13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$598.55亿2026Q2 申报市值
4,137持仓数
23.5%前十大占比 · 第一大 6.0%
592 / 154新建仓 / 清仓
申报市值走势$598.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 6.0%
AAPL 3.1%
AGG 2.7%
NVDA 2.2%
SMTH 2.1%
MSFT 1.6%
VWO 1.5%
FNDF 1.4%
USVM 1.4%
AVLV 1.4%

2026Q2 买入最多 按季末市值估算

MU 加仓+$4.01亿
AAPL 加仓+$2.48亿
IVV 加仓+$2.32亿
SMTH 加仓+$1.93亿
AMAT 加仓+$1.81亿

2026Q2 卖出最多 按季末市值估算

BKNG 减仓-$5.00亿
KLAC 减仓-$2.31亿
BRK/B 减仓-$1.29亿
APH 减仓-$9,165.05万
NEOS ETF TRUST 清仓-$6,736.22万

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
— NEOS ETF TRUST $00.00%0 -2,223,908-100.0% -$6,736.22万 清仓
— DBX ETF TR $00.00%0 -1,003,049-100.0% -$2,309.52万 清仓
XLE SELECT SECTOR SPDR TR 看跌期权 $00.00%0 -10,000-100.0% -$1,976.39万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -386,395-100.0% -$953.32万 清仓
— AMCOR PLC $00.00%0 -184,891-100.0% -$738.27万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -77,605-100.0% -$621.83万 清仓
CCL CARNIVAL CORP $00.00%0 -224,696-100.0% -$550.91万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -57,784-100.0% -$297.18万 清仓
— PIPER SANDLER COMPANIES $00.00%0 -37,534-100.0% -$287.32万 清仓
— COTERRA ENERGY INC $00.00%0 -80,433-100.0% -$277.97万 清仓
— MASIMO CORP $00.00%0 -16,837-100.0% -$255.75万 清仓
— AIR LEASE CORP $00.00%0 -35,201-100.0% -$194.51万 清仓
— ISHARES TR $00.00%0 -176,049-100.0% -$162.14万 清仓
— TRI POINTE HOMES INC $00.00%0 -32,493-100.0% -$151.90万 清仓
CLFD CLEARFIELD INC $00.00%0 -53,823-100.0% -$143.22万 清仓
— EXACT SCIENCES CORP $00.00%0 -11,481-100.0% -$120.45万 清仓
— AGILON HEALTH INC $00.00%0 -107,840-100.0% -$115.82万 清仓
— CONFLUENT INC $00.00%0 -33,240-100.0% -$103.01万 清仓
— ADVISORSHARES TR $00.00%0 -20,773-100.0% -$100.84万 清仓
— SEABRIDGE GOLD INC $00.00%0 -32,796-100.0% -$98.85万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -56,936-100.0% -$96.02万 清仓
HYLB DBX ETF TR $00.00%0 -24,515-100.0% -$89.06万 清仓
XHLF BONDBLOXX ETF TRUST $00.00%0 -17,520-100.0% -$87.97万 清仓
HECA ETF OPPORTUNITIES TRUST $00.00%0 -29,824-100.0% -$85.45万 清仓
— SUNOPTA INC $00.00%0 -129,720-100.0% -$84.19万 清仓
WAY WAYSTAR HLDG CORP $00.00%0 -34,403-100.0% -$81.67万 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 -25,558-100.0% -$65.25万 清仓
— HOLOGIC INC $00.00%0 -13,053-100.0% -$64.38万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -22,315-100.0% -$58.89万 清仓
— SEALED AIR CORP NEW $00.00%0 -13,850-100.0% -$58.28万 清仓
— AMICUS THERAPEUTICS INC $00.00%0 -38,254-100.0% -$55.24万 清仓
— TOPBUILD CORP $00.00%0 -1,439-100.0% -$51.38万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -21,612-100.0% -$50.11万 清仓
— MISTER CAR WASH INC $00.00%0 -68,735-100.0% -$47.91万 清仓
— GLOBAL X FDS $00.00%0 -12,475-100.0% -$47.27万 清仓
CASH PATHWARD FINANCIAL INC $00.00%0 -5,158-100.0% -$46.42万 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -7,053-100.0% -$43.58万 清仓
— ISHARES INC $00.00%0 -11,164-100.0% -$43.48万 清仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -21,199-100.0% -$43.25万 清仓
BLSH BULLISH $00.00%0 -11,704-100.0% -$42.57万 清仓
— FLUSHING FINL CORP $00.00%0 -27,170-100.0% -$42.33万 清仓
CVI CVR ENERGY INC $00.00%0 -12,420-100.0% -$39.31万 清仓
ESAB ESAB CORPORATION $00.00%0 -3,951-100.0% -$38.86万 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -17,000-100.0% -$37.81万 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -2,185-100.0% -$37.72万 清仓
— PROSHARES TR $00.00%0 -5,161-100.0% -$37.01万 清仓
UUP INVESCO DB US DLR INDEX TR $00.00%0 -12,902-100.0% -$35.95万 清仓
— SPROTT ETF TRUST $00.00%0 -4,000-100.0% -$35.30万 清仓
— SILA REALTY TRUST INC $00.00%0 -14,384-100.0% -$34.15万 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -15,812-100.0% -$33.92万 清仓
UNF UNIFIRST CORP MASS $00.00%0 -1,309-100.0% -$33.54万 清仓
UVXY PROSHARES TR II $00.00%0 -6,457-100.0% -$32.63万 清仓
— CLEARWAY ENERGY INC $00.00%0 -7,889-100.0% -$31.72万 清仓
HIPO HIPPO HLDGS INC $00.00%0 -12,034-100.0% -$31.36万 清仓
STEP STEPSTONE GROUP INC $00.00%0 -6,553-100.0% -$30.83万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -12,888-100.0% -$30.67万 清仓
BSJU INVESCO EXCH TRD SLF IDX FD $00.00%0 -11,899-100.0% -$30.59万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -16,144-100.0% -$30.59万 清仓
— ENVIRI CORP $00.00%0 -15,299-100.0% -$30.45万 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -8,998-100.0% -$29.91万 清仓
CABO CABLE ONE INC $00.00%0 -3,061-100.0% -$29.62万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -7,208-100.0% -$29.13万 清仓
— DIREXION SHS ETF TR $00.00%0 -8,708-100.0% -$29.08万 清仓
— FRANKLIN XRP TRUST $00.00%0 -20,452-100.0% -$29.03万 清仓
WGO WINNEBAGO INDS INC $00.00%0 -9,454-100.0% -$28.70万 清仓
BANC BANC OF CALIFORNIA INC $00.00%0 -16,064-100.0% -$28.32万 清仓
RAA ETF OPPORTUNITIES TRUST $00.00%0 -10,173-100.0% -$28.26万 清仓
BSJT INVESCO EXCH TRD SLF IDX FD $00.00%0 -13,385-100.0% -$28.26万 清仓
LCII LCI INDS $00.00%0 -2,244-100.0% -$27.53万 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -5,438-100.0% -$27.45万 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -16,213-100.0% -$27.32万 清仓
— HERITAGE COMM CORP $00.00%0 -33,370-100.0% -$26.93万 清仓
GDS GDS HLDGS LTD $00.00%0 -6,694-100.0% -$26.72万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -12,146-100.0% -$26.53万 清仓
ONEV SPDR SERIES TRUST $00.00%0 -1,958-100.0% -$26.49万 清仓
ZAP GLOBAL X FDS $00.00%0 -8,049-100.0% -$26.24万 清仓
— DIREXION SHS ETF TR $00.00%0 -12,000-100.0% -$25.92万 清仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $00.00%0 -5,508-100.0% -$25.39万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -11,931-100.0% -$24.94万 清仓
— CSG SYS INTL INC $00.00%0 -12,743-100.0% -$24.44万 清仓
SDVD FIRST TR EXCH TRADED FD III $00.00%0 -11,163-100.0% -$24.39万 清仓
— PROSHARES TR II $00.00%0 -14,500-100.0% -$24.26万 清仓
— ENHABIT INC $00.00%0 -17,148-100.0% -$24.01万 清仓
SPPP SPROTT ASSET MANAGEMENT LP $00.00%0 -15,225-100.0% -$23.92万 清仓
MRAM EVERSPIN TECHNOLOGIES INC $00.00%0 -25,127-100.0% -$23.82万 清仓
HAUZ DBX ETF TR $00.00%0 -10,233-100.0% -$23.34万 清仓
EMBD GLOBAL X FDS $00.00%0 -9,980-100.0% -$23.28万 清仓
EEMA ISHARES INC $00.00%0 -2,442-100.0% -$23.24万 清仓
UPRO PROSHARES TR $00.00%0 -2,333-100.0% -$23.18万 清仓
CAOS EA SERIES TRUST $00.00%0 -2,554-100.0% -$23.18万 清仓
PZZA PAPA JOHNS INTL INC $00.00%0 -6,497-100.0% -$22.73万 清仓
COMT ISHARES U S ETF TR $00.00%0 -6,542-100.0% -$22.70万 清仓
— STRATEGY INC $00.00%0 -3,115-100.0% -$22.14万 清仓
SIL GLOBAL X FDS $00.00%0 -2,379-100.0% -$22.04万 清仓
LQTI FIRST TR EXCHANGE-TRADED FD $00.00%0 -11,195-100.0% -$21.86万 清仓
— UDEMY INC $00.00%0 -46,351-100.0% -$21.69万 清仓
— INVESCO CALIF VALUE MUN INCO $00.00%0 -20,620-100.0% -$21.47万 清仓
— NEOS ETF TRUST $00.00%0 -6,564-100.0% -$21.40万 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -4,011-100.0% -$21.15万 清仓
ZUMZ ZUMIEZ INC $00.00%0 -9,768-100.0% -$21.11万 清仓