WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $848.89万 | 0.02% | 174,273 | 32,186 | 22.7% | $156.78万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $850.35万 | 0.02% | 25,213 | 632 | 2.6% | $21.32万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $851.93万 | 0.02% | 18,772 | -3,170 | -14.4% | -$143.86万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $852.43万 | 0.02% | 354,854 | 106,504 | 42.9% | $255.85万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $852.91万 | 0.02% | 161,657 | -254,874 | -61.2% | -$1,344.72万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $856.41万 | 0.02% | 214,962 | 10,904 | 5.3% | $43.44万 | 加仓 |
| GQI | NATIXIS ETF TR | $857.90万 | 0.02% | 156,319 | 11,438 | 7.9% | $62.77万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $862.30万 | 0.02% | 187,823 | -99,369 | -34.6% | -$456.20万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $862.32万 | 0.02% | 39,627 | -38,963 | -49.6% | -$847.87万 | 减仓 |
| FIVE | FIVE BELOW INC | $863.93万 | 0.02% | 40,736 | 17,153 | 72.7% | $363.78万 | 加仓 |
| MTZ | MASTEC INC | $865.94万 | 0.02% | 40,128 | 19,009 | 90.0% | $410.21万 | 加仓 |
| SMH | VANECK ETF TRUST | $866.70万 | 0.02% | 22,092 | -12,981 | -37.0% | -$509.26万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $867.98万 | 0.02% | 38,072 | 24,109 | 172.7% | $549.64万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $868.17万 | 0.02% | 13,692 | 25 | 0.2% | $1.59万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $870.18万 | 0.02% | 44,834 | -10,672 | -19.2% | -$207.13万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $871.97万 | 0.02% | 175,942 | -175,416 | -49.9% | -$869.36万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $872.00万 | 0.02% | 69,443 | -21,283 | -23.5% | -$267.25万 | 减仓 |
| PTLC | PACER FDS TR | $875.63万 | 0.02% | 166,279 | -28,476 | -14.6% | -$149.95万 | 减仓 |
| TRGP | TARGA RES CORP | $875.70万 | 0.02% | 58,502 | 19,325 | 49.3% | $289.27万 | 加仓 |
| IDT | IDT CORP | $879.36万 | 0.02% | 181,423 | -149,039 | -45.1% | -$722.39万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $881.13万 | 0.02% | 119,576 | -36,109 | -23.2% | -$266.08万 | 减仓 |
| RL | RALPH LAUREN CORP | $882.04万 | 0.02% | 30,079 | 9,618 | 47.0% | $282.04万 | 加仓 |
| — | THE ALGER ETF TRUST | $883.63万 | 0.02% | 449,456 | -893,784 | -66.5% | -$1,757.18万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $887.04万 | 0.02% | 56,172 | 9,635 | 20.7% | $152.15万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $893.44万 | 0.02% | 235,301 | -170,854 | -42.1% | -$648.73万 | 减仓 |
| BBY | BEST BUY INC | $893.80万 | 0.02% | 152,055 | -25,288 | -14.3% | -$148.65万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $897.28万 | 0.02% | 359,919 | -88,285 | -19.7% | -$220.09万 | 减仓 |
| IDV | ISHARES TR | $905.45万 | 0.02% | 211,702 | 5,239 | 2.5% | $22.41万 | 加仓 |
| SRE | SEMPRA | $907.24万 | 0.02% | 91,456 | -32,383 | -26.1% | -$321.24万 | 减仓 |
| CRH | CRH PLC | $907.41万 | 0.02% | 184,726 | 1,674 | 0.9% | $8.22万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $909.38万 | 0.02% | 265,744 | 238,362 | 870.5% | $815.67万 | 加仓 |
| CHWY | CHEWY INC | $909.90万 | 0.02% | 357,479 | -19,504 | -5.2% | -$49.64万 | 减仓 |
| SNOW | SNOWFLAKE INC | $910.46万 | 0.02% | 67,924 | -29,473 | -30.3% | -$395.06万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $910.48万 | 0.02% | 150,791 | 88,823 | 143.3% | $536.31万 | 加仓 |
| AAUS | EA SERIES TRUST | $912.07万 | 0.02% | 172,768 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $914.24万 | 0.02% | 42,527 | 35,159 | 477.2% | $755.84万 | 加仓 |
| MDB | MONGODB INC | $919.66万 | 0.02% | 38,281 | 10,966 | 40.1% | $263.45万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $923.91万 | 0.02% | 107,306 | 84,719 | 375.1% | $729.43万 | 加仓 |
| RIO | RIO TINTO PLC | $924.16万 | 0.02% | 97,847 | -8,873 | -8.3% | -$83.81万 | 减仓 |
| IOT | SAMSARA INC | $924.19万 | 0.02% | 286,483 | -8,978 | -3.0% | -$28.96万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $924.79万 | 0.02% | 25,367 | 2,002 | 8.6% | $72.99万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $926.01万 | 0.02% | 20,845 | -16,919 | -44.8% | -$751.61万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $926.84万 | 0.02% | 346,352 | 2,197 | 0.6% | $5.88万 | 加仓 |
| NTAP | NETAPP INC | $926.99万 | 0.02% | 92,599 | 19,856 | 27.3% | $198.77万 | 加仓 |
| ALLE | ALLEGION PLC | $928.78万 | 0.02% | 67,721 | 28,309 | 71.8% | $388.25万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $929.50万 | 0.02% | 124,415 | -29,224 | -19.0% | -$218.33万 | 减仓 |
| LQD | ISHARES TR | $931.48万 | 0.02% | 85,363 | -84,684 | -49.8% | -$924.07万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $932.55万 | 0.02% | 198,205 | -64,587 | -24.6% | -$303.88万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $932.96万 | 0.02% | 75,782 | -31,370 | -29.3% | -$386.20万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $933.58万 | 0.02% | 80,289 | 25,896 | 47.6% | $301.11万 | 加仓 |
| TXT | TEXTRON INC | $934.27万 | 0.02% | 119,151 | 25,821 | 27.7% | $202.46万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $934.42万 | 0.02% | 213,240 | -174,953 | -45.1% | -$766.64万 | 减仓 |
| ANGL | VANECK ETF TRUST | $936.03万 | 0.02% | 324,896 | -89,178 | -21.5% | -$256.92万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $936.82万 | 0.02% | 19,159 | 7,787 | 68.5% | $380.76万 | 加仓 |
| PLD | PROLOGIS INC. | $938.55万 | 0.02% | 73,531 | -8,523 | -10.4% | -$108.79万 | 减仓 |
| HAL | HALLIBURTON CO | $938.61万 | 0.02% | 273,327 | 47,896 | 21.2% | $164.48万 | 加仓 |
| AME | AMETEK INC | $942.53万 | 0.02% | 48,273 | -87,776 | -64.5% | -$1,713.83万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $945.76万 | 0.02% | 157,886 | 69,326 | 78.3% | $415.27万 | 加仓 |
| NKE | NIKE INC | $946.43万 | 0.02% | 214,173 | -137,811 | -39.2% | -$608.99万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $946.91万 | 0.02% | 267,488 | -36,715 | -12.1% | -$129.97万 | 减仓 |
| ACWX | ISHARES TR | $947.12万 | 0.02% | 137,402 | 34,864 | 34.0% | $240.32万 | 加仓 |
| HSY | HERSHEY CO | $950.79万 | 0.02% | 55,186 | -7,904 | -12.5% | -$136.18万 | 减仓 |
| ES | EVERSOURCE ENERGY | $951.69万 | 0.02% | 146,419 | 44,547 | 43.7% | $289.54万 | 加仓 |
| IDEV | ISHARES TR | $951.70万 | 0.02% | 112,814 | -66,207 | -37.0% | -$558.52万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $952.58万 | 0.02% | 172,569 | -101,161 | -37.0% | -$558.41万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $953.32万 | 0.02% | 386,395 | -328,596 | -46.0% | -$810.72万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $956.12万 | 0.02% | 94,900 | -57,379 | -37.7% | -$578.09万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $958.96万 | 0.02% | 219,441 | -165,152 | -42.9% | -$721.71万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $960.78万 | 0.02% | 60,651 | -93,947 | -60.8% | -$1,488.22万 | 减仓 |
| IWS | ISHARES TR | $963.15万 | 0.02% | 65,325 | -24,566 | -27.3% | -$362.20万 | 减仓 |
| NTRA | NATERA INC | $966.17万 | 0.02% | 51,147 | 5,312 | 11.6% | $100.34万 | 加仓 |
| OAIM | UNIFIED SER TR | $968.18万 | 0.02% | 223,198 | -13,275 | -5.6% | -$57.58万 | 减仓 |
| SLV | ISHARES SILVER TR | $970.66万 | 0.02% | 147,539 | -69,282 | -32.0% | -$455.81万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $973.93万 | 0.02% | 69,881 | -20,496 | -22.7% | -$285.65万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $976.95万 | 0.02% | 90,045 | 817 | 0.9% | $8.86万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $977.57万 | 0.02% | 196,931 | -88,550 | -31.0% | -$439.56万 | 减仓 |
| LRGF | ISHARES TR | $979.27万 | 0.02% | 147,259 | -25,219 | -14.6% | -$167.71万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $981.94万 | 0.02% | 161,001 | 69,429 | 75.8% | $423.45万 | 加仓 |
| RKLB | ROCKET LAB CORP | $986.56万 | 0.02% | 145,661 | -283,056 | -66.0% | -$1,917.14万 | 减仓 |
| EQIX | EQUINIX INC | $989.46万 | 0.02% | 11,981 | 4,706 | 64.7% | $388.65万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,001.84万 | 0.02% | 208,369 | -136,578 | -39.6% | -$656.67万 | 减仓 |
| IHI | ISHARES TR | $1,001.94万 | 0.02% | 188,193 | -104,538 | -35.7% | -$556.56万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $1,002.02万 | 0.02% | 250,255 | 192,113 | 330.4% | $769.22万 | 加仓 |
| TLT | ISHARES TR | $1,002.10万 | 0.02% | 115,463 | -52,443 | -31.2% | -$455.15万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $1,007.48万 | 0.02% | 288,427 | -182,862 | -38.8% | -$638.74万 | 减仓 |
| LDUR | PIMCO ETF TR | $1,009.00万 | 0.02% | 105,698 | -87,038 | -45.2% | -$830.87万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,010.32万 | 0.02% | 639,846 | 238,321 | 59.4% | $376.31万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,010.41万 | 0.02% | 129,973 | -305,353 | -70.1% | -$2,373.81万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $1,013.11万 | 0.02% | 77,077 | -47,625 | -38.2% | -$625.99万 | 减仓 |
| SUSA | ISHARES TR | $1,017.39万 | 0.02% | 76,312 | -16,849 | -18.1% | -$224.63万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,017.61万 | 0.02% | 88,565 | -23,509 | -21.0% | -$270.12万 | 减仓 |
| ACWV | ISHARES INC | $1,021.00万 | 0.02% | 85,154 | -15,483 | -15.4% | -$185.64万 | 减仓 |
| CTAS | CINTAS CORP | $1,028.45万 | 0.02% | 58,991 | -55,759 | -48.6% | -$972.10万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,030.55万 | 0.02% | 322,913 | 113,261 | 54.0% | $361.46万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $1,036.42万 | 0.02% | 181,099 | -45,106 | -19.9% | -$258.14万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $1,040.94万 | 0.02% | 83,185 | 22,793 | 37.7% | $285.22万 | 加仓 |
| DLN | WISDOMTREE TR | $1,045.66万 | 0.02% | 116,729 | -40,337 | -25.7% | -$361.34万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,047.37万 | 0.02% | 230,291 | -1,960,901 | -89.5% | -$8,918.19万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,048.32万 | 0.02% | 25,223 | 835 | 3.4% | $34.70万 | 加仓 |
| SYY | SYSCO CORP | $1,062.84万 | 0.02% | 153,248 | -51,282 | -25.1% | -$355.66万 | 减仓 |