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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $5,421.60万 | 11.26% | 597,158 | 1,342 | 0.2% | $12.18万 | 加仓 |
| NVDA | NVIDIA CORP | $3,739.41万 | 7.77% | 186,886 | -4,948 | -2.6% | -$99.00万 | 减仓 |
| AAPL | APPLE INC | $3,051.18万 | 6.34% | 105,446 | -1,874 | -1.7% | -$54.23万 | 减仓 |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | $2,941.02万 | 6.11% | 505,330 | 5,697 | 1.1% | $33.16万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $2,697.07万 | 5.60% | 326,324 | 5,689 | 1.8% | $47.02万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $2,239.66万 | 4.65% | 244,398 | -503 | -0.2% | -$4.61万 | 减仓 |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $2,162.35万 | 4.49% | 791,200 | 11,246 | 1.4% | $30.74万 | 加仓 |
| GOOG | ALPHABET INC CL C | $2,077.91万 | 4.32% | 58,809 | -1,857 | -3.1% | -$65.61万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,890.75万 | 3.93% | 79,330 | -1,757 | -2.2% | -$41.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,528.49万 | 3.18% | 40,976 | 722 | 1.8% | $26.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $1,237.54万 | 2.57% | 24,731 | -84 | -0.3% | -$4.20万 | 减仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $1,185.81万 | 2.46% | 118,391 | -1,135 | -0.9% | -$11.37万 | 减仓 |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $1,099.98万 | 2.28% | 99,681 | -7,345 | -6.9% | -$81.05万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $936.32万 | 1.94% | 31,432 | -2,129 | -6.3% | -$63.42万 | 减仓 |
| QQQ | INVESCO QQQ ETF | $795.28万 | 1.65% | 10,800 | 146 | 1.4% | $10.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $772.58万 | 1.60% | 23,603 | -343 | -1.4% | -$11.23万 | 减仓 |
| ORCL | ONTO INNOVATION INC | $678.83万 | 1.41% | 17,937 | -6,565 | -26.8% | -$248.45万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $627.70万 | 1.30% | 8,405 | 454 | 5.7% | $33.91万 | 加仓 |
| V | VISA INC CL A | $622.61万 | 1.29% | 18,147 | -24 | -0.1% | -$8,234 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $574.21万 | 1.19% | 145,113 | 651 | 0.5% | $2.58万 | 加仓 |
| C | CITIGROUP INC | $489.00万 | 1.02% | 34,938 | -1,217 | -3.4% | -$17.03万 | 减仓 |
| SYK | STRYKER CORP | $450.43万 | 0.94% | 14,306 | -17 | -0.1% | -$5,352 | 减仓 |
| META | META PLATFORMS INC CL A | $416.07万 | 0.86% | 7,386 | -31 | -0.4% | -$1.75万 | 减仓 |
| NFLX | NETFLIX INC | $389.53万 | 0.81% | 54,556 | 461 | 0.9% | $3.29万 | 加仓 |
| SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | $386.85万 | 0.80% | 74,710 | 1,264 | 1.7% | $6.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $343.95万 | 0.71% | 2,980 | 9 | 0.3% | $1.04万 | 加仓 |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | $342.36万 | 0.71% | 41,695 | 242 | 0.6% | $1.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $335.12万 | 0.70% | 3,582 | -18 | -0.5% | -$1.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $310.32万 | 0.64% | 5,342 | -18 | -0.3% | -$1.05万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $305.00万 | 0.63% | 8,242 | 518 | 6.7% | $19.17万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | $258.72万 | 0.54% | 77,324 | 3,231 | 4.4% | $10.81万 | 加仓 |
| KO | COCA-COLA COMPANY | $241.97万 | 0.50% | 29,773 | -59 | -0.2% | -$4,795 | 减仓 |
| ASML | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | $226.15万 | 0.47% | 1,137 | 29 | 2.6% | $5.77万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $224.37万 | 0.47% | 87,921 | 7,204 | 8.9% | $18.38万 | 加仓 |
| RTX | RTX CORP | $223.09万 | 0.46% | 11,758 | 57 | 0.5% | $1.08万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $219.66万 | 0.46% | 25,500 | 3,102 | 13.8% | $26.72万 | 加仓 |
| CRM | SALESFORCE INC | $203.18万 | 0.42% | 12,969 | 495 | 4.0% | $7.75万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $199.08万 | 0.41% | 3,035 | 84 | 2.8% | $5.51万 | 加仓 |
| TSLA | TESLA INC | $195.62万 | 0.41% | 4,651 | -18 | -0.4% | -$7,571 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $187.21万 | 0.39% | 44,217 | 1,606 | 3.8% | $6.80万 | 加仓 |
| EBAY | EBAY INC | $184.51万 | 0.38% | 16,511 | -1,168 | -6.6% | -$13.05万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $181.13万 | 0.38% | 6,077 | -99 | -1.6% | -$2.95万 | 减仓 |
| KLAC | KLA CORP | $178.92万 | 0.37% | 5,930 | 10 | 0.2% | $3,017 | 加仓 |
| MA | MASTERCARD INC CL A | $160.70万 | 0.33% | 3,129 | 9 | 0.3% | $4,622 | 加仓 |
| DIS | WALT DISNEY CO | $154.54万 | 0.32% | 16,057 | -970 | -5.7% | -$9.34万 | 减仓 |
| WMT | WALMART INC | $151.36万 | 0.31% | 13,364 | -214 | -1.6% | -$2.42万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $143.19万 | 0.30% | 4,007 | -136 | -3.3% | -$4.86万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $129.25万 | 0.27% | 2,983 | 2 | 0.1% | $867 | 加仓 |
| PG | PROCTER & GAMBLE CO | $116.12万 | 0.24% | 7,919 | -21 | -0.3% | -$3,079 | 减仓 |
| CVX | CHEVRON CORP | $115.79万 | 0.24% | 6,985 | 36 | 0.5% | $5,968 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $112.01万 | 0.23% | 2,199 | 8 | 0.4% | $4,075 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | $111.77万 | 0.23% | 18,951 | 255 | 1.4% | $1.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | $105.72万 | 0.22% | 2,214 | 63 | 2.9% | $3.01万 | 加仓 |
| ADBE | ADOBE INC | $99.45万 | 0.21% | 4,851 | -77 | -1.6% | -$1.58万 | 减仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | $98.01万 | 0.20% | 22,542 | 2,380 | 11.8% | $10.35万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | $96.57万 | 0.20% | 26,086 | 257 | 1.0% | $9,514 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND ETF | $94.97万 | 0.20% | 12,017 | -157 | -1.3% | -$1.24万 | 减仓 |
| SBUX | STARBUCKS CORP | $94.74万 | 0.20% | 9,271 | -343 | -3.6% | -$3.50万 | 减仓 |
| — | EXXON MOBIL CORP | $92.05万 | 0.19% | 6,733 | 127 | 1.9% | $1.74万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $91.76万 | 0.19% | 7,858 | 67 | 0.9% | $7,824 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $88.20万 | 0.18% | 1,731 | 78 | 4.7% | $3.97万 | 加仓 |
| GLD | SPDR GOLD TRUST GOLD SHARES | $83.73万 | 0.17% | 2,273 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $82.36万 | 0.17% | 3,243 | 18 | 0.6% | $4,572 | 加仓 |
| — | HONEYWELL INTL INC | $80.65万 | 0.17% | 3,602 | -3,775 | -51.2% | -$84.52万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $77.78万 | 0.16% | 3,518 | 3,518 | — | $77.78万 | 新建仓 |
| VOO | VANGUARD S&P 500 INDEX ETF | $75.67万 | 0.16% | 1,102 | 232 | 26.7% | $15.93万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $71.17万 | 0.15% | 24,532 | -1,135 | -4.4% | -$3.29万 | 减仓 |
| MDT | MEDTRONIC PLC | $69.81万 | 0.15% | 8,923 | -50 | -0.6% | -$3,912 | 减仓 |
| NEE | NEXTERA ENERGY INC | $69.46万 | 0.14% | 7,914 | 783 | 11.0% | $6.87万 | 加仓 |
| AVGO | BROADCOM INC | $67.21万 | 0.14% | 1,779 | 95 | 5.6% | $3.59万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $64.26万 | 0.13% | 14,881 | -258 | -1.7% | -$1.11万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $62.48万 | 0.13% | 8,275 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $59.40万 | 0.12% | 4,514 | 29 | 0.6% | $3,816 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $58.28万 | 0.12% | 1,949 | 7 | 0.4% | $2,093 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.92万 | 0.12% | 1,345 | -189 | -12.3% | -$7.86万 | 减仓 |
| DE | DEERE & CO | $52.79万 | 0.11% | 832 | -7 | -0.8% | -$4,442 | 减仓 |
| BP | BP PLC SPON ADR | $50.18万 | 0.10% | 13,581 | 754 | 5.9% | $2.79万 | 加仓 |
| — | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | $48.11万 | 0.10% | 10,166 | 44 | 0.4% | $2,082 | 加仓 |
| MMM | 3M COMPANY | $43.84万 | 0.09% | 2,708 | -166 | -5.8% | -$2.69万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $43.84万 | 0.09% | 7,761 | -245 | -3.1% | -$1.38万 | 减仓 |
| NKE | NIKE INC CL B | $42.90万 | 0.09% | 10,451 | -178 | -1.7% | -$7,307 | 减仓 |
| PFE | PFIZER INC | $41.77万 | 0.09% | 17,345 | 134 | 0.8% | $3,227 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $41.69万 | 0.09% | 1,822 | 6 | 0.3% | $1,373 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $40.29万 | 0.08% | 1,118 | 2 | 0.2% | $721 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $37.44万 | 0.08% | 1,965 | 2 | 0.1% | $381 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $34.03万 | 0.07% | 2,153 | 11 | 0.5% | $1,739 | 加仓 |
| VTV | VANGUARD VALUE ETF | $33.91万 | 0.07% | 1,556 | 178 | 12.9% | $3.88万 | 加仓 |
| MCD | MCDONALDS CORP | $32.72万 | 0.07% | 1,211 | 3 | 0.2% | $811 | 加仓 |
| T | AT&T INC | $32.05万 | 0.07% | 15,485 | 117 | 0.8% | $2,422 | 加仓 |
| ITA | ISHARES U S AEROSPACE & DEFENSE ETF | $31.77万 | 0.07% | 1,311 | 1 | 0.1% | $242 | 加仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX ETF | $30.17万 | 0.06% | 3,529 | 984 | 38.7% | $8.41万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP CL A | $29.85万 | 0.06% | 1,747 | 1,747 | — | $29.85万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $27.95万 | 0.06% | 1,073 | -30 | -2.7% | -$7,815 | 减仓 |
| CAT | CATERPILLAR INC | $27.06万 | 0.06% | 254 | 28 | 12.4% | $2.98万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $25.61万 | 0.05% | 757 | 2 | 0.3% | $677 | 加仓 |
| SLV | ISHARES SILVER TRUST | $25.23万 | 0.05% | 4,718 | 130 | 2.8% | $6,951 | 加仓 |
| F | FORD MOTOR CO | $25.21万 | 0.05% | 18,138 | 121 | 0.7% | $1,682 | 加仓 |
| LNG | CHENIERE ENERGY INC | $24.84万 | 0.05% | 1,039 | 1 | 0.1% | $239 | 加仓 |
| IEF | ISHARES 7-10YR TREASURY BOND ETF | $24.79万 | 0.05% | 2,621 | 2,621 | — | $24.79万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $24.62万 | 0.05% | 2,242 | 524 | 30.5% | $5.75万 | 加仓 |