CIK: 0001963452
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%。
Windle Wealth, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.040——换算下来相当于约 25 个等权重仓位，与其实际披露的 32 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.53），显示该机构在资金配置上采取较有纪律、规则化的方式。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 3.0 个百分点）——这种模式较符合动量追涨的操作风格。
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 6.06% | -0.81% | — | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.18% | +1.18% | -2.73% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.65% | +0.43% | -1.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.65% | -0.46% | +3.28% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 4.64% | +0.93% | -2.34% | |
| 6 | WELL | Welltower INC | 股票-房地产 | 4.53% | +0.09% | +1.58% | |
| 7 | T | At&t INC | 股票-通信服务 | 4.17% | +0.57% | +5.20% | |
| 8 | VZ | Verizon Communications INC | 股票-通信服务 | 4.14% | +0.56% | -0.55% | |
| 9 | ED | Consolidated Edison INC | 股票-公用事业 | 4.05% | +0.38% | +2.64% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.85% | +14.23% | |
| 11 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.97% | +0.13% | +0.79% | |
| 12 | MO | Altria Group INC | 股票-非周期性消费 | 3.96% | +0.42% | +3.79% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 3.93% | -0.30% | +3.54% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 3.93% | -0.39% | +7.85% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 3.89% | +0.34% | +4.84% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.64% | -0.01% | +4.01% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 3.48% | +0.06% | +1.90% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 3.46% | +0.10% | +0.74% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.39% | -0.43% | -6.52% | |
| 20 | O | Realty Income CORP | 股票-房地产 | 3.38% | +0.14% | +2.06% | |
| 21 | MMM | 3m Co | 股票-工业 | 3.35% | -0.39% | +4.72% | |
| 22 | TROW | T Rowe Price Group INC | 股票-金融 | 3.15% | -0.04% | +18.95% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | -0.50% | +0.10% | |
| 24 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 3.03% | -0.52% | +3.84% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | -0.19% | +0.09% | |
| 26 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.89% | -0.08% | +26.66% | |
| 27 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.66% | -0.15% | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.37% | -0.04% | +0.97% | |
| 29 | PANW | Palo Alto Networks INC | 股票-科技 | 0.36% | -0.08% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | +0.22% | +166.67% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.28% | -0.07% | +2.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | -0.03% | +0.06% |
Q3 2026表现
+1.4%
近4个季度表现
+18.3%
基于可获取价格的持仓（占申报价值的76%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 32 | US$2.4亿 | 12 | |
| 2025-12-31 | 34 | US$2.2亿 | 13 | |
| 2025-09-30 | 33 | US$2.2亿 | 15 | |
| 2025-06-30 | 33 | US$2.0亿 | 0 | |
| 2025-03-31 | 31 | US$1.9亿 | 0 | |
| 2024-12-31 | 32 | US$1.8亿 | 0 | |
| 2024-09-30 | 32 | US$1.8亿 | 0 | |
| 2024-06-30 | 29 | US$1.6亿 | 0 | |
| 2024-03-31 | 29 | US$1.6亿 | 0 | |
| 2023-12-31 | 28 | US$1.4亿 | 0 | |
| 2023-09-30 | 28 | US$1.3亿 | 0 | |
| 2023-06-30 | 29 | US$1.4亿 | 0 | |
| 2023-03-31 | 29 | US$1.3亿 | 0 | |
| 2022-12-31 | 28 | US$1.3亿 | 0 |
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%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -2.73% | 减仓 |
| 2 | CVX | Chevron CORP | +0.9% | -2.34% | 减仓 |
| 3 | T | At&t INC | +0.6% | +5.20% | 加仓 |
| 4 | VZ | Verizon Communications INC | +0.6% | -0.55% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.08% | 减仓 |
| 6 | MO | Altria Group INC | +0.4% | +3.79% | 加仓 |
| 7 | ED | Consolidated Edison INC | +0.4% | +2.64% | 加仓 |
| 8 | SO | Southern Co/the | +0.3% | +4.84% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +166.67% | 加仓 |
| 10 | O | Realty Income CORP | +0.1% | +2.06% | 加仓 |
| 11 | KO | Coca-cola Co/the | +0.1% | +0.79% | 加仓 |
| 12 | PEP | Pepsico INC | +0.1% | +0.74% | 加仓 |
| 13 | WELL | Welltower INC | +0.1% | +1.58% | 加仓 |
| 14 | ITW | Illinois Tool Works | +0.1% | +1.90% | 加仓 |
| 15 | MCD | Mcdonald's CORP | 0% | +4.01% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +0.06% | 加仓 |
| 17 | TROW | T Rowe Price Group INC | 0% | +18.95% | 加仓 |
| 18 | HD | Home Depot INC | 0% | +0.97% | 加仓 |
| 19 | TSLA | Tesla INC | -0.1% | +2.36% | 加仓 |
| 20 | PANW | Palo Alto Networks INC | -0.1% | — | 不变 |
| 21 | COIN | Coinbase Global INC -class A | -0.1% | +26.66% | 加仓 |
| 22 | MELI | Mercadolibre INC | -0.2% | — | 不变 |
| 23 | AMZN | Amazon.com INC | -0.2% | +0.09% | 加仓 |
| 24 | ABBV | Abbvie INC | -0.3% | +3.54% | 加仓 |
| 25 | MMM | 3m Co | -0.4% | +4.72% | 加仓 |
| 26 | AVGO | Broadcom INC | -0.4% | +7.85% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -6.52% | 减仓 |
| 28 | AAPL | Apple INC | -0.5% | +3.28% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | -0.5% | +0.10% | 加仓 |
| 30 | UL | Unilever Plc-sponsored Adr | -0.5% | +3.84% | 加仓 |
| 31 | NVDA | Nvidia CORP | -0.8% | — | 不变 |
| 32 | MSFT | Microsoft CORP | -0.9% | +14.23% | 加仓 |
| 33 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 34 | MICC | The Magnum Ice Cream Company N. | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-08 | 13F-HR | 在 EDGAR 上查看 |
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