13F 机构持仓

Envestnet Portfolio Solutions, Inc.

BERWYN PA · SEC CIK 0001998033

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IVV 7.2%
APUE 5.5%
IWY 5.1%
IUSB 3.7%
IWX 2.5%
IVW 2.4%
DFAL 2.3%
APIE 2.3%
APCB 2.2%
DYNF 2.2%

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
ULTA ULTA BEAUTY INC $00.00%0 -658-100.0% -$34.39万 清仓
DOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -7,892-100.0% -$34.27万 清仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $00.00%0 -15,205-100.0% -$33.69万 清仓
USIG ISHARES TR $00.00%0 -6,557-100.0% -$33.59万 清仓
DORM DORMAN PRODS INC $00.00%0 -3,203-100.0% -$33.43万 清仓
GDDY GODADDY INC $00.00%0 -4,012-100.0% -$33.17万 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 -4,472-100.0% -$32.38万 清仓
LKQ LKQ CORP $00.00%0 -10,756-100.0% -$31.61万 清仓
LQDH ISHARES U S ETF TR $00.00%0 -3,301-100.0% -$30.48万 清仓
BCE BCE INC $00.00%0 -11,540-100.0% -$29.03万 清仓
NRG NRG ENERGY INC $00.00%0 -1,985-100.0% -$29.01万 清仓
FAAR FIRST TR EXCHANGE TRAD FD VI $00.00%0 -8,548-100.0% -$28.85万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,709-100.0% -$28.82万 清仓
FLCO FRANKLIN TEMPLETON ETF TR $00.00%0 -13,264-100.0% -$28.41万 清仓
SAFE SAFEHOLD INC $00.00%0 -20,185-100.0% -$27.31万 清仓
TRU TRANSUNION $00.00%0 -3,791-100.0% -$26.23万 清仓
GIS GENERAL MILLS INC $00.00%0 -7,042-100.0% -$26.21万 清仓
OLED UNIVERSAL DISPLAY CORP $00.00%0 -2,811-100.0% -$25.77万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,169-100.0% -$25.70万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -710-100.0% -$25.47万 清仓
FMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,242-100.0% -$25.42万 清仓
RMD RESMED INC $00.00%0 -1,121-100.0% -$25.16万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -659-100.0% -$25.04万 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,245-100.0% -$25.00万 清仓
AVDE AMERICAN CENTY ETF TR $00.00%0 -2,894-100.0% -$24.55万 清仓
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,850-100.0% -$24.41万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -1,679-100.0% -$24.01万 清仓
EXPO EXPONENT INC $00.00%0 -3,566-100.0% -$23.27万 清仓
BFAM BRIGHT HORIZONS FAM SOL IN D $00.00%0 -2,823-100.0% -$23.19万 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -1,706-100.0% -$22.71万 清仓
— AMERICAN WOODMARK CORP $00.00%0 -5,576-100.0% -$22.21万 清仓
WY WEYERHAEUSER CO $00.00%0 -9,090-100.0% -$22.21万 清仓
INMU BLACKROCK ETF TRUST II $00.00%0 -9,086-100.0% -$21.72万 清仓
IDA IDACORP INC $00.00%0 -1,510-100.0% -$21.59万 清仓
VLTO VERALTO CORP $00.00%0 -2,429-100.0% -$21.48万 清仓
DG DOLLAR GEN CORP $00.00%0 -1,806-100.0% -$21.44万 清仓
NULV NUSHARES ETF TR $00.00%0 -4,670-100.0% -$21.25万 清仓
RYAAY RYANAIR HOLDINGS PLC $00.00%0 -3,656-100.0% -$21.13万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,409-100.0% -$21.07万 清仓
IT GARTNER INC $00.00%0 -1,327-100.0% -$21.01万 清仓
AOS SMITH A O CORP $00.00%0 -3,162-100.0% -$20.85万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,315-100.0% -$20.67万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,313-100.0% -$20.29万 清仓
FCN FTI CONSULTING INC $00.00%0 -1,142-100.0% -$20.19万 清仓