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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $1,067.00万 | 0.02% | 135,495 | 46,211 | 51.8% | $363.90万 | 加仓 |
| RMD | RESMED INC | $1,075.71万 | 0.02% | 47,920 | 41,044 | 596.9% | $921.36万 | 加仓 |
| NYT | NEW YORK TIMES CO | $1,081.32万 | 0.02% | 139,390 | 44,642 | 47.1% | $346.31万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,082.21万 | 0.02% | 294,239 | -178,600 | -37.8% | -$656.89万 | 减仓 |
| WPC | WP CAREY INC | $1,085.27万 | 0.02% | 154,486 | -163,044 | -51.3% | -$1,145.39万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,096.14万 | 0.02% | 115,932 | -118,440 | -50.5% | -$1,119.85万 | 减仓 |
| CLIP | GLOBAL X FDS | $1,096.22万 | 0.02% | 109,501 | -7,638 | -6.5% | -$76.46万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $1,100.68万 | 0.02% | 383,513 | 91,191 | 31.2% | $261.72万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $1,101.40万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $1,108.03万 | 0.02% | 94,058 | 31,458 | 50.3% | $370.58万 | 加仓 |
| CALF | PACER FDS TR | $1,109.35万 | 0.02% | 245,704 | -116,597 | -32.2% | -$526.44万 | 减仓 |
| SHOP | SHOPIFY INC | $1,112.99万 | 0.02% | 162,753 | 16,597 | 11.4% | $113.50万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,115.65万 | 0.02% | 165,009 | -5,213 | -3.1% | -$35.25万 | 减仓 |
| — | BANK MONTREAL MEDIUM | $1,116.13万 | 0.02% | 183,152 | -13,731 | -7.0% | -$83.68万 | 减仓 |
| KKR | KKR & CO INC | $1,123.64万 | 0.02% | 129,586 | -4,549 | -3.4% | -$39.44万 | 减仓 |
| BP | BP PLC | $1,128.87万 | 0.02% | 239,574 | -38,294 | -13.8% | -$180.44万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,129.86万 | 0.02% | 77,670 | -5,844 | -7.0% | -$85.01万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $1,134.79万 | 0.02% | 602,488 | -585,563 | -49.3% | -$1,102.91万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1,140.99万 | 0.02% | 120,984 | 40,627 | 50.6% | $383.15万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,141.74万 | 0.02% | 443,566 | -195,738 | -30.6% | -$503.83万 | 减仓 |
| DG | DOLLAR GEN CORP NEW | $1,143.90万 | 0.02% | 109,025 | 20,689 | 23.4% | $217.07万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,150.61万 | 0.02% | 138,261 | -10,179 | -6.9% | -$84.71万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,153.32万 | 0.02% | 40,500 | -13,854 | -25.5% | -$394.52万 | 减仓 |
| MCO | MOODYS CORP | $1,156.12万 | 0.02% | 49,352 | 21,805 | 79.2% | $510.81万 | 加仓 |
| NUE | NUCOR CORP | $1,164.01万 | 0.02% | 67,495 | -24,070 | -26.3% | -$415.11万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,167.35万 | 0.02% | 383,858 | 232 | 0.1% | $7,055 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,169.70万 | 0.02% | 427,701 | 208,552 | 95.2% | $570.36万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,171.08万 | 0.02% | 90,652 | -116,740 | -56.3% | -$1,508.10万 | 减仓 |
| MLI | MUELLER INDS INC | $1,185.02万 | 0.02% | 115,791 | -10,996 | -8.7% | -$112.53万 | 减仓 |
| GIS | GENERAL MLS INC | $1,193.96万 | 0.02% | 330,981 | 67,515 | 25.6% | $243.55万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1,197.74万 | 0.02% | 111,334 | 29,582 | 36.2% | $318.24万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,201.20万 | 0.02% | 412,785 | -137,597 | -25.0% | -$400.41万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,205.51万 | 0.02% | 130,354 | -142,347 | -52.2% | -$1,316.43万 | 减仓 |
| IMTB | ISHARES TR | $1,209.61万 | 0.02% | 276,482 | -110,423 | -28.5% | -$483.10万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,209.79万 | 0.02% | 49,639 | -8,408 | -14.5% | -$204.92万 | 减仓 |
| VTR | VENTAS INC | $1,213.66万 | 0.02% | 151,743 | 78,271 | 106.5% | $626.02万 | 加仓 |
| CTVA | CORTEVA INC | $1,235.85万 | 0.02% | 248,419 | 76,347 | 44.4% | $379.82万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,247.93万 | 0.03% | 91,114 | 1,540 | 1.7% | $21.09万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,248.08万 | 0.03% | 263,585 | -32,718 | -11.0% | -$154.92万 | 减仓 |
| PHM | PULTE GROUP INC | $1,249.92万 | 0.03% | 208,778 | 155,148 | 289.3% | $928.85万 | 加仓 |
| PAYX | PAYCHEX INC | $1,250.05万 | 0.03% | 141,573 | -60,873 | -30.1% | -$537.49万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,250.29万 | 0.03% | 30,237 | -2,361 | -7.2% | -$97.63万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $1,250.60万 | 0.03% | 416,729 | -242,746 | -36.8% | -$728.48万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,252.13万 | 0.03% | 370,233 | -296,563 | -44.5% | -$1,002.97万 | 减仓 |
| PAAA | PGIM ETF TR | $1,255.20万 | 0.03% | 245,061 | -59,875 | -19.6% | -$306.68万 | 减仓 |
| DOW | DOW INC | $1,258.04万 | 0.03% | 395,214 | 194,669 | 97.1% | $619.67万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,258.30万 | 0.03% | 348,655 | 176,140 | 102.1% | $635.69万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $1,259.64万 | 0.03% | 102,953 | -395 | -0.4% | -$4.83万 | 减仓 |
| TIP | ISHARES TR | $1,263.38万 | 0.03% | 123,114 | -56,626 | -31.5% | -$581.09万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1,266.05万 | 0.03% | 442,986 | -268,200 | -37.7% | -$766.52万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1,266.81万 | 0.03% | 30,911 | -121,116 | -79.7% | -$4,963.65万 | 减仓 |
| IWP | ISHARES TR | $1,275.81万 | 0.03% | 98,755 | -21,168 | -17.7% | -$273.47万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,276.43万 | 0.03% | 275,448 | -216,038 | -44.0% | -$1,001.12万 | 减仓 |
| EME | EMCOR GROUP INC | $1,277.34万 | 0.03% | 18,523 | 6,374 | 52.5% | $439.55万 | 加仓 |
| ILCV | ISHARES TR | $1,290.55万 | 0.03% | 138,049 | 20,221 | 17.2% | $189.04万 | 加仓 |
| TSN | TYSON FOODS INC | $1,293.18万 | 0.03% | 214,010 | 110,241 | 106.2% | $666.15万 | 加仓 |
| INCY | INCYTE CORP | $1,294.66万 | 0.03% | 146,306 | 18,529 | 14.5% | $163.96万 | 加仓 |
| SHEL | SHELL PLC | $1,300.40万 | 0.03% | 142,423 | -177,700 | -55.5% | -$1,622.50万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,305.69万 | 0.03% | 60,855 | -10,418 | -14.6% | -$223.53万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,318.99万 | 0.03% | 417,137 | -10,848 | -2.5% | -$34.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,336.04万 | 0.03% | 97,775 | 29,516 | 43.2% | $403.32万 | 加仓 |
| IWV | ISHARES TR | $1,342.96万 | 0.03% | 35,929 | -6,288 | -14.9% | -$235.03万 | 减仓 |
| ILMN | ILLUMINA INC | $1,344.45万 | 0.03% | 113,057 | 7,820 | 7.4% | $92.99万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $1,350.52万 | 0.03% | 276,180 | -148,330 | -34.9% | -$725.33万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1,353.40万 | 0.03% | 344,728 | 2,575 | 0.8% | $10.11万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,360.72万 | 0.03% | 37,838 | 4,694 | 14.2% | $168.80万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,366.04万 | 0.03% | 111,997 | -70,456 | -38.6% | -$859.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,367.36万 | 0.03% | 327,673 | -63,462 | -16.2% | -$264.82万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,376.14万 | 0.03% | 106,706 | 13,185 | 14.1% | $170.04万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,376.83万 | 0.03% | 154,232 | -43,714 | -22.1% | -$390.23万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,378.36万 | 0.03% | 325,468 | 5,533 | 1.7% | $23.43万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1,383.17万 | 0.03% | 181,328 | 34,469 | 23.5% | $262.93万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,389.60万 | 0.03% | 528,565 | -367,849 | -41.0% | -$967.07万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,404.05万 | 0.03% | 134,133 | 1,837 | 1.4% | $19.23万 | 加仓 |
| STIP | ISHARES TR | $1,413.23万 | 0.03% | 180,449 | -45,418 | -20.1% | -$355.70万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,416.23万 | 0.03% | 95,944 | -60,223 | -38.6% | -$888.95万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,432.03万 | 0.03% | 74,611 | 17,802 | 31.3% | $341.68万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,434.63万 | 0.03% | 85,835 | 31,650 | 58.4% | $528.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,437.49万 | 0.03% | 246,187 | -209,308 | -46.0% | -$1,222.15万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,441.66万 | 0.03% | 60,470 | -31,950 | -34.6% | -$761.71万 | 减仓 |
| GPC | GENUINE PARTS CO | $1,444.20万 | 0.03% | 141,734 | 44,069 | 45.1% | $449.04万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,458.98万 | 0.03% | 156,375 | -82,544 | -34.5% | -$770.13万 | 减仓 |
| MINT | PIMCO ETF TR | $1,465.64万 | 0.03% | 146,024 | -287,271 | -66.3% | -$2,883.33万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1,469.50万 | 0.03% | 78,465 | -5,448 | -6.5% | -$102.03万 | 减仓 |
| DWM | WISDOMTREE TR | $1,469.91万 | 0.03% | 208,173 | -123,719 | -37.3% | -$873.58万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,472.93万 | 0.03% | 106,626 | -23,054 | -17.8% | -$318.47万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,478.25万 | 0.03% | 872,126 | -305,332 | -25.9% | -$517.54万 | 减仓 |
| GWW | WW GRAINGER INC | $1,479.10万 | 0.03% | 13,477 | -40,738 | -75.1% | -$4,470.99万 | 减仓 |
| TER | TERADYNE INC | $1,482.92万 | 0.03% | 53,875 | 11,264 | 26.4% | $310.04万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $1,486.41万 | 0.03% | 320,900 | 211,671 | 193.8% | $980.46万 | 加仓 |
| ICOW | PACER FDS TR | $1,496.83万 | 0.03% | 349,727 | -127,394 | -26.7% | -$545.25万 | 减仓 |
| TPR | TAPESTRY INC | $1,497.46万 | 0.03% | 112,279 | 2,713 | 2.5% | $36.18万 | 加仓 |
| DCI | DONALDSON INC | $1,497.85万 | 0.03% | 175,742 | -40,903 | -18.9% | -$348.62万 | 减仓 |
| ILCG | ISHARES TR | $1,508.56万 | 0.03% | 155,875 | 53,540 | 52.3% | $518.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,511.96万 | 0.03% | 46,767 | -942 | -2.0% | -$30.45万 | 减仓 |
| HACK | AMPLIFY ETF TR | $1,516.22万 | 0.03% | 196,477 | -109,267 | -35.7% | -$843.21万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,521.64万 | 0.03% | 588,870 | -239,727 | -28.9% | -$619.45万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $1,521.83万 | 0.03% | 299,867 | -147,460 | -33.0% | -$748.36万 | 减仓 |
| KR | KROGER CO | $1,525.26万 | 0.03% | 218,150 | -305,772 | -58.4% | -$2,137.90万 | 减仓 |
| MLRG | ISHARES TR | $1,529.12万 | 0.03% | 168,688 | 3,196 | 1.9% | $28.97万 | 加仓 |