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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 90
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
SMTH
ALPS ETF TR
+$511.4M
19,926,994
增持
IVV
ISHARES TR
+$447.8M
5,466,912
+8%
减持
TOTL
SSGA ACTIVE ETF TR
-$413.9M
2,470,272
-81%
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
JMOM
J P MORGAN EXCHANGE TRADED F
+$406.7M
8,096,156
+1766%
增持
AVLV
AMERICAN CENTY ETF TR
+$391.6M
6,251,242
+3490%
减持
MTUM
ISHARES TR
-$320.3M
1,052,851
-68%
减持
NVDA
NVIDIA CORPORATION
+$251.3M
628,228
-2%
减持
SCHV
SCHWAB STRATEGIC TR
-$248.9M
2,753,534
-58%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$242.8M
4,772,916
减持
SPIB
SPDR SER TR
-$204.5M
731,259
-89%
增持
AGG
ISHARES TR
+$143.4M
10,420,989
+18%
减持
SPTM
SPDR SER TR
-$138.3M
1,946,291
-57%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$123.4M
5,563,726
+66%
增持
IMTM
ISHARES TR
+$115.8M
17,153,804
+6%
增持
MSFT
MICROSOFT CORP
+$110.6M
2,093,988
+2%
增持
AMZN
AMAZON COM INC
+$109.1M
2,536,888
+11%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$108.3M
6,978,220
+20%
增持
AAPL
APPLE INC
-$102.6M
5,584,490
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$96.7M
12,975,930
-17%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$78.7M
5,566,982
+9%
增持
USMV
ISHARES TR
+$76.5M
3,170,418
+31%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$67.3M
4,833,237
+37%
增持
MDYV
SPDR SER TR
+$66.7M
5,237,228
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.2M
728,792
+7%
减持
—
UNITED STATES STL CORP NEW
-$54.0M
8,525
-99%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$53.0M
369,828
-70%
减持
IUSV
ISHARES TR
-$52.1M
491,376
-57%
建仓
DSTL
ETF SER SOLUTIONS
+$52.1M
966,347
减持
SPAB
SPDR SER TR
-$51.3M
4,470,886
-30%
增持
FNDF
SCHWAB STRATEGIC TR
+$51.0M
14,995,515
+5%
减持
TSLA
TESLA INC
-$50.7M
455,303
-16%
增持
VOO
VANGUARD INDEX FDS
+$44.6M
357,433
+23%
减持
JPM
JPMORGAN CHASE & CO
+$43.1M
1,531,387
-1%
增持
DIS
DISNEY WALT CO
+$42.6M
1,175,388
+5%
增持
META
META PLATFORMS INC
+$41.1M
247,456
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.8M
370,024
-37%
减持
SPYV
SPDR SER TR
-$36.6M
810,941
-51%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$33.7M
1,428,387
+6%
增持
TBIL
RBB FD INC
+$32.9M
662,996
+14266%
增持
AVDE
AMERICAN CENTY ETF TR
+$32.7M
4,109,921
+8%
增持
LLY
ELI LILLY & CO
+$32.3M
136,650
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.1M
1,569,972
+61%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$32.0M
3,342,868
-14%
增持
DVN
DEVON ENERGY CORP NEW
+$31.9M
1,420,702
+63%
增持
MRK
MERCK & CO INC
+$31.5M
1,225,129
+3%
增持
HD
HOME DEPOT INC
+$30.9M
605,938
+4%
减持
—
EATON CORP PLC
+$30.8M
438,713
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$29.1M
1,308,443
+206%
增持
—
EXXON MOBIL CORP
+$27.8M
1,457,105
+3%
增持
GOOGL
ALPHABET INC
+$27.4M
2,048,473
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$26.6M
7,254,686
-3%
清仓
JSCP
J P MORGAN EXCHANGE TRADED F
-$26.5M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$26.4M
3,006,306
+20%
增持
SCHD
SCHWAB STRATEGIC TR
+$26.4M
3,375,640
+5%
增持
BOXX
EA SERIES TRUST
+$26.1M
262,735
+1385%
增持
PG
PROCTER AND GAMBLE CO
+$26.1M
1,493,787
+1%
减持
GE
GENERAL ELECTRIC CO
+$26.0M
558,831
-1%
增持
VTI
VANGUARD INDEX FDS
+$24.6M
698,378
+6%
增持
V
VISA INC
+$24.5M
682,924
+7%
增持
CRM
SALESFORCE INC
+$24.0M
144,179
+94%
增持
ADBE
ADOBE INC
+$23.7M
108,204
+97%
建仓
IDT
IDT CORP
+$23.3M
615,609
增持
SPY
SPDR S&P 500 ETF TR
+$22.8M
366,749
+3%
增持
SHV
ISHARES TR
+$22.2M
952,662
+26%
增持
QQQ
INVESCO QQQ TR
+$22.2M
396,956
+6%
建仓
HACK
AMPLIFY ETF TR
+$21.2M
330,971
清仓
—
ETF MANAGERS TR
-$20.4M
0
-100%
增持
WMT
WALMART INC
+$20.2M
2,279,715
+207%
增持
STIP
ISHARES TR
+$20.2M
317,130
+175%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.0M
366,115
+37%
减持
AMD
ADVANCED MICRO DEVICES INC
+$19.9M
614,101
-0%
建仓
MGNR
AMERICAN BEACON SELECT FUNDS
+$19.3M
680,495
增持
NFLX
NETFLIX INC
+$19.3M
73,486
+40%
增持
GUNR
FLEXSHARES TR
+$18.9M
469,539
+4505%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.5M
663,320
+0%
增持
VTV
VANGUARD INDEX FDS
+$18.2M
902,284
+5%
增持
VB
VANGUARD INDEX FDS
+$18.0M
184,250
+63%
增持
WFC
WELLS FARGO CO NEW
+$17.9M
1,006,162
+23%
增持
DFNM
DIMENSIONAL ETF TRUST
+$17.9M
472,530
+371%
建仓
CASH
PATHWARD FINANCIAL INC
+$17.8M
352,990
增持
IEF
ISHARES TR
+$17.5M
1,168,216
+21%
增持
BND
VANGUARD BD INDEX FDS
+$17.3M
571,974
+74%
减持
AUSF
GLOBAL X FDS
+$17.3M
4,974,781
-1%
减持
AVGO
BROADCOM INC
+$16.7M
93,456
-2%
增持
ICSH
ISHARES TR
+$16.6M
1,937,169
+20%
增持
ABBV
ABBVIE INC
+$16.6M
436,738
+8%
减持
IDMO
INVESCO EXCH TRADED FD TR II
-$16.5M
236,075
-67%
减持
VUG
VANGUARD INDEX FDS
+$16.2M
498,011
-0%
减持
EFAV
ISHARES TR
-$15.6M
155,858
-59%
减持
WM
WASTE MGMT INC DEL
+$15.5M
494,744
-2%
清仓
IVOL
KRANESHARES TR
-$15.3M
0
-100%
增持
VWOB
VANGUARD WHITEHALL FDS
+$15.3M
267,269
+858%
增持
NVO
NOVO-NORDISK A S
+$15.3M
205,698
+91%
减持
RAAX
VANECK ETF TRUST
-$15.1M
9,534
-98%
减持
LGLV
SPDR SER TR
-$15.1M
26,006
-80%
减持
FBND
FIDELITY MERRIMACK STR TR
-$15.0M
173,080
-65%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$14.8M
6,343,075
+14%
增持
COST
COSTCO WHSL CORP NEW
+$14.7M
116,942
+9%
增持
COWZ
PACER FDS TR
+$14.4M
1,519,653
+7%
减持
QCOM
QUALCOMM INC
+$14.3M
625,783
-1%
减持
ULST
SSGA ACTIVE ETF TR
-$13.6M
198,271
-63%
增持
AGGY
WISDOMTREE TR
+$13.4M
1,073,547
+42%
减持
SCHZ
SCHWAB STRATEGIC TR
-$13.4M
1,855,663
-12%
减持
IWF
ISHARES TR
+$13.3M
394,554
-0%
建仓
EVSB
MORGAN STANLEY ETF TRUST
+$13.2M
262,780
建仓
RAVI
FLEXSHARES TR
+$13.1M
173,465
增持
USB
US BANCORP DEL
+$13.0M
870,082
+44%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$13.0M
593,647
+422%
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.5M
4,521,704
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.4M
811,425
+2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$12.2M
193,292
增持
GOOG
ALPHABET INC
+$12.0M
1,052,144
+0%
增持
CVX
CHEVRON CORP NEW
+$12.0M
889,441
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$11.9M
156,456
+4%
增持
KKR
KKR & CO INC
+$11.8M
143,610
+353%
增持
PFEB
INNOVATOR ETFS TRUST
+$11.6M
384,485
+725%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$11.6M
126,130
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$11.6M
1,327,539
+33%
增持
VV
VANGUARD INDEX FDS
+$11.5M
154,466
+32%
减持
MSI
MOTOROLA SOLUTIONS INC
+$11.5M
308,969
-2%
增持
ONOF
GLOBAL X FDS
+$11.4M
2,805,422
+3%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$11.4M
468,358
-1%
增持
SPTL
SPDR SER TR
+$11.3M
2,269,794
+26%
减持
AXP
AMERICAN EXPRESS CO
+$11.1M
312,830
-3%
减持
MCD
MCDONALDS CORP
-$11.1M
441,334
-3%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$11.0M
217,795
增持
NBCM
NEUBERGER BERMAN ETF TRUST
+$11.0M
7,138,219
+3%
建仓
—
ELBIT SYS LTD
+$10.9M
51,816
增持
ED
CONSOLIDATED EDISON INC
+$10.5M
396,576
+42%
增持
DE
DEERE & CO
+$10.5M
77,781
+45%
增持
ORCL
ORACLE CORP
+$10.4M
396,784
+5%
增持
NFRA
FLEXSHARES TR
+$10.1M
189,183
+4326%
增持
IJH
ISHARES TR
+$10.0M
757,284
+483%
增持
DFAE
DIMENSIONAL ETF TRUST
+$9.8M
1,053,779
+57%
减持
MCK
MCKESSON CORP
+$9.6M
182,018
-4%
减持
USRT
ISHARES TR
-$9.5M
517,753
-25%
建仓
CWH
CAMPING WORLD HLDGS INC
+$9.4M
337,615
减持
SCHM
SCHWAB STRATEGIC TR
+$9.3M
2,140,092
-2%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$9.2M
97,436
-56%
增持
DIVO
AMPLIFY ETF TR
+$9.2M
1,830,263
+8%
减持
IWD
ISHARES TR
+$9.0M
750,245
-1%
增持
PSA
PUBLIC STORAGE
+$8.9M
91,105
+59%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$8.9M
1,504,186
+6%
减持
PCAR
PACCAR INC
+$8.8M
351,911
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.7M
244,760
+3%
增持
REET
ISHARES TR
+$8.6M
767,016
+94%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$8.5M
58,726
+162%
增持
TJX
TJX COS INC NEW
+$8.5M
632,053
+7%
增持
TOL
TOLL BROTHERS INC
+$8.5M
308,236
+1%
减持
BAC
BANK AMERICA CORP
+$8.4M
3,154,343
-5%
