Financial Engines Advisors L.L.C.
SANTA CLARA CA · SEC CIK 0001420473
$563.15亿2026Q2 申报市值
552持仓数
56.2%前十大占比 · 第一大 9.0%
35 / 21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
VWO 加仓+$6.19亿
IGIB 加仓+$3.00亿
SPMB 加仓+$1.91亿
SCHG 加仓+$1.73亿
SPTL 加仓+$1.14亿
2026Q2 卖出最多 按季末市值估算
SPEM 减仓-$6.70亿
AKRE 减仓-$2.56亿
XT 减仓-$2.42亿
SPDW 减仓-$1.93亿
SCHM 减仓-$1.87亿
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $143.21万 | 0.00% | 14,014 | 441 | 3.2% | $4.51万 | 加仓 |
| QUAL | ISHARES TR | $143.29万 | 0.00% | 6,530 | 715 | 12.3% | $15.69万 | 加仓 |
| NBTB | NBT BANCORP INC | $145.31万 | 0.00% | 29,432 | -1 | -0.0% | -$49 | 减仓 |
| WFC | WELLS FARGO & CO | $149.00万 | 0.00% | 18,030 | -51 | -0.3% | -$4,215 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $152.54万 | 0.00% | 19,906 | 1,088 | 5.8% | $8.34万 | 加仓 |
| ORCL | ORACLE CORP | $152.75万 | 0.00% | 10,423 | 2,309 | 28.5% | $33.84万 | 加仓 |
| MS | MORGAN STANLEY | $153.14万 | 0.00% | 7,326 | -148 | -2.0% | -$3.09万 | 减仓 |
| MTUM | ISHARES TR | $155.78万 | 0.00% | 4,544 | 133 | 3.0% | $4.56万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $161.95万 | 0.00% | 8,743 | -119 | -1.3% | -$2.20万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $162.20万 | 0.00% | 23,531 | 598 | 2.6% | $4.12万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $163.61万 | 0.00% | 34,001 | 274 | 0.8% | $1.32万 | 加仓 |
| RTX | RTX CORPORATION | $163.62万 | 0.00% | 8,624 | -48 | -0.6% | -$9,107 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $166.24万 | 0.00% | 3,481 | 390 | 12.6% | $18.63万 | 加仓 |
| DGRO | ISHARES TR | $170.69万 | 0.00% | 22,522 | -491 | -2.1% | -$3.72万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $172.60万 | 0.00% | 69,991 | -165 | -0.2% | -$4,069 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $172.70万 | 0.00% | 64,440 | -36,110 | -35.9% | -$96.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $177.76万 | 0.00% | 12,122 | -933 | -7.1% | -$13.68万 | 减仓 |
| SUB | ISHARES TR | $177.95万 | 0.00% | 16,714 | 378 | 2.3% | $4.02万 | 加仓 |
| — | ISHARES ETHEREUM TR | $179.51万 | 0.00% | 150,975 | 47,595 | 46.0% | $56.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $182.34万 | 0.00% | 2,522 | -58 | -2.2% | -$4.19万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $183.22万 | 0.00% | 4,408 | -988 | -18.3% | -$41.07万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $183.46万 | 0.00% | 14,705 | 45 | 0.3% | $5,614 | 加仓 |
| CVX | CHEVRON CORPORATION | $185.28万 | 0.00% | 11,177 | -218 | -1.9% | -$3.61万 | 减仓 |
| CLPT | CLEARPOINT NEURO INC | $187.38万 | 0.00% | 105,033 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $188.69万 | 0.00% | 96,566 | -4,214 | -4.2% | -$8.23万 | 减仓 |
| AMGN | AMGEN INC | $191.73万 | 0.00% | 5,295 | 1,021 | 23.9% | $36.97万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $195.06万 | 0.00% | 36,971 | -651 | -1.7% | -$3.43万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $197.52万 | 0.00% | 22,309 | -418 | -1.8% | -$3.70万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $197.79万 | 0.00% | 21,534 | 203 | 1.0% | $1.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $202.68万 | 0.00% | 2,004 | 54 | 2.8% | $5.46万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $203.04万 | 0.00% | 24,575 | 21,767 | 775.2% | $179.84万 | 重新持有 |
| — | AMERICAN CENTY ETF TR | $206.66万 | 0.00% | 44,362 | -956 | -2.1% | -$4.45万 | 减仓 |
| — | ISHARES TR | $207.48万 | 0.00% | 43,108 | -6,495 | -13.1% | -$31.26万 | 减仓 |
| RY | ROYAL BK CDA | $209.14万 | 0.00% | 10,105 | -1,742 | -14.7% | -$36.05万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $209.20万 | 0.00% | 35,470 | 293 | 0.8% | $1.73万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $210.68万 | 0.00% | 10,662 | 40 | 0.4% | $7,904 | 加仓 |
| TIP | ISHARES TR | $211.58万 | 0.00% | 19,335 | 268 | 1.4% | $2.93万 | 加仓 |
| MUNI | PIMCO ETF TR | $213.55万 | 0.00% | 40,598 | 1,855 | 4.8% | $9.76万 | 加仓 |
| CAT | CATERPILLAR INC | $214.79万 | 0.00% | 2,017 | 104 | 5.4% | $11.07万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $217.92万 | 0.00% | 43,776 | 19,620 | 81.2% | $97.67万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $218.08万 | 0.00% | 13,895 | 6,680 | 92.6% | $104.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $218.66万 | 0.00% | 5,046 | -31 | -0.6% | -$1.34万 | 减仓 |
| EFV | ISHARES TR | $219.21万 | 0.00% | 28,636 | 416 | 1.5% | $3.18万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $221.97万 | 0.00% | 25,965 | -558 | -2.1% | -$4.77万 | 减仓 |
| MGK | VANGUARD WORLD FD | $223.52万 | 0.00% | 25,426 | -2,909 | -10.3% | -$25.57万 | 减仓 |
| MDU | MDU RES GROUP INC | $224.19万 | 0.00% | 105,703 | -58,464 | -35.6% | -$124.00万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $227.15万 | 0.00% | 78,409 | -93,777 | -54.5% | -$271.67万 | 减仓 |
| ONON | ON HLDG AG | $228.60万 | 0.00% | 64,540 | -1,904 | -2.9% | -$6.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $237.24万 | 0.00% | 4,619 | 711 | 18.2% | $36.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $239.83万 | 0.00% | 26,431 | 3,026 | 12.9% | $27.46万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $240.23万 | 0.00% | 9,757 | -390 | -3.8% | -$9.60万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $240.28万 | 0.00% | 59,081 | -1,068 | -1.8% | -$4.34万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $240.90万 | 0.00% | 44,587 | 15 | 0.0% | $810 | 加仓 |
| BAC | BANK OF AMER CORP | $242.77万 | 0.00% | 42,606 | 57 | 0.1% | $3,248 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $246.28万 | 0.00% | 5,364 | -68 | -1.3% | -$3.12万 | 减仓 |
| SHLD | GLOBAL X FDS | $248.38万 | 0.00% | 41,598 | 41,598 | — | $248.38万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $251.05万 | 0.00% | 27,652 | -3,884 | -12.3% | -$35.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $252.50万 | 0.00% | 15,978 | 785 | 5.2% | $12.41万 | 加仓 |
| EEM | ISHARES TR | $254.66万 | 0.00% | 37,225 | -649 | -1.7% | -$4.44万 | 减仓 |
| GEV | GE VERNOVA INC | $256.00万 | 0.00% | 2,179 | 230 | 11.8% | $27.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $258.30万 | 0.00% | 81,458 | -234 | -0.3% | -$7,420 | 减仓 |
| NOW | SERVICENOW INC | $258.46万 | 0.00% | 26,033 | 8,718 | 50.3% | $86.55万 | 加仓 |
| SDY | SPDR SERIES TRUST | $261.25万 | 0.00% | 17,167 | -608 | -3.4% | -$9.25万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $262.96万 | 0.00% | 17,140 | -2,937 | -14.6% | -$45.06万 | 减仓 |
| V | VISA INC | $266.75万 | 0.00% | 7,775 | 1,330 | 20.6% | $45.63万 | 加仓 |
| NBBK | NB BANCORP INC | $267.90万 | 0.00% | 126,788 | 1,065 | 0.8% | $2.25万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $274.99万 | 0.00% | 56,893 | 8,493 | 17.5% | $41.05万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $281.94万 | 0.01% | 55,282 | 37,634 | 213.2% | $191.93万 | 加仓 |
| OTTR | OTTER TAIL CORP | $283.35万 | 0.01% | 31,490 | -434 | -1.4% | -$3.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $292.12万 | 0.01% | 5,029 | 636 | 14.5% | $36.94万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $292.24万 | 0.01% | 5,829 | -164 | -2.7% | -$8.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $292.32万 | 0.01% | 12,030 | -875 | -6.8% | -$21.26万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $292.55万 | 0.01% | 32,470 | -1,908 | -5.6% | -$17.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $292.74万 | 0.01% | 10,410 | -575 | -5.2% | -$16.17万 | 减仓 |
| ITOT | ISHARES TR | $294.42万 | 0.01% | 17,923 | 19 | 0.1% | $3,121 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $294.54万 | 0.01% | 100,082 | 2,777 | 2.9% | $8.17万 | 加仓 |
| ILCG | ISHARES TR | $296.37万 | 0.01% | 25,326 | -1,964 | -7.2% | -$22.98万 | 减仓 |
| EFG | ISHARES TR | $297.08万 | 0.01% | 23,877 | 558 | 2.4% | $6.94万 | 加仓 |
| DVA | DAVITA INC | $297.42万 | 0.01% | 13,368 | -865 | -6.1% | -$19.25万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $297.57万 | 0.01% | 13,287 | -1,061 | -7.4% | -$23.76万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $301.85万 | 0.01% | 18,111 | 5,719 | 46.2% | $95.32万 | 加仓 |
| GE | GE AEROSPACE | $303.36万 | 0.01% | 8,117 | 284 | 3.6% | $10.61万 | 加仓 |
| QLD | PROSHARES TR | $305.41万 | 0.01% | 31,564 | -1,439 | -4.4% | -$13.92万 | 减仓 |
| IWV | ISHARES TR | $305.60万 | 0.01% | 7,167 | -93 | -1.3% | -$3.97万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $307.37万 | 0.01% | 64,425 | -3,894 | -5.7% | -$18.58万 | 减仓 |
| MLRG | ISHARES TR | $309.28万 | 0.01% | 29,839 | 1,700 | 6.0% | $17.62万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $311.45万 | 0.01% | 34,916 | 6,180 | 21.5% | $55.13万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $312.01万 | 0.01% | 49,818 | -4,531 | -8.3% | -$28.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $312.52万 | 0.01% | 12,305 | 275 | 2.3% | $6.98万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $318.08万 | 0.01% | 6,476 | -66 | -1.0% | -$3.24万 | 减仓 |
| WMT | WALMART INC | $319.29万 | 0.01% | 28,191 | 2,608 | 10.2% | $29.54万 | 加仓 |
| LLY | ELI LILLY & CO | $323.83万 | 0.01% | 2,700 | 47 | 1.8% | $5.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $328.05万 | 0.01% | 64,871 | -5,475 | -7.8% | -$27.69万 | 减仓 |
| VGT | VANGUARD WORLD FD | $353.41万 | 0.01% | 29,569 | -35,927 | -54.9% | -$429.40万 | 减仓 |
| IWS | ISHARES TR | $355.42万 | 0.01% | 21,593 | 39 | 0.2% | $6,419 | 加仓 |
| — | EXXON MOBIL CORP | $357.46万 | 0.01% | 26,145 | 333 | 1.3% | $4.55万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $360.73万 | 0.01% | 13,801 | -231 | -1.6% | -$6.04万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $361.60万 | 0.01% | 5,862 | -1,937 | -24.8% | -$119.48万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $371.06万 | 0.01% | 11,196 | -104 | -0.9% | -$3.45万 | 减仓 |
| — | SCHWAB STRATEGIC TR | $375.06万 | 0.01% | 53,618 | -10,497 | -16.4% | -$73.43万 | 减仓 |