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
ZTS ZOETIS INC $374.65万0.01%83,719 6,5998.6% $29.53万 加仓
JMSI J P MORGAN EXCHANGE TRADED F $375.35万0.01%75,010 36,94197.0% $184.85万 加仓
ANF ABERCROMBIE & FITCH CO $375.74万0.01%40,371 29,772280.9% $277.09万 加仓
CMS CMS ENERGY CORP $375.81万0.01%52,542 14,49438.1% $103.67万 加仓
FENI FIDELITY COVINGTON TRUST $376.23万0.01%93,311 18,68825.0% $75.35万 加仓
SLQD ISHARES TR $376.65万0.01%75,134 3,7425.2% $18.76万 加仓
PNW PINNACLE WEST CAP CORP $377.08万0.01%36,816 7,88227.2% $80.73万 加仓
— HEWLETT PACKARD ENTERPRISE C $377.56万0.01%30,169 -1,350-4.3% -$16.90万 减仓
NU NU HLDGS LTD $378.32万0.01%274,940 -15,542-5.4% -$21.39万 减仓
L LOEWS CORP $379.01万0.01%38,138 19,276102.2% $191.56万 加仓
DAR DARLING INGREDIENTS INC $379.07万0.01%68,112 -990-1.4% -$5.51万 减仓
SCHJ SCHWAB STRATEGIC TR $380.02万0.01%154,856 -5,966-3.7% -$14.64万 减仓
PCY INVESCO EXCH TRADED FD TR II $380.42万0.01%176,774 -21,432-10.8% -$46.12万 减仓
GDDY GODADDY INC $380.50万0.01%53,697 40,154296.5% $284.53万 加仓
APTV APTIV PLC $381.19万0.01%66,609 8,23414.1% $47.12万 加仓
ALLY ALLY FINL INC $381.92万0.01%91,266 38,22672.1% $159.96万 加仓
RPM RPM INTL INC $382.32万0.01%39,760 4,40912.5% $42.40万 加仓
SYFI AB ACTIVE ETFS INC $382.97万0.01%107,577 -159,911-59.8% -$569.28万 减仓
SUSC ISHARES TR $384.85万0.01%168,242 69,66370.7% $159.35万 加仓
VFC V F CORP $385.31万0.01%251,059 -68,103-21.3% -$104.52万 减仓
EDIV SPDR INDEX SHS FDS $385.58万0.01%91,936 7,8939.4% $33.10万 加仓
PGX INVESCO EXCH TRADED FD TR II $386.45万0.01%356,176 -19,339-5.1% -$20.98万 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $388.25万0.01%54,776 2,3654.5% $16.76万 加仓
IGM ISHARES TR $390.69万0.01%24,176 -2,897-10.7% -$46.82万 减仓
EMB ISHARES TR $391.15万0.01%40,749 1,8194.7% $17.46万 加仓
LVS LAS VEGAS SANDS CORP $392.55万0.01%84,075 -66,433-44.1% -$310.18万 减仓
DLR DIGITAL RLTY TR INC $393.47万0.01%21,810 1,5127.4% $27.28万 加仓
VCR VANGUARD WORLD FD $395.09万0.01%13,398 6755.3% $19.90万 加仓
VLUE ISHARES TR $397.23万0.01%20,332 1,6368.8% $31.96万 加仓
CART MAPLEBEAR INC $398.66万0.01%82,384 2,7203.4% $13.16万 加仓
AES AES CORP $398.87万0.01%286,041 94,63349.4% $131.96万 加仓
PAA PLAINS ALL AMERN PIPELINE L $400.39万0.01%174,921 19,83912.8% $45.41万 加仓
PID INVESCO EXCHANGE TRADED FD T $401.15万0.01%177,344 -411-0.2% -$9,297 减仓
IBDT ISHARES TR $403.68万0.01%160,511 41,04134.4% $103.22万 加仓
CP CANADIAN PACIFIC KANSAS CITY $404.77万0.01%221,591 2,6901.2% $4.91万 加仓
NATL NCR ATLEOS CORPORATION $404.82万0.01%90,101 -129,340-58.9% -$581.12万 减仓
FJP FIRST TR EXCH TRD ALPHDX FD $404.99万0.01%52,877 -1,135-2.1% -$8.69万 减仓
AX AXOS FINANCIAL INC $405.16万0.01%41,598 1,7194.3% $16.74万 加仓
ROP ROPER TECHNOLOGIES INC $405.62万0.01%11,397 -13,816-54.8% -$491.72万 减仓
HRB BLOCK H & R INC $406.10万0.01%113,628 79,463232.6% $284.00万 加仓
IRDM IRIDIUM COMMUNICATIONS INC $406.41万0.01%89,240 35,17965.1% $160.21万 加仓
THG HANOVER INS GROUP INC $406.48万0.01%20,733 7,54657.2% $147.94万 加仓
P EVERPURE INC $406.66万0.01%55,828 3,5556.8% $25.90万 加仓
CWST CASELLA WASTE SYS INC $407.20万0.01%42,057 1,5303.8% $14.81万 加仓
CATY CATHAY GEN BANCORP $407.98万0.01%65,814 4790.7% $2.97万 加仓
QFLR INNOVATOR ETFS TRUST $408.14万0.01%112,313 9,0528.8% $32.89万 加仓
STRL STERLING INFRASTRUCTURE INC $408.46万0.01%5,987 -992-14.2% -$67.68万 减仓
DFEM DIMENSIONAL ETF TRUST $409.77万0.01%117,393 73,572167.9% $256.81万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $410.00万0.01%18,651 8,21278.7% $180.52万 加仓
DLTR DOLLAR TREE INC $410.02万0.01%38,571 9,92934.7% $105.55万 加仓
TREX TREX INC $410.50万0.01%98,472 34,99755.1% $145.89万 加仓
SPYI NEOS ETF TRUST $410.54万0.01%76,450 13,68021.8% $73.46万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $411.14万0.01%13,753 6,24883.3% $186.78万 加仓
IQLT ISHARES TR $411.76万0.01%83,084 4,3075.5% $21.35万 加仓
MLPA GLOBAL X FDS $413.54万0.01%76,439 13,32521.1% $72.09万 加仓
DECK DECKERS OUTDOOR CORP $414.96万0.01%42,913 -9,102-17.5% -$88.01万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $416.02万0.01%74,804 -6,282-7.7% -$34.94万 减仓
ESS ESSEX PPTY TR INC $418.47万0.01%15,297 5,76660.5% $157.74万 加仓
HLI HOULIHAN LOKEY INC $419.07万0.01%30,967 4,64517.6% $62.86万 加仓
IVOV VANGUARD ADMIRAL FDS INC $420.08万0.01%37,120 5,37816.9% $60.86万 加仓
HYMB SPDR SERIES TRUST $420.73万0.01%166,558 1,8911.1% $4.78万 加仓
VTIP VANGUARD MALVERN FDS $420.85万0.01%84,781 8,51311.2% $42.26万 加仓
EWJ ISHARES INC $421.18万0.01%44,546 5,87715.2% $55.57万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $421.18万0.01%153,941 7,7305.3% $21.15万 加仓
RHI ROBERT HALF INC. $421.24万0.01%139,914 30,43427.8% $91.63万 加仓
VYMI VANGUARD WHITEHALL FDS $421.64万0.01%41,925 5,71415.8% $57.47万 加仓
LSTR LANDSTAR SYS INC $421.77万0.01%21,876 5,97137.5% $115.12万 加仓
EFAA INVESCO ACTIVELY MANAGED EXC $421.81万0.01%75,391 10,88416.9% $60.90万 加仓
XGDVX GABELLI DIVID & INCOME TR $422.75万0.01%142,435 13,99510.9% $41.54万 加仓
VDE VANGUARD WORLD FD $422.98万0.01%30,473 -2,641-8.0% -$36.66万 减仓
U UNITY SOFTWARE INC $424.92万0.01%153,751 137,654855.2% $380.43万 加仓
TBLL INVESCO EXCH TRADED FD TR II $424.96万0.01%40,204 -11,879-22.8% -$125.56万 减仓
SCHK SCHWAB STRATEGIC TR $425.07万0.01%116,778 -7,537-6.1% -$27.43万 减仓
DOC HEALTHPEAK PROPERTIES INC $425.25万0.01%196,421 -5,233-2.6% -$11.33万 减仓
SSB SOUTHSTATE BK CORP $427.01万0.01%45,665 12,29736.9% $114.99万 加仓
NWSA NEWS CORP NEW $427.10万0.01%176,802 90,073103.9% $217.59万 加仓
RSPN INVESCO EXCHANGE TRADED FD T $427.31万0.01%67,623 -3,813-5.3% -$24.09万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $427.68万0.01%341,825 -85,876-20.1% -$107.45万 减仓
IP INTERNATIONAL PAPER CO $429.23万0.01%123,072 52,03673.3% $181.48万 加仓
BALL BALL CORP $429.27万0.01%74,843 6,1909.0% $35.50万 加仓
BMO BANK MONTREAL MEDIUM 看跌期权 $429.50万0.01%24,000 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $431.34万0.01%29,250 -7,727-20.9% -$113.95万 减仓
MPLX MPLX LP $431.36万0.01%75,744 -38,190-33.5% -$217.49万 减仓
BMNR BITMINE IMMERSION TECHS INC $432.89万0.01%288,976 60,05026.2% $89.95万 加仓
ICVT ISHARES TR $433.43万0.01%36,756 -521-1.4% -$6.14万 减仓
— AMPLIFY ETF TR $433.66万0.01%86,392 3,5674.3% $17.91万 加仓
PBF PBF ENERGY INC $434.03万0.01%90,689 40,41880.4% $193.44万 加仓
EMNT PIMCO ETF TR $434.26万0.01%43,972 8732.0% $8.62万 加仓
IHDG WISDOMTREE TR $435.12万0.01%82,849 -6,988-7.8% -$36.70万 减仓
DVYE ISHARES INC $435.27万0.01%130,908 9,7818.1% $32.52万 加仓
USFD US FOODS HLDG CORP $435.44万0.01%45,580 1,7894.1% $17.09万 加仓
DSI ISHARES TR $435.46万0.01%30,473 17,057127.1% $243.74万 加仓
MPWR MONOLITHIC PWR SYS INC $435.81万0.01%13,517 3933.0% $12.67万 加仓
— WARNER BROS DISCOVERY INC $437.07万0.01%177,016 53,24143.0% $131.46万 加仓
HAS HASBRO INC $437.12万0.01%59,992 -6,123-9.3% -$44.61万 减仓
KNG FIRST TR EXCHANGE-TRADED FD $437.19万0.01%85,740 -88,533-50.8% -$451.43万 减仓
— STRATEGY SHS $437.92万0.01%140,189 28,20425.2% $88.10万 加仓
IWY ISHARES TR $438.53万0.01%15,097 -9,969-39.8% -$289.57万 减仓
CBZ CBIZ INC $438.53万0.01%116,044 4,4544.0% $16.83万 加仓
IBDV ISHARES TR $439.08万0.01%202,809 52,28534.7% $113.20万 加仓