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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMERICA CORP | $8.44万 | 0.02% | 1,732 | 10 | 0.6% | $487 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $8.54万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $8.58万 | 0.02% | 864 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $9.07万 | 0.02% | 432 | 2 | 0.5% | $420 | 加仓 |
| WPC | W P CAREY INC | $9.25万 | 0.02% | 1,362 | 18 | 1.3% | $1,223 | 加仓 |
| LLY | ELI LILLY & CO | $9.49万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $9.52万 | 0.02% | 1,928 | 8 | 0.4% | $395 | 加仓 |
| SPYG | STATE STREET SPDR S&P 500 GROWTH ETF | $9.58万 | 0.02% | 978 | 33 | 3.5% | $3,232 | 加仓 |
| BA | BOEING COMPANY | $10.03万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.67万 | 0.02% | 962 | 3 | 0.3% | $333 | 加仓 |
| NLR | VANECK URANIUM & NUCLEAR ENERGY ETF | $10.86万 | 0.02% | 815 | 68 | 9.1% | $9,061 | 加仓 |
| — | AMCOR PLC | $10.92万 | 0.02% | 2,748 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.03万 | 0.03% | 653 | -18 | -2.7% | -$3,039 | 减仓 |
| OSK | ORACLE CORP | $11.12万 | 0.03% | 756 | 14 | 1.9% | $2,060 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $11.80万 | 0.03% | 476 | -14 | -2.9% | -$3,472 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $11.88万 | 0.03% | 2,792 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $11.96万 | 0.03% | 827 | 7 | 0.9% | $1,012 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $12.68万 | 0.03% | 1,635 | 9 | 0.6% | $698 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $12.93万 | 0.03% | 1,889 | -37 | -1.9% | -$2,532 | 减仓 |
| MO | ALTRIA GROUP INC | $13.12万 | 0.03% | 1,988 | -183 | -8.4% | -$1.21万 | 减仓 |
| VVV | VALVOLINE INC | $13.23万 | 0.03% | 3,927 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $13.39万 | 0.03% | 862 | 13 | 1.5% | $2,019 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $13.54万 | 0.03% | 554 | 1 | 0.2% | $244 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $13.59万 | 0.03% | 3,537 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET PORT DEVELOPED WORLD EX-US ETF | $13.88万 | 0.03% | 3,040 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $13.91万 | 0.03% | 2,450 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $14.94万 | 0.03% | 687 | -16 | -2.3% | -$3,481 | 减仓 |
| OXY | OSHKOSH CORP | $15.05万 | 0.03% | 2,118 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $15.96万 | 0.04% | 2,716 | -43 | -1.6% | -$2,527 | 减仓 |
| CAT | CATERPILLAR INC | $16.01万 | 0.04% | 226 | -26 | -10.3% | -$1.84万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $16.33万 | 0.04% | 2,941 | 786 | 36.5% | $4.36万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS A I ETF | $16.38万 | 0.04% | 4,930 | 21 | 0.4% | $698 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $16.57万 | 0.04% | 1,718 | -29 | -1.7% | -$2,797 | 减仓 |
| DOW | DOW INC | $16.74万 | 0.04% | 4,020 | -88 | -2.1% | -$3,665 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | $17.28万 | 0.04% | 2,145 | -92 | -4.1% | -$7,410 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET ETF | $17.54万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF | $18.14万 | 0.04% | 392 | 1 | 0.3% | $463 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | $18.38万 | 0.04% | 855 | 3 | 0.4% | $645 | 加仓 |
| COP | CONOCOPHILLIPS | $18.58万 | 0.04% | 1,407 | -26 | -1.8% | -$3,433 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $19.05万 | 0.04% | 3,109 | -39 | -1.2% | -$2,389 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX ETF | $19.62万 | 0.04% | 2,545 | 1,976 | 347.3% | $15.24万 | 加仓 |
| AGNC | AGNC INVESTMENT CORP | $20.17万 | 0.05% | 20,112 | 1,124 | 5.9% | $1.13万 | 加仓 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $20.77万 | 0.05% | 4,363 | 6 | 0.1% | $286 | 加仓 |
| F | FORD MOTOR CO | $20.79万 | 0.05% | 18,017 | -475 | -2.6% | -$5,481 | 减仓 |
| WFC | WELLS FARGO & CO | $22.38万 | 0.05% | 2,811 | 14 | 0.5% | $1,115 | 加仓 |
| SPYV | STATE STREET SPDR S&P 500 VALUE ETF | $22.49万 | 0.05% | 3,975 | 88 | 2.3% | $4,979 | 加仓 |
| ULST | STATE STREET ULTRA SHORT TERM BOND ETF | $24.09万 | 0.05% | 5,949 | 39 | 0.7% | $1,579 | 加仓 |
| WM | WASTE MANAGEMENT INC DEL | $24.82万 | 0.06% | 1,080 | 2 | 0.2% | $460 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $26.09万 | 0.06% | 1,963 | 1 | 0.1% | $133 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.71万 | 0.06% | 755 | -24 | -3.1% | -$8,491 | 减仓 |
| VTV | VANGUARD VALUE ETF | $27.04万 | 0.06% | 1,378 | 66 | 5.0% | $1.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.24万 | 0.06% | 1,103 | -12 | -1.1% | -$2,964 | 减仓 |
| ITA | ISHARES U S AEROSPACE & DEFENSE ETF | $28.65万 | 0.07% | 1,310 | 389 | 42.2% | $8.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $29.46万 | 0.07% | 1,038 | -52 | -4.8% | -$1.48万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $31.26万 | 0.07% | 4,588 | 207 | 4.7% | $1.41万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $31.73万 | 0.07% | 2,142 | 10 | 0.5% | $1,481 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $34.83万 | 0.08% | 1,116 | 3 | 0.3% | $936 | 加仓 |
| MCD | MCDONALDS CORP | $37.54万 | 0.09% | 1,208 | -17 | -1.4% | -$5,284 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $40.92万 | 0.09% | 1,816 | 7 | 0.4% | $1,577 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.50万 | 0.09% | 1,534 | -244 | -13.7% | -$6.60万 | 减仓 |
| MMM | 3M COMPANY | $41.73万 | 0.10% | 2,874 | -693 | -19.4% | -$10.06万 | 减仓 |
| T | AT&T INC | $44.55万 | 0.10% | 15,368 | 107 | 0.7% | $3,102 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $45.38万 | 0.10% | 8,006 | 1,084 | 15.7% | $6.14万 | 加仓 |
| DE | DEERE & CO | $47.25万 | 0.11% | 839 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | $48.16万 | 0.11% | 10,122 | 260 | 2.6% | $1.24万 | 加仓 |
| PFE | PFIZER INC | $48.33万 | 0.11% | 17,211 | 209 | 1.2% | $5,869 | 加仓 |
| VOO | VANGUARD S&P 500 INDEX ETF | $51.99万 | 0.12% | 870 | 280 | 47.5% | $16.73万 | 加仓 |
| AVGO | BROADCOM INC | $52.11万 | 0.12% | 1,684 | 195 | 13.1% | $6.03万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $52.90万 | 0.12% | 1,942 | -3 | -0.2% | -$817 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $54.18万 | 0.12% | 4,485 | 15 | 0.3% | $1,812 | 加仓 |
| NKE | NIKE INC CL B | $56.14万 | 0.13% | 10,629 | -266 | -2.4% | -$1.41万 | 减仓 |
| BP | BP PLC SPON ADR | $60.29万 | 0.14% | 12,827 | -292 | -2.2% | -$1.37万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $63.69万 | 0.15% | 2,981 | -2 | -0.1% | -$427 | 减仓 |
| NEE | NEXTERA ENERGY INC | $66.23万 | 0.15% | 7,131 | 1,372 | 23.8% | $12.74万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $68.47万 | 0.16% | 15,139 | -499 | -3.2% | -$2.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | $72.70万 | 0.17% | 2,151 | 66 | 3.2% | $2.23万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $72.95万 | 0.17% | 8,275 | -100 | -1.2% | -$8,816 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $74.90万 | 0.17% | 25,667 | 410 | 1.6% | $1.20万 | 加仓 |
| MDT | MEDTRONIC PLC | $77.75万 | 0.18% | 8,973 | 39 | 0.4% | $3,379 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $78.82万 | 0.18% | 3,225 | -138 | -4.1% | -$3.37万 | 减仓 |
| SBUX | STARBUCKS CORP | $86.13万 | 0.20% | 9,614 | -260 | -2.6% | -$2.33万 | 减仓 |
| KLAC | KLA CORP | $87.22万 | 0.20% | 592 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | $87.61万 | 0.20% | 20,162 | 1,646 | 8.9% | $7.15万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $90.20万 | 0.21% | 7,791 | 45 | 0.6% | $5,210 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | $95.16万 | 0.22% | 25,829 | 913 | 3.7% | $3.36万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND ETF | $96.50万 | 0.22% | 12,174 | 75 | 0.6% | $5,945 | 加仓 |
| GLD | SPDR GOLD TRUST GOLD SHARES | $97.80万 | 0.22% | 2,273 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $99.91万 | 0.23% | 1,653 | 82 | 5.2% | $4.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $100.37万 | 0.23% | 2,971 | 140 | 4.9% | $4.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.04万 | 0.25% | 5,360 | 446 | 9.1% | $9.07万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | $111.34万 | 0.25% | 18,696 | 135 | 0.7% | $8,039 | 加仓 |
| — | EXXON MOBIL CORP | $112.08万 | 0.26% | 6,606 | -79 | -1.2% | -$1.34万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $113.15万 | 0.26% | 2,951 | 9 | 0.3% | $3,451 | 加仓 |
| PG | PROCTER & GAMBLE CO | $114.69万 | 0.26% | 7,940 | 258 | 3.4% | $3.73万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $119.13万 | 0.27% | 4,143 | -32 | -0.8% | -$9,201 | 减仓 |
| ADBE | ADOBE INC | $119.80万 | 0.27% | 4,928 | -113 | -2.2% | -$2.75万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $119.90万 | 0.27% | 6,176 | -96 | -1.5% | -$1.86万 | 减仓 |
| CVX | CHEVRON CORP | $143.77万 | 0.33% | 6,949 | -47 | -0.7% | -$9,724 | 减仓 |
| ASML | ASML HOLDING NV | $146.35万 | 0.33% | 1,108 | 44 | 4.1% | $5.81万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $149.45万 | 0.34% | 2,191 | 45 | 2.1% | $3.07万 | 加仓 |