13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

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
— GEMINI SPACE STA INC $00.00%0 —— — 申报中断
— INVESCO HIGH INCOME TR II $00.00%0 -11,252-100.0% -$12.67万 清仓
GERN GERON CORP $00.00%0 -92,267-100.0% -$12.18万 清仓
ORC ORCHID IS CAP INC $00.00%0 -15,843-100.0% -$11.88万 清仓
GLXY GALAXY DIGITAL INC. 看涨期权 $00.00%10,600 1001.0% — 加仓
— TIDAL TRUST II $00.00%0 -11,336-100.0% -$11.64万 清仓
PANL PANGAEA LOGISTICS SOLUTION L $00.00%0 -17,092-100.0% -$11.54万 清仓
UAMY UNITED STATES ANTIMONY CORP $00.00%0 —— — 申报中断
— SABA CAPITAL INCOME & OPPORT $00.00%0 -13,346-100.0% -$11.17万 清仓
— NEUBERGER HIGH YIELD ST FD I $00.00%0 -14,117-100.0% -$10.57万 清仓
NGL NGL ENERGY PARTNERS LP $00.00%0 -10,511-100.0% -$10.27万 清仓
TSSI TSS INC DEL $00.00%0 -11,467-100.0% -$10.07万 清仓
SVM SILVERCORP METALS INC $00.00%0 -10,525-100.0% -$9.74万 清仓
— MERCER INTL INC $00.00%0 -42,610-100.0% -$9.63万 清仓
VNET VNET GROUP INC $00.00%0 -10,181-100.0% -$9.46万 清仓
— CPS TECHNOLOGIES CORP $00.00%0 -29,556-100.0% -$9.43万 清仓
— NEW GOLD INC CDA $00.00%0 -8,842-100.0% -$9.33万 清仓
XJQCX NUVEEN CR STRATEGIES INCOME $00.00%0 —— — 申报中断
BGC BGC GROUP INC $00.00%0 —— — 申报中断
CRF CORNERSTONE TOTAL RETURN FD $00.00%0 -11,309-100.0% -$9.15万 清仓
— DENNYS CORP $00.00%0 -14,544-100.0% -$9.05万 清仓
— RIVERNORTH DOUBLELINE STRATE $00.00%0 -10,995-100.0% -$8.75万 清仓
— PIMCO HIGH INCOME FD $00.00%0 -17,379-100.0% -$8.55万 清仓
— ALLSPRING GLOBAL DIVIDEND OP $00.00%0 -14,200-100.0% -$8.43万 清仓
— LIBERTY ALL-STAR GROWTH FD I $00.00%0 -14,498-100.0% -$7.89万 清仓
— FUBOTV INC $00.00%0 -30,511-100.0% -$7.63万 清仓
NIO NIO INC $00.00%0 —— — 申报中断
AEF ABRDN EMERGING MARKETS EX CH $00.00%0 -10,067-100.0% -$7.36万 清仓
— AMERICAN RES CORP $00.00%0 —— — 申报中断
ITB ISHARES TR 看跌期权 $00.00%0 —— — 申报中断
VZLA VIZSLA SILVER CORP $00.00%0 -11,076-100.0% -$6.53万 清仓
— RESOURCES CONNECTION INC $00.00%0 —— — 申报中断
NU NU HLDGS LTD 看涨期权 $00.00%0 —— — 申报中断
FUTU FUTU HLDGS LTD $00.00%0 -342-100.0% -$6.07万 清仓
— WESTERN ASSET HIGH INCOM FD $00.00%0 -13,827-100.0% -$5.79万 清仓
— HYPERFINE INC $00.00%0 -56,625-100.0% -$5.78万 清仓
— CPI AEROSTRUCTURES INC $00.00%0 -13,350-100.0% -$5.58万 清仓
— SENSUS HEALTHCARE INC $00.00%0 -12,078-100.0% -$5.39万 清仓
ITRG INTEGRA RES CORP $00.00%0 -12,933-100.0% -$5.29万 清仓
— CANOPY GROWTH CORP $00.00%0 -27,345-100.0% -$3.23万 清仓
— CANAAN INC $00.00%0 -38,366-100.0% -$3.14万 清仓
— CLEANCORE SOLUTIONS INC $00.00%0 -79,693-100.0% -$2.71万 清仓
— TYLER TEX INDPT SCH DIST $00.00%0 -26,000-100.0% -$2.60万 清仓
— BIOCARDIA INC $00.00%0 —— — 申报中断
SMRT SMARTRENT INC $00.00%0 -11,928-100.0% -$2.23万 清仓
OBT ORANGE CNTY BANCORP INC $00.00%0 -814-100.0% -$2.23万 清仓
— OKYO PHARMA LTD $00.00%0 -10,000-100.0% -$2.12万 清仓
ACH OWENS & MINOR INC NEW $00.00%0 —— — 申报中断
ASTH ASTRANA HEALTH INC $00.00%0 —— — 申报中断
— FORD MTR CO $00.00%0 -16,000-100.0% -$1.70万 清仓
SPXS DIREXION SHS ETF TR 看涨期权 $00.00%0 -48,000-100.0% -$1.68万 清仓
— CARDIOL THERAPEUTICS INC $00.00%0 —— — 申报中断
FIVN FIVE9 INC $00.00%0 -18,000-100.0% -$1.62万 清仓
— DESTINATION XL GROUP INC $00.00%0 -18,191-100.0% -$1.61万 清仓
— COMPUGEN LTD $00.00%0 -10,313-100.0% -$1.60万 清仓
WK WORKIVA INC $00.00%0 -16,000-100.0% -$1.58万 清仓
— DIREXION SHS ETF TR 看涨期权 $00.00%0 -40,000-100.0% -$1.52万 清仓
— NCL CORP LTD $00.00%0 -15,000-100.0% -$1.51万 清仓
— VARONIS SYS INC $00.00%0 -16,000-100.0% -$1.49万 清仓
— LIVE NATION ENTERTAINMENT IN $00.00%0 -14,000-100.0% -$1.48万 清仓
— APPLIED OPTOELECTRONICS INC $00.00%0 -12,000-100.0% -$1.46万 清仓
— BOX INC $00.00%0 -15,000-100.0% -$1.45万 清仓
— COGNITION THERAPEUTICS INC $00.00%0 -10,000-100.0% -$1.41万 清仓
— TWO HARBORS INVENTMENT CORPO $00.00%0 -14,000-100.0% -$1.40万 清仓
ETSY ETSY INC $00.00%0 -12,000-100.0% -$1.23万 清仓
— INNOVIZ TECHNOLOGIES LTD $00.00%0 -10,109-100.0% -$1.19万 清仓
SNAP SNAP INC $00.00%0 —— — 申报中断
VERX VERTEX INC $00.00%0 -12,000-100.0% -$1.13万 清仓
NTNX NUTANIX INC $00.00%0 -10,000-100.0% -$1.13万 清仓
MTH MERITAGE HOMES CORP $00.00%0 —— — 申报中断
RZLV REZOLVE AI PLC 看涨期权 $00.00%0 -10,000-100.0% -$1.08万 清仓
FLG FLAGSTAR BANK NATIONAL ASSOC 看涨期权 $00.00%0 -13,500-100.0% -$8,055 清仓
— ALIGOS THERAPEUTICS INC $00.00%0 0— -$3,500 清仓
SHW SHERWIN WILLIAMS CO 看跌期权 $00.00%16,900 2,03413.7% — 加仓
— ALGOMA STL GROUP INC $00.00%0 -30,000-100.0% -$2,151 清仓
CGNT COGNYTE SOFTWARE LTD $00.00%0 -123-100.0% -$1,156 清仓
— LIBERTY MEDIA CORP DEL $00.00%0 -10,000-100.0% -$600 清仓
NVDA NVIDIA CORPORATION 看涨期权 $00.00%0 —— — 申报中断
AMZN AMAZON COM INC 看跌期权 $00.00%0 —— — 申报中断
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $00.00%0 —— — 申报中断
SPY SPDR S&P 500 ETF TR 看涨期权 $00.00%27,300 -48,592-64.0% — 重新持有
QQQ INVESCO QQQ TR 看涨期权 $00.00%0 —— — 申报中断
USB US BANCORP DEL 看跌期权 $00.00%18,000 17,0821,860.8% — 加仓
MSFT MICROSOFT CORP 看跌期权 $00.00%35,600 6,96624.3% — 重新持有
UPS UNITED PARCEL SERVICE INC 看跌期权 $00.00%20,400 14,591251.2% — 加仓
CRWD CROWDSTRIKE HLDGS INC 看涨期权 $00.00%0 -2,799-100.0% — 清仓
IWM ISHARES TR 看涨期权 $00.00%0 —— — 申报中断
AMD ADVANCED MICRO DEVICES INC 看涨期权 $00.00%0 —— — 申报中断
— EXXON MOBIL CORP 看跌期权 $00.00%0 0— — 清仓
WDC WESTERN DIGITAL CORP 看涨期权 $00.00%0 —— — 申报中断
MO ALTRIA GROUP INC 看涨期权 $00.00%24,800 8,28650.2% — 加仓
JPM JPMORGAN CHASE & CO. 看涨期权 $00.00%0 0— — 清仓
— DEFI TECHNOLOGIES INC 看涨期权 $00.00%14,000 5003.7% — 重新持有
DIA SPDR DOW JONES INDL AVERAGE 看跌期权 $00.00%10,000 10,000— — 新建仓
NEM NEWMONT CORP 看跌期权 $00.00%30,300 30,300— — 新建仓
GLW CORNING INC 看跌期权 $00.00%15,000 15,000— — 新建仓
— NEXTNRG INC $4,5590.00%11,536 11,536— $4,559 新建仓
— ACCURAY INC $6,0770.00%14,633 14,633— $6,077 新建仓
— FRANKLIN STR PPTYS CORP $7,2020.00%10,310 10,310— $7,202 新建仓
— MYOMO INC $7,5880.00%11,326 11,326— $7,588 新建仓