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
DGS WISDOMTREE TR $196.80万0.00%30,413 -762-2.4% -$4.93万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $197.65万0.00%106,492 -6,423-5.7% -$11.92万 减仓
GEM GOLDMAN SACHS ETF TR $197.71万0.00%38,736 2,7247.6% $13.90万 加仓
SRLN SSGA ACTIVE ETF TR $197.73万0.00%49,004 3,3417.3% $13.48万 加仓
RARE ULTRAGENYX PHARMACEUTICAL IN $198.36万0.00%58,653 24,47971.6% $82.79万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $198.51万0.00%44,579 -30,276-40.4% -$134.82万 减仓
CEG CONSTELLATION ENERGY CORP 看跌期权 $198.59万0.00%7,900 00.0% — 不变
KJAN INNOVATOR ETFS TRUST $198.71万0.00%43,514 -23,595-35.2% -$107.75万 减仓
SYLD CAMBRIA ETF TR $198.71万0.00%24,700 290.1% $2,333 加仓
WY WEYERHAEUSER CO $198.83万0.00%84,787 4,8626.1% $11.40万 加仓
PK PARK HOTELS & RESORTS INC $198.85万0.00%140,330 16,50713.3% $23.39万 加仓
CSTM CONSTELLIUM SE $198.90万0.00%75,959 12,28719.3% $32.17万 加仓
BXP BXP INC $198.91万0.00%29,767 23,634385.4% $157.92万 加仓
BUSE FIRST BUSEY CORP $199.08万0.00%68,178 8,47314.2% $24.74万 加仓
OGC OCEANAGOLD CORP $199.20万0.00%80,322 80,322— $199.20万 新建仓
— ALPS ETF TR $199.40万0.00%46,731 4,72811.3% $20.17万 加仓
INDB INDEPENDENT BK CORP MASS $199.77万0.00%23,865 1,0994.8% $9.20万 加仓
PNOV INNOVATOR ETFS TRUST $199.81万0.00%68,355 -9,091-11.7% -$26.57万 减仓
ECOW PACER FDS TR $200.06万0.00%73,645 6,2189.2% $16.89万 加仓
REYN REYNOLDS CONSUMER PRODS INC $200.23万0.00%85,708 22,57135.7% $52.73万 加仓
AVY AVERY DENNISON CORP $202.04万0.00%12,572 -110-0.9% -$1.77万 减仓
PAYC PAYCOM SOFTWARE INC $202.28万0.00%16,031 8,483112.4% $107.04万 加仓
IONQ IONQ INC $202.32万0.00%47,204 2,2665.0% $9.71万 加仓
AGCO AGCO CORP $202.82万0.00%17,741 8,21186.2% $93.87万 加仓
YETI YETI HLDGS INC $203.34万0.00%41,575 15,23757.9% $74.52万 加仓
— FIRST TR EXCHNG TRADED FD VI $203.37万0.00%73,845 -1,944-2.6% -$5.35万 减仓
HYS PIMCO ETF TR $203.40万0.00%21,879 -1,365-5.9% -$12.69万 减仓
NJUL INNOVATOR ETFS TRUST $204.68万0.00%26,630 00.0% — 不变
— J P MORGAN EXCHANGE TRADED F $205.66万0.00%41,016 41,016— $205.66万 新建仓
AXTA AXALTA COATING SYS LTD $206.02万0.00%70,317 -84,790-54.7% -$248.43万 减仓
COLD AMERICOLD REALTY TRUST INC $206.43万0.00%133,094 111,027503.1% $172.20万 加仓
NPO ENPRO INC $206.49万0.00%6,240 1051.7% $3.47万 加仓
IDVO AMPLIFY ETF TR $206.91万0.00%48,847 11,06329.3% $46.86万 加仓
INDA ISHARES TR $207.71万0.00%42,131 -8,056-16.1% -$39.72万 减仓
COIN COINBASE GLOBAL INC $207.76万0.00%13,061 -611-4.5% -$9.72万 减仓
TSLA TESLA INC 看跌期权 $208.15万0.00%5,300 5,300— $208.15万 新建仓
FDEM FIDELITY COVINGTON TRUST $208.25万0.00%58,010 12,60927.8% $45.27万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $208.53万0.00%20,834 8934.5% $8.94万 加仓
MTD METTLER TOLEDO INTERNATIONAL $208.63万0.00%1,610 22816.5% $29.55万 加仓
TTEK TETRA TECH INC NEW $209.05万0.00%67,456 27,81470.2% $86.20万 加仓
SEZL SEZZLE INC $209.07万0.00%11,655 -2,304-16.5% -$41.33万 减仓
RDDT REDDIT INC $209.51万0.00%10,726 2,91037.2% $56.84万 加仓
ABCB AMERIS BANCORP $209.96万0.00%23,223 1,4116.5% $12.76万 加仓
ARM ARM HOLDINGS PLC $210.15万0.00%6,498 2,50162.6% $80.88万 加仓
LNC LINCOLN NATL CORP IND $210.17万0.00%52,900 26,589101.1% $105.64万 加仓
ICLO INVESCO ACTIVELY MANAGED EXC $211.11万0.00%82,426 -7,486-8.3% -$19.17万 减仓
LAR LITHIUM ARGENTINA AG $211.16万0.00%288,078 -5,009-1.7% -$3.67万 减仓
SETM SPROTT FDS TR $211.24万0.00%69,464 19,92440.2% $60.59万 加仓
LONZ PIMCO ETF TR $211.87万0.00%43,089 2,7326.8% $13.43万 加仓
VICR VICOR CORP $212.69万0.00%7,818 5,244203.7% $142.66万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $213.73万0.00%104,977 -5,915-5.3% -$12.04万 减仓
BUI BLACKROCK UTILS INFRASTRUCTU $213.86万0.00%75,650 21,34039.3% $60.33万 加仓
UBSI UNITED BANKSHARES INC WEST V $213.94万0.00%46,399 2,5555.8% $11.78万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $214.36万0.00%56,708 14,27233.6% $53.95万 加仓
— PACER FDS TR $215.04万0.00%64,413 -3,482-5.1% -$11.62万 减仓
EMN EASTMAN CHEM CO $215.40万0.00%31,879 7,33829.9% $49.58万 加仓
SEIQ SEI EXCHANGE TRADED FUNDS $215.68万0.00%53,163 4,3028.8% $17.45万 加仓
LUV SOUTHWEST AIRLS CO $215.89万0.00%44,577 7,65420.7% $37.07万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $215.92万0.00%109,938 -4,115-3.6% -$8.08万 减仓
KRC KILROY REALTY CORP $216.02万0.00%63,265 49,125347.4% $167.74万 加仓
SAN BANCO SANTANDER SA $216.09万0.00%155,794 22,12316.6% $30.68万 加仓
OSIS OSI SYSTEMS INC $216.23万0.00%9,887 2622.7% $5.73万 加仓
QTUM ETF SER SOLUTIONS $216.48万0.00%14,015 1,84515.2% $28.50万 加仓
MEAR ISHARES U S ETF TR $216.59万0.00%43,111 -30-0.1% -$1,507 减仓
ACM AECOM $216.90万0.00%31,780 14,71986.3% $100.46万 加仓
EUSA ISHARES INC $217.66万0.00%18,959 1,85110.8% $21.25万 加仓
GSC GOLDMAN SACHS ETF TR $217.67万0.00%32,483 2,3467.8% $15.72万 加仓
IMCB ISHARES TR $217.68万0.00%22,412 -151-0.7% -$1.47万 减仓
NOV NOV INC $217.81万0.00%115,304 44,04961.8% $83.21万 加仓
XYLD GLOBAL X FDS $218.39万0.00%52,981 -3,404-6.0% -$14.03万 减仓
PRI PRIMERICA INC $218.82万0.00%7,185 2,75662.2% $83.93万 加仓
— SCHWAB STRATEGIC TR $218.85万0.00%69,921 -81,461-53.8% -$254.97万 减仓
KNSL KINSALE CAP GROUP INC $218.93万0.00%6,428 4,698271.6% $160.00万 加仓
NE NOBLE CORP PLC $219.48万0.00%61,122 6891.1% $2.47万 加仓
TENB TENABLE HLDGS INC $219.84万0.00%62,352 12,44824.9% $43.89万 加仓
GMED GLOBUS MED INC $219.98万0.00%40,563 5,81416.7% $31.53万 加仓
GFS GLOBALFOUNDRIES INC $220.03万0.00%35,698 2,4367.3% $15.01万 加仓
APG API GROUP CORP $220.69万0.00%53,359 11,91928.8% $49.30万 加仓
IGLD FIRST TR EXCHANGE-TRADED FD $220.91万0.00%105,094 -22,729-17.8% -$47.78万 减仓
SPUS TIDAL TRUST I $220.96万0.00%38,242 10,50937.9% $60.72万 加仓
GRAL GRAIL INC $221.18万0.00%30,719 -1,076-3.4% -$7.75万 减仓
KLIC KULICKE & SOFFA INDS INC $222.87万0.00%19,651 -348-1.7% -$3.95万 减仓
FISV FISERV INC $222.92万0.00%44,187 -62,049-58.4% -$313.04万 减仓
ARTY ISHARES TR $223.42万0.00%30,817 10,94855.1% $79.37万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $223.90万0.00%7,494 -984-11.6% -$29.40万 减仓
— J P MORGAN EXCHANGE TRADED F $224.46万0.00%44,749 14,57448.3% $73.10万 加仓
REGL PROSHARES TR $224.72万0.00%24,495 4,84724.7% $44.47万 加仓
OKTA OKTA INC $225.36万0.00%16,256 2,52118.4% $34.95万 加仓
UPS UNITED PARCEL SVCS INC 看跌期权 $225.45万0.00%20,400 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $225.49万0.00%28,324 5732.1% $4.56万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $226.17万0.00%9,062 2823.2% $7.04万 加仓
— HENNESSY FDS TR $226.31万0.00%60,690 00.0% — 不变
VNO VORNADO RLTY TR $226.47万0.00%65,166 37,593136.3% $130.65万 加仓
NEU NEWMARKET CORP $226.50万0.00%3,288 2,269222.7% $156.30万 加仓
PPA INVESCO EXCHANGE TRADED FD T $226.60万0.00%13,000 1,76715.7% $30.80万 加仓
ON ON SEMICONDUCTOR CORP $226.69万0.00%31,649 4,89218.3% $35.04万 加仓
QMOM EA SERIES TRUST $227.97万0.00%29,988 4,61918.2% $35.11万 加仓
XTEN BONDBLOXX ETF TRUST $228.05万0.00%50,791 23,19584.1% $104.14万 加仓
HOMB HOME BANCSHARES INC $229.19万0.00%79,803 66,674507.8% $191.49万 加仓
SCHY SCHWAB STRATEGIC TR $231.33万0.00%81,694 8,42311.5% $23.85万 加仓