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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 82
减持 32
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$90.9M
406,207
-67%
减持
LQD
ISHARES TR
-$89.4M
1,083,079
-35%
增持
SPTM
SPDR SER TR
+$87.1M
1,708,871
+1171%
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。
建仓
USIG
ISHARES TR
+$78.6M
1,427,426
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$24.5M
11,743,753
+2%
增持
GTR
WISDOMTREE TR
+$24.3M
1,281,781
+366%
减持
VOO
VANGUARD INDEX FDS
-$23.8M
923,269
-1%
增持
SPYG
SPDR SER TR
-$16.8M
4,205,488
+3%
增持
SPMD
SPDR SER TR
-$15.7M
6,752,720
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$12.4M
5,212,686
+2%
减持
GUNR
FLEXSHARES TR
+$10.9M
3,729,361
-10%
增持
SPSM
SPDR SER TR
-$10.1M
5,592,681
+2%
建仓
IWY
ISHARES TR
+$8.3M
52,251
减持
IVW
ISHARES TR
-$8.2M
950,135
-2%
减持
MTUM
ISHARES TR
-$6.8M
31,085
-53%
增持
XSOE
WISDOMTREE TR
-$6.3M
2,649,375
+5%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$6.1M
354,744
+53%
增持
HYLB
DBX ETF TR
-$6.0M
4,687,546
+2%
增持
VO
VANGUARD INDEX FDS
+$5.9M
53,337
+99%
增持
VNQ
VANGUARD INDEX FDS
-$5.7M
1,006,037
+2%
增持
SPSB
SPDR SER TR
-$5.6M
6,871,144
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$4.9M
5,987,606
-1%
减持
IJH
ISHARES TR
-$4.4M
226,472
-2%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$4.0M
2,263,576
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.8M
2,471,357
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
19,107
+87%
减持
SPYV
SPDR SER TR
-$3.5M
8,223,834
-0%
建仓
MGC
VANGUARD WORLD FD
+$3.2M
20,178
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.2M
1,061,105
+1%
减持
IJR
ISHARES TR
-$3.1M
409,202
-1%
减持
QQQ
INVESCO QQQ TR
-$3.0M
15,084
-29%
增持
EMLC
VANECK ETF TRUST
-$3.0M
3,643,615
+3%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.9M
667,640
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$2.8M
7,601
-42%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.7M
1,386,519
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.3M
488,352
-2%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$2.1M
40,838
减持
VXF
VANGUARD INDEX FDS
-$2.1M
106,992
-1%
减持
MINT
PIMCO ETF TR
-$2.1M
97,877
-16%
清仓
BAND
BANDWIDTH INC
-$2.1M
0
-100%
建仓
FDRR
FIDELITY COVINGTON TRUST
+$2.0M
45,978
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
253,756
+25%
增持
STIP
ISHARES TR
+$1.8M
83,414
+28%
增持
DVY
ISHARES TR
+$1.8M
138,124
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$1.8M
70,012
+8%
增持
SGOV
ISHARES TR
+$1.7M
20,311
+550%
增持
VTI
VANGUARD INDEX FDS
-$1.7M
302,604
+4%
增持
META
META PLATFORMS INC
-$1.6M
14,708
+1%
增持
AGG
ISHARES TR
-$1.6M
233,976
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
656,297
+1%
减持
IVE
ISHARES TR
-$1.4M
379,747
-2%
增持
IAU
ISHARES GOLD TR
+$1.3M
320,198
+6%
建仓
IQLT
ISHARES TR
+$1.3M
34,212
建仓
GSIE
GOLDMAN SACHS ETF TR
+$1.2M
36,468
减持
—
ACCENTURE PLC IRELAND
-$1.1M
14,685
-0%
减持
TIP
ISHARES TR
-$1.1M
4,770
-63%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
27,301
+410%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
37,795
+65%
增持
—
EXXON MOBIL CORP
+$1.0M
36,480
+11%
增持
TSLA
TESLA INC
+$982.0K
2,576
+52%
增持
HD
HOME DEPOT INC
-$978.0K
9,085
+2%
减持
IVV
ISHARES TR
-$970.0K
34,110
-1%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TR
+$926.0K
15,887
增持
BIV
VANGUARD BD INDEX FDS
+$925.0K
19,625
+152%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$920.0K
26,909
-35%
减持
SCHD
SCHWAB STRATEGIC TR
-$910.0K
467,641
-0%
减持
FLRN
SPDR SER TR
-$899.0K
2,294,589
-1%
建仓
SMH
VANECK ETF TRUST
+$845.0K
3,131
增持
EFA
ISHARES TR
-$801.0K
551,115
+5%
建仓
IMCG
ISHARES TR
+$795.0K
12,375
减持
GNR
SPDR INDEX SHS FDS
+$792.0K
96,182
-1%
建仓
RLY
SSGA ACTIVE ETF TR
+$774.0K
25,093
减持
USMV
ISHARES TR
-$747.0K
211,947
-0%
建仓
SPTS
SPDR SER TR
+$727.0K
24,503
建仓
XHB
SPDR SER TR
+$725.0K
11,476
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$706.0K
110,976
+2%
建仓
LIT
GLOBAL X FDS
+$697.0K
9,048
增持
DHR
DANAHER CORPORATION
+$682.0K
5,058
+107%
增持
QTRX
QUANTERIX CORP
-$675.0K
62,355
+6%
增持
WM
WASTE MGMT INC DEL
+$674.0K
9,880
+85%
建仓
TFLO
ISHARES TR
+$641.0K
12,739
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$634.0K
19,595
增持
SUB
ISHARES TR
+$606.0K
18,901
+48%
建仓
IDU
ISHARES TR
+$589.0K
6,474
增持
XLV
SELECT SECTOR SPDR TR
+$571.0K
13,171
+50%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$562.0K
14,366
+193%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$556.0K
812
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$549.0K
64,663
+1%
增持
LOW
LOWES COS INC
-$545.0K
10,727
+2%
建仓
—
EATON CORP PLC
+$515.0K
3,396
增持
VDE
VANGUARD WORLD FDS
+$515.0K
16,774
+2%
建仓
ISTB
ISHARES TR
+$511.0K
10,541
增持
CVX
CHEVRON CORP NEW
+$504.0K
9,719
+6%
减持
TDTT
FLEXSHARES TR
-$502.0K
542,491
-2%
增持
IUSV
ISHARES TR
+$501.0K
33,880
+25%
增持
VHT
VANGUARD WORLD FDS
+$492.0K
8,964
+34%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$485.0K
161,358
+4%
建仓
BIL
SPDR SER TR
+$475.0K
5,194
清仓
PRCH
PORCH GROUP INC
-$475.0K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$466.0K
57,275
+21%
增持
VXUS
VANGUARD STAR FDS
-$466.0K
125,951
+0%
增持
ABBV
ABBVIE INC
+$459.0K
5,327
+78%
建仓
CMF
ISHARES TR
+$457.0K
7,856
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$445.0K
36,633
-40%
增持
PG
PROCTER AND GAMBLE CO
-$445.0K
53,713
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$443.0K
34,206
+54%
增持
VFH
VANGUARD WORLD FDS
+$441.0K
10,686
+85%
清仓
TWLO
TWILIO INC
-$435.0K
0
-100%
减持
PFE
PFIZER INC
-$406.0K
40,947
-4%
清仓
—
AVALARA INC
-$397.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$395.0K
4,524
增持
SHOP
SHOPIFY INC
-$387.0K
749
+16%
增持
XLK
SELECT SECTOR SPDR TR
+$374.0K
21,212
+23%
清仓
IGSB
ISHARES TR
-$372.0K
0
-100%
增持
XT
ISHARES TR
+$371.0K
11,069
+159%
建仓
HEFA
ISHARES TR
+$368.0K
10,832
清仓
—
SMARTSHEET INC
-$360.0K
0
-100%
增持
—
SUMMIT MATLS INC
-$359.0K
41,396
+1%
增持
ITW
ILLINOIS TOOL WKS INC
-$339.0K
9,567
+1%
增持
FOXF
FOX FACTORY HLDG CORP
-$329.0K
4,764
+2%
增持
JPM
JPMORGAN CHASE & CO
-$329.0K
25,690
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$323.0K
3,533
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$316.0K
53,612
+10%
清仓
NEO
NEOGENOMICS INC
-$314.0K
0
-100%
增持
IWV
ISHARES TR
+$311.0K
3,015
+74%
增持
VYM
VANGUARD WHITEHALL FDS
+$310.0K
57,737
+5%
增持
FUTY
FIDELITY COVINGTON TRUST
+$308.0K
48,223
+12%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$305.0K
2,588
增持
CINF
CINCINNATI FINL CORP
+$303.0K
7,606
+19%
清仓
VV
VANGUARD INDEX FDS
-$301.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$299.0K
23,301
+4%
增持
NEE
NEXTERA ENERGY INC
-$292.0K
35,279
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$292.0K
105,392
+104%
增持
GD
GENERAL DYNAMICS CORP
+$287.0K
7,459
+3%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$286.0K
19,847
-3%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$282.0K
55,164
+12%
建仓
MOAT
VANECK ETF TRUST
+$276.0K
3,699
增持
VTEB
VANGUARD MUN BD FDS
+$276.0K
82,469
+14%
增持
CSCO
CISCO SYS INC
-$270.0K
39,983
+1%
增持
AMZN
AMAZON COM INC
+$269.0K
2,163
+6%
增持
NFLX
NETFLIX INC
-$269.0K
1,695
+13%
增持
HDEF
DBX ETF TR
+$268.0K
164,532
+5%
增持
IGE
ISHARES TR
+$267.0K
15,714
+34%
建仓
IBB
ISHARES TR
+$266.0K
2,045
减持
VLUE
ISHARES TR
-$262.0K
14,614
-11%
建仓
GME
GAMESTOP CORP NEW
+$260.0K
1,562
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$258.0K
108,780
+8%
减持
IYW
ISHARES TR
-$253.0K
10,474
-10%
减持
INTU
INTUIT
-$250.0K
1,515
-0%
减持
—
BLACKROCK INC
-$249.0K
1,433
-2%
