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
TPB TURNING PT BRANDS INC $27.67万0.00%3,157 3,157— $27.67万 新建仓
BAPR INNOVATOR ETFS TRUST $27.65万0.00%5,162 5,162— $27.65万 新建仓
— AIM ETF PRODUCTS TRUST $27.63万0.00%5,748 -30-0.5% -$1,442 减仓
IGE ISHARES TR $27.59万0.00%4,811 50311.7% $2.88万 加仓
UPWK UPWORK INC $27.55万0.00%31,232 16,635114.0% $14.67万 重新持有
OMDA OMADA HEALTH INC $27.49万0.00%11,808 -1,075-8.3% -$2.50万 减仓
UAN CVR PARTNERS LP/CVR NITROGEN $27.49万0.00%2,363 2,363— $27.49万 新建仓
MAT MATTEL INC $27.47万0.00%20,606 -16,321-44.2% -$21.76万 减仓
CNEQ THE ALGER ETF TRUST $27.47万0.00%6,770 6,770— $27.47万 新建仓
UFOX ETF SER SOLUTIONS $27.45万0.00%3,083 -105-3.3% -$9,349 减仓
USMF WISDOMTREE TR $27.45万0.00%5,120 110.2% $590 加仓
APEI AMERICAN PUB ED INC $27.45万0.00%4,710 -115-2.4% -$6,701 减仓
TFSL TFS FINL CORP $27.44万0.00%15,529 3,27226.7% $5.78万 加仓
BIO BIO RAD LABS INC $27.42万0.00%926 232.5% $6,811 加仓
QCRH QCR HLDGS INC $27.42万0.00%2,841 2,841— $27.42万 新建仓
EIS ISHARES INC $27.40万0.00%2,295 -1,125-32.9% -$13.43万 减仓
— BEAZER HOMES USA INC $27.35万0.00%8,576 8,576— $27.35万 新建仓
SKY CHAMPION HOMES INC $27.34万0.00%3,366 3,366— $27.34万 新建仓
BETA BETA TECHNOLOGIES INC $27.30万0.00%15,415 15,415— $27.30万 新建仓
RONB BARON ETF TR $27.30万0.00%11,519 11,519— $27.30万 新建仓
DBD DIEBOLD NIXDORF INC $27.28万0.00%3,200 3,200— $27.28万 新建仓
— CBRE GBL REAL ESTATE INC FD $27.27万0.00%59,288 -1,070-1.8% -$4,922 减仓
LRMR LARIMAR THERAPEUTICS INC $27.25万0.00%63,680 30,88194.2% $13.22万 加仓
QS QUANTUMSCAPE CORP $27.23万0.00%61,544 30,31697.1% $13.41万 加仓
NUBD NUSHARES ETF TR $27.22万0.00%12,403 10.0% $22 加仓
INTF ISHARES TR $27.15万0.00%6,572 -628-8.7% -$2.59万 减仓
ENPH ENPHASE ENERGY INC $27.14万0.00%6,054 -10,318-63.0% -$46.26万 重新持有
GMAY FIRST TR EXCHNG TRADED FD VI $27.10万0.00%18,399 4,68934.2% $6.91万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $27.08万0.00%10,510 10,510— $27.08万 新建仓
OPCH OPTION CARE HEALTH INC $27.03万0.00%12,529 3,58140.0% $7.72万 加仓
— INNOVATOR ETFS TRUST $26.99万0.00%9,490 9,490— $26.99万 新建仓
UA UNDER ARMOUR INC $26.95万0.00%40,776 19,32890.1% $12.78万 加仓
CXM SPRINKLR INC $26.90万0.00%49,092 19,68967.0% $10.79万 加仓
NNI NELNET INC $26.83万0.00%9,587 6547.3% $1.83万 加仓
AMJB JPMORGAN CHASE FINL CO LLC $26.83万0.00%7,698 4676.5% $1.63万 加仓
IBD NORTHERN LTS FD TR IV $26.81万0.00%11,301 -7,034-38.4% -$16.69万 减仓
— BLACKROCK FLOATING RATE INCO $26.77万0.00%24,629 -1,000-3.9% -$1.09万 减仓
CNX CNX RES CORP $26.73万0.00%8,355 1732.1% $5,534 加仓
— STRATUS PPTYS INC $26.71万0.00%10,254 10,254— $26.71万 新建仓
EPC EDGEWELL PERSONAL CARE CO $26.71万0.00%10,087 -1,621-13.8% -$4.29万 减仓
DIN DINE BRANDS GLOBAL INC $26.70万0.00%7,477 1,38822.8% $4.96万 重新持有
— FIRST TR EXCHNG TRADED FD VI $26.70万0.00%12,445 -42,206-77.2% -$90.55万 减仓
CODI COMPASS DIVERSIFIED $26.65万0.00%26,489 6,07329.7% $6.11万 加仓
— SIGA TECHNOLOGIES INC $26.62万0.00%74,155 7,48711.2% $2.69万 加仓
BMRC BANK OF MARIN BANCORP $26.62万0.00%9,357 9,357— $26.62万 新建仓
RDVT RED VIOLET INC $26.57万0.00%3,930 3,930— $26.57万 新建仓
— ARCOSA INC $26.54万0.00%1,830 -91-4.7% -$1.32万 减仓
— INNOVATOR ETFS TRUST $26.50万0.00%9,604 9,604— $26.50万 新建仓
IHF ISHARES TR $26.50万0.00%4,650 4,650— $26.50万 新建仓
— FIRST TR EXCHANGE TRADED FD $26.47万0.00%11,674 -2,127-15.4% -$4.82万 减仓
LOAR LOAR HOLDINGS INC $26.47万0.00%3,622 3,622— $26.47万 新建仓
ALG ALAMO GROUP INC $26.47万0.00%1,639 39932.2% $6.44万 加仓
ISVL ISHARES TR $26.47万0.00%5,169 -301-5.5% -$1.54万 减仓
AI C3 AI INC $26.44万0.00%29,543 15,091104.4% $13.51万 加仓
EPAC ENERPAC TOOL GROUP CORP $26.40万0.00%7,515 1,59426.9% $5.60万 重新持有
WSC WILLSCOT HLDGS CORP $26.39万0.00%10,056 10,056— $26.39万 新建仓
— ISHARES TR $26.37万0.00%3,541 30.1% $223 加仓
— AVANOS MED INC $26.36万0.00%10,576 -14,176-57.3% -$35.34万 减仓
FWRG FIRST WATCH RESTAURANT GROUP $26.35万0.00%21,151 21,151— $26.35万 新建仓
BUG GLOBAL X FDS $26.32万0.00%6,685 -1,706-20.3% -$6.72万 减仓
AMRZ AMRIZE LTD $26.30万0.00%5,182 5,182— $26.30万 新建仓
AGM FEDERAL AGRIC MTG CORP $26.29万0.00%1,298 1,298— $26.29万 新建仓
RCUS ARCUS BIOSCIENCES INC $26.26万0.00%9,079 9,079— $26.26万 新建仓
WU WESTERN UN CO $26.17万0.00%33,382 -52,027-60.9% -$40.79万 减仓
IBHF ISHARES TR $26.13万0.00%11,600 3693.3% $8,311 加仓
SFL SFL CORPORATION LTD $26.09万0.00%23,484 8,09152.6% $8.99万 加仓
TDAY USA TODAY CO INC $26.08万0.00%30,651 2,5719.2% $2.19万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL 看涨期权 $26.04万0.00%300 300— $26.04万 新建仓
BTSG BRIGHTSPRING HEALTH SVCS INC $26.00万0.00%3,640 3,640— $26.00万 新建仓
TNA DIREXION SHARES ETF TRUST $25.97万0.00%3,632 3,632— $25.97万 新建仓
VALQ AMERICAN CENTY ETF TR $25.91万0.00%3,713 1765.0% $1.23万 加仓
SMBC SOUTHERN MO BANCORP INC $25.91万0.00%3,481 3,481— $25.91万 新建仓
XCEM COLUMBIA ETF TR II $25.90万0.00%5,088 -303-5.6% -$1.54万 减仓
KRT KARAT PACKAGING INC $25.82万0.00%7,556 7,556— $25.82万 新建仓
— PROSHARES TR $25.77万0.00%5,600 5,600— $25.77万 新建仓
— GABELLI UTIL TR $25.76万0.00%37,600 9,81835.3% $6.73万 加仓
SCHQ SCHWAB STRATEGIC TR $25.65万0.00%8,364 -1,013-10.8% -$3.11万 减仓
WNC WABASH NATL CORP $25.64万0.00%57,517 3,1995.9% $1.43万 加仓
MLKN MILLERKNOLL INC $25.63万0.00%12,714 1,85517.1% $3.74万 加仓
EUAD SPINNAKER ETF SERIES $25.63万0.00%6,035 -1,407-18.9% -$5.98万 减仓
AOK ISHARES TR $25.63万0.00%6,222 -554-8.2% -$2.28万 重新持有
YSS YORK SPACE SYSTEMS INC $25.60万0.00%12,873 12,873— $25.60万 新建仓
BSMQ INVESCO EXCH TRD SLF IDX FD $25.58万0.00%10,851 1,88521.0% $4.44万 加仓
ADTN ADTRAN HOLDINGS INC $25.57万0.00%19,025 4,80433.8% $6.46万 加仓
PATN PACER FDS TR $25.56万0.00%7,065 -6,242-46.9% -$22.58万 减仓
SAFE SAFEHOLD INC $25.54万0.00%15,855 1,54010.8% $2.48万 加仓
PGC PEAPACK-GLADSTONE FINL CORP $25.54万0.00%5,525 5,525— $25.54万 新建仓
SMA SMARTSTOP SELF STORAG REIT I $25.48万0.00%7,725 -655-7.8% -$2.16万 重新持有
UNIT UNITI GROUP LLC $25.47万0.00%23,519 7,92950.9% $8.59万 加仓
NX QUANEX BLDG PRODS CORP $25.46万0.00%14,631 8616.3% $1.50万 加仓
BDYN BLACKROCK ETF TRUST $25.45万0.00%9,134 -959-9.5% -$2.67万 减仓
FLRT PACER FDS TR $25.44万0.00%5,445 52610.7% $2.46万 加仓
— PIMCO ETF TR $25.44万0.00%4,650 4,650— $25.44万 新建仓
CASK MGP INGREDIENTS INC NEW $25.41万0.00%14,896 14,896— $25.41万 新建仓
H HYATT HOTELS CORP $25.37万0.00%1,328 -1,047-44.1% -$20.00万 重新持有
CMRE COSTAMARE INC $25.33万0.00%16,954 1,59010.3% $2.38万 加仓
PLMR PALOMAR HLDGS INC $25.32万0.00%1,861 -685-26.9% -$9.32万 重新持有
HPK HIGHPEAK ENERGY INC $25.31万0.00%36,105 23,557187.7% $16.51万 加仓
PJT PJT PARTNERS INC $25.28万0.00%1,611 -465-22.4% -$7.30万 重新持有
VAL VALARIS LTD $25.28万0.00%3,259 60822.9% $4.72万 加仓