WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES TR | $271.12万 | 0.00% | 40,673 | 18,102 | 80.2% | $120.67万 | 加仓 |
| CAT | CATERPILLAR INC 看跌期权 | $271.28万 | 0.00% | 4,100 | 4,100 | — | $271.28万 | 新建仓 |
| JOE | ST JOE CO | $273.46万 | 0.00% | 45,014 | 16,370 | 57.1% | $99.45万 | 加仓 |
| IBDW | ISHARES TR | $273.64万 | 0.00% | 132,320 | 37,256 | 39.2% | $77.05万 | 加仓 |
| CDW | CDW CORP | $274.41万 | 0.00% | 19,005 | 3,772 | 24.8% | $54.46万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $274.44万 | 0.00% | 17,496 | 2,532 | 16.9% | $39.72万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $274.75万 | 0.00% | 34,988 | 23,651 | 208.6% | $185.72万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $275.33万 | 0.00% | 36,512 | 2,184 | 6.4% | $16.47万 | 加仓 |
| NEM | NEWMONT CORP 看跌期权 | $276.32万 | 0.00% | 30,300 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $277.30万 | 0.00% | 9,300 | 9,300 | — | $277.30万 | 新建仓 |
| GLW | CORNING INC 看跌期权 | $277.35万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $277.91万 | 0.00% | 35,134 | 14,269 | 68.4% | $112.87万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $278.51万 | 0.00% | 18,009 | 313 | 1.8% | $4.84万 | 加仓 |
| IBTI | ISHARES TR | $278.58万 | 0.00% | 126,255 | 23,335 | 22.7% | $51.49万 | 加仓 |
| FLR | FLUOR CORP | $278.80万 | 0.00% | 60,697 | -906 | -1.5% | -$4.16万 | 减仓 |
| BRO | BROWN & BROWN INC | $280.26万 | 0.00% | 41,422 | 28,626 | 223.7% | $193.68万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $280.49万 | 0.00% | 20,589 | 4,150 | 25.2% | $56.54万 | 加仓 |
| HEI/A | HEICO CORP NEW | $281.23万 | 0.00% | 11,069 | 931 | 9.2% | $23.65万 | 加仓 |
| ENS | ENERSYS | $281.39万 | 0.00% | 15,312 | 1,118 | 7.9% | $20.55万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $281.40万 | 0.00% | 63,623 | 2,560 | 4.2% | $11.32万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $281.84万 | 0.00% | 128,751 | -40,627 | -24.0% | -$88.93万 | 减仓 |
| — | ETFIS SER TR I | $282.16万 | 0.00% | 158,965 | 801 | 0.5% | $1.42万 | 加仓 |
| AWR | AMER STATES WTR CO | $282.26万 | 0.00% | 37,918 | 14,949 | 65.1% | $111.28万 | 加仓 |
| IBCA | ISHARES TR | $282.57万 | 0.00% | 111,642 | 36,790 | 49.2% | $93.12万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $282.91万 | 0.00% | 39,109 | 39,109 | — | $282.91万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $283.68万 | 0.00% | 107,150 | 26,917 | 33.5% | $71.26万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $283.81万 | 0.00% | 63,479 | 63,479 | — | $283.81万 | 新建仓 |
| UBS | UBS GROUP AG | $283.87万 | 0.00% | 54,506 | 7,419 | 15.8% | $38.64万 | 加仓 |
| TDC | TERADATA CORP DEL | $283.88万 | 0.00% | 92,773 | 54,284 | 141.0% | $166.11万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $283.90万 | 0.00% | 23,554 | -2,084 | -8.1% | -$25.12万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $284.28万 | 0.00% | 19,412 | 8,899 | 84.6% | $130.32万 | 加仓 |
| MORN | MORNINGSTAR INC | $284.39万 | 0.00% | 18,661 | 11,053 | 145.3% | $168.44万 | 加仓 |
| TY | TRI CONTL CORP | $286.42万 | 0.00% | 80,682 | -1,948 | -2.4% | -$6.92万 | 减仓 |
| ONDS | ONDAS INC | $287.08万 | 0.00% | 395,429 | 128,347 | 48.1% | $93.18万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $287.44万 | 0.00% | 138,925 | 37,379 | 36.8% | $77.34万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $287.44万 | 0.00% | 155,110 | -46,675 | -23.1% | -$86.50万 | 减仓 |
| FLOT | ISHARES TR | $287.88万 | 0.00% | 67,793 | 2,963 | 4.6% | $12.58万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $288.04万 | 0.00% | 208,446 | 5,543 | 2.7% | $7.66万 | 加仓 |
| FICO | FAIR ISAAC CORP | $288.40万 | 0.00% | 2,306 | 541 | 30.7% | $67.66万 | 加仓 |
| MLPX | GLOBAL X FDS | $289.16万 | 0.00% | 38,745 | 3,557 | 10.1% | $26.55万 | 加仓 |
| MOD | MODINE MFG CO | $289.98万 | 0.00% | 11,792 | 3,826 | 48.0% | $94.09万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $291.04万 | 0.00% | 68,303 | 3,485 | 5.4% | $14.85万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $291.41万 | 0.00% | 14,890 | -550 | -3.6% | -$10.76万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $291.69万 | 0.00% | 67,256 | 20,961 | 45.3% | $90.91万 | 加仓 |
| ATR | APTARGROUP INC | $291.93万 | 0.00% | 25,202 | 5,335 | 26.9% | $61.80万 | 加仓 |
| GLPI | GAMING & LEISURE P | $292.00万 | 0.00% | 77,224 | -286 | -0.4% | -$1.08万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $292.29万 | 0.00% | 174,295 | 96,397 | 123.7% | $161.66万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $292.95万 | 0.00% | 1,400 | 43 | 3.2% | $9.00万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $293.26万 | 0.00% | 57,269 | -9,024 | -13.6% | -$46.21万 | 减仓 |
| FNB | F N B CORP | $293.77万 | 0.00% | 156,010 | 100,112 | 179.1% | $188.51万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $294.22万 | 0.00% | 322,623 | 254,519 | 373.7% | $232.11万 | 加仓 |
| NUSC | NUSHARES ETF TR | $294.47万 | 0.00% | 57,514 | 467 | 0.8% | $2.39万 | 加仓 |
| — | BLACKROCK ETF TRUST | $296.04万 | 0.00% | 103,886 | -4,782 | -4.4% | -$13.63万 | 减仓 |
| UGI | UGI CORP NEW | $296.17万 | 0.00% | 89,321 | 55,999 | 168.1% | $185.68万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $296.36万 | 0.00% | 59,463 | 21,546 | 56.8% | $107.39万 | 加仓 |
| — | ISHARES TR | $296.39万 | 0.00% | 28,832 | -1,098 | -3.7% | -$11.29万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $297.67万 | 0.00% | 116,604 | 68,816 | 144.0% | $175.67万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $297.71万 | 0.00% | 46,014 | 13,917 | 43.4% | $90.04万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $298.73万 | 0.00% | 378,615 | 28,044 | 8.0% | $22.13万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $298.76万 | 0.00% | 33,326 | 534 | 1.6% | $4.79万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $299.39万 | 0.01% | 68,557 | 27,273 | 66.1% | $119.10万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $300.15万 | 0.01% | 68,936 | -33,560 | -32.7% | -$146.12万 | 减仓 |
| BCS | BARCLAYS PLC | $300.24万 | 0.01% | 109,256 | -6,605 | -5.7% | -$18.15万 | 减仓 |
| VIRT | VIRTU FINL INC | $300.59万 | 0.01% | 50,740 | 33,363 | 192.0% | $197.65万 | 加仓 |
| NDSN | NORDSON CORP | $300.82万 | 0.01% | 13,108 | 5,607 | 74.8% | $128.68万 | 加仓 |
| SMTC | SEMTECH CORP | $300.99万 | 0.01% | 18,597 | -1,878 | -9.2% | -$30.40万 | 减仓 |
| SF | STIFEL FINL CORP | $301.01万 | 0.01% | 43,350 | -45,363 | -51.1% | -$314.99万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $301.09万 | 0.01% | 38,875 | -2,201 | -5.4% | -$17.05万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $301.62万 | 0.01% | 59,690 | -11,316 | -15.9% | -$57.18万 | 减仓 |
| CLH | CLEAN HARBORS INC | $301.82万 | 0.01% | 9,924 | 5,298 | 114.5% | $161.13万 | 加仓 |
| SOLV | SOLVENTUM CORP | $301.95万 | 0.01% | 39,368 | 8,844 | 29.0% | $67.83万 | 加仓 |
| SAP | SAP SE | $303.13万 | 0.01% | 83,270 | 2,022 | 2.5% | $7.36万 | 加仓 |
| ALAB | ASTERA LABS INC | $303.55万 | 0.01% | 7,351 | -6,949 | -48.6% | -$286.95万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $304.04万 | 0.01% | 72,720 | 30,459 | 72.1% | $127.35万 | 加仓 |
| IBDZ | ISHARES TR | $304.34万 | 0.01% | 118,097 | 33,283 | 39.2% | $85.77万 | 加仓 |
| GNMA | ISHARES TR | $304.50万 | 0.01% | 69,394 | 13,132 | 23.3% | $57.62万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $305.17万 | 0.01% | 28,833 | 704 | 2.5% | $7.45万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $305.91万 | 0.01% | 66,100 | -33,638 | -33.7% | -$155.68万 | 减仓 |
| COPX | GLOBAL X FDS | $306.06万 | 0.01% | 39,987 | 1,995 | 5.3% | $15.27万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $306.32万 | 0.01% | 88,276 | -24,501 | -21.7% | -$85.02万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $307.13万 | 0.01% | 46,436 | 2,273 | 5.1% | $15.03万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $307.83万 | 0.01% | 33,924 | 1,123 | 3.4% | $10.19万 | 加仓 |
| DRS | LEONARDO DRS INC | $309.32万 | 0.01% | 77,288 | 30,161 | 64.0% | $120.71万 | 加仓 |
| XJH | ISHARES TR | $309.58万 | 0.01% | 60,395 | 48,809 | 421.3% | $250.19万 | 加仓 |
| EZU | ISHARES INC | $309.76万 | 0.01% | 45,181 | 11,677 | 34.9% | $80.06万 | 加仓 |
| HUM | HUMANA INC | $310.13万 | 0.01% | 7,907 | 1,706 | 27.5% | $66.91万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $310.21万 | 0.01% | 27,373 | 3,265 | 13.5% | $37.00万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $310.40万 | 0.01% | 165,280 | 4,491 | 2.8% | $8.43万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $310.82万 | 0.01% | 257,091 | 194,953 | 313.7% | $235.70万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $310.98万 | 0.01% | 23,244 | 1,183 | 5.4% | $15.83万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $311.27万 | 0.01% | 27,338 | -28,834 | -51.3% | -$328.30万 | 减仓 |
| SMOT | VANECK ETF TRUST | $312.18万 | 0.01% | 79,577 | -3,440 | -4.1% | -$13.50万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $312.81万 | 0.01% | 90,513 | 19,377 | 27.2% | $66.97万 | 加仓 |
| DASH | DOORDASH INC | $312.85万 | 0.01% | 16,310 | 151 | 0.9% | $2.90万 | 加仓 |
| CSGP | COSTAR GROUP INC | $313.51万 | 0.01% | 123,138 | 84,559 | 219.2% | $215.29万 | 加仓 |
| CVNA | CARVANA CO | $314.23万 | 0.01% | 47,734 | 5,784 | 13.8% | $38.08万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $314.73万 | 0.01% | 38,335 | 7,174 | 23.0% | $58.90万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $314.93万 | 0.01% | 16,842 | 2,663 | 18.8% | $49.79万 | 加仓 |
| IBDX | ISHARES TR | $314.96万 | 0.01% | 126,162 | 35,129 | 38.6% | $87.70万 | 加仓 |
| — | AMPLIFY ETF TR | $315.14万 | 0.01% | 85,767 | 1,800 | 2.1% | $6.61万 | 加仓 |