Wealth Enhancement Advisory Services, LLC 13F 持仓 · 2026年Q2
Wealth Enhancement Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 3,938 只证券，申报市值合计 597.87 亿美元。前几大持仓：IVV（6.05%）、AAPL（3.17%）、AGG（2.71%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $3.62B | 6.05% | 4.8M | 增持 |
| 2 | AAPL | APPLE INC | $1.89B | 3.17% | 6.5M | 增持 |
| 3 | AGG | ISHARES TR | $1.62B | 2.71% | 16.6M | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $1.33B | 2.23% | 7.3M | 增持 |
| 5 | SMTH | ALPS ETF TR | $1.26B | 2.10% | 49.7M | 增持 |
| 6 | MSFT | MICROSOFT CORP | $962.1M | 1.61% | 2.7M | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $868.1M | 1.45% | 14.6M | 增持 |
| 8 | FNDF | SCHWAB STRATEGIC TR | $858.6M | 1.44% | 16.4M | 增持 |
| 9 | USVM | VICTORY PORTFOLIOS II | $854.8M | 1.43% | 8.0M | 增持 |
| 10 | AVLV | AMERICAN CENTY ETF TR | $843.1M | 1.41% | 9.2M | 增持 |
| 11 | JMOM | J P MORGAN EXCHANGE TRADED F | $809.0M | 1.35% | 9.7M | 增持 |
| 12 | AMZN | AMAZON COM INC | $759.4M | 1.27% | 3.4M | 增持 |
| 13 | GOOGL | ALPHABET INC | $730.3M | 1.22% | 2.3M | 增持 |
| 14 | IMTM | ISHARES TR | $703.5M | 1.18% | 13.4M | 增持 |
| 15 | GOVT | ISHARES TR | $580.2M | 0.97% | 25.9M | 增持 |
| 16 | MU | MICRON TECHNOLOGY INC | $580.5M | 0.97% | 624,533 | 增持 |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $522.5M | 0.87% | 5.9M | 增持 |
| 18 | UYLD | ANGEL OAK FUNDS TRUST | $492.8M | 0.82% | 9.8M | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $481.9M | 0.81% | 673,842 | 增持 |
| 20 | AVDE | AMERICAN CENTY ETF TR | $479.3M | 0.80% | 5.4M | 增持 |
| 21 | USMV | ISHARES TR | $458.5M | 0.77% | 4.7M | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $429.1M | 0.72% | 1.8M | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $400.9M | 0.67% | 1.3M | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $394.2M | 0.66% | 573,085 | 减持 |
| 25 | AVGO | BROADCOM INC | $359.6M | 0.60% | 1.4M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR