Windsor Advisory Group, LLC
COLUMBUS OH · SEC CIK 0001739953
$1.38亿2026Q2 申报市值
97持仓数
64.2%前十大占比 · 第一大 15.2%
21 / 15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
NVDA 加仓+$529.79万
VXUS 加仓+$207.76万
AAPL 加仓+$130.36万
VTI 加仓+$114.46万
CSCO 新建仓+$79.68万
2026Q2 卖出最多 按季末市值估算
WOR 减仓-$376.49万
WS 减仓-$270.66万
EXXON MOBIL CORP 清仓-$166.26万
SCHA 减仓-$112.49万
DIS 清仓-$97.17万
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 |
|---|---|---|---|---|---|---|---|---|
| EMLP | FIRST TR EXCHANGE-TRADED FD | $294.87万 | 2.14% | 67,787 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $312.23万 | 2.27% | 10,790 | 4,505 | 71.7% | $130.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $369.34万 | 2.68% | 7,381 | 3 | 0.0% | $1,501 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $430.60万 | 3.13% | 27,435 | 1,601 | 6.2% | $25.13万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $508.66万 | 3.69% | 183,632 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 3.81% | 7 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $655.76万 | 4.76% | 195,284 | -80,601 | -29.2% | -$270.66万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $662.75万 | 4.81% | 225,196 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $730.24万 | 5.30% | 9,751 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $784.43万 | 5.70% | 39,204 | 26,478 | 208.1% | $529.79万 | 加仓 |
| PAYX | PAYCHEX INC | $2,085.54万 | 15.15% | 212,096 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $2,094.50万 | 15.21% | 389,601 | -70,032 | -15.2% | -$376.49万 | 减仓 |