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
SAFT SAFETY INS GROUP INC $60.93万0.00%8,335 -7-0.1% -$512 减仓
OLED UNIVERSAL DISPLAY CORP $60.77万0.00%6,773 -2,491-26.9% -$22.35万 减仓
XRAY DENTSPLY SIRONA INC $60.75万0.00%52,237 -28,323-35.2% -$32.94万 减仓
OII OCEANEERING INTL INC $60.70万0.00%23,754 4291.8% $1.10万 加仓
PLNT PLANET FITNESS INC $60.44万0.00%8,246 3,70181.4% $27.12万 加仓
HIFS HINGHAM INSTN SVGS MASS $60.41万0.00%2,115 2,115— $60.41万 新建仓
HTO H2O AMERICA $60.36万0.00%10,199 1,50617.3% $8.91万 加仓
EZM WISDOMTREE TR $60.09万0.00%8,875 230.3% $1,557 加仓
CCS CENTURY CMNTYS INC $60.05万0.00%14,251 6,44682.6% $27.16万 加仓
CELH CELSIUS HLDGS INC $59.82万0.00%17,552 -11,945-40.5% -$40.71万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $59.80万0.00%10,065 -11,660-53.7% -$69.28万 减仓
BHVN BIOHAVEN LTD $59.80万0.00%61,017 21,99756.4% $21.56万 加仓
XPRO EXPRO GROUP HOLDINGS NV $59.78万0.00%35,885 -8,623-19.4% -$14.37万 减仓
HAE HAEMONETICS CORP MASS $59.73万0.00%10,510 1841.8% $1.05万 加仓
KNSL KINSALE CAP GROUP INC $59.65万0.00%1,730 -325-15.8% -$11.21万 减仓
ARM ARM HOLDINGS PLC $59.60万0.00%3,997 -5,599-58.3% -$83.49万 减仓
IYG ISHARES TR $59.47万0.00%7,152 -3,943-35.5% -$32.79万 减仓
GTOP GOLDMAN SACHS ETF TR $59.34万0.00%16,080 -1,614-9.1% -$5.96万 减仓
CYTK CYTOKINETICS INC $59.21万0.00%8,873 -1,109-11.1% -$7.40万 减仓
SNDR SCHNEIDER NATIONAL INC $59.05万0.00%21,845 -6,757-23.6% -$18.26万 减仓
— INNOVATOR ETFS TRUST $58.89万0.00%22,315 22,315— $58.89万 新建仓
EFOR ASGN INC $58.84万0.00%25,551 15,191146.6% $34.99万 加仓
TXNM TXNM ENERGY INC $58.84万0.00%9,999 -260-2.5% -$1.53万 减仓
NFJ VIRTUS DIVIDEND INTEREST & P $58.83万0.00%46,215 -556-1.2% -$7,078 减仓
AMG AFFILIATED MANAGERS GROUP IN $58.69万0.00%2,211 -1,396-38.7% -$37.06万 减仓
— INVESCO ADVANTAGE MUN INCOME $58.41万0.00%67,369 00.0% — 不变
IVOG VANGUARD ADMIRAL FDS INC $58.39万0.00%4,614 -668-12.6% -$8.45万 减仓
CDP COPT DEFENSE PROPERTIES $58.36万0.00%18,614 -2,166-10.4% -$6.79万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $58.32万0.00%10,582 -3,719-26.0% -$20.49万 减仓
— SEALED AIR CORP NEW $58.28万0.00%13,850 -1,030-6.9% -$4.33万 减仓
IOSP INNOSPEC INC $58.27万0.00%7,897 -1,326-14.4% -$9.78万 减仓
IAUM ISHARES GOLD TR $58.19万0.00%12,495 3,28935.7% $15.32万 加仓
GOVI INVESCO EXCH TRADED FD TR II $58.11万0.00%21,267 -5,093-19.3% -$13.92万 减仓
IOO ISHARES TR $57.92万0.00%4,749 -129,679-96.5% -$1,581.67万 减仓
RIVN RIVIAN AUTOMOTIVE INC $57.85万0.00%37,562 -9,330-19.9% -$14.37万 减仓
ZD ZIFF DAVIS INC $57.80万0.00%13,384 4533.5% $1.96万 加仓
SNN SMITH & NEPHEW PLC $57.70万0.00%17,951 -10,781-37.5% -$34.65万 减仓
DBMF LITMAN GREGORY FDS TR $57.65万0.00%19,019 -14,999-44.1% -$45.46万 减仓
QTWO Q2 HLDGS INC $57.65万0.00%12,075 4,80266.0% $22.92万 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $57.60万0.00%61,539 2730.4% $2,555 加仓
— FALCONS BEYOND GLOBAL INC $57.56万0.00%51,032 2930.6% $3,305 加仓
NULV NUSHARES ETF TR $57.54万0.00%12,511 -721-5.4% -$3.32万 减仓
KVYO KLAVIYO INC $57.52万0.00%30,053 30,053— $57.52万 新建仓
DNOV FIRST TR EXCHNG TRADED FD VI $57.41万0.00%11,920 2,39925.2% $11.55万 加仓
QBTS D-WAVE QUANTUM INC $57.36万0.00%40,053 -7,406-15.6% -$10.61万 减仓
RDY DR REDDYS LABS LTD $57.33万0.00%41,397 29,834258.0% $41.32万 加仓
GVA GRANITE CONSTR INC $57.32万0.00%14,104 8,666159.4% $35.22万 加仓
LBTYK LIBERTY GLOBAL LTD $57.29万0.00%48,184 13,11037.4% $15.59万 加仓
FELE FRANKLIN ELEC INC $57.28万0.00%6,147 -1,738-22.0% -$16.20万 减仓
CPK CHESAPEAKE UTILS CORP $57.22万0.00%4,420 -1,505-25.4% -$19.48万 减仓
DLS WISDOMTREE TR $57.16万0.00%6,944 -1,899-21.5% -$15.63万 减仓
SHE SPDR SERIES TRUST $57.11万0.00%4,414 -1,094-19.9% -$14.15万 减仓
FELG FIDELITY COVINGTON TRUST $57.04万0.00%15,082 -9,780-39.3% -$36.99万 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $57.02万0.00%15,312 -3,966-20.6% -$14.77万 减仓
PDFS PDF SOLUTIONS INC $56.99万0.00%16,418 3732.3% $1.29万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $56.83万0.00%16,532 16,532— $56.83万 新建仓
— INNOVATOR ETFS TRUST $56.75万0.00%19,372 3,93325.5% $11.52万 加仓
RUSHA RUSH ENTERPRISES INC $56.72万0.00%8,628 -36,273-80.8% -$238.46万 减仓
SNDX SYNDAX PHARMACEUTICALS INC $56.70万0.00%22,545 2,35011.6% $5.91万 加仓
THFF FIRST FINANCIAL CORPORATION $56.46万0.00%8,830 91311.5% $5.84万 加仓
PEBO PEOPLES BANCORP INC $56.37万0.00%16,847 1,57610.3% $5.27万 加仓
MIRM MIRUM PHARMACEUTICALS INC $56.35万0.00%6,100 2,34062.2% $21.62万 加仓
KMT KENNAMETAL INC $56.28万0.00%15,638 3,67030.7% $13.21万 加仓
CCNE CNB FINL CORP PA $56.27万0.00%19,199 -101,812-84.1% -$298.41万 减仓
RGTI RIGETTI COMPUTING INC $56.27万0.00%39,654 12,42045.6% $17.62万 加仓
— FIRST TR EXCHNG TRADED FD VI $56.18万0.00%14,467 -4,044-21.8% -$15.70万 减仓
FIBK FIRST INTST BANCSYSTEM INC $56.06万0.00%16,744 -1,759-9.5% -$5.89万 减仓
OIS OIL STS INTL INC $56.05万0.00%49,998 8,18719.6% $9.18万 加仓
— INVESCO EXCHANGE TRADED FD T $56.02万0.00%10,075 -330-3.2% -$1.83万 减仓
UJUN INNOVATOR ETFS TRUST $55.89万0.00%14,941 -1,686-10.1% -$6.31万 减仓
SIG SIGNET JEWELERS LIMITED $55.81万0.00%6,578 62910.6% $5.34万 加仓
BYD BOYD GAMING CORP $55.63万0.00%6,644 -643-8.8% -$5.38万 减仓
MDU MDU RES GROUP INC $55.42万0.00%25,992 940.4% $2,004 加仓
APPN APPIAN CORP $55.39万0.00%22,638 3,69319.5% $9.04万 加仓
FDRR FIDELITY COVINGTON TRUST $55.32万0.00%9,350 6006.9% $3.55万 加仓
XHR XENIA HOTELS & RESORTS INC $55.27万0.00%37,320 -4,487-10.7% -$6.65万 减仓
— AMICUS THERAPEUTICS INC $55.24万0.00%38,254 9282.5% $1.34万 加仓
PFS PROVIDENT FINL SVCS INC $55.24万0.00%25,933 2,78512.0% $5.93万 加仓
— ISHARES TR $55.19万0.00%23,016 -101,956-81.6% -$244.49万 减仓
EPI WISDOMTREE TR $55.18万0.00%13,530 -7,022-34.2% -$28.64万 减仓
— CATALYST PHARMACEUTICALS INC $54.98万0.00%22,270 -7,234-24.5% -$17.86万 减仓
— VANECK FDS $54.83万0.00%16,717 16,717— $54.83万 新建仓
ZG ZILLOW GROUP INC $54.81万0.00%13,486 9,571244.5% $38.90万 加仓
PTEN PATTERSON-UTI ENERGY INC $54.72万0.00%51,575 3,9628.3% $4.20万 加仓
BSJS INVESCO EXCH TRD SLF IDX FD $54.67万0.00%25,126 -19,611-43.8% -$42.67万 减仓
BIZD VANECK ETF TRUST $54.65万0.00%44,178 -23,603-34.8% -$29.20万 减仓
SHOO MADDEN STEVEN LTD $54.47万0.00%16,026 -421-2.6% -$1.43万 减仓
FSMD FIDELITY COVINGTON TRUST $54.47万0.00%11,998 -6,510-35.2% -$29.56万 减仓
ARDX ARDELYX INC $54.39万0.00%91,558 22,11131.8% $13.13万 加仓
LOGI LOGITECH INTL S A $54.38万0.00%10,243 3,95662.9% $21.00万 加仓
IHE ISHARES TR $54.35万0.00%6,246 1,55033.0% $13.49万 加仓
ESI ELEMENT SOLUTIONS INC $54.27万0.00%15,926 -17,028-51.7% -$58.03万 减仓
UVSP UNIVEST FINANCIAL CORPORATIO $54.10万0.00%15,450 -1,453-8.6% -$5.09万 减仓
LEVI LEVI STRAUSS & CO NEW $53.98万0.00%28,562 1,8306.8% $3.46万 加仓
NCNO NCINO INC $53.86万0.00%31,495 22,481249.4% $38.44万 加仓
LGND LIGAND PHARMACEUTICALS INC $53.85万0.00%2,698 100.4% $1,996 加仓
XHB SPDR SERIES TRUST $53.77万0.00%5,475 -2,088-27.6% -$20.51万 减仓
DHT DHT HOLDINGS INC $53.77万0.00%28,814 4,87820.4% $9.10万 加仓
GABC GERMAN AMERN BANCORP INC $53.74万0.00%12,607 -10,883-46.3% -$46.39万 减仓
SANM SANMINA CORPORATION $53.74万0.00%4,127 -795-16.2% -$10.35万 减仓