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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 71
减持 43
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
-$33.6M
13,155,549
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$19.3M
5,791,978
+5%
增持
VOO
VANGUARD INDEX FDS
-$14.6M
999,027
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。
+1%
增持
SPYV
SPDR SER TR
-$12.5M
8,353,995
+2%
增持
GTR
WISDOMTREE TR
+$9.9M
2,332,991
+29%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.6M
572,790
+42%
减持
LQD
ISHARES TR
-$8.3M
1,073,577
-0%
减持
MINT
PIMCO ETF TR
-$8.0M
9,905
-89%
增持
VNQ
VANGUARD INDEX FDS
-$8.0M
1,075,790
+4%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$7.8M
2,624,555
+8%
增持
XSOE
WISDOMTREE TR
-$7.1M
3,123,118
+7%
增持
SPSM
SPDR SER TR
-$7.0M
6,003,087
+2%
增持
SPMD
SPDR SER TR
-$6.4M
7,208,482
+1%
减持
VTI
VANGUARD INDEX FDS
-$6.2M
284,986
-6%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.0M
120,661
-45%
减持
HYLB
DBX ETF TR
-$6.0M
4,795,488
-1%
减持
SPSB
SPDR SER TR
-$6.0M
6,523,949
-1%
增持
EMLC
VANECK ETF TRUST
-$5.0M
3,930,541
+2%
增持
GUNR
FLEXSHARES TR
-$4.4M
3,615,794
+2%
增持
IWM
ISHARES TR
+$3.8M
28,472
+440%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$3.6M
1,388,071
+0%
增持
SPYG
SPDR SER TR
-$3.5M
4,676,813
+3%
增持
IVE
ISHARES TR
+$3.4M
408,608
+14%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.4M
596,450
+18%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.3M
2,376,311
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.3M
1,041,971
-0%
减持
IVW
ISHARES TR
-$3.1M
923,492
-1%
增持
EFA
ISHARES TR
-$2.9M
619,586
+3%
建仓
VBR
VANGUARD INDEX FDS
+$2.9M
20,010
增持
USIG
ISHARES TR
-$2.8M
1,610,372
+2%
减持
IJR
ISHARES TR
-$2.6M
418,434
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.6M
497,299
+1%
减持
ITOT
ISHARES TR
-$2.4M
367,836
-3%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
45,596
+84%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.1M
732,316
+4%
减持
IJH
ISHARES TR
-$2.1M
218,872
-1%
增持
GLD
SPDR GOLD TR
+$2.0M
20,882
+187%
清仓
FDRR
FIDELITY COVINGTON TRUST
-$1.8M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$1.7M
34,056
-17%
减持
XLV
SELECT SECTOR SPDR TR
-$1.6M
22,855
-33%
减持
XT
ISHARES TR
-$1.6M
26,134
-54%
增持
BSV
VANGUARD BD INDEX FDS
+$1.6M
860,862
+5%
减持
VOE
VANGUARD INDEX FDS
-$1.5M
6,214
-65%
增持
SGOV
ISHARES TR
+$1.5M
42,664
+54%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$1.5M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
-$1.4M
458,152
+2%
增持
VTIP
VANGUARD MALVERN FDS
-$1.4M
5,960,139
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
648,961
-1%
减持
MSFT
MICROSOFT CORP
-$1.3M
53,381
-0%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
11,944
-70%
建仓
IOO
ISHARES TR
+$1.2M
20,151
增持
IDU
ISHARES TR
+$1.2M
29,528
+106%
增持
IYK
ISHARES TR
+$1.2M
11,417
+148%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
25,306
-21%
减持
VXUS
VANGUARD STAR FDS
-$1.1M
100,909
-8%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$1.0M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$982.0K
26,296
+149%
增持
AGG
ISHARES TR
-$892.0K
237,820
+2%
增持
PG
PROCTER AND GAMBLE CO
-$850.0K
51,446
+1%
增持
BIL
SPDR SER TR
+$849.0K
35,134
+36%
增持
GBIL
GOLDMAN SACHS ETF TR
+$833.0K
29,230
+40%
增持
CDC
VICTORY PORTFOLIOS II
+$808.0K
38,693
+72%
增持
SPDW
SPDR INDEX SHS FDS
-$788.0K
264,618
+0%
清仓
GO
GROCERY OUTLET HLDG CORP
-$759.0K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$751.0K
61,255
-2%
增持
TDTT
FLEXSHARES TR
-$706.0K
532,749
+0%
建仓
SCHC
SCHWAB STRATEGIC TR
+$689.0K
24,812
建仓
PAUG
INNOVATOR ETFS TR
+$676.0K
25,047
建仓
TIPX
SPDR SER TR
+$668.0K
36,693
增持
AMZN
AMAZON COM INC
+$652.0K
48,338
+7%
清仓
LIT
GLOBAL X FDS
-$623.0K
0
-100%
增持
AAPL
APPLE INC
+$622.0K
161,142
+2%
增持
GOOG
ALPHABET INC
-$592.0K
34,710
+1833%
增持
—
TRAVELCENTERS OF AMERICA INC
+$554.0K
26,874
+4%
增持
CUT
INVESCO EXCH TRADED FD TR II
-$533.0K
193,448
+2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$529.0K
23,776
+60%
增持
VYM
VANGUARD WHITEHALL FDS
+$521.0K
74,698
+16%
增持
STIP
ISHARES TR
+$513.0K
100,875
+11%
建仓
HUBS
HUBSPOT INC
+$505.0K
1,869
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$487.0K
165,841
+1%
清仓
GLDD
GREAT LAKES DREDGE & DOCK CO
-$479.0K
0
-100%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$472.0K
11,465
增持
DVY
ISHARES TR
+$466.0K
167,932
+13%
增持
HYS
PIMCO ETF TR
+$460.0K
19,427
+39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$456.0K
30,128
+8%
减持
IWY
ISHARES TR
-$455.0K
61,506
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$438.0K
119,575
+3%
增持
TSLA
TESLA INC
+$433.0K
8,345
+216%
增持
UNH
UNITEDHEALTH GROUP INC
+$416.0K
5,478
+20%
减持
MMM
3M CO
-$414.0K
3,599
-43%
增持
USMV
ISHARES TR
-$413.0K
227,626
+3%
减持
PM
PHILIP MORRIS INTL INC
-$412.0K
25,420
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$400.0K
28,853
-2%
增持
RWO
SPDR INDEX SHS FDS
-$399.0K
83,107
+2%
增持
FLOT
ISHARES TR
+$373.0K
22,293
+49%
减持
CWI
SPDR INDEX SHS FDS
-$373.0K
142,831
-0%
减持
PFE
PFIZER INC
-$364.0K
41,518
-0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$358.0K
13,143
+163%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$350.0K
1,493
+35%
增持
HDEF
DBX ETF TR
-$349.0K
193,781
+4%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$333.0K
4,525
增持
VTEB
VANGUARD MUN BD FDS
+$329.0K
109,660
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$322.0K
2,613
-42%
建仓
OZK
BANK OZK
+$316.0K
8,000
减持
QQQ
INVESCO QQQ TR
-$312.0K
11,536
-5%
增持
QTRX
QUANTERIX CORP
-$312.0K
63,317
+2%
减持
MTUM
ISHARES TR
-$307.0K
18,992
-7%
减持
IWL
ISHARES TR
-$305.0K
11,607
-19%
减持
INTC
INTEL CORP
-$292.0K
24,897
-0%
增持
—
ACCENTURE PLC IRELAND
-$291.0K
14,453
+0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$290.0K
25,763
+1%
减持
HYG
ISHARES TR
-$287.0K
57,255
-4%
增持
JNJ
JOHNSON & JOHNSON
-$286.0K
23,109
+1%
建仓
PTLC
PACER FDS TR
+$284.0K
7,539
减持
NVDA
NVIDIA CORPORATION
-$282.0K
5,364
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$279.0K
55,141
+7%
增持
IVV
ISHARES TR
-$274.0K
38,170
+4%
增持
DWM
WISDOMTREE TR
-$261.0K
90,163
+6%
减持
T
AT&T INC
-$253.0K
30,218
-12%
建仓
IUSB
ISHARES TR
+$251.0K
5,647
建仓
DGRW
WISDOMTREE TR
+$250.0K
4,635
建仓
QUAL
ISHARES TR
+$249.0K
2,398
减持
—
TRONOX HOLDINGS PLC
-$248.0K
52,464
-1%
清仓
—
PING IDENTITY HLDG CORP
-$248.0K
0
-100%
增持
VXF
VANGUARD INDEX FDS
-$245.0K
106,602
+1%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$242.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$239.0K
14,897
+0%
减持
GNR
SPDR INDEX SHS FDS
-$239.0K
90,212
-0%
清仓
SYY
SYSCO CORP
-$232.0K
0
-100%
建仓
MXCT
MAXCYTE INC
+$225.0K
34,559
增持
FBND
FIDELITY MERRIMACK STR TR
+$219.0K
32,912
+23%
清仓
WPC
WP CAREY INC
-$219.0K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$219.0K
0
-100%
清仓
IYF
ISHARES TR
-$219.0K
0
-100%
清仓
WIP
SPDR SER TR
-$218.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$217.0K
2,908
-32%
建仓
DOMO
DOMO INC
+$217.0K
12,069
增持
DGRO
ISHARES TR
-$217.0K
78,607
+1%
建仓
VBK
VANGUARD INDEX FDS
+$217.0K
1,114
减持
JPM
JPMORGAN CHASE & CO
-$214.0K
24,893
-0%
清仓
ORCL
ORACLE CORP
-$211.0K
0
-100%
清仓
PJAN
INNOVATOR ETFS TR
-$210.0K
0
-100%
减持
IUSV
ISHARES TR
-$209.0K
23,990
-6%
清仓
DLN
WISDOMTREE TR
-$208.0K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$208.0K
2,884
减持
BNY
BANK NEW YORK MELLON CORP
-$207.0K
12,422
-24%
建仓
URI
UNITED RENTALS INC
+$207.0K
765
清仓
IGM
ISHARES TR
-$205.0K
0
-100%
建仓
EMXC
ISHARES INC
+$205.0K
4,623
减持
VFC
V F CORP
-$205.0K
7,371
-23%
