Winch Advisory Services, LLC
Appleton WI · SEC CIK 0001585822
$4.81亿2026Q2 申报市值
566持仓数
57.6%前十大占比 · 第一大 11.3%
51 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$77.78万
VCIT 加仓+$47.02万
SPY 加仓+$33.91万
VGSH 加仓+$33.16万
CGMS 加仓+$30.74万
2026Q2 卖出最多 按季末市值估算
ORCL 减仓-$248.45万
HONEYWELL INTL I 清仓-$163.18万
NVDA 减仓-$99.00万
HONEYWELL INTL I 重新持有-$84.52万
SHV 减仓-$81.05万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UNM | UNUM GROUP | $1,667 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL INC | $1,667 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| EZA | ISHARES MSCI SOUTH AFRICA ETF | $1,769 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,782 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPON ADR | $1,822 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW SPON ADR NO PAR | $1,842 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,844 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,863 | 0.00% | 15 | -45 | -75.0% | -$5,589 | 减仓 |
| WU | WESTERN UNION CO | $1,884 | 0.00% | 245 | 8 | 3.4% | $62 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,946 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $2,016 | 0.00% | 50 | 1 | 2.0% | $40 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,034 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC COMPANY INC | $2,111 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $2,116 | 0.00% | 12 | 12 | — | $2,116 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC CL A | $2,203 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $2,218 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $2,221 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,228 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOUIS VUITTON ADR | $2,238 | 0.00% | 20 | 20 | — | $2,238 | 新建仓 |
| IFNNY | INFINEON TECHNOLOGIES AG SPONSORED ADR | $2,255 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $2,364 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $2,412 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TEAM INC | $2,419 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CALF | PACER U S SMALL CAP CASH COWS ETF | $2,429 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD UNSPON ADR | $2,459 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | XIAOMI CORP CL B | $2,473 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REPSTG ORD SHS CL A | $2,514 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVEC | NVE CORP | $2,557 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $2,583 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,620 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $2,627 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $2,693 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $2,709 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $2,737 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $2,767 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICROCAP ETF | $2,801 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE PUBLIC CROSSOVER ETF | $2,842 | 0.00% | 135 | 135 | — | $2,842 | 新建仓 |
| ALB | ALBEMARLE CORP | $2,873 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | $2,873 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MKC | MC CORMICK & CO INC NON VOTING | $2,874 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | HIGHLANDS REIT INC | $2,900 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2,978 | 0.00% | 30 | 30 | — | $2,978 | 新建仓 |
| BGS | B&G FOODS INC | $2,983 | 0.00% | 749 | 26 | 3.6% | $104 | 加仓 |
| — | PANASONIC HOLDINGS CORP ADR | $2,989 | 0.00% | 107 | 1 | 0.9% | $28 | 加仓 |
| — | KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | $3,085 | 0.00% | 309 | 1 | 0.3% | $10 | 加仓 |
| — | DIMENSIONAL U S TARGET VALUE ETF | $3,087 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE BOERSE AG UNSPON ADR | $3,122 | 0.00% | 115 | 115 | — | $3,122 | 新建仓 |
| ES | EVERSOURCE ENERGY | $3,284 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A | $3,311 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC CL A | $3,360 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK AS ADR | $3,394 | 0.00% | 71 | 53 | 294.4% | $2,534 | 加仓 |
| — | DEUTSCHE POST AG SPON ADR | $3,544 | 0.00% | 117 | 117 | — | $3,544 | 新建仓 |
| RGR | STURM RUGER & CO INC | $3,584 | 0.00% | 95 | 1 | 1.1% | $38 | 加仓 |
| COWZ | PACER U S CASH COWS 100 ETF | $3,608 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | COMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR | $3,663 | 0.00% | 32 | 32 | — | $3,663 | 新建仓 |
| — | DEUTSCHE TELEKOM AG SPON ADR | $3,792 | 0.00% | 139 | 139 | — | $3,792 | 新建仓 |
| SCZ | SEA LTD ADR | $3,833 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPON ADR | $3,855 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,894 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | HONG KONG EXCHANGES & CLEARING LTD ADR | $3,934 | 0.00% | 85 | 85 | — | $3,934 | 新建仓 |
| CNI | CANADIAN NATIONAL RAILWAY COMPANY | $3,956 | 0.00% | 33 | 33 | — | $3,956 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,977 | 0.00% | 10 | 10 | — | $3,977 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,982 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3,984 | 0.00% | 79 | 1 | 1.3% | $50 | 加仓 |
| CSX | CSX CORP | $4,004 | 0.00% | 84 | 84 | — | $4,004 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,055 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $4,170 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4,186 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $4,207 | 0.00% | 15 | 7 | 87.5% | $1,963 | 加仓 |
| ARM | ARM HOLDINGS PLC SPON ADR | $4,255 | 0.00% | 12 | 12 | — | $4,255 | 新建仓 |
| — | DSV A/S UNSPON ADR | $4,280 | 0.00% | 36 | 36 | — | $4,280 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $4,296 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $4,315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC CL A | $4,318 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS A G SPON ADR | $4,345 | 0.00% | 27 | 27 | — | $4,345 | 新建仓 |
| ECL | ECOLAB INC | $4,372 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $4,387 | 0.00% | 154 | 1 | 0.7% | $28 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $4,409 | 0.00% | 54 | 1 | 1.9% | $82 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $4,444 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4,461 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC PAR $0.001 | $4,548 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $4,644 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYSTEMS CORP DEL | $4,654 | 0.00% | 1,541 | 529 | 52.3% | $1,598 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $4,860 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $4,941 | 0.00% | 329 | 3 | 0.9% | $45 | 加仓 |
| GRMN | GARMIN LTD | $4,953 | 0.00% | 21 | -21 | -50.0% | -$4,953 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $5,006 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $5,045 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HOLDINGS INC | $5,069 | 0.00% | 124 | 1 | 0.8% | $41 | 加仓 |
| SCHB | SCHWAB U S DIVIDEND EQUITY ETF | $5,102 | 0.00% | 161 | 5 | 3.2% | $158 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $5,109 | 0.00% | 62 | 62 | — | $5,109 | 新建仓 |
| SNY | SANOFI SPON ADR | $5,153 | 0.00% | 121 | 121 | — | $5,153 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR | $5,191 | 0.00% | 261 | 261 | — | $5,191 | 新建仓 |
| — | TENCENT HOLDINGS LTD UNSPON ADR | $5,382 | 0.00% | 97 | 1 | 1.0% | $55 | 加仓 |
| NET | CLOUDFLARE INC CL A | $5,396 | 0.00% | 22 | 22 | — | $5,396 | 新建仓 |
| — | ZION OIL & GAS INC | $5,401 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | VINCI S A ADR | $5,473 | 0.00% | 150 | 150 | — | $5,473 | 新建仓 |
| HSBC | HSBC HOLDINGS PLC SPON ADR | $5,735 | 0.00% | 60 | 60 | — | $5,735 | 新建仓 |
| CRWV | COREWEAVE INC CL A | $5,773 | 0.00% | 58 | 18 | 45.0% | $1,792 | 加仓 |
| NWG | NATWEST GROUP PLC SPON ADR REPSTG 2 ORD NEW | $5,906 | 0.00% | 335 | 335 | — | $5,906 | 新建仓 |