13F 机构持仓

Financial Engines Advisors L.L.C.

SANTA CLARA CA · SEC CIK 0001420473

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$563.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYV 8.9%
SPMB 8.2%
SCHF 7.3%
IGIB 6.6%
VUG 5.5%
SPDW 4.9%
XT 4.3%
SCHM 3.4%
KOMP 3.4%
IWD 3.3%

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
SHOP SHOPIFY INC $23.07万0.00%1,945 -1,145-37.1% -$13.58万 减仓
VLO VALERO ENERGY CORP $22.90万0.00%927 -521-36.0% -$12.87万 减仓
XBI SPDR SERIES TRUST $22.85万0.00%1,789 -2-0.1% -$255 减仓
ITA ISHARES TR $22.82万0.00%1,043 1,043— $22.82万 新建仓
ZTS ZOETIS INC $22.48万0.00%1,902 -52-2.7% -$6,147 减仓
DYNF BLACKROCK ETF TRUST $22.19万0.00%3,814 3,814— $22.19万 新建仓
ASTE ASTEC INDS INC $21.82万0.00%4,052 4,052— $21.82万 新建仓
FLR FLUOR CORP $21.79万0.00%4,670 4,670— $21.79万 新建仓
MDT MEDTRONIC PLC $21.78万0.00%2,513 -215-7.9% -$1.86万 减仓
RPG INVESCO EXCHANGE TRADED FD T $21.45万0.00%4,589 4,589— $21.45万 新建仓
GLDM WORLD GOLD TR $21.18万0.00%2,285 2,285— $21.18万 新建仓
WMB WILLIAMS COS INC $21.13万0.00%2,903 -1,036-26.3% -$7.54万 减仓
SCHI SCHWAB STRATEGIC TR $20.59万0.00%9,077 -348-3.7% -$7,893 减仓
SFY TIDAL TRUST I $20.51万0.00%1,643 -74-4.3% -$9,237 减仓
SO SOUTHERN CO $20.39万0.00%2,113 -1,295-38.0% -$12.50万 减仓
CRWV COREWEAVE INC $20.29万0.00%2,619 1,07769.8% $8.34万 重新持有
ISTB ISHARES TR $20.17万0.00%4,162 4,162— $20.17万 新建仓
IEF ISHARES TR $20.17万0.00%2,113 -473-18.3% -$4.51万 减仓
DHR DANAHER CORP DEL $20.14万0.00%1,062 -352-24.9% -$6.67万 减仓
SHEL SHELL PLC $20.06万0.00%2,157 2,157— $20.06万 新建仓
IOO ISHARES TR $20.01万0.00%1,654 00.0% — 不变
ADTN ADTRAN HOLDINGS INC $18.26万0.00%14,518 2,31819.0% $2.92万 重新持有
RKT ROCKET COS INC $17.45万0.00%12,247 -16-0.1% -$228 减仓
NVG NUVEEN AMT FREE MUN CR INC F $13.80万0.00%11,196 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $10.47万0.00%10,998 00.0% — 不变
— INVESCO ADVANTAGE MUN INCOME $9.28万0.00%10,715 00.0% — 不变
— SAN JUAN BASIN RTY TR $7.47万0.00%15,534 00.0% — 不变
— SLEEP NUMBER CORP $2.52万0.00%14,041 -3,000-17.6% -$5,385 减仓
— SOLITARIO RESOURCES CORP $1.57万0.00%19,100 00.0% — 不变
FATE FATE THERAPEUTICS INC $1.32万0.00%10,992 10,992— $1.32万 新建仓
CTMX CYTOMX THERAPEUTICS INC $00.00%0 -3,828,717-100.0% -$1,631.03万 清仓
— AMCOR PLC $00.00%0 -17,432-100.0% -$363.45万 清仓
FAST FASTENAL CO $00.00%0 -42,103-100.0% -$168.96万 清仓
EVRG EVERGY INC $00.00%0 -22,635-100.0% -$164.08万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 —— — 申报中断
SJNK SPDR SERIES TRUST $00.00%0 -20,862-100.0% -$52.82万 清仓
XEL XCEL ENERGY INC $00.00%0 -6,127-100.0% -$45.25万 清仓
HL HECLA MNG CO $00.00%0 -17,131-100.0% -$32.87万 清仓
IWN ISHARES TR $00.00%0 —— — 申报中断
BTC GRAYSCALE BITCOIN MINI TR $00.00%0 -8,146-100.0% -$31.55万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -1,351-100.0% -$27.70万 清仓
DFCF DIMENSIONAL ETF TRUST $00.00%0 -6,307-100.0% -$26.84万 清仓
BLK BLACKROCK INC $00.00%0 -250-100.0% -$26.76万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -468-100.0% -$26.51万 清仓
SAP SAP SE $00.00%0 -1,087-100.0% -$26.40万 清仓
PAYX PAYCHEX INC $00.00%0 -2,277-100.0% -$25.54万 清仓
IDXX IDEXX LABS INC $00.00%0 -375-100.0% -$25.37万 清仓
FMB FIRST TR EXCH TRADED FD III $00.00%0 -4,877-100.0% -$24.94万 清仓
HUBB HUBBELL INC $00.00%0 -559-100.0% -$24.83万 清仓
BBRE J P MORGAN EXCHANGE TRADED $00.00%0 —— — 申报中断
AFL AFLAC INC $00.00%0 —— — 申报中断
FBIN FORTUNE BRANDS INNOVATIONS $00.00%0 -4,554-100.0% -$22.78万 清仓
ARKK ARK ETF TR $00.00%0 -2,931-100.0% -$22.55万 清仓
FTEC FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
AD ARRAY DIGITAL $00.00%0 -4,138-100.0% -$22.19万 清仓
HDV ISHARES TR $00.00%0 —— — 申报中断
PYPL PAYPAL HLDGS INC $00.00%0 -3,693-100.0% -$21.56万 清仓
VOYA VOYA FINANCIAL INC $00.00%0 -2,838-100.0% -$21.14万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -1,844-100.0% -$20.82万 清仓
UBS UBS GROUP AG $00.00%0 —— — 申报中断
EW EDWARDS LIFESCIENCES CORP $00.00%0 -2,411-100.0% -$20.55万 清仓
CTSH COGNIZANT TECHNOLOGY $00.00%0 -2,467-100.0% -$20.48万 清仓
URTH ISHARES INC $00.00%0 —— — 申报中断
ET ENERGY TRANSFER L P $00.00%0 -10,362-100.0% -$17.09万 清仓
PGX INVESCO EXCH TRADED FD TR $00.00%0 -14,178-100.0% -$15.94万 清仓
— HORIZON TECHNOLOGY FIN CORP $00.00%0 -21,604-100.0% -$13.93万 清仓
EXK ENDEAVOUR SILVER CORP $00.00%0 -14,620-100.0% -$13.74万 清仓
DC DAKOTA GOLD CORP $00.00%0 -10,000-100.0% -$5.68万 清仓