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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 68
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
-$13.5M
10,053,819
+2%
减持
REET
ISHARES TR
-$8.9M
4,928,121
-0%
增持
SPMD
SPDR SER TR
-$7.3M
5,553,324
+2%
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
-$6.8M
7,379,369
+2%
增持
VOO
VANGUARD INDEX FDS
-$6.0M
568,517
+1%
增持
SPSM
SPDR SER TR
-$5.7M
5,226,840
+2%
增持
SPYG
SPDR SER TR
-$5.5M
4,864,047
+1%
增持
AAPL
APPLE INC
-$3.8M
169,493
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.4M
3,880,219
+2%
减持
GTR
WISDOMTREE TR
-$3.3M
2,734,867
-1%
增持
EMLC
VANECK ETF TRUST
-$3.3M
3,233,016
+3%
减持
IJH
ISHARES TR
-$3.1M
207,414
-1%
减持
IVE
ISHARES TR
-$3.1M
369,040
-1%
减持
IJR
ISHARES TR
-$2.9M
389,451
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.5M
754,860
-2%
增持
LQD
ISHARES TR
-$2.5M
598,878
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
133,286
+120%
减持
ITOT
ISHARES TR
-$2.3M
317,144
-4%
清仓
IQLT
ISHARES TR
-$2.3M
0
-100%
减持
IVW
ISHARES TR
-$2.2M
867,468
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$2.1M
948,589
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$2.1M
5,117,782
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
644,816
+7%
减持
DVY
ISHARES TR
-$1.8M
215,440
-2%
增持
GUNR
FLEXSHARES TR
+$1.8M
2,850,392
+1%
清仓
FNDB
SCHWAB STRATEGIC TR
-$1.7M
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
建仓
FCOR
FIDELITY MERRIMACK STR TR
+$1.7M
38,098
增持
USIG
ISHARES TR
-$1.6M
2,073,283
+3%
增持
DBMF
LITMAN GREGORY FDS TR
+$1.6M
757,184
+3%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.5M
38,539
+584%
建仓
USTB
VICTORY PORTFOLIOS II
+$1.5M
31,039
减持
BND
VANGUARD BD INDEX FDS
-$1.5M
26,296
-43%
增持
XSOE
WISDOMTREE TR
-$1.5M
2,345,999
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.5M
1,119,216
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.4M
461,087
+16%
增持
VNQ
VANGUARD INDEX FDS
-$1.3M
165,542
+0%
增持
IWD
ISHARES TR
+$1.2M
19,801
+71%
减持
TGT
TARGET CORP
-$1.1M
6,387
-54%
减持
STIP
ISHARES TR
-$1.1M
82,767
-11%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.1M
20,104
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$946.0K
2,036,563
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$938.5K
45,948
+3%
减持
WM
WASTE MGMT INC DEL
-$931.0K
5,252
-47%
减持
VTV
VANGUARD INDEX FDS
-$920.6K
51,325
-9%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$904.0K
17,222
增持
IWF
ISHARES TR
+$869.1K
12,749
+39%
减持
DGRW
WISDOMTREE TR
-$862.9K
5,418
-70%
减持
IOO
ISHARES TR
-$836.0K
12,761
-45%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$801.4K
132,779
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$786.4K
514,476
+2%
增持
HYLB
DBX ETF TR
-$783.2K
3,788,909
+1%
清仓
MXCT
MAXCYTE INC
-$748.4K
0
-100%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$739.6K
450,715
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$730.4K
63,984
+3%
增持
EMXC
ISHARES INC
-$683.0K
818,859
+3%
减持
VXF
VANGUARD INDEX FDS
-$677.7K
113,871
-0%
减持
SPSB
SPDR SER TR
-$649.0K
5,322,599
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$643.0K
145,537
+16%
清仓
RLY
SSGA ACTIVE ETF TR
-$642.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$630.0K
62,741
+12%
建仓
FNDA
SCHWAB STRATEGIC TR
+$629.9K
12,990
清仓
CNC
CENTENE CORP DEL
-$620.3K
0
-100%
增持
PAUG
INNOVATOR ETFS TR
+$615.6K
44,595
+81%
减持
NEE
NEXTERA ENERGY INC
-$613.9K
36,208
-0%
建仓
FLGV
FRANKLIN TEMPLETON ETF TR
+$600.8K
30,062
减持
BOX
BOX INC
-$594.6K
24,465
-39%
建仓
AGM
FEDERAL AGRIC MTG CORP
+$594.5K
3,853
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$574.8K
25,547
清仓
SCHW
SCHWAB CHARLES CORP
-$574.5K
0
-100%
建仓
PSEP
INNOVATOR ETFS TR
+$567.8K
17,524
清仓
EIX
EDISON INTL
-$554.3K
0
-100%
减持
—
SUMMIT MATLS INC
-$538.6K
18,383
-37%
建仓
ELF
E L F BEAUTY INC
+$517.7K
4,714
减持
GLD
SPDR GOLD TR
-$517.6K
6,080
-31%
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$515.9K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$500.7K
0
-100%
增持
MSFT
MICROSOFT CORP
-$497.2K
55,344
+5%
清仓
EWX
SPDR INDEX SHS FDS
-$463.8K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$459.9K
118,959
+7%
增持
GOOG
ALPHABET INC
+$452.2K
33,590
+2%
增持
EFA
ISHARES TR
-$450.9K
696,860
+4%
减持
—
SUPER MICRO COMPUTER INC
-$450.5K
7,153
-26%
增持
SPDW
SPDR INDEX SHS FDS
-$443.1K
413,663
+1%
减持
EFG
ISHARES TR
-$440.6K
43,390
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$440.0K
100,798
+25%
增持
AGG
ISHARES TR
-$438.6K
192,118
+2%
减持
VXUS
VANGUARD STAR FDS
-$426.6K
80,583
-5%
建仓
GLDM
WORLD GOLD TR
+$417.7K
11,394
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$410.2K
171,015
-3%
增持
FLRN
SPDR SER TR
+$408.4K
1,998,810
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$405.5K
108,584
-3%
建仓
EMTL
SSGA ACTIVE TR
+$401.9K
10,018
增持
VTI
VANGUARD INDEX FDS
-$393.1K
114,602
+2%
建仓
PYPL
PAYPAL HLDGS INC
+$391.5K
6,697
增持
ICSH
ISHARES TR
+$390.4K
27,087
+40%
建仓
POWL
POWELL INDS INC
+$389.2K
4,695
减持
MKC
MCCORMICK & CO INC
-$388.1K
3,120
-56%
增持
LGLV
SPDR SER TR
+$381.7K
5,583
+116%
增持
AMGN
AMGEN INC
+$378.7K
7,991
+0%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$372.9K
156,684
+1%
增持
QTRX
QUANTERIX CORP
+$369.1K
67,373
+4%
增持
MCD
MCDONALDS CORP
-$366.6K
14,457
+3%
增持
USMV
ISHARES TR
-$350.9K
222,776
+1%
减持
DGRO
ISHARES TR
-$339.6K
53,449
-8%
减持
—
EXXON MOBIL CORP
+$333.1K
44,031
-3%
减持
MRK
MERCK & CO INC
-$327.1K
22,616
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$322.4K
54,640
-1%
增持
KRUS
KURA SUSHI USA INC
+$321.6K
16,153
+101%
增持
IWR
ISHARES TR
+$319.3K
22,824
+32%
减持
XLK
SELECT SECTOR SPDR TR
-$319.3K
20,424
-3%
增持
IVV
ISHARES TR
+$317.3K
52,467
+5%
增持
VO
VANGUARD INDEX FDS
-$316.5K
31,107
+1%
增持
LLY
ELI LILLY & CO
+$306.9K
4,474
+0%
减持
RTX
RTX CORPORATION
-$305.5K
11,651
-0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$294.2K
26,508
+5%
增持
HYS
PIMCO ETF TR
+$294.2K
24,294
+17%
增持
VDE
VANGUARD WORLD FDS
+$293.2K
18,240
+2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$286.2K
27,372
+12%
减持
DWM
WISDOMTREE TR
-$284.6K
122,316
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$284.2K
14,173
-1%
减持
TDTT
FLEXSHARES TR
-$283.4K
518,964
-1%
增持
IWY
ISHARES TR
+$280.7K
103,709
+5%
清仓
TFI
SPDR SER TR
-$277.7K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$274.4K
34,393
-18%
增持
SPTM
SPDR SER TR
-$273.0K
2,261,835
+3%
建仓
JMBS
JANUS DETROIT STR TR
+$272.9K
6,287
增持
CROX
CROCS INC
+$271.0K
8,147
+105%
减持
PEP
PEPSICO INC
-$269.8K
15,875
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$265.8K
92,424
+12%
减持
IJJ
ISHARES TR
-$261.1K
12,875
-12%
减持
GOVT
ISHARES TR
-$257.9K
86,997
-8%
减持
FLOT
ISHARES TR
-$257.5K
22,754
-18%
清仓
LIT
GLOBAL X FDS
-$257.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$256.9K
32,331
-8%
建仓
GENK
GEN RESTAURENT GROUP
+$256.8K
22,060
增持
SCHA
SCHWAB STRATEGIC TR
-$255.4K
122,671
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$254.5K
12,446
-0%
增持
CVX
CHEVRON CORP NEW
+$250.1K
16,348
+3%
增持
IEFA
ISHARES TR
+$247.4K
36,771
+17%
减持
HYD
VANECK ETF TRUST
-$244.6K
40,150
-7%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$238.7K
54,221
-0%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$236.7K
0
-100%
减持
PFE
PFIZER INC
-$234.1K
48,326
-4%
减持
NFLX
NETFLIX INC
-$233.2K
2,048
-10%
建仓
VLO
VALERO ENERGY CORP
+$230.8K
1,629
增持
ISTB
ISHARES TR
+$223.3K
49,237
+11%
建仓
IBDR
ISHARES TR
+$216.6K
9,283
建仓
AMAT
APPLIED MATLS INC
+$214.9K
1,552
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$214.7K
0
-100%
