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
PHO INVESCO EXCHANGE TRADED FD T $56.79万0.00%8,226 4736.1% $3.27万 加仓
OCFC OCEANFIRST FINL CORP $56.78万0.00%29,710 16,127118.7% $30.82万 加仓
CALY CALLAWAY GOLF CO $56.76万0.00%30,850 2,7799.9% $5.11万 加仓
ENOV ENOVIS CORPORATION $56.69万0.00%22,014 -32,333-59.5% -$83.26万 减仓
DSL DOUBLELINE INCOME SOLUTIONS $56.57万0.00%51,196 32,111168.3% $35.48万 加仓
MDIV FIRST TR EXCHANGE TRADED FD $56.57万0.00%33,950 10,10642.4% $16.84万 加仓
LOB LIVE OAK BANCSHARES INC $56.47万0.00%13,557 1,0378.3% $4.32万 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $56.32万0.00%11,789 -50-0.4% -$2,389 减仓
CBL CBL & ASSOC PPTYS INC $56.25万0.00%10,741 2,08324.1% $10.91万 加仓
MYE MYERS INDS INC $56.18万0.00%18,218 5823.3% $1.79万 加仓
NTR NUTRIEN LTD $56.11万0.00%11,801 2,14722.2% $10.21万 加仓
FDIS FIDELITY COVINGTON TRUST $56.08万0.00%5,458 66914.0% $6.87万 加仓
GSG ISHARES S&P GSCI COMMODITY- $55.87万0.00%18,966 18,966— $55.87万 新建仓
SCL STEPAN CO $55.85万0.00%9,873 3,11446.1% $17.62万 加仓
MU MICRON TECHNOLOGY INC 看涨期权 $55.77万0.00%600 600— $55.77万 新建仓
GIII G III APPAREL GROUP LTD $55.76万0.00%16,046 1,0166.8% $3.53万 加仓
ERIE ERIE INDTY CO $55.75万0.00%2,214 90368.9% $22.74万 加仓
JHSC JOHN HANCOCK EXCHANGE TRADED $55.65万0.00%11,567 -265-2.2% -$1.27万 减仓
GBDC GOLUB CAP BDC INC $55.58万0.00%43,021 18,05972.3% $23.33万 加仓
HIMS HIMS & HERS HEALTH INC $55.55万0.00%16,157 -9,133-36.1% -$31.40万 重新持有
BITQ BITWISE FUNDS TRUST $55.48万0.00%23,185 -39,468-63.0% -$94.45万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $55.44万0.00%11,787 4,46661.0% $21.01万 重新持有
HP HELMERICH & PAYNE INC $55.31万0.00%16,594 -9,532-36.5% -$31.77万 减仓
— FIRST TR EXCHNG TRADED FD VI $55.21万0.00%17,625 -7,384-29.5% -$23.13万 减仓
CRSR CORSAIR GAMING INC $54.96万0.00%56,891 27,67894.7% $26.74万 加仓
FISI FINANCIAL INSTITUTIONS INC $54.85万0.00%14,118 2,98126.8% $11.58万 重新持有
MRCY MERCURY SYS INC $54.82万0.00%8,514 1,09114.7% $7.02万 加仓
MGRC MCGRATH RENTCORP $54.70万0.00%4,685 471.0% $5,488 加仓
BFH BREAD FINANCIAL HOLDINGS INC $54.66万0.00%7,880 92413.3% $6.41万 加仓
SIG SIGNET JEWELERS LIMITED $54.53万0.00%6,467 -111-1.7% -$9,360 减仓
GTX GARRETT MOTION INC $54.40万0.00%16,843 -944-5.3% -$3.05万 减仓
EMGF ISHARES INC $54.34万0.00%7,588 -468-5.8% -$3.35万 减仓
EFOR EVERFORTH INC $54.33万0.00%30,974 5,42321.2% $9.51万 加仓
CORZ CORE SCIENTIFIC INC NEW $54.32万0.00%23,124 8503.8% $2.00万 加仓
VFQY VANGUARD WELLINGTON FD $54.32万0.00%3,168 90740.1% $15.55万 加仓
FFBC 1ST FINL BANCORP $54.27万0.00%15,746 6,24465.7% $21.52万 加仓
— NEW YORK LIFE INVTS ACTIVE E $54.26万0.00%21,405 3,86722.0% $9.80万 加仓
BKCH GLOBAL X FDS $54.15万0.00%7,774 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $54.13万0.00%13,257 3,56936.8% $14.57万 加仓
HHH HOWARD HUGHES HOLDINGS INC $54.13万0.00%7,512 2,72356.9% $19.62万 重新持有
APPS DIGITAL TURBINE INC $54.09万0.00%51,217 17,06350.0% $18.02万 加仓
BIZD VANECK ETF TRUST $54.08万0.00%43,091 -1,087-2.5% -$1.36万 减仓
WFC WELLS FARGO & CO 看跌期权 $54.05万0.00%6,900 6,900— $54.05万 新建仓
QTWO Q2 HLDGS INC $53.89万0.00%10,397 -1,678-13.9% -$8.70万 减仓
SHAK SHAKE SHACK INC $53.86万0.00%9,191 5,989187.0% $35.10万 加仓
MMS MAXIMUS INC $53.85万0.00%9,509 1,82323.7% $10.32万 加仓
PSFF PACER FDS TR $53.80万0.00%15,618 1,1858.2% $4.08万 加仓
STK COLUMBIA SELIGM PREM TECH GR $53.78万0.00%10,331 2,72535.8% $14.19万 加仓
GCT GIGACLOUD TECHNOLOGY INC $53.77万0.00%17,016 9185.7% $2.90万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $53.75万0.00%9,651 690.7% $3,843 加仓
KRNY KEARNY FINL CORP MD $53.68万0.00%57,540 8,87718.2% $8.28万 加仓
TRNS TRANSCAT INC $53.68万0.00%6,072 99319.6% $8.78万 加仓
INOD INNODATA INC $53.66万0.00%7,915 3,88496.4% $26.33万 重新持有
— GLOBAL X FDS $53.56万0.00%14,660 -1,406-8.8% -$5.14万 减仓
FLBL FRANKLIN TEMPLETON ETF TR $53.56万0.00%23,438 180.1% $411 加仓
GLO CLOUGH GLOBAL OPPORTUNITIES $53.39万0.00%89,131 00.0% — 不变
AAXJ ISHARES TR $53.34万0.00%4,590 -74-1.6% -$8,599 减仓
LZ LEGALZOOM COM INC $53.29万0.00%73,508 22,82145.0% $16.55万 加仓
BANR BANNER CORP $53.24万0.00%7,879 7,879— $53.24万 新建仓
MTX MINERALS TECHNOLOGIES INC $53.07万0.00%7,324 6589.9% $4.77万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $53.05万0.00%44,465 12,85340.7% $15.33万 加仓
CCS CENTURY COMMUNITIES INC $52.98万0.00%11,530 -2,721-19.1% -$12.50万 减仓
TGTX TG THERAPEUTICS INC $52.89万0.00%25,159 7,04238.9% $14.80万 加仓
ROAD CONSTRUCTION PARTNERS INC $52.86万0.00%5,571 3,655190.8% $34.68万 加仓
SYSB ISHARES TR $52.82万0.00%6,012 1,04821.1% $9.21万 加仓
EXTR EXTREME NETWORKS INC $52.72万0.00%41,772 12,08340.7% $15.25万 加仓
REAL THE REALREAL INC $52.64万0.00%49,662 22,62883.7% $23.99万 加仓
RYAN RYAN SPECIALTY HOLDINGS INC $52.59万0.00%13,015 2,75826.9% $11.14万 加仓
NWN NORTHWEST NAT HLDG CO $52.59万0.00%10,434 1,32914.6% $6.70万 加仓
PBW INVESCO EXCHANGE TRADED FD T $52.56万0.00%14,924 -862-5.5% -$3.04万 减仓
VNDA VANDA PHARMACEUTICALS INC $52.52万0.00%97,400 49,077101.6% $26.46万 加仓
TXNM TXNM ENERGY INC $52.47万0.00%9,226 -773-7.7% -$4.40万 减仓
CRNC CERENCE INC $52.45万0.00%50,092 19,56364.1% $20.48万 加仓
APLE APPLE HOSPITALITY REIT INC $52.35万0.00%31,610 3,98214.4% $6.59万 加仓
ISCV ISHARES TR $52.29万0.00%6,675 1662.6% $1.30万 加仓
BROS DUTCH BROS INC $52.27万0.00%7,737 3,09866.8% $20.93万 加仓
NBCR NEUBERGER BERMAN ETF TRUST $52.25万0.00%15,395 00.0% — 不变
CHI CALAMOS CONV OPPORTUNITIES & $52.20万0.00%38,867 2,9508.2% $3.96万 加仓
SOUN SOUNDHOUND AI INC $52.14万0.00%78,525 23,66043.1% $15.71万 加仓
REPL REPLIMUNE GROUP INC $52.11万0.00%47,414 47,414— $52.11万 新建仓
GATX GATX CORP $52.09万0.00%12,066 1010.8% $4,360 加仓
ALRS ALERUS FINL CORP $52.04万0.00%16,615 2,86920.9% $8.99万 加仓
XEVVX EATON VANCE LIMITED DURATION $52.03万0.00%55,769 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $52.02万0.00%3,958 3018.2% $3.96万 加仓
AMZN AMAZON COM INC 看涨期权 $51.82万0.00%2,300 2,300— $51.82万 新建仓
— VANECK ETF TRUST $51.72万0.00%23,426 3641.6% $8,037 加仓
DEA EASTERLY GOVT PPTYS INC $51.71万0.00%20,794 6,54045.9% $16.26万 加仓
EXI ISHARES TR $51.65万0.00%2,608 1666.8% $3.29万 加仓
— ACV AUCTIONS INC $51.56万0.00%88,289 61,717232.3% $36.04万 加仓
THRM GENTHERM INC $51.49万0.00%14,370 2,19218.0% $7.85万 加仓
XMLV INVESCO EXCH TRADED FD TR II $51.36万0.00%7,654 781.0% $5,234 加仓
TRNO TERRENO RLTY CORP $51.27万0.00%7,388 1,16318.7% $8.07万 加仓
DIOD DIODES INC $51.10万0.00%5,302 81918.3% $7.89万 加仓
GTY GETTY RLTY CORP NEW $51.08万0.00%14,861 1,2629.3% $4.34万 加仓
GHC GRAHAM HLDGS CO $50.93万0.00%440 -15-3.3% -$1.74万 减仓
OUST OUSTER INC $50.87万0.00%11,754 1,0469.8% $4.53万 加仓
CLF CLEVELAND-CLIFFS INC NEW $50.81万0.00%54,049 5040.9% $4,738 加仓
BRTR BLACKROCK ETF TRUST II $50.79万0.00%10,191 1,38715.8% $6.91万 加仓
SXC SUNCOKE ENERGY INC $50.68万0.00%61,651 47,155325.3% $38.76万 加仓
ATEC ALPHATEC HLDGS INC $50.58万0.00%52,801 13,33533.8% $12.77万 加仓