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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $2,321.40万 | 0.04% | 340,681 | 16,635 | 5.1% | $113.35万 | 加仓 |
| IVLU | ISHARES TR | $2,309.66万 | 0.04% | 542,683 | 27,099 | 5.3% | $115.33万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $2,305.40万 | 0.04% | 422,426 | 10,348 | 2.5% | $56.47万 | 加仓 |
| GM | GENERAL MTRS CO | $2,295.07万 | 0.04% | 308,547 | 28,399 | 10.1% | $211.24万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $2,291.95万 | 0.04% | 78,400 | 500 | 0.6% | $14.62万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,256.49万 | 0.04% | 498,535 | -11,587 | -2.3% | -$52.45万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,245.71万 | 0.04% | 296,112 | 28,218 | 10.5% | $214.01万 | 加仓 |
| VICI | VICI PPTYS INC | $2,209.56万 | 0.04% | 862,044 | 292,678 | 51.4% | $750.18万 | 加仓 |
| YUM | YUM BRANDS INC | $2,186.06万 | 0.04% | 216,796 | -47,920 | -18.1% | -$483.20万 | 减仓 |
| IEI | ISHARES TR | $2,176.63万 | 0.04% | 215,347 | 34,443 | 19.0% | $348.13万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,170.25万 | 0.04% | 358,660 | -22,171 | -5.8% | -$134.16万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,169.14万 | 0.04% | 129,999 | -83,094 | -39.0% | -$1,386.49万 | 减仓 |
| TGT | TARGET CORP | $2,163.35万 | 0.04% | 168,858 | 13,108 | 8.4% | $167.93万 | 加仓 |
| ADSK | AUTODESK INC | $2,159.99万 | 0.04% | 104,658 | 16,672 | 18.9% | $344.09万 | 加仓 |
| DAL | DELTA AIR LINES INC | $2,152.91万 | 0.04% | 265,159 | 210 | 0.1% | $1.71万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,150.22万 | 0.04% | 45,889 | 5,221 | 12.8% | $244.64万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $2,147.55万 | 0.04% | 148,537 | 30,195 | 25.5% | $436.56万 | 加仓 |
| ITA | ISHARES TR | $2,147.17万 | 0.04% | 89,817 | 7,009 | 8.5% | $167.56万 | 加仓 |
| HACK | AMPLIFY ETF TR | $2,145.09万 | 0.04% | 196,834 | 357 | 0.2% | $3.89万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,142.30万 | 0.04% | 53,095 | -8,396 | -13.7% | -$338.77万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,137.87万 | 0.04% | 646,077 | -185,038 | -22.3% | -$612.29万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,132.27万 | 0.04% | 577,693 | -15,564 | -2.6% | -$57.45万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,130.78万 | 0.04% | 100,720 | 70,549 | 233.8% | $1,492.50万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,128.15万 | 0.04% | 62,305 | -1,474 | -2.3% | -$50.35万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,121.30万 | 0.04% | 85,047 | 10,436 | 14.0% | $260.30万 | 加仓 |
| NVS | NOVARTIS AG | $2,120.12万 | 0.04% | 150,656 | 2,862 | 1.9% | $40.28万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,106.91万 | 0.04% | 130,994 | 15,104 | 13.0% | $242.93万 | 加仓 |
| GWW | WW GRAINGER INC | $2,106.70万 | 0.04% | 15,621 | 2,144 | 15.9% | $289.15万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2,105.58万 | 0.04% | 197,628 | -14,155 | -6.7% | -$150.81万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,099.61万 | 0.04% | 164,532 | 17,939 | 12.2% | $228.92万 | 加仓 |
| CME | CME GROUP INC | $2,080.51万 | 0.03% | 94,881 | -75,975 | -44.5% | -$1,665.94万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2,079.67万 | 0.03% | 56,693 | 9,926 | 21.2% | $364.11万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,074.49万 | 0.03% | 62,112 | 7,029 | 12.8% | $234.76万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,065.56万 | 0.03% | 44,874 | 4,861 | 12.1% | $223.75万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $2,059.20万 | 0.03% | 280,697 | -5,653 | -2.0% | -$41.47万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,053.63万 | 0.03% | 662,675 | -449,335 | -40.4% | -$1,392.49万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,050.64万 | 0.03% | 340,977 | 21,056 | 6.6% | $126.63万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,040.89万 | 0.03% | 82,672 | -89,779 | -52.1% | -$2,216.34万 | 减仓 |
| QLTY | GMO ETF TRUST | $2,034.17万 | 0.03% | 484,903 | 19,767 | 4.2% | $82.92万 | 加仓 |
| MTB | M & T BK CORP | $2,030.61万 | 0.03% | 84,778 | 47,031 | 124.6% | $1,126.49万 | 加仓 |
| FTI | TECHNIPFMC PLC | $2,024.84万 | 0.03% | 311,697 | 7,740 | 2.5% | $50.28万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2,024.36万 | 0.03% | 109,537 | 11,869 | 12.2% | $219.35万 | 加仓 |
| AMLP | ALPS ETF TR | $2,013.74万 | 0.03% | 382,113 | 7,604 | 2.0% | $40.07万 | 加仓 |
| USRT | ISHARES TR | $1,996.95万 | 0.03% | 299,168 | -121,123 | -28.8% | -$808.50万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,971.56万 | 0.03% | 415,678 | -14,264 | -3.3% | -$67.65万 | 减仓 |
| ITM | VANECK ETF TRUST | $1,955.91万 | 0.03% | 418,825 | 15,455 | 3.8% | $72.17万 | 加仓 |
| NTSX | WISDOMTREE TR | $1,942.38万 | 0.03% | 327,755 | 4,309 | 1.3% | $25.54万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,934.49万 | 0.03% | 84,580 | -153,740 | -64.5% | -$3,516.30万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,933.23万 | 0.03% | 345,538 | 8,655 | 2.6% | $48.42万 | 加仓 |
| ILCG | ISHARES TR | $1,915.58万 | 0.03% | 164,399 | 8,524 | 5.5% | $99.32万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,913.28万 | 0.03% | 208,692 | 43,683 | 26.5% | $400.48万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,902.49万 | 0.03% | 428,008 | 15,382 | 3.7% | $68.37万 | 加仓 |
| PAYX | PAYCHEX INC | $1,901.72万 | 0.03% | 186,478 | 44,905 | 31.7% | $457.94万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,900.96万 | 0.03% | 46,177 | 2,955 | 6.8% | $121.65万 | 加仓 |
| RDN | RADIAN GROUP INC | $1,900.06万 | 0.03% | 514,791 | 16,278 | 3.3% | $60.08万 | 加仓 |
| ILMN | ILLUMINA INC | $1,892.52万 | 0.03% | 107,790 | -5,267 | -4.7% | -$92.48万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,891.27万 | 0.03% | 238,530 | 23,646 | 11.0% | $187.49万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,887.17万 | 0.03% | 461,410 | 47,252 | 11.4% | $193.26万 | 加仓 |
| AZO | AUTOZONE INC | $1,875.17万 | 0.03% | 6,190 | 505 | 8.9% | $152.98万 | 加仓 |
| GPC | GENUINE PARTS CO | $1,865.43万 | 0.03% | 151,330 | 9,596 | 6.8% | $118.29万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $1,852.81万 | 0.03% | 445,280 | 405,711 | 1,025.3% | $1,688.16万 | 重新持有 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,851.21万 | 0.03% | 342,500 | 8,185 | 2.4% | $44.24万 | 加仓 |
| WPC | WP CAREY INC | $1,842.73万 | 0.03% | 257,150 | 102,664 | 66.5% | $735.69万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,835.94万 | 0.03% | 381,851 | 54,561 | 16.7% | $262.33万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,831.21万 | 0.03% | 34,007 | 13,772 | 68.1% | $741.60万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,829.98万 | 0.03% | 173,886 | 17,511 | 11.2% | $184.29万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1,821.28万 | 0.03% | 625,441 | -1,404 | -0.2% | -$4.09万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $1,820.19万 | 0.03% | 140,661 | 37,708 | 36.6% | $487.95万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,811.31万 | 0.03% | 642,536 | 199,550 | 45.0% | $562.53万 | 加仓 |
| MC | MOELIS & CO | $1,809.77万 | 0.03% | 283,885 | 355 | 0.1% | $2.26万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,809.75万 | 0.03% | 399,944 | 43,221 | 12.1% | $195.57万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,806.57万 | 0.03% | 138,233 | 31,607 | 29.6% | $413.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,801.59万 | 0.03% | 331,212 | -1,469 | -0.4% | -$7.99万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,798.58万 | 0.03% | 64,260 | -48,691 | -43.1% | -$1,362.82万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,779.19万 | 0.03% | 376,717 | 21,863 | 6.2% | $103.26万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,776.42万 | 0.03% | 154,525 | -20,022 | -11.5% | -$230.17万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,776.02万 | 0.03% | 69,520 | 8,665 | 14.2% | $221.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,769.73万 | 0.03% | 79,939 | 14,189 | 21.6% | $314.12万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,758.44万 | 0.03% | 24,800 | 5,300 | 27.2% | $375.80万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,758.09万 | 0.03% | 168,723 | 73,823 | 77.8% | $769.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,757.40万 | 0.03% | 269,115 | -33,658 | -11.1% | -$219.80万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,754.08万 | 0.03% | 145,054 | 89,882 | 162.9% | $1,086.91万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,749.19万 | 0.03% | 292,458 | -31,457 | -9.7% | -$188.14万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,748.67万 | 0.03% | 363,271 | 35,598 | 10.9% | $171.36万 | 加仓 |
| STIP | ISHARES TR | $1,744.63万 | 0.03% | 216,268 | 35,819 | 19.8% | $288.95万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,736.77万 | 0.03% | 255,794 | 109,375 | 74.7% | $742.62万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,725.47万 | 0.03% | 877,656 | 60,142 | 7.4% | $118.24万 | 加仓 |
| MLRG | ISHARES TR | $1,720.46万 | 0.03% | 164,364 | -4,324 | -2.6% | -$45.26万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,713.79万 | 0.03% | 171,413 | 92,622 | 117.6% | $926.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,700.91万 | 0.03% | 27 | -6 | -18.2% | -$377.98万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $1,695.76万 | 0.03% | 313,971 | -3,224 | -1.0% | -$17.41万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,690.51万 | 0.03% | 61,076 | 606 | 1.0% | $16.77万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,685.35万 | 0.03% | 820,897 | -74,367 | -8.3% | -$152.68万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,683.83万 | 0.03% | 117,442 | 117,442 | — | $1,683.83万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1,680.72万 | 0.03% | 23,500 | -3,800 | -13.9% | -$271.78万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,673.51万 | 0.03% | 223,075 | 2,181 | 1.0% | $16.36万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,672.90万 | 0.03% | 490,177 | 159,196 | 48.1% | $543.31万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,672.37万 | 0.03% | 96,143 | -13,719 | -12.5% | -$238.64万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,661.65万 | 0.03% | 646,055 | 57,185 | 9.7% | $147.08万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,646.41万 | 0.03% | 112,489 | -112,792 | -50.1% | -$1,650.84万 | 减仓 |