13F 机构持仓

Wealth Enhancement Trust Services, Inc.

SIOUX FALLS SD · SEC CIK 0002067696

2026Q22026Q1 更早 9 个季度 🔒
$9.00亿2026Q2 申报市值
1,529持仓数
30.4%前十大占比 · 第一大 6.2%
761 / 31新建仓 / 清仓
申报市值走势$9.00亿2026Q2
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

TWO RDS SHARED 6.2%
SPHQ 4.2%
AAPL 3.4%
NVDA 2.9%
RLY 2.6%
GOOGL 2.5%
MSFT 2.4%
SPY 2.3%
IVV 2.1%
DXJ 1.9%

2026Q2 买入最多 按季末市值估算

IYW 新建仓+$811.40万
IVV 加仓+$367.78万
JMOM 加仓+$235.96万
NBCM 加仓+$216.58万
TWO RDS SHARED T 加仓+$205.85万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$620.52万
ALAB 减仓-$453.80万
RSP 减仓-$421.94万
GOOGL 减仓-$363.02万
HONEYWELL INTL I 清仓-$351.50万

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
TER TERADYNE INC $10.50万0.01%217 197985.0% $9.53万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $10.50万0.01%300 5522.4% $1.93万 加仓
SDY SPDR SERIES TRUST $10.74万0.01%706 -223-24.0% -$3.39万 减仓
HSBC HSBC HLDGS PLC $10.75万0.01%1,130 820264.5% $7.80万 加仓
NULG NUSHARES ETF TR $10.77万0.01%920 00.0% — 不变
DIVO AMPLIFY ETF TR $10.81万0.01%2,365 -1,592-40.2% -$7.28万 减仓
VGLT VANGUARD SCOTTSDALE FDS $10.88万0.01%1,971 00.0% — 不变
ACWV ISHARES INC $10.88万0.01%905 00.0% — 不变
UL UNILEVER PLC $11.15万0.01%1,854 -56-2.9% -$3,367 减仓
AFL AFLAC INC $11.24万0.01%959 -85-8.1% -$9,966 减仓
MAA MID-AMER APT CMNTYS INC $11.53万0.01%830 29254.3% $4.06万 加仓
IEMG ISHARES INC $11.59万0.01%1,399 65989.1% $5.46万 加仓
NOC NORTHROP GRUMMAN CORP $11.61万0.01%228 157.0% $7,640 加仓
TGT TARGET CORP $11.86万0.01%908 8810.7% $1.15万 加仓
NXPI NXP SEMICONDUCTORS N V $11.94万0.01%425 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $12.18万0.01%248 -2-0.8% -$982 减仓
CPRT COPART INC $12.31万0.01%4,366 3669.2% $1.03万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $12.49万0.01%950 00.0% — 不变
MDYG SPDR SERIES TRUST $12.54万0.01%1,119 11111.0% $1.24万 加仓
TRIN TRINITY CAP INC $12.57万0.01%7,027 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $12.63万0.01%2,698 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $12.78万0.01%2,677 773.0% $3,677 加仓
— WARNER BROS DISCOVERY INC $13.06万0.01%4,900 -6,175-55.8% -$16.46万 减仓
COHR COHERENT CORP $13.18万0.01%334 8433.6% $3.31万 加仓
BALT INNOVATOR ETFS TRUST $13.19万0.01%3,850 1,17043.7% $4.01万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $13.20万0.01%1,628 1,628— $13.20万 新建仓
VBR VANGUARD INDEX FDS $13.24万0.01%545 -16-2.9% -$3,888 减仓
IVZ INVESCO LTD $13.26万0.01%5,025 90221.9% $2.38万 加仓
PRU PRUDENTIAL FINL INC $13.37万0.01%1,239 948.2% $1.01万 加仓
HDEF DBX ETF TR $13.46万0.01%4,189 -1,595-27.6% -$5.13万 减仓
ADBE ADOBE INC $13.46万0.01%657 -3,307-83.4% -$67.77万 减仓
SHOP SHOPIFY INC $13.47万0.01%1,180 00.0% — 不变
VEEV VEEVA SYS INC $13.49万0.01%760 425.8% $7,454 加仓
DWAS INVESCO EXCH TRADED FD TR II $13.55万0.02%1,064 -3,241-75.3% -$41.26万 减仓
ALL ALLSTATE CORP $13.71万0.02%576 10622.6% $2.52万 加仓
CAH CARDINAL HEALTH INC $13.85万0.02%583 -14-2.3% -$3,326 减仓
BMY BRISTOL-MYERS SQUIBB CO $13.90万0.02%2,412 1,12487.3% $6.48万 加仓
CVS CVS HEALTH CORP $13.91万0.02%1,345 44849.9% $4.63万 加仓
PYPL PAYPAL HLDGS INC $14.15万0.02%3,277 -522-13.7% -$2.25万 减仓
SPIB SPDR SERIES TRUST $14.36万0.02%4,292 3,406384.4% $11.40万 加仓
PSI INVESCO EXCHANGE TRADED FD T $14.61万0.02%778 00.0% — 不变
VALE VALE S A $14.67万0.02%9,751 6,751225.0% $10.15万 加仓
AME AMETEK INC $14.83万0.02%613 478.3% $1.14万 加仓
VRTX VERTEX PHARMACEUTICALS INC $15.20万0.02%306 -2-0.6% -$993 减仓
FDX FEDEX CORP $15.31万0.02%489 8220.1% $2.57万 加仓
MGEE MGE ENERGY INC $15.50万0.02%1,901 181.0% $1,468 加仓
SAP SAP SE $15.63万0.02%1,014 00.0% — 不变
SOXX ISHARES TR $15.63万0.02%244 -131-34.9% -$8.39万 减仓
EBAY EBAY INC. $15.72万0.02%1,407 -1-0.1% -$112 减仓
IAU ISHARES GOLD TR $15.74万0.02%2,085 80.4% $604 加仓
CRWD CROWDSTRIKE HLDGS INC $16.14万0.02%212 00.0% — 不变
MDYV SPDR SERIES TRUST $16.16万0.02%1,704 00.0% — 不变
TRV TRAVELERS COMPANIES INC $16.21万0.02%491 441882.0% $14.56万 加仓
HL HECLA MINING COMPANY $16.68万0.02%10,812 4,56173.0% $7.04万 加仓
ASML ASML HLDG NV $16.81万0.02%85 00.0% — 不变
RMD RESMED INC $16.84万0.02%864 364.3% $7,016 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $17.21万0.02%8,796 1021.2% $1,996 加仓
GE GE AEROSPACE $17.30万0.02%463 301185.8% $11.25万 加仓
LH LABCORP HOLDINGS INC $17.50万0.02%625 00.0% — 不变
DVN DEVON ENERGY CORP NEW $17.56万0.02%4,249 84024.6% $3.47万 加仓
PRFZ INVESCO EXCHANGE TRADED FD T $17.81万0.02%3,193 00.0% — 不变
AZO AUTOZONE INC $17.90万0.02%56 00.0% — 不变
KOF COCA-COLA FEMSA SAB DE CV $17.99万0.02%1,693 1,693— $17.99万 新建仓
CCI CROWN CASTLE INC $18.09万0.02%2,389 00.0% — 不变
IRM IRON MTN INC DEL $18.45万0.02%1,461 15411.8% $1.95万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $18.61万0.02%1,455 1,455— $18.61万 新建仓
BOKF BOK FINL CORP $18.86万0.02%1,358 00.0% — 不变
CTVA CORTEVA INC $18.97万0.02%2,240 -140-5.9% -$1.19万 减仓
HFSI HARTFORD FDS EXCHANGE TRADED $19.25万0.02%5,474 80117.1% $2.82万 加仓
FISV FISERV INC $19.31万0.02%3,936 -8,386-68.1% -$41.13万 减仓
T AT&T INC $19.61万0.02%9,474 1,30115.9% $2.69万 加仓
VTES VANGUARD WELLINGTON FD $19.96万0.02%1,970 00.0% — 不变
NDAQ NASDAQ INC $20.18万0.02%2,560 -980-27.7% -$7.72万 减仓
CRM SALESFORCE INC $20.45万0.02%1,305 -206-13.6% -$3.23万 减仓
VCSH VANGUARD SCOTTSDALE FDS $20.55万0.02%2,600 00.0% — 不变
DES WISDOMTREE TR $20.55万0.02%5,052 00.0% — 不变
ACN ACCENTURE PLC IRELAND $20.99万0.02%1,687 90.5% $1,120 加仓
CI THE CIGNA GROUP $21.23万0.02%770 -24-3.0% -$6,616 减仓
NUBD NUSHARES ETF TR $21.28万0.02%9,613 00.0% — 不变
NSC NORFOLK SOUTHN CORP $21.55万0.02%685 -280-29.0% -$8.81万 减仓
CSR CENTERSPACE $21.67万0.02%3,857 -3-0.1% -$169 减仓
JEPI J P MORGAN EXCHANGE TRADED F $22.13万0.02%3,918 3,918— $22.13万 新建仓
PHO INVESCO EXCHANGE TRADED FD T $22.22万0.02%3,216 00.0% — 不变
B BARRICK MNG CORP $22.45万0.02%6,112 00.0% — 不变
PHM PULTE GROUP INC $22.46万0.02%1,637 -1-0.1% -$137 减仓
PFE PFIZER INC $22.71万0.03%9,430 1,03312.3% $2.49万 加仓
RSG REPUBLIC SVCS INC $22.74万0.03%1,067 -53-4.7% -$1.13万 减仓
SUSL ISHARES TR $24.08万0.03%1,814 00.0% — 不变
SPAB SPDR SERIES TRUST $24.53万0.03%9,613 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $24.57万0.03%426 81.9% $4,614 加仓
HTRB HARTFORD FDS EXCHANGE TRADED $24.88万0.03%7,374 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $24.96万0.03%601 6011.1% $2.49万 加仓
BABA ALIBABA GROUP HLDG LTD $25.50万0.03%2,657 2,657— $25.50万 新建仓
VBK VANGUARD INDEX FDS $25.78万0.03%705 345.1% $1.24万 加仓
BTI BRITISH AMERN TOB PLC $25.93万0.03%4,198 1,78674.0% $11.03万 加仓
IFLN INVESCO EXCH TRADED FD TR II $25.93万0.03%14,179 -1,098-7.2% -$2.01万 减仓
IWN ISHARES TR $25.95万0.03%1,173 20621.3% $4.56万 加仓
PGR PROGRESSIVE CORP $26.04万0.03%1,192 -205-14.7% -$4.48万 减仓
DFAI DIMENSIONAL ETF TRUST $26.80万0.03%6,497 4,944318.4% $20.39万 加仓
SHV ISHARES TR $26.84万0.03%2,432 00.0% — 不变