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
LGND LIGAND PHARMACEUTICALS INC $100.79万0.00%3,187 48918.1% $15.46万 加仓
AAL AMERICAN AIRLINES GROUP INC $100.80万0.00%59,471 16,40838.1% $27.81万 加仓
FBIZ FIRST BUSINESS FINL SVCS INC $100.81万0.00%15,825 10,520198.3% $67.01万 加仓
IMCV ISHARES TR $101.10万0.00%10,811 -420-3.7% -$3.93万 减仓
VALE VALE S A $101.12万0.00%69,934 7,67912.3% $11.10万 加仓
DFIP DIMENSIONAL ETF TRUST $101.55万0.00%24,667 3481.4% $1.43万 加仓
SFNC SIMMONS FIRST NATL CORP $101.96万0.00%44,603 7,59420.5% $17.36万 加仓
RRX REGAL REXNORD CORPORATION $102.08万0.00%4,750 2966.6% $6.36万 加仓
— INNOVATOR ETFS TRUST $102.23万0.00%25,442 00.0% — 不变
CHW CALAMOS GBL DYN INCOME FUND $102.42万0.00%116,122 15,42915.3% $13.61万 加仓
NWS NEWS CORP NEW $102.49万0.00%33,135 9,76341.8% $30.20万 加仓
MZTI MARZETTI COMPANY $102.76万0.00%8,951 6,109215.0% $70.13万 加仓
FSK FS KKR CAP CORP $102.98万0.00%95,348 2710.3% $2,927 加仓
FLUT FLUTTER ENTMT PLC $103.00万0.00%9,308 6,664252.0% $73.74万 加仓
SCHI SCHWAB STRATEGIC TR $103.34万0.00%46,135 -28,117-37.9% -$62.98万 减仓
NJAN INNOVATOR ETFS TRUST $103.58万0.00%17,565 00.0% — 不变
ESNT ESSENT GROUP LTD $103.70万0.00%16,113 -3,770-19.0% -$24.26万 减仓
— FEDERATED HERMES ETF TRUST $103.73万0.00%28,971 4,06016.3% $14.54万 加仓
SCI SERVICE CORP INTL $103.79万0.00%13,397 -286-2.1% -$2.22万 减仓
ACIW ACI WORLDWIDE INC $103.79万0.00%18,397 5,98448.2% $33.76万 加仓
HELE HELEN OF TROY LTD $103.86万0.00%39,430 22,299130.2% $58.74万 加仓
— SURO CAPITAL CORP $104.01万0.00%91,236 91,236— $104.01万 新建仓
STRA STRATEGIC ED INC $104.03万0.00%12,358 2,06420.1% $17.38万 加仓
SEB SEABOARD CORP DEL $104.10万0.00%223 146189.6% $68.16万 加仓
ASTH ASTRANA HEALTH INC $104.22万0.00%22,457 21,7623,131.2% $101.00万 重新持有
SRPT SAREPTA THERAPEUTICS INC $104.24万0.00%55,009 -34,462-38.5% -$65.31万 减仓
OSBC OLD SECOND BANCORP INC DEL $104.26万0.00%45,547 2,7636.5% $6.32万 加仓
SDRL SEADRILL LTD $104.49万0.00%25,807 2,1289.0% $8.62万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $104.53万0.00%21,109 -40,564-65.8% -$200.87万 减仓
PGNY PROGYNY INC $104.60万0.00%34,126 12,62858.7% $38.70万 加仓
LRGG NOMURA ETF TR $104.68万0.00%36,795 -274,389-88.2% -$780.63万 减仓
LAD LITHIA MTRS INC $104.85万0.00%3,342 2,228200.0% $69.90万 加仓
AMBA AMBARELLA INC $104.91万0.00%17,395 5243.1% $3.16万 加仓
PRGS PROGRESS SOFTWARE CORP $105.28万0.00%27,807 19,672241.8% $74.48万 加仓
PTCT PTC THERAPEUTICS INC $105.36万0.00%12,417 1,29011.6% $10.95万 加仓
WABC WESTAMERICA BANCORPORATION $105.80万0.00%18,131 4,58533.8% $26.75万 加仓
BKGI BNY MELLON ETF TRUST $105.82万0.00%23,758 3,97020.1% $17.68万 加仓
LYV LIVE NATION ENTERTAINMENT IN $106.36万0.00%5,916 1,13123.6% $20.33万 加仓
— NATIONAL STORAGE AFFILIATES $106.40万0.00%23,772 6,49537.6% $29.07万 加仓
— AB ACTIVE ETFS INC $106.46万0.00%42,323 1520.4% $3,824 加仓
ONON ON HLDG AG $106.59万0.00%27,656 -456-1.6% -$1.76万 减仓
GSEP FIRST TR EXCHNG TRADED FD VI $106.63万0.00%26,033 00.0% — 不变
ATRO ASTRONICS CORP $106.65万0.00%14,710 6945.0% $5.03万 加仓
ANDE ANDERSONS INC $106.74万0.00%15,605 4122.7% $2.82万 加仓
SPMB SPDR SERIES TRUST $106.94万0.00%48,345 3,9458.9% $8.73万 加仓
RUSHA RUSH ENTERPRISES INC $106.96万0.00%14,171 5,54364.2% $41.84万 加仓
CGUI CAPITAL GRP FIXED INCM ETF T $107.00万0.00%42,277 21,06199.3% $53.31万 加仓
LYG LLOYDS BANKING GROUP PLC $107.37万0.00%178,949 49,65438.4% $29.79万 加仓
MYRG MYR GROUP INC $107.43万0.00%2,562 923.7% $3.86万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $107.48万0.00%49,645 11,34129.6% $24.55万 加仓
HPP HUDSON PACIFIC PROPERTIES IN $107.78万0.00%71,004 55,849368.5% $84.78万 加仓
MUNI PIMCO ETF TR $107.82万0.00%20,615 5,75138.7% $30.08万 加仓
GNOV FIRST TR EXCHNG TRADED FD VI $107.83万0.00%25,800 -215-0.8% -$8,986 减仓
IFRA ISHARES TR $108.33万0.00%17,545 -463-2.6% -$2.86万 减仓
DAKT DAKTRONICS INC $108.43万0.00%54,434 1,0792.0% $2.15万 加仓
AVNT AVIENT CORPORATION $108.56万0.00%30,132 7,96235.9% $28.69万 加仓
HESM HESS MIDSTREAM LP $108.70万0.00%28,140 -24,942-47.0% -$96.35万 减仓
— GLOBAL X FDS $108.78万0.00%48,028 -801-1.6% -$1.81万 减仓
RLAY RELAY THERAPEUTICS INC $108.98万0.00%54,475 -909-1.6% -$1.82万 减仓
— FIRST TR EXCHNG TRADED FD VI $109.11万0.00%38,445 1,1033.0% $3.13万 加仓
USB US BANCORP 看跌期权 $109.48万0.00%18,000 00.0% — 不变
SQQQ PROSHARES TR $109.56万0.00%29,000 22,725362.2% $85.86万 重新持有
RSI RUSH STREET INTERACTIVE INC $109.64万0.00%32,826 2,1727.1% $7.25万 加仓
SMCI SUPER MICRO COMPUTER INC $109.81万0.00%38,789 18,82694.3% $53.30万 加仓
UFPI UFP INDUSTRIES INC $109.83万0.00%30,175 -11-0.0% -$400 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $109.84万0.00%19,783 -2,672-11.9% -$14.84万 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $109.85万0.00%30,900 6,47926.5% $23.03万 加仓
THNQ EXCHANGE TRADED CONCEPTS TRU $110.17万0.00%12,335 -487-3.8% -$4.35万 减仓
BUFF INNOVATOR ETFS TRUST $110.30万0.00%20,815 -182-0.9% -$9,644 减仓
CBT CABOT CORP $110.56万0.00%12,661 1,97518.5% $17.25万 加仓
PL PLANET LABS PBC $110.83万0.00%42,546 7,00019.7% $18.23万 加仓
EWU ISHARES TR $110.93万0.00%23,805 8,46155.1% $39.43万 加仓
EQH EQUITABLE HLDGS INC $110.98万0.00%23,614 -13,390-36.2% -$62.93万 减仓
HLNE HAMILTON LANE INC $111.15万0.00%13,707 11,414497.8% $92.55万 加仓
FLXR TCW ETF TRUST $111.47万0.00%28,589 1,4965.5% $5.83万 加仓
IOSP INNOSPEC INC $111.65万0.00%13,679 5,78273.2% $47.19万 加仓
— ISHARES TR $111.87万0.00%12,607 -459-3.5% -$4.07万 减仓
SEEM SEI EXCHANGE TRADED FUNDS $112.06万0.00%28,685 1,3184.8% $5.15万 加仓
SAIA SAIA INC $112.20万0.00%6,662 1,97442.1% $33.25万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $112.46万0.00%39,780 -2,166-5.2% -$6.12万 减仓
NCDL NUVEEN CHURCHILL DIRECT LEND $113.01万0.00%87,739 3980.5% $5,126 加仓
BBIO BRIDGEBIO PHARMA INC $113.39万0.00%13,202 8,250166.6% $70.86万 加仓
REET ISHARES TR $113.42万0.00%40,785 -26,300-39.2% -$73.14万 减仓
QQQ INVESCO QQQ TR 看涨期权 $113.45万0.00%1,600 1,600— $113.45万 新建仓
RVTY REVVITY INC $113.69万0.00%15,257 4,04836.1% $30.16万 加仓
KWEB KRANESHARES TRUST $113.70万0.00%43,100 -2,455-5.4% -$6.48万 减仓
PD PAGERDUTY INC $113.70万0.00%110,069 68,186162.8% $70.44万 加仓
IYT ISHARES TR $113.87万0.00%12,923 5004.0% $4.41万 加仓
— SEI EXCHANGE TRADED FUNDS $114.02万0.00%43,224 -757-1.7% -$2.00万 减仓
FULT FULTON FINL CORP PA $114.07万0.00%47,176 4,48010.5% $10.83万 加仓
LASR NLIGHT INC $114.21万0.00%15,852 1,0236.9% $7.37万 加仓
CSW CSW INDUSTRIALS INC $114.27万0.00%4,068 46512.9% $13.06万 加仓
WRLD WORLD ACCEP CORPORATION $114.57万0.00%5,735 2,20162.3% $43.97万 加仓
JXN JACKSON FINANCIAL INC $114.87万0.00%9,838 4364.6% $5.09万 加仓
NSP INSPERITY INC $115.00万0.00%33,517 12,09556.5% $41.50万 加仓
NMIH NMI HLDGS INC $115.08万0.00%27,960 9,16348.7% $37.71万 加仓
OUSA ALPS ETF TR $115.30万0.00%19,340 -55-0.3% -$3,279 减仓
DKS DICKS SPORTING GOODS INC $115.61万0.00%5,304 58112.3% $12.66万 加仓
RAVI FLEXSHARES TR $115.67万0.00%15,368 -4,970-24.4% -$37.41万 减仓
TRU TRANSUNION $115.81万0.00%15,437 -15,552-50.2% -$116.67万 减仓