13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

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
RGTI RIGETTI COMPUTING INC $56.27万0.00%39,654 12,42045.6% $17.62万 加仓
CCNE CNB FINL CORP PA $56.27万0.00%19,199 -101,812-84.1% -$298.41万 减仓
KMT KENNAMETAL INC $56.28万0.00%15,638 3,67030.7% $13.21万 加仓
MIRM MIRUM PHARMACEUTICALS INC $56.35万0.00%6,100 2,34062.2% $21.62万 加仓
PEBO PEOPLES BANCORP INC $56.37万0.00%16,847 1,57610.3% $5.27万 加仓
THFF FIRST FINANCIAL CORPORATION $56.46万0.00%8,830 91311.5% $5.84万 加仓
SNDX SYNDAX PHARMACEUTICALS INC $56.70万0.00%22,545 2,35011.6% $5.91万 加仓
RUSHA RUSH ENTERPRISES INC $56.72万0.00%8,628 -36,273-80.8% -$238.46万 减仓
— INNOVATOR ETFS TRUST $56.75万0.00%19,372 3,93325.5% $11.52万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $56.83万0.00%16,532 16,532— $56.83万 新建仓
PDFS PDF SOLUTIONS INC $56.99万0.00%16,418 3732.3% $1.29万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $57.02万0.00%15,312 -3,966-20.6% -$14.77万 减仓
FELG FIDELITY COVINGTON TRUST $57.04万0.00%15,082 -9,780-39.3% -$36.99万 减仓
SHE SPDR SERIES TRUST $57.11万0.00%4,414 -1,094-19.9% -$14.15万 减仓
DLS WISDOMTREE TR $57.16万0.00%6,944 -1,899-21.5% -$15.63万 减仓
CPK CHESAPEAKE UTILS CORP $57.22万0.00%4,420 -1,505-25.4% -$19.48万 减仓
FELE FRANKLIN ELEC INC $57.28万0.00%6,147 -1,738-22.0% -$16.20万 减仓
LBTYK LIBERTY GLOBAL LTD $57.29万0.00%48,184 13,11037.4% $15.59万 加仓
GVA GRANITE CONSTR INC $57.32万0.00%14,104 8,666159.4% $35.22万 加仓
RDY DR REDDYS LABS LTD $57.33万0.00%41,397 29,834258.0% $41.32万 加仓
QBTS D-WAVE QUANTUM INC $57.36万0.00%40,053 -7,406-15.6% -$10.61万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $57.41万0.00%11,920 2,39925.2% $11.55万 加仓
KVYO KLAVIYO INC $57.52万0.00%30,053 30,053— $57.52万 新建仓
NULV NUSHARES ETF TR $57.54万0.00%12,511 -721-5.4% -$3.32万 减仓
— FALCONS BEYOND GLOBAL INC $57.56万0.00%51,032 2930.6% $3,305 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $57.60万0.00%61,539 2730.4% $2,555 加仓
QTWO Q2 HLDGS INC $57.65万0.00%12,075 4,80266.0% $22.92万 加仓
DBMF LITMAN GREGORY FDS TR $57.65万0.00%19,019 -14,999-44.1% -$45.46万 减仓
SNN SMITH & NEPHEW PLC $57.70万0.00%17,951 -10,781-37.5% -$34.65万 减仓
ZD ZIFF DAVIS INC $57.80万0.00%13,384 4533.5% $1.96万 加仓
RIVN RIVIAN AUTOMOTIVE INC $57.85万0.00%37,562 -9,330-19.9% -$14.37万 减仓
IOO ISHARES TR $57.92万0.00%4,749 -129,679-96.5% -$1,581.67万 减仓
GOVI INVESCO EXCH TRADED FD TR II $58.11万0.00%21,267 -5,093-19.3% -$13.92万 减仓
IAUM ISHARES GOLD TR $58.19万0.00%12,495 3,28935.7% $15.32万 加仓
IOSP INNOSPEC INC $58.27万0.00%7,897 -1,326-14.4% -$9.78万 减仓
— SEALED AIR CORP NEW $58.28万0.00%13,850 -1,030-6.9% -$4.33万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $58.32万0.00%10,582 -3,719-26.0% -$20.49万 减仓
CDP COPT DEFENSE PROPERTIES $58.36万0.00%18,614 -2,166-10.4% -$6.79万 减仓
IVOG VANGUARD ADMIRAL FDS INC $58.39万0.00%4,614 -668-12.6% -$8.45万 减仓
— INVESCO ADVANTAGE MUN INCOME $58.41万0.00%67,369 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP IN $58.69万0.00%2,211 -1,396-38.7% -$37.06万 减仓
NFJ VIRTUS DIVIDEND INTEREST & P $58.83万0.00%46,215 -556-1.2% -$7,078 减仓
TXNM TXNM ENERGY INC $58.84万0.00%9,999 -260-2.5% -$1.53万 减仓
EFOR ASGN INC $58.84万0.00%25,551 15,191146.6% $34.99万 加仓
— INNOVATOR ETFS TRUST $58.89万0.00%22,315 22,315— $58.89万 新建仓
SNDR SCHNEIDER NATIONAL INC $59.05万0.00%21,845 -6,757-23.6% -$18.26万 减仓
CYTK CYTOKINETICS INC $59.21万0.00%8,873 -1,109-11.1% -$7.40万 减仓
GTOP GOLDMAN SACHS ETF TR $59.34万0.00%16,080 -1,614-9.1% -$5.96万 减仓
IYG ISHARES TR $59.47万0.00%7,152 -3,943-35.5% -$32.79万 减仓
ARM ARM HOLDINGS PLC $59.60万0.00%3,997 -5,599-58.3% -$83.49万 减仓
KNSL KINSALE CAP GROUP INC $59.65万0.00%1,730 -325-15.8% -$11.21万 减仓
HAE HAEMONETICS CORP MASS $59.73万0.00%10,510 1841.8% $1.05万 加仓
XPRO EXPRO GROUP HOLDINGS NV $59.78万0.00%35,885 -8,623-19.4% -$14.37万 减仓
BHVN BIOHAVEN LTD $59.80万0.00%61,017 21,99756.4% $21.56万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $59.80万0.00%10,065 -11,660-53.7% -$69.28万 减仓
CELH CELSIUS HLDGS INC $59.82万0.00%17,552 -11,945-40.5% -$40.71万 减仓
CCS CENTURY CMNTYS INC $60.05万0.00%14,251 6,44682.6% $27.16万 加仓
EZM WISDOMTREE TR $60.09万0.00%8,875 230.3% $1,557 加仓
HTO H2O AMERICA $60.36万0.00%10,199 1,50617.3% $8.91万 加仓
HIFS HINGHAM INSTN SVGS MASS $60.41万0.00%2,115 2,115— $60.41万 新建仓
PLNT PLANET FITNESS INC $60.44万0.00%8,246 3,70181.4% $27.12万 加仓
OII OCEANEERING INTL INC $60.70万0.00%23,754 4291.8% $1.10万 加仓
XRAY DENTSPLY SIRONA INC $60.75万0.00%52,237 -28,323-35.2% -$32.94万 减仓
OLED UNIVERSAL DISPLAY CORP $60.77万0.00%6,773 -2,491-26.9% -$22.35万 减仓
SAFT SAFETY INS GROUP INC $60.93万0.00%8,335 -7-0.1% -$512 减仓
FSMB FIRST TR EXCH TRADED FD III $60.93万0.00%30,489 -1,768-5.5% -$3.53万 减仓
WEN WENDYS CO $61.07万0.00%88,768 -121,751-57.8% -$83.76万 减仓
UDR UDR INC $61.21万0.00%17,670 -2,974-14.4% -$10.30万 减仓
FWONA LIBERTY MEDIA CORP DEL $61.37万0.00%7,605 -3,009-28.3% -$24.28万 减仓
XT ISHARES TR $61.47万0.00%8,952 -2,128-19.2% -$14.61万 减仓
MG MISTRAS GROUP INC $61.56万0.00%40,234 40,234— $61.56万 新建仓
EMLP FIRST TR EXCHANGE-TRADED FD $61.67万0.00%14,081 -3,461-19.7% -$15.16万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $61.83万0.00%3,949 -129-3.2% -$2.02万 减仓
BBUS J P MORGAN EXCHANGE TRADED F $61.93万0.00%5,239 -171-3.2% -$2.02万 减仓
NPKI NPK INTERNATIONAL INC $62.44万0.00%43,092 40,0121,299.1% $57.98万 加仓
MP MP MATERIALS CORP $62.46万0.00%12,559 9318.0% $4.63万 加仓
CIFR CIPHER MINING INC $62.58万0.00%48,813 -1,349-2.7% -$1.73万 减仓
FSLY FASTLY INC $62.60万0.00%18,687 3,11420.0% $10.43万 加仓
— FIRST TR EXCH TRD ALPHDX FD $62.68万0.00%12,253 12,253— $62.68万 新建仓
FCOM FIDELITY COVINGTON TRUST $62.79万0.00%9,104 -2,703-22.9% -$18.64万 减仓
GLXY GALAXY DIGITAL INC. $62.85万0.00%33,023 7,40528.9% $14.09万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $63.01万0.00%25,356 5,71729.1% $14.21万 加仓
VRNS VARONIS SYS INC $63.02万0.00%27,970 13,28090.4% $29.92万 加仓
TNK TEEKAY TANKERS LTD $63.03万0.00%8,187 1,81328.4% $13.96万 加仓
M MACYS INC $63.06万0.00%35,389 -44,930-55.9% -$80.07万 减仓
TSEM TOWER SEMICONDUCTOR LTD $63.12万0.00%3,191 -12,045-79.1% -$238.25万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $63.21万0.00%72,076 -25,865-26.4% -$22.68万 减仓
BIDU BAIDU INC $63.28万0.00%5,703 -6,080-51.6% -$67.47万 减仓
DRH DIAMONDROCK HOSPITALITY CO $63.29万0.00%67,257 11,72621.1% $11.03万 加仓
COHU COHU INC $63.34万0.00%19,706 7714.1% $2.48万 加仓
ETW EATON VANCE TAX-MANAGED GLOB $63.40万0.00%70,993 -14,988-17.4% -$13.38万 减仓
KWR QUAKER HOUGHTON $63.48万0.00%5,265 1242.4% $1.50万 加仓
LQDT LIQUIDITY SVCS INC $63.68万0.00%20,831 18,717885.4% $57.22万 加仓
AVSC AMERICAN CENTY ETF TR $63.72万0.00%10,115 2,76037.5% $17.39万 加仓
VOX VANGUARD WORLD FD $63.72万0.00%7,384 1,63828.5% $14.13万 加仓
ICLN ISHARES TR $63.78万0.00%35,333 -52,153-59.6% -$94.14万 减仓
DIVB ISHARES TR $63.90万0.00%11,824 -7,999-40.4% -$43.23万 减仓
PLXS PLEXUS CORP $64.30万0.00%3,101 -538-14.8% -$11.16万 减仓
IVOO VANGUARD ADMIRAL FDS INC $64.32万0.00%5,576 -141-2.5% -$1.63万 减仓
— HOLOGIC INC $64.38万0.00%13,053 -4,872-27.2% -$24.03万 减仓