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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 71
减持 66
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$1.13B
7,471,419
-61%
减持
MUB
ISHARES TR
-$333.0M
1,658,407
-66%
增持
IVV
ISHARES TR
+$173.3M
3,065,138
+1%
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
OEF
ISHARES TR
+$156.0M
965,510
+78%
减持
EFG
ISHARES TR
-$142.8M
225,727
-85%
减持
IYW
ISHARES TR
-$119.7M
73,555
-90%
增持
BAI
BLACKROCK ETF TRUST
+$117.1M
5,278,296
+141%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$115.2M
2,083,961
+56%
增持
SCHP
SCHWAB STRATEGIC TR
+$104.5M
3,918,443
+9814%
增持
DYNF
BLACKROCK ETF TRUST
+$102.2M
7,862,403
+18%
增持
APUE
TRUST FOR PROFESSIONAL MANAG
+$101.3M
26,768,520
+2%
增持
IEMG
ISHARES INC
+$96.8M
11,416,870
+5%
增持
VOO
VANGUARD INDEX FDS
+$86.2M
1,824,955
+1%
减持
IUSB
ISHARES TR
-$83.9M
12,103,838
-14%
增持
ITA
ISHARES TR
+$83.4M
402,305
+9027%
减持
IWY
ISHARES TR
+$72.4M
4,793,792
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$71.5M
378,456
+29%
减持
QUAL
ISHARES TR
-$67.8M
1,905,416
-21%
增持
VO
VANGUARD INDEX FDS
+$63.3M
2,659,014
+4%
增持
IAU
ISHARES GOLD TR
+$54.1M
1,707,152
+52%
减持
FISR
SSGA ACTIVE TR
-$44.2M
1,777,330
-49%
减持
EFV
ISHARES TR
-$38.7M
7,814,251
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$38.2M
11,854,360
+1%
增持
NVDA
NVIDIA CORPORATION
+$38.2M
1,205,817
+2%
增持
IWP
ISHARES TR
+$36.9M
1,821,506
+14%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$36.5M
3,061,332
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$36.1M
9,775,154
+8%
减持
SPAB
SPDR SERIES TRUST
-$35.8M
39,476
-97%
减持
AAPL
APPLE INC
+$34.9M
764,465
-2%
增持
VCRB
VANGUARD MALVERN FDS
+$34.8M
491,750
+913%
增持
SPSM
SPDR SERIES TRUST
+$33.9M
1,254,850
+121%
减持
APIE
TRUST FOR PROFESSIONAL MANAG
-$33.7M
13,303,948
-12%
减持
IEFA
ISHARES TR
+$33.4M
8,798,851
-0%
增持
APCB
TRUST FOR PROFESSIONAL MANAG
+$27.9M
16,147,472
+5%
增持
IWS
ISHARES TR
+$27.6M
2,823,287
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$27.4M
617,889
+747%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.7M
5,151,493
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$24.0M
3,525,606
+20%
建仓
BDYN
BLACKROCK ETF TRUST
+$23.3M
922,504
清仓
DMXF
ISHARES TR
-$22.4M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$21.3M
2,141,699
+23%
清仓
SPLB
SPDR SERIES TRUST
-$21.0M
0
-100%
增持
IVE
ISHARES TR
+$20.6M
1,723,476
+0%
减持
TLH
ISHARES TR
-$19.0M
2,233,141
-9%
增持
ESGU
ISHARES TR
+$17.1M
369,798
+36%
增持
BIL
SPDR SERIES TRUST
+$16.3M
627,612
+39%
减持
IVW
ISHARES TR
+$16.2M
3,551,332
-5%
增持
GOOG
ALPHABET INC
+$16.0M
237,613
+1%
建仓
BDVL
BLACKROCK ETF TRUST
+$15.5M
621,756
减持
SPTL
SPDR SERIES TRUST
-$15.3M
267,894
-68%
增持
JNK
SPDR SERIES TRUST
+$15.2M
439,650
+53%
增持
VXF
VANGUARD INDEX FDS
+$14.3M
726,175
+2%
增持
AVGO
BROADCOM INC
+$14.1M
244,162
+1%
清仓
RWX
SPDR INDEX SHS FDS
-$14.1M
0
-100%
增持
TSLA
TESLA INC
+$13.9M
101,283
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$13.8M
8,358,130
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$13.7M
2,104,367
+6%
减持
GOOGL
ALPHABET INC
+$13.4M
368,500
-15%
减持
RWR
SPDR SERIES TRUST
-$12.9M
14,723
-90%
建仓
EVUS
ISHARES TR
+$12.7M
405,022
增持
XLSR
SSGA ACTIVE TR
+$12.7M
1,969,985
+3%
增持
APH
AMPHENOL CORP NEW
+$12.3M
147,459
+145%
增持
BINC
BLACKROCK ETF TRUST II
+$12.3M
2,517,582
+9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$12.2M
103,836
-41%
减持
EUSB
ISHARES TR
-$11.8M
93,327
-74%
减持
NI
NISOURCE INC
-$11.8M
11,124
-96%
增持
CERY
SPDR SERIES TRUST
+$11.8M
1,184,912
+46%
增持
IWM
ISHARES TR
+$11.7M
96,966
+78%
减持
USXF
ISHARES TR
-$11.4M
525,332
-32%
减持
—
ACCENTURE PLC IRELAND
-$10.3M
90,893
-17%
增持
TROW
PRICE T ROWE GROUP INC
+$10.2M
161,319
+143%
建仓
COIN
COINBASE GLOBAL INC
+$10.1M
29,800
增持
EXC
EXELON CORP
+$10.0M
255,203
+658%
减持
V
VISA INC
-$10.0M
139,234
-14%
增持
PLD
PROLOGIS INC.
+$9.8M
250,269
+39%
清仓
UWM
PROSHARES TR
-$9.5M
0
-100%
增持
ORCL
ORACLE CORP
+$9.3M
129,398
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.3M
1,759,358
+10%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$9.3M
108,816
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$9.2M
67,130
-56%
减持
NFLX
NETFLIX INC
-$8.8M
42,041
-5%
减持
AES
AES CORP
-$8.6M
16,435
-98%
减持
THRO
BLACKROCK ETF TRUST
+$8.6M
4,540,276
-1%
建仓
FGDL
FRANKLIN TEMPLETON HOLDINGS
+$8.3M
161,313
增持
LQD
ISHARES TR
+$8.2M
396,506
+21%
减持
VTI
VANGUARD INDEX FDS
+$8.2M
561,925
-3%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$7.6M
300,448
减持
VUG
VANGUARD INDEX FDS
+$7.5M
182,329
-0%
增持
APMU
TRUST FOR PROFESSIONAL MANAG
+$7.0M
3,122,600
+8%
减持
ADBE
ADOBE INC
-$6.9M
7,158
-71%
增持
EMN
EASTMAN CHEM CO
+$6.9M
194,740
+168%
减持
—
EXXON MOBIL CORP
-$6.6M
212,750
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.5M
47,821
-24%
增持
PYLD
PIMCO ETF TR
+$6.5M
803,876
+42%
减持
COST
COSTCO WHSL CORP NEW
-$6.4M
25,986
-15%
增持
LRCX
LAM RESEARCH CORP
+$6.3M
159,762
+3%
减持
EMXC
ISHARES INC
-$6.3M
13,371
-88%
减持
PG
PROCTER AND GAMBLE CO
-$6.2M
132,325
-21%
增持
GSUS
GOLDMAN SACHS ETF TR
+$6.2M
491,846
+7%
减持
AEE
AMEREN CORP
-$5.9M
2,872
-96%
减持
MSFT
MICROSOFT CORP
+$5.9M
466,147
-2%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$5.8M
254,247
+265%
减持
VFH
VANGUARD WORLD FD
-$5.8M
4,755
-91%
减持
SECT
NORTHERN LTS FD TR IV
-$5.6M
88,456
-54%
减持
VOX
VANGUARD WORLD FD
-$5.6M
7,044
-83%
减持
VPU
VANGUARD WORLD FD
-$5.5M
2,191
-93%
减持
SPYV
SPDR SERIES TRUST
-$5.5M
474,416
-22%
增持
LLY
ELI LILLY & CO
+$5.4M
46,128
+21%
增持
ESGD
ISHARES TR
+$5.4M
151,670
+55%
清仓
VCR
VANGUARD WORLD FD
-$5.3M
0
-100%
减持
VDC
VANGUARD WORLD FD
-$5.3M
1,529
-94%
减持
CMS
CMS ENERGY CORP
-$5.3M
22,736
-77%
增持
GILD
GILEAD SCIENCES INC
+$5.3M
100,108
+90%
增持
HIMU
BLACKROCK ETF TRUST II
+$5.2M
295,495
+54%
减持
ABBV
ABBVIE INC
+$5.1M
125,738
-3%
减持
VIS
VANGUARD WORLD FD
-$5.1M
1,159
-94%
减持
PM
PHILIP MORRIS INTL INC
-$5.0M
115,052
-12%
减持
VGT
VANGUARD WORLD FD
-$5.0M
6,806
-55%
减持
MTUM
ISHARES TR
+$5.0M
464,403
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.9M
102,745
+1%
增持
GLD
SPDR GOLD TR
+$4.9M
90,898
+1%
增持
SUSC
ISHARES TR
+$4.9M
2,089,194
+9%
减持
KMI
KINDER MORGAN INC DEL
-$4.9M
383,958
-28%
增持
MO
ALTRIA GROUP INC
+$4.8M
328,580
+14%
减持
VXUS
VANGUARD STAR FDS
+$4.8M
1,478,987
-2%
增持
WFC
WELLS FARGO CO NEW
+$4.8M
126,043
+74%
减持
IWX
ISHARES TR
-$4.7M
6,238,637
-5%
减持
HYG
ISHARES TR
-$4.7M
55,556
-51%
减持
VTIP
VANGUARD MALVERN FDS
-$4.6M
145,116
-39%
减持
HD
HOME DEPOT INC
+$4.5M
131,254
-1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.4M
3,594,348
+1%
减持
HEFA
ISHARES TR
-$4.4M
16,054
-88%
增持
QQQ
INVESCO QQQ TR
+$4.3M
45,176
+9%
减持
NKE
NIKE INC
-$4.3M
18,603
-76%
减持
XLC
SELECT SECTOR SPDR TR
-$4.2M
21,763
-65%
增持
BLV
VANGUARD BD INDEX FDS
+$4.2M
2,272,973
+1%
减持
KVUE
KENVUE INC
-$4.1M
135,733
-55%
减持
VRSK
VERISK ANALYTICS INC
-$4.1M
53,504
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.0M
33,509
-50%
减持
APP
APPLOVIN CORP
+$3.9M
13,362
-18%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.8M
208,274
+78%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$3.8M
0
-100%
减持
TTD
THE TRADE DESK INC
-$3.7M
115,379
-11%
增持
SHY
ISHARES TR
+$3.7M
130,722
+52%
增持
CVX
CHEVRON CORP NEW
+$3.6M
230,039
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$3.6M
4,253,906
-1%
减持
KO
COCA COLA CO
-$3.6M
230,476
-14%
增持
GGUS
GOLDMAN SACHS ETF TR
+$3.6M
97,984
+118%
增持
ICVT
ISHARES TR
+$3.5M
122,643
+27%
增持
MU
MICRON TECHNOLOGY INC
+$3.5M
63,814
+10%
