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Financial Engines顾问 · 13F 持仓分析
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Financial Engines顾问

Financial Engines Advisors L.L.C.No.190 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$563.16亿
环比变动 Q1 2026
+$70.66亿+14.3%
持仓股票数
552
新买入
43
加仓
229
减仓
262
清仓
21
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYV
8.95%9.35%$50.42亿8,294.3万股$46.06亿8,141.4万股+152.8万股+1.88%加仓
SSPDR道富系列信托SPMB
7.8%8.56%$43.92亿1.97亿股$42.16亿1.88亿股+857.0万股+4.55%加仓
S嘉信策略信托SCHF
7.26%7.67%$40.91亿1.48亿股$37.76亿1.53亿股-486.9万股-3.19%减仓
IiShares安硕信托IGIB
6.54%6.88%$36.85亿6,931.0万股$33.89亿6,367.5万股+563.4万股+8.85%加仓
V先锋领航指数基金VUG
5.95%0.96%$33.49亿3,887.7万股$4.73亿650.3万股+3,237.3万股+497.81%加仓
SSPDR道富指数基金SPDW
4.65%5.18%$26.21亿5,202.2万股$25.50亿5,584.9万股-382.7万股-6.85%减仓
IiShares安硕信托XT
4.32%4.48%$24.35亿2,947.4万股$22.09亿3,240.8万股-293.4万股-9.05%减仓
V先锋领航·FSTEVWO
3.68%2.67%$20.72亿3,471.4万股$13.16亿2,434.8万股+1,036.6万股+42.58%加仓
SSPDR道富系列信托KOMP
3.58%3.51%$20.17亿2,821.6万股$17.31亿2,959.4万股-137.8万股-4.66%减仓
SSPDR道富系列信托SPYG
3.46%3.46%$19.46亿1,635.6万股$17.04亿1,740.2万股-104.6万股-6.01%减仓
IiShares安硕信托IWD
3.4%3.48%$19.15亿789.9万股$17.13亿801.9万股-12.0万股-1.50%减仓
S嘉信策略信托SCHM
3.39%3.57%$19.09亿5,176.8万股$17.60亿5,683.6万股-506.8万股-8.92%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
2.87%3%$16.19亿4,649.9万股$14.77亿4,842.8万股-192.9万股-3.98%减仓
SSPDR道富系列信托SPTL
2.75%2.92%$15.48亿5,902.0万股$14.38亿5,467.9万股+434.1万股+7.94%加仓
SSCHWAB 1000 INDEX ETFSCHK
2.68%2.77%$15.12亿4,192.3万股$13.66亿4,361.3万股-169.0万股-3.87%减仓
S嘉信·U.S. REIT ETFSCHH
2.52%2.61%$14.17亿5,984.1万股$12.87亿5,988.6万股-4.4万股-0.07%减仓
S道富SPTI
2.43%2.6%$13.67亿4,814.8万股$12.80亿4,466.1万股+348.7万股+7.81%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.36%2.02%$13.27亿3,921.2万股$9.93亿3,410.5万股+510.7万股+14.97%加仓
IiShares安硕信托LQD
2.21%2.42%$12.46亿1,142.0万股$11.89亿1,091.3万股+50.7万股+4.64%加仓
IiShares安硕·COREIJR
1.94%1.95%$10.94亿737.4万股$9.60亿772.0万股-34.7万股-4.49%减仓
S道富SPSM
1.93%2.03%$10.84亿1,880.4万股$9.99亿2,067.3万股-186.9万股-9.04%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.58%1.67%$8.91亿1,760.7万股$8.22亿1,641.9万股+118.8万股+7.23%加仓
IiShares安硕·COREIJH
1.06%1.08%$5.99亿776.5万股$5.33亿789.9万股-13.4万股-1.70%减仓
S嘉信策略信托SCHE
0.97%1.04%$5.48亿1,512.3万股$5.12亿1,554.2万股-41.9万股-2.70%减仓
IiShares安硕信托IEI
0.9%1.02%$5.09亿433.1万股$5.02亿423.2万股+9.9万股+2.34%加仓
S道富SPYM
0.78%0.78%$4.40亿501.0万股$3.87亿505.1万股-4.0万股-0.80%减仓
V先锋领航指数基金VNQ
0.58%0.6%$3.24亿335.8万股$2.98亿335.9万股-802股-0.02%减仓
SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR
0.57%0.72%$3.19亿422.3万股$3.56亿423.6万股-1.3万股-0.32%减仓
IIshares Trust U.S. Tech Breakthrough Multisector EtfTECB
0.45%0.45%$2.56亿357.0万股$2.19亿395.2万股-38.3万股-9.68%减仓
V先锋领航斯科茨代尔基金BSV
0.42%0.48%$2.38亿301.7万股$2.35亿296.1万股+5.6万股+1.91%加仓
SSPDR道富指数基金SPEM
0.36%1.6%$2.02亿389.2万股$7.89亿1,682.2万股-1,293.0万股-76.86%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.29%0.31%$1.64亿157.6万股$1.51亿155.0万股+2.7万股+1.71%加仓
S道富MDYG
0.28%0.25%$1.60亿142.7万股$1.21亿126.4万股+16.4万股+12.94%加仓
S嘉信·USSCHA
0.27%0.27%$1.51亿419.1万股$1.33亿458.3万股-39.2万股-8.56%减仓
IiShares安硕信托IVV
0.26%0.27%$1.49亿19.9万股$1.35亿20.7万股-8,070股-3.89%减仓
DDimensional维度ETF信托DFAC
0.26%0.25%$1.45亿326.5万股$1.21亿310.9万股+15.6万股+5.02%加仓
IiShares安硕信托IJK
0.24%0.25%$1.37亿117.0万股$1.24亿123.1万股-6.1万股-4.99%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.23%0.26%$1.31亿568.1万股$1.26亿541.4万股+26.7万股+4.94%加仓
G通用动力VTI
0.23%0.23%$1.30亿35.2万股$1.16亿36.0万股-8,442股-2.34%减仓
S道富SLYG
0.22%0.21%$1.27亿106.2万股$1.06亿109.4万股-3.2万股-2.94%减仓
S道富MDYV
0.21%0.21%$1.17亿122.9万股$1.02亿119.8万股+3.2万股+2.64%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.2%0.21%$1.13亿103.9万股$1.02亿108.3万股-4.4万股-4.11%减仓
IiShares安硕信托IJJ
0.16%0.17%$8,998.8万60.9万股$8,285.6万62.5万股-1.6万股-2.59%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.16%0.15%$8,794.1万22.3万股$7,470.8万23.8万股-1.5万股-6.24%减仓
V先锋领航·MALVERN FDSVCRB
0.15%0.15%$8,348.1万108.1万股$7,604.0万98.3万股+9.8万股+10.00%加仓
V先锋领航·TOTALBND
0.13%0.14%$7,095.1万96.6万股$7,069.7万96.0万股+6,455股+0.67%加仓
IiShares安硕信托EFAV
0.12%0.14%$6,837.4万78.0万股$7,020.6万76.8万股+1.1万股+1.45%加仓
V先锋领航斯科茨代尔基金VMBS
0.12%0.13%$6,550.4万139.9万股$6,543.2万139.4万股+5,707股+0.41%加仓
IiShares安硕信托GVI
0.11%0.12%$6,397.7万59.4万股$6,152.2万58.0万股+1.5万股+2.57%加仓
A美国世纪ETF信托AVLV
0.1%0.11%$5,783.5万63.4万股$5,229.0万64.9万股-1.5万股-2.25%减仓

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