Financial Engines Advisors L.L.C.
SANTA CLARA CA · SEC CIK 0001420473
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $135.53万 | 0.00% | 1,913 | -22 | -1.1% | -$1.56万 | 减仓 |
| — | HONEYWELL INTL INC | $139.16万 | 0.00% | 6,157 | -838 | -12.0% | -$18.94万 | 减仓 |
| IDV | ISHARES TR | $139.28万 | 0.00% | 32,725 | -7,209 | -18.1% | -$30.68万 | 减仓 |
| IBMO | ISHARES TR | $139.74万 | 0.00% | 54,522 | -4,693 | -7.9% | -$12.03万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $139.81万 | 0.00% | 26,500 | -716 | -2.6% | -$3.78万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $141.70万 | 0.00% | 27,944 | -3,629 | -11.5% | -$18.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $143.33万 | 0.00% | 8,862 | 6 | 0.1% | $970 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $143.56万 | 0.00% | 18,818 | 10,996 | 140.6% | $83.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $143.94万 | 0.00% | 18,081 | -934 | -4.9% | -$7.44万 | 减仓 |
| IAU | ISHARES GOLD TR | $144.52万 | 0.00% | 16,393 | -1,387 | -7.8% | -$12.23万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $146.00万 | 0.00% | 5,396 | 345 | 6.8% | $9.33万 | 加仓 |
| AMGN | AMGEN INC | $150.38万 | 0.00% | 4,274 | 93 | 2.2% | $3.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $153.32万 | 0.00% | 16,507 | 631 | 4.0% | $5.86万 | 加仓 |
| SII | SPROTT INC | $155.23万 | 0.00% | 10,863 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $157.64万 | 0.00% | 33,727 | -2,588 | -7.1% | -$12.10万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $157.73万 | 0.00% | 22,933 | -1,490 | -6.1% | -$10.25万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $160.12万 | 0.00% | 21,331 | -117 | -0.5% | -$8,783 | 减仓 |
| DGRO | ISHARES TR | $161.51万 | 0.00% | 23,013 | -416 | -1.8% | -$2.92万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $161.95万 | 0.00% | 14,660 | -677 | -4.4% | -$7.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $162.86万 | 0.00% | 26,585 | -1,518 | -5.4% | -$9.30万 | 减仓 |
| — | ISHARES ETHEREUM TR | $163.65万 | 0.00% | 103,380 | 30,587 | 42.0% | $48.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $164.97万 | 0.00% | 1,950 | 9 | 0.5% | $7,614 | 加仓 |
| RTX | RTX CORPORATION | $167.28万 | 0.00% | 8,672 | -2,580 | -22.9% | -$49.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $168.14万 | 0.00% | 2,782 | 247 | 9.7% | $14.93万 | 加仓 |
| GEV | GE VERNOVA INC | $170.13万 | 0.00% | 1,949 | -506 | -20.6% | -$44.17万 | 减仓 |
| SUB | ISHARES TR | $173.98万 | 0.00% | 16,336 | -5,779 | -26.1% | -$61.55万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $174.76万 | 0.00% | 70,156 | -18,573 | -20.9% | -$46.27万 | 减仓 |
| NOW | SERVICENOW INC | $181.03万 | 0.00% | 17,315 | 434 | 2.6% | $4.54万 | 加仓 |
| — | ISHARES TR | $181.25万 | 0.00% | 49,603 | 3,611 | 7.9% | $13.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $184.08万 | 0.00% | 37,622 | -9,711 | -20.5% | -$47.52万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $187.34万 | 0.00% | 22,727 | -92 | -0.4% | -$7,584 | 减仓 |
| PG | PROCTER & GAMBLE CO | $188.56万 | 0.00% | 13,055 | -99 | -0.8% | -$1.43万 | 减仓 |
| RY | ROYAL BK CDA | $191.65万 | 0.00% | 11,847 | -388 | -3.2% | -$6.28万 | 减仓 |
| V | VISA INC | $194.79万 | 0.00% | 6,445 | -618 | -8.7% | -$18.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $195.26万 | 0.00% | 3,908 | -639 | -14.1% | -$31.93万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $195.74万 | 0.00% | 10,622 | 63 | 0.6% | $1.16万 | 加仓 |
| IBTK | ISHARES TR | $198.74万 | 0.00% | 100,780 | 4,220 | 4.4% | $8.32万 | 加仓 |
| QLD | PROSHARES TR | $201.32万 | 0.00% | 33,003 | 169 | 0.5% | $1.03万 | 加仓 |
| MUNI | PIMCO ETF TR | $202.20万 | 0.00% | 38,743 | 1,074 | 2.9% | $5.61万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $204.52万 | 0.00% | 26,523 | -5,264 | -16.6% | -$40.59万 | 减仓 |
| BAC | BANK AMERICA CORP | $207.43万 | 0.00% | 42,549 | -1,799 | -4.1% | -$8.77万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $207.54万 | 0.00% | 45,318 | -10,190 | -18.4% | -$46.67万 | 减仓 |
| MGK | VANGUARD WORLD FD | $208.23万 | 0.00% | 5,667 | 1,364 | 31.7% | $50.12万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $208.83万 | 0.00% | 10,147 | 184 | 1.8% | $3.79万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $209.48万 | 0.00% | 35,177 | -2,373 | -6.3% | -$14.13万 | 减仓 |
| EFV | ISHARES TR | $209.82万 | 0.00% | 28,220 | 415 | 1.5% | $3.09万 | 加仓 |
| TIP | ISHARES TR | $210.42万 | 0.00% | 19,067 | 60 | 0.3% | $6,622 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $211.85万 | 0.00% | 44,572 | -311 | -0.7% | -$1.48万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $214.94万 | 0.00% | 12,392 | -637 | -4.9% | -$11.05万 | 减仓 |
| EEM | ISHARES TR | $215.09万 | 0.00% | 37,874 | -1,202 | -3.1% | -$6.83万 | 减仓 |
| DVA | DAVITA INC | $218.74万 | 0.00% | 14,233 | 648 | 4.8% | $9.96万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $220.09万 | 0.00% | 60,149 | -243 | -0.4% | -$8,891 | 减仓 |
| GE | GE AEROSPACE | $222.28万 | 0.00% | 7,833 | -646 | -7.6% | -$18.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $225.01万 | 0.00% | 15,193 | -553 | -3.5% | -$8.19万 | 减仓 |
| ONON | ON HLDG AG | $226.04万 | 0.00% | 66,444 | -2,720 | -3.9% | -$9.25万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $231.98万 | 0.00% | 48,400 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $232.39万 | 0.00% | 5,472 | -143 | -2.5% | -$6.07万 | 减仓 |
| CVX | CHEVRON CORPORATION | $235.77万 | 0.00% | 11,395 | -761 | -6.3% | -$15.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $240.30万 | 0.00% | 23,405 | -6,453 | -21.6% | -$66.25万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $243.80万 | 0.00% | 28,736 | 857 | 3.1% | $7.27万 | 加仓 |
| LLY | ELI LILLY & CO | $244.03万 | 0.00% | 2,653 | -414 | -13.5% | -$38.08万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $249.32万 | 0.00% | 31,536 | 4,657 | 17.3% | $36.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $249.49万 | 0.00% | 97,305 | -84,589 | -46.5% | -$216.89万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $249.88万 | 0.00% | 20,077 | -1,880 | -8.6% | -$23.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $250.63万 | 0.00% | 81,692 | 2,188 | 2.8% | $6.71万 | 加仓 |
| MLRG | ISHARES TR | $252.86万 | 0.00% | 28,139 | -149 | -0.5% | -$1.34万 | 减仓 |
| ITOT | ISHARES TR | $255.01万 | 0.00% | 17,904 | 73 | 0.4% | $1.04万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $258.49万 | 0.01% | 34,378 | 16,486 | 92.1% | $123.96万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $258.92万 | 0.01% | 100,550 | -9,554 | -8.7% | -$24.60万 | 减仓 |
| SDY | SPDR SERIES TRUST | $259.41万 | 0.01% | 17,775 | 843 | 5.0% | $12.30万 | 加仓 |
| EFG | ISHARES TR | $259.70万 | 0.01% | 23,319 | -169 | -0.7% | -$1.88万 | 减仓 |
| ILCG | ISHARES TR | $260.56万 | 0.01% | 27,290 | 10,789 | 65.4% | $103.01万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $263.40万 | 0.01% | 5,432 | -18 | -0.3% | -$8,728 | 减仓 |
| NBBK | NB BANCORP INC | $264.90万 | 0.01% | 125,723 | 8,016 | 6.8% | $16.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $266.26万 | 0.01% | 10,985 | -489 | -4.3% | -$11.85万 | 减仓 |
| IWV | ISHARES TR | $269.11万 | 0.01% | 7,260 | -206 | -2.8% | -$7.64万 | 减仓 |
| CSCO | CISCO SYS INC | $270.01万 | 0.01% | 34,800 | 2,897 | 9.1% | $22.48万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $270.71万 | 0.01% | 54,349 | -369 | -0.7% | -$1.84万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $272.63万 | 0.01% | 6,542 | -17 | -0.3% | -$7,085 | 减仓 |
| OTTR | OTTER TAIL CORP | $280.20万 | 0.01% | 31,924 | 1,334 | 4.4% | $11.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $280.36万 | 0.01% | 12,905 | -608 | -4.5% | -$13.21万 | 减仓 |
| IWF | ISHARES TR | $283.06万 | 0.01% | 26,553 | -3,332 | -11.1% | -$35.52万 | 减仓 |
| — | AMPLIFY ETF TR | $286.66万 | 0.01% | 66,977 | 4,065 | 6.5% | $17.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $291.53万 | 0.01% | 14,348 | -1,359 | -8.7% | -$27.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $294.06万 | 0.01% | 12,030 | 578 | 5.0% | $14.13万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $294.37万 | 0.01% | 36,531 | -376 | -1.0% | -$3.03万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $294.57万 | 0.01% | 5,993 | -169 | -2.7% | -$8.31万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $307.39万 | 0.01% | 7,799 | -2,033 | -20.7% | -$80.13万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $310.99万 | 0.01% | 68,319 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $314.13万 | 0.01% | 21,554 | -11 | -0.1% | -$1,603 | 减仓 |
| WMT | WALMART INC | $317.94万 | 0.01% | 25,583 | 627 | 2.5% | $7.79万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $324.96万 | 0.01% | 11,300 | -1,640 | -12.7% | -$47.16万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $330.28万 | 0.01% | 100,758 | 7,232 | 7.7% | $23.71万 | 加仓 |
| — | SCHWAB STRATEGIC TR | $333.27万 | 0.01% | 64,115 | 5,533 | 9.4% | $28.76万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $334.75万 | 0.01% | 49,490 | -7,584 | -13.3% | -$51.30万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $339.26万 | 0.01% | 33,544 | 200 | 0.6% | $2.02万 | 加仓 |
| MDU | MDU RES GROUP INC | $340.15万 | 0.01% | 164,167 | 115,348 | 236.3% | $239.00万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $355.29万 | 0.01% | 104,929 | -1,956 | -1.8% | -$6.62万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $356.02万 | 0.01% | 70,346 | -8,725 | -11.0% | -$44.16万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $358.66万 | 0.01% | 15,094 | -2,186 | -12.7% | -$51.94万 | 减仓 |