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 |
|---|---|---|---|---|---|---|---|---|
| ULST | STATE STREET ULTRA SHORT TERM BOND ETF | $24.29万 | 0.05% | 6,008 | 59 | 1.0% | $2,385 | 加仓 |
| SPYV | STATE STREET SPDR S&P 500 VALUE ETF | $24.15万 | 0.05% | 3,972 | -3 | -0.1% | -$182 | 减仓 |
| WM | WASTE MANAGEMENT INC DEL | $24.12万 | 0.05% | 1,082 | 2 | 0.2% | $446 | 加仓 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $23.82万 | 0.05% | 4,367 | 4 | 0.1% | $218 | 加仓 |
| WFC | WELLS FARGO & CO | $23.36万 | 0.05% | 2,826 | 15 | 0.5% | $1,240 | 加仓 |
| AGNC | AGNC INVESTMENT CORP | $22.12万 | 0.05% | 20,289 | 177 | 0.9% | $1,929 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF | $20.51万 | 0.04% | 393 | 1 | 0.3% | $522 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | $20.29万 | 0.04% | 857 | 2 | 0.2% | $474 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $19.31万 | 0.04% | 3,141 | 200 | 6.8% | $1.23万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $19.27万 | 0.04% | 641 | 165 | 34.7% | $4.96万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $18.93万 | 0.04% | 3,842 | 1,050 | 37.6% | $5.17万 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $18.88万 | 0.04% | 1,907 | 1,043 | 120.7% | $10.33万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS A I ETF | $18.70万 | 0.04% | 4,930 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $18.05万 | 0.04% | 2,870 | 154 | 5.7% | $9,687 | 加仓 |
| ABBV | ABBVIE INC | $17.41万 | 0.04% | 692 | 5 | 0.7% | $1,258 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $16.88万 | 0.04% | 1,437 | -198 | -12.1% | -$2.33万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $16.63万 | 0.03% | 3,131 | 22 | 0.7% | $1,168 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $16.62万 | 0.03% | 2,785 | 1,340 | 92.7% | $8.00万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $16.61万 | 0.03% | 2,428 | -22 | -0.9% | -$1,505 | 减仓 |
| MO | ALTRIA GROUP INC | $16.23万 | 0.03% | 2,256 | 268 | 13.5% | $1.93万 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $16.18万 | 0.03% | 1,889 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $15.53万 | 0.03% | 3,927 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET PORT DEVELOPED WORLD EX-US ETF | $15.50万 | 0.03% | 3,075 | 35 | 1.2% | $1,764 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET ETF | $14.53万 | 0.03% | 802 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $14.53万 | 0.03% | 1,397 | -10 | -0.7% | -$1,040 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $14.20万 | 0.03% | 555 | 1 | 0.2% | $256 | 加仓 |
| INTC | INTEL CORP | $13.49万 | 0.03% | 966 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $12.62万 | 0.03% | 105 | 2 | 1.9% | $2,403 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $12.42万 | 0.03% | 653 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $12.17万 | 0.03% | 899 | 37 | 4.3% | $5,009 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $12.02万 | 0.02% | 2,546 | 1,086 | 74.4% | $5.13万 | 加仓 |
| OXY | OSHKOSH CORP | $11.94万 | 0.02% | 2,120 | 2 | 0.1% | $113 | 加仓 |
| — | AMCOR PLC | $11.91万 | 0.02% | 2,748 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $11.87万 | 0.02% | 392 | 265 | 208.7% | $8.02万 | 加仓 |
| LQD | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | $11.87万 | 0.02% | 1,088 | 930 | 588.6% | $10.14万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.77万 | 0.02% | 3,537 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GROUP FIXED CORE PLUS INCOME ETF | $11.66万 | 0.02% | 5,232 | 2,293 | 78.0% | $5.11万 | 加仓 |
| SPYG | STATE STREET SPDR S&P 500 GROWTH ETF | $11.65万 | 0.02% | 979 | 1 | 0.1% | $119 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $11.55万 | 0.02% | 1,314 | 479 | 57.4% | $4.21万 | 加仓 |
| BA | BOEING COMPANY | $11.41万 | 0.02% | 527 | 23 | 4.6% | $4,979 | 加仓 |
| EOG | EOG RESOURCES INC | $10.62万 | 0.02% | 818 | -9 | -1.1% | -$1,168 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $10.44万 | 0.02% | 2,348 | 1,155 | 96.8% | $5.14万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $10.42万 | 0.02% | 1,829 | 97 | 5.6% | $5,528 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $10.37万 | 0.02% | 1,933 | 5 | 0.3% | $268 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.33万 | 0.02% | 965 | 3 | 0.3% | $321 | 加仓 |
| OSK | ORACLE CORP | $10.31万 | 0.02% | 704 | -52 | -6.9% | -$7,616 | 减仓 |
| WPC | W P CAREY INC | $9.86万 | 0.02% | 1,379 | 17 | 1.2% | $1,216 | 加仓 |
| NLR | VANECK URANIUM & NUCLEAR ENERGY ETF | $9.46万 | 0.02% | 815 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $9.21万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.20万 | 0.02% | 498 | 24 | 5.1% | $4,434 | 加仓 |
| ETN | EATON CORP PLC | $9.18万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF | $8.91万 | 0.02% | 562 | 2 | 0.4% | $317 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $8.52万 | 0.02% | 515 | 1 | 0.2% | $166 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQUITY ETF | $8.42万 | 0.02% | 2,432 | 1,510 | 163.8% | $5.23万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC CL A | $8.42万 | 0.02% | 251 | 63 | 33.5% | $2.11万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $8.40万 | 0.02% | 782 | 262 | 50.4% | $2.82万 | 加仓 |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | $8.12万 | 0.02% | 924 | 2 | 0.2% | $176 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $7.89万 | 0.02% | 2,628 | 2,172 | 476.3% | $6.52万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $7.76万 | 0.02% | 1,018 | 8 | 0.8% | $610 | 加仓 |
| ASH | ASHLAND INC | $7.58万 | 0.02% | 1,150 | 3 | 0.3% | $198 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.56万 | 0.02% | 222 | 20 | 9.9% | $6,815 | 加仓 |
| DOW | DOW INC | $7.51万 | 0.02% | 2,744 | -1,276 | -31.7% | -$3.49万 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $7.48万 | 0.02% | 969 | 969 | — | $7.48万 | 新建仓 |
| AKRE | PROFESSIONALLY MANAGED AKRE FOCUS ETF | $7.39万 | 0.02% | 1,389 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7.36万 | 0.02% | 496 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $7.32万 | 0.02% | 1,374 | 850 | 162.2% | $4.53万 | 加仓 |
| TMUS | T-MOBILE US INC | $7.28万 | 0.02% | 434 | 2 | 0.5% | $335 | 加仓 |
| IUSG | ISHARES CORE S&P U S GROWTH ETF | $7.22万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $7.18万 | 0.01% | 4,048 | 22 | 0.5% | $390 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6.93万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $6.87万 | 0.01% | 2,910 | 790 | 37.3% | $1.87万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $6.83万 | 0.01% | 416 | 1 | 0.2% | $164 | 加仓 |
| Q | QNITY ELECTRONICS INC | $6.58万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6.50万 | 0.01% | 351 | 181 | 106.5% | $3.35万 | 加仓 |
| VO | VANGUARD MID CAP ETF | $6.48万 | 0.01% | 804 | -60 | -6.9% | -$4,836 | 减仓 |
| IXC | ISHARE GLOBAL ENERGY ETF | $6.43万 | 0.01% | 1,309 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUEBEC | $6.18万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.13万 | 0.01% | 339 | 3 | 0.9% | $542 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $6.08万 | 0.01% | 564 | 3 | 0.5% | $323 | 加仓 |
| PSA | PUBLIC STORAGE INC | $6.06万 | 0.01% | 190 | 1 | 0.5% | $319 | 加仓 |
| PLXS | PLEXUS CORP | $6.01万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $6.00万 | 0.01% | 514 | 8 | 1.6% | $933 | 加仓 |
| CMI | CUMMINS INC | $5.98万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INC | $5.83万 | 0.01% | 453 | 88 | 24.1% | $1.13万 | 加仓 |
| VOT | VANGUARD MID CAP GROWTH ETF | $5.67万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MID CAP 400 ETF | $5.60万 | 0.01% | 80 | 1 | 1.3% | $700 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | $5.50万 | 0.01% | 1,045 | -1,100 | -51.3% | -$5.79万 | 减仓 |
| SO | SOUTHERN COMPANY | $5.40万 | 0.01% | 565 | 5 | 0.9% | $478 | 加仓 |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | $5.33万 | 0.01% | 1,370 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | $5.25万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $5.24万 | 0.01% | 2,039 | 45 | 2.3% | $1,156 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $5.19万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $5.14万 | 0.01% | 190 | 1 | 0.5% | $271 | 加仓 |
| XLU | STATE STREET UTILS SELECT SECTOR SPDR ETF | $5.13万 | 0.01% | 1,131 | 7 | 0.6% | $317 | 加仓 |
| BIBL | INSPIRE 100 ETF | $5.13万 | 0.01% | 886 | 4 | 0.5% | $232 | 加仓 |
| ESGV | VANGUARD ESG U S STOCK ETF | $5.12万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WI CL B | $5.02万 | 0.01% | 1,373 | 5 | 0.4% | $183 | 加仓 |
| IMO | IMPERIAL OIL LTD | $4.81万 | 0.01% | 430 | 2 | 0.5% | $224 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4.62万 | 0.01% | 683 | 41 | 6.4% | $2,772 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.60万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |