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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 99
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$1.77B
53,995,134
+115%
增持
IUSB
ISHARES TR
+$1.56B
159,010,384
+21%
增持
AGG
ISHARES TR
+$671.4M
48,879,111
+11%
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。
清仓
—
BLACKROCK INC
-$539.7M
0
-100%
减持
IWY
ISHARES TR
-$513.5M
446,747
-84%
增持
IWX
ISHARES TR
+$487.7M
6,019,497
+30395%
增持
EMXC
ISHARES INC
+$476.7M
27,253,947
+36%
减持
HEFA
ISHARES TR
-$470.3M
7,305,664
-64%
增持
VOO
VANGUARD INDEX FDS
+$463.8M
12,766,534
+2%
减持
SPYG
SPDR SER TR
-$462.7M
6,078,284
-50%
增持
SPYV
SPDR SER TR
+$451.2M
12,573,373
+187%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$422.4M
96,488,801
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$392.8M
13,800,033
+69%
增持
BSV
VANGUARD BD INDEX FDS
+$365.7M
53,667,204
+7%
增持
AAPL
APPLE INC
+$344.8M
12,837,372
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$338.6M
20,570,831
+41%
增持
HDV
ISHARES TR
+$332.2M
3,487,985
+386%
增持
QUAL
ISHARES TR
+$330.4M
28,545,236
+2%
增持
MBB
ISHARES TR
+$329.8M
27,433,729
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$329.4M
17,063,862
+58%
增持
DUHP
DIMENSIONAL ETF TRUST
+$316.4M
36,920,597
+25%
增持
DFUV
DIMENSIONAL ETF TRUST
+$308.5M
32,965,845
+21%
减持
IEMG
ISHARES INC
-$300.1M
25,604,861
-23%
增持
GOVT
ISHARES TR
+$299.2M
67,988,838
+18%
增持
IVE
ISHARES TR
+$298.4M
12,941,985
+5%
清仓
—
LAM RESEARCH CORP
-$279.5M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$265.3M
66,198,395
+3%
减持
IVV
ISHARES TR
+$259.7M
34,647,971
-4%
增持
IJR
ISHARES TR
+$252.8M
17,767,487
+4%
减持
MSFT
MICROSOFT CORP
-$249.0M
10,084,597
-2%
减持
GOOG
ALPHABET INC
-$232.6M
6,388,874
-10%
减持
VTV
VANGUARD INDEX FDS
+$232.2M
19,794,710
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$225.0M
58,130,850
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$217.8M
56,589,521
+6%
减持
IEFA
ISHARES TR
+$202.6M
38,779,691
-0%
增持
META
META PLATFORMS INC
+$199.8M
2,214,365
+5%
增持
DGRO
ISHARES TR
+$199.8M
11,463,441
+27%
增持
DFIV
DIMENSIONAL ETF TRUST
+$194.7M
18,945,456
+29%
增持
UNH
UNITEDHEALTH GROUP INC
+$194.2M
2,191,037
+3%
清仓
—
FERGUSON PLC NEW
-$187.4M
0
-100%
增持
HD
HOME DEPOT INC
+$187.1M
2,598,689
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$182.5M
41,921,978
+1%
增持
IJH
ISHARES TR
+$180.6M
25,694,310
+6%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$179.0M
480,300
-78%
建仓
—
TE CONNECTIVITY PLC
+$174.6M
1,155,955
减持
BIL
SPDR SER TR
-$171.9M
5,672,417
-25%
增持
JAAA
JANUS DETROIT STR TR
+$166.4M
5,118,540
+177%
建仓
FERG
FERGUSON ENTERPRISES INC
+$162.6M
818,955
增持
DIHP
DIMENSIONAL ETF TRUST
+$160.2M
22,436,808
+28%
增持
ORCL
ORACLE CORP
+$159.2M
3,910,883
+9%
减持
CVX
CHEVRON CORP NEW
-$158.1M
4,543,242
-14%
减持
TIP
ISHARES TR
-$154.7M
2,117,130
-42%
清仓
—
TE CONNECTIVITY LTD
-$153.4M
0
-100%
减持
GOOGL
ALPHABET INC
-$153.0M
6,563,283
-4%
减持
IYW
ISHARES TR
-$150.2M
10,735,715
-9%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$148.9M
6,112,951
+763%
增持
VB
VANGUARD INDEX FDS
+$145.8M
5,208,731
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$134.4M
26,999,706
+14%
增持
SCHG
SCHWAB STRATEGIC TR
+$133.4M
10,938,669
+10%
减持
XLC
SELECT SECTOR SPDR TR
-$129.4M
4,602,429
-28%
增持
AVUV
AMERICAN CENTY ETF TR
+$127.5M
1,807,129
+254%
减持
TLH
ISHARES TR
-$126.7M
3,445,622
-30%
增持
IWD
ISHARES TR
+$126.5M
6,477,112
+2%
增持
VICI
VICI PPTYS INC
+$124.8M
7,952,016
+63%
减持
ABBV
ABBVIE INC
+$116.7M
4,978,630
-1%
增持
AVSC
AMERICAN CENTY ETF TR
+$115.6M
11,962,624
+13%
增持
MUB
ISHARES TR
+$114.7M
19,219,598
+4%
增持
EWJ
ISHARES INC
+$112.7M
7,957,981
+19%
增持
IEUR
ISHARES TR
+$111.4M
3,695,389
+85%
增持
PH
PARKER-HANNIFIN CORP
+$111.0M
698,150
+7%
增持
SPYM
SPDR SER TR
+$104.1M
11,289,218
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$100.6M
2,748,725
+1%
减持
MRK
MERCK & CO INC
-$99.9M
7,506,971
-2%
减持
—
ACCENTURE PLC IRELAND
+$99.3M
2,208,415
-2%
增持
NVO
NOVO-NORDISK A S
-$97.8M
4,278,660
+1%
减持
PM
PHILIP MORRIS INTL INC
+$96.8M
5,600,995
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$92.9M
9,799,885
+22%
增持
SCHV
SCHWAB STRATEGIC TR
+$91.9M
4,852,082
+21%
增持
PGR
PROGRESSIVE CORP
+$91.1M
1,734,307
+3%
增持
SPTL
SPDR SER TR
+$90.6M
14,832,774
+19%
增持
JNJ
JOHNSON & JOHNSON
+$89.3M
4,414,294
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$89.1M
16,910,184
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$87.8M
3,790,778
+18%
增持
IWF
ISHARES TR
+$85.3M
5,225,928
+2%
减持
IVW
ISHARES TR
-$84.9M
46,491,725
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$84.8M
5,020,708
-24%
增持
NEE
NEXTERA ENERGY INC
+$84.6M
5,845,861
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$82.0M
1,674,235
+5%
减持
SHW
SHERWIN WILLIAMS CO
+$81.4M
1,095,084
-3%
增持
SPGI
S&P GLOBAL INC
+$80.6M
1,081,325
+1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$80.0M
1,229,593
+5392%
减持
WMT
WALMART INC
+$79.9M
6,310,402
-1%
减持
TEAM
ATLASSIAN CORPORATION
-$79.8M
327,409
-56%
减持
LOW
LOWES COS INC
+$78.2M
1,605,519
-1%
增持
POOL
POOL CORP
+$76.4M
482,860
+41%
增持
XLRE
SELECT SECTOR SPDR TR
+$76.3M
2,557,749
+159%
减持
QCOM
QUALCOMM INC
-$75.9M
2,205,338
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$75.6M
4,525,660
+16%
增持
AMZN
AMAZON COM INC
-$75.0M
12,555,144
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$75.0M
7,267,494
-14%
增持
MTUM
ISHARES TR
+$74.7M
7,956,886
+1%
增持
EA
ELECTRONIC ARTS INC
+$74.6M
794,147
+181%
减持
VLUE
ISHARES TR
-$74.1M
1,707,351
-32%
增持
GNRC
GENERAC HLDGS INC
+$73.9M
535,264
+535%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.8M
1,358,073
+4%
增持
ABT
ABBOTT LABS
+$73.6M
4,652,359
+6%
减持
EW
EDWARDS LIFESCIENCES CORP
-$73.3M
501,661
-56%
增持
SE
SEA LTD
+$73.2M
914,535
+401%
减持
MA
MASTERCARD INCORPORATED
+$71.2M
1,995,980
-4%
增持
TSLA
TESLA INC
+$71.1M
1,105,293
+0%
增持
SPTS
SPDR SER TR
+$70.8M
7,170,019
+48%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$70.5M
19,875,748
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$70.3M
3,767,842
+126%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$69.6M
3,247,899
+63%
增持
SCHD
SCHWAB STRATEGIC TR
+$67.3M
6,361,912
+5%
增持
IXUS
ISHARES TR
+$67.1M
11,375,434
+1%
减持
COST
COSTCO WHSL CORP NEW
-$67.0M
562,988
-15%
增持
IDEV
ISHARES TR
+$66.8M
2,137,921
+66%
减持
RTX
RTX CORPORATION
+$66.6M
3,417,717
-1%
减持
JKHY
HENRY JACK & ASSOC INC
-$66.5M
616,501
-42%
增持
XLY
SELECT SECTOR SPDR TR
+$66.4M
2,596,242
+4%
增持
IGSB
ISHARES TR
+$66.0M
5,076,765
+29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$65.8M
909,697
+1%
增持
GE
GE AEROSPACE
+$65.7M
1,163,847
+20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$64.6M
10,340,883
+3%
增持
—
ARCH CAP GROUP LTD
+$64.3M
2,389,509
+19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.4M
2,215,860
+7%
增持
MCD
MCDONALDS CORP
+$62.3M
1,187,660
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.2M
1,429,486
-24%
增持
BND
VANGUARD BD INDEX FDS
+$61.5M
18,991,524
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$61.2M
3,068,287
+164%
减持
LMT
LOCKHEED MARTIN CORP
+$60.9M
770,078
-8%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$60.9M
1,393,318
+236%
增持
COWZ
PACER FDS TR
+$60.6M
7,082,878
+11%
增持
FISV
FISERV INC
+$60.4M
1,873,287
+1%
减持
VO
VANGUARD INDEX FDS
+$60.3M
2,811,380
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$59.5M
5,357,722
-3%
增持
DEO
DIAGEO PLC
+$59.2M
1,434,514
+27%
减持
DG
DOLLAR GEN CORP NEW
-$59.0M
293,815
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$58.9M
1,225,426
-1%
减持
NOW
SERVICENOW INC
+$58.3M
648,882
-2%
增持
GEV
GE VERNOVA INC
+$57.0M
402,841
+51%
增持
WEC
WEC ENERGY GROUP INC
+$57.0M
2,047,116
+15%
增持
V
VISA INC
+$56.5M
4,203,361
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$56.5M
2,913,065
+28%
减持
CRM
SALESFORCE INC
-$55.7M
1,399,264
-18%
减持
IWP
ISHARES TR
-$55.5M
1,637,656
-27%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$55.3M
10,608,561
+1%
增持
DHI
D R HORTON INC
+$55.0M
1,039,331
+2%
减持
VUG
VANGUARD INDEX FDS
+$54.7M
8,274,945
-1%
