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Windle Wealth, LLC

趋势追踪型高品质投资策略分散型投资策略

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 32

Windle Wealth, LLC在最新一期 13F 报告中披露了 32 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 11.9%。

机构性格雪花图

集中度
15.86
持仓稳定性
11.91
动能／逆势
100
行业集中度
36.67
多样化
64
仓位均衡度
94.73

近期动向

  • 加仓 XOM

    -2.7%　US$332.0万

  • 加仓 CVX

    -2.3%　US$269.9万

  • 减仓 MSFT

    +14.2%　-US$135.7万

  • 减仓 NVDA

    0.0%　-US$99.5万

  • 加仓 T

    +5.2%　US$182.9万

  • 加仓 VZ

    -0.5%　US$180.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

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4Q Trend
1NVDANvidia CORP股票-科技6.06%-0.81%—
2XOMExxon Mobil CORP股票-能源5.18%+1.18%-2.73%
3JNJJohnson & Johnson股票-医疗保健4.65%+0.43%-1.08%
4AAPLApple INC股票-科技4.65%-0.46%+3.28%
5CVXChevron CORP股票-能源4.64%+0.93%-2.34%
6WELLWelltower INC股票-房地产4.53%+0.09%+1.58%
7TAt&t INC股票-通信服务4.17%+0.57%+5.20%
8VZVerizon Communications INC股票-通信服务4.14%+0.56%-0.55%
9EDConsolidated Edison INC股票-公用事业4.05%+0.38%+2.64%
10MSFTMicrosoft CORP股票-科技3.99%-0.85%+14.23%
11KOCoca-cola Co/the股票-非周期性消费3.97%+0.13%+0.79%
12MOAltria Group INC股票-非周期性消费3.96%+0.42%+3.79%
13ABBVAbbvie INC股票-医疗保健3.93%-0.30%+3.54%
14AVGOBroadcom INC股票-科技3.93%-0.39%+7.85%
15SOSouthern Co/the股票-公用事业3.89%+0.34%+4.84%
16MCDMcdonald's CORP股票-周期性消费3.64%-0.01%+4.01%
17ITWIllinois Tool Works股票-工业3.48%+0.06%+1.90%
18PEPPepsico INC股票-非周期性消费3.46%+0.10%+0.74%
19PGProcter & Gamble Co/the股票-非周期性消费3.39%-0.43%-6.52%
20ORealty Income CORP股票-房地产3.38%+0.14%+2.06%
21MMM3m Co股票-工业3.35%-0.39%+4.72%
22TROWT Rowe Price Group INC股票-金融3.15%-0.04%+18.95%
23GOOGAlphabet Inc-cl C股票-通信服务3.14%-0.50%+0.10%
24ULUnilever Plc-sponsored Adr股票-非周期性消费3.03%-0.52%+3.84%
25AMZNAmazon.com INC股票-周期性消费1.14%-0.19%+0.09%
26COINCoinbase Global INC -class A股票-金融0.89%-0.08%+26.66%
27MELIMercadolibre INC股票-周期性消费0.66%-0.15%—
28HDHome Depot INC股票-周期性消费0.37%-0.04%+0.97%
29PANWPalo Alto Networks INC股票-科技0.36%-0.08%—
30TSMTaiwan Semiconductor-sp Adr股票-科技0.34%+0.22%+166.67%
31TSLATesla INC股票-周期性消费0.28%-0.07%+2.36%
32GOOGLAlphabet Inc-cl A股票-通信服务0.20%-0.03%+0.06%

本季持股变动

Windle Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Unitedhealth Group INC (UNH); 清仓: The Magnum Ice Cream Company N. (MICC); 减仓: Exxon Mobil CORP (XOM) — 股数 -2.73%; 减仓: Chevron CORP (CVX) — 股数 -2.34%; 加仓: Microsoft CORP (MSFT) — 股数 +14.23%.

Windle Wealth, LLC 于截至 2026-03-31 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
1XOMExxon Mobil CORP+1.2%-2.73%减仓
2CVXChevron CORP+0.9%-2.34%减仓
3TAt&t INC+0.6%+5.20%加仓
4VZVerizon Communications INC+0.6%-0.55%减仓
5JNJJohnson & Johnson+0.4%-1.08%减仓
6MOAltria Group INC+0.4%+3.79%加仓
7EDConsolidated Edison INC+0.4%+2.64%加仓
8SOSouthern Co/the+0.3%+4.84%加仓
9TSMTaiwan Semiconductor-sp Adr+0.2%+166.67%加仓
10ORealty Income CORP+0.1%+2.06%加仓
11KOCoca-cola Co/the+0.1%+0.79%加仓
12PEPPepsico INC+0.1%+0.74%加仓
13WELLWelltower INC+0.1%+1.58%加仓
14ITWIllinois Tool Works+0.1%+1.90%加仓
15MCDMcdonald's CORP0%+4.01%加仓
16GOOGLAlphabet Inc-cl A0%+0.06%加仓
17TROWT Rowe Price Group INC0%+18.95%加仓
18HDHome Depot INC0%+0.97%加仓
19TSLATesla INC-0.1%+2.36%加仓
20PANWPalo Alto Networks INC-0.1%—不变
21COINCoinbase Global INC -class A-0.1%+26.66%加仓
22MELIMercadolibre INC-0.2%—不变
23AMZNAmazon.com INC-0.2%+0.09%加仓
24ABBVAbbvie INC-0.3%+3.54%加仓
25MMM3m Co-0.4%+4.72%加仓
26AVGOBroadcom INC-0.4%+7.85%加仓
27PGProcter & Gamble Co/the-0.4%-6.52%减仓
28AAPLApple INC-0.5%+3.28%加仓
29GOOGAlphabet Inc-cl C-0.5%+0.10%加仓
30ULUnilever Plc-sponsored Adr-0.5%+3.84%加仓
31NVDANvidia CORP-0.8%—不变
32MSFTMicrosoft CORP-0.9%+14.23%加仓
33UNHUnitedhealth Group INC—EXIT清仓
34MICCThe Magnum Ice Cream Company N.—EXIT清仓

FAQ

Windle Wealth, LLC 是什么机构？属于哪种投资人类型？
Windle Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 32 个已申报仓位之中。
Windle Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Windle Wealth, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1433.7万 (6.1%) 2. Exxon Mobil CORP (XOM) — US$1225.7万 (5.2%) 3. Johnson & Johnson (JNJ) — US$1100.2万 (4.7%) 4. Apple INC (AAPL) — US$1099.9万 (4.7%) 5. Chevron CORP (CVX) — US$1098.3万 (4.6%)
Windle Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Windle Wealth, LLC 共进行了 31 项显著调整：新建仓 0 个仓位、加仓 24 个既有持股、减仓 5 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Unitedhealth Group INC (UNH); 清仓: The Magnum Ice Cream Company N. (MICC); 减仓: Exxon Mobil CORP (XOM) — 股数 -2.73%; 减仓: Chevron CORP (CVX) — 股数 -2.34%; 加仓: Microsoft CORP (MSFT) — 股数 +14.23%
Windle Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Windle Wealth, LLC 的主要板块分布如下： • Information Technology: 19.3% • Consumer Staples: 17.8% • Communication Services: 11.7% • Energy: 9.8% • Health Care: 8.6% • Utilities: 7.9%