Windsor Capital Management, LLC
Phoenix AZ · SEC CIK 0001543100
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,810.51万 | 10.74% | 58,335 | -730 | -1.2% | -$47.68万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,892.56万 | 5.33% | 334,493 | -8,901 | -2.6% | -$50.36万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,769.90万 | 4.99% | 231,239 | -5,323 | -2.3% | -$40.74万 | 减仓 |
| ESGD | ISHARES TR | $1,680.42万 | 4.74% | 175,739 | -5,249 | -2.9% | -$50.19万 | 减仓 |
| IJH | ISHARES TR | $1,642.95万 | 4.63% | 243,292 | -6,209 | -2.5% | -$41.93万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,411.20万 | 3.98% | 292,052 | -4,903 | -1.7% | -$23.69万 | 减仓 |
| IBDT | ISHARES TR | $1,263.80万 | 3.56% | 498,933 | 16,666 | 3.5% | $42.22万 | 加仓 |
| IBDU | ISHARES TR | $1,263.77万 | 3.56% | 543,324 | 18,802 | 3.6% | $43.73万 | 加仓 |
| IBDS | ISHARES TR | $1,048.81万 | 2.96% | 432,677 | -8,392 | -1.9% | -$20.34万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $962.79万 | 2.71% | 162,578 | -5,167 | -3.1% | -$30.60万 | 减仓 |
| IBDR | ISHARES TR | $960.60万 | 2.71% | 396,285 | -20,854 | -5.0% | -$50.55万 | 减仓 |
| FLOT | ISHARES TR | $882.11万 | 2.49% | 173,132 | 4,404 | 2.6% | $22.44万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $817.69万 | 2.30% | 340,990 | 7,201 | 2.2% | $17.27万 | 加仓 |
| CWB | SPDR SERIES TRUST | $791.08万 | 2.23% | 86,438 | -2,696 | -3.0% | -$24.67万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $760.24万 | 2.14% | 118,639 | -13,415 | -10.2% | -$85.96万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $728.13万 | 2.05% | 155,218 | -4,184 | -2.6% | -$19.63万 | 减仓 |
| AAPL | APPLE INC | $725.48万 | 2.04% | 28,586 | 334 | 1.2% | $8.48万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $724.95万 | 2.04% | 151,601 | 3,501 | 2.4% | $16.74万 | 加仓 |
| IBDV | ISHARES TR | $530.64万 | 1.50% | 242,413 | 13,892 | 6.1% | $30.41万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $521.02万 | 1.47% | 129,801 | 4,341 | 3.5% | $17.42万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $495.81万 | 1.40% | 108,184 | -197 | -0.2% | -$9,029 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $484.80万 | 1.37% | 36,479 | -1,511 | -4.0% | -$20.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $452.00万 | 1.27% | 89,309 | 173 | 0.2% | $8,756 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $434.52万 | 1.22% | 76,662 | 901 | 1.2% | $5.11万 | 加仓 |
| JNK | SPDR SERIES TRUST | $432.76万 | 1.22% | 45,211 | -923 | -2.0% | -$8.83万 | 减仓 |
| USRT | ISHARES TR | $393.28万 | 1.11% | 66,444 | 1,183 | 1.8% | $7.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $388.99万 | 1.10% | 5,981 | -1,162 | -16.3% | -$75.57万 | 减仓 |
| IJR | ISHARES TR | $371.94万 | 1.05% | 29,921 | -2,801 | -8.6% | -$34.82万 | 减仓 |
| WMT | WALMART INC | $314.34万 | 0.89% | 25,293 | -1,386 | -5.2% | -$17.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $290.83万 | 0.82% | 9,887 | 83 | 0.8% | $2.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $223.98万 | 0.63% | 20,552 | -290 | -1.4% | -$3.16万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $213.36万 | 0.60% | 14,553 | -619 | -4.1% | -$9.07万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $202.91万 | 0.57% | 4,381 | -159 | -3.5% | -$7.36万 | 减仓 |
| AVGO | BROADCOM INC | $202.84万 | 0.57% | 6,554 | -290 | -4.2% | -$8.98万 | 减仓 |
| USHY | ISHARES TR | $193.69万 | 0.55% | 52,577 | 10,146 | 23.9% | $37.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $189.77万 | 0.53% | 5,615 | -535 | -8.7% | -$18.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $188.46万 | 0.53% | 5,091 | 218 | 4.5% | $8.07万 | 加仓 |
| MRK | MERCK & CO INC | $187.44万 | 0.53% | 15,582 | 52 | 0.3% | $6,255 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $182.67万 | 0.51% | 37,001 | -1,074 | -2.8% | -$5.30万 | 减仓 |
| EFA | ISHARES TR | $174.39万 | 0.49% | 17,954 | -828 | -4.4% | -$8.04万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $169.88万 | 0.48% | 4,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $149.33万 | 0.42% | 2,108 | -47 | -2.2% | -$3.33万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $149.17万 | 0.42% | 9,224 | -277 | -2.9% | -$4.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $143.82万 | 0.41% | 6,951 | 269 | 4.0% | $5.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $143.50万 | 0.40% | 5,871 | 93 | 1.6% | $2.27万 | 加仓 |
| MCD | MCDONALDS CORP | $140.88万 | 0.40% | 4,533 | 67 | 1.5% | $2.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.39万 | 0.39% | 25,420 | -2,944 | -10.4% | -$15.91万 | 减仓 |
| KO | COCA COLA CO | $133.23万 | 0.38% | 17,519 | 172 | 1.0% | $1.31万 | 加仓 |
| AMGN | AMGEN INC | $130.89万 | 0.37% | 3,720 | 10 | 0.3% | $3,518 | 加仓 |
| — | EXXON MOBIL CORP | $129.70万 | 0.37% | 7,645 | -46 | -0.6% | -$7,804 | 减仓 |
| ICVT | ISHARES TR | $125.85万 | 0.35% | 12,364 | 291 | 2.4% | $2.96万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.85万 | 0.35% | 1,464 | -16 | -1.1% | -$1.35万 | 减仓 |
| AMZN | AMAZON COM INC | $121.36万 | 0.34% | 5,827 | 262 | 4.7% | $5.46万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $105.36万 | 0.30% | 11,878 | -547 | -4.4% | -$4.85万 | 减仓 |
| V | VISA INC | $105.23万 | 0.30% | 3,482 | 2 | 0.1% | $604 | 加仓 |
| PG | PROCTER & GAMBLE CO | $103.35万 | 0.29% | 7,155 | 137 | 2.0% | $1.98万 | 加仓 |
| ITOT | ISHARES TR | $102.39万 | 0.29% | 7,189 | -40 | -0.6% | -$5,697 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $101.93万 | 0.29% | 12,433 | -231 | -1.8% | -$1.89万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $92.32万 | 0.26% | 4,437 | -49 | -1.1% | -$1.02万 | 减仓 |
| HD | HOME DEPOT INC | $90.22万 | 0.25% | 2,743 | 162 | 6.3% | $5.33万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $89.51万 | 0.25% | 14,612 | -1,955 | -11.8% | -$11.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $87.53万 | 0.25% | 2,004 | -18 | -0.9% | -$7,862 | 减仓 |
| TGT | TARGET CORP | $85.81万 | 0.24% | 7,080 | -121 | -1.7% | -$1.47万 | 减仓 |
| PLD | PROLOGIS INC. | $78.56万 | 0.22% | 5,943 | 47 | 0.8% | $6,213 | 加仓 |
| GLD | SPDR GOLD TR | $76.29万 | 0.22% | 1,773 | -230 | -11.5% | -$9.90万 | 减仓 |
| IBDW | ISHARES TR | $76.10万 | 0.21% | 36,358 | 36,358 | — | $76.10万 | 新建仓 |
| EMR | EMERSON ELEC CO | $76.03万 | 0.21% | 5,803 | -138 | -2.3% | -$1.81万 | 减仓 |
| IWM | ISHARES TR | $75.84万 | 0.21% | 3,058 | -6 | -0.2% | -$1,488 | 减仓 |
| PEP | PEPSICO INC | $75.70万 | 0.21% | 4,875 | -249 | -4.9% | -$3.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $67.81万 | 0.19% | 3,118 | 319 | 11.4% | $6.94万 | 加仓 |
| CSCO | CISCO SYS INC | $67.30万 | 0.19% | 8,674 | -16 | -0.2% | -$1,241 | 减仓 |
| VTV | VANGUARD INDEX FDS | $66.91万 | 0.19% | 3,410 | 5 | 0.1% | $981 | 加仓 |
| IXN | ISHARES TR | $62.98万 | 0.18% | 6,300 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $62.63万 | 0.18% | 13,648 | -898 | -6.2% | -$4.12万 | 减仓 |
| — | HONEYWELL INTL INC | $59.05万 | 0.17% | 2,613 | 13 | 0.5% | $2,938 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.50万 | 0.16% | 1,200 | -6 | -0.5% | -$2,875 | 减仓 |
| MMM | 3M CO | $56.64万 | 0.16% | 3,900 | 1 | 0.0% | $145 | 加仓 |
| MDT | MEDTRONIC PLC | $55.36万 | 0.16% | 6,389 | -297 | -4.4% | -$2.57万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $54.01万 | 0.15% | 10,808 | -510 | -4.5% | -$2.55万 | 减仓 |
| META | META PLATFORMS INC | $53.82万 | 0.15% | 941 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $53.71万 | 0.15% | 1,776 | 201 | 12.8% | $6.08万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $52.60万 | 0.15% | 2,672 | -126 | -4.5% | -$2.48万 | 减仓 |
| ORCL | ORACLE CORP | $51.32万 | 0.14% | 3,488 | 3 | 0.1% | $441 | 加仓 |
| QQQ | INVESCO QQQ TR | $50.57万 | 0.14% | 876 | -20 | -2.2% | -$1.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.12万 | 0.14% | 503 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.26万 | 0.14% | 1,325 | -77 | -5.5% | -$2.86万 | 减仓 |
| IWR | ISHARES TR | $47.32万 | 0.13% | 4,867 | 43 | 0.9% | $4,181 | 加仓 |
| NVDA | NVIDIA CORPORATION | $47.25万 | 0.13% | 2,709 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $42.77万 | 0.12% | 1,466 | 127 | 9.5% | $3.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.51万 | 0.12% | 1,754 | 2 | 0.1% | $485 | 加仓 |
| T | AT&T INC | $38.49万 | 0.11% | 13,276 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $38.36万 | 0.11% | 2,055 | -130 | -5.9% | -$2.43万 | 减仓 |
| QCOM | QUALCOMM INC | $37.89万 | 0.11% | 2,942 | -174 | -5.6% | -$2.24万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.45万 | 0.10% | 4,598 | -142 | -3.0% | -$1.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $35.31万 | 0.10% | 4,143 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $34.50万 | 0.10% | 11,472 | -315 | -2.7% | -$9,472 | 减仓 |
| NEAR | ISHARES U S ETF TR | $31.03万 | 0.09% | 6,103 | -276 | -4.3% | -$1.40万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.33万 | 0.09% | 1,410 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.32万 | 0.09% | 1,572 | 16 | 1.0% | $3,086 | 加仓 |