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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $1,031.42万 | 0.02% | 137,339 | -143 | -0.1% | -$1.07万 | 减仓 |
| IJT | ISHARES TR | $977.54万 | 0.02% | 67,552 | -1,320 | -1.9% | -$19.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $944.16万 | 0.02% | 256,844 | -4,578 | -1.8% | -$16.83万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $906.76万 | 0.02% | 395,704 | -882 | -0.2% | -$2.02万 | 减仓 |
| TSLA | TESLA INC | $870.91万 | 0.02% | 23,427 | -2,406 | -9.3% | -$89.44万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $827.58万 | 0.02% | 116,709 | -3,615 | -3.0% | -$25.63万 | 减仓 |
| SUSB | ISHARES TR | $821.25万 | 0.02% | 327,648 | -9,776 | -2.9% | -$24.50万 | 减仓 |
| BWX | SPDR SERIES TRUST | $820.96万 | 0.02% | 374,015 | -23,080 | -5.8% | -$50.66万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $801.07万 | 0.02% | 79,971 | -12,014 | -13.1% | -$120.34万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $771.52万 | 0.01% | 146,176 | -4,257 | -2.8% | -$22.47万 | 减仓 |
| IBTH | ISHARES TR | $767.64万 | 0.01% | 342,239 | 2,042 | 0.6% | $4.58万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $765.55万 | 0.01% | 228,318 | -8,597 | -3.6% | -$28.83万 | 减仓 |
| USSG | DBX ETF TR | $751.12万 | 0.01% | 125,857 | 5,367 | 4.5% | $32.03万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $730.83万 | 0.01% | 114,156 | 3,625 | 3.3% | $23.21万 | 加仓 |
| IJS | ISHARES TR | $716.82万 | 0.01% | 60,517 | -2,682 | -4.2% | -$31.77万 | 减仓 |
| ESML | ISHARES TR | $709.89万 | 0.01% | 150,977 | -861 | -0.6% | -$4.05万 | 减仓 |
| IWM | ISHARES TR | $688.65万 | 0.01% | 27,768 | -1,292 | -4.4% | -$32.04万 | 减仓 |
| IBTI | ISHARES TR | $682.16万 | 0.01% | 306,134 | 7,307 | 2.4% | $16.28万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $681.72万 | 0.01% | 172,850 | -17,540 | -9.2% | -$69.18万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $664.26万 | 0.01% | 59,166 | 3,127 | 5.6% | $35.11万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $636.95万 | 0.01% | 76,973 | -20,366 | -20.9% | -$168.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $629.70万 | 0.01% | 21,407 | -944 | -4.2% | -$27.77万 | 减仓 |
| SLQD | ISHARES TR | $624.93万 | 0.01% | 123,774 | -11,466 | -8.5% | -$57.89万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $624.66万 | 0.01% | 108,140 | -32,175 | -22.9% | -$185.86万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $619.43万 | 0.01% | 98,197 | 3,723 | 3.9% | $23.48万 | 加仓 |
| GNMA | ISHARES TR | $618.68万 | 0.01% | 139,562 | -10,535 | -7.0% | -$46.70万 | 减仓 |
| NFLX | NETFLIX INC. | $615.96万 | 0.01% | 64,062 | 7,443 | 13.1% | $71.56万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $613.32万 | 0.01% | 190,355 | -10,879 | -5.4% | -$35.05万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $611.92万 | 0.01% | 55,039 | -51 | -0.1% | -$5,670 | 减仓 |
| SUSC | ISHARES TR | $607.65万 | 0.01% | 262,624 | -55,234 | -17.4% | -$127.80万 | 减仓 |
| MINT | PIMCO ETF TR | $607.47万 | 0.01% | 60,403 | 12,000 | 24.8% | $120.68万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $590.80万 | 0.01% | 235,377 | 1,819 | 0.8% | $4.57万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $571.34万 | 0.01% | 96,478 | -2,779 | -2.8% | -$16.46万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $571.26万 | 0.01% | 42,984 | -1,732 | -3.9% | -$23.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $571.22万 | 0.01% | 8,187 | 4,046 | 97.7% | $282.30万 | 加仓 |
| TLH | ISHARES TR | $550.78万 | 0.01% | 54,684 | -47,755 | -46.6% | -$480.99万 | 减仓 |
| HD | HOME DEPOT INC | $549.89万 | 0.01% | 16,719 | -358 | -2.1% | -$11.77万 | 减仓 |
| GOVT | ISHARES TR | $520.99万 | 0.01% | 227,407 | -68,577 | -23.2% | -$157.11万 | 减仓 |
| VSAT | VIASAT INC | $518.25万 | 0.01% | 113,154 | -9,823 | -8.0% | -$44.99万 | 减仓 |
| IWB | ISHARES TR | $510.17万 | 0.01% | 14,308 | -804 | -5.3% | -$28.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $492.29万 | 0.01% | 4,941 | 241 | 5.1% | $24.01万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $478.75万 | 0.01% | 184,065 | 18,622 | 11.3% | $48.44万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $476.46万 | 0.01% | 10,040 | -997 | -9.0% | -$47.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $467.04万 | 0.01% | 31,928 | -838 | -2.6% | -$12.26万 | 减仓 |
| IGOV | ISHARES TR | $463.59万 | 0.01% | 112,905 | -10,808 | -8.7% | -$44.38万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $457.67万 | 0.01% | 172,186 | -90,407 | -34.4% | -$240.30万 | 减仓 |
| ESGE | ISHARES INC | $455.23万 | 0.01% | 100,117 | 100,117 | — | $455.23万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $455.05万 | 0.01% | 7,378 | -935 | -11.2% | -$57.67万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $454.62万 | 0.01% | 135,546 | -11,720 | -8.0% | -$39.31万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $452.70万 | 0.01% | 94,214 | -10,935 | -10.4% | -$52.54万 | 减仓 |
| GLD | SPDR GOLD TR | $448.96万 | 0.01% | 10,434 | -405 | -3.7% | -$17.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $440.61万 | 0.01% | 20,488 | -714 | -3.4% | -$15.36万 | 减仓 |
| — | EXXON MOBIL CORP | $437.92万 | 0.01% | 25,812 | 2,283 | 9.7% | $38.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $437.14万 | 0.01% | 14,463 | -504 | -3.4% | -$15.23万 | 减仓 |
| — | VANECK ETF TRUST | $424.84万 | 0.01% | 177,319 | 21,945 | 14.1% | $52.58万 | 加仓 |
| IUSB | ISHARES TR | $418.26万 | 0.01% | 90,553 | -9,559 | -9.5% | -$44.15万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $418.17万 | 0.01% | 16,249 | 580 | 3.7% | $14.93万 | 加仓 |
| AVGO | BROADCOM INC | $416.58万 | 0.01% | 13,459 | 200 | 1.5% | $6.19万 | 加仓 |
| TLT | ISHARES TR | $409.64万 | 0.01% | 47,253 | 845 | 1.8% | $7.33万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $407.92万 | 0.01% | 14,032 | -56 | -0.4% | -$1.63万 | 减仓 |
| IBTJ | ISHARES TR | $403.51万 | 0.01% | 184,732 | 14,962 | 8.8% | $32.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $385.75万 | 0.01% | 53,730 | -1,795 | -3.2% | -$12.89万 | 减仓 |
| BOTZ | GLOBAL X FDS | $379.30万 | 0.01% | 114,178 | -16,791 | -12.8% | -$55.78万 | 减仓 |
| HACK | AMPLIFY ETF TR | $371.77万 | 0.01% | 49,510 | 58 | 0.1% | $4,355 | 加仓 |
| IWR | ISHARES TR | $369.73万 | 0.01% | 38,027 | -1,206 | -3.1% | -$11.73万 | 减仓 |
| IWP | ISHARES TR | $365.82万 | 0.01% | 28,553 | -527 | -1.8% | -$6.75万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $361.72万 | 0.01% | 134,417 | 1,655 | 1.2% | $4.45万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $358.66万 | 0.01% | 15,094 | -2,186 | -12.7% | -$51.94万 | 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 |
| DFAE | DIMENSIONAL ETF TRUST | $355.29万 | 0.01% | 104,929 | -1,956 | -1.8% | -$6.62万 | 减仓 |
| MDU | MDU RES GROUP INC | $340.15万 | 0.01% | 164,167 | 115,348 | 236.3% | $239.00万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $339.26万 | 0.01% | 33,544 | 200 | 0.6% | $2.02万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $334.75万 | 0.01% | 49,490 | -7,584 | -13.3% | -$51.30万 | 减仓 |
| — | SCHWAB STRATEGIC TR | $333.27万 | 0.01% | 64,115 | 5,533 | 9.4% | $28.76万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $330.28万 | 0.01% | 100,758 | 7,232 | 7.7% | $23.71万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $324.96万 | 0.01% | 11,300 | -1,640 | -12.7% | -$47.16万 | 减仓 |
| WMT | WALMART INC | $317.94万 | 0.01% | 25,583 | 627 | 2.5% | $7.79万 | 加仓 |
| IWS | ISHARES TR | $314.13万 | 0.01% | 21,554 | -11 | -0.1% | -$1,603 | 减仓 |
| SPYD | SPDR SERIES TRUST | $310.99万 | 0.01% | 68,319 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $307.39万 | 0.01% | 7,799 | -2,033 | -20.7% | -$80.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $294.57万 | 0.01% | 5,993 | -169 | -2.7% | -$8.31万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $294.37万 | 0.01% | 36,531 | -376 | -1.0% | -$3.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $294.06万 | 0.01% | 12,030 | 578 | 5.0% | $14.13万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $291.53万 | 0.01% | 14,348 | -1,359 | -8.7% | -$27.61万 | 减仓 |
| — | AMPLIFY ETF TR | $286.66万 | 0.01% | 66,977 | 4,065 | 6.5% | $17.40万 | 加仓 |
| IWF | ISHARES TR | $283.06万 | 0.01% | 26,553 | -3,332 | -11.1% | -$35.52万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $280.36万 | 0.01% | 12,905 | -608 | -4.5% | -$13.21万 | 减仓 |
| OTTR | OTTER TAIL CORP | $280.20万 | 0.01% | 31,924 | 1,334 | 4.4% | $11.71万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $272.63万 | 0.01% | 6,542 | -17 | -0.3% | -$7,085 | 减仓 |
| BLOK | AMPLIFY ETF TR | $270.71万 | 0.01% | 54,349 | -369 | -0.7% | -$1.84万 | 减仓 |
| CSCO | CISCO SYS INC | $270.01万 | 0.01% | 34,800 | 2,897 | 9.1% | $22.48万 | 加仓 |
| IWV | ISHARES TR | $269.11万 | 0.01% | 7,260 | -206 | -2.8% | -$7.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $266.26万 | 0.01% | 10,985 | -489 | -4.3% | -$11.85万 | 减仓 |
| NBBK | NB BANCORP INC | $264.90万 | 0.01% | 125,723 | 8,016 | 6.8% | $16.89万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $263.40万 | 0.01% | 5,432 | -18 | -0.3% | -$8,728 | 减仓 |
| ILCG | ISHARES TR | $260.56万 | 0.01% | 27,290 | 10,789 | 65.4% | $103.01万 | 加仓 |
| EFG | ISHARES TR | $259.70万 | 0.01% | 23,319 | -169 | -0.7% | -$1.88万 | 减仓 |
| SDY | SPDR SERIES TRUST | $259.41万 | 0.01% | 17,775 | 843 | 5.0% | $12.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $258.92万 | 0.01% | 100,550 | -9,554 | -8.7% | -$24.60万 | 减仓 |