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
— AMERICAN CENTY ETF TR $294.24万0.01%37,718 -31,086-45.2% -$242.50万 减仓
DTE DTE ENERGY CO $293.66万0.01%19,836 -45,719-69.7% -$676.84万 减仓
SMOT VANECK ETF TRUST $292.80万0.01%83,017 -10,425-11.2% -$36.77万 减仓
EVRG EVERGY INC $292.19万0.01%35,272 -7,246-17.0% -$60.03万 减仓
COPX GLOBAL X FDS $292.01万0.01%37,992 -4,137-9.8% -$31.80万 减仓
ARCC ARES CAPITAL CORP $290.87万0.01%160,789 -175,365-52.2% -$317.23万 减仓
STRL STERLING INFRASTRUCTURE INC $290.55万0.01%6,979 6269.9% $26.06万 加仓
INGR INGREDION INC $289.59万0.01%35,185 7,23225.9% $59.52万 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $287.58万0.01%106,275 -4,060-3.7% -$10.99万 减仓
— PIPER SANDLER COMPANIES $287.32万0.01%37,534 25,590214.2% $195.89万 重新持有
TWLO TWILIO INC $285.45万0.01%23,416 1,7278.0% $21.05万 加仓
ARKK ARK ETF TR $282.07万0.01%41,142 -28,974-41.3% -$198.64万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $281.94万0.01%106,673 -75,941-41.6% -$200.71万 减仓
KJAN INNOVATOR ETFS TRUST $281.79万0.01%67,109 -26,929-28.6% -$113.08万 减仓
FENI FIDELITY COVINGTON TRUST $280.81万0.01%74,623 -12,927-14.8% -$48.64万 减仓
MMIN NEW YORK LIFE INVTS ACTIVE E $280.58万0.01%117,644 -54,535-31.7% -$130.07万 减仓
FIGB FIDELITY MERRIMACK STR TR $279.43万0.01%64,818 -53,555-45.2% -$230.88万 减仓
WSM WILLIAMS SONOMA INC $278.53万0.01%15,459 -7,507-32.7% -$135.25万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $278.19万0.01%36,694 7,94627.6% $60.24万 加仓
— COTERRA ENERGY INC $277.97万0.01%80,433 -14,378-15.2% -$49.69万 减仓
— AMPLIFY ETF TR $277.81万0.01%83,967 -47,360-36.1% -$156.69万 减仓
TFLO ISHARES TR $277.35万0.01%54,910 -94,940-63.4% -$479.54万 减仓
SIRI SIRIUSXM HOLDINGS INC $277.35万0.01%116,582 47,48868.7% $112.97万 加仓
LFUS LITTELFUSE INC $276.98万0.01%8,592 2853.4% $9.19万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $276.77万0.01%141,679 -121,027-46.1% -$236.43万 减仓
FNDA SCHWAB STRATEGIC TR $276.74万0.01%84,423 -92,475-52.3% -$303.13万 减仓
FLOT ISHARES TR $275.89万0.01%64,830 5310.8% $2.26万 加仓
TDVG T ROWE PRICE ETF INC $275.80万0.01%61,673 -40,997-39.9% -$183.34万 减仓
B BARRICK MNG CORP $274.20万0.01%65,851 -15,986-19.5% -$66.57万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $274.18万0.01%13,848 -3,187-18.7% -$63.10万 减仓
VPU VANGUARD WORLD FD $273.98万0.01%13,689 -8,876-39.3% -$177.65万 减仓
AES AES CORP $273.71万0.01%191,408 -6,149-3.1% -$8.79万 减仓
BN BROOKFIELD CORP $273.02万0.01%66,770 -60,007-47.3% -$245.37万 减仓
— ETFIS SER TR I $272.83万0.01%158,164 -12,718-7.4% -$21.94万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $272.45万0.01%40,221 -529,663-92.9% -$3,587.89万 减仓
ALLW SSGA ACTIVE TR $271.67万0.01%93,356 25,21437.0% $73.37万 加仓
VLUE ISHARES TR $271.51万0.01%18,696 -3,160-14.5% -$45.89万 减仓
ONTO ONTO INNOVATION INC $271.46万0.01%26,612 14,944128.1% $152.44万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $270.79万0.01%28,670 -10,756-27.3% -$101.59万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $270.31万0.01%8,478 -5,609-39.8% -$178.84万 减仓
IBDU ISHARES TR $270.05万0.01%116,400 23,97325.9% $55.62万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $269.88万0.01%68,719 35,992110.0% $141.35万 加仓
NE NOBLE CORP PLC $269.87万0.01%60,433 11,72624.1% $52.36万 加仓
MFC MANULIFE FINL CORP $268.97万0.01%77,068 -21,800-22.0% -$76.08万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $268.54万0.01%350,571 -3,027-0.9% -$2.32万 减仓
QDPL PACER FDS TR $268.22万0.01%66,358 -37,464-36.1% -$151.43万 减仓
GSST GOLDMAN SACHS ETF TR $267.13万0.01%52,981 -96,439-64.5% -$486.25万 减仓
JLL JONES LANG LASALLE INC $266.72万0.01%9,504 -4,238-30.8% -$118.94万 减仓
PSK SPDR SERIES TRUST $266.43万0.01%86,202 -362-0.4% -$1.12万 减仓
HSBC HSBC HLDGS PLC $264.16万0.01%31,295 -6,482-17.2% -$54.71万 减仓
TY TRI CONTL CORP $264.00万0.01%82,630 -44,407-35.0% -$141.88万 减仓
AMKR AMKOR TECHNOLOGY INC $263.55万0.01%62,896 9,20317.1% $38.56万 加仓
CVNA CARVANA CO $263.36万0.01%8,390 2,11733.7% $66.45万 加仓
FLR FLUOR CORP NEW $263.18万0.01%61,603 8,19315.3% $35.00万 加仓
DLTR DOLLAR TREE INC $261.98万0.01%28,642 4,38018.1% $40.06万 加仓
NBIS NEBIUS GROUP N.V. $261.47万0.01%24,028 -3,265-12.0% -$35.53万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $260.14万0.01%28,129 -17,200-37.9% -$159.07万 减仓
OMF ONEMAIN HLDGS INC $259.82万0.01%48,053 7,18417.6% $38.84万 加仓
NUSC NUSHARES ETF TR $259.68万0.01%57,047 -34,929-38.0% -$159.00万 减仓
VSS VANGUARD INTL EQUITY INDEX F $259.58万0.01%17,696 -12,587-41.6% -$184.63万 减仓
CAG CONAGRA BRANDS INC $258.76万0.01%164,606 -142,025-46.3% -$223.26万 减仓
FLEX FLEX LTD $258.69万0.01%37,715 -18,880-33.4% -$129.50万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $258.64万0.01%1,357 -3,478-71.9% -$662.88万 减仓
MLPX GLOBAL X FDS $257.61万0.01%35,188 -4,287-10.9% -$31.38万 减仓
ONDS ONDAS HLDGS INC $256.40万0.01%267,082 70,82936.1% $68.00万 加仓
— MASIMO CORP $255.75万0.01%16,837 5,46648.1% $83.03万 加仓
OSIS OSI SYSTEMS INC $255.55万0.01%9,625 9,1171,794.7% $242.07万 加仓
CHD CHURCH & DWIGHT CO INC $255.06万0.01%27,471 -13,485-32.9% -$125.21万 减仓
SON SONOCO PRODS CO $254.63万0.01%46,431 -38,313-45.2% -$210.11万 减仓
DASH DOORDASH INC $252.81万0.01%16,159 -18,618-53.5% -$291.28万 减仓
AGO ASSURED GUARANTY LTD $252.72万0.01%31,161 -3,810-10.9% -$30.90万 减仓
RHI ROBERT HALF INC. $252.67万0.01%109,480 1,7551.6% $4.05万 加仓
BCS BARCLAYS PLC $252.58万0.01%115,861 -25,084-17.8% -$54.68万 减仓
SPYD SPDR SERIES TRUST $252.48万0.01%55,332 -191-0.3% -$8,715 减仓
NFRA FLEXSHARES TR $252.21万0.01%39,310 -20,161-33.9% -$129.35万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $251.76万0.01%15,440 -8,069-34.3% -$131.57万 减仓
CBU COMMUNITY FINANCIAL SYSTEM I $251.55万0.01%42,320 -13,077-23.6% -$77.73万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $251.21万0.01%24,108 -13,966-36.7% -$145.53万 减仓
DGX QUEST DIAGNOSTICS INC $251.16万0.01%14,179 -3,060-17.8% -$54.20万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $251.01万0.01%21,443 -4,459-17.2% -$52.20万 减仓
ATR APTARGROUP INC $250.34万0.01%19,867 3,02518.0% $38.12万 加仓
ESGV VANGUARD WORLD FD $250.15万0.01%22,061 -5,087-18.7% -$57.68万 减仓
FNF FIDELITY NATIONAL FINANCIAL $249.59万0.01%59,744 -17,882-23.0% -$74.70万 减仓
GNMA ISHARES TR $249.38万0.01%56,262 4,7459.2% $21.03万 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $249.37万0.01%82,441 82,441— $249.37万 新建仓
AN AUTONATION INC $249.32万0.01%16,906 4,78639.5% $70.58万 加仓
FMC FMC CORP $248.63万0.01%140,074 115,830477.8% $205.60万 加仓
OVV OVINTIV INC $248.42万0.00%41,977 -9,002-17.7% -$53.27万 减仓
IBTG ISHARES TR $247.97万0.00%108,496 -80,078-42.5% -$183.02万 减仓
PEN PENUMBRA INC $246.81万0.00%7,471 3,746100.6% $123.75万 加仓
HYD VANECK ETF TRUST $246.39万0.00%48,718 -30,603-38.6% -$154.77万 减仓
ENFR ALPS ETF TR $245.26万0.00%64,730 -8,361-11.4% -$31.68万 减仓
EMXC ISHARES INC $244.99万0.00%31,237 -7,749-19.9% -$60.77万 减仓
TD TORONTO DOMINION BK ONT $244.13万0.00%25,638 1,2155.0% $11.57万 加仓
STZ CONSTELLATION BRANDS INC $243.91万0.00%16,132 -9,581-37.3% -$144.86万 减仓
VAW VANGUARD WORLD FD $243.81万0.00%13,085 -1,217-8.5% -$22.68万 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $242.84万0.00%18,781 -793-4.1% -$10.25万 减仓
CRUS CIRRUS LOGIC INC $241.86万0.00%16,439 -68-0.4% -$1.00万 减仓
AOA ISHARES TR $241.51万0.00%27,250 -14,919-35.4% -$132.22万 减仓
THYF T ROWE PRICE ETF INC $240.94万0.00%47,028 -34,481-42.3% -$176.66万 减仓