Envestnet Portfolio Solutions, Inc. 13F 持仓 · 2026年Q2
Envestnet Portfolio Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,370 只证券，申报市值合计 209.00 亿美元。前几大持仓：IVV（7.20%）、APUE（5.47%）、IWY（5.05%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.50B | 7.20% | 2.0M | 增持 |
| 2 | APUE | TRUST FOR PROFESSIONAL MANAG | $1.14B | 5.47% | 24.7M | 减持 |
| 3 | IWY | ISHARES TR | $1.06B | 5.05% | 3.6M | 减持 |
| 4 | IUSB | ISHARES TR | $781.7M | 3.74% | 16.9M | 增持 |
| 5 | IWX | ISHARES TR | $516.1M | 2.47% | 4.9M | 减持 |
| 6 | IVW | ISHARES TR | $491.0M | 2.35% | 3.6M | 减持 |
| 7 | DFAL | DIMENSIONAL ETF TRUST | $489.9M | 2.34% | 9.7M | 新建仓 |
| 8 | APIE | TRUST FOR PROFESSIONAL MANAG | $471.1M | 2.25% | 12.2M | 增持 |
| 9 | APCB | TRUST FOR PROFESSIONAL MANAG | $455.2M | 2.18% | 15.5M | 增持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $453.3M | 2.17% | 6.7M | 增持 |
| 11 | IWS | ISHARES TR | $415.2M | 1.99% | 2.5M | 减持 |
| 12 | IVE | ISHARES TR | $392.5M | 1.88% | 1.7M | 减持 |
| 13 | IEMG | ISHARES INC | $342.3M | 1.64% | 4.1M | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $311.4M | 1.49% | 416,956 | 增持 |
| 15 | IEFA | ISHARES TR | $303.2M | 1.45% | 3.1M | 增持 |
| 16 | BAI | BLACKROCK ETF TRUST | $244.5M | 1.17% | 4.6M | 减持 |
| 17 | EFG | ISHARES TR | $235.4M | 1.13% | 1.9M | 增持 |
| 18 | TLH | ISHARES TR | $229.6M | 1.10% | 2.3M | 减持 |
| 19 | AGG | ISHARES TR | $216.2M | 1.03% | 2.2M | 减持 |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $201.3M | 0.96% | 4.2M | 增持 |
| 21 | MBB | ISHARES TR | $200.3M | 0.96% | 2.1M | 增持 |
| 22 | AAPL | APPLE INC | $197.8M | 0.95% | 683,492 | 增持 |
| 23 | IWP | ISHARES TR | $198.0M | 0.95% | 1.4M | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $199.5M | 0.95% | 997,308 | 增持 |
| 25 | GOVT | ISHARES TR | $195.5M | 0.94% | 8.6M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR