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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $258.49万 | 0.01% | 34,378 | 16,486 | 92.1% | $123.96万 | 加仓 |
| ITOT | ISHARES TR | $255.01万 | 0.00% | 17,904 | 73 | 0.4% | $1.04万 | 加仓 |
| MLRG | ISHARES TR | $252.86万 | 0.00% | 28,139 | -149 | -0.5% | -$1.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $250.63万 | 0.00% | 81,692 | 2,188 | 2.8% | $6.71万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $249.88万 | 0.00% | 20,077 | -1,880 | -8.6% | -$23.40万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $249.49万 | 0.00% | 97,305 | -84,589 | -46.5% | -$216.89万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $249.32万 | 0.00% | 31,536 | 4,657 | 17.3% | $36.82万 | 加仓 |
| LLY | ELI LILLY & CO | $244.03万 | 0.00% | 2,653 | -414 | -13.5% | -$38.08万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $243.80万 | 0.00% | 28,736 | 857 | 3.1% | $7.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $240.30万 | 0.00% | 23,405 | -6,453 | -21.6% | -$66.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $235.77万 | 0.00% | 11,395 | -761 | -6.3% | -$15.75万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $232.39万 | 0.00% | 5,472 | -143 | -2.5% | -$6.07万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $231.98万 | 0.00% | 48,400 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $226.04万 | 0.00% | 66,444 | -2,720 | -3.9% | -$9.25万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $225.01万 | 0.00% | 15,193 | -553 | -3.5% | -$8.19万 | 减仓 |
| GE | GE AEROSPACE | $222.28万 | 0.00% | 7,833 | -646 | -7.6% | -$18.33万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $220.09万 | 0.00% | 60,149 | -243 | -0.4% | -$8,891 | 减仓 |
| DVA | DAVITA INC | $218.74万 | 0.00% | 14,233 | 648 | 4.8% | $9.96万 | 加仓 |
| EEM | ISHARES TR | $215.09万 | 0.00% | 37,874 | -1,202 | -3.1% | -$6.83万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $214.94万 | 0.00% | 12,392 | -637 | -4.9% | -$11.05万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $211.85万 | 0.00% | 44,572 | -311 | -0.7% | -$1.48万 | 减仓 |
| TIP | ISHARES TR | $210.42万 | 0.00% | 19,067 | 60 | 0.3% | $6,622 | 加仓 |
| EFV | ISHARES TR | $209.82万 | 0.00% | 28,220 | 415 | 1.5% | $3.09万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $209.48万 | 0.00% | 35,177 | -2,373 | -6.3% | -$14.13万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $208.83万 | 0.00% | 10,147 | 184 | 1.8% | $3.79万 | 加仓 |
| MGK | VANGUARD WORLD FD | $208.23万 | 0.00% | 5,667 | 1,364 | 31.7% | $50.12万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $207.54万 | 0.00% | 45,318 | -10,190 | -18.4% | -$46.67万 | 减仓 |
| BAC | BANK AMERICA CORP | $207.43万 | 0.00% | 42,549 | -1,799 | -4.1% | -$8.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $204.52万 | 0.00% | 26,523 | -5,264 | -16.6% | -$40.59万 | 减仓 |
| MUNI | PIMCO ETF TR | $202.20万 | 0.00% | 38,743 | 1,074 | 2.9% | $5.61万 | 加仓 |
| QLD | PROSHARES TR | $201.32万 | 0.00% | 33,003 | 169 | 0.5% | $1.03万 | 加仓 |
| IBTK | ISHARES TR | $198.74万 | 0.00% | 100,780 | 4,220 | 4.4% | $8.32万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $195.74万 | 0.00% | 10,622 | 63 | 0.6% | $1.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $195.26万 | 0.00% | 3,908 | -639 | -14.1% | -$31.93万 | 减仓 |
| V | VISA INC | $194.79万 | 0.00% | 6,445 | -618 | -8.7% | -$18.68万 | 减仓 |
| RY | ROYAL BK CDA | $191.65万 | 0.00% | 11,847 | -388 | -3.2% | -$6.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $188.56万 | 0.00% | 13,055 | -99 | -0.8% | -$1.43万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $187.34万 | 0.00% | 22,727 | -92 | -0.4% | -$7,584 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $184.08万 | 0.00% | 37,622 | -9,711 | -20.5% | -$47.52万 | 减仓 |
| — | ISHARES TR | $181.25万 | 0.00% | 49,603 | 3,611 | 7.9% | $13.19万 | 加仓 |
| NOW | SERVICENOW INC | $181.03万 | 0.00% | 17,315 | 434 | 2.6% | $4.54万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $174.76万 | 0.00% | 70,156 | -18,573 | -20.9% | -$46.27万 | 减仓 |
| SUB | ISHARES TR | $173.98万 | 0.00% | 16,336 | -5,779 | -26.1% | -$61.55万 | 减仓 |
| GEV | GE VERNOVA INC | $170.13万 | 0.00% | 1,949 | -506 | -20.6% | -$44.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $168.14万 | 0.00% | 2,782 | 247 | 9.7% | $14.93万 | 加仓 |
| RTX | RTX CORPORATION | $167.28万 | 0.00% | 8,672 | -2,580 | -22.9% | -$49.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $164.97万 | 0.00% | 1,950 | 9 | 0.5% | $7,614 | 加仓 |
| — | ISHARES ETHEREUM TR | $163.65万 | 0.00% | 103,380 | 30,587 | 42.0% | $48.42万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $162.86万 | 0.00% | 26,585 | -1,518 | -5.4% | -$9.30万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $161.95万 | 0.00% | 14,660 | -677 | -4.4% | -$7.48万 | 减仓 |
| DGRO | ISHARES TR | $161.51万 | 0.00% | 23,013 | -416 | -1.8% | -$2.92万 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $160.12万 | 0.00% | 21,331 | -117 | -0.5% | -$8,783 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $157.73万 | 0.00% | 22,933 | -1,490 | -6.1% | -$10.25万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $157.64万 | 0.00% | 33,727 | -2,588 | -7.1% | -$12.10万 | 减仓 |
| SII | SPROTT INC | $155.23万 | 0.00% | 10,863 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $153.32万 | 0.00% | 16,507 | 631 | 4.0% | $5.86万 | 加仓 |
| AMGN | AMGEN INC | $150.38万 | 0.00% | 4,274 | 93 | 2.2% | $3.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $146.00万 | 0.00% | 5,396 | 345 | 6.8% | $9.33万 | 加仓 |
| IAU | ISHARES GOLD TR | $144.52万 | 0.00% | 16,393 | -1,387 | -7.8% | -$12.23万 | 减仓 |
| WFC | WELLS FARGO & CO | $143.94万 | 0.00% | 18,081 | -934 | -4.9% | -$7.44万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $143.56万 | 0.00% | 18,818 | 10,996 | 140.6% | $83.89万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $143.33万 | 0.00% | 8,862 | 6 | 0.1% | $970 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $141.70万 | 0.00% | 27,944 | -3,629 | -11.5% | -$18.40万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $139.81万 | 0.00% | 26,500 | -716 | -2.6% | -$3.78万 | 减仓 |
| IBMO | ISHARES TR | $139.74万 | 0.00% | 54,522 | -4,693 | -7.9% | -$12.03万 | 减仓 |
| IDV | ISHARES TR | $139.28万 | 0.00% | 32,725 | -7,209 | -18.1% | -$30.68万 | 减仓 |
| — | HONEYWELL INTL INC | $139.16万 | 0.00% | 6,157 | -838 | -12.0% | -$18.94万 | 减仓 |
| CAT | CATERPILLAR INC | $135.53万 | 0.00% | 1,913 | -22 | -1.1% | -$1.56万 | 减仓 |
| DON | WISDOMTREE TR | $134.64万 | 0.00% | 25,627 | 292 | 1.2% | $1.53万 | 加仓 |
| INTC | INTEL CORP | $133.66万 | 0.00% | 30,287 | -1,799 | -5.6% | -$7.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $131.84万 | 0.00% | 4,841 | -96 | -1.9% | -$2.61万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $127.88万 | 0.00% | 106,033 | 8,622 | 8.9% | $10.40万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $126.24万 | 0.00% | 12,642 | 7 | 0.1% | $699 | 加仓 |
| NBTB | NBT BANCORP INC | $125.33万 | 0.00% | 29,433 | 29,433 | — | $125.33万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $123.14万 | 0.00% | 7,135 | -12 | -0.2% | -$2,071 | 减仓 |
| SYK | STRYKER CORPORATION | $123.09万 | 0.00% | 3,746 | -9 | -0.2% | -$2,957 | 减仓 |
| MS | MORGAN STANLEY | $123.00万 | 0.00% | 7,474 | -6,568 | -46.8% | -$108.09万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $121.69万 | 0.00% | 23,210 | -1,133 | -4.7% | -$5.94万 | 减仓 |
| ALL | ALLSTATE CORP | $121.69万 | 0.00% | 5,869 | -8,560 | -59.3% | -$177.48万 | 减仓 |
| SBUX | STARBUCKS CORP | $121.60万 | 0.00% | 13,573 | -489 | -3.5% | -$4.38万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $120.48万 | 0.00% | 26,703 | -80 | -0.3% | -$3,610 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $120.26万 | 0.00% | 24,156 | 5,994 | 33.0% | $29.84万 | 加仓 |
| ETN | EATON CORP PLC | $119.99万 | 0.00% | 3,355 | 748 | 28.7% | $26.75万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $119.98万 | 0.00% | 7,175 | -1,941 | -21.3% | -$32.46万 | 减仓 |
| SHY | ISHARES TR | $119.64万 | 0.00% | 14,489 | -10,720 | -42.5% | -$88.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.44万 | 0.00% | 23,792 | -686 | -2.8% | -$3.44万 | 减仓 |
| ORCL | ORACLE CORP | $119.37万 | 0.00% | 8,114 | -9,158 | -53.0% | -$134.72万 | 减仓 |
| IBTL | ISHARES TR | $117.18万 | 0.00% | 57,444 | 890 | 1.6% | $1.82万 | 加仓 |
| UNP | UNION PAC CORP | $113.21万 | 0.00% | 4,666 | 343 | 7.9% | $8.32万 | 加仓 |
| DVY | ISHARES TR | $113.18万 | 0.00% | 7,475 | -43 | -0.6% | -$6,511 | 减仓 |
| SCZ | ISHARES TR | $111.88万 | 0.00% | 14,268 | -68 | -0.5% | -$5,332 | 减仓 |
| QUAL | ISHARES TR | $111.54万 | 0.00% | 5,815 | 502 | 9.4% | $9.63万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $110.55万 | 0.00% | 22,123 | 1,086 | 5.2% | $5.43万 | 加仓 |
| IBMQ | ISHARES TR | $109.37万 | 0.00% | 42,838 | -1,359 | -3.1% | -$3.47万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $108.48万 | 0.00% | 5,077 | 2,640 | 108.3% | $56.41万 | 加仓 |
| APP | APPLOVIN CORP | $107.70万 | 0.00% | 2,706 | -1,472 | -35.2% | -$58.59万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $105.95万 | 0.00% | 3,794 | 23 | 0.6% | $6,423 | 加仓 |
| MTUM | ISHARES TR | $105.86万 | 0.00% | 4,411 | 490 | 12.5% | $11.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $104.46万 | 0.00% | 3,091 | -375 | -10.8% | -$12.67万 | 减仓 |
| EMXC | ISHARES INC | $103.78万 | 0.00% | 13,193 | -1,756 | -11.7% | -$13.81万 | 减仓 |