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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $701.40万 | 0.85% | 226,552 | -1,907 | -0.8% | -$5.90万 | 减仓 |
| IMTM | ISHARES TR | $704.48万 | 0.85% | 146,705 | 14,481 | 11.0% | $69.54万 | 加仓 |
| — | TWO RDS SHARED TR | $706.18万 | 0.85% | 422,107 | -18,561 | -4.2% | -$31.05万 | 减仓 |
| IEF | ISHARES TR | $730.67万 | 0.88% | 76,558 | 348 | 0.5% | $3.32万 | 加仓 |
| GOOG | ALPHABET INC | $740.50万 | 0.90% | 25,814 | -258 | -1.0% | -$7.40万 | 减仓 |
| WMT | WALMART INC | $817.25万 | 0.99% | 65,759 | -314 | -0.5% | -$3.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $877.68万 | 1.06% | 14,688 | -1,595 | -9.8% | -$95.31万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $881.66万 | 1.07% | 85,292 | -5,906 | -6.5% | -$61.05万 | 减仓 |
| AVGO | BROADCOM INC | $890.43万 | 1.08% | 28,769 | 7,966 | 38.3% | $246.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $900.93万 | 1.09% | 18,801 | -177 | -0.9% | -$8.48万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $920.82万 | 1.11% | 119,417 | -1,177 | -1.0% | -$9.08万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $940.02万 | 1.14% | 366,624 | 3,726 | 1.0% | $9.55万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $946.84万 | 1.15% | 190,090 | 15,293 | 8.7% | $76.17万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,016.74万 | 1.23% | 131,736 | 2,915 | 2.3% | $22.50万 | 加仓 |
| SMLF | ISHARES TR | $1,017.02万 | 1.23% | 134,722 | -7,242 | -5.1% | -$54.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,051.43万 | 1.27% | 43,014 | 421 | 1.0% | $10.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,235.15万 | 1.49% | 41,989 | 808 | 2.0% | $23.77万 | 加仓 |
| AMZN | AMAZON COM INC | $1,321.60万 | 1.60% | 63,456 | 3,979 | 6.7% | $82.87万 | 加仓 |
| IVV | ISHARES TR | $1,324.32万 | 1.60% | 20,274 | 9,607 | 90.1% | $627.54万 | 加仓 |
| V | VISA INC | $1,367.00万 | 1.65% | 45,229 | -295 | -0.6% | -$8.92万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 1.74% | 20 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $1,587.77万 | 1.92% | 100,124 | -17,494 | -14.9% | -$277.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,644.38万 | 1.99% | 25,285 | -65 | -0.3% | -$4.23万 | 减仓 |
| GOOGL | ALPHABET INC | $2,098.30万 | 2.54% | 72,969 | 2,853 | 4.1% | $82.04万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $2,245.00万 | 2.72% | 621,024 | 22,121 | 3.7% | $79.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,260.95万 | 2.74% | 61,079 | 4,868 | 8.7% | $180.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,791.71万 | 3.38% | 160,075 | 20,327 | 14.5% | $354.50万 | 加仓 |
| AAPL | APPLE INC | $2,954.71万 | 3.58% | 116,423 | 5,615 | 5.1% | $142.50万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,216.98万 | 3.89% | 427,847 | -17,591 | -3.9% | -$132.27万 | 减仓 |
| — | TWO RDS SHARED TR | $5,339.41万 | 6.46% | 5,731,813 | -63,727 | -1.1% | -$59.36万 | 减仓 |