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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 21
增持 93
减持 27
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.9M
9,600,511
+1%
增持
SPYG
SPDR SER TR
+$32.8M
4,642,281
+5%
增持
EMXC
ISHARES INC
+$22.6M
748,945
+148%
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。
增持
SPYV
SPDR SER TR
+$20.1M
7,274,457
+2%
增持
SPMD
SPDR SER TR
+$15.3M
5,248,804
+4%
增持
USIG
ISHARES TR
+$13.4M
1,896,954
+13%
增持
VOO
VANGUARD INDEX FDS
+$12.9M
485,656
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$12.2M
4,863,932
+3%
增持
SPTM
SPDR SER TR
+$10.8M
2,059,473
+5%
增持
SPSM
SPDR SER TR
+$10.4M
4,397,088
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.9M
3,647,273
-10%
增持
HYLB
DBX ETF TR
+$8.3M
3,555,367
+4%
增持
SPSB
SPDR SER TR
+$7.3M
5,085,886
+4%
增持
GTR
WISDOMTREE TR
+$7.2M
2,756,323
+11%
增持
AAPL
APPLE INC
+$6.3M
165,619
+2%
增持
EMLC
VANECK ETF TRUST
+$5.5M
3,058,837
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.0M
1,941,230
+3%
减持
IVW
ISHARES TR
+$4.8M
911,058
-0%
增持
VNQ
VANGUARD INDEX FDS
+$4.5M
867,427
+6%
增持
EFA
ISHARES TR
+$4.4M
633,252
+2%
增持
XSOE
WISDOMTREE TR
+$3.7M
2,158,082
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.7M
885,364
+5%
增持
IVV
ISHARES TR
+$3.6M
51,947
+12%
增持
MSFT
MICROSOFT CORP
+$3.3M
55,276
+5%
减持
BIL
SPDR SER TR
-$3.1M
3,491
-91%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.6M
1,049,317
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$2.6M
899,465
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
708,025
+8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
521,504
+2%
增持
FLRN
SPDR SER TR
+$2.3M
1,945,444
+4%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$2.0M
1,896,202
+5%
增持
IWY
ISHARES TR
+$1.9M
91,435
+2%
减持
IVE
ISHARES TR
+$1.9M
398,758
-1%
增持
AMZN
AMAZON COM INC
+$1.9M
58,907
+17%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
547,654
+4%
增持
SPYM
SPDR SER TR
+$1.7M
83,650
+63%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.7M
270,024
+27%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
减持
ITOT
ISHARES TR
+$1.6M
349,604
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
8,921
+52%
减持
IJH
ISHARES TR
+$1.6M
214,863
-0%
减持
IWM
ISHARES TR
-$1.5M
15,435
-37%
增持
AGG
ISHARES TR
+$1.4M
236,076
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
516,403
+5%
建仓
—
LINDE PLC
+$1.4M
3,864
增持
SPDW
SPDR INDEX SHS FDS
+$1.3M
416,593
+3%
增持
GUNR
FLEXSHARES TR
+$1.3M
2,626,039
+4%
清仓
—
LINDE PLC
-$1.3M
0
-100%
增持
PMAR
INNOVATOR ETFS TR
+$1.2M
47,894
+371%
清仓
—
TRAVELCENTERS OF AMERICA INC
-$1.2M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
128,344
+5%
减持
VBR
VANGUARD INDEX FDS
-$1.1M
9,541
-42%
增持
VXF
VANGUARD INDEX FDS
+$1.1M
106,283
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
42,515
+9%
增持
TSLA
TESLA INC
+$996.9K
10,341
+11%
减持
LQD
ISHARES TR
-$992.1K
561,104
-5%
建仓
LULU
LULULEMON ATHLETICA INC
+$974.6K
2,676
清仓
CFG
CITIZENS FINL GROUP INC
-$964.1K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
-$962.9K
800,523
+6%
减持
SGOV
ISHARES TR
-$886.8K
36,849
-20%
建仓
—
ISHARES TR
+$878.6K
34,879
增持
MGC
VANGUARD WORLD FD
+$877.4K
11,448
+99%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$866.4K
2,593
清仓
EBC
EASTERN BANKSHARES INC
-$857.4K
0
-100%
建仓
—
ISHARES TR
+$833.6K
33,900
增持
VYM
VANGUARD WHITEHALL FDS
+$792.1K
97,882
+11%
建仓
—
ISHARES TR
+$773.4K
32,213
增持
XLK
SELECT SECTOR SPDR TR
+$766.7K
25,892
+3%
建仓
—
ISHARES TR
+$763.5K
30,772
建仓
—
SUPER MICRO COMPUTER INC
+$747.3K
7,014
减持
IJR
ISHARES TR
+$698.3K
405,917
-0%
增持
VGT
VANGUARD WORLD FDS
+$676.7K
3,916
+50%
减持
KEY
KEYCORP
-$669.8K
130,229
-1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$627.6K
24,824
-20%
建仓
TWLO
TWILIO INC
+$627.1K
9,411
增持
META
META PLATFORMS INC
+$624.5K
6,471
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$619.0K
56,061
+39%
清仓
FOXF
FOX FACTORY HLDG CORP
-$601.2K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$582.2K
23,593
-24%
增持
VTV
VANGUARD INDEX FDS
+$581.5K
63,228
+9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$553.0K
14,243
+62%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$552.0K
25,532
增持
VB
VANGUARD INDEX FDS
+$547.1K
23,579
+10%
增持
DVY
ISHARES TR
+$527.4K
194,517
+5%
减持
JNJ
JOHNSON & JOHNSON
-$522.4K
23,988
-0%
增持
TDTT
FLEXSHARES TR
+$520.1K
538,204
+1%
减持
GOOG
ALPHABET INC
+$518.4K
34,065
-0%
增持
IWF
ISHARES TR
+$516.6K
9,349
+13%
增持
HDEF
DBX ETF TR
+$515.0K
212,672
+5%
建仓
CROX
CROCS INC
+$503.4K
3,981
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$501.0K
15,092
+7%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$497.6K
250,772
+2%
减持
MTUM
ISHARES TR
-$495.5K
17,202
-13%
建仓
SCHW
SCHWAB CHARLES CORP
+$492.8K
9,408
增持
PFE
PFIZER INC
-$491.3K
51,238
+2%
增持
EFG
ISHARES TR
+$483.3K
38,035
+3%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$481.1K
28,747
+59%
建仓
IMXI
INTERNATIONAL MNY EXPRESS IN
+$479.7K
18,607
清仓
VLUE
ISHARES TR
-$479.2K
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$473.0K
50,451
-31%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$470.1K
14,678
-35%
增持
IXUS
ISHARES TR
+$464.8K
30,202
+24%
增持
DWM
WISDOMTREE TR
+$460.1K
101,220
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$456.5K
59,831
+9%
增持
GOOGL
ALPHABET INC
+$453.9K
16,214
+16%
清仓
—
ONESPAWORLD HOLDINGS LIMITED
-$449.5K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
+$445.4K
544,293
-1%
建仓
KRUS
KURA SUSHI USA INC
+$445.1K
6,760
增持
VTEB
VANGUARD MUN BD FDS
+$429.5K
120,347
+5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$425.2K
58,348
+1%
增持
IEFA
ISHARES TR
+$421.0K
32,708
+14%
增持
FNDF
SCHWAB STRATEGIC TR
+$416.1K
92,429
+9%
增持
SCHA
SCHWAB STRATEGIC TR
+$415.0K
115,930
+6%
增持
HYD
VANECK ETF TRUST
+$409.1K
41,137
+21%
减持
QQQ
INVESCO QQQ TR
+$408.4K
9,748
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$401.9K
143,728
-1%
增持
SCHR
SCHWAB STRATEGIC TR
+$401.2K
62,281
+12%
增持
SCHX
SCHWAB STRATEGIC TR
+$391.7K
55,846
+9%
增持
HUBS
HUBSPOT INC
+$369.0K
2,334
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$367.3K
59,174
+13%
增持
WMT
WALMART INC
+$352.4K
16,077
+13%
减持
XLV
SELECT SECTOR SPDR TR
-$351.6K
24,410
-6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$338.7K
108,959
+5%
增持
EBND
SPDR SER TR
+$338.2K
132,168
+10%
建仓
BILS
SPDR SER TR
+$333.9K
3,352
清仓
AGM
FEDERAL AGRIC MTG CORP
-$324.0K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$323.3K
17,229
+28%
增持
IJJ
ISHARES TR
+$308.9K
13,815
+25%
建仓
—
ISHARES TR
+$300.6K
12,253
增持
SCHO
SCHWAB STRATEGIC TR
+$297.9K
21,952
+37%
减持
FVAL
FIDELITY COVINGTON TRUST
-$297.1K
36,766
-19%
增持
TIPX
SPDR SER TR
+$292.6K
53,543
+36%
增持
STIP
ISHARES TR
+$291.6K
94,414
+1%
减持
INTC
INTEL CORP
-$290.7K
10,447
-56%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$290.4K
10,168
-40%
增持
—
ACCENTURE PLC IRELAND
+$286.4K
14,480
+0%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$282.2K
6,686
建仓
PJAN
INNOVATOR ETFS TR
+$282.0K
8,492
增持
ELV
ELEVANCE HEALTH INC
+$281.8K
1,530
+86%
增持
MUB
ISHARES TR
+$275.7K
46,648
+4%
减持
XLB
SELECT SECTOR SPDR TR
-$272.3K
19,083
-18%
建仓
NSIT
INSIGHT ENTERPRISES INC
+$271.8K
1,901
增持
SUB
ISHARES TR
+$271.6K
32,301
+8%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$264.8K
19,267
+5%
增持
DEM
WISDOMTREE TR
+$261.7K
62,656
+6%
增持
—
EXXON MOBIL CORP
+$261.0K
45,743
+6%
增持
TGT
TARGET CORP
+$260.6K
14,333
+1%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$259.7K
8,781
建仓
FENY
FIDELITY COVINGTON TRUST
+$258.1K
11,501
增持
VUSB
VANGUARD BD INDEX FDS
+$257.2K
62,514
+9%
