Wealth Enhancement Trust Services, Inc.
SIOUX FALLS SD · SEC CIK 0002067696
$8.26亿2026Q1 申报市值
779持仓数
30.9%前十大占比 · 第一大 6.5%
92 / 31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
IVV 加仓+$627.54万
USVM 加仓+$431.14万
RSP 新建仓+$418.60万
NVDA 加仓+$354.50万
PYLD 加仓+$247.82万
2026Q1 卖出最多 按季末市值估算
DXJ 减仓-$277.42万
DWAS 减仓-$183.98万
ADSK 减仓-$139.55万
SPHQ 减仓-$132.27万
CRM 减仓-$104.01万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $5.88万 | 0.01% | 918 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $5.95万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $5.95万 | 0.01% | 1,295 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $5.96万 | 0.01% | 250 | -20 | -7.4% | -$4,764 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6.05万 | 0.01% | 1,553 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $6.09万 | 0.01% | 579 | 27 | 4.9% | $2,838 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6.14万 | 0.01% | 53 | 1 | 1.9% | $1,159 | 加仓 |
| EQT | EQT CORP | $6.16万 | 0.01% | 968 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.32万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6.44万 | 0.01% | 897 | -21 | -2.3% | -$1,508 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $6.47万 | 0.01% | 1,306 | -681 | -34.3% | -$3.37万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $6.57万 | 0.01% | 538 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $6.57万 | 0.01% | 595 | 595 | — | $6.57万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $6.58万 | 0.01% | 148 | 4 | 2.8% | $1,778 | 加仓 |
| — | QORVO INC | $6.58万 | 0.01% | 850 | 850 | — | $6.58万 | 新建仓 |
| IWD | ISHARES TR | $6.60万 | 0.01% | 309 | -171 | -35.6% | -$3.65万 | 减仓 |
| USSG | DBX ETF TR | $6.61万 | 0.01% | 1,108 | 855 | 337.9% | $5.10万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $6.67万 | 0.01% | 678 | -90 | -11.7% | -$8,854 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $6.67万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6.70万 | 0.01% | 694 | -28 | -3.9% | -$2,703 | 减仓 |
| DEO | DIAGEO PLC | $6.82万 | 0.01% | 916 | 528 | 136.1% | $3.93万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $6.86万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $6.88万 | 0.01% | 2,573 | 1,041 | 68.0% | $2.78万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6.92万 | 0.01% | 245 | -70 | -22.2% | -$1.98万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $6.93万 | 0.01% | 2,775 | 2,775 | — | $6.93万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6.96万 | 0.01% | 770 | 770 | — | $6.96万 | 新建仓 |
| BIIB | BIOGEN INC | $6.97万 | 0.01% | 380 | 380 | — | $6.97万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $7.06万 | 0.01% | 2,459 | -8 | -0.3% | -$230 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $7.14万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $7.23万 | 0.01% | 915 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $7.33万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $7.34万 | 0.01% | 778 | 778 | — | $7.34万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $7.38万 | 0.01% | 1,135 | 317 | 38.8% | $2.06万 | 加仓 |
| CTAS | CINTAS CORP | $7.41万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $7.44万 | 0.01% | 1,497 | 29 | 2.0% | $1,441 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $7.48万 | 0.01% | 342 | 160 | 87.9% | $3.50万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $7.49万 | 0.01% | 3,261 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $7.70万 | 0.01% | 5,696 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $7.71万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7.72万 | 0.01% | 1,574 | 69 | 4.6% | $3,382 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $7.73万 | 0.01% | 3,426 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $7.77万 | 0.01% | 2,647 | -300 | -10.2% | -$8,811 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.81万 | 0.01% | 1,288 | -232 | -15.3% | -$1.41万 | 减仓 |
| CWB | SPDR SERIES TRUST | $7.82万 | 0.01% | 854 | 8 | 0.9% | $732 | 加仓 |
| HAL | HALLIBURTON CO | $7.83万 | 0.01% | 2,007 | 0 | 0.0% | — | 不变 |
| RISR | TIDAL TRUST I | $7.91万 | 0.01% | 2,183 | -49 | -2.2% | -$1,775 | 减仓 |
| KR | KROGER CO | $7.95万 | 0.01% | 1,098 | -319 | -22.5% | -$2.31万 | 减仓 |
| FTV | FORTIVE CORP | $7.95万 | 0.01% | 1,439 | -141 | -8.9% | -$7,794 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8.07万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $8.09万 | 0.01% | 684 | -2 | -0.3% | -$236 | 减仓 |
| CDE | COEUR MNG INC | $8.09万 | 0.01% | 4,309 | 4,309 | — | $8.09万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $8.09万 | 0.01% | 7,660 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $8.15万 | 0.01% | 4,524 | 0 | 0.0% | — | 不变 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $8.22万 | 0.01% | 3,218 | -45 | -1.4% | -$1,149 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.26万 | 0.01% | 212 | 12 | 6.0% | $4,674 | 加仓 |
| EOG | EOG RES INC | $8.28万 | 0.01% | 573 | 7 | 1.2% | $1,012 | 加仓 |
| NULG | NUSHARES ETF TR | $8.37万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8.37万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $8.40万 | 0.01% | 466 | 11 | 2.4% | $1,982 | 加仓 |
| NKE | NIKE INC | $8.46万 | 0.01% | 1,602 | -285 | -15.1% | -$1.51万 | 减仓 |
| UI | UBIQUITI INC | $8.54万 | 0.01% | 108 | 3 | 2.9% | $2,371 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $8.55万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $8.56万 | 0.01% | 704 | -6,111 | -89.7% | -$74.27万 | 减仓 |
| KEY | KEYCORP | $8.58万 | 0.01% | 4,279 | 96 | 2.3% | $1,925 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $8.65万 | 0.01% | 2,600 | -300 | -10.3% | -$9,984 | 减仓 |
| MCK | MCKESSON CORP | $8.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $8.66万 | 0.01% | 242 | -105 | -30.3% | -$3.76万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $8.67万 | 0.01% | 2,631 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $8.71万 | 0.01% | 1,101 | -269 | -19.6% | -$2.13万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $8.72万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $8.94万 | 0.01% | 661 | -25 | -3.6% | -$3,381 | 减仓 |
| EFG | ISHARES TR | $8.97万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $8.97万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $9.04万 | 0.01% | 1,122 | 21 | 1.9% | $1,692 | 加仓 |
| FAST | FASTENAL CO | $9.10万 | 0.01% | 1,962 | -193 | -9.0% | -$8,955 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $9.15万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $9.16万 | 0.01% | 3,000 | 898 | 42.7% | $2.74万 | 加仓 |
| IDXX | IDEXX LABS INC | $9.27万 | 0.01% | 165 | 5 | 3.1% | $2,809 | 加仓 |
| — | ELECTRONIC ARTS INC | $9.34万 | 0.01% | 458 | 53 | 13.1% | $1.08万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $9.35万 | 0.01% | 3,205 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $9.40万 | 0.01% | 950 | 55 | 6.1% | $5,441 | 加仓 |
| MDYG | SPDR SERIES TRUST | $9.67万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $9.70万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $9.74万 | 0.01% | 470 | 39 | 9.0% | $8,086 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9.80万 | 0.01% | 2,666 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $9.91万 | 0.01% | 414 | -5,829 | -93.4% | -$139.55万 | 减仓 |
| TGT | TARGET CORP | $9.94万 | 0.01% | 820 | -14 | -1.7% | -$1,697 | 减仓 |
| WMB | WILLIAMS COS INC | $10.01万 | 0.01% | 1,375 | 31 | 2.3% | $2,256 | 加仓 |
| IVZ | INVESCO LTD | $10.01万 | 0.01% | 4,123 | 94 | 2.3% | $2,283 | 加仓 |
| WM | WASTE MGMT INC DEL | $10.13万 | 0.01% | 441 | -18 | -3.9% | -$4,136 | 减仓 |
| ET | ENERGY TRANSFER L P | $10.31万 | 0.01% | 5,344 | 5,344 | — | $10.31万 | 新建仓 |
| TRIN | TRINITY CAP INC | $10.34万 | 0.01% | 7,027 | 7,027 | — | $10.34万 | 新建仓 |
| NVS | NOVARTIS AG | $10.37万 | 0.01% | 679 | -75 | -9.9% | -$1.15万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $10.42万 | 0.01% | 250 | 5 | 2.0% | $2,084 | 加仓 |
| ACWV | ISHARES INC | $10.82万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $10.87万 | 0.01% | 5,060 | -4,463 | -46.9% | -$9.59万 | 减仓 |
| UL | UNILEVER PLC | $10.88万 | 0.01% | 1,910 | 1,910 | — | $10.88万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $10.91万 | 0.01% | 1,971 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.05万 | 0.01% | 756 | -723 | -48.9% | -$10.57万 | 减仓 |
| ASML | ASML HLDG NV | $11.16万 | 0.01% | 85 | 8 | 10.4% | $1.05万 | 加仓 |