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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTL STOCK INDEX ETF | $19.62万 | 0.04% | 2,545 | 1,976 | 347.3% | $15.24万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $19.05万 | 0.04% | 3,109 | -39 | -1.2% | -$2,389 | 减仓 |
| COP | CONOCOPHILLIPS | $18.58万 | 0.04% | 1,407 | -26 | -1.8% | -$3,433 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | $18.38万 | 0.04% | 855 | 3 | 0.4% | $645 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF | $18.14万 | 0.04% | 392 | 1 | 0.3% | $463 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET ETF | $17.54万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | $17.28万 | 0.04% | 2,145 | -92 | -4.1% | -$7,410 | 减仓 |
| DOW | DOW INC | $16.74万 | 0.04% | 4,020 | -88 | -2.1% | -$3,665 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $16.57万 | 0.04% | 1,718 | -29 | -1.7% | -$2,797 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS A I ETF | $16.38万 | 0.04% | 4,930 | 21 | 0.4% | $698 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $16.33万 | 0.04% | 2,941 | 786 | 36.5% | $4.36万 | 加仓 |
| CAT | CATERPILLAR INC | $16.01万 | 0.04% | 226 | -26 | -10.3% | -$1.84万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $15.96万 | 0.04% | 2,716 | -43 | -1.6% | -$2,527 | 减仓 |
| OXY | OSHKOSH CORP | $15.05万 | 0.03% | 2,118 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $14.94万 | 0.03% | 687 | -16 | -2.3% | -$3,481 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $13.91万 | 0.03% | 2,450 | 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 |
| IBIT | ISHARES BITCOIN TRUST ETF | $13.59万 | 0.03% | 3,537 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $13.54万 | 0.03% | 554 | 1 | 0.2% | $244 | 加仓 |
| PEP | PEPSICO INC | $13.39万 | 0.03% | 862 | 13 | 1.5% | $2,019 | 加仓 |
| VVV | VALVOLINE INC | $13.23万 | 0.03% | 3,927 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $13.12万 | 0.03% | 1,988 | -183 | -8.4% | -$1.21万 | 减仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $12.93万 | 0.03% | 1,889 | -37 | -1.9% | -$2,532 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $12.68万 | 0.03% | 1,635 | 9 | 0.6% | $698 | 加仓 |
| EOG | EOG RESOURCES INC | $11.96万 | 0.03% | 827 | 7 | 0.9% | $1,012 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $11.88万 | 0.03% | 2,792 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $11.80万 | 0.03% | 476 | -14 | -2.9% | -$3,472 | 减仓 |
| OSK | ORACLE CORP | $11.12万 | 0.03% | 756 | 14 | 1.9% | $2,060 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.03万 | 0.03% | 653 | -18 | -2.7% | -$3,039 | 减仓 |
| — | AMCOR PLC | $10.92万 | 0.02% | 2,748 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM & NUCLEAR ENERGY ETF | $10.86万 | 0.02% | 815 | 68 | 9.1% | $9,061 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.67万 | 0.02% | 962 | 3 | 0.3% | $333 | 加仓 |
| BA | BOEING COMPANY | $10.03万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR S&P 500 GROWTH ETF | $9.58万 | 0.02% | 978 | 33 | 3.5% | $3,232 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $9.52万 | 0.02% | 1,928 | 8 | 0.4% | $395 | 加仓 |
| LLY | ELI LILLY & CO | $9.49万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC | $9.25万 | 0.02% | 1,362 | 18 | 1.3% | $1,223 | 加仓 |
| TMUS | T-MOBILE US INC | $9.07万 | 0.02% | 432 | 2 | 0.5% | $420 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $8.58万 | 0.02% | 864 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $8.54万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $8.44万 | 0.02% | 1,732 | 10 | 0.6% | $487 | 加仓 |
| XLV | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF | $8.21万 | 0.02% | 560 | 47 | 9.2% | $6,892 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $7.97万 | 0.02% | 286 | 1 | 0.4% | $279 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $7.81万 | 0.02% | 1,445 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $7.68万 | 0.02% | 215 | 1 | 0.5% | $357 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $7.64万 | 0.02% | 514 | 1 | 0.2% | $149 | 加仓 |
| IXC | ISHARE GLOBAL ENERGY ETF | $7.54万 | 0.02% | 1,309 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.40万 | 0.02% | 506 | 24 | 5.0% | $3,511 | 加仓 |
| AKRE | PROFESSIONALLY MANAGED AKRE FOCUS ETF | $7.34万 | 0.02% | 1,389 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $7.25万 | 0.02% | 1,010 | 919 | 1,009.9% | $6.60万 | 加仓 |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | $7.06万 | 0.02% | 922 | 2 | 0.2% | $153 | 加仓 |
| CGCP | CAPITAL GROUP FIXED CORE PLUS INCOME ETF | $6.57万 | 0.01% | 2,939 | 23 | 0.8% | $514 | 加仓 |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | $6.43万 | 0.01% | 1,370 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $6.38万 | 0.01% | 1,147 | 3 | 0.3% | $167 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.30万 | 0.01% | 4,026 | -138 | -3.3% | -$2,160 | 减仓 |
| VO | VANGUARD MID CAP ETF | $6.21万 | 0.01% | 216 | 16 | 8.0% | $4,602 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6.17万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $6.13万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $6.10万 | 0.01% | 474 | 3 | 0.6% | $386 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6.03万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U S GROWTH ETF | $5.95万 | 0.01% | 384 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.87万 | 0.01% | 1,460 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STREET CAPITAL CORP | $5.67万 | 0.01% | 1,070 | 18 | 1.7% | $953 | 加仓 |
| IMO | IMPERIAL OIL LTD | $5.59万 | 0.01% | 428 | 3 | 0.7% | $392 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.55万 | 0.01% | 336 | 3 | 0.9% | $495 | 加仓 |
| SO | SOUTHERN COMPANY | $5.40万 | 0.01% | 560 | 4 | 0.7% | $386 | 加仓 |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | $5.26万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $5.24万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $5.19万 | 0.01% | 1,994 | 1 | 0.1% | $26 | 加仓 |
| XLU | STATE STREET UTILS SELECT SECTOR SPDR ETF | $5.16万 | 0.01% | 1,124 | 7 | 0.6% | $321 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $5.12万 | 0.01% | 520 | 57 | 12.3% | $5,612 | 加仓 |
| PSA | PUBLIC STORAGE INC | $5.11万 | 0.01% | 189 | 2 | 1.1% | $541 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $5.05万 | 0.01% | 561 | 4 | 0.7% | $360 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $4.92万 | 0.01% | 189 | 1 | 0.5% | $260 | 加仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $4.90万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4.77万 | 0.01% | 2,120 | -498 | -19.0% | -$1.12万 | 减仓 |
| VOT | VANGUARD MID CAP GROWTH ETF | $4.75万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUEBEC | $4.74万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS LLC CL A | $4.72万 | 0.01% | 188 | 3 | 1.6% | $753 | 加仓 |
| Q | QNITY ELECTRONICS INC | $4.65万 | 0.01% | 403 | 1 | 0.2% | $115 | 加仓 |
| IEO | ISHARES U S OIL & GAS EXPLORATION & PROD ETF | $4.62万 | 0.01% | 370 | -68 | -15.5% | -$8,488 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $4.58万 | 0.01% | 1,193 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SHS | $4.51万 | 0.01% | 485 | 4 | 0.8% | $372 | 加仓 |
| CMI | CUMMINS INC | $4.50万 | 0.01% | 84 | 1 | 1.2% | $535 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.45万 | 0.01% | 130 | -13 | -9.1% | -$4,446 | 减仓 |
| MRK | MERCK & COMPANY INC | $4.39万 | 0.01% | 365 | 1 | 0.3% | $120 | 加仓 |
| — | INLAND REAL ESTATE INCOME TRUST INC | $4.38万 | 0.01% | 2,593 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U S STOCK ETF | $4.34万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.26万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| BIBL | INSPIRE 100 ETF | $4.16万 | 0.01% | 882 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $4.05万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DE | $3.92万 | 0.01% | 1,170 | 11 | 0.9% | $369 | 加仓 |
| PAVE | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | $3.90万 | 0.01% | 767 | 5 | 0.7% | $254 | 加仓 |
| BLK | BLACKROCK FDG INC | $3.89万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.80万 | 0.01% | 642 | 2 | 0.3% | $118 | 加仓 |
| — | DUPONT DE NEMOURS INC | $3.72万 | 0.01% | 812 | 3 | 0.4% | $137 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.70万 | 0.01% | 740 | 4 | 0.5% | $200 | 加仓 |
| SNDR | SCHNEIDER NATL INC WI CL B | $3.61万 | 0.01% | 1,368 | 4 | 0.3% | $105 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3.55万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |