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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $118.22万 | 0.14% | 12,166 | -254 | -2.0% | -$2.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $118.43万 | 0.14% | 24,293 | 6,933 | 39.9% | $33.80万 | 加仓 |
| PSX | PHILLIPS 66 | $120.57万 | 0.15% | 6,618 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $123.42万 | 0.15% | 13,133 | -11 | -0.1% | -$1,034 | 减仓 |
| TW | TRADEWEB MKTS INC | $124.43万 | 0.15% | 10,575 | 4,888 | 86.0% | $57.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $128.21万 | 0.16% | 3,795 | 3,795 | — | $128.21万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $129.56万 | 0.16% | 6,064 | 5,858 | 2,843.7% | $125.16万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $130.23万 | 0.16% | 4,483 | -76 | -1.7% | -$2.21万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $132.09万 | 0.16% | 15,569 | 8,372 | 116.3% | $71.03万 | 加仓 |
| ALAB | ASTERA LABS INC | $132.34万 | 0.16% | 12,075 | -262 | -2.1% | -$2.87万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $133.59万 | 0.16% | 25,310 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $133.97万 | 0.16% | 12,621 | 1,200 | 10.5% | $12.74万 | 加仓 |
| VRSN | VERISIGN INC | $135.18万 | 0.16% | 5,443 | 1,974 | 56.9% | $49.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $137.34万 | 0.17% | 7,000 | -105 | -1.5% | -$2.06万 | 减仓 |
| SHM | SPDR SERIES TRUST | $137.80万 | 0.17% | 28,810 | 2,653 | 10.1% | $12.69万 | 加仓 |
| WWD | WOODWARD INC | $138.77万 | 0.17% | 3,877 | 27 | 0.7% | $9,664 | 加仓 |
| DIS | DISNEY WALT CO | $143.02万 | 0.17% | 14,839 | -9,166 | -38.2% | -$88.34万 | 减仓 |
| TRGP | TARGA RES CORP | $143.32万 | 0.17% | 5,716 | -956 | -14.3% | -$23.97万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $143.42万 | 0.17% | 4,899 | -9 | -0.2% | -$2,635 | 减仓 |
| CB | CHUBB LTD SWITZ | $149.05万 | 0.18% | 4,573 | 4,484 | 5,038.2% | $146.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $149.28万 | 0.18% | 23,904 | -378 | -1.6% | -$2.36万 | 减仓 |
| CSCO | CISCO SYS INC | $150.84万 | 0.18% | 19,441 | -130 | -0.7% | -$1.01万 | 减仓 |
| GEV | GE VERNOVA INC | $155.11万 | 0.19% | 1,777 | -84 | -4.5% | -$7.33万 | 减仓 |
| CAT | CATERPILLAR INC | $158.13万 | 0.19% | 2,232 | 986 | 79.1% | $69.85万 | 加仓 |
| DON | WISDOMTREE TR | $162.57万 | 0.20% | 30,943 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $162.92万 | 0.20% | 30,613 | 329 | 1.1% | $1.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $165.95万 | 0.20% | 8,158 | 1,786 | 28.0% | $36.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $165.97万 | 0.20% | 4,911 | 3,711 | 309.2% | $125.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $166.34万 | 0.20% | 1,858 | 424 | 29.6% | $37.96万 | 加仓 |
| MELI | MERCADOLIBRE INC | $169.79万 | 0.21% | 982 | 184 | 23.1% | $31.81万 | 加仓 |
| APH | AMPHENOL CORP | $170.14万 | 0.21% | 13,466 | 4,376 | 48.1% | $55.29万 | 加仓 |
| DHI | D R HORTON INC | $170.54万 | 0.21% | 12,428 | -1,710 | -12.1% | -$23.46万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $174.29万 | 0.21% | 29,431 | -10,181 | -25.7% | -$60.29万 | 减仓 |
| LOW | LOWES COS INC | $176.80万 | 0.21% | 7,483 | 1,358 | 22.2% | $32.09万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $176.89万 | 0.21% | 13,502 | -401 | -2.9% | -$5.25万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $180.28万 | 0.22% | 19,530 | 10,425 | 114.5% | $96.23万 | 加仓 |
| MCD | MCDONALDS CORP | $180.35万 | 0.22% | 5,803 | -19 | -0.3% | -$5,905 | 减仓 |
| GOVT | ISHARES TR | $183.81万 | 0.22% | 80,233 | 2,087 | 2.7% | $4.78万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $184.82万 | 0.22% | 38,853 | 100 | 0.3% | $4,757 | 加仓 |
| WELL | WELLTOWER INC | $186.10万 | 0.23% | 9,413 | 560 | 6.3% | $11.07万 | 加仓 |
| AIR | AAR CORP | $187.17万 | 0.23% | 17,099 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $188.18万 | 0.23% | 36,056 | 3,656 | 11.3% | $19.08万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $188.23万 | 0.23% | 62,287 | 7,040 | 12.7% | $21.27万 | 加仓 |
| IVW | ISHARES TR | $195.84万 | 0.24% | 17,314 | 670 | 4.0% | $7.58万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $202.46万 | 0.24% | 69,502 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $204.79万 | 0.25% | 9,416 | 1,791 | 23.5% | $38.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $207.83万 | 0.25% | 21,492 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $211.83万 | 0.26% | 9,775 | 2,375 | 32.1% | $51.47万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $215.89万 | 0.26% | 18,734 | 71 | 0.4% | $8,182 | 加仓 |
| AMGN | AMGEN INC | $215.93万 | 0.26% | 6,137 | 1,323 | 27.5% | $46.55万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $219.08万 | 0.27% | 37,850 | 113 | 0.3% | $6,540 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $234.52万 | 0.28% | 43,389 | 17,090 | 65.0% | $92.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $256.83万 | 0.31% | 610 | -88 | -12.6% | -$37.05万 | 减仓 |
| USMV | ISHARES TR | $260.78万 | 0.32% | 28,120 | 11,980 | 74.2% | $111.10万 | 加仓 |
| DHR | DANAHER CORP DEL | $261.52万 | 0.32% | 13,793 | -294 | -2.1% | -$5.57万 | 减仓 |
| VSEC | VSE CORP | $263.14万 | 0.32% | 14,270 | -270 | -1.9% | -$4.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $265.16万 | 0.32% | 16,540 | 1,147 | 7.5% | $18.39万 | 加仓 |
| PYLD | PIMCO ETF TR | $272.29万 | 0.33% | 103,926 | 94,588 | 1,012.9% | $247.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $276.61万 | 0.33% | 95,120 | -25,542 | -21.2% | -$74.28万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $277.43万 | 0.34% | 27,022 | 2,300 | 9.3% | $23.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $278.18万 | 0.34% | 8,466 | 712 | 9.2% | $23.40万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $279.51万 | 0.34% | 57,125 | 27,675 | 94.0% | $135.41万 | 加仓 |
| IGSB | ISHARES TR | $280.59万 | 0.34% | 53,384 | 17,704 | 49.6% | $93.05万 | 加仓 |
| LIN | LINDE PLC | $283.38万 | 0.34% | 5,716 | 266 | 4.9% | $13.19万 | 加仓 |
| IEFA | ISHARES TR | $290.02万 | 0.35% | 32,036 | 14,574 | 83.5% | $131.94万 | 加仓 |
| INTU | INTUIT | $291.38万 | 0.35% | 6,739 | 3,091 | 84.7% | $133.65万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $291.42万 | 0.35% | 45,104 | -3,126 | -6.5% | -$20.20万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $301.30万 | 0.36% | 6,898 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $302.89万 | 0.37% | 8,862 | 3,123 | 54.4% | $106.74万 | 加仓 |
| RTX | RTX CORPORATION | $304.78万 | 0.37% | 15,800 | 2,544 | 19.2% | $49.07万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $306.26万 | 0.37% | 45,092 | 34,043 | 308.1% | $231.22万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $318.80万 | 0.39% | 39,548 | 28,613 | 261.7% | $230.65万 | 加仓 |
| TJX | TJX COS INC NEW | $324.81万 | 0.39% | 20,339 | 2,062 | 11.3% | $32.93万 | 加仓 |
| DE | DEERE & CO | $335.33万 | 0.41% | 5,953 | 1,705 | 40.1% | $96.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $342.81万 | 0.41% | 5,672 | 288 | 5.3% | $17.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $345.67万 | 0.42% | 23,932 | -260 | -1.1% | -$3.76万 | 减仓 |
| — | HONEYWELL INTL INC | $351.50万 | 0.43% | 15,551 | 6,079 | 64.2% | $137.40万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $379.87万 | 0.46% | 75,416 | 28,912 | 62.2% | $145.63万 | 加仓 |
| BIL | SPDR SERIES TRUST | $384.84万 | 0.47% | 41,995 | -10,787 | -20.4% | -$98.85万 | 减仓 |
| IWO | ISHARES TR | $390.41万 | 0.47% | 12,441 | -1,153 | -8.5% | -$36.18万 | 减仓 |
| NFLX | NETFLIX INC. | $394.94万 | 0.48% | 41,075 | 14,937 | 57.1% | $143.62万 | 加仓 |
| MRK | MERCK & CO INC | $417.62万 | 0.51% | 34,718 | -82 | -0.2% | -$9,864 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $418.60万 | 0.51% | 21,811 | 21,811 | — | $418.60万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $430.36万 | 0.52% | 85,034 | -16,172 | -16.0% | -$81.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $480.01万 | 0.58% | 15,869 | -1,640 | -9.4% | -$49.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $480.73万 | 0.58% | 23,235 | 1,010 | 4.5% | $20.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $493.85万 | 0.60% | 19,190 | 187 | 1.0% | $4.81万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $501.53万 | 0.61% | 98,339 | 222 | 0.2% | $1.13万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $504.42万 | 0.61% | 53,277 | 45,537 | 588.3% | $431.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $514.90万 | 0.62% | 11,170 | 1,571 | 16.4% | $72.42万 | 加仓 |
| IJR | ISHARES TR | $517.95万 | 0.63% | 41,666 | -955 | -2.2% | -$11.87万 | 减仓 |
| AGG | ISHARES TR | $525.57万 | 0.64% | 52,943 | 56 | 0.1% | $5,559 | 加仓 |
| ICSH | ISHARES TR | $527.01万 | 0.64% | 104,111 | -18,000 | -14.7% | -$91.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $531.04万 | 0.64% | 10,628 | 1,031 | 10.7% | $51.51万 | 加仓 |
| PEP | PEPSICO INC | $552.16万 | 0.67% | 35,557 | -855 | -2.3% | -$13.28万 | 减仓 |
| — | EXXON MOBIL CORP | $559.28万 | 0.68% | 32,965 | 981 | 3.1% | $16.64万 | 加仓 |
| META | META PLATFORMS INC | $568.94万 | 0.69% | 9,944 | 447 | 4.7% | $25.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $616.77万 | 0.75% | 33,469 | 216 | 0.6% | $3.98万 | 加仓 |
| LLY | ELI LILLY & CO | $618.27万 | 0.75% | 6,722 | -410 | -5.7% | -$37.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $652.56万 | 0.79% | 6,549 | 577 | 9.7% | $57.49万 | 加仓 |