13FBOX
财富增值顾问 · 13F 持仓分析
期权收益计算器 机构排行

财富增值顾问

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNo.180 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$605.02亿
环比变动 Q1 2026
+$147.04亿+32.1%
持仓股票数
3973
新买入
551
加仓
2399
减仓
941
清仓
147
持股不变
82
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
5.98%6.43%$36.20亿479.1万股$29.45亿448.4万股+30.8万股+6.86%加仓
苹果AAPL
3.13%<0.01%$18.93亿647.4万股$132.1万3,500股+647.1万股+184,879.20%加仓
IiShares安硕信托AGG
2.67%3.21%$16.17亿1,660.2万股$14.71亿1,492.6万股+167.7万股+11.23%加仓
英伟达NVDA
2.21%<0.01%$13.35亿733.7万股$97.2万200股+733.6万股+3,668,246.50%加仓
AALPS ETF信托SMTH
2.08%2.34%$12.58亿4,972.5万股$10.74亿4,208.6万股+763.9万股+18.15%加仓
微软MSFT
1.59%1.75%$9.62亿273.5万股$7.99亿235.8万股+37.7万股+15.99%加仓
V先锋领航·FSTEVWO
1.43%1.51%$8.68亿1,460.0万股$6.93亿1,296.0万股+164.1万股+12.66%加仓
S嘉信策略信托SCHC
1.42%1.55%$8.59亿1,640.9万股$7.08亿1,459.3万股+181.6万股+12.45%加仓
VVictory组合IIUSVM
1.41%1.44%$8.55亿795.1万股$6.59亿697.4万股+97.7万股+14.02%加仓
A美国世纪ETF信托AVLV
1.39%1.36%$8.43亿922.6万股$6.21亿770.1万股+152.6万股+19.82%加仓
JJPMORGAN U.S. MOMENTUM FACTORJMOM
1.34%1.37%$8.09亿968.5万股$6.28亿912.4万股+56.1万股+6.15%加仓
亚马逊AMZN
1.26%1.23%$7.59亿337.1万股$5.62亿292.8万股+44.3万股+15.13%加仓
谷歌AGOOGL
1.21%1.2%$7.30亿230.0万股$5.50亿210.2万股+19.8万股+9.42%加仓
IiShares安硕信托IMTM
1.16%1.27%$7.04亿1,342.8万股$5.82亿1,198.0万股+144.9万股+12.09%加仓
美光科技MU
0.96%0.13%$5.81亿62.5万股$6,098.3万19.2万股+43.3万股+225.25%加仓
IiShares安硕信托GJS
0.96%1.14%$5.80亿2,585.9万股$5.21亿2,295.5万股+290.4万股+12.65%加仓
I景顺·S&PSPHQ
0.86%0.91%$5.23亿594.9万股$4.16亿550.7万股+44.1万股+8.02%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
0.81%0.92%$4.93亿976.2万股$4.22亿836.5万股+139.7万股+16.70%加仓
SSPDR标普500 ETFSPY
0.8%<0.01%$4.82亿67.4万股$36.3万700股+67.3万股+96,163.14%加仓
AVANTIS INTLNGG
0.79%0.87%$4.79亿536.9万股$3.98亿468.0万股+69.0万股+14.74%加仓
IiShares安硕信托USMV
0.76%0.89%$4.59亿470.3万股$4.07亿437.0万股+33.2万股+7.60%加仓
强生JNJ
0.71%0.74%$4.29亿183.4万股$3.41亿155.6万股+27.8万股+17.88%加仓
摩根大通JPM
0.66%0.72%$4.01亿134.5万股$3.29亿126.5万股+8.0万股+6.30%加仓
V先锋领航指数基金VOO
0.65%0.76%$3.94亿57.3万股$3.49亿58.2万股-8,956股-1.54%减仓
博通AVGO
0.59%<0.01%$3.60亿139.3万股$26.3万3,000股+139.0万股+46,324.63%加仓
伯克希尔哈撒韦BRK.B
0.58%1.02%$3.49亿72.7万股$4.66亿99.3万股-26.5万股-26.74%减仓
AAlphabet Inc Class CGOOG
0.57%0.52%$3.44亿101.8万股$2.38亿85.1万股+16.7万股+19.66%加仓
S嘉信·USSCHX
0.55%0.62%$3.34亿1,123.1万股$2.85亿1,101.0万股+22.2万股+2.01%加仓
I景顺QQQ信托VOO
0.54%<0.01%$3.24亿45.8万股$24.6万600股+45.7万股+76,163.50%加仓
泛林集团LRCX
0.54%0.48%$3.24亿99.2万股$2.19亿107.6万股-8.4万股-7.81%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.53%0.54%$3.20亿134.6万股$2.48亿114.7万股+19.9万股+17.35%加仓
V先锋领航指数基金VTV
0.52%0.62%$3.17亿144.7万股$2.84亿144.6万股+826股+0.06%加仓
应用材料AMAT
0.52%0.1%$3.13亿70.1万股$4,540.2万29.5万股+40.5万股+137.45%加仓
CrowdStrikeCRWD
0.48%0.07%$2.88亿37.7万股$3,378.7万9.1万股+28.6万股+313.95%加仓
埃克森美孚XOM
0.46%0.6%$2.80亿213.5万股$2.76亿182.8万股+30.6万股+16.74%加仓
G通用动力VTI
0.44%0.46%$2.65亿74.8万股$2.12亿2.1万股+72.7万股+3,495.99%加仓
沃尔玛WMT
0.44%0.53%$2.65亿236.5万股$2.42亿195.5万股+41.0万股+20.96%加仓
V先锋领航指数基金VUG
0.43%0.45%$2.59亿297.4万股$2.06亿46.7万股+250.7万股+536.74%加仓
I景顺·NASDAQ 100 ETFQQQM
0.42%0.45%$2.55亿85.9万股$2.04亿85.2万股+6,929股+0.81%加仓
IiShares安硕·COREIJR
0.39%0.4%$2.37亿163.1万股$1.83亿146.3万股+16.9万股+11.53%加仓
F富兰克林邓普顿ETF信托FLIA
0.39%0.44%$2.34亿1,158.7万股$2.00亿1,000.5万股+158.2万股+15.81%加仓
S道富SPYM
0.37%0.41%$2.22亿261.9万股$1.88亿250.0万股+11.9万股+4.76%加仓
思科CSCO
0.37%0.31%$2.21亿192.2万股$1.44亿192.5万股-3,877股-0.20%减仓
Meta平台META
0.36%0.36%$2.19亿37.5万股$1.65亿32.6万股+5.0万股+15.21%加仓
CHUBB LIMITEDCB
0.34%0.22%$2.07亿64.9万股$9,850.8万34.7万股+30.2万股+86.86%加仓
礼来LLY
0.33%0.3%$1.99亿18.5万股$1.36亿16.1万股+2.4万股+14.88%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.32%0.4%$1.96亿388.4万股$1.84亿364.2万股+24.1万股+6.63%加仓
IiShares安硕信托MTUM
0.32%0.33%$1.96亿60.8万股$1.51亿61.4万股-6,637股-1.08%减仓
IiShares安硕信托IEFA
0.32%0.39%$1.93亿199.3万股$1.80亿197.4万股+1.9万股+0.96%加仓
宝洁PG
0.32%0.36%$1.92亿141.2万股$1.64亿125.6万股+15.6万股+12.45%加仓

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