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
JEMA J P MORGAN EXCHANGE TRADED F $103.50万0.00%19,916 2,75216.0% $14.30万 加仓
PPLI IAC INC $103.43万0.00%25,987 15,516148.2% $61.75万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $103.04万0.00%5,080 -8,180-61.7% -$165.92万 减仓
— CONFLUENT INC $103.01万0.00%33,240 -121,944-78.6% -$377.90万 减仓
OBIL RBB FD INC $102.85万0.00%20,527 -2,060-9.1% -$10.32万 减仓
AFG AMERICAN FINL GROUP INC OHIO $102.60万0.00%7,910 -1,422-15.2% -$18.45万 减仓
RELY REMITLY GLOBAL INC $102.60万0.00%64,044 8,40215.1% $13.46万 加仓
BKU BANKUNITED INC $102.54万0.00%22,516 -2,243-9.1% -$10.21万 减仓
TTMI TTM TECHNOLOGIES INC $102.48万0.00%10,513 -5,783-35.5% -$56.37万 减仓
JTEK J P MORGAN EXCHANGE TRADED F $102.40万0.00%12,618 1961.6% $1.59万 加仓
PTNQ PACER FDS TR $102.36万0.00%13,933 4323.2% $3.17万 加仓
OPY OPPENHEIMER HLDGS INC $101.95万0.00%11,431 11,35014,012.3% $101.23万 加仓
DFIP DIMENSIONAL ETF TRUST $101.90万0.00%24,319 -5,998-19.8% -$25.13万 减仓
ROIV ROIVANT SCIENCES LTD $101.56万0.00%35,849 16,79988.2% $47.59万 加仓
— VS TRUST $101.50万0.00%63,200 40,600179.6% $65.20万 加仓
GNOV FIRST TR EXCHNG TRADED FD VI $101.30万0.00%26,015 20,582378.8% $80.14万 加仓
HQY HEALTHEQUITY INC $101.27万0.00%18,744 9,734108.0% $52.59万 加仓
WSBC WESBANCO INC $101.15万0.00%29,151 -868-2.9% -$3.01万 减仓
— ADVISORSHARES TR $100.84万0.00%20,773 -17,566-45.8% -$85.27万 减仓
FWONK LIBERTY MEDIA CORP DEL $100.82万0.00%11,475 -384-3.2% -$3.37万 减仓
LAC LITHIUM AMERS CORP NEW $100.79万0.00%249,492 -72,809-22.6% -$29.41万 减仓
VALE VALE S A $100.79万0.00%62,255 21,25151.8% $34.41万 加仓
CMF ISHARES TR $100.76万0.00%17,689 -5,327-23.1% -$30.34万 减仓
SEIC SEI INVTS CO $100.69万0.00%13,074 -13,967-51.7% -$107.56万 减仓
NTCT NETSCOUT SYS INC $100.66万0.00%49,269 22,63085.0% $46.24万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $100.61万0.00%184,715 135,300273.8% $73.70万 加仓
OKLO OKLO INC $100.04万0.00%20,785 -7,808-27.3% -$37.58万 减仓
FSK FS KKR CAP CORP $99.93万0.00%95,077 -3,335-3.4% -$3.51万 减仓
SWX SOUTHWEST GAS HLDGS INC $99.85万0.00%11,189 3,44444.5% $30.73万 加仓
GME GAMESTOP CORP NEW $99.80万0.00%42,723 -5,785-11.9% -$13.51万 减仓
FNOV FIRST TR EXCHNG TRADED FD VI $99.66万0.00%18,531 -11,617-38.5% -$62.48万 减仓
SPMB SPDR SERIES TRUST $99.37万0.00%44,400 -15,806-26.3% -$35.37万 减仓
GSEP FIRST TR EXCHNG TRADED FD VI $99.21万0.00%26,033 17,387201.1% $66.26万 加仓
FLG FLAGSTAR BANK NATIONAL ASSOC $99.17万0.00%73,566 -34,555-32.0% -$46.58万 减仓
CLOA BLACKROCK ETF TRUST II $98.96万0.00%19,136 -444-2.3% -$2.30万 减仓
— SEABRIDGE GOLD INC $98.85万0.00%32,796 -1,330-3.9% -$4.01万 减仓
HAYW HAYWARD HLDGS INC $98.64万0.00%73,719 -1,788-2.4% -$2.39万 减仓
MAIN MAIN STR CAP CORP $98.60万0.00%18,735 -12,625-40.3% -$66.45万 减仓
KNSA KINIKSA PHARMACEUTICALS INTL $98.52万0.00%20,181 3,75722.9% $18.34万 加仓
FNV FRANCO NEV CORP $98.45万0.00%3,820 -1,374-26.5% -$35.41万 减仓
— FIRST TR EXCHNG TRADED FD VI $98.24万0.00%37,342 30,434440.6% $80.07万 加仓
RS RELIANCE INC $98.10万0.00%9,269 5,152125.1% $54.52万 加仓
TDC TERADATA CORP DEL $98.07万0.00%38,489 -6,103-13.7% -$15.55万 减仓
ETH GRAYSCALE ETHEREUM MINI TR E $98.04万0.00%50,070 -25,348-33.6% -$49.63万 减仓
— PROSHARES TR II $98.01万0.00%21,200 -5,500-20.6% -$25.43万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $97.89万0.00%34,874 5,90820.4% $16.58万 加仓
ATRO ASTRONICS CORP $97.89万0.00%14,016 7575.7% $5.29万 加仓
ANF ABERCROMBIE & FITCH CO $97.78万0.00%10,599 2,87337.2% $26.50万 加仓
WMS ADVANCED DRAIN SYS INC DEL $97.71万0.00%7,098 -903-11.3% -$12.43万 减仓
QYLD GLOBAL X FDS $97.65万0.00%56,476 -53,404-48.6% -$92.34万 减仓
IVT INVENTRUST PPTYS CORP $97.51万0.00%31,731 -2,180-6.4% -$6.70万 减仓
ARKQ ARK ETF TR $97.51万0.00%8,486 6798.7% $7.80万 加仓
JXN JACKSON FINANCIAL INC $97.50万0.00%9,402 -4,820-33.9% -$49.98万 减仓
DBX DROPBOX INC $97.27万0.00%41,570 1,6644.2% $3.89万 加仓
SWKS SKYWORKS SOLUTIONS INC $97.27万0.00%42,106 14,58553.0% $33.69万 加仓
— INNOVATOR ETFS TRUST $97.14万0.00%25,442 -30,611-54.6% -$116.88万 减仓
FAF FIRST AMERN FINL CORP $96.68万0.00%16,603 -11,015-39.9% -$64.14万 减仓
HAFC HANMI FINL CORP $96.40万0.00%36,418 6,90223.4% $18.27万 加仓
BF/B BROWN FORMAN CORP $96.25万0.00%35,981 -37,098-50.8% -$99.24万 减仓
BOH BANK HAWAII CORP $96.07万0.00%18,142 6,91661.6% $36.62万 加仓
— INNOVATOR ETFS TRUST $96.02万0.00%56,936 -610-1.1% -$1.03万 减仓
YETI YETI HLDGS INC $95.77万0.00%26,338 5,91629.0% $21.51万 加仓
UNG UNITED STS NAT GAS FD LP $95.70万0.00%84,313 -1,260-1.5% -$1.43万 减仓
FYC FIRST TR EXCHANGE-TRADED ALP $95.64万0.00%9,674 6,904249.2% $68.26万 加仓
IMCV ISHARES TR $95.64万0.00%11,231 -6,393-36.3% -$54.44万 减仓
DFEM DIMENSIONAL ETF TRUST $95.52万0.00%43,821 -58-0.1% -$1,264 减仓
— GATES INDL CORP PLC $95.29万0.00%43,236 -4,375-9.2% -$9.64万 减仓
HUN HUNTSMAN CORP $95.11万0.00%85,307 18,66428.0% $20.81万 加仓
BEN FRANKLIN RESOURCES INC $94.99万0.00%40,594 -3,920-8.8% -$9.17万 减仓
ARTY ISHARES TR $94.83万0.00%19,869 -11,348-36.4% -$54.16万 减仓
CSW CSW INDUSTRIALS INC $94.82万0.00%3,603 591.7% $1.55万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $94.82万0.00%7,432 -3,528-32.2% -$45.01万 减仓
NJAN INNOVATOR ETFS TRUST $94.68万0.00%17,565 -2,503-12.5% -$13.49万 减仓
LII LENNOX INTL INC $94.39万0.00%2,076 -2,634-55.9% -$119.76万 减仓
SLAB SILICON LABORATORIES INC $94.30万0.00%4,509 2255.3% $4.71万 加仓
FNB F N B CORP $94.24万0.00%55,898 -60,196-51.9% -$101.49万 减仓
HXL HEXCEL CORP NEW $94.05万0.00%11,874 -3,097-20.7% -$24.53万 减仓
— NEOS ETF TRUST $94.00万0.00%28,880 11,49666.1% $37.42万 加仓
SDIV GLOBAL X FDS $93.99万0.00%37,061 -50,156-57.5% -$127.19万 减仓
RMBS RAMBUS INC DEL $93.94万0.00%10,098 500.5% $4,652 加仓
EXPO EXPONENT INC $93.93万0.00%14,111 5,33560.8% $35.51万 加仓
IYT ISHARES TR $93.52万0.00%12,423 6,486109.2% $48.83万 加仓
VIAV VIAVI SOLUTIONS INC $93.47万0.00%53,538 17,11947.0% $29.89万 加仓
PAYC PAYCOM SOFTWARE INC $93.27万0.00%7,548 -13,137-63.5% -$162.33万 减仓
OTF BLUE OWL TECHNOLOGY FIN CORP $93.17万0.00%81,086 7,0949.6% $8.15万 加仓
INSW INTERNATIONAL SEAWAYS INC $92.97万0.00%12,333 2,39524.1% $18.05万 加仓
— LISTED FDS TR $92.90万0.00%39,890 -22,150-35.7% -$51.59万 减仓
ONON ON HLDG AG $92.85万0.00%28,112 5191.9% $1.71万 加仓
EWY ISHARES INC $92.78万0.00%7,551 3004.1% $3.69万 加仓
WTFC WINTRUST FINL CORP $92.76万0.00%6,645 -1,484-18.3% -$20.72万 减仓
CAIE CALAMOS ETF TR $92.72万0.00%37,176 4,12112.5% $10.28万 加仓
RNG RINGCENTRAL INC $92.69万0.00%24,535 -6,054-19.8% -$22.87万 减仓
MIDD MIDDLEBY CORP $92.23万0.00%6,983 -549-7.3% -$7.25万 减仓
DCO DUCOMMUN INC DEL $91.90万0.00%7,533 6,774892.5% $82.64万 加仓
LNC LINCOLN NATL CORP IND $91.77万0.00%26,311 -9,029-25.5% -$31.49万 减仓
— INNOVATOR ETFS TRUST $91.51万0.00%28,641 26,6791,359.8% $85.24万 加仓
BHK BLACKROCK CORE BD TR $91.05万0.00%99,621 -15,677-13.6% -$14.33万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $90.96万0.00%14,050 -25,791-64.7% -$166.97万 减仓
HP HELMERICH & PAYNE INC $90.94万0.00%26,126 10,49467.1% $36.53万 加仓
GRID FIRST TR EXCHANGE TRADED FD $90.92万0.00%5,480 -570-9.4% -$9.46万 减仓