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 |
|---|---|---|---|---|---|---|---|---|
| — | TOPBUILD CORP | $3.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PROPERTIES CORP | $3.51万 | 0.01% | 1,152 | 10 | 0.9% | $305 | 加仓 |
| CLF | CLEVELAND CLIFFS INC | $3.44万 | 0.01% | 4,070 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING INDEX ETF | $3.43万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX ETF | $3.41万 | 0.01% | 144 | 144 | — | $3.41万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3.34万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $3.33万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL CORP | $3.31万 | 0.01% | 720 | 8 | 1.1% | $368 | 加仓 |
| DUK | DUKE ENERGY CORP | $3.31万 | 0.01% | 253 | 2 | 0.8% | $262 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.27万 | 0.01% | 47 | 18 | 62.1% | $1.25万 | 加仓 |
| FDX | FEDEX CORP | $3.26万 | 0.01% | 92 | -3 | -3.2% | -$1,064 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND INC | $3.25万 | 0.01% | 2,252 | 94 | 4.4% | $1,356 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3.24万 | 0.01% | 202 | 53 | 35.6% | $8,489 | 加仓 |
| XEL | XCEL ENERGY INC | $3.18万 | 0.01% | 401 | 3 | 0.8% | $238 | 加仓 |
| BCML | BAYCOM CORP | $3.14万 | 0.01% | 1,055 | 10 | 1.0% | $297 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $3.09万 | 0.01% | 853 | -131 | -13.3% | -$4,745 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.95万 | 0.01% | 212 | 1 | 0.5% | $139 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.95万 | 0.01% | 125 | 1 | 0.8% | $236 | 加仓 |
| DMLP | DORCHESTER MINERALS LTD PARTNERSHIP | $2.94万 | 0.01% | 1,086 | 32 | 3.0% | $867 | 加仓 |
| USB | U S BANCORP DE | $2.94万 | 0.01% | 565 | 6 | 1.1% | $312 | 加仓 |
| GSK | GSK PLC SPON ADR | $2.91万 | 0.01% | 527 | 4 | 0.8% | $221 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $2.87万 | 0.01% | 138 | 1 | 0.7% | $208 | 加仓 |
| ARKK | ARK INNOVATION ETF | $2.84万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | $2.83万 | 0.01% | 571 | 4 | 0.7% | $198 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $2.75万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| TCPB | THRIVENT CORE PLUS BOND ETF | $2.75万 | 0.01% | 541 | 541 | — | $2.75万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQUITY ETF | $2.72万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES CO | $2.67万 | 0.01% | 710 | 3 | 0.4% | $113 | 加仓 |
| HD | HOME DEPOT INC | $2.63万 | 0.01% | 80 | 1 | 1.3% | $328 | 加仓 |
| CMCSA | COMCAST CORP CL A | $2.60万 | 0.01% | 904 | 197 | 27.9% | $5,657 | 加仓 |
| JCI | JOHNSON CONTROLS INTL PLC | $2.59万 | 0.01% | 198 | -216 | -52.2% | -$2.83万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $2.56万 | 0.01% | 318 | 318 | — | $2.56万 | 新建仓 |
| AA | ALCOA CORP | $2.49万 | 0.01% | 375 | 1 | 0.3% | $66 | 加仓 |
| GE | GE AEROSPACE | $2.46万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $2.36万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $2.35万 | 0.01% | 385 | 1 | 0.3% | $61 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.26万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.21万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.21万 | 0.01% | 339 | -11 | -3.1% | -$718 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $2.18万 | 0.00% | 126 | 1 | 0.8% | $173 | 加仓 |
| TLT | ISHARES 20 YR TREASURY BOND ETF | $2.13万 | 0.00% | 246 | 2 | 0.8% | $173 | 加仓 |
| IBM | INTL BUSINESS MACHINES CORP | $2.11万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $2.03万 | 0.00% | 598 | 1 | 0.2% | $34 | 加仓 |
| HPQ | HP INC | $2.02万 | 0.00% | 1,054 | 14 | 1.3% | $269 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.98万 | 0.00% | 23 | -5 | -17.9% | -$4,302 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.97万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.88万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB COMPANY | $1.86万 | 0.00% | 307 | 3 | 1.0% | $182 | 加仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $1.85万 | 0.00% | 476 | 2 | 0.4% | $78 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS ETF | $1.85万 | 0.00% | 197 | 2 | 1.0% | $187 | 加仓 |
| LEU | CENTRUS ENERGY CORP CL A | $1.84万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $1.84万 | 0.00% | 106 | 1 | 1.0% | $173 | 加仓 |
| ETR | ENTERGY CORP | $1.84万 | 0.00% | 163 | 1 | 0.6% | $113 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.78万 | 0.00% | 224 | 3 | 1.4% | $238 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.77万 | 0.00% | 277 | 1 | 0.4% | $64 | 加仓 |
| BUI | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | $1.76万 | 0.00% | 668 | 10 | 1.5% | $264 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $1.75万 | 0.00% | 125 | 1 | 0.8% | $140 | 加仓 |
| LQD | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | $1.72万 | 0.00% | 158 | 1 | 0.6% | $109 | 加仓 |
| BABA | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $1.72万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC | $1.71万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.69万 | 0.00% | 980 | 10 | 1.0% | $172 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $1.67万 | 0.00% | 257 | 2 | 0.8% | $130 | 加仓 |
| — | WARNER BROS DISCOVERY INC SER A | $1.66万 | 0.00% | 603 | 128 | 26.9% | $3,515 | 加仓 |
| YUM | YUM BRANDS INC | $1.64万 | 0.00% | 106 | 1 | 1.0% | $155 | 加仓 |
| TGT | TARGET CORP | $1.64万 | 0.00% | 135 | 1 | 0.7% | $121 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.61万 | 0.00% | 51 | 1 | 2.0% | $315 | 加仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | $1.60万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IWLG | NYLI WINSLOW LARGE CAP GROWTH ETF | $1.59万 | 0.00% | 334 | 334 | — | $1.59万 | 新建仓 |
| DFUS | DIMENSIONAL U S EQUITY MARKET ETF | $1.59万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.57万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $1.55万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | $1.55万 | 0.00% | 265 | 3 | 1.1% | $175 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.55万 | 0.00% | 671 | 8 | 1.2% | $185 | 加仓 |
| SMR | NUSCALE POWER CORP | $1.54万 | 0.00% | 1,422 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.53万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN U S LARGE MID CAP CORE ETF | $1.52万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.51万 | 0.00% | 524 | 402 | 329.5% | $1.16万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1.50万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.48万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.46万 | 0.00% | 192 | 5 | 2.7% | $381 | 加仓 |
| IPAC | ISHARES CORE MSCI PAC ETF | $1.45万 | 0.00% | 190 | 190 | — | $1.45万 | 新建仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $1.45万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | $1.42万 | 0.00% | 223 | 1 | 0.5% | $64 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.41万 | 0.00% | 102 | 102 | — | $1.41万 | 新建仓 |
| DOV | DOVER CORP | $1.40万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.38万 | 0.00% | 223 | 2 | 0.9% | $123 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $1.37万 | 0.00% | 456 | 3 | 0.7% | $90 | 加仓 |
| TSME | THRIVENT SMALL MID CAP EQUITY ETF | $1.36万 | 0.00% | 327 | 327 | — | $1.36万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.36万 | 0.00% | 69 | 1 | 1.5% | $197 | 加仓 |
| KR | KROGER CO | $1.36万 | 0.00% | 188 | 1 | 0.5% | $72 | 加仓 |
| ENB | ENBRIDGE INC | $1.36万 | 0.00% | 251 | -28 | -10.0% | -$1,515 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.36万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.35万 | 0.00% | 513 | 4 | 0.8% | $105 | 加仓 |
| UUUU | ENERGY FUELS INC | $1.34万 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $1.33万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES MSCI MEXICO ETF | $1.30万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.30万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.25万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.24万 | 0.00% | 152 | 2 | 1.3% | $163 | 加仓 |
| SLB | SLB LTD | $1.22万 | 0.00% | 237 | 1 | 0.4% | $51 | 加仓 |