Envestnet Portfolio Solutions, Inc.
BERWYN PA · SEC CIK 0001998033
$208.66亿2026Q2 申报市值
1,369持仓数
35.3%前十大占比 · 第一大 7.2%
112 / 75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
IVV 加仓+$5.98亿
DFAL 新建仓+$4.90亿
IUSB 加仓+$2.03亿
CORO 加仓+$1.53亿
IALT 新建仓+$1.41亿
2026Q2 卖出最多 按季末市值估算
IWY 减仓-$3.21亿
QUAL 减仓-$1.95亿
EFV 减仓-$1.88亿
IEMG 减仓-$1.47亿
IWX 减仓-$1.46亿
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 |
|---|---|---|---|---|---|---|---|---|
| SLVM | SYLVAMO CORP | $29.10万 | 0.00% | 7,698 | -590 | -7.1% | -$2.23万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $29.03万 | 0.00% | 8,746 | 8,746 | — | $29.03万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $29.03万 | 0.00% | 12,993 | -45 | -0.3% | -$1,005 | 减仓 |
| VST | VISTRA CORP | $29.01万 | 0.00% | 1,829 | 298 | 19.5% | $4.73万 | 加仓 |
| WWD | WOODWARD INC | $28.90万 | 0.00% | 679 | -14 | -2.0% | -$5,958 | 减仓 |
| GGG | GRACO INC | $28.78万 | 0.00% | 3,806 | 324 | 9.3% | $2.45万 | 加仓 |
| IYZ | ISHARES TR | $28.75万 | 0.00% | 6,795 | 6,795 | — | $28.75万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $28.56万 | 0.00% | 2,135 | 2,135 | — | $28.56万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $28.48万 | 0.00% | 6,732 | -498 | -6.9% | -$2.11万 | 减仓 |
| CVNA | CARVANA CO | $28.45万 | 0.00% | 4,323 | -25,807 | -85.7% | -$169.86万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $28.31万 | 0.00% | 5,938 | 222 | 3.9% | $1.06万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $28.12万 | 0.00% | 2,746 | -51 | -1.8% | -$5,222 | 减仓 |
| PSA | PUBLIC STORAGE | $28.12万 | 0.00% | 883 | 118 | 15.4% | $3.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.99万 | 0.00% | 4,004 | 4,004 | — | $27.99万 | 新建仓 |
| RACE | FERRARI N V | $27.93万 | 0.00% | 751 | 41 | 5.8% | $1.53万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $27.84万 | 0.00% | 20,060 | 8,341 | 71.2% | $11.58万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $27.82万 | 0.00% | 21,501 | -3,423 | -13.7% | -$4.43万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $27.79万 | 0.00% | 29,009 | -2,085 | -6.7% | -$2.00万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.78万 | 0.00% | 3,636 | -43 | -1.2% | -$3,285 | 重新持有 |
| FISV | FISERV INC | $27.77万 | 0.00% | 5,662 | 467 | 9.0% | $2.29万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $27.73万 | 0.00% | 6,571 | -8 | -0.1% | -$338 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $27.63万 | 0.00% | 6,689 | 415 | 6.6% | $1.71万 | 加仓 |
| EQT | EQT CORP | $27.62万 | 0.00% | 5,194 | 1,020 | 24.4% | $5.42万 | 加仓 |
| TSN | TYSON FOODS INC | $27.61万 | 0.00% | 4,823 | -384 | -7.4% | -$2.20万 | 减仓 |
| REG | REGENCY CTRS CORP | $27.59万 | 0.00% | 3,460 | 427 | 14.1% | $3.40万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $27.51万 | 0.00% | 996 | -4,876 | -83.0% | -$134.66万 | 重新持有 |
| ACIW | ACI WORLDWIDE INC | $27.49万 | 0.00% | 5,466 | -50 | -0.9% | -$2,514 | 减仓 |
| IVZ | INVESCO LTD | $27.30万 | 0.00% | 10,346 | 1,316 | 14.6% | $3.47万 | 加仓 |
| HYLB | DBX ETF TR | $27.27万 | 0.00% | 7,467 | -3,977 | -34.8% | -$14.52万 | 重新持有 |
| GLDM | WORLD GOLD TR | $27.15万 | 0.00% | 3,418 | -35,936 | -91.3% | -$285.40万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $27.14万 | 0.00% | 2,871 | -1,292 | -31.0% | -$12.21万 | 减仓 |
| SHYD | VANECK ETF TRUST | $27.09万 | 0.00% | 11,828 | 929 | 8.5% | $2.13万 | 加仓 |
| BYD | BOYD GAMING CORP | $26.94万 | 0.00% | 3,050 | 577 | 23.3% | $5.10万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $26.92万 | 0.00% | 4,887 | -517 | -9.6% | -$2.85万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $26.92万 | 0.00% | 2,217 | -218 | -9.0% | -$2.65万 | 减仓 |
| DVA | DAVITA INC | $26.83万 | 0.00% | 1,206 | 1,206 | — | $26.83万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $26.81万 | 0.00% | 2,792 | 84 | 3.1% | $8,065 | 加仓 |
| SPSC | SPS COMM INC | $26.81万 | 0.00% | 4,689 | -132 | -2.7% | -$7,546 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.80万 | 0.00% | 8,938 | 176 | 2.0% | $5,276 | 重新持有 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $26.79万 | 0.00% | 25,341 | 25,341 | — | $26.79万 | 新建仓 |
| AWR | AMER STATES WTR CO | $26.76万 | 0.00% | 3,239 | -1,882 | -36.8% | -$15.55万 | 减仓 |
| CGNX | COGNEX CORP | $26.76万 | 0.00% | 3,695 | -20,981 | -85.0% | -$151.94万 | 重新持有 |
| CPRT | COPART INC | $26.72万 | 0.00% | 9,480 | -3,985 | -29.6% | -$11.23万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.68万 | 0.00% | 6,905 | -1,189 | -14.7% | -$4.59万 | 重新持有 |
| ABCB | AMERIS BANCORP | $26.67万 | 0.00% | 2,955 | -18 | -0.6% | -$1,624 | 减仓 |
| SF | STIFEL FINL CORP | $26.62万 | 0.00% | 3,815 | -163 | -4.1% | -$1.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.62万 | 0.00% | 6,738 | 6,738 | — | $26.62万 | 新建仓 |
| NOK | NOKIA CORP | $26.54万 | 0.00% | 19,987 | 8,225 | 69.9% | $10.92万 | 加仓 |
| MKSI | MKS INC. | $26.42万 | 0.00% | 594 | 594 | — | $26.42万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $26.22万 | 0.00% | 906 | 906 | — | $26.22万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $26.11万 | 0.00% | 8,748 | 1,187 | 15.7% | $3.54万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $26.10万 | 0.00% | 1,663 | -265 | -13.7% | -$4.16万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $26.09万 | 0.00% | 1,350 | -600 | -30.8% | -$11.60万 | 减仓 |
| EXEL | EXELIXIS INC | $26.07万 | 0.00% | 4,791 | 4,791 | — | $26.07万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $26.06万 | 0.00% | 3,741 | -82 | -2.1% | -$5,712 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $26.01万 | 0.00% | 5,448 | -527 | -8.8% | -$2.52万 | 减仓 |
| — | PGIM ETF TR | $25.94万 | 0.00% | 2,236 | -27 | -1.2% | -$3,133 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $25.88万 | 0.00% | 4,615 | -7,399 | -61.6% | -$41.49万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $25.88万 | 0.00% | 10,101 | 23 | 0.2% | $589 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $25.84万 | 0.00% | 1,532 | -200 | -11.5% | -$3.37万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $25.82万 | 0.00% | 883 | -339 | -27.7% | -$9.91万 | 减仓 |
| NU | NU HLDGS LTD | $25.69万 | 0.00% | 19,227 | 3,883 | 25.3% | $5.19万 | 加仓 |
| IX | ORIX CORP | $25.64万 | 0.00% | 6,740 | 6,740 | — | $25.64万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.63万 | 0.00% | 6,468 | 6,468 | — | $25.63万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $25.52万 | 0.00% | 5,795 | -676 | -10.4% | -$2.98万 | 重新持有 |
| HXL | HEXCEL CORP NEW | $25.30万 | 0.00% | 2,528 | -100 | -3.8% | -$1.00万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $25.27万 | 0.00% | 7,394 | -2,999 | -28.9% | -$10.25万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $25.25万 | 0.00% | 5,866 | 5,866 | — | $25.25万 | 新建仓 |
| IGF | ISHARES TR | $25.20万 | 0.00% | 3,784 | -20,686 | -84.5% | -$137.77万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $25.19万 | 0.00% | 7,697 | -5,716 | -42.6% | -$18.71万 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $25.16万 | 0.00% | 15,358 | -768 | -4.8% | -$1.26万 | 重新持有 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $25.14万 | 0.00% | 6,104 | 609 | 11.1% | $2.51万 | 加仓 |
| QQQI | NEOS ETF TRUST | $24.99万 | 0.00% | 4,401 | 4,401 | — | $24.99万 | 新建仓 |
| E | ENI SPA | $24.93万 | 0.00% | 5,320 | -124 | -2.3% | -$5,810 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $24.91万 | 0.00% | 1,586 | 1,586 | — | $24.91万 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $24.82万 | 0.00% | 4,954 | 3 | 0.1% | $150 | 加仓 |
| FROG | JFROG LTD | $24.77万 | 0.00% | 2,726 | 2,726 | — | $24.77万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $24.77万 | 0.00% | 7,311 | 483 | 7.1% | $1.64万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $24.76万 | 0.00% | 8,332 | -44 | -0.5% | -$1,308 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $24.65万 | 0.00% | 4,723 | 4,723 | — | $24.65万 | 新建仓 |
| RELX | RELX PLC | $24.64万 | 0.00% | 7,780 | -1,390 | -15.2% | -$4.40万 | 减仓 |
| AEE | AMEREN CORP | $24.63万 | 0.00% | 2,179 | 311 | 16.6% | $3.52万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $24.60万 | 0.00% | 9,047 | 1,174 | 14.9% | $3.19万 | 加仓 |
| ANGL | VANECK ETF TRUST | $24.55万 | 0.00% | 8,395 | -183,375 | -95.6% | -$536.20万 | 减仓 |
| WCC | WESCO INTL INC | $24.53万 | 0.00% | 710 | -131 | -15.6% | -$4.53万 | 减仓 |
| HLNE | HAMILTON LANE INC | $24.52万 | 0.00% | 3,110 | -303 | -8.9% | -$2.39万 | 减仓 |
| OVV | OVINTIV INC | $24.42万 | 0.00% | 4,638 | -134 | -2.8% | -$7,055 | 减仓 |
| PPG | PPG INDS INC | $24.41万 | 0.00% | 2,012 | 114 | 6.0% | $1.38万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.27万 | 0.00% | 6,719 | -10,871 | -61.8% | -$39.27万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $24.27万 | 0.00% | 190 | 6 | 3.3% | $7,665 | 加仓 |
| VSGX | VANGUARD WORLD FD | $24.26万 | 0.00% | 2,946 | -878 | -23.0% | -$7.23万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $24.24万 | 0.00% | 2,808 | 277 | 10.9% | $2.39万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $24.22万 | 0.00% | 14,410 | 2,360 | 19.6% | $3.97万 | 加仓 |
| VMI | VALMONT INDS INC | $24.20万 | 0.00% | 419 | -151 | -26.5% | -$8.72万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.20万 | 0.00% | 5,663 | 5,663 | — | $24.20万 | 新建仓 |
| AIQ | GLOBAL X FDS | $24.20万 | 0.00% | 3,688 | 3,688 | — | $24.20万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $24.13万 | 0.00% | 9,412 | -1,182 | -11.2% | -$3.03万 | 减仓 |
| TECH | BIO-TECHNE CORP | $24.11万 | 0.00% | 3,412 | -16,590 | -82.9% | -$117.22万 | 减仓 |
| WDAY | WORKDAY INC | $24.02万 | 0.00% | 1,962 | -337 | -14.7% | -$4.13万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.94万 | 0.00% | 4,401 | 4,401 | — | $23.94万 | 新建仓 |