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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 102
减持 25
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$40.0M
4,905,337
+0%
增持
EMXC
ISHARES INC
+$38.8M
1,476,858
+77%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$34.2M
10,611,872
+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
SPSB
SPDR SER TR
+$31.3M
6,670,238
+19%
增持
SPMD
SPDR SER TR
+$29.4M
5,682,202
+1%
增持
SPYV
SPDR SER TR
+$29.3M
7,431,074
+1%
减持
FLRN
SPDR SER TR
-$26.9M
928,178
-49%
减持
XSOE
WISDOMTREE TR
-$22.3M
1,573,132
-34%
减持
VOO
VANGUARD INDEX FDS
+$17.7M
557,664
-3%
增持
SPTM
SPDR SER TR
+$17.5M
2,359,687
+3%
增持
SPSM
SPDR SER TR
+$14.0M
5,449,209
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$9.0M
5,376,705
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.8M
821,820
+7%
增持
LQD
ISHARES TR
+$7.7M
675,011
+14%
减持
IVW
ISHARES TR
+$6.6M
816,514
-2%
增持
GUNR
FLEXSHARES TR
+$5.9M
3,059,662
+5%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$5.8M
761,021
+44%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
12,061
+8%
增持
HYLB
DBX ETF TR
+$5.0M
3,941,021
+3%
增持
EFA
ISHARES TR
+$4.3M
745,729
+2%
增持
IVV
ISHARES TR
+$4.1M
54,237
+6%
减持
IVE
ISHARES TR
+$3.9M
349,938
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
47,561
+5%
增持
IJH
ISHARES TR
+$3.8M
983,674
+387%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
20,000
+40%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.5M
588,415
+13%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.5M
389,970
+39%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
116,037
+2%
增持
DBMF
LITMAN GREGORY FDS TR
+$3.2M
810,420
+4%
增持
AMZN
AMAZON COM INC
+$3.2M
60,493
+19%
增持
REET
ISHARES TR
+$3.0M
5,155,831
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0M
71,429
+29%
增持
IWY
ISHARES TR
+$2.9M
94,951
+7%
增持
MSFT
MICROSOFT CORP
+$2.7M
58,185
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$2.6M
1,000,934
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.6M
314,757
+44%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.6M
227,905
+37%
减持
BIL
SPDR SER TR
-$2.5M
3,209
-89%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.5M
2,237
-92%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.4M
0
-100%
减持
ITOT
ISHARES TR
+$2.4M
300,629
-2%
建仓
IBD
NORTHERN LTS FD TR IV
+$2.1M
90,524
增持
SPYM
SPDR SER TR
+$2.1M
128,640
+24%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.1M
532,788
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$2.1M
209,723
+36%
清仓
—
SUPER MICRO COMPUTER INC
-$2.0M
0
-100%
建仓
CALF
PACER FDS TR
+$2.0M
39,713
增持
USIG
ISHARES TR
+$1.9M
2,160,704
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
133,567
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
132,825
+5%
建仓
WWJD
NORTHERN LTS FD TR IV
+$1.9M
62,581
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.9M
200,144
-21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
2,234,636
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.8M
196,238
+28%
增持
LLY
ELI LILLY & CO
+$1.7M
5,590
+23%
建仓
SOVF
ELEVATION SERIES TRUST
+$1.6M
55,143
增持
AAPL
APPLE INC
-$1.6M
190,376
+7%
减持
SGOV
ISHARES TR
-$1.6M
70,273
-19%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
161,635
+5%
建仓
TDG
TRANSDIGM GROUP INC
+$1.5M
1,231
建仓
CWST
CASELLA WASTE SYS INC
+$1.5M
14,738
增持
VTV
VANGUARD INDEX FDS
+$1.4M
55,849
+9%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.4M
4,756
+376%
建仓
CASY
CASEYS GEN STORES INC
+$1.4M
4,275
增持
EMLC
VANECK ETF TRUST
+$1.3M
3,428,472
+5%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
59,598
+4%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
31,872
+6%
增持
META
META PLATFORMS INC
+$1.2M
7,102
+14%
减持
VXF
VANGUARD INDEX FDS
+$1.2M
116,648
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
989,193
+4%
增持
LGLV
SPDR SER TR
+$1.2M
15,386
+84%
清仓
TWLO
TWILIO INC
-$1.1M
0
-100%
减持
USMV
ISHARES TR
+$1.1M
211,632
-0%
减持
DVY
ISHARES TR
+$1.1M
214,788
-1%
增持
—
EXXON MOBIL CORP
+$1.1M
51,589
+4%
增持
—
ISHARES TR
+$989.6K
77,970
+121%
增持
XLE
SELECT SECTOR SPDR TR
+$961.2K
67,273
+5%
建仓
—
CELESTICA INC
+$925.7K
20,599
增持
—
ISHARES TR
+$925.1K
64,382
+137%
清仓
RPD
RAPID7 INC
-$900.5K
0
-100%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$880.7K
34,679
+33%
建仓
ISMD
NORTHERN LTS FD TR IV
+$829.1K
23,023
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$808.0K
1,156,311
+3%
建仓
ESE
ESCO TECHNOLOGIES INC
+$768.3K
7,177
增持
CUT
INVESCO EXCH TRADED FD TR II
+$708.5K
205,365
+5%
减持
GOOG
ALPHABET INC
-$696.8K
27,337
-21%
增持
VO
VANGUARD INDEX FDS
+$690.1K
32,633
+2%
建仓
TPSC
TIMOTHY PLAN
+$685.8K
18,691
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$660.1K
161,750
+2%
增持
MRK
MERCK & CO INC
+$649.2K
23,628
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$649.1K
96,978
+2%
增持
MUB
ISHARES TR
+$646.5K
54,277
+13%
减持
SPDW
SPDR INDEX SHS FDS
+$646.0K
417,672
-1%
减持
ALGN
ALIGN TECHNOLOGY INC
-$624.1K
2,009
-57%
减持
SCHE
SCHWAB STRATEGIC TR
-$617.6K
63,025
-29%
增持
VB
VANGUARD INDEX FDS
+$606.3K
27,385
+3%
增持
IBDR
ISHARES TR
+$600.9K
36,615
+221%
增持
AGG
ISHARES TR
+$590.7K
206,796
+4%
增持
WMT
WALMART INC
+$590.3K
49,166
+227%
清仓
OKTA
OKTA INC
-$587.3K
0
-100%
增持
AGM
FEDERAL AGRIC MTG CORP
+$580.3K
8,770
+46%
减持
GTR
WISDOMTREE TR
-$579.4K
2,587,136
-3%
增持
—
SUMMIT MATLS INC
+$577.6K
33,480
+41%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$567.2K
596,121
+2%
减持
VNQ
VANGUARD INDEX FDS
-$564.0K
157,032
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$559.5K
8,981
+25%
增持
XLK
SELECT SECTOR SPDR TR
+$558.3K
21,175
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$547.0K
262,333
+11%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$539.4K
18,530
减持
UBER
UBER TECHNOLOGIES INC
+$537.9K
39,974
-3%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$536.0K
76,540
+3%
增持
HD
HOME DEPOT INC
+$522.1K
9,654
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$521.9K
622,279
-2%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$516.9K
7,283
增持
QQQ
INVESCO QQQ TR
+$504.4K
10,058
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$502.5K
66,358
+2%
增持
GOOGL
ALPHABET INC
+$475.8K
19,017
+11%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$475.8K
93,209
+15%
增持
MGC
VANGUARD WORLD FD
+$472.5K
14,072
+10%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$449.9K
447,640
-1%
建仓
BIBL
NORTHERN LTS FD TR IV
+$449.1K
11,542
增持
PJAN
INNOVATOR ETFS TRUST
+$448.8K
22,120
+98%
减持
IUSG
ISHARES TR
+$448.1K
41,514
-2%
增持
—
EATON CORP PLC
+$445.4K
5,645
+3%
增持
IBTG
ISHARES TR
+$445.2K
30,285
+185%
增持
IWF
ISHARES TR
+$436.4K
12,152
+1%
增持
CRM
SALESFORCE INC
+$435.7K
3,360
+53%
增持
SUB
ISHARES TR
+$428.2K
37,341
+13%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$427.4K
56,913
+5%
增持
COST
COSTCO WHSL CORP NEW
+$424.7K
2,026
+26%
减持
MTUM
ISHARES TR
+$420.9K
14,023
-0%
增持
TSLA
TESLA INC
-$419.0K
12,673
+19%
增持
PYPL
PAYPAL HLDGS INC
+$416.7K
12,456
+83%
增持
VDE
VANGUARD WORLD FD
+$411.5K
20,412
+5%
增持
DGRW
WISDOMTREE TR
+$408.6K
54,644
+2%
增持
FITB
FIFTH THIRD BANCORP
+$400.7K
16,181
+177%
建仓
IBTJ
ISHARES TR
+$400.7K
18,637
建仓
IBTI
ISHARES TR
+$399.2K
18,199
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$393.3K
5,217
+68%
增持
SCHF
SCHWAB STRATEGIC TR
+$392.1K
140,443
+2%
减持
FLOT
ISHARES TR
-$390.9K
17,124
-31%
增持
SCHX
SCHWAB STRATEGIC TR
+$383.1K
62,353
+1%
增持
DGRO
ISHARES TR
+$381.9K
57,853
+5%
增持
LOW
LOWES COS INC
+$379.3K
11,156
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$376.2K
40,834
+7%
清仓
—
ASML HOLDING N V
-$376.2K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$373.3K
25,819
+22%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$372.4K
206
+108%
增持
IUSV
ISHARES TR
+$359.0K
28,355
+8%
建仓
IBMR
ISHARES TR
+$349.5K
13,844
