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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
$892.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 93 项
建仓 2
增持 74
减持 5
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TRUST
+$37.0M
148,408
+141%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$34.1M
407,521
增持
SPY
SPDR S&P 500 ETF
+$33.5M
71,616
+6000%
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。
清仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$11.3M
0
-100%
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$10.7M
0
-100%
清仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$10.6M
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF
-$10.6M
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$10.5M
0
-100%
清仓
AA
ALCOA CORP COM
-$6.8M
0
-100%
清仓
MRNA
MODERNA INC COM
-$6.4M
0
-100%
减持
BX
BLACKSTONE INC COM
-$5.9M
3,265
-94%
清仓
NET
CLOUDFLARE INC CL A COM
-$5.8M
0
-100%
清仓
NUE
NUCOR CORP COM
-$5.7M
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC COM
-$5.6M
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$5.5M
0
-100%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$5.2M
138,166
+30%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$4.2M
141,616
+27%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$4.0M
405,978
+0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.5M
277,453
+3%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$3.4M
382,307
+3%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$2.4M
376,339
+4%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
+$2.3M
306,852
+11%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.4M
874,761
+4%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$1.3M
5,835
-72%
增持
MSFT
MICROSOFT CORP COM
+$1.1M
20,407
+0%
增持
QCOM
QUALCOMM INC COM
+$1.1M
20,114
+0%
增持
AAPL
APPLE INC COM
+$1.0M
28,057
+0%
增持
SGOL
ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF
+$969.0K
318,880
+16%
增持
LOW
LOWES COS INC COM
+$850.0K
15,001
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$831.0K
6,833
+3%
增持
ELV
ANTHEM INC COM
+$751.0K
7,385
+3%
增持
ABBV
ABBVIE INC COM
+$672.0K
22,266
+2%
增持
—
BLACKROCK INC COM
+$629.0K
6,749
+2%
增持
IQV
IQVIA HLDGS INC COM
+$614.0K
13,085
+2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$614.0K
12,840
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$552.0K
16,288
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$536.0K
4,906
+2%
增持
ABT
ABBOTT LABS COM
+$519.0K
20,723
+2%
增持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$513.0K
38,942
+36%
增持
PG
PROCTER AND GAMBLE CO COM
+$484.0K
17,800
+3%
增持
CSCO
CISCO SYS INC COM
+$471.0K
46,631
+2%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$470.0K
95,439
+4%
增持
GPC
GENUINE PARTS CO COM
+$455.0K
22,670
+1%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$454.0K
108,002
+10%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$383.0K
146,065
+4%
建仓
TRMB
TRIMBLE INC COM
+$373.0K
4,280
增持
SCHP
SCHWAB U.S. TIPS ETF
+$361.0K
17,613
+48%
增持
KR
KROGER CO COM
+$346.0K
61,636
+2%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
+$336.0K
49,578
+4%
增持
WM
WASTE MGMT INC DEL COM
+$336.0K
18,536
+0%
增持
SO
SOUTHERN CO COM
+$332.0K
38,288
+3%
增持
MCD
MCDONALDS CORP COM
+$328.0K
10,516
+2%
增持
IP
INTERNATIONAL PAPER CO COM
-$317.0K
52,159
+5%
增持
AMZN
AMAZON COM INC COM
+$298.0K
1,133
+7%
增持
GOOG
ALPHABET INC CAP STK CL C
+$280.0K
1,217
+0%
增持
KMB
KIMBERLY-CLARK CORP COM
+$277.0K
16,575
+5%
增持
MA
MASTERCARD INCORPORATED CL A
+$267.0K
7,565
+7%
增持
PPL
PPL CORP COM
+$266.0K
82,958
+4%
增持
ADI
ANALOG DEVICES INC COM
+$246.0K
17,699
+3%
增持
CLX
CLOROX CO DEL COM
+$244.0K
11,943
+8%
增持
JNJ
JOHNSON & JOHNSON COM
+$237.0K
14,441
+4%
增持
SBUX
STARBUCKS CORP COM
+$231.0K
23,864
+3%
增持
TSLA
TESLA INC COM
+$225.0K
754
+2%
增持
WFC
WELLS FARGO CO NEW COM
+$210.0K
61,557
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$194.0K
64,660
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$190.0K
2,980
+25%
增持
WMT
WALMART INC COM
+$188.0K
16,874
+4%
增持
PSX
PHILLIPS 66 COM
+$177.0K
29,990
+5%
清仓
MCN
MADISON COVERED CALL & EQUITY COM
-$154.0K
0
-100%
增持
MMM
3M CO COM
+$147.0K
13,515
+5%
增持
KMX
CARMAX INC COM
+$145.0K
22,627
+3%
增持
—
EXXON MOBIL CORP COM
+$136.0K
44,379
+1%
增持
MRK
MERCK & CO INC COM
+$128.0K
29,564
+4%
增持
—
UNILEVER PLC SPON ADR NEW
+$127.0K
41,634
+7%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$118.0K
24,329
-5%
增持
META
META PLATFORMS INC CL A
+$113.0K
8,899
+5%
增持
CMCSA
COMCAST CORP NEW CL A
-$104.0K
52,090
+7%
增持
UBER
UBER TECHNOLOGIES INC COM
+$97.0K
52,472
+12%
增持
JPM
JPMORGAN CHASE & CO COM
-$93.0K
38,030
+2%
增持
INTC
INTEL CORP COM
+$69.0K
40,193
+7%
增持
MET
METLIFE INC COM
+$59.0K
48,661
+1%
增持
TGT
TARGET CORP COM
+$56.0K
13,343
+1%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$51.0K
12,320
-6%
增持
DIS
DISNEY WALT CO COM
-$48.0K
16,836
+7%
增持
GLD
SPDR GOLD SHARES
+$43.0K
3,101
+5%
增持
FSK
FS KKR CAP CORP COM
-$38.0K
35,416
+0%
增持
IAU
ISHARES GOLD TRUST
+$34.0K
8,341
+9%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$28.0K
41,011
+4%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$18.0K
25,414
+0%
增持
T
AT&T INC COM
-$15.0K
80,865
+9%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$14.0K
6,434
-0%
增持
AXP
AMERICAN EXPRESS CO COM
+$3.0K
19,468
+2%
增持
TXN
TEXAS INSTRS INC COM
+$3.0K
14,901
+2%
