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 |
|---|---|---|---|---|---|---|---|---|
| — | KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | $3,102 | 0.00% | 308 | 1 | 0.3% | $10 | 加仓 |
| CRWV | COREWEAVE INC CL A | $3,099 | 0.00% | 40 | 40 | — | $3,099 | 新建仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $3,039 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $2,965 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MKC | MC CORMICK & CO INC NON VOTING | $2,875 | 0.00% | 57 | -58 | -50.4% | -$2,925 | 减仓 |
| — | DIMENSIONAL U S TARGET VALUE ETF | $2,749 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC CL A | $2,703 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2,562 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $2,548 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2,509 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC PAR VALUE $0.00001 | $2,466 | 0.00% | 127 | 127 | — | $2,466 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REPSTG ORD SHS CL A | $2,451 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $2,423 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,416 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A | $2,371 | 0.00% | 19 | 19 | — | $2,371 | 新建仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $2,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,261 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $2,246 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICROCAP ETF | $2,235 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TEAM INC | $2,232 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,195 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | $2,177 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $2,168 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CALF | PACER U S SMALL CAP CASH COWS ETF | $2,154 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPON ADR | $2,147 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $2,102 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW SPON ADR NO PAR | $2,093 | 0.00% | 139 | 2 | 1.5% | $30 | 加仓 |
| WU | WESTERN UNION CO | $2,073 | 0.00% | 237 | 6 | 2.6% | $52 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,945 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CL A | $1,911 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYSTEMS CORP DEL | $1,903 | 0.00% | 1,012 | 517 | 104.4% | $972 | 加仓 |
| EZA | ISHARES MSCI SOUTH AFRICA ETF | $1,898 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,824 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | PANASONIC HOLDINGS CORP ADR | $1,780 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC COMPANY INC | $1,771 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $1,766 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPON ADR | $1,766 | 0.00% | 12 | 1 | 9.1% | $147 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $1,702 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $1,677 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1,676 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD SHS H | $1,643 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,641 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVEC | NVE CORP | $1,586 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $1,564 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1,548 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $1,441 | 0.00% | 166 | 2 | 1.2% | $17 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,431 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FARMERS MARKET INC | $1,388 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC CORP | $1,370 | 0.00% | 53 | 1 | 1.9% | $26 | 加仓 |
| UNM | UNUM GROUP | $1,354 | 0.00% | 19 | 1 | 5.6% | $71 | 加仓 |
| DKNG | DRAFTKINGS INC CL A | $1,297 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,235 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES AG SPONSORED ADR | $1,085 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,056 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC CL B | $1,044 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $994 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $991 | 0.00% | 13 | -16 | -55.2% | -$1,220 | 减仓 |
| — | GANFENG LITHIUM GROUP CO LTD SHS H | $985 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL INC | $939 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | GREAT WALL MOTOR CO LTD ADR | $930 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | LUCID DIAGNOSTICS INC | $920 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $878 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $876 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A | $858 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $847 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $833 | 0.00% | 2 | 2 | — | $833 | 新建仓 |
| SONY | SONY GROUP CORP ADR | $830 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $816 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $800 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | $798 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $773 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP CL A | $746 | 0.00% | 117 | 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 |
| OILK | PROSHARES K-1 FREE CRUDE OIL ETF | $703 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $691 | 0.00% | 15 | 15 | — | $691 | 新建仓 |
| NVO | NOVO NORDISK AS ADR | $675 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC CL A | $670 | 0.00% | 47 | 47 | — | $670 | 新建仓 |
| STLA | STELLANTIS N V | $660 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS REPSTG CL A ORD SHS | $479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $416 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $403 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BRC INC CL A | $388 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $356 | 0.00% | 7 | 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 |
| TDOC | TELADOC HEALTH INC | $338 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP CORP | $316 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC | $308 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | ADIDAS AG NAMEN AKT | $305 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $303 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | SUNNY OPTICAL TECH GRP COMPANY LTD ADR | $279 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A | $202 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | $158 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP CL A | $157 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $143 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC CL A | $117 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CL A | $115 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS LTD | $112 | 0.00% | 6 | 0 | 0.0% | — | 不变 |