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Winning Points Advisors, LLC

趋势追踪型行业集中型集中型投资策略

申报总市值

US$7478.1万

申报季度: 2026-03-31 · 持股只数: 44

Winning Points Advisors, LLC在最新一期 13F 报告中披露了 44 项持股，申报期为 2026-03-31，总持股市值约为 US$7478.1万，季度换手率为 35.0%。

机构性格雪花图

集中度
70.84
持仓稳定性
34.98
动能／逆势
100
行业集中度
95.97
多样化
88
仓位均衡度
73.64

近期动向

  • 减仓 MCD

    -2.5%　-US$431.1万

  • 减仓 MSFT

    -0.7%　-US$420.1万

  • 减仓 AAPL

    -1.6%　-US$943.5万

  • 加仓 PG

    0.0%　US$32.5万

  • 加仓 STEW

    -0.7%　-US$12.1万

  • 加仓 WMT

    -0.3%　US$17.7万

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
1AAPLApple INC股票-科技40.07%-2.06%-1.59%
2BACBank Of America CORP股票-金融6.79%+0.48%-6.61%
3STEWSrh Total Return Fund INC股票-其他4.40%+0.75%-0.67%
4PGProcter & Gamble Co/the股票-非周期性消费3.99%+1.14%—
5JPMJpmorgan Chase & Co股票-金融3.78%+0.62%-0.32%
6MSFTMicrosoft CORP股票-科技3.77%-3.74%-0.68%
7IBRXImmunitybio INC股票-医疗保健2.99%+2.99%NEW
8WMTWalmart INC股票-非周期性消费2.59%+0.71%-0.28%
9SHWSherwin-williams Co/the股票-原材料2.31%+0.65%—
10ABBVAbbvie INC股票-医疗保健2.04%+0.36%-1.60%
11JNJJohnson & Johnson股票-医疗保健2.03%+0.64%—
12UPSUnited Parcel Service-cl B股票-工业1.98%+0.59%+1.56%
13VOOVanguard S&p 500 ETFETF-大型股与成长1.64%+0.34%—
14XOMExxon Mobil CORP股票-能源1.57%+0.21%-0.25%
15HDHome Depot INC股票-周期性消费1.46%+0.41%—
16MCDMcdonald's CORP股票-周期性消费1.27%-4.35%-2.53%
17WFCWells Fargo & Co股票-金融1.19%+0.26%-1.10%
18MGMMgm Resorts International股票-周期性消费1.13%+0.22%-1.20%
19ABTAbbott Laboratories股票-医疗保健1.09%+0.10%-1.07%
20PMPhilip Morris International股票-非周期性消费1.07%+0.30%-3.57%
21TGTTarget CORP股票-周期性消费0.98%+0.33%—
22BPBp Plc-spons Adr股票-能源0.97%+0.27%-0.14%
23BMYBristol-myers Squibb Co股票-医疗保健0.87%+0.25%-0.28%
24CVXChevron CORP股票-能源0.87%+0.36%+2.76%
25UBSUBS Group AG股票-金融0.84%+0.10%-0.14%
26MOAltria Group INC股票-非周期性消费0.76%+0.24%-0.32%
27MMM3m Co股票-工业0.72%+0.17%—
28RTXRtx CORP股票-工业0.71%+0.20%—
29KOCoca-cola Co/the股票-非周期性消费0.63%+0.19%—
30LOWLowe's Cos INC股票-周期性消费0.62%+0.20%—
31CALFPcr US Sm Cp Csh Cws Etf-usdETF-其他0.53%+0.53%NEW
32BRK-BBerkshire Hathaway Inc-cl B股票-其他0.49%-0.12%-12.75%
33RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.44%+0.11%-0.56%
34TRVTravelers Cos Inc/the股票-金融0.42%+0.09%-3.31%
35COSTCostco Wholesale CORP股票-非周期性消费0.38%+0.11%—
36NVDANvidia CORP股票-科技0.36%+0.08%—
37AXPAmerican Express Co股票-金融0.35%+0.05%—
38GOOGAlphabet Inc-cl C股票-通信服务0.34%+0.07%—
39LMTLockheed Martin CORP股票-工业0.31%+0.08%-22.37%
40PEPPepsico INC股票-非周期性消费0.28%+0.28%NEW
41BMOBank Of Montreal股票-金融0.27%+0.27%NEW
42IVVIshares Core S&p 500 ETFETF-大型股与成长0.27%+0.06%—
43DEODiageo Plc-sponsored Adr股票-非周期性消费0.27%+0.27%NEW
44XAODXAbrdn Total Dynamic Dividend股票-其他0.15%+0.04%—

本季持股变动

Winning Points Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Mufg Bank LTD (MUFG 4.1 09-09-23 144A); 新建仓: Immunitybio INC (IBRX); 清仓: Immunitybio INC; 新建仓: Pcr US Sm Cp Csh Cws Etf-usd (CALF); 清仓: Pacer US Small Cap Cash Cows 1.

Winning Points Advisors, 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
1PGProcter & Gamble Co/the+1.1%—不变
2STEWSrh Total Return Fund INC+0.8%-0.67%减仓
3WMTWalmart INC+0.7%-0.28%减仓
4SHWSherwin-williams Co/the+0.7%—不变
5JNJJohnson & Johnson+0.6%—不变
6JPMJpmorgan Chase & Co+0.6%-0.32%减仓
7UPSUnited Parcel Service-cl B+0.6%+1.56%加仓
8BACBank Of America CORP+0.5%-6.61%减仓
9HDHome Depot INC+0.4%—不变
10CVXChevron CORP+0.4%+2.76%加仓
11ABBVAbbvie INC+0.4%-1.60%减仓
12VOOVanguard S&p 500 ETF+0.3%—不变
13TGTTarget CORP+0.3%—不变
14PMPhilip Morris International+0.3%-3.57%减仓
15BPBp Plc-spons Adr+0.3%-0.14%减仓
16WFCWells Fargo & Co+0.3%-1.10%减仓
17BMYBristol-myers Squibb Co+0.3%-0.28%减仓
18MOAltria Group INC+0.2%-0.32%减仓
19MGMMgm Resorts International+0.2%-1.20%减仓
20XOMExxon Mobil CORP+0.2%-0.25%减仓
21LOWLowe's Cos INC+0.2%—不变
22RTXRtx CORP+0.2%—不变
23KOCoca-cola Co/the+0.2%—不变
24MMM3m Co+0.2%—不变
25COSTCostco Wholesale CORP+0.1%—不变
26RSPInvesco S&p 500 Equal Weight+0.1%-0.56%减仓
27ABTAbbott Laboratories+0.1%-1.07%减仓
28UBSUBS Group AG+0.1%-0.14%减仓
29TRVTravelers Cos Inc/the+0.1%-3.31%减仓
30LMTLockheed Martin CORP+0.1%-22.37%减仓
31NVDANvidia CORP+0.1%—不变
32GOOGAlphabet Inc-cl C+0.1%—不变
33IVVIshares Core S&p 500 ETF+0.1%—不变
34AXPAmerican Express Co+0.1%—不变
35XAODXAbrdn Total Dynamic Dividend0%—不变
36BRK-BBerkshire Hathaway Inc-cl B-0.1%-12.75%减仓
37AAPLApple INC-2.1%-1.59%减仓
38MSFTMicrosoft CORP-3.7%-0.68%减仓
39MCDMcdonald's CORP-4.4%-2.53%减仓
40MUFG 4.1 09-09-23 144AMufg Bank LTD—EXIT清仓
41IBRXImmunitybio INC—NEW新建仓
42✓ Immunitybio INC—EXIT清仓
43CALFPcr US Sm Cp Csh Cws Etf-usd—NEW新建仓
44✓ Pacer US Small Cap Cash Cows 1—EXIT清仓
45BLKCHFBlackrock INC—EXIT清仓
46PEPPepsico INC—NEW新建仓
47BMOBank Of Montreal—NEW新建仓
48DEODiageo Plc-sponsored Adr—NEW新建仓

FAQ

Winning Points Advisors, LLC 是什么机构？属于哪种投资人类型？
Winning Points Advisors, 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$7478.1万，分布在 44 个已申报仓位之中。
Winning Points Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Winning Points Advisors, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2996.5万 (40.1%) 2. Bank Of America CORP (BAC) — US$507.6万 (6.8%) 3. Srh Total Return Fund INC (STEW) — US$329.3万 (4.4%) 4. Procter & Gamble Co/the (PG) — US$298.7万 (4.0%) 5. Jpmorgan Chase & Co (JPM) — US$282.9万 (3.8%)
Winning Points Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Winning Points Advisors, LLC 共进行了 32 项显著调整：新建仓 5 个仓位、加仓 2 个既有持股、减仓 21 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Mufg Bank LTD (MUFG 4.1 09-09-23 144A); 新建仓: Immunitybio INC (IBRX); 清仓: Immunitybio INC; 新建仓: Pcr US Sm Cp Csh Cws Etf-usd (CALF); 清仓: Pacer US Small Cap Cash Cows 1
Winning Points Advisors, 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，Winning Points Advisors, LLC 的主要板块分布如下： • Information Technology: 52.5% • Financials: 15.0% • Consumer Staples: 10.6% • Health Care: 7.2% • Consumer Discretionary: 5.1% • Industrials: 3.6%