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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES 20 YR TREASURY BOND ETF | $2.13万 | 0.00% | 246 | 2 | 0.8% | $173 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $2.18万 | 0.00% | 126 | 1 | 0.8% | $173 | 加仓 |
| SOLV | SOLVENTUM CORP | $2.21万 | 0.01% | 339 | -11 | -3.1% | -$718 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2.21万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $2.26万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $2.35万 | 0.01% | 385 | 1 | 0.3% | $61 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $2.36万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.46万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2.49万 | 0.01% | 375 | 1 | 0.3% | $66 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $2.56万 | 0.01% | 318 | 318 | — | $2.56万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTL PLC | $2.59万 | 0.01% | 198 | -216 | -52.2% | -$2.83万 | 减仓 |
| CMCSA | COMCAST CORP CL A | $2.60万 | 0.01% | 904 | 197 | 27.9% | $5,657 | 加仓 |
| HD | HOME DEPOT INC | $2.63万 | 0.01% | 80 | 1 | 1.3% | $328 | 加仓 |
| LUV | SOUTHWEST AIRLINES CO | $2.67万 | 0.01% | 710 | 3 | 0.4% | $113 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQUITY ETF | $2.72万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| TCPB | THRIVENT CORE PLUS BOND ETF | $2.75万 | 0.01% | 541 | 541 | — | $2.75万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $2.75万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | $2.83万 | 0.01% | 571 | 4 | 0.7% | $198 | 加仓 |
| ARKK | ARK INNOVATION ETF | $2.84万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $2.87万 | 0.01% | 138 | 1 | 0.7% | $208 | 加仓 |
| GSK | GSK PLC SPON ADR | $2.91万 | 0.01% | 527 | 4 | 0.8% | $221 | 加仓 |
| USB | U S BANCORP DE | $2.94万 | 0.01% | 565 | 6 | 1.1% | $312 | 加仓 |
| DMLP | DORCHESTER MINERALS LTD PARTNERSHIP | $2.94万 | 0.01% | 1,086 | 32 | 3.0% | $867 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.95万 | 0.01% | 125 | 1 | 0.8% | $236 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2.95万 | 0.01% | 212 | 1 | 0.5% | $139 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $3.09万 | 0.01% | 853 | -131 | -13.3% | -$4,745 | 减仓 |
| BCML | BAYCOM CORP | $3.14万 | 0.01% | 1,055 | 10 | 1.0% | $297 | 加仓 |
| XEL | XCEL ENERGY INC | $3.18万 | 0.01% | 401 | 3 | 0.8% | $238 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3.24万 | 0.01% | 202 | 53 | 35.6% | $8,489 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND INC | $3.25万 | 0.01% | 2,252 | 94 | 4.4% | $1,356 | 加仓 |
| FDX | FEDEX CORP | $3.26万 | 0.01% | 92 | -3 | -3.2% | -$1,064 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.27万 | 0.01% | 47 | 18 | 62.1% | $1.25万 | 加仓 |
| DUK | DUKE ENERGY CORP | $3.31万 | 0.01% | 253 | 2 | 0.8% | $262 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $3.31万 | 0.01% | 720 | 8 | 1.1% | $368 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $3.33万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.34万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX ETF | $3.41万 | 0.01% | 144 | 144 | — | $3.41万 | 新建仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING INDEX ETF | $3.43万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND CLIFFS INC | $3.44万 | 0.01% | 4,070 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PROPERTIES CORP | $3.51万 | 0.01% | 1,152 | 10 | 0.9% | $305 | 加仓 |
| — | TOPBUILD CORP | $3.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3.55万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WI CL B | $3.61万 | 0.01% | 1,368 | 4 | 0.3% | $105 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.70万 | 0.01% | 740 | 4 | 0.5% | $200 | 加仓 |
| — | DUPONT DE NEMOURS INC | $3.72万 | 0.01% | 812 | 3 | 0.4% | $137 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.80万 | 0.01% | 642 | 2 | 0.3% | $118 | 加仓 |
| BLK | BLACKROCK FDG INC | $3.89万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | $3.90万 | 0.01% | 767 | 5 | 0.7% | $254 | 加仓 |
| KMI | KINDER MORGAN INC DE | $3.92万 | 0.01% | 1,170 | 11 | 0.9% | $369 | 加仓 |
| PLXS | PLEXUS CORP | $4.05万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BIBL | INSPIRE 100 ETF | $4.16万 | 0.01% | 882 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.26万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U S STOCK ETF | $4.34万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| — | INLAND REAL ESTATE INCOME TRUST INC | $4.38万 | 0.01% | 2,593 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INC | $4.39万 | 0.01% | 365 | 1 | 0.3% | $120 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.45万 | 0.01% | 130 | -13 | -9.1% | -$4,446 | 减仓 |
| CMI | CUMMINS INC | $4.50万 | 0.01% | 84 | 1 | 1.2% | $535 | 加仓 |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SHS | $4.51万 | 0.01% | 485 | 4 | 0.8% | $372 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $4.58万 | 0.01% | 1,193 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U S OIL & GAS EXPLORATION & PROD ETF | $4.62万 | 0.01% | 370 | -68 | -15.5% | -$8,488 | 减仓 |
| Q | QNITY ELECTRONICS INC | $4.65万 | 0.01% | 403 | 1 | 0.2% | $115 | 加仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $4.72万 | 0.01% | 188 | 3 | 1.6% | $753 | 加仓 |
| BMO | BANK MONTREAL QUEBEC | $4.74万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID CAP GROWTH ETF | $4.75万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4.77万 | 0.01% | 2,120 | -498 | -19.0% | -$1.12万 | 减仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $4.90万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $4.92万 | 0.01% | 189 | 1 | 0.5% | $260 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $5.05万 | 0.01% | 561 | 4 | 0.7% | $360 | 加仓 |
| PSA | PUBLIC STORAGE INC | $5.11万 | 0.01% | 189 | 2 | 1.1% | $541 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $5.12万 | 0.01% | 520 | 57 | 12.3% | $5,612 | 加仓 |
| XLU | STATE STREET UTILS SELECT SECTOR SPDR ETF | $5.16万 | 0.01% | 1,124 | 7 | 0.6% | $321 | 加仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $5.19万 | 0.01% | 1,994 | 1 | 0.1% | $26 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $5.24万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | $5.26万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $5.40万 | 0.01% | 560 | 4 | 0.7% | $386 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.55万 | 0.01% | 336 | 3 | 0.9% | $495 | 加仓 |
| IMO | IMPERIAL OIL LTD | $5.59万 | 0.01% | 428 | 3 | 0.7% | $392 | 加仓 |
| MAIN | MAIN STREET CAPITAL CORP | $5.67万 | 0.01% | 1,070 | 18 | 1.7% | $953 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.87万 | 0.01% | 1,460 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $5.91万 | 0.01% | 415 | 1 | 0.2% | $142 | 加仓 |
| IUSG | ISHARES CORE S&P U S GROWTH ETF | $5.95万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $6.03万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $6.10万 | 0.01% | 474 | 3 | 0.6% | $386 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $6.13万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6.17万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP ETF | $6.21万 | 0.01% | 216 | 16 | 8.0% | $4,602 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.30万 | 0.01% | 4,026 | -138 | -3.3% | -$2,160 | 减仓 |
| ASH | ASHLAND INC | $6.38万 | 0.01% | 1,147 | 3 | 0.3% | $167 | 加仓 |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | $6.43万 | 0.01% | 1,370 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GROUP FIXED CORE PLUS INCOME ETF | $6.57万 | 0.01% | 2,939 | 23 | 0.8% | $514 | 加仓 |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | $7.06万 | 0.02% | 922 | 2 | 0.2% | $153 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $7.25万 | 0.02% | 1,010 | 919 | 1,009.9% | $6.60万 | 加仓 |
| AKRE | PROFESSIONALLY MANAGED AKRE FOCUS ETF | $7.34万 | 0.02% | 1,389 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.40万 | 0.02% | 506 | 24 | 5.0% | $3,511 | 加仓 |
| IXC | ISHARE GLOBAL ENERGY ETF | $7.54万 | 0.02% | 1,309 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $7.64万 | 0.02% | 514 | 1 | 0.2% | $149 | 加仓 |
| ETN | EATON CORP PLC | $7.68万 | 0.02% | 215 | 1 | 0.5% | $357 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $7.81万 | 0.02% | 1,445 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7.97万 | 0.02% | 286 | 1 | 0.4% | $279 | 加仓 |
| XLV | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF | $8.21万 | 0.02% | 560 | 47 | 9.2% | $6,892 | 加仓 |