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 |
|---|---|---|---|---|---|---|---|---|
| CRNC | CERENCE INC | $22.13万 | 0.00% | 30,529 | 15,647 | 105.1% | $11.34万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $22.10万 | 0.00% | 2,424 | -92 | -3.7% | -$8,389 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $22.06万 | 0.00% | 4,300 | -5,672 | -56.9% | -$29.09万 | 减仓 |
| SIL | GLOBAL X FDS | $22.04万 | 0.00% | 2,379 | 2,379 | — | $22.04万 | 新建仓 |
| VVX | V2X INC | $22.03万 | 0.00% | 3,159 | 3,159 | — | $22.03万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $21.97万 | 0.00% | 7,592 | -1,246 | -14.1% | -$3.61万 | 减仓 |
| AEG | AEGON LTD | $21.97万 | 0.00% | 29,845 | -43,588 | -59.4% | -$32.08万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $21.94万 | 0.00% | 5,391 | -43 | -0.8% | -$1,750 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $21.86万 | 0.00% | 11,195 | 11,195 | — | $21.86万 | 新建仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $21.81万 | 0.00% | 3,948 | -1,951 | -33.1% | -$10.78万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $21.81万 | 0.00% | 2,793 | 262 | 10.4% | $2.05万 | 重新持有 |
| TMB | THORNBURG ETF TR | $21.77万 | 0.00% | 8,533 | -4,176 | -32.9% | -$10.65万 | 减仓 |
| UMH | UMH PPTYS INC | $21.76万 | 0.00% | 14,911 | -3,149 | -17.4% | -$4.59万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $21.75万 | 0.00% | 28,175 | -1,205 | -4.1% | -$9,303 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $21.73万 | 0.00% | 8,053 | 8,053 | — | $21.73万 | 新建仓 |
| UPBD | UPBOUND GROUP INC | $21.72万 | 0.00% | 12,391 | 12,391 | — | $21.72万 | 新建仓 |
| CORP | PIMCO ETF TR | $21.70万 | 0.00% | 2,241 | 2,241 | — | $21.70万 | 新建仓 |
| — | UDEMY INC | $21.69万 | 0.00% | 46,351 | 30,763 | 197.4% | $14.40万 | 加仓 |
| HLNE | HAMILTON LANE INC | $21.60万 | 0.00% | 2,293 | -1,427 | -38.4% | -$13.44万 | 减仓 |
| GFF | GRIFFON CORP | $21.54万 | 0.00% | 3,016 | -449 | -13.0% | -$3.21万 | 减仓 |
| BUG | GLOBAL X FDS | $21.51万 | 0.00% | 8,391 | -9,015 | -51.8% | -$23.11万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $21.47万 | 0.00% | 20,620 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $21.43万 | 0.00% | 25,266 | 4,597 | 22.2% | $3.90万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $21.40万 | 0.00% | 1,710 | -238 | -12.2% | -$2.98万 | 减仓 |
| — | NEOS ETF TRUST | $21.40万 | 0.00% | 6,564 | -3,519 | -34.9% | -$11.47万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $21.30万 | 0.00% | 13,522 | 1,107 | 8.9% | $1.74万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $21.26万 | 0.00% | 1,765 | -1,676 | -48.7% | -$20.18万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $21.19万 | 0.00% | 1,568 | -1,132 | -41.9% | -$15.30万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $21.19万 | 0.00% | 8,966 | -5,324 | -37.3% | -$12.58万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $21.15万 | 0.00% | 4,011 | 4,011 | — | $21.15万 | 新建仓 |
| ZUMZ | ZUMIEZ INC | $21.11万 | 0.00% | 9,768 | 9,768 | — | $21.11万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $21.09万 | 0.00% | 1,296 | -539 | -29.4% | -$8.77万 | 减仓 |
| WINA | WINMARK CORP | $21.09万 | 0.00% | 490 | 490 | — | $21.09万 | 新建仓 |
| — | ISHARES TR | $21.06万 | 0.00% | 2,986 | -89,740 | -96.8% | -$632.80万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $21.03万 | 0.00% | 13,180 | 12,021 | 1,037.2% | $19.18万 | 加仓 |
| TREE | LENDINGTREE INC NEW | $20.99万 | 0.00% | 5,150 | 5,150 | — | $20.99万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $20.96万 | 0.00% | 8,135 | 1,630 | 25.1% | $4.20万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $20.93万 | 0.00% | 7,721 | -925 | -10.7% | -$2.51万 | 减仓 |
| AVTR | AVANTOR INC | $20.90万 | 0.00% | 26,455 | -206 | -0.8% | -$1,627 | 减仓 |
| OUST | OUSTER INC | $20.87万 | 0.00% | 10,708 | 805 | 8.1% | $1.57万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $20.87万 | 0.00% | 1,664 | -945 | -36.2% | -$11.85万 | 减仓 |
| ALG | ALAMO GROUP INC | $20.86万 | 0.00% | 1,240 | 1,240 | — | $20.86万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $20.78万 | 0.00% | 19,153 | -1,181 | -5.8% | -$1.28万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $20.75万 | 0.00% | 4,802 | -2,594 | -35.1% | -$11.21万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $20.75万 | 0.00% | 17,626 | -30,287 | -63.2% | -$35.65万 | 减仓 |
| — | GABELLI HLTHCARE & WELLNESS | $20.74万 | 0.00% | 22,692 | -21,056 | -48.1% | -$19.25万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $20.71万 | 0.00% | 2,809 | -1,243 | -30.7% | -$9.17万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $20.71万 | 0.00% | 78,740 | -51,667 | -39.6% | -$13.59万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $20.71万 | 0.00% | 24,132 | -5,112 | -17.5% | -$4.39万 | 减仓 |
| — | ARCOSA INC | $20.69万 | 0.00% | 1,921 | -696 | -26.6% | -$7.50万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $20.68万 | 0.00% | 3,507 | 3,507 | — | $20.68万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $20.67万 | 0.00% | 2,864 | 2,864 | — | $20.67万 | 新建仓 |
| — | PLATINUM GROUP METALS LTD | $20.61万 | 0.00% | 114,488 | 38,433 | 50.5% | $6.92万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $20.59万 | 0.00% | 5,643 | -3,814 | -40.3% | -$13.91万 | 减仓 |
| DOLE | DOLE PLC | $20.56万 | 0.00% | 14,121 | 376 | 2.7% | $5,475 | 加仓 |
| — | BITWISE ETHEREUM ETF | $20.55万 | 0.00% | 13,901 | -4,408 | -24.1% | -$6.52万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $20.54万 | 0.00% | 6,401 | 917 | 16.7% | $2.94万 | 重新持有 |
| FCF | FIRST COMWLTH FINL CORP PA | $20.51万 | 0.00% | 11,473 | -7,629 | -39.9% | -$13.64万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $20.47万 | 0.00% | 14,843 | -5,790 | -28.1% | -$7.98万 | 减仓 |
| CRML | CRITICAL METALS CORP | $20.46万 | 0.00% | 24,363 | 6,062 | 33.1% | $5.09万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $20.45万 | 0.00% | 6,071 | 6,071 | — | $20.45万 | 新建仓 |
| PLUS | EPLUS INC | $20.43万 | 0.00% | 2,646 | 275 | 11.6% | $2.12万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $20.42万 | 0.00% | 19,085 | -40,280 | -67.9% | -$43.10万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $20.35万 | 0.00% | 3,884 | -200 | -4.9% | -$1.05万 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $20.31万 | 0.00% | 17,355 | 3,509 | 25.3% | $4.11万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $20.29万 | 0.00% | 1,916 | -423 | -18.1% | -$4.48万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $20.17万 | 0.00% | 27,628 | 16,510 | 148.5% | $12.05万 | 加仓 |
| SITM | SITIME CORP | $20.16万 | 0.00% | 581 | -247 | -29.8% | -$8.57万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $20.15万 | 0.00% | 3,629 | -1,890 | -34.2% | -$10.49万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $20.12万 | 0.00% | 10,778 | -4,081 | -27.5% | -$7.62万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $20.12万 | 0.00% | 7,916 | 7,916 | — | $20.12万 | 新建仓 |
| — | HIGH INCOME SECS FD | $20.11万 | 0.00% | 35,775 | 950 | 2.7% | $5,339 | 加仓 |
| VMO | INVESCO MUN OPPORTUNITY TR | $20.08万 | 0.00% | 21,119 | 21,119 | — | $20.08万 | 新建仓 |
| TDAY | USA TODAY CO INC | $19.94万 | 0.00% | 28,080 | 4,375 | 18.5% | $3.11万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $19.93万 | 0.00% | 40,438 | 3,972 | 10.9% | $1.96万 | 加仓 |
| — | ATAI BECKLEY NV | $19.88万 | 0.00% | 52,444 | -4,788 | -8.4% | -$1.81万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $19.86万 | 0.00% | 31,228 | -15,113 | -32.6% | -$9.61万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $19.85万 | 0.00% | 62,036 | 8,965 | 16.9% | $2.87万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $19.72万 | 0.00% | 13,725 | -6,329 | -31.6% | -$9.09万 | 减仓 |
| MAX | MEDIAALPHA INC | $19.58万 | 0.00% | 20,916 | -5,521 | -20.9% | -$5.17万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $19.55万 | 0.00% | 10,524 | 10,524 | — | $19.55万 | 新建仓 |
| NABL | N-ABLE INC | $19.53万 | 0.00% | 40,182 | 12,838 | 46.9% | $6.24万 | 加仓 |
| TRIN | TRINITY CAP INC | $19.50万 | 0.00% | 13,015 | -1,467 | -10.1% | -$2.20万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $19.45万 | 0.00% | 75,691 | 44,315 | 141.2% | $11.39万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $19.41万 | 0.00% | 13,836 | 3,683 | 36.3% | $5.17万 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $19.40万 | 0.00% | 21,582 | -1,885 | -8.0% | -$1.69万 | 减仓 |
| SAFE | SAFEHOLD INC | $19.34万 | 0.00% | 14,315 | -2,021 | -12.4% | -$2.73万 | 减仓 |
| KODK | EASTMAN KODAK CO | $19.32万 | 0.00% | 17,169 | 6,637 | 63.0% | $7.47万 | 加仓 |
| WT | WISDOMTREE INC | $19.22万 | 0.00% | 45,934 | 31,348 | 214.9% | $13.12万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $19.13万 | 0.00% | 11,894 | 11,894 | — | $19.13万 | 新建仓 |
| CERS | CERUS CORP | $19.11万 | 0.00% | 102,759 | 21,203 | 26.0% | $3.94万 | 加仓 |
| PBI | PITNEY BOWES INC | $19.07万 | 0.00% | 17,288 | 1,219 | 7.6% | $1.34万 | 加仓 |
| BORR | BORR DRILLING LTD | $19.05万 | 0.00% | 32,680 | 3,402 | 11.6% | $1.98万 | 加仓 |
| OMER | OMEROS CORP | $19.05万 | 0.00% | 17,475 | -14,253 | -44.9% | -$15.54万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $19.03万 | 0.00% | 15,816 | 15,816 | — | $19.03万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $18.90万 | 0.00% | 13,710 | 9,046 | 194.0% | $12.47万 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $18.87万 | 0.00% | 144,126 | 41,954 | 41.1% | $5.49万 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC | $18.87万 | 0.00% | 25,459 | 3,442 | 15.6% | $2.55万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $18.82万 | 0.00% | 10,011 | -4,080 | -29.0% | -$7.67万 | 减仓 |
| LCID | LUCID GROUP INC | $18.58万 | 0.00% | 18,653 | 7,613 | 69.0% | $7.58万 | 加仓 |