Winch Advisory Services, LLC
Appleton WI · SEC CIK 0001585822
$4.38亿2026Q1 申报市值
530持仓数
58.5%前十大占比 · 第一大 10.8%
22 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$58.05万
SPY 加仓+$52.48万
CGMS 加仓+$21.44万
GBIL 加仓+$20.44万
VCIT 加仓+$18.66万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$50.11万
AAPL 减仓-$37.36万
MRVL 减仓-$37.04万
NVDA 减仓-$35.86万
AAAU 减仓-$15.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | BYD CO LTD SHS H | $1,643 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1,676 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $1,677 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $1,702 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $1,766 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPON ADR | $1,766 | 0.00% | 12 | 1 | 9.1% | $147 | 加仓 |
| MTW | MANITOWOC COMPANY INC | $1,771 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | PANASONIC HOLDINGS CORP ADR | $1,780 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,824 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EZA | ISHARES MSCI SOUTH AFRICA ETF | $1,898 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYSTEMS CORP DEL | $1,903 | 0.00% | 1,012 | 517 | 104.4% | $972 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC CL A | $1,911 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,945 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UNION CO | $2,073 | 0.00% | 237 | 6 | 2.6% | $52 | 加仓 |
| VOD | VODAFONE GROUP PLC NEW SPON ADR NO PAR | $2,093 | 0.00% | 139 | 2 | 1.5% | $30 | 加仓 |
| DASH | DOORDASH INC CL A | $2,102 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPON ADR | $2,147 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CALF | PACER U S SMALL CAP CASH COWS ETF | $2,154 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $2,168 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | $2,177 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,195 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TEAM INC | $2,232 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICROCAP ETF | $2,235 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $2,246 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,261 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $2,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A | $2,371 | 0.00% | 19 | 19 | — | $2,371 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,416 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $2,423 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REPSTG ORD SHS CL A | $2,451 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC PAR VALUE $0.00001 | $2,466 | 0.00% | 127 | 127 | — | $2,466 | 新建仓 |
| DHR | DANAHER CORP | $2,509 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $2,548 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2,562 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC CL A | $2,703 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S TARGET VALUE ETF | $2,749 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MKC | MC CORMICK & CO INC NON VOTING | $2,875 | 0.00% | 57 | -58 | -50.4% | -$2,925 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $2,965 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $3,039 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC CL A | $3,099 | 0.00% | 40 | 40 | — | $3,099 | 新建仓 |
| — | KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | $3,102 | 0.00% | 308 | 1 | 0.3% | $10 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,114 | 0.00% | 45 | 1 | 2.3% | $69 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $3,153 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3,162 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCZ | SEA LTD ADR | $3,312 | 0.00% | 40 | 25 | 166.7% | $2,070 | 加仓 |
| SHOP | SHOPIFY INC CL A | $3,440 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BGS | B&G FOODS INC | $3,479 | 0.00% | 723 | 29 | 4.2% | $140 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $3,514 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $3,547 | 0.00% | 50 | 1 | 2.0% | $71 | 加仓 |
| — | XIAOMI CORP CL B | $3,569 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD UNSPON ADR | $3,616 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| COWZ | PACER U S CASH COWS 100 ETF | $3,628 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $3,658 | 0.00% | 104 | 1 | 1.0% | $35 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $3,678 | 0.00% | 53 | -101 | -65.6% | -$7,009 | 减仓 |
| RGR | STURM RUGER & CO INC | $3,785 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,811 | 0.00% | 21 | -31 | -59.6% | -$5,626 | 减仓 |
| CCL | CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | $3,952 | 0.00% | 153 | 1 | 0.7% | $26 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3,956 | 0.00% | 78 | 1 | 1.3% | $51 | 加仓 |
| SNPS | SYNOPSYS INC | $3,965 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $3,968 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3,989 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $4,022 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC CL A | $4,065 | 0.00% | 127 | -21 | -14.2% | -$672 | 减仓 |
| AZN | ASTRAZENECA PLC | $4,142 | 0.00% | 21 | -1 | -4.5% | -$197 | 减仓 |
| ECL | ECOLAB INC | $4,163 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | ZION OIL & GAS INC | $4,164 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $4,249 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC PAR $0.001 | $4,257 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $4,286 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $4,345 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $4,350 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $4,652 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $4,667 | 0.00% | 326 | 5 | 1.6% | $72 | 加仓 |
| SCHB | SCHWAB U S DIVIDEND EQUITY ETF | $4,775 | 0.00% | 156 | 9 | 6.1% | $275 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $5,094 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $5,180 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB CHARLES CORP | $5,361 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $5,405 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $5,441 | 0.00% | 47 | 47 | — | $5,441 | 新建仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $5,458 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $5,582 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $5,668 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $5,928 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5,961 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $5,985 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HOLDINGS INC | $6,009 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | $6,017 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | TENCENT HOLDINGS LTD UNSPON ADR | $6,095 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CL A | $6,314 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | $6,366 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $6,396 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $6,551 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SCHW | ISHARES MSCI EAFE SMALL CAP ETF | $6,586 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $6,841 | 0.00% | 144 | 1 | 0.7% | $48 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6,850 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH STRATEGIC METALS ETF | $6,879 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $6,976 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $7,342 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $7,612 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC SUB VOTING SHARES | $7,731 | 0.00% | 185 | 0 | 0.0% | — | 不变 |