ENVESTNET ASSET MANAGEMENT INC
Berwyn PA · SEC CIK 0001407543
$3,735.78亿2026Q1 申报市值
4,703持仓数
19.4%前十大占比 · 第一大 5.8%
296 / 135新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$43.22亿
VOO 加仓+$25.00亿
EFG 加仓+$21.99亿
GOVT 加仓+$18.69亿
BLCR 加仓+$15.46亿
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$32.59亿
IAU 减仓-$9.10亿
ITA 减仓-$8.79亿
EMB 减仓-$4.00亿
AZN 清仓-$3.72亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1.81亿 | 0.05% | 6,880,441 | 1,454,691 | 26.8% | $3,820.02万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.82亿 | 0.05% | 6,336,285 | 844,425 | 15.4% | $2,424.34万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.83亿 | 0.05% | 376,919 | 75,482 | 25.0% | $3,660.21万 | 加仓 |
| VLUE | ISHARES TR | $1.83亿 | 0.05% | 1,286,319 | 1,155,585 | 883.9% | $1.64亿 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1.83亿 | 0.05% | 711,923 | 36,146 | 5.3% | $930.22万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.83亿 | 0.05% | 872,596 | -158,323 | -15.4% | -$3,325.26万 | 减仓 |
| BA | BOEING CO | $1.83亿 | 0.05% | 921,936 | 168,578 | 22.4% | $3,355.21万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.84亿 | 0.05% | 1,271,201 | -32,357 | -2.5% | -$469.01万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.84亿 | 0.05% | 6,622,443 | 1,468,243 | 28.5% | $4,089.06万 | 加仓 |
| SNY | SANOFI SA | $1.86亿 | 0.05% | 3,861,894 | 673,287 | 21.1% | $3,243.90万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.86亿 | 0.05% | 7,671,554 | 198,621 | 2.7% | $482.05万 | 加仓 |
| MCO | MOODYS CORP | $1.87亿 | 0.05% | 427,526 | 24,568 | 6.1% | $1,071.78万 | 加仓 |
| PSX | PHILLIPS 66 | $1.87亿 | 0.05% | 1,027,210 | -283,055 | -21.6% | -$5,156.70万 | 减仓 |
| WTV | WISDOMTREE TR | $1.88亿 | 0.05% | 1,986,281 | 91,737 | 4.8% | $869.02万 | 加仓 |
| IDV | ISHARES TR | $1.89亿 | 0.05% | 4,441,383 | 453,461 | 11.4% | $1,929.93万 | 加仓 |
| DGRW | WISDOMTREE TR | $1.89亿 | 0.05% | 2,157,249 | -192,302 | -8.2% | -$1,689.18万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.90亿 | 0.05% | 701,352 | 108,079 | 18.2% | $2,923.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.91亿 | 0.05% | 579,827 | 97,245 | 20.2% | $3,195.37万 | 加仓 |
| ROST | ROSS STORES INC | $1.91亿 | 0.05% | 880,532 | -150,727 | -14.6% | -$3,265.20万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1.91亿 | 0.05% | 2,154,411 | 497,171 | 30.0% | $4,409.91万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1.93亿 | 0.05% | 2,931,145 | 732,866 | 33.3% | $4,814.20万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.93亿 | 0.05% | 637,264 | 110,970 | 21.1% | $3,354.07万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.93亿 | 0.05% | 5,435,458 | 804,921 | 17.4% | $2,859.88万 | 加仓 |
| APP | APPLOVIN CORP | $1.95亿 | 0.05% | 489,882 | 54,491 | 12.5% | $2,168.74万 | 加仓 |
| HEFA | ISHARES TR | $1.95亿 | 0.05% | 4,591,882 | 3,142,741 | 216.9% | $1.34亿 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1.96亿 | 0.05% | 4,322,702 | -388,625 | -8.2% | -$1,760.47万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.97亿 | 0.05% | 1,133,483 | 1,537 | 0.1% | $26.66万 | 加仓 |
| IJK | ISHARES TR | $1.97亿 | 0.05% | 1,961,451 | 92,684 | 5.0% | $932.59万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1.98亿 | 0.05% | 3,681,203 | 1,034,629 | 39.1% | $5,563.20万 | 加仓 |
| USHY | ISHARES TR | $1.98亿 | 0.05% | 5,386,933 | -4,175 | -0.1% | -$15.38万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.99亿 | 0.05% | 854,747 | 76,963 | 9.9% | $1,795.24万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.00亿 | 0.05% | 1,274,191 | 220,448 | 20.9% | $3,467.21万 | 加仓 |
| SHEL | SHELL PLC | $2.03亿 | 0.05% | 2,180,821 | 188,962 | 9.5% | $1,757.35万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.04亿 | 0.05% | 1,831,442 | 146,761 | 8.7% | $1,631.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2.06亿 | 0.06% | 823,943 | 364,429 | 79.3% | $9,131.87万 | 加仓 |
| ENB | ENBRIDGE INC | $2.07亿 | 0.06% | 3,818,125 | -57,412 | -1.5% | -$310.69万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2.07亿 | 0.06% | 978,855 | 95,482 | 10.8% | $2,017.63万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2.07亿 | 0.06% | 4,282,710 | 791,105 | 22.7% | $3,822.62万 | 加仓 |
| IBB | ISHARES TR | $2.07亿 | 0.06% | 1,226,668 | 3,618 | 0.3% | $61.09万 | 加仓 |
| PAVE | GLOBAL X FDS | $2.08亿 | 0.06% | 4,087,573 | 1,172,678 | 40.2% | $5,958.38万 | 加仓 |
| NDAQ | NASDAQ INC | $2.09亿 | 0.06% | 2,462,655 | 239,271 | 10.8% | $2,031.17万 | 加仓 |
| EAGG | ISHARES TR | $2.09亿 | 0.06% | 4,403,448 | 780,647 | 21.5% | $3,711.98万 | 加仓 |
| HSY | HERSHEY CO | $2.10亿 | 0.06% | 1,009,886 | -21,121 | -2.0% | -$439.08万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.10亿 | 0.06% | 2,242,978 | 433,821 | 24.0% | $4,066.64万 | 加仓 |
| DBEF | DBX ETF TR | $2.11亿 | 0.06% | 4,263,800 | 2,161,428 | 102.8% | $1.07亿 | 加仓 |
| IGM | ISHARES TR | $2.11亿 | 0.06% | 1,781,026 | 104,337 | 6.2% | $1,236.50万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.12亿 | 0.06% | 977,349 | -244,681 | -20.0% | -$5,299.32万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2.13亿 | 0.06% | 7,816,803 | 1,521,296 | 24.2% | $4,142.49万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $2.13亿 | 0.06% | 2,221,926 | 130,139 | 6.2% | $1,249.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.15亿 | 0.06% | 50,986 | -601 | -1.2% | -$253.04万 | 减仓 |
| DSI | ISHARES TR | $2.15亿 | 0.06% | 1,774,477 | -117,423 | -6.2% | -$1,423.05万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $2.15亿 | 0.06% | 4,638,626 | 579,995 | 14.3% | $2,691.18万 | 加仓 |
| SHV | ISHARES TR | $2.16亿 | 0.06% | 1,952,895 | 844,328 | 76.2% | $9,320.54万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.16亿 | 0.06% | 4,324,817 | 477,292 | 12.4% | $2,384.07万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.16亿 | 0.06% | 3,751,255 | 737,076 | 24.5% | $4,248.51万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.16亿 | 0.06% | 2,295,218 | 303,610 | 15.2% | $2,861.22万 | 加仓 |
| TIP | ISHARES TR | $2.16亿 | 0.06% | 1,961,201 | -78,848 | -3.9% | -$870.17万 | 减仓 |
| AZO | AUTOZONE INC | $2.17亿 | 0.06% | 64,123 | 999 | 1.6% | $337.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.21亿 | 0.06% | 4,187,745 | 406,670 | 10.8% | $2,146.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2.21亿 | 0.06% | 1,970,630 | 181,577 | 10.1% | $2,040.20万 | 加仓 |
| CRM | SALESFORCE INC | $2.22亿 | 0.06% | 1,186,685 | -21,520 | -1.8% | -$401.71万 | 减仓 |
| EMR | EMERSON ELEC CO | $2.22亿 | 0.06% | 1,692,527 | 120,199 | 7.6% | $1,574.85万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2.22亿 | 0.06% | 1,205,341 | 70,649 | 6.2% | $1,301.92万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.23亿 | 0.06% | 4,009,107 | 620,468 | 18.3% | $3,444.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.23亿 | 0.06% | 659,764 | 59,965 | 10.0% | $2,025.86万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2.24亿 | 0.06% | 7,828,032 | 1,674,443 | 27.2% | $4,798.95万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2.24亿 | 0.06% | 6,604,704 | 44,763 | 0.7% | $152.06万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.25亿 | 0.06% | 503,564 | 31,921 | 6.8% | $1,425.40万 | 加仓 |
| DVY | ISHARES TR | $2.25亿 | 0.06% | 1,487,430 | 85,820 | 6.1% | $1,299.40万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.27亿 | 0.06% | 748,996 | 162,120 | 27.6% | $4,903.80万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.28亿 | 0.06% | 784,700 | 171,270 | 27.9% | $4,975.22万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.29亿 | 0.06% | 4,827,651 | 43,160 | 0.9% | $205.14万 | 加仓 |
| SUSC | ISHARES TR | $2.30亿 | 0.06% | 9,927,434 | 465,191 | 4.9% | $1,076.34万 | 加仓 |
| ACLC | AMERICAN CENTY ETF TR | $2.30亿 | 0.06% | 3,117,940 | 229,094 | 7.9% | $1,688.88万 | 加仓 |
| SYSB | ISHARES TR | $2.30亿 | 0.06% | 2,584,384 | 302,861 | 13.3% | $2,695.46万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2.35亿 | 0.06% | 3,100,818 | 202,193 | 7.0% | $1,531.41万 | 加仓 |
| SO | SOUTHERN CO | $2.36亿 | 0.06% | 2,445,718 | 174,859 | 7.7% | $1,687.74万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.37亿 | 0.06% | 11,044,733 | 9,880,408 | 848.6% | $2.12亿 | 加仓 |
| SGOV | ISHARES TR | $2.38亿 | 0.06% | 2,363,918 | 1,236,858 | 109.7% | $1.25亿 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.38亿 | 0.06% | 4,066,826 | 820,447 | 25.3% | $4,802.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $2.39亿 | 0.06% | 3,615,039 | 175,288 | 5.1% | $1,156.73万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2.39亿 | 0.06% | 2,043,584 | 212,896 | 11.6% | $2,494.72万 | 加仓 |
| IYW | ISHARES TR | $2.40亿 | 0.06% | 1,320,707 | -702,271 | -34.7% | -$1.27亿 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.40亿 | 0.06% | 1,044,934 | 34,977 | 3.5% | $803.74万 | 加仓 |
| BOND | PIMCO ETF TR | $2.41亿 | 0.06% | 2,614,444 | 513,886 | 24.5% | $4,742.14万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.42亿 | 0.06% | 4,131,911 | 1,151,124 | 38.6% | $6,730.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.44亿 | 0.07% | 1,864,770 | -22,430 | -1.2% | -$293.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.45亿 | 0.07% | 1,205,830 | -169,933 | -12.4% | -$3,452.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.46亿 | 0.07% | 290,242 | 21,069 | 7.8% | $1,782.41万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2.46亿 | 0.07% | 4,147,870 | 1,283,214 | 44.8% | $7,599.19万 | 加仓 |
| IWX | ISHARES TR | $2.48亿 | 0.07% | 2,673,783 | -410,031 | -13.3% | -$3,799.76万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2.51亿 | 0.07% | 9,790,652 | 658,732 | 7.2% | $1,687.67万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.51亿 | 0.07% | 2,116,407 | 5,222 | 0.2% | $61.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2.53亿 | 0.07% | 363,071 | 17,364 | 5.0% | $1,211.52万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.54亿 | 0.07% | 551,097 | 64,594 | 13.3% | $2,977.74万 | 加仓 |
| PAYX | PAYCHEX INC | $2.56亿 | 0.07% | 2,774,473 | 556,607 | 25.1% | $5,127.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.56亿 | 0.07% | 2,562,549 | 280,862 | 12.3% | $2,804.69万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2.57亿 | 0.07% | 11,484,876 | 1,101,113 | 10.6% | $2,459.89万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $2.57亿 | 0.07% | 6,848,829 | 707,485 | 11.5% | $2,652.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.57亿 | 0.07% | 1,060,150 | -186,769 | -15.0% | -$4,527.09万 | 减仓 |