WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $3,220.31万 | 0.05% | 621,442 | -78,454 | -11.2% | -$406.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3,209.22万 | 0.05% | 1,560,475 | 86,557 | 5.9% | $178.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,208.22万 | 0.05% | 826,860 | 137,339 | 19.9% | $532.88万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $3,190.59万 | 0.05% | 1,439,149 | 110,376 | 8.3% | $244.70万 | 加仓 |
| HDV | ISHARES TR | $3,189.20万 | 0.05% | 1,151,334 | 33,104 | 3.0% | $91.70万 | 加仓 |
| XEL | XCEL ENERGY INC | $3,180.48万 | 0.05% | 401,620 | 35,456 | 9.7% | $280.78万 | 加仓 |
| DGRO | ISHARES TR | $3,170.54万 | 0.05% | 411,438 | 23,352 | 6.0% | $179.95万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,154.70万 | 0.05% | 73,225 | 5,112 | 7.5% | $220.24万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,148.77万 | 0.05% | 787,192 | 101,002 | 14.7% | $404.01万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,144.75万 | 0.05% | 135,035 | -2,384 | -1.7% | -$55.52万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $3,142.60万 | 0.05% | 1,522,575 | 1,522,575 | — | $3,142.60万 | 新建仓 |
| TFC | TRUIST FINL CORP | $3,132.71万 | 0.05% | 606,292 | 8,297 | 1.4% | $42.87万 | 加仓 |
| — | TWO RDS SHARED TR | $3,099.42万 | 0.05% | 2,010,845 | 192,539 | 10.6% | $296.77万 | 加仓 |
| BLK | BLACKROCK INC | $3,096.12万 | 0.05% | 50,374 | 1,132 | 2.3% | $69.58万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $3,090.23万 | 0.05% | 725,406 | 606,699 | 511.1% | $2,584.54万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,090.22万 | 0.05% | 370,087 | 4,787 | 1.3% | $39.97万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,089.20万 | 0.05% | 138,543 | 100,471 | 263.9% | $2,240.28万 | 加仓 |
| CSX | CSX CORP | $3,072.49万 | 0.05% | 1,037,907 | 53,134 | 5.4% | $157.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,049.90万 | 0.05% | 773,891 | 10,377 | 1.4% | $40.90万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,000.30万 | 0.05% | 235,188 | -5,630 | -2.3% | -$71.82万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,977.88万 | 0.05% | 292,646 | 47,272 | 19.3% | $481.03万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $2,962.92万 | 0.05% | 509,531 | 9,705 | 1.9% | $56.43万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,950.30万 | 0.05% | 583,640 | 13,721 | 2.4% | $69.36万 | 加仓 |
| EOG | EOG RES INC | $2,950.21万 | 0.05% | 239,550 | 55,610 | 30.2% | $684.87万 | 加仓 |
| D | DOMINION ENERGY INC | $2,947.37万 | 0.05% | 424,758 | 45,240 | 11.9% | $313.92万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,944.39万 | 0.05% | 587,655 | -12,820 | -2.1% | -$64.23万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,940.08万 | 0.05% | 788,859 | -49,647 | -5.9% | -$185.03万 | 减仓 |
| TLH | ISHARES TR | $2,938.68万 | 0.05% | 298,343 | 13,065 | 4.6% | $128.69万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $2,926.01万 | 0.05% | 352,093 | 29,973 | 9.3% | $249.09万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,923.76万 | 0.05% | 530,243 | 6,861 | 1.3% | $37.83万 | 加仓 |
| BOND | PIMCO ETF TR | $2,909.12万 | 0.05% | 318,668 | 9,378 | 3.0% | $85.61万 | 加仓 |
| EBAY | EBAY INC. | $2,887.53万 | 0.05% | 256,031 | 31,001 | 13.8% | $349.63万 | 加仓 |
| BX | BLACKSTONE INC | $2,886.23万 | 0.05% | 256,063 | 22,300 | 9.5% | $251.36万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,870.43万 | 0.05% | 142,559 | -6,029 | -4.1% | -$121.39万 | 减仓 |
| CMI | CUMMINS INC | $2,868.52万 | 0.05% | 44,354 | -4,172 | -8.6% | -$269.82万 | 减仓 |
| ORI | OLD REP INTL CORP | $2,842.47万 | 0.05% | 694,976 | 162,493 | 30.5% | $664.60万 | 加仓 |
| EIX | EDISON INTL | $2,833.13万 | 0.05% | 410,379 | 16,000 | 4.1% | $110.46万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,824.62万 | 0.05% | 154,783 | 14,652 | 10.5% | $267.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,820.11万 | 0.05% | 93,673 | 3,098 | 3.4% | $93.27万 | 加仓 |
| FLS | FLOWSERVE CORP | $2,793.19万 | 0.05% | 399,358 | 7,991 | 2.0% | $55.89万 | 加仓 |
| EEM | ISHARES TR | $2,765.22万 | 0.05% | 456,874 | 39,354 | 9.4% | $238.19万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,761.58万 | 0.05% | 77,969 | 429 | 0.6% | $15.19万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,743.46万 | 0.05% | 432,450 | 22,752 | 5.6% | $144.34万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,736.69万 | 0.05% | 31,530 | 6,307 | 25.0% | $547.43万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $2,726.22万 | 0.05% | 935,881 | 64,894 | 7.5% | $189.04万 | 加仓 |
| PSX | PHILLIPS 66 | $2,719.37万 | 0.05% | 165,333 | 20,752 | 14.4% | $341.33万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,714.12万 | 0.05% | 365,666 | 71,105 | 24.1% | $527.77万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,709.42万 | 0.05% | 141,296 | -966 | -0.7% | -$18.52万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,709.34万 | 0.05% | 139,461 | -24,228 | -14.8% | -$470.68万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $2,699.77万 | 0.05% | 995,124 | 45,352 | 4.8% | $123.04万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,686.21万 | 0.04% | 177,480 | 15,146 | 9.3% | $229.24万 | 加仓 |
| ESGD | ISHARES TR | $2,672.28万 | 0.04% | 261,607 | 16,924 | 6.9% | $172.88万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,670.07万 | 0.04% | 524,263 | 130,421 | 33.1% | $664.23万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2,669.30万 | 0.04% | 451,397 | 114,086 | 33.8% | $674.64万 | 加仓 |
| WRB | BERKLEY W R CORP | $2,667.80万 | 0.04% | 377,811 | 266,956 | 240.8% | $1,885.03万 | 加仓 |
| SUB | ISHARES TR | $2,664.80万 | 0.04% | 254,562 | 56,750 | 28.7% | $594.07万 | 加仓 |
| SUSL | ISHARES TR | $2,660.06万 | 0.04% | 201,362 | -799 | -0.4% | -$10.56万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,654.69万 | 0.04% | 87,828 | -1,007 | -1.1% | -$30.44万 | 减仓 |
| — | GLOBAL X FDS | $2,638.69万 | 0.04% | 1,054,634 | 1,054,634 | — | $2,638.69万 | 新建仓 |
| HON | HONEYWELL INTL INC | $2,638.09万 | 0.04% | 155,212 | -124,540 | -44.5% | -$2,116.77万 | 减仓 |
| NEM | NEWMONT CORP | $2,637.00万 | 0.04% | 289,158 | -15,586 | -5.1% | -$142.14万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,631.29万 | 0.04% | 318,129 | -28,169 | -8.1% | -$232.99万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2,623.98万 | 0.04% | 460,102 | 56,420 | 14.0% | $321.77万 | 加仓 |
| EXC | EXELON CORP | $2,610.58万 | 0.04% | 807,705 | 128,055 | 18.8% | $413.89万 | 加仓 |
| WTV | WISDOMTREE TR | $2,598.37万 | 0.04% | 248,743 | 10,785 | 4.5% | $112.66万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,568.26万 | 0.04% | 337,295 | -5,905 | -1.7% | -$44.96万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,567.19万 | 0.04% | 149,912 | 149,912 | — | $2,567.19万 | 新建仓 |
| PFF | ISHARES TR | $2,544.69万 | 0.04% | 874,523 | 24,295 | 2.9% | $70.69万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,542.12万 | 0.04% | 976,237 | 36,156 | 3.8% | $94.15万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,537.88万 | 0.04% | 199,154 | 17,624 | 9.7% | $224.59万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $2,531.44万 | 0.04% | 586,660 | 63,280 | 12.1% | $273.05万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $2,512.65万 | 0.04% | 215,256 | 180,981 | 528.0% | $2,112.56万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2,506.95万 | 0.04% | 282,450 | 60,640 | 27.3% | $538.22万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,499.61万 | 0.04% | 249,867 | -34,797 | -12.2% | -$348.10万 | 减仓 |
| SMMU | PIMCO ETF TR | $2,496.35万 | 0.04% | 495,505 | -1,552 | -0.3% | -$7.82万 | 减仓 |
| EAGG | ISHARES TR | $2,493.74万 | 0.04% | 544,648 | 46,875 | 9.4% | $214.62万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,484.07万 | 0.04% | 554,543 | 31,509 | 6.0% | $141.14万 | 加仓 |
| INTU | INTUIT | $2,471.08万 | 0.04% | 161,048 | 32,278 | 25.1% | $495.27万 | 加仓 |
| PCG | PG&E CORP | $2,465.90万 | 0.04% | 1,594,747 | 100,008 | 6.7% | $154.64万 | 加仓 |
| — | ELECTRONIC ARTS INC | $2,465.02万 | 0.04% | 122,688 | 39,089 | 46.8% | $785.37万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2,456.73万 | 0.04% | 1,252,793 | 380,667 | 43.6% | $746.49万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $2,437.46万 | 0.04% | 392,253 | 10,505 | 2.8% | $65.28万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2,433.47万 | 0.04% | 92,310 | 87,118 | 1,677.9% | $2,296.60万 | 加仓 |
| DVY | ISHARES TR | $2,430.78万 | 0.04% | 160,088 | -3,199 | -2.0% | -$48.57万 | 减仓 |
| MPC | MARATHON PETE CORP | $2,426.62万 | 0.04% | 90,850 | -4,693 | -4.9% | -$125.35万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,424.33万 | 0.04% | 757,663 | 42,247 | 5.9% | $135.18万 | 加仓 |
| IXUS | ISHARES TR | $2,416.39万 | 0.04% | 253,609 | 11,892 | 4.9% | $113.31万 | 加仓 |
| EFG | ISHARES TR | $2,413.94万 | 0.04% | 196,815 | 20,393 | 11.6% | $250.12万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,412.97万 | 0.04% | 272,375 | 182 | 0.1% | $1.61万 | 加仓 |
| ECL | ECOLAB INC | $2,409.83万 | 0.04% | 89,097 | -2,409 | -2.6% | -$65.16万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,405.91万 | 0.04% | 253,353 | 16,592 | 7.0% | $157.56万 | 加仓 |
| EQT | EQT CORP | $2,386.67万 | 0.04% | 488,571 | 96,867 | 24.7% | $473.20万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2,348.33万 | 0.04% | 97,262 | 29,338 | 43.2% | $708.35万 | 加仓 |
| UI | UBIQUITI INC | $2,340.13万 | 0.04% | 43,271 | -74,775 | -63.3% | -$4,043.89万 | 减仓 |
| DEM | WISDOMTREE TR | $2,338.80万 | 0.04% | 434,774 | 41,470 | 10.5% | $223.08万 | 加仓 |
| ABNB | AIRBNB INC | $2,336.05万 | 0.04% | 174,692 | 21,688 | 14.2% | $290.02万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,328.09万 | 0.04% | 247,488 | 93,256 | 60.5% | $877.25万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,326.17万 | 0.04% | 455,253 | -36,275 | -7.4% | -$185.35万 | 减仓 |
| IYW | ISHARES TR | $2,325.13万 | 0.04% | 92,976 | 959 | 1.0% | $23.98万 | 加仓 |
| OKE | ONEOK INC NEW | $2,322.58万 | 0.04% | 258,294 | 23,815 | 10.2% | $214.14万 | 加仓 |