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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 78
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
IAGG
ISHARES INTL AGGREGATE BOND
+$574.2M
11,529,466
减持
IGOV
iShares International Treasury Bond ETF
-$527.6M
653,915
-96%
增持
SPYV
SPDR PORT S&P 500 VALUE
+$438.4M
74,423,549
+1%
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。
减持
VUG
VANGUARD GROWTH ETF
+$284.8M
9,777,219
-3%
增持
SCHF
SCHWAB INTL EQUITY ETF
+$272.1M
76,166,748
+2%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIE
+$259.9M
32,925,326
+2%
增持
XT
ISHARES EXPONENTIAL TECH ETF
+$256.8M
33,450,288
+0%
增持
SPMB
SPDR PORTFOLIO MORTGAGE BACK
+$253.4M
160,642,834
+2%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WOR
+$231.8M
58,333,459
+3%
增持
IGIB
ISHARES 5-10Y INV GRADE CORP
+$213.9M
48,064,172
+2%
增持
SCHM
SCHWAB US MID CAP ETF
+$204.9M
21,134,065
+3%
增持
SCHH
SCHWAB US REIT ETF
+$170.3M
48,810,587
+3%
增持
SPTL
SPDR PORT LNG TRM TRSRY
+$159.8M
35,852,813
+6%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWT
+$146.1M
22,455,586
+1%
增持
SCHK
SCHWAB 1000 INDEX ETF
+$135.1M
25,155,133
+1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL
+$129.1M
21,096,762
+2%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$121.2M
7,697,996
+2%
减持
IWD
ISHARES RUSSELL 1000 VALUE E
+$110.3M
10,099,784
-1%
减持
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
+$88.9M
10,601,534
-0%
减持
SCHV
SCHWAB US LARGE-CAP VALUE
+$86.7M
19,477,834
-2%
增持
VWO
VANGUARD FTSE EMERGING MARKE
+$80.0M
20,369,283
+5%
减持
SCHG
SCHWAB US LARGE-CAP GROWTH
+$75.9M
12,130,371
-5%
增持
SPEM
SPDR PORTFOLIO EMERGING MARK
+$54.9M
16,677,501
+5%
减持
IJH
ISHARES CORE S&P MIDCAP ETF
+$44.8M
1,881,580
-1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$41.8M
3,475,779
+0%
增持
SPTI
SPDR PORT INT TREASURY TERM
+$40.5M
27,989,846
+2%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$35.6M
5,148,174
+3%
减持
VEA
VANGUARD FTSE DEVELOPED ETF
-$35.1M
276,449
-75%
增持
SCHE
SCHWAB EMERGING MARKETS EQUI
+$28.8M
19,990,932
+3%
增持
GNMA
ISHARES GNMA BOND ETF
+$24.0M
618,576
+678%
增持
SPBO
SPDR PORTFOLIO CORPORATE BON
+$18.0M
828,100
+262%
减持
TECB
ISHARES US TECH BREAKTHROUGH
+$16.2M
5,573,291
-9%
减持
SCHA
SCHWAB US SMALL-CAP ETF
+$14.5M
2,653,446
-1%
减持
MDYV
SPDR S&P 400 MID CAP VALUE E
+$14.2M
1,716,451
-0%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE
+$13.9M
1,333,366
-1%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWT
+$13.2M
1,394,539
-1%
增持
EFA
ISHARES MSCI EAFE ETF
+$13.0M
1,695,273
+2%
减持
SPIB
SPDR PORT INT CORP BOND ETF
-$12.1M
177,780
-69%
增持
NANR
SPDR S&P NORTH AMERICAN NATU
-$11.3M
6,158,362
+0%
减持
MDYG
SPDR S&P 400 MID CAPGROWTH E
+$10.8M
1,821,078
-1%
增持
BIV
VANGUARD INTERMEDIATE-TERM B
+$10.7M
162,857
+582%
增持
VGIT
VANGUARD INTERMEDIATE-TERM T
+$10.2M
177,459
+2592%
增持
AGG
ISHARES CORE U.S. AGGREGATE
+$9.6M
240,646
+58%
减持
IJK
ISHARES S&P MID-CAP 400 GROW
+$9.5M
1,639,254
-1%
减持
IJJ
ISHARES S&P MID-CAP 400 VALU
+$9.5M
792,931
-1%
减持
VTI
VANGUARD TOTAL STOCK MKT ETF
+$8.5M
370,282
-1%
减持
IWO
ISHARES RUSSELL 2000 GROWTH
+$8.4M
324,097
-1%
建仓
—
iShares iBonds Dec 2024 Term Treasury ETF
+$8.1M
339,802
建仓
—
iShares iBonds Dec 2025 Term Treasury ETF
+$7.4M
319,329
建仓
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
+$7.4M
323,229
减持
IEI
ISHARES 3-7 YEAR TREASURY BO
+$7.3M
4,154,095
-2%
增持
TLT
ISHARES 20 PLUS YEAR TREASURY BO
+$7.2M
76,030
+2023%
增持
GOVT
ISHARES US TREASURY BOND ETF
+$7.1M
468,866
+176%
建仓
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
+$6.6M
296,187
增持
BND
VANGUARD TOTAL BOND MARKET
+$5.9M
861,991
+5%
增持
MUB
ISHARES NATIONAL MUNI BOND E
+$5.7M
502,829
+6%
增持
IEMG
ISHARES CORE MSCI EMERGING
+$5.6M
377,302
+34%
增持
EFAV
ISHARES MSCI EAFE MIN VOL FA
+$5.4M
1,022,614
+2%
增持
MSFT
MICROSOFT CORP
+$5.2M
46,753
+19%
增持
AAPL
APPLE INC
+$5.1M
101,952
+21%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US
+$5.1M
127,125
+411%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$4.8M
40,000
+119%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$4.2M
0
-100%
增持
VMBS
VANGUARD MORTGAGE-BACKED SEC
+$4.1M
1,356,440
+1%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$4.1M
28,999
+151%
减持
BWX
SPDR BLOOMBERG INT TREASURY
-$4.0M
276,471
-44%
减持
SPHD
INVESCO S&P 500 HIGH DIVIDEN
+$3.5M
1,106,843
-0%
减持
LVHD
FRANKLIN U.S. LOW VOLATILITY
+$3.0M
1,187,920
-0%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$3.0M
288,780
-5%
增持
BA
BOEING CO/THE
+$3.0M
35,997
+8%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$3.0M
60,581
+140%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.9M
43,927
+28%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$2.6M
2,508,804
-3%
建仓
IUSB
ISHARES CORE TOTAL BOND ETF
+$2.6M
55,701
清仓
PSX
PHILLIPS 66
-$2.4M
0
-100%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$2.4M
528,238
+13%
清仓
—
ETFMG PRIME CYBER SECURITY E
-$2.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.3M
37,504
+3%
增持
ESGD
ISHARES TRUST ISHARES ESG AW
+$2.2M
131,698
+18%
增持
GOOG
ALPHABET INC-CL C
+$2.1M
38,198
+53%
减持
SHV
ISHARES SHORT TREASURY BOND
-$2.1M
178,150
-9%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$2.0M
222,279
-0%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$2.0M
34,595
+303%
增持
AMZN
AMAZON.COM INC
+$1.9M
61,472
+6%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM
+$1.9M
86,815
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.9M
40,858
+151%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.9M
385,633
-14%
清仓
—
ETFMG PRIME MOBILE PAYMENTS
-$1.9M
0
-100%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.8M
736,048
-1%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$1.8M
17,016
-36%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICI
+$1.8M
770,338
-2%
减持
XLI
INDUSTRIAL SELECT SECT SPDR
-$1.8M
7,012
-72%
减持
VCSH
VANGUARD S/T CORP BOND ETF
+$1.7M
2,963,176
-2%
增持
NVDA
NVIDIA CORP
+$1.7M
11,085
+27%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-B
-$1.6M
10,099
-63%
减持
ODFL
OLD DOMINION FREIGHT LINE
-$1.5M
37,898
-8%
建仓
—
TRANE TECHNOLOGIES PLC
+$1.5M
6,016
建仓
VTES
VANGUARD SH TERM TAX-EX BOND
+$1.4M
13,560
减持
IWF
ISHARES RUSSELL 1000 GROWTH
+$1.4M
47,492
-3%
建仓
EVRG
EVERGY INC
+$1.3M
25,206
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT
+$1.3M
766,963
+0%
减持
DFAC
DIMENSIONAL US CORE EQUITY 2
+$1.3M
522,860
-2%
减持
VFH
VANGUARD FINANCIALS ETF
-$1.3M
9,233
-65%
增持
META
META PLATFORMS INC-CLASS A
+$1.2M
16,113
+8%
增持
ESML
ISHARES ESG AWARE MSCI USA S
+$1.2M
116,643
+23%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
84,631
+2%
建仓
ITM
VANECK INTERMEDIATE MUNI ETF
+$1.2M
25,775
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$1.2M
2,140
+129%
增持
SUSC
ISHARES ESG AWARE USD CORPOR
+$1.1M
217,499
+21%
增持
DRI
DARDEN RESTAURANTS INC
+$1.1M
9,426
+213%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
4,278
+112%
增持
GOOGL
ALPHABET INC-CL A
+$1.1M
87,786
+3%
增持
SPIP
SPDR PORTFOLIO TIPS ETF
+$1.1M
86,071
+87%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.0M
9,257
-27%
建仓
QCOM
QUALCOMM INC
+$1.0M
7,181
增持
USSG
XTRACKERS MSCI USA ESG LDRS
+$1.0M
116,404
+12%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$963.4K
52,476
+13%
减持
BKCH
GLOBAL X BLOCKCHAIN ETF
+$959.8K
54,895
-21%
增持
VBK
VANGUARD SMALL-CAP GRWTH ETF
+$958.3K
12,025
+32%
建仓
IR
INGERSOLL-RAND INC
+$952.9K
12,202
减持
STCE
SCHWAB CRYPTO THEMATIC ETF
+$903.8K
73,871
-1%
增持
LEGR
FIRST TRUST INDXX INNOVATIVE
+$865.6K
86,539
+19%
减持
T
AT&T INC
-$864.9K
15,812
-79%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
+$859.2K
25,349
-5%
增持
NFLX
NETFLIX INC
+$840.8K
6,343
+7%
增持
SCHP
SCHWAB U.S. TIPS ETF
+$825.0K
327,649
+2%
增持
EFIV
SPDR S&P 500 ESG ETF
+$821.0K
87,508
+13%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID C
-$814.8K
19,293
-52%
增持
GRNB
VANECK GREEN BOND ETF
+$805.4K
122,026
+32%
增持
SUSB
ISHARES ESG AWARE 1-5 YEAR U
+$764.8K
155,571
+21%
增持
BLCN
SIREN NEXGEN ECONOMY ETF
+$755.1K
87,069
+21%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$754.1K
456,871
-6%
增持
HD
HOME DEPOT INC
+$737.6K
6,881
+26%
增持
COST
COSTCO WHOLESALE CORP
+$729.4K
2,452
+51%
增持
ABT
ABBOTT LABORATORIES
+$714.1K
31,137
+12%
建仓
MBB
ISHARES MBS ETF
+$707.9K
7,524
减持
VSAT
VIASAT INC
+$706.6K
103,475
-13%
建仓
IYR
ISHARES US REAL ESTATE ETF
+$704.4K
7,706
清仓
—
INTEGRAL AD SCIENCE HOLDING
-$695.7K
0
-100%
建仓
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
+$693.5K
31,841
建仓
AGZ
ISHARES AGENCY BOND ETF
+$674.6K
6,221
减持
SON
SONOCO PRODUCTS CO
-$674.3K
14,779
-46%
增持
EEMX
SPDR MSCI EM FSL FL RSV FREE
+$673.6K
100,464
+20%
增持
VIG
VANGUARD DIVIDEND APPREC ETF
+$667.0K
22,101
+11%
增持
SCHB
SCHWAB US BROAD MARKET ETF
+$635.2K
19,365
+118%
减持
BITO
PROSHARES BITCOIN STRAT ETF
+$621.3K
97,345
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$589.3K
11,676
+14%
增持
ABBV
ABBVIE INC
+$584.5K
84,994
+1%
减持
IWP
ISHARES RUSSELL MID-CAP GROW
-$567.2K
33,717
-25%
建仓
CTAS
CINTAS CORP
+$552.4K
916
