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
— TIDAL TRUST III $31.59万0.00%11,144 11,144— $31.59万 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $31.62万0.00%59,123 8041.4% $4,300 加仓
GCMG GCM GROSVENOR INC $31.63万0.00%23,120 -461-2.0% -$6,306 减仓
JPSE J P MORGAN EXCHANGE TRADED F $31.67万0.00%5,318 -6-0.1% -$357 减仓
DTCR GLOBAL X FDS $31.69万0.00%10,837 -1,285-10.6% -$3.76万 减仓
IWM ISHARES TR 看涨期权 $31.69万0.00%1,100 -26,377-96.0% -$759.92万 重新持有
SSRM SSR MINING IN $31.71万0.00%11,097 5735.4% $1.64万 加仓
ASIX ADVANSIX INC $31.73万0.00%27,632 5,99127.7% $6.88万 加仓
SVV SAVERS VALUE VLG INC $31.74万0.00%32,488 18,638134.6% $18.21万 加仓
— LISTED FDS TR $31.75万0.00%12,016 12,016— $31.75万 新建仓
CTRN CITI TRENDS INC $31.76万0.00%5,502 5,502— $31.76万 新建仓
CTBI COMMUNITY TR BANCORP INC $31.77万0.00%4,410 4,410— $31.77万 新建仓
NEWT NEWTEKONE INC $31.79万0.00%21,506 6,82946.5% $10.09万 加仓
TREE LENDINGTREE INC $31.80万0.00%7,020 1,87036.3% $8.47万 加仓
OIH VANECK ETF TRUST $31.82万0.00%837 -243-22.5% -$9.24万 减仓
OCUL OCULAR THERAPEUTIX INC $31.82万0.00%31,195 13,02271.7% $13.28万 加仓
NSIT INSIGHT ENTERPRISES INC $31.88万0.00%12,563 -617-4.7% -$1.57万 减仓
GTM ZOOMINFO TECHNOLOGIES INC $31.91万0.00%123,556 -32,532-20.8% -$8.40万 减仓
CVE CENOVUS ENERGY INC $31.92万0.00%12,090 3,69143.9% $9.74万 加仓
RPAY REPAY HLDGS CORP $32.00万0.00%78,422 12,01518.1% $4.90万 加仓
WYFI WHITEFIBER INC $32.00万0.00%8,311 8,311— $32.00万 新建仓
GFF GRIFFON CORP $32.05万0.00%3,518 50216.6% $4.57万 加仓
SRRK SCHOLAR ROCK HLDG CORP $32.08万0.00%5,656 57811.4% $3.28万 加仓
— LISTED FDS TR $32.11万0.00%12,789 12,789— $32.11万 新建仓
PPC PILGRIMS PRIDE CORP $32.19万0.00%11,393 -6,735-37.2% -$19.03万 减仓
BCX BLACKROCK RES & COMMODITIES $32.21万0.00%28,300 7,85938.4% $8.94万 加仓
EWS ISHARES INC $32.22万0.00%10,185 -129-1.3% -$4,081 减仓
BSJS INVESCO EXCH TRD SLF IDX FD $32.22万0.00%14,775 -10,351-41.2% -$22.58万 减仓
CERS CERUS CORP $32.25万0.00%103,366 6070.6% $1,894 加仓
STBA S & T BANCORP INC $32.27万0.00%6,619 84314.6% $4.11万 加仓
— DIREXION SHARES ETF TRUST $32.31万0.00%11,528 820.7% $2,298 加仓
SG SWEETGREEN INC $32.32万0.00%38,656 16,89677.6% $14.13万 加仓
BUFQ FIRST TR EXCHNG TRADED FD VI $32.33万0.00%8,238 1,31719.0% $5.17万 加仓
APAM ARTISAN PARTNERS ASSET MGMT $32.39万0.00%8,877 3,62669.1% $13.23万 重新持有
EES WISDOMTREE TR $32.44万0.00%4,807 260.5% $1,754 加仓
KVYO KLAVIYO INC $32.45万0.00%19,187 -10,866-36.2% -$18.37万 减仓
CYRX CRYOPORT INC $32.46万0.00%20,075 1,4777.9% $2.39万 加仓
BOCT INNOVATOR ETFS TRUST $32.50万0.00%6,079 -71,493-92.2% -$382.19万 减仓
— RLJ LODGING TR $32.50万0.00%12,984 00.0% — 不变
PRDO PERDOCEO ED CORP $32.61万0.00%20,185 9995.2% $1.61万 加仓
HRTG HERITAGE INSURANCE HLDGS INC $32.62万0.00%11,624 -98-0.8% -$2,750 减仓
HMN HORACE MANN EDUCATORS CORP N $32.64万0.00%6,214 1,41229.4% $7.42万 加仓
GSL GLOBAL SHIP LEASE INC $32.69万0.00%8,160 8,160— $32.69万 新建仓
— FIRST TR EXCHNG TRADED FD VI $32.70万0.00%51,633 5,83712.7% $3.70万 加仓
— NUVEEN MINN QUALITY MUN INM $32.71万0.00%26,760 00.0% — 不变
AEG AEGON LTD $32.76万0.00%37,222 7,37724.7% $6.49万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $32.79万0.00%2,646 -84-3.1% -$1.04万 减仓
CNK CINEMARK HLDGS INC $32.84万0.00%11,307 1421.3% $4,124 加仓
WLY WILEY JOHN & SONS INC $32.85万0.00%6,529 6,529— $32.85万 新建仓
— VANECK ETF TRUST $32.85万0.00%13,728 13,728— $32.85万 新建仓
OMFS INVESCO EXCH TRD SLF IDX FD $32.91万0.00%6,221 -928-13.0% -$4.91万 减仓
HBCP HOMEBANCORP INC $32.92万0.00%4,850 4,850— $32.92万 新建仓
CNM CORE & MAIN INC $32.92万0.00%7,179 -9,807-57.7% -$44.97万 减仓
EVMO MORGAN STANLEY ETF TRUST $32.94万0.00%6,596 -354-5.1% -$1.77万 减仓
SPCX SPACE EXPLORATION TECHN CORP 看跌期权 $32.98万0.00%2,300 2,300— $32.98万 新建仓
— FIRST TR EXCHNG TRADED FD VI $33.00万0.00%12,707 1,69215.4% $4.39万 加仓
MDGL MADRIGAL PHARMACEUTICALS INC $33.01万0.00%615 -898-59.4% -$48.20万 重新持有
USLM UNITED STS LIME & MINERALS I $33.12万0.00%3,276 -440-11.8% -$4.45万 减仓
ATMP BARCLAYS BANK PLC $33.16万0.00%9,437 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $33.21万0.00%26,593 9,23853.2% $11.54万 加仓
WSBF WATERSTONE FINL INC MD $33.24万0.00%16,824 2,58418.1% $5.11万 加仓
BAUG INNOVATOR ETFS TRUST $33.27万0.00%6,166 00.0% — 不变
— PROSHARES TR $33.29万0.00%4,000 4,000— $33.29万 新建仓
MRTN MARTEN TRANS LTD $33.35万0.00%19,445 8,04870.6% $13.80万 加仓
SAIL SAILPOINT INC $33.47万0.00%24,413 -3,580-12.8% -$4.91万 减仓
BFLY BUTTERFLY NETWORK INC $33.47万0.00%41,947 24,786144.4% $19.78万 加仓
NXDR NEXTDOOR HOLDINGS INC $33.56万0.00%156,408 12,2828.5% $2.64万 加仓
ZNTL ZENTALIS PHARMACEUTICALS INC $33.58万0.00%68,816 -9,924-12.6% -$4.84万 减仓
RDNT RADNET INC $33.59万0.00%5,120 -1,457-22.2% -$9.56万 减仓
— EATON VANCE RISK-MANAGED DIV $33.61万0.00%39,547 5641.4% $4,794 加仓
XNTK SPDR SERIES TRUST $33.62万0.00%911 -648-41.6% -$23.91万 减仓
GDXJ VANECK ETF TRUST $33.63万0.00%3,402 1504.6% $1.48万 加仓
CTO CTO RLTY GROWTH INC NEW $33.67万0.00%15,814 5,80358.0% $12.35万 加仓
— ISHARES TR $33.71万0.00%7,963 00.0% — 不变
POWI POWER INTEGRATIONS INC $33.73万0.00%12,487 -1,750-12.3% -$4.73万 减仓
— INVESCO EXCHANGE TRADED FD T $33.76万0.00%7,260 00.0% — 不变
NMR NOMURA HLDGS INC $33.77万0.00%34,956 15,30077.8% $14.78万 加仓
BBT BEACON FINANCIAL CORP. $33.77万0.00%11,186 -223-2.0% -$6,732 减仓
ASA ASA GOLD AND PRECIOUS MTLS L $33.80万0.00%6,437 -5,504-46.1% -$28.90万 减仓
ZD ZIFF DAVIS INC $33.88万0.00%6,493 -6,891-51.5% -$35.95万 减仓
LRGE LEGG MASON ETF INVT $33.91万0.00%3,872 -7-0.2% -$613 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $33.93万0.00%7,121 3395.0% $1.62万 加仓
NXP NUVEEN SELECT TAX-FREE INCOM $33.95万0.00%23,757 3,84819.3% $5.50万 加仓
— VANECK ETF TRUST $33.99万0.00%5,136 5,136— $33.99万 新建仓
SFST SOUTHERN FIRST BANCSHARES $34.07万0.00%5,609 1,66142.1% $10.09万 加仓
HSTM HEALTHSTREAM INC $34.08万0.00%12,135 12,135— $34.08万 新建仓
FIG FIGMA INC $34.11万0.00%16,160 16,160— $34.11万 新建仓
QAI NEW YORK LIFE INVESTMENTS ET $34.23万0.00%9,419 6677.6% $2.42万 加仓
ICUI ICU MED INC $34.33万0.00%2,223 -378-14.5% -$5.84万 重新持有
QGEN QIAGEN NV $34.34万0.00%8,273 8,273— $34.34万 新建仓
FIDU FIDELITY COVINGTON TRUST $34.38万0.00%3,551 65022.4% $6.29万 加仓
FPF FIRST TR INTER DURATN PFD & $34.46万0.00%19,131 1,93611.3% $3.49万 加仓
— BITWISE 10 CRYPTO INDEX ETF $34.49万0.00%8,402 3584.5% $1.47万 加仓
ALGT ALLEGIANT TRAVEL CO $34.60万0.00%3,117 3,117— $34.60万 新建仓
NUV NUVEEN MUN VALUE FD INC $34.61万0.00%37,868 -9,253-19.6% -$8.46万 减仓
ICLR ICON PUB LTD CO $34.64万0.00%2,065 -168-7.5% -$2.82万 减仓
ISCF ISHARES TR $34.65万0.00%7,905 6799.4% $2.98万 加仓
— CALAMOS ETF TR $34.66万0.00%12,268 12,268— $34.66万 新建仓
— MOOG INC $34.66万0.00%843 843— $34.66万 新建仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $34.69万0.00%40,620 13,97252.4% $11.93万 加仓