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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 114
减持 33
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$383.4M
6,170,596
+6%
增持
AAPL
APPLE INC
+$184.8M
6,394,938
+5%
增持
AGG
ISHARES TR
+$162.7M
12,818,097
+10%
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
SMTH
ALPS ETF TR
+$143.6M
26,862,866
+21%
建仓
KNO
INVESTMENT MANAGERS SER TR I
+$102.0M
2,107,388
清仓
—
INVESTMENT MANAGERS SER TR
-$97.5M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.7M
983,657
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$82.3M
14,168,112
+4%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$75.6M
9,619,219
+9%
增持
MDYV
SPDR SER TR
+$74.3M
6,357,586
+8%
增持
AVLV
AMERICAN CENTY ETF TR
+$69.3M
7,706,130
+11%
增持
FNDF
SCHWAB STRATEGIC TR
+$68.1M
16,654,462
+5%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$65.4M
6,448,518
+24%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$61.9M
6,514,698
+11%
增持
IMTM
ISHARES TR
+$60.1M
18,629,698
+4%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$57.6M
6,117,302
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$54.7M
5,755,150
+22%
增持
BOXX
EA SERIES TRUST
+$54.4M
1,047,642
+89%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$53.2M
7,834,480
+5%
增持
META
META PLATFORMS INC
+$50.9M
350,538
+20%
增持
BIV
VANGUARD BD INDEX FDS
+$50.4M
1,610,345
+59%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$49.4M
779,468
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$49.3M
5,627,827
-16%
减持
PAAA
PGIM ETF TR
-$40.9M
171,936
-82%
增持
JAAA
JANUS DETROIT STR TR
+$40.5M
4,195,271
+23%
增持
VOO
VANGUARD INDEX FDS
+$36.8M
768,337
+4%
增持
V
VISA INC
+$36.1M
803,111
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$34.6M
4,553,222
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$32.5M
3,629,338
+3%
增持
ABBV
ABBVIE INC
+$32.4M
569,595
+26%
增持
AVGO
BROADCOM INC
+$31.6M
1,057,149
+1010%
增持
LMT
LOCKHEED MARTIN CORP
+$30.0M
162,177
+17%
增持
JNJ
JOHNSON & JOHNSON
+$29.9M
1,337,309
+5%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$29.0M
8,180,333
+17%
增持
—
EXXON MOBIL CORP
+$28.5M
1,899,091
+13%
增持
TSLA
TESLA INC
+$28.4M
566,745
+1%
增持
MA
MASTERCARD INCORPORATED
+$28.2M
302,889
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$27.7M
711,279
+16%
增持
NVDA
NVIDIA CORPORATION
-$27.7M
7,087,462
+6%
减持
GOOG
ALPHABET INC
-$26.7M
1,044,097
-5%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$25.5M
123,722
-82%
增持
CSCO
CISCO SYS INC
+$25.1M
2,596,059
+9%
减持
HD
HOME DEPOT INC
+$25.0M
600,137
-5%
减持
DHI
D R HORTON INC
+$24.7M
547,912
-3%
增持
VTV
VANGUARD INDEX FDS
+$24.2M
1,028,623
+6%
增持
DGRW
WISDOMTREE TR
+$23.9M
1,087,888
+27%
增持
MU
MICRON TECHNOLOGY INC
+$23.9M
318,110
+322%
减持
WMT
WALMART INC
+$23.6M
2,316,752
-4%
增持
USMV
ISHARES TR
+$23.5M
3,204,000
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$21.9M
595,609
+28%
增持
GOOGL
ALPHABET INC
-$21.5M
2,184,907
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$20.9M
3,862,312
+8%
增持
IEF
ISHARES TR
+$20.7M
1,462,895
+12%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$20.3M
1,153,227
+121%
增持
VTI
VANGUARD INDEX FDS
+$20.2M
855,666
+3%
减持
ADBE
ADOBE INC
-$19.9M
97,824
-23%
增持
DUHP
DIMENSIONAL ETF TRUST
+$19.8M
2,567,212
+21%
增持
TCAF
T ROWE PRICE ETF INC
+$19.3M
1,163,266
+88%
增持
SGOV
ISHARES TR
+$18.8M
683,003
+37%
减持
MSI
MOTOROLA SOLUTIONS INC
+$17.5M
295,828
-1%
增持
CAT
CATERPILLAR INC
+$17.3M
135,991
+28%
减持
UNH
UNITEDHEALTH GROUP INC
+$17.2M
384,016
-6%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$17.1M
881,103
+40%
减持
LOW
LOWES COS INC
+$16.9M
357,774
-1%
增持
NEE
NEXTERA ENERGY INC
+$16.8M
1,071,899
+3%
增持
PGR
PROGRESSIVE CORP
+$16.8M
128,938
+68%
增持
GE
GE AEROSPACE
+$16.2M
546,343
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$16.1M
684,924
+76%
增持
—
CHUBB LIMITED
+$15.6M
225,973
+16%
增持
—
ARISTA NETWORKS INC
+$15.4M
81,933
+79%
增持
GSST
GOLDMAN SACHS ETF TR
+$15.3M
1,542,425
+24%
增持
T
AT&T INC
+$15.2M
1,593,032
+54%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$15.1M
1,373,229
+30%
增持
ITW
ILLINOIS TOOL WKS INC
+$15.1M
136,730
+56%
增持
UNP
UNION PAC CORP
+$14.9M
174,986
+40%
减持
NBCM
NEUBERGER BERMAN ETF TRUST
-$14.8M
5,390,404
-11%
减持
—
LAM RESEARCH CORP
-$14.7M
17,559
-36%
增持
DLR
DIGITAL RLTY TR INC
+$14.6M
104,028
+595%
减持
TMUS
T-MOBILE US INC
+$14.5M
506,285
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$14.5M
1,457,528
+3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$14.5M
419,849
+196%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$14.1M
1,293,693
+59%
增持
APH
AMPHENOL CORP NEW
+$14.1M
344,795
+177%
增持
AEP
AMERICAN ELEC PWR CO INC
+$13.9M
304,287
+54%
增持
SCCO
SOUTHERN COPPER CORP
+$13.9M
132,269
+1027%
增持
IJR
ISHARES TR
+$13.9M
1,195,698
+1%
建仓
IVOL
KRANESHARES TRUST
+$13.7M
713,540
减持
SCHV
SCHWAB STRATEGIC TR
+$13.6M
2,549,611
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$13.6M
519,395
+7%
增持
KO
COCA COLA CO
+$13.6M
884,382
+13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.5M
935,371
-1%
增持
LONZ
PIMCO ETF TR
+$13.5M
1,299,907
+26%
增持
ORCL
ORACLE CORP
+$13.3M
427,607
+1%
减持
RTX
RTX CORPORATION
+$13.3M
659,595
-1%
增持
WINN
HARBOR ETF TRUST
+$12.7M
2,552,387
+23%
增持
IJH
ISHARES TR
+$12.7M
1,583,048
+8%
增持
BX
BLACKSTONE INC
+$12.4M
433,135
+0%
增持
COWZ
PACER FDS TR
+$12.4M
1,888,102
+6%
增持
FICO
FAIR ISAAC CORP
+$12.3M
7,437
+424%
增持
AMAT
APPLIED MATLS INC
+$12.3M
316,518
+45%
增持
CTAS
CINTAS CORP
+$12.2M
162,127
+437%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$12.2M
2,037,215
+21%
增持
ABT
ABBOTT LABS
+$12.2M
1,059,420
+2%
增持
DIVO
AMPLIFY ETF TR
+$12.1M
2,230,752
+8%
增持
MINT
PIMCO ETF TR
+$12.0M
353,223
+51%
减持
AXP
AMERICAN EXPRESS CO
+$11.9M
309,259
-0%
减持
TOL
TOLL BROTHERS INC
+$11.7M
303,702
-1%
增持
CIEN
CIENA CORP
+$11.6M
819,309
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.6M
1,050,742
+22%
增持
GLW
CORNING INC
+$11.5M
1,262,613
+8%
减持
VXUS
VANGUARD STAR FDS
+$11.5M
2,644,922
-0%
增持
MSFT
MICROSOFT CORP
-$11.3M
2,321,591
+4%
增持
AMT
AMERICAN TOWER CORP NEW
+$11.3M
282,469
+1%
增持
CALF
PACER FDS TR
+$11.2M
895,898
+28%
增持
UPS
UNITED PARCEL SERVICE INC
+$11.2M
504,855
+26%
增持
SCHO
SCHWAB STRATEGIC TR
+$11.2M
651,237
+51%
减持
MCD
MCDONALDS CORP
+$11.1M
365,663
-7%
减持
PG
PROCTER AND GAMBLE CO
+$11.1M
1,534,201
-1%
减持
WFC
WELLS FARGO CO NEW
-$11.0M
1,892,683
-5%
增持
COST
COSTCO WHSL CORP NEW
+$11.0M
122,992
+7%
减持
MAS
MASCO CORP
+$10.9M
650,613
-1%
增持
DVN
DEVON ENERGY CORP NEW
-$10.8M
1,427,817
+1%
增持
PAUG
INNOVATOR ETFS TRUST
+$10.6M
388,047
+247%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$10.5M
1,210,534
+26%
增持
APD
AIR PRODS & CHEMS INC
+$10.5M
235,219
+2%
增持
PEP
PEPSICO INC
+$10.3M
998,967
+3%
增持
IDXX
IDEXX LABS INC
+$10.1M
29,634
+197%
增持
WDAY
WORKDAY INC
+$10.1M
44,081
+1266%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$10.0M
22,120
+51%
减持
HII
HUNTINGTON INGALLS INDS INC
-$9.7M
180,443
-23%
减持
JPM
JPMORGAN CHASE & CO.
-$9.5M
1,466,741
-6%
增持
APP
APPLOVIN CORP
+$9.5M
103,132
+116%
增持
AMZN
AMAZON COM INC
+$9.4M
2,977,105
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$9.4M
191,252
-22%
增持
SCHQ
SCHWAB STRATEGIC TR
+$9.3M
411,495
+166%
增持
MCK
MCKESSON CORP
-$9.3M
179,611
+7%
减持
GEV
GE VERNOVA INC
+$9.3M
115,143
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$9.3M
774,712
+29%
增持
MS
MORGAN STANLEY
+$9.3M
973,163
+3%
减持
IWD
ISHARES TR
+$9.3M
662,070
-1%
减持
HCA
HCA HEALTHCARE INC
+$9.1M
151,076
-7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$9.1M
1,706,398
+19%
增持
PJUL
INNOVATOR ETFS TRUST
+$9.1M
349,395
+169%
减持
SCHF
SCHWAB STRATEGIC TR
+$9.1M
4,096,236
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$9.0M
1,407,505
-14%
增持
JSI
JANUS DETROIT STR TR
+$8.9M
260,067
+175%
减持
EVLN
MORGAN STANLEY ETF TRUST
-$8.9M
16,014
-92%
增持
BA
BOEING CO
-$8.8M
450,767
+7%
增持
XLRE
SELECT SECTOR SPDR TR
+$8.7M
478,420
+45%
增持
IWF
ISHARES TR
+$8.7M
397,062
+3%
