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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 33
减持 110
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$500.9M
3,994,075
-14%
减持
IEFA
ISHARES TR
-$414.7M
9,044,309
-42%
减持
EFG
ISHARES TR
-$244.8M
1,652,600
-61%
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
IUSB
ISHARES TR
-$224.0M
16,172,047
-25%
减持
APUE
TRUST FOR PROFESSIONAL MANAG
-$206.6M
27,793,536
-14%
减持
VOO
VANGUARD INDEX FDS
-$192.3M
1,821,789
-13%
减持
IWY
ISHARES TR
-$181.4M
5,124,012
-4%
减持
IVW
ISHARES TR
-$179.2M
4,474,738
-24%
减持
DYNF
BLACKROCK ETF TRUST
-$148.8M
7,163,492
-26%
减持
QUAL
ISHARES TR
-$136.3M
2,556,712
-21%
增持
TLH
ISHARES TR
+$125.0M
2,089,464
+127%
减持
EFV
ISHARES TR
-$121.9M
7,215,183
-31%
减持
TLT
ISHARES TR
-$112.2M
907,116
-59%
减持
MBB
ISHARES TR
-$106.1M
2,081,712
-37%
减持
VTI
VANGUARD INDEX FDS
-$104.4M
634,954
-34%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$100.9M
3,903,101
减持
EMXC
ISHARES INC
-$91.7M
2,260,417
-42%
增持
OEF
ISHARES TR
+$91.1M
408,814
+500%
减持
IYW
ISHARES TR
-$69.8M
928,411
-26%
减持
MSFT
MICROSOFT CORP
-$61.9M
455,878
-18%
增持
IEMG
ISHARES INC
+$59.5M
8,877,389
+10%
减持
MUB
ISHARES TR
-$59.2M
4,321,504
-11%
增持
AGG
ISHARES TR
+$52.0M
16,866,256
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$50.4M
243,590
-23%
减持
AAPL
APPLE INC
-$49.4M
764,653
-13%
增持
HEFA
ISHARES TR
+$49.4M
1,571,536
+614%
清仓
IFRA
ISHARES TR
-$49.1M
0
-100%
减持
APIE
TRUST FOR PROFESSIONAL MANAG
-$47.9M
16,185,707
-15%
减持
APCB
TRUST FOR PROFESSIONAL MANAG
-$47.0M
16,044,766
-11%
减持
NVDA
NVIDIA CORPORATION
-$46.0M
1,056,345
-12%
减持
VXF
VANGUARD INDEX FDS
-$44.7M
716,802
-19%
增持
SPDW
SPDR INDEX SHS FDS
+$43.5M
3,284,240
+47%
增持
IAU
ISHARES GOLD TR
+$42.7M
1,663,205
+49%
减持
BINC
BLACKROCK ETF TRUST II
-$42.0M
2,386,201
-26%
减持
MTUM
ISHARES TR
-$40.4M
506,044
-27%
减持
BND
VANGUARD BD INDEX FDS
-$39.3M
1,679,931
-26%
减持
AMZN
AMAZON COM INC
-$37.7M
530,972
-16%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$33.0M
9,880,335
-6%
减持
SCHG
SCHWAB STRATEGIC TR
-$32.2M
1,796,120
-35%
减持
SPYG
SPDR SER TR
-$30.9M
833,241
-25%
增持
IVE
ISHARES TR
+$30.2M
1,689,028
+11%
减持
AVGO
BROADCOM INC
-$29.8M
217,542
-24%
减持
VTV
VANGUARD INDEX FDS
-$28.8M
933,568
-17%
减持
VXUS
VANGUARD STAR FDS
-$28.8M
1,682,746
-26%
减持
ESGU
ISHARES TR
-$28.5M
299,362
-41%
增持
IWX
ISHARES TR
+$27.9M
6,271,190
+2%
减持
GOOGL
ALPHABET INC
-$27.4M
396,129
-15%
减持
JNK
SPDR SER TR
-$25.8M
209,133
-56%
减持
LCTU
BLACKROCK ETF TRUST
-$25.4M
1,113,928
-23%
建仓
SPEU
SPDR INDEX SHS FDS
+$24.7M
560,152
增持
CERY
SPDR SER TR
+$24.3M
940,766
+1317%
减持
VUG
VANGUARD INDEX FDS
-$24.3M
305,395
-9%
减持
IWP
ISHARES TR
-$23.0M
1,833,962
-3%
减持
DMXF
ISHARES TR
-$21.9M
337,425
-51%
减持
TSLA
TESLA INC
-$20.9M
81,313
-22%
减持
SPYM
SPDR SER TR
-$20.7M
52,388
-85%
减持
USXF
ISHARES TR
-$19.5M
1,188,627
-21%
建仓
SPLB
SPDR SER TR
+$18.9M
835,235
减持
JPM
JPMORGAN CHASE & CO.
-$18.6M
248,627
-25%
减持
APMU
TRUST FOR PROFESSIONAL MANAG
-$18.3M
3,108,501
-19%
减持
DSI
ISHARES TR
-$16.8M
445,608
-21%
增持
IDEV
ISHARES TR
+$16.0M
290,039
+370%
减持
IEF
ISHARES TR
-$15.9M
206,018
-46%
增持
IWM
ISHARES TR
-$15.9M
1,037,241
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$15.8M
314,580
-52%
减持
GOOG
ALPHABET INC
-$15.8M
209,677
-18%
减持
GSUS
GOLDMAN SACHS ETF TR
-$13.8M
478,033
-24%
减持
SUSC
ISHARES TR
-$13.7M
1,899,131
-25%
减持
SUSB
ISHARES TR
-$13.1M
80,047
-87%
减持
—
ACCENTURE PLC IRELAND
-$13.1M
104,805
-19%
减持
META
META PLATFORMS INC
-$13.0M
133,553
-13%
减持
SPSM
SPDR SER TR
-$12.0M
541,691
-29%
增持
BIV
VANGUARD BD INDEX FDS
+$11.7M
2,338,550
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$11.5M
34,950
-57%
增持
SPTL
SPDR SER TR
+$11.2M
1,369,502
+37%
减持
HD
HOME DEPOT INC
-$10.9M
124,903
-14%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$10.7M
5,408
-94%
减持
IWD
ISHARES TR
-$10.3M
151,865
-28%
减持
CRM
SALESFORCE INC
-$10.1M
40,725
-35%
建仓
HIMU
BLACKROCK ETF TRUST II
+$9.9M
199,742
减持
XLY
SELECT SECTOR SPDR TR
-$9.9M
27,398
-60%
减持
GOVT
ISHARES TR
-$9.8M
1,057,451
-29%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$9.7M
56,343
-41%
减持
IJR
ISHARES TR
-$9.4M
470,643
-8%
减持
SHY
ISHARES TR
-$9.2M
108,621
-51%
减持
TFI
SPDR SER TR
-$9.1M
43,001
-82%
建仓
THRO
BLACKROCK ETF TRUST
+$9.1M
288,160
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.8M
213,591
+33%
减持
MA
MASTERCARD INCORPORATED
-$8.7M
61,002
-24%
减持
NOW
SERVICENOW INC
-$8.6M
22,199
-11%
增持
SCHH
SCHWAB STRATEGIC TR
+$8.6M
7,480,975
+3%
增持
IGSB
ISHARES TR
+$8.5M
651,372
+32%
减持
WMT
WALMART INC
-$8.4M
198,886
-31%
增持
SPEM
SPDR INDEX SHS FDS
+$8.3M
2,467,664
+7%
减持
ABT
ABBOTT LABS
-$8.1M
135,902
-41%
增持
SPTS
SPDR SER TR
+$8.1M
381,428
+259%
减持
LQD
ISHARES TR
-$8.0M
375,799
-18%
减持
TECH
BIO-TECHNE CORP
-$8.0M
30,524
-78%
增持
BLV
VANGUARD BD INDEX FDS
+$8.0M
2,394,855
+2%
减持
BLK
BLACKROCK INC
-$7.9M
22,615
-21%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$7.9M
231,139
-52%
减持
IWB
ISHARES TR
-$7.7M
214,659
-6%
增持
MO
ALTRIA GROUP INC
+$7.7M
227,177
+99%
减持
EQIX
EQUINIX INC
-$7.6M
7,271
-49%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.6M
5,764,071
+0%
减持
ORCL
ORACLE CORP
-$7.6M
112,826
-19%
增持
BOND
PIMCO ETF TR
+$7.5M
210,351
+60%
减持
GSIE
GOLDMAN SACHS ETF TR
-$7.5M
461,380
-36%
减持
TGT
TARGET CORP
-$7.4M
64,044
-39%
增持
IWR
ISHARES TR
-$7.4M
4,144,232
+2%
减持
NEE
NEXTERA ENERGY INC
-$7.2M
267,600
-27%
减持
PFE
PFIZER INC
-$7.1M
347,143
-42%
减持
XLE
SELECT SECTOR SPDR TR
-$7.1M
9,428
-90%
减持
VYM
VANGUARD WHITEHALL FDS
-$7.0M
96,708
-37%
增持
BSV
VANGUARD BD INDEX FDS
+$6.9M
4,626,760
+1%
减持
ADBE
ADOBE INC
-$6.9M
28,289
-29%
减持
—
DISCOVER FINL SVCS
-$6.8M
30,394
-56%
减持
AMP
AMERIPRISE FINL INC
-$6.7M
18,817
-37%
减持
DGRO
ISHARES TR
-$6.7M
161,072
-40%
减持
USB
US BANCORP DEL
-$6.6M
198,712
-37%
减持
VTEB
VANGUARD MUN BD FDS
-$6.6M
83,670
-61%
增持
AES
AES CORP
+$6.5M
543,580
+2503%
减持
VB
VANGUARD INDEX FDS
-$6.4M
159,039
-8%
减持
—
EATON CORP PLC
-$6.3M
67,918
-9%
增持
CSGP
COSTAR GROUP INC
+$6.2M
118,419
+168%
减持
GCOR
GOLDMAN SACHS ETF TR
-$6.2M
370,048
-30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.1M
17,781
-63%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$5.9M
2,875
-96%
增持
USMV
ISHARES TR
+$5.9M
264,838
+24%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.8M
86,758
-61%
减持
PG
PROCTER AND GAMBLE CO
-$5.8M
172,401
-18%
增持
BKNG
BOOKING HOLDINGS INC
+$5.7M
2,198
+149%
减持
CBRE
CBRE GROUP INC
-$5.6M
35,395
-55%
减持
—
ASML HOLDING N V
-$5.5M
5,031
-61%
增持
IWS
ISHARES TR
-$5.5M
3,944,685
+2%
减持
ABBV
ABBVIE INC
-$5.4M
142,801
-28%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.2M
32,518
-21%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$5.2M
764,513
+2%
清仓
SCHM
SCHWAB STRATEGIC TR
-$5.1M
0
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$5.0M
14,121
-62%
减持
APP
APPLOVIN CORP
-$4.9M
17,937
-40%
减持
KMB
KIMBERLY-CLARK CORP
-$4.9M
14,054
-73%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$4.9M
7,023
-87%
减持
NVO
NOVO-NORDISK A S
-$4.9M
74,569
-36%
减持
SUB
ISHARES TR
-$4.8M
27,795
-62%
增持
SPIB
SPDR SER TR
+$4.8M
363,367
+62%
减持
BIL
SPDR SER TR
-$4.7M
575,292
-9%
减持
LULU
LULULEMON ATHLETICA INC
-$4.7M
4,961
-69%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.7M
79,954
+198%
减持
ESGE
ISHARES INC
-$4.6M
544,239
-23%
