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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 95
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$39.9M
11,740,187
+1%
增持
SPYG
SPDR SER TR
-$26.1M
4,744,344
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$19.5M
2,782,017
+11%
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
VTIP
VANGUARD MALVERN FDS
+$18.3M
5,999,869
+3%
增持
SPYV
SPDR SER TR
+$13.7M
7,945,035
+4%
增持
GUNR
FLEXSHARES TR
+$12.7M
3,456,199
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.8M
4,314,262
+2%
增持
SPSB
SPDR SER TR
+$9.2M
7,737,248
+3%
增持
USIG
ISHARES TR
+$8.9M
2,690,429
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.4M
930,368
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$8.2M
1,350,290
+7%
减持
IVW
ISHARES TR
-$7.4M
680,388
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.1M
58,787
+10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.7M
639,472
+14%
减持
GTR
WISDOMTREE TR
-$6.3M
2,131,551
-9%
增持
LQD
ISHARES TR
+$6.3M
787,400
+6%
减持
AAPL
APPLE INC
-$6.2M
195,482
-1%
增持
EFA
ISHARES TR
+$5.9M
791,489
+2%
增持
EMLC
VANECK ETF TRUST
+$5.9M
4,019,623
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$5.9M
102,659
-40%
增持
HYLB
DBX ETF TR
+$5.4M
4,510,132
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$5.3M
507,548
+64%
减持
NVDA
NVIDIA CORPORATION
-$4.7M
108,354
-11%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.4M
2,721,229
-8%
减持
IJR
ISHARES TR
-$4.2M
352,692
-1%
增持
BILS
SPDR SER TR
+$4.2M
72,903
+133%
减持
MSFT
MICROSOFT CORP
-$4.0M
59,280
-5%
增持
DWM
WISDOMTREE TR
+$4.0M
301,644
+17%
增持
IUSG
ISHARES TR
+$3.9M
199,172
+30%
减持
IJH
ISHARES TR
-$3.9M
930,610
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$3.6M
112,721
+20%
增持
SPSM
SPDR SER TR
-$3.4M
5,847,674
+9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.4M
304,082
+96%
增持
REET
ISHARES TR
+$3.3M
5,714,409
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.2M
1,394,052
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.0M
109,539
-48%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.0M
376,967
+37%
减持
IWY
ISHARES TR
-$2.9M
101,901
-2%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.7M
451,647
+28%
减持
ITOT
ISHARES TR
-$2.6M
265,482
-2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$2.5M
531,905
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.5M
261,573
+24%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.5M
830,887
+8%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.3M
568,534
+11%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.2M
500,718
+25%
减持
AMZN
AMAZON COM INC
-$2.2M
59,288
-3%
增持
TSLA
TESLA INC
-$2.2M
17,329
+5%
增持
VNQ
VANGUARD INDEX FDS
+$2.1M
213,929
+10%
减持
—
ACCENTURE PLC IRELAND
-$2.0M
13,766
-23%
增持
SPMD
SPDR SER TR
-$1.9M
6,369,152
+6%
增持
DEM
WISDOMTREE TR
+$1.9M
223,977
+21%
清仓
—
SUMMIT MATLS INC
-$1.9M
0
-100%
清仓
CLS
CELESTICA INC
-$1.9M
0
-100%
增持
EMXC
ISHARES INC
+$1.9M
1,738,666
+3%
增持
SGOV
ISHARES TR
+$1.8M
111,455
+19%
增持
ACWV
ISHARES INC
+$1.5M
42,129
+36%
增持
XSOE
WISDOMTREE TR
+$1.5M
1,671,636
+2%
建仓
—
TOPBUILD CORP
+$1.5M
4,890
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.5M
856,359
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
142,099
-16%
增持
AGG
ISHARES TR
+$1.4M
216,408
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
89,810
+10%
增持
FELG
FIDELITY COVINGTON TRUST
+$1.3M
62,055
+260%
减持
HYG
ISHARES TR
-$1.3M
81,942
-17%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$1.3M
8,521
-24%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
647,219
+4%
增持
HDEF
DBX ETF TR
+$1.2M
281,270
+6%
增持
VTI
VANGUARD INDEX FDS
-$1.1M
115,946
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
22,175
-4%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$1.1M
8,222
增持
SPTM
SPDR SER TR
+$1.1M
2,657,632
+6%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.1M
70,402
+14%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$1.0M
36,321
+5%
增持
JAAA
JANUS DETROIT STR TR
+$985.8K
38,052
+104%
增持
DGRO
ISHARES TR
+$982.4K
107,511
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$953.4K
52,840
+24%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$950.0K
27,866
+44%
增持
CELH
CELSIUS HLDGS INC
+$942.3K
35,068
+201%
增持
—
EXXON MOBIL CORP
+$941.2K
66,714
+3%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$935.6K
13,559
-27%
建仓
ROOT
ROOT INC
+$917.9K
6,879
增持
—
ISHARES TR
+$912.2K
96,785
+54%
增持
FLRN
SPDR SER TR
+$909.2K
882,501
+3%
建仓
FEBM
FIRST TR EXCHNG TRADED FD VI
+$896.7K
31,510
增持
GOOG
ALPHABET INC
-$885.4K
32,730
+4%
减持
VGT
VANGUARD WORLD FD
-$885.3K
2,827
-27%
减持
POWL
POWELL INDS INC
-$843.5K
3,134
-50%
减持
BSY
BENTLEY SYS INC
-$831.9K
48,798
-17%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$815.8K
5,263
-61%
建仓
—
AZEK CO INC
+$795.4K
16,270
减持
SPDW
SPDR INDEX SHS FDS
+$794.1K
425,804
-1%
减持
GOOGL
ALPHABET INC
-$793.9K
20,704
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$759.2K
55,624
+34%
增持
VOO
VANGUARD INDEX FDS
-$753.7K
563,876
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$750.9K
47,526
+106%
减持
DBMF
LITMAN GREGORY FDS TR
-$744.4K
494,835
-2%
建仓
TLH
ISHARES TR
+$737.9K
7,112
建仓
IVVB
BLACKROCK ETF TRUST II
+$716.4K
24,435
建仓
FNDX
SCHWAB STRATEGIC TR
+$704.1K
29,823
减持
VBR
VANGUARD INDEX FDS
-$685.0K
2,585
-56%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$682.5K
300,681
+5%
减持
HNST
HONEST CO INC
-$647.9K
102,504
-37%
增持
QTRX
QUANTERIX CORP
-$647.6K
244,854
+16%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
-$639.9K
278,053
+4%
增持
OUNZ
VANECK MERK GOLD ETF
+$620.4K
37,066
+89%
增持
IUSV
ISHARES TR
+$620.3K
59,117
+13%
增持
VXF
VANGUARD INDEX FDS
-$619.3K
127,125
+7%
增持
IBDS
ISHARES TR
+$613.5K
94,885
+35%
清仓
VBK
VANGUARD INDEX FDS
-$610.4K
0
-100%
减持
IVE
ISHARES TR
-$592.6K
309,696
-1%
增持
DES
WISDOMTREE TR
+$585.7K
303,136
+14%
减持
QQQ
INVESCO QQQ TR
-$582.6K
10,935
-2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$568.8K
57,762
+61%
增持
CMF
ISHARES TR
+$565.3K
70,578
+19%
减持
IOO
ISHARES TR
-$550.7K
69,257
-3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$536.7K
2,926
+80%
增持
LGLV
SPDR SER TR
+$533.7K
23,272
+9%
增持
ABBV
ABBVIE INC
+$530.3K
9,763
+14%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$524.2K
156,136
+16%
减持
MGC
VANGUARD WORLD FD
-$511.6K
12,320
-12%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$493.6K
166,425
+6%
增持
IWF
ISHARES TR
-$493.4K
13,258
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$491.1K
117,077
-17%
增持
PFEB
INNOVATOR ETFS TRUST
+$490.6K
25,303
+124%
增持
STIP
ISHARES TR
+$481.0K
132,219
+1%
建仓
ABNB
AIRBNB INC
+$480.7K
4,024
增持
IBDR
ISHARES TR
+$479.9K
139,487
+16%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$476.3K
17,567
增持
GLDM
WORLD GOLD TR
+$476.1K
23,649
+25%
增持
OAIM
UNIFIED SER TR
+$470.5K
76,847
+18%
增持
IBDT
ISHARES TR
+$465.6K
94,232
+23%
增持
TDTT
FLEXSHARES TR
+$460.7K
508,840
+0%
增持
AVGO
BROADCOM INC
-$456.4K
7,154
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$455.2K
159,055
+3%
增持
DYNF
BLACKROCK ETF TRUST
+$455.2K
50,760
+29%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$454.7K
18,750
-26%
增持
UBER
UBER TECHNOLOGIES INC
+$454.4K
33,173
+2%
增持
ABT
ABBOTT LABS
+$454.0K
17,093
+7%
减持
JNJ
JOHNSON & JOHNSON
+$448.2K
23,561
-1%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$441.2K
0
-100%
减持
META
META PLATFORMS INC
-$428.5K
7,623
-7%
增持
BOND
PIMCO ETF TR
+$426.9K
13,330
+50%
增持
VYM
VANGUARD WHITEHALL FDS
+$423.2K
182,532
+1%
减持
SCHB
SCHWAB STRATEGIC TR
-$420.0K
288,760
-1%
减持
IWL
ISHARES TR
-$413.8K
40,814
-2%
减持
USMV
ISHARES TR
+$405.8K
219,526
-3%
减持
AMGN
AMGEN INC
+$402.6K
8,762
-2%
增持
IBD
NORTHERN LTS FD TR IV
+$402.5K
146,725
+12%
清仓
ISCG
ISHARES TR
-$394.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$390.3K
30,308
+30%
