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 |
|---|---|---|---|---|---|---|---|---|
| AIP | ARTERIS INC | $39.26万 | 0.00% | 21,570 | 5,103 | 31.0% | $9.29万 | 加仓 |
| QLD | PROSHARES TR | $39.29万 | 0.00% | 6,277 | -22,998 | -78.6% | -$143.96万 | 减仓 |
| CVI | CVR ENERGY INC | $39.31万 | 0.00% | 12,420 | 2,790 | 29.0% | $8.83万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $39.44万 | 0.00% | 14,728 | -7,248 | -33.0% | -$19.41万 | 减仓 |
| TS | TENARIS S A | $39.50万 | 0.00% | 6,798 | -1,503 | -18.1% | -$8.73万 | 减仓 |
| COUR | COURSERA INC | $39.57万 | 0.00% | 77,011 | 40,352 | 110.1% | $20.73万 | 加仓 |
| GPRE | GREEN PLAINS INC | $39.66万 | 0.00% | 23,387 | 5,451 | 30.4% | $9.24万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $39.73万 | 0.00% | 3,252 | -3,708 | -53.3% | -$45.30万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $39.75万 | 0.00% | 8,636 | 645 | 8.1% | $2.97万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $39.75万 | 0.00% | 56,870 | -91,488 | -61.7% | -$63.95万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $39.80万 | 0.00% | 14,654 | -3,692 | -20.1% | -$10.03万 | 减仓 |
| DAN | DANA INC | $39.82万 | 0.00% | 11,922 | 1,308 | 12.3% | $4.37万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $39.89万 | 0.00% | 4,432 | -6,302 | -58.7% | -$56.72万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $39.97万 | 0.00% | 15,367 | 1,090 | 7.6% | $2.84万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $39.98万 | 0.00% | 31,269 | 20,676 | 195.2% | $26.44万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $40.01万 | 0.00% | 87,362 | 56,729 | 185.2% | $25.98万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $40.03万 | 0.00% | 10,956 | -15,170 | -58.1% | -$55.43万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $40.05万 | 0.00% | 25,412 | -300 | -1.2% | -$4,728 | 减仓 |
| VICR | VICOR CORP | $40.06万 | 0.00% | 2,574 | 744 | 40.7% | $11.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.11万 | 0.00% | 15,786 | 5,309 | 50.7% | $13.49万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $40.12万 | 0.00% | 39,367 | -220,424 | -84.8% | -$224.61万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $40.16万 | 0.00% | 35,917 | -30,105 | -45.6% | -$33.66万 | 减仓 |
| KRC | KILROY RLTY CORP | $40.23万 | 0.00% | 14,140 | -2,589 | -15.5% | -$7.37万 | 减仓 |
| MZTI | MARZETTI COMPANY | $40.26万 | 0.00% | 2,842 | 1,340 | 89.2% | $18.98万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $40.26万 | 0.00% | 3,785 | -415 | -9.9% | -$4.41万 | 减仓 |
| — | PACER FDS TR | $40.27万 | 0.00% | 8,770 | -819 | -8.5% | -$3.76万 | 减仓 |
| EIS | ISHARES INC | $40.30万 | 0.00% | 3,420 | -2,367 | -40.9% | -$27.90万 | 减仓 |
| IAK | ISHARES TR | $40.48万 | 0.00% | 3,152 | 3,152 | — | $40.48万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $40.57万 | 0.00% | 1,559 | -245 | -13.6% | -$6.38万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $40.61万 | 0.00% | 10,944 | 2,810 | 34.5% | $10.43万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $40.71万 | 0.00% | 13,879 | -811 | -5.5% | -$2.38万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $40.77万 | 0.00% | 4,422 | -30,021 | -87.2% | -$276.78万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $40.82万 | 0.00% | 6,322 | -2,249 | -26.2% | -$14.52万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $41.03万 | 0.00% | 7,873 | 332 | 4.4% | $1.73万 | 加仓 |
| XOP | SPDR SERIES TRUST | $41.06万 | 0.00% | 2,310 | -2,418 | -51.1% | -$42.98万 | 减仓 |
| MFA | MFA FINL INC | $41.06万 | 0.00% | 42,333 | 4,262 | 11.2% | $4.13万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $41.14万 | 0.00% | 8,428 | -6,170 | -42.3% | -$30.12万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $41.16万 | 0.00% | 22,120 | 3,427 | 18.3% | $6.38万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $41.17万 | 0.00% | 32,168 | 4,549 | 16.5% | $5.82万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $41.24万 | 0.00% | 8,158 | -1,511 | -15.6% | -$7.64万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $41.28万 | 0.00% | 18,423 | -19,596 | -51.5% | -$43.90万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $41.32万 | 0.00% | 20,804 | -6,255 | -23.1% | -$12.42万 | 减仓 |
| — | BANK AMERICA CORP | $41.34万 | 0.00% | 350 | -136 | -28.0% | -$16.06万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $41.54万 | 0.00% | 64,112 | -2,660 | -4.0% | -$1.72万 | 减仓 |
| SCUS | SCHWAB STRATEGIC TR | $41.61万 | 0.00% | 16,538 | 1,315 | 8.6% | $3.31万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $41.61万 | 0.00% | 28,442 | -10,913 | -27.7% | -$15.97万 | 减仓 |
| DOL | WISDOMTREE TR | $41.64万 | 0.00% | 6,064 | -5,097 | -45.7% | -$35.00万 | 减仓 |
| RWR | SPDR SERIES TRUST | $41.66万 | 0.00% | 4,059 | -7,855 | -65.9% | -$80.62万 | 减仓 |
| ERAS | ERASCA INC | $41.66万 | 0.00% | 23,392 | 887 | 3.9% | $1.58万 | 加仓 |
| PFFA | ETFIS SER TR I | $41.70万 | 0.00% | 20,213 | -10,776 | -34.8% | -$22.23万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $41.80万 | 0.00% | 12,520 | -4,020 | -24.3% | -$13.42万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $41.82万 | 0.00% | 16,755 | -785 | -4.5% | -$1.96万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $41.94万 | 0.00% | 4,401 | 71 | 1.6% | $6,766 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC MD | $42.03万 | 0.00% | 32,506 | -1,830 | -5.3% | -$2.37万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $42.08万 | 0.00% | 16,222 | 4,491 | 38.3% | $11.65万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $42.08万 | 0.00% | 15,030 | -1,209 | -7.4% | -$3.39万 | 减仓 |
| SLI | STANDARD LITHIUM LTD | $42.20万 | 0.00% | 124,132 | -32,079 | -20.5% | -$10.91万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $42.24万 | 0.00% | 5,076 | -16,982 | -77.0% | -$141.31万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $42.33万 | 0.00% | 8,164 | -198 | -2.4% | -$1.03万 | 减仓 |
| — | FLUSHING FINL CORP | $42.33万 | 0.00% | 27,170 | -228 | -0.8% | -$3,552 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.33万 | 0.00% | 12,202 | 11,452 | 1,526.9% | $39.73万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $42.45万 | 0.00% | 30,497 | -13,150 | -30.1% | -$18.30万 | 减仓 |
| TEM | TEMPUS AI INC | $42.49万 | 0.00% | 8,967 | -610 | -6.4% | -$2.89万 | 减仓 |
| ULS | UL SOLUTIONS INC | $42.52万 | 0.00% | 5,026 | 752 | 17.6% | $6.36万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $42.56万 | 0.00% | 32,466 | -25,134 | -43.6% | -$32.95万 | 减仓 |
| BLSH | BULLISH | $42.57万 | 0.00% | 11,704 | 11,704 | — | $42.57万 | 新建仓 |
| ARKG | ARK ETF TR | $42.67万 | 0.00% | 15,596 | -25,460 | -62.0% | -$69.66万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $42.74万 | 0.00% | 39,466 | -29,406 | -42.7% | -$31.85万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $42.82万 | 0.00% | 9,093 | -1,542 | -14.5% | -$7.26万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $42.83万 | 0.00% | 47,121 | -23,490 | -33.3% | -$21.35万 | 减仓 |
| CGON | CG ONCOLOGY INC | $43.01万 | 0.00% | 6,373 | 866 | 15.7% | $5.84万 | 加仓 |
| — | PACER FDS TR | $43.05万 | 0.00% | 8,844 | -3,819 | -30.2% | -$18.59万 | 减仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $43.08万 | 0.00% | 5,254 | -1,584 | -23.2% | -$12.99万 | 减仓 |
| OIH | VANECK ETF TRUST | $43.09万 | 0.00% | 1,080 | -237 | -18.0% | -$9.46万 | 减仓 |
| MXL | MAXLINEAR INC | $43.11万 | 0.00% | 23,977 | 3,084 | 14.8% | $5.55万 | 加仓 |
| — | KEWAUNEE SCIENTIFIC CORP | $43.16万 | 0.00% | 12,694 | 12,694 | — | $43.16万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $43.17万 | 0.00% | 28,951 | 6,824 | 30.8% | $10.17万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $43.18万 | 0.00% | 10,656 | -448 | -4.0% | -$1.82万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $43.22万 | 0.00% | 20,166 | 3,077 | 18.0% | $6.59万 | 加仓 |
| AMSF | AMERISAFE INC | $43.24万 | 0.00% | 13,116 | 13,116 | — | $43.24万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $43.25万 | 0.00% | 21,199 | 21,199 | — | $43.25万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $43.25万 | 0.00% | 5,933 | -2,732 | -31.5% | -$19.92万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $43.33万 | 0.00% | 19,878 | -24,619 | -55.3% | -$53.67万 | 减仓 |
| FBK | FB FINL CORP | $43.34万 | 0.00% | 8,114 | -2,140 | -20.9% | -$11.43万 | 减仓 |
| KBR | KBR INC | $43.36万 | 0.00% | 11,395 | -8,965 | -44.0% | -$34.11万 | 减仓 |
| — | ISHARES INC | $43.48万 | 0.00% | 11,164 | 11,164 | — | $43.48万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $43.58万 | 0.00% | 7,053 | 841 | 13.5% | $5.20万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $43.58万 | 0.00% | 91,948 | -13,909 | -13.1% | -$6.59万 | 减仓 |
| KBE | SPDR SERIES TRUST | $43.61万 | 0.00% | 7,240 | 701 | 10.7% | $4.22万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $43.65万 | 0.00% | 14,393 | 1,687 | 13.3% | $5.12万 | 加仓 |
| GATX | GATX CORP | $43.81万 | 0.00% | 11,965 | 8,197 | 217.5% | $30.01万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $43.81万 | 0.00% | 7,789 | -4,683 | -37.5% | -$26.34万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $43.88万 | 0.00% | 18,335 | -567,085 | -96.9% | -$1,357.04万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $43.88万 | 0.00% | 9,475 | 2,964 | 45.5% | $13.73万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $43.90万 | 0.00% | 3,142 | 798 | 34.0% | $11.15万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $43.97万 | 0.00% | 8,126 | -330 | -3.9% | -$1.79万 | 减仓 |
| CNXN | PC CONNECTION INC | $43.97万 | 0.00% | 7,521 | 6,457 | 606.9% | $37.75万 | 加仓 |
| BKCH | GLOBAL X FDS | $44.04万 | 0.00% | 7,774 | 4,250 | 120.6% | $24.08万 | 加仓 |
| UE | URBAN EDGE PPTYS | $44.09万 | 0.00% | 21,645 | -45,368 | -67.7% | -$92.41万 | 减仓 |
| SYSB | ISHARES TR | $44.11万 | 0.00% | 4,964 | 4,964 | — | $44.11万 | 新建仓 |