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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 65
减持 68
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$292.1M
16,681,363
-11%
减持
IUSB
ISHARES TR
-$150.8M
21,442,516
-10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$142.6M
1,244,199
+4114%
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
MTUM
ISHARES TR
+$140.0M
689,435
+5197%
减持
IEMG
ISHARES INC
-$112.0M
8,036,066
-13%
增持
IWY
ISHARES TR
+$108.3M
5,365,087
+2%
减持
IWX
ISHARES TR
-$69.7M
6,167,862
-10%
增持
IVV
ISHARES TR
+$67.1M
4,663,212
+0%
减持
APIE
TRUST FOR PROFESSIONAL MANAG
-$66.6M
19,075,278
-2%
增持
IWP
ISHARES TR
+$63.5M
1,881,474
+26%
减持
VNQ
VANGUARD INDEX FDS
-$63.2M
159,819
-80%
减持
MUB
ISHARES TR
-$61.1M
4,832,344
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$55.0M
13,830,636
+2%
增持
IAU
ISHARES GOLD TR
+$54.0M
1,118,460
+4039%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$41.4M
77,117
-92%
减持
IGEB
ISHARES TR
-$35.7M
56,720
-93%
减持
APCB
TRUST FOR PROFESSIONAL MANAG
-$35.7M
17,978,057
-2%
增持
TLT
ISHARES TR
+$34.1M
2,230,371
+36%
增持
AAPL
APPLE INC
+$33.2M
875,674
+10%
增持
AMZN
AMAZON COM INC
+$31.6M
632,355
+10%
增持
EFG
ISHARES TR
+$30.5M
4,234,850
+20%
增持
SPYG
SPDR SER TR
+$30.3M
1,113,302
+37%
建仓
BLK
BLACKROCK INC
+$29.3M
28,591
减持
APUE
TRUST FOR PROFESSIONAL MANAG
-$28.8M
32,186,775
-4%
减持
TOLZ
PROSHARES TR
-$24.2M
59,304
-89%
增持
JNK
SPDR SER TR
+$22.3M
478,806
+100%
减持
IVW
ISHARES TR
+$20.8M
5,855,956
-2%
减持
VOO
VANGUARD INDEX FDS
+$20.6M
2,094,533
-0%
增持
EFV
ISHARES TR
-$19.8M
10,428,733
+6%
减持
DGRO
ISHARES TR
-$19.6M
270,702
-53%
增持
AVGO
BROADCOM INC
+$19.2M
285,460
+5%
增持
NVDA
NVIDIA CORPORATION
+$18.2M
1,195,005
+2%
增持
TSLA
TESLA INC
+$17.9M
104,055
+13%
增持
BIL
SPDR SER TR
+$17.8M
628,996
+46%
增持
IEFA
ISHARES TR
-$16.0M
15,636,699
+9%
增持
GOOGL
ALPHABET INC
+$15.8M
468,443
+7%
减持
SPTL
SPDR SER TR
-$15.4M
996,088
-30%
增持
HYDB
ISHARES TR
+$14.5M
329,048
+1573%
减持
SPAB
SPDR SER TR
-$14.3M
846,508
-38%
减持
VXUS
VANGUARD STAR FDS
-$14.3M
2,262,290
-1%
建仓
UWM
PROSHARES TR
+$13.4M
319,492
增持
BLV
VANGUARD BD INDEX FDS
-$13.3M
2,347,498
+1%
减持
VTV
VANGUARD INDEX FDS
-$13.0M
1,122,888
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$12.8M
5,751,260
+3%
增持
EMXC
ISHARES INC
-$12.0M
3,899,927
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$11.6M
652,104
+49%
增持
MBB
ISHARES TR
+$11.5M
3,286,521
+9%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$11.3M
91,659
增持
MSFT
MICROSOFT CORP
+$11.3M
552,911
+7%
建仓
CAFX
PROFESIONALLY MANAGED PORTFO
+$10.8M
441,943
减持
EFA
ISHARES TR
-$10.6M
210,923
-33%
增持
IWB
ISHARES TR
+$10.5M
228,141
+14%
减持
UNH
UNITEDHEALTH GROUP INC
-$10.1M
104,004
-3%
减持
EUSB
ISHARES TR
-$10.0M
454,452
-31%
减持
GVI
ISHARES TR
-$9.9M
187,238
-32%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$9.5M
19,249
-48%
建仓
LRCX
LAM RESEARCH CORP
+$9.4M
130,384
增持
SCHH
SCHWAB STRATEGIC TR
-$9.4M
7,234,435
+4%
清仓
—
ARISTA NETWORKS INC
-$9.3M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$9.3M
84,285
增持
XLSR
SSGA ACTIVE TR
+$9.3M
1,654,622
+8%
减持
PEP
PEPSICO INC
-$9.2M
110,205
-28%
减持
HDV
ISHARES TR
-$8.3M
11,882
-86%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$8.3M
10,506,588
+1%
增持
USXF
ISHARES TR
+$8.3M
1,507,637
+11%
增持
META
META PLATFORMS INC
+$8.0M
153,742
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$7.9M
4,597,743
+4%
减持
NEE
NEXTERA ENERGY INC
-$7.9M
364,688
-9%
增持
IWD
ISHARES TR
+$7.9M
209,921
+29%
增持
SPY
SPDR S&P 500 ETF TR
+$7.3M
317,504
+2%
增持
TECH
BIO-TECHNE CORP
+$7.2M
136,243
+318%
增持
SECT
NORTHERN LTS FD TR IV
+$7.1M
443,887
+38%
减持
V
VISA INC
+$7.1M
182,295
-1%
减持
DYNF
BLACKROCK ETF TRUST
+$7.0M
9,718,066
-2%
减持
IYW
ISHARES TR
+$7.0M
1,254,978
-2%
减持
VXF
VANGUARD INDEX FDS
+$6.9M
885,192
-0%
减持
UNP
UNION PAC CORP
-$6.6M
105,606
-15%
增持
GOOG
ALPHABET INC
+$6.5M
255,087
+1%
减持
NFLX
NETFLIX INC
+$6.4M
42,594
-4%
增持
IJH
ISHARES TR
+$6.2M
617,916
+19%
减持
SUSC
ISHARES TR
-$6.2M
2,532,070
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.1M
2,768,318
+306%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.1M
41,194
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$6.1M
80,375
+44%
增持
KVUE
KENVUE INC
+$6.1M
488,258
+160%
增持
BND
VANGUARD BD INDEX FDS
-$6.0M
2,262,544
+1%
增持
CWB
SPDR SER TR
+$6.0M
86,714
+834%
减持
MRK
MERCK & CO INC
-$6.0M
151,503
-18%
减持
XLE
SELECT SECTOR SPDR TR
-$5.9M
92,655
-41%
减持
TGT
TARGET CORP
-$5.7M
104,330
-18%
增持
CRM
SALESFORCE INC
+$5.6M
62,837
+11%
减持
ELV
ELEVANCE HEALTH INC
-$5.5M
28,330
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.4M
96,953
-10%
增持
BINC
BLACKROCK ETF TRUST II
+$5.4M
3,210,143
+6%
建仓
PYLD
PIMCO ETF TR
+$5.3M
204,397
减持
VTEB
VANGUARD MUN BD FDS
-$5.2M
213,750
-31%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$5.1M
0
-100%
增持
IWF
ISHARES TR
+$5.1M
78,223
+11%
增持
XLY
SELECT SECTOR SPDR TR
+$5.1M
68,148
+33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.0M
36,779
+171%
减持
AMGN
AMGEN INC
-$5.0M
66,656
-4%
增持
TFI
SPDR SER TR
+$4.9M
242,832
+85%
清仓
—
APTIV PLC
-$4.9M
0
-100%
增持
ICVT
ISHARES TR
+$4.9M
182,740
+44%
减持
USMV
ISHARES TR
-$4.8M
213,303
-18%
增持
IWM
ISHARES TR
+$4.8M
1,008,549
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$4.8M
28,099
-11%
增持
QQQ
INVESCO QQQ TR
+$4.7M
49,721
+17%
减持
DSI
ISHARES TR
-$4.7M
566,551
-8%
减持
ABBV
ABBVIE INC
-$4.7M
198,677
-2%
增持
MKTX
MARKETAXESS HLDGS INC
+$4.6M
21,446
+2177%
增持
SCHW
SCHWAB CHARLES CORP
+$4.6M
164,133
+41%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.6M
387,703
-13%
增持
SPEM
SPDR INDEX SHS FDS
+$4.6M
2,314,948
+13%
增持
IWR
ISHARES TR
+$4.6M
4,071,476
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$4.5M
3,898,004
+2%
减持
NVO
NOVO-NORDISK A S
-$4.5M
116,726
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$4.5M
331,875
-7%
增持
TLH
ISHARES TR
-$4.5M
922,037
+5%
减持
AMAT
APPLIED MATLS INC
-$4.3M
83,568
-6%
减持
MINT
PIMCO ETF TR
-$4.2M
5,918
-88%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.2M
552,093
-3%
建仓
RING
ISHARES INC
+$4.2M
149,170
减持
APP
APPLOVIN CORP
+$4.1M
29,785
-29%
建仓
EDGF
ADVISORS INNER CIRCLE FD II
+$4.1M
166,858
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.0M
91,198
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.0M
22,175
-78%
减持
—
EXXON MOBIL CORP
-$4.0M
284,205
-4%
增持
GSUS
GOLDMAN SACHS ETF TR
+$3.9M
625,731
+6%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$3.9M
188,153
减持
EWJ
ISHARES INC
-$3.9M
102,014
-32%
减持
PLD
PROLOGIS INC.
-$3.8M
175,909
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$3.8M
67,383
-3%
清仓
RXST
RXSIGHT INC
-$3.8M
0
-100%
减持
SCZ
ISHARES TR
-$3.8M
286,953
-8%
增持
SAP
SAP SE
+$3.7M
31,396
+79%
建仓
HYGW
ISHARES TR
+$3.7M
116,466
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.7M
328,971
+312%
减持
ZTS
ZOETIS INC
-$3.7M
59,705
-13%
减持
UBER
UBER TECHNOLOGIES INC
-$3.7M
230,773
-1%
减持
VAW
VANGUARD WORLD FD
-$3.7M
17,837
-46%
减持
NOW
SERVICENOW INC
+$3.6M
24,823
-2%
增持
WMT
WALMART INC
+$3.6M
286,529
+4%
减持
VHT
VANGUARD WORLD FD
-$3.6M
17,015
-39%
建仓
BIDD
BLACKROCK ETF TRUST
+$3.5M
141,514
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$3.5M
103,115
-38%
增持
IVLU
ISHARES TR
+$3.4M
149,663
+615%
减持
FISR
SSGA ACTIVE TR
-$3.4M
2,511,037
-0%
建仓
ILCG
ISHARES TR
+$3.4M
37,844
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.4M
224,614
-22%
