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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC | $7,793 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $7,850 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $7,970 | 0.00% | 350 | 114 | 48.3% | $2,596 | 加仓 |
| VST | VISTRA CORP | $8,155 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $8,162 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $8,594 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS LTD CL A | $8,622 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $8,622 | 0.00% | 426 | 291 | 215.6% | $5,890 | 加仓 |
| DEO | DIAGEO PLC SPON ADR | $8,768 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $8,937 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $8,991 | 0.00% | 125 | 125 | — | $8,991 | 新建仓 |
| AFL | AFLAC INC | $9,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID CAP VALUE ETF | $9,030 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING AG CL A | $9,219 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| ISMD | INSPIRE SMALL MIDCAP ETF | $9,468 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORP | $9,566 | 0.00% | 235 | 2 | 0.9% | $81 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $9,610 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $9,632 | 0.00% | 42 | 1 | 2.4% | $229 | 加仓 |
| USAR | USA RARE EARTH INC | $9,686 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | $9,793 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | AIRBUS SE ADR | $9,876 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| — | EWSB BANCORP INC | $1.00万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY DISRUPTORS ETF | $1.01万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.01万 | 0.00% | 99 | 47 | 90.4% | $4,808 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $1.02万 | 0.00% | 206 | 7 | 3.5% | $348 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $1.03万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.04万 | 0.00% | 241 | 1 | 0.4% | $43 | 加仓 |
| — | INSPIRE GLOBAL HOPE ETF | $1.05万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPON ADR REPSTG REG SHS | $1.07万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $1.09万 | 0.00% | 367 | 3 | 0.8% | $89 | 加仓 |
| WSO | WATSCO INC CL A | $1.09万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.10万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE COMPANY | $1.10万 | 0.00% | 129 | -47 | -26.7% | -$4,011 | 减仓 |
| FE | FIRSTENERGY CORP | $1.11万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP | $1.11万 | 0.00% | 221 | 1 | 0.5% | $50 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $1.12万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR LTD ADR REPSTG 3 ORD | $1.12万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| XTWY | BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF | $1.15万 | 0.00% | 306 | 306 | — | $1.15万 | 新建仓 |
| XTEN | BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF | $1.15万 | 0.00% | 251 | 251 | — | $1.15万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECS ETF | $1.15万 | 0.00% | 380 | 3 | 0.8% | $91 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.21万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $1.22万 | 0.00% | 237 | 1 | 0.4% | $51 | 加仓 |
| CCI | CROWN CASTLE INC | $1.24万 | 0.00% | 152 | 2 | 1.3% | $163 | 加仓 |
| NUE | NUCOR CORP | $1.25万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES MSCI MEXICO ETF | $1.30万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.30万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.33万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $1.34万 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.35万 | 0.00% | 513 | 4 | 0.8% | $105 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.36万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.36万 | 0.00% | 251 | -28 | -10.0% | -$1,515 | 减仓 |
| KR | KROGER CO | $1.36万 | 0.00% | 188 | 1 | 0.5% | $72 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.36万 | 0.00% | 69 | 1 | 1.5% | $197 | 加仓 |
| TSME | THRIVENT SMALL MID CAP EQUITY ETF | $1.36万 | 0.00% | 327 | 327 | — | $1.36万 | 新建仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $1.37万 | 0.00% | 456 | 3 | 0.7% | $90 | 加仓 |
| D | DOMINION ENERGY INC | $1.38万 | 0.00% | 223 | 2 | 0.9% | $123 | 加仓 |
| DOV | DOVER CORP | $1.40万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.41万 | 0.00% | 102 | 102 | — | $1.41万 | 新建仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | $1.42万 | 0.00% | 223 | 1 | 0.5% | $64 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $1.45万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES CORE MSCI PAC ETF | $1.45万 | 0.00% | 190 | 190 | — | $1.45万 | 新建仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.46万 | 0.00% | 192 | 5 | 2.7% | $381 | 加仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.48万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1.50万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.51万 | 0.00% | 524 | 402 | 329.5% | $1.16万 | 加仓 |
| TPLC | TIMOTHY PLAN U S LARGE MID CAP CORE ETF | $1.52万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.53万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER CORP | $1.54万 | 0.00% | 1,422 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.55万 | 0.00% | 671 | 8 | 1.2% | $185 | 加仓 |
| BTI | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | $1.55万 | 0.00% | 265 | 3 | 1.1% | $175 | 加仓 |
| SAP | SAP SE SPON ADR | $1.55万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.57万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U S EQUITY MARKET ETF | $1.59万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| IWLG | NYLI WINSLOW LARGE CAP GROWTH ETF | $1.59万 | 0.00% | 334 | 334 | — | $1.59万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | $1.60万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.61万 | 0.00% | 51 | 1 | 2.0% | $315 | 加仓 |
| TGT | TARGET CORP | $1.64万 | 0.00% | 135 | 1 | 0.7% | $121 | 加仓 |
| YUM | YUM BRANDS INC | $1.64万 | 0.00% | 106 | 1 | 1.0% | $155 | 加仓 |
| — | WARNER BROS DISCOVERY INC SER A | $1.66万 | 0.00% | 603 | 128 | 26.9% | $3,515 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $1.67万 | 0.00% | 257 | 2 | 0.8% | $130 | 加仓 |
| KVUE | KENVUE INC | $1.69万 | 0.00% | 980 | 10 | 1.0% | $172 | 加仓 |
| TJX | TJX COS INC | $1.71万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $1.72万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | $1.72万 | 0.00% | 158 | 1 | 0.6% | $109 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $1.75万 | 0.00% | 125 | 1 | 0.8% | $140 | 加仓 |
| BUI | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | $1.76万 | 0.00% | 668 | 10 | 1.5% | $264 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.77万 | 0.00% | 277 | 1 | 0.4% | $64 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.78万 | 0.00% | 224 | 3 | 1.4% | $238 | 加仓 |
| ETR | ENTERGY CORP | $1.84万 | 0.00% | 163 | 1 | 0.6% | $113 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $1.84万 | 0.00% | 106 | 1 | 1.0% | $173 | 加仓 |
| LEU | CENTRUS ENERGY CORP CL A | $1.84万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS ETF | $1.85万 | 0.00% | 197 | 2 | 1.0% | $187 | 加仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $1.85万 | 0.00% | 476 | 2 | 0.4% | $78 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB COMPANY | $1.86万 | 0.00% | 307 | 3 | 1.0% | $182 | 加仓 |
| WELL | WELLTOWER INC | $1.88万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.97万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.98万 | 0.00% | 23 | -5 | -17.9% | -$4,302 | 减仓 |
| HPQ | HP INC | $2.02万 | 0.00% | 1,054 | 14 | 1.3% | $269 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $2.03万 | 0.00% | 598 | 1 | 0.2% | $34 | 加仓 |
| IBM | INTL BUSINESS MACHINES CORP | $2.11万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |