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
IAUX I-80 GOLD CORP $00.00%0 -944,819-100.0% -$145.50万 清仓
LENZ LENZ THERAPEUTICS INC $00.00%0 -83,243-100.0% -$140.26万 清仓
KORU DIREXION SHS ETF TR $00.00%0 -2,862-100.0% -$139.23万 清仓
— ISHARES U S ETF TR $00.00%0 -54,923-100.0% -$135.60万 清仓
TFPM TRIPLE FLAG PRECIOUS METAL $00.00%0 -33,409-100.0% -$117.17万 清仓
PPLT ABRDN PLATINUM ETF TRUST $00.00%0 -5,304-100.0% -$116.93万 清仓
INFL LISTED FDS TR $00.00%0 -25,760-100.0% -$116.67万 清仓
FFOG FRANKLIN TEMPLETON ETF TR $00.00%0 -24,445-100.0% -$115.84万 清仓
CEMB ISHARES INC $00.00%0 —— — 申报中断
VTC VANGUARD SCOTTSDALE FDS $00.00%0 -14,154-100.0% -$110.16万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -9,413-100.0% -$106.95万 清仓
FAS DIREXION SHS ETF TR $00.00%0 -5,764-100.0% -$105.75万 清仓
— UNITED STS COMMODITY INDEX F $00.00%0 -12,738-100.0% -$100.83万 清仓
XSW SPDR SERIES TRUST $00.00%0 -5,210-100.0% -$98.99万 清仓
— GRAYSCALE COINDESK CRYPTO $00.00%0 -21,963-100.0% -$97.47万 清仓
AESI ATLAS ENERGY SOLUTIONS INC $00.00%0 -96,440-100.0% -$96.54万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 —— — 申报中断
FLUD FRANKLIN TEMPLETON ETF TR $00.00%0 -35,710-100.0% -$89.29万 清仓
FLCA FRANKLIN TEMPLETON ETF TR $00.00%0 —— — 申报中断
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -21,727-100.0% -$86.84万 清仓
MDGL MADRIGAL PHARMACEUTICALS INC $00.00%0 —— — 申报中断
— LXP INDUSTRIAL TRUST $00.00%0 —— — 申报中断
— CIVITAS RESOURCES INC $00.00%0 -29,887-100.0% -$79.80万 清仓
XONE BONDBLOXX ETF TRUST $00.00%0 —— — 申报中断
— COMERICA INC $00.00%0 -7,983-100.0% -$78.95万 清仓
BE BLOOM ENERGY CORP 看涨期权 $00.00%0 -11,000-100.0% -$78.40万 清仓
VSEC VSE CORP $00.00%0 -3,870-100.0% -$77.86万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 —— — 申报中断
— FRONTIER COMMUNICATIONS PARE $00.00%0 -19,803-100.0% -$75.61万 清仓
— APOLLO GLOBAL MGMT INC $00.00%0 —— — 申报中断
— INVESCO GALAXY BITCOIN ETF $00.00%0 -7,897-100.0% -$72.72万 清仓
— TREACE MED CONCEPTS INC $00.00%0 —— — 申报中断
— TREEHOUSE FOODS INC $00.00%0 -29,830-100.0% -$69.56万 清仓
PRMB PRIMO BRANDS CORPORATION $00.00%0 —— — 申报中断
— PLDT INC $00.00%0 —— — 申报中断
FLTR VANECK ETF TRUST $00.00%0 —— — 申报中断
— JAMF HLDG CORP $00.00%0 -49,053-100.0% -$63.82万 清仓
ENPH ENPHASE ENERGY INC $00.00%0 —— — 申报中断
PKB INVESCO EXCHANGE TRADED FD T $00.00%0 -5,569-100.0% -$53.89万 清仓
EVSD MORGAN STANLEY ETF TRUST $00.00%0 -10,299-100.0% -$53.05万 清仓
VXX BARCLAYS BANK PLC $00.00%0 -20,220-100.0% -$52.61万 清仓
— DIREXION SHS ETF TR $00.00%0 -218,573-100.0% -$52.02万 清仓
UDEC INNOVATOR ETFS TRUST $00.00%0 -12,962-100.0% -$51.74万 清仓
— DIREXION SHS ETF TR $00.00%0 -6,495-100.0% -$50.99万 清仓
SYBT STOCK YDS BANCORP INC $00.00%0 -7,542-100.0% -$50.50万 清仓
AGQ PROSHARES TR II $00.00%0 -2,423-100.0% -$49.55万 清仓
— DBX ETF TR $00.00%0 -19,767-100.0% -$48.85万 清仓
— QIAGEN NV $00.00%0 -10,322-100.0% -$48.52万 清仓
RAL RALLIANT CORP $00.00%0 —— — 申报中断
FPI FARMLAND PARTNERS INC $00.00%0 —— — 申报中断
AIV APARTMENT INVT & MGMT CO $00.00%0 -76,415-100.0% -$45.16万 清仓
NVMI NOVA LTD $00.00%0 -1,140-100.0% -$44.61万 清仓
AGEM ABRDN FDS $00.00%0 —— — 申报中断
FISV FISERV INC 看跌期权 $00.00%0 -184-100.0% -$43.56万 清仓
— NUVEEN NEW YORK QLT MUN INC $00.00%0 -38,618-100.0% -$43.56万 清仓
JD JD.COM INC $00.00%0 -14,678-100.0% -$43.45万 清仓
— BITWISE XRP ETF $00.00%0 -17,143-100.0% -$43.35万 清仓
— INVESCO EXCH TRD SLF IDX FD $00.00%0 -16,094-100.0% -$43.09万 清仓
PTA COHEN & STEERS TAX ADVAN PFD $00.00%0 -21,908-100.0% -$42.98万 清仓
TLT ISHARES TR 看涨期权 $00.00%0 -215,000-100.0% -$42.66万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -15,530-100.0% -$42.60万 清仓
FPEI FIRST TR EXCH TRADED FD III $00.00%0 -21,809-100.0% -$42.44万 清仓
SQQQ PROSHARES TR $00.00%0 —— — 申报中断
SRVR PACER FDS TR $00.00%0 -13,858-100.0% -$40.99万 清仓
URTH ISHARES INC $00.00%0 —— — 申报中断
CQP CHENIERE ENERGY PARTNERS LP $00.00%0 —— — 申报中断
BBH VANECK ETF TRUST $00.00%0 -2,060-100.0% -$40.13万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 -2,424-100.0% -$40.09万 清仓
RH RH $00.00%0 —— — 申报中断
H HYATT HOTELS CORP $00.00%0 —— — 申报中断
BSMT INVESCO EXCH TRD SLF IDX FD $00.00%0 -16,949-100.0% -$39.36万 清仓
FLKR FRANKLIN TEMPLETON ETF TR $00.00%0 -11,180-100.0% -$39.35万 清仓
ICUI ICU MED INC $00.00%0 —— — 申报中断
— INVESCO EXCHANGE TRADED FD T $00.00%0 -7,920-100.0% -$39.12万 清仓
VTWG VANGUARD SCOTTSDALE FDS $00.00%0 -1,585-100.0% -$39.06万 清仓
TCBX THIRD COAST BANCSHARES INC $00.00%0 -10,152-100.0% -$39.03万 清仓
HHH HOWARD HUGHES HOLDINGS INC $00.00%0 —— — 申报中断
SMMT SUMMIT THERAPEUTICS INC $00.00%0 -20,875-100.0% -$38.95万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -24,403-100.0% -$38.41万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -4,562-100.0% -$38.35万 清仓
DBEU DBX ETF TR $00.00%0 -7,700-100.0% -$37.89万 清仓
PJT PJT PARTNERS INC $00.00%0 —— — 申报中断
FDUS FIDUS INVT CORP $00.00%0 -18,988-100.0% -$37.43万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -9,348-100.0% -$36.92万 清仓
— VANECK ETF TRUST $00.00%0 -3,477-100.0% -$36.49万 清仓
SPH SUBURBAN PROPANE PARTNERS L $00.00%0 -19,920-100.0% -$36.37万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -13,585-100.0% -$36.33万 清仓
GAM GENERAL AMERN INVS CO INC $00.00%0 -6,041-100.0% -$36.18万 清仓
EFSC ENTERPRISE FINL SVCS CORP $00.00%0 -6,552-100.0% -$36.05万 清仓
— JOHN HANCOCK EXCHANGE TRADED $00.00%0 -13,569-100.0% -$35.56万 清仓
— BLACKROCK 2037 MUNICIPAL TAR $00.00%0 -13,546-100.0% -$35.46万 清仓
— RBB FD INC $00.00%0 -11,384-100.0% -$35.37万 清仓
EWH ISHARES INC $00.00%0 -15,856-100.0% -$35.26万 清仓
OUSM ALPS ETF TR $00.00%0 -7,851-100.0% -$35.26万 清仓
FISI FINANCIAL INSTNS INC $00.00%0 —— — 申报中断
GSBD GOLDMAN SACHS BDC INC $00.00%0 —— — 申报中断
QQQE DIREXION SHS ETF TR $00.00%0 —— — 申报中断
— PACER FDS TR $00.00%0 -5,931-100.0% -$33.94万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -7,310-100.0% -$33.89万 清仓
RWO SPDR INDEX SHS FDS $00.00%0 —— — 申报中断