ENVESTNET ASSET MANAGEMENT INC
Berwyn PA · SEC CIK 0001407543
$4,236.01亿2026Q2 申报市值
4,822持仓数
20.9%前十大占比 · 第一大 7.3%
278 / 180新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$63.15亿
IUSB 加仓+$21.66亿
CORO 加仓+$17.70亿
IALT 新建仓+$14.21亿
GGOV 新建仓+$11.16亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$22.41亿
EFV 减仓-$20.96亿
IEMG 减仓-$14.69亿
IAGG 减仓-$12.33亿
IVE 减仓-$9.95亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.71亿 | 0.04% | 4,104,606 | 447,111 | 12.2% | $1,865.79万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1.73亿 | 0.04% | 3,690,727 | 404,283 | 12.3% | $1,894.87万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.74亿 | 0.04% | 2,099,207 | 458,769 | 28.0% | $3,801.78万 | 加仓 |
| EBAY | EBAY INC. | $1.75亿 | 0.04% | 1,566,453 | -1,197 | -0.1% | -$13.38万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1.77亿 | 0.04% | 6,091,698 | 371,785 | 6.5% | $1,078.55万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1.77亿 | 0.04% | 5,899,175 | 593,008 | 11.2% | $1,779.62万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.78亿 | 0.04% | 2,859,109 | 187,169 | 7.0% | $1,162.51万 | 加仓 |
| IGEB | ISHARES TR | $1.78亿 | 0.04% | 3,942,341 | 798,634 | 25.4% | $3,602.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.79亿 | 0.04% | 1,663,540 | 107,223 | 6.9% | $1,152.64万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.80亿 | 0.04% | 669,540 | 16,498 | 2.5% | $443.56万 | 加仓 |
| NDAQ | NASDAQ INC | $1.81亿 | 0.04% | 2,290,057 | -172,598 | -7.0% | -$1,360.42万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.81亿 | 0.04% | 1,103,567 | 69,629 | 6.7% | $1,138.92万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.81亿 | 0.04% | 1,107,979 | 3,909 | 0.4% | $63.71万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.81亿 | 0.04% | 468,145 | 28,647 | 6.5% | $1,107.87万 | 加仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $1.81亿 | 0.04% | 5,569,114 | 336,745 | 6.4% | $1,095.88万 | 加仓 |
| SHEL | SHELL PLC | $1.82亿 | 0.04% | 2,352,694 | 171,873 | 7.9% | $1,332.68万 | 加仓 |
| URI | UNITED RENTALS INC | $1.83亿 | 0.04% | 161,667 | -5,045 | -3.0% | -$571.54万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1.84亿 | 0.04% | 557,657 | -40,321 | -6.7% | -$1,331.06万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $1.85亿 | 0.04% | 4,490,100 | 183,307 | 4.3% | $754.50万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $1.85亿 | 0.04% | 2,636,708 | -97,605 | -3.6% | -$684.45万 | 减仓 |
| EEM | ISHARES TR | $1.85亿 | 0.04% | 2,704,404 | 228,966 | 9.2% | $1,566.36万 | 加仓 |
| MCO | MOODYS CORP | $1.87亿 | 0.04% | 412,231 | -15,295 | -3.6% | -$692.74万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.87亿 | 0.04% | 408,118 | 31,199 | 8.3% | $1,432.44万 | 加仓 |
| IDV | ISHARES TR | $1.88亿 | 0.04% | 4,526,887 | 85,504 | 1.9% | $354.24万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.88亿 | 0.04% | 737,847 | -74,838 | -9.2% | -$1,904.61万 | 减仓 |
| DGRW | WISDOMTREE TR | $1.88亿 | 0.04% | 1,966,718 | -190,531 | -8.8% | -$1,821.86万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.90亿 | 0.04% | 4,914,894 | 4,347,835 | 766.7% | $1.68亿 | 加仓 |
| USXF | ISHARES TR | $1.90亿 | 0.04% | 2,736,939 | -49,722 | -1.8% | -$345.32万 | 减仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $1.90亿 | 0.04% | 5,746,819 | 961,846 | 20.1% | $3,187.56万 | 加仓 |
| IWX | ISHARES TR | $1.91亿 | 0.05% | 1,815,846 | -857,937 | -32.1% | -$9,022.06万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.91亿 | 0.05% | 669,504 | -17,819 | -2.6% | -$508.88万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.91亿 | 0.05% | 833,230 | -144,119 | -14.7% | -$3,308.54万 | 减仓 |
| BA | BOEING CO | $1.93亿 | 0.05% | 889,565 | -32,371 | -3.5% | -$700.73万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1.93亿 | 0.05% | 4,031,114 | 71,684 | 1.8% | $343.65万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.95亿 | 0.05% | 3,530,593 | 762,409 | 27.5% | $4,206.97万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1.95亿 | 0.05% | 4,950,940 | 833,197 | 20.2% | $3,288.63万 | 加仓 |
| HSY | HERSHEY CO | $1.98亿 | 0.05% | 1,128,711 | 118,825 | 11.8% | $2,084.78万 | 加仓 |
| FLEX | FLEX LTD | $1.98亿 | 0.05% | 1,222,732 | 143,841 | 13.3% | $2,331.23万 | 加仓 |
| EME | EMCOR GROUP INC | $1.99亿 | 0.05% | 239,678 | 10,292 | 4.5% | $854.11万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.99亿 | 0.05% | 840,273 | -14,474 | -1.7% | -$343.51万 | 减仓 |
| ACWX | ISHARES TR | $2.00亿 | 0.05% | 2,621,489 | 469,335 | 21.8% | $3,572.11万 | 加仓 |
| IYT | ISHARES TR | $2.00亿 | 0.05% | 2,302,141 | 2,291,408 | 21,349.2% | $1.99亿 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.01亿 | 0.05% | 5,377,346 | 1,983,506 | 58.4% | $7,430.21万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2.02亿 | 0.05% | 7,721,547 | 841,106 | 12.2% | $2,202.02万 | 加仓 |
| AZO | AUTOZONE INC | $2.02亿 | 0.05% | 63,262 | -861 | -1.3% | -$275.17万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.02亿 | 0.05% | 7,478,012 | 6,715,450 | 880.6% | $1.82亿 | 加仓 |
| MGV | VANGUARD WORLD FD | $2.02亿 | 0.05% | 1,237,905 | -33,296 | -2.6% | -$544.22万 | 减仓 |
| TRGP | TARGA RES CORP | $2.03亿 | 0.05% | 756,768 | 41,241 | 5.8% | $1,105.84万 | 加仓 |
| STIP | ISHARES TR | $2.04亿 | 0.05% | 1,995,879 | 870,609 | 77.4% | $8,894.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $2.05亿 | 0.05% | 650,461 | 70,634 | 12.2% | $2,223.83万 | 加仓 |
| VLUE | ISHARES TR | $2.07亿 | 0.05% | 1,033,896 | -252,423 | -19.6% | -$5,043.66万 | 减仓 |
| SGOV | ISHARES TR | $2.07亿 | 0.05% | 2,052,936 | -310,982 | -13.2% | -$3,130.66万 | 减仓 |
| HEFA | ISHARES TR | $2.07亿 | 0.05% | 4,406,631 | -185,251 | -4.0% | -$869.29万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.07亿 | 0.05% | 600,633 | -282,215 | -32.0% | -$9,717.23万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2.07亿 | 0.05% | 3,077,855 | 146,710 | 5.0% | $986.48万 | 加仓 |
| WELL | WELLTOWER INC | $2.08亿 | 0.05% | 916,367 | 79,088 | 9.4% | $1,795.05万 | 加仓 |
| ENB | ENBRIDGE INC | $2.08亿 | 0.05% | 3,844,716 | 26,591 | 0.7% | $144.15万 | 加仓 |
| INTC | INTEL CORP | $2.09亿 | 0.05% | 1,493,552 | 67,588 | 4.7% | $943.71万 | 加仓 |
| SHOP | SHOPIFY INC | $2.09亿 | 0.05% | 1,827,570 | -423,617 | -18.8% | -$4,836.86万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.11亿 | 0.05% | 561,882 | -51,293 | -8.4% | -$1,925.11万 | 减仓 |
| NOW | SERVICENOW INC | $2.12亿 | 0.05% | 2,135,278 | -333,678 | -13.5% | -$3,312.74万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.13亿 | 0.05% | 2,209,295 | 54,884 | 2.5% | $529.25万 | 加仓 |
| IBB | ISHARES TR | $2.14亿 | 0.05% | 1,122,659 | -104,009 | -8.5% | -$1,978.15万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $2.14亿 | 0.05% | 2,200,819 | -21,107 | -0.9% | -$204.86万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.14亿 | 0.05% | 2,593,425 | 177,381 | 7.3% | $1,465.52万 | 加仓 |
| CWB | SPDR SERIES TRUST | $2.16亿 | 0.05% | 2,004,950 | 1,555,591 | 346.2% | $1.68亿 | 加仓 |
| JNK | SPDR SERIES TRUST | $2.16亿 | 0.05% | 2,246,389 | 424,952 | 23.3% | $4,095.26万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.17亿 | 0.05% | 4,289,310 | -1,261,028 | -22.7% | -$6,377.02万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.18亿 | 0.05% | 4,345,770 | 20,953 | 0.5% | $105.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.18亿 | 0.05% | 3,777,181 | 25,926 | 0.7% | $149.96万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2.19亿 | 0.05% | 7,039,245 | 416,802 | 6.3% | $1,296.25万 | 加仓 |
| IPAC | ISHARES TR | $2.19亿 | 0.05% | 2,677,633 | -1,369,036 | -33.8% | -$1.12亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.20亿 | 0.05% | 552,616 | 1,519 | 0.3% | $60.41万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2.20亿 | 0.05% | 1,295,928 | 234,003 | 22.0% | $3,981.33万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2.21亿 | 0.05% | 1,749,512 | -109,500 | -5.9% | -$1,383.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2.22亿 | 0.05% | 994,209 | -50,725 | -4.9% | -$1,130.55万 | 减仓 |
| TIP | ISHARES TR | $2.22亿 | 0.05% | 2,029,684 | 68,483 | 3.5% | $749.41万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2.22亿 | 0.05% | 5,961,527 | 526,069 | 9.7% | $1,960.13万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.23亿 | 0.05% | 727,903 | 15,980 | 2.2% | $489.42万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2.24亿 | 0.05% | 612,769 | -24,495 | -3.8% | -$895.70万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.24亿 | 0.05% | 764,871 | -19,829 | -2.5% | -$581.35万 | 减仓 |
| DBEF | DBX ETF TR | $2.25亿 | 0.05% | 4,118,593 | -145,207 | -3.4% | -$793.27万 | 减仓 |
| APP | APPLOVIN CORP | $2.26亿 | 0.05% | 438,423 | -51,459 | -10.5% | -$2,651.32万 | 减仓 |
| TTE | TOTALENERGIES SE | $2.28亿 | 0.05% | 2,933,078 | -173,570 | -5.6% | -$1,349.70万 | 减仓 |
| PFE | PFIZER INC | $2.29亿 | 0.05% | 9,513,242 | 167,641 | 1.8% | $403.68万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2.31亿 | 0.05% | 970,390 | -8,465 | -0.9% | -$201.09万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.31亿 | 0.05% | 3,972,823 | -94,003 | -2.3% | -$547.10万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $2.34亿 | 0.06% | 9,469,330 | 4,821,340 | 103.7% | $1.19亿 | 加仓 |
| LOW | LOWES COS INC | $2.35亿 | 0.06% | 1,064,397 | -43,043 | -3.9% | -$949.05万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $2.35亿 | 0.06% | 8,273,012 | 444,980 | 5.7% | $1,263.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.38亿 | 0.06% | 1,334,552 | 59,902 | 4.7% | $1,067.69万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2.39亿 | 0.06% | 1,479,343 | 128,087 | 9.5% | $2,069.12万 | 加仓 |
| USHY | ISHARES TR | $2.39亿 | 0.06% | 6,458,499 | 1,071,566 | 19.9% | $3,966.94万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $2.40亿 | 0.06% | 2,612,993 | 1,035,252 | 65.6% | $9,519.59万 | 加仓 |
| SO | SOUTHERN CO | $2.41亿 | 0.06% | 2,513,008 | 67,290 | 2.8% | $644.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2.41亿 | 0.06% | 1,219,545 | 14,204 | 1.2% | $280.66万 | 加仓 |
| DHR | DANAHER CORP DEL | $2.42亿 | 0.06% | 1,269,068 | -111,694 | -8.1% | -$2,127.55万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.42亿 | 0.06% | 487,627 | -15,937 | -3.2% | -$791.64万 | 减仓 |
| SYSB | ISHARES TR | $2.42亿 | 0.06% | 2,731,676 | 147,292 | 5.7% | $1,306.72万 | 加仓 |
| IJK | ISHARES TR | $2.43亿 | 0.06% | 2,065,287 | 103,836 | 5.3% | $1,220.07万 | 加仓 |