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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $2,248.52万 | 0.05% | 403,682 | -188,133 | -31.8% | -$1,047.91万 | 减仓 |
| WTV | WISDOMTREE TR | $2,251.56万 | 0.05% | 237,958 | -113,953 | -32.4% | -$1,078.22万 | 减仓 |
| CRM | SALESFORCE INC | $2,252.95万 | 0.05% | 190,781 | -8,558 | -4.3% | -$101.06万 | 减仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $2,268.63万 | 0.05% | 571,011 | -24,950 | -4.2% | -$99.13万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $2,298.38万 | 0.05% | 491,528 | -301,307 | -38.0% | -$1,408.91万 | 减仓 |
| EAGG | ISHARES TR | $2,302.43万 | 0.05% | 497,773 | -73,231 | -12.8% | -$338.73万 | 减仓 |
| — | DBX ETF TR | $2,309.52万 | 0.05% | 1,003,049 | -930,402 | -48.1% | -$2,142.25万 | 减仓 |
| SUSL | ISHARES TR | $2,319.24万 | 0.05% | 202,161 | -52,278 | -20.5% | -$599.75万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,322.24万 | 0.05% | 88,835 | -61,016 | -40.7% | -$1,595.02万 | 减仓 |
| EQT | EQT CORP | $2,338.47万 | 0.05% | 391,704 | -273,242 | -41.1% | -$1,631.26万 | 减仓 |
| ESGD | ISHARES TR | $2,341.34万 | 0.05% | 244,683 | -7,366 | -2.9% | -$70.48万 | 减仓 |
| DVY | ISHARES TR | $2,359.46万 | 0.05% | 163,287 | -48,846 | -23.0% | -$705.81万 | 减仓 |
| AFL | AFLAC INC | $2,364.78万 | 0.05% | 216,420 | -36,243 | -14.3% | -$396.02万 | 减仓 |
| TEX | TEREX CORP NEW | $2,366.08万 | 0.05% | 416,919 | -534,679 | -56.2% | -$3,034.38万 | 减仓 |
| ECL | ECOLAB INC | $2,377.39万 | 0.05% | 91,506 | -29,768 | -24.5% | -$773.39万 | 减仓 |
| D | DOMINION ENERGY INC | $2,382.23万 | 0.05% | 379,518 | -81,962 | -17.8% | -$514.48万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,382.88万 | 0.05% | 77,540 | -22,911 | -22.8% | -$704.08万 | 减仓 |
| CSX | CSX CORP | $2,386.73万 | 0.05% | 984,773 | 176,538 | 21.8% | $427.86万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $2,387.72万 | 0.05% | 142,262 | 38,502 | 37.1% | $646.22万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,391.99万 | 0.05% | 140,131 | 16,762 | 13.6% | $286.12万 | 加仓 |
| EOG | EOG RES INC | $2,393.39万 | 0.05% | 183,940 | -39,749 | -17.8% | -$517.21万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $2,394.34万 | 0.05% | 870,987 | -670,937 | -43.5% | -$1,844.41万 | 减仓 |
| PCG | PG&E CORP | $2,405.99万 | 0.05% | 1,494,739 | 487,601 | 48.4% | $784.86万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $2,406.24万 | 0.05% | 322,120 | 108,115 | 50.5% | $807.62万 | 加仓 |
| BX | BLACKSTONE INC | $2,411.67万 | 0.05% | 233,763 | -231,850 | -49.8% | -$2,391.93万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,423.18万 | 0.05% | 68,113 | -3,048 | -4.3% | -$108.44万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $2,424.51万 | 0.05% | 949,772 | -671,458 | -41.4% | -$1,714.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,427.80万 | 0.05% | 689,521 | -290,599 | -29.6% | -$1,023.20万 | 减仓 |
| MAS | MASCO CORP | $2,430.41万 | 0.05% | 418,666 | -314,128 | -42.9% | -$1,823.55万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,443.50万 | 0.05% | 302,901 | 33,630 | 12.5% | $271.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,456.26万 | 0.05% | 61,491 | -27,408 | -30.8% | -$1,094.82万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,460.37万 | 0.05% | 510,122 | 46,290 | 10.0% | $223.26万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,460.68万 | 0.05% | 686,190 | -519,506 | -43.1% | -$1,862.95万 | 减仓 |
| PFF | ISHARES TR | $2,471.21万 | 0.05% | 850,228 | -183,510 | -17.8% | -$533.38万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,474.29万 | 0.05% | 940,081 | 332,085 | 54.6% | $874.05万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2,476.08万 | 0.05% | 225,546 | -86,948 | -27.8% | -$954.53万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,479.22万 | 0.05% | 831,115 | 2,653 | 0.3% | $7.91万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $2,483.14万 | 0.05% | 499,826 | -139,316 | -21.8% | -$692.12万 | 减仓 |
| CVS | CVS HEALTH CORP | $2,506.16万 | 0.05% | 367,097 | -68,979 | -15.8% | -$470.92万 | 减仓 |
| SMMU | PIMCO ETF TR | $2,506.66万 | 0.05% | 497,057 | -227,330 | -31.4% | -$1,146.43万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $2,510.80万 | 0.05% | 433,869 | -362,142 | -45.5% | -$2,095.71万 | 减仓 |
| ESUM | STRATEGY SHS | $2,525.59万 | 0.05% | 955,518 | -497,809 | -34.3% | -$1,315.79万 | 减仓 |
| USRT | ISHARES TR | $2,530.15万 | 0.05% | 420,291 | -68,060 | -13.9% | -$409.72万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,553.76万 | 0.05% | 370,701 | 77,100 | 26.3% | $531.14万 | 加仓 |
| INTU | INTUIT | $2,561.14万 | 0.05% | 128,770 | 85,951 | 200.7% | $1,709.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,561.43万 | 0.05% | 94,398 | 19,539 | 26.1% | $530.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,563.66万 | 0.05% | 90,575 | -42,770 | -32.1% | -$1,210.57万 | 减仓 |
| CMI | CUMMINS INC | $2,572.36万 | 0.05% | 48,526 | -3,539 | -6.8% | -$187.60万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,580.68万 | 0.05% | 763,514 | -493,312 | -39.3% | -$1,667.39万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,620.06万 | 0.05% | 284,664 | -70,747 | -19.9% | -$651.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,634.99万 | 0.05% | 343,200 | -185,902 | -35.1% | -$1,427.30万 | 减仓 |
| EIX | EDISON INTL | $2,665.18万 | 0.05% | 394,379 | 95,174 | 31.8% | $643.18万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,665.37万 | 0.05% | 240,818 | -119,053 | -33.1% | -$1,317.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,665.83万 | 0.05% | 242,010 | -40,451 | -14.3% | -$445.58万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,689.64万 | 0.05% | 225,281 | -199,557 | -47.0% | -$2,382.52万 | 减仓 |
| DGRO | ISHARES TR | $2,728.63万 | 0.05% | 388,086 | -191,982 | -33.1% | -$1,349.82万 | 减仓 |
| ESGU | ISHARES TR | $2,744.91万 | 0.06% | 192,355 | -18,026 | -8.6% | -$257.23万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2,752.30万 | 0.06% | 148,588 | -96,521 | -39.4% | -$1,787.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,760.94万 | 0.06% | 365,300 | -152,443 | -29.4% | -$1,152.16万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,769.74万 | 0.06% | 523,382 | -195,815 | -27.2% | -$1,036.25万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,773.91万 | 0.06% | 346,298 | 7,693 | 2.3% | $61.62万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,775.59万 | 0.06% | 569,085 | -15,173 | -2.6% | -$74.00万 | 减仓 |
| UNP | UNION PAC CORP | $2,793.29万 | 0.06% | 181,198 | 24,731 | 15.8% | $381.25万 | 加仓 |
| BLK | BLACKROCK INC | $2,804.32万 | 0.06% | 49,242 | 12,204 | 32.9% | $695.01万 | 加仓 |
| WULF | TERAWULF INC | $2,815.39万 | 0.06% | 1,892,064 | 1,168,209 | 161.4% | $1,738.29万 | 加仓 |
| TFC | TRUIST FINL CORP | $2,820.14万 | 0.06% | 597,995 | -214,393 | -26.4% | -$1,011.08万 | 减仓 |
| — | TWO RDS SHARED TR | $2,840.19万 | 0.06% | 1,818,306 | -1,384,238 | -43.2% | -$2,162.18万 | 减仓 |
| O | REALTY INCOME CORP | $2,843.02万 | 0.06% | 460,409 | -289,240 | -38.6% | -$1,786.05万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $2,843.46万 | 0.06% | 45,685 | -41,266 | -47.5% | -$2,568.42万 | 减仓 |
| BOND | PIMCO ETF TR | $2,852.58万 | 0.06% | 309,290 | -174,572 | -36.1% | -$1,610.08万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,870.17万 | 0.06% | 242,551 | -45,887 | -15.9% | -$542.99万 | 减仓 |
| TLH | ISHARES TR | $2,872.75万 | 0.06% | 285,278 | 93,068 | 48.4% | $937.20万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,873.53万 | 0.06% | 569,919 | -535,815 | -48.5% | -$2,701.58万 | 减仓 |
| FLS | FLOWSERVE CORP | $2,920.01万 | 0.06% | 391,367 | -268,249 | -40.7% | -$2,001.42万 | 减仓 |
| XEL | XCEL ENERGY INC | $2,930.46万 | 0.06% | 366,164 | -206,334 | -36.0% | -$1,651.32万 | 减仓 |
| TOL | TOLL BROTHERS INC | $2,931.97万 | 0.06% | 239,665 | -103,383 | -30.1% | -$1,264.75万 | 减仓 |
| YUM | YUM BRANDS INC | $2,971.07万 | 0.06% | 264,716 | 29,678 | 12.6% | $333.09万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,975.12万 | 0.06% | 1,328,773 | -152,931 | -10.3% | -$342.41万 | 减仓 |
| HDV | ISHARES TR | $2,996.63万 | 0.06% | 223,646 | -43,107 | -16.2% | -$577.59万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $3,008.75万 | 0.06% | 66,005 | -33,152 | -33.4% | -$1,511.19万 | 减仓 |
| USB | US BANCORP DEL | $3,015.35万 | 0.06% | 581,710 | -317,687 | -35.3% | -$1,646.76万 | 减仓 |
| DHR | DANAHER CORPORATION | $3,020.95万 | 0.06% | 163,689 | -62,766 | -27.7% | -$1,158.38万 | 减仓 |
| IUSB | ISHARES TR | $3,023.89万 | 0.06% | 654,806 | 514,005 | 365.1% | $2,373.67万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3,058.04万 | 0.06% | 1,473,918 | 338,055 | 29.8% | $701.39万 | 加仓 |
| LIN | LINDE PLC | $3,110.70万 | 0.06% | 107,265 | 25,711 | 31.5% | $745.62万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3,130.51万 | 0.06% | 127,322 | -30,390 | -19.3% | -$747.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,150.27万 | 0.06% | 838,506 | -356,450 | -29.8% | -$1,339.18万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,188.79万 | 0.06% | 439,705 | 1,392 | 0.3% | $10.09万 | 加仓 |
| SHY | ISHARES TR | $3,191.41万 | 0.06% | 441,671 | -125,855 | -22.2% | -$909.40万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,197.72万 | 0.06% | 415,505 | -77,893 | -15.8% | -$599.46万 | 减仓 |
| NDAQ | NASDAQ INC | $3,258.68万 | 0.07% | 383,871 | 320,496 | 505.7% | $2,720.69万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,263.61万 | 0.07% | 699,896 | -313,936 | -31.0% | -$1,463.88万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,267.88万 | 0.07% | 223,643 | -148,758 | -39.9% | -$2,173.65万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,273.93万 | 0.07% | 137,419 | -17,844 | -11.5% | -$425.12万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,279.05万 | 0.07% | 530,591 | -103,794 | -16.4% | -$641.45万 | 减仓 |
| FIX | COMFORT SYS USA INC | $3,353.21万 | 0.07% | 25,728 | 7,022 | 37.5% | $915.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,370.24万 | 0.07% | 165,200 | -72,837 | -30.6% | -$1,485.95万 | 减仓 |
| NEM | NEWMONT CORP | $3,370.98万 | 0.07% | 304,744 | 23,824 | 8.5% | $263.53万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3,371.39万 | 0.07% | 192,310 | 172,845 | 888.0% | $3,030.14万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,378.72万 | 0.07% | 91,044 | -46,568 | -33.8% | -$1,728.18万 | 减仓 |