Windsor Advisory Group, LLC
COLUMBUS OH · SEC CIK 0001739953
$1.20亿2026Q1 申报市值
82持仓数
69.9%前十大占比 · 第一大 20.0%
23 / 12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
SCHX 新建仓+$577.40万
WOR 加仓+$455.45万
SCHF 新建仓+$454.49万
VWO 新建仓+$219.35万
WS 加仓+$207.38万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$370.20万
ARKK 清仓-$125.03万
KR 清仓-$104.01万
LIN 清仓-$85.28万
VDE 减仓-$63.63万
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 |
|---|---|---|---|---|---|---|---|---|
| WOR | WORTHINGTON ENTERPRISES INC | $2,396.53万 | 20.03% | 459,633 | 87,351 | 23.5% | $455.45万 | 加仓 |
| PAYX | PAYCHEX INC | $1,953.83万 | 16.33% | 212,096 | 336 | 0.2% | $3.10万 | 加仓 |
| WS | WORTHINGTON STL INC | $837.31万 | 7.00% | 275,885 | 68,330 | 32.9% | $207.38万 | 加仓 |
| IVV | ISHARES TR | $636.95万 | 5.32% | 9,751 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $577.40万 | 4.82% | 225,196 | 225,196 | — | $577.40万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 4.20% | 7 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $454.49万 | 3.80% | 183,632 | 183,632 | — | $454.49万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $357.34万 | 2.99% | 25,834 | 722 | 2.9% | $9.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $353.56万 | 2.95% | 7,378 | -644 | -8.0% | -$30.86万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $295.96万 | 2.47% | 67,787 | 32,918 | 94.4% | $143.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $221.94万 | 1.85% | 12,726 | -21,227 | -62.5% | -$370.20万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $219.35万 | 1.83% | 40,583 | 40,583 | — | $219.35万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $203.75万 | 1.70% | 130,194 | 43 | 0.0% | $673 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $174.56万 | 1.46% | 34,772 | 821 | 2.4% | $4.12万 | 加仓 |
| — | EXXON MOBIL CORP | $166.26万 | 1.39% | 9,799 | -812 | -7.7% | -$13.78万 | 减仓 |
| AAPL | APPLE INC | $159.50万 | 1.33% | 6,285 | -778 | -11.0% | -$19.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $158.22万 | 1.32% | 41,814 | -5,445 | -11.5% | -$20.60万 | 减仓 |
| VO | VANGUARD INDEX FDS | $137.02万 | 1.14% | 4,771 | 4,084 | 594.5% | $117.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $133.75万 | 1.12% | 2,057 | 130 | 6.7% | $8.45万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $131.83万 | 1.10% | 4,972 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $128.65万 | 1.08% | 4,374 | 32 | 0.7% | $9,412 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $128.20万 | 1.07% | 44,085 | 44,085 | — | $128.20万 | 新建仓 |
| COWZ | PACER FDS TR | $108.78万 | 0.91% | 17,388 | 8,000 | 85.2% | $50.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $108.47万 | 0.91% | 37,235 | 13,591 | 57.5% | $39.59万 | 加仓 |
| DIS | DISNEY WALT CO | $97.17万 | 0.81% | 10,082 | 7,548 | 297.9% | $72.75万 | 加仓 |
| ENFR | ALPS ETF TR | $87.88万 | 0.73% | 23,000 | -2,650 | -10.3% | -$10.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $70.33万 | 0.59% | 1,900 | -291 | -13.3% | -$10.77万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $62.80万 | 0.52% | 1,958 | 1 | 0.1% | $321 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.40万 | 0.50% | 9,860 | -323 | -3.2% | -$1.98万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $59.09万 | 0.49% | 2,720 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC | $56.90万 | 0.48% | 6,500 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $55.13万 | 0.46% | 25,232 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $53.86万 | 0.45% | 2,549 | 0 | 0.0% | — | 不变 |
| BDYN | BLACKROCK ETF TRUST | $50.09万 | 0.42% | 20,606 | 20,606 | — | $50.09万 | 新建仓 |
| AMLP | ALPS ETF TR | $45.53万 | 0.38% | 8,650 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $45.09万 | 0.38% | 12,380 | 12,380 | — | $45.09万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $40.20万 | 0.34% | 2,323 | -3,677 | -61.3% | -$63.63万 | 减仓 |
| MET | METLIFE INC | $31.15万 | 0.26% | 4,404 | 4,404 | — | $31.15万 | 新建仓 |
| GOOGL | ALPHABET INC | $30.44万 | 0.25% | 1,059 | 92 | 9.5% | $2.64万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $29.30万 | 0.24% | 11,885 | 11,885 | — | $29.30万 | 新建仓 |
| ACWI | ISHARES TR | $28.84万 | 0.24% | 2,085 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $27.87万 | 0.23% | 3,615 | -612 | -14.5% | -$4.72万 | 减仓 |
| GCOW | PACER FDS TR | $27.74万 | 0.23% | 6,000 | 6,000 | — | $27.74万 | 新建仓 |
| IVW | ISHARES TR | $27.37万 | 0.23% | 2,420 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.79万 | 0.22% | 1,232 | -103 | -7.7% | -$2.24万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $26.39万 | 0.22% | 1,678 | -990 | -37.1% | -$15.57万 | 减仓 |
| IWF | ISHARES TR | $25.58万 | 0.21% | 600 | 600 | — | $25.58万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $25.42万 | 0.21% | 1,760 | 335 | 23.5% | $4.84万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $24.02万 | 0.20% | 13,328 | 1,184 | 9.7% | $2.13万 | 重新持有 |
| GLD | SPDR GOLD TR | $22.72万 | 0.19% | 528 | 528 | — | $22.72万 | 新建仓 |
| GE | GE AEROSPACE | $22.33万 | 0.19% | 787 | 787 | — | $22.33万 | 新建仓 |
| FAST | FASTENAL CO | $21.68万 | 0.18% | 4,673 | -550 | -10.5% | -$2.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.45万 | 0.17% | 951 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $17.87万 | 0.15% | 721 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $16.47万 | 0.14% | 574 | 220 | 62.1% | $6.31万 | 加仓 |
| IJT | ISHARES TR | $15.98万 | 0.13% | 1,104 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $14.87万 | 0.12% | 1,643 | 1,643 | — | $14.87万 | 新建仓 |
| GEF | GREIF INC | $14.16万 | 0.12% | 2,111 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $13.06万 | 0.11% | 2,645 | -2,091 | -44.2% | -$10.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $12.65万 | 0.11% | 952 | 920 | 2,875.0% | $12.23万 | 加仓 |
| IWD | ISHARES TR | $12.52万 | 0.10% | 586 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $12.33万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $10.83万 | 0.09% | 1,076 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $9.17万 | 0.08% | 294 | 294 | — | $9.17万 | 新建仓 |
| IWN | ISHARES TR | $8.99万 | 0.08% | 474 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8.07万 | 0.07% | 499 | 499 | — | $8.07万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $7.72万 | 0.06% | 215 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $6.67万 | 0.06% | 187 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $5.79万 | 0.05% | 302 | 302 | — | $5.79万 | 新建仓 |
| VLUE | ISHARES TR | $5.13万 | 0.04% | 361 | 361 | — | $5.13万 | 新建仓 |
| IWS | ISHARES TR | $3.94万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3.83万 | 0.03% | 261 | 261 | — | $3.83万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $3.75万 | 0.03% | 344 | 344 | — | $3.75万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $2.77万 | 0.02% | 880 | 880 | — | $2.77万 | 新建仓 |
| IEF | ISHARES TR | $2.67万 | 0.02% | 280 | 280 | — | $2.67万 | 新建仓 |
| EMB | ISHARES TR | $2.55万 | 0.02% | 272 | 272 | — | $2.55万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $2.09万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.74万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $1.31万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.11万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,825 | 0.00% | 3 | -72 | -96.0% | -$4.38万 | 减仓 |
| SHV | ISHARES TR | $662 | 0.00% | 6 | 6 | — | $662 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -16,255 | -100.0% | -$125.03万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -16,647 | -100.0% | -$104.01万 | 清仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$85.28万 | 清仓 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -7,490 | -100.0% | -$42.61万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.75万 | 清仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $0 | 0.00% | 0 | -20,880 | -100.0% | -$35.20万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -2,120 | -100.0% | -$24.91万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -4,792 | -100.0% | -$20.87万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -4,091 | -100.0% | -$19.49万 | 清仓 |