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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 105
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
+$182.8M
2,540,243
+47%
减持
QUAL
ISHARES TR
-$153.4M
1,093,491
-43%
增持
IEMG
ISHARES INC
+$108.1M
12,804,813
+12%
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
IVV
ISHARES TR
+$108.1M
3,152,922
+3%
减持
SCHP
SCHWAB STRATEGIC TR
-$104.8M
28,456
-99%
增持
MTUM
ISHARES TR
+$61.4M
721,042
+55%
增持
VOO
VANGUARD INDEX FDS
+$48.8M
1,859,900
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$41.1M
12,029,160
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$36.9M
8,261,259
+5%
减持
BIL
SPDR SERIES TRUST
-$35.4M
242,869
-61%
增持
GOOGL
ALPHABET INC
+$33.9M
394,579
+7%
增持
IWX
ISHARES TR
+$33.4M
6,332,301
+2%
增持
SPTL
SPDR SERIES TRUST
+$33.4M
1,535,570
+473%
增持
AAPL
APPLE INC
+$29.3M
823,738
+8%
增持
IEFA
ISHARES TR
+$28.3M
8,904,224
+1%
增持
IVW
ISHARES TR
+$27.2M
3,698,611
+4%
增持
AGG
ISHARES TR
+$26.8M
7,767,348
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$26.4M
2,658,878
+24%
增持
OEF
ISHARES TR
+$25.8M
1,012,343
+5%
减持
STIP
ISHARES TR
-$25.1M
20,605
-92%
增持
LLY
ELI LILLY & CO
+$25.0M
56,034
+21%
增持
APUE
TRUST FOR PROFESSIONAL
+$24.8M
26,792,150
+0%
增持
AMZN
AMAZON COM INC
+$23.6M
628,856
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$23.0M
403,527
+7%
增持
SPTI
SPDR SERIES TRUST
+$22.7M
835,570
+1644%
增持
FISR
SSGA ACTIVE TR
+$22.3M
2,646,521
+49%
建仓
SYSB
ISHARES TR
+$22.1M
245,847
增持
VO
VANGUARD INDEX FDS
+$21.0M
2,763,453
+4%
增持
IWB
ISHARES TR
+$18.7M
204,201
+30%
增持
VT
VANGUARD INTL EQUITY INDEX
+$18.4M
2,166,409
+4%
减持
JNK
SPDR SERIES TRUST
-$18.3M
254,753
-42%
减持
GOOG
ALPHABET INC
+$16.2M
235,949
-1%
增持
IAU
ISHARES GOLD TR
+$15.5M
1,721,476
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$15.0M
4,449,447
+5%
增持
IUSB
ISHARES TR
+$14.9M
12,467,587
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$14.4M
27,163
-61%
增持
AVGO
BROADCOM INC
+$14.1M
273,625
+12%
清仓
—
AMCOR PLC
-$13.2M
0
-100%
增持
GSUS
GOLDMAN SACHS ETF TR
+$12.8M
616,858
+25%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$12.7M
348,640
+77%
建仓
BCUS
EXCHANGE LISTED FDS TR
+$12.6M
391,794
减持
EFG
ISHARES TR
-$12.5M
115,588
-49%
增持
THRO
BLACKROCK ETF TRUST
+$12.2M
4,775,272
+5%
建仓
BEN
FRANKLIN RESOURCES INC
+$12.1M
505,591
增持
GLD
SPDR GOLD TR
+$11.3M
110,117
+21%
增持
MUB
ISHARES TR
+$11.2M
1,753,361
+6%
增持
MSFT
MICROSOFT CORP
-$11.1M
476,362
+2%
增持
ORCL
ORACLE CORP
-$11.0M
130,126
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$10.8M
272,424
+12%
建仓
FENI
FIDELITY COVINGTON TRUST
+$10.6M
289,099
增持
NVDA
NVIDIA CORPORATION
+$10.5M
1,262,561
+5%
增持
MBB
ISHARES TR
+$10.3M
2,003,307
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$10.3M
2,734,939
+9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$10.2M
10,216,629
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$10.0M
3,109,825
+2%
增持
XLSR
SSGA ACTIVE TR
+$9.6M
2,038,665
+3%
增持
VTI
VANGUARD INDEX FDS
+$9.5M
578,222
+3%
减持
HD
HOME DEPOT INC
-$9.3M
127,624
-3%
增持
NFLX
NETFLIX INC
-$9.2M
439,404
+945%
增持
VUG
VANGUARD INDEX FDS
+$9.1M
197,979
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.9M
30,027
-37%
减持
—
ACCENTURE PLC IRELAND
-$8.9M
50,509
-44%
建仓
SPLB
SPDR SERIES TRUST
+$8.7M
383,504
增持
EVUS
ISHARES TR
+$8.6M
666,388
+65%
增持
IWS
ISHARES TR
+$8.6M
2,856,534
+1%
增持
—
EXXON MOBIL CORP
+$8.4M
269,143
+27%
增持
COF
CAPITAL ONE FINL CORP
+$8.4M
63,447
+92%
增持
VTV
VANGUARD INDEX FDS
+$7.7M
659,149
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.5M
1,952,024
+11%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$7.5M
3,745,032
+4%
增持
IDXX
IDEXX LABS INC
+$7.3M
30,675
+45%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.1M
46,820
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.9M
17,397
+66%
减持
SPIB
SPDR SERIES TRUST
-$6.9M
82,962
-71%
增持
BA
BOEING CO
+$6.9M
58,660
+116%
增持
BIV
VANGUARD BD INDEX FDS
+$6.9M
2,246,991
+4%
增持
IWD
ISHARES TR
+$6.5M
147,301
+22%
增持
SPHY
SPDR SERIES TRUST
+$6.4M
339,932
+393%
增持
CSGP
COSTAR GROUP INC
+$6.2M
245,184
+100%
增持
DFIS
DIMENSIONAL ETF TRUST
+$6.1M
3,571,543
+1%
增持
GCOR
GOLDMAN SACHS ETF TR
+$6.0M
772,682
+24%
清仓
HSIC
HENRY SCHEIN INC
-$6.0M
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$6.0M
8,916,100
+7%
增持
CRM
SALESFORCE INC
+$5.9M
44,446
+79%
增持
ITA
ISHARES TR
+$5.8M
419,163
+4%
增持
BND
VANGUARD BD INDEX FDS
+$5.6M
1,515,588
+6%
增持
V
VISA INC
+$5.6M
151,513
+9%
清仓
MKTX
MARKETAXESS HLDGS INC
-$5.5M
0
-100%
减持
CPRT
COPART INC
-$5.4M
32,398
-78%
增持
RGLO
RUSSELL INVTS EXCHANGE
+$5.4M
206,895
+710%
增持
BX
BLACKSTONE INC
+$5.4M
47,699
+318%
增持
COST
COSTCO WHSL CORP NEW
+$5.4M
34,113
+31%
增持
ESGE
ISHARES INC
+$5.3M
630,493
+21%
增持
JNJ
JOHNSON & JOHNSON
+$5.3M
105,693
+18%
增持
CMF
ISHARES TR
+$5.3M
359,418
+33%
减持
BIDD
BLACKROCK ETF TRUST
-$5.3M
11,739
-94%
减持
TTD
THE TRADE DESK INC
-$5.2M
11,994
-90%
增持
TSLA
TESLA INC
+$5.2M
111,669
+10%
增持
IAGG
ISHARES TR
+$5.1M
2,350,604
+7%
建仓
CDX
SIMPLIFY EXCHANGE TRADED
+$4.9M
221,593
减持
IWY
ISHARES TR
+$4.9M
4,754,627
-1%
增持
EMLC
VANECK ETF TRUST
+$4.9M
224,666
+551%
减持
SQ
BLOCK INC
-$4.9M
14,600
-82%
增持
AXP
AMERICAN EXPRESS CO
+$4.8M
21,064
+137%
增持
XLK
SELECT SECTOR SPDR TR
+$4.8M
84,689
+224%
增持
VXUS
VANGUARD STAR FDS
+$4.7M
1,502,638
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$4.6M
73,728
+113%
建仓
HUBB
HUBBELL INC
+$4.6M
10,369
减持
DKNG
DRAFTKINGS INC NEW
-$4.5M
15,187
-89%
增持
EMB
ISHARES TR
+$4.5M
451,837
+10%
增持
VNQ
VANGUARD INDEX FDS
+$4.5M
104,640
+101%
增持
CLOA
BLACKROCK ETF TRUST II
+$4.5M
188,350
+86%
增持
BLV
VANGUARD BD INDEX FDS
+$4.4M
2,379,624
+5%
建仓
ANGL
VANECK ETF TRUST
+$4.3M
148,021
增持
CSCO
CISCO SYS INC
+$4.3M
426,817
+2%
增持
QQQ
INVESCO QQQ TR
+$4.2M
51,066
+13%
减持
IGRO
ISHARES TR
-$4.2M
3,538
-94%
建仓
RAFE
PIMCO EQUITY SER
+$4.2M
100,202
建仓
—
TOTALENERGIES SE
+$4.2M
64,158
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.2M
299,554
+70%
增持
VWO
VANGUARD INTL EQUITY INDEX
+$4.2M
5,269,272
+2%
减持
ESGU
ISHARES TR
-$4.2M
333,501
-10%
建仓
JMTG
J P MORGAN EXCHANGE TRADED
+$4.1M
81,212
清仓
—
TOTALENERGIES SE
-$4.0M
0
-100%
建仓
IBB
ISHARES TR
+$4.0M
23,563
减持
QLTA
ISHARES TR
-$4.0M
261,173
-23%
减持
COIN
COINBASE GLOBAL INC
-$3.9M
27,194
-9%
增持
PLD
PROLOGIS INC.
+$3.9M
254,740
+2%
减持
AMAT
APPLIED MATLS INC
+$3.8M
91,209
-5%
建仓
BCIL
EXCHANGE LISTED FDS TR
+$3.8M
135,961
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.7M
135,236
+36%
增持
PEP
PEPSICO INC
+$3.7M
122,518
+24%
增持
CME
CME GROUP INC
+$3.7M
72,534
+22%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED
+$3.7M
177,394
增持
DELL
DELL TECHNOLOGIES INC
+$3.6M
46,242
+201%
增持
APMU
TRUST FOR PROFESSIONAL
+$3.6M
3,273,539
+5%
建仓
UL
UNILEVER PLC
+$3.6M
55,109
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.5M
140,700
+22%
减持
CERY
SPDR SERIES TRUST
-$3.5M
1,065,337
-10%
增持
BAI
BLACKROCK ETF TRUST
+$3.5M
5,520,465
+5%
减持
LCTD
BLACKROCK ETF TRUST
-$3.4M
173,113
-29%
增持
SPAB
SPDR SERIES TRUST
+$3.4M
172,733
+338%
增持
ICVT
ISHARES TR
+$3.4M
158,802
+29%
增持
IBM
INTERNATIONAL BUSINESS
+$3.3M
27,839
+59%
增持
BKNG
BOOKING HOLDINGS INC
+$3.3M
3,375
+23%
减持
TGT
TARGET CORP
-$3.3M
9,146
-80%
增持
WMT
WALMART INC
+$3.3M
201,673
+8%
增持
BDVL
BLACKROCK ETF TRUST
+$3.1M
752,557
+21%
增持
MRK
MERCK & CO INC
+$3.0M
92,737
+16%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.0M
89,881
+86%
