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 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $1.09亿 | 0.18% | 327,681 | 155,822 | 90.7% | $5,204.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.09亿 | 0.18% | 1,391,339 | 174,267 | 14.3% | $1,365.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.04亿 | 0.17% | 1,164,059 | -39,210 | -3.3% | -$350.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.02亿 | 0.17% | 341,697 | 29,339 | 9.4% | $879.64万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.02亿 | 0.17% | 330,319 | 202,997 | 159.4% | $6,274.60万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.02亿 | 0.17% | 1,853,369 | 46,703 | 2.6% | $256.96万 | 加仓 |
| QCOM | QUALCOMM INC | $1.01亿 | 0.17% | 572,675 | -6,009 | -1.0% | -$106.43万 | 减仓 |
| IEF | ISHARES TR | $1.00亿 | 0.17% | 1,072,839 | -146,062 | -12.0% | -$1,367.58万 | 减仓 |
| KO | COCA COLA CO | $1.00亿 | 0.17% | 1,220,829 | 198,551 | 19.4% | $1,627.24万 | 加仓 |
| — | FIS TR | $9,890.82万 | 0.17% | 2,663,455 | 2,663,455 | — | $9,890.82万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $9,868.14万 | 0.16% | 1,960,299 | 99,728 | 5.4% | $502.03万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $9,857.29万 | 0.16% | 4,095,259 | 685,914 | 20.1% | $1,650.99万 | 加仓 |
| ICSH | ISHARES TR | $9,804.58万 | 0.16% | 1,947,459 | 210,001 | 12.1% | $1,057.26万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $9,735.70万 | 0.16% | 2,788,801 | 100,291 | 3.7% | $350.12万 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $9,688.96万 | 0.16% | 3,539,167 | 194,784 | 5.8% | $533.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $9,644.98万 | 0.16% | 234,497 | 19,462 | 9.1% | $800.48万 | 加仓 |
| ALL | ALLSTATE CORP | $8,984.91万 | 0.15% | 369,307 | 164,835 | 80.6% | $4,010.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $8,980.83万 | 0.15% | 937,292 | -13,344 | -1.4% | -$127.86万 | 减仓 |
| IVW | ISHARES TR | $8,975.78万 | 0.15% | 647,650 | 44,306 | 7.3% | $614.04万 | 加仓 |
| MCK | MCKESSON CORP | $8,625.39万 | 0.14% | 107,657 | 1,042 | 1.0% | $83.48万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $8,493.02万 | 0.14% | 1,370,284 | -74,823 | -5.2% | -$463.75万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $8,469.60万 | 0.14% | 1,041,811 | 13,280 | 1.3% | $107.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8,420.51万 | 0.14% | 1,764,695 | 129,151 | 7.9% | $616.26万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $8,395.22万 | 0.14% | 1,171,875 | 27,044 | 2.4% | $193.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,364.51万 | 0.14% | 214,789 | 13,890 | 6.9% | $540.92万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,246.27万 | 0.14% | 384,800 | -5,549 | -1.4% | -$118.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $8,230.80万 | 0.14% | 1,664,709 | 372,753 | 28.9% | $1,843.00万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $8,142.50万 | 0.14% | 1,761,178 | -179,762 | -9.3% | -$831.10万 | 减仓 |
| MCD | MCDONALDS CORP | $8,118.32万 | 0.14% | 299,919 | 46,833 | 18.5% | $1,267.69万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,042.75万 | 0.13% | 1,450,974 | 254,209 | 21.2% | $1,409.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,028.10万 | 0.13% | 243,959 | 11,340 | 4.9% | $373.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $8,017.11万 | 0.13% | 459,315 | -51,533 | -10.1% | -$899.48万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $7,970.55万 | 0.13% | 220,436 | 26,314 | 13.6% | $951.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,957.40万 | 0.13% | 1,178,115 | 99,306 | 9.2% | $670.75万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $7,954.45万 | 0.13% | 867,409 | 54,236 | 6.7% | $497.36万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $7,712.75万 | 0.13% | 1,014,569 | 74,860 | 8.0% | $569.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $7,683.94万 | 0.13% | 317,453 | -7,069 | -2.2% | -$171.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,611.90万 | 0.13% | 117,005 | 642 | 0.6% | $41.77万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $7,544.03万 | 0.13% | 3,099,211 | 993,483 | 47.2% | $2,418.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7,533.70万 | 0.13% | 339,398 | -30,975 | -8.4% | -$687.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,532.77万 | 0.13% | 379,211 | 28,986 | 8.3% | $575.79万 | 加仓 |
| TXUE | THORNBURG ETF TR | $7,514.30万 | 0.13% | 2,160,816 | 294,694 | 15.8% | $1,024.81万 | 加仓 |
| PFE | PFIZER INC | $7,493.36万 | 0.13% | 3,158,575 | 462,844 | 17.2% | $1,098.04万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $7,471.35万 | 0.12% | 3,049,531 | 465,175 | 18.0% | $1,139.68万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $7,403.80万 | 0.12% | 732,753 | 27,635 | 3.9% | $279.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,381.99万 | 0.12% | 247,593 | 19,564 | 8.6% | $583.30万 | 加仓 |
| EFA | ISHARES TR | $7,340.14万 | 0.12% | 710,193 | 18,359 | 2.7% | $189.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $7,317.69万 | 0.12% | 1,010,021 | 21,795 | 2.2% | $157.91万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $7,274.43万 | 0.12% | 1,503,752 | 172,925 | 13.0% | $836.53万 | 加仓 |
| TMUS | T-MOBILE US INC | $7,240.46万 | 0.12% | 440,262 | -236,395 | -34.9% | -$3,887.70万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $7,228.08万 | 0.12% | 137,986 | 47,755 | 52.9% | $2,501.54万 | 加仓 |
| ORCL | ORACLE CORP | $7,140.13万 | 0.12% | 694,940 | -102,715 | -12.9% | -$1,055.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $7,121.95万 | 0.12% | 665,748 | 80,885 | 13.8% | $865.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,096.93万 | 0.12% | 291,021 | 36,737 | 14.4% | $895.88万 | 加仓 |
| INTC | INTEL CORP | $7,069.18万 | 0.12% | 724,206 | -131,814 | -15.4% | -$1,286.67万 | 减仓 |
| DGRW | WISDOMTREE TR | $7,061.51万 | 0.12% | 727,465 | 10,692 | 1.5% | $103.79万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,061.25万 | 0.12% | 2,500,208 | 179,825 | 7.7% | $507.87万 | 加仓 |
| FEGE | RBB FUND TRUST | $7,034.10万 | 0.12% | 1,414,173 | 244,229 | 20.9% | $1,214.79万 | 加仓 |
| MUB | ISHARES TR | $6,985.72万 | 0.12% | 652,810 | 160,579 | 32.6% | $1,718.36万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,969.70万 | 0.12% | 921,461 | 158,322 | 20.7% | $1,197.51万 | 加仓 |
| ADI | ANALOG DEVICES INC | $6,958.63万 | 0.12% | 261,417 | -1,666 | -0.6% | -$44.35万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,854.12万 | 0.11% | 1,384,672 | 86,370 | 6.7% | $427.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6,799.36万 | 0.11% | 1,444,828 | 44,150 | 3.2% | $207.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6,728.76万 | 0.11% | 365,638 | 30,334 | 9.0% | $558.23万 | 加仓 |
| DHI | D R HORTON INC | $6,670.07万 | 0.11% | 451,760 | 136,056 | 43.1% | $2,008.82万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $6,665.69万 | 0.11% | 2,636,743 | -36,694 | -1.4% | -$92.76万 | 减仓 |
| FTMS | PUTNAM ETF TRUST | $6,658.94万 | 0.11% | 6,712,644 | 495,508 | 8.0% | $491.54万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $6,599.60万 | 0.11% | 429,242 | 111,393 | 35.0% | $1,712.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,556.96万 | 0.11% | 1,892,340 | 43,073 | 2.3% | $149.25万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6,531.29万 | 0.11% | 603,836 | 114,066 | 23.3% | $1,233.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,529.12万 | 0.11% | 376,874 | 285,830 | 313.9% | $4,951.84万 | 加仓 |
| DBEF | DBX ETF TR | $6,401.22万 | 0.11% | 1,168,746 | 2,152 | 0.2% | $11.79万 | 加仓 |
| IGIB | ISHARES TR | $6,386.67万 | 0.11% | 1,213,272 | 140,903 | 13.1% | $741.71万 | 加仓 |
| BA | BOEING CO | $6,357.65万 | 0.11% | 337,899 | 60,975 | 22.0% | $1,147.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6,327.16万 | 0.11% | 755,696 | 141,790 | 23.1% | $1,187.15万 | 加仓 |
| GLD | SPDR GOLD TR | $6,296.43万 | 0.11% | 170,759 | -15,774 | -8.5% | -$581.64万 | 减仓 |
| — | EA SERIES TRUST | $6,195.84万 | 0.10% | 1,827,130 | 13,844 | 0.8% | $46.95万 | 加仓 |
| IWR | ISHARES TR | $6,194.47万 | 0.10% | 563,031 | 8,603 | 1.6% | $94.65万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6,180.94万 | 0.10% | 1,328,664 | 141,683 | 11.9% | $659.11万 | 加仓 |
| MMM | 3M CO | $6,156.00万 | 0.10% | 392,929 | 18,050 | 4.8% | $282.79万 | 加仓 |
| PYLD | PIMCO ETF TR | $6,105.67万 | 0.10% | 2,321,549 | 191,639 | 9.0% | $504.01万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $6,009.57万 | 0.10% | 1,595,320 | 246,449 | 18.3% | $928.37万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,002.16万 | 0.10% | 471,368 | 16,212 | 3.6% | $206.44万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,928.03万 | 0.10% | 1,445,862 | 53,690 | 3.9% | $220.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,924.78万 | 0.10% | 492,831 | 30,031 | 6.5% | $361.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,787.22万 | 0.10% | 466,900 | 59,995 | 14.7% | $743.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,767.83万 | 0.10% | 1,153,768 | -33,502 | -2.8% | -$167.48万 | 减仓 |
| WINN | HARBOR ETF TRUST | $5,756.15万 | 0.10% | 1,736,919 | 146,257 | 9.2% | $484.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5,752.79万 | 0.10% | 194,637 | 19,195 | 10.9% | $567.34万 | 加仓 |
| NFLX | NETFLIX INC. | $5,748.67万 | 0.10% | 945,955 | 87,564 | 10.2% | $532.14万 | 加仓 |
| DIS | DISNEY WALT CO | $5,701.50万 | 0.10% | 726,540 | 37,575 | 5.5% | $294.87万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,687.94万 | 0.10% | 353,157 | 7,678 | 2.2% | $123.66万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,687.79万 | 0.10% | 560,526 | 69,678 | 14.2% | $707.04万 | 加仓 |
| ROST | ROSS STORES INC | $5,628.41万 | 0.09% | 259,754 | 44,517 | 20.7% | $964.60万 | 加仓 |
| IVZ | INVESCO LTD | $5,601.05万 | 0.09% | 1,969,959 | 454,882 | 30.0% | $1,293.34万 | 加仓 |
| MBB | ISHARES TR | $5,571.37万 | 0.09% | 594,470 | 32,824 | 5.8% | $307.63万 | 加仓 |
| C | CITIGROUP INC | $5,493.53万 | 0.09% | 522,268 | 48,961 | 10.3% | $515.00万 | 加仓 |
| MO | ALTRIA GROUP INC | $5,462.81万 | 0.09% | 768,103 | 81,654 | 11.9% | $580.73万 | 加仓 |
| SO | SOUTHERN CO | $5,372.39万 | 0.09% | 570,498 | 104,203 | 22.3% | $981.28万 | 加仓 |
| QUAL | ISHARES TR | $5,354.82万 | 0.09% | 243,745 | -30,472 | -11.1% | -$669.44万 | 减仓 |