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
WINA WINMARK CORP $00.00%0 -490-100.0% -$21.09万 清仓
— ISHARES TR $00.00%0 -2,986-100.0% -$21.06万 清仓
XPCQX PIMCO CALIF MUN INCOME FD $00.00%0 -24,132-100.0% -$20.71万 清仓
FET FORUM ENERGY TECHNOLOGIES IN $00.00%0 -3,507-100.0% -$20.68万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -3,629-100.0% -$20.15万 清仓
— ATAI BECKLEY NV $00.00%0 -52,444-100.0% -$19.88万 清仓
OMER OMEROS CORP $00.00%0 -17,475-100.0% -$19.05万 清仓
WWW WOLVERINE WORLD WIDE INC $00.00%0 -10,614-100.0% -$16.93万 清仓
— VOLATILITY SHS TR $00.00%0 -11,565-100.0% -$16.64万 清仓
BBN BLACKROCK TAX MUNICPAL BD TR $00.00%0 -10,344-100.0% -$16.61万 清仓
MQ MARQETA INC $00.00%0 -41,369-100.0% -$16.42万 清仓
AXIAY CENTRAIS ELET BRAS SA $00.00%0 -13,843-100.0% -$15.93万 清仓
GDOT GREEN DOT CORP $00.00%0 -13,475-100.0% -$14.94万 清仓
— INVESCO VALUE MUN INCOME TR $00.00%0 -11,859-100.0% -$14.28万 清仓
KSS KOHLS CORP $00.00%0 -10,472-100.0% -$13.43万 清仓
— DYNAMIX CORP $00.00%0 -12,530-100.0% -$13.12万 清仓
WB WEIBO CORP $00.00%0 -15,085-100.0% -$13.09万 清仓
— TWO HBRS INVT CORP $00.00%0 -11,169-100.0% -$12.42万 清仓
— EUROPEAN WAX CTR INC $00.00%0 -19,194-100.0% -$11.15万 清仓
— MARINE PRODS CORP $00.00%0 -14,442-100.0% -$10.37万 清仓
— ON24 INC $00.00%0 -11,349-100.0% -$9.19万 清仓
— TASEKO MINES LTD $00.00%0 -12,850-100.0% -$8.55万 清仓
— SELECT MED HLDGS CORP $00.00%0 -15,877-100.0% -$8.41万 清仓
— PUTNAM ETF TRUST $00.00%0 -10,743-100.0% -$8.36万 清仓
— TELEFONICA S A $00.00%0 -15,788-100.0% -$6.96万 清仓
— OLAPLEX HLDGS INC $00.00%0 -32,414-100.0% -$6.58万 清仓
CDZI CADIZ INC $00.00%0 -11,573-100.0% -$5.71万 清仓
NRGV ENERGY VAULT HOLDINGS INC $00.00%0 -15,801-100.0% -$5.06万 清仓
HLLY HOLLEY INC $00.00%0 -16,194-100.0% -$4.97万 清仓
TMQ TRILOGY METALS INC NEW $00.00%0 -12,514-100.0% -$4.72万 清仓
— MFS INTER INCOME TR $00.00%0 -10,000-100.0% -$2.47万 清仓
— HIGH TIDE INC $00.00%0 -10,136-100.0% -$2.34万 清仓
DDOG DATADOG INC $00.00%0 -23,000-100.0% -$2.23万 清仓
— LOANDEPOT INC $00.00%0 -15,263-100.0% -$2.23万 清仓
— SANGAMO THERAPEUTICS INC $00.00%0 -72,000-100.0% -$2.16万 清仓
LNTH LANTHEUS HLDGS INC $00.00%0 -18,000-100.0% -$2.16万 清仓
— WM TECHNOLOGY INC $00.00%0 -29,997-100.0% -$2.12万 清仓
— DATAVAULT AI INC $00.00%0 -28,403-100.0% -$2.05万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -19,000-100.0% -$1.86万 清仓
— VENTAS RLTY LTD PARTNERSHIP $00.00%0 -12,000-100.0% -$1.83万 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -19,000-100.0% -$1.77万 清仓
— DUKE ENERGY CORP NEW $00.00%0 -13,000-100.0% -$1.44万 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -12,000-100.0% -$1.34万 清仓
— FIRSTENERGY CORP $00.00%0 -12,000-100.0% -$1.32万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -11,000-100.0% -$1.28万 清仓
NET CLOUDFLARE INC $00.00%0 -10,000-100.0% -$1.19万 清仓
VSH VISHAY INTERTECHNOLOGY INC $00.00%0 -12,000-100.0% -$1.16万 清仓
— AMERICAN BITCOIN CORP. $00.00%0 -12,057-100.0% -$1.10万 清仓
— AMERICAN WTR CAP CORP $00.00%0 -11,000-100.0% -$1.10万 清仓
— PROGRESS SOFTWARE CORP $00.00%0 -12,000-100.0% -$1.06万 清仓
— WINNEBAGO INDS INC $00.00%0 -11,000-100.0% -$9,889 清仓
— NEXTNRG INC $00.00%0 -11,536-100.0% -$4,559 清仓
DIA SPDR DOW JONES INDL AVERAGE 看跌期权 $00.00%0 -10,000-100.0% — 清仓
— DEFI TECHNOLOGIES INC 看涨期权 $00.00%0 -14,000-100.0% — 清仓
— TELOMIR PHARMACEUTICALS INC $00.00%12,119 12,119— — 新建仓
RR RICHTECH ROBOTICS INC $00.00%21,783 21,783— — 新建仓
— EXXON MOBIL CORP 看涨期权 $00.00%100 100— — 新建仓
— LIBERTY MEDIA CORP DEL $4390.00%10,000 10,000— $439 新建仓
WEN WENDYS CO 看涨期权 $7550.00%100 100— $755 新建仓
— COHEN & STEERS QUALITY INCOM $1,1250.00%102,227 102,227— $1,125 新建仓
PLAB PHOTRONICS INC 看涨期权 $1,5930.00%200 200— $1,593 新建仓
RGTI RIGETTI COMPUTING INC 看涨期权 $1,6540.00%100 100— $1,654 新建仓
— OCEAN PWR TECHNOLOGIES INC $3,1890.00%14,431 14,431— $3,189 新建仓
PATH UIPATH INC 看涨期权 $3,5040.00%300 300— $3,504 新建仓
USAR USA RARE EARTH INC 看涨期权 $3,6960.00%200 200— $3,696 新建仓
UNG UNITED STS NAT GAS FD LP 看跌期权 $4,2400.00%400 400— $4,240 新建仓
IONQ IONQ INC 看涨期权 $4,2860.00%100 -17,600-99.4% -$75.43万 重新持有
SMR NUSCALE PWR CORP 看涨期权 $4,5200.00%500 500— $4,520 新建仓
— NUBURU INC $4,5340.00%35,394 35,394— $4,534 新建仓
CARR CARRIER GLOBAL CORPORATION 看涨期权 $6,0780.00%100 100— $6,078 新建仓
PHM PULTE GROUP INC 看涨期权 $6,5620.00%100 100— $6,562 新建仓
AEHR AEHR TEST SYS 看涨期权 $7,2600.00%100 100— $7,260 新建仓
BP BP PLC 看涨期权 $7,8400.00%200 200— $7,840 新建仓
VTR VENTAS INC 看涨期权 $8,3370.00%100 100— $8,337 新建仓
BILL BILL HOLDINGS INC $8,7480.00%10,000 00.0% — 不变
— DEFI TECHNOLOGIES INC $8,7890.00%17,600 -1,000-5.4% -$499 减仓
CRWV COREWEAVE INC 看涨期权 $8,8880.00%100 100— $8,888 新建仓
— AMPHASTAR PHARMACEUTICALS IN $9,0040.00%10,000 00.0% — 不变
ITGR INTEGER HLDGS CORP $9,6500.00%10,000 10,000— $9,650 新建仓
COP CONOCOPHILLIPS 看涨期权 $9,8200.00%100 100— $9,820 新建仓
GME GAMESTOP CORP $1.01万0.00%10,000 10,000— $1.01万 新建仓
— STARWOOD PPTY TR INC $1.02万0.00%10,000 00.0% — 不变
MP MP MATERIALS CORP 看涨期权 $1.04万0.00%200 200— $1.04万 新建仓
PSN PARSONS CORP DEL $1.10万0.00%11,000 11,000— $1.10万 新建仓
CIFR CIPHER DIGITAL INC 看涨期权 $1.11万0.00%500 500— $1.11万 新建仓
WMT WALMART INC 看跌期权 $1.12万0.00%100 100— $1.12万 新建仓
DXCM DEXCOM INC $1.13万0.00%12,000 00.0% — 不变
SNAP SNAP INC $1.15万0.00%14,000 1,0007.7% $818 重新持有
RBRK RUBRIK INC. $1.15万0.00%11,000 11,000— $1.15万 新建仓
— PICARD MEDICAL INC $1.17万0.00%75,833 75,833— $1.17万 新建仓
— ETF OPPORTUNITIES TRUST $1.17万0.00%14,157 14,157— $1.17万 新建仓
ENOV ENOVIS CORPORATION $1.18万0.00%12,000 00.0% — 不变
TTEK TETRA TECH INC NEW $1.18万0.00%11,000 11,000— $1.18万 新建仓
UPST UPSTART HLDGS INC $1.19万0.00%15,000 -4,000-21.1% -$3,176 减仓
— MERIT MED SYS INC $1.21万0.00%11,000 11,000— $1.21万 新建仓
MTH MERITAGE HOMES CORP $1.21万0.00%12,000 1,0009.1% $1,008 重新持有
OMCL OMNICELL COM $1.21万0.00%11,000 11,000— $1.21万 新建仓
UAL UNITED AIRLS HLDGS INC 看涨期权 $1.21万0.00%100 100— $1.21万 新建仓
— HAEMONETICS CORP MASS $1.22万0.00%12,000 -3,000-20.0% -$3,050 减仓
— RIVIAN AUTOMOTIVE INC $1.23万0.00%11,000 -6,000-35.3% -$6,717 减仓