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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $36.20亿 | 6.05% | 4,791,453 | 307,724 | 6.9% | $2.32亿 | 加仓 |
| AAPL | APPLE INC | $18.69亿 | 3.12% | 6,393,572 | 849,756 | 15.3% | $2.48亿 | 加仓 |
| AGG | ISHARES TR | $16.17亿 | 2.70% | 16,602,475 | 1,676,824 | 11.2% | $1.63亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $13.28亿 | 2.22% | 7,300,993 | 846,638 | 13.1% | $1.54亿 | 加仓 |
| SMTH | ALPS ETF TR | $12.58亿 | 2.10% | 49,724,983 | 7,638,710 | 18.2% | $1.93亿 | 加仓 |
| MSFT | MICROSOFT CORP | $9.51亿 | 1.59% | 2,702,786 | 344,433 | 14.6% | $1.21亿 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.68亿 | 1.45% | 14,600,410 | 1,640,577 | 12.7% | $9,754.84万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $8.59亿 | 1.43% | 16,409,142 | 1,816,215 | 12.4% | $9,503.07万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $8.55亿 | 1.43% | 7,950,998 | 977,439 | 14.0% | $1.05亿 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $8.43亿 | 1.41% | 9,226,406 | 1,525,894 | 19.8% | $1.39亿 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $8.09亿 | 1.35% | 9,685,375 | 561,020 | 6.1% | $4,686.23万 | 加仓 |
| AMZN | AMAZON COM INC | $7.58亿 | 1.27% | 3,364,461 | 436,597 | 14.9% | $9,836.46万 | 加仓 |
| GOOGL | ALPHABET INC | $7.30亿 | 1.22% | 2,300,225 | 197,843 | 9.4% | $6,281.39万 | 加仓 |
| IMTM | ISHARES TR | $7.04亿 | 1.18% | 13,428,393 | 1,448,633 | 12.1% | $7,589.47万 | 加仓 |
| GOVT | ISHARES TR | $5.80亿 | 0.97% | 25,858,813 | 2,903,777 | 12.6% | $6,515.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.80亿 | 0.97% | 623,933 | 431,914 | 224.9% | $4.01亿 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5.23亿 | 0.87% | 5,948,776 | 441,445 | 8.0% | $3,877.61万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $4.93亿 | 0.82% | 9,761,860 | 1,396,699 | 16.7% | $7,050.23万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4.79亿 | 0.80% | 5,369,195 | 689,637 | 14.7% | $6,156.10万 | 加仓 |
| USMV | ISHARES TR | $4.59亿 | 0.77% | 4,702,673 | 332,213 | 7.6% | $3,239.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4.29亿 | 0.72% | 1,833,813 | 278,126 | 17.9% | $6,508.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.24亿 | 0.71% | 592,442 | 12,404 | 2.1% | $887.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.98亿 | 0.67% | 1,335,236 | 70,368 | 5.6% | $2,098.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.94亿 | 0.66% | 573,085 | -8,956 | -1.5% | -$616.08万 | 减仓 |
| AVGO | BROADCOM INC | $3.57亿 | 0.60% | 1,382,139 | 62,999 | 4.8% | $1,626.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.47亿 | 0.58% | 723,113 | -269,418 | -27.1% | -$1.29亿 | 减仓 |
| GOOG | ALPHABET INC | $3.42亿 | 0.57% | 1,011,090 | 160,300 | 18.8% | $5,420.19万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3.34亿 | 0.56% | 11,231,423 | 221,501 | 2.0% | $658.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.23亿 | 0.54% | 986,841 | -88,884 | -8.3% | -$2,906.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.20亿 | 0.53% | 1,346,092 | 198,974 | 17.3% | $4,728.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.17亿 | 0.53% | 1,446,927 | 826 | 0.1% | $18.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.13亿 | 0.52% | 700,511 | 405,497 | 137.5% | $1.81亿 | 加仓 |
| QQQ | INVESCO QQQ TR | $3.06亿 | 0.51% | 431,181 | 1,718 | 0.4% | $121.81万 | 加仓 |
| — | EXXON MOBIL CORP | $2.80亿 | 0.47% | 2,134,401 | 305,977 | 16.7% | $4,009.81万 | 加仓 |
| WMT | WALMART INC | $2.65亿 | 0.44% | 2,363,505 | 408,411 | 20.9% | $4,578.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.59亿 | 0.43% | 2,974,350 | 171,600 | 6.1% | $1,494.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.58亿 | 0.43% | 727,165 | 48,174 | 7.1% | $1,708.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.55亿 | 0.43% | 859,095 | 6,929 | 0.8% | $205.87万 | 加仓 |
| IJR | ISHARES TR | $2.37亿 | 0.40% | 1,631,441 | 168,685 | 11.5% | $2,448.47万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $2.34亿 | 0.39% | 11,587,212 | 1,582,183 | 15.8% | $3,190.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.22亿 | 0.37% | 2,618,622 | 118,968 | 4.8% | $1,008.85万 | 加仓 |
| CSCO | CISCO SYS INC | $2.21亿 | 0.37% | 1,921,618 | -3,877 | -0.2% | -$44.57万 | 减仓 |
| META | META PLATFORMS INC | $2.18亿 | 0.36% | 374,203 | 48,435 | 14.9% | $2,825.42万 | 加仓 |
| CB | CHUBB LIMITED | $2.07亿 | 0.35% | 648,956 | 301,664 | 86.9% | $9,624.05万 | 加仓 |
| LLY | ELI LILLY & CO | $1.97亿 | 0.33% | 183,702 | 22,314 | 13.8% | $2,396.92万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.96亿 | 0.33% | 3,883,899 | 241,443 | 6.6% | $1,216.66万 | 加仓 |
| MTUM | ISHARES TR | $1.96亿 | 0.33% | 607,622 | -6,637 | -1.1% | -$213.56万 | 减仓 |
| IEFA | ISHARES TR | $1.93亿 | 0.32% | 1,993,012 | 19,040 | 1.0% | $184.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.92亿 | 0.32% | 1,411,990 | 156,286 | 12.4% | $2,120.56万 | 加仓 |
| V | VISA INC | $1.89亿 | 0.32% | 611,261 | 18,166 | 3.1% | $562.37万 | 加仓 |
| MRK | MERCK & CO INC | $1.84亿 | 0.31% | 1,625,531 | 193,887 | 13.5% | $2,189.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.82亿 | 0.30% | 2,164,896 | 138,207 | 6.8% | $1,160.03万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.75亿 | 0.29% | 2,831,310 | 11,522 | 0.4% | $71.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.74亿 | 0.29% | 1,131,012 | 99,229 | 9.6% | $1,524.40万 | 加仓 |
| TJX | TJX COS INC NEW | $1.72亿 | 0.29% | 1,188,743 | 198,368 | 20.0% | $2,867.49万 | 加仓 |
| CIEN | CIENA CORP | $1.70亿 | 0.28% | 379,977 | 89,854 | 31.0% | $4,022.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.70亿 | 0.28% | 665,812 | 48,063 | 7.8% | $1,225.81万 | 加仓 |
| SGOV | ISHARES TR | $1.68亿 | 0.28% | 1,670,089 | 210,419 | 14.4% | $2,111.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.67亿 | 0.28% | 2,358,435 | 171,101 | 7.8% | $1,208.90万 | 加仓 |
| BOXX | EA SERIES TRUST | $1.62亿 | 0.27% | 1,383,612 | -22,605 | -1.6% | -$265.38万 | 减仓 |
| GEV | GE VERNOVA INC | $1.62亿 | 0.27% | 153,511 | 14,076 | 10.1% | $1,481.89万 | 加仓 |
| SNDK | SANDISK CORP | $1.59亿 | 0.27% | 84,847 | 54,005 | 175.1% | $1.01亿 | 加仓 |
| GLW | CORNING INC | $1.58亿 | 0.26% | 854,663 | -8,910 | -1.0% | -$164.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.55亿 | 0.26% | 4,807,434 | -172,351 | -3.5% | -$554.87万 | 减仓 |
| IWF | ISHARES TR | $1.54亿 | 0.26% | 1,248,519 | 2,331 | 0.2% | $28.68万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.53亿 | 0.25% | 5,538,941 | -70,775 | -1.3% | -$194.99万 | 减仓 |
| GE | GE AEROSPACE | $1.48亿 | 0.25% | 418,784 | 24,266 | 6.2% | $858.67万 | 加仓 |
| IJH | ISHARES TR | $1.46亿 | 0.24% | 2,044,400 | 29,904 | 1.5% | $214.06万 | 加仓 |
| TSLA | TESLA INC | $1.44亿 | 0.24% | 366,825 | 22,310 | 6.5% | $876.18万 | 加仓 |
| AMGN | AMGEN INC | $1.42亿 | 0.24% | 464,220 | 75,502 | 19.4% | $2,308.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.41亿 | 0.24% | 297,372 | 60,662 | 25.6% | $2,886.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.41亿 | 0.24% | 3,171,700 | 188,005 | 6.3% | $838.69万 | 加仓 |
| IWB | ISHARES TR | $1.36亿 | 0.23% | 336,014 | 2,389 | 0.7% | $96.93万 | 加仓 |
| PEP | PEPSICO INC | $1.35亿 | 0.23% | 1,060,373 | 76,015 | 7.7% | $967.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.35亿 | 0.23% | 3,715,372 | 883,615 | 31.2% | $3,208.21万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.32亿 | 0.22% | 2,629,605 | 361,372 | 15.9% | $1,820.59万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1.31亿 | 0.22% | 1,430,952 | 25,823 | 1.8% | $236.56万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.31亿 | 0.22% | 2,892,296 | -1,154,735 | -28.5% | -$5,233.21万 | 减仓 |
| AUSF | GLOBAL X FDS | $1.31亿 | 0.22% | 2,613,518 | 213,940 | 8.9% | $1,071.63万 | 加仓 |
| MS | MORGAN STANLEY | $1.30亿 | 0.22% | 730,082 | 30,372 | 4.3% | $542.07万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.30亿 | 0.22% | 231,211 | 136,813 | 144.9% | $7,683.57万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.28亿 | 0.21% | 3,727,556 | -84,580 | -2.2% | -$290.87万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.28亿 | 0.21% | 1,868,372 | 162,128 | 9.5% | $1,107.82万 | 加仓 |
| ETN | EATON CORP PLC | $1.28亿 | 0.21% | 314,815 | 41,424 | 15.2% | $1,679.05万 | 加仓 |
| HD | HOME DEPOT INC | $1.26亿 | 0.21% | 442,110 | -63,966 | -12.6% | -$1,819.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.25亿 | 0.21% | 333,742 | 36,574 | 12.3% | $1,369.33万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.24亿 | 0.21% | 3,375,302 | 316,008 | 10.3% | $1,162.59万 | 加仓 |
| SHV | ISHARES TR | $1.22亿 | 0.20% | 1,111,769 | 112,087 | 11.2% | $1,232.72万 | 加仓 |
| IWD | ISHARES TR | $1.22亿 | 0.20% | 494,171 | -3,707 | -0.7% | -$91.50万 | 减仓 |
| IEMG | ISHARES INC | $1.22亿 | 0.20% | 1,502,015 | -72,717 | -4.6% | -$588.58万 | 减仓 |
| CAT | CATERPILLAR INC | $1.20亿 | 0.20% | 182,074 | 8,613 | 5.0% | $569.89万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1.19亿 | 0.20% | 1,999,136 | 177,087 | 9.7% | $1,055.22万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.19亿 | 0.20% | 3,315,880 | -102,935 | -3.0% | -$368.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.18亿 | 0.20% | 565,065 | 77,843 | 16.0% | $1,629.09万 | 加仓 |
| ABBV | ABBVIE INC | $1.17亿 | 0.20% | 576,543 | 36,002 | 6.7% | $733.12万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1.17亿 | 0.20% | 1,245,164 | -40,551 | -3.2% | -$381.50万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.17亿 | 0.19% | 1,055,522 | 450,277 | 74.4% | $4,976.27万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.14亿 | 0.19% | 1,948,930 | 36,032 | 1.9% | $211.00万 | 加仓 |
| T | AT&T INC | $1.13亿 | 0.19% | 5,454,848 | 1,409,992 | 34.9% | $2,922.42万 | 加仓 |
| RTX | RTX CORPORATION | $1.11亿 | 0.19% | 739,028 | 34,161 | 4.8% | $514.07万 | 加仓 |