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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $49.19万 | 0.06% | 1,849 | -12 | -0.6% | -$3,192 | 减仓 |
| TSLA | TESLA INC | $48.66万 | 0.06% | 1,309 | 761 | 138.9% | $28.29万 | 加仓 |
| C | CITIGROUP INC | $47.50万 | 0.06% | 4,188 | 1,782 | 74.1% | $20.21万 | 加仓 |
| EMR | EMERSON ELEC CO | $46.89万 | 0.06% | 3,579 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $46.30万 | 0.06% | 3,322 | 1,485 | 80.8% | $20.70万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.22万 | 0.05% | 1,671 | 237 | 16.5% | $6.41万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $44.60万 | 0.05% | 2,836 | 1,885 | 198.2% | $29.65万 | 加仓 |
| NUSC | NUSHARES ETF TR | $44.24万 | 0.05% | 9,818 | 210 | 2.2% | $9,463 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $44.18万 | 0.05% | 9,762 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $44.05万 | 0.05% | 9,143 | 9,143 | — | $44.05万 | 新建仓 |
| IEI | ISHARES TR | $44.04万 | 0.05% | 3,713 | 171 | 4.8% | $2.03万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $43.59万 | 0.05% | 11,052 | 1,238 | 12.6% | $4.88万 | 加仓 |
| MS | MORGAN STANLEY | $43.31万 | 0.05% | 2,632 | 1,937 | 278.7% | $31.88万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.28万 | 0.05% | 3,459 | 3,459 | — | $43.28万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $42.46万 | 0.05% | 3,896 | -1,230 | -24.0% | -$13.40万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $42.39万 | 0.05% | 4,305 | -18,683 | -81.3% | -$183.98万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $42.12万 | 0.05% | 4,761 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $41.84万 | 0.05% | 5,682 | 1,397 | 32.6% | $10.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $41.78万 | 0.05% | 761 | 379 | 99.2% | $20.81万 | 加仓 |
| CSX | CSX CORP | $41.46万 | 0.05% | 10,101 | 7,320 | 263.2% | $30.05万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.92万 | 0.05% | 1,572 | 881 | 127.5% | $22.93万 | 加仓 |
| BA | BOEING CO | $40.40万 | 0.05% | 2,030 | 845 | 71.3% | $16.82万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $39.70万 | 0.05% | 7,779 | 122 | 1.6% | $6,226 | 加仓 |
| LRGF | ISHARES TR | $38.23万 | 0.05% | 5,793 | -1,423 | -19.7% | -$9.39万 | 减仓 |
| ESGU | ISHARES TR | $37.90万 | 0.05% | 2,680 | 66 | 2.5% | $9,334 | 加仓 |
| WFC | WELLS FARGO & CO | $37.78万 | 0.05% | 4,746 | 2,379 | 100.5% | $18.94万 | 加仓 |
| USB | US BANCORP | $37.68万 | 0.05% | 7,245 | -11,131 | -60.6% | -$57.89万 | 减仓 |
| VLO | VALERO ENERGY CORP | $37.06万 | 0.04% | 1,500 | 1,500 | — | $37.06万 | 新建仓 |
| COP | CONOCOPHILLIPS | $37.05万 | 0.04% | 2,807 | 18 | 0.6% | $2,376 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $36.29万 | 0.04% | 1,132 | -100 | -8.1% | -$3.21万 | 减仓 |
| KLAC | KLA CORP | $36.22万 | 0.04% | 246 | 95 | 62.9% | $13.99万 | 加仓 |
| YUM | YUM BRANDS INC | $35.64万 | 0.04% | 2,292 | 119 | 5.5% | $1.85万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $35.46万 | 0.04% | 1,747 | -293 | -14.4% | -$5.95万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $34.80万 | 0.04% | 5,920 | 4,830 | 443.1% | $28.39万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.79万 | 0.04% | 1,008 | 537 | 114.0% | $18.53万 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $34.19万 | 0.04% | 6,340 | -2,170 | -25.5% | -$11.70万 | 减仓 |
| IWP | ISHARES TR | $33.77万 | 0.04% | 2,636 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $33.57万 | 0.04% | 2,900 | -50 | -1.7% | -$5,788 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $33.27万 | 0.04% | 1,678 | -236 | -12.3% | -$4.68万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $33.21万 | 0.04% | 12,495 | 6,493 | 108.2% | $17.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $32.28万 | 0.04% | 1,124 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $30.98万 | 0.04% | 12,518 | -58 | -0.5% | -$1,436 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $30.98万 | 0.04% | 11,051 | 6,971 | 170.9% | $19.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.83万 | 0.04% | 4,335 | -283 | -6.1% | -$2.01万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $30.41万 | 0.04% | 11,075 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $30.05万 | 0.04% | 3,540 | 3,540 | — | $30.05万 | 新建仓 |
| MMM | 3M CO | $28.68万 | 0.03% | 1,975 | -315 | -13.8% | -$4.57万 | 减仓 |
| CRM | SALESFORCE INC | $28.21万 | 0.03% | 1,511 | -5,571 | -78.7% | -$104.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.01万 | 0.03% | 4,245 | -1,114 | -20.8% | -$7.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.70万 | 0.03% | 965 | 922 | 2,144.2% | $26.46万 | 加仓 |
| PGR | PROGRESSIVE CORP | $27.69万 | 0.03% | 1,397 | -3,779 | -73.0% | -$74.91万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $27.41万 | 0.03% | 3,708 | -872 | -19.0% | -$6.45万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $27.41万 | 0.03% | 15,277 | 1,679 | 12.3% | $3.01万 | 加仓 |
| SHV | ISHARES TR | $26.85万 | 0.03% | 2,432 | 1,434 | 143.7% | $15.83万 | 加仓 |
| IWF | ISHARES TR | $26.82万 | 0.03% | 629 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.70万 | 0.03% | 1,195 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $24.93万 | 0.03% | 6,112 | 538 | 9.7% | $2.19万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $24.88万 | 0.03% | 7,374 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.73万 | 0.03% | 3,144 | 2,025 | 181.0% | $15.93万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $24.63万 | 0.03% | 9,613 | -1,675 | -14.8% | -$4.29万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $24.61万 | 0.03% | 418 | 369 | 753.1% | $21.72万 | 加仓 |
| MTUM | ISHARES TR | $24.57万 | 0.03% | 1,024 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $24.53万 | 0.03% | 1,120 | -68 | -5.7% | -$1.49万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $24.25万 | 0.03% | 345 | -15 | -4.2% | -$1.05万 | 减仓 |
| T | AT&T INC | $23.69万 | 0.03% | 8,173 | 1,287 | 18.7% | $3.73万 | 加仓 |
| PFE | PFIZER INC | $23.58万 | 0.03% | 8,397 | -2,584 | -23.5% | -$7.26万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.48万 | 0.03% | 541 | -1 | -0.2% | -$434 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.86万 | 0.03% | 8,590 | 5,432 | 172.0% | $14.45万 | 加仓 |
| CSR | CENTERSPACE | $22.18万 | 0.03% | 3,860 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $21.77万 | 0.03% | 2,241 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $21.50万 | 0.03% | 3,216 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $21.35万 | 0.03% | 9,613 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $21.18万 | 0.03% | 794 | 47 | 6.3% | $1.25万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $20.88万 | 0.03% | 10,305 | 503 | 5.1% | $1.02万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.61万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $20.61万 | 0.02% | 1,814 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $20.32万 | 0.02% | 1,355 | -29 | -2.1% | -$4,350 | 减仓 |
| VBK | VANGUARD INDEX FDS | $20.28万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $19.92万 | 0.02% | 1,970 | -366 | -15.7% | -$3.70万 | 减仓 |
| CTVA | CORTEVA INC | $19.92万 | 0.02% | 2,380 | 1,770 | 290.2% | $14.82万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $19.89万 | 0.02% | 1,935 | 1,935 | — | $19.89万 | 新建仓 |
| CCI | CROWN CASTLE INC | $19.42万 | 0.02% | 2,389 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $19.26万 | 0.02% | 1,638 | 1,634 | 40,850.0% | $19.22万 | 加仓 |
| FN | FABRINET | $19.04万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $18.93万 | 0.02% | 1,496 | 18 | 1.2% | $2,278 | 加仓 |
| AZO | AUTOZONE INC | $18.92万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $18.75万 | 0.02% | 5,784 | 149 | 2.6% | $4,829 | 加仓 |
| CMI | CUMMINS INC | $18.62万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $18.59万 | 0.02% | 828 | 819 | 9,100.0% | $18.38万 | 加仓 |
| — | THOMSON REUTERS CORP | $18.35万 | 0.02% | 2,039 | 2,039 | — | $18.35万 | 新建仓 |
| IWN | ISHARES TR | $18.33万 | 0.02% | 967 | -21 | -2.1% | -$3,981 | 减仓 |
| IAU | ISHARES GOLD TR | $18.31万 | 0.02% | 2,077 | -19 | -0.9% | -$1,675 | 减仓 |
| DES | WISDOMTREE TR | $18.16万 | 0.02% | 5,052 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $17.75万 | 0.02% | 3,957 | 104 | 2.7% | $4,664 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.71万 | 0.02% | 452 | 11 | 2.5% | $4,309 | 加仓 |
| BOKF | BOK FINL CORP | $17.39万 | 0.02% | 1,358 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $17.36万 | 0.02% | 1,014 | 1,014 | — | $17.36万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $17.18万 | 0.02% | 3,799 | 2,165 | 132.5% | $9.79万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $17.15万 | 0.02% | 3,409 | -17 | -0.5% | -$855 | 减仓 |
| LH | LABCORP HOLDINGS INC | $16.68万 | 0.02% | 625 | 579 | 1,258.7% | $15.45万 | 加仓 |