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 |
|---|---|---|---|---|---|---|---|---|
| BHRB | BURKE HERBERT FINL SVCS CORP | $87.41万 | 0.00% | 12,434 | -918 | -6.9% | -$6.45万 | 减仓 |
| CVSA | COVISTA INC | $87.37万 | 0.00% | 13,147 | 764 | 6.2% | $5.08万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $87.29万 | 0.00% | 6,817 | 1,241 | 22.3% | $15.89万 | 加仓 |
| OKLO | OKLO INC | $87.27万 | 0.00% | 17,865 | -2,920 | -14.0% | -$14.26万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $87.24万 | 0.00% | 73,434 | 6,177 | 9.2% | $7.34万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $87.23万 | 0.00% | 68,307 | -2,449 | -3.5% | -$3.13万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $87.12万 | 0.00% | 74,657 | -79,192 | -51.5% | -$92.42万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $87.03万 | 0.00% | 50,982 | 912 | 1.8% | $1.56万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $86.61万 | 0.00% | 17,246 | 9,831 | 132.6% | $49.37万 | 重新持有 |
| SNDR | SCHNEIDER NATIONAL INC | $86.41万 | 0.00% | 23,740 | 1,895 | 8.7% | $6.90万 | 加仓 |
| NXT | NEXTPOWER INC | $86.40万 | 0.00% | 7,749 | 1,386 | 21.8% | $15.45万 | 加仓 |
| ALC | ALCON AG | $86.32万 | 0.00% | 12,730 | 3,355 | 35.8% | $22.75万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $86.27万 | 0.00% | 86,265 | 46,898 | 119.1% | $46.90万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $86.10万 | 0.00% | 19,422 | 1,219 | 6.7% | $5.40万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $86.07万 | 0.00% | 19,971 | 7,233 | 56.8% | $31.17万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $86.05万 | 0.00% | 33,704 | 3,543 | 11.7% | $9.05万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $86.00万 | 0.00% | 3,934 | -575 | -12.8% | -$12.57万 | 减仓 |
| LGIH | LGI HOMES INC | $85.56万 | 0.00% | 14,407 | 4,934 | 52.1% | $29.30万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $85.47万 | 0.00% | 17,313 | 1,233 | 7.7% | $6.09万 | 加仓 |
| APPN | APPIAN CORP | $85.44万 | 0.00% | 33,690 | 11,052 | 48.8% | $28.03万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $85.37万 | 0.00% | 53,626 | -20,093 | -27.3% | -$31.99万 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $85.33万 | 0.00% | 21,812 | 981 | 4.7% | $3.84万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $85.31万 | 0.00% | 2,600 | 2,600 | — | $85.31万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $85.08万 | 0.00% | 5,240 | 2,927 | 126.5% | $47.52万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $85.03万 | 0.00% | 81,132 | 24,576 | 43.5% | $25.76万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $84.97万 | 0.00% | 22,191 | 5,344 | 31.7% | $20.46万 | 加仓 |
| HTO | H2O AMERICA | $84.91万 | 0.00% | 13,813 | 3,614 | 35.4% | $22.21万 | 加仓 |
| FMC | FMC CORP | $84.71万 | 0.00% | 77,648 | -62,426 | -44.6% | -$68.11万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $84.49万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $84.49万 | 0.00% | 89,975 | 38,400 | 74.5% | $36.06万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $84.37万 | 0.00% | 40,241 | 18,560 | 85.6% | $38.91万 | 加仓 |
| PFFA | ETFIS SER TR I | $84.33万 | 0.00% | 40,255 | 20,042 | 99.2% | $41.99万 | 加仓 |
| KAT | ADVISORS SER TR | $84.30万 | 0.00% | 15,073 | -904 | -5.7% | -$5.06万 | 减仓 |
| PLBC | PLUMAS BANCORP | $84.27万 | 0.00% | 14,470 | 826 | 6.1% | $4.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP 看跌期权 | $84.18万 | 0.00% | 9,500 | 9,500 | — | $84.18万 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $84.16万 | 0.00% | 53,128 | -2,101 | -3.8% | -$3.33万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $84.05万 | 0.00% | 16,178 | -88,706 | -84.6% | -$460.83万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $83.90万 | 0.00% | 32,431 | 656 | 2.1% | $1.70万 | 加仓 |
| NEOG | NEOGEN CORP | $83.84万 | 0.00% | 87,155 | -2,207 | -2.5% | -$2.12万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $83.78万 | 0.00% | 10,547 | 366 | 3.6% | $2.91万 | 加仓 |
| SHE | SPDR SERIES TRUST | $83.76万 | 0.00% | 5,413 | 999 | 22.6% | $15.46万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $83.71万 | 0.00% | 21,328 | -645 | -2.9% | -$2.53万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $83.71万 | 0.00% | 16,487 | -982 | -5.6% | -$4.99万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $83.60万 | 0.00% | 19,597 | 2,669 | 15.8% | $11.39万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $83.33万 | 0.00% | 10,282 | 3,509 | 51.8% | $28.44万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $83.30万 | 0.00% | 33,279 | 33,279 | — | $83.30万 | 新建仓 |
| FROG | JFROG LTD | $83.21万 | 0.00% | 9,170 | 441 | 5.1% | $4.00万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $83.00万 | 0.00% | 74,303 | 3,025 | 4.2% | $3.38万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $82.92万 | 0.00% | 41,113 | 3,793 | 10.2% | $7.65万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $82.86万 | 0.00% | 14,504 | 14,504 | — | $82.86万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $82.77万 | 0.00% | 25,157 | 472 | 1.9% | $1.55万 | 加仓 |
| KWR | QUAKER HOUGHTON | $82.68万 | 0.00% | 5,580 | 315 | 6.0% | $4.67万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $82.64万 | 0.00% | 11,296 | 4,077 | 56.5% | $29.83万 | 加仓 |
| RKT | ROCKET COS INC | $82.52万 | 0.00% | 57,344 | 31,337 | 120.5% | $45.09万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $82.38万 | 0.00% | 9,888 | 2,981 | 43.2% | $24.84万 | 加仓 |
| SNPE | DBX ETF TR | $82.34万 | 0.00% | 11,967 | -57 | -0.5% | -$3,922 | 减仓 |
| HLN | HALEON PLC | $82.18万 | 0.00% | 84,203 | 8,704 | 11.5% | $8.50万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $82.17万 | 0.00% | 26,905 | 12,310 | 84.3% | $37.59万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $82.14万 | 0.00% | 39,141 | 22,857 | 140.4% | $47.97万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $81.92万 | 0.00% | 13,073 | -1,947 | -13.0% | -$12.20万 | 减仓 |
| LIVN | LIVANOVA PLC | $81.80万 | 0.00% | 15,362 | 2,593 | 20.3% | $13.81万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $81.78万 | 0.00% | 18,823 | 3,373 | 21.8% | $14.66万 | 加仓 |
| VC | VISTEON CORP | $81.64万 | 0.00% | 7,660 | 2,363 | 44.6% | $25.18万 | 加仓 |
| GREK | GLOBAL X FDS | $81.58万 | 0.00% | 10,517 | 10,517 | — | $81.58万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $81.46万 | 0.00% | 18,846 | 160 | 0.9% | $6,916 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $81.41万 | 0.00% | 16,728 | -1,227 | -6.8% | -$5.97万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $81.28万 | 0.00% | 30,998 | 830 | 2.8% | $2.18万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $81.20万 | 0.00% | 49,092 | 9,438 | 23.8% | $15.61万 | 加仓 |
| ADNT | ADIENT PLC | $81.08万 | 0.00% | 40,621 | 2,752 | 7.3% | $5.49万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $81.08万 | 0.00% | 2,123 | 695 | 48.7% | $26.54万 | 加仓 |
| THD | ISHARES INC | $81.03万 | 0.00% | 11,175 | 11,175 | — | $81.03万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $81.00万 | 0.00% | 9,490 | 5,904 | 164.6% | $50.39万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $80.99万 | 0.00% | 17,033 | 2,399 | 16.4% | $11.41万 | 加仓 |
| TMFC | RBB FD INC | $80.98万 | 0.00% | 10,412 | -850 | -7.5% | -$6.61万 | 减仓 |
| HCI | HCI GROUP INC | $80.96万 | 0.00% | 4,434 | 1,266 | 40.0% | $23.12万 | 加仓 |
| USD | PROSHARES TR | $80.93万 | 0.00% | 8,347 | -467 | -5.3% | -$4.53万 | 减仓 |
| CYTK | CYTOKINETICS INC | $80.92万 | 0.00% | 9,535 | 662 | 7.5% | $5.62万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $80.60万 | 0.00% | 6,255 | 1,835 | 41.5% | $23.65万 | 加仓 |
| BBDC | BARINGS BDC INC | $80.27万 | 0.00% | 93,664 | 4,143 | 4.6% | $3.55万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $80.13万 | 0.00% | 241,367 | -8,125 | -3.3% | -$2.70万 | 减仓 |
| OII | OCEANEERING INTL INC | $80.10万 | 0.00% | 25,557 | 1,803 | 7.6% | $5.65万 | 加仓 |
| UMBF | UMB FINL CORP | $80.07万 | 0.00% | 5,538 | 1,078 | 24.2% | $15.59万 | 加仓 |
| TTAN | SERVICETITAN INC | $80.05万 | 0.00% | 10,304 | 10,304 | — | $80.05万 | 新建仓 |
| CRVL | CORVEL CORP | $79.92万 | 0.00% | 22,199 | 7,448 | 50.5% | $26.81万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $79.82万 | 0.00% | 14,796 | 650 | 4.6% | $3.51万 | 加仓 |
| — | ISHARES INC | $79.81万 | 0.00% | 18,810 | 18,810 | — | $79.81万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $79.74万 | 0.00% | 92,511 | -502 | -0.5% | -$4,327 | 减仓 |
| MATW | MATTHEWS INTL CORP | $79.54万 | 0.00% | 29,545 | 382 | 1.3% | $1.03万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $79.52万 | 0.00% | 48,021 | 7,511 | 18.5% | $12.44万 | 加仓 |
| RBA | RB GLOBAL INC | $79.49万 | 0.00% | 7,352 | 3,598 | 95.8% | $38.90万 | 加仓 |
| — | PACER FDS TR | $79.49万 | 0.00% | 18,526 | -200 | -1.1% | -$8,581 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $79.29万 | 0.00% | 19,363 | -24 | -0.1% | -$983 | 减仓 |
| — | SPDR INDEX SHS FDS | $79.28万 | 0.00% | 9,748 | -295 | -2.9% | -$2.40万 | 减仓 |
| CTRE | CARETRUST REIT INC | $79.04万 | 0.00% | 19,651 | 1,771 | 9.9% | $7.12万 | 加仓 |
| HAWX | ISHARES TR | $79.02万 | 0.00% | 17,320 | -3,693 | -17.6% | -$16.85万 | 减仓 |
| CHAT | TIDAL TRUST II | $78.89万 | 0.00% | 8,600 | 1,467 | 20.6% | $13.46万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $78.81万 | 0.00% | 9,101 | -14 | -0.2% | -$1,212 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $78.76万 | 0.00% | 11,228 | 579 | 5.4% | $4.06万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $78.75万 | 0.00% | 9,493 | 2,582 | 37.4% | $21.42万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $78.73万 | 0.00% | 20,250 | 0 | 0.0% | — | 不变 |