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 |
|---|---|---|---|---|---|---|---|---|
| PTGX | PROTAGONIST THERAPEUTICS INC | $37.95万 | 0.00% | 3,657 | 103 | 2.9% | $1.07万 | 加仓 |
| RGNX | REGENXBIO INC | $37.92万 | 0.00% | 44,460 | 31 | 0.1% | $264 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $37.91万 | 0.00% | 3,940 | -186 | -4.5% | -$1.79万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $37.83万 | 0.00% | 11,937 | -3,795 | -24.1% | -$12.03万 | 减仓 |
| USAR | USA RARE EARTH INC | $37.82万 | 0.00% | 23,755 | 13,721 | 136.7% | $21.84万 | 重新持有 |
| NVCR | NOVOCURE LTD | $37.81万 | 0.00% | 35,838 | 9,623 | 36.7% | $10.15万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $37.81万 | 0.00% | 17,000 | -3,920 | -18.7% | -$8.72万 | 减仓 |
| MATX | MATSON INC | $37.79万 | 0.00% | 2,271 | 2,271 | — | $37.79万 | 新建仓 |
| — | DIAMOND HILL INVT GROUP INC | $37.72万 | 0.00% | 2,185 | 309 | 16.5% | $5.33万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $37.72万 | 0.00% | 16,928 | -8,882 | -34.4% | -$19.79万 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $37.64万 | 0.00% | 2,957 | -344 | -10.4% | -$4.38万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $37.46万 | 0.00% | 10,163 | 8,718 | 603.3% | $32.14万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $37.46万 | 0.00% | 5,863 | -1,611 | -21.6% | -$10.29万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $37.45万 | 0.00% | 6,237 | 6,237 | — | $37.45万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $37.42万 | 0.00% | 48,663 | 1,183 | 2.5% | $9,097 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $37.41万 | 0.00% | 11,624 | 11,624 | — | $37.41万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $37.25万 | 0.00% | 14,563 | -13,644 | -48.4% | -$34.90万 | 减仓 |
| EWL | ISHARES INC | $37.24万 | 0.00% | 6,317 | -383 | -5.7% | -$2.26万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $37.23万 | 0.00% | 10,749 | -35 | -0.3% | -$1,212 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $37.20万 | 0.00% | 54,865 | 2,555 | 4.9% | $1.73万 | 加仓 |
| MYE | MYERS INDS INC | $37.19万 | 0.00% | 17,636 | 1,347 | 8.3% | $2.84万 | 加仓 |
| GNW | GENWORTH FINL INC | $37.13万 | 0.00% | 44,261 | -24,996 | -36.1% | -$20.97万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $37.13万 | 0.00% | 27,623 | -9,125 | -24.8% | -$12.26万 | 减仓 |
| TLTD | FLEXSHARES TR | $37.01万 | 0.00% | 3,897 | 3,897 | — | $37.01万 | 新建仓 |
| — | PROSHARES TR | $37.01万 | 0.00% | 5,161 | 5,161 | — | $37.01万 | 新建仓 |
| MHO | M/I HOMES INC | $36.97万 | 0.00% | 3,040 | -2,433 | -44.5% | -$29.59万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $36.97万 | 0.00% | 12,217 | -26,290 | -68.3% | -$79.55万 | 减仓 |
| RBA | RB GLOBAL INC | $36.92万 | 0.00% | 3,754 | -1,712 | -31.3% | -$16.84万 | 减仓 |
| AIPO | TIDAL TRUST II | $36.89万 | 0.00% | 14,500 | -14,000 | -49.1% | -$35.62万 | 减仓 |
| AGI | ALAMOS GOLD INC NEW | $36.80万 | 0.00% | 7,999 | -8,018 | -50.1% | -$36.89万 | 减仓 |
| AZZ | AZZ INC | $36.76万 | 0.00% | 2,909 | -977 | -25.1% | -$12.35万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $36.67万 | 0.00% | 31,612 | -5,053 | -13.8% | -$5.86万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $36.65万 | 0.00% | 21,385 | -2,735 | -11.3% | -$4.69万 | 减仓 |
| — | DBX ETF TR | $36.65万 | 0.00% | 10,337 | 10,337 | — | $36.65万 | 新建仓 |
| AIR | AAR CORP | $36.63万 | 0.00% | 3,337 | 108 | 3.3% | $1.19万 | 加仓 |
| U | UNITY SOFTWARE INC | $36.62万 | 0.00% | 16,097 | 4,635 | 40.4% | $10.54万 | 加仓 |
| XP | XP INC | $36.50万 | 0.00% | 19,611 | 938 | 5.0% | $1.75万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $36.40万 | 0.00% | 97,853 | -176,600 | -64.3% | -$65.69万 | 减仓 |
| SAIL | SAILPOINT INC | $36.36万 | 0.00% | 27,993 | 27,993 | — | $36.36万 | 新建仓 |
| CCB | COASTAL FINL CORP WA | $36.36万 | 0.00% | 4,682 | -21 | -0.4% | -$1,631 | 减仓 |
| FXI | ISHARES TR | $36.29万 | 0.00% | 10,205 | -65,988 | -86.6% | -$234.65万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $36.28万 | 0.00% | 15,352 | -1,080 | -6.6% | -$2.55万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $36.26万 | 0.00% | 10,420 | -5,174 | -33.2% | -$18.01万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $36.22万 | 0.00% | 4,952 | 447 | 9.9% | $3.27万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $36.15万 | 0.00% | 22,274 | -30,614 | -57.9% | -$49.69万 | 减仓 |
| CVBF | CVB FINL CORP | $36.14万 | 0.00% | 18,384 | 7,260 | 65.3% | $14.27万 | 加仓 |
| LGIH | LGI HOMES INC | $36.12万 | 0.00% | 9,473 | -1,671 | -15.0% | -$6.37万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $36.05万 | 0.00% | 4,335 | -348 | -7.4% | -$2.89万 | 减仓 |
| WING | WINGSTOP INC | $36.05万 | 0.00% | 7,689 | 4,856 | 171.4% | $22.77万 | 加仓 |
| RDNT | RADNET INC | $36.04万 | 0.00% | 6,577 | -6,443 | -49.5% | -$35.30万 | 减仓 |
| DGRS | WISDOMTREE TR | $36.03万 | 0.00% | 6,770 | -7,231 | -51.6% | -$38.49万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $35.95万 | 0.00% | 40,763 | -1,097 | -2.6% | -$9,676 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $35.95万 | 0.00% | 12,902 | 12,902 | — | $35.95万 | 新建仓 |
| PHR | PHREESIA INC | $35.85万 | 0.00% | 42,837 | 42,837 | — | $35.85万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $35.82万 | 0.00% | 16,245 | -58,293 | -78.2% | -$128.54万 | 减仓 |
| IMKTA | INGLES MKTS INC | $35.81万 | 0.00% | 3,930 | -453 | -10.3% | -$4.13万 | 减仓 |
| PGNY | PROGYNY INC | $35.69万 | 0.00% | 21,498 | 10,239 | 90.9% | $17.00万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $35.67万 | 0.00% | 13,129 | -5,777 | -30.6% | -$15.70万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $35.66万 | 0.00% | 12,671 | -8,414 | -39.9% | -$23.68万 | 减仓 |
| BKE | BUCKLE INC | $35.65万 | 0.00% | 7,109 | 1,384 | 24.2% | $6.94万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $35.58万 | 0.00% | 8,589 | 8,589 | — | $35.58万 | 新建仓 |
| CRVL | CORVEL CORP | $35.54万 | 0.00% | 14,751 | 1,054 | 7.7% | $2.54万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $35.52万 | 0.00% | 34,354 | 34,354 | — | $35.52万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $35.47万 | 0.00% | 7,878 | 858 | 12.2% | $3.86万 | 加仓 |
| VLU | SPDR SERIES TRUST | $35.41万 | 0.00% | 1,634 | -549 | -25.1% | -$11.90万 | 减仓 |
| — | SPROTT ETF TRUST | $35.30万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $35.28万 | 0.00% | 8,044 | -10,446 | -56.5% | -$45.82万 | 减仓 |
| NGVT | INGEVITY CORP | $35.25万 | 0.00% | 4,959 | -2,974 | -37.5% | -$21.14万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $35.12万 | 0.00% | 6,457 | 6,457 | — | $35.12万 | 新建仓 |
| VVV | VALVOLINE INC | $35.09万 | 0.00% | 10,527 | -5,943 | -36.1% | -$19.81万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $35.04万 | 0.00% | 18,444 | 587 | 3.3% | $1.12万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $35.01万 | 0.00% | 6,950 | 6,950 | — | $35.01万 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $34.98万 | 0.00% | 8,658 | -355 | -3.9% | -$1.43万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $34.93万 | 0.00% | 66,668 | 726 | 1.1% | $3,804 | 加仓 |
| WK | WORKIVA INC | $34.78万 | 0.00% | 5,797 | -6,791 | -53.9% | -$40.75万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $34.66万 | 0.00% | 20,080 | -1,080 | -5.1% | -$1.86万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $34.62万 | 0.00% | 13,258 | 5,278 | 66.1% | $13.78万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $34.58万 | 0.00% | 4,893 | 244 | 5.2% | $1.72万 | 加仓 |
| — | AVANOS MED INC | $34.53万 | 0.00% | 24,752 | 5,385 | 27.8% | $7.51万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $34.51万 | 0.00% | 11,409 | 2,353 | 26.0% | $7.12万 | 加仓 |
| TOST | TOAST INC | $34.49万 | 0.00% | 13,028 | -11,717 | -47.4% | -$31.02万 | 减仓 |
| HMC | HONDA MOTOR LTD | $34.47万 | 0.00% | 14,275 | -21,291 | -59.9% | -$51.42万 | 减仓 |
| AAON | AAON INC | $34.44万 | 0.00% | 4,233 | -1,693 | -28.6% | -$13.77万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.43万 | 0.00% | 7,260 | -13 | -0.2% | -$616 | 减仓 |
| TRN | TRINITY INDS INC | $34.42万 | 0.00% | 10,439 | -76,902 | -88.0% | -$253.55万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $34.37万 | 0.00% | 10,257 | -4,182 | -29.0% | -$14.01万 | 减仓 |
| VCYT | VERACYTE INC | $34.37万 | 0.00% | 10,656 | -2,637 | -19.8% | -$8.50万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $34.26万 | 0.00% | 4,283 | 4,283 | — | $34.26万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $34.24万 | 0.00% | 16,500 | -556 | -3.3% | -$1.15万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $34.18万 | 0.00% | 1,408 | 209 | 17.4% | $5.07万 | 加仓 |
| — | SILA REALTY TRUST INC | $34.15万 | 0.00% | 14,384 | -10,020 | -41.1% | -$23.79万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $34.11万 | 0.00% | 16,284 | 16,284 | — | $34.11万 | 新建仓 |
| ASTE | ASTEC INDS INC | $34.09万 | 0.00% | 6,191 | -59 | -0.9% | -$3,249 | 减仓 |
| BILS | SPDR SERIES TRUST | $34.06万 | 0.00% | 3,434 | -22,483 | -86.8% | -$223.02万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $34.04万 | 0.00% | 7,481 | 74 | 1.0% | $3,367 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $34.03万 | 0.00% | 2,261 | -2,126 | -48.5% | -$32.00万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $34.03万 | 0.00% | 9,688 | -2,113 | -17.9% | -$7.42万 | 减仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $33.92万 | 0.00% | 15,812 | 15,812 | — | $33.92万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $33.85万 | 0.00% | 5,450 | -2,130 | -28.1% | -$13.23万 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $33.83万 | 0.00% | 48,323 | 24,910 | 106.4% | $17.44万 | 加仓 |