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 |
|---|---|---|---|---|---|---|---|---|
| PAVE | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | $4.52万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4.48万 | 0.01% | 375 | -1 | -0.3% | -$119 | 减仓 |
| HD | HOME DEPOT INC | $4.47万 | 0.01% | 127 | 47 | 58.8% | $1.65万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $4.42万 | 0.01% | 465 | 84 | 22.0% | $7,982 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.41万 | 0.01% | 178 | -108 | -37.8% | -$2.68万 | 减仓 |
| — | INLAND REAL ESTATE INCOME TRUST INC | $4.38万 | 0.01% | 2,593 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING INDEX ETF | $4.22万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SHS | $4.21万 | 0.01% | 543 | 58 | 12.0% | $4,499 | 加仓 |
| IVT | INVENTRUST PROPERTIES CORP | $4.11万 | 0.01% | 1,161 | 9 | 0.8% | $319 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.10万 | 0.01% | 41 | 18 | 78.3% | $1.80万 | 加仓 |
| IEO | ISHARES U S OIL & GAS EXPLORATION & PROD ETF | $4.08万 | 0.01% | 372 | 2 | 0.5% | $219 | 加仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | $3.94万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG INC | $3.90万 | 0.01% | 41 | 1 | 2.5% | $950 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $3.88万 | 0.01% | 853 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND CLIFFS INC | $3.82万 | 0.01% | 4,070 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.77万 | 0.01% | 742 | 2 | 0.3% | $102 | 加仓 |
| KMI | KINDER MORGAN INC DE | $3.77万 | 0.01% | 1,180 | 10 | 0.9% | $320 | 加仓 |
| — | DUPONT DE NEMOURS INC | $3.69万 | 0.01% | 272 | -537 | -66.4% | -$7.28万 | 重新持有 |
| LUV | SOUTHWEST AIRLINES CO | $3.67万 | 0.01% | 713 | 3 | 0.4% | $154 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $3.63万 | 0.01% | 728 | 8 | 1.1% | $398 | 加仓 |
| — | TOPBUILD CORP | $3.55万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP | $3.51万 | 0.01% | 1,066 | 11 | 1.0% | $362 | 加仓 |
| USB | U S BANCORP DE | $3.44万 | 0.01% | 570 | 5 | 0.9% | $302 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND INC | $3.43万 | 0.01% | 2,328 | 76 | 3.4% | $1,118 | 加仓 |
| GSK | GSK PLC SPON ADR | $3.42万 | 0.01% | 652 | 125 | 23.7% | $6,555 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $3.42万 | 0.01% | 139 | 1 | 0.7% | $246 | 加仓 |
| ARKK | ARK INNOVATION ETF | $3.39万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.24万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.24万 | 0.01% | 404 | 3 | 0.7% | $241 | 加仓 |
| DUK | DUKE ENERGY CORP | $3.23万 | 0.01% | 255 | 2 | 0.8% | $253 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3.20万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STREET CAPITAL CORP | $3.15万 | 0.01% | 606 | -464 | -43.4% | -$2.41万 | 减仓 |
| MS | MORGAN STANLEY | $3.05万 | 0.01% | 146 | 146 | — | $3.05万 | 新建仓 |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | $3.04万 | 0.01% | 576 | 5 | 0.9% | $264 | 加仓 |
| IBM | INTL BUSINESS MACHINES CORP | $3.02万 | 0.01% | 107 | 20 | 23.0% | $5,645 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.99万 | 0.01% | 420 | 143 | 51.6% | $1.02万 | 加仓 |
| JCI | JOHNSON CONTROLS INTL PLC | $2.90万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.88万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS LTD PARTNERSHIP | $2.79万 | 0.01% | 1,105 | 19 | 1.7% | $480 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.77万 | 0.01% | 177 | 13 | 7.9% | $2,038 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $2.77万 | 0.01% | 240 | 1 | 0.4% | $115 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.77万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.69万 | 0.01% | 213 | 1 | 0.5% | $126 | 加仓 |
| SAP | SAP SE SPON ADR | $2.54万 | 0.01% | 165 | 74 | 81.3% | $1.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.42万 | 0.01% | 71 | 61 | 610.0% | $2.08万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $2.37万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.35万 | 0.00% | 1,070 | 16 | 1.5% | $351 | 加仓 |
| DOV | DOVER CORP | $2.32万 | 0.00% | 104 | 37 | 55.2% | $8,263 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.31万 | 0.00% | 47 | 45 | 2,250.0% | $2.21万 | 加仓 |
| CMCSA | COMCAST CORP CL A | $2.23万 | 0.00% | 910 | 6 | 0.7% | $147 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | $2.23万 | 0.00% | 604 | 6 | 1.0% | $221 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $2.20万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TRUST CORP | $2.19万 | 0.00% | 126 | 1 | 0.8% | $174 | 加仓 |
| WELL | WELLTOWER INC | $2.16万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $2.15万 | 0.00% | 132 | 26 | 24.5% | $4,237 | 加仓 |
| TLT | ISHARES 20 YR TREASURY BOND ETF | $2.15万 | 0.00% | 249 | 3 | 1.2% | $259 | 加仓 |
| BKR | BAKER HUGHES CO | $2.14万 | 0.00% | 386 | 1 | 0.3% | $56 | 加仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $2.11万 | 0.00% | 477 | 1 | 0.2% | $44 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.01万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.01万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2.00万 | 0.00% | 677 | 6 | 0.9% | $177 | 加仓 |
| BUI | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | $1.97万 | 0.00% | 678 | 10 | 1.5% | $290 | 加仓 |
| AA | ALCOA CORP | $1.96万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| KRE | SPDR S&P REGIONAL BANKING ETF | $1.93万 | 0.00% | 258 | 1 | 0.4% | $75 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS ETF | $1.92万 | 0.00% | 199 | 2 | 1.0% | $193 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $1.90万 | 0.00% | 127 | 1 | 0.8% | $150 | 加仓 |
| KVUE | KENVUE INC | $1.90万 | 0.00% | 992 | 12 | 1.2% | $229 | 加仓 |
| ETR | ENTERGY CORP | $1.89万 | 0.00% | 164 | 1 | 0.6% | $115 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1.88万 | 0.00% | 41 | 10 | 32.3% | $4,591 | 加仓 |
| IP | INTL PAPER COMPANY | $1.88万 | 0.00% | 493 | 493 | — | $1.88万 | 新建仓 |
| DFUS | DIMENSIONAL U S EQUITY MARKET ETF | $1.84万 | 0.00% | 225 | 1 | 0.4% | $82 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1.83万 | 0.00% | 690 | 690 | — | $1.83万 | 新建仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.82万 | 0.00% | 227 | 3 | 1.3% | $240 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB COMPANY | $1.79万 | 0.00% | 311 | 4 | 1.3% | $230 | 加仓 |
| LEU | CENTRUS ENERGY CORP CL A | $1.78万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.78万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.77万 | 0.00% | 136 | 1 | 0.7% | $130 | 加仓 |
| TM | TOYOTA MOTOR CORP SPON ADR | $1.73万 | 0.00% | 103 | 103 | — | $1.73万 | 新建仓 |
| — | ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR | $1.71万 | 0.00% | 890 | 890 | — | $1.71万 | 新建仓 |
| YUM | YUM BRANDS INC | $1.70万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.69万 | 0.00% | 517 | 4 | 0.8% | $131 | 加仓 |
| BTI | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | $1.66万 | 0.00% | 269 | 4 | 1.5% | $247 | 加仓 |
| TPLC | TIMOTHY PLAN U S LARGE MID CAP CORE ETF | $1.65万 | 0.00% | 328 | 1 | 0.3% | $50 | 加仓 |
| NUE | NUCOR CORP | $1.65万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC | $1.65万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC | $1.63万 | 0.00% | 108 | 1 | 0.9% | $151 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.61万 | 0.00% | 103 | 1 | 1.0% | $156 | 加仓 |
| — | WARNER BROS DISCOVERY INC SER A | $1.61万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.55万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.55万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.53万 | 0.00% | 224 | 1 | 0.4% | $68 | 加仓 |
| UBS | UBS GROUP AG | $1.50万 | 0.00% | 303 | 70 | 30.0% | $3,475 | 重新持有 |
| — | UNICREDIT SPA ADR NEW 2017 | $1.48万 | 0.00% | 332 | 332 | — | $1.48万 | 新建仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.47万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPON ADR REPSTG REG SHS | $1.43万 | 0.00% | 140 | 32 | 29.6% | $3,280 | 加仓 |
| SMR | NUSCALE POWER CORP | $1.43万 | 0.00% | 1,422 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | $1.40万 | 0.00% | 224 | 1 | 0.4% | $63 | 加仓 |
| USAR | USA RARE EARTH INC | $1.38万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.38万 | 0.00% | 254 | 3 | 1.2% | $163 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1.36万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |