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 |
|---|---|---|---|---|---|---|---|---|
| VLU | SPDR SERIES TRUST | $35.41万 | 0.00% | 1,634 | -549 | -25.1% | -$11.90万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $35.47万 | 0.00% | 7,878 | 858 | 12.2% | $3.86万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $35.52万 | 0.00% | 34,354 | 34,354 | — | $35.52万 | 新建仓 |
| CRVL | CORVEL CORP | $35.54万 | 0.00% | 14,751 | 1,054 | 7.7% | $2.54万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $35.58万 | 0.00% | 8,589 | 8,589 | — | $35.58万 | 新建仓 |
| BKE | BUCKLE INC | $35.65万 | 0.00% | 7,109 | 1,384 | 24.2% | $6.94万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $35.66万 | 0.00% | 12,671 | -8,414 | -39.9% | -$23.68万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $35.67万 | 0.00% | 13,129 | -5,777 | -30.6% | -$15.70万 | 减仓 |
| PGNY | PROGYNY INC | $35.69万 | 0.00% | 21,498 | 10,239 | 90.9% | $17.00万 | 加仓 |
| IMKTA | INGLES MKTS INC | $35.81万 | 0.00% | 3,930 | -453 | -10.3% | -$4.13万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $35.82万 | 0.00% | 16,245 | -58,293 | -78.2% | -$128.54万 | 减仓 |
| PHR | PHREESIA INC | $35.85万 | 0.00% | 42,837 | 42,837 | — | $35.85万 | 新建仓 |
| UUP | INVESCO DB US DLR INDEX TR | $35.95万 | 0.00% | 12,902 | 12,902 | — | $35.95万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $35.95万 | 0.00% | 40,763 | -1,097 | -2.6% | -$9,676 | 减仓 |
| DGRS | WISDOMTREE TR | $36.03万 | 0.00% | 6,770 | -7,231 | -51.6% | -$38.49万 | 减仓 |
| RDNT | RADNET INC | $36.04万 | 0.00% | 6,577 | -6,443 | -49.5% | -$35.30万 | 减仓 |
| WING | WINGSTOP INC | $36.05万 | 0.00% | 7,689 | 4,856 | 171.4% | $22.77万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $36.05万 | 0.00% | 4,335 | -348 | -7.4% | -$2.89万 | 减仓 |
| LGIH | LGI HOMES INC | $36.12万 | 0.00% | 9,473 | -1,671 | -15.0% | -$6.37万 | 减仓 |
| CVBF | CVB FINL CORP | $36.14万 | 0.00% | 18,384 | 7,260 | 65.3% | $14.27万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $36.15万 | 0.00% | 22,274 | -30,614 | -57.9% | -$49.69万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $36.22万 | 0.00% | 4,952 | 447 | 9.9% | $3.27万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $36.26万 | 0.00% | 10,420 | -5,174 | -33.2% | -$18.01万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $36.28万 | 0.00% | 15,352 | -1,080 | -6.6% | -$2.55万 | 减仓 |
| FXI | ISHARES TR | $36.29万 | 0.00% | 10,205 | -65,988 | -86.6% | -$234.65万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $36.36万 | 0.00% | 4,682 | -21 | -0.4% | -$1,631 | 减仓 |
| SAIL | SAILPOINT INC | $36.36万 | 0.00% | 27,993 | 27,993 | — | $36.36万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $36.40万 | 0.00% | 97,853 | -176,600 | -64.3% | -$65.69万 | 减仓 |
| XP | XP INC | $36.50万 | 0.00% | 19,611 | 938 | 5.0% | $1.75万 | 加仓 |
| U | UNITY SOFTWARE INC | $36.62万 | 0.00% | 16,097 | 4,635 | 40.4% | $10.54万 | 加仓 |
| AIR | AAR CORP | $36.63万 | 0.00% | 3,337 | 108 | 3.3% | $1.19万 | 加仓 |
| — | DBX ETF TR | $36.65万 | 0.00% | 10,337 | 10,337 | — | $36.65万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $36.65万 | 0.00% | 21,385 | -2,735 | -11.3% | -$4.69万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $36.67万 | 0.00% | 31,612 | -5,053 | -13.8% | -$5.86万 | 减仓 |
| AZZ | AZZ INC | $36.76万 | 0.00% | 2,909 | -977 | -25.1% | -$12.35万 | 减仓 |
| AGI | ALAMOS GOLD INC NEW | $36.80万 | 0.00% | 7,999 | -8,018 | -50.1% | -$36.89万 | 减仓 |
| AIPO | TIDAL TRUST II | $36.89万 | 0.00% | 14,500 | -14,000 | -49.1% | -$35.62万 | 减仓 |
| RBA | RB GLOBAL INC | $36.92万 | 0.00% | 3,754 | -1,712 | -31.3% | -$16.84万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $36.97万 | 0.00% | 12,217 | -26,290 | -68.3% | -$79.55万 | 减仓 |
| MHO | M/I HOMES INC | $36.97万 | 0.00% | 3,040 | -2,433 | -44.5% | -$29.59万 | 减仓 |
| — | PROSHARES TR | $37.01万 | 0.00% | 5,161 | 5,161 | — | $37.01万 | 新建仓 |
| TLTD | FLEXSHARES TR | $37.01万 | 0.00% | 3,897 | 3,897 | — | $37.01万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $37.13万 | 0.00% | 27,623 | -9,125 | -24.8% | -$12.26万 | 减仓 |
| GNW | GENWORTH FINL INC | $37.13万 | 0.00% | 44,261 | -24,996 | -36.1% | -$20.97万 | 减仓 |
| MYE | MYERS INDS INC | $37.19万 | 0.00% | 17,636 | 1,347 | 8.3% | $2.84万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $37.20万 | 0.00% | 54,865 | 2,555 | 4.9% | $1.73万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $37.23万 | 0.00% | 10,749 | -35 | -0.3% | -$1,212 | 减仓 |
| EWL | ISHARES INC | $37.24万 | 0.00% | 6,317 | -383 | -5.7% | -$2.26万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $37.25万 | 0.00% | 14,563 | -13,644 | -48.4% | -$34.90万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $37.41万 | 0.00% | 11,624 | 11,624 | — | $37.41万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $37.42万 | 0.00% | 48,663 | 1,183 | 2.5% | $9,097 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $37.45万 | 0.00% | 6,237 | 6,237 | — | $37.45万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $37.46万 | 0.00% | 5,863 | -1,611 | -21.6% | -$10.29万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $37.46万 | 0.00% | 10,163 | 8,718 | 603.3% | $32.14万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $37.64万 | 0.00% | 2,957 | -344 | -10.4% | -$4.38万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $37.72万 | 0.00% | 16,928 | -8,882 | -34.4% | -$19.79万 | 减仓 |
| — | DIAMOND HILL INVT GROUP INC | $37.72万 | 0.00% | 2,185 | 309 | 16.5% | $5.33万 | 加仓 |
| MATX | MATSON INC | $37.79万 | 0.00% | 2,271 | 2,271 | — | $37.79万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $37.81万 | 0.00% | 17,000 | -3,920 | -18.7% | -$8.72万 | 减仓 |
| NVCR | NOVOCURE LTD | $37.81万 | 0.00% | 35,838 | 9,623 | 36.7% | $10.15万 | 加仓 |
| USAR | USA RARE EARTH INC | $37.82万 | 0.00% | 23,755 | 13,721 | 136.7% | $21.84万 | 重新持有 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $37.83万 | 0.00% | 11,937 | -3,795 | -24.1% | -$12.03万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $37.91万 | 0.00% | 3,940 | -186 | -4.5% | -$1.79万 | 减仓 |
| RGNX | REGENXBIO INC | $37.92万 | 0.00% | 44,460 | 31 | 0.1% | $264 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $37.95万 | 0.00% | 3,657 | 103 | 2.9% | $1.07万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.96万 | 0.00% | 20,048 | 0 | 0.0% | — | 不变 |
| PATN | PACER FDS TR | $38.04万 | 0.00% | 13,307 | 13,307 | — | $38.04万 | 新建仓 |
| CRI | CARTERS INC | $38.08万 | 0.00% | 10,605 | 54 | 0.5% | $1,939 | 加仓 |
| GMAB | GENMAB A/S | $38.12万 | 0.00% | 13,861 | -957 | -6.5% | -$2.63万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $38.19万 | 0.00% | 176 | -51 | -22.5% | -$11.07万 | 减仓 |
| THO | THOR INDS INC | $38.19万 | 0.00% | 4,937 | -481 | -8.9% | -$3.72万 | 减仓 |
| NSP | INSPERITY INC | $38.20万 | 0.00% | 21,422 | -3,854 | -15.2% | -$6.87万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $38.22万 | 0.00% | 10,616 | 10,616 | — | $38.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $38.23万 | 0.00% | 5,265 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $38.25万 | 0.00% | 18,990 | -1,726 | -8.3% | -$3.48万 | 减仓 |
| AMRC | AMERESCO INC | $38.31万 | 0.00% | 15,025 | 12,768 | 565.7% | $32.56万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $38.33万 | 0.00% | 26,580 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $38.45万 | 0.00% | 18,189 | -4,558 | -20.0% | -$9.64万 | 减仓 |
| DHS | WISDOMTREE TR | $38.50万 | 0.00% | 3,542 | -3,359 | -48.7% | -$36.51万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $38.55万 | 0.00% | 4,109 | 4,109 | — | $38.55万 | 新建仓 |
| VOD | VODAFONE GROUP PLC NEW | $38.63万 | 0.00% | 25,399 | -15,913 | -38.5% | -$24.20万 | 减仓 |
| CARG | CARGURUS INC | $38.67万 | 0.00% | 11,602 | 3,735 | 47.5% | $12.45万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $38.69万 | 0.00% | 6,225 | -1,134 | -15.4% | -$7.05万 | 减仓 |
| EQNR | EQUINOR ASA | $38.69万 | 0.00% | 9,267 | -6,156 | -39.9% | -$25.70万 | 减仓 |
| TRNS | TRANSCAT INC | $38.70万 | 0.00% | 5,079 | -74,293 | -93.6% | -$566.11万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $38.71万 | 0.00% | 62,937 | 17,862 | 39.6% | $10.99万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $38.72万 | 0.00% | 23,844 | -3,035 | -11.3% | -$4.93万 | 减仓 |
| RING | ISHARES INC | $38.78万 | 0.00% | 4,747 | -2,496 | -34.5% | -$20.39万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $38.81万 | 0.00% | 11,604 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $38.86万 | 0.00% | 3,951 | -916 | -18.8% | -$9.01万 | 减仓 |
| RKT | ROCKET COS INC | $38.91万 | 0.00% | 26,007 | -85,862 | -76.8% | -$128.45万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $38.91万 | 0.00% | 10,422 | -3,830 | -26.9% | -$14.30万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $38.93万 | 0.00% | 20,753 | 1,315 | 6.8% | $2.47万 | 加仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $38.93万 | 0.00% | 28,071 | 694 | 2.5% | $9,626 | 加仓 |
| IMO | IMPERIAL OIL LTD | $38.97万 | 0.00% | 2,986 | -6,229 | -67.6% | -$81.29万 | 减仓 |
| LIT | GLOBAL X FDS | $39.00万 | 0.00% | 5,258 | -3,684 | -41.2% | -$27.33万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $39.02万 | 0.00% | 10,383 | 465 | 4.7% | $1.75万 | 加仓 |
| ECHO | ECHOSTAR CORP | $39.15万 | 0.00% | 3,042 | -628 | -17.1% | -$8.08万 | 减仓 |
| CROX | CROCS INC | $39.20万 | 0.00% | 11,459 | -5,812 | -33.7% | -$19.88万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $39.22万 | 0.00% | 14,585 | 4,603 | 46.1% | $12.38万 | 加仓 |