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
PPG PPG INDS INC $604.82万0.01%53,657 7,57216.4% $85.35万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $602.24万0.01%95,883 -15,679-14.1% -$98.48万 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $601.99万0.01%139,699 93,493202.3% $402.88万 加仓
PRMB PRIMO BRANDS CORPORATION $601.83万0.01%250,866 208,703495.0% $500.68万 重新持有
WAB WABTEC $599.57万0.01%25,547 1,2955.3% $30.39万 加仓
IMCG ISHARES TR $599.23万0.01%61,627 5,70010.2% $55.42万 加仓
PI IMPINJ INC $598.95万0.01%41,585 1,5053.8% $21.68万 加仓
CRWV COREWEAVE INC $598.75万0.01%67,366 28,46573.2% $253.00万 加仓
OEF ISHARES TR $598.11万0.01%16,065 -1,153-6.7% -$42.93万 减仓
RJF RAYMOND JAMES FINL INC $596.38万0.01%40,277 3,1688.5% $46.91万 加仓
TFLR T ROWE PRICE EXCHANGE-TRADED $592.21万0.01%116,946 46,09565.1% $233.42万 加仓
PJUL INNOVATOR ETFS TRUST $590.72万0.01%132,344 53,17767.2% $237.36万 加仓
VTRS VIATRIS INC $589.98万0.01%362,617 40,49912.6% $65.89万 加仓
VTR VENTAS INC $588.92万0.01%70,641 -81,102-53.4% -$676.13万 减仓
HFSI HARTFORD FDS EXCHANGE TRADED $586.58万0.01%167,236 6,5844.1% $23.09万 加仓
KEY KEYCORP $586.11万0.01%266,863 11,7764.6% $25.86万 加仓
CACI CACI INTL INC $585.05万0.01%12,027 -515-4.1% -$25.05万 减仓
BTI BRITISH AMERN TOB PLC $584.12万0.01%97,321 8,97110.2% $53.84万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $582.56万0.01%207,503 100,83094.5% $283.08万 加仓
FFIV F5 INC $582.37万0.01%16,497 6,87771.5% $242.77万 加仓
ITT ITT INC $581.14万0.01%32,376 -7,425-18.7% -$133.28万 减仓
WCC WESCO INTL INC $580.77万0.01%18,456 3,10520.2% $97.71万 加仓
GTLB GITLAB INC $579.28万0.01%178,679 -57,917-24.5% -$187.77万 减仓
— MORGAN STANLEY ETF TRUST $576.48万0.01%113,660 32,50440.1% $164.86万 加仓
BABA ALIBABA GROUP HLDG LTD $576.28万0.01%51,302 -2,413-4.5% -$27.11万 减仓
VDC VANGUARD WORLD FD $575.48万0.01%27,437 5882.2% $12.33万 加仓
MHK MOHAWK INDS INC $574.96万0.01%57,857 3,8797.2% $38.55万 加仓
— DBX ETF TR $574.60万0.01%146,189 2,5491.8% $10.02万 加仓
CBSH COMMERCE BANCSHARES INC $573.16万0.01%107,840 86,546406.4% $459.99万 加仓
RWK INVESCO EXCH TRADED FD TR II $572.45万0.01%39,065 1,4653.9% $21.47万 加仓
NVDA NVIDIA CORPORATION 看跌期权 $571.31万0.01%31,400 3,20011.3% $58.22万 加仓
FRDM EA SERIES TRUST $571.08万0.01%81,863 14,87122.2% $103.74万 加仓
CCI CROWN CASTLE INC $570.34万0.01%71,597 -17,972-20.1% -$143.16万 减仓
RDIV INVESCO EXCH TRADED FD TR II $570.24万0.01%95,582 4,1294.5% $24.63万 加仓
AYI ACUITY INC $570.00万0.01%24,958 10,35570.9% $236.49万 加仓
TPSC TIMOTHY PLAN $569.43万0.01%120,039 18,64518.4% $88.45万 加仓
ADC AGREE RLTY CORP $567.37万0.01%72,786 15,33526.7% $119.54万 加仓
— TEMA ETF TRUST $566.84万0.01%96,781 13,46516.2% $78.86万 加仓
SHW SHERWIN WILLIAMS CO 看跌期权 $564.44万0.01%16,900 00.0% — 不变
CBRE CBRE GROUP INC $564.19万0.01%68,006 20,69243.7% $171.66万 加仓
LEN LENNAR CORP $564.06万0.01%75,166 27,54857.9% $206.73万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $562.92万0.01%113,584 -1,716-1.5% -$8.50万 减仓
FLEX FLEX LTD $562.87万0.01%43,163 5,44814.4% $71.05万 加仓
CGIE CAPITAL GROUP INTERNATIONAL $560.74万0.01%152,916 14,79510.7% $54.25万 加仓
GRMN GARMIN LTD $559.88万0.01%25,373 7,03438.4% $155.21万 加仓
STE STERIS PLC $558.72万0.01%28,195 8,65844.3% $171.57万 加仓
EG EVEREST GROUP LTD $558.03万0.01%17,406 2,92320.2% $93.71万 加仓
XYL XYLEM INC $557.44万0.01%47,694 18,69464.5% $218.49万 加仓
ZION ZIONS BANCORPORATION NATL AS $557.25万0.01%78,863 14,80823.1% $104.63万 加仓
— TIDAL TRUST II $555.80万0.01%293,144 21,7568.0% $41.25万 加仓
BSCX INVESCO EXCH TRD SLF IDX FD $553.63万0.01%262,943 6,4552.5% $13.59万 加仓
COO COOPER COS INC $553.58万0.01%83,216 29,33554.4% $195.14万 加仓
RGA REINSURANCE GROUP AMER INC $553.52万0.01%26,805 8763.4% $18.09万 加仓
MOS MOSAIC CO $553.11万0.01%287,284 139,52394.4% $268.62万 加仓
CCK CROWN HLDGS INC $552.67万0.01%56,596 -2,873-4.8% -$28.06万 减仓
EFAV ISHARES TR $548.69万0.01%61,227 -1,340-2.1% -$12.01万 减仓
— SEI EXCHANGE TRADED FUNDS $547.85万0.01%219,408 219,408— $547.85万 新建仓
SNX TD SYNNEX CORPORATION $546.83万0.01%24,355 2,44311.1% $54.85万 加仓
WAT WATERS CORP $544.93万0.01%15,755 -78-0.5% -$2.70万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $543.09万0.01%116,593 10,3999.8% $48.44万 加仓
SU SUNCOR ENERGY INC NEW $540.61万0.01%91,242 1460.2% $8,650 加仓
VTWO VANGUARD SCOTTSDALE FDS $539.71万0.01%45,115 6,65117.3% $79.57万 加仓
PCTY PAYLOCITY HLDG CORP $538.54万0.01%51,859 25,972100.3% $269.71万 加仓
STLD STEEL DYNAMICS INC $537.90万0.01%23,549 1,3916.3% $31.77万 加仓
NVR NVR INC $537.87万0.01%872 554174.2% $341.72万 加仓
HEI HEICO CORP NEW $537.47万0.01%15,316 -140-0.9% -$4.91万 减仓
FRT FEDERAL RLTY INVT TR NEW $537.12万0.01%51,760 11,20827.6% $116.31万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $536.07万0.01%195,645 -385-0.2% -$1.05万 减仓
IBB ISHARES TR $533.44万0.01%29,848 2560.9% $4.58万 加仓
PAVE GLOBAL X FDS $533.34万0.01%147,238 17,51413.5% $63.44万 加仓
ISTB ISHARES TR $533.18万0.01%111,009 28,21034.1% $135.49万 加仓
MKSI MKS INC. $533.02万0.01%15,518 4,59042.0% $157.66万 加仓
OMF ONEMAIN HLDGS INC $532.56万0.01%97,479 49,426102.9% $270.03万 加仓
FNDE SCHWAB STRATEGIC TR $531.09万0.01%131,037 -10,137-7.2% -$41.09万 减仓
SPHY SPDR SERIES TRUST $528.30万0.01%226,448 8,7444.0% $20.40万 加仓
DFIS DIMENSIONAL ETF TRUST $528.17万0.01%170,265 54,66247.3% $169.56万 加仓
PII POLARIS INC $528.13万0.01%84,247 14,85721.4% $93.14万 加仓
DFSB DIMENSIONAL ETF TRUST $526.17万0.01%101,695 7,0297.4% $36.37万 加仓
CHE CHEMED CORP NEW $525.05万0.01%11,499 7,648198.6% $349.21万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $524.39万0.01%219,137 20,78210.5% $49.73万 加仓
NBIS NEBIUS GROUP N.V. $522.33万0.01%23,780 -248-1.0% -$5.45万 减仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $521.60万0.01%176,994 38,92028.2% $114.70万 加仓
AEE AMEREN CORP $521.58万0.01%46,182 8,78823.5% $99.25万 加仓
TTE TOTALENERGIES SE $521.43万0.01%66,428 9761.5% $7.66万 加仓
APA APA CORPORATION $521.23万0.01%155,870 7,2334.9% $24.19万 加仓
FITB FIFTH THIRD BANCORP $520.77万0.01%123,041 16,75015.8% $70.89万 加仓
LNT ALLIANT ENERGY CORP $520.20万0.01%68,089 11,48920.3% $87.78万 加仓
TWLO TWILIO INC $519.27万0.01%25,975 2,55910.9% $51.16万 加仓
DPZ DOMINOS PIZZA INC $518.46万0.01%18,587 4,36630.7% $121.78万 加仓
DY DYCOM INDS INC $517.02万0.01%10,226 -167-1.6% -$8.44万 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $514.13万0.01%194,857 -7,593-3.8% -$20.03万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $512.78万0.01%48,396 1,7673.8% $18.72万 加仓
AMH AMERICAN HOMES 4 RENT $510.94万0.01%171,746 92,318116.2% $274.65万 加仓
IREN IREN LIMITED $509.11万0.01%123,751 -2,234-1.8% -$9.19万 减仓
DOCU DOCUSIGN INC $508.42万0.01%116,479 40,42453.2% $176.45万 加仓
KHC KRAFT HEINZ CO $508.39万0.01%213,016 55,68135.4% $132.89万 加仓
POCT INNOVATOR ETFS TRUST $508.07万0.01%108,842 -366,098-77.1% -$1,708.95万 减仓
RBC RBC BEARINGS INC $507.12万0.01%9,318 2,93946.1% $159.95万 加仓
CR CRANE COMPANY $507.01万0.01%24,406 10,46475.1% $217.38万 加仓
IT GARTNER INC $506.94万0.01%40,920 -9,569-19.0% -$118.55万 减仓