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
BKE BUCKLE INC $28.22万0.00%6,627 -482-6.8% -$2.05万 减仓
CASS CASS INFORMATION SYS INC $28.27万0.00%5,431 5,431— $28.27万 新建仓
BBSI BARRETT BUSINESS SVCS INC $28.27万0.00%7,553 7,553— $28.27万 新建仓
— NEUBERGER BERMAN ETF TRUST $28.28万0.00%6,805 6,805— $28.28万 新建仓
ALOY REALLOYS INC $28.30万0.00%23,042 23,042— $28.30万 新建仓
IYC ISHARES TR $28.36万0.00%2,801 -338-10.8% -$3.42万 减仓
MOV MOVADO GROUP INC $28.46万0.00%7,386 7,386— $28.46万 新建仓
ITGR INTEGER HLDGS CORP $28.47万0.00%3,039 1485.1% $1.39万 重新持有
QDVO AMPLIFY ETF TR $28.48万0.00%9,472 8159.4% $2.45万 加仓
— SPDR INDEX SHS FDS $28.53万0.00%3,604 20.1% $158 加仓
CORZW CORE SCIENTIFIC INC NEW $28.55万0.00%17,097 00.0% — 不变
GSBD GOLDMAN SACHS BDC INC $28.56万0.00%32,380 -4,703-12.7% -$4.15万 重新持有
— TAYLOR MORRISON HOME CORP $28.62万0.00%3,983 -8,732-68.7% -$62.74万 减仓
JPEM J P MORGAN EXCHANGE TRADED F $28.64万0.00%4,500 -565-11.2% -$3.60万 减仓
TIC TIC SOLUTIONS INC $28.65万0.00%38,042 23,094154.5% $17.39万 加仓
BWB BRIDGEWATER BANCSHARES INC $28.75万0.00%13,395 13,395— $28.75万 新建仓
MGNI MAGNITE INC $28.80万0.00%14,161 14,161— $28.80万 新建仓
OI O-I GLASS INC $28.85万0.00%29,801 16,985132.5% $16.44万 加仓
— INNOVATOR ETFS TRUST $28.86万0.00%8,409 00.0% — 不变
JBTM JBT MAREL CORPORATION $28.89万0.00%2,116 40623.7% $5.54万 加仓
PWV INVESCO EXCHANGE TRADED FD T $28.93万0.00%3,712 1574.4% $1.22万 加仓
MCB METROPOLITAN BK HLDG CORP $28.94万0.00%2,967 2,967— $28.94万 新建仓
— NUVEEN CALIF AMT FREE MUNI I $28.98万0.00%23,000 1,3506.2% $1.70万 加仓
ONEY SPDR SERIES TRUST $29.11万0.00%2,237 47226.7% $6.14万 加仓
DFAW DIMENSIONAL ETF TRUST $29.12万0.00%3,495 3,495— $29.12万 新建仓
JBI JANUS INTERNATIONAL GROUP IN $29.15万0.00%55,953 45,491434.8% $23.70万 加仓
ARKF ARK ETF TR $29.23万0.00%7,021 -410-5.5% -$1.71万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $29.25万0.00%1,408 -100-6.6% -$2.08万 减仓
KLC KINDERCARE LEARNING COMPANIE $29.26万0.00%58,052 40,483230.4% $20.40万 加仓
LIND LINDBLAD EXPEDITIONS HLDGS I $29.27万0.00%11,036 11,036— $29.27万 新建仓
PTF INVESCO EXCHANGE TRADED FD T $29.28万0.00%2,530 00.0% — 不变
NVAX NOVAVAX INC $29.28万0.00%31,387 31,387— $29.28万 新建仓
FTQI FIRST TR EXCHANGE TRADED FD $29.36万0.00%13,141 1,96317.6% $4.39万 加仓
KRP KIMBELL RTY PARTNERS LP $29.41万0.00%20,006 4432.3% $6,512 加仓
— FIRST TR EXCHNG TRADED FD VI $29.43万0.00%15,580 -4,468-22.3% -$8.44万 减仓
— LISTED FDS TR $29.45万0.00%4,088 4,088— $29.45万 新建仓
URGN UROGEN PHARMA LTD $29.47万0.00%7,642 7,642— $29.47万 新建仓
NHC NATIONAL HEALTHCARE CORP $29.50万0.00%1,402 1068.2% $2.23万 加仓
— FIDELITY COVINGTON TRUST $29.52万0.00%8,188 -2,428-22.9% -$8.75万 减仓
TOST TOAST INC $29.52万0.00%10,067 -2,961-22.7% -$8.68万 减仓
— EPR PPTYS $29.55万0.00%9,082 2,30434.0% $7.50万 重新持有
ARCB ARCBEST CORP $29.57万0.00%2,010 2,010— $29.57万 新建仓
EE EXCELERATE ENERGY INC $29.62万0.00%7,594 7,594— $29.62万 新建仓
RH RH $29.66万0.00%1,794 -107-5.6% -$1.77万 重新持有
LEN/B LENNAR CORP $29.66万0.00%3,593 1,48470.4% $12.25万 重新持有
— TONIX PHARMACEUTICALS HLDG C $29.67万0.00%23,679 23,679— $29.67万 新建仓
— EA SERIES TRUST $29.69万0.00%7,746 -250-3.1% -$9,584 减仓
AMR ALPHA METALLURGICAL RESOUR I $29.70万0.00%2,025 59841.9% $8.77万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $29.72万0.00%3,030 -32-1.0% -$3,139 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $29.74万0.00%5,390 651.2% $3,587 加仓
AGI ALAMOS GOLD INC $29.79万0.00%10,113 2,11426.4% $6.23万 加仓
BBIN J P MORGAN EXCHANGE TRADED F $29.81万0.00%3,798 -317-7.7% -$2.49万 减仓
UBER UBER TECHNOLOGIES INC 看涨期权 $29.82万0.00%4,000 4,000— $29.82万 新建仓
— PALMER SQUARE FUNDS TR $29.82万0.00%14,546 14,546— $29.82万 新建仓
KTB KONTOOR BRANDS INC $29.86万0.00%3,486 -294-7.8% -$2.52万 减仓
CZR CAESARS ENTERTAINMENT INC NE $29.89万0.00%10,016 -20,812-67.5% -$62.10万 减仓
DFGX DIMENSIONAL ETF TRUST $29.90万0.00%5,614 5,614— $29.90万 新建仓
ETD ETHAN ALLEN INTERIORS INC $29.94万0.00%13,780 13,780— $29.94万 新建仓
SHBI SHORE BANCSHARES INC $29.97万0.00%13,237 13,237— $29.97万 新建仓
EDIT EDITAS MEDICINE INC $30.02万0.00%92,094 3,7254.2% $1.21万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $30.04万0.00%50,589 -7,748-13.3% -$4.60万 减仓
INN SUMMIT HOTEL PPTYS $30.06万0.00%46,533 28,125152.8% $18.17万 加仓
DSP VIANT TECHNOLOGY INC $30.08万0.00%22,822 22,822— $30.08万 新建仓
ELF E L F BEAUTY INC $30.10万0.00%3,922 -6,965-64.0% -$53.45万 减仓
KGS KODIAK GAS SVCS INC $30.17万0.00%4,447 4,447— $30.17万 新建仓
FAD FIRST TR EXCHANGE-TRADED ALP $30.19万0.00%1,585 -28-1.7% -$5,333 减仓
PLTK PLAYTIKA HLDG CORP $30.19万0.00%78,834 -21,823-21.7% -$8.36万 减仓
— SPROTT PHYSICAL COPPER TRUST $30.36万0.00%28,400 28,400— $30.36万 新建仓
— OPTEX SYS HLDGS INC $30.38万0.00%24,075 24,075— $30.38万 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $30.48万0.00%4,159 -3,665-46.8% -$26.86万 减仓
SMMD ISHARES TR $30.50万0.00%3,384 3,384— $30.50万 新建仓
HDB HDFC BANK LTD $30.50万0.00%11,506 -978-7.8% -$2.59万 减仓
GNL GLOBAL NET LEASE INC $30.52万0.00%33,650 4,25014.5% $3.85万 加仓
— RCI HOSPITALITY HLDGS INC $30.55万0.00%11,435 11,435— $30.55万 新建仓
CWK CUSHMAN AND WAKEFIELD LTD $30.62万0.00%22,699 2,75213.8% $3.71万 加仓
CRMD CORMEDIX INC $30.63万0.00%36,469 12,16450.0% $10.22万 加仓
OUT OUTFRONT MEDIA INC $30.64万0.00%9,273 1,55220.1% $5.13万 加仓
ITB ISHARES TR $30.69万0.00%3,139 -183-5.5% -$1.79万 减仓
NOW SERVICENOW INC 看涨期权 $30.70万0.00%2,900 2,900— $30.70万 新建仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $30.80万0.00%17,842 3,54424.8% $6.12万 加仓
IBOC INTERNATIONAL BANCSHARES COR $30.80万0.00%4,084 4,084— $30.80万 新建仓
EDOW FIRST TR EXCHANGE-TRADED FD $30.84万0.00%6,887 10.0% $45 加仓
— GLOBAL X FDS $30.89万0.00%8,325 6859.0% $2.54万 加仓
PBR/A PETROLEO BRASILEIRO S A $30.91万0.00%19,854 2,97917.7% $4.64万 加仓
— INNOVATOR ETFS TRUST $30.92万0.00%10,920 2202.1% $6,230 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $30.95万0.00%5,876 -96-1.6% -$5,057 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $30.96万0.00%8,610 2,20934.5% $7.94万 加仓
MBLY MOBILEYE GLOBAL INC $31.00万0.00%32,458 20,342167.9% $19.43万 加仓
— GLOBAL X FDS $31.01万0.00%25,030 00.0% — 不变
PCRX PACIRA BIOSCIENCES INC $31.14万0.00%12,221 8337.3% $2.12万 加仓
NXRT NEXPOINT RESIDENTIAL TR INC $31.20万0.00%11,424 11,424— $31.20万 新建仓
BLND BLEND LABS INC $31.21万0.00%183,566 153,710514.8% $26.13万 加仓
LVHD LEGG MASON ETF INVT $31.22万0.00%7,008 -652-8.5% -$2.90万 减仓
WERN WERNER ENTERPRISES INC $31.23万0.00%7,123 7,123— $31.23万 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME $31.26万0.00%7,260 5548.3% $2.39万 加仓
FINS ANGEL OAK FINL STRATEGIES IN $31.27万0.00%24,370 00.0% — 不变
NHI NATIONAL HEALTH INVS INC $31.27万0.00%4,151 -184-4.2% -$1.39万 减仓
— LXP INDUSTRIAL TRUST $31.37万0.00%5,698 74114.9% $4.08万 加仓
TMC TMC THE METALS COMPANY INC $31.39万0.00%74,560 4,9627.1% $2.09万 加仓
IONS IONIS PHARMACEUTICALS INC $31.42万0.00%5,394 1,26930.8% $7.39万 加仓