13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

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
FCG FIRST TR EXCHANGE-TRADED FD $25.63万0.00%8,227 -2,376-22.4% -$7.40万 减仓
STN STANTEC INC $25.66万0.00%2,949 -398-11.9% -$3.46万 减仓
IBHF ISHARES TR $25.68万0.00%11,231 3813.5% $8,710 加仓
NOCT INNOVATOR ETFS TRUST $25.68万0.00%4,510 751.7% $4,270 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $25.76万0.00%8,382 8,382— $25.76万 新建仓
— DIREXION SHS ETF TR $25.83万0.00%11,446 5725.3% $1.29万 加仓
PCRX PACIRA BIOSCIENCES INC $25.85万0.00%11,388 1,93320.4% $4.39万 加仓
— NUVEEN CALIFORNIA AMT QLT MU $25.89万0.00%21,650 00.0% — 不变
IXJ ISHARES TR $25.91万0.00%2,753 -3,545-56.3% -$33.36万 减仓
— DIREXION SHS ETF TR $25.92万0.00%12,000 12,000— $25.92万 新建仓
WSBF WATERSTONE FINL INC MD $25.93万0.00%14,240 2,79424.4% $5.09万 加仓
BOKF BOK FINL CORP $25.95万0.00%2,018 562.9% $7,201 加仓
SEDG SOLAREDGE TECHNOLOGIES INC $25.96万0.00%5,325 -502-8.6% -$2.45万 重新持有
VAL VALARIS LTD $25.99万0.00%2,651 2,651— $25.99万 新建仓
CTKB CYTEK BIOSCIENCES INC $26.04万0.00%72,700 36,975103.5% $13.24万 加仓
FAD FIRST TR EXCHANGE-TRADED ALP $26.05万0.00%1,613 -283-14.9% -$4.57万 减仓
KTB KONTOOR BRANDS INC $26.09万0.00%3,780 -1,238-24.7% -$8.54万 减仓
HWKN HAWKINS INC $26.17万0.00%1,727 -7,482-81.2% -$113.37万 减仓
ASIX ADVANSIX INC $26.18万0.00%21,641 17,839469.2% $21.58万 加仓
LFST LIFESTANCE HEALTH GROUP INC $26.20万0.00%41,521 19,19786.0% $12.11万 加仓
SYM SYMBOTIC INC $26.20万0.00%4,910 -1,731-26.1% -$9.24万 减仓
BAND BANDWIDTH INC $26.20万0.00%14,518 2,25518.4% $4.07万 加仓
SFBS SERVISFIRST BANCSHARES INC $26.22万0.00%3,586 3,586— $26.22万 新建仓
MNRO MONRO INC $26.23万0.00%16,433 16,433— $26.23万 新建仓
ZAP GLOBAL X FDS $26.24万0.00%8,049 8,049— $26.24万 新建仓
GBX GREENBRIER COS INC $26.29万0.00%4,985 3176.8% $1.67万 加仓
CYH COMMUNITY HEALTH SYS INC NEW $26.29万0.00%89,429 72,160417.9% $21.22万 加仓
RLJ RLJ LODGING TR $26.31万0.00%35,791 10,01138.8% $7.36万 加仓
CON CONCENTRA GROUP HOLDINGS PAR $26.37万0.00%12,622 -890-6.6% -$1.86万 减仓
HBNC HORIZON BANCORP INC $26.45万0.00%15,780 1,2558.6% $2.10万 加仓
SKM SK TELECOM CO LTD $26.48万0.00%8,951 -4,514-33.5% -$13.35万 减仓
ONEV SPDR SERIES TRUST $26.49万0.00%1,958 -3,454-63.8% -$46.73万 减仓
HL HECLA MNG CO $26.51万0.00%13,820 -7,623-35.6% -$14.62万 减仓
ISVL ISHARES TR $26.51万0.00%5,470 -5,521-50.2% -$26.75万 减仓
AG FIRST MAJESTIC SILVER CORP $26.53万0.00%12,146 12,146— $26.53万 新建仓
CMRE COSTAMARE INC $26.55万0.00%15,364 -439-2.8% -$7,586 减仓
TNC TENNANT CO $26.58万0.00%3,806 -1,090-22.3% -$7.61万 减仓
— NORTHFIELD BANCORP INC DEL $26.58万0.00%19,605 2,81316.8% $3.81万 加仓
PRVA PRIVIA HEALTH GROUP INC $26.62万0.00%12,549 12,549— $26.62万 新建仓
AVPT AVEPOINT INC $26.63万0.00%26,795 11,56475.9% $11.49万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $26.66万0.00%12,831 -8,172-38.9% -$16.98万 减仓
FFBC FIRST FINL BANCORP OH $26.68万0.00%9,502 -4,728-33.2% -$13.28万 减仓
— DBX ETF TR $26.69万0.00%4,932 -3,955-44.5% -$21.40万 减仓
SLGN SILGAN HLDGS INC $26.69万0.00%6,761 -2,069-23.4% -$8.17万 减仓
GDS GDS HLDGS LTD $26.72万0.00%6,694 -4,115-38.1% -$16.42万 减仓
FLNG FLEX LNG LTD $26.72万0.00%8,770 -1,423-14.0% -$4.34万 减仓
— CBRE GBL REAL ESTATE INC FD $26.74万0.00%60,358 2,5234.4% $1.12万 加仓
SHLS SHOALS TECHNOLOGIES GROUP IN $26.77万0.00%39,254 11,93843.7% $8.14万 加仓
PD PAGERDUTY INC $26.81万0.00%41,883 24,253137.6% $15.52万 重新持有
OBK ORIGIN BANCORP INC $26.82万0.00%6,416 6,416— $26.82万 新建仓
IGE ISHARES TR $26.85万0.00%4,308 4,308— $26.85万 新建仓
OPLN OPENLANE INC $26.87万0.00%9,073 3924.5% $1.16万 加仓
— EA SERIES TRUST $26.92万0.00%7,996 00.0% — 不变
— HERITAGE COMM CORP $26.93万0.00%33,370 4,67616.3% $3.77万 加仓
MARA MARA HOLDINGS INC $26.97万0.00%30,964 2,1907.6% $1.91万 加仓
SPSC SPS COMM INC $27.01万0.00%4,816 1,27836.1% $7.17万 加仓
NMAX NEWSMAX INC $27.18万0.00%47,860 10,50128.1% $5.96万 加仓
TRIP TRIPADVISOR INC $27.24万0.00%25,105 1,4696.2% $1.59万 加仓
SPHR SPHERE ENTERTAINMENT CO $27.26万0.00%2,143 2,143— $27.26万 新建仓
— SUN CTRY AIRLS HLDGS INC $27.32万0.00%16,213 3,11823.8% $5.25万 加仓
WHD CACTUS INC $27.37万0.00%5,728 -1,959-25.5% -$9.36万 减仓
UHT UNIVERSAL HEALTH RLTY INCOME $27.38万0.00%6,706 99017.3% $4.04万 加仓
— INNOVATOR ETFS TRUST $27.38万0.00%8,409 6,317302.0% $20.57万 加仓
TCOM TRIP COM GROUP LTD $27.45万0.00%5,438 -708-11.5% -$3.57万 减仓
— FIRST TR EXCHNG TRADED FD VI $27.46万0.00%11,015 -6,552-37.3% -$16.33万 减仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $27.50万0.00%58,337 38,902200.2% $18.34万 加仓
LCII LCI INDS $27.53万0.00%2,244 1627.8% $1.99万 加仓
NUBD NUSHARES ETF TR $27.54万0.00%12,402 -14,880-54.5% -$33.04万 减仓
ACDC PROFRAC HLDG CORP $27.57万0.00%45,345 16,60357.8% $10.09万 加仓
PLTK PLAYTIKA HLDG CORP $27.58万0.00%100,657 -14,298-12.4% -$3.92万 减仓
AAOI APPLIED OPTOELECTRONICS INC $27.64万0.00%2,660 2,660— $27.64万 新建仓
GNL GLOBAL NET LEASE INC $27.67万0.00%29,400 -19,505-39.9% -$18.35万 减仓
— FIRST TR EXCHNG TRADED FD VI $27.68万0.00%45,796 32,793252.2% $19.82万 加仓
— BLACKROCK FLOATING RATE INCO $27.68万0.00%25,629 00.0% — 不变
YORW YORK WTR CO $27.68万0.00%8,847 -87-1.0% -$2,722 减仓
FIVN FIVE9 INC $27.71万0.00%18,458 3,00719.5% $4.51万 加仓
NANR SPDR INDEX SHS FDS $27.71万0.00%3,294 -1,434-30.3% -$12.06万 减仓
APEI AMERICAN PUB ED INC $27.82万0.00%4,825 4,825— $27.82万 新建仓
ALKS ALKERMES PLC $27.82万0.00%7,986 -708-8.1% -$2.47万 减仓
RIOT RIOT PLATFORMS INC $27.88万0.00%21,681 9,19373.6% $11.82万 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $27.90万0.00%6,886 -1,577-18.6% -$6.39万 减仓
JJSF J & J SNACK FOODS CORP $27.93万0.00%3,525 1,19951.5% $9.50万 加仓
MD PEDIATRIX MEDICAL GROUP INC $27.94万0.00%13,194 -134-1.0% -$2,838 减仓
EES WISDOMTREE TR $28.04万0.00%4,781 -1,414-22.8% -$8.29万 减仓
LAD LITHIA MTRS INC $28.05万0.00%1,114 -502-31.1% -$12.64万 减仓
FLUT FLUTTER ENTMT PLC $28.12万0.00%2,644 1,27292.7% $13.53万 加仓
NXP NUVEEN SELECT TAX-FREE INCOM $28.13万0.00%19,909 19,909— $28.13万 新建仓
HYZD WISDOMTREE TR $28.15万0.00%12,614 -54,371-81.2% -$121.36万 减仓
JPSE J P MORGAN EXCHANGE TRADED F $28.20万0.00%5,324 -719-11.9% -$3.81万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $28.26万0.00%3,062 551.8% $5,076 加仓
BSJT INVESCO EXCH TRD SLF IDX FD $28.26万0.00%13,385 -19,048-58.7% -$40.22万 减仓
RAA ETF OPPORTUNITIES TRUST $28.26万0.00%10,173 10,173— $28.26万 新建仓
ARKF ARK ETF TR $28.29万0.00%7,431 -2,672-26.4% -$10.17万 减仓
BANC BANC OF CALIFORNIA INC $28.32万0.00%16,064 -2,647-14.1% -$4.67万 减仓
— LAZARD GLOBAL TOTAL RETURN & $28.32万0.00%17,123 -10,240-37.4% -$16.94万 减仓
INTF ISHARES TR $28.33万0.00%7,200 -6,573-47.7% -$25.87万 减仓
DX DYNEX CAP INC $28.36万0.00%22,033 5,57533.9% $7.17万 加仓
LNN LINDSAY CORP $28.41万0.00%2,758 56425.7% $5.81万 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $28.49万0.00%19,237 4,46830.3% $6.62万 加仓
VECO VEECO INSTRS INC DEL $28.51万0.00%8,297 420.5% $1,443 加仓