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 |
|---|---|---|---|---|---|---|---|---|
| ANDE | ANDERSONS INC | $109.06万 | 0.00% | 15,193 | 14,231 | 1,479.3% | $102.15万 | 加仓 |
| FRPT | FRESHPET INC | $109.11万 | 0.00% | 18,369 | 461 | 2.6% | $2.74万 | 加仓 |
| AGCO | AGCO CORP | $109.20万 | 0.00% | 9,530 | -673 | -6.6% | -$7.71万 | 减仓 |
| SSO | PROSHARES TR | $109.55万 | 0.00% | 20,772 | -8,176 | -28.2% | -$43.12万 | 减仓 |
| TILT | FLEXSHARES TR | $109.56万 | 0.00% | 4,500 | -1,429 | -24.1% | -$34.79万 | 减仓 |
| CTS | CTS CORP | $109.59万 | 0.00% | 22,946 | 20,152 | 721.3% | $96.25万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $109.76万 | 0.00% | 5,379 | -4,820 | -47.3% | -$98.35万 | 减仓 |
| HRB | BLOCK H & R INC | $109.94万 | 0.00% | 34,165 | -5,413 | -13.7% | -$17.42万 | 减仓 |
| OKTA | OKTA INC | $110.14万 | 0.00% | 13,735 | -669 | -4.6% | -$5.36万 | 减仓 |
| IBN | ICICI BANK LIMITED | $110.16万 | 0.00% | 43,014 | -10,496 | -19.6% | -$26.88万 | 减仓 |
| HUM | HUMANA INC | $110.27万 | 0.00% | 6,201 | -46,311 | -88.2% | -$823.52万 | 减仓 |
| XSD | SPDR SERIES TRUST | $110.61万 | 0.00% | 3,286 | 42 | 1.3% | $1.41万 | 加仓 |
| — | ISHARES TR | $110.73万 | 0.00% | 13,066 | -2,073 | -13.7% | -$17.57万 | 减仓 |
| POOL | POOL CORP | $110.78万 | 0.00% | 5,459 | 1,711 | 45.7% | $34.72万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $111.17万 | 0.00% | 11,337 | 1,697 | 17.6% | $16.64万 | 加仓 |
| KEX | KIRBY CORP | $111.24万 | 0.00% | 8,184 | 2,198 | 36.7% | $29.88万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $111.50万 | 0.00% | 42,394 | 39,185 | 1,221.1% | $103.06万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $111.60万 | 0.00% | 43,981 | -53,887 | -55.1% | -$136.74万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $111.94万 | 0.00% | 16,562 | -1,101 | -6.2% | -$7.44万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $112.02万 | 0.00% | 54,619 | -23,236 | -29.8% | -$47.66万 | 减仓 |
| PRI | PRIMERICA INC | $112.42万 | 0.00% | 4,429 | -1,159 | -20.7% | -$29.42万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $112.45万 | 0.00% | 11,546 | -5,165 | -30.9% | -$50.30万 | 减仓 |
| DT | DYNATRACE INC | $112.50万 | 0.00% | 29,848 | 10,353 | 53.1% | $39.02万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $112.94万 | 0.00% | 77,408 | -1,649 | -2.1% | -$2.41万 | 减仓 |
| SHC | SOTERA HEALTH CO | $113.09万 | 0.00% | 85,853 | 26,011 | 43.5% | $34.26万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $113.84万 | 0.00% | 22,455 | 10,674 | 90.6% | $54.11万 | 加仓 |
| LEMB | ISHARES INC | $113.90万 | 0.00% | 27,774 | -7,575 | -21.4% | -$31.07万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $114.11万 | 0.00% | 68,167 | -44,227 | -39.3% | -$74.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $114.20万 | 0.00% | 54,651 | 27,608 | 102.1% | $57.69万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $114.42万 | 0.00% | 87,341 | -48,780 | -35.8% | -$63.90万 | 减仓 |
| R | RYDER SYS INC | $114.53万 | 0.00% | 5,561 | -2,159 | -28.0% | -$44.46万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $114.64万 | 0.00% | 26,030 | -8,209 | -24.0% | -$36.15万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $114.71万 | 0.00% | 11,826 | 4,102 | 53.1% | $39.79万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $114.78万 | 0.00% | 22,800 | 4,796 | 26.6% | $24.14万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $114.80万 | 0.00% | 13,014 | 1,856 | 16.6% | $16.37万 | 加仓 |
| NNI | NELNET INC | $115.20万 | 0.00% | 8,933 | 8,136 | 1,020.8% | $104.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $115.59万 | 0.00% | 30,013 | -105,666 | -77.9% | -$406.95万 | 减仓 |
| — | AGILON HEALTH INC | $115.82万 | 0.00% | 107,840 | -215,776 | -66.7% | -$231.74万 | 减仓 |
| SCI | SERVICE CORP INTL | $115.99万 | 0.00% | 13,683 | -6,177 | -31.1% | -$52.36万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $116.27万 | 0.00% | 45,243 | -34,024 | -42.9% | -$87.44万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $116.50万 | 0.00% | 30,186 | 13,539 | 81.3% | $52.25万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $116.52万 | 0.00% | 14,387 | -4,956 | -25.6% | -$40.14万 | 减仓 |
| SM | SM ENERGY CO | $116.62万 | 0.00% | 38,088 | 38,088 | — | $116.62万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $117.11万 | 0.00% | 17,293 | 2,284 | 15.2% | $15.47万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $117.26万 | 0.00% | 27,441 | -16,741 | -37.9% | -$71.53万 | 减仓 |
| PINS | PINTEREST INC | $117.28万 | 0.00% | 64,510 | -125,733 | -66.1% | -$228.58万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $117.34万 | 0.00% | 11,920 | -8,361 | -41.2% | -$82.30万 | 减仓 |
| CDE | COEUR MNG INC | $117.61万 | 0.00% | 61,606 | -39,702 | -39.2% | -$75.79万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $117.63万 | 0.00% | 19,883 | -6,437 | -24.5% | -$38.08万 | 减仓 |
| NTB | BANK OF NT BUTTERFIELD&SON L | $117.71万 | 0.00% | 22,014 | 3,941 | 21.8% | $21.07万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $117.75万 | 0.00% | 23,053 | -4,309 | -15.7% | -$22.01万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $117.84万 | 0.00% | 42,436 | 10,399 | 32.5% | $28.88万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $117.84万 | 0.00% | 16,129 | -21,709 | -57.4% | -$158.61万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $118.92万 | 0.00% | 62,653 | 4,083 | 7.0% | $7.75万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $119.37万 | 0.00% | 26,757 | 5,525 | 26.0% | $24.65万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $119.69万 | 0.00% | 19,370 | 827 | 4.5% | $5.11万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $119.71万 | 0.00% | 47,788 | 5,838 | 13.9% | $14.62万 | 加仓 |
| CE | CELANESE CORP DEL | $119.77万 | 0.00% | 18,696 | -5,307 | -22.1% | -$34.00万 | 减仓 |
| TRP | TC ENERGY CORP | $119.81万 | 0.00% | 18,910 | -6,054 | -24.3% | -$38.36万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $120.27万 | 0.00% | 26,835 | -15,232 | -36.2% | -$68.27万 | 减仓 |
| — | EXACT SCIENCES CORP | $120.45万 | 0.00% | 11,481 | -81,585 | -87.7% | -$855.91万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $120.56万 | 0.00% | 35,967 | -3,892 | -9.8% | -$13.05万 | 减仓 |
| SJM | SMUCKER J M CO | $120.62万 | 0.00% | 12,634 | -2,565 | -16.9% | -$24.49万 | 减仓 |
| CCJ | CAMECO CORP | $120.62万 | 0.00% | 10,715 | -6,002 | -35.9% | -$67.57万 | 减仓 |
| NWG | NATWEST GROUP PLC | $122.03万 | 0.00% | 79,808 | -34,733 | -30.3% | -$53.11万 | 减仓 |
| SMDV | PROSHARES TR | $122.45万 | 0.00% | 17,631 | -5,991 | -25.4% | -$41.61万 | 减仓 |
| UGI | UGI CORP NEW | $122.53万 | 0.00% | 33,322 | -7,726 | -18.8% | -$28.41万 | 减仓 |
| EWC | ISHARES INC | $122.64万 | 0.00% | 22,170 | -4,743 | -17.6% | -$26.24万 | 减仓 |
| CMPR | CIMPRESS PLC | $122.65万 | 0.00% | 16,541 | 4,058 | 32.5% | $30.09万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $122.75万 | 0.00% | 29,822 | -24,502 | -45.1% | -$100.85万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $122.93万 | 0.00% | 17,280 | 3,157 | 22.4% | $22.46万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $123.04万 | 0.00% | 54,347 | 54,347 | — | $123.04万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $123.17万 | 0.00% | 39,642 | -25,846 | -39.5% | -$80.30万 | 减仓 |
| NWL | NEWELL BRANDS INC | $123.27万 | 0.00% | 401,316 | 150,636 | 60.1% | $46.27万 | 加仓 |
| — | LISTED FDS TR | $123.57万 | 0.00% | 40,054 | -17,439 | -30.3% | -$53.80万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $123.68万 | 0.00% | 1,985 | -655 | -24.8% | -$40.81万 | 减仓 |
| OFG | OFG BANCORP | $124.15万 | 0.00% | 30,685 | 29,533 | 2,563.6% | $119.49万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $124.37万 | 0.00% | 41,946 | -27,759 | -39.8% | -$82.31万 | 减仓 |
| — | AMERICAN BEACON SELECT FUNDS | $124.50万 | 0.00% | 43,569 | -74,631 | -63.1% | -$213.26万 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $124.90万 | 0.00% | 45,904 | -25,786 | -36.0% | -$70.16万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $125.47万 | 0.00% | 18,298 | 3,872 | 26.8% | $26.55万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $125.52万 | 0.00% | 168,936 | -51,117 | -23.2% | -$37.98万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $125.67万 | 0.00% | 60,880 | -70,324 | -53.6% | -$145.16万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $126.42万 | 0.00% | 27,596 | -20,301 | -42.4% | -$93.00万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $126.57万 | 0.00% | 52,496 | -2,961 | -5.3% | -$7.14万 | 减仓 |
| IYF | ISHARES TR | $126.90万 | 0.00% | 10,718 | -690 | -6.0% | -$8.17万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $127.24万 | 0.00% | 112,207 | -52,984 | -32.1% | -$60.08万 | 减仓 |
| PL | PLANET LABS PBC | $127.54万 | 0.00% | 35,546 | 2,420 | 7.3% | $8.68万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $127.63万 | 0.00% | 26,779 | -8,422 | -23.9% | -$40.14万 | 减仓 |
| KWEB | KRANESHARES TRUST | $127.96万 | 0.00% | 45,555 | -39,998 | -46.8% | -$112.35万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $128.12万 | 0.00% | 56,368 | -17,586 | -23.8% | -$39.97万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $128.16万 | 0.00% | 19,999 | -1,895 | -8.7% | -$12.14万 | 减仓 |
| ZROZ | PIMCO ETF TR | $128.60万 | 0.00% | 20,141 | -77,837 | -79.4% | -$496.99万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $128.78万 | 0.00% | 123,823 | 21,666 | 21.2% | $22.53万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $129.10万 | 0.00% | 18,301 | -9,496 | -34.2% | -$66.98万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $129.25万 | 0.00% | 6,476 | -876 | -11.9% | -$17.48万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $130.18万 | 0.00% | 21,600 | -6,514 | -23.2% | -$39.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $130.51万 | 0.00% | 48,326 | -9,188 | -16.0% | -$24.81万 | 减仓 |
| IGOV | ISHARES TR | $130.57万 | 0.00% | 31,851 | 11,794 | 58.8% | $48.35万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $130.64万 | 0.00% | 234,959 | -223,315 | -48.7% | -$124.16万 | 减仓 |