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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $27.46万 | 0.00% | 11,015 | -6,552 | -37.3% | -$16.33万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $27.45万 | 0.00% | 5,438 | -708 | -11.5% | -$3.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.38万 | 0.00% | 8,409 | 6,317 | 302.0% | $20.57万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $27.38万 | 0.00% | 6,706 | 990 | 17.3% | $4.04万 | 加仓 |
| WHD | CACTUS INC | $27.37万 | 0.00% | 5,728 | -1,959 | -25.5% | -$9.36万 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC | $27.32万 | 0.00% | 16,213 | 3,118 | 23.8% | $5.25万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $27.26万 | 0.00% | 2,143 | 2,143 | — | $27.26万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $27.24万 | 0.00% | 25,105 | 1,469 | 6.2% | $1.59万 | 加仓 |
| NMAX | NEWSMAX INC | $27.18万 | 0.00% | 47,860 | 10,501 | 28.1% | $5.96万 | 加仓 |
| SPSC | SPS COMM INC | $27.01万 | 0.00% | 4,816 | 1,278 | 36.1% | $7.17万 | 加仓 |
| MARA | MARA HOLDINGS INC | $26.97万 | 0.00% | 30,964 | 2,190 | 7.6% | $1.91万 | 加仓 |
| — | HERITAGE COMM CORP | $26.93万 | 0.00% | 33,370 | 4,676 | 16.3% | $3.77万 | 加仓 |
| — | EA SERIES TRUST | $26.92万 | 0.00% | 7,996 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC | $26.87万 | 0.00% | 9,073 | 392 | 4.5% | $1.16万 | 加仓 |
| IGE | ISHARES TR | $26.85万 | 0.00% | 4,308 | 4,308 | — | $26.85万 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $26.82万 | 0.00% | 6,416 | 6,416 | — | $26.82万 | 新建仓 |
| PD | PAGERDUTY INC | $26.81万 | 0.00% | 41,883 | 24,253 | 137.6% | $15.52万 | 重新持有 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $26.77万 | 0.00% | 39,254 | 11,938 | 43.7% | $8.14万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $26.74万 | 0.00% | 60,358 | 2,523 | 4.4% | $1.12万 | 加仓 |
| FLNG | FLEX LNG LTD | $26.72万 | 0.00% | 8,770 | -1,423 | -14.0% | -$4.34万 | 减仓 |
| GDS | GDS HLDGS LTD | $26.72万 | 0.00% | 6,694 | -4,115 | -38.1% | -$16.42万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $26.69万 | 0.00% | 6,761 | -2,069 | -23.4% | -$8.17万 | 减仓 |
| — | DBX ETF TR | $26.69万 | 0.00% | 4,932 | -3,955 | -44.5% | -$21.40万 | 减仓 |
| FFBC | FIRST FINL BANCORP OH | $26.68万 | 0.00% | 9,502 | -4,728 | -33.2% | -$13.28万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $26.66万 | 0.00% | 12,831 | -8,172 | -38.9% | -$16.98万 | 减仓 |
| AVPT | AVEPOINT INC | $26.63万 | 0.00% | 26,795 | 11,564 | 75.9% | $11.49万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $26.62万 | 0.00% | 12,549 | 12,549 | — | $26.62万 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL | $26.58万 | 0.00% | 19,605 | 2,813 | 16.8% | $3.81万 | 加仓 |
| TNC | TENNANT CO | $26.58万 | 0.00% | 3,806 | -1,090 | -22.3% | -$7.61万 | 减仓 |
| CMRE | COSTAMARE INC | $26.55万 | 0.00% | 15,364 | -439 | -2.8% | -$7,586 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $26.53万 | 0.00% | 12,146 | 12,146 | — | $26.53万 | 新建仓 |
| ISVL | ISHARES TR | $26.51万 | 0.00% | 5,470 | -5,521 | -50.2% | -$26.75万 | 减仓 |
| HL | HECLA MNG CO | $26.51万 | 0.00% | 13,820 | -7,623 | -35.6% | -$14.62万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $26.49万 | 0.00% | 1,958 | -3,454 | -63.8% | -$46.73万 | 减仓 |
| SKM | SK TELECOM CO LTD | $26.48万 | 0.00% | 8,951 | -4,514 | -33.5% | -$13.35万 | 减仓 |
| HBNC | HORIZON BANCORP INC | $26.45万 | 0.00% | 15,780 | 1,255 | 8.6% | $2.10万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $26.37万 | 0.00% | 12,622 | -890 | -6.6% | -$1.86万 | 减仓 |
| RLJ | RLJ LODGING TR | $26.31万 | 0.00% | 35,791 | 10,011 | 38.8% | $7.36万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $26.29万 | 0.00% | 89,429 | 72,160 | 417.9% | $21.22万 | 加仓 |
| GBX | GREENBRIER COS INC | $26.29万 | 0.00% | 4,985 | 317 | 6.8% | $1.67万 | 加仓 |
| ZAP | GLOBAL X FDS | $26.24万 | 0.00% | 8,049 | 8,049 | — | $26.24万 | 新建仓 |
| MNRO | MONRO INC | $26.23万 | 0.00% | 16,433 | 16,433 | — | $26.23万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $26.22万 | 0.00% | 3,586 | 3,586 | — | $26.22万 | 新建仓 |
| BAND | BANDWIDTH INC | $26.20万 | 0.00% | 14,518 | 2,255 | 18.4% | $4.07万 | 加仓 |
| SYM | SYMBOTIC INC | $26.20万 | 0.00% | 4,910 | -1,731 | -26.1% | -$9.24万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $26.20万 | 0.00% | 41,521 | 19,197 | 86.0% | $12.11万 | 加仓 |
| ASIX | ADVANSIX INC | $26.18万 | 0.00% | 21,641 | 17,839 | 469.2% | $21.58万 | 加仓 |
| HWKN | HAWKINS INC | $26.17万 | 0.00% | 1,727 | -7,482 | -81.2% | -$113.37万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $26.09万 | 0.00% | 3,780 | -1,238 | -24.7% | -$8.54万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $26.05万 | 0.00% | 1,613 | -283 | -14.9% | -$4.57万 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC | $26.04万 | 0.00% | 72,700 | 36,975 | 103.5% | $13.24万 | 加仓 |
| VAL | VALARIS LTD | $25.99万 | 0.00% | 2,651 | 2,651 | — | $25.99万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $25.96万 | 0.00% | 5,325 | -502 | -8.6% | -$2.45万 | 重新持有 |
| BOKF | BOK FINL CORP | $25.95万 | 0.00% | 2,018 | 56 | 2.9% | $7,201 | 加仓 |
| WSBF | WATERSTONE FINL INC MD | $25.93万 | 0.00% | 14,240 | 2,794 | 24.4% | $5.09万 | 加仓 |
| — | DIREXION SHS ETF TR | $25.92万 | 0.00% | 12,000 | 12,000 | — | $25.92万 | 新建仓 |
| IXJ | ISHARES TR | $25.91万 | 0.00% | 2,753 | -3,545 | -56.3% | -$33.36万 | 减仓 |
| — | NUVEEN CALIFORNIA AMT QLT MU | $25.89万 | 0.00% | 21,650 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $25.85万 | 0.00% | 11,388 | 1,933 | 20.4% | $4.39万 | 加仓 |
| — | DIREXION SHS ETF TR | $25.83万 | 0.00% | 11,446 | 572 | 5.3% | $1.29万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $25.76万 | 0.00% | 8,382 | 8,382 | — | $25.76万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $25.68万 | 0.00% | 4,510 | 75 | 1.7% | $4,270 | 加仓 |
| IBHF | ISHARES TR | $25.68万 | 0.00% | 11,231 | 381 | 3.5% | $8,710 | 加仓 |
| STN | STANTEC INC | $25.66万 | 0.00% | 2,949 | -398 | -11.9% | -$3.46万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $25.63万 | 0.00% | 8,227 | -2,376 | -22.4% | -$7.40万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.58万 | 0.00% | 5,778 | -1,743 | -23.2% | -$7.72万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $25.52万 | 0.00% | 5,199 | -845 | -14.0% | -$4.15万 | 减仓 |
| ICLR | ICON PLC | $25.50万 | 0.00% | 2,233 | 462 | 26.1% | $5.28万 | 加仓 |
| USMF | WISDOMTREE TR | $25.48万 | 0.00% | 5,109 | -4,138 | -44.7% | -$20.64万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $25.46万 | 0.00% | 5,093 | -22,383 | -81.5% | -$111.90万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $25.43万 | 0.00% | 2,901 | -260 | -8.2% | -$2.28万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $25.42万 | 0.00% | 46,307 | 33,980 | 275.7% | $18.65万 | 加仓 |
| HLF | HERBALIFE LTD | $25.42万 | 0.00% | 18,302 | 4,126 | 29.1% | $5.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.41万 | 0.00% | 16,209 | 3,772 | 30.3% | $5.91万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $25.40万 | 0.00% | 5,078 | -679 | -11.8% | -$3.40万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $25.39万 | 0.00% | 5,508 | 2,858 | 107.8% | $13.17万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $25.33万 | 0.00% | 22,067 | 194 | 0.9% | $2,227 | 加仓 |
| PACS | PACS GROUP INC | $25.33万 | 0.00% | 7,881 | -143 | -1.8% | -$4,596 | 减仓 |
| BIO | BIO RAD LABS INC | $25.28万 | 0.00% | 903 | -265 | -22.7% | -$7.42万 | 减仓 |
| FTDR | FRONTDOOR INC | $25.25万 | 0.00% | 4,626 | 396 | 9.4% | $2.16万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $25.23万 | 0.00% | 8,893 | 8,893 | — | $25.23万 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $25.18万 | 0.00% | 5,766 | -278 | -4.6% | -$1.21万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $25.10万 | 0.00% | 20,441 | 4,299 | 26.6% | $5.28万 | 加仓 |
| NRDS | NERDWALLET INC | $25.04万 | 0.00% | 24,073 | 11,530 | 91.9% | $11.99万 | 加仓 |
| PFIS | PEOPLES FINL SVCS CORP | $25.02万 | 0.00% | 4,580 | -2,515 | -35.4% | -$13.74万 | 减仓 |
| HELE | HELEN OF TROY LTD | $25.01万 | 0.00% | 17,131 | 9,059 | 112.2% | $13.23万 | 重新持有 |
| VSTS | VESTIS CORPORATION | $24.96万 | 0.00% | 31,881 | 6,615 | 26.2% | $5.18万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $24.94万 | 0.00% | 11,931 | -5,017 | -29.6% | -$10.49万 | 减仓 |
| — | SPDR INDEX SHS FDS | $24.90万 | 0.00% | 3,602 | -8,836 | -71.0% | -$61.09万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $24.89万 | 0.00% | 19,947 | 1,843 | 10.2% | $2.30万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $24.89万 | 0.00% | 6,110 | -5,232 | -46.1% | -$21.32万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $24.87万 | 0.00% | 5,580 | -3,039 | -35.3% | -$13.54万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $24.87万 | 0.00% | 22,025 | 22,025 | — | $24.87万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $24.85万 | 0.00% | 8,262 | -3,649 | -30.6% | -$10.98万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $24.82万 | 0.00% | 3,555 | -3,217 | -47.5% | -$22.46万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $24.78万 | 0.00% | 13,583 | 2,135 | 18.6% | $3.89万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $24.77万 | 0.00% | 7,231 | -6,218 | -46.2% | -$21.30万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $24.74万 | 0.00% | 6,129 | -4,653 | -43.2% | -$18.78万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $24.73万 | 0.00% | 10,093 | 10,093 | — | $24.73万 | 新建仓 |
| RLI | RLI CORP | $24.72万 | 0.00% | 4,251 | -1,382 | -24.5% | -$8.04万 | 减仓 |