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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $311.27万 | 0.01% | 29,930 | 2,810 | 10.4% | $29.22万 | 加仓 |
| ASH | ASHLAND INC | $311.84万 | 0.01% | 57,334 | 9,793 | 20.6% | $53.26万 | 加仓 |
| GGG | GRACO INC | $312.02万 | 0.01% | 40,144 | -48,106 | -54.5% | -$373.90万 | 减仓 |
| SPYI | NEOS ETF TRUST | $312.09万 | 0.01% | 62,770 | -46,713 | -42.7% | -$232.26万 | 减仓 |
| GPN | GLOBAL PMTS INC | $312.54万 | 0.01% | 48,797 | 10,599 | 27.7% | $67.89万 | 加仓 |
| IYE | ISHARES TR | $312.75万 | 0.01% | 49,777 | 25,812 | 107.7% | $162.18万 | 加仓 |
| LYFT | LYFT INC | $313.20万 | 0.01% | 234,785 | -226,484 | -49.1% | -$302.13万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $313.36万 | 0.01% | 33,368 | -2,824 | -7.8% | -$26.52万 | 减仓 |
| ESTC | ELASTIC N V | $313.77万 | 0.01% | 68,836 | -27,187 | -28.3% | -$123.92万 | 减仓 |
| NLR | VANECK ETF TRUST | $313.89万 | 0.01% | 23,482 | -16,090 | -40.7% | -$215.08万 | 减仓 |
| — | BLACKROCK ETF TRUST | $315.12万 | 0.01% | 108,668 | -36,806 | -25.3% | -$106.73万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $316.12万 | 0.01% | 71,006 | -9,942 | -12.3% | -$44.26万 | 减仓 |
| FXZ | FIRST TR EXCHANGE TRADED FD | $316.24万 | 0.01% | 41,076 | -32,915 | -44.5% | -$253.41万 | 减仓 |
| RPM | RPM INTL INC | $316.57万 | 0.01% | 35,351 | -2,121 | -5.7% | -$18.99万 | 减仓 |
| RBC | RBC BEARINGS INC | $317.42万 | 0.01% | 6,379 | 2,642 | 70.7% | $131.47万 | 加仓 |
| QLTA | ISHARES TR | $317.70万 | 0.01% | 66,757 | 55,779 | 508.1% | $265.45万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $318.00万 | 0.01% | 98,149 | 82,084 | 510.9% | $265.95万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $318.57万 | 0.01% | 103,906 | -59,561 | -36.4% | -$182.61万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $319.30万 | 0.01% | 127,823 | -76,581 | -37.5% | -$191.30万 | 减仓 |
| CRWV | COREWEAVE INC | $319.92万 | 0.01% | 38,901 | -39,571 | -50.4% | -$325.43万 | 减仓 |
| ESGE | ISHARES INC | $320.04万 | 0.01% | 70,602 | 41,823 | 145.3% | $189.58万 | 加仓 |
| PODD | INSULET CORP | $320.13万 | 0.01% | 18,000 | 13,181 | 273.5% | $234.43万 | 加仓 |
| COKE | COCA COLA CONS INC | $320.72万 | 0.01% | 16,473 | -10,555 | -39.1% | -$205.50万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $321.10万 | 0.01% | 111,541 | 6,215 | 5.9% | $17.89万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $321.38万 | 0.01% | 31,375 | -8,301 | -20.9% | -$85.03万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $323.19万 | 0.01% | 19,180 | -2,578 | -11.8% | -$43.44万 | 减仓 |
| AOM | ISHARES TR | $323.60万 | 0.01% | 68,471 | -22,272 | -24.5% | -$105.26万 | 减仓 |
| ROKU | ROKU INC | $325.12万 | 0.01% | 36,643 | -3,395 | -8.5% | -$30.12万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $325.34万 | 0.01% | 49,504 | 9,842 | 24.8% | $64.68万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $325.76万 | 0.01% | 65,335 | 53,299 | 442.8% | $265.75万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $325.80万 | 0.01% | 31,742 | -6,914 | -17.9% | -$70.96万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $326.97万 | 0.01% | 25,799 | 2,394 | 10.2% | $30.34万 | 加仓 |
| — | SPDR INDEX SHS FDS | $327.23万 | 0.01% | 22,704 | -59 | -0.3% | -$8,504 | 减仓 |
| IGM | ISHARES TR | $328.08万 | 0.01% | 27,073 | -3,603 | -11.7% | -$43.66万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $328.29万 | 0.01% | 13,124 | 9,398 | 252.2% | $235.09万 | 加仓 |
| NNN | NNN REIT INC | $328.33万 | 0.01% | 89,048 | 8,317 | 10.3% | $30.67万 | 加仓 |
| TFI | SPDR SERIES TRUST | $328.35万 | 0.01% | 72,388 | -29,481 | -28.9% | -$133.73万 | 减仓 |
| IBDV | ISHARES TR | $328.74万 | 0.01% | 150,524 | -30,880 | -17.0% | -$67.44万 | 减仓 |
| IYH | ISHARES TR | $329.16万 | 0.01% | 53,391 | -6,767 | -11.2% | -$41.72万 | 减仓 |
| IGLB | ISHARES TR | $329.58万 | 0.01% | 66,207 | 38,757 | 141.2% | $192.93万 | 加仓 |
| EWJ | ISHARES INC | $329.81万 | 0.01% | 38,669 | 2,630 | 7.3% | $22.43万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $330.24万 | 0.01% | 201,785 | 64,475 | 47.0% | $105.52万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $331.30万 | 0.01% | 84,043 | -5,943 | -6.6% | -$23.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $331.60万 | 0.01% | 8,899 | 5,137 | 136.5% | $191.42万 | 加仓 |
| HTFL | HEARTFLOW INC | $332.70万 | 0.01% | 133,991 | 133,991 | — | $332.70万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $333.05万 | 0.01% | 82,720 | 25,551 | 44.7% | $102.87万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $333.13万 | 0.01% | 201,654 | -120,658 | -37.4% | -$199.33万 | 减仓 |
| DOCU | DOCUSIGN INC | $333.53万 | 0.01% | 76,055 | 41,968 | 123.1% | $184.04万 | 加仓 |
| PPL | PPL CORP | $333.86万 | 0.01% | 86,404 | -60,103 | -41.0% | -$232.24万 | 减仓 |
| COO | COOPER COS INC | $334.05万 | 0.01% | 53,881 | 22,426 | 71.3% | $139.04万 | 加仓 |
| APTV | APTIV PLC | $334.27万 | 0.01% | 58,375 | 22,573 | 63.0% | $129.26万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $337.30万 | 0.01% | 66,293 | 47,131 | 246.0% | $239.80万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $338.71万 | 0.01% | 79,167 | -459,668 | -85.3% | -$1,966.66万 | 减仓 |
| EMBX | VANECK FDS | $339.66万 | 0.01% | 67,786 | 67,786 | — | $339.66万 | 新建仓 |
| MLPA | GLOBAL X FDS | $339.68万 | 0.01% | 63,114 | -178,264 | -73.9% | -$959.42万 | 减仓 |
| ARW | ARROW ELECTRS INC | $339.81万 | 0.01% | 28,902 | 5,029 | 21.1% | $59.13万 | 加仓 |
| TXG | 10X GENOMICS INC | $339.83万 | 0.01% | 152,187 | 33,481 | 28.2% | $74.76万 | 加仓 |
| AX | AXOS FINANCIAL INC | $340.41万 | 0.01% | 39,879 | 217 | 0.5% | $1.85万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $340.99万 | 0.01% | 156,870 | 36,352 | 30.2% | $79.02万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $342.02万 | 0.01% | 64,507 | 34,908 | 117.9% | $185.08万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $343.06万 | 0.01% | 74,855 | 74,855 | — | $343.06万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $343.35万 | 0.01% | 155,082 | 29,301 | 23.3% | $64.87万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $343.68万 | 0.01% | 36,211 | 10,392 | 40.2% | $98.63万 | 加仓 |
| SUSB | ISHARES TR | $344.93万 | 0.01% | 137,974 | 15,594 | 12.7% | $38.98万 | 加仓 |
| UNM | UNUM GROUP | $345.27万 | 0.01% | 46,551 | -12,895 | -21.7% | -$95.64万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $346.32万 | 0.01% | 50,211 | -13,312 | -21.0% | -$91.82万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $346.65万 | 0.01% | 103,261 | -4,103 | -3.8% | -$13.77万 | 减仓 |
| IBDS | ISHARES TR | $348.14万 | 0.01% | 144,099 | 19,423 | 15.6% | $46.93万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $349.25万 | 0.01% | 184,303 | -233,097 | -55.8% | -$441.72万 | 减仓 |
| MOS | MOSAIC CO NEW | $349.86万 | 0.01% | 147,761 | 61,235 | 70.8% | $144.99万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $349.91万 | 0.01% | 265,483 | -146,583 | -35.6% | -$193.20万 | 减仓 |
| SAP | SAP SE | $351.19万 | 0.01% | 81,248 | 51,931 | 177.1% | $224.47万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $351.54万 | 0.01% | 128,440 | -41,380 | -24.4% | -$113.26万 | 减仓 |
| LEN | LENNAR CORP | $351.65万 | 0.01% | 47,618 | -148,682 | -75.7% | -$1,098.00万 | 减仓 |
| XYL | XYLEM INC | $351.65万 | 0.01% | 29,000 | -4,133 | -12.5% | -$50.12万 | 减仓 |
| DY | DYCOM INDS INC | $352.14万 | 0.01% | 10,393 | 8,965 | 627.8% | $303.75万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $352.43万 | 0.01% | 52,411 | -4,466 | -7.9% | -$30.03万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $353.31万 | 0.01% | 40,527 | -2,514 | -5.8% | -$21.92万 | 减仓 |
| PII | POLARIS INC | $353.37万 | 0.01% | 69,390 | 9,420 | 15.7% | $47.97万 | 加仓 |
| ADT | ADT INC DEL | $354.32万 | 0.01% | 599,130 | -136,445 | -18.5% | -$80.69万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $354.69万 | 0.01% | 106,291 | -39,115 | -26.9% | -$130.53万 | 减仓 |
| XYZ | BLOCK INC | $355.86万 | 0.01% | 59,528 | -2,766 | -4.4% | -$16.54万 | 减仓 |
| IBTH | ISHARES TR | $356.95万 | 0.01% | 159,531 | -118,216 | -42.6% | -$264.51万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $357.23万 | 0.01% | 70,851 | 18,081 | 34.3% | $91.16万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $357.29万 | 0.01% | 148,252 | -3,097 | -2.0% | -$7.46万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $358.07万 | 0.01% | 146,211 | -47,289 | -24.4% | -$115.81万 | 减仓 |
| VCR | VANGUARD WORLD FD | $358.54万 | 0.01% | 12,723 | 3,298 | 35.0% | $92.94万 | 加仓 |
| KHC | KRAFT HEINZ CO | $358.57万 | 0.01% | 157,335 | -3,260 | -2.0% | -$7.43万 | 减仓 |
| FSLR | FIRST SOLAR INC | $358.82万 | 0.01% | 22,729 | 9,426 | 70.9% | $148.81万 | 加仓 |
| SLQD | ISHARES TR | $359.67万 | 0.01% | 71,392 | -15,192 | -17.5% | -$76.54万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $360.35万 | 0.01% | 27,856 | 19,800 | 245.8% | $256.14万 | 加仓 |
| — | AMPLIFY ETF TR | $361.15万 | 0.01% | 82,825 | -24,493 | -22.8% | -$106.80万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $361.18万 | 0.01% | 64,542 | -13,502 | -17.3% | -$75.56万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $361.25万 | 0.01% | 33,749 | 17,510 | 107.8% | $187.43万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $361.58万 | 0.01% | 88,018 | -811 | -0.9% | -$3.33万 | 减仓 |
| DXCM | DEXCOM INC | $361.94万 | 0.01% | 74,730 | 18,841 | 33.7% | $91.25万 | 加仓 |
| WEX | WEX INC | $362.45万 | 0.01% | 25,293 | 5,701 | 29.1% | $81.70万 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $364.15万 | 0.01% | 167,926 | 167,926 | — | $364.15万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $364.31万 | 0.01% | 26,861 | -1,726 | -6.0% | -$23.41万 | 减仓 |
| TRMB | TRIMBLE INC | $364.40万 | 0.01% | 55,958 | 1,235 | 2.3% | $8.04万 | 加仓 |