Winning Points Advisors, LLC
BOCA RATON FL · SEC CIK 0001793399
$9,986.54万2026Q1 申报市值
42持仓数
78.3%前十大占比 · 第一大 40.2%
2 / 3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
DEO 新建仓+$25.72万
PEP 新建仓+$20.03万
CVX 加仓+$3.04万
IVV 加仓+$2.68万
UPS 加仓+$1.20万
2026Q1 卖出最多 按季末市值估算
Mitsubishi UFJ F 清仓-$329.30万
AAPL 减仓-$64.95万
BRK/B 清仓-$57.20万
BAC 减仓-$55.66万
BLK 清仓-$35.10万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | Mitsubishi UFJ Financial | $0 | 0.00% | 0 | -224,212 | -100.0% | -$329.30万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM CL B | $0 | 0.00% | 0 | -3,138 | -100.0% | -$57.20万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -328 | -100.0% | -$35.10万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $9.81万 | 0.10% | 10,650 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.03万 | 0.20% | 1,290 | 1,290 | — | $20.03万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.97万 | 0.21% | 347 | -100 | -22.4% | -$6.04万 | 减仓 |
| IVV | ISHARES TR | $21.86万 | 0.22% | 335 | 41 | 13.9% | $2.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.69万 | 0.23% | 750 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $23.26万 | 0.23% | 811 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.42万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $25.72万 | 0.26% | 3,450 | 3,450 | — | $25.72万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.73万 | 0.29% | 288 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.78万 | 0.30% | 1,021 | -35 | -3.3% | -$1.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.83万 | 0.31% | 1,606 | -9 | -0.6% | -$1,728 | 减仓 |
| CALF | PACER FDS TR | $38.18万 | 0.38% | 8,509 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $38.84万 | 0.39% | 1,644 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $45.01万 | 0.45% | 5,918 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $46.94万 | 0.47% | 3,232 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $50.15万 | 0.50% | 2,600 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $55.25万 | 0.55% | 8,372 | -27 | -0.3% | -$1,782 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.37万 | 0.65% | 10,778 | -30 | -0.3% | -$1,820 | 减仓 |
| ABT | ABBOTT LABORATORIES | $68.70万 | 0.69% | 6,691 | -679 | -9.2% | -$6.97万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $71.91万 | 0.72% | 4,349 | -161 | -3.6% | -$2.66万 | 减仓 |
| TGT | TARGET CORP | $75.77万 | 0.76% | 6,252 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $85.02万 | 0.85% | 22,972 | -278 | -1.2% | -$1.03万 | 减仓 |
| BP | BP PLC | $89.05万 | 0.89% | 18,946 | -26 | -0.1% | -$1,222 | 减仓 |
| HD | HOME DEPOT INC | $94.10万 | 0.94% | 2,861 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $107.45万 | 1.08% | 5,297 | 150 | 2.9% | $3.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $115.51万 | 1.16% | 1,933 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $119.59万 | 1.20% | 3,857 | -100 | -2.5% | -$3.10万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $134.88万 | 1.35% | 13,715 | 122 | 0.9% | $1.20万 | 加仓 |
| ABBV | ABBVIE INC | $147.45万 | 1.48% | 6,779 | -110 | -1.6% | -$2.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $153.12万 | 1.53% | 6,264 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $153.86万 | 1.54% | 4,800 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $156.78万 | 1.57% | 39,725 | -55 | -0.1% | -$2,171 | 减仓 |
| WMT | WALMART INC | $195.82万 | 1.96% | 15,757 | -45 | -0.3% | -$5,592 | 减仓 |
| — | EXXON MOBIL CORP | $256.84万 | 2.57% | 15,596 | -1,042 | -6.3% | -$17.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $268.34万 | 2.69% | 18,578 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $288.26万 | 2.89% | 35,906 | -400 | -1.1% | -$3.21万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $311.43万 | 3.12% | 182,123 | -2,039 | -1.1% | -$3.49万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $531.73万 | 5.32% | 723,573 | 1,200 | 0.2% | $8,818 | 加仓 |
| MSFT | MICROSOFT CORP | $541.16万 | 5.42% | 14,624 | -150 | -1.0% | -$5.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $617.56万 | 6.18% | 20,935 | -128 | -0.6% | -$3.78万 | 减仓 |
| BAC | BANK AMERICA CORP | $786.83万 | 7.88% | 160,668 | -11,365 | -6.6% | -$55.66万 | 减仓 |
| AAPL | APPLE INC | $4,017.55万 | 40.23% | 158,230 | -2,558 | -1.6% | -$64.95万 | 减仓 |