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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -345 | -100.0% | -$4.57万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$1.72万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBER ARK SOFTWARE LTD | $0 | 0.00% | 0 | -24 | -100.0% | -$1.07万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -365 | -100.0% | -$1.06万 | 清仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $0 | 0.00% | 0 | -86 | -100.0% | -$9,663 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -17 | -100.0% | -$3,308 | 清仓 |
| — | HIGHLANDS REIT INC | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CL A | $0 | 0.00% | 0 | -200 | -100.0% | -$1,504 | 清仓 |
| DNP | DNP SELECT INCOME FUND INC | $0 | 0.00% | 0 | -8 | -100.0% | -$85 | 清仓 |
| — | SHARING ECONOMY INTL INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANNABIS SCIENCE INC | $0 | 0.00% | 4,800 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER CORP | $0 | 0.00% | 0 | -52 | -100.0% | — | 清仓 |
| — | GLATFELTER CORP OLD | $0 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE RIGHTS | $0 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | CANNAMERICA BRANDS CORP | $0 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC | $0 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | WOLFSPEED INC SUBMITTED FOR ESCROW | $0 | 0.00% | 0 | -238 | -100.0% | — | 清仓 |
| — | DMK PHARMACEUTICALS CORP PAR $0.0001 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VERTICAL COMPUTER SYSTEMS INC NEW | $0 | 0.00% | 1,883 | 0 | 0.0% | — | 不变 |
| — | TPI COMPOSITES INC | $0 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | CRRC CORP LTD SHS H | $0 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC 144A | $0 | 0.00% | 93 | 93 | — | — | 新建仓 |
| — | CYBER ARK SOFTWARE SUBMITTED FOR TENDER LTD | $0 | 0.00% | 24 | 24 | — | — | 新建仓 |
| — | DOGECOIN CASH INC | $1 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTERTAINMENT HOLDINGS INC CL A | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER A | $4 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER Z | $4 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK UTILS RTS INFRA & PWR EXP 04/02/26 OPPTYS TR | $5 | 0.00% | 664 | 664 | — | $5 | 新建仓 |
| — | KATAPULT HOLDINGS INC | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER K | $10 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC NO PAR | $13 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP | $21 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WOLFSPEED INC DEL | $33 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SONY FINANCIAL GROUP INC ADR | $36 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $73 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SOLARWINDOW TECHNOLOGIES INC | $86 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | PLURI INC | $88 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC SPON ADS | $101 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM COMPANY | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS LTD | $112 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CL A | $115 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC CL A | $117 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $143 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP CL A | $157 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | $158 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A | $202 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | SUNNY OPTICAL TECH GRP COMPANY LTD ADR | $279 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $303 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | ADIDAS AG NAMEN AKT | $305 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC | $308 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP CORP | $316 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $338 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $342 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC | $342 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $356 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | BRC INC CL A | $388 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $403 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $416 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS REPSTG CL A ORD SHS | $479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N V | $660 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC CL A | $670 | 0.00% | 47 | 47 | — | $670 | 新建仓 |
| NVO | NOVO NORDISK AS ADR | $675 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $691 | 0.00% | 15 | 15 | — | $691 | 新建仓 |
| OILK | PROSHARES K-1 FREE CRUDE OIL ETF | $703 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC CL A | $740 | 0.00% | 20 | 20 | — | $740 | 新建仓 |
| — | GLENSTAR MINERALS INC | $740 | 0.00% | 4,000 | 4,000 | — | $740 | 新建仓 |
| QS | QUANTUMSCAPE CORP CL A | $746 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $773 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | $798 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $800 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $816 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP ADR | $830 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $833 | 0.00% | 2 | 2 | — | $833 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $847 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A | $858 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $876 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $878 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | LUCID DIAGNOSTICS INC | $920 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | GREAT WALL MOTOR CO LTD ADR | $930 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL INC | $939 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | GANFENG LITHIUM GROUP CO LTD SHS H | $985 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $991 | 0.00% | 13 | -16 | -55.2% | -$1,220 | 减仓 |
| MUSA | MURPHY USA INC | $994 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC CL B | $1,044 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,056 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES AG SPONSORED ADR | $1,085 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,235 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC CL A | $1,297 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1,354 | 0.00% | 19 | 1 | 5.6% | $71 | 加仓 |
| ASB | ASSOCIATED BANC CORP | $1,370 | 0.00% | 53 | 1 | 1.9% | $26 | 加仓 |
| SFM | SPROUTS FARMERS MARKET INC | $1,388 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1,431 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $1,441 | 0.00% | 166 | 2 | 1.2% | $17 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,548 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $1,564 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| NVEC | NVE CORP | $1,586 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,641 | 0.00% | 10 | 0 | 0.0% | — | 不变 |