13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$598.55亿2026Q2 申报市值
4,137持仓数
23.5%前十大占比 · 第一大 6.0%
592 / 154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 6.0%
AAPL 3.1%
AGG 2.7%
NVDA 2.2%
SMTH 2.1%
MSFT 1.6%
VWO 1.5%
FNDF 1.4%
USVM 1.4%
AVLV 1.4%

2026Q2 买入最多 按季末市值估算

MU 加仓+$4.01亿
AAPL 加仓+$2.48亿
IVV 加仓+$2.32亿
SMTH 加仓+$1.93亿
AMAT 加仓+$1.81亿

2026Q2 卖出最多 按季末市值估算

BKNG 减仓-$5.00亿
KLAC 减仓-$2.31亿
BRK/B 减仓-$1.29亿
APH 减仓-$9,165.05万
NEOS ETF TRUST 清仓-$6,736.22万

2026Q2 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
OPK OPKO HEALTH INC $11.34万0.00%83,994 21,62934.7% $2.92万 加仓
WEST WESTROCK COFFEE CO $11.39万0.00%15,324 15,324— $11.39万 新建仓
RCL ROYAL CARIBBEAN GROUP 看涨期权 $11.41万0.00%400 400— $11.41万 新建仓
NXE NEXGEN ENERGY LTD $11.42万0.00%11,812 11,812— $11.42万 新建仓
— MEDIFAST INC $11.45万0.00%10,683 3853.7% $4,127 加仓
HCKT HACKETT GROUP INC $11.48万0.00%11,393 11,393— $11.48万 新建仓
CNDT CONDUENT INC $11.59万0.00%76,230 42,065123.1% $6.39万 加仓
— BEYOND MEAT INC $11.62万0.00%177,074 -117,955-40.0% -$7.74万 减仓
MQY BLACKROCK MUNIYILD QULT FD I $11.63万0.00%10,051 -17-0.2% -$197 减仓
ANNX ANNEXON INC $11.75万0.00%20,253 -1,679-7.7% -$9,738 减仓
BTZ BLACKROCK CR ALLOCATION $11.75万0.00%11,508 11,508— $11.75万 新建仓
SSTK SHUTTERSTOCK INC $11.76万0.00%13,856 13,856— $11.76万 新建仓
ADAM ADAMAS TRUST INC. $11.96万0.00%13,013 13,013— $11.96万 新建仓
— SOUNDTHINKING INC $12.04万0.00%13,916 13,916— $12.04万 新建仓
NU NU HLDGS LTD 看涨期权 $12.11万0.00%8,800 -1,200-12.0% -$1.65万 重新持有
NTRA NATERA INC 看涨期权 $12.20万0.00%500 500— $12.20万 新建仓
KTF DWS MUN INCOME TR $12.20万0.00%13,261 00.0% — 不变
ABR ARBOR REALTY TRUST INC $12.25万0.00%24,254 10,30273.8% $5.20万 加仓
AURA AURA BIOSCIENCES INC $12.27万0.00%17,940 5,02038.9% $3.43万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $12.35万0.00%11,304 -766-6.3% -$8,372 减仓
QCOM QUALCOMM INC 看涨期权 $12.40万0.00%700 700— $12.40万 新建仓
— GENELUX CORPORATION $12.42万0.00%41,000 00.0% — 不变
PMT PENNYMAC MTG INVT TR $12.49万0.00%12,145 12,145— $12.49万 新建仓
NRDS NERDWALLET INC $12.53万0.00%13,230 -10,843-45.0% -$10.27万 减仓
BRSP BRIGHTSPIRE CAPITAL INC $12.59万0.00%23,483 3,24816.1% $1.74万 加仓
GTN GRAY MEDIA INC $12.61万0.00%33,364 3831.2% $1,448 加仓
RCAT RED CAT HLDGS INC $12.68万0.00%14,365 14,365— $12.68万 新建仓
XPER XPERI INC $12.69万0.00%16,290 16,290— $12.69万 新建仓
INV INNVENTURE INC $12.74万0.00%25,434 9083.7% $4,549 加仓
— FLAHERTY & CRUMRINE PFD INCO $12.76万0.00%11,060 00.0% — 不变
AMC AMC ENTMT HLDGS INC $12.81万0.00%67,773 54,676417.5% $10.33万 加仓
AHCO ADAPTHEALTH CORP $12.81万0.00%12,538 -3,278-20.7% -$3.35万 减仓
SLS SELLAS LIFE SCIENCES GROUP I $13.02万0.00%10,203 10,203— $13.02万 新建仓
— CLARUS CORP NEW $13.04万0.00%38,813 6,09118.6% $2.05万 加仓
BGC BGC GROUP INC $13.09万0.00%12,142 2,03420.1% $2.19万 重新持有
TRLV TRULIEVE CANNABIS CORP $13.13万0.00%15,235 15,235— $13.13万 新建仓
CMPS COMPASS PATHWAYS PLC $13.19万0.00%9,667 9,667— $13.19万 新建仓
SCO PROSHARES TR II 看涨期权 $13.26万0.00%4,000 4,000— $13.26万 新建仓
BGS B & G FOODS INC $13.28万0.00%33,793 -33,921-50.1% -$13.33万 减仓
ELDN ELEDON PHARMACEUTICALS INC $13.33万0.00%34,615 34,615— $13.33万 新建仓
LILAK LIBERTY LATIN AMERICA LTD $13.40万0.00%18,535 18,535— $13.40万 新建仓
BTDR BITDEER TECHNOLOGIES GROUP $13.51万0.00%10,167 10,167— $13.51万 新建仓
EOSE EOS ENERGY ENTERPRISES INC $13.54万0.00%30,766 1740.6% $766 加仓
CLVT CLARIVATE PLC $13.55万0.00%60,758 35,194137.7% $7.85万 加仓
VMD VIEMED HEALTHCARE INC $13.55万0.00%11,007 11,007— $13.55万 新建仓
MBC MASTERBRAND INC $13.62万0.00%14,996 -3,338-18.2% -$3.03万 重新持有
— FORRESTER RESH INC $13.64万0.00%13,642 13,642— $13.64万 新建仓
GT GOODYEAR TIRE & RUBR CO $13.65万0.00%20,039 -20,399-50.4% -$13.89万 减仓
ALLO ALLOGENE THERAPEUTICS INC $13.71万0.00%68,551 -27,563-28.7% -$5.51万 减仓
ARLO ARLO TECHNOLOGIES INC $13.95万0.00%10,730 -3,106-22.4% -$4.04万 减仓
STGW STAGWELL INC $13.98万0.00%17,903 3,12621.2% $2.44万 加仓
— EVE HLDG INC $13.99万0.00%68,773 48,174233.9% $9.80万 加仓
CCOI COGENT COMM HOLDINGS INC $14.09万0.00%11,172 11,172— $14.09万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $14.10万0.00%10,257 -2,900-22.0% -$3.99万 减仓
IEP ICAHN ENTERPRISES LP $14.25万0.00%19,030 -9,145-32.5% -$6.85万 减仓
— NAVIENT CORPORATION $14.29万0.00%17,341 17,341— $14.29万 新建仓
NKTX NKARTA INC $14.30万0.00%48,143 24,612104.6% $7.31万 加仓
PLUG PLUG PWR INC $14.43万0.00%64,708 36,750131.4% $8.20万 加仓
VZ VERIZON COMMUNICATIONS INC 看涨期权 $14.52万0.00%4,000 4,000— $14.52万 新建仓
— EATON VANCE SR FLTNG RTE TR $14.53万0.00%13,668 100.1% $106 加仓
ULCC FRONTIER GROUP HLDGS INC $14.55万0.00%20,967 10,25095.6% $7.11万 加仓
WMT WALMART INC 看涨期权 $14.57万0.00%1,300 1,300— $14.57万 新建仓
EVH EVOLENT HEALTH INC $14.60万0.00%24,833 24,833— $14.60万 新建仓
DAL DELTA AIR LINES INC 看跌期权 $14.61万0.00%1,800 1,800— $14.61万 新建仓
— DMC GLOBAL INC $14.65万0.00%22,647 11,06395.5% $7.16万 加仓
BORR BORR DRILLING LTD $14.68万0.00%33,899 1,2193.7% $5,278 加仓
AGYS AGILYSYS INC $14.81万0.00%6,216 -1,038-14.3% -$2.47万 减仓
RC READY CAPITAL CORP $14.92万0.00%104,117 68,278190.5% $9.78万 加仓
— EMPIRE PETE CORP $15.14万0.00%57,331 00.0% — 不变
PRTH PRIORITY TECHNOLOGY HLDGS IN $15.15万0.00%21,308 21,308— $15.15万 新建仓
— BITWISE ETHEREUM ETF $15.15万0.00%11,818 -2,083-15.0% -$2.67万 减仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $15.25万0.00%13,554 -690-4.8% -$7,763 重新持有
— INOGEN INC $15.28万0.00%23,361 23,361— $15.28万 新建仓
VRRM VERRA MOBILITY CORP $15.29万0.00%37,114 37,114— $15.29万 新建仓
PSFE PAYSAFE LIMITED $15.40万0.00%19,082 5,76143.2% $4.65万 加仓
CRCT CRICUT INC $15.41万0.00%34,949 16,47389.2% $7.26万 加仓
NABL N-ABLE INC $15.49万0.00%36,609 -3,573-8.9% -$1.51万 减仓
ORN ORION GROUP HLDGS INC $15.51万0.00%11,298 3383.1% $4,641 加仓
CX CEMEX SA EURO MTN BE 144A $15.51万0.00%12,431 5854.9% $7,301 加仓
— PLATINUM GROUP METALS LTD $15.58万0.00%117,117 2,6292.3% $3,497 加仓
VITL VITAL FARMS INC $15.58万0.00%12,028 12,028— $15.58万 新建仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $15.58万0.00%400 400— $15.58万 新建仓
DCH DAUCH CORP $15.59万0.00%30,396 390.1% $200 加仓
PAGS PAGSEGURO DIGITAL LTD $15.62万0.00%16,883 -17,471-50.9% -$16.16万 减仓
SHOE SHOE STA GROUP INC $15.63万0.00%10,176 10,176— $15.63万 新建仓
ASPN ASPEN AEROGELS INC $15.68万0.00%30,386 19,360175.6% $9.99万 加仓
SB SAFE BULKERS INC $15.70万0.00%22,756 3,50018.2% $2.41万 加仓
MTRX MATRIX SVC CO $15.71万0.00%12,581 12,581— $15.71万 新建仓
PUMP PROPETRO HLDG CORP $15.73万0.00%12,224 12,224— $15.73万 新建仓
— AKEBIA THREAPEUTICS INC $15.75万0.00%112,474 93,740500.4% $13.12万 加仓
SSYS STRATASYS LTD $15.77万0.00%18,419 00.0% — 不变
IVA INVENTIVA SA $15.79万0.00%36,726 10,04137.6% $4.32万 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $15.81万0.00%14,150 -300-2.1% -$3,352 减仓
OXLC OXFORD LANE CAP CORP $15.88万0.00%17,393 17,393— $15.88万 新建仓
TALO TALOS ENERGY INC $15.93万0.00%11,801 11,801— $15.93万 新建仓
AHRT AH RLTY TR INC $15.94万0.00%22,541 22,541— $15.94万 新建仓
NEXN NEXXEN INTL LTD $16.03万0.00%16,601 16,601— $16.03万 新建仓
DFH DREAM FINDERS HOMES INC $16.03万0.00%10,129 10,129— $16.03万 新建仓
EGHT 8X8 INC NEW $16.14万0.00%93,238 -13,446-12.6% -$2.33万 减仓
UWMC UWM HOLDINGS CORPORATION $16.42万0.00%78,922 -18,931-19.3% -$3.94万 减仓