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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 112
减持 35
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$382.2M
7,903,693
+4%
增持
IVV
ISHARES TR
+$316.6M
6,502,855
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$235.6M
1,836,068
+150%
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
GOOGL
ALPHABET INC
+$189.0M
2,818,647
+1%
增持
AGG
ISHARES TR
+$188.4M
18,113,855
+10%
增持
SMTH
ALPS ETF TR
+$164.1M
49,333,372
+13%
减持
NVDA
NVIDIA CORPORATION
+$158.0M
7,768,457
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$115.7M
17,755,887
+4%
增持
APP
APPLOVIN CORP
+$109.4M
249,541
+77%
增持
USVM
VICTORY PORTFOLIOS II
+$97.0M
8,157,714
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$96.5M
1,640,663
-19%
减持
CSCO
CISCO SYS INC
-$94.9M
2,599,873
-34%
增持
HD
HOME DEPOT INC
+$93.8M
846,767
+35%
增持
FNDF
SCHWAB STRATEGIC TR
+$89.9M
17,826,186
+5%
增持
MSFT
MICROSOFT CORP
+$88.0M
2,973,085
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$87.6M
790,284
-28%
增持
GOOG
ALPHABET INC
+$84.7M
1,223,730
+2%
增持
IMTM
ISHARES TR
+$83.1M
19,096,731
+4%
增持
JNJ
JOHNSON & JOHNSON
+$79.4M
1,844,421
+7%
增持
AVGO
BROADCOM INC
+$79.3M
1,031,438
+7%
建仓
PMBS
PIMCO ETF TR
+$77.3M
1,561,056
减持
JAAA
JANUS DETROIT STR TR
-$69.2M
2,682,986
-34%
增持
AVAV
AEROVIRONMENT INC
+$63.7M
178,204
+551%
增持
LMT
LOCKHEED MARTIN CORP
+$63.3M
306,895
+52%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$62.6M
2,300,749
+2620%
增持
GOVT
ISHARES TR
+$58.2M
27,236,673
+9%
减持
CIEN
CIENA CORP
+$55.6M
804,639
-1%
增持
—
ACCENTURE PLC IRELAND
+$55.6M
828,516
+66%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$55.3M
11,896,007
+3%
增持
TSLA
TESLA INC
+$54.1M
412,799
+7%
增持
V
VISA INC
+$52.9M
1,208,144
+16%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$52.7M
4,389,816
+6%
增持
AVLV
AMERICAN CENTY ETF TR
+$50.5M
10,022,201
+4%
增持
FTNT
FORTINET INC
+$50.1M
756,651
+465%
减持
ADBE
ADOBE INC
-$48.7M
179,967
-39%
增持
MA
MASTERCARD INCORPORATED
+$47.7M
445,175
+20%
增持
QQQ
INVESCO QQQ TR
+$44.0M
609,684
+11%
减持
NEE
NEXTERA ENERGY INC
-$43.2M
572,304
-53%
增持
GLW
CORNING INC
+$42.8M
1,332,788
+0%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$42.7M
9,779,500
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$42.5M
98,071
+167%
增持
AVDE
AMERICAN CENTY ETF TR
+$37.9M
4,895,332
+4%
增持
VOO
VANGUARD INDEX FDS
+$36.5M
877,613
+0%
增持
—
EXXON MOBIL CORP
+$35.6M
2,825,607
+11%
增持
WM
WASTE MGMT INC DEL
+$35.1M
688,503
+36%
增持
WMT
WALMART INC
+$35.1M
2,785,399
+9%
增持
GE
GE AEROSPACE
+$34.8M
625,882
+0%
减持
NKE
NIKE INC
-$34.6M
322,044
-57%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$34.0M
2,540,890
+34%
增持
HOOD
ROBINHOOD MKTS INC
+$32.0M
289,476
+175%
增持
SPY
SPDR S&P 500 ETF TR
+$31.8M
808,044
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$31.7M
2,744,373
+89%
增持
CTAS
CINTAS CORP
+$31.4M
304,304
+129%
减持
STZ
CONSTELLATION BRANDS INC
-$29.6M
43,893
-79%
减持
SCHX
SCHWAB STRATEGIC TR
+$29.6M
19,420,421
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$29.5M
71,083
-40%
增持
—
MEDTRONIC PLC
+$29.4M
812,251
+42%
减持
MMM
3M CO
-$29.4M
630,324
-24%
增持
UI
UBIQUITI INC
+$29.4M
45,284
+1709%
增持
ABBV
ABBVIE INC
+$27.7M
569,990
+3%
减持
IP
INTERNATIONAL PAPER CO
-$26.8M
92,273
-85%
增持
NFLX
NETFLIX INC
+$26.6M
103,110
+39%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$26.5M
7,661,969
+3%
增持
AMZN
AMAZON COM INC
+$25.5M
3,667,568
+3%
减持
IGSB
ISHARES TR
-$25.4M
630,455
-44%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$25.0M
1,129,960
+1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$24.9M
594,072
+375%
增持
PSA
PUBLIC STORAGE OPER CO
+$24.4M
161,210
+109%
增持
O
REALTY INCOME CORP
+$24.0M
668,820
+143%
增持
UNH
UNITEDHEALTH GROUP INC
+$24.0M
420,563
+1%
增持
LLY
ELI LILLY & CO
+$23.8M
202,169
+8%
减持
VTI
VANGUARD INDEX FDS
+$23.2M
1,078,233
-0%
减持
PAYX
PAYCHEX INC
-$22.9M
121,260
-53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.8M
1,058,603
+1%
增持
USMV
ISHARES TR
+$22.1M
6,831,899
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$22.0M
365,378
+119%
增持
ZM
ZOOM COMMUNICATIONS INC
+$21.8M
326,226
+514%
增持
RPM
RPM INTL INC
+$21.7M
218,193
+754%
增持
CVS
CVS HEALTH CORP
+$21.2M
396,368
+187%
减持
KO
COCA COLA CO
-$21.2M
988,649
-19%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$21.1M
11,640,973
+10%
增持
RGLD
ROYAL GOLD INC
+$21.1M
137,285
+308%
减持
VUG
VANGUARD INDEX FDS
+$20.7M
593,913
-1%
增持
GLD
SPDR GOLD TR
+$20.1M
263,027
+12%
减持
VICI
VICI PPTYS INC
-$20.0M
718,175
-44%
增持
MRK
MERCK & CO INC
+$19.7M
1,760,748
+6%
增持
PEP
PEPSICO INC
+$19.5M
1,279,697
+8%
增持
SPYV
SPDR SERIES TRUST
+$19.1M
4,598,469
+3%
增持
TXN
TEXAS INSTRS INC
-$19.0M
500,846
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$18.7M
587,154
+124%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.3M
335,522
+76%
增持
INTC
INTEL CORP
+$17.7M
902,012
+28%
增持
—
AON PLC
+$17.3M
73,451
+171%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$17.2M
834,892
-31%
增持
CVX
CHEVRON CORP NEW
+$17.2M
1,105,005
+6%
增持
DHI
D R HORTON INC
+$17.0M
559,658
+1%
减持
RTX
RTX CORPORATION
+$16.9M
742,647
-1%
增持
VTV
VANGUARD INDEX FDS
+$16.8M
1,221,713
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$16.6M
211,735
+5%
增持
SGOV
ISHARES TR
+$16.5M
1,880,004
+10%
增持
VXUS
VANGUARD STAR FDS
+$16.1M
3,094,210
+1%
增持
—
CHUBB LIMITED
+$16.1M
334,970
+18%
增持
TBIL
RBB FD INC
+$16.0M
1,742,743
+23%
清仓
FIXT
TCW ETF TRUST
-$16.0M
0
-100%
增持
CAT
CATERPILLAR INC
+$15.8M
158,970
+3%
减持
GEV
GE VERNOVA INC
+$15.8M
219,215
-3%
增持
DBEF
DBX ETF TR
+$15.8M
2,238,504
+9%
减持
CPRT
COPART INC
-$15.7M
169,348
-64%
增持
FEGE
RBB FUND TRUST
+$15.7M
1,741,567
+15%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$15.5M
15,884
-85%
增持
GILD
GILEAD SCIENCES INC
+$15.4M
595,236
+23%
减持
RS
RELIANCE INC
-$15.3M
4,198
-92%
增持
AME
AMETEK INC
+$15.1M
134,363
+168%
减持
TJX
TJX COS INC NEW
+$15.1M
933,248
-1%
增持
META
META PLATFORMS INC
+$15.0M
629,069
+4%
减持
ORCL
ORACLE CORP
+$15.0M
811,936
-11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$14.7M
1,070,471
+37%
减持
FERG
FERGUSON ENTERPRISES INC
-$14.6M
14,268
-82%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.5M
131,621
+0%
增持
PAUG
INNOVATOR ETFS TRUST
+$14.3M
406,712
+463%
减持
SCHD
SCHWAB STRATEGIC TR
-$14.2M
11,576,470
-4%
建仓
NATL
NCR ATLEOS CORPORATION
+$14.2M
355,233
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.2M
1,479,777
+0%
增持
ALL
ALLSTATE CORP
+$13.9M
202,796
+38%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.7M
224,989
+1%
增持
EXC
EXELON CORP
+$13.7M
621,719
+74%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.5M
3,218,154
+1%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$13.3M
51,177
-82%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$13.1M
1,922,662
+8%
减持
IWF
ISHARES TR
+$13.0M
396,994
-2%
增持
VST
VISTRA CORP
+$12.8M
161,433
+59%
增持
ANET
ARISTA NETWORKS INC
+$12.8M
273,982
+4%
增持
VRSN
VERISIGN INC
+$12.7M
122,062
+73%
减持
AMT
AMERICAN TOWER CORP NEW
-$12.6M
277,165
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.6M
7,086,795
+3%
增持
DELL
DELL TECHNOLOGIES INC
+$12.6M
160,189
+74%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$12.6M
1,214,457
+37%
增持
DSTL
ETF SER SOLUTIONS
+$12.3M
2,403,189
+6%
增持
TCAF
T ROWE PRICE ETF INC
+$12.3M
1,974,318
+11%
增持
UPS
UNITED PARCEL SERVICE INC
-$12.1M
759,236
+1%
增持
GD
GENERAL DYNAMICS CORP
+$12.0M
190,521
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$12.0M
499,910
+17%
增持
ISRG
INTUITIVE SURGICAL INC
-$11.9M
135,757
+3%
增持
MU
MICRON TECHNOLOGY INC
+$11.9M
127,000
+33%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$11.8M
821,270
+9%
减持
PFEB
INNOVATOR ETFS TRUST
-$11.8M
81,920
-79%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$11.8M
3,578,359
+6%
增持
BOXX
EA SERIES TRUST
+$11.7M
1,764,680
+5%
增持
HCA
HCA HEALTHCARE INC
+$11.7M
157,188
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$11.6M
2,412,194
-1%
