13F 机构持仓

Wealth Enhancement Trust Services, Inc.

SIOUX FALLS SD · SEC CIK 0002067696

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TWO RDS SHARED 6.5%
SPHQ 3.9%
AAPL 3.6%
NVDA 3.4%
MSFT 2.7%
RLY 2.7%
GOOGL 2.5%
SPY 2.0%
DXJ 1.9%
BRK/A 1.7%

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
HWM HOWMET AEROSPACE INC $3.34万0.00%145 145— $3.34万 新建仓
JKHY HENRY JACK & ASSOC INC $3.18万0.00%201 -105-34.3% -$1.66万 减仓
IOVA IOVANCE BIOTHERAPEUTICS INC $3.16万0.00%9,000 5,000125.0% $1.75万 加仓
SWKS SKYWORKS SOLUTIONS INC $3.11万0.00%580 00.0% — 不变
F FORD MTR CO $3.11万0.00%2,691 2,5411,694.0% $2.93万 加仓
VTWO VANGUARD SCOTTSDALE FDS $3.10万0.00%309 00.0% — 不变
AMN AMN HEALTHCARE SVCS INC $3.07万0.00%1,675 1,000148.1% $1.83万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $3.02万0.00%397 397— $3.02万 新建仓
IYJ ISHARES TR $2.98万0.00%202 00.0% — 不变
SPIB SPDR SERIES TRUST $2.97万0.00%886 -3-0.3% -$101 减仓
ZS ZSCALER INC $2.92万0.00%208 00.0% — 不变
GD GENERAL DYNAMICS CORP $2.92万0.00%85 00.0% — 不变
EFAV ISHARES TR $2.91万0.00%319 00.0% — 不变
— DBX ETF TR $2.90万0.00%825 00.0% — 不变
Q QNITY ELECTRONICS INC $2.88万0.00%250 250— $2.88万 新建仓
AOS SMITH A O CORP $2.82万0.00%427 00.0% — 不变
FEZ SPDR INDEX SHS FDS $2.81万0.00%453 00.0% — 不变
HAS HASBRO INC $2.81万0.00%300 00.0% — 不变
SCCO SOUTHERN COPPER CORP $2.75万0.00%160 160— $2.75万 新建仓
SJM SMUCKER J M CO $2.75万0.00%285 00.0% — 不变
BE BLOOM ENERGY CORP $2.72万0.00%201 201— $2.72万 新建仓
EFX EQUIFAX INC $2.67万0.00%148 00.0% — 不变
VGT VANGUARD WORLD FD $2.65万0.00%38 38— $2.65万 新建仓
OHI OMEGA HEALTHCARE INVS INC $2.63万0.00%600 -100-14.3% -$4,382 减仓
ROST ROSS STORES INC $2.60万0.00%120 104650.0% $2.25万 加仓
ISCG ISHARES TR $2.57万0.00%469 469— $2.57万 新建仓
HSBC HSBC HLDGS PLC $2.56万0.00%310 00.0% — 不变
PAYX PAYCHEX INC $2.55万0.00%277 -3-1.1% -$276 减仓
MRVL MARVELL TECHNOLOGY INC $2.54万0.00%256 7642.2% $7,528 加仓
AEE AMEREN CORP $2.41万0.00%219 -40-15.4% -$4,397 减仓
MTA METALLA RTY & STREAMING LTD $2.39万0.00%3,601 -8,711-70.8% -$5.78万 减仓
HOOD ROBINHOOD MKTS INC $2.38万0.00%344 16188.0% $1.12万 加仓
SPG SIMON PPTY GROUP INC NEW $2.33万0.00%125 -240-65.8% -$4.48万 减仓
UAL UNITED AIRLS HLDGS INC $2.30万0.00%250 00.0% — 不变
NEM NEWMONT CORP $2.29万0.00%212 00.0% — 不变
— DUPONT DE NEMOURS INC $2.29万0.00%500 00.0% — 不变
ORI OLD REP INTL CORP $2.24万0.00%562 142.6% $559 加仓
NFRA FLEXSHARES TR $2.19万0.00%342 00.0% — 不变
TD TORONTO DOMINION BK ONT $2.10万0.00%225 00.0% — 不变
CLX CLOROX CO DEL $2.07万0.00%200 00.0% — 不变
ATO ATMOS ENERGY CORP $2.05万0.00%111 76.7% $1,293 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1.99万0.00%280 00.0% — 不变
IWR ISHARES TR $1.98万0.00%204 -31-13.2% -$3,014 减仓
FERG FERGUSON ENTERPRISES INC $1.98万0.00%85 791,316.7% $1.84万 加仓
RNR RENAISSANCERE HLDGS LTD $1.96万0.00%66 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $1.89万0.00%130 00.0% — 不变
GDX VANECK ETF TRUST $1.84万0.00%200 00.0% — 不变
YUMC YUM CHINA HLDGS INC $1.83万0.00%375 00.0% — 不变
MAS MASCO CORP $1.81万0.00%300 00.0% — 不变
CHWY CHEWY INC $1.72万0.00%637 458255.9% $1.24万 加仓
XLE SELECT SECTOR SPDR TR $1.72万0.00%280 00.0% — 不变
USRT ISHARES TR $1.69万0.00%285 259.6% $1,480 加仓
OKLO OKLO INC $1.65万0.00%333 333— $1.65万 新建仓
— FLEXSHARES TR $1.64万0.00%82 00.0% — 不变
IJT ISHARES TR $1.64万0.00%113 00.0% — 不变
BF/B BROWN FORMAN CORP $1.57万0.00%593 00.0% — 不变
TQQQ PROSHARES TR $1.57万0.00%376 376— $1.57万 新建仓
MET METLIFE INC $1.55万0.00%219 00.0% — 不变
NOMD NOMAD FOODS LTD $1.54万0.00%1,600 -700-30.4% -$6,727 减仓
XLV SELECT SECTOR SPDR TR $1.50万0.00%102 -2,191-95.6% -$32.12万 减仓
TRV TRAVELERS COMPANIES INC $1.46万0.00%50 -14-21.9% -$4,084 减仓
IDMO INVESCO EXCH TRADED FD TR II $1.44万0.00%263 263— $1.44万 新建仓
VB VANGUARD INDEX FDS $1.41万0.00%54 00.0% — 不变
SMH VANECK ETF TRUST $1.38万0.00%36 00.0% — 不变
XLB SELECT SECTOR SPDR TR $1.37万0.00%274 -1,199-81.4% -$5.99万 减仓
DFAE DIMENSIONAL ETF TRUST $1.35万0.00%399 -73-15.5% -$2,472 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $1.35万0.00%399 399— $1.35万 新建仓
RDDT REDDIT INC $1.34万0.00%100 100— $1.34万 新建仓
QSR RESTAURANT BRANDS INTL INC $1.31万0.00%177 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $1.30万0.00%110 -52-32.1% -$6,169 减仓
QQQ INVESCO QQQ TR $1.27万0.00%22 00.0% — 不变
EL LAUDER ESTEE COS INC $1.25万0.00%174 00.0% — 不变
MDU MDU RES GROUP INC $1.24万0.00%600 00.0% — 不变
KNF KNIFE RIVER CORP $1.22万0.00%149 00.0% — 不变
INTC INTEL CORP $1.21万0.00%275 00.0% — 不变
LINE LINEAGE INC $1.20万0.00%365 00.0% — 不变
DOX AMDOCS LTD $1.19万0.00%183 -11-5.7% -$718 减仓
GNL GLOBAL NET LEASE INC $1.17万0.00%1,250 00.0% — 不变
CRWV COREWEAVE INC $1.17万0.00%151 151— $1.17万 新建仓
— SEALED AIR CORP NEW $1.16万0.00%275 -175-38.9% -$7,359 减仓
APP APPLOVIN CORP $1.13万0.00%29 -197-87.2% -$7.71万 减仓
XLI SELECT SECTOR SPDR TR $1.13万0.00%70 -868-92.5% -$14.04万 减仓
GGG GRACO INC $1.10万0.00%130 00.0% — 不变
GPN GLOBAL PMTS INC $1.08万0.00%160 -80-33.3% -$5,384 减仓
WH WYNDHAM HOTELS & RESORTS INC $1.07万0.00%132 00.0% — 不变
ARM ARM HOLDINGS PLC $1.07万0.00%71 71— $1.07万 新建仓
ST SENSATA TECHNOLOGIES HLDG PL $1.02万0.00%290 00.0% — 不变
IT GARTNER INC $1.01万0.00%64 00.0% — 不变
PKG PACKAGING CORP AMER $9,9740.00%47 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $9,9490.00%1,103 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $9,7980.00%59 -5-7.8% -$830 减仓
NVDL GRANITESHARES ETF TR $9,7970.00%135 135— $9,797 新建仓
HSY HERSHEY CO $9,7710.00%47 00.0% — 不变
DRI DARDEN RESTAURANTS INC $9,4100.00%48 -15-23.8% -$2,941 减仓
ULTA ULTA BEAUTY INC $9,4090.00%18 00.0% — 不变
IBB ISHARES TR $9,2870.00%55 00.0% — 不变
UUUU ENERGY FUELS INC $9,1250.00%500 500— $9,125 新建仓
OKE ONEOK INC NEW $8,8580.00%98 00.0% — 不变
— ATLAS LITHIUM CORP $8,7000.00%2,000 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $8,6770.00%501 00.0% — 不变