小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 59
减持 80
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$702.6M
2,564,980
+4275%
减持
IVV
ISHARES TR
-$366.0M
3,024,929
-24%
减持
IWR
ISHARES TR
-$323.9M
311,511
-92%
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
AGG
ISHARES TR
+$212.4M
18,959,615
+12%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$201.3M
3,014,612
+294%
减持
IWM
ISHARES TR
-$195.2M
54,407
-95%
增持
IEMG
ISHARES INC
+$176.7M
10,924,248
+23%
减持
IWY
ISHARES TR
+$158.6M
5,027,841
-2%
增持
THRO
BLACKROCK ETF TRUST
+$154.2M
4,590,625
+1493%
增持
EFV
ISHARES TR
+$143.5M
8,959,087
+24%
减持
IWS
ISHARES TR
-$130.2M
2,775,076
-30%
减持
EMXC
ISHARES INC
-$117.3M
113,980
-95%
建仓
IAGG
ISHARES TR
+$112.2M
2,195,945
减持
IUSB
ISHARES TR
-$95.9M
14,044,456
-13%
减持
VOO
VANGUARD INDEX FDS
+$95.1M
1,815,609
-0%
增持
NVDA
NVIDIA CORPORATION
+$72.3M
1,182,310
+12%
增持
MSFT
MICROSOFT CORP
+$64.4M
473,560
+4%
建仓
BAI
BLACKROCK ETF TRUST
+$63.2M
2,189,223
增持
OEF
ISHARES TR
+$54.6M
543,312
+33%
增持
MUB
ISHARES TR
+$53.9M
4,877,240
+13%
减持
HEFA
ISHARES TR
-$52.0M
132,500
-92%
减持
IEFA
ISHARES TR
+$50.6M
8,802,068
-3%
减持
SPDW
SPDR INDEX SHS FDS
-$49.2M
1,737,287
-47%
减持
VTV
VANGUARD INDEX FDS
-$46.5M
649,083
-30%
增持
AVUV
AMERICAN CENTY ETF TR
+$46.5M
607,046
+503%
减持
APUE
TRUST FOR PROFESSIONAL MANAG
+$45.9M
26,334,834
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$44.8M
292,259
+20%
减持
TLT
ISHARES TR
-$39.0M
494,047
-46%
增持
IWX
ISHARES TR
+$37.6M
6,568,250
+5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$35.0M
9,035,690
-9%
减持
VUG
VANGUARD INDEX FDS
-$33.3M
182,351
-40%
增持
TLH
ISHARES TR
+$32.2M
2,450,832
+17%
增持
META
META PLATFORMS INC
+$30.9M
146,148
+9%
增持
AVGO
BROADCOM INC
+$30.0M
240,924
+11%
减持
IAU
ISHARES GOLD TR
-$28.0M
1,124,241
-32%
增持
FISR
SSGA ACTIVE TR
+$26.4M
3,500,821
+41%
增持
NFLX
NETFLIX INC
+$25.6M
44,176
+23%
清仓
SPEU
SPDR INDEX SHS FDS
-$24.7M
0
-100%
增持
STIP
ISHARES TR
+$23.2M
267,611
+540%
减持
BSV
VANGUARD BD INDEX FDS
-$22.9M
4,311,017
-7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$22.4M
1,338,338
+4%
减持
APCB
TRUST FOR PROFESSIONAL MANAG
-$20.1M
15,311,688
-5%
增持
UNH
UNITEDHEALTH GROUP INC
-$19.9M
100,140
+3%
增持
AMZN
AMAZON COM INC
+$19.8M
550,839
+4%
减持
APIE
TRUST FOR PROFESSIONAL MANAG
+$19.3M
15,180,772
-6%
减持
MBB
ISHARES TR
-$18.0M
1,887,625
-9%
减持
IGIB
ISHARES TR
-$17.9M
264,726
-56%
减持
VB
VANGUARD INDEX FDS
-$16.4M
79,769
-50%
增持
XLSR
SSGA ACTIVE TR
+$16.0M
1,907,224
+9%
增持
SPAB
SPDR SERIES TRUST
+$15.3M
1,436,425
+71%
减持
BND
VANGUARD BD INDEX FDS
-$15.1M
1,470,537
-12%
减持
HYLB
DBX ETF TR
-$15.1M
12,732
-97%
增持
GOOGL
ALPHABET INC
+$14.9M
432,033
+9%
减持
SPTL
SPDR SERIES TRUST
-$14.8M
849,048
-38%
建仓
RWR
SPDR SERIES TRUST
+$14.4M
149,528
增持
VRSK
VERISK ANALYTICS INC
+$14.4M
56,246
+437%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$14.3M
3,546,904
-8%
减持
VXF
VANGUARD INDEX FDS
+$14.2M
714,574
-0%
建仓
RWX
SPDR INDEX SHS FDS
+$14.1M
515,868
减持
USXF
ISHARES TR
-$13.9M
770,227
-35%
减持
DYNF
BLACKROCK ETF TRUST
+$13.9M
6,669,338
-7%
减持
SECT
NORTHERN LTS FD TR IV
-$13.9M
192,624
-61%
减持
COWZ
PACER FDS TR
-$13.5M
61,783
-80%
增持
IVE
ISHARES TR
+$13.4M
1,715,649
+2%
减持
DFIS
DIMENSIONAL ETF TRUST
-$13.4M
2,931,693
-25%
增持
JPM
JPMORGAN CHASE & CO.
+$13.0M
255,261
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.5M
62,936
-22%
减持
SPEM
SPDR INDEX SHS FDS
-$12.3M
1,985,172
-20%
增持
IDEV
ISHARES TR
+$12.0M
421,084
+45%
减持
SPYG
SPDR SERIES TRUST
+$12.0M
828,628
-1%
减持
MTUM
ISHARES TR
+$11.8M
474,901
-6%
减持
BLV
VANGUARD BD INDEX FDS
-$11.8M
2,255,479
-6%
减持
SPSB
SPDR SERIES TRUST
-$11.8M
279,006
-58%
减持
BIL
SPDR SERIES TRUST
-$11.4M
450,566
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.4M
11,789,506
-9%
增持
ORCL
ORACLE CORP
+$11.3M
123,845
+10%
增持
WTV
WISDOMTREE TR
+$11.2M
132,039
+4194%
增持
AAPL
APPLE INC
-$10.1M
778,438
+2%
增持
TSLA
TESLA INC
+$10.0M
97,926
+20%
减持
BIV
VANGUARD BD INDEX FDS
-$9.7M
2,190,464
-6%
减持
MGK
VANGUARD WORLD FD
-$9.6M
9,567
-77%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$9.3M
287,498
-50%
增持
GOOG
ALPHABET INC
+$9.1M
236,111
+13%
增持
—
EATON CORP PLC
+$9.0M
77,062
+13%
建仓
ESGD
ISHARES TR
+$8.7M
97,907
减持
SPYV
SPDR SERIES TRUST
-$8.6M
605,651
-24%
减持
HYDB
ISHARES TR
-$8.6M
80,666
-69%
增持
EVRG
EVERGY INC
+$8.5M
127,222
+3163%
清仓
ANGL
VANECK ETF TRUST
-$8.3M
0
-100%
增持
JNK
SPDR SERIES TRUST
+$8.0M
286,860
+37%
增持
GCOR
GOLDMAN SACHS ETF TR
+$7.9M
561,092
+52%
增持
PYLD
PIMCO ETF TR
+$7.8M
567,539
+107%
增持
—
AMCOR PLC
+$7.7M
1,523,476
+135%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$7.1M
101,646
+27%
减持
XLF
SELECT SECTOR SPDR TR
-$7.1M
164,211
-48%
减持
IWP
ISHARES TR
+$7.0M
1,604,455
-13%
减持
LLY
ELI LILLY & CO
-$6.8M
38,259
-14%
减持
IWB
ISHARES TR
-$6.5M
174,860
-19%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.4M
5,144,239
-11%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$6.4M
129,069
增持
DGRO
ISHARES TR
+$6.4M
255,380
+59%
增持
OKTA
OKTA INC
+$6.4M
65,844
+2927%
减持
JNJ
JOHNSON & JOHNSON
-$6.3M
99,829
-23%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.1M
40,755
+26%
增持
COF
CAPITAL ONE FINL CORP
+$6.0M
36,222
+290%
减持
VNQ
VANGUARD INDEX FDS
-$6.0M
85,923
-43%
减持
EMB
ISHARES TR
-$6.0M
409,363
-15%
减持
ABBV
ABBVIE INC
-$5.9M
129,471
-9%
清仓
IHDG
WISDOMTREE TR
-$5.7M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.6M
110,108
-37%
增持
BKNG
BOOKING HOLDINGS INC
+$5.6M
2,714
+23%
增持
SCHH
SCHWAB STRATEGIC TR
+$5.5M
7,866,902
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$5.5M
237,600
+83%
增持
IGEB
ISHARES TR
+$5.4M
165,106
+246%
减持
IJR
ISHARES TR
-$5.3M
401,840
-15%
减持
SO
SOUTHERN CO
-$5.2M
78,632
-42%
减持
APMU
TRUST FOR PROFESSIONAL MANAG
-$5.2M
2,886,304
-7%
减持
FEZ
SPDR INDEX SHS FDS
-$5.2M
29,820
-77%
清仓
—
DISCOVER FINL SVCS
-$5.2M
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.2M
189,666
-26%
减持
SCZ
ISHARES TR
-$5.2M
170,471
-38%
增持
AMAT
APPLIED MATLS INC
+$5.1M
89,256
+15%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.1M
175,726
-18%
增持
IDXX
IDEXX LABS INC
+$5.0M
22,444
+35%
减持
XLV
SELECT SECTOR SPDR TR
-$5.0M
26,015
-56%
减持
IWD
ISHARES TR
-$5.0M
121,332
-20%
减持
LQD
ISHARES TR
-$4.9M
328,023
-13%
减持
SLB
SCHLUMBERGER LTD
-$4.8M
112,089
-46%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$4.8M
153,300
-41%
增持
COST
COSTCO WHSL CORP NEW
+$4.8M
30,713
+13%
减持
CWB
SPDR SERIES TRUST
-$4.8M
27,809
-70%
增持
VGT
VANGUARD WORLD FD
+$4.7M
15,206
+54%
增持
GOVT
ISHARES TR
+$4.7M
1,260,256
+19%
增持
CVX
CHEVRON CORP NEW
-$4.6M
224,229
+2%
减持
MRK
MERCK & CO INC
-$4.6M
87,966
-32%
清仓
EDGF
ADVISORS INNER CIRCLE FD II
-$4.5M
0
-100%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$4.5M
93,705
-61%
减持
MCD
MCDONALDS CORP
-$4.5M
16,858
-44%
增持
ADI
ANALOG DEVICES INC
+$4.5M
73,132
+14%
减持
IJH
ISHARES TR
-$4.5M
518,912
-17%
减持
LMT
LOCKHEED MARTIN CORP
-$4.3M
11,727
-46%
减持
MINT
PIMCO ETF TR
-$4.3M
3,974
-91%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.2M
160,881
+157%
减持
CAH
CARDINAL HEALTH INC
-$4.1M
13,327
-71%
增持
V
VISA INC
+$4.1M
161,916
+6%
减持
DUK
DUKE ENERGY CORP NEW
-$4.1M
137,110
-17%
减持
MDLZ
MONDELEZ INTL INC
-$4.0M
182,411
-24%
减持
LNT
ALLIANT ENERGY CORP
-$3.9M
14,295
-81%
减持
ICVT
ISHARES TR
-$3.9M
96,947
-36%
增持
LRCX
LAM RESEARCH CORP
+$3.9M
154,694
+1%
