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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 102
减持 17
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
SMLF
ISHARES TR
+$53.7M
1,061,478
+186%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$51.0M
11,756,315
+3%
增持
SPYG
SPDR SERIES TRUST
+$47.7M
4,645,016
+1%
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 SERIES TRUST
+$37.8M
8,508,257
+3%
增持
SPMD
SPDR SERIES TRUST
+$29.7M
6,837,085
+3%
增持
VOO
VANGUARD INDEX FDS
+$29.3M
566,109
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.0M
4,343,901
+1%
增持
SPTM
SPDR SERIES TRUST
+$22.0M
2,818,606
+3%
减持
SPSM
SPDR SERIES TRUST
-$20.6M
5,315,886
-15%
增持
VTIP
VANGUARD MALVERN FDS
+$15.6M
6,401,575
+4%
增持
GUNR
FLEXSHARES TR
+$14.9M
3,536,526
+1%
增持
SPSB
SPDR SERIES TRUST
+$12.1M
8,397,084
+5%
增持
REET
ISHARES TR
+$10.8M
6,045,409
+4%
增持
AAPL
APPLE INC
+$10.1M
202,452
+0%
增持
USIG
ISHARES TR
+$10.0M
2,929,124
+5%
增持
EMXC
ISHARES INC
+$10.0M
1,756,280
+2%
增持
HYLB
DBX ETF TR
+$8.8M
4,872,623
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.1M
3,013,313
+4%
建仓
HOLA
J P MORGAN EXCHANGE TRADED F
+$6.9M
133,769
增持
XSOE
WISDOMTREE TR
+$6.6M
1,661,130
+1%
减持
IVW
ISHARES TR
+$5.1M
619,350
-2%
增持
LQD
ISHARES TR
+$5.1M
836,215
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.0M
943,458
+7%
增持
EMLC
VANECK ETF TRUST
+$4.8M
4,269,337
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.5M
577,629
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$4.5M
1,461,575
+4%
增持
EFA
ISHARES TR
+$4.4M
819,865
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.3M
369,244
+33%
增持
IVV
ISHARES TR
+$4.3M
62,064
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.1M
2,798,648
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$4.0M
478,224
+19%
增持
GTR
WISDOMTREE TR
+$3.9M
2,222,057
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.9M
1,507,168
+4%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$3.9M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.9M
409,977
+60%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.7M
624,784
+13%
增持
SGOV
ISHARES TR
+$3.5M
153,944
+29%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.3M
533,240
+36%
清仓
—
GMS INC
-$3.3M
0
-100%
增持
IJH
ISHARES TR
+$3.2M
920,049
+0%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
125,242
+0%
增持
IWY
ISHARES TR
+$3.0M
104,307
+1%
减持
IUSG
ISHARES TR
+$2.9M
204,385
-0%
增持
VXF
VANGUARD INDEX FDS
+$2.8M
134,429
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$2.7M
3,654
-89%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
77,608
-29%
减持
IVE
ISHARES TR
+$2.5M
295,843
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.3M
1,311,756
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
205,606
+3%
清仓
CASY
CASEYS GEN STORES INC
-$2.2M
0
-100%
减持
AMZN
AMAZON COM INC
-$2.2M
51,457
-16%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$2.2M
311,203
+5%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
76,119
+12%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.1M
639,957
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$2.1M
512,049
+0%
减持
ITOT
ISHARES TR
+$2.1M
247,503
-2%
增持
FELG
FIDELITY COVINGTON TRUST
+$2.0M
140,988
+38%
清仓
TDG
TRANSDIGM GROUP INC
-$2.0M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.9M
5,753
-56%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
152,631
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.8M
597,914
+6%
清仓
CVNA
CARVANA CO
-$1.8M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
892,217
-4%
清仓
CWST
CASELLA WASTE SYS INC
-$1.7M
0
-100%
增持
AGG
ISHARES TR
+$1.7M
229,072
+7%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
77,164
+21%
清仓
CELH
CELSIUS HLDGS INC
-$1.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.6M
22,012
+5%
增持
DGRO
ISHARES TR
+$1.6M
130,104
+15%
增持
DVY
ISHARES TR
+$1.6M
152,046
+1%
清仓
—
TOPBUILD CORP
-$1.6M
0
-100%
增持
IBD
NORTHERN LTS FD TR IV
+$1.6M
197,928
+49%
增持
USTB
VICTORY PORTFOLIOS II
+$1.5M
57,237
+112%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$1.5M
75,798
+168%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.5M
160,861
+18%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.5M
923,308
+5%
清仓
AGM
FEDERAL AGRIC MTG CORP
-$1.5M
0
-100%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$1.4M
60,904
+383%
减持
IJR
ISHARES TR
-$1.4M
308,523
-11%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
12,330
+18%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
684,969
+4%
清仓
ROOT
ROOT INC
-$1.3M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$1.3M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$1.3M
442,581
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
59,199
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$1.3M
77,891
+27%
清仓
ESE
ESCO TECHNOLOGIES INC
-$1.2M
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.2M
314,879
-1%
增持
QQQ
INVESCO QQQ TR
+$1.2M
12,016
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
22,838
+0%
增持
FLRN
SPDR SERIES TRUST
+$1.1M
941,746
+4%
减持
TSLA
TESLA INC
+$1.1M
16,286
-16%
增持
GLDM
WORLD GOLD TR
+$1.1M
39,732
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
40,850
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
35,788
+97%
增持
DWM
WISDOMTREE TR
+$1.1M
304,969
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.0M
1,205
-68%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.0M
92,126
+43%
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
72,017
+40%
增持
SPYM
SPDR SERIES TRUST
+$1.0M
176,900
+0%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.0M
30,526
增持
LGLV
SPDR SERIES TRUST
+$1.0M
31,315
+20%
增持
HDV
ISHARES TR
+$973.1K
16,388
+86%
增持
VB
VANGUARD INDEX FDS
+$945.5K
34,142
+5%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$919.8K
216,520
+17%
增持
BINC
BLACKROCK ETF TRUST II
+$918.2K
80,919
+26%
建仓
TDTF
FLEXSHARES TR
+$889.6K
36,655
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$879.7K
592,500
+1%
清仓
—
AZEK CO INC
-$877.6K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$862.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$853.5K
23,947
+2%
增持
DES
WISDOMTREE TR
+$819.9K
328,919
+2%
增持
VNQ
VANGUARD INDEX FDS
+$809.0K
222,528
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$780.5K
34,463
+12%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$780.4K
7,822
增持
SLYV
SPDR SERIES TRUST
+$778.7K
22,532
+47%
增持
ACWV
ISHARES INC
+$774.3K
45,207
+15%
增持
IUSV
ISHARES TR
+$768.1K
72,916
+6%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$762.0K
22,584
+218%
建仓
SLYG
SPDR SERIES TRUST
+$759.5K
8,053
建仓
CALI
BLACKROCK ETF TRUST II
+$753.6K
14,872
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$751.8K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$748.2K
13,588
-1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$739.4K
538,456
+5%
减持
DBMF
LITMAN GREGORY FDS TR
+$725.5K
474,151
-0%
清仓
TLH
ISHARES TR
-$724.7K
0
-100%
增持
GE
GE AEROSPACE
+$721.5K
10,417
+11%
增持
BIV
VANGUARD BD INDEX FDS
+$715.5K
47,069
+23%
清仓
QTRX
QUANTERIX CORP
-$700.8K
0
-100%
增持
IWF
ISHARES TR
+$700.7K
13,246
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$700.1K
24,037
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$692.3K
217,543
+6%
清仓
ELF
E L F BEAUTY INC
-$690.8K
0
-100%
清仓
ABNB
AIRBNB INC
-$683.8K
0
-100%
清仓
KRUS
KURA SUSHI USA INC
-$677.6K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$669.6K
164,439
+7%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$664.9K
15,764
+12%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$663.0K
21,457
增持
CAT
CATERPILLAR INC
+$662.0K
4,188
+22%
清仓
—
TAT TECHNOLOGIES LTD
-$652.9K
0
-100%
增持
IYW
ISHARES TR
+$649.6K
23,464
+3%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$633.3K
80,320
+29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$631.3K
19,027
+16%
增持
MGC
VANGUARD WORLD FD
+$603.1K
14,471
+11%
增持
VO
VANGUARD INDEX FDS
+$602.6K
34,387
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$557.7K
97,071
+1%
增持
ABBV
ABBVIE INC
+$553.1K
11,362
+2%
建仓
MDYG
SPDR SERIES TRUST
+$553.0K
6,040
清仓
SHV
ISHARES TR
-$526.9K
0
-100%
清仓
HNST
HONEST CO INC
-$521.0K
0
-100%
