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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $103.44万 | 0.00% | 6,772 | 98 | 1.5% | $1.50万 | 加仓 |
| IBMP | ISHARES TR | $102.85万 | 0.00% | 40,429 | -1,438 | -3.4% | -$3.66万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $102.16万 | 0.00% | 9,215 | 309 | 3.5% | $3.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $101.53万 | 0.00% | 14,086 | -4,962 | -26.0% | -$35.77万 | 减仓 |
| VFH | VANGUARD WORLD FD | $101.12万 | 0.00% | 8,370 | -984 | -10.5% | -$11.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $100.43万 | 0.00% | 20,342 | 416 | 2.1% | $2.05万 | 加仓 |
| MRK | MERCK & CO INC | $100.38万 | 0.00% | 8,345 | -115 | -1.4% | -$1.38万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $99.80万 | 0.00% | 7,215 | -437 | -5.7% | -$6.04万 | 减仓 |
| KO | COCA COLA CO | $97.65万 | 0.00% | 12,840 | -326 | -2.5% | -$2.48万 | 减仓 |
| SON | SONOCO PRODS CO | $97.00万 | 0.00% | 17,934 | -7,201 | -28.6% | -$38.95万 | 减仓 |
| OVV | OVINTIV INC | $96.52万 | 0.00% | 16,260 | -2,602 | -13.8% | -$15.45万 | 减仓 |
| CLPT | CLEARPOINT NEURO INC | $95.58万 | 0.00% | 105,033 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $95.20万 | 0.00% | 14,658 | -20,311 | -58.1% | -$131.92万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $94.37万 | 0.00% | 42,855 | 2,320 | 5.7% | $5.11万 | 加仓 |
| VIS | VANGUARD WORLD FD | $94.04万 | 0.00% | 3,012 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $93.49万 | 0.00% | 11,450 | -395 | -3.3% | -$3.23万 | 减仓 |
| ACWI | ISHARES TR | $93.22万 | 0.00% | 6,737 | -3,352 | -33.2% | -$46.38万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $89.97万 | 0.00% | 17,648 | 17,648 | — | $89.97万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $89.38万 | 0.00% | 4,393 | -852 | -16.2% | -$17.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $89.14万 | 0.00% | 6,753 | -398 | -5.6% | -$5.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $88.18万 | 0.00% | 2,580 | -293 | -10.2% | -$10.01万 | 减仓 |
| SYM | SYMBOTIC INC | $86.02万 | 0.00% | 16,170 | 154 | 1.0% | $8,193 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $85.85万 | 0.00% | 6,861 | 174 | 2.6% | $2.18万 | 加仓 |
| GM | GENERAL MTRS CO | $85.06万 | 0.00% | 11,418 | 11,418 | — | $85.06万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $84.17万 | 0.00% | 7,723 | 676 | 9.6% | $7.37万 | 加仓 |
| T | AT&T INC | $84.13万 | 0.00% | 29,020 | -959 | -3.2% | -$2.78万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $83.17万 | 0.00% | 10,145 | 68 | 0.7% | $5,575 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $81.95万 | 0.00% | 45,706 | -4,470 | -8.9% | -$8.01万 | 减仓 |
| CRM | SALESFORCE INC | $80.29万 | 0.00% | 4,301 | -899 | -17.3% | -$16.78万 | 减仓 |
| DEM | WISDOMTREE TR | $80.18万 | 0.00% | 16,136 | 53 | 0.3% | $2,634 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $78.77万 | 0.00% | 5,373 | -152 | -2.8% | -$2.23万 | 减仓 |
| IYW | ISHARES TR | $78.21万 | 0.00% | 4,311 | -10 | -0.2% | -$1,814 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $78.10万 | 0.00% | 23,195 | 527 | 2.3% | $1.77万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $77.60万 | 0.00% | 27,030 | -3,883 | -12.6% | -$11.15万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $77.40万 | 0.00% | 14,496 | -162 | -1.1% | -$8,650 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $76.83万 | 0.00% | 6,965 | 273 | 4.1% | $3.01万 | 加仓 |
| CI | THE CIGNA GROUP | $76.48万 | 0.00% | 2,867 | -71 | -2.4% | -$1.89万 | 减仓 |
| LOW | LOWES COS INC | $76.08万 | 0.00% | 3,220 | -156 | -4.6% | -$3.69万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $76.04万 | 0.00% | 3,320 | -395 | -10.6% | -$9.05万 | 减仓 |
| DE | DEERE & CO | $75.82万 | 0.00% | 1,346 | -413 | -23.5% | -$23.26万 | 减仓 |
| VDE | VANGUARD WORLD FD | $75.77万 | 0.00% | 4,379 | -564 | -11.4% | -$9.76万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $73.78万 | 0.00% | 5,481 | -80 | -1.4% | -$1.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $73.59万 | 0.00% | 4,451 | 1,277 | 40.2% | $21.11万 | 加仓 |
| VALQ | AMERICAN CENTY ETF TR | $72.76万 | 0.00% | 11,190 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $72.03万 | 0.00% | 10,570 | 10,570 | — | $72.03万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $71.52万 | 0.00% | 6,520 | 296 | 4.8% | $3.25万 | 加仓 |
| GGG | GRACO INC | $71.51万 | 0.00% | 8,447 | 214 | 2.6% | $1.81万 | 加仓 |
| ADBE | ADOBE INC | $70.98万 | 0.00% | 2,920 | 33 | 1.1% | $8,022 | 加仓 |
| ADI | ANALOG DEVICES INC | $69.58万 | 0.00% | 2,187 | -18 | -0.8% | -$5,727 | 减仓 |
| EBAY | EBAY INC. | $69.13万 | 0.00% | 7,595 | -521 | -6.4% | -$4.74万 | 减仓 |
| ARTY | ISHARES TR | $68.58万 | 0.00% | 14,739 | -12 | -0.1% | -$558 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $68.10万 | 0.00% | 9,369 | -595 | -6.0% | -$4.33万 | 减仓 |
| AMCR | AMCOR PLC | $67.59万 | 0.00% | 17,005 | 17,005 | — | $67.59万 | 新建仓 |
| DDWM | WISDOMTREE TR | $67.22万 | 0.00% | 15,239 | 1,581 | 11.6% | $6.97万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $66.17万 | 0.00% | 3,627 | -3,362 | -48.1% | -$61.33万 | 减仓 |
| MCD | MCDONALDS CORP | $65.20万 | 0.00% | 2,098 | -321 | -13.3% | -$9.98万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.08万 | 0.00% | 1,405 | 27 | 2.0% | $1.25万 | 加仓 |
| VOX | VANGUARD WORLD FD | $64.54万 | 0.00% | 3,589 | 10 | 0.3% | $1,798 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $63.82万 | 0.00% | 14,497 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $63.68万 | 0.00% | 2,559 | 16 | 0.6% | $3,981 | 加仓 |
| IDEV | ISHARES TR | $63.48万 | 0.00% | 7,596 | 349 | 4.8% | $2.92万 | 加仓 |
| IQLT | ISHARES TR | $63.10万 | 0.00% | 13,649 | -143 | -1.0% | -$6,611 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $62.66万 | 0.00% | 3,265 | 539 | 19.8% | $10.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $62.07万 | 0.00% | 3,782 | 3,782 | — | $62.07万 | 新建仓 |
| TJX | TJX COS INC NEW | $61.69万 | 0.00% | 3,863 | -108 | -2.7% | -$1.72万 | 减仓 |
| DIS | DISNEY WALT CO | $61.20万 | 0.00% | 6,350 | -3,330 | -34.4% | -$32.09万 | 减仓 |
| IBTM | ISHARES TR | $61.13万 | 0.00% | 26,658 | 691 | 2.7% | $1.58万 | 加仓 |
| FIX | COMFORT SYS USA INC | $60.26万 | 0.00% | 437 | 6 | 1.4% | $8,274 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $59.32万 | 0.00% | 4,359 | -11 | -0.3% | -$1,497 | 减仓 |
| OEF | ISHARES TR | $58.52万 | 0.00% | 1,840 | -305 | -14.2% | -$9.70万 | 减仓 |
| IUSG | ISHARES TR | $58.07万 | 0.00% | 3,744 | 220 | 6.2% | $3.41万 | 加仓 |
| ILCV | ISHARES TR | $58.00万 | 0.00% | 6,227 | -592 | -8.7% | -$5.51万 | 减仓 |
| KKR | KKR & CO INC | $57.56万 | 0.00% | 6,223 | -1,715 | -21.6% | -$15.86万 | 减仓 |
| PEP | PEPSICO INC | $57.13万 | 0.00% | 3,679 | -271 | -6.9% | -$4.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $57.02万 | 0.00% | 1,885 | -325 | -14.7% | -$9.83万 | 减仓 |
| FUL | FULLER H B CO | $56.29万 | 0.00% | 9,126 | 901 | 11.0% | $5.56万 | 加仓 |
| PULS | PGIM ETF TR | $55.76万 | 0.00% | 11,264 | -11 | -0.1% | -$544 | 减仓 |
| TRN | TRINITY INDS INC | $55.57万 | 0.00% | 17,268 | -130 | -0.7% | -$4,183 | 减仓 |
| PFE | PFIZER INC | $55.39万 | 0.00% | 19,727 | 3,522 | 21.7% | $9.89万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $54.67万 | 0.00% | 6,414 | 134 | 2.1% | $1.14万 | 加仓 |
| C | CITIGROUP INC | $52.87万 | 0.00% | 4,662 | -145 | -3.0% | -$1.64万 | 减仓 |
| MMM | 3M CO | $52.75万 | 0.00% | 3,632 | -1,656 | -31.3% | -$24.05万 | 减仓 |
| COWZ | PACER FDS TR | $52.23万 | 0.00% | 8,349 | 331 | 4.1% | $2.07万 | 加仓 |
| CVS | CVS HEALTH CORP | $52.16万 | 0.00% | 7,263 | -1,495 | -17.1% | -$10.74万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $51.89万 | 0.00% | 1,512 | -42 | -2.7% | -$1.44万 | 减仓 |
| F | FORD MTR CO | $51.79万 | 0.00% | 44,877 | 13,107 | 41.3% | $15.13万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $50.96万 | 0.00% | 15,661 | 46 | 0.3% | $1,497 | 加仓 |
| DAL | DELTA AIR LINES INC | $50.70万 | 0.00% | 7,627 | 2,773 | 57.1% | $18.43万 | 重新持有 |
| QCOM | QUALCOMM INC | $50.62万 | 0.00% | 3,931 | -3,187 | -44.8% | -$41.04万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $50.35万 | 0.00% | 11,124 | 127 | 1.2% | $5,748 | 加仓 |
| GILD | GILEAD SCIENCES INC | $50.28万 | 0.00% | 3,608 | 287 | 8.6% | $4.00万 | 加仓 |
| FDX | FEDEX CORP | $49.83万 | 0.00% | 1,399 | -190 | -12.0% | -$6.77万 | 减仓 |
| YUM | YUM BRANDS INC | $49.63万 | 0.00% | 3,192 | -180 | -5.3% | -$2.80万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $48.95万 | 0.00% | 17,576 | 2,854 | 19.4% | $7.95万 | 加仓 |
| TMUS | T-MOBILE US INC | $48.56万 | 0.00% | 2,312 | 54 | 2.4% | $1.13万 | 加仓 |
| VCR | VANGUARD WORLD FD | $48.11万 | 0.00% | 1,340 | 10 | 0.8% | $3,590 | 加仓 |
| VLUE | ISHARES TR | $48.10万 | 0.00% | 3,383 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $47.88万 | 0.00% | 1,615 | -11 | -0.7% | -$3,261 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $47.87万 | 0.00% | 3,540 | -116 | -3.2% | -$1.57万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $47.09万 | 0.00% | 19,402 | -3,586 | -15.6% | -$8.70万 | 减仓 |