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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
增持 150
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$3.89B
12,772,349
+107%
增持
AAPL
APPLE INC
+$1.96B
14,371,205
+125%
增持
AGG
ISHARES TR
+$1.41B
27,383,705
+114%
增持
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。
MSFT
MICROSOFT CORP
+$1.23B
5,254,385
+126%
增持
NVDA
NVIDIA CORPORATION
+$1.06B
15,664,406
+121%
增持
AMZN
AMAZON COM INC
+$986.3M
7,622,266
+156%
增持
SMTH
ALPS ETF TR
+$910.6M
62,543,168
+133%
增持
IMTM
ISHARES TR
+$735.5M
38,295,494
+106%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$654.9M
29,036,428
+105%
增持
FNDF
SCHWAB STRATEGIC TR
+$600.2M
34,714,278
+108%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$588.8M
19,723,507
+105%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$588.3M
12,561,254
+105%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$565.7M
2,229,768
+127%
增持
MDYV
SPDR SER TR
+$549.1M
13,203,857
+108%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$547.5M
16,002,824
+104%
增持
AVLV
AMERICAN CENTY ETF TR
+$545.2M
15,871,916
+106%
增持
GOVT
ISHARES TR
+$496.8M
23,469,140
+1167%
增持
GOOGL
ALPHABET INC
+$454.9M
4,590,049
+110%
增持
VOO
VANGUARD INDEX FDS
+$435.6M
1,576,968
+105%
增持
SCHX
SCHWAB STRATEGIC TR
+$428.7M
23,450,270
+317%
增持
JPM
JPMORGAN CHASE & CO.
+$419.8M
3,261,168
+122%
增持
SPY
SPDR S&P 500 ETF TR
+$403.1M
1,490,991
+110%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$382.1M
3,281,913
+125%
增持
GOOG
ALPHABET INC
+$376.6M
3,076,386
+195%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$372.9M
13,751,254
+113%
增持
UNH
UNITEDHEALTH GROUP INC
+$351.5M
1,064,097
+177%
增持
TSLA
TESLA INC
+$348.2M
1,549,601
+173%
增持
VTI
VANGUARD INDEX FDS
+$327.3M
1,987,671
+132%
增持
PG
PROCTER AND GAMBLE CO
+$322.9M
3,451,947
+125%
增持
SCHD
SCHWAB STRATEGIC TR
+$313.6M
15,103,261
+316%
增持
WMT
WALMART INC
+$304.4M
5,749,289
+148%
增持
AVGO
BROADCOM INC
+$303.8M
2,383,519
+125%
增持
AVDE
AMERICAN CENTY ETF TR
+$300.5M
9,448,728
+108%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$297.7M
2,452,505
+162%
增持
USMV
ISHARES TR
+$292.6M
6,497,350
+103%
增持
JNJ
JOHNSON & JOHNSON
+$282.1M
3,250,331
+143%
增持
HD
HOME DEPOT INC
+$275.4M
1,304,323
+117%
增持
—
EATON CORP PLC
+$268.9M
1,302,925
+165%
增持
—
EXXON MOBIL CORP
+$267.9M
4,385,212
+131%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$261.2M
10,940,380
+90%
增持
QQQ
INVESCO QQQ TR
+$259.9M
1,011,842
+112%
增持
META
META PLATFORMS INC
+$248.6M
779,555
+122%
增持
JAAA
JANUS DETROIT STR TR
+$231.5M
8,761,264
+109%
增持
WFC
WELLS FARGO CO NEW
+$226.0M
5,230,151
+176%
增持
V
VISA INC
+$223.3M
1,509,595
+88%
增持
VUG
VANGUARD INDEX FDS
+$221.8M
1,075,507
+101%
增持
BAC
BANK AMERICA CORP
+$203.9M
7,937,372
+149%
增持
SCHV
SCHWAB STRATEGIC TR
+$203.7M
10,224,742
+301%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$200.6M
1,691,881
+117%
增持
AUSF
GLOBAL X FDS
+$198.5M
9,474,792
+100%
增持
PEP
PEPSICO INC
+$197.3M
2,276,573
+128%
增持
MA
MASTERCARD INCORPORATED
+$196.9M
683,079
+126%
增持
MTUM
ISHARES TR
+$195.2M
1,911,326
+97%
增持
ISRG
INTUITIVE SURGICAL INC
+$193.9M
534,062
+243%
增持
AMGN
AMGEN INC
+$192.7M
1,023,076
+214%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$188.7M
17,484,574
+114%
增持
DIS
DISNEY WALT CO
+$186.7M
2,824,157
+159%
增持
CSCO
CISCO SYS INC
+$185.9M
5,737,578
+121%
增持
VTV
VANGUARD INDEX FDS
+$179.3M
2,087,861
+103%
增持
BA
BOEING CO
+$173.3M
1,481,565
+229%
增持
CVX
CHEVRON CORP NEW
+$172.3M
2,068,520
+135%
增持
SCHM
SCHWAB STRATEGIC TR
+$170.7M
8,155,538
+299%
增持
MUB
ISHARES TR
+$169.3M
2,255,016
+235%
增持
DFAC
DIMENSIONAL ETF TRUST
+$167.7M
9,345,254
+108%
增持
IWF
ISHARES TR
+$163.5M
804,280
+103%
增持
MCD
MCDONALDS CORP
+$161.9M
918,314
+151%
增持
IEF
ISHARES TR
+$161.4M
3,200,427
+119%
增持
VXUS
VANGUARD STAR FDS
+$161.3M
5,381,183
+103%
增持
IJR
ISHARES TR
+$160.8M
2,590,498
+117%
增持
BOXX
EA SERIES TRUST
+$159.1M
2,490,367
+138%
增持
ABT
ABBOTT LABS
+$158.8M
2,460,994
+132%
增持
SCHF
SCHWAB STRATEGIC TR
+$158.4M
12,603,831
+208%
增持
MRK
MERCK & CO INC
+$157.6M
2,909,925
+119%
增持
DVN
DEVON ENERGY CORP NEW
+$149.8M
5,750,803
+303%
增持
NOW
SERVICENOW INC
+$149.6M
225,986
+211%
增持
APD
AIR PRODS & CHEMS INC
+$148.1M
742,300
+216%
增持
IEFA
ISHARES TR
+$147.8M
3,973,169
+112%
增持
TJX
TJX COS INC NEW
+$143.4M
1,813,947
+193%
增持
NEE
NEXTERA ENERGY INC
+$142.2M
2,986,503
+179%
增持
IGSB
ISHARES TR
+$141.1M
3,829,136
+243%
增持
MSI
MOTOROLA SOLUTIONS INC
+$135.6M
589,235
+99%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$135.0M
635,517
+217%
增持
COWZ
PACER FDS TR
+$135.0M
4,278,649
+127%
增持
PANW
PALO ALTO NETWORKS INC
+$134.0M
899,755
+290%
增持
QCOM
QUALCOMM INC
+$133.8M
1,663,267
+110%
增持
SHV
ISHARES TR
+$133.6M
2,304,083
+111%
增持
SPAB
SPDR SER TR
+$131.4M
9,147,881
+133%
增持
BIV
VANGUARD BD INDEX FDS
+$127.6M
3,318,031
+106%
增持
COST
COSTCO WHSL CORP NEW
+$126.7M
261,287
+112%
增持
DFAT
DIMENSIONAL ETF TRUST
+$126.5M
4,620,801
+97%
增持
IWD
ISHARES TR
+$125.3M
1,338,563
+102%
增持
VTEB
VANGUARD MUN BD FDS
+$124.2M
3,972,129
+164%
增持
MS
MORGAN STANLEY
+$122.9M
1,951,380
+101%
增持
ICSH
ISHARES TR
+$122.3M
4,718,885
+106%
增持
TMUS
T-MOBILE US INC
+$122.2M
1,059,765
+109%
增持
SPYM
SPDR SER TR
+$121.3M
3,185,078
+123%
增持
SPTM
SPDR SER TR
+$120.6M
3,361,875
+101%
增持
BND
VANGUARD BD INDEX FDS
+$119.1M
2,789,525
+146%
增持
DFUV
DIMENSIONAL ETF TRUST
+$118.2M
5,799,711
+99%
增持
WM
WASTE MGMT INC DEL
+$116.6M
1,105,582
+110%
增持
RTX
RTX CORPORATION
+$116.4M
1,664,827
+152%
增持
PNC
PNC FINL SVCS GROUP INC
+$116.2M
881,813
+228%
增持
SCHR
SCHWAB STRATEGIC TR
+$115.2M
5,066,297
+378%
增持
—
CHUBB LIMITED
+$114.5M
634,574
+181%
增持
AXP
AMERICAN EXPRESS CO
+$114.1M
693,730
+124%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$112.2M
1,159,077
+123%
增持
IJH
ISHARES TR
+$110.6M
3,358,040
+112%
增持
IWB
ISHARES TR
+$110.4M
650,110
+111%
增持
GS
GOLDMAN SACHS GROUP INC
+$109.2M
291,582
+210%
增持
LLY
ELI LILLY & CO
+$107.6M
308,671
+82%
增持
TOTL
SSGA ACTIVE ETF TR
+$107.4M
4,929,970
+124%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$104.5M
5,178,441
+100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$104.2M
3,271,903
+100%
增持
MCK
MCKESSON CORP
+$100.8M
356,573
+99%
增持
DIVO
AMPLIFY ETF TR
+$100.3M
4,707,587
+111%
增持
ONOF
GLOBAL X FDS
+$99.6M
5,675,293
+100%
增持
STZ
CONSTELLATION BRANDS INC
+$99.5M
648,455
+191%
增持
LOW
LOWES COS INC
+$99.3M
759,599
+112%
增持
GE
GE AEROSPACE
+$97.9M
1,132,508
+107%
增持
LMT
LOCKHEED MARTIN CORP
+$96.6M
360,743
+122%
增持
DGRW
WISDOMTREE TR
+$96.4M
2,279,521
+110%
增持
ABBV
ABBVIE INC
+$95.4M
1,105,027
+94%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$92.5M
3,775,651
+105%
增持
DUHP
DIMENSIONAL ETF TRUST
+$91.1M
5,264,741
+105%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$91.0M
2,989,726
+112%
增持
TXN
TEXAS INSTRS INC
+$90.9M
974,789
+99%
增持
SGOV
ISHARES TR
+$90.7M
1,587,042
+132%
增持
SCHG
SCHWAB STRATEGIC TR
+$90.1M
4,102,153
+377%
增持
KNO
INVESTMENT MANAGERS SER TR I
+$89.8M
4,184,277
+99%
增持
GD
GENERAL DYNAMICS CORP
+$87.7M
471,885
+205%
增持
DHI
D R HORTON INC
+$87.0M
1,169,661
+113%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$84.0M
1,924,903
+1456%
增持
—
ACCENTURE PLC IRELAND
+$81.5M
432,306
+115%
增持
NBCM
NEUBERGER BERMAN ETF TRUST
+$81.4M
9,279,498
+72%
增持
ZTS
ZOETIS INC
+$81.2M
715,314
+187%
增持
ORCL
ORACLE CORP
+$80.9M
917,806
+115%
增持
BX
BLACKSTONE INC
+$80.9M
903,868
+109%
增持
IEMG
ISHARES INC
+$80.7M
2,930,066
+112%
增持
SPDW
SPDR INDEX SHS FDS
+$79.7M
4,468,572
+109%
增持
EVSB
MORGAN STANLEY ETF TRUST
+$79.2M
1,761,104
+786%
增持
SCHZ
SCHWAB STRATEGIC TR
+$77.7M
5,162,112
+198%
增持
DBEF
DBX ETF TR
+$77.6M
3,751,956
+100%
增持
SCHA
SCHWAB STRATEGIC TR
+$76.5M
4,312,794
+207%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$75.0M
4,499,911
+121%
增持
SCHO
SCHWAB STRATEGIC TR
+$74.9M
3,269,968
+402%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$74.0M
2,388,984
+208%
增持
XLK
SELECT SECTOR SPDR TR
+$73.8M
604,189
+111%
增持
WINN
HARBOR ETF TRUST
+$73.7M
5,260,293
+106%
增持
SCHW
SCHWAB CHARLES CORP
+$73.4M
1,929,702
+106%
增持
IWR
ISHARES TR
+$73.3M
1,655,512
+100%
