WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$598.55亿2026Q2 申报市值
4,137持仓数
23.5%前十大占比 · 第一大 6.0%
592 / 154新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$4.01亿
AAPL 加仓+$2.48亿
IVV 加仓+$2.32亿
SMTH 加仓+$1.93亿
AMAT 加仓+$1.81亿
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$5.00亿
KLAC 减仓-$2.31亿
BRK/B 减仓-$1.29亿
APH 减仓-$9,165.05万
NEOS ETF TRUST 清仓-$6,736.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CPT | CAMDEN PPTY TR | $149.18万 | 0.00% | 13,206 | 5,488 | 71.1% | $61.99万 | 加仓 |
| MIDD | MIDDLEBY CORP | $149.10万 | 0.00% | 10,990 | 4,007 | 57.4% | $54.36万 | 加仓 |
| OACP | UNIFIED SER TR | $149.07万 | 0.00% | 65,988 | 55,255 | 514.8% | $124.82万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $149.01万 | 0.00% | 30,030 | -1,345 | -4.3% | -$6.67万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $148.87万 | 0.00% | 29,721 | 859 | 3.0% | $4.30万 | 加仓 |
| OTTR | OTTER TAIL CORP | $148.16万 | 0.00% | 16,655 | 822 | 5.2% | $7.31万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $147.78万 | 0.00% | 42,958 | 6,991 | 19.4% | $24.05万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $147.70万 | 0.00% | 21,503 | -97 | -0.4% | -$6,663 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $147.46万 | 0.00% | 12,561 | 2,934 | 30.5% | $34.44万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $147.20万 | 0.00% | 66,575 | 17,762 | 36.4% | $39.27万 | 加仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $147.17万 | 0.00% | 44,287 | 2,715 | 6.5% | $9.02万 | 加仓 |
| PPLI | PEOPLE INC | $147.08万 | 0.00% | 31,630 | 5,643 | 21.7% | $26.24万 | 加仓 |
| THO | THOR INDS INC | $146.94万 | 0.00% | 20,168 | 15,231 | 308.5% | $110.97万 | 加仓 |
| XPO | XPO INC | $146.82万 | 0.00% | 10,067 | 1,922 | 23.6% | $28.03万 | 加仓 |
| DB | DEUTSCHE BK AG | $146.47万 | 0.00% | 40,948 | 6,075 | 17.4% | $21.73万 | 加仓 |
| RELX | RELX PLC | $146.43万 | 0.00% | 45,138 | -11,056 | -19.7% | -$35.87万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $146.42万 | 0.00% | 40,627 | 17,799 | 78.0% | $64.15万 | 加仓 |
| LRN | STRIDE INC | $146.15万 | 0.00% | 16,947 | 456 | 2.8% | $3.93万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $146.14万 | 0.00% | 27,657 | 8,922 | 47.6% | $47.14万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $145.90万 | 0.00% | 19,899 | 2,962 | 17.5% | $21.72万 | 加仓 |
| MOG/A | MOOG INC | $145.59万 | 0.00% | 3,576 | 1,847 | 106.8% | $75.20万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $145.25万 | 0.00% | 13,294 | 280 | 2.2% | $3.06万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $145.20万 | 0.00% | 40,367 | 4,518 | 12.6% | $16.25万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $145.15万 | 0.00% | 54,917 | 32,237 | 142.1% | $85.21万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $145.08万 | 0.00% | 112,206 | 44,039 | 64.6% | $56.94万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $144.90万 | 0.00% | 17,730 | -978 | -5.2% | -$7.99万 | 减仓 |
| WHR | WHIRLPOOL CORP | $144.76万 | 0.00% | 35,551 | 16,660 | 88.2% | $67.84万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $144.44万 | 0.00% | 88,397 | -2,600 | -2.9% | -$4.25万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $144.41万 | 0.00% | 30,000 | 30,000 | — | $144.41万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $144.35万 | 0.00% | 20,200 | 792 | 4.1% | $5.66万 | 加仓 |
| WSBC | WESBANCO INC | $144.05万 | 0.00% | 42,883 | 13,732 | 47.1% | $46.13万 | 加仓 |
| RNG | RINGCENTRAL INC | $144.01万 | 0.00% | 34,477 | 9,942 | 40.5% | $41.53万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $143.86万 | 0.00% | 28,639 | 439 | 1.6% | $2.21万 | 加仓 |
| AGIX | KRANESHARES TRUST | $143.41万 | 0.00% | 31,561 | 31,561 | — | $143.41万 | 新建仓 |
| TTD | THE TRADE DESK INC | $143.17万 | 0.00% | 73,310 | 5,236 | 7.7% | $10.23万 | 加仓 |
| — | VS TRUST | $143.00万 | 0.00% | 57,500 | -5,700 | -9.0% | -$14.18万 | 减仓 |
| TRMB | TRIMBLE INC | $142.89万 | 0.00% | 27,053 | -28,905 | -51.7% | -$152.67万 | 减仓 |
| SSO | PROSHARES TR | $142.75万 | 0.00% | 20,772 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $142.59万 | 0.00% | 7,699 | 166 | 2.2% | $3.07万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $142.53万 | 0.00% | 135,483 | 18,787 | 16.1% | $19.76万 | 加仓 |
| AOS | SMITH A O CORP | $142.47万 | 0.00% | 23,572 | 820 | 3.6% | $4.96万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $142.35万 | 0.00% | 23,561 | 1,547 | 7.0% | $9.35万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $142.32万 | 0.00% | 22,790 | 2,874 | 14.4% | $17.95万 | 加仓 |
| QLYS | QUALYS INC | $142.01万 | 0.00% | 9,300 | 1,085 | 13.2% | $16.57万 | 加仓 |
| SLM | SLM CORP | $141.79万 | 0.00% | 66,658 | 31,907 | 91.8% | $67.87万 | 加仓 |
| ALV | AUTOLIV INC | $141.69万 | 0.00% | 14,777 | 4,171 | 39.3% | $39.99万 | 加仓 |
| BAND | BANDWIDTH INC | $141.58万 | 0.00% | 18,757 | 4,239 | 29.2% | $32.00万 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $141.25万 | 0.00% | 32,767 | 14,469 | 79.1% | $62.37万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $141.07万 | 0.00% | 45,838 | 45,838 | — | $141.07万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $140.91万 | 0.00% | 79,343 | -465 | -0.6% | -$8,258 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $140.89万 | 0.00% | 8,546 | 3,167 | 58.9% | $52.21万 | 加仓 |
| SHLD | GLOBAL X FDS | $140.83万 | 0.00% | 23,015 | 12,563 | 120.2% | $76.87万 | 加仓 |
| LII | LENNOX INTL INC | $140.71万 | 0.00% | 2,549 | 473 | 22.8% | $26.11万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $140.70万 | 0.00% | 61,738 | 5,370 | 9.5% | $12.24万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $140.64万 | 0.00% | 48,017 | -45,339 | -48.6% | -$132.80万 | 减仓 |
| KMPR | KEMPER CORP | $140.42万 | 0.00% | 47,714 | 25,691 | 116.7% | $75.61万 | 加仓 |
| IWL | ISHARES TR | $140.28万 | 0.00% | 7,497 | -2,645 | -26.1% | -$49.49万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $140.26万 | 0.00% | 76,476 | -15,084 | -16.5% | -$27.66万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $139.92万 | 0.00% | 114,503 | 46,866 | 69.3% | $57.27万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $139.86万 | 0.00% | 21,697 | 19,109 | 738.4% | $123.17万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $139.62万 | 0.00% | 33,195 | 3,119 | 10.4% | $13.12万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $139.43万 | 0.00% | 45,327 | -577 | -1.3% | -$1.77万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $139.38万 | 0.00% | 28,051 | 559 | 2.0% | $2.78万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $139.07万 | 0.00% | 8,680 | 5,723 | 193.5% | $91.69万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $138.85万 | 0.00% | 53,058 | 17,077 | 47.5% | $44.69万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $138.71万 | 0.00% | 34,847 | -500 | -1.4% | -$1.99万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $138.63万 | 0.00% | 132,917 | 4,542 | 3.5% | $4.74万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $138.61万 | 0.00% | 119,700 | 7,493 | 6.7% | $8.68万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $138.31万 | 0.00% | 36,255 | -450 | -1.2% | -$1.72万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $137.97万 | 0.00% | 26,236 | -543 | -2.0% | -$2.86万 | 减仓 |
| — | QORVO INC | $137.69万 | 0.00% | 65,448 | 7,547 | 13.0% | $15.88万 | 加仓 |
| — | ISHARES TR | $137.61万 | 0.00% | 55,386 | 55,386 | — | $137.61万 | 新建仓 |
| IEV | ISHARES TR | $137.53万 | 0.00% | 18,896 | -1,725 | -8.4% | -$12.55万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $137.33万 | 0.00% | 10,118 | 902 | 9.8% | $12.24万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $136.75万 | 0.00% | 29,270 | -878 | -2.9% | -$4.10万 | 减仓 |
| BFC | BANK FIRST CORP | $136.69万 | 0.00% | 9,276 | 5,787 | 165.9% | $85.28万 | 加仓 |
| GLD | SPDR GOLD TR 看跌期权 | $136.43万 | 0.00% | 3,700 | -6,400 | -63.4% | -$235.99万 | 减仓 |
| TRFK | PACER FDS TR | $136.34万 | 0.00% | 13,574 | -163 | -1.2% | -$1.64万 | 减仓 |
| IYK | ISHARES TR | $136.21万 | 0.00% | 18,463 | -455 | -2.4% | -$3.36万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $136.08万 | 0.00% | 33,716 | 22,760 | 207.7% | $91.86万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $135.40万 | 0.00% | 2,163 | 2,163 | — | $135.40万 | 新建仓 |
| RYN | RAYONIER INC | $135.20万 | 0.00% | 63,565 | 39,562 | 164.8% | $84.15万 | 加仓 |
| WEX | WEX INC | $134.94万 | 0.00% | 8,568 | -16,725 | -66.1% | -$263.42万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $134.50万 | 0.00% | 21,192 | 13,576 | 178.3% | $86.17万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $134.24万 | 0.00% | 25,163 | -1,514 | -5.7% | -$8.08万 | 减仓 |
| — | SPDR SERIES TRUST | $133.98万 | 0.00% | 4,311 | -293 | -6.4% | -$9.11万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $133.86万 | 0.00% | 21,370 | 2,000 | 10.3% | $12.53万 | 加仓 |
| ENVA | ENOVA INTL INC | $133.00万 | 0.00% | 5,586 | 94 | 1.7% | $2.24万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $132.96万 | 0.00% | 7,148 | -35,379 | -83.2% | -$658.10万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $131.59万 | 0.00% | 7,561 | -577 | -7.1% | -$10.04万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $131.24万 | 0.00% | 52,122 | -1,978 | -3.7% | -$4.98万 | 减仓 |
| BOH | BANK HAWAII CORP | $131.14万 | 0.00% | 21,703 | 3,561 | 19.6% | $21.52万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $131.06万 | 0.00% | 25,897 | 159 | 0.6% | $8,047 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $130.91万 | 0.00% | 52,895 | -40,926 | -43.6% | -$101.29万 | 减仓 |
| EPS | WISDOMTREE TR | $130.77万 | 0.00% | 16,560 | 5,900 | 55.3% | $46.59万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $130.74万 | 0.00% | 19,030 | 4,980 | 35.4% | $34.21万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $130.73万 | 0.00% | 50,787 | 10,841 | 27.1% | $27.90万 | 加仓 |
| INSM | INSMED INC | $130.64万 | 0.00% | 11,300 | 2,218 | 24.4% | $25.64万 | 加仓 |
| TRP | TC ENERGY CORP | $130.14万 | 0.00% | 19,328 | 418 | 2.2% | $2.81万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $130.05万 | 0.00% | 20,499 | 318 | 1.6% | $2.02万 | 加仓 |