小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 82
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$158.2M
483,235
-52%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$80.6M
9,476,185
-28%
减持
VTIP
VANGUARD MALVERN FDS
-$66.4M
4,718,298
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。
-21%
减持
SPMD
SPDR SER TR
-$62.6M
5,067,367
-30%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$54.1M
4,034,767
-30%
减持
SPSM
SPDR SER TR
-$48.8M
4,210,086
-30%
减持
LQD
ISHARES TR
-$47.5M
592,761
-45%
减持
SPSB
SPDR SER TR
-$47.2M
4,881,148
-25%
减持
HYLB
DBX ETF TR
-$41.8M
3,418,501
-29%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$28.7M
1,879,139
-21%
减持
GUNR
FLEXSHARES TR
-$26.2M
2,525,081
-30%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$25.2M
1,811,956
-31%
减持
XSOE
WISDOMTREE TR
-$20.5M
2,113,511
-32%
减持
VNQ
VANGUARD INDEX FDS
-$18.7M
818,865
-24%
减持
EMLC
VANECK ETF TRUST
-$17.9M
2,960,015
-25%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$16.4M
1,015,282
-27%
增持
EMXC
ISHARES INC
+$14.1M
302,166
+6436%
减持
SPYV
SPDR SER TR
-$12.0M
7,099,201
-15%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$11.4M
844,844
-19%
增持
SPTM
SPDR SER TR
+$11.1M
1,968,043
+6%
减持
SPYG
SPDR SER TR
-$10.1M
4,424,461
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.8M
654,837
+10%
减持
FLRN
SPDR SER TR
-$9.1M
1,873,112
-14%
增持
EFA
ISHARES TR
+$6.2M
623,566
+1%
减持
IVE
ISHARES TR
+$6.1M
403,827
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$6.0M
527,542
-19%
增持
USIG
ISHARES TR
+$5.3M
1,683,395
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$5.2M
405,853
+53%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.4M
213,414
+628%
增持
DVY
ISHARES TR
+$4.3M
184,627
+10%
减持
IJH
ISHARES TR
+$4.2M
215,607
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.1M
490,575
-14%
增持
IVV
ISHARES TR
+$4.1M
46,239
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
39,168
+30%
增持
SPEM
SPDR INDEX SHS FDS
+$3.9M
550,099
+20%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.5M
510,717
+3%
增持
IWY
ISHARES TR
+$3.4M
89,216
+45%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$3.3M
71,381
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$3.3M
44,819
增持
DGRW
WISDOMTREE TR
+$3.2M
57,389
+1138%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.2M
103,807
+215%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
14,825
+92%
增持
DBMF
LITMAN GREGORY FDS TR
-$2.8M
756,326
+3%
增持
GTR
WISDOMTREE TR
+$2.6M
2,472,998
+6%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
58,067
+27%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.5M
14,115
+517%
建仓
FNDF
SCHWAB STRATEGIC TR
+$2.5M
85,110
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
122,714
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
88,111
+18%
清仓
IDU
ISHARES TR
-$2.4M
0
-100%
清仓
CDC
VICTORY PORTFOLIOS II
-$2.3M
0
-100%
增持
ISTB
ISHARES TR
+$2.1M
50,288
+835%
减持
IJR
ISHARES TR
+$2.1M
407,375
-3%
清仓
IYK
ISHARES TR
-$2.1M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
54,870
+7%
增持
SPYM
SPDR SER TR
+$1.8M
51,317
+303%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.8M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$1.8M
879,015
+2%
建仓
SPBO
SPDR SER TR
+$1.7M
59,945
增持
—
EXXON MOBIL CORP
+$1.6M
43,111
+21%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
259,247
-9%
建仓
MUNI
PIMCO ETF TR
+$1.5M
29,046
增持
HYD
VANECK ETF TRUST
+$1.5M
34,012
+562%
增持
IQLT
ISHARES TR
+$1.4M
73,428
+117%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
244,867
+2%
增持
SUB
ISHARES TR
+$1.4M
29,823
+81%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
67,179
+593%
增持
MUB
ISHARES TR
+$1.3M
45,017
+36%
增持
CVX
CHEVRON CORP NEW
+$1.3M
15,321
+51%
增持
AMZN
AMAZON COM INC
-$1.2M
50,298
+4%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.2M
59,281
增持
AAPL
APPLE INC
-$1.2M
162,021
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
58,455
+6%
增持
TSLA
TESLA INC
-$1.1M
9,323
+12%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.0M
18,290
+48%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.0M
68,015
+277%
增持
DWM
WISDOMTREE TR
+$953.6K
97,227
+8%
增持
RWX
SPDR INDEX SHS FDS
+$941.8K
76,160
+67%
增持
JPM
JPMORGAN CHASE & CO
+$918.5K
26,245
+5%
增持
HDEF
DBX ETF TR
+$915.1K
203,490
+5%
清仓
—
ISHARES TR
-$902.0K
0
-100%
增持
EBND
SPDR SER TR
+$872.4K
119,960
+43%
减持
HYG
ISHARES TR
-$854.4K
43,904
-23%
减持
VHT
VANGUARD WORLD FDS
-$830.0K
7,583
-37%
减持
AGG
ISHARES TR
-$789.1K
228,095
-4%
建仓
SCHO
SCHWAB STRATEGIC TR
+$773.1K
16,026
减持
ITOT
ISHARES TR
+$769.0K
354,092
-4%
增持
PFE
PFIZER INC
+$764.8K
50,386
+21%
增持
EEM
ISHARES TR
+$762.3K
45,654
+65%
建仓
MGC
VANGUARD WORLD FD
+$761.3K
5,750
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$745.0K
0
-100%
增持
EFG
ISHARES TR
+$744.7K
36,769
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$743.7K
25,850
+13%
建仓
COWZ
PACER FDS TR
+$729.6K
15,775
增持
XLP
SELECT SECTOR SPDR TR
+$684.4K
61,481
+5%
增持
DES
WISDOMTREE TR
+$675.4K
132,503
+10%
增持
SCHR
SCHWAB STRATEGIC TR
+$674.6K
55,648
+32%
增持
MRK
MERCK & CO INC
+$668.9K
22,612
+6%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$652.0K
3,762
清仓
—
TRONOX HOLDINGS PLC
-$643.0K
0
-100%
减持
META
META PLATFORMS INC
-$641.0K
6,207
-39%
增持
CUT
INVESCO EXCH TRADED FD TR II
+$638.4K
197,327
+2%
减持
STIP
ISHARES TR
-$617.9K
93,616
-7%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$604.7K
7,347
-62%
建仓
SPMB
SPDR SER TR
+$591.0K
27,235
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$587.5K
3,592
减持
FVAL
FIDELITY COVINGTON TRUST
-$583.5K
45,143
-30%
增持
SCHC
SCHWAB STRATEGIC TR
+$581.8K
40,382
+63%
增持
IOO
ISHARES TR
+$552.7K
27,349
+36%
增持
CWI
SPDR INDEX SHS FDS
+$545.2K
148,554
+4%
减持
GNR
SPDR INDEX SHS FDS
+$531.8K
87,579
-3%
增持
PM
PHILIP MORRIS INTL INC
+$528.0K
26,065
+3%
增持
TD
TORONTO DOMINION BK ONT
+$527.1K
18,902
+66%
减持
VLUE
ISHARES TR
-$526.8K
5,258
-57%
增持
SDY
SPDR SER TR
+$525.8K
16,456
+20%
增持
NKE
NIKE INC
+$509.7K
10,167
+24%
减持
USMV
ISHARES TR
+$479.8K
215,336
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$472.1K
122,553
-1%
增持
JNJ
JOHNSON & JOHNSON
+$465.6K
24,005
+4%
增持
IDXX
IDEXX LABS INC
+$459.0K
2,015
+81%
增持
XLU
SELECT SECTOR SPDR TR
+$456.2K
30,911
+18%
清仓
PYPL
PAYPAL HLDGS INC
-$424.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$420.3K
3,629
+4%
增持
PTLC
PACER FDS TR
+$418.4K
18,736
+149%
建仓
IBMQ
ISHARES TR
+$412.2K
16,424
减持
MCD
MCDONALDS CORP
+$411.5K
14,604
-2%
减持
VO
VANGUARD INDEX FDS
+$410.4K
33,425
-2%
增持
AMGN
AMGEN INC
+$403.3K
7,803
+7%
建仓
D
DOMINION ENERGY INC
+$396.4K
6,465
增持
MTUM
ISHARES TR
+$396.3K
19,786
+4%
减持
IWM
ISHARES TR
-$395.8K
24,663
-13%
增持
FUTY
FIDELITY COVINGTON TRUST
+$391.3K
62,205
+7%
增持
HD
HOME DEPOT INC
+$390.5K
8,942
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$388.3K
114,513
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$384.5K
23,321
+11%
减持
TGT
TARGET CORP
-$377.7K
14,179
-16%
增持
UNP
UNION PAC CORP
+$377.2K
9,727
+16%
减持
ITW
ILLINOIS TOOL WKS INC
+$375.7K
9,554
-0%
增持
CSCO
CISCO SYS INC
+$366.9K
41,391
+3%
增持
AFL
AFLAC INC
+$363.5K
23,026
+0%
减持
QQQ
INVESCO QQQ TR
-$362.9K
10,215
-11%
增持
RWR
SPDR SER TR
+$362.5K
19,077
+24%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$355.8K
18,098
+58%
增持
BA
BOEING CO
+$354.7K
3,059
+62%
增持
DEM
WISDOMTREE TR
+$352.5K
59,216
+10%
增持
VDE
VANGUARD WORLD FDS
+$352.1K
16,673
+1%
清仓
KHC
KRAFT HEINZ CO
-$351.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$351.0K
54,915
+2%
增持
NEE
NEXTERA ENERGY INC
+$341.3K
36,068
+6%
