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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 15
减持 124
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$1.37B
1,209,124
-62%
减持
VOO
VANGUARD INDEX FDS
-$1.00B
275,452
-85%
减持
VO
VANGUARD INDEX FDS
-$801.1M
3,162
-100%
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
VEA
VANGUARD TAX-MANAGED FDS
-$604.8M
2,289,350
-81%
减持
IEFA
ISHARES TR
-$535.5M
2,883,498
-68%
减持
AGG
ISHARES TR
-$472.3M
3,057,730
-61%
减持
IEMG
ISHARES INC
-$449.1M
5,901,117
-54%
减持
OEF
ISHARES TR
-$346.7M
1,575
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$299.8M
41,563
-98%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$299.5M
4,041,545
-60%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$289.2M
202,159
-93%
减持
BSV
VANGUARD BD INDEX FDS
-$281.4M
883,412
-80%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$227.4M
1,033,930
-80%
减持
EFV
ISHARES TR
-$213.0M
4,243,307
-43%
增持
EFG
ISHARES TR
+$191.7M
1,839,954
+1492%
减持
SCHH
SCHWAB STRATEGIC TR
-$185.9M
17,853
-100%
增持
GOVT
ISHARES TR
+$149.6M
7,965,762
+457%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$142.4M
722,987
-81%
减持
BIV
VANGUARD BD INDEX FDS
-$140.2M
450,631
-80%
减持
IWY
ISHARES TR
-$137.6M
4,738,488
-0%
减持
VXF
VANGUARD INDEX FDS
-$137.0M
84,939
-88%
增持
BLCR
BLACKROCK ETF TRUST
+$135.4M
3,304,392
+50573%
减持
BLV
VANGUARD BD INDEX FDS
-$133.9M
458,611
-81%
建仓
IDEF
BLACKROCK ETF TRUST
+$129.1M
3,945,092
减持
DYNF
BLACKROCK ETF TRUST
-$120.1M
6,570,020
-20%
减持
APUE
TRUST FOR PROFESSIONAL MANAG
-$117.8M
24,916,499
-7%
减持
MSFT
MICROSOFT CORP
-$111.7M
320,661
-33%
减持
IAU
ISHARES GOLD TR
-$91.4M
547,969
-68%
减持
IVE
ISHARES TR
-$85.0M
2,148,592
-15%
减持
ITA
ISHARES TR
-$84.9M
23,475
-94%
减持
NVDA
NVIDIA CORPORATION
-$72.5M
934,480
-26%
增持
TLH
ISHARES TR
+$71.8M
3,008,428
+32%
减持
GOOGL
ALPHABET INC
-$65.7M
200,902
-49%
减持
AAPL
APPLE INC
-$64.8M
626,856
-24%
减持
SPYG
SPDR SERIES TRUST
-$63.6M
132,875
-81%
减持
MUB
ISHARES TR
-$63.0M
1,175,348
-33%
减持
AMZN
AMAZON COM INC
-$50.3M
455,333
-28%
减持
IWP
ISHARES TR
-$46.5M
1,647,589
-12%
减持
APIE
TRUST FOR PROFESSIONAL MANAG
-$46.2M
12,147,990
-9%
减持
META
META PLATFORMS INC
-$44.5M
112,373
-32%
减持
EMB
ISHARES TR
-$43.1M
4,008
-99%
减持
IVW
ISHARES TR
-$42.6M
3,653,783
-1%
减持
TLT
ISHARES TR
-$41.0M
23,401
-95%
建仓
LMUB
ISHARES TR
+$40.8M
816,931
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$34.7M
369,712
-8%
减持
VTI
VANGUARD INDEX FDS
-$34.5M
496,591
-14%
减持
JPM
JPMORGAN CHASE & CO
-$34.1M
182,397
-33%
减持
APCB
TRUST FOR PROFESSIONAL MANAG
-$32.4M
15,315,658
-6%
减持
VTV
VANGUARD INDEX FDS
-$32.0M
478,310
-27%
减持
AVGO
BROADCOM INC
-$30.3M
207,929
-24%
减持
VTEB
VANGUARD MUN BD FDS
-$30.3M
34,257
-95%
减持
VUG
VANGUARD INDEX FDS
-$29.4M
153,900
-22%
减持
HD
HOME DEPOT INC
-$29.2M
44,804
-65%
减持
MA
MASTERCARD INCORPORATED
-$27.4M
17,857
-72%
增持
FISR
SSGA ACTIVE TR
+$27.2M
3,721,954
+41%
减持
IDEV
ISHARES TR
-$25.8M
78,900
-80%
减持
LLY
ELI LILLY & CO
-$24.6M
38,713
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$24.1M
22,087
-76%
减持
IWB
ISHARES TR
-$24.0M
146,636
-28%
减持
BINC
BLACKROCK ETF TRUST II
-$23.7M
2,323,420
-15%
减持
VXUS
VANGUARD STAR FDS
-$23.3M
1,167,418
-22%
减持
QUAL
ISHARES TR
-$22.5M
1,014,939
-7%
减持
SPYV
SPDR SERIES TRUST
-$21.5M
88,170
-81%
减持
QQQ
INVESCO QQQ TR
-$21.0M
17,989
-65%
清仓
CMF
ISHARES TR
-$20.7M
0
-100%
清仓
NULG
NUSHARES ETF TR
-$19.0M
0
-100%
清仓
NUBD
NUSHARES ETF TR
-$18.4M
0
-100%
减持
BAC
BANK AMERICA CORP
-$18.2M
188,523
-62%
增持
FE
FIRSTENERGY CORP
+$17.5M
397,623
+577%
减持
PYLD
PIMCO ETF TR
-$16.8M
139,321
-82%
减持
NULV
NUSHARES ETF TR
-$16.7M
4,670
-99%
减持
GOOG
ALPHABET INC
-$16.3M
201,151
-15%
减持
BLK
BLACKROCK INC
-$16.3M
5,966
-71%
减持
USMV
ISHARES TR
-$16.3M
100,376
-63%
减持
IWR
ISHARES TR
-$16.1M
156,840
-52%
建仓
DMXF
ISHARES TR
+$16.0M
212,249
减持
TSLA
TESLA INC
-$15.8M
92,700
-17%
增持
KHC
KRAFT HEINZ CO
+$15.7M
715,154
+4646%
减持
COST
COSTCO WHOLESALE CORPORATION
-$15.4M
14,054
-59%
减持
BND
VANGUARD BD INDEX FDS
-$15.1M
1,319,664
-13%
建仓
—
AMCOR PLC
+$15.1M
378,970
减持
V
VISA INC
-$15.0M
126,208
-17%
减持
INTU
INTUIT
-$14.3M
9,596
-66%
减持
NEE
NEXTERA ENERGY INC
-$14.3M
69,968
-73%
减持
HIMU
BLACKROCK ETF TRUST II
-$14.0M
58,323
-83%
清仓
NUDM
NUSHARES ETF TR
-$13.8M
0
-100%
减持
JMBS
JANUS DETROIT STR TR
-$13.7M
23,221
-93%
减持
THRO
BLACKROCK ETF TRUST
-$13.7M
4,706,059
-1%
减持
IWM
ISHARES TR
-$13.5M
41,412
-57%
减持
SGOV
ISHARES TR
-$13.5M
67,824
-66%
减持
SCHG
SCHWAB STRATEGIC TR
-$13.3M
1,728,880
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$12.8M
1,885,529
-13%
减持
NOW
SERVICENOW INC
-$12.6M
32,627
-69%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$12.5M
53,239
-77%
减持
MS
MORGAN STANLEY
-$12.5M
44,887
-60%
减持
EMN
EASTMAN CHEM CO
-$12.4M
6,014
-97%
减持
ISRG
INTUITIVE SURGICAL INC
-$12.4M
30,581
-35%
减持
PLD
PROLOGIS INC.
-$12.2M
153,739
-40%
减持
ABBV
ABBVIE INC
-$12.0M
82,997
-37%
减持
IGIB
ISHARES TR
-$12.0M
58,225
-79%
减持
AMD
ADVANCED MICRO DEVICES INC
-$11.8M
16,599
-77%
减持
COF
CAPITAL ONE FINL CORP
-$11.7M
20,122
-68%
增持
CERY
SPDR SERIES TRUST
+$11.5M
1,188,939
+12%
减持
IYW
ISHARES TR
-$11.2M
29,462
-64%
减持
IJH
ISHARES TR
-$11.2M
330,567
-35%
减持
MTUM
ISHARES TR
-$11.0M
706,374
-2%
减持
DHR
DANAHER CORP DEL
-$11.0M
28,725
-60%
减持
LCTU
BLACKROCK ETF TRUST
-$10.8M
843,617
-11%
减持
NFLX
NETFLIX INC.
-$10.8M
316,155
-28%
减持
CSCO
CISCO SYS INC
-$10.2M
291,732
-32%
增持
DUK
DUKE ENERGY CORP NEW
+$10.2M
210,438
+42%
减持
ORCL
ORACLE CORP
-$10.2M
103,063
-21%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$10.2M
27,795
-91%
增持
GCOR
GOLDMAN SACHS ETF TR
+$10.1M
1,020,222
+32%
减持
LQD
ISHARES TR
-$9.7M
327,885
-21%
减持
MU
MICRON TECHNOLOGY INC
-$9.6M
9,487
-79%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$9.6M
4,240
-89%
减持
PANW
PALO ALTO NETWORKS INC
-$9.1M
26,278
-64%
减持
—
ACCENTURE PLC IRELAND
-$9.1M
22,450
-56%
减持
FPE
FIRST TR EXCH TRADED FD III
-$9.1M
21,471
-96%
建仓
GSID
GOLDMAN SACHS ETF TR
+$8.9M
127,427
减持
ABT
ABBOTT LABORATORIES
-$8.9M
61,201
-49%
减持
IWD
ISHARES TR
-$8.9M
103,527
-30%
减持
AMGN
AMGEN INC
-$8.9M
21,124
-58%
减持
—
MEDTRONIC PLC
-$8.5M
63,033
-57%
减持
EFA
ISHARES TR
-$8.4M
60,934
-59%
减持
SNPS
SYNOPSYS INC
-$8.3M
3,116
-85%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$8.2M
0
-100%
减持
TJX
TJX COS INC NEW
-$8.2M
69,310
-45%
减持
QCOM
QUALCOMM INC
-$8.0M
44,438
-45%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.0M
69,106
-81%
减持
VB
VANGUARD INDEX FDS
-$7.9M
48,254
-39%
减持
DGRW
WISDOMTREE TR
-$7.9M
8,318
-91%
减持
WMT
WALMART INC
-$7.9M
117,508
-42%
清仓
OKTA
OKTA INC
-$7.8M
0
-100%
增持
SHV
ISHARES TR
+$7.8M
77,765
+938%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$7.5M
29,803
-84%
增持
KMI
KINDER MORGAN INC DEL
+$7.5M
536,985
+40%
减持
SCHW
SCHWAB CHARLES CORP
-$7.5M
37,292
-66%
减持
VRT
VERTIV HOLDINGS CO
-$7.5M
9,060
-85%
减持
MBB
ISHARES TR
-$7.4M
1,930,735
-4%
减持
WFC
WELLS FARGO & CO
-$7.4M
61,837
-53%
减持
DSI
ISHARES TR
-$7.4M
326,059
-10%
增持
EVRG
EVERGY INC
+$7.3M
201,188
+59%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$7.2M
8,662
-69%
增持
GSUS
GOLDMAN SACHS ETF TR
+$7.2M
730,250
+18%
增持
CAG
CONAGRA BRANDS INC
+$7.0M
458,581
+3492%
减持
PM
PHILIP MORRIS INTL INC
-$7.0M
74,187
-38%
减持
GPIX
GOLDMAN SACHS ETF TR
-$6.9M
17,214
-88%
减持
IWF
ISHARES TR
-$6.9M
60,264
-12%
