279.5% $3.71万 加仓
NVDA NVIDIA CORPORATION $47.25万0.13%2,709 00.0% — 不变
IWR ISHARES TR $47.32万0.13%4,867 430.9% $4,181 加仓
TSLA TESLA INC $49.26万0.14%1,325 -77-5.5% -$2.86万 减仓
COST COSTCO WHOLESALE CORPORATION $50.12万0.14%503 00.0% — 不变
QQQ INVESCO QQQ TR $50.57万0.14%876 -20-2.2% -$1.15万 减仓
ORCL ORACLE CORP $51.32万0.14%3,488 30.1% $441 加仓
NXPI NXP SEMICONDUCTORS N V $52.60万0.15%2,672 -126-4.5% -$2.48万 减仓
AXP AMERICAN EXPRESS CO $53.71万0.15%1,776 20112.8% $6.08万 加仓
META META PLATFORMS INC $53.82万0.15%941 00.0% — 不变
XLB SELECT SECTOR SPDR TR $54.01万0.15%10,808 -510-4.5% -$2.55万 减仓
MDT MEDTRONIC PLC $55.36万0.16%6,389 -297-4.4% -$2.57万 减仓
MMM 3M CO $56.64万0.16%3,900 10.0% $145 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $57.50万0.16%1,200 -6-0.5% -$2,875 减仓
— HONEYWELL INTL INC $59.05万0.17%2,613 130.5% $2,938 加仓
XLU SELECT SECTOR SPDR TR $62.63万0.18%13,648 -898-6.2% -$4.12万 减仓
IXN ISHARES TR $62.98万0.18%6,300 00.0% — 不变
VTV VANGUARD INDEX FDS $66.91万0.19%3,410 50.1% $981 加仓
CSCO CISCO SYS INC $67.30万0.19%8,674 -16-0.2% -$1,241 减仓
ABBV ABBVIE INC $67.81万0.19%3,118 31911.4% $6.94万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.20%1 00.0% — 不变
PEP PEPSICO INC $75.70万0.21%4,875 -249-4.9% -$3.87万 减仓
IWM ISHARES TR $75.84万0.21%3,058 -6-0.2% -$1,488 减仓
EMR EMERSON ELEC CO $76.03万0.21%5,803 -138-2.3% -$1.81万 减仓
IBDW ISHARES TR $76.10万0.21%36,358 36,358— $76.10万 新建仓
GLD SPDR GOLD TR $76.29万0.22%1,773 -230-11.5% -$9.90万 减仓
PLD PROLOGIS INC. $78.56万0.22%5,943 470.8% $6,213 加仓
TGT TARGET CORP $85.81万0.24%7,080 -121-1.7% -$1.47万 减仓
VUG VANGUARD INDEX FDS $87.53万0.25%2,004 -18-0.9% -$7,862 减仓
XLE SELECT SECTOR SPDR TR $89.51万0.25%14,612 -1,955-11.8% -$11.98万 减仓
HD HOME DEPOT INC $90.22万0.25%2,743 1626.3% $5.33万 加仓
PNC PNC FINL SVCS GROUP INC $92.32万0.26%4,437 -49-1.1% -$1.02万 减仓
XLP SELECT SECTOR SPDR TR $101.93万0.29%12,433 -231-1.8% -$1.89万 减仓
ITOT ISHARES TR $102.39万0.29%7,189 -40-0.6% -$5,697 减仓
PG PROCTER & GAMBLE CO $103.35万0.29%7,155 1372.0% $1.98万 加仓
V VISA INC $105.23万0.30%3,482 20.1% $604 加仓
VNQ VANGUARD INDEX FDS $105.36万0.30%11,878 -547-4.4% -$4.85万 减仓
AMZN AMAZON COM INC $121.36万0.34%5,827 2624.7% $5.46万 加仓
GS GOLDMAN SACHS GROUP INC $123.85万0.35%1,464 -16-1.1% -$1.35万 减仓
ICVT ISHARES TR $125.85万0.35%12,364 2912.4% $2.96万 加仓
— EXXON MOBIL CORP $129.70万0.37%7,645 -46-0.6% -$7,804 减仓
AMGN AMGEN INC $130.89万0.37%3,720 100.3% $3,518 加仓
KO COCA COLA CO $133.23万0.38%17,519 1721.0% $1.31万 加仓
VWO VANGUARD INTL EQUITY INDEX F $137.39万0.39%25,420 -2,944-10.4% -$15.91万 减仓
MCD MCDONALDS CORP $140.88万0.40%4,533 671.5% $2.08万 加仓
JNJ JOHNSON & JOHNSON $143.50万0.40%5,871 931.6% $2.27万 加仓
CVX CHEVRON CORPORATION $143.82万0.41%6,951 2694.0% $5.57万 加仓
XLI SELECT SECTOR SPDR TR $149.17万0.42%9,224 -277-2.9% -$4.48万 减仓
CAT CATERPILLAR INC $149.33万0.42%2,108 -47-2.2% -$3.33万 减仓
AXON AXON ENTERPRISE INC $169.88万0.48%4,000 00.0% — 不变
EFA ISHARES TR $174.39万0.49%17,954 -828-4.4% -$8.04万 减仓
XLF SELECT SECTOR SPDR TR $182.67万0.51%37,001 -1,074-2.8% -$5.30万 减仓
MRK MERCK & CO INC $187.44万0.53%15,582 520.3% $6,255 加仓
MSFT MICROSOFT CORP $188.46万0.53%5,091 2184.5% $8.07万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $189.77万0.53%5,615 -535-8.7% -$18.08万 减仓
USHY ISHARES TR $193.69万0.55%52,577 10,14623.9% $37.38万 加仓
AVGO BROADCOM INC $202.84万0.57%6,554 -290-4.2% -$8.98万 减仓
DIA STATE STR SPDR DOW JONES IND $202.91万0.57%4,381 -159-3.5% -$7.36万 减仓
XLV SELECT SECTOR SPDR TR $213.36万0.60%14,553 -619-4.1% -$9.07万 减仓
XLY SELECT SECTOR SPDR TR $223.98万0.63%20,552 -290-1.4% -$3.16万 减仓
JPM JPMORGAN CHASE & CO $290.83万0.82%9,887 830.8% $2.44万 加仓
WMT WALMART INC $314.34万0.89%25,293 -1,386-5.2% -$17.22万 减仓
IJR ISHARES TR $371.94万1.05%29,921 -2,801-8.6% -$34.82万 减仓