WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VTOL | BRISTOW GROUP INC | $46.06万 | 0.00% | 10,557 | 5,726 | 118.5% | $24.98万 | 加仓 |
| RLJ | RLJ LODGING TR | $46.12万 | 0.00% | 40,210 | 4,419 | 12.3% | $5.07万 | 加仓 |
| UMH | UMH PPTYS INC | $46.13万 | 0.00% | 30,191 | 15,280 | 102.5% | $23.35万 | 加仓 |
| ASTE | ASTEC INDS INC | $46.23万 | 0.00% | 8,165 | 1,974 | 31.9% | $11.18万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $46.23万 | 0.00% | 35,949 | 6,355 | 21.5% | $8.17万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $46.29万 | 0.00% | 4,700 | 706 | 17.7% | $6.95万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $46.35万 | 0.00% | 5,212 | -42 | -0.8% | -$3,735 | 减仓 |
| UTL | UNITIL CORP | $46.45万 | 0.00% | 8,755 | 8,755 | — | $46.45万 | 新建仓 |
| — | KEWAUNEE SCIENTIFIC CORP | $46.45万 | 0.00% | 12,694 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $46.56万 | 0.00% | 9,550 | 180 | 1.9% | $8,775 | 加仓 |
| EXPO | EXPONENT INC | $46.56万 | 0.00% | 7,498 | -6,613 | -46.9% | -$41.07万 | 减仓 |
| HUBB | HUBBELL INC 看跌期权 | $46.67万 | 0.00% | 1,500 | 1,500 | — | $46.67万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $46.69万 | 0.00% | 9,067 | 1,586 | 21.2% | $8.17万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $46.71万 | 0.00% | 7,734 | 7,734 | — | $46.71万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $46.75万 | 0.00% | 32,045 | 32,045 | — | $46.75万 | 新建仓 |
| GLOB | GLOBANT S A | $46.83万 | 0.00% | 15,631 | 1,207 | 8.4% | $3.62万 | 加仓 |
| AZZ | AZZ INC | $46.86万 | 0.00% | 3,200 | 291 | 10.0% | $4.26万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $47.03万 | 0.00% | 13,946 | 154 | 1.1% | $5,193 | 重新持有 |
| — | VANECK ETF TRUST | $47.05万 | 0.00% | 47,241 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $47.09万 | 0.00% | 18,987 | -6,369 | -25.1% | -$15.79万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $47.10万 | 0.00% | 19,950 | -2,595 | -11.5% | -$6.13万 | 减仓 |
| MTN | VAIL RESORTS INC | $47.32万 | 0.00% | 3,152 | 831 | 35.8% | $12.48万 | 加仓 |
| VVV | VALVOLINE INC | $47.36万 | 0.00% | 12,256 | 1,729 | 16.4% | $6.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.43万 | 0.00% | 8,881 | 8,881 | — | $47.43万 | 新建仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $47.53万 | 0.00% | 23,139 | 10,308 | 80.3% | $21.17万 | 加仓 |
| NUVB | NUVATION BIO INC | $47.53万 | 0.00% | 81,811 | 7,331 | 9.8% | $4.26万 | 加仓 |
| UUUU | ENERGY FUELS INC | $47.57万 | 0.00% | 35,031 | 8,748 | 33.3% | $11.88万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $47.60万 | 0.00% | 6,955 | -122 | -1.7% | -$8,350 | 减仓 |
| RIG | TRANSOCEAN LTD | $47.70万 | 0.00% | 91,727 | -12,471 | -12.0% | -$6.48万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $47.85万 | 0.00% | 31,479 | 3,037 | 10.7% | $4.62万 | 加仓 |
| FHI | FEDERATED HERMES INC | $47.90万 | 0.00% | 8,045 | 124 | 1.6% | $7,383 | 加仓 |
| EVER | EVERQUOTE INC | $47.94万 | 0.00% | 19,308 | 7,168 | 59.0% | $17.80万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $47.99万 | 0.00% | 169,127 | 93,436 | 123.4% | $26.51万 | 加仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $48.05万 | 0.00% | 37,508 | -2,086 | -5.3% | -$2.67万 | 减仓 |
| MCK | MCKESSON CORP 看跌期权 | $48.07万 | 0.00% | 600 | 600 | — | $48.07万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $48.10万 | 0.00% | 8,301 | -247 | -2.9% | -$1.43万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $48.12万 | 0.00% | 8,755 | 2,769 | 46.3% | $15.22万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $48.14万 | 0.00% | 58,146 | 39,922 | 219.1% | $33.06万 | 加仓 |
| REZ | ISHARES TR | $48.22万 | 0.00% | 5,076 | 5,076 | — | $48.22万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $48.25万 | 0.00% | 10,906 | 5,241 | 92.5% | $23.19万 | 加仓 |
| SNEX | STONEX GROUP INC | $48.26万 | 0.00% | 9,848 | -29 | -0.3% | -$1,421 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $48.36万 | 0.00% | 1,700 | 1,700 | — | $48.36万 | 新建仓 |
| SRCE | 1ST SOURCE CORP | $48.39万 | 0.00% | 5,942 | 1,049 | 21.4% | $8.54万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $48.43万 | 0.00% | 28,729 | -2,540 | -8.1% | -$4.28万 | 减仓 |
| EPI | WISDOMTREE TR | $48.46万 | 0.00% | 11,369 | -2,161 | -16.0% | -$9.21万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $48.51万 | 0.00% | 26,967 | 9,341 | 53.0% | $16.80万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $48.52万 | 0.00% | 18,655 | 4,092 | 28.1% | $10.64万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $48.54万 | 0.00% | 8,745 | 867 | 11.0% | $4.81万 | 加仓 |
| — | FLEXSHARES TR | $48.55万 | 0.00% | 11,358 | 2,503 | 28.3% | $10.70万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $48.66万 | 0.00% | 5,768 | 1,367 | 31.1% | $11.53万 | 加仓 |
| CXT | CRANE NXT CO | $48.80万 | 0.00% | 9,600 | 1,922 | 25.0% | $9.77万 | 加仓 |
| ABBV | ABBVIE INC 看跌期权 | $48.87万 | 0.00% | 2,400 | 2,400 | — | $48.87万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $48.92万 | 0.00% | 13,646 | 7,575 | 124.8% | $27.16万 | 加仓 |
| FBK | FB FINL CORP | $49.07万 | 0.00% | 8,658 | 544 | 6.7% | $3.08万 | 加仓 |
| KBE | SPDR SERIES TRUST | $49.10万 | 0.00% | 7,142 | -98 | -1.4% | -$6,737 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $49.22万 | 0.00% | 1,500 | 1,500 | — | $49.22万 | 新建仓 |
| EVTC | EVERTEC INC | $49.27万 | 0.00% | 16,845 | 16,845 | — | $49.27万 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $49.29万 | 0.00% | 43,585 | -2,200 | -4.8% | -$2.49万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $49.32万 | 0.00% | 12,691 | 2,271 | 21.8% | $8.83万 | 加仓 |
| — | NEOS ETF TRUST | $49.32万 | 0.00% | 9,662 | 9,662 | — | $49.32万 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $49.47万 | 0.00% | 10,254 | 177 | 1.8% | $8,538 | 加仓 |
| MARA | MARA HOLDINGS INC | $49.49万 | 0.00% | 39,275 | 8,311 | 26.8% | $10.47万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $49.50万 | 0.00% | 4,889 | 170 | 3.6% | $1.72万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $49.58万 | 0.00% | 13,849 | 4,419 | 46.9% | $15.82万 | 加仓 |
| AIPO | TIDAL TRUST II | $49.74万 | 0.00% | 15,927 | 1,427 | 9.8% | $4.46万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $49.75万 | 0.00% | 45,389 | 1,925 | 4.4% | $2.11万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $49.75万 | 0.00% | 5,131 | 922 | 21.9% | $8.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.82万 | 0.00% | 7,401 | 7,401 | — | $49.82万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $49.82万 | 0.00% | 10,310 | 3,653 | 54.9% | $17.65万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $49.83万 | 0.00% | 2,351 | 2,351 | — | $49.83万 | 新建仓 |
| CHYM | CHIME FINL INC | $49.84万 | 0.00% | 23,822 | 23,822 | — | $49.84万 | 新建仓 |
| AIN | ALBANY INTL CORP | $49.93万 | 0.00% | 6,880 | 3,172 | 85.5% | $23.02万 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $50.00万 | 0.00% | 6,248 | 6,248 | — | $50.00万 | 新建仓 |
| JSML | JANUS DETROIT STR TR | $50.02万 | 0.00% | 5,516 | -6,715 | -54.9% | -$60.90万 | 减仓 |
| IX | ORIX CORP | $50.15万 | 0.00% | 12,444 | 4,512 | 56.9% | $18.18万 | 加仓 |
| — | ISHARES TR | $50.15万 | 0.00% | 21,232 | -1,784 | -7.8% | -$4.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.17万 | 0.00% | 13,055 | -2,366 | -15.3% | -$9.09万 | 减仓 |
| CGON | CG ONCOLOGY INC | $50.23万 | 0.00% | 6,676 | 303 | 4.8% | $2.28万 | 加仓 |
| — | PARNASSUS INCOME FDS | $50.27万 | 0.00% | 15,413 | -12,703 | -45.2% | -$41.43万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $50.28万 | 0.00% | 112,613 | 73,373 | 187.0% | $32.76万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $50.28万 | 0.00% | 9,763 | 3,997 | 69.3% | $20.58万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $50.31万 | 0.00% | 30,961 | -16,500 | -34.8% | -$26.81万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $50.34万 | 0.00% | 5,583 | 116 | 2.1% | $1.05万 | 加仓 |
| MATX | MATSON INC | $50.35万 | 0.00% | 2,459 | 188 | 8.3% | $3.85万 | 加仓 |
| ICOP | ISHARES TR | $50.41万 | 0.00% | 10,341 | 10,341 | — | $50.41万 | 新建仓 |
| PTRB | PGIM ETF TR | $50.41万 | 0.00% | 12,230 | -137,704 | -91.8% | -$567.62万 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $50.44万 | 0.00% | 13,448 | 521 | 4.0% | $1.95万 | 加仓 |
| EUFN | ISHARES TR | $50.46万 | 0.00% | 12,579 | -2,173 | -14.7% | -$8.72万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $50.51万 | 0.00% | 10,039 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $50.55万 | 0.00% | 12,491 | 867 | 7.5% | $3.51万 | 加仓 |
| VCEL | VERICEL CORP | $50.58万 | 0.00% | 10,761 | 10,761 | — | $50.58万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $50.58万 | 0.00% | 52,801 | 13,335 | 33.8% | $12.77万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $50.68万 | 0.00% | 61,651 | 47,155 | 325.3% | $38.76万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $50.79万 | 0.00% | 10,191 | 1,387 | 15.8% | $6.91万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $50.81万 | 0.00% | 54,049 | 504 | 0.9% | $4,738 | 加仓 |
| OUST | OUSTER INC | $50.87万 | 0.00% | 11,754 | 1,046 | 9.8% | $4.53万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $50.93万 | 0.00% | 440 | -15 | -3.3% | -$1.74万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $51.08万 | 0.00% | 14,861 | 1,262 | 9.3% | $4.34万 | 加仓 |
| DIOD | DIODES INC | $51.10万 | 0.00% | 5,302 | 819 | 18.3% | $7.89万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $51.27万 | 0.00% | 7,388 | 1,163 | 18.7% | $8.07万 | 加仓 |