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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| MLRG | ISHARES TR | $1,486.17万 | 6.80% | 165,387 | 165,387 | — | $1,486.17万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $1,454.58万 | 6.65% | 469,067 | 469,067 | — | $1,454.58万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,146.38万 | 5.24% | 269,483 | 269,483 | — | $1,146.38万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $1,094.87万 | 5.01% | 55,549 | 42,553 | 327.4% | $838.72万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $982.12万 | 4.49% | 78,689 | 78,689 | — | $982.12万 | 新建仓 |
| GAL | SSGA ACTIVE ETF TR | $900.47万 | 4.12% | 181,914 | 181,914 | — | $900.47万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $883.52万 | 4.04% | 96,539 | 86,386 | 850.8% | $790.60万 | 重新持有 |
| EPS | WISDOMTREE TR | $875.68万 | 4.01% | 128,568 | -14,856 | -10.4% | -$101.18万 | 减仓 |
| DHS | WISDOMTREE TR | $829.77万 | 3.80% | 75,972 | 75,972 | — | $829.77万 | 新建仓 |
| USMV | ISHARES TR | $812.52万 | 3.72% | 87,613 | 78,163 | 827.1% | $724.88万 | 重新持有 |
| IWY | ISHARES TR | $803.58万 | 3.68% | 32,293 | 30,619 | 1,829.1% | $761.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $619.09万 | 2.83% | 201,790 | 201,790 | — | $619.09万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $504.45万 | 2.31% | 55,047 | 51,026 | 1,269.0% | $467.60万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $390.90万 | 1.79% | 25,359 | -65,497 | -72.1% | -$1,009.60万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $366.34万 | 1.68% | 127,600 | 127,600 | — | $366.34万 | 新建仓 |
| MTUM | ISHARES TR | $312.30万 | 1.43% | 13,013 | 13,013 | — | $312.30万 | 新建仓 |
| GEV | GE VERNOVA INC | $305.43万 | 1.40% | 3,499 | 3,499 | — | $305.43万 | 新建仓 |
| GLW | CORNING INC | $300.36万 | 1.37% | 22,090 | 9,249 | 72.0% | $125.76万 | 加仓 |
| CIEN | CIENA CORP | $275.60万 | 1.26% | 7,099 | 7,099 | — | $275.60万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $259.90万 | 1.19% | 44,216 | 44,216 | — | $259.90万 | 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 |
| DYNF | BLACKROCK ETF TRUST | $225.62万 | 1.03% | 38,779 | 38,779 | — | $225.62万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $223.95万 | 1.02% | 76,879 | -316,569 | -80.5% | -$922.17万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $209.51万 | 0.96% | 26,767 | 26,767 | — | $209.51万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $179.65万 | 0.82% | 35,364 | 35,364 | — | $179.65万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $174.93万 | 0.80% | 21,338 | 21,338 | — | $174.93万 | 新建仓 |
| HEFA | ISHARES TR | $170.99万 | 0.78% | 40,237 | 40,237 | — | $170.99万 | 新建仓 |
| TER | TERADYNE INC | $167.57万 | 0.77% | 5,652 | 28 | 0.5% | $8,301 | 加仓 |
| LRCX | LAM RESEARCH CORP | $163.26万 | 0.75% | 7,641 | -928 | -10.8% | -$19.83万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $159.79万 | 0.73% | 8,178 | 8,178 | — | $159.79万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $157.64万 | 0.72% | 12,011 | -22,501 | -65.2% | -$295.31万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $156.69万 | 0.72% | 14,378 | -4,627 | -24.3% | -$50.43万 | 减仓 |
| IYH | ISHARES TR | $155.92万 | 0.71% | 25,295 | -10,008 | -28.3% | -$61.69万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $150.50万 | 0.69% | 5,564 | -1,591 | -22.2% | -$43.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $149.72万 | 0.68% | 3,822 | -436 | -10.2% | -$17.08万 | 减仓 |
| FDX | FEDEX CORP | $147.49万 | 0.67% | 4,141 | 4,141 | — | $147.49万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $146.74万 | 0.67% | 22,576 | 22,576 | — | $146.74万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $135.53万 | 0.62% | 2,242 | 355 | 18.8% | $21.46万 | 加仓 |
| TRGP | TARGA RES CORP | $130.45万 | 0.60% | 5,203 | 5,203 | — | $130.45万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $127.35万 | 0.58% | 5,082 | -459 | -8.3% | -$11.50万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $126.88万 | 0.58% | 26,037 | 26,037 | — | $126.88万 | 新建仓 |
| JBL | JABIL INC | $122.38万 | 0.56% | 4,607 | 4,607 | — | $122.38万 | 新建仓 |
| MTZ | MASTEC INC | $121.65万 | 0.56% | 3,781 | 3,781 | — | $121.65万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $115.26万 | 0.53% | 4,062 | 4,062 | — | $115.26万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $113.09万 | 0.52% | 4,005 | 164 | 4.3% | $4.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $112.09万 | 0.51% | 3,280 | -5,347 | -62.0% | -$182.73万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $107.81万 | 0.49% | 44,420 | 1,531 | 3.6% | $3.72万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $104.55万 | 0.48% | 1,728 | 1,728 | — | $104.55万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $102.56万 | 0.47% | 20,533 | 20,533 | — | $102.56万 | 新建仓 |
| AGGY | WISDOMTREE TR | $101.26万 | 0.46% | 23,305 | 23,305 | — | $101.26万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $100.21万 | 0.46% | 27,722 | 27,722 | — | $100.21万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $100.15万 | 0.46% | 20,107 | 20,107 | — | $100.15万 | 新建仓 |
| TPHD | TIMOTHY PLAN | $61.33万 | 0.28% | 14,828 | -4,826 | -24.6% | -$19.96万 | 减仓 |
| TPIF | TIMOTHY PLAN | $58.53万 | 0.27% | 16,241 | 16,241 | — | $58.53万 | 新建仓 |
| TPLC | TIMOTHY PLAN | $58.45万 | 0.27% | 12,587 | -4,119 | -24.7% | -$19.13万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $57.48万 | 0.26% | 2,294 | 2,294 | — | $57.48万 | 新建仓 |
| CATH | GLOBAL X FDS | $55.34万 | 0.25% | 7,081 | -2,824 | -28.5% | -$22.07万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $48.08万 | 0.22% | 6,866 | 2,561 | 59.5% | $17.93万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $47.22万 | 0.22% | 5,270 | 5,270 | — | $47.22万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $46.04万 | 0.21% | 4,673 | 4,673 | — | $46.04万 | 新建仓 |
| USXF | ISHARES TR | $45.94万 | 0.21% | 8,323 | 8,323 | — | $45.94万 | 新建仓 |
| QLTY | GMO ETF TRUST | $45.34万 | 0.21% | 12,532 | 12,532 | — | $45.34万 | 新建仓 |
| SUSA | ISHARES TR | $44.45万 | 0.20% | 3,365 | -40 | -1.2% | -$5,284 | 减仓 |
| SUSL | ISHARES TR | $42.88万 | 0.20% | 3,775 | 3,775 | — | $42.88万 | 新建仓 |
| COWG | PACER FDS TR | $42.32万 | 0.19% | 12,543 | -538 | -4.1% | -$1.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.80万 | 0.15% | 1,537 | 1,537 | — | $31.80万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $29.38万 | 0.13% | 418 | 418 | — | $29.38万 | 新建仓 |
| SNDK | SANDISK CORP | $26.81万 | 0.12% | 422 | 422 | — | $26.81万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.26万 | 0.12% | 2,003 | 2,003 | — | $26.26万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $25.00万 | 0.11% | 4,987 | 4,987 | — | $25.00万 | 新建仓 |
| HAL | HALLIBURTON CO | $24.66万 | 0.11% | 6,324 | 6,324 | — | $24.66万 | 新建仓 |
| INTC | INTEL CORP | $24.58万 | 0.11% | 5,570 | 5,570 | — | $24.58万 | 新建仓 |
| CAT | CATERPILLAR INC | $24.09万 | 0.11% | 340 | 340 | — | $24.09万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $23.99万 | 0.11% | 971 | 971 | — | $23.99万 | 新建仓 |
| PCAR | PACCAR INC | $23.86万 | 0.11% | 2,066 | 2,066 | — | $23.86万 | 新建仓 |
| WWD | WOODWARD INC | $23.73万 | 0.11% | 663 | 663 | — | $23.73万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.76万 | 0.10% | 1,387 | 1,387 | — | $22.76万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -94,933 | -100.0% | -$1,594.31万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -505,315 | -100.0% | -$920.68万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -99,859 | -100.0% | -$893.04万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -36,544 | -100.0% | -$725.84万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -16,756 | -100.0% | -$691.63万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -98,799 | -100.0% | -$463.56万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GARP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,493 | -100.0% | -$309.43万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -50,907 | -100.0% | -$301.77万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -16,210 | -100.0% | -$219.06万 | 清仓 |
| FDG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -16,870 | -100.0% | -$213.99万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,672 | -100.0% | -$201.43万 | 清仓 |
| IWL | ISHARES TR | $0 | 0.00% | 0 | -11,217 | -100.0% | -$191.40万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -41,773 | -100.0% | -$185.77万 | 清仓 |