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
WSFS WSFS FINL CORP $71.47万0.00%9,209 2,29733.2% $17.83万 加仓
DRAM ROUNDHILL ETF TRUST $71.59万0.00%11,357 11,357— $71.59万 新建仓
BMI BADGER METER INC $71.62万0.00%4,967 2,09072.6% $30.14万 加仓
IAUM ISHARES GOLD TRUST MICRO $71.64万0.00%17,504 5,00940.1% $20.50万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $71.77万0.00%16,390 2,30916.4% $10.11万 加仓
ONB OLD NATL BANCORP IND $71.88万0.00%27,425 5,13323.0% $13.45万 加仓
HCSG HEALTHCARE SVCS GROUP INC $71.88万0.00%30,216 1,6515.8% $3.93万 加仓
FCOM FIDELITY COVINGTON TRUST $71.89万0.00%9,941 8379.2% $6.05万 加仓
FDD FIRST TR EXCHANGE-TRADED FD $71.96万0.00%38,205 -7,938-17.2% -$14.95万 减仓
NOW SERVICENOW INC 看跌期权 $72.00万0.00%6,800 6,800— $72.00万 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC $72.00万0.00%7,227 2083.0% $2.07万 加仓
LEVI LEVI STRAUSS & CO NEW $72.00万0.00%29,618 1,0563.7% $2.57万 加仓
PVH PVH CORPORATION $72.03万0.00%9,075 5,034124.6% $39.95万 加仓
RXT RACKSPACE TECHNOLOGY INC $72.04万0.00%134,904 -3,342-2.4% -$1.78万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $72.20万0.00%21,525 -53,448-71.3% -$179.27万 减仓
DOCN DIGITALOCEAN HLDGS INC $72.28万0.00%5,539 1,10725.0% $14.45万 加仓
MLPB UBS AG LONDON BRANCH $72.33万0.00%24,600 00.0% — 不变
THQ ABRDN HEALTHCARE OPPORTUNITI $72.45万0.00%38,151 -1,280-3.2% -$2.43万 减仓
KNF KNIFE RIVER CORP $72.46万0.00%8,936 1561.8% $1.27万 加仓
— FIDELITY ETHEREUM FD $72.47万0.00%40,576 -3,441-7.8% -$6.15万 减仓
— ISHARES TR $72.54万0.00%21,622 21,622— $72.54万 新建仓
SNN SMITH & NEPHEW PLC $72.67万0.00%23,670 5,71931.9% $17.56万 加仓
EEFT EURONET WORLDWIDE INC $73.12万0.00%14,406 4,59246.8% $23.31万 加仓
PLAB PHOTRONICS INC $73.12万0.00%91,802 1,8882.1% $1.50万 加仓
DIVB ISHARES TR $73.15万0.00%11,509 -315-2.7% -$2.00万 减仓
AEO AMERICAN EAGLE OUTFITTERS IN $73.17万0.00%43,530 -10,348-19.2% -$17.39万 减仓
MG MISTRAS GROUP INC $73.23万0.00%45,011 4,77711.9% $7.77万 加仓
— CALAMOS ETF TR $73.48万0.00%26,048 00.0% — 不变
TLT ISHARES TR 看跌期权 $73.49万0.00%8,700 8,700— $73.49万 新建仓
— CHART INDS INC $73.65万0.00%3,509 -3,024-46.3% -$63.47万 减仓
XME SPDR SERIES TRUST $73.66万0.00%7,104 94215.3% $9.77万 加仓
— GOLDMAN SACHS ETF TR $73.68万0.00%16,225 16,225— $73.68万 新建仓
WYNN WYNN RESORTS LTD $73.78万0.00%7,395 -283-3.7% -$2.82万 减仓
BY BYLINE BANCORP INC $73.96万0.00%19,860 4,17926.7% $15.56万 加仓
NPKI NPK INTERNATIONAL INC $74.00万0.00%46,511 3,4197.9% $5.44万 加仓
AGIO AGIOS PHARMACEUTICALS INC $74.05万0.00%17,959 17,959— $74.05万 新建仓
SXI STANDEX INTL CORP $74.07万0.00%2,347 -330-12.3% -$10.41万 减仓
IYM ISHARES TR $74.13万0.00%4,159 -184-4.2% -$3.28万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $74.36万0.00%12,315 -40,857-76.8% -$246.69万 减仓
USEW EA SERIES TRUST $74.56万0.00%13,298 00.0% — 不变
ROG ROGERS CORP $74.62万0.00%5,426 87819.3% $12.07万 加仓
VCYT VERACYTE INC $74.69万0.00%13,110 2,45423.0% $13.98万 加仓
HIMU BLACKROCK ETF TRUST II $74.75万0.00%15,132 -1,672-10.0% -$8.26万 减仓
ELAN ELANCO ANIMAL HEALTH INC $74.81万0.00%30,141 6,93829.9% $17.22万 加仓
— BLACKROCK ETF TRUST II $75.00万0.00%15,160 00.0% — 不变
LAUR LAUREATE ED INC $75.11万0.00%18,565 -1,026-5.2% -$4.15万 减仓
SGI SOMNIGROUP INTERNATIONAL INC $75.16万0.00%10,219 4,28672.2% $31.52万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $75.29万0.00%10,149 -1,738-14.6% -$12.89万 减仓
— FALCONS BEYOND GLOBAL INC $75.30万0.00%51,118 860.2% $1,267 加仓
RSPG INVESCO EXCHANGE TRADED FD T $75.30万0.00%7,483 -374-4.8% -$3.76万 减仓
AMSF AMERISAFE INC $75.31万0.00%21,856 8,74066.6% $30.12万 加仓
SE SEA LTD $75.35万0.00%6,779 90615.4% $10.07万 加仓
SMPL SIMPLY GOOD FOODS CO $75.37万0.00%59,019 42,590259.2% $54.39万 加仓
BHK BLACKROCK CORE BD TR $75.41万0.00%83,515 -16,106-16.2% -$14.54万 减仓
FIBK FIRST INTST BANCSYSTEM INC $75.51万0.00%19,437 2,69316.1% $10.46万 加仓
EQX EQUINOX GOLD CORP $75.70万0.00%77,565 1570.2% $1,532 加仓
QQQJ INVESCO EXCH TRADED FD TR II $75.77万0.00%16,819 -1,411-7.7% -$6.36万 减仓
LBTYK LIBERTY GLOBAL LTD $75.92万0.00%73,920 25,73653.4% $26.43万 加仓
PUK PRUDENTIAL PLC $76.00万0.00%27,017 2821.1% $7,933 加仓
PRM PERIMETER SOLUTIONS INC $76.12万0.00%21,352 5732.8% $2.04万 加仓
LEU CENTRUS ENERGY CORP $76.20万0.00%4,455 -461-9.4% -$7.89万 减仓
BLMN BLOOMIN BRANDS INC $76.26万0.00%91,440 45,13397.5% $37.64万 加仓
VOYG VOYAGER TECHNOLOGIES INC $76.56万0.00%24,569 24,569— $76.56万 新建仓
STAG STAG INDUSTRIAL INC $76.69万0.00%19,675 6873.6% $2.68万 加仓
GME GAMESTOP CORP $76.76万0.00%35,404 -7,319-17.1% -$15.87万 减仓
BBJP J P MORGAN EXCHANGE TRADED F $76.78万0.00%10,059 90.1% $687 加仓
CPA COPA HOLDINGS SA $76.82万0.00%5,102 3,136159.5% $47.22万 加仓
WD WALKER & DUNLOP INC $76.86万0.00%15,302 10,020189.7% $50.33万 加仓
PTON PELOTON INTERACTIVE INC $76.92万0.00%131,266 43,90450.3% $25.73万 加仓
XT ISHARES TR $76.97万0.00%9,341 3894.3% $3.21万 加仓
AMN AMN HEALTHCARE SVCS INC $77.05万0.00%23,802 7,00641.7% $22.68万 加仓
APPF APPFOLIO INC $77.11万0.00%4,809 571.2% $9,140 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $77.14万0.00%20,488 1,4407.6% $5.42万 加仓
PEY INVESCO EXCHANGE TRADED FD T $77.18万0.00%32,555 1360.4% $3,224 加仓
WK WORKIVA INC $77.29万0.00%14,815 9,018155.6% $47.05万 加仓
EVUS ISHARES TR $77.29万0.00%21,624 21,624— $77.29万 新建仓
DLX DELUXE CORP MEDIUM TERM NTS $77.40万0.00%31,578 1,2674.2% $3.11万 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $77.75万0.00%13,214 -5,317-28.7% -$31.29万 减仓
QQQI NEOS ETF TRUST 看跌期权 $77.78万0.00%13,800 13,800— $77.78万 新建仓
WST WEST PHARMACEUTICAL SVSC INC 看跌期权 $77.96万0.00%2,300 2,300— $77.96万 新建仓
IBN ICICI BANK LIMITED $78.21万0.00%26,969 -16,045-37.3% -$46.53万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $78.24万0.00%4,300 4,300— $78.24万 新建仓
FSMD FIDELITY COVINGTON TRUST $78.29万0.00%15,175 3,17726.5% $16.39万 加仓
NESR NATIONAL ENERGY SERVICES REU $78.29万0.00%27,354 3,83016.3% $10.96万 加仓
CDP COPT DEFENSE PROPERTIES $78.33万0.00%21,447 2,83315.2% $10.35万 加仓
EWZ ISHARES INC $78.40万0.00%21,819 4,07623.0% $14.65万 加仓
TLN TALEN ENERGY CORP $78.51万0.00%2,035 42926.7% $16.55万 加仓
— FIRST TR EXCH TRD ALPHDX FD $78.52万0.00%14,585 2,33219.0% $12.55万 加仓
ASAN ASANA INC $78.67万0.00%121,651 73,730153.9% $47.68万 加仓
SPXC SPX TECHNOLOGIES INC $78.68万0.00%15,650 8906.0% $4.47万 加仓
PRGO PERRIGO CO PLC $78.71万0.00%77,017 57,864302.1% $59.14万 加仓
UFEB INNOVATOR ETFS TRUST $78.73万0.00%20,250 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $78.75万0.00%9,493 2,58237.4% $21.42万 加仓
FDLO FIDELITY COVINGTON TRUST $78.76万0.00%11,228 5795.4% $4.06万 加仓
PRIM PRIMORIS SVCS CORP $78.81万0.00%9,101 -14-0.2% -$1,212 减仓
CHAT TIDAL TRUST II $78.89万0.00%8,600 1,46720.6% $13.46万 加仓
HAWX ISHARES TR $79.02万0.00%17,320 -3,693-17.6% -$16.85万 减仓
CTRE CARETRUST REIT INC $79.04万0.00%19,651 1,7719.9% $7.12万 加仓
— SPDR INDEX SHS FDS $79.28万0.00%9,748 -295-2.9% -$2.40万 减仓
RODM LATTICE STRATEGIES TR $79.29万0.00%19,363 -24-0.1% -$983 减仓