13F 机构持仓

Windsor Capital Management, LLC

Phoenix AZ · SEC CIK 0001543100

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.5%
SPYV 5.3%
SPYM 5.1%
IJH 4.9%
ESGD 4.7%
SPSM 4.4%
IBDT 3.4%
IBDU 3.4%
SPMD 2.8%
IBDW 2.3%

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 $00.00%0 -7,080-100.0% -$85.81万 清仓
— HONEYWELL INTL INC $00.00%0 -2,613-100.0% -$59.05万 清仓
MDT MEDTRONIC PLC $00.00%0 -6,389-100.0% -$55.36万 清仓
CRM SALESFORCE INC $00.00%0 -2,055-100.0% -$38.36万 清仓
— GABELLI CONV & INC SECS FD I $00.00%0 -12,682-100.0% -$5.43万 清仓
ACHV ACHIEVE LIFE SCIENCE INC $7.06万0.02%10,817 00.0% — 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%2,575 622.5% $4,960 重新持有
FERG FERGUSON ENTERPRISES INC $21.36万0.06%900 00.0% — 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 50.2% $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 00.0% — 不变
IWP ISHARES TR $27.22万0.07%1,859 00.0% — 不变
FAST FASTENAL CO $27.31万0.07%5,686 00.0% — 不变
T AT&T INC $27.48万0.07%13,276 00.0% — 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 00.0% — 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 00.0% — 不变
UNP UNION PAC CORP $30.90万0.08%1,136 00.0% — 不变
VOO VANGUARD INDEX FDS $31.11万0.08%453 00.0% — 不变
CVS CVS HEALTH CORP $31.14万0.08%3,010 00.0% — 不变
LLY ELI LILLY & CO $31.19万0.08%260 10.4% $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 00.0% — 不变
IBHG ISHARES TR $32.88万0.09%14,892 3,84234.8% $8.48万 加仓
VIG VANGUARD SPECIALIZED FUNDS $33.37万0.09%1,410 00.0% — 不变
NEAR ISHARES U S ETF TR $33.49万0.09%6,611 5088.3% $2.57万 加仓
IBHH ISHARES TR $34.22万0.09%14,561 4,40043.3% $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 50.5% $1,789 加仓
CL COLGATE PALMOLIVE CO $37.99万0.10%4,143 00.0% — 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 00.0% — 不变
ORCL ORACLE CORP $51.17万0.13%3,491 30.1% $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 00.0% — 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%2,724 150.6% $3,002 加仓
WDC WESTERN DIGITAL CORP $55.89万0.15%875 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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%3,129 110.4% $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 00.0% — 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 1231.0% $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 4283.5% $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 6,79812.9% $25.17万 加仓
AXON AXON ENTERPRISE INC $224.24万0.58%4,000 00.0% — 不变
XLV SELECT SECTOR SPDR TR $233.07万0.61%14,690 1370.9% $2.17万 加仓