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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TR | $1,236.77万 | 0.02% | 69,248 | 1,696 | 2.5% | $30.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,233.15万 | 0.02% | 24,644 | -679 | -2.7% | -$33.98万 | 减仓 |
| IWF | ISHARES TR | $1,185.34万 | 0.02% | 95,461 | -10,751 | -10.1% | -$133.50万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,180.95万 | 0.02% | 141,009 | 3,670 | 2.7% | $30.74万 | 加仓 |
| MINT | PIMCO ETF TR | $1,144.11万 | 0.02% | 113,492 | 53,089 | 87.9% | $535.19万 | 加仓 |
| EAGG | ISHARES TR | $1,136.79万 | 0.02% | 239,778 | 9,795 | 4.3% | $46.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $992.75万 | 0.02% | 237,898 | -18,946 | -7.4% | -$79.06万 | 减仓 |
| TSLA | TESLA INC | $965.31万 | 0.02% | 22,951 | -476 | -2.0% | -$20.02万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $959.26万 | 0.02% | 117,068 | 359 | 0.3% | $2.94万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $903.58万 | 0.02% | 74,418 | -5,553 | -6.9% | -$67.42万 | 减仓 |
| IBTG | ISHARES TR | $870.85万 | 0.02% | 380,451 | -15,253 | -3.9% | -$34.91万 | 减仓 |
| SUSB | ISHARES TR | $850.62万 | 0.02% | 340,383 | 12,735 | 3.9% | $31.82万 | 加仓 |
| USSG | DBX ETF TR | $838.93万 | 0.01% | 120,779 | -5,078 | -4.0% | -$35.27万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $838.89万 | 0.01% | 110,192 | -3,964 | -3.5% | -$30.18万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $823.74万 | 0.01% | 11 | -2 | -15.4% | -$149.77万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $822.23万 | 0.01% | 152,208 | 6,032 | 4.1% | $32.58万 | 加仓 |
| IWM | ISHARES TR | $820.77万 | 0.01% | 27,318 | -450 | -1.6% | -$13.52万 | 减仓 |
| ESML | ISHARES TR | $809.70万 | 0.01% | 144,770 | -6,207 | -4.1% | -$34.72万 | 减仓 |
| IJS | ISHARES TR | $796.31万 | 0.01% | 58,261 | -2,256 | -3.7% | -$30.84万 | 减仓 |
| TLT | ISHARES TR | $782.78万 | 0.01% | 90,578 | 43,325 | 91.7% | $374.41万 | 加仓 |
| BWX | SPDR SERIES TRUST | $780.98万 | 0.01% | 360,232 | -13,783 | -3.7% | -$29.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $766.92万 | 0.01% | 40,254 | -2,730 | -6.4% | -$52.01万 | 减仓 |
| IBTH | ISHARES TR | $751.39万 | 0.01% | 335,892 | -6,347 | -1.9% | -$14.20万 | 减仓 |
| VSAT | VIASAT INC | $750.29万 | 0.01% | 83,542 | -29,612 | -26.2% | -$265.95万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $749.72万 | 0.01% | 56,694 | -2,472 | -4.2% | -$32.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $709.82万 | 0.01% | 21,685 | 278 | 1.3% | $9.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $694.52万 | 0.01% | 217,241 | -11,077 | -4.9% | -$35.41万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $688.66万 | 0.01% | 107,185 | -955 | -0.9% | -$6.14万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $686.82万 | 0.01% | 94,176 | -4,021 | -4.1% | -$29.33万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $677.10万 | 0.01% | 233,807 | -1,570 | -0.7% | -$4.55万 | 减仓 |
| IBTI | ISHARES TR | $665.93万 | 0.01% | 300,782 | -5,352 | -1.7% | -$11.85万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $650.12万 | 0.01% | 162,003 | -10,847 | -6.3% | -$43.53万 | 减仓 |
| GNMA | ISHARES TR | $642.11万 | 0.01% | 145,175 | 5,613 | 4.0% | $24.83万 | 加仓 |
| SLQD | ISHARES TR | $639.81万 | 0.01% | 127,022 | 3,248 | 2.6% | $16.36万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $639.54万 | 0.01% | 94,662 | -1,816 | -1.9% | -$12.27万 | 减仓 |
| SUSC | ISHARES TR | $621.93万 | 0.01% | 268,637 | 6,013 | 2.3% | $13.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $620.41万 | 0.01% | 75,065 | -1,908 | -2.5% | -$15.77万 | 减仓 |
| HD | HOME DEPOT INC | $597.04万 | 0.01% | 16,929 | 210 | 1.3% | $7.41万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $596.05万 | 0.01% | 174,666 | -15,689 | -8.2% | -$53.54万 | 减仓 |
| IWB | ISHARES TR | $593.98万 | 0.01% | 14,505 | 197 | 1.4% | $8.07万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $558.65万 | 0.01% | 217,545 | 33,480 | 18.2% | $85.98万 | 加仓 |
| ESGE | ISHARES INC | $524.70万 | 0.01% | 95,940 | -4,177 | -4.2% | -$22.84万 | 减仓 |
| AVGO | BROADCOM INC | $512.62万 | 0.01% | 13,570 | 111 | 0.8% | $4.19万 | 加仓 |
| GOVT | ISHARES TR | $509.29万 | 0.01% | 223,569 | -3,838 | -1.7% | -$8.74万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $504.51万 | 0.01% | 7,173 | -205 | -2.8% | -$14.42万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $497.94万 | 0.01% | 13,616 | -847 | -5.9% | -$30.97万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $491.61万 | 0.01% | 16,050 | -199 | -1.2% | -$6.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $478.92万 | 0.01% | 20,240 | -248 | -1.2% | -$5.87万 | 减仓 |
| IGOV | ISHARES TR | $467.71万 | 0.01% | 113,993 | 1,088 | 1.0% | $4.46万 | 加仓 |
| HACK | AMPLIFY ETF TR | $462.88万 | 0.01% | 44,113 | -5,397 | -10.9% | -$56.63万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $460.28万 | 0.01% | 137,561 | 2,015 | 1.5% | $6.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $459.00万 | 0.01% | 4,907 | -34 | -0.7% | -$3.18万 | 减仓 |
| — | VANECK ETF TRUST | $452.48万 | 0.01% | 187,477 | 10,158 | 5.7% | $24.52万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $444.70万 | 0.01% | 14,678 | -416 | -2.8% | -$12.60万 | 减仓 |
| NFLX | NETFLIX INC. | $442.30万 | 0.01% | 61,946 | -2,116 | -3.3% | -$15.11万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $435.80万 | 0.01% | 9,958 | -82 | -0.8% | -$3.59万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $426.62万 | 0.01% | 7,610 | 2,138 | 39.1% | $119.86万 | 加仓 |
| IUSB | ISHARES TR | $421.90万 | 0.01% | 91,420 | 867 | 1.0% | $4.00万 | 加仓 |
| IWP | ISHARES TR | $417.84万 | 0.01% | 28,539 | -14 | -0.0% | -$2,050 | 减仓 |
| CSCO | CISCO SYS INC | $417.37万 | 0.01% | 35,533 | 733 | 2.1% | $8.61万 | 加仓 |
| IWR | ISHARES TR | $415.07万 | 0.01% | 37,624 | -403 | -1.1% | -$4.45万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $412.94万 | 0.01% | 40,760 | 7,216 | 21.5% | $73.11万 | 加仓 |
| INTC | INTEL CORP | $408.72万 | 0.01% | 29,272 | -1,015 | -3.4% | -$14.17万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $408.69万 | 0.01% | 42,356 | 5,825 | 15.9% | $56.21万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $403.25万 | 0.01% | 83,264 | -10,950 | -11.6% | -$53.03万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $389.84万 | 0.01% | 133,050 | -1,367 | -1.0% | -$4.01万 | 减仓 |
| IBTJ | ISHARES TR | $387.21万 | 0.01% | 178,850 | -5,882 | -3.2% | -$12.73万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $383.61万 | 0.01% | 89,777 | -10,981 | -10.9% | -$46.92万 | 减仓 |
| GLD | SPDR GOLD TR | $381.97万 | 0.01% | 10,369 | -65 | -0.6% | -$2.39万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $381.94万 | 0.01% | 48,791 | -699 | -1.4% | -$5.47万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $381.89万 | 0.01% | 94,974 | -9,955 | -9.5% | -$40.03万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $375.52万 | 0.01% | 71,230 | 71,230 | — | $375.52万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $375.43万 | 0.01% | 32,179 | 251 | 0.8% | $2.93万 | 加仓 |
| — | SCHWAB STRATEGIC TR | $375.06万 | 0.01% | 53,618 | -10,497 | -16.4% | -$73.43万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $371.06万 | 0.01% | 11,196 | -104 | -0.9% | -$3.45万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $361.60万 | 0.01% | 5,862 | -1,937 | -24.8% | -$119.48万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $360.73万 | 0.01% | 13,801 | -231 | -1.6% | -$6.04万 | 减仓 |
| — | EXXON MOBIL CORP | $357.46万 | 0.01% | 26,145 | 333 | 1.3% | $4.55万 | 加仓 |
| IWS | ISHARES TR | $355.42万 | 0.01% | 21,593 | 39 | 0.2% | $6,419 | 加仓 |
| VGT | VANGUARD WORLD FD | $353.41万 | 0.01% | 29,569 | -35,927 | -54.9% | -$429.40万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $328.05万 | 0.01% | 64,871 | -5,475 | -7.8% | -$27.69万 | 减仓 |
| LLY | ELI LILLY & CO | $323.83万 | 0.01% | 2,700 | 47 | 1.8% | $5.64万 | 加仓 |
| WMT | WALMART INC | $319.29万 | 0.01% | 28,191 | 2,608 | 10.2% | $29.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $318.08万 | 0.01% | 6,476 | -66 | -1.0% | -$3.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $312.52万 | 0.01% | 12,305 | 275 | 2.3% | $6.98万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $312.01万 | 0.01% | 49,818 | -4,531 | -8.3% | -$28.38万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $311.45万 | 0.01% | 34,916 | 6,180 | 21.5% | $55.13万 | 加仓 |
| MLRG | ISHARES TR | $309.28万 | 0.01% | 29,839 | 1,700 | 6.0% | $17.62万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $307.37万 | 0.01% | 64,425 | -3,894 | -5.7% | -$18.58万 | 减仓 |
| IWV | ISHARES TR | $305.60万 | 0.01% | 7,167 | -93 | -1.3% | -$3.97万 | 减仓 |
| QLD | PROSHARES TR | $305.41万 | 0.01% | 31,564 | -1,439 | -4.4% | -$13.92万 | 减仓 |
| GE | GE AEROSPACE | $303.36万 | 0.01% | 8,117 | 284 | 3.6% | $10.61万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $301.85万 | 0.01% | 18,111 | 5,719 | 46.2% | $95.32万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $297.57万 | 0.01% | 13,287 | -1,061 | -7.4% | -$23.76万 | 减仓 |
| DVA | DAVITA INC | $297.42万 | 0.01% | 13,368 | -865 | -6.1% | -$19.25万 | 减仓 |
| EFG | ISHARES TR | $297.08万 | 0.01% | 23,877 | 558 | 2.4% | $6.94万 | 加仓 |
| ILCG | ISHARES TR | $296.37万 | 0.01% | 25,326 | -1,964 | -7.2% | -$22.98万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $294.54万 | 0.01% | 100,082 | 2,777 | 2.9% | $8.17万 | 加仓 |
| ITOT | ISHARES TR | $294.42万 | 0.01% | 17,923 | 19 | 0.1% | $3,121 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $292.74万 | 0.01% | 10,410 | -575 | -5.2% | -$16.17万 | 减仓 |