13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

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
FPF FIRST TR INTER DURATN PFD & $30.50万0.00%17,195 -1,727-9.1% -$3.06万 减仓
WH WYNDHAM HOTELS & RESORTS INC $30.48万0.00%6,628 1,44427.9% $6.64万 加仓
— ENVIRI CORP $30.45万0.00%15,299 -2,121-12.2% -$4.22万 减仓
MTN VAIL RESORTS INC $30.43万0.00%2,321 -281-10.8% -$3.68万 减仓
IYC ISHARES TR $30.43万0.00%3,139 -416-11.7% -$4.03万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $30.41万0.00%4,115 -1,117-21.3% -$8.25万 减仓
ICFI ICF INTL INC $30.35万0.00%4,524 -826-15.4% -$5.54万 减仓
FREL FIDELITY COVINGTON TRUST $30.34万0.00%11,079 2,96036.5% $8.11万 加仓
BAUG INNOVATOR ETFS TRUST $30.32万0.00%6,166 -3,360-35.3% -$16.52万 减仓
— GLOBAL X FDS $30.27万0.00%25,030 5,53028.4% $6.69万 加仓
DXPE DXP ENTERPRISES INC $30.26万0.00%2,111 -205-8.9% -$2.94万 减仓
VIOO VANGUARD ADMIRAL FDS INC $30.23万0.00%2,608 32414.2% $3.76万 加仓
IHG INTERCONTINENTAL HOTELS GROU $30.17万0.00%2,253 -648-22.3% -$8.68万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $30.15万0.00%6,782 -13,460-66.5% -$59.83万 减仓
FXH FIRST TR EXCHANGE TRADED FD $30.14万0.00%2,730 -626-18.7% -$6.91万 减仓
IPAR INTERPARFUMS INC $30.12万0.00%3,324 3,324— $30.12万 新建仓
QAI NEW YORK LIFE INVESTMENTS ET $30.06万0.00%8,752 1,08614.2% $3.73万 加仓
ASO ACADEMY SPORTS & OUTDOORS IN $30.03万0.00%5,237 63313.7% $3.63万 加仓
ITB ISHARES TR $29.98万0.00%3,322 -619-15.7% -$5.59万 减仓
RHP RYMAN HOSPITALITY PPTYS INC $29.92万0.00%3,221 -941-22.6% -$8.74万 减仓
FLIN FRANKLIN TEMPLETON ETF TR $29.91万0.00%8,998 8,998— $29.91万 新建仓
VFMO VANGUARD WELLINGTON FD $29.90万0.00%1,490 -169-10.2% -$3.39万 减仓
— BIOLIFE SOLUTIONS INC $29.88万0.00%15,659 14,8221,770.8% $28.28万 加仓
AMR ALPHA METALLURGICAL RESOUR I $29.87万0.00%1,427 -604-29.7% -$12.64万 减仓
DTCR GLOBAL X FDS $29.82万0.00%12,122 6485.6% $1.59万 加仓
ARGX ARGENX SE $29.75万0.00%399 -164-29.1% -$12.23万 减仓
— ISHARES TR $29.72万0.00%7,963 1832.4% $6,830 加仓
PWB INVESCO EXCHANGE TRADED FD T $29.71万0.00%2,313 -392-14.5% -$5.03万 减仓
STK COLUMBIA SELIGM PREM TECH GR $29.66万0.00%7,606 -2,018-21.0% -$7.87万 减仓
MFEM PIMCO EQUITY SER $29.63万0.00%11,900 -15,522-56.6% -$38.64万 减仓
CABO CABLE ONE INC $29.62万0.00%3,061 -775-20.2% -$7.50万 减仓
— INNOVATOR ETFS TRUST $29.57万0.00%10,700 10,700— $29.57万 新建仓
LZ LEGALZOOM COM INC $29.55万0.00%50,687 -20,543-28.8% -$11.98万 减仓
SCSC SCANSOURCE INC $29.54万0.00%8,095 -150-1.8% -$5,474 减仓
ACLS AXCELIS TECHNOLOGIES INC $29.49万0.00%5,467 1,75447.2% $9.46万 加仓
SCHQ SCHWAB STRATEGIC TR $29.49万0.00%9,377 -42,041-81.8% -$132.22万 减仓
RWX SPDR INDEX SHS FDS $29.47万0.00%10,926 -12,571-53.5% -$33.91万 减仓
TDOC TELADOC HEALTH INC $29.43万0.00%55,835 37,662207.2% $19.85万 加仓
MLAB MESA LABS INC $29.36万0.00%3,224 3,224— $29.36万 新建仓
LRGE LEGG MASON ETF INVT $29.29万0.00%3,879 -322-7.7% -$2.43万 减仓
FBIZ FIRST BUSINESS FINL SVCS INC $29.28万0.00%5,305 -9,330-63.8% -$51.49万 减仓
INTA INTAPP INC $29.26万0.00%11,807 2,03920.9% $5.05万 加仓
BDC BELDEN INC $29.25万0.00%2,542 -732-22.4% -$8.42万 减仓
RYAAY RYANAIR HOLDINGS PLC $29.23万0.00%4,975 -520-9.5% -$3.05万 减仓
EWS ISHARES INC $29.18万0.00%10,314 10,314— $29.18万 新建仓
— APELLIS PHARMACEUTICALS INC $29.13万0.00%7,208 -22,967-76.1% -$92.81万 减仓
VNOM VIPER ENERGY INC $29.12万0.00%6,266 -718-10.3% -$3.34万 减仓
— DIREXION SHS ETF TR $29.08万0.00%8,708 8,708— $29.08万 新建仓
HRMY HARMONY BIOSCIENCES HLDGS IN $29.07万0.00%10,478 -7,342-41.2% -$20.37万 减仓
FTXO FIRST TR EXCHANGE TRADED FD $29.06万0.00%7,932 -1,622-17.0% -$5.94万 减仓
— FRANKLIN XRP TRUST $29.03万0.00%20,452 20,452— $29.03万 新建仓
ALAI THE ALGER ETF TRUST $28.99万0.00%8,601 2,21134.6% $7.45万 加仓
CIM CHIMERA INVT CORP $28.98万0.00%22,569 -7,926-26.0% -$10.18万 减仓
POWI POWER INTEGRATIONS INC $28.96万0.00%14,237 7,526112.1% $15.31万 加仓
PDM PIEDMONT REALTY TRUST INC $28.92万0.00%44,090 -2,125-4.6% -$1.39万 减仓
APLD APPLIED DIGITAL CORP $28.89万0.00%11,765 -1,291-9.9% -$3.17万 减仓
UEC URANIUM ENERGY CORP $28.88万0.00%21,283 3,23717.9% $4.39万 加仓
KRP KIMBELL RTY PARTNERS LP $28.87万0.00%19,563 8,37674.9% $12.36万 加仓
RCKT ROCKET PHARMACEUTICALS INC $28.71万0.00%80,868 62,638343.6% $22.24万 加仓
STXF EA SERIES TRUST $28.71万0.00%6,793 1021.5% $4,311 加仓
WGO WINNEBAGO INDS INC $28.70万0.00%9,454 3,25052.4% $9.87万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $28.69万0.00%5,972 -879-12.8% -$4.22万 减仓
SHAK SHAKE SHACK INC $28.60万0.00%3,202 -1,963-38.0% -$17.54万 减仓
OGN ORGANON & CO $28.59万0.00%44,952 -31,595-41.3% -$20.09万 减仓
FOR FORESTAR GROUP INC $28.53万0.00%11,579 1,94020.1% $4.78万 加仓
VECO VEECO INSTRS INC DEL $28.51万0.00%8,297 420.5% $1,443 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $28.49万0.00%19,237 4,46830.3% $6.62万 加仓
LNN LINDSAY CORP $28.41万0.00%2,758 56425.7% $5.81万 加仓
DX DYNEX CAP INC $28.36万0.00%22,033 5,57533.9% $7.17万 加仓
INTF ISHARES TR $28.33万0.00%7,200 -6,573-47.7% -$25.87万 减仓
— LAZARD GLOBAL TOTAL RETURN & $28.32万0.00%17,123 -10,240-37.4% -$16.94万 减仓
BANC BANC OF CALIFORNIA INC $28.32万0.00%16,064 -2,647-14.1% -$4.67万 减仓
ARKF ARK ETF TR $28.29万0.00%7,431 -2,672-26.4% -$10.17万 减仓
RAA ETF OPPORTUNITIES TRUST $28.26万0.00%10,173 10,173— $28.26万 新建仓
BSJT INVESCO EXCH TRD SLF IDX FD $28.26万0.00%13,385 -19,048-58.7% -$40.22万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $28.26万0.00%3,062 551.8% $5,076 加仓
JPSE J P MORGAN EXCHANGE TRADED F $28.20万0.00%5,324 -719-11.9% -$3.81万 减仓
HYZD WISDOMTREE TR $28.15万0.00%12,614 -54,371-81.2% -$121.36万 减仓
NXP NUVEEN SELECT TAX-FREE INCOM $28.13万0.00%19,909 19,909— $28.13万 新建仓
FLUT FLUTTER ENTMT PLC $28.12万0.00%2,644 1,27292.7% $13.53万 加仓
LAD LITHIA MTRS INC $28.05万0.00%1,114 -502-31.1% -$12.64万 减仓
EES WISDOMTREE TR $28.04万0.00%4,781 -1,414-22.8% -$8.29万 减仓
MD PEDIATRIX MEDICAL GROUP INC $27.94万0.00%13,194 -134-1.0% -$2,838 减仓
JJSF J & J SNACK FOODS CORP $27.93万0.00%3,525 1,19951.5% $9.50万 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $27.90万0.00%6,886 -1,577-18.6% -$6.39万 减仓
RIOT RIOT PLATFORMS INC $27.88万0.00%21,681 9,19373.6% $11.82万 加仓
ALKS ALKERMES PLC $27.82万0.00%7,986 -708-8.1% -$2.47万 减仓
APEI AMERICAN PUB ED INC $27.82万0.00%4,825 4,825— $27.82万 新建仓
NANR SPDR INDEX SHS FDS $27.71万0.00%3,294 -1,434-30.3% -$12.06万 减仓
FIVN FIVE9 INC $27.71万0.00%18,458 3,00719.5% $4.51万 加仓
YORW YORK WTR CO $27.68万0.00%8,847 -87-1.0% -$2,722 减仓
— BLACKROCK FLOATING RATE INCO $27.68万0.00%25,629 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $27.68万0.00%45,796 32,793252.2% $19.82万 加仓
GNL GLOBAL NET LEASE INC $27.67万0.00%29,400 -19,505-39.9% -$18.35万 减仓
AAOI APPLIED OPTOELECTRONICS INC $27.64万0.00%2,660 2,660— $27.64万 新建仓
PLTK PLAYTIKA HLDG CORP $27.58万0.00%100,657 -14,298-12.4% -$3.92万 减仓
ACDC PROFRAC HLDG CORP $27.57万0.00%45,345 16,60357.8% $10.09万 加仓
NUBD NUSHARES ETF TR $27.54万0.00%12,402 -14,880-54.5% -$33.04万 减仓
LCII LCI INDS $27.53万0.00%2,244 1627.8% $1.99万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $27.50万0.00%58,337 38,902200.2% $18.34万 加仓