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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 89
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$380.7M
18,845,980
+20%
增持
EFV
ISHARES TR
+$280.0M
9,855,811
+82%
增持
IUSB
ISHARES TR
+$229.6M
23,768,114
+21%
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
JVAL
J P MORGAN EXCHANGE TRADED F
-$184.0M
111,110
-98%
增持
IEFA
ISHARES TR
+$171.7M
14,284,425
+10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$98.6M
144,913
-81%
增持
MUB
ISHARES TR
+$93.6M
5,302,500
+17%
增持
EMXC
ISHARES INC
+$70.7M
3,735,192
+40%
减持
HEFA
ISHARES TR
-$69.8M
216,682
-90%
增持
APIE
TRUST FOR PROFESSIONAL MANAG
+$68.0M
19,552,710
+4%
增持
BINC
BLACKROCK ETF TRUST II
+$51.8M
3,019,291
+44%
减持
IVV
ISHARES TR
+$50.5M
4,642,814
-3%
减持
VOO
VANGUARD INDEX FDS
+$50.3M
2,099,651
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$46.5M
13,566,002
+0%
增持
QUAL
ISHARES TR
+$44.6M
3,207,312
+3%
减持
IWY
ISHARES TR
-$43.8M
5,243,988
-6%
增持
DYNF
BLACKROCK ETF TRUST
+$38.8M
9,925,572
+3%
增持
IWR
ISHARES TR
+$33.7M
4,031,577
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$33.7M
311,518
+17%
增持
IVE
ISHARES TR
+$32.2M
1,478,333
+4%
减持
IEMG
ISHARES INC
-$30.0M
9,259,934
-12%
增持
FISR
SSGA ACTIVE TR
+$29.8M
2,522,818
+72%
增持
MBB
ISHARES TR
+$29.5M
3,024,334
+7%
减持
IWX
ISHARES TR
+$26.6M
6,854,915
-3%
增持
SCHH
SCHWAB STRATEGIC TR
+$25.2M
6,981,493
+2%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$24.6M
18,337,598
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.1M
5,561,427
+1%
清仓
—
BLACKROCK INC
-$23.6M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$22.6M
10,414,168
+1%
增持
AAPL
APPLE INC
+$22.2M
798,504
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$21.7M
2,040,869
+23%
减持
QQQ
INVESCO QQQ TR
-$21.2M
42,377
-52%
减持
APUE
TRUST FOR PROFESSIONAL MANAG
+$21.1M
33,479,567
-4%
增持
DGRO
ISHARES TR
+$20.6M
577,722
+113%
减持
TIP
ISHARES TR
-$19.9M
111,907
-63%
清仓
—
LAM RESEARCH CORP
-$18.3M
0
-100%
增持
SPAB
SPDR SER TR
+$18.0M
1,357,634
+95%
减持
IWM
ISHARES TR
+$17.6M
987,188
-0%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$17.0M
0
-100%
增持
XLSR
SSGA ACTIVE TR
+$16.6M
1,526,940
+24%
增持
IGSB
ISHARES TR
+$16.2M
528,398
+133%
减持
IYW
ISHARES TR
-$16.0M
1,274,111
-8%
减持
IVW
ISHARES TR
-$15.9M
5,992,230
-6%
减持
VTV
VANGUARD INDEX FDS
+$13.9M
1,163,397
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$13.7M
438,997
+190%
增持
BLV
VANGUARD BD INDEX FDS
+$13.3M
2,313,911
+1%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$13.3M
761,242
+14%
增持
META
META PLATFORMS INC
+$13.0M
143,332
+5%
减持
TLT
ISHARES TR
-$12.7M
1,637,525
-13%
增持
PFF
ISHARES TR
+$12.3M
520,000
+231%
增持
SUSB
ISHARES TR
+$11.9M
512,216
+1189%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$11.5M
420,514
增持
DMXF
ISHARES TR
+$11.3M
622,953
+25%
增持
HD
HOME DEPOT INC
+$10.9M
145,842
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$10.9M
4,413,757
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$10.4M
2,154,873
+2%
增持
TLH
ISHARES TR
+$10.2M
880,352
+5%
减持
VXF
VANGUARD INDEX FDS
+$9.2M
886,039
-2%
增持
SPTL
SPDR SER TR
+$9.1M
1,425,584
+20%
减持
MPC
MARATHON PETE CORP
-$9.0M
56,342
-46%
减持
SPYG
SPDR SER TR
-$8.8M
814,797
-15%
减持
VXUS
VANGUARD STAR FDS
+$8.6M
2,280,126
-1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$8.4M
3,839,828
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$8.4M
51,299
-76%
增持
AVUV
AMERICAN CENTY ETF TR
+$8.2M
96,537
+687%
增持
TSLA
TESLA INC
+$8.1M
92,234
+14%
增持
HDV
ISHARES TR
+$8.0M
81,970
+444%
增持
IEUR
ISHARES TR
+$8.0M
173,038
+283%
减持
VTI
VANGUARD INDEX FDS
+$7.5M
990,040
-3%
增持
IJR
ISHARES TR
+$7.2M
509,312
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$6.9M
472,500
+51%
增持
IFRA
ISHARES TR
+$6.9M
1,036,826
+4%
增持
KMI
KINDER MORGAN INC DEL
+$6.6M
683,232
+60%
增持
MSFT
MICROSOFT CORP
-$6.5M
515,353
+1%
增持
GOOGL
ALPHABET INC
-$6.5M
439,140
+1%
增持
NEE
NEXTERA ENERGY INC
+$6.3M
402,850
+3%
减持
VNQ
VANGUARD INDEX FDS
+$6.3M
794,393
-6%
清仓
—
TE CONNECTIVITY LTD
-$6.2M
0
-100%
减持
LCTU
BLACKROCK ETF TRUST
-$6.2M
1,511,750
-11%
减持
GOOG
ALPHABET INC
-$6.0M
251,676
-4%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$5.9M
89,495
减持
BIL
SPDR SER TR
-$5.9M
432,013
-13%
减持
UNH
UNITEDHEALTH GROUP INC
+$5.9M
107,308
-4%
建仓
—
TE CONNECTIVITY PLC
+$5.9M
38,887
增持
ABBV
ABBVIE INC
+$5.8M
202,397
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$5.8M
947,863
-1%
增持
RF
REGIONS FINANCIAL CORP NEW
+$5.7M
594,386
+45%
减持
BND
VANGUARD BD INDEX FDS
+$5.4M
2,246,684
-1%
减持
DSI
ISHARES TR
-$5.3M
617,245
-12%
增持
QLTA
ISHARES TR
+$5.3M
134,127
+396%
减持
AMAT
APPLIED MATLS INC
-$5.3M
88,574
-10%
减持
JNK
SPDR SER TR
-$5.3M
239,485
-21%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$5.3M
3,726,754
+4%
减持
—
ACCENTURE PLC IRELAND
+$5.2M
131,713
-3%
增持
JNJ
JOHNSON & JOHNSON
+$5.1M
148,740
+15%
增持
GLD
SPDR GOLD TR
+$5.0M
97,478
+12%
减持
IWS
ISHARES TR
+$4.9M
3,823,373
-8%
增持
AVGO
BROADCOM INC
+$4.7M
272,536
+934%
增持
LLY
ELI LILLY & CO
+$4.7M
42,127
+17%
增持
MA
MASTERCARD INCORPORATED
+$4.6M
87,846
+0%
减持
IWP
ISHARES TR
+$4.6M
1,491,502
-3%
增持
ORCL
ORACLE CORP
+$4.6M
142,676
+2%
减持
CVX
CHEVRON CORP NEW
-$4.5M
260,157
-5%
增持
WMT
WALMART INC
+$4.5M
275,615
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4M
107,260
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.2M
285,378
+13%
增持
SPMD
SPDR SER TR
+$4.2M
335,142
+22%
增持
ESGU
ISHARES TR
+$4.2M
514,517
+1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$4.2M
161,126
+516%
增持
PLD
PROLOGIS INC.
+$4.1M
177,675
+9%
增持
MO
ALTRIA GROUP INC
+$4.1M
176,489
+64%
减持
SPDW
SPDR INDEX SHS FDS
-$4.1M
2,063,313
-11%
增持
EWJ
ISHARES INC
+$4.1M
149,569
+55%
增持
SPSM
SPDR SER TR
+$4.1M
709,496
+4%
增持
VRT
VERTIV HOLDINGS CO
+$4.0M
79,631
+76%
增持
EBND
SPDR SER TR
+$3.9M
680,211
+28%
增持
USXF
ISHARES TR
+$3.8M
1,359,117
+1%
建仓
RXST
RXSIGHT INC
+$3.8M
76,959
增持
GS
GOLDMAN SACHS GROUP INC
+$3.8M
21,282
+42%
增持
XLE
SELECT SECTOR SPDR TR
+$3.7M
157,045
+42%
减持
NVDA
NVIDIA CORPORATION
-$3.6M
1,171,590
-1%
增持
USMV
ISHARES TR
+$3.5M
259,960
+8%
增持
EQIX
EQUINIX INC
+$3.5M
15,234
+15%
增持
GWX
SPDR INDEX SHS FDS
+$3.5M
412,173
+23%
增持
VB
VANGUARD INDEX FDS
+$3.5M
173,424
+0%
减持
VDE
VANGUARD WORLD FD
-$3.5M
28,216
-48%
减持
LMT
LOCKHEED MARTIN CORP
+$3.5M
31,540
-2%
增持
CMCSA
COMCAST CORP NEW
+$3.4M
416,097
+17%
减持
XAR
SPDR SER TR
-$3.3M
5,059
-83%
减持
EFG
ISHARES TR
-$3.3M
3,525,467
-6%
增持
SUSC
ISHARES TR
+$3.3M
2,676,828
+1%
增持
ABT
ABBOTT LABS
+$3.3M
238,012
+4%
减持
XLI
SELECT SECTOR SPDR TR
-$3.2M
39,675
-44%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.2M
44,490
+1%
增持
LDOS
LEIDOS HOLDINGS INC
+$3.2M
52,851
+42%
减持
MU
MICRON TECHNOLOGY INC
-$3.1M
26,334
-41%
减持
IWB
ISHARES TR
+$3.1M
200,533
-0%
清仓
MBLY
MOBILEYE GLOBAL INC
-$3.0M
0
-100%
增持
PAYX
PAYCHEX INC
+$3.0M
122,997
+8%
增持
LOW
LOWES COS INC
+$3.0M
56,974
+1%
清仓
—
FERGUSON PLC NEW
-$2.9M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.9M
295,671
+14%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.9M
114,151
-14%
减持
NVO
NOVO-NORDISK A S
-$2.9M
122,452
-0%
增持
ESS
ESSEX PPTY TR INC
+$2.9M
23,625
+58%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.9M
48,863
-89%
建仓
FERG
FERGUSON ENTERPRISES INC
+$2.8M
14,282
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.8M
400,063
+27%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.8M
37,639
-35%
增持
CME
CME GROUP INC
+$2.8M
69,297
+9%
