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Financial Engines Advisors L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Engines Advisors L.L.C.
报告期 2026-03-31 · CIK 0001420473
持仓数
530
前50大市值合计
$47.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 49
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD GROWTH ETF
-$201.6M
10,116,352
-3%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
-$153.0M
12,798,856
-11%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIE
-$133.7M
32,260,294
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。
+2%
减持
IGOV
ISHARES INTERNATIONAL TREASU
-$121.5M
14,921,371
-13%
减持
XT
ISHARES EXPONENTIAL TECH ETF
-$116.5M
33,439,651
-0%
减持
TECB
ISHARES US TECH BREAKTHROUGH
-$106.9M
6,096,896
-30%
增持
SCHF
SCHWAB INTL EQUITY ETF
-$95.1M
74,883,259
+1%
增持
SPYV
SPDR PORT S&P 500 VALUE
-$78.4M
73,483,846
+2%
增持
SPTI
SPDR PORT INT TREASURY TERM
+$71.4M
27,564,375
+13%
减持
IWD
ISHARES RUSSELL 1000 VALUE E
-$67.9M
10,200,291
-1%
减持
SCHV
SCHWAB US LARGE-CAP VALUE
-$63.1M
19,837,320
-1%
增持
SCHM
SCHWAB US MID CAP ETF
+$53.1M
20,492,571
+9%
增持
IGIB
ISHARES 5-10Y INV GRADE CORP
+$50.2M
46,977,153
+6%
增持
LQD
ISHARES IBOXX INVESTMENT GRA
-$50.0M
10,628,017
+1%
增持
SPTL
SPDR PORT LNG TRM TRSRY
-$49.3M
33,675,272
+8%
增持
SCHH
SCHWAB US REIT ETF
-$46.8M
47,357,977
+4%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWT
-$27.2M
22,180,268
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$26.5M
3,473,024
+1%
减持
IJH
ISHARES CORE S&P MIDCAP ETF
-$25.4M
1,903,090
-1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARK
+$22.7M
15,957,265
+7%
减持
GNMA
ISHARES GNMA BOND ETF
-$19.8M
79,556
-85%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
-$16.1M
7,512,660
+3%
减持
SCHE
SCHWAB EMERGING MARKETS EQUI
-$15.6M
19,499,128
-0%
减持
GOVT
ISHARES US TREASURY BOND ETF
-$14.7M
169,989
-79%
增持
VMBS
VANGUARD MORTGAGE-BACKED SEC
+$12.0M
1,341,794
+32%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$12.0M
5,018,362
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKE
-$11.7M
19,311,951
+2%
增持
MDYV
SPDR S&P 400 MID CAP VALUE E
+$11.3M
1,723,490
+18%
减持
BIV
VANGUARD INTERMEDIATE-TERM B
-$11.0M
23,887
-86%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM B
+$11.0M
246,976
+746%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$9.5M
152,117
-37%
增持
MDYG
SPDR S&P 400 MID CAPGROWTH E
+$9.4M
1,836,885
+12%
减持
SPIB
SPDR PORT INT CORP BOND ETF
-$9.3M
568,798
-33%
减持
BWX
SPDR BLOOMBERG INT TREASURY
-$9.3M
489,983
-44%
减持
SCHA
SCHWAB US SMALL-CAP ETF
-$8.3M
2,676,189
-2%
减持
EFA
ISHARES MSCI EAFE ETF
-$8.2M
1,664,967
-2%
减持
IWO
ISHARES RUSSELL 2000 GROWTH
-$7.6M
326,452
-2%
减持
IJK
ISHARES S&P MID-CAP 400 GROW
-$7.3M
1,660,170
-2%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE
-$7.0M
1,343,512
-1%
减持
VEA
VANGUARD FTSE DEVELOPED ETF
-$6.5M
1,105,983
-7%
减持
IJJ
ISHARES S&P MID-CAP 400 VALU
-$6.5M
797,679
-2%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWT
-$6.1M
1,412,078
-1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$5.9M
742,916
-10%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL
-$5.3M
20,617,316
+5%
减持
NANR
SPDR S&P NORTH AMERICAN NATU
+$5.1M
6,144,928
-1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$5.1M
305,232
-6%
增持
IEI
ISHARES 3-7 YEAR TREASURY BO
+$4.3M
4,235,037
+3%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$4.2M
60,999
减持
EFAV
ISHARES MSCI EAFE MIN VOL FA
-$4.2M
1,003,782
-3%
清仓
ALK
ALASKA AIR GROUP INC
-$4.2M
0
-100%
减持
AAPL
APPLE INC
-$4.2M
84,595
-12%
减持
LVHD
FRANKLIN U.S. LOW VOLATILITY
-$4.0M
1,192,694
-2%
减持
VTI
VANGUARD TOTAL STOCK MKT ETF
-$3.9M
373,678
-1%
减持
VSAT
VIASAT INC
-$3.9M
118,394
-20%
减持
SPHD
INVESCO S&P 500 HIGH DIVIDEN
-$3.3M
1,108,052
-2%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$3.2M
8,589
-83%
减持
TLT
ISHARES 20 PLUS YEAR TREASURY BO
-$3.2M
3,582
-90%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICI
-$3.1M
787,814
-3%
增持
SCHK
SCHWAB 1000 INDEX ETF
-$3.1M
24,787,431
+3%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$2.9M
487,752
-4%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$2.9M
449,670
-6%
建仓
PSX
PHILLIPS 66
+$2.4M
19,983
清仓
SRE
SEMPRA
-$2.2M
0
-100%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WOR
+$2.1M
56,501,879
+5%
减持
MUB
ISHARES NATIONAL MUNI BOND E
-$2.1M
475,611
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.9M
36,244
-8%
减持
CSCO
CISCO SYSTEMS INC
-$1.9M
9,984
-79%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US
-$1.9M
24,862
-60%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$1.8M
41,277
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
12,663
+51%
减持
VO
VANGUARD MID-CAP ETF
-$1.7M
32,250
-16%
减持
SCHO
SCHWAB SHORT-TERM US TREAS
-$1.7M
15,823
-69%
减持
VCSH
VANGUARD S/T CORP BOND ETF
-$1.6M
3,028,223
-0%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT
-$1.4M
764,416
-2%
减持
CORP
PIMCO INV GRADE CORP BD ETF
-$1.4M
3,894
-79%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$1.4M
48,891
-7%
减持
SHV
ISHARES SHORT TREASURY BOND
-$1.3M
196,304
-6%
增持
SPBO
SPDR PORTFOLIO CORPORATE BON
+$1.3M
228,654
+32%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$1.2M
26,553
-9%
减持
TSLA
TESLA INC
-$1.2M
21,505
-14%
减持
VTV
VANGUARD VALUE ETF
-$1.2M
82,870
-6%
减持
XLI
INDUSTRIAL SELECT SECT SPDR
-$1.1M
25,326
-25%
减持
BA
BOEING CO/THE
-$1.0M
33,452
-5%
减持
MDU
MDU RESOURCES GROUP INC
-$1.0M
32,128
-75%
减持
XLK
TECHNOLOGY SELECT SECT SPDR
-$995.9K
20,223
-18%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRST
-$993.8K
9,585
-15%
减持
MRSH
MARSH & MCLENNAN COS
-$885.5K
3,615
-82%
增持
SPMB
SPDR PORTFOLIO MORTGAGE BACK
+$853.2K
158,268,550
+5%
减持
IEMG
ISHARES CORE MSCI EMERGING
-$829.2K
282,470
-2%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$828.6K
2,586,335
+5%
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$824.7K
934
-47%
减持
GOOGL
ALPHABET INC-CL A
+$778.1K
85,514
-2%
增持
BND
VANGUARD TOTAL BOND MARKET
-$751.1K
824,597
+3%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$702.4K
25,247
-25%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$697.0K
322,407
-0%
建仓
—
INTEGRAL AD SCIENCE HOLDING
+$695.7K
58,509
清仓
EEMV
ISHARES MSCI EMG MKT MIN VOL
-$671.3K
0
-100%
减持
DFAC
DIMENSIONAL US CORE EQUITY 2
-$641.5K
534,031
-1%
增持
SON
SONOCO PRODUCTS CO
+$618.4K
27,600
+85%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-B
-$617.5K
26,999
-20%
增持
META
META PLATFORMS INC-CLASS A
+$613.6K
14,904
+11%
减持
IWP
ISHARES RUSSELL MID-CAP GROW
-$568.7K
44,678
-7%
减持
ABT
ABBOTT LABORATORIES
-$567.0K
27,872
-7%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID C
+$560.1K
40,073
+54%
减持
FREL
FIDELITY REAL ESTATE ETF
-$546.4K
181,942
-3%
减持
VFH
VANGUARD FINANCIALS ETF
-$527.3K
26,148
-19%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$522.7K
26,660
-5%
增持
RY
ROYAL BANK OF CANADA
+$496.2K
17,617
+61%
增持
BKCH
GLOBAL X BLOCKCHAIN ETF
-$474.2K
69,835
+3%
减持
VB
VANGUARD SMALL-CAP ETF
-$471.2K
34,292
-2%
建仓
LMT
LOCKHEED MARTIN CORP
+$460.4K
1,126
增持
JPM
JPMORGAN CHASE & CO
+$429.0K
5,838
+103%
增持
ESGD
ISHARES TRUST ISHARES ESG AW
+$427.4K
111,820
+12%
增持
VV
VANGUARD LARGE-CAP ETF
+$423.8K
5,056
+81%
减持
PG
PROCTER & GAMBLE CO/THE
-$420.5K
2,915
-48%
减持
SUB
ISHARES SHORT-TERM NATIONAL
-$419.5K
14,196
-21%
清仓
XLU
UTILITIES SELECT SECTOR SPDR
-$417.0K
0
-100%
增持
AMGN
AMGEN INC
+$415.1K
3,483
+48%
减持
JPRE
JPMORGAN REALTY INCOME ETF
-$404.1K
7,880
-53%
清仓
ISRG
INTUITIVE SURGICAL INC
-$391.5K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$383.6K
18,232
-6%
增持
SUSB
ISHARES ESG AWARE 1-5 YEAR U
+$364.6K
128,043
+14%
增持
GGG
GRACO INC
+$364.3K
10,109
+33%
增持
EEMX
SPDR MSCI EM FSL FL RSV FREE
+$354.5K
83,499
+22%
增持
NFLX
NETFLIX INC
-$351.7K
5,952
+1%
建仓
KNF
KNIFE RIVER CORP
+$341.1K
6,985
增持
T
AT&T INC
+$333.5K
75,251
+51%
增持
—
WILLIS TOWERS WATSON PLC
-$333.3K
16,557
+3%
增持
SUSC
ISHARES ESG AWARE USD CORPOR
+$329.0K
180,155
+14%
增持
FUL
H.B. FULLER CO.
+$326.3K
10,654
+88%
增持
LOW
LOWE'S COS INC
+$320.6K
2,793
+143%
建仓
AMAT
APPLIED MATERIALS INC
+$320.1K
2,312
减持
ABBV
ABBVIE INC
+$309.6K
84,431
-7%
清仓
IAGG
ISHARES INTL AGGREGATE BOND
-$308.5K
0
-100%
减持
VBK
VANGUARD SMALL-CAP GRWTH ETF
-$300.5K
9,100
-7%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
-$295.8K
466,398
+1%
清仓
DIV
GLOBAL X SUPERDIVIDEND USE
-$294.4K
0
-100%
建仓
COUR
COURSERA INC
+$284.4K
15,215
增持
—
EXXON MOBIL CORP
+$278.8K
12,719
+12%
减持
—
NORDSTROM INC
-$276.6K
40,691
-6%
减持
DFAE
DIMENSIONAL EMERGING CORE EQ
-$273.5K
23,268
-32%
建仓
DUK
DUKE ENERGY CORP
+$267.1K
3,027
清仓
—
STERIS PLC
-$265.3K
0
-100%
清仓
EFG
ISHARES MSCI EAFE GROWTH ETF
-$263.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$257.6K
10,068
+134%
建仓
GE
GENERAL ELECTRIC CO
+$252.5K
2,282
减持
VLUE
ISHARES MSCI USA VALUE FACTO
-$250.2K
2,590
-50%
建仓
CAT
CATERPILLAR INC
+$248.7K
911
建仓
INTC
INTEL CORP
+$248.1K
6,979
建仓
PFE
PFIZER INC
+$244.5K
7,372
