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 |
|---|---|---|---|---|---|---|---|---|
| SJM | SMUCKER JM COMPANY | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC SPON ADS | $101 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | PLURI INC | $88 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SOLARWINDOW TECHNOLOGIES INC | $86 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $73 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SONY FINANCIAL GROUP INC ADR | $36 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WOLFSPEED INC DEL | $33 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP | $21 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC NO PAR | $13 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER K | $10 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | KATAPULT HOLDINGS INC | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK UTILS RTS INFRA & PWR EXP 04/02/26 OPPTYS TR | $5 | 0.00% | 664 | 664 | — | $5 | 新建仓 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER A | $4 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER Z | $4 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTERTAINMENT HOLDINGS INC CL A | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC | $1 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -345 | -100.0% | -$4.57万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$1.72万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBER ARK SOFTWARE LTD | $0 | 0.00% | 0 | -24 | -100.0% | -$1.07万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -365 | -100.0% | -$1.06万 | 清仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $0 | 0.00% | 0 | -86 | -100.0% | -$9,663 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -17 | -100.0% | -$3,308 | 清仓 |
| — | HIGHLANDS REIT INC | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CL A | $0 | 0.00% | 0 | -200 | -100.0% | -$1,504 | 清仓 |
| DNP | DNP SELECT INCOME FUND INC | $0 | 0.00% | 0 | -8 | -100.0% | -$85 | 清仓 |
| — | SHARING ECONOMY INTL INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANNABIS SCIENCE INC | $0 | 0.00% | 4,800 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER CORP | $0 | 0.00% | 0 | -52 | -100.0% | — | 清仓 |
| — | GLATFELTER CORP OLD | $0 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE RIGHTS | $0 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | CANNAMERICA BRANDS CORP | $0 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC | $0 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | WOLFSPEED INC SUBMITTED FOR ESCROW | $0 | 0.00% | 0 | -238 | -100.0% | — | 清仓 |
| — | DMK PHARMACEUTICALS CORP PAR $0.0001 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VERTICAL COMPUTER SYSTEMS INC NEW | $0 | 0.00% | 1,883 | 0 | 0.0% | — | 不变 |
| — | TPI COMPOSITES INC | $0 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | CRRC CORP LTD SHS H | $0 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC 144A | $0 | 0.00% | 93 | 93 | — | — | 新建仓 |
| — | CYBER ARK SOFTWARE SUBMITTED FOR TENDER LTD | $0 | 0.00% | 24 | 24 | — | — | 新建仓 |