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
MINT PIMCO ETF TR $1,639.42万0.03%163,013 16,98911.6% $170.86万 加仓
EXPD EXPEDITORS INTL WASH INC $1,626.09万0.03%104,966 14,31415.8% $221.75万 加仓
INCY INCYTE CORP $1,625.68万0.03%151,505 5,1993.6% $55.79万 加仓
AFL AFLAC INC $1,615.70万0.03%132,532 -83,888-38.8% -$1,022.68万 减仓
AZN ASTRAZENECA PLC $1,610.19万0.03%97,722 97,722— $1,610.19万 新建仓
DWM WISDOMTREE TR $1,600.22万0.03%216,800 8,6274.1% $63.68万 加仓
NSC NORFOLK SOUTHN CORP $1,590.25万0.03%100,997 3,2223.3% $50.73万 加仓
SMH VANECK ETF TRUST $1,589.21万0.03%26,009 3,91717.7% $239.34万 加仓
REGN REGENERON PHARMACEUTICALS $1,585.88万0.03%33,880 -3,716-9.9% -$173.94万 减仓
DFCF DIMENSIONAL ETF TRUST $1,583.29万0.03%377,423 51,95516.0% $217.95万 加仓
FBCG FIDELITY COVINGTON TRUST $1,580.50万0.03%253,815 171,410208.0% $1,067.37万 加仓
DFAU DIMENSIONAL ETF TRUST $1,572.87万0.03%301,432 71,14130.9% $371.21万 加仓
IWV ISHARES TR $1,571.13万0.03%36,574 6451.8% $27.71万 加仓
PJAN INNOVATOR ETFS TRUST $1,568.90万0.03%314,851 -6,049-1.9% -$30.14万 减仓
ENB ENBRIDGE INC $1,554.21万0.03%284,342 -21,875-7.1% -$119.57万 减仓
ADBE ADOBE INC $1,550.26万0.03%98,678 -67,625-40.7% -$1,062.41万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $1,542.75万0.03%95,520 -424-0.4% -$6.85万 减仓
PINK SIMPLIFY EXCHANGE TRADED FUN $1,540.56万0.03%388,933 18,7005.1% $74.07万 加仓
RNR RENAISSANCERE HLDGS LTD $1,540.14万0.03%49,610 36,833288.3% $1,143.48万 加仓
SYY SYSCO CORP $1,536.91万0.03%191,021 37,77324.6% $303.91万 加仓
USFR WISDOMTREE TR $1,526.86万0.03%302,889 -10,849-3.5% -$54.69万 减仓
NTAP NETAPP INC $1,521.62万0.03%94,640 2,0412.2% $32.82万 加仓
HOOD ROBINHOOD MKTS INC $1,510.76万0.03%138,296 -165,135-54.4% -$1,803.95万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $1,507.53万0.03%298,048 -1,819-0.6% -$9.20万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $1,507.38万0.03%670,590 591,951752.7% $1,330.61万 加仓
— BANK MONTREAL MEDIUM $1,505.80万0.03%199,444 16,2928.9% $123.00万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $1,505.25万0.03%517,800 74,23416.7% $215.80万 加仓
OUNZ VANECK MERK GOLD ETF $1,503.09万0.03%380,529 34,73610.0% $137.21万 加仓
TPR TAPESTRY INC $1,494.29万0.02%112,966 6870.6% $9.09万 加仓
CRM SALESFORCE INC $1,493.65万0.02%163,367 -27,414-14.4% -$250.64万 减仓
VOOG VANGUARD ADMIRAL FDS INC $1,491.57万0.02%179,038 -2,384-1.3% -$19.86万 减仓
PHM PULTE GROUP INC $1,485.22万0.02%226,320 17,5428.4% $115.12万 加仓
EME EMCOR GROUP INC $1,481.01万0.02%20,657 2,13411.5% $153.00万 加仓
J JACOBS SOLUTIONS INC $1,473.31万0.02%141,917 7,7845.8% $80.81万 加仓
LHX L3HARRIS TECHNOLOGIES INC $1,467.66万0.02%98,787 12,95215.1% $192.43万 加仓
BEN FRANKLIN RESOURCES INC $1,463.33万0.02%446,300 405,706999.4% $1,330.23万 加仓
UBER UBER TECHNOLOGIES INC $1,458.79万0.02%195,705 -49,594-20.2% -$369.67万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,454.24万0.02%250,558 4,3711.8% $25.37万 加仓
ICOW PACER FDS TR $1,454.15万0.02%342,638 -7,089-2.0% -$30.09万 减仓
XLU SELECT SECTOR SPDR TR $1,444.58万0.02%318,120 42,67215.5% $193.77万 加仓
ILCV ISHARES TR $1,434.46万0.02%138,394 3450.2% $3.58万 加仓
MCO MOODYS CORP $1,431.95万0.02%54,203 4,8519.8% $128.15万 加仓
AON AON PLC $1,425.32万0.02%46,437 17,81562.2% $546.81万 加仓
BKNG BOOKING HOLDINGS INC $1,420.19万0.02%81,621 -2,874,804-97.2% -$5.00亿 减仓
BPOP POPULAR INC $1,417.25万0.02%87,108 54,478167.0% $886.36万 加仓
AMP AMERIPRISE FINL INC $1,413.84万0.02%33,437 -4,401-11.6% -$186.09万 减仓
NET CLOUDFLARE INC $1,407.77万0.02%55,509 21,11361.4% $535.45万 加仓
AXON AXON ENTERPRISE INC $1,399.10万0.02%27,782 2,4159.5% $121.62万 加仓
LAMR LAMAR ADVERTISING CO $1,398.13万0.02%92,981 9,79611.8% $147.30万 加仓
AGNC AGNC INVT CORP $1,387.92万0.02%1,267,259 1,126,852802.6% $1,234.14万 加仓
FNDX SCHWAB STRATEGIC TR $1,382.26万0.02%440,070 137,98145.7% $433.40万 加仓
CTVA CORTEVA INC $1,381.16万0.02%269,023 20,6048.3% $105.78万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1,379.07万0.02%364,737 16,0824.6% $60.81万 加仓
SPTL SPDR SERIES TRUST $1,371.09万0.02%533,704 5,1391.0% $13.20万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $1,370.76万0.02%34,065 -28,543-45.6% -$1,148.56万 减仓
VT VANGUARD INTL EQUITY INDEX F $1,365.99万0.02%86,658 16,77724.0% $264.46万 加仓
IWP ISHARES TR $1,363.55万0.02%95,654 -3,101-3.1% -$44.20万 减仓
MDB MONGODB INC $1,357.79万0.02%41,844 3,5639.3% $115.61万 加仓
NTRA NATERA INC $1,352.97万0.02%55,459 4,3128.4% $105.20万 加仓
HST HOST HOTELS & RESORTS INC $1,348.40万0.02%613,745 366,262148.0% $804.68万 加仓
SNPS SYNOPSYS INC $1,339.29万0.02%32,601 20,786175.9% $853.91万 加仓
DFGR DIMENSIONAL ETF TRUST $1,332.51万0.02%455,872 220,22893.5% $643.73万 加仓
NVO NOVO-NORDISK A S $1,330.69万0.02%273,589 64,75231.0% $314.94万 加仓
CALF PACER FDS TR $1,319.95万0.02%255,062 9,3583.8% $48.43万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $1,314.75万0.02%686,911 -188,006-21.5% -$359.84万 减仓
CFG CITIZENS FINL GROUP INC $1,306.25万0.02%198,819 17,7209.8% $116.42万 加仓
MLI MUELLER INDS INC $1,304.21万0.02%248,109 132,318114.3% $695.54万 加仓
A AGILENT TECHNOLOGIES INC $1,301.56万0.02%103,978 13,93315.5% $174.41万 加仓
MGV VANGUARD WORLD FD $1,300.56万0.02%79,496 1,8262.4% $29.87万 加仓
OAIM UNIFIED SER TR $1,292.81万0.02%273,671 50,47322.6% $238.43万 加仓
RPV INVESCO EXCHANGE TRADED FD T $1,291.51万0.02%110,793 -541-0.5% -$6.31万 减仓
VST VISTRA CORP $1,286.18万0.02%80,963 29,54657.5% $469.37万 加仓
VONV VANGUARD SCOTTSDALE FDS $1,278.06万0.02%118,043 2,1111.8% $22.86万 加仓
CNA CNA FINL CORP $1,273.75万0.02%254,868 238,5291,459.9% $1,192.09万 加仓
HBAN HUNTINGTON BANCSHARES INC $1,270.96万0.02%737,223 97,37715.2% $167.88万 加仓
VGK VANGUARD INTL EQUITY INDEX F $1,270.74万0.02%143,473 5,2123.8% $46.16万 加仓
SPSB SPDR SERIES TRUST $1,267.89万0.02%424,186 7,4571.8% $22.29万 加仓
DCI DONALDSON INC $1,263.76万0.02%141,614 -34,128-19.4% -$304.56万 减仓
EQIX EQUINIX INC $1,260.55万0.02%14,338 2,35719.7% $207.22万 加仓
VHT VANGUARD WORLD FD $1,258.71万0.02%48,420 -1,219-2.5% -$31.69万 减仓
VFLO VICTORY PORTFOLIOS II $1,255.83万0.02%264,998 50,03623.3% $237.12万 加仓
AJG GALLAGHER ARTHUR J & CO $1,251.23万0.02%49,438 9,81124.8% $248.31万 加仓
NUE NUCOR CORP $1,248.55万0.02%54,913 -12,582-18.6% -$286.08万 减仓
TIP ISHARES TR $1,248.47万0.02%125,203 2,0891.7% $20.83万 加仓
AFG AMERICAN FINANCIAL GROUP INC $1,247.05万0.02%90,701 82,7911,046.7% $1,138.30万 加仓
AGL AGILON HEALTH INC $1,242.22万0.02%108,160 108,160— $1,242.22万 新建仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $1,240.48万0.02%337,820 -79,317-19.0% -$291.25万 减仓
BDX BECTON DICKINSON & CO $1,238.04万0.02%83,994 -7,120-7.8% -$104.95万 减仓
SUSA ISHARES TR $1,228.76万0.02%78,893 2,5813.4% $40.20万 加仓
ETR ENTERGY CORP NEW $1,222.96万0.02%106,298 17,73320.0% $204.02万 加仓
PAAA PGIM ETF TR $1,216.71万0.02%236,899 -8,162-3.3% -$41.92万 减仓
FMDE FIDELITY COVINGTON TRUST $1,211.43万0.02%298,529 135,78283.4% $551.00万 加仓
LINE LINEAGE INC $1,208.68万0.02%288,021 112,33463.9% $471.41万 加仓
TOUS T ROWE PRICE EXCHANGE-TRADED $1,204.76万0.02%313,577 25,1508.7% $96.63万 加仓
PLD PROLOGIS INC. $1,204.27万0.02%89,703 16,17222.0% $217.11万 加仓
MET METLIFE INC $1,203.33万0.02%143,792 20,24416.4% $169.41万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $1,202.12万0.02%633,860 31,3725.2% $59.50万 加仓
UL UNILEVER PLC $1,201.81万0.02%298,018 57,62324.0% $232.38万 加仓
GLDM WORLD GOLD TR $1,200.83万0.02%147,721 17,36713.3% $141.18万 加仓
NKE NIKE INC $1,198.59万0.02%270,135 55,96226.1% $248.30万 加仓