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 |
|---|---|---|---|---|---|---|---|---|
| — | J P MORGAN EXCHANGE TRADED F | $150.51万 | 0.00% | 30,175 | -18,628 | -38.2% | -$92.91万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $150.54万 | 0.00% | 5,192 | -37,297 | -87.8% | -$1,081.42万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $151.29万 | 0.00% | 21,205 | 21,205 | — | $151.29万 | 新建仓 |
| FBNC | FIRST BANCORP N C | $151.53万 | 0.00% | 27,122 | -229 | -0.8% | -$1.28万 | 减仓 |
| — | TRI POINTE HOMES INC | $151.90万 | 0.00% | 32,493 | 1,650 | 5.3% | $7.71万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $152.09万 | 0.00% | 9,658 | -3,996 | -29.3% | -$62.93万 | 减仓 |
| EPR | EPR PPTYS | $152.24万 | 0.00% | 29,759 | -2,517 | -7.8% | -$12.88万 | 减仓 |
| SAN | BANCO SANTANDER SA | $152.52万 | 0.00% | 133,671 | -43,364 | -24.5% | -$49.48万 | 减仓 |
| EMLC | VANECK ETF TRUST | $152.56万 | 0.00% | 60,807 | -60,026 | -49.7% | -$150.60万 | 减仓 |
| L | LOEWS CORP | $152.79万 | 0.00% | 18,862 | -5,091 | -21.3% | -$41.24万 | 减仓 |
| RAVI | FLEXSHARES TR | $152.88万 | 0.00% | 20,338 | -14,936 | -42.3% | -$112.27万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $152.90万 | 0.00% | 59,705 | -1,888 | -3.1% | -$4.84万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $153.38万 | 0.00% | 24,561 | 2,258 | 10.1% | $14.10万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $153.70万 | 0.00% | 23,843 | -6,513 | -21.5% | -$41.99万 | 减仓 |
| CSGP | COSTAR GROUP INC | $154.12万 | 0.00% | 38,579 | 17,062 | 79.3% | $68.16万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $154.46万 | 0.00% | 37,784 | -13,685 | -26.6% | -$55.94万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $154.65万 | 0.00% | 30,210 | 10,930 | 56.7% | $55.95万 | 加仓 |
| NPO | ENPRO INC | $154.73万 | 0.00% | 6,135 | -719 | -10.5% | -$18.13万 | 减仓 |
| NI | NISOURCE INC | $155.19万 | 0.00% | 32,678 | -6,786 | -17.2% | -$32.23万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $155.32万 | 0.00% | 36,012 | -28,165 | -43.9% | -$121.48万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $155.58万 | 0.00% | 73,216 | -81,559 | -52.7% | -$173.31万 | 减仓 |
| FTV | FORTIVE CORP | $155.99万 | 0.00% | 27,815 | -10,612 | -27.6% | -$59.51万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $155.99万 | 0.00% | 61,560 | -23,659 | -27.8% | -$59.95万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $156.25万 | 0.00% | 5,413 | -38,490 | -87.7% | -$1,111.06万 | 减仓 |
| EPAM | EPAM SYS INC | $156.81万 | 0.00% | 11,364 | 4,146 | 57.4% | $57.21万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $156.87万 | 0.00% | 16,937 | -8,392 | -33.1% | -$77.73万 | 减仓 |
| W | WAYFAIR INC | $157.05万 | 0.00% | 21,629 | -3,852 | -15.1% | -$27.97万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $157.29万 | 0.00% | 19,516 | -18,734 | -49.0% | -$150.98万 | 减仓 |
| SMTC | SEMTECH CORP | $157.43万 | 0.00% | 20,475 | 15,619 | 321.6% | $120.09万 | 加仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $157.91万 | 0.00% | 31,375 | -264 | -0.8% | -$1.33万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $158.09万 | 0.00% | 52,024 | -8,988 | -14.7% | -$27.31万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $159.06万 | 0.00% | 37,078 | -155,466 | -80.7% | -$666.95万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $159.43万 | 0.00% | 33,153 | -14,380 | -30.3% | -$69.15万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $159.68万 | 0.00% | 57,356 | 57,356 | — | $159.68万 | 新建仓 |
| QXO | QXO INC | $159.78万 | 0.00% | 83,963 | 32,856 | 64.3% | $62.52万 | 加仓 |
| PALC | PACER FDS TR | $159.79万 | 0.00% | 30,708 | -2,381 | -7.2% | -$12.39万 | 减仓 |
| IEUR | ISHARES TR | $160.16万 | 0.00% | 22,571 | -17,023 | -43.0% | -$120.80万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $160.17万 | 0.00% | 204,278 | 138,488 | 210.5% | $108.59万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $160.32万 | 0.00% | 115,414 | -10,436 | -8.3% | -$14.50万 | 减仓 |
| FORM | FORMFACTOR INC | $160.41万 | 0.00% | 35,169 | 19,096 | 118.8% | $87.10万 | 加仓 |
| SMLF | ISHARES TR | $160.46万 | 0.00% | 21,049 | -7,066 | -25.1% | -$53.86万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $160.87万 | 0.00% | 44,257 | -947 | -2.1% | -$3.44万 | 减仓 |
| — | ISHARES TR | $162.14万 | 0.00% | 176,049 | -746,341 | -80.9% | -$687.38万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $164.03万 | 0.00% | 23,735 | -8,543 | -26.5% | -$59.04万 | 减仓 |
| DSI | ISHARES TR | $164.12万 | 0.00% | 13,416 | -8,579 | -39.0% | -$104.95万 | 减仓 |
| IWL | ISHARES TR | $164.20万 | 0.00% | 10,142 | -2,031 | -16.7% | -$32.88万 | 减仓 |
| NICE | NICE LTD | $164.45万 | 0.00% | 14,915 | 8,472 | 131.5% | $93.41万 | 加仓 |
| SAIA | SAIA INC | $164.68万 | 0.00% | 4,688 | 3,734 | 391.4% | $131.17万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $165.35万 | 0.00% | 98,717 | -109,428 | -52.6% | -$183.29万 | 减仓 |
| SETM | SPROTT FDS TR | $166.54万 | 0.00% | 49,540 | 49,540 | — | $166.54万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $166.82万 | 0.00% | 22,090 | 6,414 | 40.9% | $48.44万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $167.02万 | 0.00% | 30,137 | -1,324 | -4.2% | -$7.34万 | 减仓 |
| — | ALPS ETF TR | $167.21万 | 0.00% | 42,003 | 21,525 | 105.1% | $85.69万 | 加仓 |
| ALAB | ASTERA LABS INC | $167.51万 | 0.00% | 14,300 | -502,568 | -97.2% | -$5,887.04万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $168.05万 | 0.00% | 78,639 | -271,800 | -77.6% | -$580.84万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $168.40万 | 0.00% | 74,252 | -514 | -0.7% | -$1.17万 | 减仓 |
| LEA | LEAR CORP | $168.57万 | 0.00% | 14,220 | 2,775 | 24.2% | $32.90万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $169.24万 | 0.00% | 74,425 | -53,179 | -41.7% | -$120.93万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $169.28万 | 0.00% | 7,702 | -5,231 | -40.4% | -$114.97万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $169.75万 | 0.00% | 68,406 | 64,917 | 1,860.6% | $161.09万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $169.85万 | 0.00% | 51,556 | -238,013 | -82.2% | -$784.13万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $170.15万 | 0.00% | 22,570 | -9,113 | -28.8% | -$68.70万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $170.25万 | 0.00% | 58,951 | 25,915 | 78.4% | $74.84万 | 加仓 |
| IYR | ISHARES TR | $171.00万 | 0.00% | 17,766 | -8,448 | -32.2% | -$81.31万 | 减仓 |
| ABCB | AMERIS BANCORP | $171.00万 | 0.00% | 21,812 | -1,296 | -5.6% | -$10.16万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $171.29万 | 0.00% | 61,769 | -9,088 | -12.8% | -$25.20万 | 减仓 |
| REGL | PROSHARES TR | $171.35万 | 0.00% | 19,648 | -15,475 | -44.1% | -$134.96万 | 减仓 |
| REET | ISHARES TR | $171.54万 | 0.00% | 67,085 | -19,911 | -22.9% | -$50.91万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $171.81万 | 0.00% | 18,692 | -9,308 | -33.2% | -$85.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $172.58万 | 0.00% | 103,371 | -173 | -0.2% | -$2,888 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $172.67万 | 0.00% | 37,684 | -8,674 | -18.7% | -$39.74万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $173.14万 | 0.00% | 18,183 | 3,862 | 27.0% | $36.77万 | 加仓 |
| IDA | IDACORP INC | $173.49万 | 0.00% | 12,025 | -6,109 | -33.7% | -$88.13万 | 减仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $173.87万 | 0.00% | 24,795 | -3,957 | -13.8% | -$27.75万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $174.08万 | 0.00% | 1,382 | -1,125 | -44.9% | -$141.71万 | 减仓 |
| APG | API GROUP CORP | $174.17万 | 0.00% | 41,440 | 2,694 | 7.0% | $11.32万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $174.22万 | 0.00% | 65,645 | 5,017 | 8.3% | $13.32万 | 加仓 |
| RYLD | GLOBAL X FDS | $174.33万 | 0.00% | 115,680 | -62,259 | -35.0% | -$93.82万 | 减仓 |
| MOD | MODINE MFG CO | $174.71万 | 0.00% | 7,966 | -150 | -1.8% | -$3.29万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $174.80万 | 0.00% | 22,766 | -1,480 | -6.1% | -$11.36万 | 减仓 |
| GRAL | GRAIL INC | $174.84万 | 0.00% | 31,795 | 877 | 2.8% | $4.82万 | 加仓 |
| DEUS | DBX ETF TR | $175.21万 | 0.00% | 29,030 | 1,226 | 4.4% | $7.40万 | 加仓 |
| EUSA | ISHARES INC | $175.44万 | 0.00% | 17,108 | -6,452 | -27.4% | -$66.17万 | 减仓 |
| CSTM | CONSTELLIUM SE | $175.86万 | 0.00% | 63,672 | 12,559 | 24.6% | $34.69万 | 加仓 |
| QMOM | EA SERIES TRUST | $176.49万 | 0.00% | 25,369 | -10,609 | -29.5% | -$73.81万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $176.69万 | 0.00% | 101,546 | 5,562 | 5.8% | $9.68万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $177.35万 | 0.00% | 8,780 | -1,710 | -16.3% | -$34.54万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $177.62万 | 0.00% | 44,593 | -21,755 | -32.8% | -$86.65万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $177.64万 | 0.00% | 54,061 | 30,306 | 127.6% | $99.59万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $177.88万 | 0.00% | 39,687 | -204,633 | -83.8% | -$917.20万 | 减仓 |
| CELC | CELCUITY INC | $177.91万 | 0.00% | 15,796 | -30 | -0.2% | -$3,379 | 减仓 |
| AWR | AMER STATES WTR CO | $178.22万 | 0.00% | 22,969 | 1,144 | 5.2% | $8.88万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $178.38万 | 0.00% | 38,917 | 17,590 | 82.5% | $80.63万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $178.90万 | 0.00% | 23,072 | 16,740 | 264.4% | $129.80万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $178.98万 | 0.00% | 48,861 | -4,224 | -8.0% | -$15.47万 | 减仓 |
| GRNY | TIDAL TRUST I | $179.37万 | 0.00% | 74,707 | -24,991 | -25.1% | -$60.00万 | 减仓 |
| ECOW | PACER FDS TR | $179.44万 | 0.00% | 67,427 | -37,859 | -36.0% | -$100.75万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $179.48万 | 0.00% | 43,447 | -35,409 | -44.9% | -$146.27万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $179.51万 | 0.00% | 46,206 | 15,988 | 52.9% | $62.11万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $179.80万 | 0.00% | 33,414 | -14,596 | -30.4% | -$78.54万 | 减仓 |