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
FOR FORESTAR GROUP INC $28.53万0.00%11,579 1,94020.1% $4.78万 加仓
OGN ORGANON & CO $28.59万0.00%44,952 -31,595-41.3% -$20.09万 减仓
SHAK SHAKE SHACK INC $28.60万0.00%3,202 -1,963-38.0% -$17.54万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $28.69万0.00%5,972 -879-12.8% -$4.22万 减仓
WGO WINNEBAGO INDS INC $28.70万0.00%9,454 3,25052.4% $9.87万 加仓
STXF EA SERIES TRUST $28.71万0.00%6,793 1021.5% $4,311 加仓
RCKT ROCKET PHARMACEUTICALS INC $28.71万0.00%80,868 62,638343.6% $22.24万 加仓
KRP KIMBELL RTY PARTNERS LP $28.87万0.00%19,563 8,37674.9% $12.36万 加仓
UEC URANIUM ENERGY CORP $28.88万0.00%21,283 3,23717.9% $4.39万 加仓
APLD APPLIED DIGITAL CORP $28.89万0.00%11,765 -1,291-9.9% -$3.17万 减仓
PDM PIEDMONT REALTY TRUST INC $28.92万0.00%44,090 -2,125-4.6% -$1.39万 减仓
POWI POWER INTEGRATIONS INC $28.96万0.00%14,237 7,526112.1% $15.31万 加仓
CIM CHIMERA INVT CORP $28.98万0.00%22,569 -7,926-26.0% -$10.18万 减仓
ALAI THE ALGER ETF TRUST $28.99万0.00%8,601 2,21134.6% $7.45万 加仓
— FRANKLIN XRP TRUST $29.03万0.00%20,452 20,452— $29.03万 新建仓
FTXO FIRST TR EXCHANGE TRADED FD $29.06万0.00%7,932 -1,622-17.0% -$5.94万 减仓
HRMY HARMONY BIOSCIENCES HLDGS IN $29.07万0.00%10,478 -7,342-41.2% -$20.37万 减仓
— DIREXION SHS ETF TR $29.08万0.00%8,708 8,708— $29.08万 新建仓
VNOM VIPER ENERGY INC $29.12万0.00%6,266 -718-10.3% -$3.34万 减仓
— APELLIS PHARMACEUTICALS INC $29.13万0.00%7,208 -22,967-76.1% -$92.81万 减仓
EWS ISHARES INC $29.18万0.00%10,314 10,314— $29.18万 新建仓
RYAAY RYANAIR HOLDINGS PLC $29.23万0.00%4,975 -520-9.5% -$3.05万 减仓
BDC BELDEN INC $29.25万0.00%2,542 -732-22.4% -$8.42万 减仓
INTA INTAPP INC $29.26万0.00%11,807 2,03920.9% $5.05万 加仓
FBIZ FIRST BUSINESS FINL SVCS INC $29.28万0.00%5,305 -9,330-63.8% -$51.49万 减仓
LRGE LEGG MASON ETF INVT $29.29万0.00%3,879 -322-7.7% -$2.43万 减仓
MLAB MESA LABS INC $29.36万0.00%3,224 3,224— $29.36万 新建仓
TDOC TELADOC HEALTH INC $29.43万0.00%55,835 37,662207.2% $19.85万 加仓
RWX SPDR INDEX SHS FDS $29.47万0.00%10,926 -12,571-53.5% -$33.91万 减仓
SCHQ SCHWAB STRATEGIC TR $29.49万0.00%9,377 -42,041-81.8% -$132.22万 减仓
ACLS AXCELIS TECHNOLOGIES INC $29.49万0.00%5,467 1,75447.2% $9.46万 加仓
SCSC SCANSOURCE INC $29.54万0.00%8,095 -150-1.8% -$5,474 减仓
LZ LEGALZOOM COM INC $29.55万0.00%50,687 -20,543-28.8% -$11.98万 减仓
— INNOVATOR ETFS TRUST $29.57万0.00%10,700 10,700— $29.57万 新建仓
CABO CABLE ONE INC $29.62万0.00%3,061 -775-20.2% -$7.50万 减仓
MFEM PIMCO EQUITY SER $29.63万0.00%11,900 -15,522-56.6% -$38.64万 减仓
STK COLUMBIA SELIGM PREM TECH GR $29.66万0.00%7,606 -2,018-21.0% -$7.87万 减仓
PWB INVESCO EXCHANGE TRADED FD T $29.71万0.00%2,313 -392-14.5% -$5.03万 减仓
— ISHARES TR $29.72万0.00%7,963 1832.4% $6,830 加仓
ARGX ARGENX SE $29.75万0.00%399 -164-29.1% -$12.23万 减仓
DTCR GLOBAL X FDS $29.82万0.00%12,122 6485.6% $1.59万 加仓
AMR ALPHA METALLURGICAL RESOUR I $29.87万0.00%1,427 -604-29.7% -$12.64万 减仓
— BIOLIFE SOLUTIONS INC $29.88万0.00%15,659 14,8221,770.8% $28.28万 加仓
VFMO VANGUARD WELLINGTON FD $29.90万0.00%1,490 -169-10.2% -$3.39万 减仓
FLIN FRANKLIN TEMPLETON ETF TR $29.91万0.00%8,998 8,998— $29.91万 新建仓
RHP RYMAN HOSPITALITY PPTYS INC $29.92万0.00%3,221 -941-22.6% -$8.74万 减仓
ITB ISHARES TR $29.98万0.00%3,322 -619-15.7% -$5.59万 减仓
ASO ACADEMY SPORTS & OUTDOORS IN $30.03万0.00%5,237 63313.7% $3.63万 加仓
QAI NEW YORK LIFE INVESTMENTS ET $30.06万0.00%8,752 1,08614.2% $3.73万 加仓
IPAR INTERPARFUMS INC $30.12万0.00%3,324 3,324— $30.12万 新建仓
FXH FIRST TR EXCHANGE TRADED FD $30.14万0.00%2,730 -626-18.7% -$6.91万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $30.15万0.00%6,782 -13,460-66.5% -$59.83万 减仓
IHG INTERCONTINENTAL HOTELS GROU $30.17万0.00%2,253 -648-22.3% -$8.68万 减仓
VIOO VANGUARD ADMIRAL FDS INC $30.23万0.00%2,608 32414.2% $3.76万 加仓
DXPE DXP ENTERPRISES INC $30.26万0.00%2,111 -205-8.9% -$2.94万 减仓
— GLOBAL X FDS $30.27万0.00%25,030 5,53028.4% $6.69万 加仓
BAUG INNOVATOR ETFS TRUST $30.32万0.00%6,166 -3,360-35.3% -$16.52万 减仓
FREL FIDELITY COVINGTON TRUST $30.34万0.00%11,079 2,96036.5% $8.11万 加仓
ICFI ICF INTL INC $30.35万0.00%4,524 -826-15.4% -$5.54万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $30.41万0.00%4,115 -1,117-21.3% -$8.25万 减仓
IYC ISHARES TR $30.43万0.00%3,139 -416-11.7% -$4.03万 减仓
MTN VAIL RESORTS INC $30.43万0.00%2,321 -281-10.8% -$3.68万 减仓
— ENVIRI CORP $30.45万0.00%15,299 -2,121-12.2% -$4.22万 减仓
WH WYNDHAM HOTELS & RESORTS INC $30.48万0.00%6,628 1,44427.9% $6.64万 加仓
FPF FIRST TR INTER DURATN PFD & $30.50万0.00%17,195 -1,727-9.1% -$3.06万 减仓
ASAN ASANA INC $30.53万0.00%47,921 30,387173.3% $19.36万 加仓
ISCF ISHARES TR $30.54万0.00%7,226 -1,979-21.5% -$8.36万 减仓
AMN AMN HEALTHCARE SVCS INC $30.57万0.00%16,796 -2,013-10.7% -$3.66万 减仓
BMBL BUMBLE INC $30.58万0.00%103,054 60,419141.7% $17.93万 加仓
— VERIS RESIDENTIAL INC $30.59万0.00%16,144 2,01314.2% $3.81万 加仓
BSJU INVESCO EXCH TRD SLF IDX FD $30.59万0.00%11,899 -14,543-55.0% -$37.39万 减仓
— FIRST TR EXCHANGE TRADED FD $30.64万0.00%13,801 -2,307-14.3% -$5.12万 减仓
PRDO PERDOCEO ED CORP $30.67万0.00%19,186 9,958107.9% $15.92万 加仓
— CLEARWATER ANALYTICS HLDGS I $30.67万0.00%12,888 -149-1.1% -$3,546 减仓
HRTG HERITAGE INSURANCE HLDGS INC $30.70万0.00%11,722 6976.3% $1.83万 加仓
RXO RXO INC $30.73万0.00%20,567 -1,001-4.6% -$1.50万 减仓
DIOD DIODES INC $30.74万0.00%4,483 -29-0.6% -$1,989 减仓
FINS ANGEL OAK FINL STRATEGIES IN $30.83万0.00%24,370 00.0% — 不变
HUBG HUB GROUP INC $30.83万0.00%8,446 -162-1.9% -$5,913 减仓
STEP STEPSTONE GROUP INC $30.83万0.00%6,553 6,553— $30.83万 新建仓
MCRI MONARCH CASINO & RESORT INC $30.84万0.00%3,190 3,190— $30.84万 新建仓
IONS IONIS PHARMACEUTICALS INC $30.85万0.00%4,125 -4,131-50.0% -$30.90万 减仓
CXT CRANE NXT CO $30.86万0.00%7,678 89213.1% $3.58万 加仓
WLK WESTLAKE CORPORATION $30.90万0.00%2,588 2,588— $30.90万 新建仓
DEA EASTERLY GOVT PPTYS INC $30.90万0.00%14,254 2,28019.0% $4.94万 加仓
CCSI CONSENSUS CLOUD SOLUTIONS IN $30.97万0.00%12,927 1,42812.4% $3.42万 加仓
HDB HDFC BANK LTD $31.00万0.00%12,484 -10,074-44.7% -$25.01万 减仓
FXO FIRST TR EXCHANGE TRADED FD $31.03万0.00%5,491 -952-14.8% -$5.38万 减仓
MSBI MIDLAND STATES BANCORP INC $31.06万0.00%13,503 1,0828.7% $2.49万 加仓
KNTK KINETIK HOLDINGS INC $31.06万0.00%6,657 63410.5% $2.96万 加仓
ACT ENACT HLDGS INC $31.10万0.00%7,520 -274-3.5% -$1.13万 减仓
MRCY MERCURY SYS INC $31.10万0.00%7,423 1,65528.7% $6.93万 加仓
QQQI NEOS ETF TRUST $31.13万0.00%6,194 -14,584-70.2% -$73.29万 减仓
PVH PVH CORPORATION $31.16万0.00%4,041 -2,461-37.8% -$18.98万 减仓
— ABRDN GLOBAL DYNAMIC DIVIDEN $31.28万0.00%28,589 12,97483.1% $14.19万 加仓
HIPO HIPPO HLDGS INC $31.36万0.00%12,034 11,7424,021.2% $30.60万 加仓
BLBD BLUE BIRD CORP $31.38万0.00%5,352 5,352— $31.38万 新建仓
BLDR BUILDERS FIRSTSOURCE INC $31.39万0.00%3,968 -8,316-67.7% -$65.79万 减仓
— INNOVATOR ETFS TRUST $31.42万0.00%10,752 10,752— $31.42万 新建仓
UTF COHEN & STEERS INFRASTRUCTUR $31.42万0.00%12,038 -4,836-28.7% -$12.62万 减仓