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 |
|---|---|---|---|---|---|---|---|---|
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -16,949 | -100.0% | -$39.36万 | 清仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -11,180 | -100.0% | -$39.35万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,920 | -100.0% | -$39.12万 | 清仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,585 | -100.0% | -$39.06万 | 清仓 |
| TCBX | THIRD COAST BANCSHARES INC | $0 | 0.00% | 0 | -10,152 | -100.0% | -$39.03万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -20,875 | -100.0% | -$38.95万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -24,403 | -100.0% | -$38.41万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,562 | -100.0% | -$38.35万 | 清仓 |
| DBEU | DBX ETF TR | $0 | 0.00% | 0 | -7,700 | -100.0% | -$37.89万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -18,988 | -100.0% | -$37.43万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,348 | -100.0% | -$36.92万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,477 | -100.0% | -$36.49万 | 清仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $0 | 0.00% | 0 | -19,920 | -100.0% | -$36.37万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,585 | -100.0% | -$36.33万 | 清仓 |
| GAM | GENERAL AMERN INVS CO INC | $0 | 0.00% | 0 | -6,041 | -100.0% | -$36.18万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -6,552 | -100.0% | -$36.05万 | 清仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -13,569 | -100.0% | -$35.56万 | 清仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $0 | 0.00% | 0 | -13,546 | -100.0% | -$35.46万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -11,384 | -100.0% | -$35.37万 | 清仓 |
| EWH | ISHARES INC | $0 | 0.00% | 0 | -15,856 | -100.0% | -$35.26万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -7,851 | -100.0% | -$35.26万 | 清仓 |
| FISI | FINANCIAL INSTNS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQE | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -5,931 | -100.0% | -$33.94万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,310 | -100.0% | -$33.89万 | 清仓 |
| RWO | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -512 | -100.0% | -$33.43万 | 清仓 |
| HDUS | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,230 | -100.0% | -$33.36万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -2,502 | -100.0% | -$33.19万 | 清仓 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -3,217 | -100.0% | -$33.07万 | 清仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -6,489 | -100.0% | -$32.74万 | 清仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMSB | JOHN MARSHALL BANCORP INC | $0 | 0.00% | 0 | -16,529 | -100.0% | -$32.43万 | 清仓 |
| — | FLEXSHARES TR | $0 | 0.00% | 0 | -2,005 | -100.0% | -$32.19万 | 清仓 |
| GLP | GLOBAL PARTNERS LP | $0 | 0.00% | 0 | -7,748 | -100.0% | -$31.61万 | 清仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,197 | -100.0% | -$31.61万 | 清仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -14,189 | -100.0% | -$31.35万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,001 | -100.0% | -$31.31万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -8,627 | -100.0% | -$31.22万 | 清仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -11,400 | -100.0% | -$31.07万 | 清仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -7,912 | -100.0% | -$30.55万 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -6,393 | -100.0% | -$30.38万 | 清仓 |
| CBNK | CAPITAL BANCORP INC MD | $0 | 0.00% | 0 | -10,650 | -100.0% | -$30.34万 | 清仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,100 | -100.0% | -$30.29万 | 清仓 |
| SPXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,316 | -100.0% | -$30.27万 | 清仓 |
| IXG | ISHARES TR | $0 | 0.00% | 0 | -2,421 | -100.0% | -$30.01万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -5,643 | -100.0% | -$30.00万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,479 | -100.0% | -$29.37万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -8,240 | -100.0% | -$29.22万 | 清仓 |
| FXD | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,108 | -100.0% | -$29.09万 | 清仓 |
| VPG | VISHAY PRECISION GROUP INC | $0 | 0.00% | 0 | -7,014 | -100.0% | -$29.00万 | 清仓 |
| IONQ | IONQ INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHAK | ISHARES TR | $0 | 0.00% | 0 | -5,906 | -100.0% | -$28.86万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -7,982 | -100.0% | -$28.37万 | 清仓 |
| BJRI | BJS RESTAURANTS INC | $0 | 0.00% | 0 | -6,557 | -100.0% | -$28.36万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -4,304 | -100.0% | -$28.35万 | 清仓 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,714 | -100.0% | -$28.32万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,203 | -100.0% | -$28.28万 | 清仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $0 | 0.00% | 0 | -4,047 | -100.0% | -$28.25万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP 看跌期权 | $0 | 0.00% | 7,900 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -8,751 | -100.0% | -$27.93万 | 清仓 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | -7,120 | -100.0% | -$27.92万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -10,212 | -100.0% | -$27.84万 | 清仓 |
| SBR | SABINE RTY TR | $0 | 0.00% | 0 | -4,170 | -100.0% | -$27.84万 | 清仓 |
| APOG | APOGEE ENTERPRISES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,596 | -100.0% | -$27.24万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -2,379 | -100.0% | -$27.10万 | 清仓 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,749 | -100.0% | -$27.05万 | 清仓 |
| CATH | GLOBAL X FDS | $0 | 0.00% | 0 | -3,234 | -100.0% | -$27.01万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,342 | -100.0% | -$26.64万 | 清仓 |
| SKT | TANGER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,214 | -100.0% | -$26.40万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -4,184 | -100.0% | -$26.24万 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCRM | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -3,444 | -100.0% | -$26.11万 | 清仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -17,952 | -100.0% | -$25.94万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -11,946 | -100.0% | -$25.83万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,529 | -100.0% | -$25.67万 | 清仓 |
| CUBI | CUSTOMERS BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -8,732 | -100.0% | -$25.45万 | 清仓 |