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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $32.82万 | 0.09% | 929 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $31.31万 | 0.08% | 1,933 | -1,967 | -50.4% | -$31.86万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $31.26万 | 0.08% | 3,790 | 3,790 | — | $31.26万 | 新建仓 |
| LLY | ELI LILLY & CO | $31.19万 | 0.08% | 260 | 1 | 0.4% | $1,199 | 加仓 |
| CVS | CVS HEALTH CORP | $31.14万 | 0.08% | 3,010 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $31.11万 | 0.08% | 453 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.90万 | 0.08% | 1,136 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $30.65万 | 0.08% | 225 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $29.21万 | 0.08% | 1,539 | -33 | -2.1% | -$6,264 | 减仓 |
| URI | UNITED RENTALS INC | $28.89万 | 0.08% | 255 | 0 | 0.0% | — | 重新持有 |
| EEM | ISHARES TR | $27.77万 | 0.07% | 4,059 | -165 | -3.9% | -$1.13万 | 减仓 |
| T | AT&T INC | $27.48万 | 0.07% | 13,276 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.31万 | 0.07% | 5,686 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $27.22万 | 0.07% | 1,859 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $27.03万 | 0.07% | 763 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $26.61万 | 0.07% | 885 | -115 | -11.5% | -$3.46万 | 减仓 |
| IBHI | ISHARES TR | $26.50万 | 0.07% | 11,330 | 11,330 | — | $26.50万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $26.23万 | 0.07% | 2,890 | 5 | 0.2% | $454 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $25.03万 | 0.07% | 5,522 | 5,522 | — | $25.03万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.37万 | 0.06% | 3,083 | -1,515 | -32.9% | -$11.97万 | 减仓 |
| IWB | ISHARES TR | $24.27万 | 0.06% | 592 | -11 | -1.8% | -$4,509 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.62万 | 0.06% | 335 | -1 | -0.3% | -$705 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $22.55万 | 0.06% | 2,894 | -1 | -0.0% | -$78 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $21.36万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $20.60万 | 0.05% | 2,575 | 62 | 2.5% | $4,960 | 重新持有 |
| AVK | ADVENT CONV & INCOME FD | $19.27万 | 0.05% | 14,712 | -4,056 | -21.6% | -$5.31万 | 减仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $7.06万 | 0.02% | 10,817 | 0 | 0.0% | — | 不变 |
| 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 |