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
BILL BILL HOLDINGS INC $8,8950.00%10,000 00.0% — 不变
— AMPHASTAR PHARMACEUTICALS IN $9,0560.00%10,000 00.0% — 不变
— WINNEBAGO INDS INC $9,8890.00%11,000 00.0% — 不变
— DOCGO INC $9,9620.00%17,478 1,4188.8% $808 重新持有
— STARWOOD PPTY TR INC $1.02万0.00%10,000 00.0% — 不变
— PROGRESS SOFTWARE CORP $1.06万0.00%12,000 -7,000-36.8% -$6,164 减仓
AVAV AEROVIRONMENT INC $1.08万0.00%11,000 11,000— $1.08万 新建仓
— MICROCHIP TECHNOLOGY INC. $1.09万0.00%11,000 11,000— $1.09万 新建仓
— AMERICAN WTR CAP CORP $1.10万0.00%11,000 00.0% — 不变
— AMERICAN BITCOIN CORP. $1.10万0.00%12,057 12,057— $1.10万 新建仓
DXCM DEXCOM INC $1.11万0.00%12,000 12,000— $1.11万 新建仓
ETSY ETSY INC $1.12万0.00%12,000 12,000— $1.12万 新建仓
— TEADS HLDG CO $1.15万0.00%16,395 16,395— $1.15万 新建仓
ENOV ENOVIS CORPORATION $1.16万0.00%12,000 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC $1.16万0.00%12,000 -1,000-7.7% -$970 减仓
NET CLOUDFLARE INC $1.19万0.00%10,000 10,000— $1.19万 新建仓
NOG NORTHERN OIL & GAS INC $1.19万0.00%11,000 00.0% — 不变
TDOC TELADOC HEALTH INC $1.24万0.00%13,000 -3,000-18.8% -$2,861 减仓
— SELECTQUOTE INC $1.27万0.00%21,000 5,05031.7% $3,054 重新持有
AKAM AKAMAI TECHNOLOGIES INC $1.28万0.00%11,000 -6,000-35.3% -$6,961 减仓
— SUPER MICRO COMPUTER INC $1.30万0.00%16,000 00.0% — 不变
— GLOBAL PMTS INC $1.31万0.00%15,000 00.0% — 不变
— ATYR PHARMA INC $1.32万0.00%15,578 15,578— $1.32万 新建仓
— FIRSTENERGY CORP $1.32万0.00%12,000 -15,000-55.6% -$1.65万 减仓
— HERON THERAPEUTICS INC $1.33万0.00%16,604 -8,973-35.1% -$7,171 重新持有
BBIO BRIDGEBIO PHARMA INC $1.34万0.00%12,000 00.0% — 不变
— NERDY INC $1.35万0.00%16,499 16,499— $1.35万 新建仓
UPST UPSTART HLDGS INC $1.36万0.00%19,000 5,00035.7% $3,581 加仓
— PPL CAP FDG INC $1.41万0.00%12,000 00.0% — 不变
— HAEMONETICS CORP MASS $1.43万0.00%15,000 4,00036.4% $3,812 重新持有
— MICROVISION INC DEL $1.44万0.00%22,633 22,633— $1.44万 新建仓
— DUKE ENERGY CORP NEW $1.44万0.00%13,000 00.0% — 不变
— ZEVIA PBC $1.45万0.00%12,043 12,043— $1.45万 新建仓
AMC AMC ENTMT HLDGS INC $1.47万0.00%13,097 13,097— $1.47万 新建仓
— DEFI TECHNOLOGIES INC $1.47万0.00%18,600 -10,753-36.6% -$8,517 减仓
— BLACKSTONE MORTGAGE TRUST IN $1.48万0.00%15,000 -50,000-76.9% -$4.93万 减仓
ITRI ITRON INC $1.50万0.00%15,000 1,0007.1% $1,000 加仓
ENPH ENPHASE ENERGY INC $1.51万0.00%17,000 17,000— $1.51万 新建仓
— DEFINITIVE HEALTHCARE CORP $1.52万0.00%14,101 1,95116.1% $2,107 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $1.54万0.00%16,000 00.0% — 不变
— EXPENSIFY INC $1.56万0.00%17,328 4,42134.3% $3,985 重新持有
GWRE GUIDEWIRE SOFTWARE INC $1.59万0.00%16,000 16,000— $1.59万 新建仓
DKNG DRAFTKINGS INC NEW $1.62万0.00%18,000 00.0% — 不变
— THE BEAUTY HEALTH COMPANY $1.63万0.00%17,975 17,975— $1.63万 新建仓
— JELD-WEN HLDG INC $1.64万0.00%14,866 4,42742.4% $4,870 加仓
— RIVIAN AUTOMOTIVE INC $1.65万0.00%17,000 5,00041.7% $4,867 重新持有
— FARADAY FUTURE INTLGT ELEC I $1.67万0.00%70,660 70,660— $1.67万 新建仓
HALO HALOZYME THERAPEUTICS INC $1.75万0.00%17,000 -4,000-19.0% -$4,120 减仓
AFRM AFFIRM HLDGS INC $1.77万0.00%19,000 19,000— $1.77万 新建仓
— VENTAS RLTY LTD PARTNERSHIP $1.83万0.00%12,000 00.0% — 不变
— KALTURA INC $1.84万0.00%15,968 15,968— $1.84万 新建仓
ON ON SEMICONDUCTOR CORP $1.86万0.00%19,000 -7,000-26.9% -$6,836 减仓
— PG&E CORP $1.87万0.00%18,000 2,00012.5% $2,081 加仓
— MAIA BIOTECHNOLOGY INC $1.97万0.00%14,800 00.0% — 不变
LXRX LEXICON PHARMACEUTICALS INC $1.97万0.00%12,388 -1,132-8.4% -$1,800 减仓
— MAXCYTE INC $1.98万0.00%26,425 26,425— $1.98万 新建仓
— BRC INC $2.00万0.00%25,112 13,954125.1% $1.11万 加仓
— DATAVAULT AI INC $2.05万0.00%28,403 28,403— $2.05万 新建仓
— WM TECHNOLOGY INC $2.12万0.00%29,997 19,953198.7% $1.41万 重新持有
— SERA PROGNOSTICS INC $2.12万0.00%10,558 -81-0.8% -$163 减仓
COIN COINBASE GLOBAL INC $2.12万0.00%23,000 23,000— $2.12万 新建仓
— EHEALTH INC $2.15万0.00%17,046 17,046— $2.15万 新建仓
LNTH LANTHEUS HLDGS INC $2.16万0.00%18,000 -1,000-5.3% -$1,198 减仓
— SANGAMO THERAPEUTICS INC $2.16万0.00%72,000 26,70058.9% $8,013 加仓
— SKYX PLATFORMS CORP $2.16万0.00%18,791 2,19513.2% $2,524 加仓
— PLAYBOY INC $2.22万0.00%15,100 15,100— $2.22万 新建仓
— LOANDEPOT INC $2.23万0.00%15,263 4,65043.8% $6,789 重新持有
DDOG DATADOG INC $2.23万0.00%23,000 12,000109.1% $1.16万 加仓
— RAFAEL HLDGS INC $2.27万0.00%18,599 -7,880-29.8% -$9,614 减仓
— HIGH TIDE INC $2.34万0.00%10,136 10,136— $2.34万 新建仓
XRX XEROX HOLDINGS CORP $2.42万0.00%19,236 6,07946.2% $7,659 重新持有
— MFS INTER INCOME TR $2.47万0.00%10,000 -83-0.8% -$205 减仓
— AKEBIA THERAPEUTICS INC $2.59万0.00%18,734 2,50815.5% $3,461 重新持有
— ARQ INC $2.66万0.00%10,771 10,771— $2.66万 新建仓
LAB STANDARD BIOTOOLS INC $2.77万0.00%30,459 13,53580.0% $1.23万 加仓
OCGN OCUGEN INC $2.81万0.00%15,710 1000.6% $179 加仓
CMTG CLAROS MTG TR INC $2.84万0.00%12,156 5344.6% $1,250 加仓
EVGO EVGO INC $2.85万0.00%16,672 -16,862-50.3% -$2.88万 减仓
— PSQ HOLDINGS INC $2.85万0.00%57,029 57,029— $2.85万 新建仓
— GAIN THERAPEUTICS INC $2.88万0.00%15,556 00.0% — 不变
— GOSSAMER BIO INC $2.91万0.00%103,443 79,479331.7% $2.24万 加仓
RBBN RIBBON COMMUNICATIONS INC $2.96万0.00%13,557 13,557— $2.96万 新建仓
— PRAIRIE OPER CO $3.01万0.00%12,506 12,506— $3.01万 新建仓
DDD 3-D SYS CORP DEL $3.03万0.00%16,384 16,384— $3.03万 新建仓
— TUHURA BIOSCIENCES INC $3.04万0.00%21,528 21,528— $3.04万 新建仓
ARRY ARRAY TECHNOLOGIES INC $3.07万0.00%34,000 00.0% — 不变
— SOLESENCE INC $3.12万0.00%22,280 2571.2% $360 加仓
— NEW FORTRESS ENERGY INC $3.25万0.00%56,986 34,558154.1% $1.97万 加仓
— AIRJOULE TECHNOLOGIES CORP $3.31万0.00%12,347 12,347— $3.31万 新建仓
— HAIN CELESTIAL GROUP INC $3.33万0.00%40,323 5,98817.4% $4,941 加仓
EU ENCORE ENERGY CORP $3.34万0.00%17,604 17,604— $3.34万 新建仓
CDXS CODEXIS INC $3.43万0.00%18,859 18,859— $3.43万 新建仓
GETYQ GETTY IMAGES HOLDINGS INC $3.52万0.00%44,680 28,810181.5% $2.27万 重新持有
AKAM AKAMAI TECHNOLOGIES INC $3.52万0.00%30,000 00.0% — 不变
— HERITAGE GLOBAL INC $3.55万0.00%25,758 00.0% — 不变
SSP SCRIPPS E W CO OHIO $3.70万0.00%10,146 10,146— $3.70万 新建仓
NAK NORTHERN DYNASTY MINERALS LT $3.71万0.00%24,901 -7,220-22.5% -$1.08万 减仓
— FALCONS BEYOND GLOBAL INC $3.77万0.00%31,956 00.0% — 不变
BTBT BIT DIGITAL INC $3.81万0.00%27,800 27,800— $3.81万 新建仓
— TRX GOLD CORPORATION $3.82万0.00%25,450 00.0% — 不变