WIN ADVISORS, INC
PALM BEACH GARDENS FL · SEC CIK 0001897144
$2.19亿2026Q1 申报市值
78持仓数
51.5%前十大占比 · 第一大 7.3%
50 / 34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
MLRG 新建仓+$1,486.17万
HGER 新建仓+$1,454.58万
CGDV 新建仓+$1,146.38万
BKLC 新建仓+$982.12万
GAL 新建仓+$900.47万
2026Q1 卖出最多 按季末市值估算
IUSG 清仓-$1,594.31万
FTC 减仓-$1,009.60万
SCHG 减仓-$922.17万
FPE 清仓-$920.68万
DGRW 清仓-$893.04万
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 |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | $170.99万 | 0.78% | 40,237 | 40,237 | — | $170.99万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $174.93万 | 0.80% | 21,338 | 21,338 | — | $174.93万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $179.65万 | 0.82% | 35,364 | 35,364 | — | $179.65万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $209.51万 | 0.96% | 26,767 | 26,767 | — | $209.51万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $223.95万 | 1.02% | 76,879 | -316,569 | -80.5% | -$922.17万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $225.62万 | 1.03% | 38,779 | 38,779 | — | $225.62万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $238.42万 | 1.09% | 35,103 | 35,103 | — | $238.42万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $259.90万 | 1.19% | 44,216 | 44,216 | — | $259.90万 | 新建仓 |
| CIEN | CIENA CORP | $275.60万 | 1.26% | 7,099 | 7,099 | — | $275.60万 | 新建仓 |
| GLW | CORNING INC | $300.36万 | 1.37% | 22,090 | 9,249 | 72.0% | $125.76万 | 加仓 |
| GEV | GE VERNOVA INC | $305.43万 | 1.40% | 3,499 | 3,499 | — | $305.43万 | 新建仓 |
| MTUM | ISHARES TR | $312.30万 | 1.43% | 13,013 | 13,013 | — | $312.30万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $366.34万 | 1.68% | 127,600 | 127,600 | — | $366.34万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $390.90万 | 1.79% | 25,359 | -65,497 | -72.1% | -$1,009.60万 | 减仓 |
| BIL | SPDR SERIES TRUST | $504.45万 | 2.31% | 55,047 | 51,026 | 1,269.0% | $467.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $619.09万 | 2.83% | 201,790 | 201,790 | — | $619.09万 | 新建仓 |
| IWY | ISHARES TR | $803.58万 | 3.68% | 32,293 | 30,619 | 1,829.1% | $761.92万 | 加仓 |
| USMV | ISHARES TR | $812.52万 | 3.72% | 87,613 | 78,163 | 827.1% | $724.88万 | 重新持有 |
| DHS | WISDOMTREE TR | $829.77万 | 3.80% | 75,972 | 75,972 | — | $829.77万 | 新建仓 |
| EPS | WISDOMTREE TR | $875.68万 | 4.01% | 128,568 | -14,856 | -10.4% | -$101.18万 | 减仓 |
| CWB | SPDR SERIES TRUST | $883.52万 | 4.04% | 96,539 | 86,386 | 850.8% | $790.60万 | 重新持有 |
| GAL | SSGA ACTIVE ETF TR | $900.47万 | 4.12% | 181,914 | 181,914 | — | $900.47万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $982.12万 | 4.49% | 78,689 | 78,689 | — | $982.12万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $1,094.87万 | 5.01% | 55,549 | 42,553 | 327.4% | $838.72万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,146.38万 | 5.24% | 269,483 | 269,483 | — | $1,146.38万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $1,454.58万 | 6.65% | 469,067 | 469,067 | — | $1,454.58万 | 新建仓 |
| MLRG | ISHARES TR | $1,486.17万 | 6.80% | 165,387 | 165,387 | — | $1,486.17万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,598.56万 | 7.31% | 126,940 | 23,625 | 22.9% | $297.51万 | 重新持有 |