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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $4,710.52万 | 10.75% | 595,816 | -1,108 | -0.2% | -$8.76万 | 减仓 |
| NVDA | NVIDIA CORP | $3,345.59万 | 7.64% | 191,834 | -2,056 | -1.1% | -$35.86万 | 减仓 |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | $2,924.85万 | 6.68% | 499,633 | 793 | 0.2% | $4.64万 | 加仓 |
| AAPL | APPLE INC | $2,723.68万 | 6.22% | 107,320 | -1,472 | -1.4% | -$37.36万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $2,653.26万 | 6.06% | 320,635 | 2,255 | 0.7% | $18.66万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $2,244.27万 | 5.12% | 244,901 | -1,441 | -0.6% | -$13.21万 | 减仓 |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $2,123.81万 | 4.85% | 779,954 | 7,872 | 1.0% | $21.44万 | 加仓 |
| GOOG | ALPHABET INC CL C | $1,740.26万 | 3.97% | 60,666 | -1,747 | -2.8% | -$50.11万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,688.80万 | 3.86% | 81,087 | -89 | -0.1% | -$1.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,490.09万 | 3.40% | 40,254 | 371 | 0.9% | $13.73万 | 加仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $1,197.53万 | 2.73% | 119,526 | 2,040 | 1.7% | $20.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $1,189.13万 | 2.71% | 24,815 | -53 | -0.2% | -$2.54万 | 减仓 |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $1,181.46万 | 2.70% | 107,026 | -886 | -0.8% | -$9.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $704.41万 | 1.61% | 23,946 | -200 | -0.8% | -$5.88万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $667.27万 | 1.52% | 144,462 | -3,415 | -2.3% | -$15.77万 | 减仓 |
| QQQ | INVESCO QQQ ETF | $614.92万 | 1.40% | 10,654 | 75 | 0.7% | $4.33万 | 加仓 |
| V | VISA INC CL A | $549.21万 | 1.25% | 18,171 | -66 | -0.4% | -$1.99万 | 减仓 |
| NFLX | NETFLIX INC | $520.12万 | 1.19% | 54,095 | 1,385 | 2.6% | $13.32万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $517.11万 | 1.18% | 7,951 | 807 | 11.3% | $52.48万 | 加仓 |
| ORCL | ONTO INNOVATION INC | $502.46万 | 1.15% | 24,502 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $470.63万 | 1.07% | 14,323 | -40 | -0.3% | -$1.31万 | 减仓 |
| META | META PLATFORMS INC CL A | $424.34万 | 0.97% | 7,417 | 64 | 0.9% | $3.66万 | 加仓 |
| C | CITIGROUP INC | $410.03万 | 0.94% | 36,155 | -770 | -2.1% | -$8.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $358.74万 | 0.82% | 3,600 | 44 | 1.2% | $4.38万 | 加仓 |
| SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | $344.53万 | 0.79% | 73,446 | -310 | -0.4% | -$1.45万 | 减仓 |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | $342.27万 | 0.78% | 41,453 | -158 | -0.4% | -$1.30万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $332.42万 | 0.76% | 33,561 | -3,740 | -10.0% | -$37.04万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | $248.51万 | 0.57% | 74,093 | 1,923 | 2.7% | $6.45万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $247.79万 | 0.57% | 7,724 | 279 | 3.7% | $8.95万 | 加仓 |
| CRM | SALESFORCE INC | $232.85万 | 0.53% | 12,474 | 103 | 0.8% | $1.92万 | 加仓 |
| KO | COCA-COLA COMPANY | $226.87万 | 0.52% | 29,832 | -276 | -0.9% | -$2.10万 | 减仓 |
| RTX | RTX CORP | $225.71万 | 0.52% | 11,701 | 105 | 0.9% | $2.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $213.91万 | 0.49% | 42,611 | 524 | 1.2% | $2.63万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $206.80万 | 0.47% | 80,717 | 2,126 | 2.7% | $5.45万 | 加仓 |
| TSLA | TESLA INC | $173.57万 | 0.40% | 4,669 | 45 | 1.0% | $1.67万 | 加仓 |
| WMT | WALMART INC | $168.75万 | 0.39% | 13,578 | 312 | 2.4% | $3.88万 | 加仓 |
| DIS | WALT DISNEY CO | $164.10万 | 0.37% | 17,027 | 82 | 0.5% | $7,903 | 加仓 |
| — | HONEYWELL INTL INC | $163.18万 | 0.37% | 7,219 | -158 | -2.1% | -$3.57万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $163.07万 | 0.37% | 3,733 | 1,329 | 55.3% | $58.05万 | 加仓 |
| EBAY | EBAY INC | $160.91万 | 0.37% | 17,679 | -517 | -2.8% | -$4.71万 | 减仓 |
| MA | MASTERCARD INC CL A | $155.91万 | 0.36% | 3,120 | -31 | -1.0% | -$1.55万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $149.45万 | 0.34% | 2,191 | 45 | 2.1% | $3.07万 | 加仓 |
| ASML | ASML HOLDING NV | $146.35万 | 0.33% | 1,108 | 44 | 4.1% | $5.81万 | 加仓 |
| CVX | CHEVRON CORP | $143.77万 | 0.33% | 6,949 | -47 | -0.7% | -$9,724 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $119.90万 | 0.27% | 6,176 | -96 | -1.5% | -$1.86万 | 减仓 |
| ADBE | ADOBE INC | $119.80万 | 0.27% | 4,928 | -113 | -2.2% | -$2.75万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $119.13万 | 0.27% | 4,143 | -32 | -0.8% | -$9,201 | 减仓 |
| PG | PROCTER & GAMBLE CO | $114.69万 | 0.26% | 7,940 | 258 | 3.4% | $3.73万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $113.15万 | 0.26% | 2,951 | 9 | 0.3% | $3,451 | 加仓 |
| — | EXXON MOBIL CORP | $112.08万 | 0.26% | 6,606 | -79 | -1.2% | -$1.34万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | $111.34万 | 0.25% | 18,696 | 135 | 0.7% | $8,039 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.04万 | 0.25% | 5,360 | 446 | 9.1% | $9.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $100.37万 | 0.23% | 2,971 | 140 | 4.9% | $4.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $99.91万 | 0.23% | 1,653 | 82 | 5.2% | $4.96万 | 加仓 |
| GLD | SPDR GOLD TRUST GOLD SHARES | $97.80万 | 0.22% | 2,273 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM CORP BOND ETF | $96.50万 | 0.22% | 12,174 | 75 | 0.6% | $5,945 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | $95.16万 | 0.22% | 25,829 | 913 | 3.7% | $3.36万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $90.20万 | 0.21% | 7,791 | 45 | 0.6% | $5,210 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | $87.61万 | 0.20% | 20,162 | 1,646 | 8.9% | $7.15万 | 加仓 |
| KLAC | KLA CORP | $87.22万 | 0.20% | 592 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $86.13万 | 0.20% | 9,614 | -260 | -2.6% | -$2.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $78.82万 | 0.18% | 3,225 | -138 | -4.1% | -$3.37万 | 减仓 |
| MDT | MEDTRONIC PLC | $77.75万 | 0.18% | 8,973 | 39 | 0.4% | $3,379 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $74.90万 | 0.17% | 25,667 | 410 | 1.6% | $1.20万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $72.95万 | 0.17% | 8,275 | -100 | -1.2% | -$8,816 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | $72.70万 | 0.17% | 2,151 | 66 | 3.2% | $2.23万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $68.47万 | 0.16% | 15,139 | -499 | -3.2% | -$2.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $66.23万 | 0.15% | 7,131 | 1,372 | 23.8% | $12.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $63.69万 | 0.15% | 2,981 | -2 | -0.1% | -$427 | 减仓 |
| BP | BP PLC SPON ADR | $60.29万 | 0.14% | 12,827 | -292 | -2.2% | -$1.37万 | 减仓 |
| NKE | NIKE INC CL B | $56.14万 | 0.13% | 10,629 | -266 | -2.4% | -$1.41万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $54.18万 | 0.12% | 4,485 | 15 | 0.3% | $1,812 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $52.90万 | 0.12% | 1,942 | -3 | -0.2% | -$817 | 减仓 |
| AVGO | BROADCOM INC | $52.11万 | 0.12% | 1,684 | 195 | 13.1% | $6.03万 | 加仓 |
| VOO | VANGUARD S&P 500 INDEX ETF | $51.99万 | 0.12% | 870 | 280 | 47.5% | $16.73万 | 加仓 |
| PFE | PFIZER INC | $48.33万 | 0.11% | 17,211 | 209 | 1.2% | $5,869 | 加仓 |
| — | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | $48.16万 | 0.11% | 10,122 | 260 | 2.6% | $1.24万 | 加仓 |
| DE | DEERE & CO | $47.25万 | 0.11% | 839 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $45.38万 | 0.10% | 8,006 | 1,084 | 15.7% | $6.14万 | 加仓 |
| T | AT&T INC | $44.55万 | 0.10% | 15,368 | 107 | 0.7% | $3,102 | 加仓 |
| MMM | 3M COMPANY | $41.73万 | 0.10% | 2,874 | -693 | -19.4% | -$10.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.50万 | 0.09% | 1,534 | -244 | -13.7% | -$6.60万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $40.92万 | 0.09% | 1,816 | 7 | 0.4% | $1,577 | 加仓 |
| MCD | MCDONALDS CORP | $37.54万 | 0.09% | 1,208 | -17 | -1.4% | -$5,284 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $34.83万 | 0.08% | 1,116 | 3 | 0.3% | $936 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $31.73万 | 0.07% | 2,142 | 10 | 0.5% | $1,481 | 加仓 |
| SLV | ISHARES SILVER TRUST | $31.26万 | 0.07% | 4,588 | 207 | 4.7% | $1.41万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $29.46万 | 0.07% | 1,038 | -52 | -4.8% | -$1.48万 | 减仓 |
| ITA | ISHARES U S AEROSPACE & DEFENSE ETF | $28.65万 | 0.07% | 1,310 | 389 | 42.2% | $8.51万 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.24万 | 0.06% | 1,103 | -12 | -1.1% | -$2,964 | 减仓 |
| VTV | VANGUARD VALUE ETF | $27.04万 | 0.06% | 1,378 | 66 | 5.0% | $1.29万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.71万 | 0.06% | 755 | -24 | -3.1% | -$8,491 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $26.09万 | 0.06% | 1,963 | 1 | 0.1% | $133 | 加仓 |
| WM | WASTE MANAGEMENT INC DEL | $24.82万 | 0.06% | 1,080 | 2 | 0.2% | $460 | 加仓 |
| ULST | STATE STREET ULTRA SHORT TERM BOND ETF | $24.09万 | 0.05% | 5,949 | 39 | 0.7% | $1,579 | 加仓 |
| SPYV | STATE STREET SPDR S&P 500 VALUE ETF | $22.49万 | 0.05% | 3,975 | 88 | 2.3% | $4,979 | 加仓 |
| WFC | WELLS FARGO & CO | $22.38万 | 0.05% | 2,811 | 14 | 0.5% | $1,115 | 加仓 |
| F | FORD MOTOR CO | $20.79万 | 0.05% | 18,017 | -475 | -2.6% | -$5,481 | 减仓 |
| — | AMERICAN CONSERVATIVE VALUES ETF | $20.77万 | 0.05% | 4,363 | 6 | 0.1% | $286 | 加仓 |
| AGNC | AGNC INVESTMENT CORP | $20.17万 | 0.05% | 20,112 | 1,124 | 5.9% | $1.13万 | 加仓 |