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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $3,014.66万 | 0.06% | 104,836 | -5,351 | -4.9% | -$153.87万 | 减仓 |
| SHM | SPDR SERIES TRUST | $3,196.58万 | 0.06% | 668,321 | 3,359 | 0.5% | $16.07万 | 加仓 |
| IEFA | ISHARES TR | $3,255.40万 | 0.06% | 359,593 | -15,639 | -4.2% | -$141.58万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,374.94万 | 0.07% | 949,884 | -12,672 | -1.3% | -$45.02万 | 减仓 |
| TFI | SPDR SERIES TRUST | $3,406.92万 | 0.07% | 751,415 | 27,175 | 3.8% | $123.21万 | 加仓 |
| IUSV | ISHARES TR | $3,524.71万 | 0.07% | 344,715 | 55,709 | 19.3% | $569.62万 | 加仓 |
| AGG | ISHARES TR | $3,543.63万 | 0.07% | 356,969 | -10,993 | -3.0% | -$109.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,555.19万 | 0.07% | 96,042 | 1,608 | 1.7% | $59.52万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,755.94万 | 0.07% | 977,599 | 191,433 | 24.4% | $735.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,758.24万 | 0.07% | 215,496 | 3,519 | 1.7% | $61.37万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $4,116.51万 | 0.08% | 967,226 | -32,748 | -3.3% | -$139.38万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,149.14万 | 0.08% | 1,221,414 | -70,663 | -5.5% | -$240.04万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,203.59万 | 0.08% | 842,572 | -1,827 | -0.2% | -$9.11万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $4,412.48万 | 0.09% | 889,433 | -25,378 | -2.8% | -$125.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,450.86万 | 0.09% | 226,853 | -10,791 | -4.5% | -$211.72万 | 减仓 |
| AAPL | APPLE INC | $4,629.69万 | 0.09% | 182,422 | 5,648 | 3.2% | $143.34万 | 加仓 |
| IVE | ISHARES TR | $4,812.32万 | 0.09% | 227,910 | -3,490 | -1.5% | -$73.69万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,228.96万 | 0.10% | 648,674 | 8,900 | 1.4% | $71.74万 | 加仓 |
| MUB | ISHARES TR | $6,152.16万 | 0.12% | 579,572 | -20,096 | -3.4% | -$213.32万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,543.22万 | 0.13% | 1,393,658 | -65,360 | -4.5% | -$306.87万 | 减仓 |
| EFAV | ISHARES TR | $7,020.64万 | 0.14% | 768,375 | -28,827 | -3.6% | -$263.39万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,069.75万 | 0.14% | 960,042 | -76,064 | -7.3% | -$560.14万 | 减仓 |
| IWO | ISHARES TR | $7,470.81万 | 0.14% | 238,068 | -16,125 | -6.3% | -$506.02万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $7,603.99万 | 0.15% | 982,681 | 53,389 | 5.7% | $413.12万 | 加仓 |
| IJJ | ISHARES TR | $8,285.62万 | 0.16% | 625,330 | -37,207 | -5.6% | -$492.99万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1.02亿 | 0.20% | 1,197,590 | -56,489 | -4.5% | -$481.00万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1.02亿 | 0.20% | 1,083,473 | -77,057 | -6.6% | -$728.80万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1.06亿 | 0.20% | 1,094,311 | -49,587 | -4.3% | -$479.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.16亿 | 0.22% | 360,452 | -22,141 | -5.8% | -$710.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.21亿 | 0.23% | 3,108,602 | 41,919 | 1.4% | $162.90万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1.21亿 | 0.23% | 1,263,838 | -56,981 | -4.3% | -$546.79万 | 减仓 |
| IJK | ISHARES TR | $1.24亿 | 0.24% | 1,231,346 | -79,304 | -6.1% | -$797.96万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1.26亿 | 0.24% | 5,413,829 | 17,378 | 0.3% | $40.35万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.33亿 | 0.26% | 4,583,359 | -257,767 | -5.3% | -$749.59万 | 减仓 |
| IVV | ISHARES TR | $1.35亿 | 0.26% | 207,322 | -11,418 | -5.2% | -$745.84万 | 减仓 |
| EFA | ISHARES TR | $1.51亿 | 0.29% | 1,549,749 | -94,485 | -5.7% | -$917.73万 | 减仓 |
| TECB | ISHARES TR | $2.19亿 | 0.42% | 3,952,438 | 17,009 | 0.4% | $94.37万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.35亿 | 0.45% | 2,960,848 | -12,066 | -0.4% | -$95.65万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2.81亿 | 0.54% | 5,317,279 | 544,410 | 11.4% | $2,877.21万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2.98亿 | 0.58% | 3,358,966 | -11,780 | -0.3% | -$104.49万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $3.56亿 | 0.69% | 4,236,126 | -1,266,557 | -23.0% | -$1.06亿 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3.87亿 | 0.75% | 5,050,535 | -16,519 | -0.3% | -$126.44万 | 减仓 |
| IEI | ISHARES TR | $5.02亿 | 0.97% | 4,231,532 | -56,381 | -1.3% | -$668.68万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.12亿 | 0.99% | 15,542,282 | -669,081 | -4.1% | -$2,204.62万 | 减仓 |
| IJH | ISHARES TR | $5.33亿 | 1.03% | 7,899,274 | -324,509 | -3.9% | -$2,191.41万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $7.89亿 | 1.53% | 16,822,188 | -178,651 | -1.1% | -$838.05万 | 减仓 |
| IAGG | ISHARES TR | $8.22亿 | 1.59% | 16,419,088 | 332,987 | 2.1% | $1,666.27万 | 加仓 |
| IJR | ISHARES TR | $9.60亿 | 1.86% | 7,720,457 | -101,065 | -1.3% | -$1,256.34万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $9.93亿 | 1.92% | 34,105,277 | 121,045 | 0.4% | $352.60万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $9.99亿 | 1.94% | 20,673,325 | -454,124 | -2.1% | -$2,194.33万 | 减仓 |
| LQD | ISHARES TR | $11.89亿 | 2.30% | 10,913,210 | -139,758 | -1.3% | -$1,523.22万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $12.80亿 | 2.48% | 44,660,515 | 566,244 | 1.3% | $1,622.86万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $12.87亿 | 2.49% | 59,885,676 | -154,757 | -0.3% | -$332.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $13.16亿 | 2.55% | 24,347,658 | -19,961 | -0.1% | -$107.89万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $13.66亿 | 2.65% | 43,613,251 | -65,732 | -0.2% | -$205.94万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $14.38亿 | 2.79% | 54,679,484 | 439,506 | 0.8% | $1,155.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $14.77亿 | 2.86% | 48,427,803 | -2,336,304 | -4.6% | -$7,125.73万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $17.04亿 | 3.30% | 17,402,089 | 114,434 | 0.7% | $1,120.42万 | 加仓 |
| IWD | ISHARES TR | $17.13亿 | 3.32% | 8,019,224 | -398,730 | -4.7% | -$8,519.66万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $17.31亿 | 3.35% | 29,594,305 | -221,429 | -0.7% | -$1,294.87万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $17.60亿 | 3.41% | 56,835,618 | -1,136,116 | -2.0% | -$3,517.42万 | 减仓 |
| XT | ISHARES TR | $22.09亿 | 4.28% | 32,408,021 | -344,249 | -1.1% | -$2,346.03万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $25.50亿 | 4.94% | 55,849,043 | -1,368,150 | -2.4% | -$6,245.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.41亿 | 5.50% | 6,503,155 | 8,481 | 0.1% | $370.44万 | 加仓 |
| IGIB | ISHARES TR | $33.89亿 | 6.56% | 63,675,202 | 505,235 | 0.8% | $2,688.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.76亿 | 7.31% | 152,570,229 | -4,385,050 | -2.8% | -$1.09亿 | 减仓 |
| SPMB | SPDR SERIES TRUST | $42.16亿 | 8.17% | 188,312,251 | -450,485 | -0.2% | -$1,008.64万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $46.06亿 | 8.92% | 81,414,415 | -394,776 | -0.5% | -$2,233.64万 | 减仓 |