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
RAA ETF OPPORTUNITIES TRUST $00.00%0 -10,173-100.0% -$28.26万 清仓
BSJT INVESCO EXCH TRD SLF IDX FD $00.00%0 -13,385-100.0% -$28.26万 清仓
LCII LCI INDS $00.00%0 -2,244-100.0% -$27.53万 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -5,438-100.0% -$27.45万 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -16,213-100.0% -$27.32万 清仓
— HERITAGE COMM CORP $00.00%0 -33,370-100.0% -$26.93万 清仓
GDS GDS HLDGS LTD $00.00%0 -6,694-100.0% -$26.72万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -12,146-100.0% -$26.53万 清仓
ONEV SPDR SERIES TRUST $00.00%0 -1,958-100.0% -$26.49万 清仓
ZAP GLOBAL X FDS $00.00%0 -8,049-100.0% -$26.24万 清仓
— DIREXION SHS ETF TR $00.00%0 -12,000-100.0% -$25.92万 清仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $00.00%0 -5,508-100.0% -$25.39万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -11,931-100.0% -$24.94万 清仓
— CSG SYS INTL INC $00.00%0 -12,743-100.0% -$24.44万 清仓
SDVD FIRST TR EXCH TRADED FD III $00.00%0 -11,163-100.0% -$24.39万 清仓
— PROSHARES TR II $00.00%0 -14,500-100.0% -$24.26万 清仓
— ENHABIT INC $00.00%0 -17,148-100.0% -$24.01万 清仓
SPPP SPROTT ASSET MANAGEMENT LP $00.00%0 -15,225-100.0% -$23.92万 清仓
MRAM EVERSPIN TECHNOLOGIES INC $00.00%0 -25,127-100.0% -$23.82万 清仓
HAUZ DBX ETF TR $00.00%0 -10,233-100.0% -$23.34万 清仓
EMBD GLOBAL X FDS $00.00%0 -9,980-100.0% -$23.28万 清仓
EEMA ISHARES INC $00.00%0 -2,442-100.0% -$23.24万 清仓
UPRO PROSHARES TR $00.00%0 -2,333-100.0% -$23.18万 清仓
CAOS EA SERIES TRUST $00.00%0 -2,554-100.0% -$23.18万 清仓
PZZA PAPA JOHNS INTL INC $00.00%0 -6,497-100.0% -$22.73万 清仓
COMT ISHARES U S ETF TR $00.00%0 -6,542-100.0% -$22.70万 清仓
— STRATEGY INC $00.00%0 -3,115-100.0% -$22.14万 清仓
SIL GLOBAL X FDS $00.00%0 -2,379-100.0% -$22.04万 清仓
LQTI FIRST TR EXCHANGE-TRADED FD $00.00%0 -11,195-100.0% -$21.86万 清仓
— UDEMY INC $00.00%0 -46,351-100.0% -$21.69万 清仓
— INVESCO CALIF VALUE MUN INCO $00.00%0 -20,620-100.0% -$21.47万 清仓
— NEOS ETF TRUST $00.00%0 -6,564-100.0% -$21.40万 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -4,011-100.0% -$21.15万 清仓
ZUMZ ZUMIEZ INC $00.00%0 -9,768-100.0% -$21.11万 清仓
WINA WINMARK CORP $00.00%0 -490-100.0% -$21.09万 清仓
— ISHARES TR $00.00%0 -2,986-100.0% -$21.06万 清仓
XPCQX PIMCO CALIF MUN INCOME FD $00.00%0 -24,132-100.0% -$20.71万 清仓
FET FORUM ENERGY TECHNOLOGIES IN $00.00%0 -3,507-100.0% -$20.68万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -3,629-100.0% -$20.15万 清仓
— ATAI BECKLEY NV $00.00%0 -52,444-100.0% -$19.88万 清仓
OMER OMEROS CORP $00.00%0 -17,475-100.0% -$19.05万 清仓
WWW WOLVERINE WORLD WIDE INC $00.00%0 -10,614-100.0% -$16.93万 清仓
— VOLATILITY SHS TR $00.00%0 -11,565-100.0% -$16.64万 清仓
BBN BLACKROCK TAX MUNICPAL BD TR $00.00%0 -10,344-100.0% -$16.61万 清仓
MQ MARQETA INC $00.00%0 -41,369-100.0% -$16.42万 清仓
AXIAY CENTRAIS ELET BRAS SA $00.00%0 -13,843-100.0% -$15.93万 清仓
GDOT GREEN DOT CORP $00.00%0 -13,475-100.0% -$14.94万 清仓
— INVESCO VALUE MUN INCOME TR $00.00%0 -11,859-100.0% -$14.28万 清仓
KSS KOHLS CORP $00.00%0 -10,472-100.0% -$13.43万 清仓
— DYNAMIX CORP $00.00%0 -12,530-100.0% -$13.12万 清仓
WB WEIBO CORP $00.00%0 -15,085-100.0% -$13.09万 清仓
— TWO HBRS INVT CORP $00.00%0 -11,169-100.0% -$12.42万 清仓
— EUROPEAN WAX CTR INC $00.00%0 -19,194-100.0% -$11.15万 清仓
— MARINE PRODS CORP $00.00%0 -14,442-100.0% -$10.37万 清仓
— ON24 INC $00.00%0 -11,349-100.0% -$9.19万 清仓
— TASEKO MINES LTD $00.00%0 -12,850-100.0% -$8.55万 清仓
— SELECT MED HLDGS CORP $00.00%0 -15,877-100.0% -$8.41万 清仓
— PUTNAM ETF TRUST $00.00%0 -10,743-100.0% -$8.36万 清仓
— TELEFONICA S A $00.00%0 -15,788-100.0% -$6.96万 清仓
— OLAPLEX HLDGS INC $00.00%0 -32,414-100.0% -$6.58万 清仓
CDZI CADIZ INC $00.00%0 -11,573-100.0% -$5.71万 清仓
NRGV ENERGY VAULT HOLDINGS INC $00.00%0 -15,801-100.0% -$5.06万 清仓
HLLY HOLLEY INC $00.00%0 -16,194-100.0% -$4.97万 清仓
TMQ TRILOGY METALS INC NEW $00.00%0 -12,514-100.0% -$4.72万 清仓
— MFS INTER INCOME TR $00.00%0 -10,000-100.0% -$2.47万 清仓
— HIGH TIDE INC $00.00%0 -10,136-100.0% -$2.34万 清仓
DDOG DATADOG INC $00.00%0 -23,000-100.0% -$2.23万 清仓
— LOANDEPOT INC $00.00%0 -15,263-100.0% -$2.23万 清仓
— SANGAMO THERAPEUTICS INC $00.00%0 -72,000-100.0% -$2.16万 清仓
LNTH LANTHEUS HLDGS INC $00.00%0 -18,000-100.0% -$2.16万 清仓
— WM TECHNOLOGY INC $00.00%0 -29,997-100.0% -$2.12万 清仓
— DATAVAULT AI INC $00.00%0 -28,403-100.0% -$2.05万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -19,000-100.0% -$1.86万 清仓
— VENTAS RLTY LTD PARTNERSHIP $00.00%0 -12,000-100.0% -$1.83万 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -19,000-100.0% -$1.77万 清仓
— DUKE ENERGY CORP NEW $00.00%0 -13,000-100.0% -$1.44万 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -12,000-100.0% -$1.34万 清仓
— FIRSTENERGY CORP $00.00%0 -12,000-100.0% -$1.32万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -11,000-100.0% -$1.28万 清仓
NET CLOUDFLARE INC $00.00%0 -10,000-100.0% -$1.19万 清仓
VSH VISHAY INTERTECHNOLOGY INC $00.00%0 -12,000-100.0% -$1.16万 清仓
— AMERICAN BITCOIN CORP. $00.00%0 -12,057-100.0% -$1.10万 清仓
— AMERICAN WTR CAP CORP $00.00%0 -11,000-100.0% -$1.10万 清仓
— PROGRESS SOFTWARE CORP $00.00%0 -12,000-100.0% -$1.06万 清仓
— WINNEBAGO INDS INC $00.00%0 -11,000-100.0% -$9,889 清仓
— NEXTNRG INC $00.00%0 -11,536-100.0% -$4,559 清仓
DIA SPDR DOW JONES INDL AVERAGE 看跌期权 $00.00%0 -10,000-100.0% — 清仓
— DEFI TECHNOLOGIES INC 看涨期权 $00.00%0 -14,000-100.0% — 清仓
— TELOMIR PHARMACEUTICALS INC $00.00%12,119 12,119— — 新建仓
RR RICHTECH ROBOTICS INC $00.00%21,783 21,783— — 新建仓
— EXXON MOBIL CORP 看涨期权 $00.00%100 100— — 新建仓