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 |
|---|---|---|---|---|---|---|---|---|
| — | TWO RDS SHARED TR | $5,339.41万 | 6.46% | 5,731,813 | -63,727 | -1.1% | -$59.36万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,216.98万 | 3.89% | 427,847 | -17,591 | -3.9% | -$132.27万 | 减仓 |
| AAPL | APPLE INC | $2,954.71万 | 3.58% | 116,423 | 5,615 | 5.1% | $142.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,791.71万 | 3.38% | 160,075 | 20,327 | 14.5% | $354.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,260.95万 | 2.74% | 61,079 | 4,868 | 8.7% | $180.20万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $2,245.00万 | 2.72% | 621,024 | 22,121 | 3.7% | $79.97万 | 加仓 |
| GOOGL | ALPHABET INC | $2,098.30万 | 2.54% | 72,969 | 2,853 | 4.1% | $82.04万 | 加仓 |
| 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 |
| DXJ | WISDOMTREE TR | $1,587.77万 | 1.92% | 100,124 | -17,494 | -14.9% | -$277.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 1.74% | 20 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,367.00万 | 1.65% | 45,229 | -295 | -0.6% | -$8.92万 | 减仓 |
| IVV | ISHARES TR | $1,324.32万 | 1.60% | 20,274 | 9,607 | 90.1% | $627.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,321.60万 | 1.60% | 63,456 | 3,979 | 6.7% | $82.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,235.15万 | 1.49% | 41,989 | 808 | 2.0% | $23.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,051.43万 | 1.27% | 43,014 | 421 | 1.0% | $10.29万 | 加仓 |
| SMLF | ISHARES TR | $1,017.02万 | 1.23% | 134,722 | -7,242 | -5.1% | -$54.67万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,016.74万 | 1.23% | 131,736 | 2,915 | 2.3% | $22.50万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $946.84万 | 1.15% | 190,090 | 15,293 | 8.7% | $76.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $940.02万 | 1.14% | 366,624 | 3,726 | 1.0% | $9.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $920.82万 | 1.11% | 119,417 | -1,177 | -1.0% | -$9.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $900.93万 | 1.09% | 18,801 | -177 | -0.9% | -$8.48万 | 减仓 |
| AVGO | BROADCOM INC | $890.43万 | 1.08% | 28,769 | 7,966 | 38.3% | $246.56万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $881.66万 | 1.07% | 85,292 | -5,906 | -6.5% | -$61.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $877.68万 | 1.06% | 14,688 | -1,595 | -9.8% | -$95.31万 | 减仓 |
| WMT | WALMART INC | $817.25万 | 0.99% | 65,759 | -314 | -0.5% | -$3.90万 | 减仓 |
| GOOG | ALPHABET INC | $740.50万 | 0.90% | 25,814 | -258 | -1.0% | -$7.40万 | 减仓 |
| IEF | ISHARES TR | $730.67万 | 0.88% | 76,558 | 348 | 0.5% | $3.32万 | 加仓 |
| — | TWO RDS SHARED TR | $706.18万 | 0.85% | 422,107 | -18,561 | -4.2% | -$31.05万 | 减仓 |
| IMTM | ISHARES TR | $704.48万 | 0.85% | 146,705 | 14,481 | 11.0% | $69.54万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $701.40万 | 0.85% | 226,552 | -1,907 | -0.8% | -$5.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $652.56万 | 0.79% | 6,549 | 577 | 9.7% | $57.49万 | 加仓 |
| LLY | ELI LILLY & CO | $618.27万 | 0.75% | 6,722 | -410 | -5.7% | -$37.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $616.77万 | 0.75% | 33,469 | 216 | 0.6% | $3.98万 | 加仓 |
| META | META PLATFORMS INC | $568.94万 | 0.69% | 9,944 | 447 | 4.7% | $25.57万 | 加仓 |
| — | EXXON MOBIL CORP | $559.28万 | 0.68% | 32,965 | 981 | 3.1% | $16.64万 | 加仓 |
| PEP | PEPSICO INC | $552.16万 | 0.67% | 35,557 | -855 | -2.3% | -$13.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $531.04万 | 0.64% | 10,628 | 1,031 | 10.7% | $51.51万 | 加仓 |
| ICSH | ISHARES TR | $527.01万 | 0.64% | 104,111 | -18,000 | -14.7% | -$91.12万 | 减仓 |
| AGG | ISHARES TR | $525.57万 | 0.64% | 52,943 | 56 | 0.1% | $5,559 | 加仓 |
| IJR | ISHARES TR | $517.95万 | 0.63% | 41,666 | -955 | -2.2% | -$11.87万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $514.90万 | 0.62% | 11,170 | 1,571 | 16.4% | $72.42万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $504.42万 | 0.61% | 53,277 | 45,537 | 588.3% | $431.14万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $501.53万 | 0.61% | 98,339 | 222 | 0.2% | $1.13万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $493.85万 | 0.60% | 19,190 | 187 | 1.0% | $4.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $480.73万 | 0.58% | 23,235 | 1,010 | 4.5% | $20.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $480.01万 | 0.58% | 15,869 | -1,640 | -9.4% | -$49.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $430.36万 | 0.52% | 85,034 | -16,172 | -16.0% | -$81.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $418.60万 | 0.51% | 21,811 | 21,811 | — | $418.60万 | 新建仓 |
| MRK | MERCK & CO INC | $417.62万 | 0.51% | 34,718 | -82 | -0.2% | -$9,864 | 减仓 |
| NFLX | NETFLIX INC. | $394.94万 | 0.48% | 41,075 | 14,937 | 57.1% | $143.62万 | 加仓 |
| IWO | ISHARES TR | $390.41万 | 0.47% | 12,441 | -1,153 | -8.5% | -$36.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $384.84万 | 0.47% | 41,995 | -10,787 | -20.4% | -$98.85万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $379.87万 | 0.46% | 75,416 | 28,912 | 62.2% | $145.63万 | 加仓 |
| — | HONEYWELL INTL INC | $351.50万 | 0.43% | 15,551 | 6,079 | 64.2% | $137.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $345.67万 | 0.42% | 23,932 | -260 | -1.1% | -$3.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $342.81万 | 0.41% | 5,672 | 288 | 5.3% | $17.41万 | 加仓 |
| DE | DEERE & CO | $335.33万 | 0.41% | 5,953 | 1,705 | 40.1% | $96.04万 | 加仓 |
| TJX | TJX COS INC NEW | $324.81万 | 0.39% | 20,339 | 2,062 | 11.3% | $32.93万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $318.80万 | 0.39% | 39,548 | 28,613 | 261.7% | $230.65万 | 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 |
| RTX | RTX CORPORATION | $304.78万 | 0.37% | 15,800 | 2,544 | 19.2% | $49.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $302.89万 | 0.37% | 8,862 | 3,123 | 54.4% | $106.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $301.30万 | 0.36% | 6,898 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $291.42万 | 0.35% | 45,104 | -3,126 | -6.5% | -$20.20万 | 减仓 |
| INTU | INTUIT | $291.38万 | 0.35% | 6,739 | 3,091 | 84.7% | $133.65万 | 加仓 |
| IEFA | ISHARES TR | $290.02万 | 0.35% | 32,036 | 14,574 | 83.5% | $131.94万 | 加仓 |
| LIN | LINDE PLC | $283.38万 | 0.34% | 5,716 | 266 | 4.9% | $13.19万 | 加仓 |
| IGSB | ISHARES TR | $280.59万 | 0.34% | 53,384 | 17,704 | 49.6% | $93.05万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $279.51万 | 0.34% | 57,125 | 27,675 | 94.0% | $135.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $278.18万 | 0.34% | 8,466 | 712 | 9.2% | $23.40万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $277.43万 | 0.34% | 27,022 | 2,300 | 9.3% | $23.61万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $276.61万 | 0.33% | 95,120 | -25,542 | -21.2% | -$74.28万 | 减仓 |
| PYLD | PIMCO ETF TR | $272.29万 | 0.33% | 103,926 | 94,588 | 1,012.9% | $247.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $265.16万 | 0.32% | 16,540 | 1,147 | 7.5% | $18.39万 | 加仓 |
| VSEC | VSE CORP | $263.14万 | 0.32% | 14,270 | -270 | -1.9% | -$4.98万 | 减仓 |
| DHR | DANAHER CORP DEL | $261.52万 | 0.32% | 13,793 | -294 | -2.1% | -$5.57万 | 减仓 |
| USMV | ISHARES TR | $260.78万 | 0.32% | 28,120 | 11,980 | 74.2% | $111.10万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $256.83万 | 0.31% | 610 | -88 | -12.6% | -$37.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $234.52万 | 0.28% | 43,389 | 17,090 | 65.0% | $92.37万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $219.08万 | 0.27% | 37,850 | 113 | 0.3% | $6,540 | 加仓 |
| AMGN | AMGEN INC | $215.93万 | 0.26% | 6,137 | 1,323 | 27.5% | $46.55万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $215.89万 | 0.26% | 18,734 | 71 | 0.4% | $8,182 | 加仓 |
| MOD | MODINE MFG CO | $211.83万 | 0.26% | 9,775 | 2,375 | 32.1% | $51.47万 | 加仓 |
| MOAT | VANECK ETF TRUST | $207.83万 | 0.25% | 21,492 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $204.79万 | 0.25% | 9,416 | 1,791 | 23.5% | $38.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $202.46万 | 0.24% | 69,502 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $195.84万 | 0.24% | 17,314 | 670 | 4.0% | $7.58万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $188.23万 | 0.23% | 62,287 | 7,040 | 12.7% | $21.27万 | 加仓 |
| MUNI | PIMCO ETF TR | $188.18万 | 0.23% | 36,056 | 3,656 | 11.3% | $19.08万 | 加仓 |
| AIR | AAR CORP | $187.17万 | 0.23% | 17,099 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $186.10万 | 0.23% | 9,413 | 560 | 6.3% | $11.07万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $184.82万 | 0.22% | 38,853 | 100 | 0.3% | $4,757 | 加仓 |
| GOVT | ISHARES TR | $183.81万 | 0.22% | 80,233 | 2,087 | 2.7% | $4.78万 | 加仓 |
| MCD | MCDONALDS CORP | $180.35万 | 0.22% | 5,803 | -19 | -0.3% | -$5,905 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $180.28万 | 0.22% | 19,530 | 10,425 | 114.5% | $96.23万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $176.89万 | 0.21% | 13,502 | -401 | -2.9% | -$5.25万 | 减仓 |
| LOW | LOWES COS INC | $176.80万 | 0.21% | 7,483 | 1,358 | 22.2% | $32.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $174.29万 | 0.21% | 29,431 | -10,181 | -25.7% | -$60.29万 | 减仓 |
| DHI | D R HORTON INC | $170.54万 | 0.21% | 12,428 | -1,710 | -12.1% | -$23.46万 | 减仓 |
| APH | AMPHENOL CORP | $170.14万 | 0.21% | 13,466 | 4,376 | 48.1% | $55.29万 | 加仓 |