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 |
|---|---|---|---|---|---|---|---|---|
| KRE | SPDR SERIES TRUST | $406.25万 | 0.01% | 61,553 | -42,658 | -40.9% | -$281.54万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $405.72万 | 0.01% | 81,156 | -103,118 | -56.0% | -$515.51万 | 减仓 |
| BHP | BHP GROUP LTD | $405.37万 | 0.01% | 55,348 | -27,027 | -32.8% | -$197.95万 | 减仓 |
| WSO | WATSCO INC | $404.86万 | 0.01% | 10,933 | -2,982 | -21.4% | -$110.43万 | 减仓 |
| WCC | WESCO INTL INC | $404.40万 | 0.01% | 15,351 | 552 | 3.7% | $14.54万 | 加仓 |
| STE | STERIS PLC | $402.95万 | 0.01% | 19,537 | -7,226 | -27.0% | -$149.04万 | 减仓 |
| SGOL | ETFS GOLD TR | $402.78万 | 0.01% | 90,491 | -32,786 | -26.6% | -$145.93万 | 减仓 |
| PI | IMPINJ INC | $402.60万 | 0.01% | 40,080 | 10,191 | 34.1% | $102.37万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $401.73万 | 0.01% | 64,797 | -45,853 | -41.4% | -$284.28万 | 减仓 |
| PAVE | GLOBAL X FDS | $401.26万 | 0.01% | 129,724 | 40,440 | 45.3% | $125.09万 | 加仓 |
| WDAY | WORKDAY INC | $401.02万 | 0.01% | 30,321 | -294 | -1.0% | -$3.89万 | 减仓 |
| ISTB | ISHARES TR | $400.33万 | 0.01% | 82,799 | 30,304 | 57.7% | $146.52万 | 加仓 |
| MKC | MCCORMICK & CO INC | $399.86万 | 0.01% | 81,854 | -22,208 | -21.3% | -$108.49万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $399.29万 | 0.01% | 22,158 | -8,661 | -28.1% | -$156.07万 | 减仓 |
| — | FLEXSHARES TR | $399.09万 | 0.01% | 193,032 | -90,484 | -31.9% | -$187.08万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $398.93万 | 0.01% | 46,629 | -3,757 | -7.5% | -$32.14万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $398.90万 | 0.01% | 177,755 | -3,727 | -2.1% | -$8.36万 | 减仓 |
| EG | EVEREST GROUP LTD | $398.86万 | 0.01% | 14,483 | 2,102 | 17.0% | $57.89万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $398.62万 | 0.01% | 44,163 | 10,383 | 30.7% | $93.72万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $397.78万 | 0.01% | 94,822 | -15,256 | -13.9% | -$64.00万 | 减仓 |
| JEF | JEFFERIES FINL GROUP INC | $397.66万 | 0.01% | 115,526 | -32,368 | -21.9% | -$111.42万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $396.91万 | 0.01% | 160,822 | -170,524 | -51.5% | -$420.85万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $396.47万 | 0.01% | 54,012 | -38,134 | -41.4% | -$279.92万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $394.90万 | 0.01% | 18,581 | -9,707 | -34.3% | -$206.30万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $393.44万 | 0.01% | 84,537 | -11,005 | -11.5% | -$51.22万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $392.96万 | 0.01% | 124,315 | -21,946 | -15.0% | -$69.37万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $391.35万 | 0.01% | 38,576 | -3,944 | -9.3% | -$40.01万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $390.49万 | 0.01% | 38,464 | 2,548 | 7.1% | $25.87万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $389.16万 | 0.01% | 141,815 | 141,815 | — | $389.16万 | 新建仓 |
| ICVT | ISHARES TR | $387.27万 | 0.01% | 37,277 | -27,144 | -42.1% | -$282.00万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $385.58万 | 0.01% | 31,925 | 1,501 | 4.9% | $18.13万 | 加仓 |
| IJK | ISHARES TR | $385.36万 | 0.01% | 37,829 | -13,746 | -26.7% | -$140.03万 | 减仓 |
| XAR | SPDR SERIES TRUST | $384.30万 | 0.01% | 14,805 | 1,857 | 14.3% | $48.20万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $384.14万 | 0.01% | 69,233 | 17,474 | 33.8% | $96.95万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $383.78万 | 0.01% | 12,777 | -1,394 | -9.8% | -$41.87万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $383.07万 | 0.01% | 22,156 | 6,487 | 41.4% | $112.16万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $382.23万 | 0.01% | 44,382 | 18,139 | 69.1% | $156.22万 | 加仓 |
| MUSA | MURPHY USA INC | $381.48万 | 0.01% | 8,130 | -949 | -10.5% | -$44.53万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $381.22万 | 0.01% | 76,268 | -68,577 | -47.3% | -$342.78万 | 减仓 |
| RY | ROYAL BK CDA | $380.84万 | 0.01% | 23,309 | -16,850 | -42.0% | -$275.31万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $380.19万 | 0.01% | 30,139 | 26,066 | 640.0% | $328.81万 | 加仓 |
| PNR | PENTAIR PLC | $379.74万 | 0.01% | 44,248 | -18,610 | -29.6% | -$159.71万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $378.79万 | 0.01% | 218,901 | 139,799 | 176.7% | $241.91万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $378.05万 | 0.01% | 169,378 | 137,257 | 427.3% | $306.36万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $377.56万 | 0.01% | 161,549 | -100,809 | -38.4% | -$235.60万 | 减仓 |
| SHYG | ISHARES TR | $377.19万 | 0.01% | 89,383 | -119,485 | -57.2% | -$504.22万 | 减仓 |
| — | AB ACTIVE ETFS INC | $376.78万 | 0.01% | 106,690 | -51,012 | -32.3% | -$180.15万 | 减仓 |
| AOR | ISHARES TR | $376.52万 | 0.01% | 58,475 | -21,614 | -27.0% | -$139.17万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $374.95万 | 0.01% | 155,107 | 49,120 | 46.3% | $118.74万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $374.63万 | 0.01% | 77,572 | -55,320 | -41.6% | -$267.17万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $374.60万 | 0.01% | 40,552 | 9,432 | 30.3% | $87.13万 | 加仓 |
| BALL | BALL CORP | $373.72万 | 0.01% | 68,653 | 27,996 | 68.9% | $152.40万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $373.39万 | 0.01% | 53,152 | -8,876 | -14.3% | -$62.35万 | 减仓 |
| ZION | ZIONS BANCORPORATION N A | $372.35万 | 0.01% | 64,055 | 1,456 | 2.3% | $8.46万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $372.33万 | 0.01% | 5,008 | -1,871 | -27.2% | -$139.10万 | 减仓 |
| USFD | US FOODS HLDG CORP | $372.09万 | 0.01% | 43,791 | 1,140 | 2.7% | $9.69万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $371.98万 | 0.01% | 26,322 | -2,556 | -8.9% | -$36.12万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $371.35万 | 0.01% | 52,643 | -13,864 | -20.8% | -$97.80万 | 减仓 |
| FRDM | EA SERIES TRUST | $369.33万 | 0.01% | 66,992 | 11,582 | 20.9% | $63.85万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $368.80万 | 0.01% | 20,298 | -1,339 | -6.2% | -$24.33万 | 减仓 |
| IQLT | ISHARES TR | $367.26万 | 0.01% | 78,777 | -5,843 | -6.9% | -$27.24万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $366.19万 | 0.01% | 115,603 | -43,085 | -27.2% | -$136.48万 | 减仓 |
| EMB | ISHARES TR | $365.82万 | 0.01% | 38,930 | -58,970 | -60.2% | -$554.14万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $365.56万 | 0.01% | 111,521 | 111,521 | — | $365.56万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $364.58万 | 0.01% | 21,912 | 11,288 | 106.2% | $187.82万 | 加仓 |
| TRMB | TRIMBLE INC | $364.40万 | 0.01% | 55,958 | 1,235 | 2.3% | $8.04万 | 加仓 |
| BE | BLOOM ENERGY CORP | $364.31万 | 0.01% | 26,861 | -1,726 | -6.0% | -$23.41万 | 减仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $364.15万 | 0.01% | 167,926 | 167,926 | — | $364.15万 | 新建仓 |
| WEX | WEX INC | $362.45万 | 0.01% | 25,293 | 5,701 | 29.1% | $81.70万 | 加仓 |
| DXCM | DEXCOM INC | $361.94万 | 0.01% | 74,730 | 18,841 | 33.7% | $91.25万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $361.58万 | 0.01% | 88,018 | -811 | -0.9% | -$3.33万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $361.25万 | 0.01% | 33,749 | 17,510 | 107.8% | $187.43万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $361.18万 | 0.01% | 64,542 | -13,502 | -17.3% | -$75.56万 | 减仓 |
| — | AMPLIFY ETF TR | $361.15万 | 0.01% | 82,825 | -24,493 | -22.8% | -$106.80万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $360.35万 | 0.01% | 27,856 | 19,800 | 245.8% | $256.14万 | 加仓 |
| SLQD | ISHARES TR | $359.67万 | 0.01% | 71,392 | -15,192 | -17.5% | -$76.54万 | 减仓 |
| FSLR | FIRST SOLAR INC | $358.82万 | 0.01% | 22,729 | 9,426 | 70.9% | $148.81万 | 加仓 |
| KHC | KRAFT HEINZ CO | $358.57万 | 0.01% | 157,335 | -3,260 | -2.0% | -$7.43万 | 减仓 |
| VCR | VANGUARD WORLD FD | $358.54万 | 0.01% | 12,723 | 3,298 | 35.0% | $92.94万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $358.07万 | 0.01% | 146,211 | -47,289 | -24.4% | -$115.81万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $357.29万 | 0.01% | 148,252 | -3,097 | -2.0% | -$7.46万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $357.23万 | 0.01% | 70,851 | 18,081 | 34.3% | $91.16万 | 加仓 |
| IBTH | ISHARES TR | $356.95万 | 0.01% | 159,531 | -118,216 | -42.6% | -$264.51万 | 减仓 |
| XYZ | BLOCK INC | $355.86万 | 0.01% | 59,528 | -2,766 | -4.4% | -$16.54万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $354.69万 | 0.01% | 106,291 | -39,115 | -26.9% | -$130.53万 | 减仓 |
| ADT | ADT INC DEL | $354.32万 | 0.01% | 599,130 | -136,445 | -18.5% | -$80.69万 | 减仓 |
| PII | POLARIS INC | $353.37万 | 0.01% | 69,390 | 9,420 | 15.7% | $47.97万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $353.31万 | 0.01% | 40,527 | -2,514 | -5.8% | -$21.92万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $352.43万 | 0.01% | 52,411 | -4,466 | -7.9% | -$30.03万 | 减仓 |
| DY | DYCOM INDS INC | $352.14万 | 0.01% | 10,393 | 8,965 | 627.8% | $303.75万 | 加仓 |
| XYL | XYLEM INC | $351.65万 | 0.01% | 29,000 | -4,133 | -12.5% | -$50.12万 | 减仓 |
| LEN | LENNAR CORP | $351.65万 | 0.01% | 47,618 | -148,682 | -75.7% | -$1,098.00万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $351.54万 | 0.01% | 128,440 | -41,380 | -24.4% | -$113.26万 | 减仓 |
| SAP | SAP SE | $351.19万 | 0.01% | 81,248 | 51,931 | 177.1% | $224.47万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $349.91万 | 0.01% | 265,483 | -146,583 | -35.6% | -$193.20万 | 减仓 |
| MOS | MOSAIC CO NEW | $349.86万 | 0.01% | 147,761 | 61,235 | 70.8% | $144.99万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $349.25万 | 0.01% | 184,303 | -233,097 | -55.8% | -$441.72万 | 减仓 |
| IBDS | ISHARES TR | $348.14万 | 0.01% | 144,099 | 19,423 | 15.6% | $46.93万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $346.65万 | 0.01% | 103,261 | -4,103 | -3.8% | -$13.77万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $346.32万 | 0.01% | 50,211 | -13,312 | -21.0% | -$91.82万 | 减仓 |