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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 104
减持 40
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$2.44B
8,094,091
+685%
增持
LRCX
LAM RESEARCH CORP
+$358.6M
1,935,327
+543%
增持
GOOGL
ALPHABET INC
+$200.9M
2,832,050
+0%
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
IVV
ISHARES TR
+$169.8M
6,536,789
+1%
增持
SMTH
ALPS ETF TR
+$155.6M
55,466,105
+12%
增持
AGG
ISHARES TR
+$148.8M
19,621,070
+8%
增持
AMZN
AMAZON COM INC
+$133.8M
3,909,997
+7%
减持
—
ACCENTURE PLC IRELAND
-$116.9M
327,432
-60%
增持
VTV
VANGUARD INDEX FDS
+$111.8M
1,734,226
+42%
减持
MA
MASTERCARD INCORPORATED
-$106.7M
259,438
-42%
减持
SCHD
SCHWAB STRATEGIC TR
-$99.7M
7,692,427
-34%
建仓
—
NEOS ETF TRUST
+$97.2M
3,197,675
增持
MSFT
MICROSOFT CORP
-$96.8M
3,016,190
+1%
减持
HD
HOME DEPOT INC
-$96.0M
661,286
-22%
增持
USVM
VICTORY PORTFOLIOS II
+$92.7M
8,775,986
+8%
增持
AVLV
AMERICAN CENTY ETF TR
+$92.0M
10,377,165
+4%
增持
GOOG
ALPHABET INC
+$91.5M
1,252,930
+2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$87.3M
2,137,936
+619%
建仓
FTMS
PUTNAM ETF TRUST
+$83.1M
8,342,735
增持
ALAB
ASTERA LABS INC
+$81.9M
516,868
+8370%
增持
FNDF
SCHWAB STRATEGIC TR
+$80.5M
18,458,748
+4%
减持
JAAA
JANUS DETROIT STR TR
-$79.9M
1,105,734
-59%
增持
BOXX
EA SERIES TRUST
+$77.4M
2,418,045
+37%
增持
JMBS
JANUS DETROIT STR TR
+$75.7M
1,893,478
+691%
增持
TJX
TJX COS INC NEW
+$74.5M
1,348,726
+45%
增持
IMTM
ISHARES TR
+$72.1M
19,865,565
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$70.4M
5,695,603
-20%
增持
PYLD
PIMCO ETF TR
+$66.3M
3,200,786
+341%
减持
UNH
UNITEDHEALTH GROUP INC
-$65.6M
249,920
-41%
减持
CIEN
CIENA CORP
+$65.1M
734,365
-9%
减持
NVDA
NVIDIA CORPORATION
+$64.9M
7,757,490
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$61.9M
181,311
-41%
减持
LONZ
PIMCO ETF TR
-$61.3M
129,009
-90%
增持
UI
UBIQUITI INC
+$58.4M
155,916
+244%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$57.7M
10,912,606
+12%
增持
LLY
ELI LILLY & CO
+$57.6M
213,986
+6%
增持
WMT
WALMART INC
+$56.0M
3,004,147
+8%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$55.8M
12,246,694
+3%
增持
GOVT
ISHARES TR
+$53.7M
29,607,758
+9%
增持
ORCL
ORACLE CORP
-$52.6M
917,304
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$51.8M
18,397,000
+4%
减持
AAPL
APPLE INC
+$51.6M
7,814,046
-1%
减持
FTNT
FORTINET INC
-$50.9M
169,966
-78%
增持
—
INVESCO LTD
+$50.0M
1,921,158
+990%
增持
V
VISA INC
+$49.1M
1,326,990
+10%
增持
APP
APPLOVIN CORP
+$49.0M
334,886
+34%
增持
JNJ
JOHNSON & JOHNSON
+$48.4M
1,936,788
+5%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$47.9M
719,197
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$47.1M
7,915,919
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$45.8M
1,645,183
+0%
增持
IGIB
ISHARES TR
+$44.0M
1,352,130
+151%
增持
VRSN
VERISIGN INC
+$42.9M
308,091
+152%
增持
RSG
REPUBLIC SVCS INC
+$42.5M
486,699
+80%
增持
—
ANGLOGOLD ASHANTI PLC
+$42.4M
454,950
+15116%
增持
MRK
MERCK & CO INC
+$41.8M
1,797,434
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$40.8M
5,102,049
+4%
增持
CVX
CHEVRON CORP NEW
+$40.1M
1,358,751
+23%
减持
BIV
VANGUARD BD INDEX FDS
-$39.4M
1,497,010
-25%
增持
GWW
WW GRAINGER INC
+$39.2M
54,215
+212%
减持
CTAS
CINTAS CORP
-$39.1M
114,750
-62%
增持
ESUM
STRATEGY SHS
+$38.4M
1,453,327
+2098%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$38.0M
569,884
+1014%
增持
NFLX
NETFLIX INC
-$37.4M
942,443
+814%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$33.6M
4,516,029
+3%
增持
WTV
WISDOMTREE TR
+$33.2M
351,911
+7766%
增持
CME
CME GROUP INC
+$33.0M
223,986
+117%
减持
HWM
HOWMET AEROSPACE INC
-$32.7M
59,999
-75%
减持
COST
COSTCO WHSL CORP NEW
-$32.0M
126,402
-20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$30.9M
1,572,682
+6%
增持
EQT
EQT CORP
+$30.1M
664,946
+608%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$29.8M
1,533,355
+26%
减持
MS
MORGAN STANLEY
+$29.7M
971,456
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$28.9M
123,369
-48%
增持
WFC
WELLS FARGO CO NEW
+$28.7M
1,843,589
+0%
增持
MU
MICRON TECHNOLOGY INC
+$28.4M
147,193
+16%
增持
—
CHUBB LIMITED
+$28.1M
406,365
+21%
增持
FFIV
F5 INC
+$27.6M
168,321
+210%
减持
SPY
SPDR S&P 500 ETF TR
+$27.3M
698,790
-14%
增持
META
META PLATFORMS INC
+$26.7M
716,911
+14%
增持
GLD
SPDR GOLD TR
+$26.4M
287,762
+9%
增持
RKLB
ROCKET LAB CORP
+$25.9M
428,717
+139%
增持
QLTY
GMO ETF TRUST
+$25.6M
760,417
+513%
增持
BAC
BANK AMERICA CORP
+$25.2M
3,071,634
+2%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$25.2M
828,462
+5529%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$24.8M
13,034,397
+12%
增持
SGOV
ISHARES TR
+$24.6M
2,125,547
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$24.3M
140,963
+4%
增持
GEV
GE VERNOVA INC
+$24.0M
228,502
+4%
增持
WM
WASTE MGMT INC DEL
+$24.0M
793,346
+15%
减持
DVN
DEVON ENERGY CORP NEW
-$23.9M
1,327,530
-35%
增持
CSCO
CISCO SYS INC
+$23.8M
2,700,893
+4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$23.0M
86,438
-55%
减持
OLED
UNIVERSAL DISPLAY CORP
-$23.0M
9,264
-95%
增持
POCT
INNOVATOR ETFS TRUST
+$22.8M
831,988
+157%
增持
NBSD
NEUBERGER BERMAN ETF TRUST
+$22.6M
447,327
+6773%
减持
PSA
PUBLIC STORAGE OPER CO
-$22.5M
91,798
-43%
增持
NOC
NORTHROP GRUMMAN CORP
+$22.2M
136,173
+39%
减持
CAT
CATERPILLAR INC
+$21.2M
157,290
-1%
增持
VOO
VANGUARD INDEX FDS
+$21.1M
881,778
+0%
增持
TSLA
TESLA INC
+$21.0M
451,646
+9%
减持
RPM
RPM INTL INC
-$20.6M
37,472
-83%
增持
SPYM
SPDR SERIES TRUST
+$20.5M
3,324,859
+5%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$20.3M
219,149
-63%
增持
AXP
AMERICAN EXPRESS CO
+$20.0M
326,407
+2%
增持
AMAT
APPLIED MATLS INC
+$20.0M
199,504
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$19.6M
1,171,905
+4%
增持
PEGA
PEGASYSTEMS INC
+$19.4M
498,713
+161%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$19.2M
198,961
-46%
增持
—
AMCOR PLC
+$19.2M
2,760,659
+396%
减持
RGLD
ROYAL GOLD INC
-$19.0M
33,469
-76%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$18.7M
1,177,458
+797%
减持
FISV
FISERV INC
-$18.6M
82,559
-60%
增持
ADI
ANALOG DEVICES INC
+$18.5M
275,311
+1%
增持
APPF
APPFOLIO INC
+$18.4M
109,089
+263%
增持
VXUS
VANGUARD STAR FDS
+$18.0M
3,191,019
+3%
减持
QQQ
INVESCO QQQ TR
+$17.1M
579,851
-5%
增持
PG
PROCTER AND GAMBLE CO
-$17.0M
1,718,923
+2%
增持
YUM
YUM BRANDS INC
+$17.0M
235,038
+84%
增持
RTX
RTX CORPORATION
+$16.8M
745,859
+0%
增持
—
EATON CORP PLC
-$16.5M
464,308
+1%
增持
FAST
FASTENAL CO
+$16.4M
1,474,717
+56%
增持
MSI
MOTOROLA SOLUTIONS INC
-$16.2M
284,418
+5%
增持
QSR
RESTAURANT BRANDS INTL INC
+$16.1M
262,765
+938%
减持
AMT
AMERICAN TOWER CORP NEW
-$16.0M
203,968
-26%
减持
AVAV
AEROVIRONMENT INC
-$15.8M
172,238
-3%
减持
IJR
ISHARES TR
+$15.8M
2,446,835
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$15.7M
424,838
+27%
减持
—
AON PLC
-$15.5M
32,664
-56%
减持
UPS
UNITED PARCEL SERVICE INC
+$15.4M
759,069
-0%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$15.3M
2,892,787
+26%
增持
EBAY
EBAY INC.
+$15.2M
347,162
+95%
增持
—
AMDOCS LTD
+$14.9M
324,484
+129%
增持
KLAC
KLA CORP
+$14.5M
29,233
+20%
减持
PANW
PALO ALTO NETWORKS INC
-$14.3M
460,550
-4%
增持
SNA
SNAP ON INC
+$14.2M
67,146
+129%
建仓
IBD
NORTHERN LTS FD TR IV
+$14.1M
585,420
增持
VTI
VANGUARD INDEX FDS
+$14.0M
1,082,504
+0%
减持
MSTR
STRATEGY INC
-$14.0M
40,509
-35%
增持
TSCO
TRACTOR SUPPLY CO
+$13.9M
388,193
+273%
增持
SHV
ISHARES TR
+$13.9M
1,630,567
+8%
增持
TEAM
ATLASSIAN CORPORATION
+$13.7M
110,650
+328%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.5M
3,254,229
+1%
减持
—
GARMIN LTD
-$13.5M
19,077
-72%
减持
FLS
FLOWSERVE CORP
+$13.4M
659,616
-1%
增持
FEGE
RBB FUND TRUST
+$13.4M
1,911,699
+10%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$13.3M
427,985
+1392%
增持
SCHW
SCHWAB CHARLES CORP
+$13.3M
1,152,841
+2%
清仓
—
ISHARES TR
-$13.2M
0
-100%
清仓
—
UNILEVER PLC
-$13.2M
0
-100%
增持
SHY
ISHARES TR
+$13.0M
567,526
+38%
