小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 1
增持 7
减持 141
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$2.52B
1,326,740
-84%
减持
IVV
ISHARES TR
-$1.60B
4,483,729
-31%
减持
AAPL
APPLE INC
-$726.7M
5,621,716
-28%
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
-$645.5M
2,393,953
-21%
减持
AGG
ISHARES TR
-$491.7M
14,925,651
-24%
减持
NVDA
NVIDIA CORPORATION
-$478.9M
6,482,555
-16%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$402.5M
405,687
-91%
减持
IMTM
ISHARES TR
-$402.3M
11,979,760
-40%
减持
AMZN
AMAZON COM INC
-$382.6M
2,927,864
-25%
减持
SMTH
ALPS ETF TR
-$373.3M
42,086,273
-24%
减持
GOOGL
ALPHABET INC
-$338.9M
2,102,382
-26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$329.7M
12,959,833
-30%
减持
V
VISA INC
-$316.1M
593,095
-55%
减持
META
META PLATFORMS INC
-$308.3M
325,768
-55%
减持
USMV
ISHARES TR
-$252.8M
4,370,460
-37%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$252.4M
462,800
-74%
减持
SCHX
SCHWAB STRATEGIC TR
-$237.1M
11,009,922
-42%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$232.1M
9,124,355
-25%
减持
JPM
JPMORGAN CHASE & CO.
-$221.7M
1,264,868
-23%
减持
VOO
VANGUARD INDEX FDS
-$212.2M
582,041
-34%
减持
APP
APPLOVIN CORP
-$200.5M
15,821
-95%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$195.8M
5,507,331
-30%
减持
AVLV
AMERICAN CENTY ETF TR
-$194.2M
7,700,512
-26%
减持
LRCX
LAM RESEARCH CORP
-$182.2M
1,075,725
-44%
减持
USVM
VICTORY PORTFOLIOS II
-$170.0M
6,973,559
-21%
减持
GOVT
ISHARES TR
-$161.0M
22,955,036
-22%
减持
VTI
VANGUARD INDEX FDS
-$157.7M
699,791
-35%
减持
GOOG
ALPHABET INC
-$155.8M
850,790
-32%
减持
FNDF
SCHWAB STRATEGIC TR
-$148.1M
14,592,927
-21%
增持
KLAC
KLA CORP
+$142.6M
123,174
+321%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$136.3M
8,365,161
-23%
增持
APH
AMPHENOL CORP NEW
+$131.8M
1,560,039
+501%
减持
IJR
ISHARES TR
-$122.3M
1,462,756
-40%
减持
SPY
SPDR S&P 500 ETF TR
-$117.0M
667,038
-5%
减持
QQQ
INVESCO QQQ TR
-$115.4M
448,963
-23%
减持
BOXX
EA SERIES TRUST
-$115.0M
1,406,217
-42%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$108.7M
617,749
-23%
减持
SPYV
SPDR SERIES TRUST
-$108.7M
2,819,788
-39%
减持
AUSF
GLOBAL X FDS
-$104.8M
2,399,578
-49%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$104.8M
1,147,118
-27%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$104.5M
3,642,456
-36%
减持
MTUM
ISHARES TR
-$102.4M
614,259
-37%
减持
WMT
WALMART INC
-$101.9M
1,955,094
-35%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$101.6M
1,912,898
+855%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$96.7M
852,166
-27%
减持
DFAU
DIMENSIONAL ETF TRUST
-$94.0M
230,291
-89%
减持
LLY
ELI LILLY & CO
-$92.6M
161,388
-25%
减持
VUG
VANGUARD INDEX FDS
-$92.6M
467,125
-23%
减持
VXUS
VANGUARD STAR FDS
-$92.5M
2,026,689
-36%
减持
GE
GE AEROSPACE
-$92.2M
394,518
-36%
减持
HD
HOME DEPOT INC
-$91.9M
506,076
-23%
减持
ORCL
ORACLE CORP
-$91.0M
797,655
-13%
减持
WFC
WELLS FARGO CO NEW
-$89.8M
1,217,072
-34%
减持
MS
MORGAN STANLEY
-$89.7M
699,710
-28%
减持
SCHF
SCHWAB STRATEGIC TR
-$89.7M
5,609,716
-40%
清仓
EVSB
MORGAN STANLEY ETF TRUST
-$87.2M
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$85.3M
822,040
-68%
减持
SPYM
SPDR SERIES TRUST
-$82.4M
2,499,654
-25%
减持
ALAB
ASTERA LABS INC
-$81.5M
14,300
-97%
减持
ABT
ABBOTT LABS
-$78.7M
1,203,269
-22%
减持
SCHV
SCHWAB STRATEGIC TR
-$77.3M
3,812,136
-40%
减持
PG
PROCTER AND GAMBLE CO
-$76.2M
1,255,704
-27%
减持
IWB
ISHARES TR
-$75.1M
333,625
-34%
减持
TSLA
TESLA INC
-$74.3M
344,515
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$73.5M
992,531
-8%
减持
SCHM
SCHWAB STRATEGIC TR
-$73.2M
3,418,815
-41%
减持
WM
WASTE MGMT INC DEL
-$72.3M
487,222
-39%
减持
MDYV
SPDR SERIES TRUST
-$71.3M
1,285,715
-38%
减持
MA
MASTERCARD INCORPORATED
-$70.1M
215,035
-17%
减持
SHV
ISHARES TR
-$69.6M
999,682
-39%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$68.0M
2,187,334
-33%
减持
SGOV
ISHARES TR
-$66.9M
1,459,670
-31%
减持
SCHD
SCHWAB STRATEGIC TR
-$65.2M
4,979,785
-35%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$64.3M
1,445,107
-40%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$63.8M
10,005,029
-23%
减持
CIEN
CIENA CORP
-$61.4M
290,123
-60%
减持
QCOM
QUALCOMM INC
-$60.9M
578,684
-17%
减持
HCA
HCA HEALTHCARE INC
-$60.9M
30,911
-80%
减持
AXP
AMERICAN EXPRESS CO
-$60.2M
232,619
-29%
减持
CSCO
CISCO SYS INC
-$59.2M
1,925,495
-29%
减持
DFAC
DIMENSIONAL ETF TRUST
-$59.1M
2,983,695
-31%
减持
ICSH
ISHARES TR
-$58.6M
1,737,458
-40%
增持
VNQ
VANGUARD INDEX FDS
+$58.6M
950,636
+228%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$57.6M
90,575
-32%
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$57.1M
1,860,571
-37%
减持
DIS
DISNEY WALT CO
-$56.6M
688,965
-29%
减持
MCK
MCKESSON CORP
-$56.6M
106,615
-41%
减持
DFAT
DIMENSIONAL ETF TRUST
-$56.5M
1,078,809
-46%
减持
—
EATON CORP PLC
-$56.4M
273,391
-41%
减持
JNJ
JOHNSON & JOHNSON
-$56.2M
1,555,687
-20%
减持
VTV
VANGUARD INDEX FDS
-$55.9M
1,446,101
-17%
减持
ONOF
GLOBAL X FDS
-$55.5M
1,278,106
-52%
减持
SCHW
SCHWAB CHARLES CORP
-$54.8M
705,118
-39%
减持
—
ACCENTURE PLC IRELAND
-$54.6M
245,374
-25%
减持
TJX
TJX COS INC NEW
-$54.4M
990,375
-27%
减持
IWF
ISHARES TR
-$54.2M
311,547
-21%
减持
MMM
3M CO
-$53.1M
374,879
-42%
减持
DBEF
DBX ETF TR
-$52.6M
1,166,594
-48%
减持
BX
BLACKSTONE INC
-$51.6M
233,763
-50%
减持
SCHA
SCHWAB STRATEGIC TR
-$51.5M
2,688,510
-39%
减持
SPTM
SPDR SERIES TRUST
-$51.0M
1,405,129
-28%
减持
DUHP
DIMENSIONAL ETF TRUST
-$50.9M
1,552,236
-45%
减持
IEFA
ISHARES TR
-$50.7M
1,973,972
-22%
减持
MCD
MCDONALDS CORP
-$50.6M
253,086
-40%
减持
ABBV
ABBVIE INC
-$50.3M
540,541
-15%
减持
TBIL
RBB FD INC
-$50.2M
849,566
-54%
减持
DSTL
ETF SER SOLUTIONS
-$50.2M
1,822,049
-28%
减持
LOW
LOWES COS INC
-$49.8M
299,005
-26%
减持
PANW
PALO ALTO NETWORKS INC
-$48.6M
370,373
-20%
减持
DGRW
WISDOMTREE TR
-$48.0M
716,773
-42%
减持
SCHG
SCHWAB STRATEGIC TR
-$47.7M
1,849,267
-41%
减持
VB
VANGUARD INDEX FDS
-$46.9M
228,029
-43%
减持
ISRG
INTUITIVE SURGICAL INC
-$46.5M
99,823
-29%
减持
DFUS
DIMENSIONAL ETF TRUST
-$46.5M
1,028,531
-35%
减持
IEF
ISHARES TR
-$46.1M
1,218,901
-28%
减持
COR
CENCORA INC
-$45.7M
156,972
-43%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$45.6M
1,186,981
-44%
减持
WINN
HARBOR ETF TRUST
-$45.6M
1,590,662
-45%
减持
IJH
ISHARES TR
-$45.6M
2,014,496
-21%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$44.6M
393,842
-69%
减持
BIV
VANGUARD BD INDEX FDS
-$44.4M
939,709
-37%
减持
FFIV
F5 INC
-$43.3M
9,620
-94%
减持
XLK
SELECT SECTOR SPDR TR
-$42.3M
335,304
-44%
减持
DFUV
DIMENSIONAL ETF TRUST
-$42.3M
1,806,666
-33%
减持
EFA
ISHARES TR
-$42.1M
691,834
-38%
减持
SCHZ
SCHWAB STRATEGIC TR
-$41.6M
2,192,525
-45%
减持
—
EXXON MOBIL CORP
-$41.2M
1,828,424
-30%
减持
GWW
WW GRAINGER INC
-$41.0M
13,477
-75%
减持
PGR
PROGRESSIVE CORP
-$40.5M
268,090
-38%
减持
GLD
SPDR GOLD TR
-$40.4M
196,633
-32%
减持
TXUE
THORNBURG ETF TR
-$39.9M
1,866,122
-41%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$39.9M
1,400,678
-34%
减持
DHI
D R HORTON INC
-$39.4M
315,704
-45%
增持
HWM
HOWMET AEROSPACE INC
+$39.0M
238,320
+297%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$38.8M
40,221
-93%
减持
TCAF
T ROWE PRICE ETF INC
-$38.7M
1,241,328
-42%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$38.7M
988,226
+148%
减持
MRK
MERCK & CO INC
-$38.7M
1,431,644
-20%
减持
DFIV
DIMENSIONAL ETF TRUST
-$38.6M
1,196,765
-41%
减持
DIVO
AMPLIFY ETF TR
-$38.0M
1,940,940
-29%
减持
JMBS
JANUS DETROIT STR TR
-$37.9M
1,073,162
-43%
减持
TOTL
SSGA ACTIVE ETF TR
-$37.7M
1,202,762
-43%
减持
SPDW
SPDR INDEX SHS FDS
-$37.4M
1,187,270
-41%
增持
LMT
LOCKHEED MARTIN CORP
+$37.3M
236,710
+31%
建仓
XAGG
MORGAN STANLEY ETF TRUST
+$37.3M
748,917
减持
COWZ
PACER FDS TR
-$37.1M
785,815
-44%
减持
MSI
MOTOROLA SOLUTIONS INC
-$36.9M
194,122
-32%
减持
RTX
RTX CORPORATION
-$36.7M
704,867
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$36.4M
406,849
-30%
减持
GEV
GE VERNOVA INC
-$36.2M
139,435
-39%
