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
IVV ISHARES TR $15.04亿7.21%2,008,278 799,15466.1% $5.98亿 加仓
APUE TRUST FOR PROFESSIONAL MANAG $11.43亿5.48%24,743,201 -173,298-0.7% -$800.64万 减仓
IWY ISHARES TR $10.56亿5.06%3,635,042 -1,103,446-23.3% -$3.21亿 减仓
IUSB ISHARES TR $7.82亿3.75%16,937,298 4,399,94835.1% $2.03亿 加仓
IWX ISHARES TR $5.16亿2.47%4,907,301 -1,388,302-22.1% -$1.46亿 减仓
IVW ISHARES TR $4.91亿2.35%3,569,833 -83,950-2.3% -$1,154.56万 减仓
DFAL DIMENSIONAL ETF TRUST $4.90亿2.35%9,728,917 9,728,917— $4.90亿 新建仓
APIE TRUST FOR PROFESSIONAL MANAG $4.71亿2.26%12,154,559 6,5690.1% $25.46万 加仓
APCB TRUST FOR PROFESSIONAL MANAG $4.55亿2.18%15,469,678 154,0201.0% $453.24万 加仓
DYNF BLACKROCK ETF TRUST $4.53亿2.17%6,665,461 95,4411.5% $649.09万 加仓
IWS ISHARES TR $4.15亿1.99%2,522,416 -259,887-9.3% -$4,277.74万 减仓
IVE ISHARES TR $3.92亿1.88%1,728,446 -420,146-19.6% -$9,539.84万 减仓
IEMG ISHARES INC $3.42亿1.64%4,131,673 -1,769,444-30.0% -$1.47亿 减仓
SPY STATE STR SPDR S&P 500 ETF T $3.11亿1.49%416,956 47,24412.8% $3,527.92万 加仓
IEFA ISHARES TR $3.03亿1.45%3,139,054 255,5568.9% $2,468.16万 加仓
BAI BLACKROCK ETF TRUST $2.44亿1.17%4,637,181 -947,829-17.0% -$4,996.95万 减仓
EFG ISHARES TR $2.35亿1.13%1,892,107 52,1532.8% $648.89万 加仓
TLH ISHARES TR $2.30亿1.10%2,288,353 -720,075-23.9% -$7,225.95万 减仓
AGG ISHARES TR $2.16亿1.04%2,184,657 -873,073-28.6% -$8,641.68万 减仓
BNDX VANGUARD CHARLOTTE FDS $2.01亿0.96%4,156,520 114,9752.8% $556.82万 加仓
MBB ISHARES TR $2.00亿0.96%2,119,612 188,8779.8% $1,785.27万 加仓
NVDA NVIDIA CORPORATION $2.00亿0.96%997,308 62,8286.7% $1,257.01万 加仓
IWP ISHARES TR $1.98亿0.95%1,352,671 -294,918-17.9% -$4,317.89万 减仓
AAPL APPLE INC $1.98亿0.95%683,492 56,6369.0% $1,638.68万 加仓
GOVT ISHARES TR $1.96亿0.94%8,583,212 617,4507.8% $1,406.55万 加仓
VOO VANGUARD INDEX FDS $1.90亿0.91%276,737 1,2850.5% $88.26万 加仓
MTUM ISHARES TR $1.88亿0.90%548,612 -157,762-22.3% -$5,408.56万 减仓
VTI VANGUARD INDEX FDS $1.87亿0.90%504,889 8,2981.7% $307.06万 加仓
BLCR BLACKROCK ETF TRUST $1.73亿0.83%3,426,293 121,9013.7% $614.02万 加仓
VEA VANGUARD TAX-MANAGED FDS $1.67亿0.80%2,337,029 47,6792.1% $339.71万 加仓
XLSR SSGA ACTIVE TR $1.58亿0.76%2,435,953 191,0928.5% $1,239.42万 加仓
CORO BLACKROCK ETF TRUST $1.54亿0.74%4,199,757 4,181,31822,676.5% $1.53亿 加仓
IALT BLACKROCK ETF TRUST $1.41亿0.68%5,023,371 5,023,371— $1.41亿 新建仓
IDEF BLACKROCK ETF TRUST $1.41亿0.67%4,426,641 481,54912.2% $1,530.36万 加仓
EFV ISHARES TR $1.37亿0.65%1,783,999 -2,459,308-58.0% -$1.88亿 减仓
MUB ISHARES TR $1.34亿0.64%1,242,985 67,6375.8% $727.91万 加仓
THRO BLACKROCK ETF TRUST $1.31亿0.63%3,040,944 -1,665,115-35.4% -$7,178.31万 减仓
MSFT MICROSOFT CORP $1.29亿0.62%346,475 25,8148.1% $962.82万 加仓
AMZN AMAZON COM INC $1.23亿0.59%517,750 62,41713.7% $1,487.40万 加仓
DFIS DIMENSIONAL ETF TRUST $1.16亿0.56%3,308,950 8,7660.3% $30.71万 加仓
GGOV BLACKROCK ETF TRUST II $1.14亿0.54%2,260,581 2,260,581— $1.14亿 新建仓
SPDW SPDR INDEX SHS FDS $1.11亿0.53%2,202,100 -235,202-9.7% -$1,185.18万 减仓
SPEM SPDR INDEX SHS FDS $1.10亿0.53%2,123,055 237,52612.6% $1,229.91万 加仓
VTV VANGUARD INDEX FDS $1.06亿0.51%487,653 9,3432.0% $203.61万 加仓
VXUS VANGUARD STAR FDS $1.02亿0.49%1,193,241 25,8232.2% $220.76万 加仓
BND VANGUARD BD INDEX FDS $9,879.08万0.47%1,345,741 26,0772.0% $191.43万 加仓
GVI ISHARES TR $9,037.43万0.43%851,824 692,451434.5% $7,346.56万 加仓
FISR SSGA ACTIVE TR $8,962.96万0.43%3,494,333 -227,621-6.1% -$583.85万 减仓
AVGO BROADCOM INC $8,588.24万0.41%227,394 19,4659.4% $735.16万 加仓
VUG VANGUARD INDEX FDS $8,176.43万0.39%949,202 25,8022.8% $222.26万 加仓
APMU TRUST FOR PROFESSIONAL MANAG $8,041.08万0.39%3,210,089 120,2213.9% $301.15万 加仓
GOOGL ALPHABET INC $7,885.48万0.38%220,700 19,7989.9% $707.37万 加仓
GSUS GOLDMAN SACHS ETF TR $7,822.42万0.37%758,721 28,4713.9% $293.54万 加仓
GOOG ALPHABET INC $7,764.05万0.37%219,739 18,5889.2% $656.77万 加仓
BSV VANGUARD BD INDEX FDS $7,316.65万0.35%939,116 55,7046.3% $433.99万 加仓
AVUV AMERICAN CENTY ETF TR $6,804.58万0.33%545,414 4,9340.9% $61.56万 加仓
META META PLATFORMS INC $6,733.00万0.32%119,557 7,1846.4% $404.58万 加仓
LCTU BLACKROCK ETF TRUST $6,444.76万0.31%803,987 -39,630-4.7% -$317.67万 减仓
VWO VANGUARD INTL EQUITY INDEX F $6,328.94万0.30%1,060,302 26,3722.6% $157.41万 加仓
TLT ISHARES TR $5,925.38万0.28%685,649 662,2482,830.0% $5,723.15万 加仓
JNK SPDR SERIES TRUST $5,723.55万0.27%593,914 388,579189.2% $3,744.74万 加仓
IEF ISHARES TR $5,632.97万0.27%595,640 317,250114.0% $3,000.24万 加仓
SPSM SPDR SERIES TRUST $5,630.10万0.27%976,262 -160,891-14.1% -$927.86万 减仓
JPM JPMORGAN CHASE & CO $5,394.56万0.26%164,847 -17,550-9.6% -$574.32万 减仓
ESGU ISHARES TR $5,377.64万0.26%328,566 -2,297-0.7% -$37.60万 减仓
SCHG SCHWAB STRATEGIC TR $5,323.51万0.26%1,573,141 -155,739-9.0% -$527.02万 减仓
V VISA INC $5,262.86万0.25%153,432 27,22421.6% $933.81万 加仓
EAGG ISHARES TR $5,030.37万0.24%1,061,035 216,82325.7% $1,027.96万 加仓
LLY ELI LILLY & CO $4,999.13万0.24%41,689 2,9767.7% $356.87万 加仓
SPTL SPDR SERIES TRUST $4,905.81万0.24%1,870,472 149,3378.7% $391.68万 加仓
BINC BLACKROCK ETF TRUST II $4,803.92万0.23%917,830 -1,405,590-60.5% -$7,356.86万 减仓
LRCX LAM RESEARCH CORP $4,694.50万0.22%108,335 -4,746-4.2% -$205.66万 减仓
GLD SPDR GOLD TR $4,676.07万0.22%126,963 16,86515.3% $621.14万 加仓
IWB ISHARES TR $4,639.80万0.22%113,304 -33,332-22.7% -$1,364.95万 减仓
GCOR GOLDMAN SACHS ETF TR $4,633.56万0.22%1,125,737 105,51510.3% $434.30万 加仓
MU MICRON TECHNOLOGY INC $4,571.63万0.22%39,606 30,119317.5% $3,476.57万 加仓
AMAT APPLIED MATLS INC $4,552.13万0.22%62,962 -24,026-27.6% -$1,737.07万 减仓
DSI ISHARES TR $4,541.38万0.22%318,940 -7,119-2.2% -$101.37万 减仓
LMUB ISHARES TR $4,525.69万0.22%883,578 66,6478.2% $341.37万 加仓
CERY SPDR SERIES TRUST $4,488.51万0.22%1,342,660 153,72112.9% $513.89万 加仓
IAU ISHARES GOLD TR $4,348.57万0.21%575,894 27,9255.1% $210.86万 加仓
IJR ISHARES TR $4,342.23万0.21%292,781 -28,097-8.8% -$416.71万 减仓
VCRB VANGUARD MALVERN FDS $4,278.01万0.21%553,912 19,4833.6% $150.47万 加仓
TSLA TESLA INC $4,174.19万0.20%99,244 6,5447.1% $275.24万 加仓
GBND GOLDMAN SACHS ETF TR $3,735.96万0.18%738,917 738,917— $3,735.96万 新建仓
CSCO CISCO SYS INC $3,705.96万0.18%315,508 23,7768.1% $279.27万 加仓
VTWO VANGUARD SCOTTSDALE FDS $3,678.01万0.18%302,916 100,75749.8% $1,223.39万 加仓
GSIE GOLDMAN SACHS ETF TR $3,656.45万0.18%800,098 178,63528.7% $816.36万 加仓
BIV VANGUARD BD INDEX FDS $3,611.18万0.17%470,818 20,1874.5% $154.83万 加仓
SUSC ISHARES TR $3,601.22万0.17%1,555,509 -602,615-27.9% -$1,395.14万 减仓
SPTI SPDR SERIES TRUST $3,530.54万0.17%1,244,488 257,70326.1% $731.09万 加仓
USXF ISHARES TR $3,502.15万0.17%504,269 -14,291-2.8% -$99.25万 减仓
SPMD SPDR SERIES TRUST $3,489.95万0.17%516,571 38,6448.1% $261.08万 加仓
VMBS VANGUARD SCOTTSDALE FDS $3,474.63万0.17%742,284 19,2972.7% $90.33万 加仓
GSLC GOLDMAN SACHS ETF TR $3,412.33万0.16%240,491 57,50431.4% $815.93万 加仓
LQD ISHARES TR $3,374.09万0.16%309,351 -18,534-5.7% -$202.15万 减仓
BLV VANGUARD BD INDEX FDS $3,300.53万0.16%478,824 20,2134.4% $139.33万 加仓
VEU VANGUARD INTL EQUITY INDEX F $3,233.00万0.15%386,084 38,03710.9% $318.52万 加仓
BDYN BLACKROCK ETF TRUST $3,200.18万0.15%1,153,632 43,6923.9% $121.20万 加仓
IGSB ISHARES TR $3,174.10万0.15%605,628 -14,634-2.4% -$76.70万 减仓