13F 机构持仓

Financial Engines Advisors L.L.C.

SANTA CLARA CA · SEC CIK 0001420473

2026Q22026Q1 更早 9 个季度 🔒
$516.24亿2026Q1 申报市值
530持仓数
55.8%前十大占比 · 第一大 8.9%
23 / 30新建仓 / 清仓
申报市值走势$563.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYV 8.9%
SPMB 8.2%
SCHF 7.3%
IGIB 6.6%
VUG 5.5%
SPDW 4.9%
XT 4.3%
SCHM 3.4%
KOMP 3.4%
IWD 3.3%

2026Q1 买入最多 按季末市值估算

AKRE 加仓+$2,877.21万
IGIB 加仓+$2,688.86万
IAGG 加仓+$1,666.27万
SPTI 加仓+$1,622.86万
SPTL 加仓+$1,155.90万

2026Q1 卖出最多 按季末市值估算

SCHF 减仓-$1.09亿
NANR 减仓-$1.06亿
IWD 减仓-$8,519.66万
SCHV 减仓-$7,125.73万
SPDW 减仓-$6,245.60万

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
GLW CORNING INC $30.17万0.00%2,219 -286-11.4% -$3.89万 减仓
SIVR ABRDN SILVER ETF TRUST $30.31万0.00%4,232 00.0% — 不变
CATH GLOBAL X FDS $30.71万0.00%3,929 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $30.75万0.00%11,293 00.0% — 不变
— LISTED FDS TR $30.78万0.00%5,188 1392.8% $8,245 加仓
GTO INVESCO ACTIVELY MANAGED EXC $30.83万0.00%6,584 941.4% $4,402 加仓
MAR MARRIOTT INTL INC NEW $31.33万0.00%958 444.8% $1.44万 加仓
XLU SELECT SECTOR SPDR TR $31.48万0.00%6,860 -311-4.3% -$1.43万 减仓
UPS UNITED PARCEL SVCS INC $31.62万0.00%3,214 411.3% $4,034 加仓
ROK ROCKWELL AUTOMATION INC $31.69万0.00%883 172.0% $6,101 加仓
UCON FIRST TR EXCHNG TRADED FD VI $31.74万0.00%12,813 1961.6% $4,855 加仓
ELF E L F BEAUTY INC $31.85万0.00%5,255 5,255— $31.85万 新建仓
USB US BANCORP $31.90万0.00%6,134 -18,296-74.9% -$95.16万 减仓
PCAR PACCAR INC $32.21万0.00%2,789 -123-4.2% -$1.42万 减仓
IYC ISHARES TR $32.36万0.00%3,339 1745.5% $1.69万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $32.38万0.00%28,833 00.0% — 不变
— LISTED FDS TR $32.46万0.00%10,589 -55-0.5% -$1,686 减仓
CB CHUBB LTD SWITZ $32.63万0.00%1,001 1,001— $32.63万 新建仓
CSM PROSHARES TR $32.89万0.00%4,396 00.0% — 不变
— BITWISE 10 CRYPTO INDEX ETF $33.20万0.00%7,443 7,443— $33.20万 新建仓
MPC MARATHON PETE CORP $33.38万0.00%1,367 675.2% $1.64万 加仓
ING ING GROEP N.V. $33.81万0.00%12,979 2572.0% $6,695 加仓
BX BLACKSTONE INC $34.14万0.00%2,969 50.2% $575 加仓
IBMR ISHARES TR $34.76万0.00%13,713 -1,346-8.9% -$3.41万 减仓
IBMS ISHARES TR $34.93万0.00%13,523 -1,413-9.5% -$3.65万 减仓
APH AMPHENOL CORP $35.09万0.00%2,777 -284-9.3% -$3.59万 减仓
VGSH VANGUARD SCOTTSDALE FDS $35.46万0.00%6,058 -1,552-20.4% -$9.09万 减仓
EWJ ISHARES INC $35.77万0.00%4,236 -247-5.5% -$2.09万 减仓
ITW ILLINOIS TOOL WKS INC $35.84万0.00%1,377 -46-3.2% -$1.20万 减仓
PSX PHILLIPS 66 $36.14万0.00%1,984 -306-13.4% -$5.57万 减仓
AEP AMERICAN ELEC PWR CO INC $36.49万0.00%2,784 481.8% $6,292 加仓
CACI CACI INTL INC $36.50万0.00%671 -12-1.8% -$6,527 减仓
MOAT VANECK ETF TRUST $36.77万0.00%3,803 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $36.91万0.00%3,214 -1,685-34.4% -$19.35万 减仓
TRV TRAVELERS COMPANIES INC $37.19万0.00%1,275 -1,124-46.9% -$32.78万 减仓
VTEC VANGUARD CALIF TAX FREE FDS $37.23万0.00%3,758 842.3% $8,323 重新持有
FNF FIDELITY NATL FINL INC $37.46万0.00%8,077 40.0% $186 加仓
SPGM SPDR INDEX SHS FDS $37.82万0.00%4,995 -107-2.1% -$8,101 减仓
ACN ACCENTURE PLC IRELAND $37.89万0.00%1,911 -221-10.4% -$4.38万 减仓
SPAB SPDR SERIES TRUST $38.03万0.00%14,845 -34-0.2% -$871 减仓
PAG PENSKE AUTOMOTIVE GRP INC $38.11万0.00%2,549 -934-26.8% -$13.96万 减仓
PKW INVESCO EXCHANGE TRADED FD T $38.17万0.00%2,908 00.0% — 不变
EXC EXELON CORP $38.92万0.00%7,939 -579-6.8% -$2.84万 减仓
PGR PROGRESSIVE CORP $39.33万0.00%1,984 -90-4.3% -$1.78万 减仓
IYF ISHARES TR $39.55万0.00%3,361 -146-4.2% -$1.72万 减仓
USMV ISHARES TR $39.57万0.00%4,267 1573.8% $1.46万 加仓
MO ALTRIA GROUP INC $40.05万0.00%6,069 5439.8% $3.58万 加仓
— BONDBLOXX ETF TRUST $40.37万0.00%7,850 00.0% — 不变
AQST AQUESTIVE THERAPEUTICS INC $40.46万0.00%97,483 00.0% — 不变
PCG PG&E CORP $41.70万0.00%23,732 23,732— $41.70万 新建仓
ED CONSOLIDATED EDISON INC $41.75万0.00%3,689 -68-1.8% -$7,696 减仓
CRWD CROWDSTRIKE HLDGS INC $41.77万0.00%1,070 13614.6% $5.31万 加仓
EME EMCOR GROUP INC $42.23万0.00%572 132.3% $9,598 加仓
VDC VANGUARD WORLD FD $42.60万0.00%1,897 -6-0.3% -$1,348 减仓
EBC EASTERN BANKSHARES INC $43.06万0.00%22,014 00.0% — 不变
ISCG ISHARES TR $43.62万0.00%7,959 -246-3.0% -$1.35万 减仓
QTUM ETF SER SOLUTIONS $43.65万0.00%4,068 2275.9% $2.44万 加仓
TMDX TRANSMEDICS GROUP INC $43.79万0.00%4,405 431.0% $4,275 加仓
DNP DNP SELECT INCOME FD INC $43.97万0.00%42,688 3000.7% $3,090 加仓
NKE NIKE INC $44.29万0.00%8,385 -3-0.0% -$158 减仓
MU MICRON TECHNOLOGY INC $44.54万0.00%1,318 50562.1% $17.07万 加仓
— PROSHARES TR $44.97万0.00%8,640 260.3% $1,353 加仓
VTC VANGUARD SCOTTSDALE FDS $45.44万0.00%5,914 -8,459-58.9% -$64.99万 减仓
TXN TEXAS INSTRS INC $45.99万0.00%2,369 -342-12.6% -$6.64万 减仓
VGLT VANGUARD SCOTTSDALE FDS $46.03万0.00%8,316 -2,217-21.0% -$12.27万 减仓
IXUS ISHARES TR $46.11万0.00%5,322 -346-6.1% -$3.00万 减仓
IBTO ISHARES TR $46.28万0.00%18,976 -3,382-15.1% -$8.25万 减仓
ANET ARISTA NETWORKS INC $46.72万0.00%3,805 66221.1% $8.13万 加仓
SCHO SCHWAB STRATEGIC TR $47.09万0.00%19,402 -3,586-15.6% -$8.70万 减仓
HIG HARTFORD INSURANCE GROUP INC $47.87万0.00%3,540 -116-3.2% -$1.57万 减仓
TER TERADYNE INC $47.88万0.00%1,615 -11-0.7% -$3,261 减仓
VLUE ISHARES TR $48.10万0.00%3,383 00.0% — 不变
VCR VANGUARD WORLD FD $48.11万0.00%1,340 100.8% $3,590 加仓
TMUS T-MOBILE US INC $48.56万0.00%2,312 542.4% $1.13万 加仓
FNDX SCHWAB STRATEGIC TR $48.95万0.00%17,576 2,85419.4% $7.95万 加仓
YUM YUM BRANDS INC $49.63万0.00%3,192 -180-5.3% -$2.80万 减仓
FDX FEDEX CORP $49.83万0.00%1,399 -190-12.0% -$6.77万 减仓
GILD GILEAD SCIENCES INC $50.28万0.00%3,608 2878.6% $4.00万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $50.35万0.00%11,124 1271.2% $5,748 加仓
QCOM QUALCOMM INC $50.62万0.00%3,931 -3,187-44.8% -$41.04万 减仓
DAL DELTA AIR LINES INC $50.70万0.00%7,627 2,77357.1% $18.43万 重新持有
VKTX VIKING THERAPEUTICS INC $50.96万0.00%15,661 460.3% $1,497 加仓
F FORD MTR CO $51.79万0.00%44,877 13,10741.3% $15.13万 加仓
GD GENERAL DYNAMICS CORP $51.89万0.00%1,512 -42-2.7% -$1.44万 减仓
CVS CVS HEALTH CORP $52.16万0.00%7,263 -1,495-17.1% -$10.74万 减仓
COWZ PACER FDS TR $52.23万0.00%8,349 3314.1% $2.07万 加仓
MMM 3M CO $52.75万0.00%3,632 -1,656-31.3% -$24.05万 减仓
C CITIGROUP INC $52.87万0.00%4,662 -145-3.0% -$1.64万 减仓
CL COLGATE PALMOLIVE CO $54.67万0.00%6,414 1342.1% $1.14万 加仓
PFE PFIZER INC $55.39万0.00%19,727 3,52221.7% $9.89万 加仓
TRN TRINITY INDS INC $55.57万0.00%17,268 -130-0.7% -$4,183 减仓
PULS PGIM ETF TR $55.76万0.00%11,264 -11-0.1% -$544 减仓
FUL FULLER H B CO $56.29万0.00%9,126 90111.0% $5.56万 加仓
AXP AMERICAN EXPRESS CO $57.02万0.00%1,885 -325-14.7% -$9.83万 减仓
PEP PEPSICO INC $57.13万0.00%3,679 -271-6.9% -$4.21万 减仓
KKR KKR & CO INC $57.56万0.00%6,223 -1,715-21.6% -$15.86万 减仓
ILCV ISHARES TR $58.00万0.00%6,227 -592-8.7% -$5.51万 减仓
IUSG ISHARES TR $58.07万0.00%3,744 2206.2% $3.41万 加仓
OEF ISHARES TR $58.52万0.00%1,840 -305-14.2% -$9.70万 减仓
AWK AMERICAN WTR WKS CO INC NEW $59.32万0.00%4,359 -11-0.3% -$1,497 减仓