Win Advisors, INC — Q3 2025 13F 持股

Name: Win Advisors, INC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001897144

申报总市值

US$2.2亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHG	Schwab US Large-cap Growth	ETF-其他	10.99%	-4.43%	-11.10%
2	VUG	Vanguard Growth ETF	ETF-其他	9.63%	-3.93%	EXIT
3	IWY	Ishares Russell Top 200 Grow	ETF-其他	9.48%	+3.48%	+109.46%
4	SPMO	Invesco S&p 500 Momentum ETF	ETF-大型股与成长	7.87%	-1.23%	EXIT
5	PWB	Invesco Large Cap Growth ETF	ETF-大型股与成长	6.31%	+7.31%	NEW
6	VONG	Vanguard Russell 1000 Growth	ETF-其他	6.13%	-4.28%	EXIT
7	FDG	American Century Focused Dyn	ETF-其他	5.96%	-0.91%	EXIT
8	EPS	Wisdomtree US Large Cap Fund	ETF-大型股与成长	4.73%	—	+0.55%
9	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	4.37%	—	-2.78%
10	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	2.53%	-2.94%	EXIT
11	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	2.34%	-7.00%	EXIT
12	PKW	Invesco Buyback Achievers Et	ETF-其他	2.23%	—	—
13	QGRO	American Century US Quality	ETF-其他	2.21%	-1.96%	EXIT
14	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.44%	-6.77%	EXIT
15	SCHX	Schwab US Large-cap ETF	ETF-其他	1.32%	-0.75%	EXIT
16	QTEC	First Trust Nasdq 100 Tech I	ETF-科技型	1.24%	—	—
17	XLC	Ss Comm Select Sector Spdr	ETF-其他	1.22%	—	—
18	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.18%	+2.15%	—
19	XLF	Ss Financial Select Sector	ETF-其他	1.16%	—	-15.89%
20	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.04%	—	—
21	IWF	Ishares Russell 1000 Growth	ETF-其他	1.02%	—	—
22	IWL	Ishares Russell Top 200 ETF	ETF-其他	0.92%	-0.81%	EXIT
23	CGGR	Cap Group Growth Equity	ETF-其他	0.91%	-0.79%	EXIT
24	APH	Amphenol Corp-cl A	股票-科技	0.83%	-0.93%	EXIT
25	MU	Micron Technology INC	股票-科技	0.76%	-1.02%	EXIT
26	TPLC	Timothy Pln US Lrg/mid Cap	ETF-其他	0.75%	—	+57.90%
27	TER	Teradyne INC	股票-科技	0.60%	—	—
28	SCHO	Schwab Short-term US Treas	ETF-其他	0.56%	—	+46.39%
29	APTV	Aptiv PLC	股票-周期性消费	0.55%	—	—
30	AMAT	Applied Materials INC	股票-科技	0.54%	—	—
31	MSFT	Microsoft CORP	股票-科技	0.53%	—	—
32	CCI	Crown Castle INC	股票-房地产	0.52%	—	—
33	BX	Blackstone INC	股票-金融	0.52%	—	—
34	JSML	Janus Hender Sm Cap Grw Alph	ETF-其他	0.52%	—	+131.38%
35	MPWR	Monolithic Power Systems INC	股票-科技	0.51%	—	-19.89%
36	LEN	Lennar Corp-a	股票-周期性消费	0.46%	—	—
37	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	0.45%	+4.04%	NEW
38	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.44%	+3.72%	NEW
39	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.43%	—	+7.46%
40	AGZD	Wisdomtree Trust Wisdomtree	ETF-其他	0.42%	—	+5.78%
41	LDUR	Pimco Enhanced Low Duration	ETF-其他	0.42%	—	+8.49%
42	TPHD	Timothy Plan High Dvd Stck	ETF-其他	0.35%	—	-27.40%
43	NVDA	Nvidia CORP	股票-科技	0.29%	—	—
44	STX	Seagate Technology Holdings plc	股票-科技	0.25%	—	—
45	CRM	Salesforce INC	股票-科技	0.25%	—	—
46	ACLC	American Century Large Cap E	ETF-大型股与成长	0.24%	—	—
47	QGRW	Wisdomtree US Quality Growth	ETF-其他	0.24%	—	-0.22%
48	BLK	Blackrock INC	股票-金融	0.23%	—	—
49	CI	THE Cigna Group	股票-医疗保健	0.23%	—	—
50	GLW	Corning INC	股票-科技	0.23%	+0.89%	—

1–50 of 58

本季持股变动

Win Advisors, INC 于截至 Q3 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHG	Schwab US Large-cap Growth	+9%	-11.10%	加仓
2	SPMO	Invesco S&p 500 Momentum ETF	+6.5%	-15.00%	加仓
3	PWB	Invesco Large Cap Growth ETF	+4%	-14.66%	加仓
4	IVW	Ishares S&p 500 Growth ETF	+0.5%	-2.78%	减仓
5	BIL	Ss Spdr Bb 1-3m T-bill ETF	-3.5%	—	减仓
6	AGZD	Wisdomtree Trust Wisdomtree	-4%	+5.78%	减仓
7	QGRO	American Century US Quality	-4%	-68.61%	减仓
8	USMV	Ishares Msci USA Min Vol Fac	-4.1%	—	减仓
9	COWG	Pacer US Lrg Cap Cows Gr Ld	-5.8%	—	减仓
10	VUG	Vanguard Growth ETF	—	NEW	新建仓
11	IWY	Ishares Russell Top 200 Grow	—	NEW	新建仓
12	LGLV	Spdr US Lc Low Vol Idx	—	EXIT	清仓
13	VONG	Vanguard Russell 1000 Growth	—	NEW	新建仓
14	FDG	American Century Focused Dyn	—	NEW	新建仓
15	HEFA	Isha Curr Hedged Msci Eafe	—	EXIT	清仓
16	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清仓
17	DHS	Wisdomtree US High Dividend	—	EXIT	清仓
18	EPS	Wisdomtree US Large Cap Fund	—	NEW	新建仓
19	SPHQ	Invesco S&p 500 Quality ETF	—	EXIT	清仓
20	DLN	Wisdomtree US Largecap Divid	—	EXIT	清仓
21	IDLV	Invesco S&p International De	—	EXIT	清仓
22	MGK	Vanguard Mega Cap Growth ETF	—	NEW	新建仓
23	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	新建仓
24	PKW	Invesco Buyback Achievers Et	—	NEW	新建仓
25	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清仓
26	DGRW	Wisdomtree U.s. Quality Divi	—	EXIT	清仓
27	VDE	Vanguard Energy ETF	—	EXIT	清仓
28	KIE	Ss Spdr S&p Insurance ETF	—	EXIT	清仓
29	QUAL	Ishares Msci USA Quality Fac	—	EXIT	清仓
30	IUSG	Ishares Core S&p U.s. Growth	—	NEW	新建仓
31	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
32	FXL	First Trust Technology Alpha	—	EXIT	清仓
33	SCHX	Schwab US Large-cap ETF	—	NEW	新建仓
34	QEFA	Stsr Spd Msc Eaf Stgfs-us In	—	EXIT	清仓
35	OUSA	Alps Oshares US Quality Divi	—	EXIT	清仓
36	QTEC	First Trust Nasdq 100 Tech I	—	NEW	新建仓
37	XLC	Ss Comm Select Sector Spdr	—	NEW	新建仓
38	XLF	Ss Financial Select Sector	—	NEW	新建仓
39	FBCG	Fidelity Blue Chip Grow ETF	—	NEW	新建仓
40	FDL	First Trust Morn Dvd Lead In	—	EXIT	清仓
41	IWL	Ishares Russell Top 200 ETF	—	NEW	新建仓
42	CGGR	Cap Group Growth Equity	—	NEW	新建仓
43	LRGF	Ishares US Equity Factor ETF	—	EXIT	清仓
44	JMOM	Jpmorgan US Momentum Factor	—	EXIT	清仓
45	APH	Amphenol Corp-cl A	—	NEW	新建仓
46	MU	Micron Technology INC	—	NEW	新建仓
47	TER	Teradyne INC	—	NEW	新建仓
48	AMAT	Applied Materials INC	—	NEW	新建仓
49	MSFT	Microsoft CORP	—	NEW	新建仓
50	CCI	Crown Castle INC	—	NEW	新建仓