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Valmark Advisers, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Valmark Advisers, Inc.
报告期 2026-03-31 · CIK 0001380443
持仓数
677
前50大市值合计
$6.80B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 85
减持 32
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
+$33.5M
4,074,392
-0%
增持
SPYV
SPDR SER TR
+$29.2M
8,258,582
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$27.1M
11,525,941
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SPMD
SPDR SER TR
+$23.6M
6,718,228
-0%
增持
ITOT
ISHARES TR
+$17.3M
1,233,294
+6%
减持
VOO
VANGUARD INDEX FDS
+$16.8M
932,598
-6%
增持
SPSM
SPDR SER TR
+$13.6M
5,489,792
+1%
增持
USMV
ISHARES TR
+$13.2M
212,455
+288%
增持
SPEM
SPDR INDEX SHS FDS
+$11.9M
402,756
+255%
减持
EEM
ISHARES TR
-$11.2M
28,055
-89%
减持
VNQ
VANGUARD INDEX FDS
+$9.7M
988,882
-4%
减持
GUNR
FLEXSHARES TR
+$9.6M
4,145,563
-2%
增持
MTUM
ISHARES TR
+$9.0M
66,114
+287%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.6M
5,112,546
+5%
减持
IVW
ISHARES TR
+$7.4M
965,595
-3%
建仓
GTR
WISDOMTREE TR
+$7.2M
275,266
增持
AAPL
APPLE INC
+$6.5M
139,985
+8%
增持
LQD
ISHARES TR
+$5.6M
1,662,726
+3%
减持
VTI
VANGUARD INDEX FDS
+$5.4M
292,269
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.3M
467,674
+7%
增持
SPSB
SPDR SER TR
+$4.4M
6,866,363
+3%
增持
HYLB
DBX ETF TR
+$4.2M
4,588,654
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
13,164
-45%
增持
XSOE
WISDOMTREE TR
+$3.5M
2,518,252
+5%
增持
MSFT
MICROSOFT CORP
+$2.9M
49,726
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$2.9M
6,061,106
+3%
增持
IVV
ISHARES TR
+$2.9M
34,477
+9%
减持
IJH
ISHARES TR
+$2.6M
230,177
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.4M
108,893
+2%
减持
IVE
ISHARES TR
+$2.3M
386,264
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.2M
2,469,251
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.2M
154,972
+7%
增持
EFA
ISHARES TR
+$2.1M
525,702
+5%
增持
VXF
VANGUARD INDEX FDS
+$2.0M
108,255
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$2.0M
754,151
+5%
增持
DVY
ISHARES TR
+$1.9M
129,489
+6%
增持
FLRN
SPDR SER TR
+$1.7M
2,316,467
+3%
减持
IWM
ISHARES TR
-$1.6M
5,925
-56%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.6M
0
-100%
增持
SPTM
SPDR SER TR
+$1.6M
134,473
+13%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
51,037
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.5M
2,254,515
+6%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
52,889
+4%
增持
UNP
UNION PAC CORP
+$1.5M
7,318
+334%
增持
—
ACCENTURE PLC IRELAND
+$1.4M
14,708
+0%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$1.4M
49,195
+127%
增持
VLUE
ISHARES TR
+$1.4M
16,348
+286%
增持
IUSG
ISHARES TR
+$1.3M
34,886
+30%
增持
QQQ
INVESCO QQQ TR
+$1.2M
21,236
+5%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.1M
20,385
-36%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.1M
1,365,437
+2%
增持
PFE
PFIZER INC
+$1.1M
42,785
+27%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
279,873
+11%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.0M
202,693
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$1.0M
72,400
+34%
增持
EMLC
VANECK ETF TRUST
+$1.0M
3,542,326
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$959.0K
124,801
+13%
增持
AGG
ISHARES TR
+$954.0K
233,660
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$927.0K
175,686
+37%
增持
VYM
VANGUARD WHITEHALL FDS
+$889.0K
55,045
+8%
增持
STIP
ISHARES TR
+$886.0K
65,310
+14%
增持
VUSB
VANGUARD BD INDEX FDS
+$881.0K
47,300
+60%
清仓
—
EVERBRIDGE INC
-$766.0K
0
-100%
清仓
—
ANAPLAN INC
-$699.0K
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$686.0K
2,887
减持
HD
HOME DEPOT INC
+$670.0K
8,908
-3%
增持
GOOG
ALPHABET INC
+$601.0K
1,735
+5%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$595.0K
28,481
+19%
增持
NEE
NEXTERA ENERGY INC
+$585.0K
35,133
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$571.0K
17,234
+6%
增持
DBMF
LITMAN GREGORY FDS TR
-$570.0K
628,272
+5%
增持
LLY
LILLY ELI & CO
+$567.0K
5,080
+40%
建仓
IBMP
ISHARES TR
+$562.0K
20,788
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$548.0K
12,272
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$547.0K
1,052,506
+2%
减持
LOW
LOWES COS INC
+$547.0K
10,501
-2%
减持
IJR
ISHARES TR
+$545.0K
412,992
-4%
增持
TSLA
TESLA INC
+$542.0K
1,698
+5%
增持
FMB
FIRST TR EXCH TRADED FD III
+$538.0K
13,823
+214%
增持
RWO
SPDR INDEX SHS FDS
+$519.0K
85,136
+1%
建仓
FDX
FEDEX CORP
+$517.0K
1,999
建仓
CNC
CENTENE CORP DEL
+$511.0K
6,200
增持
UNH
UNITEDHEALTH GROUP INC
+$509.0K
4,335
+2%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$505.0K
100,905
+3%
建仓
GO
GROCERY OUTLET HLDG CORP
+$496.0K
17,534
建仓
SPYM
SPDR SER TR
+$493.0K
8,836
建仓
IWV
ISHARES TR
+$480.0K
1,731
建仓
EFAV
ISHARES TR
+$467.0K
6,082
减持
RPD
RAPID7 INC
-$453.0K
7,150
-38%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$446.0K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$439.0K
63,898
-5%
增持
VTV
VANGUARD INDEX FDS
+$432.0K
14,938
+15%
增持
HON
HONEYWELL INTL INC
+$419.0K
4,727
+77%
增持
XLP
SELECT SECTOR SPDR TR
+$417.0K
48,668
+0%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$415.0K
14,340
增持
BAND
BANDWIDTH INC
-$412.0K
28,667
+5%
增持
VUG
VANGUARD INDEX FDS
+$411.0K
5,488
+18%
增持
SCHB
SCHWAB STRATEGIC TR
+$406.0K
39,773
+1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$405.0K
43,242
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$396.0K
8,753
+33%
增持
—
ISHARES TR
+$395.0K
34,075
+72%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$395.0K
7,823
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$392.0K
41,366
+21%
增持
PEP
PEPSICO INC
+$390.0K
16,105
+1%
建仓
SCHE
SCHWAB STRATEGIC TR
+$390.0K
13,160
减持
IAU
ISHARES GOLD TR
+$387.0K
301,081
-0%
增持
CSCO
CISCO SYS INC
+$384.0K
39,441
+2%
增持
ESGV
VANGUARD WORLD FD
+$384.0K
11,766
+45%
减持
ITW
ILLINOIS TOOL WKS INC
+$378.0K
9,491
-0%
建仓
ELV
ANTHEM INC
+$377.0K
812
增持
ICSH
ISHARES TR
+$374.0K
12,492
+147%
建仓
HYDW
DBX ETF TR
+$371.0K
7,340
增持
BDX
BECTON DICKINSON & CO
+$360.0K
4,661
+41%
建仓
IJJ
ISHARES TR
+$360.0K
3,249
增持
SCHM
SCHWAB STRATEGIC TR
+$359.0K
48,121
+5%
建仓
PDEC
INNOVATOR ETFS TR
+$355.0K
11,179
减持
FITB
FIFTH THIRD BANCORP
-$352.0K
6,142
-58%
增持
AFL
AFLAC INC
+$351.0K
23,549
+20%
减持
VXUS
VANGUARD STAR FDS
-$347.0K
125,688
-5%
建仓
TXN
TEXAS INSTRS INC
+$342.0K
1,813
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$341.0K
232,618
+3%
减持
TWLO
TWILIO INC
-$334.0K
1,651
-31%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$328.0K
6,212
建仓
SJM
SMUCKER J M CO
+$328.0K
2,416
增持
MINT
PIMCO ETF TR
+$326.0K
116,896
+3%
增持
CVX
CHEVRON CORP NEW
+$318.0K
9,195
+23%
增持
SDY
SPDR SER TR
+$317.0K
11,977
+15%
减持
—
AVALARA INC
-$317.0K
3,073
-25%
增持
ABT
ABBOTT LABS
+$316.0K
13,922
+0%
建仓
DRIV
GLOBAL X FDS
+$310.0K
10,151
增持
DES
WISDOMTREE TR
+$305.0K
88,125
+5%
减持
CMCSA
COMCAST CORP NEW
-$303.0K
40,646
-3%
建仓
ZTS
ZOETIS INC
+$299.0K
1,227
减持
IWL
ISHARES TR
+$297.0K
30,118
-1%
增持
NKE
NIKE INC
+$296.0K
8,160
+11%
清仓
MS
MORGAN STANLEY
-$294.0K
0
-100%
增持
BOX
BOX INC
+$291.0K
32,517
+37%
减持
NVDA
NVIDIA CORPORATION
-$288.0K
3,642
-44%
建仓
IXN
ISHARES TR
+$285.0K
4,428
建仓
KLAC
KLA CORP
+$284.0K
660
增持
QTRX
QUANTERIX CORP
-$284.0K
58,841
+5%
减持
—
SUMMIT MATLS INC
+$281.0K
40,970
-4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$279.0K
73,530
-15%
清仓
IHI
ISHARES TR
-$276.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$276.0K
5,957
-5%
减持
NICE
NICE LTD
-$264.0K
1,000
-50%
增持
XLY
SELECT SECTOR SPDR TR
+$264.0K
7,106
+7%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$262.0K
4,835
清仓
—
HILL-ROM HLDGS INC
-$259.0K
0
-100%
