WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM HIGH YIELD BOND FUND IN | $42.56万 | 0.00% | 32,466 | -25,134 | -43.6% | -$32.95万 | 减仓 |
| ULS | UL SOLUTIONS INC | $42.52万 | 0.00% | 5,026 | 752 | 17.6% | $6.36万 | 加仓 |
| TEM | TEMPUS AI INC | $42.49万 | 0.00% | 8,967 | -610 | -6.4% | -$2.89万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $42.45万 | 0.00% | 30,497 | -13,150 | -30.1% | -$18.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.33万 | 0.00% | 12,202 | 11,452 | 1,526.9% | $39.73万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $42.33万 | 0.00% | 8,164 | -198 | -2.4% | -$1.03万 | 减仓 |
| — | FLUSHING FINL CORP | $42.33万 | 0.00% | 27,170 | -228 | -0.8% | -$3,552 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $42.24万 | 0.00% | 5,076 | -16,982 | -77.0% | -$141.31万 | 减仓 |
| SLI | STANDARD LITHIUM LTD | $42.20万 | 0.00% | 124,132 | -32,079 | -20.5% | -$10.91万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $42.08万 | 0.00% | 15,030 | -1,209 | -7.4% | -$3.39万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $42.08万 | 0.00% | 16,222 | 4,491 | 38.3% | $11.65万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC MD | $42.03万 | 0.00% | 32,506 | -1,830 | -5.3% | -$2.37万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $41.94万 | 0.00% | 4,401 | 71 | 1.6% | $6,766 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $41.82万 | 0.00% | 16,755 | -785 | -4.5% | -$1.96万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $41.80万 | 0.00% | 12,520 | -4,020 | -24.3% | -$13.42万 | 减仓 |
| PFFA | ETFIS SER TR I | $41.70万 | 0.00% | 20,213 | -10,776 | -34.8% | -$22.23万 | 减仓 |
| ERAS | ERASCA INC | $41.66万 | 0.00% | 23,392 | 887 | 3.9% | $1.58万 | 加仓 |
| RWR | SPDR SERIES TRUST | $41.66万 | 0.00% | 4,059 | -7,855 | -65.9% | -$80.62万 | 减仓 |
| DOL | WISDOMTREE TR | $41.64万 | 0.00% | 6,064 | -5,097 | -45.7% | -$35.00万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $41.61万 | 0.00% | 28,442 | -10,913 | -27.7% | -$15.97万 | 减仓 |
| SCUS | SCHWAB STRATEGIC TR | $41.61万 | 0.00% | 16,538 | 1,315 | 8.6% | $3.31万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $41.54万 | 0.00% | 64,112 | -2,660 | -4.0% | -$1.72万 | 减仓 |
| — | BANK AMERICA CORP | $41.34万 | 0.00% | 350 | -136 | -28.0% | -$16.06万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $41.32万 | 0.00% | 20,804 | -6,255 | -23.1% | -$12.42万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $41.28万 | 0.00% | 18,423 | -19,596 | -51.5% | -$43.90万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $41.24万 | 0.00% | 8,158 | -1,511 | -15.6% | -$7.64万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $41.17万 | 0.00% | 32,168 | 4,549 | 16.5% | $5.82万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $41.16万 | 0.00% | 22,120 | 3,427 | 18.3% | $6.38万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $41.14万 | 0.00% | 8,428 | -6,170 | -42.3% | -$30.12万 | 减仓 |
| MFA | MFA FINL INC | $41.06万 | 0.00% | 42,333 | 4,262 | 11.2% | $4.13万 | 加仓 |
| XOP | SPDR SERIES TRUST | $41.06万 | 0.00% | 2,310 | -2,418 | -51.1% | -$42.98万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $41.03万 | 0.00% | 7,873 | 332 | 4.4% | $1.73万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $40.82万 | 0.00% | 6,322 | -2,249 | -26.2% | -$14.52万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $40.77万 | 0.00% | 4,422 | -30,021 | -87.2% | -$276.78万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $40.71万 | 0.00% | 13,879 | -811 | -5.5% | -$2.38万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $40.61万 | 0.00% | 10,944 | 2,810 | 34.5% | $10.43万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $40.57万 | 0.00% | 1,559 | -245 | -13.6% | -$6.38万 | 减仓 |
| IAK | ISHARES TR | $40.48万 | 0.00% | 3,152 | 3,152 | — | $40.48万 | 新建仓 |
| EIS | ISHARES INC | $40.30万 | 0.00% | 3,420 | -2,367 | -40.9% | -$27.90万 | 减仓 |
| — | PACER FDS TR | $40.27万 | 0.00% | 8,770 | -819 | -8.5% | -$3.76万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $40.26万 | 0.00% | 3,785 | -415 | -9.9% | -$4.41万 | 减仓 |
| MZTI | MARZETTI COMPANY | $40.26万 | 0.00% | 2,842 | 1,340 | 89.2% | $18.98万 | 加仓 |
| KRC | KILROY RLTY CORP | $40.23万 | 0.00% | 14,140 | -2,589 | -15.5% | -$7.37万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $40.16万 | 0.00% | 35,917 | -30,105 | -45.6% | -$33.66万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $40.12万 | 0.00% | 39,367 | -220,424 | -84.8% | -$224.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.11万 | 0.00% | 15,786 | 5,309 | 50.7% | $13.49万 | 加仓 |
| VICR | VICOR CORP | $40.06万 | 0.00% | 2,574 | 744 | 40.7% | $11.58万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $40.05万 | 0.00% | 25,412 | -300 | -1.2% | -$4,728 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $40.03万 | 0.00% | 10,956 | -15,170 | -58.1% | -$55.43万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $40.01万 | 0.00% | 87,362 | 56,729 | 185.2% | $25.98万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $39.98万 | 0.00% | 31,269 | 20,676 | 195.2% | $26.44万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $39.97万 | 0.00% | 15,367 | 1,090 | 7.6% | $2.84万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $39.89万 | 0.00% | 4,432 | -6,302 | -58.7% | -$56.72万 | 减仓 |
| DAN | DANA INC | $39.82万 | 0.00% | 11,922 | 1,308 | 12.3% | $4.37万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $39.80万 | 0.00% | 14,654 | -3,692 | -20.1% | -$10.03万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $39.75万 | 0.00% | 56,870 | -91,488 | -61.7% | -$63.95万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $39.75万 | 0.00% | 8,636 | 645 | 8.1% | $2.97万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $39.73万 | 0.00% | 3,252 | -3,708 | -53.3% | -$45.30万 | 减仓 |
| GPRE | GREEN PLAINS INC | $39.66万 | 0.00% | 23,387 | 5,451 | 30.4% | $9.24万 | 加仓 |
| COUR | COURSERA INC | $39.57万 | 0.00% | 77,011 | 40,352 | 110.1% | $20.73万 | 加仓 |
| TS | TENARIS S A | $39.50万 | 0.00% | 6,798 | -1,503 | -18.1% | -$8.73万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $39.44万 | 0.00% | 14,728 | -7,248 | -33.0% | -$19.41万 | 减仓 |
| CVI | CVR ENERGY INC | $39.31万 | 0.00% | 12,420 | 2,790 | 29.0% | $8.83万 | 加仓 |
| QLD | PROSHARES TR | $39.29万 | 0.00% | 6,277 | -22,998 | -78.6% | -$143.96万 | 减仓 |
| AIP | ARTERIS INC | $39.26万 | 0.00% | 21,570 | 5,103 | 31.0% | $9.29万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $39.22万 | 0.00% | 14,585 | 4,603 | 46.1% | $12.38万 | 加仓 |
| CROX | CROCS INC | $39.20万 | 0.00% | 11,459 | -5,812 | -33.7% | -$19.88万 | 减仓 |
| ECHO | ECHOSTAR CORP | $39.15万 | 0.00% | 3,042 | -628 | -17.1% | -$8.08万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $39.02万 | 0.00% | 10,383 | 465 | 4.7% | $1.75万 | 加仓 |
| LIT | GLOBAL X FDS | $39.00万 | 0.00% | 5,258 | -3,684 | -41.2% | -$27.33万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $38.97万 | 0.00% | 2,986 | -6,229 | -67.6% | -$81.29万 | 减仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $38.93万 | 0.00% | 28,071 | 694 | 2.5% | $9,626 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $38.93万 | 0.00% | 20,753 | 1,315 | 6.8% | $2.47万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $38.91万 | 0.00% | 10,422 | -3,830 | -26.9% | -$14.30万 | 减仓 |
| RKT | ROCKET COS INC | $38.91万 | 0.00% | 26,007 | -85,862 | -76.8% | -$128.45万 | 减仓 |
| ESAB | ESAB CORPORATION | $38.86万 | 0.00% | 3,951 | -916 | -18.8% | -$9.01万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $38.81万 | 0.00% | 11,604 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $38.78万 | 0.00% | 4,747 | -2,496 | -34.5% | -$20.39万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $38.72万 | 0.00% | 23,844 | -3,035 | -11.3% | -$4.93万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $38.71万 | 0.00% | 62,937 | 17,862 | 39.6% | $10.99万 | 加仓 |
| TRNS | TRANSCAT INC | $38.70万 | 0.00% | 5,079 | -74,293 | -93.6% | -$566.11万 | 减仓 |
| EQNR | EQUINOR ASA | $38.69万 | 0.00% | 9,267 | -6,156 | -39.9% | -$25.70万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $38.69万 | 0.00% | 6,225 | -1,134 | -15.4% | -$7.05万 | 减仓 |
| CARG | CARGURUS INC | $38.67万 | 0.00% | 11,602 | 3,735 | 47.5% | $12.45万 | 加仓 |
| VOD | VODAFONE GROUP PLC NEW | $38.63万 | 0.00% | 25,399 | -15,913 | -38.5% | -$24.20万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $38.55万 | 0.00% | 4,109 | 4,109 | — | $38.55万 | 新建仓 |
| DHS | WISDOMTREE TR | $38.50万 | 0.00% | 3,542 | -3,359 | -48.7% | -$36.51万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $38.45万 | 0.00% | 18,189 | -4,558 | -20.0% | -$9.64万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $38.33万 | 0.00% | 26,580 | 0 | 0.0% | — | 不变 |
| AMRC | AMERESCO INC | $38.31万 | 0.00% | 15,025 | 12,768 | 565.7% | $32.56万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $38.25万 | 0.00% | 18,990 | -1,726 | -8.3% | -$3.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.23万 | 0.00% | 5,265 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $38.22万 | 0.00% | 10,616 | 10,616 | — | $38.22万 | 新建仓 |
| NSP | INSPERITY INC | $38.20万 | 0.00% | 21,422 | -3,854 | -15.2% | -$6.87万 | 减仓 |
| THO | THOR INDS INC | $38.19万 | 0.00% | 4,937 | -481 | -8.9% | -$3.72万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $38.19万 | 0.00% | 176 | -51 | -22.5% | -$11.07万 | 减仓 |
| GMAB | GENMAB A/S | $38.12万 | 0.00% | 13,861 | -957 | -6.5% | -$2.63万 | 减仓 |
| CRI | CARTERS INC | $38.08万 | 0.00% | 10,605 | 54 | 0.5% | $1,939 | 加仓 |
| PATN | PACER FDS TR | $38.04万 | 0.00% | 13,307 | 13,307 | — | $38.04万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.96万 | 0.00% | 20,048 | 0 | 0.0% | — | 不变 |