13F 机构持仓

Envestnet Portfolio Solutions, Inc.

BERWYN PA · SEC CIK 0001998033

2026Q22026Q1 更早 9 个季度 🔒
$180.69亿2026Q1 申报市值
1,286持仓数
34.8%前十大占比 · 第一大 6.5%
61 / 221新建仓 / 清仓
申报市值走势$208.66亿2026Q2
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

IWY 6.5%
APUE 5.5%
IVV 4.4%
IWX 3.2%
IUSB 3.2%
IVE 2.5%
APCB 2.5%
APIE 2.4%
IVW 2.3%
IEMG 2.3%

2026Q1 买入最多 按季末市值估算

EFG 加仓+$1.92亿
GOVT 加仓+$1.50亿
BLCR 加仓+$1.35亿
IDEF 新建仓+$1.29亿
TLH 加仓+$7,396.23万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$12.70亿
VOO 减仓-$9.47亿
VO 减仓-$7.93亿
VEA 减仓-$6.24亿
IEFA 减仓-$5.45亿

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
HYLB DBX ETF TR $00.00%0 —— — 申报中断
BNDW VANGUARD SCOTTSDALE FDS $00.00%0 -6,056-100.0% -$41.63万 清仓
FSLR FIRST SOLAR INC $00.00%0 -1,548-100.0% -$40.44万 清仓
CPAY CORPAY INC $00.00%0 -1,340-100.0% -$40.32万 清仓
MUSA MURPHY USA INC $00.00%0 -969-100.0% -$39.11万 清仓
TPSC TIMOTHY PLAN $00.00%0 -9,422-100.0% -$39.05万 清仓
GMAB GENMAB A/S $00.00%0 -12,592-100.0% -$38.78万 清仓
MZTI MARZETTI COMPANY $00.00%0 -2,350-100.0% -$38.64万 清仓
VPU VANGUARD WORLD FD $00.00%0 -2,081-100.0% -$38.51万 清仓
BXP BXP INC $00.00%0 -5,668-100.0% -$38.25万 清仓
ARTY ISHARES TR $00.00%0 -7,928-100.0% -$38.20万 清仓
KDP KEURIG DR PEPPER INC $00.00%0 —— — 申报中断
LOPE GRAND CANYON ED INC $00.00%0 -2,248-100.0% -$37.39万 清仓
VDC VANGUARD WORLD FD $00.00%0 -1,734-100.0% -$36.63万 清仓
GMED GLOBUS MED INC $00.00%0 —— — 申报中断
HYMB SPDR SERIES TRUST $00.00%0 -14,412-100.0% -$35.94万 清仓
TRMB TRIMBLE INC $00.00%0 -4,547-100.0% -$35.63万 清仓
RDIV INVESCO EXCH TRADED FD TR $00.00%0 -6,799-100.0% -$35.38万 清仓
SKY CHAMPION HOMES INC $00.00%0 —— — 申报中断
ADC AGREE RLTY CORP $00.00%0 -4,881-100.0% -$35.16万 清仓
VIS VANGUARD WORLD FD $00.00%0 -1,172-100.0% -$34.98万 清仓
MKC MCCORMICK & CO INC $00.00%0 -5,127-100.0% -$34.92万 清仓
ALB ALBEMARLE CORP $00.00%0 -2,467-100.0% -$34.89万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 —— — 申报中断
VTR VENTAS INC $00.00%0 —— — 申报中断
HDB HDFC BANK LTD $00.00%0 -9,350-100.0% -$34.16万 清仓
BIDD BLACKROCK ETF TRUST $00.00%0 -11,739-100.0% -$33.83万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -863-100.0% -$33.75万 清仓
USMC PRINCIPAL EXCHANGE TRADED $00.00%0 -4,920-100.0% -$33.68万 清仓
PEN PENUMBRA INC $00.00%0 -1,079-100.0% -$33.55万 清仓
NEU NEWMARKET CORP $00.00%0 -485-100.0% -$33.33万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -12,711-100.0% -$33.28万 清仓
QUS SPDR SERIES TRUST $00.00%0 -1,894-100.0% -$32.99万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -10,699-100.0% -$32.88万 清仓
Z ZILLOW GROUP INC $00.00%0 -4,806-100.0% -$32.79万 清仓
VIAV VIAVI SOLUTIONS INC $00.00%0 -18,154-100.0% -$32.35万 清仓
IFRA ISHARES TR $00.00%0 -6,029-100.0% -$31.72万 清仓
TTAN SERVICETITAN INC $00.00%0 -2,973-100.0% -$31.66万 清仓
VRP INVESCO EXCH TRADED FD TR $00.00%0 -12,998-100.0% -$31.62万 清仓
PCG PG&E CORP $00.00%0 -19,454-100.0% -$31.26万 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 -9,634-100.0% -$31.13万 清仓
HYS PIMCO ETF TR $00.00%0 -3,250-100.0% -$30.82万 清仓
LW LAMB WESTON HLDGS INC $00.00%0 -7,315-100.0% -$30.64万 清仓
MC MOELIS & CO $00.00%0 —— — 申报中断
SCHI SCHWAB STRATEGIC TR $00.00%0 -13,292-100.0% -$30.53万 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -1,402-100.0% -$30.15万 清仓
ALC ALCON AG $00.00%0 -3,786-100.0% -$29.92万 清仓
RBLX ROBLOX CORP $00.00%0 -3,670-100.0% -$29.74万 清仓
SBCF SEACOAST BKG CORP FLA $00.00%0 -9,353-100.0% -$29.39万 清仓
CR CRANE COMPANY $00.00%0 —— — 申报中断
EEMV ISHARES INC $00.00%0 -4,569-100.0% -$29.26万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -2,234-100.0% -$29.09万 清仓
STWD STARWOOD PPTY TR INC $00.00%0 —— — 申报中断
IUSV ISHARES TR $00.00%0 —— — 申报中断
CRDO CREDO TECHNOLOGY GROUP $00.00%0 —— — 申报中断
LULU LULULEMON ATHLETICA INC $00.00%0 -1,381-100.0% -$28.70万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -7,268-100.0% -$28.63万 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
CWST CASELLA WASTE SYS INC $00.00%0 -2,909-100.0% -$28.49万 清仓
CACC CREDIT ACCEP CORP MICH $00.00%0 -642-100.0% -$28.47万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -7,077-100.0% -$28.45万 清仓
FR FIRST INDL RLTY TR INC $00.00%0 -4,947-100.0% -$28.33万 清仓
PATK PATRICK INDS INC $00.00%0 -2,612-100.0% -$28.32万 清仓
SPXC SPX TECHNOLOGIES INC $00.00%0 -1,414-100.0% -$28.29万 清仓
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -3,133-100.0% -$28.17万 清仓
VCYT VERACYTE INC $00.00%0 -6,670-100.0% -$28.08万 清仓
FXL FIRST TR EXCHANGE TRADED FD $00.00%0 -1,660-100.0% -$27.93万 清仓
FPXI FIRST TR EXCHANGE TRADED FD $00.00%0 -4,709-100.0% -$27.85万 清仓
TREX TREX CO INC $00.00%0 -7,934-100.0% -$27.83万 清仓
— INVESCO EXCHANGE TRADED FD $00.00%0 —— — 申报中断
CIBR FIRST TR EXCHANGE TRADED FD $00.00%0 -3,859-100.0% -$27.57万 清仓
OMF ONEMAIN HLDGS INC $00.00%0 -4,075-100.0% -$27.53万 清仓
MKL MARKEL GROUP INC $00.00%0 -128-100.0% -$27.52万 清仓
RSPT INVESCO EXCHANGE TRADED FD $00.00%0 —— — 申报中断
POST POST HLDGS INC $00.00%0 -2,773-100.0% -$27.47万 清仓
VSGX VANGUARD WORLD FD $00.00%0 —— — 申报中断
HMC HONDA MOTOR LTD $00.00%0 -9,279-100.0% -$27.35万 清仓
CAM AB ACTIVE ETFS INC $00.00%0 -10,765-100.0% -$27.01万 清仓
FSS FEDERAL SIGNAL CORP $00.00%0 —— — 申报中断
PODD INSULET CORP $00.00%0 -946-100.0% -$26.89万 清仓
ES EVERSOURCE ENERGY $00.00%0 -3,975-100.0% -$26.76万 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 —— — 申报中断
FOXA FOX CORP $00.00%0 -3,657-100.0% -$26.72万 清仓
LGND LIGAND PHARMACEUTICALS INC $00.00%0 —— — 申报中断
RSPG INVESCO EXCHANGE TRADED FD $00.00%0 -3,331-100.0% -$26.51万 清仓
QLYS QUALYS INC $00.00%0 -1,985-100.0% -$26.38万 清仓
UFPI UFP INDUSTRIES INC $00.00%0 -2,863-100.0% -$26.07万 清仓
— INVESCO EXCHANGE TRADED FD $00.00%0 -7,675-100.0% -$25.81万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -2,616-100.0% -$25.77万 清仓
RSPF INVESCO EXCHANGE TRADED FD $00.00%0 -3,264-100.0% -$25.62万 清仓
FAUG FIRST TR EXCHNG TRADED FD $00.00%0 -4,838-100.0% -$25.62万 清仓
— INVESCO EXCHANGE TRADED FD $00.00%0 —— — 申报中断
CNQ CANADIAN NAT RES LTD $00.00%0 -7,494-100.0% -$25.37万 清仓
FIS FIDELITY NATL INFORMATION $00.00%0 -3,813-100.0% -$25.34万 清仓
AKR ACADIA RLTY TR $00.00%0 -12,310-100.0% -$25.28万 清仓
MSTR STRATEGY INC $00.00%0 -1,648-100.0% -$25.04万 清仓
TAN INVESCO EXCH TRADED FD TR $00.00%0 -5,078-100.0% -$24.94万 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 —— — 申报中断
— VANECK ETF TRUST $00.00%0 -2,914-100.0% -$24.73万 清仓
XBIL RBB FD INC $00.00%0 -4,933-100.0% -$24.70万 清仓