So sánh danh mục
Financial Engines Advisors L.L.C.
Q1 2026 ⇄ Q2 2026
+41Đã thêm
−20Đã loại bỏ
200Đã điều chỉnh kích thước
18Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
| Chứng khoán | Giá trị trước đây | Cổ phần tại thời điểm đó |
|---|---|---|
| GM GENERAL MTRS CO | $850,646 | 11.42K |
| DAL DELTA AIR LINES INC | $507,019 | 7.63K |
| EME EMCOR GROUP INC | $422,313 | 572 |
| PCG PG&E CORP | $416,971 | 23.73K |
| ELF E L F BEAUTY INC | $318,506 | 5.25K |
| WEC WEC ENERGY GROUP INC | $258,514 | 2.23K |
| KR KROGER CO | $256,444 | 3.54K |
| AG FIRST MAJESTIC SILVER… | $250,886 | 11.68K |
| VCLT VANGUARD SCOTTSDALE… | $240,001 | 3.21K |
| AIQ GLOBAL X FDS | $236,524 | 5.07K |
| ZTS ZOETIS INC | $224,835 | 1.90K |
| ASTE ASTEC INDS INC | $218,157 | 4.05K |
| ISTB ISHARES TR | $201,691 | 4.16K |
| IEF ISHARES TR | $201,665 | 2.11K |
| ADTN ADTRAN HOLDINGS INC | $182,634 | 14.52K |
| NVG NUVEEN AMT FREE MUN… | $138,047 | 11.20K |
| VKQ INVESCO MUNICIPAL… | $104,701 | 11.00K |
| VKI INVESCO ADVANTAGE MUN… | $92,792 | 10.71K |
| SNBRQ SLEEP NUMBER CORP | $25,204 | 14.04K |
| FATE FATE THERAPEUTICS INC | $13,190 | 10.99K |
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 6.50M | 38.88M | +497.8% |
| MGK VANGUARD WORLD FD | 5.67K | 25.43K | +348.7% |
| VO VANGUARD INDEX FDS | 53.73K | 211.88K | +294.3% |
| CB CHUBB LIMITED | 1.00K | 3.72K | +271.3% |
| VGT VANGUARD WORLD FD | 8.19K | 29.57K | +261.2% |
| IWF ISHARES TR | 26.55K | 95.46K | +259.5% |
| JMST J P MORGAN EXCHANGE… | 17.65K | 55.28K | +213.2% |
| MDT MEDTRONIC PLC | 2.51K | 6.35K | +152.8% |
| SHOP SHOPIFY INC | 1.95K | 4.49K | +130.7% |
| GLDM WORLD GOLD TR | 2.29K | 5.11K | +123.6% |
| ED CONSOLIDATED EDISON INC | 3.69K | 7.67K | +107.9% |
| SHEL SHELL PLC | 2.16K | 4.25K | +97.0% |
| TLH ISHARES TR | 54.68K | 2.08K | -96.2% |
| VT VANGUARD INTL EQUITY… | 7.21K | 13.89K | +92.6% |
| TLT ISHARES TR | 47.25K | 90.58K | +91.7% |
| AKRE PROFESIONALLY MANAGED… | 5.32M | 496.19K | -90.7% |
| IPAY AMPLIFY ETF TR | 66.98K | 7.74K | -88.5% |
| MINT PIMCO ETF TR | 60.40K | 113.49K | +87.9% |
| VUSB VANGUARD BD INDEX FDS | 24.16K | 43.78K | +81.2% |
| CATH GLOBAL X FDS | 3.93K | 7.11K | +80.9% |
| AVUS AMERICAN CENTY ETF TR | 55.04K | 98.14K | +78.3% |
| SPEM SPDR INDEX SHS FDS | 16.82M | 3.89M | -76.9% |
| BOTZ GLOBAL X FDS | 114.18K | 26.93K | -76.4% |
| ES EVERSOURCE ENERGY | 3.39K | 5.85K | +72.6% |
| USMV ISHARES TR | 4.27K | 6.93K | +62.4% |
| SPHD INVESCO EXCH TRADED FD… | 889.43K | 344.69K | -61.2% |
| UBER UBER TECHNOLOGIES INC | 3.60K | 5.79K | +61.0% |
| LVHD LEGG MASON ETF INVT | 967.23K | 380.00K | -60.7% |
| FNDA SCHWAB STRATEGIC TR | 7.24K | 11.55K | +59.7% |
| SHY ISHARES TR | 14.49K | 5.88K | -59.4% |
| XLU SELECT SECTOR SPDR TR | 6.86K | 10.76K | +56.9% |
| GGG GRACO INC | 8.45K | 3.67K | -56.5% |
| WT WISDOMTREE TR | 15.24K | 6.70K | -56.1% |
| DFGR DIMENSIONAL ETF TRUST | 172.19K | 78.41K | -54.5% |
| NOW SERVICENOW INC | 17.32K | 26.03K | +50.3% |
| ANET ARISTA NETWORKS INC | 3.81K | 5.66K | +48.8% |
| MRSH MARSH & MCLENNAN COS INC | 12.39K | 18.11K | +46.2% |
| ETHA ISHARES ETHEREUM TR | 103.38K | 150.97K | +46.0% |
| PAG PENSKE AUTOMOTIVE GRP… | 2.55K | 3.70K | +45.0% |
| VWO VANGUARD INTL EQUITY… | 24.35M | 34.71M | +42.6% |
| FIX COMFORT SYS USA INC | 437 | 255 | -41.6% |
| T AT&T INC | 29.02K | 40.80K | +40.6% |
| EDV VANGUARD WORLD FD | 14.66K | 8.73K | -40.4% |
| AXON AXON ENTERPRISE INC | 5.47K | 7.61K | +39.1% |
| HON HONEYWELL INTL INC | 6.16K | 3.77K | -38.8% |
| OVV OVINTIV INC | 16.26K | 10.06K | -38.2% |
| QTUM ETF SER SOLUTIONS | 4.07K | 2.57K | -36.9% |
| YJUN FIRST TR EXCHNG TRADED… | 100.55K | 64.44K | -35.9% |
| MDU MDU RES GROUP INC | 164.17K | 105.70K | -35.6% |
| VTC VANGUARD SCOTTSDALE FDS | 5.91K | 3.85K | -35.0% |
| APP APPLOVIN CORP | 2.71K | 1.87K | -31.0% |
| SYM SYMBOTIC INC | 16.17K | 11.27K | -30.3% |
| ORCL ORACLE CORP | 8.11K | 10.42K | +28.5% |
| RSPT INVESCO EXCHANGE TRADED… | 11.12K | 8.06K | -27.6% |
| ING ING GROEP N.V. | 12.98K | 9.44K | -27.3% |
| ASML ASML HLDG NV | 190 | 241 | +26.8% |
| VCR VANGUARD WORLD FD | 1.34K | 1.69K | +26.3% |
| GBTC GRAYSCALE BITCOIN TRUST… | 26.50K | 19.55K | -26.2% |
| VSAT VIASAT INC | 113.15K | 83.54K | -26.2% |
| VZ VERIZON COMMUNICATIONS… | 23.79K | 29.97K | +26.0% |
| CRS CARPENTER TECHNOLOGY… | 7.80K | 5.86K | -24.8% |
| MBB ISHARES TR | 221.27K | 275.20K | +24.4% |
| AMGN AMGEN INC | 4.27K | 5.29K | +23.9% |
| DELL DELL TECHNOLOGIES INC | 3.78K | 2.89K | -23.6% |
| DFAI DIMENSIONAL ETF TRUST | 605.55K | 747.91K | +23.5% |
| KNF KNIFE RIVER CORP | 11.45K | 14.07K | +22.9% |
| CMCSA COMCAST CORP NEW | 27.03K | 20.85K | -22.9% |
| VTES VANGUARD WELLINGTON FD | 33.54K | 40.76K | +21.5% |
| AVDE AMERICAN CENTY ETF TR | 28.74K | 34.92K | +21.5% |
| PEP PEPSICO INC | 3.68K | 4.44K | +20.7% |
| V VISA INC | 6.45K | 7.78K | +20.6% |
| SLV ISHARES SILVER TR | 10.57K | 8.40K | -20.5% |
| DFSV DIMENSIONAL ETF TRUST | 342.02K | 412.02K | +20.5% |
| PFF ISHARES TR | 9.62K | 11.46K | +19.2% |
| DFAS DIMENSIONAL ETF TRUST | 208.52K | 248.06K | +19.0% |
| AEP AMERICAN ELEC PWR CO INC | 2.78K | 3.31K | +18.9% |
| UNH UNITEDHEALTH GROUP INC | 5.40K | 4.41K | -18.3% |
| MA MASTERCARD INCORPORATED | 3.91K | 4.62K | +18.2% |
| SPIP SPDR SERIES TRUST | 184.06K | 217.54K | +18.2% |
| DFIS DIMENSIONAL ETF TRUST | 23.20K | 19.00K | -18.1% |
| ROBO EXCHANGE TRADED… | 3.53K | 2.89K | -18.0% |
| DFNM DIMENSIONAL ETF TRUST | 48.40K | 56.89K | +17.5% |
| CACI CACI INTL INC | 671 | 785 | +17.0% |
| ABBV ABBVIE INC | 71.80K | 83.82K | +16.7% |
| XLE SELECT SECTOR SPDR TR | 26.59K | 22.22K | -16.4% |
| SON SONOCO PRODS CO | 17.93K | 15.05K | -16.1% |
| AVEM AMERICAN CENTY ETF TR | 36.53K | 42.36K | +15.9% |
| MCD MCDONALDS CORP | 2.10K | 2.43K | +15.9% |
| BRK-A BERKSHIRE HATHAWAY INC… | 13 | 11 | -15.4% |
| GLW CORNING INC | 2.22K | 2.56K | +15.3% |
| FUL FULLER H B CO | 9.13K | 7.73K | -15.3% |
| IUSV ISHARES TR | 344.71K | 397.45K | +15.3% |
| KO COCA COLA CO | 12.84K | 14.80K | +15.2% |
| DYNF BLACKROCK ETF TRUST | 3.81K | 4.39K | +15.2% |
| BNY BANK OF NY MELLON CORP | 151.01K | 128.04K | -15.2% |
| SCHG SCHWAB STRATEGIC TR | 34.11M | 39.21M | +15.0% |
| RY ROYAL BK CDA | 11.85K | 10.11K | -14.7% |
| VIOG VANGUARD ADMIRAL FDS INC | 20.08K | 17.14K | -14.6% |
| AMD ADVANCED MICRO DEVICES… | 4.39K | 5.03K | +14.5% |
| PFE PFIZER INC | 19.73K | 16.99K | -13.9% |
| SCZ ISHARES TR | 14.27K | 12.34K | -13.5% |
| NKE NIKE INC | 8.38K | 9.51K | +13.5% |
| UL UNILEVER PLC | 4.38K | 4.96K | +13.3% |
| IBMP ISHARES TR | 40.43K | 45.73K | +13.1% |
| MDYG SPDR SERIES TRUST | 1.26M | 1.43M | +12.9% |
| ABT ABBOTT LABORATORIES | 23.41K | 26.43K | +12.9% |
| TSM TAIWAN SEMICONDUCTOR… | 3.09K | 3.48K | +12.6% |
| LMT LOCKHEED MARTIN CORP | 2.78K | 2.44K | -12.4% |
| SPTM SPDR SERIES TRUST | 31.54K | 27.65K | -12.3% |
| QUAL ISHARES TR | 5.82K | 6.53K | +12.3% |
| IGM ISHARES TR | 2.45K | 2.15K | -12.2% |
| ITW ILLINOIS TOOL WKS INC | 1.38K | 1.54K | +12.0% |
| FNF FIDELITY NATL FINL INC | 8.08K | 7.12K | -11.9% |
| GEV GE VERNOVA INC | 1.95K | 2.18K | +11.8% |
| SO SOUTHERN CO | 2.11K | 2.36K | +11.6% |
| BNDX VANGUARD CHARLOTTE FDS | 94.21K | 83.26K | -11.6% |
| LOW LOWES COS INC | 3.22K | 2.85K | -11.6% |
| VTWV VANGUARD SCOTTSDALE FDS | 7.17K | 6.38K | -11.1% |
| HACK AMPLIFY ETF TR | 49.51K | 44.11K | -10.9% |
| EMXC ISHARES INC | 13.19K | 11.76K | -10.9% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
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