WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$496.88亿2026Q1 申报市值
3,594持仓数
22.7%前十大占比 · 第一大 5.9%
257 / 261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
BKNG 加仓+$4.63亿
APH 加仓+$1.41亿
KLAC 加仓+$1.40亿
VGIT 加仓+$1.02亿
VNQ 加仓+$5,874.79万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$13.48亿
AGG 减仓-$4.63亿
DWAS 减仓-$4.16亿
IMTM 减仓-$3.83亿
SMTH 减仓-$3.41亿
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 |
|---|---|---|---|---|---|---|---|---|
| — | HANCOCK JOHN PFD INCOME FD I | $22.87万 | 0.00% | 14,755 | -3,743 | -20.2% | -$5.80万 | 减仓 |
| GCMG | GCM GROSVENOR INC | $22.87万 | 0.00% | 23,581 | 9,468 | 67.1% | $9.18万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $22.92万 | 0.00% | 6,960 | 6,960 | — | $22.92万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $22.94万 | 0.00% | 25,319 | 14,572 | 135.6% | $13.20万 | 加仓 |
| VALQ | AMERICAN CENTY ETF TR | $22.94万 | 0.00% | 3,537 | -798 | -18.4% | -$5.18万 | 减仓 |
| SN | SHARKNINJA INC | $23.13万 | 0.00% | 2,216 | 270 | 13.9% | $2.82万 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $23.13万 | 0.00% | 14,298 | 696 | 5.1% | $1.13万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $23.14万 | 0.00% | 5,642 | 1,201 | 27.0% | $4.93万 | 加仓 |
| CAOS | EA SERIES TRUST | $23.18万 | 0.00% | 2,554 | 2,554 | — | $23.18万 | 新建仓 |
| UPRO | PROSHARES TR | $23.18万 | 0.00% | 2,333 | 2,333 | — | $23.18万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $23.22万 | 0.00% | 2,530 | -9,924 | -79.7% | -$91.07万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $23.22万 | 0.00% | 1,762 | 1,538 | 686.6% | $20.27万 | 加仓 |
| EEMA | ISHARES INC | $23.24万 | 0.00% | 2,442 | -7,888 | -76.4% | -$75.07万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $23.26万 | 0.00% | 16,429 | 9,712 | 144.6% | $13.75万 | 重新持有 |
| XSOE | WISDOMTREE TR | $23.27万 | 0.00% | 5,829 | 127 | 2.2% | $5,070 | 加仓 |
| — | ISHARES TR | $23.27万 | 0.00% | 3,538 | 327 | 10.2% | $2.15万 | 加仓 |
| EMBD | GLOBAL X FDS | $23.28万 | 0.00% | 9,980 | -9,191 | -47.9% | -$21.44万 | 减仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $23.34万 | 0.00% | 12,192 | 465 | 4.0% | $8,900 | 加仓 |
| QDVO | AMPLIFY ETF TR | $23.34万 | 0.00% | 8,657 | 750 | 9.5% | $2.02万 | 加仓 |
| HAUZ | DBX ETF TR | $23.34万 | 0.00% | 10,233 | 10,233 | — | $23.34万 | 新建仓 |
| BROS | DUTCH BROS INC | $23.36万 | 0.00% | 4,639 | -787 | -14.5% | -$3.96万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $23.38万 | 0.00% | 43,777 | -39,497 | -47.4% | -$21.09万 | 减仓 |
| — | ABRDN NATL MUN INCOME FD | $23.40万 | 0.00% | 23,687 | -36,018 | -60.3% | -$35.59万 | 减仓 |
| — | ALIGHT INC | $23.42万 | 0.00% | 479,232 | 401,395 | 515.7% | $19.61万 | 加仓 |
| WD | WALKER & DUNLOP INC | $23.47万 | 0.00% | 5,282 | -587 | -10.0% | -$2.61万 | 减仓 |
| KXI | ISHARES TR | $23.47万 | 0.00% | 3,488 | -1,650 | -32.1% | -$11.10万 | 减仓 |
| CLDT | CHATHAM LODGING TR | $23.50万 | 0.00% | 29,594 | 1,835 | 6.6% | $1.46万 | 加仓 |
| SMMV | ISHARES TR | $23.51万 | 0.00% | 5,308 | 5,308 | — | $23.51万 | 新建仓 |
| — | GLOBAL X FDS | $23.58万 | 0.00% | 7,640 | -29,622 | -79.5% | -$91.41万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $23.59万 | 0.00% | 88,369 | 39,517 | 80.9% | $10.55万 | 加仓 |
| ATRC | ATRICURE INC | $23.61万 | 0.00% | 8,121 | 1,767 | 27.8% | $5.14万 | 加仓 |
| TNET | TRINET GROUP INC | $23.77万 | 0.00% | 6,289 | 3,089 | 96.5% | $11.68万 | 重新持有 |
| GNE | GENIE ENERGY LTD | $23.78万 | 0.00% | 16,831 | 955 | 6.0% | $1.35万 | 加仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $23.82万 | 0.00% | 25,127 | 25,127 | — | $23.82万 | 新建仓 |
| IX | ORIX CORP | $23.82万 | 0.00% | 7,932 | 7,932 | — | $23.82万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $23.84万 | 0.00% | 96,114 | 40,531 | 72.9% | $10.05万 | 加仓 |
| TECK | TECK RESOURCES LTD | $23.87万 | 0.00% | 4,519 | -1,753 | -27.9% | -$9.26万 | 减仓 |
| IBHG | ISHARES TR | $23.90万 | 0.00% | 10,851 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $23.92万 | 0.00% | 15,225 | -748 | -4.7% | -$1.18万 | 减仓 |
| ITRI | ITRON INC | $24.00万 | 0.00% | 2,706 | 34 | 1.3% | $3,015 | 重新持有 |
| SOXL | DIREXION SHS ETF TR | $24.00万 | 0.00% | 4,550 | -200 | -4.2% | -$1.06万 | 减仓 |
| — | ENHABIT INC | $24.01万 | 0.00% | 17,148 | 2,540 | 17.4% | $3.56万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $24.04万 | 0.00% | 13,770 | 2,790 | 25.4% | $4.87万 | 加仓 |
| PTMC | PACER FDS TR | $24.04万 | 0.00% | 6,514 | 34 | 0.5% | $1,255 | 加仓 |
| WIP | SPDR SERIES TRUST | $24.19万 | 0.00% | 6,145 | -50 | -0.8% | -$1,969 | 减仓 |
| SMB | VANECK ETF TRUST | $24.21万 | 0.00% | 14,009 | -6,268 | -30.9% | -$10.83万 | 减仓 |
| FTS | FORTIS INC | $24.22万 | 0.00% | 4,263 | 4,263 | — | $24.22万 | 新建仓 |
| — | PROSHARES TR II | $24.26万 | 0.00% | 14,500 | 14,500 | — | $24.26万 | 新建仓 |
| CAR | AVIS BUDGET GROUP | $24.37万 | 0.00% | 1,280 | -625 | -32.8% | -$11.90万 | 减仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $24.37万 | 0.00% | 19,751 | -40,213 | -67.1% | -$49.62万 | 减仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $24.39万 | 0.00% | 11,163 | -6,440 | -36.6% | -$14.07万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $24.43万 | 0.00% | 787 | 787 | — | $24.43万 | 新建仓 |
| — | CSG SYS INTL INC | $24.44万 | 0.00% | 12,743 | 9,297 | 269.8% | $17.83万 | 加仓 |
| OACP | UNIFIED SER TR | $24.46万 | 0.00% | 10,733 | 10,733 | — | $24.46万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $24.46万 | 0.00% | 26,648 | 13,392 | 101.0% | $12.29万 | 加仓 |
| NOVT | NOVANTA INC | $24.49万 | 0.00% | 2,092 | 321 | 18.1% | $3.76万 | 加仓 |
| STBA | S & T BANCORP INC | $24.55万 | 0.00% | 5,776 | -792 | -12.1% | -$3.37万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $24.56万 | 0.00% | 11,464 | -1,734 | -13.1% | -$3.71万 | 减仓 |
| EPC | EDGEWELL PERS CARE CO | $24.56万 | 0.00% | 11,708 | -2,867 | -19.7% | -$6.01万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $24.58万 | 0.00% | 8,948 | -1,528 | -14.6% | -$4.20万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $24.59万 | 0.00% | 6,921 | -12,387 | -64.2% | -$44.01万 | 减仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $24.63万 | 0.00% | 1,508 | -2,476 | -62.1% | -$40.44万 | 减仓 |
| REAL | THE REALREAL INC | $24.66万 | 0.00% | 27,034 | 27,034 | — | $24.66万 | 新建仓 |
| CRAI | CRA INTL INC | $24.69万 | 0.00% | 1,495 | 339 | 29.3% | $5.60万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $24.69万 | 0.00% | 18,808 | 8,463 | 81.8% | $11.11万 | 加仓 |
| RLI | RLI CORP | $24.72万 | 0.00% | 4,251 | -1,382 | -24.5% | -$8.04万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $24.73万 | 0.00% | 10,093 | 10,093 | — | $24.73万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $24.74万 | 0.00% | 6,129 | -4,653 | -43.2% | -$18.78万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $24.77万 | 0.00% | 7,231 | -6,218 | -46.2% | -$21.30万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $24.78万 | 0.00% | 13,583 | 2,135 | 18.6% | $3.89万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $24.82万 | 0.00% | 3,555 | -3,217 | -47.5% | -$22.46万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $24.85万 | 0.00% | 8,262 | -3,649 | -30.6% | -$10.98万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $24.87万 | 0.00% | 22,025 | 22,025 | — | $24.87万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $24.87万 | 0.00% | 5,580 | -3,039 | -35.3% | -$13.54万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $24.89万 | 0.00% | 6,110 | -5,232 | -46.1% | -$21.32万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $24.89万 | 0.00% | 19,947 | 1,843 | 10.2% | $2.30万 | 加仓 |
| — | SPDR INDEX SHS FDS | $24.90万 | 0.00% | 3,602 | -8,836 | -71.0% | -$61.09万 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $24.94万 | 0.00% | 11,931 | -5,017 | -29.6% | -$10.49万 | 减仓 |
| VSTS | VESTIS CORPORATION | $24.96万 | 0.00% | 31,881 | 6,615 | 26.2% | $5.18万 | 加仓 |
| HELE | HELEN OF TROY LTD | $25.01万 | 0.00% | 17,131 | 9,059 | 112.2% | $13.23万 | 重新持有 |
| PFIS | PEOPLES FINL SVCS CORP | $25.02万 | 0.00% | 4,580 | -2,515 | -35.4% | -$13.74万 | 减仓 |
| NRDS | NERDWALLET INC | $25.04万 | 0.00% | 24,073 | 11,530 | 91.9% | $11.99万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $25.10万 | 0.00% | 20,441 | 4,299 | 26.6% | $5.28万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $25.18万 | 0.00% | 5,766 | -278 | -4.6% | -$1.21万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $25.23万 | 0.00% | 8,893 | 8,893 | — | $25.23万 | 新建仓 |
| FTDR | FRONTDOOR INC | $25.25万 | 0.00% | 4,626 | 396 | 9.4% | $2.16万 | 加仓 |
| BIO | BIO RAD LABS INC | $25.28万 | 0.00% | 903 | -265 | -22.7% | -$7.42万 | 减仓 |
| PACS | PACS GROUP INC | $25.33万 | 0.00% | 7,881 | -143 | -1.8% | -$4,596 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $25.33万 | 0.00% | 22,067 | 194 | 0.9% | $2,227 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $25.39万 | 0.00% | 5,508 | 2,858 | 107.8% | $13.17万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $25.40万 | 0.00% | 5,078 | -679 | -11.8% | -$3.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.41万 | 0.00% | 16,209 | 3,772 | 30.3% | $5.91万 | 加仓 |
| HLF | HERBALIFE LTD | $25.42万 | 0.00% | 18,302 | 4,126 | 29.1% | $5.73万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $25.42万 | 0.00% | 46,307 | 33,980 | 275.7% | $18.65万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $25.43万 | 0.00% | 2,901 | -260 | -8.2% | -$2.28万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $25.46万 | 0.00% | 5,093 | -22,383 | -81.5% | -$111.90万 | 减仓 |
| USMF | WISDOMTREE TR | $25.48万 | 0.00% | 5,109 | -4,138 | -44.7% | -$20.64万 | 减仓 |
| ICLR | ICON PLC | $25.50万 | 0.00% | 2,233 | 462 | 26.1% | $5.28万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $25.52万 | 0.00% | 5,199 | -845 | -14.0% | -$4.15万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.58万 | 0.00% | 5,778 | -1,743 | -23.2% | -$7.72万 | 减仓 |