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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $7.23万 | 0.01% | 915 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $7.14万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $7.06万 | 0.01% | 2,459 | -8 | -0.3% | -$230 | 减仓 |
| BIIB | BIOGEN INC | $6.97万 | 0.01% | 380 | 380 | — | $6.97万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6.96万 | 0.01% | 770 | 770 | — | $6.96万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $6.93万 | 0.01% | 2,775 | 2,775 | — | $6.93万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6.92万 | 0.01% | 245 | -70 | -22.2% | -$1.98万 | 减仓 |
| FALN | ISHARES TR | $6.88万 | 0.01% | 2,573 | 1,041 | 68.0% | $2.78万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $6.86万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $6.82万 | 0.01% | 916 | 528 | 136.1% | $3.93万 | 加仓 |
| SO | SOUTHERN CO | $6.70万 | 0.01% | 694 | -28 | -3.9% | -$2,703 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $6.67万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6.67万 | 0.01% | 678 | -90 | -11.7% | -$8,854 | 减仓 |
| USSG | DBX ETF TR | $6.61万 | 0.01% | 1,108 | 855 | 337.9% | $5.10万 | 加仓 |
| IWD | ISHARES TR | $6.60万 | 0.01% | 309 | -171 | -35.6% | -$3.65万 | 减仓 |
| — | QORVO INC | $6.58万 | 0.01% | 850 | 850 | — | $6.58万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $6.58万 | 0.01% | 148 | 4 | 2.8% | $1,778 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6.57万 | 0.01% | 595 | 595 | — | $6.57万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $6.57万 | 0.01% | 538 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $6.47万 | 0.01% | 1,306 | -681 | -34.3% | -$3.37万 | 减仓 |
| CVS | CVS HEALTH CORP | $6.44万 | 0.01% | 897 | -21 | -2.3% | -$1,508 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.32万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $6.16万 | 0.01% | 968 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $6.14万 | 0.01% | 53 | 1 | 1.9% | $1,159 | 加仓 |
| CRH | CRH PLC | $6.09万 | 0.01% | 579 | 27 | 4.9% | $2,838 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6.05万 | 0.01% | 1,553 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $5.96万 | 0.01% | 250 | -20 | -7.4% | -$4,764 | 减仓 |
| TFC | TRUIST FINL CORP | $5.95万 | 0.01% | 1,295 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $5.95万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.88万 | 0.01% | 918 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $5.86万 | 0.01% | 3,130 | -5 | -0.2% | -$94 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $5.85万 | 0.01% | 2,034 | 33 | 1.6% | $949 | 加仓 |
| — | SCHWAB STRATEGIC TR | $5.81万 | 0.01% | 2,111 | -1,621 | -43.4% | -$4.46万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5.67万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $5.64万 | 0.01% | 431 | -12 | -2.7% | -$1,571 | 减仓 |
| KHC | KRAFT HEINZ CO | $5.63万 | 0.01% | 2,505 | 59 | 2.4% | $1,327 | 加仓 |
| CME | CME GROUP INC | $5.61万 | 0.01% | 190 | -26 | -12.0% | -$7,679 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $5.61万 | 0.01% | 935 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $5.51万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5.44万 | 0.01% | 626 | 14 | 2.3% | $1,216 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5.42万 | 0.01% | 489 | -8,887 | -94.8% | -$98.52万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $5.40万 | 0.01% | 343 | -33 | -8.8% | -$5,193 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.31万 | 0.01% | 390 | -1 | -0.3% | -$136 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $5.27万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $5.18万 | 0.01% | 270 | -3 | -1.1% | -$575 | 减仓 |
| IEMG | ISHARES INC | $5.16万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.13万 | 0.01% | 216 | 216 | — | $5.13万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $5.11万 | 0.01% | 108 | -86 | -44.3% | -$4.07万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $5.11万 | 0.01% | 1,134 | -959 | -45.8% | -$4.32万 | 减仓 |
| GLDM | WORLD GOLD TR | $5.11万 | 0.01% | 551 | -485 | -46.8% | -$4.50万 | 减仓 |
| RHI | ROBERT HALF INC. | $5.10万 | 0.01% | 2,006 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $5.07万 | 0.01% | 4,825 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $5.05万 | 0.01% | 1,760 | 1,191 | 209.3% | $3.42万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $4.99万 | 0.01% | 648 | 28 | 4.5% | $2,158 | 加仓 |
| MLPA | GLOBAL X FDS | $4.97万 | 0.01% | 923 | -39 | -4.1% | -$2,101 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $4.96万 | 0.01% | 908 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $4.94万 | 0.01% | 197 | 10 | 5.3% | $2,506 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $4.86万 | 0.01% | 1,064 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $4.84万 | 0.01% | 717 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $4.82万 | 0.01% | 565 | -42 | -6.9% | -$3,580 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $4.78万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $4.77万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $4.75万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $4.71万 | 0.01% | 3,575 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $4.61万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $4.60万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.58万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $4.58万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $4.55万 | 0.01% | 985 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $4.53万 | 0.01% | 411 | 411 | — | $4.53万 | 新建仓 |
| DOW | DOW HLDGS INC | $4.52万 | 0.01% | 1,086 | 970 | 836.2% | $4.04万 | 加仓 |
| MCO | MOODYS CORP | $4.45万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4.45万 | 0.01% | 296 | 24 | 8.8% | $3,608 | 加仓 |
| AGI | ALAMOS GOLD INC | $4.44万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4.42万 | 0.01% | 475 | 45 | 10.5% | $4,185 | 加仓 |
| IWS | ISHARES TR | $4.42万 | 0.01% | 303 | -21 | -6.5% | -$3,061 | 减仓 |
| MDB | MONGODB INC | $4.41万 | 0.01% | 180 | 110 | 157.1% | $2.69万 | 加仓 |
| SEIC | SEI INVTS CO | $4.37万 | 0.01% | 557 | -8 | -1.4% | -$628 | 减仓 |
| — | WELLS FARGO & CO | $4.27万 | 0.01% | 37 | 3 | 8.8% | $3,465 | 加仓 |
| VSGX | VANGUARD WORLD FD | $4.22万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| GSSC | GOLDMAN SACHS ETF TR | $4.17万 | 0.01% | 559 | 559 | — | $4.17万 | 新建仓 |
| ENB | ENBRIDGE INC | $4.13万 | 0.00% | 762 | -1,004 | -56.9% | -$5.44万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $4.07万 | 0.00% | 418 | 126 | 43.2% | $1.23万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4.03万 | 0.00% | 934 | 27 | 3.0% | $1,165 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3.99万 | 0.00% | 860 | -245 | -22.2% | -$1.14万 | 减仓 |
| MKC | MCCORMICK & CO INC | $3.98万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $3.90万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3.85万 | 0.00% | 335 | -155 | -31.6% | -$1.78万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.85万 | 0.00% | 1,263 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $3.85万 | 0.00% | 142 | 17 | 13.6% | $4,605 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3.82万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.66万 | 0.00% | 809 | -61 | -7.0% | -$2,763 | 减仓 |
| SUSA | ISHARES TR | $3.63万 | 0.00% | 275 | -225 | -45.0% | -$2.97万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $3.62万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $3.60万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.59万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $3.51万 | 0.00% | 1,283 | 200 | 18.5% | $5,472 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.50万 | 0.00% | 504 | 231 | 84.6% | $1.60万 | 加仓 |
| DEUS | DBX ETF TR | $3.44万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $3.40万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |