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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 107
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$317.6M
6,064,938
+9%
增持
IVV
ISHARES TR
+$301.8M
5,803,570
+6%
增持
NVDA
NVIDIA CORPORATION
+$254.8M
6,666,701
+961%
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
VOO
VANGUARD INDEX FDS
+$196.8M
737,110
+106%
增持
SPY
SPDR S&P 500 ETF TR
+$142.1M
612,287
+67%
增持
MSFT
MICROSOFT CORP
+$115.2M
2,231,409
+7%
增持
AGG
ISHARES TR
+$114.8M
11,697,085
+12%
增持
AMZN
AMAZON COM INC
+$77.5M
2,769,252
+9%
增持
GOOGL
ALPHABET INC
+$71.5M
2,089,568
+2%
增持
DBEF
DBX ETF TR
+$66.8M
1,822,585
+759%
增持
WFC
WELLS FARGO CO NEW
+$59.2M
1,986,325
+97%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.2M
903,931
+24%
增持
SMTH
ALPS ETF TR
+$55.2M
22,255,273
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.6M
13,611,199
+5%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$52.2M
7,457,710
+7%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$47.5M
8,842,764
+9%
减持
AGGY
WISDOMTREE TR
-$46.4M
4,878
-100%
增持
BND
VANGUARD BD INDEX FDS
+$45.5M
1,208,581
+111%
增持
QQQ
INVESCO QQQ TR
+$43.4M
458,815
+16%
增持
SPDW
SPDR INDEX SHS FDS
+$41.1M
2,115,420
+129%
增持
GOOG
ALPHABET INC
+$40.6M
1,095,270
+4%
增持
VTI
VANGUARD INDEX FDS
+$40.5M
830,044
+19%
增持
IJH
ISHARES TR
+$40.0M
1,469,516
+94%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$38.4M
1,682,298
+360%
增持
IEFA
ISHARES TR
+$38.4M
1,916,276
+41%
增持
LLY
ELI LILLY & CO
+$37.5M
157,753
+15%
减持
DIS
DISNEY WALT CO
-$37.2M
1,073,873
-9%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$36.4M
627,228
+12257%
增持
AVLV
AMERICAN CENTY ETF TR
+$36.3M
6,970,454
+12%
增持
MDYV
SPDR SER TR
+$32.8M
5,906,762
+13%
清仓
—
PIONEER NAT RES CO
-$32.2M
0
-100%
增持
BOXX
EA SERIES TRUST
+$31.8M
554,187
+111%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$31.4M
677,088
增持
TSLA
TESLA INC
+$30.4M
558,567
+23%
减持
PLD
PROLOGIS INC.
-$30.3M
45,883
-83%
增持
FLS
FLOWSERVE CORP
+$28.9M
612,298
+5256%
增持
PAPR
INNOVATOR ETFS TRUST
+$28.3M
895,929
+1008%
减持
HII
HUNTINGTON INGALLS INDS INC
-$27.8M
233,020
-20%
减持
—
JUNIPER NETWORKS INC
-$27.7M
6,545
-99%
增持
META
META PLATFORMS INC
+$27.1M
292,116
+18%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$26.9M
601,146
+4253%
增持
AVGO
BROADCOM INC
+$26.8M
95,222
+2%
增持
VUG
VANGUARD INDEX FDS
+$26.5M
529,091
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$26.3M
2,115,011
+62%
增持
WMT
WALMART INC
+$26.3M
2,414,087
+6%
增持
SLYV
SPDR SER TR
+$24.9M
552,911
+150%
增持
SHY
ISHARES TR
+$24.8M
365,665
+486%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$24.4M
100,771
+134%
减持
MCD
MCDONALDS CORP
-$24.2M
393,254
-11%
增持
SDY
SPDR SER TR
+$24.0M
363,430
+115%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.6M
940,722
+16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$23.5M
538,342
-12%
增持
QCOM
QUALCOMM INC
+$23.2M
648,236
+4%
减持
PJUL
INNOVATOR ETFS TRUST
-$23.1M
130,123
-82%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$22.9M
81,602
+119%
增持
—
EXXON MOBIL CORP
+$22.4M
1,685,379
+16%
增持
GOVT
ISHARES TR
+$22.4M
1,762,338
+130%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$21.7M
5,198,776
+9%
减持
NBCM
NEUBERGER BERMAN ETF TRUST
-$21.5M
6,057,329
-15%
增持
SPTL
SPDR SER TR
+$21.0M
3,100,590
+37%
增持
JAAA
JANUS DETROIT STR TR
+$20.4M
3,398,777
+13%
增持
FNDF
SCHWAB STRATEGIC TR
+$20.3M
15,823,749
+6%
建仓
GEV
GE VERNOVA INC
+$20.0M
116,818
增持
SHV
ISHARES TR
+$19.7M
1,131,236
+19%
减持
DHI
D R HORTON INC
-$19.5M
566,336
-6%
增持
IMTM
ISHARES TR
+$19.2M
17,889,145
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$19.0M
6,711,162
-7%
减持
DFAU
DIMENSIONAL ETF TRUST
-$18.7M
838,073
-39%
增持
SYK
STRYKER CORPORATION
+$18.7M
133,020
+79%
减持
IWD
ISHARES TR
-$18.0M
666,921
-11%
减持
SCHV
SCHWAB STRATEGIC TR
-$17.9M
2,582,373
-6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$17.7M
388,362
+442%
增持
QUS
SPDR SER TR
+$17.7M
122,252
+4769%
增持
—
EATON CORP PLC
+$17.5M
493,259
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.4M
483,657
+32%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$17.3M
1,411,582
-1%
增持
AMAT
APPLIED MATLS INC
+$16.9M
217,647
+37%
增持
ADBE
ADOBE INC
+$16.8M
127,074
+17%
增持
PANW
PALO ALTO NETWORKS INC
+$16.3M
211,691
+8%
增持
HD
HOME DEPOT INC
-$15.9M
629,045
+4%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$15.1M
805,062
-29%
增持
DFUS
DIMENSIONAL ETF TRUST
+$14.9M
1,636,445
+14%
减持
SCHP
SCHWAB STRATEGIC TR
-$14.7M
1,021,520
-21%
增持
SHW
SHERWIN WILLIAMS CO
+$14.2M
127,429
+81%
增持
VV
VANGUARD INDEX FDS
+$14.0M
204,620
+32%
增持
ICSH
ISHARES TR
+$13.9M
2,213,699
+14%
增持
AMGN
AMGEN INC
+$13.8M
341,678
+5%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$13.6M
55,688
-72%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$13.4M
140,609
+11%
增持
MA
MASTERCARD INCORPORATED
+$13.3M
275,026
+23%
增持
MGNR
AMERICAN BEACON SELECT FUNDS
+$13.2M
1,095,555
+61%
减持
SCHM
SCHWAB STRATEGIC TR
-$13.1M
2,070,818
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.1M
802,858
+158%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.9M
3,570,336
+7%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$12.8M
6,997,922
+10%
减持
COST
COSTCO WHSL CORP NEW
+$12.3M
115,308
-1%
增持
WINN
HARBOR ETF TRUST
+$12.3M
2,081,296
+21%
增持
IEF
ISHARES TR
+$12.3M
1,311,802
+12%
增持
PG
PROCTER AND GAMBLE CO
+$12.2M
1,543,845
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.2M
1,840,169
+17%
增持
EOG
EOG RES INC
+$12.1M
211,702
+86%
增持
GSST
GOLDMAN SACHS ETF TR
+$11.7M
1,246,090
+23%
减持
QYLD
GLOBAL X FDS
-$11.6M
366,033
-64%
减持
ULTA
ULTA BEAUTY INC
-$11.5M
6,993
-75%
增持
TCAF
T ROWE PRICE ETF INC
+$11.5M
617,818
+135%
增持
—
TRANE TECHNOLOGIES PLC
+$11.4M
64,969
+96%
减持
GE
GE AEROSPACE
-$11.3M
546,258
-2%
增持
SGOV
ISHARES TR
+$11.0M
496,811
+28%
减持
SCCO
SOUTHERN COPPER CORP
-$10.9M
11,734
-90%
增持
DFAX
DIMENSIONAL ETF TRUST
+$10.8M
820,010
+108%
减持
CDW
CDW CORP
-$10.8M
6,216
-87%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$10.7M
522,235
+217%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$10.6M
1,272,451
-9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$10.2M
307,925
+219%
减持
EDV
VANGUARD WORLD FD
-$10.2M
22,355
-85%
建仓
ZROZ
PIMCO ETF TR
+$9.9M
131,916
增持
NEE
NEXTERA ENERGY INC
+$9.8M
1,041,777
+4%
减持
CRM
SALESFORCE INC
-$9.7M
131,812
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$9.7M
1,566,686
+2%
增持
ORCL
ORACLE CORP
+$9.6M
421,874
+6%
增持
NVO
NOVO-NORDISK A S
+$9.6M
252,092
+23%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$9.4M
5,877,283
+6%
减持
SPTM
SPDR SER TR
-$9.3M
1,741,940
-10%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.2M
119,847
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.2M
244,993
+0%
增持
OUNZ
VANECK MERK GOLD TR
+$9.2M
747,171
+112%
增持
IEMG
ISHARES INC
+$9.1M
1,400,897
+10%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$9.1M
391,907
-16%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$9.1M
960,838
+37%
减持
NUE
NUCOR CORP
-$9.0M
60,766
-35%
增持
PM
PHILIP MORRIS INTL INC
+$8.8M
291,214
+29%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$8.6M
771,191
+384%
增持
AVDE
AMERICAN CENTY ETF TR
+$8.6M
4,345,940
+6%
增持
DIVO
AMPLIFY ETF TR
+$8.6M
2,061,181
+13%
增持
TJX
TJX COS INC NEW
+$8.6M
660,140
+4%
减持
SCHA
SCHWAB STRATEGIC TR
-$8.6M
1,403,917
-8%
增持
COWZ
PACER FDS TR
+$8.5M
1,776,432
+17%
减持
MAS
MASCO CORP
-$8.4M
655,044
-1%
增持
VTV
VANGUARD INDEX FDS
+$8.4M
968,308
+7%
减持
GUNR
FLEXSHARES TR
-$8.3M
273,762
-42%
增持
KLAC
KLA CORP
+$8.1M
27,365
+33%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.1M
1,058,212
+28%
增持
ATO
ATMOS ENERGY CORP
+$8.1M
78,591
+767%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.0M
410,000
-11%
增持
JNJ
JOHNSON & JOHNSON
-$7.9M
1,272,981
+4%
减持
PCAR
PACCAR INC
-$7.9M
346,975
-1%
增持
LNG
CHENIERE ENERGY INC
+$7.7M
62,551
+216%
减持
AUSF
GLOBAL X FDS
-$7.7M
4,930,624
-1%
建仓
CLIP
GLOBAL X FDS
+$7.6M
76,136
减持
CPRT
COPART INC
-$7.5M
41,049
-76%
