13F 机构持仓

WIN ADVISORS, INC

PALM BEACH GARDENS FL · SEC CIK 0001897144

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PWB 7.3%
MLRG 6.8%
HGER 6.7%
CGDV 5.2%
VFMO 5.0%
BKLC 4.5%
GAL 4.1%
CWB 4.0%
EPS 4.0%
DHS 3.8%

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
MGC VANGUARD WORLD FD $00.00%0 —— — 申报中断
SPYG SPDR SERIES TRUST $00.00%0 —— — 申报中断
IUSG ISHARES TR $00.00%0 -94,933-100.0% -$1,594.31万 清仓
QQQ INVESCO QQQ TR $00.00%0 —— — 申报中断
VONG VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断
FPE FIRST TR EXCH TRADED FD III $00.00%0 -505,315-100.0% -$920.68万 清仓
DGRW WISDOMTREE TR $00.00%0 -99,859-100.0% -$893.04万 清仓
QUAL ISHARES TR $00.00%0 -36,544-100.0% -$725.84万 清仓
MGK VANGUARD WORLD FD $00.00%0 -16,756-100.0% -$691.63万 清仓
PRF INVESCO EXCHANGE TRADED FD T $00.00%0 -98,799-100.0% -$463.56万 清仓
QGRO AMERICAN CENTY ETF TR $00.00%0 —— — 申报中断
GARP ISHARES TR $00.00%0 —— — 申报中断
XLK SELECT SECTOR SPDR TR $00.00%0 -21,493-100.0% -$309.43万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -50,907-100.0% -$301.77万 清仓
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
MU MICRON TECHNOLOGY INC $00.00%0 —— — 申报中断
APH AMPHENOL CORP NEW $00.00%0 -16,210-100.0% -$219.06万 清仓
FDG AMERICAN CENTY ETF TR $00.00%0 -16,870-100.0% -$213.99万 清仓
VGT VANGUARD WORLD FD $00.00%0 -2,672-100.0% -$201.43万 清仓
IWL ISHARES TR $00.00%0 -11,217-100.0% -$191.40万 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -41,773-100.0% -$185.77万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
FXR FIRST TR EXCHANGE TRADED FD $00.00%0 -19,343-100.0% -$154.49万 清仓
LLY ELI LILLY & CO $00.00%0 -1,413-100.0% -$151.83万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
DHR DANAHER CORPORATION $00.00%0 -5,482-100.0% -$125.49万 清仓
NVDA NVIDIA CORPORATION $00.00%0 -5,873-100.0% -$109.53万 清仓
SPHQ INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
AVGO BROADCOM INC $00.00%0 —— — 申报中断
ISRG INTUITIVE SURGICAL INC $00.00%0 -1,629-100.0% -$92.26万 清仓
— ISHARES TR $00.00%0 -42,535-100.0% -$91.11万 清仓
SHY ISHARES TR $00.00%0 -10,916-100.0% -$90.41万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -17,653-100.0% -$90.21万 清仓
AOK ISHARES TR $00.00%0 -22,281-100.0% -$89.41万 清仓
TFLO ISHARES TR $00.00%0 -17,673-100.0% -$89.18万 清仓
ADI ANALOG DEVICES INC $00.00%0 —— — 申报中断
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -1,521-100.0% -$88.14万 清仓
SJNK SPDR SERIES TRUST $00.00%0 -34,563-100.0% -$87.51万 清仓
SNOW SNOWFLAKE INC $00.00%0 -3,941-100.0% -$86.45万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -2,697-100.0% -$79.88万 清仓
SPLV INVESCO EXCH TRADED FD TR II $00.00%0 -6,485-100.0% -$46.32万 清仓
BIBL NORTHERN LTS FD TR IV $00.00%0 —— — 申报中断
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -982-100.0% -$21.58万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -3,922-100.0% -$21.16万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -717-100.0% -$20.80万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -2,447-100.0% -$20.31万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -615-100.0% -$20.31万 清仓
MCK MCKESSON CORP $00.00%0 -244-100.0% -$20.02万 清仓
DELL DELL TECHNOLOGIES INC $22.76万0.10%1,387 1,387— $22.76万 新建仓
WWD WOODWARD INC $23.73万0.11%663 663— $23.73万 新建仓
PCAR PACCAR INC $23.86万0.11%2,066 2,066— $23.86万 新建仓
VLO VALERO ENERGY CORP $23.99万0.11%971 971— $23.99万 新建仓
CAT CATERPILLAR INC $24.09万0.11%340 340— $24.09万 新建仓
INTC INTEL CORP $24.58万0.11%5,570 5,570— $24.58万 新建仓
HAL HALLIBURTON CO $24.66万0.11%6,324 6,324— $24.66万 新建仓
GSY INVESCO ACTIVELY MANAGED EXC $25.00万0.11%4,987 4,987— $25.00万 新建仓
AEP AMERICAN ELEC PWR CO INC $26.26万0.12%2,003 2,003— $26.26万 新建仓
SNDK SANDISK CORP $26.81万0.12%422 422— $26.81万 新建仓
LITE LUMENTUM HLDGS INC $29.38万0.13%418 418— $29.38万 新建仓
CVX CHEVRON CORPORATION $31.80万0.15%1,537 1,537— $31.80万 新建仓
COWG PACER FDS TR $42.32万0.19%12,543 -538-4.1% -$1.82万 减仓
SUSL ISHARES TR $42.88万0.20%3,775 3,775— $42.88万 新建仓
SUSA ISHARES TR $44.45万0.20%3,365 -40-1.2% -$5,284 减仓
QLTY GMO ETF TRUST $45.34万0.21%12,532 12,532— $45.34万 新建仓
USXF ISHARES TR $45.94万0.21%8,323 8,323— $45.94万 新建仓
QQQE DIREXION SHARES ETF TRUST $46.04万0.21%4,673 4,673— $46.04万 新建仓
GSUS GOLDMAN SACHS ETF TR $47.22万0.22%5,270 5,270— $47.22万 新建仓
JSML JANUS DETROIT STR TR $48.08万0.22%6,866 2,56159.5% $17.93万 加仓
CATH GLOBAL X FDS $55.34万0.25%7,081 -2,824-28.5% -$22.07万 减仓
PTL NORTHERN LTS FD TR IV $57.48万0.26%2,294 2,294— $57.48万 新建仓
TPLC TIMOTHY PLAN $58.45万0.27%12,587 -4,119-24.7% -$19.13万 减仓
TPIF TIMOTHY PLAN $58.53万0.27%16,241 16,241— $58.53万 新建仓
TPHD TIMOTHY PLAN $61.33万0.28%14,828 -4,826-24.6% -$19.96万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $100.15万0.46%20,107 20,107— $100.15万 新建仓
RLY SSGA ACTIVE ETF TR $100.21万0.46%27,722 27,722— $100.21万 新建仓
AGGY WISDOMTREE TR $101.26万0.46%23,305 23,305— $101.26万 新建仓
VTIP VANGUARD MALVERN FDS $102.56万0.47%20,533 20,533— $102.56万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $104.55万0.48%1,728 1,728— $104.55万 新建仓
SCHO SCHWAB STRATEGIC TR $107.81万0.49%44,420 1,5313.6% $3.72万 加仓
AMAT APPLIED MATLS INC $112.09万0.51%3,280 -5,347-62.0% -$182.73万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $113.09万0.52%4,005 1644.3% $4.63万 加仓
LNG CHENIERE ENERGY INC $115.26万0.53%4,062 4,062— $115.26万 新建仓
MTZ MASTEC INC $121.65万0.56%3,781 3,781— $121.65万 新建仓
JBL JABIL INC $122.38万0.56%4,607 4,607— $122.38万 新建仓
CNQ CANADIAN NAT RES LTD MED TER $126.88万0.58%26,037 26,037— $126.88万 新建仓
VRT VERTIV HOLDINGS CO $127.35万0.58%5,082 -459-8.3% -$11.50万 减仓
TRGP TARGA RES CORP $130.45万0.60%5,203 5,203— $130.45万 新建仓
LMT LOCKHEED MARTIN CORP $135.53万0.62%2,242 35518.8% $21.46万 加仓
OXY OCCIDENTAL PETE CORP $146.74万0.67%22,576 22,576— $146.74万 新建仓
FDX FEDEX CORP $147.49万0.67%4,141 4,141— $147.49万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $149.72万0.68%3,822 -436-10.2% -$17.08万 减仓
WDC WESTERN DIGITAL CORP $150.50万0.69%5,564 -1,591-22.2% -$43.03万 减仓
IYH ISHARES TR $155.92万0.71%25,295 -10,008-28.3% -$61.69万 减仓
XLY SELECT SECTOR SPDR TR $156.69万0.72%14,378 -4,627-24.3% -$50.43万 减仓
PKW INVESCO EXCHANGE TRADED FD T $157.64万0.72%12,011 -22,501-65.2% -$295.31万 重新持有
ODFL OLD DOMINION FREIGHT LINE IN $159.79万0.73%8,178 8,178— $159.79万 新建仓
LRCX LAM RESEARCH CORP $163.26万0.75%7,641 -928-10.8% -$19.83万 减仓
TER TERADYNE INC $167.57万0.77%5,652 280.5% $8,301 加仓