WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH MN · SEC CIK 0001632972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $29.45亿 | 5.93% | 4,483,729 | -2,053,060 | -31.4% | -$13.48亿 | 减仓 |
| AGG | ISHARES TR | $14.71亿 | 2.96% | 14,925,651 | -4,695,419 | -23.9% | -$4.63亿 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $13.21亿 | 2.66% | 77,900 | -38,775 | -33.2% | -$6.57亿 | 重新持有 |
| SMTH | ALPS ETF TR | $10.74亿 | 2.16% | 42,086,273 | -13,379,832 | -24.1% | -$3.41亿 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $9.72亿 | 1.96% | 28,200 | -5,102 | -15.3% | -$1.76亿 | 重新持有 |
| MSFT | MICROSOFT CORP | $7.99亿 | 1.61% | 2,358,353 | -657,837 | -21.8% | -$2.23亿 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $7.08亿 | 1.42% | 14,592,927 | -3,865,821 | -20.9% | -$1.87亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6.93亿 | 1.39% | 12,959,833 | -5,437,167 | -29.6% | -$2.91亿 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $6.59亿 | 1.33% | 6,973,559 | -1,802,427 | -20.5% | -$1.70亿 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $6.28亿 | 1.26% | 9,124,355 | -3,122,339 | -25.5% | -$2.15亿 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $6.21亿 | 1.25% | 7,700,512 | -2,676,653 | -25.8% | -$2.16亿 | 减仓 |
| IMTM | ISHARES TR | $5.82亿 | 1.17% | 11,979,760 | -7,885,805 | -39.7% | -$3.83亿 | 减仓 |
| AMZN | AMAZON COM INC | $5.62亿 | 1.13% | 2,927,864 | -982,133 | -25.1% | -$1.89亿 | 减仓 |
| GOOGL | ALPHABET INC | $5.50亿 | 1.11% | 2,102,382 | -729,668 | -25.8% | -$1.91亿 | 减仓 |
| GOVT | ISHARES TR | $5.21亿 | 1.05% | 22,955,036 | -6,652,722 | -22.5% | -$1.51亿 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4.98亿 | 1.00% | 118,257 | 110,042 | 1,339.5% | $4.63亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.66亿 | 0.94% | 992,531 | -87,686 | -8.1% | -$4,113.47万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $4.22亿 | 0.85% | 8,365,161 | -2,547,445 | -23.3% | -$1.29亿 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4.16亿 | 0.84% | 5,507,331 | -2,408,588 | -30.4% | -$1.82亿 | 减仓 |
| USMV | ISHARES TR | $4.07亿 | 0.82% | 4,370,460 | -2,607,282 | -37.4% | -$2.43亿 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3.98亿 | 0.80% | 4,679,558 | -422,491 | -8.3% | -$3,593.91万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $3.63亿 | 0.73% | 59,700 | 54,263 | 998.0% | $3.30亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.49亿 | 0.70% | 582,041 | -299,737 | -34.0% | -$1.80亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.41亿 | 0.69% | 1,555,687 | -381,101 | -19.7% | -$8,343.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $3.29亿 | 0.66% | 1,264,868 | -380,315 | -23.1% | -$9,887.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.85亿 | 0.57% | 11,009,922 | -8,076,252 | -42.3% | -$2.09亿 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.84亿 | 0.57% | 1,446,101 | -288,125 | -16.6% | -$5,667.87万 | 减仓 |
| — | EXXON MOBIL CORP | $2.76亿 | 0.55% | 1,828,424 | -793,793 | -30.3% | -$1.20亿 | 减仓 |
| AVGO | BROADCOM INC 看跌期权 | $2.63亿 | 0.53% | 7,600 | -7,000 | -47.9% | -$2.43亿 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.48亿 | 0.50% | 1,147,118 | -425,564 | -27.1% | -$9,185.05万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2.46亿 | 0.50% | 19,500 | -12,114 | -38.3% | -$1.53亿 | 重新持有 |
| WMT | WALMART INC | $2.42亿 | 0.49% | 1,955,094 | -1,049,053 | -34.9% | -$1.30亿 | 减仓 |
| GOOG | ALPHABET INC | $2.38亿 | 0.48% | 850,790 | -402,140 | -32.1% | -$1.13亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.19亿 | 0.44% | 1,075,725 | -846,202 | -44.0% | -$1.72亿 | 减仓 |
| VTI | VANGUARD INDEX FDS 看跌期权 | $2.12亿 | 0.43% | 20,800 | 20,800 | — | $2.12亿 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $2.06亿 | 0.41% | 467,125 | -141,294 | -23.2% | -$6,221.62万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.04亿 | 0.41% | 852,166 | -319,739 | -27.3% | -$7,659.34万 | 减仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $2.00亿 | 0.40% | 10,005,029 | -3,029,368 | -23.2% | -$6,056.83万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.88亿 | 0.38% | 2,499,654 | -825,205 | -24.8% | -$6,217.64万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.84亿 | 0.37% | 3,642,456 | -2,053,147 | -36.0% | -$1.04亿 | 减仓 |
| KLAC | KLA CORP | $1.83亿 | 0.37% | 123,174 | 93,941 | 321.4% | $1.40亿 | 加仓 |
| IJR | ISHARES TR | $1.83亿 | 0.37% | 1,462,756 | -984,079 | -40.2% | -$1.23亿 | 减仓 |
| IEFA | ISHARES TR | $1.80亿 | 0.36% | 1,973,972 | -546,220 | -21.7% | -$4,981.74万 | 减仓 |
| CVX | CHEVRON CORP NEW | $1.78亿 | 0.36% | 1,031,783 | -326,968 | -24.1% | -$5,628.13万 | 减仓 |
| APH | AMPHENOL CORP NEW | $1.69亿 | 0.34% | 1,560,039 | 1,300,324 | 500.7% | $1.41亿 | 加仓 |
| META | META PLATFORMS INC | $1.65亿 | 0.33% | 325,768 | -391,143 | -54.6% | -$1.99亿 | 减仓 |
| BAC | BANK AMERICA CORP | $1.65亿 | 0.33% | 4,047,031 | 975,397 | 31.8% | $3,977.08万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $1.64亿 | 0.33% | 1,255,704 | -463,219 | -26.9% | -$6,059.41万 | 减仓 |
| BOXX | EA SERIES TRUST | $1.63亿 | 0.33% | 1,406,217 | -1,011,828 | -41.8% | -$1.18亿 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.60亿 | 0.32% | 2,819,788 | -1,817,302 | -39.2% | -$1.03亿 | 减仓 |
| V | VISA INC | $1.59亿 | 0.32% | 593,095 | -733,895 | -55.3% | -$1.96亿 | 减仓 |
| MRK | MERCK & CO INC | $1.57亿 | 0.32% | 1,431,644 | -365,790 | -20.4% | -$4,019.19万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1.55亿 | 0.31% | 2,026,689 | -1,164,330 | -36.5% | -$8,917.26万 | 减仓 |
| TJX | TJX COS INC NEW | $1.53亿 | 0.31% | 990,375 | -358,351 | -26.6% | -$5,544.71万 | 减仓 |
| MTUM | ISHARES TR | $1.51亿 | 0.30% | 614,259 | -367,248 | -37.4% | -$9,028.79万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.51亿 | 0.30% | 4,979,785 | -2,712,642 | -35.3% | -$8,219.04万 | 减仓 |
| SGOV | ISHARES TR | $1.47亿 | 0.30% | 1,459,670 | -665,877 | -31.3% | -$6,687.40万 | 减仓 |
| CSCO | CISCO SYS INC | $1.44亿 | 0.29% | 1,925,495 | -775,398 | -28.7% | -$5,796.34万 | 减仓 |
| PEP | PEPSICO INC | $1.43亿 | 0.29% | 984,358 | -293,980 | -23.0% | -$4,261.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.41亿 | 0.28% | 2,187,334 | -1,066,895 | -32.8% | -$6,865.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.40亿 | 0.28% | 5,609,716 | -3,681,999 | -39.6% | -$9,197.63万 | 减仓 |
| HD | HOME DEPOT INC | $1.40亿 | 0.28% | 506,076 | -155,210 | -23.5% | -$4,280.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.36亿 | 0.27% | 617,749 | -188,812 | -23.4% | -$4,154.01万 | 减仓 |
| LLY | ELI LILLY & CO | $1.36亿 | 0.27% | 161,388 | -52,598 | -24.6% | -$4,417.14万 | 减仓 |
| IWF | ISHARES TR | $1.33亿 | 0.27% | 311,547 | -81,702 | -20.8% | -$3,486.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.32亿 | 0.27% | 236,710 | 55,399 | 30.6% | $3,096.51万 | 加仓 |
| IJH | ISHARES TR | $1.30亿 | 0.26% | 2,014,496 | -536,413 | -21.0% | -$3,460.83万 | 减仓 |
| CIEN | CIENA CORP | $1.26亿 | 0.25% | 290,123 | -444,242 | -60.5% | -$1.92亿 | 减仓 |
| TMUS | T-MOBILE US INC | $1.25亿 | 0.25% | 676,657 | 35,996 | 5.6% | $664.43万 | 加仓 |
| GLW | CORNING INC | $1.24亿 | 0.25% | 863,573 | -422,747 | -32.9% | -$6,067.21万 | 减仓 |
| TSLA | TESLA INC | $1.21亿 | 0.24% | 344,515 | -107,131 | -23.7% | -$3,758.85万 | 减仓 |
| GEV | GE VERNOVA INC | $1.21亿 | 0.24% | 139,435 | -89,067 | -39.0% | -$7,709.03万 | 减仓 |
| ABT | ABBOTT LABS | $1.19亿 | 0.24% | 1,203,269 | -342,689 | -22.2% | -$3,385.55万 | 减仓 |
| IWB | ISHARES TR | $1.18亿 | 0.24% | 333,625 | -174,969 | -34.4% | -$6,185.97万 | 减仓 |
| AUSF | GLOBAL X FDS | $1.17亿 | 0.24% | 2,399,578 | -2,280,185 | -48.7% | -$1.11亿 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.17亿 | 0.24% | 3,812,136 | -2,560,274 | -40.2% | -$7,854.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.17亿 | 0.24% | 2,983,695 | -1,362,805 | -31.4% | -$5,339.47万 | 减仓 |
| IEF | ISHARES TR | $1.16亿 | 0.23% | 1,218,901 | -465,558 | -27.6% | -$4,434.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.15亿 | 0.23% | 2,831,757 | 693,039 | 32.4% | $2,817.07万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.14亿 | 0.23% | 2,268,233 | -449,393 | -16.5% | -$2,252.36万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.14亿 | 0.23% | 1,912,898 | 1,712,694 | 855.5% | $1.02亿 | 加仓 |
| T | AT&T INC | $1.12亿 | 0.23% | 4,044,856 | 674,989 | 20.0% | $1,873.12万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1.12亿 | 0.23% | 1,405,129 | -539,495 | -27.7% | -$4,303.55万 | 减仓 |
| AMGN | AMGEN INC | $1.10亿 | 0.22% | 388,718 | 10,497 | 2.8% | $298.38万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1.10亿 | 0.22% | 1,285,715 | -778,974 | -37.7% | -$6,673.47万 | 减仓 |
| SHV | ISHARES TR | $1.10亿 | 0.22% | 999,682 | -630,885 | -38.7% | -$6,947.30万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.09亿 | 0.22% | 1,706,244 | -315,430 | -15.6% | -$2,022.85万 | 减仓 |
| GE | GE AEROSPACE | $1.09亿 | 0.22% | 394,518 | -220,000 | -35.8% | -$6,083.89万 | 减仓 |
| IEMG | ISHARES INC | $1.09亿 | 0.22% | 1,574,732 | -228,451 | -12.7% | -$1,582.12万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.07亿 | 0.22% | 3,418,815 | -2,329,788 | -40.5% | -$7,313.21万 | 减仓 |
| IWD | ISHARES TR | $1.07亿 | 0.22% | 497,878 | -154,149 | -23.6% | -$3,322.22万 | 减仓 |
| RTX | RTX CORPORATION | $1.06亿 | 0.21% | 704,867 | -40,992 | -5.5% | -$615.40万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.04亿 | 0.21% | 3,059,294 | -664,129 | -17.8% | -$2,256.38万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.01亿 | 0.20% | 487,222 | -306,124 | -38.6% | -$6,373.16万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $1.01亿 | 0.20% | 1,822,049 | -708,317 | -28.0% | -$3,941.06万 | 减仓 |
| CB | CHUBB LIMITED | $9,850.76万 | 0.20% | 347,292 | -59,073 | -14.5% | -$1,675.57万 | 减仓 |
| ETN | EATON CORP PLC | $9,821.88万 | 0.20% | 273,391 | -190,917 | -41.1% | -$6,858.91万 | 减仓 |
| UI | UBIQUITI INC | $9,770.69万 | 0.20% | 118,046 | -37,870 | -24.3% | -$3,134.51万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $9,472.17万 | 0.19% | 1,860,571 | -1,112,425 | -37.4% | -$5,663.35万 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $9,395.26万 | 0.19% | 3,344,383 | -1,534,362 | -31.4% | -$4,310.43万 | 减仓 |