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
MYGN MYRIAD GENETICS INC $42.04万0.00%72,114 43,070148.3% $25.11万 加仓
WAFD WAFD INC $42.06万0.00%11,040 9809.7% $3.73万 加仓
— PACER FDS TR $42.10万0.00%8,770 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $42.14万0.00%68,301 5,3648.5% $3.31万 加仓
WTTR SELECT WATER SOLUTIONS INC $42.17万0.00%21,907 21,907— $42.17万 新建仓
MSBI MIDLAND STATES BANCORP INC $42.29万0.00%13,851 3482.6% $1.06万 加仓
DNLI DENALI THERAPEUTICS INC $42.29万0.00%16,467 16,467— $42.29万 新建仓
— TORTOISE CAPITAL SERIES TRUS $42.32万0.00%8,182 8,182— $42.32万 新建仓
COUR COURSERA INC $42.34万0.00%89,741 12,73016.5% $6.01万 加仓
APOG APOGEE ENTERPRISES INC $42.34万0.00%10,907 3,44346.1% $13.37万 重新持有
HASI HA SUSTAINABLE INFRA CAP INC $42.47万0.00%11,229 2852.6% $1.08万 加仓
CROX CROCS INC $42.53万0.00%9,845 -1,614-14.1% -$6.97万 减仓
TWST TWIST BIOSCIENCE CORP $42.58万0.00%4,698 4,698— $42.58万 新建仓
HQH ABRDN HEALTHCARE INVESTORS $42.66万0.00%19,757 19,757— $42.66万 新建仓
WING WINGSTOP INC $42.67万0.00%6,663 -1,026-13.3% -$6.57万 减仓
SARO STANDARDAERO INC $42.69万0.00%15,285 15,285— $42.69万 新建仓
TRIP TRIPADVISOR INC $42.70万0.00%30,544 5,43921.7% $7.60万 加仓
SLG SL GREEN RLTY CORP $42.75万0.00%8,782 4,38799.8% $21.36万 重新持有
SFIX STITCH FIX INC $42.77万0.00%133,140 67,306102.2% $21.62万 加仓
RSPH INVESCO EXCHANGE TRADED FD T $42.81万0.00%12,597 3803.1% $1.29万 加仓
DGT SPDR SERIES TRUST $42.92万0.00%2,312 -347-13.1% -$6.44万 减仓
VIOO VANGUARD ADMIRAL FDS INC $42.98万0.00%3,184 57622.1% $7.77万 加仓
VOX VANGUARD WORLD FD $43.03万0.00%8,174 79010.7% $4.16万 加仓
CAI CARIS LIFE SCIENCES INC $43.04万0.00%25,333 25,333— $43.04万 新建仓
E ENI SPA $43.04万0.00%9,020 85010.4% $4.06万 加仓
PFBC PREFERRED BK LOS ANGELES CA $43.05万0.00%4,071 1,64767.9% $17.42万 加仓
RWR SPDR SERIES TRUST $43.08万0.00%3,783 -276-6.8% -$3.14万 减仓
NICE NICE LTD $43.16万0.00%11,864 -3,051-20.5% -$11.10万 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $43.19万0.00%8,524 -15-0.2% -$760 减仓
YORW YORK WTR CO $43.20万0.00%14,117 5,27059.6% $16.13万 加仓
BEPC BROOKFIELD RENEWABLE CORP $43.24万0.00%12,329 -6,365-34.0% -$22.32万 减仓
GMAB GENMAB A/S $43.29万0.00%14,928 1,0677.7% $3.09万 加仓
EQNR EQUINOR ASA $43.42万0.00%12,801 3,53438.1% $11.99万 加仓
PICK ISHARES INC $43.50万0.00%7,589 -346-4.4% -$1.98万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $43.59万0.00%7,672 -201-2.6% -$1.14万 减仓
PBT PERMIAN BASIN RTY TR $43.61万0.00%16,645 5,18145.2% $13.57万 加仓
YELP YELP INC $43.65万0.00%16,912 -12,533-42.6% -$32.35万 减仓
SNAP SNAP INC $43.70万0.00%133,195 14,88712.6% $4.88万 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $43.71万0.00%25,638 6272.5% $1.07万 加仓
OBK ORIGIN BANCORP INC $43.72万0.00%8,533 2,11733.0% $10.85万 加仓
VSH VISHAY INTERTECHNOLOGY INC $43.76万0.00%9,796 -728-6.9% -$3.25万 减仓
NOG NORTHERN OIL & GAS INC $43.77万0.00%23,632 23,632— $43.77万 新建仓
DOL WISDOMTREE TR $43.79万0.00%5,884 -180-3.0% -$1.34万 减仓
ADMA ADMA BIOLOGICS INC $43.79万0.00%63,254 32,507105.7% $22.50万 加仓
SCSC SCANSOURCE INC $43.82万0.00%8,256 1612.0% $8,546 加仓
MFA MFA FINL INC $43.88万0.00%46,188 3,8559.1% $3.66万 加仓
FCF FIRST COMWLTH FINL CORP PA $43.91万0.00%21,643 10,17088.6% $20.64万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $44.03万0.00%8,373 -55-0.7% -$2,892 减仓
TER TERADYNE INC 看跌期权 $44.07万0.00%1,300 1,300— $44.07万 新建仓
— INNOVATOR ETFS TRUST $44.14万0.00%28,390 -561-1.9% -$8,723 减仓
CMP COMPASS MINERALS INTL INC $44.25万0.00%14,829 14,829— $44.25万 新建仓
VSTS VESTIS CORPORATION $44.30万0.00%30,492 -1,389-4.4% -$2.02万 减仓
OIS OIL STS INTL INC $44.32万0.00%53,204 3,2066.4% $2.67万 加仓
SBET SHARPLINK INC $44.32万0.00%80,438 43,803119.6% $24.14万 加仓
BOOT BOOT BARN HLDGS INC $44.32万0.00%2,749 1,07764.4% $17.36万 加仓
AMPL AMPLITUDE INC $44.40万0.00%48,364 15,64047.8% $14.36万 加仓
GH GUARDANT HEALTH INC $44.41万0.00%2,775 34114.0% $5.46万 加仓
— DBX ETF TR $44.44万0.00%4,772 -160-3.2% -$1.49万 减仓
QDEL QUIDELORTHO CORP $44.45万0.00%24,327 18,164294.7% $33.19万 重新持有
— FIDELITY ETHEREUM FD 看涨期权 $44.47万0.00%24,900 -245,100-90.8% -$437.75万 重新持有
GAB GABELLI EQUITY TR INC $44.48万0.00%78,865 35,08880.2% $19.79万 加仓
PDFS PDF SOLUTIONS INC $44.53万0.00%11,926 -4,492-27.4% -$16.77万 减仓
IXJ ISHARES TR $44.60万0.00%4,495 1,74263.3% $17.28万 加仓
VNOM VIPER ENERGY INC $44.67万0.00%10,629 4,36369.6% $18.34万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $44.68万0.00%5,471 5,471— $44.68万 新建仓
— GOLDMAN SACHS ETF TR $44.72万0.00%10,611 2,02223.5% $8.52万 加仓
BILS SPDR SERIES TRUST $44.72万0.00%4,507 1,07331.2% $10.65万 加仓
HYZD WISDOMTREE TR $44.77万0.00%19,825 7,21157.2% $16.28万 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $44.77万0.00%30,710 2130.7% $3,106 加仓
— INNOVATOR ETFS TRUST $44.81万0.00%12,202 00.0% — 不变
IMO IMPERIAL OIL LTD $44.82万0.00%3,719 73324.5% $8.83万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $44.84万0.00%7,305 -484-6.2% -$2.97万 减仓
FSEP FIRST TR EXCHNG TRADED FD VI $45.00万0.00%8,106 -52-0.6% -$2,887 减仓
CRAI CRA INTL INC $45.05万0.00%2,804 1,30987.6% $21.03万 加仓
ERAS ERASCA INC $45.08万0.00%24,330 9384.0% $1.74万 加仓
WHD CACTUS INC $45.11万0.00%8,386 2,65846.4% $14.30万 加仓
— PACER FDS TR $45.15万0.00%8,341 -503-5.7% -$2.72万 减仓
ARDX ARDELYX INC $45.18万0.00%85,573 -5,985-6.5% -$3.16万 减仓
— LAZARD GLOBAL TOTAL RETURN & $45.21万0.00%24,123 7,00040.9% $13.12万 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $45.22万0.00%12,679 7426.2% $2.65万 加仓
WGS GENEDX HOLDINGS CORP $45.23万0.00%6,890 1181.7% $7,746 加仓
EWW ISHARES INC $45.26万0.00%6,046 -182-2.9% -$1.36万 减仓
LQDH ISHARES U S ETF TR $45.31万0.00%4,897 47510.7% $4.39万 加仓
SHYD VANECK ETF TRUST $45.34万0.00%19,858 -943-4.5% -$2.15万 减仓
FFLC FIDELITY COVINGTON TRUST $45.34万0.00%7,623 -541-6.6% -$3.22万 减仓
STXF EA SERIES TRUST $45.41万0.00%9,307 2,51437.0% $12.27万 加仓
FTMA PUTNAM ETF TRUST $45.41万0.00%50,039 5591.1% $5,073 加仓
MMU WESTERN ASSET MANAGED MUNS F $45.56万0.00%44,143 -94-0.2% -$970 减仓
AAON AAON INC $45.60万0.00%3,994 -239-5.6% -$2.73万 减仓
LUMN LUMEN TECHNOLOGIES INC $45.61万0.00%67,777 10,90719.2% $7.34万 加仓
ZWS ZURN ELKAY WATER SOLNS CORP $45.62万0.00%9,634 9,634— $45.62万 新建仓
— BIOLIFE SOLUTIONS INC $45.64万0.00%16,162 5033.2% $1.42万 加仓
OPEN OPENDOOR TECHNOLOGIES INC $45.68万0.00%109,470 17,52219.1% $7.31万 加仓
MMI MARCUS & MILLICHAP INC $45.72万0.00%14,901 14,901— $45.72万 新建仓
— PGIM HIGH YIELD BOND FUND IN $45.75万0.00%35,545 3,0799.5% $3.96万 加仓
ALKS ALKERMES PLC $45.78万0.00%8,814 82810.4% $4.30万 加仓
RHP RYMAN HOSPITALITY PPTYS INC $45.82万0.00%3,645 42413.2% $5.33万 加仓
CRI CARTERS INC $46.00万0.00%11,446 8417.9% $3.38万 加仓
— INNOVATOR ETFS TRUST $46.03万0.00%17,664 1,87811.9% $4.89万 加仓
IAK ISHARES TR $46.05万0.00%3,157 50.2% $729 加仓