13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

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
DOCS DOXIMITY INC $130.65万0.00%57,378 44,453343.9% $101.22万 加仓
IUS INVESCO EXCH TRD SLF IDX FD $130.69万0.00%22,421 -520-2.3% -$3.03万 减仓
EQIN COLUMBIA ETF TR I $130.74万0.00%26,638 5,13623.9% $25.21万 加仓
— SPDR SERIES TRUST $130.84万0.00%4,604 -4,413-48.9% -$125.41万 减仓
GDEC FIRST TR EXCHNG TRADED FD VI $130.85万0.00%35,347 31,887921.6% $118.05万 加仓
ARWR ARROWHEAD PHARMACEUTICALS IN $131.14万0.00%21,487 2,52613.3% $15.42万 加仓
OZK BANK OZK LITTLE ROCK ARK $131.24万0.00%28,339 -40,934-59.1% -$189.57万 减仓
MORN MORNINGSTAR INC $131.55万0.00%7,608 -3,592-32.1% -$62.11万 减仓
IONQ IONQ INC $131.67万0.00%44,938 12,07436.7% $35.38万 加仓
LBRT LIBERTY ENERGY INC $131.76万0.00%46,891 -34,491-42.4% -$96.92万 减仓
CRSP CRISPR THERAPEUTICS AG $132.08万0.00%26,677 -62,679-70.1% -$310.32万 减仓
IYK ISHARES TR $132.33万0.00%18,918 8,50981.7% $59.52万 加仓
AEIS ADVANCED ENERGY INDS $132.95万0.00%12,816 8,352187.1% $86.64万 加仓
VBIL VANGUARD INSTL INDEX FD $133.29万0.00%17,659 -29,280-62.4% -$221.00万 减仓
CG CARLYLE GROUP INC $133.30万0.00%28,636 6,53729.6% $30.43万 加仓
IJAN INNOVATOR ETFS TRUST $133.61万0.00%36,705 -14,971-29.0% -$54.49万 减仓
REYN REYNOLDS CONSUMER PRODS INC $133.66万0.00%63,137 -21,673-25.6% -$45.88万 减仓
YOU CLEAR SECURE INC $133.78万0.00%26,047 -4,258-14.1% -$21.87万 减仓
NOV NOV INC $133.82万0.00%71,255 5,6298.6% $10.57万 加仓
QTUM ETF SER SOLUTIONS $133.82万0.00%12,170 1,73516.6% $19.08万 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $134.01万0.00%30,148 8723.0% $3.88万 加仓
CHDN CHURCHILL DOWNS INC $134.18万0.00%15,064 6,51276.1% $58.00万 加仓
DTM DT MIDSTREAM INC $134.26万0.00%10,015 -4,080-28.9% -$54.70万 减仓
ARKW ARK ETF TR $134.29万0.00%11,043 -2,005-15.4% -$24.38万 减仓
CHCO CITY HLDG CO $134.33万0.00%11,010 -4,126-27.3% -$50.34万 减仓
VSGX VANGUARD WORLD FD $134.62万0.00%18,708 -15,167-44.8% -$109.14万 减仓
PRIM PRIMORIS SVCS CORP $134.73万0.00%9,115 3504.0% $5.17万 加仓
BSVO EA SERIES TRUST $134.80万0.00%52,634 -592-1.1% -$1.52万 减仓
SPUS TIDAL TRUST I $134.81万0.00%27,733 -21,648-43.8% -$105.23万 减仓
— CHART INDS INC $135.29万0.00%6,533 -1,562-19.3% -$32.35万 减仓
SELV SEI EXCHANGE TRADED FUNDS $135.32万0.00%41,572 -3,582-7.9% -$11.66万 减仓
EAT BRINKER INTL INC $135.60万0.00%21,282 10,48197.0% $66.78万 加仓
PDI PIMCO DYNAMIC INCOME FD $135.78万0.00%77,898 -32,600-29.5% -$56.82万 减仓
KD KYNDRYL HLDGS INC $135.95万0.00%116,696 17,27817.4% $20.13万 加仓
TAFI AB ACTIVE ETFS INC $136.01万0.00%54,100 -3,060-5.4% -$7.69万 减仓
IDU ISHARES TR $136.19万0.00%11,592 -4,420-27.6% -$51.93万 减仓
ESE ESCO TECHNOLOGIES INC $136.30万0.00%4,844 3,814370.3% $107.31万 加仓
ARI APOLLO COML REAL EST FIN INC $136.46万0.00%128,375 -83,084-39.3% -$88.32万 减仓
ING ING GROEP N.V. $136.56万0.00%51,414 -30,719-37.4% -$81.59万 减仓
AER AERCAP HOLDINGS NV $136.61万0.00%9,815 -14,411-59.5% -$200.57万 减仓
GXO GXO LOGISTICS INCORPORATED $136.62万0.00%25,738 1,6987.1% $9.01万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $136.64万0.00%5,716 -4,092-41.7% -$97.82万 减仓
CHRD CHORD ENERGY CORPORATION $136.70万0.00%9,627 1,69221.3% $24.03万 加仓
DTD WISDOMTREE TR $137.11万0.00%15,832 -2,311-12.7% -$20.01万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $137.15万0.00%27,492 -4,248-13.4% -$21.19万 减仓
CLH CLEAN HARBORS INC $137.39万0.00%4,626 -1,214-20.8% -$36.06万 减仓
PHG KONINKLIJKE PHILIPS N V $137.68万0.00%50,787 -24,520-32.6% -$66.47万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $137.73万0.00%55,535 43,262352.5% $107.29万 加仓
ASB ASSOCIATED BANC CORP $138.80万0.00%53,427 -6,868-11.4% -$17.84万 减仓
LUV SOUTHWEST AIRLS CO $138.83万0.00%36,923 8762.4% $3.29万 加仓
KRG KITE RLTY GROUP TR $138.95万0.00%56,299 -12,899-18.6% -$31.83万 减仓
FNDB SCHWAB STRATEGIC TR $139.10万0.00%50,914 5,37511.8% $14.68万 加仓
EQH EQUITABLE HLDGS INC $139.84万0.00%37,004 6,52921.4% $24.67万 加仓
DV DOUBLEVERIFY HLDGS INC $139.97万0.00%153,849 81,132111.6% $73.81万 加仓
OTTR OTTER TAIL CORP $140.27万0.00%15,833 -1,731-9.9% -$15.34万 减仓
TM TOYOTA MOTOR CORP $140.37万0.00%6,781 -1,059-13.5% -$21.92万 减仓
— ISHARES TR $140.57万0.00%38,322 -2,876-7.0% -$10.55万 减仓
ACI ALBERTSONS COS INC $140.64万0.00%80,595 -12,567-13.5% -$21.93万 减仓
YUMC YUM CHINA HLDGS INC $140.69万0.00%28,602 -4,975-14.8% -$24.47万 减仓
EL LAUDER ESTEE COS INC $140.84万0.00%20,376 -469-2.2% -$3.24万 减仓
PMAR INNOVATOR ETFS TRUST $141.11万0.00%31,435 -3,496-10.0% -$15.69万 减仓
KIM KIMCO RLTY CORP $141.13万0.00%62,448 9,30317.5% $21.02万 加仓
HRL HORMEL FOODS CORP $141.22万0.00%63,931 -78,008-55.0% -$172.32万 减仓
IEV ISHARES TR $141.46万0.00%20,621 17,655595.2% $121.11万 加仓
SONY SONY GROUP CORP $141.81万0.00%67,084 -44,529-39.9% -$94.13万 减仓
JNK SPDR SERIES TRUST $141.87万0.00%14,821 -2,908-16.4% -$27.84万 减仓
YEAR AB ACTIVE ETFS INC $141.96万0.00%28,200 -2,032-6.7% -$10.23万 减仓
NDSN NORDSON CORP $142.09万0.00%7,501 2,96565.4% $56.17万 加仓
ICF ISHARES TR $142.25万0.00%22,498 -11,904-34.6% -$75.27万 减仓
BOTZ GLOBAL X FDS $142.39万0.00%42,632 -228-0.5% -$7,615 减仓
AGNC AGNC INVT CORP $142.51万0.00%140,407 -43,961-23.8% -$44.62万 减仓
BUI BLACKROCK UTILS INFRASTRUCTU $143.05万0.00%54,310 -8,573-13.6% -$22.58万 减仓
FDEM FIDELITY COVINGTON TRUST $143.10万0.00%45,401 45,401— $143.10万 新建仓
CLFD CLEARFIELD INC $143.22万0.00%53,823 1640.3% $4,364 加仓
SIGI SELECTIVE INS GROUP INC $143.29万0.00%18,629 -4,697-20.1% -$36.13万 减仓
POR PORTLAND GEN ELEC CO $143.82万0.00%26,797 2,3879.8% $12.81万 加仓
CAVA CAVA GROUP INC $143.90万0.00%18,071 -4,717-20.7% -$37.56万 减仓
DFCA DIMENSIONAL ETF TRUST $144.25万0.00%28,862 -55,700-65.9% -$278.39万 减仓
ACM AECOM $144.52万0.00%17,061 8,994111.5% $76.19万 加仓
BKH BLACK HILLS CORP $144.59万0.00%24,255 4,16220.7% $24.81万 加仓
IDHQ INVESCO EXCH TRADED FD TR II $144.69万0.00%40,598 40,598— $144.69万 新建仓
CPB THE CAMPBELLS COMPANY $144.85万0.00%65,809 14,43628.1% $31.77万 加仓
GUNR FLEXSHARES TR $145.24万0.00%26,202 -28,630-52.2% -$158.70万 减仓
IR INGERSOLL RAND INC $145.35万0.00%18,656 -2,524-11.9% -$19.66万 减仓
LRN STRIDE INC $145.40万0.00%16,491 14,699820.3% $129.60万 加仓
GFS GLOBALFOUNDRIES INC $145.52万0.00%33,262 -2,953-8.2% -$12.92万 减仓
MODL VICTORY PORTFOLIOS II $145.61万0.00%32,309 -240,803-88.2% -$1,085.26万 减仓
AOS SMITH A O CORP $146.41万0.00%22,752 -4,786-17.4% -$30.80万 减仓
CHE CHEMED CORP NEW $146.56万0.00%3,851 -792-17.1% -$30.14万 减仓
REXR REXFORD INDL RLTY INC $146.75万0.00%44,310 -21,458-32.6% -$71.07万 减仓
NXST NEXSTAR MEDIA GROUP INC $146.80万0.00%8,138 -1,539-15.9% -$27.76万 减仓
BINV 2023 ETF SERIES TRUST $146.80万0.00%35,476 5,80919.6% $24.04万 加仓
REG REGENCY CTRS CORP $147.04万0.00%19,101 -2,347-10.9% -$18.07万 减仓
NYF ISHARES TR $147.19万0.00%27,636 13,39794.1% $71.35万 加仓
PARR PAR PAC HOLDINGS INC $147.50万0.00%22,731 4,46024.4% $28.94万 加仓
INSM INSMED INC $147.52万0.00%9,082 -1,345-12.9% -$21.85万 减仓
TCBI TEXAS CAP BANCSHARES INC $148.01万0.00%15,423 3,47729.1% $33.37万 加仓
LBTYA LIBERTY GLOBAL LTD $148.48万0.00%121,307 5,3284.6% $6.52万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $150.10万0.00%90,997 -99,985-52.4% -$164.93万 减仓
TTD THE TRADE DESK INC $150.10万0.00%68,074 -6,082-8.2% -$13.41万 减仓