13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.0%
AAPL 3.1%
AGG 2.7%
NVDA 2.2%
SMTH 2.1%
MSFT 1.6%
VWO 1.5%
FNDF 1.4%
USVM 1.4%
AVLV 1.4%

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
NWE NORTHWESTERN ENERGY GROUP IN $62.96万0.00%8,659 -7,903-47.7% -$57.46万 减仓
IRT INDEPENDENCE RLTY TR INC $62.92万0.00%37,588 15,35069.0% $25.70万 加仓
RGNX REGENXBIO INC $62.90万0.00%45,090 6301.4% $8,789 加仓
— FEDERATED HERMES ETF TRUST $62.58万0.00%17,439 -139,777-88.9% -$501.59万 减仓
ITB ISHARES TR 看跌期权 $62.57万0.00%6,400 -4,400-40.7% -$43.01万 重新持有
NSSC NAPCO SEC TECHNOLOGIES INC $62.56万0.00%17,345 2461.4% $8,873 加仓
SITM SITIME CORP $62.52万0.00%994 41371.1% $25.98万 加仓
FCN FTI CONSULTING INC $62.49万0.00%3,984 -114-2.8% -$1.79万 减仓
GPI GROUP 1 AUTOMOTIVE INC $62.46万0.00%2,083 1,096111.0% $32.87万 加仓
— LIBERTY BROADBAND CORP $62.29万0.00%20,284 -9,926-32.9% -$30.48万 减仓
UPBD UPBOUND GROUP INC $62.24万0.00%29,413 17,022137.4% $36.02万 加仓
— TEVA PHARMACEUTICAL INDS LTD $62.08万0.00%18,842 10,580128.1% $34.86万 加仓
MRVL MARVELL TECHNOLOGY INC 看涨期权 $61.99万0.00%2,800 2,800— $61.99万 新建仓
CGHM CAPITAL GRP FIXED INCM ETF T $61.97万0.00%24,002 16,086203.2% $41.53万 加仓
IDCC INTERDIGITAL INC $61.97万0.00%2,340 23511.2% $6.22万 加仓
PSMT PRICESMART INC $61.92万0.00%3,154 1655.5% $3.24万 加仓
RXO RXO INC $61.88万0.00%23,573 3,00614.6% $7.89万 加仓
VISN VISTANCE NETWORKS INC $61.87万0.00%49,539 9,19522.8% $11.48万 加仓
ATRC ATRICURE INC $61.75万0.00%18,014 9,893121.8% $33.91万 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $61.59万0.00%41,341 18,94984.6% $28.23万 加仓
— COLLABORATIVE INVESTMNT SER $61.51万0.00%26,030 26,030— $61.51万 新建仓
MNKD MANNKIND CORP $61.34万0.00%171,372 128,472299.5% $45.99万 加仓
EBND SPDR SERIES TRUST $61.27万0.00%29,258 -8,948-23.4% -$18.74万 减仓
SGVT SCHWAB STRATEGIC TR $61.21万0.00%6,085 6,085— $61.21万 新建仓
ISCG ISHARES TR $61.21万0.00%9,594 1,44017.7% $9.19万 加仓
FLYW FLYWIRE CORPORATION $61.20万0.00%34,734 6,47422.9% $11.41万 加仓
CVBF CVB FINL CORP $61.19万0.00%36,496 18,11298.5% $30.37万 加仓
VSXY VICTORIAS SECRET AND CO $61.09万0.00%7,796 5467.5% $4.28万 加仓
RSST TIDAL TRUST II $61.00万0.00%18,422 18,422— $61.00万 新建仓
BBUS J P MORGAN EXCHANGE TRADED F $60.93万0.00%4,477 -762-14.5% -$10.37万 减仓
SEI SOLARIS ENERGY INFRAS INC $60.86万0.00%8,504 -544-6.0% -$3.89万 减仓
TMUS T-MOBILE US INC 看跌期权 $60.85万0.00%3,700 3,700— $60.85万 新建仓
NMAX NEWSMAX INC $60.72万0.00%73,779 25,91954.2% $21.33万 加仓
— FIDELITY GREENWOOD STREET TR $60.65万0.00%20,600 20,600— $60.65万 新建仓
KELYA KELLY SVCS INC $60.55万0.00%44,689 6,86518.1% $9.30万 加仓
HG HAMILTON INSURANCE GROUP LTD $60.52万0.00%17,490 3,09721.5% $10.72万 加仓
IWM ISHARES TR 看跌期权 $60.50万0.00%2,100 2,100— $60.50万 新建仓
FJUL FIRST TR EXCHNG TRADED FD VI $60.48万0.00%10,117 -465-4.4% -$2.78万 减仓
— FIRST TR EXCHNG TRADED FD VI $60.44万0.00%14,467 00.0% — 不变
CPNG COUPANG INC $60.42万0.00%32,137 -377,311-92.2% -$709.35万 减仓
CBRL CRACKER BARREL OLD CTRY STOR $60.37万0.00%11,973 11,973— $60.37万 新建仓
LOGI LOGITECH INTL S A $60.30万0.00%10,234 -9-0.1% -$530 减仓
TSEM TOWER SEMICONDUCTOR LTD $60.29万0.00%2,707 -484-15.2% -$10.78万 减仓
DLS WISDOMTREE TR $60.22万0.00%7,097 1532.2% $1.30万 加仓
SCHL SCHOLASTIC CORP $60.13万0.00%13,206 1431.1% $6,511 加仓
ALGM ALLEGRO MICROSYSTEMS INC $60.05万0.00%10,944 8138.0% $4.46万 加仓
GVA GRANITE CONSTR INC $60.01万0.00%14,548 4443.1% $1.83万 加仓
— COHEN & STEERS ETF TRUST $60.01万0.00%17,661 17,661— $60.01万 新建仓
BRBR BELLRING BRANDS INC $59.76万0.00%47,885 -2,380-4.7% -$2.97万 减仓
GLUE MONTE ROSA THERAPEUTICS INC $59.72万0.00%25,921 -1,156-4.3% -$2.66万 减仓
PATH UIPATH INC $59.72万0.00%51,131 -22,611-30.7% -$26.41万 减仓
— NEOS ETF TRUST $59.70万0.00%20,689 -8,191-28.4% -$23.64万 减仓
FUL FULLER H B CO $59.69万0.00%10,677 2,93938.0% $16.43万 加仓
MHO M/I HOMES INC $59.65万0.00%4,049 1,00933.2% $14.86万 加仓
REX REX AMERICAN RES CORP $59.62万0.00%12,658 1,0599.1% $4.99万 加仓
BLBD BLUE BIRD CORP $59.59万0.00%7,701 2,34943.9% $18.18万 加仓
OSPN ONESPAN INC $59.57万0.00%39,270 25,534185.9% $38.74万 加仓
VFVA VANGUARD WELLINGTON FD $59.48万0.00%3,925 2,357150.3% $35.72万 加仓
SPSC SPS COMM INC $59.42万0.00%9,765 4,949102.8% $30.12万 加仓
AAOI APPLIED OPTOELECTRONICS INC $59.38万0.00%4,952 2,29286.2% $27.49万 加仓
UTF COHEN & STEERS INFRASTRUCTUR $59.26万0.00%21,409 9,37177.8% $25.94万 加仓
RDY DR REDDYS LABS LTD $59.12万0.00%40,799 -598-1.4% -$8,665 减仓
BRX BRIXMOR PPTY GROUP INC $59.06万0.00%19,033 3,73724.4% $11.60万 加仓
POST POST HLDGS INC $59.02万0.00%6,840 -63-0.9% -$5,436 减仓
BLV VANGUARD BD INDEX FDS $58.99万0.00%8,742 -1,615-15.6% -$10.90万 减仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $58.70万0.00%21,836 1,9589.9% $5.26万 加仓
— INVESCO EXCHANGE TRADED FD T $58.63万0.00%9,540 -535-5.3% -$3.29万 减仓
DIHP DIMENSIONAL ETF TRUST $58.60万0.00%17,191 7,32374.2% $24.96万 加仓
UFCS UNITED FIRE GROUP INC $58.54万0.00%11,327 9449.1% $4.88万 加仓
MT ARCELORMITTAL SA LUXEMBOURG $58.48万0.00%8,850 -1,220-12.1% -$8.06万 减仓
SAFT SAFETY INS GROUP INC $58.47万0.00%7,739 -596-7.2% -$4.50万 减仓
PHIN PHINIA INC $58.46万0.00%7,481 6319.2% $4.93万 加仓
HYBL SSGA ACTIVE TR $58.45万0.00%20,952 12,732154.9% $35.52万 加仓
ARR ARMOUR RESIDENTIAL REIT INC $58.33万0.00%34,209 12,82460.0% $21.86万 加仓
MEI METHODE ELECTRS INC $58.31万0.00%36,903 14,52064.9% $22.94万 加仓
URBN URBAN OUTFITTERS INC $58.18万0.00%8,452 2,13033.7% $14.66万 加仓
LNN LINDSAY CORP $57.91万0.00%5,088 2,33084.5% $26.52万 加仓
— GRAYSCALE ETHEREUM STAKING E $57.89万0.00%40,006 -1,759-4.2% -$2.55万 减仓
UJUN INNOVATOR ETFS TRUST $57.83万0.00%14,928 -13-0.1% -$504 减仓
QLD PROSHARES TR $57.80万0.00%6,169 -108-1.7% -$1.01万 减仓
JJSF J & J SNACK FOODS CORP $57.78万0.00%7,554 4,029114.3% $30.82万 加仓
NEO NEOGENOMICS INC $57.77万0.00%40,942 25,123158.8% $35.45万 加仓
XHB SPDR SERIES TRUST $57.77万0.00%5,319 -156-2.8% -$1.69万 减仓
ALK ALASKA AIR GROUP INC $57.72万0.00%11,680 1,25812.1% $6.22万 加仓
FSMB FIRST TR EXCH TRADED FD III $57.64万0.00%28,821 -1,668-5.5% -$3.34万 减仓
ULS UL SOLUTIONS INC $57.52万0.00%6,591 1,56531.1% $13.66万 加仓
ENSG ENSIGN GROUP INC $57.52万0.00%12,857 250.2% $1,118 加仓
LFST LIFESTANCE HEALTH GROUP INC $57.51万0.00%53,724 12,20329.4% $13.06万 加仓
DHT DHT HOLDINGS INC $57.39万0.00%32,313 3,49912.1% $6.21万 加仓
HMC HONDA MOTOR CO LTD $57.36万0.00%20,536 6,26143.9% $17.49万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $57.34万0.00%22,330 22,330— $57.34万 新建仓
GOVI INVESCO EXCH TRADED FD TR II $57.30万0.00%21,349 820.4% $2,201 加仓
DFEV DIMENSIONAL ETF TRUST $57.29万0.00%13,640 13,640— $57.29万 新建仓
INFQ INFLEQTION INC $57.27万0.00%51,272 51,272— $57.27万 新建仓
ARKG ARK ETF TR $57.18万0.00%13,839 -1,757-11.3% -$7.26万 减仓
CNXN PC CONNECTION INC $57.16万0.00%7,831 3104.1% $2.26万 加仓
FPS FORGENT POWER SOLUTIONS INC $57.10万0.00%12,481 12,481— $57.10万 新建仓
CWEN CLEARWAY ENERGY INC $57.06万0.00%16,947 10,818176.5% $36.43万 加仓
— INNOVATOR ETFS TRUST $56.96万0.00%40,516 17,63377.1% $24.79万 加仓
PLPC PREFORMED LINE PRODS CO $56.84万0.00%1,641 1,641— $56.84万 新建仓