Análisis de declaraciones
Wealth Enhancement Advisory Services, Llc
13F-HR · período Q2 2026 · presentado Jul 15, 2026
$59.79BValor 13F declarado
4,384Posiciones
+527Nuevo
2361Incrementada
933Reducida
−124Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| BRIF | $98.91M | 0.2% |
| BRIB | $36.90M | 0.1% |
| ACYN | $31.43M | 0.1% |
| RMHY | $26.39M | 0.0% |
| HONA Honeywell Aerospace Inc | $25.67M | 0.0% |
| PMAY | $18.53M | 0.0% |
| SPCX Space Exploration… | $16.84M | 0.0% |
| AZN AstraZeneca PLC | $16.10M | 0.0% |
| BBP | $10.46M | 0.0% |
| GBND | $8.07M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| AAPL Apple Inc. | ▲ Add | +15.3% | $1.87B |
| NVDA NVIDIA Corporation | ▲ Add | +13.1% | $1.33B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +6.9% | $3.62B |
| MU Micron Technology, Inc. | ▲ Add | +224.9% | $579.99M |
| SPY State Street SPDR S&P 500 ETF | ▲ Add | +2.1% | $423.71M |
| AVGO Broadcom Inc. | ▲ Add | +4.8% | $356.87M |
| QQQ Invesco QQQ Trust, Series 1 | ▲ Add | +0.4% | $305.73M |
| AMAT Applied Materials, Inc. | ▲ Add | +137.4% | $312.73M |
| VTI Vanguard Morningstar Total… | ▲ Add | +7.1% | $257.93M |
| AVLV Avantis U.S. Large Cap Value… | ▲ Add | +19.8% | $843.14M |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.