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 |
|---|---|---|---|---|---|---|---|---|
| — | LEGRAND S A ADR | $6,015 | 0.00% | 178 | 178 | — | $6,015 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6,064 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $6,096 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | YASKAWA ELECTRIC CORP ADR | $6,167 | 0.00% | 70 | 70 | — | $6,167 | 新建仓 |
| BHP | BHP GROUP LTD SPON ADR | $6,332 | 0.00% | 76 | 76 | — | $6,332 | 新建仓 |
| AIPO | TIDAL DEFIANCE AI & POWER INFRASTUCTURE ETF | $6,515 | 0.00% | 195 | 195 | — | $6,515 | 新建仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $6,556 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $6,584 | 0.00% | 145 | 1 | 0.7% | $45 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $6,609 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $6,794 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT HOLDING CO INC | $6,795 | 0.00% | 45 | 45 | — | $6,795 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VOTING SHARES | $6,820 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $6,868 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $6,908 | 0.00% | 36 | 23 | 176.9% | $4,413 | 加仓 |
| SCHW | ISHARES MSCI EAFE SMALL CAP ETF | $6,911 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | HITACHI LTD ADR 10 COM | $6,913 | 0.00% | 250 | 250 | — | $6,913 | 新建仓 |
| REMX | VANECK RARE EARTH STRATEGIC METALS ETF | $6,918 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | $6,947 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | $7,021 | 0.00% | 168 | 1 | 0.6% | $42 | 加仓 |
| GWW | GRAINGER W W INC | $7,084 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $7,183 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $7,225 | 0.00% | 269 | 269 | — | $7,225 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $7,279 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $7,335 | 0.00% | 370 | 3 | 0.8% | $59 | 加仓 |
| SAN | BANCO SANTANDER S A ADR | $7,461 | 0.00% | 541 | 541 | — | $7,461 | 新建仓 |
| TTE | TOTALENERGIES SE | $7,465 | 0.00% | 96 | 96 | — | $7,465 | 新建仓 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $7,514 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $7,740 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $7,928 | 0.00% | 29 | 29 | — | $7,928 | 新建仓 |
| NU | NU HOLDINGS LTD CL A | $8,016 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $8,613 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORP | $8,644 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $8,799 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $8,959 | 0.00% | 88 | 1 | 1.1% | $102 | 加仓 |
| — | BNP PARIBAS SPON ADR REPGSTG 1/2 SH | $8,965 | 0.00% | 154 | 154 | — | $8,965 | 新建仓 |
| SONY | SONY GROUP CORP ADR | $8,991 | 0.00% | 448 | 408 | 1,020.0% | $8,188 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $9,020 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $9,281 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | EWSB BANCORP INC | $9,500 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $9,526 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR | $9,557 | 0.00% | 119 | 1 | 0.8% | $80 | 加仓 |
| ONON | ON HOLDING AG CL A | $9,599 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $9,671 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID CAP VALUE ETF | $9,682 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NATURAL RES LTD | $1.02万 | 0.00% | 258 | 258 | — | $1.02万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1.03万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.04万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.05万 | 0.00% | 189 | 1 | 0.5% | $55 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $1.05万 | 0.00% | 429 | 3 | 0.7% | $73 | 加仓 |
| PCAR | PACCAR INC | $1.05万 | 0.00% | 87 | 65 | 295.5% | $7,849 | 加仓 |
| DIVI | FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | $1.05万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.05万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC | $1.06万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $1.07万 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.07万 | 0.00% | 242 | 1 | 0.4% | $44 | 加仓 |
| ING | ING GROEP N V SPONSORED ADR | $1.07万 | 0.00% | 341 | 341 | — | $1.07万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.09万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CFRUY | COMPAGNIE FINANCIERE RICHEMONT AG SWITZERLAND ADR | $1.10万 | 0.00% | 476 | 476 | — | $1.10万 | 新建仓 |
| SLB | SLB LTD | $1.11万 | 0.00% | 239 | 2 | 0.8% | $93 | 加仓 |
| BX | BLACKSTONE INC | $1.13万 | 0.00% | 96 | 1 | 1.1% | $118 | 加仓 |
| — | INSPIRE GLOBAL HOPE ETF | $1.14万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTERNATIONAL ETF | $1.14万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.17万 | 0.00% | 154 | 2 | 1.3% | $152 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECS ETF | $1.17万 | 0.00% | 385 | 5 | 1.3% | $152 | 加仓 |
| — | AIRBUS SE ADR | $1.18万 | 0.00% | 212 | 3 | 1.4% | $167 | 加仓 |
| CL | COLGATE-PALMOLIVE COMPANY | $1.19万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| ISMD | INSPIRE SMALL MIDCAP ETF | $1.19万 | 0.00% | 238 | 1 | 0.4% | $50 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $1.21万 | 0.00% | 214 | 8 | 3.9% | $453 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.21万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | ITOCHU CORP ADR | $1.22万 | 0.00% | 1,070 | 1,070 | — | $1.22万 | 新建仓 |
| DVN | DEVON ENERGY CORP | $1.22万 | 0.00% | 296 | 75 | 33.9% | $3,097 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.24万 | 0.00% | 137 | 38 | 38.4% | $3,439 | 加仓 |
| — | FIDELITY DISRUPTORS ETF | $1.25万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC CL A | $1.26万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB CHARLES CORP | $1.28万 | 0.00% | 139 | 82 | 143.9% | $7,541 | 加仓 |
| HMC | HONDA MOTOR LTD ADR REPSTG 3 ORD | $1.28万 | 0.00% | 472 | 10 | 2.2% | $271 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.29万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.30万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES MSCI MEXICO ETF | $1.32万 | 0.00% | 175 | 3 | 1.7% | $226 | 加仓 |
| BABA | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $1.32万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | MITSUBISHI HEAVY INDUSTRIES LTD ADR | $1.32万 | 0.00% | 1,164 | 1,164 | — | $1.32万 | 新建仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.34万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.35万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $1.36万 | 0.00% | 153 | 101 | 194.2% | $8,965 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1.36万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.38万 | 0.00% | 254 | 3 | 1.2% | $163 | 加仓 |
| USAR | USA RARE EARTH INC | $1.38万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | $1.40万 | 0.00% | 224 | 1 | 0.4% | $63 | 加仓 |
| SMR | NUSCALE POWER CORP | $1.43万 | 0.00% | 1,422 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPON ADR REPSTG REG SHS | $1.43万 | 0.00% | 140 | 32 | 29.6% | $3,280 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.47万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | UNICREDIT SPA ADR NEW 2017 | $1.48万 | 0.00% | 332 | 332 | — | $1.48万 | 新建仓 |
| UBS | UBS GROUP AG | $1.50万 | 0.00% | 303 | 70 | 30.0% | $3,475 | 重新持有 |
| D | DOMINION ENERGY INC | $1.53万 | 0.00% | 224 | 1 | 0.4% | $68 | 加仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.55万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.55万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $1.61万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.61万 | 0.00% | 103 | 1 | 1.0% | $156 | 加仓 |
| TJX | TJX COS INC | $1.63万 | 0.00% | 108 | 1 | 0.9% | $151 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $1.65万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |