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 |
|---|---|---|---|---|---|---|---|---|
| LWLG | LIGHTWAVE LOGIC INC | $1,041 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $983 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | -327 | -96.5% | -$2.52万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $901 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $892 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP CL A | $885 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | LUCID DIAGNOSTICS INC | $856 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDING LIMITED SPONSORED ADR | $770 | 0.00% | 15 | 15 | — | $770 | 新建仓 |
| RKT | ROCKET COS INC CL A | $740 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | $729 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC CL A | $727 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GREAT WALL MOTOR CO LTD ADR | $701 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $700 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GANFENG LITHIUM GROUP CO LTD SHS H | $693 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| OILK | PROSHARES K-1 FREE CRUDE OIL ETF | $617 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | BRC INC CL A | $555 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N V | $534 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | GLENSTAR MINERALS INC | $532 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $526 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $500 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $490 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $481 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $446 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $427 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ADIDAS AG NAMEN AKT | $409 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS REPSTG CL A ORD SHS | $371 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $355 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A | $327 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | SUNNY OPTICAL TECH GRP COMPANY LTD ADR | $312 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC | $306 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC | $292 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP CORP | $263 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U S LARGE CAP GROWTH ETF | $203 | 0.00% | 6 | 6 | — | $203 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $129 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM COMPANY | $129 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS LTD | $127 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC SPON ADS | $112 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CL A | $111 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | $102 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | WOLFSPEED INC DEL | $97 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $90 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC CL A | $89 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | SOLARWINDOW TECHNOLOGIES INC | $59 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | PLURI INC | $54 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SONY FINANCIAL GROUP INC ADR | $35 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP | $21 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC NO PAR | $11 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $10 | 0.00% | 0 | -20 | -100.0% | -$3,153 | 清仓 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER K | $8 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | KATAPULT HOLDINGS INC | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER A | $5 | 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 | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC | $1 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -7,219 | -100.0% | -$163.18万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -271 | -100.0% | -$3.72万 | 清仓 |
| MGC | VANGUARD MEGA CAP INDEX ETF | $0 | 0.00% | 0 | -144 | -100.0% | -$3.41万 | 清仓 |
| TCPB | THRIVENT CORE PLUS BOND ETF | $0 | 0.00% | 0 | -541 | -100.0% | -$2.75万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -318 | -100.0% | -$2.56万 | 清仓 |
| IWLG | NYLI WINSLOW LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | -334 | -100.0% | -$1.59万 | 清仓 |
| IPAC | ISHARES CORE MSCI PAC ETF | $0 | 0.00% | 0 | -190 | -100.0% | -$1.45万 | 清仓 |
| TSME | THRIVENT SMALL MID CAP EQUITY ETF | $0 | 0.00% | 0 | -327 | -100.0% | -$1.36万 | 清仓 |
| XTEN | BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -251 | -100.0% | -$1.15万 | 清仓 |
| XTWY | BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -306 | -100.0% | -$1.15万 | 清仓 |
| ABNB | AIRBNB INC CL A | $0 | 0.00% | 0 | -50 | -100.0% | -$6,314 | 清仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -47 | -100.0% | -$5,441 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -104 | -100.0% | -$3,658 | 清仓 |
| QXO | QXO INC PAR VALUE $0.00001 | $0 | 0.00% | 0 | -127 | -100.0% | -$2,466 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,676 | 清仓 |
| HYLN | HYLIION HOLDINGS CORP CL A | $0 | 0.00% | 0 | -89 | -100.0% | -$157 | 清仓 |
| — | BLACKROCK UTILS RTS INFRA & PWR EXP 04/02/26 OPPTYS TR | $0 | 0.00% | 0 | -664 | -100.0% | -$5 | 清仓 |
| — | CANNABIS SCIENCE INC | $0 | 0.00% | 4,800 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TPI COMPOSITES INC | $0 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | CANNAMERICA BRANDS CORP | $0 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | 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 |
| — | MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC | $0 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | DMK PHARMACEUTICALS CORP PAR $0.0001 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DOGECOIN CASH INC 144A | $0 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | VERTICAL COMPUTER SYSTEMS INC | $0 | 0.00% | 1,883 | 0 | 0.0% | — | 不变 |
| — | CYBER ARK SOFTWARE SUBMITTED FOR TENDER LTD | $0 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | SHARING ECONOMY INTL INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CRRC CORP LTD SHS H | $0 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |