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 |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNOLOGIES IN | $200.48万 | 0.00% | 7,505 | 3,062 | 68.9% | $81.79万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $199.24万 | 0.00% | 53,088 | -59,038 | -52.7% | -$221.57万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $199.12万 | 0.00% | 50,602 | -537 | -1.1% | -$2.11万 | 减仓 |
| IBDW | ISHARES TR | $198.59万 | 0.00% | 95,064 | 23,247 | 32.4% | $48.56万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $198.34万 | 0.00% | 75,789 | 59,931 | 377.9% | $156.84万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $198.09万 | 0.00% | 19,941 | 8,110 | 68.5% | $80.56万 | 加仓 |
| LONZ | PIMCO ETF TR | $197.97万 | 0.00% | 40,357 | -88,652 | -68.7% | -$434.88万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $197.87万 | 0.00% | 27,751 | -18,665 | -40.2% | -$133.08万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $197.42万 | 0.00% | 53,823 | -32,342 | -37.5% | -$118.63万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $197.04万 | 0.00% | 20,865 | -5,698 | -21.5% | -$53.81万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $195.43万 | 0.00% | 32,801 | 32,555 | 13,233.7% | $193.96万 | 加仓 |
| IEX | IDEX CORP | $195.26万 | 0.00% | 11,417 | -1,128 | -9.0% | -$19.29万 | 减仓 |
| WY | WEYERHAEUSER CO MTN BE | $195.26万 | 0.00% | 79,925 | -10,894 | -12.0% | -$26.61万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $195.21万 | 0.00% | 95,412 | -55,506 | -36.8% | -$113.57万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $195.17万 | 0.00% | 10,439 | 1,082 | 11.6% | $20.23万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $194.64万 | 0.00% | 8,549 | -12,354 | -59.1% | -$281.27万 | 减仓 |
| — | AIR LEASE CORP | $194.51万 | 0.00% | 35,201 | -3,013 | -7.9% | -$16.65万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $194.07万 | 0.00% | 10,983 | -1,004 | -8.4% | -$17.74万 | 减仓 |
| SOLV | SOLVENTUM CORP | $194.04万 | 0.00% | 30,524 | -23,704 | -43.7% | -$150.68万 | 减仓 |
| FICO | FAIR ISAAC CORP | $192.38万 | 0.00% | 1,765 | -2,921 | -62.3% | -$318.38万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $192.03万 | 0.00% | 61,864 | 145 | 0.2% | $4,501 | 加仓 |
| IBCA | ISHARES TR | $191.90万 | 0.00% | 74,852 | 57,354 | 327.8% | $147.04万 | 加仓 |
| PSN | PARSONS CORP DEL | $191.69万 | 0.00% | 34,036 | -5,232 | -13.3% | -$29.47万 | 减仓 |
| MSTR | STRATEGY INC | $191.57万 | 0.00% | 15,987 | -24,522 | -60.5% | -$293.84万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $191.53万 | 0.00% | 38,795 | -296 | -0.8% | -$1.46万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $191.50万 | 0.00% | 26,630 | -4,003 | -13.1% | -$28.79万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $190.60万 | 0.00% | 11,233 | -6,646 | -37.2% | -$112.77万 | 减仓 |
| IMCB | ISHARES TR | $190.34万 | 0.00% | 22,563 | -7,894 | -25.9% | -$66.59万 | 减仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $190.34万 | 0.00% | 98,906 | -87,828 | -47.0% | -$169.02万 | 减仓 |
| IGF | ISHARES TR | $190.33万 | 0.00% | 28,122 | -1,005 | -3.5% | -$6.80万 | 减仓 |
| DXJ | WISDOMTREE TR | $190.05万 | 0.00% | 11,788 | -3,635 | -23.6% | -$58.61万 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $189.98万 | 0.00% | 38,069 | -2,707 | -6.6% | -$13.51万 | 减仓 |
| NWSA | NEWS CORP NEW | $189.86万 | 0.00% | 86,729 | 40,635 | 88.2% | $88.95万 | 加仓 |
| RELX | RELX PLC | $188.76万 | 0.00% | 56,194 | 6,447 | 13.0% | $21.66万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $188.72万 | 0.00% | 37,917 | 16,790 | 79.5% | $83.56万 | 加仓 |
| SAM | BOSTON BEER INC | $188.14万 | 0.00% | 9,325 | 2,135 | 29.7% | $43.07万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $188.03万 | 0.00% | 38,713 | -150,333 | -79.5% | -$730.18万 | 减仓 |
| DGS | WISDOMTREE TR | $187.36万 | 0.00% | 31,175 | -24,390 | -43.9% | -$146.58万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $187.32万 | 0.00% | 91,463 | -44,978 | -33.0% | -$92.12万 | 减仓 |
| — | PACER FDS TR | $187.09万 | 0.00% | 67,895 | -46,906 | -40.9% | -$129.25万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $186.64万 | 0.00% | 83,508 | -55,107 | -39.8% | -$123.16万 | 减仓 |
| JOE | ST JOE CO | $186.62万 | 0.00% | 28,644 | 18,059 | 170.6% | $117.65万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $186.42万 | 0.00% | 24,671 | -11,047 | -30.9% | -$83.47万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $186.09万 | 0.00% | 27,573 | 1,616 | 6.2% | $10.91万 | 加仓 |
| CDW | CDW CORP | $185.85万 | 0.00% | 15,233 | 2,304 | 17.8% | $28.11万 | 加仓 |
| UBS | UBS GROUP AG | $185.66万 | 0.00% | 47,087 | -85,103 | -64.4% | -$335.56万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $185.46万 | 0.00% | 43,424 | -158,576 | -78.5% | -$677.28万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $185.46万 | 0.00% | 5,487 | 1,717 | 45.5% | $58.04万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $184.62万 | 0.00% | 26,179 | 10,871 | 71.0% | $76.66万 | 加仓 |
| EMN | EASTMAN CHEM CO | $184.23万 | 0.00% | 24,541 | 884 | 3.7% | $6.64万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $184.07万 | 0.00% | 82,172 | -31,574 | -27.8% | -$70.73万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $183.57万 | 0.00% | 43,844 | 2,887 | 7.0% | $12.09万 | 加仓 |
| RRC | RANGE RES CORP | $183.08万 | 0.00% | 42,135 | 9,194 | 27.9% | $39.95万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $182.79万 | 0.00% | 45,663 | -100,707 | -68.8% | -$403.13万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $182.32万 | 0.00% | 189,322 | -72,200 | -27.6% | -$69.53万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $182.03万 | 0.00% | 89,471 | -17,288 | -16.2% | -$35.17万 | 减仓 |
| PFFD | GLOBAL X FDS | $181.70万 | 0.00% | 98,645 | -8,172 | -7.7% | -$15.05万 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $181.65万 | 0.00% | 41,284 | -25,211 | -37.9% | -$110.93万 | 减仓 |
| PRG | PROG HOLDINGS INC | $181.57万 | 0.00% | 64,432 | 3,990 | 6.6% | $11.24万 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $180.98万 | 0.00% | 16,184 | -11,242 | -41.0% | -$125.72万 | 减仓 |
| MTRN | MATERION CORP | $180.90万 | 0.00% | 12,506 | 10,607 | 558.6% | $153.43万 | 加仓 |
| — | SPROTT FDS TR | $180.75万 | 0.00% | 30,387 | 21,611 | 246.3% | $128.55万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $180.70万 | 0.00% | 58,687 | -28,704 | -32.8% | -$88.38万 | 减仓 |
| IXC | ISHARES TR | $180.69万 | 0.00% | 31,992 | -15,854 | -33.1% | -$89.54万 | 减仓 |
| MLN | VANECK ETF TRUST | $180.05万 | 0.00% | 102,947 | 58,174 | 129.9% | $101.75万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $179.80万 | 0.00% | 33,414 | -14,596 | -30.4% | -$78.54万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $179.51万 | 0.00% | 46,206 | 15,988 | 52.9% | $62.11万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $179.48万 | 0.00% | 43,447 | -35,409 | -44.9% | -$146.27万 | 减仓 |
| ECOW | PACER FDS TR | $179.44万 | 0.00% | 67,427 | -37,859 | -36.0% | -$100.75万 | 减仓 |
| GRNY | TIDAL TRUST I | $179.37万 | 0.00% | 74,707 | -24,991 | -25.1% | -$60.00万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $178.98万 | 0.00% | 48,861 | -4,224 | -8.0% | -$15.47万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $178.90万 | 0.00% | 23,072 | 16,740 | 264.4% | $129.80万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $178.38万 | 0.00% | 38,917 | 17,590 | 82.5% | $80.63万 | 加仓 |
| AWR | AMER STATES WTR CO | $178.22万 | 0.00% | 22,969 | 1,144 | 5.2% | $8.88万 | 加仓 |
| CELC | CELCUITY INC | $177.91万 | 0.00% | 15,796 | -30 | -0.2% | -$3,379 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $177.88万 | 0.00% | 39,687 | -204,633 | -83.8% | -$917.20万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $177.64万 | 0.00% | 54,061 | 30,306 | 127.6% | $99.59万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $177.62万 | 0.00% | 44,593 | -21,755 | -32.8% | -$86.65万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $177.35万 | 0.00% | 8,780 | -1,710 | -16.3% | -$34.54万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $176.69万 | 0.00% | 101,546 | 5,562 | 5.8% | $9.68万 | 加仓 |
| QMOM | EA SERIES TRUST | $176.49万 | 0.00% | 25,369 | -10,609 | -29.5% | -$73.81万 | 减仓 |
| CSTM | CONSTELLIUM SE | $175.86万 | 0.00% | 63,672 | 12,559 | 24.6% | $34.69万 | 加仓 |
| EUSA | ISHARES INC | $175.44万 | 0.00% | 17,108 | -6,452 | -27.4% | -$66.17万 | 减仓 |
| DEUS | DBX ETF TR | $175.21万 | 0.00% | 29,030 | 1,226 | 4.4% | $7.40万 | 加仓 |
| GRAL | GRAIL INC | $174.84万 | 0.00% | 31,795 | 877 | 2.8% | $4.82万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $174.80万 | 0.00% | 22,766 | -1,480 | -6.1% | -$11.36万 | 减仓 |
| MOD | MODINE MFG CO | $174.71万 | 0.00% | 7,966 | -150 | -1.8% | -$3.29万 | 减仓 |
| RYLD | GLOBAL X FDS | $174.33万 | 0.00% | 115,680 | -62,259 | -35.0% | -$93.82万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $174.22万 | 0.00% | 65,645 | 5,017 | 8.3% | $13.32万 | 加仓 |
| APG | API GROUP CORP | $174.17万 | 0.00% | 41,440 | 2,694 | 7.0% | $11.32万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $174.08万 | 0.00% | 1,382 | -1,125 | -44.9% | -$141.71万 | 减仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $173.87万 | 0.00% | 24,795 | -3,957 | -13.8% | -$27.75万 | 减仓 |
| IDA | IDACORP INC | $173.49万 | 0.00% | 12,025 | -6,109 | -33.7% | -$88.13万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $173.14万 | 0.00% | 18,183 | 3,862 | 27.0% | $36.77万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $172.67万 | 0.00% | 37,684 | -8,674 | -18.7% | -$39.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $172.58万 | 0.00% | 103,371 | -173 | -0.2% | -$2,888 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $171.81万 | 0.00% | 18,692 | -9,308 | -33.2% | -$85.56万 | 减仓 |
| REET | ISHARES TR | $171.54万 | 0.00% | 67,085 | -19,911 | -22.9% | -$50.91万 | 减仓 |
| REGL | PROSHARES TR | $171.35万 | 0.00% | 19,648 | -15,475 | -44.1% | -$134.96万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $171.29万 | 0.00% | 61,769 | -9,088 | -12.8% | -$25.20万 | 减仓 |