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ENVESTNET ASSET MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ENVESTNET ASSET MANAGEMENT INC
报告期 2026-03-31 · CIK 0001407543
持仓数
4,703
前50大市值合计
$168.47B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 1
增持 108
减持 41
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES TR
-$1.76B
99,998,079
-44%
增持
MBB
ISHARES TR
+$1.28B
24,748,635
+123%
增持
SHYG
ISHARES TR
+$960.3M
28,137,531
+491%
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
SPYV
SPDR SER TR
+$776.6M
23,192,234
+538%
增持
IYW
ISHARES TR
+$732.8M
10,835,414
+970%
增持
IUSB
ISHARES TR
+$714.3M
100,358,355
+18%
增持
EFV
ISHARES TR
+$705.8M
57,373,048
+15%
增持
MTUM
ISHARES TR
+$697.9M
9,919,531
+74%
减持
TIP
ISHARES TR
-$635.4M
3,771,835
-62%
增持
VOO
VANGUARD INDEX FDS
+$581.8M
13,765,705
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$528.0M
85,731,024
+2%
增持
IEFA
ISHARES TR
+$430.2M
41,491,986
+3%
增持
VTV
VANGUARD INDEX FDS
+$366.4M
20,420,590
+1%
增持
EEMV
ISHARES INC
+$343.7M
28,386,329
+24%
增持
HYG
ISHARES TR
+$343.2M
7,278,902
+170%
减持
BIL
SPDR SER TR
-$284.2M
11,547,839
-21%
增持
MDYV
SPDR SER TR
+$279.3M
4,436,594
+3158%
减持
AMZN
AMAZON COM INC
-$276.6M
7,318,081
-7%
增持
TLH
ISHARES TR
+$262.1M
7,933,437
+45%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$259.5M
3,101,486
+3795%
减持
HDV
ISHARES TR
-$248.8M
4,328,111
-44%
减持
ESGU
ISHARES TR
-$218.2M
53,136,216
-11%
减持
SHV
ISHARES TR
-$211.5M
3,955,525
-33%
增持
IWF
ISHARES TR
+$196.3M
5,718,604
+17%
增持
MUB
ISHARES TR
+$185.7M
13,927,059
+11%
增持
IVW
ISHARES TR
+$182.9M
12,121,368
+33%
增持
DFAC
DIMENSIONAL ETF TRUST
+$182.4M
22,162,715
+39%
增持
JPM
JPMORGAN CHASE & CO
+$173.8M
4,729,191
+7%
增持
MRK
MERCK & CO INC
+$167.1M
6,401,903
+2%
增持
AGG
ISHARES TR
+$165.8M
34,778,729
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$161.5M
64,995,941
+3%
减持
FALN
ISHARES TR
-$155.4M
9,778,224
-41%
增持
JNK
SPDR SER TR
+$153.7M
4,388,708
+60%
减持
IVV
ISHARES TR
+$149.5M
32,078,193
-6%
增持
IWD
ISHARES TR
+$142.3M
7,679,388
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$136.6M
5,953,008
+7%
增持
SPIB
SPDR SER TR
+$132.6M
6,711,198
+159%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$129.1M
34,197,219
+4%
增持
IWB
ISHARES TR
+$128.8M
5,245,805
+6%
增持
SUB
ISHARES TR
+$127.7M
6,089,331
+23%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$120.8M
7,988,903
-18%
增持
EFA
ISHARES TR
+$114.0M
8,378,093
+8%
减持
EFG
ISHARES TR
+$112.6M
21,477,206
-8%
减持
ITOT
ISHARES TR
-$111.4M
3,819,341
-30%
增持
V
VISA INC
+$107.2M
3,055,963
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$104.1M
4,434,199
-25%
减持
TSLA
TESLA INC
-$102.3M
664,953
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$100.4M
5,068,922
+22%
增持
—
BLACKROCK INC
+$99.4M
550,557
+4%
减持
CVX
CHEVRON CORP NEW
+$97.9M
2,970,888
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$96.6M
5,247,212
+16%
增持
ABBV
ABBVIE INC
+$94.8M
3,419,400
+0%
增持
MSFT
MICROSOFT CORP
+$94.4M
7,570,951
+2%
增持
MA
MASTERCARD INCORPORATED
+$94.1M
1,404,864
+1%
减持
SHY
ISHARES TR
-$93.3M
7,897,513
-13%
增持
HD
HOME DEPOT INC
+$92.1M
2,099,894
+1%
增持
AVGO
BROADCOM INC
+$90.3M
607,957
+8%
减持
VV
VANGUARD INDEX FDS
-$89.8M
1,303,121
-33%
减持
ESGE
ISHARES INC
-$87.9M
5,604,722
-40%
减持
MINT
PIMCO ETF TR
-$86.8M
954,507
-48%
减持
SPY
SPDR S&P 500 ETF TR
+$86.5M
3,508,699
-0%
减持
IGM
ISHARES TR
-$86.4M
17,685
-95%
增持
XLU
SELECT SECTOR SPDR TR
+$86.0M
4,377,809
+29%
增持
DUHP
DIMENSIONAL ETF TRUST
+$85.8M
3,958,882
+815%
增持
NKE
NIKE INC
+$85.5M
2,428,232
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$85.5M
3,924,458
+3277%
减持
IVE
ISHARES TR
-$85.1M
4,616,438
-21%
增持
CSCO
CISCO SYS INC
+$84.0M
8,739,528
+5%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$83.9M
3,304,496
-56%
增持
IJH
ISHARES TR
+$82.9M
2,653,810
+4%
增持
PM
PHILIP MORRIS INTL INC
+$81.7M
3,598,586
+6%
增持
MCD
MCDONALDS CORP
+$81.5M
816,037
+41%
增持
DFUV
DIMENSIONAL ETF TRUST
+$80.0M
9,161,250
+20%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$77.0M
3,504,724
+4%
减持
META
META PLATFORMS INC
-$77.0M
1,375,125
-23%
增持
GILD
GILEAD SCIENCES INC
+$73.9M
2,727,591
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$72.4M
4,087,972
+5%
增持
VB
VANGUARD INDEX FDS
+$71.7M
2,906,437
+8%
增持
SPYM
SPDR SER TR
+$71.4M
3,726,370
+63%
建仓
TEAM
ATLASSIAN CORPORATION
+$71.3M
553,900
增持
JNJ
JOHNSON & JOHNSON
+$71.2M
3,302,898
+5%
增持
IMTM
ISHARES TR
+$70.9M
11,768,797
+8%
增持
IWR
ISHARES TR
+$70.7M
8,466,777
+5%
减持
IDEV
ISHARES TR
-$69.9M
881,063
-64%
增持
—
LAM RESEARCH CORP
+$69.4M
313,616
+84%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$68.2M
2,927,622
+67%
减持
VXUS
VANGUARD STAR FDS
+$67.0M
14,120,989
-3%
增持
INTU
INTUIT
+$67.0M
594,380
+40%
减持
QQQ
INVESCO QQQ TR
-$65.3M
4,593,858
-5%
减持
IEMG
ISHARES INC
+$65.1M
19,707,386
-1%
增持
PEP
PEPSICO INC
+$64.4M
2,088,496
+9%
增持
IWS
ISHARES TR
+$64.4M
6,357,334
+1%
增持
VBR
VANGUARD INDEX FDS
+$63.6M
3,161,591
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$63.5M
15,178,528
+0%
减持
QCOM
QUALCOMM INC
-$63.4M
1,355,999
-28%
增持
IXUS
ISHARES TR
+$63.0M
8,954,526
+0%
增持
PG
PROCTER AND GAMBLE CO
+$62.6M
2,107,060
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$61.7M
502,221
+6%
增持
LCTU
BLACKROCK ETF TRUST
+$61.2M
3,929,844
+49%
增持
ILMN
ILLUMINA INC
+$60.6M
432,039
+208%
减持
VTI
VANGUARD INDEX FDS
+$60.1M
7,821,472
-2%
减持
NVO
NOVO-NORDISK A S
+$60.0M
1,771,618
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$59.1M
864,396
+3%
增持
PULS
PGIM ETF TR
+$58.9M
1,350,230
+795%
增持
—
LINDE PLC
+$58.6M
490,981
+30%
减持
—
EXXON MOBIL CORP
+$57.4M
3,028,952
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$56.4M
9,615,816
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$55.9M
5,684,844
+21%
增持
KO
COCA COLA CO
+$55.9M
4,491,818
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$55.5M
4,922,851
+26%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$55.0M
5,017,372
-18%
增持
AAPL
APPLE INC
-$54.3M
9,372,303
+2%
减持
HEFA
ISHARES TR
-$53.6M
8,981,989
-9%
增持
DGRO
ISHARES TR
+$52.8M
8,252,749
+2%
减持
GNRC
GENERAC HLDGS INC
-$52.8M
62,852
-81%
减持
SBUX
STARBUCKS CORP
+$52.7M
3,714,944
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$52.5M
919,038
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$51.8M
2,784,787
+43%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.3M
951,880
+36%
增持
SPYG
SPDR SER TR
+$51.2M
2,991,601
+49%
增持
—
CHUBB LIMITED
+$49.9M
1,108,076
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$49.7M
1,513,215
+2%
增持
PH
PARKER-HANNIFIN CORP
+$48.8M
301,266
+88%
减持
GOOG
ALPHABET INC
-$48.5M
5,438,159
-2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$48.1M
2,298,861
+1607%
增持
CAT
CATERPILLAR INC
+$47.2M
541,960
+8%
增持
—
FERGUSON PLC NEW
+$47.0M
516,736
+187%
增持
ABT
ABBOTT LABS
+$46.8M
2,699,026
+5%
增持
GSUS
GOLDMAN SACHS ETF TR
+$46.6M
1,912,121
+77%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.2M
1,062,603
+1%
增持
MET
METLIFE INC
+$44.6M
3,211,768
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$44.4M
1,977,879
+11%
增持
DFIV
DIMENSIONAL ETF TRUST
+$42.9M
4,675,644
+21%
减持
NVDA
NVIDIA CORPORATION
+$42.4M
1,917,238
-2%
增持
IVLU
ISHARES TR
+$41.8M
11,605,730
+1%
增持
—
TOTALENERGIES SE
+$41.6M
2,148,593
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$41.6M
5,369,525
+2%
增持
PSX
PHILLIPS 66
+$41.5M
1,436,824
+7%
增持
EFAV
ISHARES TR
+$41.2M
3,929,051
+7%
增持
ACWI
ISHARES TR
+$41.1M
950,490
+87%
减持
IQLT
ISHARES TR
+$41.0M
9,789,851
-1%
增持
IJJ
ISHARES TR
+$40.9M
1,836,083
+15%
增持
ADI
ANALOG DEVICES INC
+$40.8M
1,334,309
+4%
增持
AVY
AVERY DENNISON CORP
+$40.2M
286,475
+300%
减持
IAU
ISHARES GOLD TR
-$40.1M
3,169,034
-33%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$40.1M
2,117,750
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$39.6M
11,427,164
+4%
增持
IWN
ISHARES TR
+$39.4M
1,955,121
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$38.8M
5,324,827
+15%
减持
PYPL
PAYPAL HLDGS INC
-$38.6M
1,420,591
-13%
