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
PAUG INNOVATOR ETFS TRUST $173.64万0.00%37,912 8342.2% $3.82万 加仓
STZ CONSTELLATION BRANDS INC $173.75万0.00%12,960 -3,172-19.7% -$42.53万 减仓
ECPG ENCORE CAP GROUP INC $173.81万0.00%18,774 1,4948.6% $13.83万 加仓
UHS UNIVERSAL HLTH SVCS INC $173.86万0.00%12,510 1,52713.9% $21.22万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $173.87万0.00%104,738 6,0216.1% $9.99万 加仓
ESE ESCO TECHNOLOGIES INC $174.07万0.00%4,973 1292.7% $4.52万 加仓
BAX BAXTER INTL INC $174.19万0.00%77,005 28,87660.0% $65.32万 加仓
DTM DT MIDSTREAM INC $174.32万0.00%12,008 1,99319.9% $28.93万 加仓
AIZ ASSURANT INC $174.59万0.00%6,260 1,36327.8% $38.01万 加仓
FBNC FIRST BANCORP N C $174.80万0.00%27,433 3111.1% $1.98万 加仓
SMDV PROSHARES TR $175.00万0.00%22,857 5,22629.6% $40.01万 加仓
FWD AB ACTIVE ETFS INC $175.28万0.00%12,687 12,687— $175.28万 新建仓
USA LIBERTY ALL STAR EQUITY FD $175.71万0.00%295,803 60,84425.9% $36.14万 加仓
BRKR BRUKER CORP $176.04万0.00%34,106 16,58594.7% $85.60万 加仓
MO ALTRIA GROUP INC 看涨期权 $176.38万0.00%24,800 00.0% — 不变
DBX DROPBOX INC $176.84万0.00%60,582 19,01245.7% $55.50万 加仓
BINV 2023 ETF SERIES TRUST $176.85万0.00%41,084 5,60815.8% $24.14万 加仓
— TIDAL TRUST I $177.06万0.00%68,031 68,031— $177.06万 新建仓
GWX SPDR INDEX SHS FDS $177.25万0.00%40,377 25,056163.5% $110.00万 加仓
BOTZ GLOBAL X FDS $177.57万0.00%48,109 5,47712.8% $20.22万 加仓
— ISHARES TR $177.63万0.00%38,501 1790.5% $8,259 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $177.96万0.00%23,845 20.0% $149 加仓
PALC PACER FDS TR $178.79万0.00%30,746 380.1% $2,210 加仓
GEN GEN DIGITAL INC $179.18万0.00%69,156 30,44978.7% $78.89万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $179.40万0.00%71,759 16,22429.2% $40.56万 加仓
TDY TELEDYNE TECHNOLOGIES INC $179.62万0.00%2,830 84542.6% $53.63万 加仓
TCBI TEXAS CAP BANCSHARES INC $179.73万0.00%19,659 4,23627.5% $38.73万 加仓
NCNO NCINO INC $180.34万0.00%125,108 93,613297.2% $134.94万 加仓
MLN VANECK ETF TRUST $180.35万0.00%102,010 -937-0.9% -$1.66万 减仓
— FIRST TR EXCHANGE-TRADED FD $180.44万0.00%88,624 88,624— $180.44万 新建仓
DXJ WISDOMTREE TR $180.55万0.00%10,213 -1,575-13.4% -$27.84万 减仓
RYLD GLOBAL X FDS $180.74万0.00%112,543 -3,137-2.7% -$5.04万 减仓
MUST COLUMBIA ETF TR I $180.95万0.00%87,713 -7,699-8.1% -$15.88万 减仓
STWD STARWOOD PPTY TR INC $181.16万0.00%108,870 -181,040-62.4% -$301.25万 减仓
YOU CLEAR SECURE INC $181.29万0.00%32,830 6,78326.0% $37.46万 加仓
MUR MURPHY OIL CORP $181.65万0.00%53,823 3,5937.2% $12.13万 加仓
PFGC PERFORMANCE FOOD GROUP CO $181.66万0.00%16,025 8,279106.9% $93.85万 加仓
DEUS DBX ETF TR $181.72万0.00%27,614 -1,416-4.9% -$9.32万 减仓
G GENPACT LIMITED $182.21万0.00%75,000 -63,207-45.7% -$153.56万 减仓
SIGI SELECTIVE INS GROUP INC $182.32万0.00%19,006 3772.0% $3.62万 加仓
GSST GOLDMAN SACHS ETF TR $182.34万0.00%36,136 -16,845-31.8% -$85.00万 减仓
LLY ELI LILLY & CO 看跌期权 $182.61万0.00%1,700 1,700— $182.61万 新建仓
AER AERCAP HOLDINGS NV $183.29万0.00%12,230 2,41524.6% $36.19万 加仓
BKLN INVESCO EXCH TRADED FD TR II $183.30万0.00%89,676 -1,787-2.0% -$3.65万 减仓
GSSC GOLDMAN SACHS ETF TR $183.36万0.00%20,283 -2,287-10.1% -$20.67万 减仓
EAT BRINKER INTL INC $183.43万0.00%21,374 920.4% $7,895 加仓
CNH CNH INDL N V $183.62万0.00%197,723 -43,102-17.9% -$40.03万 减仓
RITM RITHM CAPITAL CORP $183.76万0.00%200,176 10,8545.7% $9.96万 加仓
XFIV BONDBLOXX ETF TRUST $183.86万0.00%38,048 38,048— $183.86万 新建仓
— AVALONBAY CMNTYS INC $183.96万0.00%9,589 -4,418-31.5% -$84.76万 减仓
HALO HALOZYME THERAPEUTICS INC $184.51万0.00%70,797 24,13251.7% $62.89万 加仓
VSAT VIASAT INC $184.52万0.00%25,084 5,28626.7% $38.88万 加仓
IGF ISHARES TR $184.69万0.00%27,603 -519-1.8% -$3.47万 减仓
— FIRST TR EXCHNG TRADED FD VI $184.70万0.00%68,169 -237-0.3% -$6,422 减仓
FORM FORMFACTOR INC $184.79万0.00%34,377 -792-2.3% -$4.26万 减仓
VOYA VOYA FINANCIAL INC $185.07万0.00%18,970 6,30449.8% $61.50万 加仓
XSD SPDR SERIES TRUST $185.14万0.00%3,286 00.0% — 不变
ILF ISHARES TR $185.47万0.00%53,744 31,538142.0% $108.84万 加仓
SEIE SEI EXCHANGE TRADED FUNDS $185.61万0.00%52,181 6251.2% $2.22万 加仓
CEFS EXCHANGE LISTED FDS TR $185.80万0.00%73,205 -1,220-1.6% -$3.10万 减仓
TKR TIMKEN CO $185.85万0.00%15,099 7,601101.4% $93.56万 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $186.02万0.00%17,393 -21,113-54.8% -$225.80万 减仓
AHR AMERICAN HEALTHCARE REIT INC $186.11万0.00%34,742 1,5894.8% $8.51万 加仓
MAN MANPOWERGROUP INC WIS $186.12万0.00%57,916 20,02952.9% $64.37万 加仓
IDHQ INVESCO EXCH TRADED FD TR II $186.47万0.00%42,916 2,3185.7% $10.07万 加仓
VSNT VERSANT MEDIA GROUP INC $187.24万0.00%52,908 -8,171-13.4% -$28.92万 减仓
CSL CARLISLE COS INC $187.49万0.00%5,680 2,52379.9% $83.28万 加仓
IYF ISHARES TR $188.20万0.00%14,156 3,43832.1% $45.71万 加仓
CNI CANADIAN NATL RY CO $188.34万0.00%15,140 6,75680.6% $84.04万 加仓
— LISTED FDS TR $189.03万0.00%50,186 10,13225.3% $38.16万 加仓
DRAM ROUNDHILL ETF TRUST 看跌期权 $189.12万0.00%30,000 30,000— $189.12万 新建仓
EIPI FIRST TR EXCHNG TRADED FD VI $189.37万0.00%85,686 3,5144.3% $7.77万 加仓
KRG KITE REALTY GROUP TRUST $189.65万0.00%67,063 10,76419.1% $30.44万 加仓
— ISHARES TR $190.08万0.00%22,247 -3,451-13.4% -$29.49万 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $190.13万0.00%13,604 -2,580-15.9% -$36.06万 减仓
SMLF ISHARES TR $190.74万0.00%21,787 7383.5% $6.46万 加仓
JNK SPDR SERIES TRUST $190.76万0.00%19,885 5,06434.2% $48.58万 加仓
— REX ETF TR $190.77万0.00%76,196 76,196— $190.77万 新建仓
PFFD GLOBAL X FDS $190.94万0.00%102,380 3,7353.8% $6.97万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL 看跌期权 $192.02万0.00%4,000 4,000— $192.02万 新建仓
— ORACLE CORP $192.03万0.00%44,867 44,867— $192.03万 新建仓
BUFS FIRST TR EXCHNG TRADED FD VI $192.65万0.00%76,876 54,300240.5% $136.08万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $192.83万0.00%92,530 82,399813.3% $171.72万 加仓
USXF ISHARES TR $192.95万0.00%28,108 18,586195.2% $127.58万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $193.09万0.00%37,050 4,21612.8% $21.97万 加仓
PEN PENUMBRA INC $193.15万0.00%6,072 -1,399-18.7% -$44.50万 减仓
IYR ISHARES TR $193.66万0.00%18,743 9775.5% $10.09万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $194.60万0.00%18,469 -223-1.2% -$2.35万 减仓
UTG REAVES UTIL INCOME FD $194.67万0.00%47,690 3,0976.9% $12.64万 加仓
MSTR STRATEGY INC $195.14万0.00%20,619 4,63229.0% $43.84万 加仓
VBIL VANGUARD INSTL INDEX FD $195.53万0.00%25,874 8,21546.5% $62.08万 加仓
LYFT LYFT INC $195.69万0.00%125,360 -109,425-46.6% -$170.81万 减仓
FNV FRANCO NEV CORP $195.72万0.00%9,523 5,703149.3% $117.21万 加仓
VRNS VARONIS SYS INC $195.73万0.00%50,019 22,04978.8% $86.28万 加仓
LBTYA LIBERTY GLOBAL LTD $195.78万0.00%184,527 63,22052.1% $67.08万 加仓
IPGP IPG PHOTONICS CORP $196.14万0.00%18,207 350.2% $3,771 加仓
KEX KIRBY CORP $196.26万0.00%13,653 5,46966.8% $78.62万 加仓
— FIDELITY COVINGTON TRUST $196.33万0.00%70,421 13,06522.8% $36.43万 加仓
NWL NEWELL BRANDS INC $196.36万0.00%418,586 17,2704.3% $8.10万 加仓
— ALPHABET INC $196.40万0.00%38,961 38,961— $196.40万 新建仓