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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 90
减持 51
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
APUE
TRUST FOR PROFESSIONAL MANAG
+$638.3M
34,759,042
+116%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$303.6M
18,167,817
+135%
增持
APIE
TRUST FOR PROFESSIONAL MANAG
+$296.1M
18,728,181
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。
+124%
增持
IVW
ISHARES TR
+$254.6M
6,371,552
+61%
减持
AGG
ISHARES TR
-$159.3M
15,739,844
-9%
增持
EFG
ISHARES TR
+$141.4M
3,742,137
+61%
增持
IEMG
ISHARES INC
+$116.0M
10,490,651
+21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$115.2M
758,169
+1277%
减持
EFV
ISHARES TR
-$96.6M
5,411,155
-23%
减持
MUB
ISHARES TR
-$84.0M
4,527,324
-14%
减持
IWY
ISHARES TR
+$74.2M
5,583,537
-3%
增持
DYNF
BLACKROCK ETF TRUST
+$72.9M
9,633,934
+13%
增持
QUAL
ISHARES TR
+$48.2M
3,106,475
+6%
减持
IXC
ISHARES TR
-$44.8M
110,468
-90%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$44.6M
10,293,969
+11%
减持
VOO
VANGUARD INDEX FDS
+$40.6M
2,114,665
-0%
增持
AAPL
APPLE INC
+$39.5M
777,982
+7%
增持
NVDA
NVIDIA CORPORATION
+$37.0M
1,180,961
+880%
减持
HEFA
ISHARES TR
-$35.0M
2,179,667
-32%
增持
IGEB
ISHARES TR
+$33.8M
811,085
+1597%
减持
IVV
ISHARES TR
-$32.1M
4,801,599
-5%
减持
LQD
ISHARES TR
-$27.9M
417,617
-37%
增持
VTV
VANGUARD INDEX FDS
+$27.4M
1,179,661
+19%
减持
ESGU
ISHARES TR
-$26.4M
508,828
-33%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$26.2M
3,588,643
+44%
增持
IYW
ISHARES TR
+$25.5M
1,390,175
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$22.0M
2,326,437
+40%
增持
AVGO
BROADCOM INC
+$18.8M
26,347
+49%
增持
SPYG
SPDR SER TR
+$18.4M
953,182
+20%
增持
MSFT
MICROSOFT CORP
+$17.7M
510,807
+2%
增持
EMXC
ISHARES INC
+$17.2M
2,661,474
+9%
增持
GOOGL
ALPHABET INC
+$16.7M
435,399
+5%
减持
IWM
ISHARES TR
-$15.7M
987,983
-4%
增持
EFA
ISHARES TR
+$15.4M
332,792
+148%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.7M
5,530,963
+1%
增持
XLSR
SSGA ACTIVE TR
+$13.1M
1,229,502
+24%
增持
SPEM
SPDR INDEX SHS FDS
+$12.6M
1,661,190
+20%
增持
AMZN
AMAZON COM INC
+$12.3M
548,166
+6%
减持
EMB
ISHARES TR
-$11.7M
453,764
-21%
增持
HYGV
FLEXSHARES TR
+$11.6M
537,300
+119%
减持
IWX
ISHARES TR
-$11.2M
7,090,687
-0%
增持
VUG
VANGUARD INDEX FDS
+$10.9M
356,677
+0%
增持
GOOG
ALPHABET INC
+$10.0M
262,152
+5%
减持
USMV
ISHARES TR
-$9.5M
240,547
-32%
增持
SCHP
SCHWAB STRATEGIC TR
+$9.2M
214,308
+461%
增持
FISR
SSGA ACTIVE TR
+$8.5M
1,466,908
+31%
减持
SPTI
SPDR SER TR
-$8.3M
54,043
-85%
清仓
MDYG
SPDR SER TR
-$8.2M
0
-100%
增持
ESGE
ISHARES INC
+$8.2M
724,728
+45%
增持
SCHH
SCHWAB STRATEGIC TR
+$7.5M
6,837,684
+8%
减持
CMCSA
COMCAST CORP NEW
-$7.5M
356,765
-28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.4M
96,112
+40%
增持
NEE
NEXTERA ENERGY INC
+$7.3M
391,606
+22%
增持
LLY
ELI LILLY & CO
+$6.5M
36,052
+7%
增持
IWS
ISHARES TR
-$6.5M
4,147,092
+2%
增持
META
META PLATFORMS INC
+$6.4M
137,014
+6%
增持
IJR
ISHARES TR
+$6.2M
490,853
+17%
增持
SPTL
SPDR SER TR
+$6.1M
1,189,755
+26%
减持
HD
HOME DEPOT INC
-$5.6M
139,994
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.6M
711,010
-0%
增持
VXF
VANGUARD INDEX FDS
-$5.6M
900,638
+0%
减持
CVS
CVS HEALTH CORP
-$5.5M
107,623
-27%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$5.5M
481,224
增持
MINT
PIMCO ETF TR
+$5.4M
62,118
+603%
增持
TLT
ISHARES TR
+$5.1M
1,888,130
+6%
增持
—
ACCENTURE PLC IRELAND
-$5.0M
136,423
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$5.0M
266,522
-0%
增持
PULS
PGIM ETF TR
+$5.0M
109,346
+1125%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.0M
124,102
+390%
减持
IJH
ISHARES TR
-$5.0M
562,075
-10%
减持
DGX
QUEST DIAGNOSTICS INC
-$4.6M
11,471
-75%
增持
IEFA
ISHARES TR
-$4.5M
12,985,086
+2%
增持
GOVT
ISHARES TR
+$4.4M
1,415,078
+17%
减持
MRK
MERCK & CO INC
-$4.3M
184,820
-10%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$4.3M
667,652
-4%
增持
IUSB
ISHARES TR
-$4.3M
19,689,119
+0%
增持
QQQ
INVESCO QQQ TR
+$4.2M
87,479
+3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.2M
15,139
-62%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$4.2M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.1M
454,843
-16%
减持
V
VISA INC
-$4.0M
185,651
-2%
增持
ORCL
ORACLE CORP
+$3.9M
139,571
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$3.8M
110,272
+67%
建仓
CLOA
BLACKROCK ETF TRUST II
+$3.8M
73,523
增持
GLD
SPDR GOLD TR
+$3.8M
86,841
+20%
增持
AMGN
AMGEN INC
+$3.7M
70,590
+10%
减持
HYG
ISHARES TR
-$3.7M
191,484
-19%
增持
IWR
ISHARES TR
-$3.7M
3,966,679
+3%
增持
BLV
VANGUARD BD INDEX FDS
-$3.7M
2,284,830
+1%
增持
AMAT
APPLIED MATLS INC
+$3.7M
98,395
+4%
增持
BINC
BLACKROCK ETF TRUST II
+$3.6M
2,103,367
+4%
增持
JNK
SPDR SER TR
+$3.6M
304,434
+16%
减持
LOW
LOWES COS INC
-$3.6M
56,535
-10%
增持
KMI
KINDER MORGAN INC DEL
+$3.5M
427,008
+57%
增持
PANW
PALO ALTO NETWORKS INC
+$3.5M
41,577
+11%
增持
SPSB
SPDR SER TR
+$3.5M
757,415
+19%
建仓
APP
APPLOVIN CORP
+$3.3M
39,547
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$3.2M
22,362
-55%
减持
CBRE
CBRE GROUP INC
-$3.2M
74,510
-27%
减持
COST
COSTCO WHSL CORP NEW
+$3.2M
31,968
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$3.2M
13,555,406
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.2M
143,263
+23%
减持
EAGG
ISHARES TR
-$3.2M
827,474
-7%
减持
MTUM
ISHARES TR
-$3.2M
22,463
-44%
减持
—
EATON CORP PLC
-$3.1M
68,490
-13%
建仓
NUSA
NUSHARES ETF TR
+$3.0M
131,992
建仓
ENPH
ENPHASE ENERGY INC
+$3.0M
30,070
增持
GSUS
GOLDMAN SACHS ETF TR
+$3.0M
627,296
+3%
清仓
EWU
ISHARES TR
-$3.0M
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$2.9M
438,792
+1064%
减持
NUBD
NUSHARES ETF TR
-$2.9M
671,118
-16%
减持
VRSN
VERISIGN INC
-$2.9M
4,345
-77%
减持
PSX
PHILLIPS 66
-$2.8M
73,716
-9%
增持
MA
MASTERCARD INCORPORATED
-$2.8M
87,810
+2%
增持
IGIB
ISHARES TR
+$2.8M
727,847
+9%
增持
BSV
VANGUARD BD INDEX FDS
+$2.8M
4,386,558
+1%
减持
USB
US BANCORP DEL
-$2.8M
311,944
-8%
减持
SHY
ISHARES TR
-$2.8M
218,157
-13%
增持
PM
PHILIP MORRIS INTL INC
+$2.8M
243,240
+2%
减持
ALB
ALBEMARLE CORP
-$2.8M
26,124
-35%
减持
SCHQ
SCHWAB STRATEGIC TR
-$2.7M
157,707
-33%
减持
CSCO
CISCO SYS INC
-$2.7M
557,795
-5%
增持
DKNG
DRAFTKINGS INC NEW
+$2.7M
91,854
+441%
增持
PLD
PROLOGIS INC.
+$2.7M
162,990
+36%
增持
ADI
ANALOG DEVICES INC
+$2.7M
74,092
+3%
增持
TSLA
TESLA INC
+$2.7M
81,040
+7%
增持
SPSM
SPDR SER TR
+$2.7M
679,910
+14%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.6M
165,878
-10%
减持
SBUX
STARBUCKS CORP
-$2.6M
171,181
-2%
增持
IWF
ISHARES TR
+$2.5M
74,923
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.5M
60,920
+704%
增持
TGT
TARGET CORP
-$2.5M
124,240
+5%
增持
DOW
DOW INC
+$2.5M
84,221
+147%
减持
SCHW
SCHWAB CHARLES CORP
-$2.5M
114,232
-24%
增持
SPYM
SPDR SER TR
+$2.5M
400,974
+6%
减持
NKE
NIKE INC
-$2.4M
88,758
-9%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.4M
37,677
+3%
增持
UNP
UNION PAC CORP
-$2.4M
126,800
+0%
增持
VRT
VERTIV HOLDINGS CO
+$2.4M
45,316
+141%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
111,590
+1%
增持
MBB
ISHARES TR
+$2.2M
2,835,063
+2%
清仓
MLPA
GLOBAL X FDS
-$2.2M
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$2.2M
23,897
-27%
减持
DIS
DISNEY WALT CO
-$2.2M
71,547
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
151,297
+57%
增持
—
ASTRAZENECA PLC
+$2.1M
136,377
+9%
增持
SPMD
SPDR SER TR
+$2.1M
274,870
+22%
增持
IWP
ISHARES TR
-$2.1M
1,543,573
+2%
减持
IUSV
ISHARES TR
-$2.1M
33,911
-39%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.1M
44,020
-3%
