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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 2
减持 147
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$3.91B
6,294,293
-51%
减持
AAPL
APPLE INC
-$1.85B
7,168,987
-50%
减持
AGG
ISHARES TR
-$1.21B
15,197,862
-45%
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。
减持
MSFT
MICROSOFT CORP
-$1.20B
2,717,511
-48%
减持
NVDA
NVIDIA CORPORATION
-$1.09B
7,634,895
-51%
减持
AMZN
AMAZON COM INC
-$932.6M
3,173,006
-58%
减持
MDYV
SPDR SER TR
-$860.1M
2,519,657
-81%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$828.6M
4,202,898
-67%
减持
IMTM
ISHARES TR
-$783.8M
17,625,999
-54%
减持
FNDF
SCHWAB STRATEGIC TR
-$638.6M
16,157,846
-53%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$622.4M
15,697,319
-46%
减持
SMTH
ALPS ETF TR
-$615.9M
38,822,260
-38%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$567.7M
7,640,588
-52%
增持
USVM
VICTORY PORTFOLIOS II
+$525.7M
6,718,205
+17236%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$482.7M
11,633,460
-41%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$457.7M
1,125,021
-66%
减持
SCHX
SCHWAB STRATEGIC TR
-$443.5M
16,624,072
-29%
减持
VOO
VANGUARD INDEX FDS
-$426.0M
807,691
-49%
减持
GOOGL
ALPHABET INC
-$424.9M
2,508,914
-45%
减持
AVLV
AMERICAN CENTY ETF TR
-$406.7M
9,904,202
-38%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$403.7M
530,532
-93%
减持
TSLA
TESLA INC
-$401.6M
334,896
-78%
减持
SPY
SPDR S&P 500 ETF TR
-$393.8M
760,295
-49%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$392.1M
1,171,693
-47%
减持
GOOG
ALPHABET INC
-$359.1M
1,224,890
-60%
减持
AVGO
BROADCOM INC
-$339.7M
876,325
-63%
减持
PG
PROCTER AND GAMBLE CO
-$324.8M
1,547,786
-55%
减持
UNH
UNITEDHEALTH GROUP INC
-$307.5M
511,669
-52%
减持
—
EATON CORP PLC
-$298.4M
482,578
-63%
减持
HD
HOME DEPOT INC
-$297.2M
598,985
-54%
减持
SCHD
SCHWAB STRATEGIC TR
-$294.5M
11,654,619
-23%
减持
AVDE
AMERICAN CENTY ETF TR
-$292.1M
4,731,636
-50%
减持
JPM
JPMORGAN CHASE & CO.
-$290.4M
1,778,395
-45%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$290.1M
8,079,980
-41%
减持
WMT
WALMART INC
-$280.7M
2,400,752
-58%
减持
VTI
VANGUARD INDEX FDS
-$275.2M
1,070,903
-46%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$270.3M
5,588,353
-49%
减持
QQQ
INVESCO QQQ TR
-$238.9M
557,200
-45%
减持
JAAA
JANUS DETROIT STR TR
-$232.1M
4,198,106
-52%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$230.2M
558,828
-87%
减持
—
EXXON MOBIL CORP
-$229.7M
2,199,613
-50%
减持
SCHV
SCHWAB STRATEGIC TR
-$223.3M
6,969,917
-32%
减持
JNJ
JOHNSON & JOHNSON
-$215.8M
1,698,831
-48%
减持
BAC
BANK AMERICA CORP
-$210.9M
2,868,514
-64%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$208.8M
1,413,464
-42%
减持
ISRG
INTUITIVE SURGICAL INC
-$208.4M
125,299
-77%
减持
PEP
PEPSICO INC
-$207.0M
1,067,990
-53%
减持
VUG
VANGUARD INDEX FDS
-$204.9M
599,364
-44%
减持
MTUM
ISHARES TR
-$204.4M
925,556
-52%
减持
AUSF
GLOBAL X FDS
-$197.0M
4,679,485
-51%
减持
WFC
WELLS FARGO CO NEW
-$189.6M
1,991,573
-62%
减持
DIS
DISNEY WALT CO
-$187.0M
1,058,872
-63%
减持
SCHM
SCHWAB STRATEGIC TR
-$185.7M
5,903,425
-28%
减持
AMGN
AMGEN INC
-$177.7M
385,168
-62%
减持
MA
MASTERCARD INCORPORATED
-$172.8M
316,790
-54%
减持
DFAC
DIMENSIONAL ETF TRUST
-$171.5M
4,557,403
-51%
减持
KNO
INVESTMENT MANAGERS SER TR I
-$171.0M
468,246
-89%
减持
QCOM
QUALCOMM INC
-$169.2M
646,449
-61%
减持
META
META PLATFORMS INC
-$164.8M
491,072
-37%
减持
MUB
ISHARES TR
-$164.8M
737,512
-67%
减持
IWF
ISHARES TR
-$164.2M
410,733
-49%
减持
MRK
MERCK & CO INC
-$160.7M
1,646,903
-43%
减持
BA
BOEING CO
-$159.9M
478,859
-68%
减持
IJR
ISHARES TR
-$158.8M
1,356,364
-48%
减持
VTV
VANGUARD INDEX FDS
-$158.3M
1,161,108
-44%
减持
COWZ
PACER FDS TR
-$157.3M
1,587,793
-63%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$157.2M
9,968,472
-43%
减持
NOW
SERVICENOW INC
-$155.2M
75,444
-67%
减持
VXUS
VANGUARD STAR FDS
-$154.3M
2,869,030
-47%
减持
APD
AIR PRODS & CHEMS INC
-$153.4M
219,810
-70%
减持
IEF
ISHARES TR
-$151.8M
1,606,373
-50%
减持
MSI
MOTOROLA SOLUTIONS INC
-$150.5M
269,870
-54%
减持
NEE
NEXTERA ENERGY INC
-$148.8M
1,184,958
-60%
减持
DFAT
DIMENSIONAL ETF TRUST
-$145.6M
2,165,412
-53%
减持
MCD
MCDONALDS CORP
-$144.7M
411,606
-55%
减持
IEFA
ISHARES TR
-$142.1M
2,006,376
-50%
减持
SCHF
SCHWAB STRATEGIC TR
-$141.8M
9,353,612
-26%
减持
V
VISA INC
-$140.0M
867,704
-43%
减持
IGSB
ISHARES TR
-$139.7M
1,150,724
-70%
减持
AMD
ADVANCED MICRO DEVICES INC
-$139.4M
198,808
-82%
减持
SPAB
SPDR SER TR
-$137.8M
3,760,641
-59%
减持
ABT
ABBOTT LABS
-$135.7M
1,074,844
-56%
减持
DVN
DEVON ENERGY CORP NEW
-$134.1M
1,912,888
-67%
减持
LLY
ELI LILLY & CO
-$130.9M
151,865
-51%
减持
SPTM
SPDR SER TR
-$130.5M
1,578,299
-53%
减持
PANW
PALO ALTO NETWORKS INC
-$130.2M
483,050
-46%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$126.7M
172,367
-73%
减持
DHI
D R HORTON INC
-$125.6M
517,961
-56%
减持
DFUV
DIMENSIONAL ETF TRUST
-$122.6M
2,838,771
-51%
减持
VTEB
VANGUARD MUN BD FDS
-$121.4M
1,606,782
-60%
减持
IWD
ISHARES TR
-$120.0M
695,968
-48%
减持
BIV
VANGUARD BD INDEX FDS
-$118.9M
1,762,045
-47%
减持
STZ
CONSTELLATION BRANDS INC
-$117.9M
212,324
-67%
减持
PNC
PNC FINL SVCS GROUP INC
-$116.5M
278,404
-68%
减持
CVX
CHEVRON CORP NEW
-$112.5M
1,133,752
-45%
减持
SCHR
SCHWAB STRATEGIC TR
-$112.4M
2,270,896
-55%
减持
IJH
ISHARES TR
-$112.0M
1,665,942
-50%
减持
MS
MORGAN STANLEY
-$111.2M
969,920
-50%
减持
—
CHUBB LIMITED
-$110.8M
228,104
-64%
减持
ONOF
GLOBAL X FDS
-$108.9M
2,713,560
-52%
减持
DFUS
DIMENSIONAL ETF TRUST
-$108.8M
1,607,085
-51%
减持
ZTS
ZOETIS INC
-$105.4M
148,302
-79%
减持
IWB
ISHARES TR
-$103.5M
337,657
-48%
减持
TXN
TEXAS INSTRS INC
-$103.1M
495,548
-49%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$103.0M
590,120
-49%
减持
SCHG
SCHWAB STRATEGIC TR
-$102.8M
3,065,521
-25%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$101.4M
2,677,635
-48%
减持
TJX
TJX COS INC NEW
-$101.4M
943,136
-48%
减持
GS
GOLDMAN SACHS GROUP INC
-$101.1M
98,008
-66%
减持
RTX
RTX CORPORATION
-$101.0M
719,636
-57%
减持
NBCM
NEUBERGER BERMAN ETF TRUST
-$100.6M
4,364,196
-53%
减持
AXP
AMERICAN EXPRESS CO
-$100.4M
362,362
-48%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$98.8M
1,791,943
-53%
减持
LOW
LOWES COS INC
-$98.7M
417,824
-45%
减持
TOTL
SSGA ACTIVE ETF TR
-$96.6M
2,532,676
-49%
减持
COST
COSTCO WHSL CORP NEW
-$95.8M
147,961
-43%
减持
BND
VANGUARD BD INDEX FDS
-$93.9M
1,501,736
-46%
减持
BOXX
EA SERIES TRUST
-$93.3M
1,613,964
-35%
减持
ABBV
ABBVIE INC
-$92.9M
536,450
-51%
减持
SPTL
SPDR SER TR
-$90.6M
993,540
-76%
减持
DGRW
WISDOMTREE TR
-$90.2M
1,211,226
-47%
减持
LMT
LOCKHEED MARTIN CORP
-$89.3M
228,483
-37%
减持
SPYM
SPDR SER TR
-$89.2M
1,951,291
-39%
减持
WM
WASTE MGMT INC DEL
-$87.8M
592,229
-46%
减持
GD
GENERAL DYNAMICS CORP
-$87.5M
172,361
-63%
减持
ICSH
ISHARES TR
-$87.3M
2,985,587
-37%
减持
DUHP
DIMENSIONAL ETF TRUST
-$87.3M
2,755,707
-48%
减持
SHV
ISHARES TR
-$86.7M
1,517,183
-34%
减持
DIVO
AMPLIFY ETF TR
-$86.6M
2,590,073
-45%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$84.9M
1,158,366
-32%
减持
SCHA
SCHWAB STRATEGIC TR
-$83.7M
2,782,555
-35%
减持
BX
BLACKSTONE INC
-$83.3M
453,706
-50%
减持
MU
MICRON TECHNOLOGY INC
-$81.8M
87,176
-91%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$81.3M
127,150
-50%
减持
GSST
GOLDMAN SACHS ETF TR
-$80.3M
102,638
-94%
减持
IEMG
ISHARES INC
-$78.4M
1,516,676
-48%
减持
TMUS
T-MOBILE US INC
-$77.5M
559,131
-47%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$77.3M
1,881,840
+39%
减持
—
ACCENTURE PLC IRELAND
-$77.1M
238,295
-45%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$77.0M
1,710,856
-43%
建仓
TXUE
THORNBURG ETF TR
+$76.1M
2,880,013
减持
DBEF
DBX ETF TR
-$75.9M
1,862,411
-50%
减持
XLK
SELECT SECTOR SPDR TR
-$75.3M
306,296
-49%
减持
IWR
ISHARES TR
-$74.9M
837,097
-49%
减持
CSCO
CISCO SYS INC
-$74.9M
4,037,909
-30%
减持
SCHZ
SCHWAB STRATEGIC TR
-$74.5M
3,691,159
-28%
减持
SPDW
SPDR INDEX SHS FDS
-$74.0M
2,357,550
-47%
减持
SCHO
SCHWAB STRATEGIC TR
-$72.8M
1,396,302
-57%
减持
ORCL
ORACLE CORP
-$72.6M
575,124
-37%
减持
UPS
UNITED PARCEL SERVICE INC
-$72.5M
547,110
-47%
