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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 107
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$379.3M
8,542,652
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$256.2M
204,476
-96%
增持
IWY
ISHARES TR
+$242.6M
5,759,140
+15%
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
IUSB
ISHARES TR
+$238.5M
19,623,354
+38%
增持
AGG
ISHARES TR
+$221.1M
17,226,230
+17%
增持
IVE
ISHARES TR
+$217.7M
1,377,642
+504%
减持
TFLO
ISHARES TR
-$185.5M
115,659
-97%
增持
IVW
ISHARES TR
+$183.4M
3,967,008
+97%
增持
APUE
TRUST FOR PROFESSIONAL MANAG
+$173.6M
16,127,747
+35%
增持
IWS
ISHARES TR
+$143.5M
4,046,878
+29%
减持
IVV
ISHARES TR
-$124.2M
5,059,034
-13%
增持
IWX
ISHARES TR
+$112.6M
7,098,465
+16%
增持
HEFA
ISHARES TR
+$111.4M
3,226,271
+8608%
减持
ESGU
ISHARES TR
-$110.7M
757,806
-60%
减持
OEF
ISHARES TR
-$109.5M
58,606
-89%
增持
BINC
BLACKROCK ETF TRUST II
+$101.4M
2,023,443
+2121%
减持
LQD
ISHARES TR
-$78.6M
666,912
-51%
增持
IEFA
ISHARES TR
+$77.8M
12,769,649
+3%
增持
EMXC
ISHARES INC
+$75.2M
2,437,406
+107%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$74.7M
4,573,789
-33%
减持
EFV
ISHARES TR
-$74.6M
7,052,199
-20%
减持
MUB
ISHARES TR
-$74.5M
5,263,772
-11%
增持
APIE
TRUST FOR PROFESSIONAL MANAG
+$68.6M
8,375,154
+33%
增持
QUAL
ISHARES TR
+$67.9M
2,934,135
+4%
减持
VOO
VANGUARD INDEX FDS
+$59.3M
2,115,753
-4%
增持
NVDA
NVIDIA CORPORATION
+$57.3M
120,485
+16%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$51.8M
7,747,228
+31%
减持
GVI
ISHARES TR
-$51.4M
264,024
-65%
增持
MSFT
MICROSOFT CORP
+$50.2M
500,564
+17%
减持
BND
VANGUARD BD INDEX FDS
-$50.0M
2,248,024
-22%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$46.4M
13,416,525
+3%
减持
EMLC
VANECK ETF TRUST
-$45.6M
155,281
-92%
减持
IEMG
ISHARES INC
-$43.8M
8,634,565
-11%
增持
IWP
ISHARES TR
+$41.3M
1,510,631
+20%
减持
BIL
SPDR SER TR
-$40.9M
477,137
-49%
减持
USMV
ISHARES TR
-$39.3M
355,089
-60%
增持
SPY
SPDR S&P 500 ETF TR
+$33.6M
267,733
+20%
增持
EFG
ISHARES TR
+$32.6M
2,326,070
+8%
增持
IWR
ISHARES TR
+$32.6M
3,868,525
+3%
增持
IYW
ISHARES TR
+$29.3M
1,360,028
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$27.1M
9,278,475
+7%
减持
TLT
ISHARES TR
-$26.7M
1,777,865
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$22.3M
712,400
+35%
增持
AMZN
AMAZON COM INC
+$22.2M
519,213
+10%
增持
META
META PLATFORMS INC
+$21.7M
129,002
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$18.7M
5,467,104
+7%
增持
JPM
JPMORGAN CHASE & CO
+$18.5M
368,430
+13%
增持
EMB
ISHARES TR
+$17.5M
577,741
+50%
减持
JNK
SPDR SER TR
-$17.1M
263,437
-41%
减持
VTI
VANGUARD INDEX FDS
+$16.6M
1,042,403
-3%
增持
—
EXXON MOBIL CORP
+$13.8M
286,038
+47%
增持
XLSR
SSGA ACTIVE TR
+$13.1M
991,960
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.8M
108,348
+18%
增持
BSV
VANGUARD BD INDEX FDS
+$12.7M
4,351,434
+4%
增持
IWM
ISHARES TR
+$12.6M
1,028,009
+1%
减持
SPYV
SPDR SER TR
-$12.5M
746,971
-30%
增持
HD
HOME DEPOT INC
+$12.5M
140,346
+18%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$12.3M
212,219
+263%
增持
VXUS
VANGUARD STAR FDS
+$11.6M
2,279,842
+5%
增持
AAPL
APPLE INC
+$11.4M
725,071
+24%
增持
CVX
CHEVRON CORP NEW
+$11.2M
262,029
+30%
减持
IJS
ISHARES TR
-$11.1M
11,672
-90%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$10.9M
2,499,968
+22%
增持
MBB
ISHARES TR
+$10.9M
2,792,215
+6%
增持
LLY
ELI LILLY & CO
+$10.6M
33,571
+26%
减持
GCOR
GOLDMAN SACHS ETF TR
-$10.5M
573,422
-30%
增持
SPTL
SPDR SER TR
+$10.5M
942,062
+73%
增持
SCHV
SCHWAB STRATEGIC TR
+$10.3M
233,584
+121%
增持
COST
COSTCO WHSL CORP NEW
+$10.3M
32,701
+58%
增持
PG
PROCTER AND GAMBLE CO
+$10.1M
227,204
+25%
增持
GOOGL
ALPHABET INC
+$10.1M
415,136
+10%
减持
EFA
ISHARES TR
-$10.0M
134,120
-51%
减持
VTEB
VANGUARD MUN BD FDS
-$9.9M
298,041
-39%
增持
SPDW
SPDR INDEX SHS FDS
+$9.5M
1,664,170
+13%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.5M
159,158
-38%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$9.3M
116,387
增持
MRK
MERCK & CO INC
+$9.3M
206,321
+26%
增持
SPYG
SPDR SER TR
+$9.2M
792,470
+6%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$8.9M
95,975
-54%
增持
—
EATON CORP PLC
+$8.7M
78,725
+19%
减持
IWD
ISHARES TR
-$8.6M
163,819
-29%
减持
EAGG
ISHARES TR
-$8.5M
887,239
-16%
增持
IJH
ISHARES TR
+$8.5M
623,074
+489%
增持
—
ACCENTURE PLC IRELAND
+$8.5M
133,950
+24%
增持
QQQ
INVESCO QQQ TR
+$8.4M
84,910
+19%
增持
NFLX
NETFLIX INC
+$8.4M
45,415
+15%
增持
ABBV
ABBVIE INC
+$8.3M
191,569
+12%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$8.3M
3,804,020
+7%
建仓
MDYG
SPDR SER TR
+$8.2M
94,467
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.9M
45,451
+30%
增持
VNQ
VANGUARD INDEX FDS
+$7.8M
825,486
+15%
增持
IXC
ISHARES TR
+$7.8M
1,148,800
+8%
增持
ICVT
ISHARES TR
+$7.8M
114,194
+579%
增持
IGIB
ISHARES TR
+$7.5M
667,996
+29%
增持
V
VISA INC
+$7.5M
189,101
+9%
减持
IJR
ISHARES TR
-$7.4M
417,996
-16%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$7.3M
122,533
+201%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$7.3M
693,818
+9%
增持
VPU
VANGUARD WORLD FD
+$7.3M
52,691
+2879%
增持
VHT
VANGUARD WORLD FD
+$7.2M
29,911
+759%
增持
VDC
VANGUARD WORLD FD
+$7.1M
39,280
+757%
增持
AMAT
APPLIED MATLS INC
+$6.9M
94,803
+22%
增持
VB
VANGUARD INDEX FDS
+$6.9M
164,513
+14%
减持
SPAB
SPDR SER TR
-$6.7M
692,423
-27%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$6.6M
184,667
+38%
增持
MA
MASTERCARD INCORPORATED
+$6.4M
86,343
+5%
减持
VYMI
VANGUARD WHITEHALL FDS
-$6.4M
162,471
-38%
增持
GOOG
ALPHABET INC
+$6.2M
250,194
+10%
增持
SHY
ISHARES TR
+$6.1M
251,895
+43%
增持
FISR
SSGA ACTIVE TR
+$6.1M
1,122,350
+29%
增持
GIGB
GOLDMAN SACHS ETF TR
+$6.0M
186,055
+245%
减持
VXF
VANGUARD INDEX FDS
-$6.0M
899,128
-10%
增持
GSIE
GOLDMAN SACHS ETF TR
+$5.9M
738,400
+24%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$5.8M
39,365
-49%
增持
SPYM
SPDR SER TR
+$5.7M
377,209
+20%
增持
MTUM
ISHARES TR
+$5.7M
40,238
+245%
增持
ORCL
ORACLE CORP
+$5.7M
126,159
+31%
清仓
MDYV
SPDR SER TR
-$5.6M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$5.5M
320,372
+30%
增持
PEP
PEPSICO INC
+$5.5M
137,773
+25%
减持
BIV
VANGUARD BD INDEX FDS
-$5.4M
2,128,419
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$5.4M
91,854
+53%
增持
WMT
WALMART INC
+$5.4M
270,065
+291%
增持
SPEM
SPDR INDEX SHS FDS
+$5.3M
1,381,415
+9%
减持
MPC
MARATHON PETE CORP
+$5.0M
95,839
-0%
增持
ABT
ABBOTT LABS
+$5.0M
213,000
+22%
减持
IWB
ISHARES TR
-$5.0M
202,124
-16%
增持
SUSC
ISHARES TR
+$5.0M
2,631,577
+10%
增持
UNP
UNION PAC CORP
+$5.0M
126,369
+19%
增持
GLD
SPDR GOLD TR
+$5.0M
72,466
+40%
增持
SPSB
SPDR SER TR
+$4.9M
638,987
+34%
增持
BAC
BANK AMERICA CORP
+$4.8M
487,620
+20%
增持
HYLB
DBX ETF TR
+$4.7M
355,891
+59%
增持
CRM
SALESFORCE INC
+$4.7M
55,819
+22%
减持
USXF
ISHARES TR
+$4.7M
1,352,004
-4%
建仓
EMHC
SPDR SER TR
+$4.7M
193,894
增持
VDE
VANGUARD WORLD FD
+$4.7M
57,111
+135%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.6M
42,804
+16%
减持
SCHR
SCHWAB STRATEGIC TR
-$4.6M
35,602
-72%
增持
VOX
VANGUARD WORLD FD
+$4.6M
69,641
+79%
增持
GE
GENERAL ELECTRIC CO
+$4.6M
59,020
+30%
增持
SLB
SCHLUMBERGER LTD
+$4.6M
163,445
+93%
增持
TGT
TARGET CORP
+$4.5M
117,908
+3%
增持
VIS
VANGUARD WORLD FD
+$4.5M
30,786
+126%
增持
VFH
VANGUARD WORLD FD
+$4.5M
88,958
+78%
增持
VAW
VANGUARD WORLD FD
+$4.5M
37,543
+125%
增持
XLY
SELECT SECTOR SPDR TR
+$4.5M
49,807
+91%
增持
ITW
ILLINOIS TOOL WKS INC
+$4.5M
36,921
+78%
增持
LOW
LOWES COS INC
+$4.4M
62,964
+21%
增持
GSUS
GOLDMAN SACHS ETF TR
+$4.3M
611,709
+1%
