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 |
|---|---|---|---|---|---|---|---|---|
| WOR | WORTHINGTON ENTERPRISES INC | $2,094.50万 | 15.21% | 389,601 | -70,032 | -15.2% | -$376.49万 | 减仓 |
| PAYX | PAYCHEX INC | $2,085.54万 | 15.15% | 212,096 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $784.43万 | 5.70% | 39,204 | 26,478 | 208.1% | $529.79万 | 加仓 |
| IVV | ISHARES TR | $730.24万 | 5.30% | 9,751 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $662.75万 | 4.81% | 225,196 | 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 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 3.81% | 7 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $508.66万 | 3.69% | 183,632 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $430.60万 | 3.13% | 27,435 | 1,601 | 6.2% | $25.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $369.34万 | 2.68% | 7,381 | 3 | 0.0% | $1,501 | 加仓 |
| AAPL | APPLE INC | $312.23万 | 2.27% | 10,790 | 4,505 | 71.7% | $130.36万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $294.87万 | 2.14% | 67,787 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $242.24万 | 1.76% | 40,583 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $238.66万 | 1.73% | 27,917 | 24,302 | 672.3% | $207.76万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $230.76万 | 1.68% | 130,151 | -43 | -0.0% | -$762 | 减仓 |
| VTI | VANGUARD INDEX FDS | $186.92万 | 1.36% | 5,051 | 3,093 | 158.0% | $114.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $162.81万 | 1.18% | 2,180 | 123 | 6.0% | $9.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $159.43万 | 1.16% | 19,788 | 704 | 3.7% | $5.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $155.06万 | 1.13% | 36,623 | 1,851 | 5.3% | $7.84万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $153.71万 | 1.12% | 41,814 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $153.04万 | 1.11% | 21,479 | -1,773 | -7.6% | -$12.63万 | 重新持有 |
| MSFT | MICROSOFT CORP | $139.06万 | 1.01% | 3,728 | 1,828 | 96.2% | $68.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $123.41万 | 0.90% | 36,469 | -766 | -2.1% | -$2.59万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $114.28万 | 0.83% | 4,972 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $87.63万 | 0.64% | 23,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $86.74万 | 0.63% | 2,862 | 938 | 48.8% | $28.43万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $85.20万 | 0.62% | 2,603 | -1,771 | -40.5% | -$57.97万 | 减仓 |
| GOOGL | ALPHABET INC | $84.90万 | 0.62% | 2,376 | 1,317 | 124.4% | $47.06万 | 加仓 |
| CSCO | CISCO SYS INC | $79.68万 | 0.58% | 6,784 | 6,784 | — | $79.68万 | 新建仓 |
| GNTX | GENTEX CORP | $78.77万 | 0.57% | 31,171 | 5,939 | 23.5% | $15.01万 | 加仓 |
| IBHF | ISHARES TR | $76.26万 | 0.55% | 33,669 | -6,092 | -15.3% | -$13.80万 | 重新持有 |
| PRK | PARK NATL CORP | $68.90万 | 0.50% | 3,765 | 3,765 | — | $68.90万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $66.09万 | 0.48% | 2,720 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $61.95万 | 0.45% | 12,380 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC | $60.80万 | 0.44% | 6,500 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $60.55万 | 0.44% | 2,549 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $58.39万 | 0.42% | 9,388 | -8,000 | -46.0% | -$49.76万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $56.07万 | 0.41% | 20,212 | -394 | -1.9% | -$1.09万 | 减仓 |
| AMZN | AMAZON COM INC | $52.18万 | 0.38% | 2,189 | 981 | 81.2% | $23.39万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $48.60万 | 0.35% | 3,314 | 1,554 | 88.3% | $22.79万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.79万 | 0.34% | 12,950 | -31,135 | -70.6% | -$112.49万 | 减仓 |
| AMLP | ALPS ETF TR | $44.85万 | 0.33% | 8,650 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $42.57万 | 0.31% | 1,139 | 352 | 44.7% | $13.16万 | 加仓 |
| ABBV | ABBVIE INC | $42.50万 | 0.31% | 1,689 | 457 | 37.1% | $11.50万 | 加仓 |
| VFH | VANGUARD WORLD FD | $39.99万 | 0.29% | 3,039 | 3,039 | — | $39.99万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $39.70万 | 0.29% | 473 | 473 | — | $39.70万 | 新建仓 |
| RTX | RTX CORPORATION | $38.72万 | 0.28% | 2,041 | 2,041 | — | $38.72万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $37.88万 | 0.28% | 15,975 | -1,381 | -8.0% | -$3.27万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $34.88万 | 0.25% | 2,323 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.93万 | 0.25% | 960 | 386 | 67.2% | $13.64万 | 加仓 |
| ADI | ANALOG DEVICES INC | $33.72万 | 0.24% | 849 | 849 | — | $33.72万 | 新建仓 |
| IVW | ISHARES TR | $33.28万 | 0.24% | 2,420 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.27万 | 0.24% | 2,938 | 2,938 | — | $33.27万 | 新建仓 |
| ACWI | ISHARES TR | $32.74万 | 0.24% | 2,086 | 1 | 0.0% | $157 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.67万 | 0.23% | 1,247 | 1,247 | — | $31.67万 | 新建仓 |
| V | VISA INC | $30.81万 | 0.22% | 898 | 898 | — | $30.81万 | 新建仓 |
| GEV | GE VERNOVA INC | $27.84万 | 0.20% | 237 | 237 | — | $27.84万 | 新建仓 |
| KO | COCA COLA CO | $27.73万 | 0.20% | 3,412 | 3,412 | — | $27.73万 | 新建仓 |
| MET | METLIFE INC | $27.13万 | 0.20% | 3,206 | -1,198 | -27.2% | -$10.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.92万 | 0.20% | 1,202 | 298 | 33.0% | $6.67万 | 重新持有 |
| AMGN | AMGEN INC | $25.96万 | 0.19% | 717 | 717 | — | $25.96万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $25.61万 | 0.19% | 1,692 | 14 | 0.8% | $2,119 | 加仓 |
| TXN | TEXAS INSTRS INC | $24.77万 | 0.18% | 831 | 831 | — | $24.77万 | 新建仓 |
| META | META PLATFORMS INC | $24.45万 | 0.18% | 434 | 111 | 34.4% | $6.25万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $24.32万 | 0.18% | 2,680 | 451 | 20.2% | $4.09万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.60万 | 0.16% | 904 | 904 | — | $22.60万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.50万 | 0.16% | 951 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $22.44万 | 0.16% | 4,673 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.09万 | 0.16% | 817 | 817 | — | $22.09万 | 新建仓 |
| IWM | ISHARES TR | $21.66万 | 0.16% | 721 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $21.34万 | 0.15% | 1,120 | 168 | 17.6% | $3.20万 | 加仓 |
| IJT | ISHARES TR | $19.72万 | 0.14% | 1,104 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $18.39万 | 0.13% | 1,000 | 1,000 | — | $18.39万 | 新建仓 |
| GEF | GREIF INC | $15.72万 | 0.11% | 2,111 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $15.18万 | 0.11% | 11,222 | 11,222 | — | $15.18万 | 新建仓 |
| IWD | ISHARES TR | $14.21万 | 0.10% | 586 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $14.19万 | 0.10% | 5,422 | -16,341 | -75.1% | -$42.78万 | 重新持有 |
| IJK | ISHARES TR | $12.64万 | 0.09% | 1,076 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $10.48万 | 0.08% | 474 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $8.54万 | 0.06% | 2,800 | 2,800 | — | $8.54万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $8.53万 | 0.06% | 215 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $7.66万 | 0.06% | 187 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.93万 | 0.04% | 266 | -233 | -46.7% | -$4.32万 | 减仓 |
| IWS | ISHARES TR | $4.44万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $4.20万 | 0.03% | 1,014 | 1,014 | — | $4.20万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $3.81万 | 0.03% | 1,467 | -10,418 | -87.7% | -$27.06万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3.28万 | 0.02% | 618 | -9,242 | -93.7% | -$49.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2.87万 | 0.02% | 240 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.07万 | 0.02% | 652 | 85 | 15.0% | $2,696 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1.93万 | 0.01% | 200 | 200 | — | $1.93万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $1.50万 | 0.01% | 128 | -216 | -62.8% | -$2.53万 | 减仓 |
| IWP | ISHARES TR | $1.50万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.21万 | 0.01% | 117 | 2 | 1.7% | $207 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.03万 | 0.01% | 228 | 228 | — | $1.03万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $8,568 | 0.01% | 54 | -207 | -79.3% | -$3.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,103 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $662 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9,799 | -100.0% | -$166.26万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -10,082 | -100.0% | -$97.17万 | 清仓 |
| GCOW | PACER FDS TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$27.74万 | 清仓 |