13F 机构持仓

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH MN · SEC CIK 0001632972

2026Q22026Q1 更早 9 个季度 🔒
$496.88亿2026Q1 申报市值
3,594持仓数
22.7%前十大占比 · 第一大 5.9%
257 / 261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 5.9%
AGG 3.0%
AAPL 看跌期权 2.7%
SMTH 2.2%
NVDA 看跌期权 2.0%
MSFT 1.6%
FNDF 1.4%
VWO 1.4%
USVM 1.3%
JMOM 1.3%

2026Q1 买入最多 按季末市值估算

BKNG 加仓+$4.63亿
APH 加仓+$1.41亿
KLAC 加仓+$1.40亿
VGIT 加仓+$1.02亿
VNQ 加仓+$5,874.79万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$13.48亿
AGG 减仓-$4.63亿
DWAS 减仓-$4.16亿
IMTM 减仓-$3.83亿
SMTH 减仓-$3.41亿

2026Q1 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
EQWL INVESCO EXCHANGE TRADED FD T $762.92万0.02%65,974 -46,631-41.4% -$539.24万 减仓
AON AON PLC $761.43万0.02%28,622 -4,042-12.4% -$107.53万 减仓
CCI CROWN CASTLE INC $759.36万0.02%89,569 -31,939-26.3% -$270.78万 减仓
GDX VANECK ETF TRUST $758.74万0.02%83,271 -68,860-45.3% -$627.43万 减仓
CRS CARPENTER TECHNOLOGY CORP $750.65万0.02%20,235 5,31935.7% $197.32万 加仓
URA GLOBAL X FDS $748.68万0.02%153,105 -79,185-34.1% -$387.21万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $748.21万0.02%69,266 -17,626-20.3% -$190.39万 减仓
XBIL RBB FD INC $747.82万0.02%149,385 -22,964-13.3% -$114.96万 减仓
OMC OMNICOM GROUP INC $747.67万0.02%105,789 14,67316.1% $103.70万 加仓
SCHC SCHWAB STRATEGIC TR $747.14万0.02%178,366 -83,447-31.9% -$349.54万 减仓
FN FABRINET $747.02万0.02%13,388 -1,202-8.2% -$67.07万 减仓
QEFA SPDR INDEX SHS FDS $746.22万0.02%79,154 -16,342-17.1% -$154.06万 减仓
IT GARTNER INC $743.12万0.01%50,489 19,69263.9% $289.84万 加仓
IJS ISHARES TR $741.32万0.01%110,145 -123,283-52.8% -$829.75万 减仓
SHM SPDR SERIES TRUST $739.95万0.01%154,673 -93,011-37.6% -$444.96万 减仓
— AMCOR PLC $738.27万0.01%184,891 -367,241-66.5% -$1,466.39万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $736.96万0.01%79,192 24,31644.3% $226.29万 加仓
AXS AXIS CAP HLDGS LTD $733.57万0.01%78,688 14,89723.4% $138.88万 加仓
WRB BERKLEY W R CORP $731.53万0.01%110,855 -57,594-34.2% -$380.06万 减仓
TXRH TEXAS ROADHOUSE INC $731.33万0.01%48,436 18,69562.9% $282.27万 加仓
LNG CHENIERE ENERGY INC $730.88万0.01%48,699 -19,272-28.4% -$289.24万 减仓
JBND J P MORGAN EXCHANGE TRADED F $729.36万0.01%135,948 -232,679-63.1% -$1,248.33万 减仓
USIG ISHARES TR $724.79万0.01%141,533 -37,094-20.8% -$189.96万 减仓
XBI SPDR SERIES TRUST $723.14万0.01%56,075 -41,811-42.7% -$539.19万 减仓
CACI CACI INTL INC $721.94万0.01%12,542 -3,327-21.0% -$191.51万 减仓
KORP AMERICAN CENTY ETF TR $721.31万0.01%153,896 20,63515.5% $96.72万 加仓
CAH CARDINAL HEALTH INC $717.16万0.01%33,504 -3,630-9.8% -$77.70万 减仓
NULG NUSHARES ETF TR $714.28万0.01%77,429 -20,967-21.3% -$193.42万 减仓
LVHI LEGG MASON ETF INVT $714.24万0.01%174,972 -22,013-11.2% -$89.86万 减仓
CALI BLACKROCK ETF TRUST II $713.34万0.01%141,621 6,6364.9% $33.43万 加仓
HLT HILTON WORLDWIDE HLDGS INC $712.81万0.01%25,224 -141-0.6% -$3.98万 减仓
NTNX NUTANIX INC $711.44万0.01%190,021 93,51796.9% $350.13万 加仓
KMX CARMAX INC $711.35万0.01%185,243 97,242110.5% $373.42万 加仓
TEL TE CONNECTIVITY PLC $710.10万0.01%33,965 -11,593-25.4% -$242.37万 减仓
RBLX ROBLOX CORP $706.56万0.01%124,730 -40,956-24.7% -$232.00万 减仓
EEMV ISHARES INC $704.35万0.01%108,915 -4,062-3.6% -$26.27万 减仓
NET CLOUDFLARE INC $701.39万0.01%34,396 -2,476-6.7% -$50.49万 减仓
KOMP SPDR SERIES TRUST $700.28万0.01%117,398 114,1213,482.5% $680.73万 加仓
ITT ITT INC $700.23万0.01%39,801 16,89273.7% $297.18万 加仓
FALN ISHARES TR $696.36万0.01%259,997 -84,733-24.6% -$226.94万 减仓
EW EDWARDS LIFESCIENCES CORP $694.22万0.01%88,840 -6,989-7.3% -$54.61万 减仓
CIBR FIRST TR EXCHANGE TRADED FD $688.06万0.01%107,192 -42,286-28.3% -$271.43万 减仓
GSEW GOLDMAN SACHS ETF TR $686.96万0.01%80,520 -96,822-54.6% -$826.04万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $686.88万0.01%95,426 64,537208.9% $464.54万 加仓
VIS VANGUARD WORLD FD $685.64万0.01%27,755 -10,252-27.0% -$253.26万 减仓
IUSG ISHARES TR $681.33万0.01%43,319 -41,408-48.9% -$651.27万 减仓
XLY SELECT SECTOR SPDR TR $679.64万0.01%62,842 -43,723-41.0% -$472.87万 减仓
RWJ INVESCO EXCH TRADED FD TR II $677.87万0.01%133,650 -72,975-35.3% -$370.13万 减仓
GWRE GUIDEWIRE SOFTWARE INC $677.53万0.01%44,932 -11,047-19.7% -$166.58万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $675.38万0.01%54,982 51,9571,717.6% $638.22万 加仓
EYLD CAMBRIA ETF TR $673.06万0.01%161,560 -82,197-33.7% -$342.43万 减仓
HFXI NEW YORK LIFE INVESTMENTS ET $673.03万0.01%198,008 -9,678-4.7% -$32.90万 减仓
STT STATE STR CORP $672.07万0.01%52,179 -16,727-24.3% -$215.45万 减仓
VEEV VEEVA SYS INC $671.22万0.01%78,177 49,502172.6% $425.02万 加仓
VTHR VANGUARD SCOTTSDALE FDS $671.15万0.01%23,129 -5,970-20.5% -$173.24万 减仓
SLB SLB LIMITED $670.34万0.01%140,860 -66,407-32.0% -$316.02万 减仓
PRU PRUDENTIAL FINL INC $670.16万0.01%71,780 -28,712-28.6% -$268.06万 减仓
MTCH MATCH GROUP INC NEW $668.85万0.01%239,098 58,14932.1% $162.66万 加仓
VTES VANGUARD WELLINGTON FD $668.67万0.01%66,143 -31,725-32.4% -$320.72万 减仓
DOV DOVER CORP $667.35万0.01%34,257 -7,213-17.4% -$140.51万 减仓
TLTW ISHARES TR $665.43万0.01%295,482 -695,353-70.2% -$1,565.94万 减仓
BIIB BIOGEN INC $665.34万0.01%62,530 24,58264.8% $261.56万 加仓
FLRG FIDELITY COVINGTON TRUST $664.88万0.01%179,214 -94,347-34.5% -$350.03万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $664.02万0.01%17,362 2,39116.0% $91.45万 加仓
LH LABCORP HOLDINGS INC $662.15万0.01%54,567 16,49543.3% $200.16万 加仓
DON WISDOMTREE TR $658.97万0.01%124,710 -89,012-41.6% -$470.34万 减仓
VOOV VANGUARD ADMIRAL FDS INC $657.07万0.01%32,129 -9,470-22.8% -$193.67万 减仓
PFLD ETF SER SOLUTIONS $656.13万0.01%337,862 -31,555-8.5% -$61.28万 减仓
BABA ALIBABA GROUP HLDG LTD $655.59万0.01%53,715 -34,233-38.9% -$417.82万 减仓
MRVL MARVELL TECHNOLOGY INC $654.89万0.01%65,750 -25,917-28.3% -$258.14万 减仓
IXN ISHARES TR $653.17万0.01%68,420 -1,065-1.5% -$10.17万 减仓
AKAM AKAMAI TECHNOLOGIES INC $651.03万0.01%55,172 27,10196.5% $319.79万 加仓
DFSI DIMENSIONAL ETF TRUST $650.70万0.01%151,856 -20,221-11.8% -$86.65万 减仓
AEM AGNICO EAGLE MINES LTD $647.80万0.01%31,063 -1,777-5.4% -$37.06万 减仓
NEAR ISHARES U S ETF TR $644.75万0.01%127,094 -31,289-19.8% -$158.73万 减仓
— DUPONT DE NEMOURS INC $643.55万0.01%152,306 -13,308-8.0% -$56.23万 减仓
LECO LINCOLN ELEC HLDGS INC $643.08万0.01%28,168 4,28317.9% $97.78万 加仓
EFX EQUIFAX INC $640.71万0.01%37,741 11,97246.5% $203.24万 加仓
LDOS LEIDOS HOLDINGS INC $638.99万0.01%40,234 -18,402-31.4% -$292.26万 减仓
SSUS STRATEGY SHS $638.07万0.01%134,842 -63,725-32.1% -$301.55万 减仓
MPLX MPLX LP $636.89万0.01%113,934 -20,706-15.4% -$115.75万 减仓
EWBC EAST WEST BANCORP INC $636.51万0.01%75,385 21,59840.2% $182.36万 加仓
EVR EVERCORE INC $636.37万0.01%22,068 7,10947.5% $205.00万 加仓
DFGR DIMENSIONAL ETF TRUST $636.24万0.01%235,644 -47,549-16.8% -$128.38万 减仓
OSK OSHKOSH CORP $634.94万0.01%43,044 4,07410.5% $60.10万 加仓
DKNG DRAFTKINGS INC NEW $633.36万0.01%286,743 27,57810.6% $60.91万 加仓
IAGG ISHARES TR $633.03万0.01%127,038 99,696364.6% $496.79万 加仓
BKDV BNY MELLON ETF TRUST II $632.27万0.01%212,528 204,7782,642.3% $609.21万 加仓
IWY ISHARES TR $629.16万0.01%25,066 -14,387-36.5% -$361.12万 减仓
VIOV VANGUARD ADMIRAL FDS INC $624.91万0.01%61,187 -40,359-39.7% -$412.19万 减仓
APA APA CORPORATION $624.87万0.01%148,637 -37,181-20.0% -$156.31万 减仓
NOBL PROSHARES TR $624.83万0.01%125,444 37,57042.8% $187.14万 加仓
PTRB PGIM ETF TR $624.17万0.01%149,934 -10,120-6.3% -$42.13万 减仓
— INNOVATOR ETFS TRUST $623.71万0.01%331,146 -215,915-39.5% -$406.68万 减仓
XLC SELECT SECTOR SPDR TR $622.74万0.01%55,751 -31,943-36.4% -$356.80万 减仓
— PINNACLE FINL PARTNERS INC $621.83万0.01%77,605 -14,769-16.0% -$118.34万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $621.67万0.01%123,445 -45,004-26.7% -$226.64万 减仓
IPKW INVESCO EXCH TRADED FD TR II $618.97万0.01%109,463 -38,172-25.9% -$215.85万 减仓
BINC BLACKROCK ETF TRUST II $618.66万0.01%119,179 17,12116.8% $88.88万 加仓
F FORD MTR CO $618.52万0.01%533,208 -156,652-22.7% -$181.72万 减仓