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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $2,601.19万 | 0.05% | 275,200 | 53,928 | 24.4% | $509.73万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,639.22万 | 0.05% | 496,188 | -4,821,091 | -90.7% | -$2.56亿 | 减仓 |
| AMZN | AMAZON COM INC | $2,693.24万 | 0.05% | 113,000 | -6,632 | -5.5% | -$158.07万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,785.08万 | 0.05% | 685,305 | 31,493 | 4.8% | $127.99万 | 加仓 |
| IVW | ISHARES TR | $2,915.46万 | 0.05% | 211,987 | -8,716 | -3.9% | -$119.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,043.48万 | 0.05% | 40,755 | -763 | -1.8% | -$56.98万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,085.14万 | 0.05% | 747,913 | 142,358 | 23.5% | $587.23万 | 加仓 |
| SHM | SPDR SERIES TRUST | $3,250.18万 | 0.06% | 677,616 | 9,295 | 1.4% | $44.58万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,319.07万 | 0.06% | 997,018 | 19,419 | 2.0% | $64.65万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,391.27万 | 0.06% | 910,165 | -39,719 | -4.2% | -$147.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,403.90万 | 0.06% | 46,223 | -3,041 | -6.2% | -$223.94万 | 减仓 |
| IEFA | ISHARES TR | $3,448.25万 | 0.06% | 357,035 | -2,558 | -0.7% | -$24.71万 | 减仓 |
| TFI | SPDR SERIES TRUST | $3,507.59万 | 0.06% | 765,849 | 14,434 | 1.9% | $66.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,569.06万 | 0.06% | 95,680 | -362 | -0.4% | -$13.50万 | 减仓 |
| AGG | ISHARES TR | $3,627.30万 | 0.06% | 366,468 | 9,499 | 2.7% | $94.02万 | 加仓 |
| GOOGL | ALPHABET INC | $3,735.15万 | 0.07% | 104,518 | -318 | -0.3% | -$11.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,085.64万 | 0.07% | 204,190 | -11,306 | -5.2% | -$226.22万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,348.28万 | 0.08% | 859,684 | 17,112 | 2.0% | $86.55万 | 加仓 |
| IUSV | ISHARES TR | $4,377.89万 | 0.08% | 397,448 | 52,733 | 15.3% | $580.85万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,462.15万 | 0.08% | 1,211,224 | -10,190 | -0.8% | -$37.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,766.89万 | 0.08% | 218,735 | -8,118 | -3.6% | -$176.92万 | 减仓 |
| IVE | ISHARES TR | $5,116.27万 | 0.09% | 225,327 | -2,583 | -1.1% | -$58.65万 | 减仓 |
| AAPL | APPLE INC | $5,238.31万 | 0.09% | 181,031 | -1,391 | -0.8% | -$40.25万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,783.54万 | 0.10% | 634,091 | -14,583 | -2.2% | -$133.01万 | 减仓 |
| MUB | ISHARES TR | $6,397.72万 | 0.11% | 594,473 | 14,901 | 2.6% | $160.36万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,550.43万 | 0.12% | 1,399,365 | 5,707 | 0.4% | $26.71万 | 加仓 |
| EFAV | ISHARES TR | $6,837.41万 | 0.12% | 779,547 | 11,172 | 1.5% | $97.99万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,095.05万 | 0.13% | 966,497 | 6,455 | 0.7% | $47.39万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $8,348.11万 | 0.15% | 1,080,904 | 98,223 | 10.0% | $758.60万 | 加仓 |
| IWO | ISHARES TR | $8,794.09万 | 0.16% | 223,223 | -14,845 | -6.2% | -$584.83万 | 减仓 |
| IJJ | ISHARES TR | $8,998.80万 | 0.16% | 609,138 | -16,192 | -2.6% | -$239.20万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1.13亿 | 0.20% | 1,038,990 | -44,483 | -4.1% | -$485.35万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1.17亿 | 0.21% | 1,229,181 | 31,591 | 2.6% | $299.64万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $1.27亿 | 0.22% | 1,062,120 | -32,191 | -2.9% | -$383.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.30亿 | 0.23% | 352,010 | -8,442 | -2.3% | -$312.39万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1.31亿 | 0.23% | 5,681,166 | 267,337 | 4.9% | $618.35万 | 加仓 |
| IJK | ISHARES TR | $1.37亿 | 0.24% | 1,169,953 | -61,393 | -5.0% | -$721.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.45亿 | 0.26% | 3,264,547 | 155,945 | 5.0% | $691.77万 | 加仓 |
| IVV | ISHARES TR | $1.49亿 | 0.26% | 199,252 | -8,070 | -3.9% | -$604.35万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.51亿 | 0.27% | 4,190,988 | -392,371 | -8.6% | -$1,417.64万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1.60亿 | 0.28% | 1,427,344 | 163,506 | 12.9% | $1,832.74万 | 加仓 |
| EFA | ISHARES TR | $1.64亿 | 0.29% | 1,576,309 | 26,560 | 1.7% | $275.91万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2.02亿 | 0.36% | 3,892,454 | -12,929,734 | -76.9% | -$6.70亿 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.38亿 | 0.42% | 3,017,285 | 56,437 | 1.9% | $446.02万 | 加仓 |
| TECB | ISHARES TR | $2.56亿 | 0.45% | 3,569,668 | -382,770 | -9.7% | -$2,746.37万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $3.19亿 | 0.57% | 4,222,651 | -13,475 | -0.3% | -$101.74万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $3.24亿 | 0.58% | 3,358,164 | -802 | -0.0% | -$7.73万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4.40亿 | 0.78% | 5,010,116 | -40,419 | -0.8% | -$355.20万 | 减仓 |
| IEI | ISHARES TR | $5.09亿 | 0.90% | 4,330,638 | 99,106 | 2.3% | $1,164.00万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.48亿 | 0.97% | 15,123,069 | -419,213 | -2.7% | -$1,520.07万 | 减仓 |
| IJH | ISHARES TR | $5.99亿 | 1.06% | 7,764,939 | -134,335 | -1.7% | -$1,035.86万 | 减仓 |
| IAGG | ISHARES TR | $8.91亿 | 1.58% | 17,606,618 | 1,187,530 | 7.2% | $6,008.90万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $10.84亿 | 1.93% | 18,804,022 | -1,869,303 | -9.0% | -$1.08亿 | 减仓 |
| IJR | ISHARES TR | $10.94亿 | 1.94% | 7,373,661 | -346,796 | -4.5% | -$5,143.33万 | 减仓 |
| LQD | ISHARES TR | $12.46亿 | 2.21% | 11,419,910 | 506,700 | 4.6% | $5,526.58万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $13.27亿 | 2.36% | 39,212,098 | 5,106,821 | 15.0% | $1.73亿 | 加仓 |
| SPTI | SPDR SERIES TRUST | $13.67亿 | 2.43% | 48,147,629 | 3,487,114 | 7.8% | $9,899.92万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $14.17亿 | 2.52% | 59,841,430 | -44,246 | -0.1% | -$104.77万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $15.12亿 | 2.68% | 41,923,365 | -1,689,886 | -3.9% | -$6,093.73万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $15.48亿 | 2.75% | 59,020,099 | 4,340,615 | 7.9% | $1.14亿 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $16.19亿 | 2.87% | 46,499,260 | -1,928,543 | -4.0% | -$6,713.26万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $19.09亿 | 3.39% | 51,767,947 | -5,067,671 | -8.9% | -$1.87亿 | 减仓 |
| IWD | ISHARES TR | $19.15亿 | 3.40% | 7,898,903 | -120,321 | -1.5% | -$2,916.94万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $19.46亿 | 3.46% | 16,355,720 | -1,046,369 | -6.0% | -$1.25亿 | 减仓 |
| KOMP | SPDR SERIES TRUST | $20.17亿 | 3.58% | 28,216,004 | -1,378,301 | -4.7% | -$9,854.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.72亿 | 3.68% | 34,713,916 | 10,366,258 | 42.6% | $6.19亿 | 加仓 |
| XT | ISHARES TR | $24.35亿 | 4.32% | 29,474,371 | -2,933,650 | -9.1% | -$2.42亿 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $26.21亿 | 4.65% | 52,021,601 | -3,827,442 | -6.9% | -$1.93亿 | 减仓 |
| VUG | VANGUARD INDEX FDS | $33.49亿 | 5.95% | 38,876,521 | -142,409 | -0.4% | -$1,226.71万 | 减仓 |
| IGIB | ISHARES TR | $36.85亿 | 6.54% | 69,309,525 | 5,634,323 | 8.8% | $3.00亿 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $40.91亿 | 7.27% | 147,700,825 | -4,869,404 | -3.2% | -$1.35亿 | 减仓 |
| SPMB | SPDR SERIES TRUST | $43.92亿 | 7.80% | 196,882,687 | 8,570,436 | 4.6% | $1.91亿 | 加仓 |
| SPYV | SPDR SERIES TRUST | $50.42亿 | 8.95% | 82,942,783 | 1,528,368 | 1.9% | $9,290.95万 | 加仓 |