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
MMIN NEW YORK LIFE INVTS ACTIVE E $315.15万0.01%130,930 13,28611.3% $31.98万 加仓
FNDC SCHWAB STRATEGIC TR $315.55万0.01%64,596 -531-0.8% -$2.59万 减仓
TFI SPDR SERIES TRUST $315.62万0.01%69,306 -3,082-4.3% -$14.04万 减仓
TAP MOLSON COORS BEVERAGE CO $315.72万0.01%92,933 66,903257.0% $227.29万 加仓
TFLO ISHARES TR $316.11万0.01%62,535 7,62513.9% $38.54万 加仓
HSIC SCHEIN HENRY INC $319.08万0.01%37,806 5,70117.8% $48.12万 加仓
XCCC BONDBLOXX ETF TRUST $319.18万0.01%87,966 87,966— $319.18万 新建仓
QQQI NEOS ETF TRUST $319.42万0.01%56,674 50,480815.0% $284.51万 加仓
ARKK ARK ETF TR $319.72万0.01%39,843 -1,299-3.2% -$10.42万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $320.31万0.01%74,825 6,1068.9% $26.14万 加仓
PKW INVESCO EXCHANGE TRADED FD T $320.56万0.01%32,404 5291.7% $5.23万 加仓
INVH INVITATION HOMES INC $320.58万0.01%118,326 24,55426.2% $66.52万 加仓
IBDY ISHARES TR $320.61万0.01%125,678 35,93540.0% $91.67万 加仓
DUOL DUOLINGO INC $320.91万0.01%29,355 20,867245.8% $228.12万 重新持有
FLRN SPDR SERIES TRUST $321.82万0.01%104,486 5800.6% $1.79万 加仓
DFSE DIMENSIONAL ETF TRUST $321.95万0.01%66,534 -6,473-8.9% -$31.32万 减仓
MTH MERITAGE HOMES CORP $322.06万0.01%42,657 6,10116.7% $46.06万 加仓
QLTA ISHARES TR $322.47万0.01%67,859 1,1021.7% $5.24万 加仓
KVUE KENVUE INC $322.82万0.01%165,719 -13,328-7.4% -$25.96万 减仓
NVST ENVISTA HOLDINGS CORPORATION $324.99万0.01%138,590 48,96654.6% $114.83万 加仓
TDG TRANSDIGM GROUP INC $326.91万0.01%2,532 -109-4.1% -$14.07万 减仓
VRP INVESCO EXCH TRADED FD TR II $328.17万0.01%134,772 -13,480-9.1% -$32.82万 减仓
PCMM BONDBLOXX ETF TRUST $328.18万0.01%66,013 66,013— $328.18万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $328.39万0.01%28,664 -6-0.0% -$687 减仓
— AMERICAN CENTY ETF TR $328.39万0.01%38,449 7311.9% $6.24万 加仓
COKE COCA COLA CONS INC $328.69万0.01%18,332 1,85911.3% $33.33万 加仓
BINC BLACKROCK ETF TRUST II $329.02万0.01%63,055 -56,124-47.1% -$292.86万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $329.07万0.01%110,056 75,182215.6% $224.79万 加仓
AN AUTONATION INC $329.50万0.01%22,081 5,17530.6% $77.22万 加仓
LW LAMB WESTON HLDGS INC $331.33万0.01%77,929 27,32754.0% $116.18万 加仓
ISMD NORTHERN LTS FD TR IV $331.61万0.01%67,415 10,71718.9% $52.72万 加仓
MLM MARTIN MARIETTA MATLS INC $331.74万0.01%28,189 3331.2% $3.92万 加仓
FRSH FRESHWORKS INC $331.84万0.01%364,640 244,354203.1% $222.37万 加仓
FE FIRSTENERGY CORP $332.05万0.01%69,293 11,45919.8% $54.91万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $332.22万0.01%53,380 14,46337.2% $90.01万 加仓
RTO RENTOKIL INITIAL PLC $332.86万0.01%112,301 7800.7% $2.31万 加仓
PAAS PAN AMERN SILVER CORP $333.44万0.01%76,354 38,884103.8% $169.81万 加仓
CLX CLOROX CO DEL $333.95万0.01%38,034 -11,363-23.0% -$99.77万 减仓
FSLR FIRST SOLAR INC $334.37万0.01%19,016 -3,713-16.3% -$65.29万 减仓
CBU COMMUNITY FINANCIAL SYSTEM I $334.76万0.01%50,129 7,80918.5% $52.15万 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $335.07万0.01%113,545 7,2706.8% $21.45万 加仓
FNDA SCHWAB STRATEGIC TR $335.41万0.01%89,617 5,1946.2% $19.44万 加仓
KDP KEURIG DR PEPPER INC $335.42万0.01%114,038 -47,511-29.4% -$139.75万 减仓
AOM ISHARES TR $335.56万0.01%67,914 -557-0.8% -$2.75万 减仓
AA ALCOA CORP $336.84万0.01%78,640 -16,984-17.8% -$72.75万 减仓
PRG PROG HOLDINGS INC $337.86万0.01%76,370 11,93818.5% $52.81万 加仓
ETSY ETSY INC $338.99万0.01%44,602 -464-1.0% -$3.53万 减仓
NLR VANECK ETF TRUST $339.27万0.01%29,641 6,15926.2% $70.49万 加仓
IBTH ISHARES TR $340.67万0.01%152,629 -6,902-4.3% -$15.41万 减仓
WTRG ESSENTIAL UTILS INC $340.92万0.01%96,716 8,6989.9% $30.66万 加仓
GCOW PACER FDS TR $341.72万0.01%77,506 -15,756-16.9% -$69.47万 减仓
NRG NRG ENERGY INC $342.25万0.01%48,082 11,19930.4% $79.71万 加仓
FNF FIDELITY NATL FINL INC $343.69万0.01%76,701 16,95728.4% $75.98万 加仓
ASH ASHLAND INC $344.06万0.01%54,830 -2,504-4.4% -$15.71万 减仓
SIRI SIRIUSXM HOLDINGS INC $344.12万0.01%121,642 5,0604.3% $14.31万 加仓
— SPDR INDEX SHS FDS $345.19万0.01%22,457 -247-1.1% -$3.80万 减仓
BC BRUNSWICK CORP $345.46万0.01%47,623 2,4685.5% $17.90万 加仓
CPB THE CAMPBELLS COMPANY $347.33万0.01%157,376 91,567139.1% $202.09万 加仓
LFUS LITTELFUSE INC $347.99万0.01%9,028 4365.1% $16.81万 加仓
FIS FIDELITY NATL INFORMATION SV $350.13万0.01%83,404 -54,388-39.5% -$228.32万 减仓
VWOB VANGUARD WHITEHALL FDS $350.33万0.01%52,445 2,9415.9% $19.65万 加仓
XBB BONDBLOXX ETF TRUST $350.34万0.01%85,875 85,875— $350.34万 新建仓
MTRN MATERION CORP $351.07万0.01%11,805 -701-5.6% -$20.85万 减仓
KIM KIMCO REALTY CORP $351.07万0.01%141,107 78,659126.0% $195.70万 加仓
IEX IDEX CORP $351.10万0.01%17,449 6,03252.8% $121.37万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $351.79万0.01%37,389 -2,832-7.0% -$26.65万 减仓
ZS ZSCALER INC $352.55万0.01%25,314 3,75117.4% $52.24万 加仓
HSBC HSBC HLDGS PLC $352.59万0.01%48,890 17,59556.2% $126.89万 加仓
DT DYNATRACE INC $353.15万0.01%86,789 56,941190.8% $231.70万 加仓
TM TOYOTA MOTOR CORP $353.79万0.01%20,050 13,269195.7% $234.14万 加仓
ROKU ROKU INC $355.44万0.01%28,039 -8,604-23.5% -$109.07万 减仓
MUSA MURPHY USA INC $355.85万0.01%6,700 -1,430-17.6% -$75.95万 减仓
— AB ACTIVE ETFS INC $357.46万0.01%102,481 -4,209-3.9% -$14.68万 减仓
IYH ISHARES TR $358.08万0.01%52,744 -647-1.2% -$4.39万 减仓
EMXC ISHARES INC $358.84万0.01%36,501 5,26416.9% $51.75万 加仓
SGOL ETFS GOLD TR $358.86万0.01%91,733 1,2421.4% $4.86万 加仓
MFC MANULIFE FINL CORP $359.61万0.01%87,093 10,02513.0% $41.39万 加仓
OZK BANK OZK LITTLE ROCK ARK $359.73万0.01%79,703 51,364181.2% $231.82万 加仓
GAP GAP INC $362.66万0.01%197,829 -19,438-8.9% -$35.63万 减仓
SUSB ISHARES TR $362.91万0.01%146,040 8,0665.8% $20.04万 加仓
CHD CHURCH & DWIGHT CO INC $363.64万0.01%40,316 12,84546.8% $115.86万 加仓
EVRG EVERGY INC $363.82万0.01%42,447 7,17520.3% $61.50万 加仓
BHP BHP BILLITON LIMITED $363.92万0.01%44,555 -10,793-19.5% -$88.16万 减仓
— ETFIS SER TR I $364.37万0.01%68,536 68,536— $364.37万 新建仓
QDPL PACER FDS TR $364.45万0.01%79,367 13,00919.6% $59.74万 加仓
POOL POOL CORP $364.56万0.01%17,323 11,864217.3% $249.67万 加仓
AGX ARGAN INC $364.58万0.01%6,199 60910.9% $35.82万 加仓
EMBX VANECK FDS $364.63万0.01%71,065 3,2794.8% $16.82万 加仓
REVS COLUMBIA ETF TR I $366.49万0.01%112,939 1,3981.3% $4.54万 加仓
PFEB INNOVATOR ETFS TRUST $366.50万0.01%84,661 1,9412.3% $8.40万 加仓
IBDU ISHARES TR $366.77万0.01%159,049 42,64936.6% $98.35万 加仓
NJR NEW JERSEY RES CORP $367.10万0.01%62,891 -1,651-2.6% -$9.64万 减仓
MANH MANHATTAN ASSOCIATES INC $367.30万0.01%25,381 -418-1.6% -$6.05万 减仓
FTLS FIRST TR EXCH TRADED FD III $367.97万0.01%49,253 -3,390-6.4% -$25.33万 减仓
MELI MERCADOLIBRE INC $368.59万0.01%9,023 1241.4% $5.07万 加仓
MGM MGM RESORTS INTERNATIONAL $371.77万0.01%79,302 25,47947.3% $119.45万 加仓
W WAYFAIR INC $371.84万0.01%46,340 24,711114.2% $198.28万 加仓
JBBB JANUS DETROIT STR TR $371.95万0.01%78,454 28,69157.7% $136.02万 加仓
VMI VALMONT INDS INC $372.96万0.01%8,848 1,11514.4% $47.00万 加仓
WSM WILLIAMS SONOMA INC $374.31万0.01%16,880 1,4219.2% $31.51万 加仓