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 |
|---|---|---|---|---|---|---|---|---|
| — | SKYX PLATFORMS CORP | $2.16万 | 0.00% | 18,791 | 2,195 | 13.2% | $2,524 | 加仓 |
| — | SANGAMO THERAPEUTICS INC | $2.16万 | 0.00% | 72,000 | 26,700 | 58.9% | $8,013 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $2.16万 | 0.00% | 18,000 | -1,000 | -5.3% | -$1,198 | 减仓 |
| — | EHEALTH INC | $2.15万 | 0.00% | 17,046 | 17,046 | — | $2.15万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $2.12万 | 0.00% | 23,000 | 23,000 | — | $2.12万 | 新建仓 |
| — | SERA PROGNOSTICS INC | $2.12万 | 0.00% | 10,558 | -81 | -0.8% | -$163 | 减仓 |
| — | WM TECHNOLOGY INC | $2.12万 | 0.00% | 29,997 | 19,953 | 198.7% | $1.41万 | 重新持有 |
| — | DATAVAULT AI INC | $2.05万 | 0.00% | 28,403 | 28,403 | — | $2.05万 | 新建仓 |
| — | BRC INC | $2.00万 | 0.00% | 25,112 | 13,954 | 125.1% | $1.11万 | 加仓 |
| — | MAXCYTE INC | $1.98万 | 0.00% | 26,425 | 26,425 | — | $1.98万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $1.97万 | 0.00% | 12,388 | -1,132 | -8.4% | -$1,800 | 减仓 |
| — | MAIA BIOTECHNOLOGY INC | $1.97万 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| — | PG&E CORP | $1.87万 | 0.00% | 18,000 | 2,000 | 12.5% | $2,081 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.86万 | 0.00% | 19,000 | -7,000 | -26.9% | -$6,836 | 减仓 |
| — | KALTURA INC | $1.84万 | 0.00% | 15,968 | 15,968 | — | $1.84万 | 新建仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $1.83万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.77万 | 0.00% | 19,000 | 19,000 | — | $1.77万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.75万 | 0.00% | 17,000 | -4,000 | -19.0% | -$4,120 | 减仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $1.67万 | 0.00% | 70,660 | 70,660 | — | $1.67万 | 新建仓 |
| — | RIVIAN AUTOMOTIVE INC | $1.65万 | 0.00% | 17,000 | 5,000 | 41.7% | $4,867 | 重新持有 |
| — | JELD-WEN HLDG INC | $1.64万 | 0.00% | 14,866 | 4,427 | 42.4% | $4,870 | 加仓 |
| — | THE BEAUTY HEALTH COMPANY | $1.63万 | 0.00% | 17,975 | 17,975 | — | $1.63万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1.62万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.59万 | 0.00% | 16,000 | 16,000 | — | $1.59万 | 新建仓 |
| — | EXPENSIFY INC | $1.56万 | 0.00% | 17,328 | 4,421 | 34.3% | $3,985 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.54万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | DEFINITIVE HEALTHCARE CORP | $1.52万 | 0.00% | 14,101 | 1,951 | 16.1% | $2,107 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.51万 | 0.00% | 17,000 | 17,000 | — | $1.51万 | 新建仓 |
| ITRI | ITRON INC | $1.50万 | 0.00% | 15,000 | 1,000 | 7.1% | $1,000 | 加仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $1.48万 | 0.00% | 15,000 | -50,000 | -76.9% | -$4.93万 | 减仓 |
| — | DEFI TECHNOLOGIES INC | $1.47万 | 0.00% | 18,600 | -10,753 | -36.6% | -$8,517 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $1.47万 | 0.00% | 13,097 | 13,097 | — | $1.47万 | 新建仓 |
| — | ZEVIA PBC | $1.45万 | 0.00% | 12,043 | 12,043 | — | $1.45万 | 新建仓 |
| — | DUKE ENERGY CORP NEW | $1.44万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.44万 | 0.00% | 22,633 | 22,633 | — | $1.44万 | 新建仓 |
| — | HAEMONETICS CORP MASS | $1.43万 | 0.00% | 15,000 | 4,000 | 36.4% | $3,812 | 重新持有 |
| — | PPL CAP FDG INC | $1.41万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $1.36万 | 0.00% | 19,000 | 5,000 | 35.7% | $3,581 | 加仓 |
| — | NERDY INC | $1.35万 | 0.00% | 16,499 | 16,499 | — | $1.35万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.34万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $1.33万 | 0.00% | 16,604 | -8,973 | -35.1% | -$7,171 | 重新持有 |
| — | FIRSTENERGY CORP | $1.32万 | 0.00% | 12,000 | -15,000 | -55.6% | -$1.65万 | 减仓 |
| — | ATYR PHARMA INC | $1.32万 | 0.00% | 15,578 | 15,578 | — | $1.32万 | 新建仓 |
| — | GLOBAL PMTS INC | $1.31万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC | $1.30万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.28万 | 0.00% | 11,000 | -6,000 | -35.3% | -$6,961 | 减仓 |
| — | SELECTQUOTE INC | $1.27万 | 0.00% | 21,000 | 5,050 | 31.7% | $3,054 | 重新持有 |
| TDOC | TELADOC HEALTH INC | $1.24万 | 0.00% | 13,000 | -3,000 | -18.8% | -$2,861 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $1.19万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.19万 | 0.00% | 10,000 | 10,000 | — | $1.19万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.16万 | 0.00% | 12,000 | -1,000 | -7.7% | -$970 | 减仓 |
| ENOV | ENOVIS CORPORATION | $1.16万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $1.15万 | 0.00% | 16,395 | 16,395 | — | $1.15万 | 新建仓 |
| ETSY | ETSY INC | $1.12万 | 0.00% | 12,000 | 12,000 | — | $1.12万 | 新建仓 |
| DXCM | DEXCOM INC | $1.11万 | 0.00% | 12,000 | 12,000 | — | $1.11万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $1.10万 | 0.00% | 12,057 | 12,057 | — | $1.10万 | 新建仓 |
| — | AMERICAN WTR CAP CORP | $1.10万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | MICROCHIP TECHNOLOGY INC. | $1.09万 | 0.00% | 11,000 | 11,000 | — | $1.09万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $1.08万 | 0.00% | 11,000 | 11,000 | — | $1.08万 | 新建仓 |
| — | PROGRESS SOFTWARE CORP | $1.06万 | 0.00% | 12,000 | -7,000 | -36.8% | -$6,164 | 减仓 |
| — | STARWOOD PPTY TR INC | $1.02万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $9,962 | 0.00% | 17,478 | 1,418 | 8.8% | $808 | 重新持有 |
| — | WINNEBAGO INDS INC | $9,889 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | AMPHASTAR PHARMACEUTICALS IN | $9,056 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $8,895 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $7,588 | 0.00% | 11,326 | 11,326 | — | $7,588 | 新建仓 |
| — | FRANKLIN STR PPTYS CORP | $7,202 | 0.00% | 10,310 | 10,310 | — | $7,202 | 新建仓 |
| — | ACCURAY INC | $6,077 | 0.00% | 14,633 | 14,633 | — | $6,077 | 新建仓 |
| — | NEXTNRG INC | $4,559 | 0.00% | 11,536 | 11,536 | — | $4,559 | 新建仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 1,319,140 | -6,760,351 | -83.7% | — | 减仓 |
| AAPL | APPLE INC | $0 | 0.00% | 5,543,816 | -2,270,230 | -29.1% | — | 减仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 6,454,355 | -1,303,135 | -16.8% | — | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 580,038 | -113,315 | -16.3% | — | 减仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 678,991 | -403,513 | -37.3% | — | 减仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 429,463 | -150,388 | -25.9% | — | 减仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 186,533 | -101,229 | -35.2% | — | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 390,349 | -176,816 | -31.2% | — | 减仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -1,712,662 | -100.0% | -$8,722.59万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 90,231 | -45,942 | -33.7% | — | 减仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -166,319 | -100.0% | -$3,165.65万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 332,681 | -164,856 | -33.1% | — | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 179,724 | 44,239 | 32.7% | — | 加仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 40,435 | -21,123 | -34.3% | — | 减仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -62,190 | -100.0% | -$410.21万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -43,508 | -100.0% | -$401.24万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -115,671 | -100.0% | -$346.43万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EL PASO ENERGY CAP TR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -53,570 | -100.0% | -$245.17万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -33,424 | -100.0% | -$232.37万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -32,502 | -100.0% | -$208.70万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE 看涨期权 | $0 | 0.00% | 0 | -150,400 | -100.0% | -$186.00万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -19,596 | -100.0% | -$163.23万 | 清仓 |
| DAPP | VANECK ETF TRUST | $0 | 0.00% | 0 | -85,002 | -100.0% | -$161.25万 | 清仓 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY ETHEREUM FD 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -3,341 | -100.0% | -$150.33万 | 清仓 |