小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
报告期 2026-03-31 · CIK 0001632972
持仓数
3,594
前50大市值合计
$22.96B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 101
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$346.7M
5,079,953
+5%
增持
MSFT
MICROSOFT CORP
+$139.1M
2,047,948
+2%
增持
AAPL
APPLE INC
+$135.9M
5,506,649
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHD
SCHWAB STRATEGIC TR
+$112.8M
3,228,938
+72%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$105.3M
472,329
-74%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$92.2M
1,348,157
+47%
增持
MTUM
ISHARES TR
+$81.7M
3,298,847
+6%
增持
AGG
ISHARES TR
+$77.9M
8,838,914
+4%
增持
NVDA
NVIDIA CORPORATION
+$75.7M
642,650
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.6M
661,185
+173%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$72.5M
2,228,361
+2037%
增持
MDYV
SPDR SER TR
+$72.2M
4,515,398
+13%
增持
SCHV
SCHWAB STRATEGIC TR
+$72.1M
6,535,708
+9%
增持
IMTM
ISHARES TR
+$72.1M
16,249,197
+5%
增持
SPAB
SPDR SER TR
+$69.9M
6,407,265
+65%
增持
FNDF
SCHWAB STRATEGIC TR
+$62.4M
14,319,375
+8%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$60.2M
5,100,650
+4%
减持
AMZN
AMAZON COM INC
+$55.2M
2,293,108
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$53.8M
5,794,316
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$49.3M
1,422,304
+193%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$49.0M
1,383,369
+267%
增持
TOTL
SSGA ACTIVE ETF TR
+$48.5M
12,740,810
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$46.9M
1,421,526
+144%
增持
JPM
JPMORGAN CHASE & CO
+$45.4M
1,554,339
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$42.7M
679,411
+19%
增持
HD
HOME DEPOT INC
+$42.6M
581,505
+10%
减持
SCHF
SCHWAB STRATEGIC TR
-$42.3M
4,227,311
-28%
增持
COWZ
PACER FDS TR
+$38.2M
1,422,236
+97%
增持
AVDE
AMERICAN CENTY ETF TR
+$33.3M
3,793,901
+8%
增持
HII
HUNTINGTON INGALLS INDS INC
+$33.0M
351,467
+24%
增持
AVGO
BROADCOM INC
+$32.5M
95,319
+8%
增持
DVN
DEVON ENERGY CORP NEW
+$32.4M
869,698
+495%
减持
—
PIONEER NAT RES CO
-$32.3M
122,721
-53%
增持
GOOGL
ALPHABET INC
+$32.3M
2,011,943
+6%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$31.6M
3,350,744
+7%
减持
SCHX
SCHWAB STRATEGIC TR
+$31.2M
7,511,558
-3%
增持
SPIB
SPDR SER TR
+$29.6M
6,956,530
+10%
增持
TOL
TOLL BROTHERS INC
+$29.5M
305,507
+1058%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$29.3M
246,174
-65%
增持
AUSF
GLOBAL X FDS
+$29.3M
5,003,786
+0%
增持
MUB
ISHARES TR
+$28.5M
578,380
+73%
增持
LEN
LENNAR CORP
+$28.4M
196,769
+2390%
增持
IEMG
ISHARES INC
+$28.0M
1,342,262
+60%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$27.3M
676,225
+356%
减持
AMD
ADVANCED MICRO DEVICES INC
+$26.9M
616,714
-2%
减持
DHI
D R HORTON INC
+$26.3M
610,655
-1%
增持
V
VISA INC
+$26.3M
637,886
+5%
减持
CVS
CVS HEALTH CORP
-$25.0M
202,015
-66%
减持
TFI
SPDR SER TR
-$24.2M
145,793
-79%
增持
IWD
ISHARES TR
+$24.1M
758,864
+14%
增持
VOO
VANGUARD INDEX FDS
+$23.4M
291,307
+10%
增持
VTI
VANGUARD INDEX FDS
+$23.4M
661,548
+5%
增持
BA
BOEING CO
+$23.0M
301,448
+4%
增持
MOAT
VANECK ETF TRUST
+$22.1M
682,152
+44%
增持
VUG
VANGUARD INDEX FDS
+$21.7M
499,187
+2%
增持
JAAA
JANUS DETROIT STR TR
+$21.5M
2,506,907
+21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$21.0M
3,875,778
+9%
减持
QCOM
QUALCOMM INC
+$21.0M
633,630
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$20.9M
386,637
+7%
减持
GM
GENERAL MTRS CO
-$20.9M
56,015
-92%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$19.9M
775,667
减持
BAC
BANK AMERICA CORP
+$19.9M
3,303,298
-1%
增持
MCD
MCDONALDS CORP
+$19.3M
457,021
+4%
增持
MRK
MERCK & CO INC
+$19.2M
1,193,782
+11%
增持
COST
COSTCO WHSL CORP NEW
+$18.8M
107,598
+16%
增持
PANW
PALO ALTO NETWORKS INC
+$18.7M
219,617
+14%
清仓
BBWI
BATH & BODY WORKS INC
-$17.9M
0
-100%
增持
PVAL
PUTNAM ETF TRUST
+$17.6M
571,843
+3571%
减持
—
UNITED STATES STL CORP NEW
+$17.3M
1,117,246
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.3M
796,526
+5%
增持
SPTL
SPDR SER TR
+$16.3M
1,796,764
+31%
增持
TIP
ISHARES TR
+$16.3M
207,607
+258%
增持
META
META PLATFORMS INC
+$16.1M
223,901
+5%
增持
IUSV
ISHARES TR
+$16.0M
1,145,245
+6%
增持
SHV
ISHARES TR
+$15.9M
754,534
+24%
减持
NYF
ISHARES TR
-$15.9M
21,891
-93%
增持
ICSH
ISHARES TR
+$15.5M
1,614,922
+24%
建仓
IVOL
KRANESHARES TR
+$15.3M
741,417
增持
IWF
ISHARES TR
+$15.1M
394,736
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$15.0M
120,641
+24%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$14.9M
3,515,527
+9%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$14.5M
5,568,421
+9%
增持
DGRW
WISDOMTREE TR
+$14.4M
987,195
+14%
增持
VXUS
VANGUARD STAR FDS
+$14.4M
2,590,538
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$14.1M
79,475
+67%
增持
SMMU
PIMCO ETF TR
+$14.1M
541,631
+103%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$14.1M
1,109,123
+30%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.0M
15,541,238
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$13.8M
4,515,452
+0%
增持
PIZ
INVESCO EXCH TRADED FD TR II
+$13.7M
470,135
+1038%
减持
SCHP
SCHWAB STRATEGIC TR
-$13.3M
1,337,569
-19%
增持
SCHW
SCHWAB CHARLES CORP
+$13.2M
948,313
+1%
增持
—
EATON CORP PLC
+$13.1M
445,302
+2%
减持
NBCM
NEUBERGER BERMAN ETF TRUST
-$13.1M
6,935,672
-1%
减持
IQV
IQVIA HLDGS INC
-$12.7M
5,598
-92%
减持
—
STERICYCLE INC
-$12.5M
8,630
-97%
减持
QQQ
INVESCO QQQ TR
+$12.1M
376,190
-7%
增持
AIQ
GLOBAL X FDS
+$11.9M
647,518
+111%
减持
IJR
ISHARES TR
+$11.8M
1,107,836
-3%
增持
CVX
CHEVRON CORP NEW
-$11.8M
860,938
+4%
减持
ITM
VANECK ETF TRUST
-$11.6M
953,103
-25%
减持
NOW
SERVICENOW INC
+$11.0M
75,711
-0%
减持
WM
WASTE MGMT INC DEL
+$11.0M
503,151
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
+$11.0M
2,229,769
-4%
增持
—
ACCENTURE PLC IRELAND
+$10.8M
221,960
+2%
增持
TMUS
T-MOBILE US INC
+$10.7M
521,580
+0%
减持
USMV
ISHARES TR
+$10.7M
2,414,925
-2%
减持
KO
COCA COLA CO
-$10.5M
676,293
-25%
减持
AGGY
WISDOMTREE TR
-$10.2M
753,605
-28%
增持
—
EXXON MOBIL CORP
-$10.1M
1,416,482
+10%
减持
ALTL
PACER FDS TR
-$10.1M
7,980
-97%
减持
AXP
AMERICAN EXPRESS CO
+$10.0M
320,944
-4%
清仓
—
ISHARES U S ETF TR
-$10.0M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
+$9.9M
223,978
-4%
增持
GOOG
ALPHABET INC
+$9.7M
1,050,463
+0%
增持
GSST
GOLDMAN SACHS ETF TR
+$9.7M
900,213
+27%
增持
IWB
ISHARES TR
+$9.4M
308,948
+1%
清仓
RISR
TIDAL ETF TR
-$9.4M
0
-100%
清仓
FLSP
FRANKLIN TEMPLETON ETF TR
-$9.2M
0
-100%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$9.2M
433,876
+68%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.2M
108,034
+10%
增持
LOW
LOWES COS INC
+$9.2M
370,443
+5%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.1M
267,616
+3%
减持
CWB
SPDR SER TR
-$9.1M
155,409
-48%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.1M
266,395
+14%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$8.9M
236,294
+515%
建仓
EDV
VANGUARD WORLD FD
+$8.9M
109,350
减持
MAS
MASCO CORP
+$8.7M
666,596
-1%
增持
AMGN
AMGEN INC
+$8.7M
307,837
+3%
增持
FDV
FEDERATED HERMES ETF TRUST
+$8.6M
371,206
+2739%
减持
ZROZ
PIMCO ETF TR
-$8.6M
3,012
-98%
增持
ONOF
GLOBAL X FDS
+$8.6M
2,715,780
+8%
增持
MGK
VANGUARD WORLD FD
+$8.5M
152,330
+11%
增持
COR
CENCORA INC
+$8.4M
299,376
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$8.3M
1,272,994
+20%
增持
NFLX
NETFLIX INC
+$8.3M
52,530
+12%
增持
WFC
WELLS FARGO CO NEW
+$8.3M
821,156
+4%
减持
GE
GENERAL ELECTRIC CO
+$8.3M
564,553
-2%
减持
SPTM
SPDR SER TR
-$8.3M
4,503,063
-13%
增持
LLY
ELI LILLY & CO
+$8.2M
127,350
+5%
增持
—
INVESTMENT MANAGERS SER TR
+$8.1M
2,278,987
+1%
增持
CALF
PACER FDS TR
+$8.1M
386,363
+54%
减持
BX
BLACKSTONE INC
+$8.1M
433,576
-5%
增持
XEL
XCEL ENERGY INC
+$8.0M
326,908
+53%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.8M
149,744
+3%
增持
—
CHUBB LIMITED
+$7.8M
208,451
+10%
减持
SCHG
SCHWAB STRATEGIC TR
+$7.8M
918,315
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$7.7M
3,492,672
-3%
减持
BDX
BECTON DICKINSON & CO
-$7.7M
49,145
-36%
减持
XLK
SELECT SECTOR SPDR TR
+$7.7M
299,730
-2%
