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Pinkerton Retirement Specialists, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pinkerton Retirement Specialists, LLC
报告期 2026-03-31 · CIK 0001536446
持仓数
138
前50大市值合计
$892.2M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
GLD
SPDR GOLD TR
GOLD SHS
$75.8M
191,349
8.5%
IYZ
ISHARES TR
US TELECOM ETF
$59.3M
1,748,579
6.6%
IYW
ISHARES TR
U.S. TECH ETF
$56.7M
283,941
6.4%
IYH
ISHARES TR
US HLTHCARE ETF
$56.1M
861,189
6.3%
IDU
ISHARES TR
U.S. UTILITS ETF
$55.4M
511,682
6.2%
SPY
SPDR S&P 500 ETF TR
TR UNIT
$47.9M
70,198
5.4%
SSO
PROSHARES TR
PSHS ULT S&P 500
$43.4M
749,133
4.9%
BIV
VANGUARD BD INDEX FDS
INTERMED TERM
$38.1M
488,685
4.3%
SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF
$37.8M
1,406,337
4.2%
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF
$30.6M
1,274,748
3.4%
QQQ
INVESCO QQQ TR
UNIT SER 1
$29.9M
48,628
3.3%
IVW
ISHARES TR
S&P 500 GRWT ETF
$28.9M
234,286
3.2%
BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT
$28.8M
388,685
3.2%
EEM
ISHARES TR
MSCI EMG MKT ETF
$26.6M
486,458
3.0%
EFA
ISHARES TR
MSCI EAFE ETF
$26.2M
272,879
2.9%
XLE
SELECT SECTOR SPDR TR
STATE STREET ENE
$25.5M
570,774
2.9%
RTX
RTX CORPORATION
COM
$11.2M
60,939
1.3%
MSFT
MICROSOFT CORP
COM
$10.5M
21,736
1.2%
AVGO
BROADCOM INC
COM
$10.4M
30,063
1.2%
HYG
ISHARES TR
IBOXX HI YD ETF
$8.8M
108,959
1.0%
QCOM
QUALCOMM INC
COM
$8.6M
50,409
1.0%
LQD
ISHARES TR
IBOXX INV CP ETF
$8.6M
77,999
1.0%
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF
$7.3M
277,069
0.8%
AAPL
APPLE INC
COM
$7.2M
26,546
0.8%
JPM
JPMORGAN CHASE & CO.
COM
$6.9M
21,386
0.8%
C
CITIGROUP INC
COM NEW
$6.9M
58,768
0.8%
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ
$6.7M
245,122
0.8%
ABBV
ABBVIE INC
COM
$6.6M
28,849
0.7%
WMT
WALMART INC
COM
$6.5M
58,296
0.7%
DFAS
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
$6.5M
93,075
0.7%
—
ASTRAZENECA PLC
SPONSORED ADR
$6.4M
69,281
0.7%
MRK
MERCK & CO INC
COM
$6.3M
60,273
0.7%
SPMD
SPDR SERIES TRUST
STATE STREET SPD
$6.2M
106,823
0.7%
MMM
3M CO
COM
$5.9M
37,043
0.7%
—
EXXON MOBIL CORP
COM
$5.9M
48,963
0.7%
TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$5.9M
19,326
0.7%
AMGN
AMGEN INC
COM
$5.8M
17,698
0.6%
IGSB
ISHARES TR
ISHS 1-5YR INVS
$5.7M
107,751
0.6%
EIX
EDISON INTL
COM
$5.5M
92,022
0.6%
PSX
PHILLIPS 66
COM
$5.5M
42,791
0.6%
BNY
BANK NEW YORK MELLON CORP
COM
$5.5M
47,304
0.6%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$5.4M
10,835
0.6%
WBD
WARNER BROS DISCOVERY INC
COM SER A
$5.4M
188,953
0.6%
WM
WASTE MGMT INC DEL
COM
$5.4M
24,672
0.6%
UPS
UNITED PARCEL SERVICE INC
CL B
$5.4M
54,000
0.6%
OMC
OMNICOM GROUP INC
COM
$5.3M
65,887
0.6%
SCHE
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
$5.3M
161,063
0.6%
CVX
CHEVRON CORP NEW
COM
$5.2M
34,383
0.6%
MET
METLIFE INC
COM
$5.2M
66,172
0.6%
MCD
MCDONALDS CORP
COM
$5.2M
17,040
0.6%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
39%
前 6 大占比
GLD
8.5%
IYZ
6.6%
IYW
6.4%
IYH
6.3%
IDU
6.2%
SPY
5.4%
其他
60.6%
