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
TR TOOTSIE ROLL INDS INC $00.00%0 -7,060-100.0% -$25.44万 清仓
— NATIONAL BANKSHARES INC VA $00.00%0 -7,735-100.0% -$25.39万 清仓
TDV PROSHARES TR $00.00%0 -2,813-100.0% -$25.33万 清仓
— DIREXION SHS ETF TR $00.00%0 -5,239-100.0% -$25.18万 清仓
KAI KADANT INC $00.00%0 —— — 申报中断
MSB MESABI TR $00.00%0 -6,109-100.0% -$24.88万 清仓
PSCT INVESCO EXCH TRADED FD TR II $00.00%0 -4,136-100.0% -$24.73万 清仓
CMBS ISHARES TR $00.00%0 -5,000-100.0% -$24.57万 清仓
MEC MAYVILLE ENGR CO INC $00.00%0 —— — 申报中断
FMX FOMENTO ECONOMICO MEXICANO S $00.00%0 -2,418-100.0% -$24.39万 清仓
ACIO ETF SER SOLUTIONS $00.00%0 —— — 申报中断
— INNOVATOR ETFS TRUST $00.00%0 -8,544-100.0% -$24.31万 清仓
EMF TEMPLETON EMERGING MKTS FD $00.00%0 -13,570-100.0% -$24.26万 清仓
— VANECK ETF TRUST $00.00%0 -6,384-100.0% -$24.11万 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -5,968-100.0% -$24.06万 清仓
IPAC ISHARES TR $00.00%0 -3,204-100.0% -$24.05万 清仓
TECL DIREXION SHS ETF TR $00.00%0 —— — 申报中断
TPLC TIMOTHY PLAN $00.00%0 -5,126-100.0% -$23.98万 清仓
BAP CREDICORP LTD $00.00%0 -808-100.0% -$23.89万 清仓
BLKB BLACKBAUD INC $00.00%0 -3,948-100.0% -$23.81万 清仓
EPAC ENERPAC TOOL GROUP CORP $00.00%0 —— — 申报中断
— ISHARES TR $00.00%0 -5,968-100.0% -$23.68万 清仓
BWX SPDR SERIES TRUST $00.00%0 —— — 申报中断
KBWB INVESCO EXCH TRADED FD TR II $00.00%0 -2,658-100.0% -$23.56万 清仓
GIB CGI INC $00.00%0 -2,527-100.0% -$23.46万 清仓
CSM PROSHARES TR $00.00%0 —— — 申报中断
ITGR INTEGER HLDGS CORP $00.00%0 —— — 申报中断
ROBT FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
NIQ NIQ GLOBAL INTELLIGENCE PLC $00.00%0 —— — 申报中断
ASTL ALGOMA STL GROUP INC $00.00%0 -55,000-100.0% -$22.82万 清仓
— GLOBAL X FDS $00.00%0 -5,892-100.0% -$22.81万 清仓
BSMR INVESCO EXCH TRD SLF IDX FD $00.00%0 -9,622-100.0% -$22.80万 清仓
APAM ARTISAN PARTNERS ASSET MGMT $00.00%0 —— — 申报中断
ROUS LATTICE STRATEGIES TR $00.00%0 —— — 申报中断
— FIRST TR EXCHANGE TRADED FD $00.00%0 -13,924-100.0% -$22.66万 清仓
JAJL INNOVATOR ETFS TRUST $00.00%0 -7,761-100.0% -$22.60万 清仓
NAPR INNOVATOR ETFS TRUST $00.00%0 -4,197-100.0% -$22.60万 清仓
ARLP ALLIANCE RESOURCE PARTNERS L $00.00%0 -9,521-100.0% -$22.59万 清仓
EPRT ESSENTIAL PPTYS RLTY TR INC $00.00%0 —— — 申报中断
TVTX TRAVERE THERAPEUTICS INC $00.00%0 —— — 申报中断
HROW HARROW INC $00.00%0 -4,189-100.0% -$22.41万 清仓
BHE BENCHMARK ELECTRS INC $00.00%0 —— — 申报中断
CRK COMSTOCK RES INC $00.00%0 -9,755-100.0% -$22.34万 清仓
WCLD WISDOMTREE TR $00.00%0 -6,318-100.0% -$22.16万 清仓
BIRK BIRKENSTOCK HOLDING PLC $00.00%0 -5,174-100.0% -$22.14万 清仓
— HILLENBRAND INC $00.00%0 -6,930-100.0% -$22.07万 清仓
DIN DINE BRANDS GLOBAL INC $00.00%0 —— — 申报中断
— ALPS ETF TR $00.00%0 —— — 申报中断
CSR CENTERSPACE $00.00%0 -3,314-100.0% -$21.99万 清仓
— D MARKET ELECTR SVCS & TRADI $00.00%0 -80,338-100.0% -$21.69万 清仓
BF/A BROWN FORMAN CORP $00.00%0 -8,259-100.0% -$21.68万 清仓
GOLF ACUSHNET HLDGS CORP $00.00%0 -2,490-100.0% -$21.61万 清仓
VTS VITESSE ENERGY INC $00.00%0 -11,174-100.0% -$21.60万 清仓
ARGT GLOBAL X FDS $00.00%0 -2,309-100.0% -$21.53万 清仓
— GREYSTONE HOUSING IMPACT INV $00.00%0 -30,260-100.0% -$21.51万 清仓
— FORTRESS BIOTECH INC $00.00%0 -51,017-100.0% -$21.48万 清仓
— INVESCO INDIA EXCHANGE-TRADE $00.00%0 -8,841-100.0% -$21.47万 清仓
GFI GOLD FIELDS LTD $00.00%0 -4,542-100.0% -$21.45万 清仓
BSEP INNOVATOR ETFS TRUST $00.00%0 -4,316-100.0% -$21.43万 清仓
RVT ROYCE SMALL CAP TRUST INC $00.00%0 —— — 申报中断
SLG SL GREEN RLTY CORP $00.00%0 —— — 申报中断
— FLEXSHARES TR $00.00%0 -1,025-100.0% -$21.37万 清仓
DAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,783-100.0% -$21.32万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -5,281-100.0% -$21.28万 清仓
DTH WISDOMTREE TR $00.00%0 —— — 申报中断
— EPR PPTYS $00.00%0 —— — 申报中断
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -3,654-100.0% -$20.99万 清仓
RUN SUNRUN INC $00.00%0 -11,448-100.0% -$20.95万 清仓
MBC MASTERBRAND INC $00.00%0 —— — 申报中断
CAC CAMDEN NATL CORP $00.00%0 —— — 申报中断
RVMD REVOLUTION MEDICINES INC $00.00%0 —— — 申报中断
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 —— — 申报中断
ADUS ADDUS HOMECARE CORP $00.00%0 —— — 申报中断
LEN/B LENNAR CORP $00.00%0 —— — 申报中断
— EA SERIES TRUST $00.00%0 -7,087-100.0% -$20.48万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -4,851-100.0% -$20.46万 清仓
AIN ALBANY INTL CORP $00.00%0 —— — 申报中断
TCAL T ROWE PRICE ETF INC $00.00%0 -8,474-100.0% -$20.24万 清仓
TAFM AB ACTIVE ETFS INC $00.00%0 -7,855-100.0% -$20.03万 清仓
QDEL QUIDELORTHO CORP $00.00%0 —— — 申报中断
— NUVEEN SELECT MAT MUN FD $00.00%0 -21,143-100.0% -$19.75万 清仓
— EATON VANCE TAX MNGED BUY WR $00.00%0 -12,304-100.0% -$19.01万 清仓
BITO PROSHARES TR $00.00%0 -14,545-100.0% -$18.69万 清仓
— MIND MEDICINE MINDMED INC $00.00%0 -13,718-100.0% -$18.53万 清仓
CARS CARS COM INC $00.00%0 -14,695-100.0% -$18.49万 清仓
— NUVEEN MULTI ASSET INCOME FU $00.00%0 -13,938-100.0% -$18.36万 清仓
ERII ENERGY RECOVERY INC $00.00%0 -12,610-100.0% -$18.18万 清仓
— VENU HLDG CORP $00.00%0 -22,603-100.0% -$18.11万 清仓
IART INTEGRA LIFESCIENCES HLDGS C $00.00%0 —— — 申报中断
BB BLACKBERRY LTD $00.00%0 -43,493-100.0% -$17.05万 清仓
STUB STUBHUB HLDGS INC $00.00%0 -13,240-100.0% -$17.03万 清仓
— GLADSTONE INVT CORP $00.00%0 -12,098-100.0% -$16.83万 清仓
INR INFINITY NAT RES INC $00.00%0 —— — 申报中断
AGGY WISDOMTREE TR $00.00%0 -3,719-100.0% -$16.45万 清仓
PCN PIMCO CORPORATE & INCM STRG $00.00%0 -12,265-100.0% -$15.75万 清仓
— BLACKROCK MUNIYIELD FD INC $00.00%0 -14,620-100.0% -$15.28万 清仓
— EVENTBRITE INC $00.00%0 -33,908-100.0% -$15.06万 清仓
BIT BLACKROCK MULTI SECTOR INC T $00.00%0 -11,281-100.0% -$14.87万 清仓
LRCX LAM RESEARCH CORP 看跌期权 $00.00%0 —— — 申报中断
GRAB GRAB HOLDINGS LIMITED $00.00%21,027 -3,540-14.4% — 减仓