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Envestnet Portfolio Solutions, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Envestnet Portfolio Solutions, Inc.
报告期 2026-03-31 · CIK 0001998033
持仓数
1,286
前50大市值合计
$12.93B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 98
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$448.0M
5,828,441
+7%
增持
APUE
TRUST FOR PROFESSIONAL MANAG
+$186.6M
11,922,116
+94%
减持
USMV
ISHARES TR
-$178.0M
884,229
-74%
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
IWY
ISHARES TR
+$162.4M
5,027,946
+8%
建仓
OEF
ISHARES TR
+$124.0M
554,921
增持
IWS
ISHARES TR
+$111.7M
3,127,508
+30%
增持
IEFA
ISHARES TR
+$100.0M
12,366,857
+3%
增持
APIE
TRUST FOR PROFESSIONAL MANAG
+$99.7M
6,314,819
+124%
减持
VOO
VANGUARD INDEX FDS
+$88.7M
2,192,666
-1%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$84.0M
5,906,388
+81%
增持
QUAL
ISHARES TR
+$77.2M
2,816,195
+10%
增持
BND
VANGUARD BD INDEX FDS
+$74.2M
2,900,224
+46%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$65.6M
6,870,542
+19%
增持
EMXC
ISHARES INC
+$64.8M
1,175,173
+16087%
减持
EFG
ISHARES TR
-$64.7M
2,155,802
-32%
增持
IYW
ISHARES TR
+$63.7M
1,257,759
+45%
增持
MUB
ISHARES TR
+$63.1M
5,911,962
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$57.1M
13,083,723
+0%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$53.4M
5,578,095
-25%
减持
AGG
ISHARES TR
+$49.8M
14,770,769
-2%
增持
BIL
SPDR SER TR
+$49.4M
927,040
+141%
减持
IJH
ISHARES TR
-$48.9M
105,811
-66%
增持
LQD
ISHARES TR
+$44.4M
1,366,962
+31%
增持
IXC
ISHARES TR
+$41.2M
1,061,622
+14639%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$38.1M
972,776
+1035%
增持
VTI
VANGUARD INDEX FDS
+$33.2M
1,071,886
+3%
增持
TLT
ISHARES TR
+$32.1M
1,971,778
+7%
增持
ESGU
ISHARES TR
+$30.9M
1,885,572
+6%
减持
IWR
ISHARES TR
+$29.7M
3,765,276
-1%
减持
GOVT
ISHARES TR
-$29.6M
1,047,757
-57%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$28.1M
8,696,102
+4%
增持
LCTU
BLACKROCK ETF TRUST
+$27.2M
1,866,249
+25%
减持
TIP
ISHARES TR
-$27.1M
276,126
-50%
减持
EMLC
VANECK ETF TRUST
-$26.3M
1,950,659
-39%
增持
SPY
SPDR S&P 500 ETF TR
+$25.7M
223,965
+19%
增持
VNQ
VANGUARD INDEX FDS
+$25.3M
719,396
+42%
增持
IWM
ISHARES TR
+$24.6M
1,014,570
+0%
减持
IEMG
ISHARES INC
+$24.4M
9,675,078
-1%
增持
IWP
ISHARES TR
+$24.3M
1,254,941
+7%
增持
MBB
ISHARES TR
+$23.8M
2,627,529
+4%
增持
IWB
ISHARES TR
+$23.3M
241,098
+42%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$22.4M
2,046,091
+69%
增持
SPYV
SPDR SER TR
+$21.9M
1,069,633
+57%
减持
MSFT
MICROSOFT CORP
+$20.4M
426,455
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$19.9M
527,483
+61%
减持
BSV
VANGUARD BD INDEX FDS
-$19.8M
4,167,062
-8%
减持
SUB
ISHARES TR
-$19.7M
62,544
-76%
增持
SCHH
SCHWAB STRATEGIC TR
+$19.5M
6,055,072
+2%
清仓
ESGD
ISHARES TR
-$19.3M
0
-100%
增持
BLV
VANGUARD BD INDEX FDS
+$19.2M
2,148,695
+2%
减持
VXF
VANGUARD INDEX FDS
+$18.5M
994,662
-2%
增持
IVW
ISHARES TR
+$18.2M
2,018,530
+3%
增持
VTV
VANGUARD INDEX FDS
+$18.1M
1,076,561
+4%
增持
AAPL
APPLE INC
+$16.5M
586,685
+4%
减持
IUSB
ISHARES TR
+$15.7M
14,242,233
-3%
增持
EFA
ISHARES TR
+$15.5M
274,713
+267%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.5M
5,102,214
+3%
增持
DSI
ISHARES TR
+$15.1M
752,551
+15%
增持
VXUS
VANGUARD STAR FDS
+$14.9M
2,172,219
+5%
增持
IJR
ISHARES TR
+$13.6M
495,449
+17%
减持
VUG
VANGUARD INDEX FDS
+$12.9M
397,686
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$12.8M
490,201
+93%
增持
XLSR
SSGA ACTIVE TR
+$12.7M
795,142
+38%
增持
JPM
JPMORGAN CHASE & CO
+$12.5M
324,830
+10%
建仓
IJS
ISHARES TR
+$12.3M
119,545
减持
ESGE
ISHARES INC
-$11.8M
531,688
-44%
清仓
ESML
ISHARES TR
-$11.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$11.6M
104,135
+13%
减持
IWX
ISHARES TR
-$11.0M
6,116,124
-9%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$11.0M
637,545
+12%
减持
EUSB
ISHARES TR
-$10.9M
637,145
-32%
增持
IVE
ISHARES TR
+$10.9M
228,145
+22%
增持
IWD
ISHARES TR
+$10.8M
229,658
+28%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$10.4M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.3M
98,078
+20%
增持
JNK
SPDR SER TR
+$10.3M
445,147
+26%
增持
SUSC
ISHARES TR
+$10.1M
2,384,522
+14%
增持
SPSM
SPDR SER TR
+$9.6M
557,741
+48%
增持
BIV
VANGUARD BD INDEX FDS
+$9.2M
2,171,691
+0%
增持
SPAB
SPDR SER TR
+$9.0M
942,935
+52%
增持
SPEM
SPDR INDEX SHS FDS
+$8.2M
1,263,146
+16%
增持
SPDW
SPDR INDEX SHS FDS
+$8.1M
1,472,949
+9%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$8.0M
3,564,144
-1%
减持
EFV
ISHARES TR
-$7.7M
8,794,851
-8%
减持
PULS
PGIM ETF TR
-$7.6M
4,954
-97%
增持
FISR
SSGA ACTIVE TR
+$7.4M
871,914
+41%
减持
AMZN
AMAZON COM INC
+$7.3M
470,280
-7%
增持
VB
VANGUARD INDEX FDS
+$7.3M
144,094
+16%
减持
VDC
VANGUARD WORLD FDS
-$7.2M
4,586
-90%
增持
HD
HOME DEPOT INC
+$7.1M
119,425
+5%
增持
V
VISA INC
+$7.1M
173,945
+5%
减持
CWB
SPDR SER TR
-$7.1M
3,794
-96%
增持
MA
MASTERCARD INCORPORATED
+$7.0M
82,461
+16%
清仓
IYH
ISHARES TR
-$7.0M
0
-100%
增持
SPYM
SPDR SER TR
+$6.9M
313,055
+49%
减持
USXF
ISHARES TR
+$6.8M
1,414,921
-1%
增持
COWZ
PACER FDS TR
+$6.7M
174,256
+265%
增持
GOOGL
ALPHABET INC
+$6.5M
376,348
+7%
减持
VDE
VANGUARD WORLD FDS
-$5.9M
24,255
-65%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.7M
73,919
-40%
减持
MPC
MARATHON PETE CORP
-$5.7M
96,139
-27%
增持
AJG
GALLAGHER ARTHUR J & CO
+$5.6M
79,504
+48%
建仓
MDYV
SPDR SER TR
+$5.6M
75,899
增持
IFRA
ISHARES TR
+$5.5M
977,037
+6%
增持
LCTD
BLACKROCK ETF TRUST
+$5.4M
409,883
+31%
增持
SPTI
SPDR SER TR
+$5.4M
343,462
+112%
减持
BIIB
BIOGEN INC
-$5.3M
3,219
-87%
增持
UNP
UNION PAC CORP
+$5.3M
106,196
+4%
增持
SCHQ
SCHWAB STRATEGIC TR
+$5.1M
206,878
+202%
增持
—
ACCENTURE PLC IRELAND
+$4.9M
108,042
+1%
增持
TGT
TARGET CORP
+$4.9M
114,766
+10%
增持
SPYG
SPDR SER TR
+$4.9M
749,922
+1%
建仓
BINC
BLACKROCK ETF TRUST II
+$4.8M
91,123
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$4.6M
133,509
+44%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$4.6M
158,047
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.6M
38,163
-70%
增持
CVX
CHEVRON CORP NEW
+$4.5M
201,863
+33%
增持
ELV
ELEVANCE HEALTH INC
+$4.5M
27,765
+41%
建仓
JUST
GOLDMAN SACHS ETF TR
+$4.4M
65,190
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.4M
191,446
+59%
增持
PLD
PROLOGIS INC.
+$4.3M
113,177
+18%
减持
VHT
VANGUARD WORLD FDS
-$4.3M
3,484
-84%
减持
VIS
VANGUARD WORLD FDS
-$4.3M
13,618
-63%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.3M
512,913
+10%
减持
VPU
VANGUARD WORLD FDS
-$4.3M
1,769
-95%
减持
VCR
VANGUARD WORLD FDS
-$4.2M
10,387
-62%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.2M
69,274
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$4.2M
248,096
+65%
减持
VOX
VANGUARD WORLD FDS
-$4.2M
38,811
-53%
减持
VFH
VANGUARD WORLD FDS
-$4.1M
49,840
-54%
减持
VAW
VANGUARD WORLD FDS
-$4.1M
16,681
-61%
减持
—
BLACKROCK INC
+$4.0M
25,430
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.0M
98,823
+620%
增持
—
EXXON MOBIL CORP
+$3.9M
194,686
+47%
增持
NOW
SERVICENOW INC
+$3.8M
25,180
+1%
增持
ADI
ANALOG DEVICES INC
+$3.8M
63,752
+26%
增持
HON
HONEYWELL INTL INC
+$3.8M
90,232
+10%
减持
VGT
VANGUARD WORLD FDS
-$3.8M
9,735
-52%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.7M
96,934
+88%
增持
IWF
ISHARES TR
+$3.7M
85,872
+2%
增持
FALN
ISHARES TR
+$3.7M
267,384
+97%
增持
NEE
NEXTERA ENERGY INC
+$3.7M
246,922
+25%
增持
WEC
WEC ENERGY GROUP INC
+$3.6M
54,328
+363%
减持
GSUS
GOLDMAN SACHS ETF TR
+$3.6M
605,535
-1%
增持
DMXF
ISHARES TR
+$3.6M
494,544
+1%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$3.4M
89,398
+415%
增持
VTIP
VANGUARD MALVERN FDS
+$3.4M
103,708
+229%
增持
USB
US BANCORP DEL
+$3.4M
323,624
+1%
增持
SPTL
SPDR SER TR
+$3.4M
545,924
+15%
增持
UBER
UBER TECHNOLOGIES INC
+$3.4M
172,614
+9%
