Winning Points Advisors, LLC
CIK 1793399 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $75.9M
- 持仓
- 42
- 截至
- 2026年6月30日
按 13F 价值排名第 8529（共 9443） · 前 90.3%
投资组合价值同比（季度）：-24.0% 13F不披露现金
- 前十大持仓权重
- 75.36%
- 前二十五大持仓权重
- 92.88%
- 持仓高于 1%
- 19
- 有效持仓数量
- 4.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.67% 估计买入 $1468105 · 卖出 $2215628
- 新仓位
- 4
- 增加
- 7
- 减少
- 13
- 已结清
- 4
本页内容
行业细分
Technology
47.4%
Financials
13.1%
Healthcare
8.8%
Retail
5.6%
Consumer products
3.6%
Energy
3.0%
Consumer Staples
2.5%
Materials
2.2%
Logistics & Transportation
1.8%
Industrials
1.6%
Financial Services
1.4%
Consumer Discretionary
1.1%
Communications
0.4%
Communication Services
0.4%
其他/未映射
7.3%
完整投资组合 42 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $32884667 | 43.34% | 159304 | $-7290801 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $5763633 | 7.60% | 166152 | $-2104700 | 上涨 ×1 | ||
| STEW SRH Total Return Fund, Inc. Common Stock | $3079962 | 4.06% | 172065 | $-34341 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2867738 | 3.78% | 20661 | $-3307876 | 下跌 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2724278 | 3.59% | 18578 | $40872 | |||
| MSFT Microsoft Corporation - Common Stock | $2545769 | 3.36% | 14475 | $-2865821 | 下跌 ×2 | ||
| IBRX ImmunityBio, Inc. - Common Stock | $2287314 | 3.01% | 726258 | $-3029991 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1785158 | 2.35% | 15762 | $-173085 | 上涨 ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1652736 | 2.18% | 4800 | $114096 | |||
| ABBV AbbVie Inc. Common Stock | $1586439 | 2.09% | 6304 | $111987 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1563185 | 2.06% | 6155 | $32013 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1360854 | 1.79% | 13659 | $12083 | 下跌 ×1 | ||
| VOO | $1327613 | 1.75% | 1933 | $172541 | |||
| XOM Exxon Mobil Corporation Common Stock | $1054111 | 1.39% | 15310 | $-1514310 | 下跌 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1019598 | 1.34% | 2891 | $78644 | 上涨 ×1 | ||
| TGT Target Corporation Common Stock | $816574 | 1.08% | 6252 | $58832 | |||
| MCD McDonald's Corporation Common Stock | $799307 | 1.05% | 3957 | $-396620 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $786778 | 1.04% | 4349 | $67714 | |||
| UBS UBS Group AG Registered Ordinary Shares | $777497 | 1.02% | 30688 | $-790309 | 下跌 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $727728 | 0.96% | 35906 | $-2154868 | |||
| BP BP p.l.c. Common Stock | $693322 | 0.91% | 18764 | $-197150 | 下跌 ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $621028 | 0.82% | 10778 | $-32658 | |||
| ABT Abbott Laboratories Common Stock | $607141 | 0.80% | 6691 | $-79824 | |||
| MO Altria Group, Inc. | $591794 | 0.78% | 8225 | $39320 | 下跌 ×2 | ||
| CVX Chevron Corporation Common Stock | $540543 | 0.71% | 5261 | $-534006 | 下跌 ×1 | ||
| MMM 3M Company Common Stock | $523293 | 0.69% | 3232 | $53910 | |||
| RTX RTX Corporation Common Stock | $493298 | 0.65% | 2600 | $-8242 | |||
| KO Coca-Cola Company (The) Common Stock | $480956 | 0.63% | 5918 | $30892 | |||
| CALF | $430640 | 0.57% | 8509 | $48841 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339334 | 0.45% | 1539 | $-49110 | 下跌 ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $337053 | 0.44% | 1021 | $39248 | |||
| RSP | $333512 | 0.44% | 1567 | $25228 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $287542 | 0.38% | 2448 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $286502 | 0.38% | 811 | $53915 | |||
| NVDA NVIDIA Corporation - Common Stock | $280277 | 0.37% | 1401 | $36079 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $269746 | 0.36% | 288 | $-17515 | |||
| TXN Texas Instruments Incorporated - Common Stock | $268263 | 0.35% | 900 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $253688 | 0.33% | 750 | $26828 | |||
| IVV | $250583 | 0.33% | 335 | $32015 | |||
| BMO Bank Of Montreal Common Stock | $247380 | 0.33% | 1400 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $212980 | 0.28% | 200 | 上涨 ×1 | |||
| AOD abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $109802 | 0.14% | 10650 | $11715 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。