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
— ETF OPPORTUNITIES TRUST $1.17万0.00%14,157 14,157— $1.17万 新建仓
— PICARD MEDICAL INC $1.17万0.00%75,833 75,833— $1.17万 新建仓
RBRK RUBRIK INC. $1.15万0.00%11,000 11,000— $1.15万 新建仓
SNAP SNAP INC $1.15万0.00%14,000 1,0007.7% $818 重新持有
DXCM DEXCOM INC $1.13万0.00%12,000 00.0% — 不变
WMT WALMART INC 看跌期权 $1.12万0.00%100 100— $1.12万 新建仓
CIFR CIPHER DIGITAL INC 看涨期权 $1.11万0.00%500 500— $1.11万 新建仓
PSN PARSONS CORP DEL $1.10万0.00%11,000 11,000— $1.10万 新建仓
MP MP MATERIALS CORP 看涨期权 $1.04万0.00%200 200— $1.04万 新建仓
— STARWOOD PPTY TR INC $1.02万0.00%10,000 00.0% — 不变
GME GAMESTOP CORP $1.01万0.00%10,000 10,000— $1.01万 新建仓
COP CONOCOPHILLIPS 看涨期权 $9,8200.00%100 100— $9,820 新建仓
ITGR INTEGER HLDGS CORP $9,6500.00%10,000 10,000— $9,650 新建仓
— AMPHASTAR PHARMACEUTICALS IN $9,0040.00%10,000 00.0% — 不变
CRWV COREWEAVE INC 看涨期权 $8,8880.00%100 100— $8,888 新建仓
— DEFI TECHNOLOGIES INC $8,7890.00%17,600 -1,000-5.4% -$499 减仓
BILL BILL HOLDINGS INC $8,7480.00%10,000 00.0% — 不变
VTR VENTAS INC 看涨期权 $8,3370.00%100 100— $8,337 新建仓
BP BP PLC 看涨期权 $7,8400.00%200 200— $7,840 新建仓
AEHR AEHR TEST SYS 看涨期权 $7,2600.00%100 100— $7,260 新建仓
PHM PULTE GROUP INC 看涨期权 $6,5620.00%100 100— $6,562 新建仓
CARR CARRIER GLOBAL CORPORATION 看涨期权 $6,0780.00%100 100— $6,078 新建仓
— NUBURU INC $4,5340.00%35,394 35,394— $4,534 新建仓
SMR NUSCALE PWR CORP 看涨期权 $4,5200.00%500 500— $4,520 新建仓
IONQ IONQ INC 看涨期权 $4,2860.00%100 -17,600-99.4% -$75.43万 重新持有
UNG UNITED STS NAT GAS FD LP 看跌期权 $4,2400.00%400 400— $4,240 新建仓
USAR USA RARE EARTH INC 看涨期权 $3,6960.00%200 200— $3,696 新建仓
PATH UIPATH INC 看涨期权 $3,5040.00%300 300— $3,504 新建仓
— OCEAN PWR TECHNOLOGIES INC $3,1890.00%14,431 14,431— $3,189 新建仓
RGTI RIGETTI COMPUTING INC 看涨期权 $1,6540.00%100 100— $1,654 新建仓
PLAB PHOTRONICS INC 看涨期权 $1,5930.00%200 200— $1,593 新建仓
— COHEN & STEERS QUALITY INCOM $1,1250.00%102,227 102,227— $1,125 新建仓
WEN WENDYS CO 看涨期权 $7550.00%100 100— $755 新建仓
— LIBERTY MEDIA CORP DEL $4390.00%10,000 10,000— $439 新建仓
— NEOS ETF TRUST $00.00%0 -2,223,908-100.0% -$6,736.22万 清仓
— DBX ETF TR $00.00%0 -1,003,049-100.0% -$2,309.52万 清仓
XLE SELECT SECTOR SPDR TR 看跌期权 $00.00%0 -10,000-100.0% -$1,976.39万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -386,395-100.0% -$953.32万 清仓
— AMCOR PLC $00.00%0 -184,891-100.0% -$738.27万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -77,605-100.0% -$621.83万 清仓
CCL CARNIVAL CORP $00.00%0 -224,696-100.0% -$550.91万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -57,784-100.0% -$297.18万 清仓
— PIPER SANDLER COMPANIES $00.00%0 -37,534-100.0% -$287.32万 清仓
— COTERRA ENERGY INC $00.00%0 -80,433-100.0% -$277.97万 清仓
— MASIMO CORP $00.00%0 -16,837-100.0% -$255.75万 清仓
— AIR LEASE CORP $00.00%0 -35,201-100.0% -$194.51万 清仓
— ISHARES TR $00.00%0 -176,049-100.0% -$162.14万 清仓
— TRI POINTE HOMES INC $00.00%0 -32,493-100.0% -$151.90万 清仓
CLFD CLEARFIELD INC $00.00%0 -53,823-100.0% -$143.22万 清仓
— EXACT SCIENCES CORP $00.00%0 -11,481-100.0% -$120.45万 清仓
— AGILON HEALTH INC $00.00%0 -107,840-100.0% -$115.82万 清仓
— CONFLUENT INC $00.00%0 -33,240-100.0% -$103.01万 清仓
— ADVISORSHARES TR $00.00%0 -20,773-100.0% -$100.84万 清仓
— SEABRIDGE GOLD INC $00.00%0 -32,796-100.0% -$98.85万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -56,936-100.0% -$96.02万 清仓
HYLB DBX ETF TR $00.00%0 -24,515-100.0% -$89.06万 清仓
XHLF BONDBLOXX ETF TRUST $00.00%0 -17,520-100.0% -$87.97万 清仓
HECA ETF OPPORTUNITIES TRUST $00.00%0 -29,824-100.0% -$85.45万 清仓
— SUNOPTA INC $00.00%0 -129,720-100.0% -$84.19万 清仓
WAY WAYSTAR HLDG CORP $00.00%0 -34,403-100.0% -$81.67万 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 -25,558-100.0% -$65.25万 清仓
— HOLOGIC INC $00.00%0 -13,053-100.0% -$64.38万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -22,315-100.0% -$58.89万 清仓
— SEALED AIR CORP NEW $00.00%0 -13,850-100.0% -$58.28万 清仓
— AMICUS THERAPEUTICS INC $00.00%0 -38,254-100.0% -$55.24万 清仓
— TOPBUILD CORP $00.00%0 -1,439-100.0% -$51.38万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -21,612-100.0% -$50.11万 清仓
— MISTER CAR WASH INC $00.00%0 -68,735-100.0% -$47.91万 清仓
— GLOBAL X FDS $00.00%0 -12,475-100.0% -$47.27万 清仓
CASH PATHWARD FINANCIAL INC $00.00%0 -5,158-100.0% -$46.42万 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -7,053-100.0% -$43.58万 清仓
— ISHARES INC $00.00%0 -11,164-100.0% -$43.48万 清仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -21,199-100.0% -$43.25万 清仓
BLSH BULLISH $00.00%0 -11,704-100.0% -$42.57万 清仓
— FLUSHING FINL CORP $00.00%0 -27,170-100.0% -$42.33万 清仓
CVI CVR ENERGY INC $00.00%0 -12,420-100.0% -$39.31万 清仓
ESAB ESAB CORPORATION $00.00%0 -3,951-100.0% -$38.86万 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -17,000-100.0% -$37.81万 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -2,185-100.0% -$37.72万 清仓
— PROSHARES TR $00.00%0 -5,161-100.0% -$37.01万 清仓
UUP INVESCO DB US DLR INDEX TR $00.00%0 -12,902-100.0% -$35.95万 清仓
— SPROTT ETF TRUST $00.00%0 -4,000-100.0% -$35.30万 清仓
— SILA REALTY TRUST INC $00.00%0 -14,384-100.0% -$34.15万 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -15,812-100.0% -$33.92万 清仓
UNF UNIFIRST CORP MASS $00.00%0 -1,309-100.0% -$33.54万 清仓
UVXY PROSHARES TR II $00.00%0 -6,457-100.0% -$32.63万 清仓
— CLEARWAY ENERGY INC $00.00%0 -7,889-100.0% -$31.72万 清仓
HIPO HIPPO HLDGS INC $00.00%0 -12,034-100.0% -$31.36万 清仓
STEP STEPSTONE GROUP INC $00.00%0 -6,553-100.0% -$30.83万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -12,888-100.0% -$30.67万 清仓
BSJU INVESCO EXCH TRD SLF IDX FD $00.00%0 -11,899-100.0% -$30.59万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -16,144-100.0% -$30.59万 清仓
— ENVIRI CORP $00.00%0 -15,299-100.0% -$30.45万 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -8,998-100.0% -$29.91万 清仓
CABO CABLE ONE INC $00.00%0 -3,061-100.0% -$29.62万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -7,208-100.0% -$29.13万 清仓
— DIREXION SHS ETF TR $00.00%0 -8,708-100.0% -$29.08万 清仓
— FRANKLIN XRP TRUST $00.00%0 -20,452-100.0% -$29.03万 清仓
WGO WINNEBAGO INDS INC $00.00%0 -9,454-100.0% -$28.70万 清仓
BANC BANC OF CALIFORNIA INC $00.00%0 -16,064-100.0% -$28.32万 清仓