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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -19,343 | -100.0% | -$154.49万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,413 | -100.0% | -$151.83万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -5,482 | -100.0% | -$125.49万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -5,873 | -100.0% | -$109.53万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,629 | -100.0% | -$92.26万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -42,535 | -100.0% | -$91.11万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -10,916 | -100.0% | -$90.41万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -17,653 | -100.0% | -$90.21万 | 清仓 |
| AOK | ISHARES TR | $0 | 0.00% | 0 | -22,281 | -100.0% | -$89.41万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -17,673 | -100.0% | -$89.18万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,521 | -100.0% | -$88.14万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -34,563 | -100.0% | -$87.51万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -3,941 | -100.0% | -$86.45万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -2,697 | -100.0% | -$79.88万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,485 | -100.0% | -$46.32万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -982 | -100.0% | -$21.58万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,922 | -100.0% | -$21.16万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -717 | -100.0% | -$20.80万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,447 | -100.0% | -$20.31万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -615 | -100.0% | -$20.31万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -244 | -100.0% | -$20.02万 | 清仓 |