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
GVI ISHARES TR $439.33万0.01%41,642 -7,353-15.0% -$77.58万 减仓
IBDS ISHARES TR $440.38万0.01%182,351 38,25226.5% $92.38万 加仓
SWK STANLEY BLACK & DECKER INC $440.82万0.01%52,536 8,88920.4% $74.59万 加仓
VOOV VANGUARD ADMIRAL FDS INC $442.13万0.01%19,872 -12,257-38.1% -$272.70万 减仓
HGER HARBOR ETF TRUST $444.41万0.01%145,375 -442-0.3% -$1.35万 减仓
SNY SANOFI SA $444.61万0.01%102,210 -4,678-4.4% -$20.35万 减仓
PXF INVESCO EXCH TRADED FD TR II $445.56万0.01%58,572 5,42010.2% $41.23万 加仓
FANG DIAMONDBACK ENERGY INC $445.76万0.01%24,307 -125-0.5% -$2.29万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $445.77万0.01%47,724 3,3427.5% $31.22万 加仓
LDOS LEIDOS HOLDINGS INC $445.91万0.01%41,666 1,4323.6% $15.33万 加仓
HTFL HEARTFLOW INC $446.77万0.01%167,206 33,21524.8% $88.75万 加仓
NIC NICOLET BANKSHARES INC $447.56万0.01%27,277 6,52631.4% $107.08万 加仓
DXCM DEXCOM INC $447.75万0.01%77,644 2,9143.9% $16.80万 加仓
PZA INVESCO EXCH TRADED FD TR II $449.24万0.01%191,575 5,0962.7% $11.95万 加仓
QDF FLEXSHARES TR $449.90万0.01%49,637 -2,419-4.6% -$21.93万 减仓
ADM ARCHER DANIELS MIDLAND CO $449.92万0.01%59,149 8,93817.8% $67.99万 加仓
CPAY CORPAY INC $452.65万0.01%13,989 6,74793.2% $218.32万 加仓
IGLB ISHARES TR $453.34万0.01%92,595 26,38839.9% $129.20万 加仓
VRSK VERISK ANALYTICS INC $453.81万0.01%25,988 -18,232-41.2% -$318.37万 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $454.33万0.01%84,937 -27,438-24.4% -$146.77万 减仓
DES WISDOMTREE TR $454.71万0.01%113,225 -1,315-1.1% -$5.28万 减仓
CPRT COPART INC $455.30万0.01%181,302 6,0593.5% $15.22万 加仓
ARES ARES MANAGEMENT CORPORATION $455.68万0.01%37,409 6,03419.2% $73.50万 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $456.03万0.01%32,310 3851.2% $5.43万 加仓
DEO DIAGEO PLC $456.05万0.01%75,601 -13,897-15.5% -$83.83万 减仓
AEM AGNICO EAGLE MINES LTD $456.05万0.01%31,051 -12-0.0% -$1,762 减仓
GDMA EA SERIES TRUST $457.61万0.01%109,423 2,7452.6% $11.48万 加仓
SEIM SEI EXCHANGE TRADED FUNDS $457.77万0.01%83,333 -1,204-1.4% -$6.61万 减仓
BJUL INNOVATOR ETFS TRUST $458.06万0.01%83,725 78,6321,543.9% $430.20万 加仓
FHN FIRST HORIZON CORPORATION $458.60万0.01%190,625 33,75521.5% $81.21万 加仓
PNR PENTAIR PLC $463.25万0.01%60,801 16,55337.4% $126.12万 加仓
PY PRINCIPAL EXCHANGE TRADED FD $464.24万0.01%84,270 3,0423.7% $16.76万 加仓
XAR SPDR SERIES TRUST $464.63万0.01%17,117 2,31215.6% $62.76万 加仓
HEFA ISHARES TR $465.07万0.01%100,361 -56-0.1% -$2,595 减仓
AXSM AXSOME THERAPEUTICS INC. $465.71万0.01%19,919 7393.9% $17.28万 加仓
UNM UNUM GROUP $465.86万0.01%55,711 9,16019.7% $76.60万 加仓
PPL PPL CORP $466.59万0.01%139,683 53,27961.7% $177.97万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $466.81万0.01%125,620 -570-0.5% -$2.12万 减仓
IJK ISHARES TR $469.11万0.01%41,110 3,2818.7% $37.44万 加仓
AMKR AMKOR TECHNOLOGY INC $470.21万0.01%73,358 10,46216.6% $67.06万 加仓
ONTO ONTO INNOVATION INC $471.31万0.01%28,067 1,4555.5% $24.43万 加仓
CGNX COGNEX CORP $472.02万0.01%76,710 9,02413.3% $55.53万 加仓
WPM WHEATON PRECIOUS METALS CORP $472.70万0.01%42,953 -550-1.3% -$6.05万 减仓
BKDV BNY MELLON ETF TRUST II $472.85万0.01%139,896 -72,632-34.2% -$245.50万 减仓
PCEF INVESCO EXCH TRADED FD TR II $474.50万0.01%233,056 48,75326.5% $99.26万 加仓
CHTR CHARTER COMMUNICATIONS INC $475.48万0.01%39,174 31,472408.6% $382.00万 加仓
XLP SELECT SECTOR SPDR TR $475.51万0.01%59,258 2,4204.3% $19.42万 加仓
TNL TRAVEL PLUS LEISURE CO $476.16万0.01%68,457 6,1479.9% $42.76万 加仓
IBDR ISHARES TR $476.69万0.01%197,059 -7,457-3.6% -$18.04万 减仓
SOFI SOFI TECHNOLOGIES INC $477.16万0.01%254,077 -16,845-6.2% -$31.63万 减仓
RY ROYAL BK CDA $477.46万0.01%22,619 -690-3.0% -$14.56万 减仓
SEIV SEI EXCHANGE TRADED FUNDS $479.18万0.01%98,943 4,1214.3% $19.96万 加仓
ESML ISHARES TR $479.87万0.01%87,783 -1,216-1.4% -$6.65万 减仓
AR ANTERO RESOURCES CORP $480.29万0.01%163,670 46,54239.7% $136.58万 加仓
OGE OGE ENERGY CORP $481.25万0.01%108,319 66,494159.0% $295.43万 加仓
SCHH SCHWAB STRATEGIC TR $481.88万0.01%201,709 -13,270-6.2% -$31.70万 减仓
VFH VANGUARD WORLD FD $482.15万0.01%53,420 -644-1.2% -$5.81万 减仓
ALGN ALIGN TECHNOLOGY INC $482.24万0.01%30,195 1,1504.0% $18.37万 加仓
PODD INSULET CORP $482.34万0.01%32,910 14,91082.8% $218.52万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $482.50万0.01%60,005 -35,421-37.1% -$284.82万 减仓
THC TENET HEALTHCARE CORP $482.52万0.01%24,746 -10,055-28.9% -$196.06万 减仓
ULST SSGA ACTIVE ETF TR $482.55万0.01%119,635 -1,617-1.3% -$6.52万 减仓
EXE EXPAND ENERGY CORPORATION $482.62万0.01%61,929 6,08710.9% $47.44万 加仓
NBTB NBT BANCORP INC $482.83万0.01%96,029 -7,478-7.2% -$37.60万 减仓
SYF SYNCHRONY FINANCIAL $484.30万0.01%72,910 4480.6% $2.98万 加仓
XPEL XPEL INC $484.50万0.01%108,900 10,33010.5% $45.96万 加仓
SFLR INNOVATOR ETFS TRUST $484.82万0.01%124,761 8,0146.9% $31.14万 加仓
FFSM FIDELITY COVINGTON TRUST $485.13万0.01%131,507 33,35834.0% $123.06万 加仓
HYG ISHARES TR $485.39万0.01%60,894 -2,394-3.8% -$19.08万 减仓
HYFI AB ACTIVE ETFS INC $487.44万0.01%131,049 14,07712.0% $52.36万 加仓
VIOG VANGUARD ADMIRAL FDS INC $487.45万0.01%32,531 2,3927.9% $35.84万 加仓
SSNC SS&C TECH HLDGS $487.62万0.01%84,037 44,754113.9% $259.68万 加仓
GGOV BLACKROCK ETF TRUST II $488.10万0.01%97,289 97,289— $488.10万 新建仓
FR FIRST INDL RLTY TR INC $488.34万0.01%80,366 11,13316.1% $67.65万 加仓
ESGE ISHARES INC $488.66万0.01%91,220 20,61829.2% $110.45万 加仓
WST WEST PHARMACEUTICAL SVSC INC $488.68万0.01%14,417 2,72523.3% $92.37万 加仓
PR PERMIAN RESOURCES CORP $489.33万0.01%271,232 60,03828.4% $108.32万 加仓
APO APOLLO GLOBAL MGMT INC $490.31万0.01%40,743 6,99420.7% $84.17万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $494.47万0.01%141,227 2,3131.7% $8.10万 加仓
RCL ROYAL CARIBBEAN GROUP $495.96万0.01%17,379 -132-0.8% -$3.77万 减仓
WDAY WORKDAY INC $497.18万0.01%35,781 5,46018.0% $75.87万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $497.26万0.01%21,846 7,99857.8% $182.05万 加仓
CASY CASEYS GEN STORES INC $498.84万0.01%6,085 1,07721.5% $88.29万 加仓
AOR ISHARES TR $500.20万0.01%72,388 13,91323.8% $96.14万 加仓
SHYG ISHARES TR $500.97万0.01%118,658 29,27532.8% $123.60万 加仓
VPU VANGUARD WORLD FD $502.68万0.01%25,624 11,93587.2% $234.13万 加仓
HUBS HUBSPOT INC $503.48万0.01%27,807 6,66231.5% $120.62万 加仓
FPE FIRST TR EXCH TRADED FD III $504.92万0.01%281,604 -16,039-5.4% -$28.76万 减仓
NBXG NEUBERGER NEXT GENERATION $505.75万0.01%313,549 48,06618.1% $77.53万 加仓
WSO WATSCO INC $505.76万0.01%13,176 2,24320.5% $86.10万 加仓
S SENTINELONE INC $506.39万0.01%319,777 69,62727.8% $110.26万 加仓
IT GARTNER INC $506.94万0.01%40,920 -9,569-19.0% -$118.55万 减仓
CR CRANE COMPANY $507.01万0.01%24,406 10,46475.1% $217.38万 加仓
RBC RBC BEARINGS INC $507.12万0.01%9,318 2,93946.1% $159.95万 加仓
POCT INNOVATOR ETFS TRUST $508.07万0.01%108,842 -366,098-77.1% -$1,708.95万 减仓
KHC KRAFT HEINZ CO $508.39万0.01%213,016 55,68135.4% $132.89万 加仓
DOCU DOCUSIGN INC $508.42万0.01%116,479 40,42453.2% $176.45万 加仓
IREN IREN LIMITED $509.11万0.01%123,751 -2,234-1.8% -$9.19万 减仓
AMH AMERICAN HOMES 4 RENT $510.94万0.01%171,746 92,318116.2% $274.65万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $512.78万0.01%48,396 1,7673.8% $18.72万 加仓