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 |
|---|---|---|---|---|---|---|---|---|
| SW | SMURFIT WESTROCK PLC | $239.92万 | 0.00% | 61,063 | -33,863 | -35.7% | -$133.05万 | 减仓 |
| — | BOEING CO | $239.68万 | 0.00% | 36,009 | 36,009 | — | $239.68万 | 新建仓 |
| VMI | VALMONT INDS INC | $239.40万 | 0.00% | 7,733 | 1,826 | 30.9% | $56.53万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $238.47万 | 0.00% | 15,905 | 6,023 | 60.9% | $90.31万 | 加仓 |
| HSIC | HENRY SCHEIN INC | $237.38万 | 0.00% | 32,105 | -15,296 | -32.3% | -$113.10万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $236.66万 | 0.00% | 74,973 | -28,874 | -27.8% | -$91.15万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $236.64万 | 0.00% | 202,903 | 47,293 | 30.4% | $55.16万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $235.73万 | 0.00% | 9,531 | -2,676 | -21.9% | -$66.19万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $235.63万 | 0.00% | 25,887 | 8,580 | 49.6% | $78.10万 | 加仓 |
| NGG | NATIONAL GRID PLC | $234.92万 | 0.00% | 26,699 | -14,857 | -35.8% | -$130.73万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $234.41万 | 0.00% | 13,672 | -1,083 | -7.3% | -$18.57万 | 减仓 |
| CR | CRANE COMPANY | $234.22万 | 0.00% | 13,942 | 230 | 1.7% | $3.86万 | 加仓 |
| INDA | ISHARES TR | $234.12万 | 0.00% | 50,187 | -69,344 | -58.0% | -$323.49万 | 减仓 |
| CNH | CNH INDL N V | $234.12万 | 0.00% | 240,825 | 60,036 | 33.2% | $58.36万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $233.51万 | 0.00% | 73,271 | -17,049 | -18.9% | -$54.33万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $233.34万 | 0.00% | 49,763 | -240,340 | -82.8% | -$1,126.95万 | 减仓 |
| ETSY | ETSY INC | $232.72万 | 0.00% | 45,066 | -24,313 | -35.0% | -$125.55万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $232.54万 | 0.00% | 14,007 | 5,428 | 63.3% | $90.12万 | 加仓 |
| IBDY | ISHARES TR | $231.81万 | 0.00% | 89,743 | 22,197 | 32.9% | $57.33万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $231.72万 | 0.00% | 39,283 | -1,379 | -3.4% | -$8.13万 | 减仓 |
| HEDJ | WISDOMTREE TR | $231.50万 | 0.00% | 43,945 | -26,585 | -37.7% | -$140.05万 | 减仓 |
| SDOG | ALPS ETF TR | $231.46万 | 0.00% | 35,598 | -41,600 | -53.9% | -$270.49万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $231.32万 | 0.00% | 89,624 | 3,487 | 4.0% | $9.00万 | 加仓 |
| MKSI | MKS INC. | $231.03万 | 0.00% | 10,928 | -484 | -4.2% | -$10.23万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $230.98万 | 0.00% | 79,428 | -610 | -0.8% | -$1.77万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $230.67万 | 0.00% | 32,958 | 7,492 | 29.4% | $52.44万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $230.33万 | 0.00% | 53,980 | -56,821 | -51.3% | -$242.46万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $230.19万 | 0.00% | 56,698 | -67,769 | -54.4% | -$275.14万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $229.94万 | 0.00% | 47,149 | 47,149 | — | $229.94万 | 新建仓 |
| IBDX | ISHARES TR | $229.72万 | 0.00% | 91,033 | 34,449 | 60.9% | $86.93万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $229.28万 | 0.00% | 89,912 | -113,881 | -55.9% | -$290.40万 | 减仓 |
| IBTI | ISHARES TR | $228.64万 | 0.00% | 102,920 | -29,146 | -22.1% | -$64.75万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $228.62万 | 0.00% | 61,079 | 35,885 | 142.4% | $134.32万 | 加仓 |
| SUSC | ISHARES TR | $228.06万 | 0.00% | 98,579 | 87,673 | 803.9% | $202.83万 | 重新持有 |
| MTH | MERITAGE HOMES CORP | $227.23万 | 0.00% | 36,556 | 5,374 | 17.2% | $33.40万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $226.72万 | 0.00% | 110,892 | -89,786 | -44.7% | -$183.57万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $225.80万 | 0.00% | 32,097 | -25,816 | -44.6% | -$181.61万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $225.73万 | 0.00% | 93,821 | 44,143 | 88.9% | $106.21万 | 加仓 |
| TREX | TREX CO INC | $225.72万 | 0.00% | 63,475 | 16,326 | 34.6% | $58.06万 | 加仓 |
| ENS | ENERSYS | $225.37万 | 0.00% | 14,194 | -5,106 | -26.5% | -$81.07万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $224.40万 | 0.00% | 33,338 | 7,711 | 30.1% | $51.90万 | 加仓 |
| FFIV | F5 INC | $224.37万 | 0.00% | 9,620 | -158,701 | -94.3% | -$3,701.46万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $224.06万 | 0.00% | 114,053 | -99,321 | -46.5% | -$195.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.60万 | 0.00% | 92,779 | -37,893 | -29.0% | -$91.32万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $222.54万 | 0.00% | 70,096 | -44,556 | -38.9% | -$141.46万 | 减仓 |
| XYLD | GLOBAL X FDS | $221.99万 | 0.00% | 56,385 | -8,846 | -13.6% | -$34.83万 | 减仓 |
| AYI | ACUITY INC | $221.95万 | 0.00% | 14,603 | 783 | 5.7% | $11.90万 | 加仓 |
| — | ISHARES TR | $221.80万 | 0.00% | 25,698 | 25,698 | — | $221.80万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $221.69万 | 0.00% | 80,233 | -45,260 | -36.1% | -$125.05万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $221.65万 | 0.00% | 7,547 | -431 | -5.4% | -$12.66万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $221.55万 | 0.00% | 12,336 | -7,698 | -38.4% | -$138.25万 | 减仓 |
| NRG | NRG ENERGY INC | $221.26万 | 0.00% | 36,883 | 17,315 | 88.5% | $103.87万 | 加仓 |
| IBDZ | ISHARES TR | $221.15万 | 0.00% | 84,814 | 64,869 | 325.2% | $169.15万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $220.92万 | 0.00% | 77,446 | -207,211 | -72.8% | -$591.10万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $220.69万 | 0.00% | 34,328 | 20,959 | 156.8% | $134.74万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $220.40万 | 0.00% | 293,087 | -52,511 | -15.2% | -$39.49万 | 减仓 |
| RISR | TIDAL TRUST I | $220.37万 | 0.00% | 60,791 | -211,470 | -77.7% | -$766.58万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $219.53万 | 0.00% | 76,664 | 27,293 | 55.3% | $78.15万 | 加仓 |
| INVH | INVITATION HOMES INC | $218.83万 | 0.00% | 93,772 | -1,227 | -1.3% | -$2.86万 | 减仓 |
| DRS | LEONARDO DRS INC | $218.20万 | 0.00% | 47,127 | 13,936 | 42.0% | $64.52万 | 加仓 |
| — | LMP CAP & INCOME FD INC | $217.64万 | 0.00% | 145,578 | -57,113 | -28.2% | -$85.38万 | 减仓 |
| AVY | AVERY DENNISON CORP | $217.45万 | 0.00% | 12,682 | -7,222 | -36.3% | -$123.83万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $216.83万 | 0.00% | 43,141 | -6,558 | -13.2% | -$32.96万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $216.73万 | 0.00% | 14,757 | -1,114 | -7.0% | -$16.36万 | 减仓 |
| HYS | PIMCO ETF TR | $216.40万 | 0.00% | 23,244 | 13,140 | 130.0% | $122.33万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $215.68万 | 0.00% | 61,359 | 61,359 | — | $215.68万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $215.41万 | 0.00% | 46,295 | -120,783 | -72.3% | -$562.01万 | 减仓 |
| TRU | TRANSUNION | $214.81万 | 0.00% | 30,989 | 13,743 | 79.7% | $95.27万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $214.61万 | 0.00% | 80,109 | -64,535 | -44.6% | -$172.89万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $214.04万 | 0.00% | 79,158 | -76,621 | -49.2% | -$207.18万 | 减仓 |
| HEI/A | HEICO CORP NEW | $213.95万 | 0.00% | 10,138 | -15,521 | -60.5% | -$327.55万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $213.27万 | 0.00% | 71,136 | 56,529 | 387.0% | $169.47万 | 加仓 |
| — | WELLS FARGO CO NEW | $213.05万 | 0.00% | 1,829 | 501 | 37.7% | $58.36万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $212.78万 | 0.00% | 26,475 | -4,922 | -15.7% | -$39.56万 | 减仓 |
| CPAY | CORPAY INC | $212.44万 | 0.00% | 7,242 | 767 | 11.8% | $22.50万 | 加仓 |
| NVR | NVR INC | $212.11万 | 0.00% | 318 | -63 | -16.5% | -$42.02万 | 减仓 |
| RAAX | VANECK ETF TRUST | $211.89万 | 0.00% | 51,468 | 19,458 | 60.8% | $80.11万 | 加仓 |
| EZU | ISHARES INC | $211.44万 | 0.00% | 33,504 | -18,943 | -36.1% | -$119.55万 | 减仓 |
| THG | HANOVER INS GROUP INC | $211.41万 | 0.00% | 13,187 | 256 | 2.0% | $4.10万 | 加仓 |
| ALLY | ALLY FINL INC | $211.31万 | 0.00% | 53,040 | 21,449 | 67.9% | $85.45万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $211.11万 | 0.00% | 31,519 | 31,519 | — | $211.11万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $210.87万 | 0.00% | 112,915 | -88,345 | -43.9% | -$164.98万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $210.34万 | 0.00% | 32,834 | -17,750 | -35.1% | -$113.71万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $210.23万 | 0.00% | 71,036 | 6,938 | 10.8% | $20.53万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $209.39万 | 0.00% | 12,608 | -6,506 | -34.0% | -$108.05万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $208.97万 | 0.00% | 37,470 | -168 | -0.4% | -$9,369 | 减仓 |
| — | HENNESSY FDS TR | $208.74万 | 0.00% | 60,690 | -68 | -0.1% | -$2,339 | 减仓 |
| PBF | PBF ENERGY INC | $208.02万 | 0.00% | 50,271 | 9,965 | 24.7% | $41.24万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $207.35万 | 0.00% | 14,964 | 2,641 | 21.4% | $36.60万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $207.05万 | 0.00% | 18,172 | 1,276 | 7.6% | $14.54万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $206.91万 | 0.00% | 41,045 | -5,052 | -11.0% | -$25.47万 | 减仓 |
| MUR | MURPHY OIL CORP | $206.35万 | 0.00% | 50,230 | 5,594 | 12.5% | $22.98万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $206.01万 | 0.00% | 53,082 | 53,082 | — | $206.01万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $205.57万 | 0.00% | 15,357 | -3,514 | -18.6% | -$47.04万 | 减仓 |
| OGE | OGE ENERGY CORP | $203.94万 | 0.00% | 41,825 | -3,197 | -7.1% | -$15.59万 | 减仓 |
| CF | CF INDS HLDGS INC | $203.14万 | 0.00% | 31,025 | -167,882 | -84.4% | -$1,099.25万 | 减仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $202.50万 | 0.00% | 91,560 | 47,192 | 106.4% | $104.37万 | 加仓 |
| PFXF | VANECK ETF TRUST | $202.43万 | 0.00% | 114,952 | 546 | 0.5% | $9,615 | 加仓 |
| CNQ | CANADIAN NAT RES LTD | $200.87万 | 0.00% | 42,261 | -4,865 | -10.3% | -$23.12万 | 减仓 |
| GMED | GLOBUS MED INC | $200.63万 | 0.00% | 34,749 | 23,024 | 196.4% | $132.94万 | 加仓 |