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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 87 项
建仓 7
增持 63
减持 10
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TRUST
-$48.0M
30,542
-79%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$30.1M
23,152
-92%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$28.9M
320,836
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。
-21%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$26.3M
209,384
-76%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$23.8M
134,835
-67%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$23.5M
219,036
减持
SPY
SPDR S&P 500 ETF
-$23.5M
23,274
-68%
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$22.4M
144,116
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$21.7M
212,309
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$12.7M
0
-100%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$12.6M
0
-100%
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
+$10.0M
28,743
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$6.2M
199,648
+41%
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$6.0M
92,768
-33%
清仓
PPL
PPL CORP COM
-$2.5M
0
-100%
建仓
CMI
CUMMINS INC COM
+$2.5M
12,019
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.2M
49,264
+666%
清仓
T
AT&T INC COM
-$2.0M
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$1.2M
67,802
+5%
增持
—
EXXON MOBIL CORP COM
+$1.1M
46,027
+4%
增持
KR
KROGER CO COM
+$965.0K
65,458
+6%
增持
ABBV
ABBVIE INC COM
+$829.0K
23,710
+6%
增持
META
META PLATFORMS INC CL A
-$760.0K
10,041
+13%
增持
LOW
LOWES COS INC COM
-$728.0K
15,576
+4%
增持
PSX
PHILLIPS 66 COM
+$713.0K
33,409
+11%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$633.0K
45,560
+11%
增持
—
BLACKROCK INC COM
-$611.0K
7,287
+8%
建仓
BBDC
BARINGS BDC INC COM
+$576.0K
55,700
增持
KMX
CARMAX INC COM
-$562.0K
24,722
+9%
增持
AXP
AMERICAN EXPRESS CO COM
+$554.0K
19,997
+3%
增持
MET
METLIFE INC COM
+$538.0K
50,924
+5%
增持
MRK
MERCK & CO INC COM
+$519.0K
33,939
+15%
增持
IQV
IQVIA HLDGS INC COM
-$500.0K
13,804
+5%
增持
QCOM
QUALCOMM INC COM
-$457.0K
21,075
+5%
增持
SO
SOUTHERN CO COM
+$436.0K
42,224
+10%
增持
JPM
JPMORGAN CHASE & CO COM
-$426.0K
41,054
+8%
清仓
BX
BLACKSTONE INC COM
-$422.0K
0
-100%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$409.0K
393,623
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$400.0K
16,191
+12%
增持
WMT
WALMART INC COM
+$378.0K
18,932
+12%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$365.0K
396,338
+4%
增持
SBUX
STARBUCKS CORP COM
-$316.0K
27,204
+14%
增持
INTC
INTEL CORP COM
+$282.0K
47,449
+18%
增持
ELV
ANTHEM INC COM
+$275.0K
7,528
+2%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$273.0K
0
-100%
增持
IP
INTERNATIONAL PAPER CO COM
+$234.0K
58,157
+11%
建仓
RY
ROYAL BK CDA COM
+$221.0K
2,001
清仓
FIBK
FIRST INTST BANCSYSTEM INC COM CL A
-$210.0K
0
-100%
增持
MSFT
MICROSOFT CORP COM
-$210.0K
21,579
+6%
增持
ABT
ABBOTT LABS COM
-$207.0K
22,896
+10%
增持
TXN
TEXAS INSTRS INC COM
+$185.0K
16,313
+9%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$175.0K
7,070
+3%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$170.0K
33,241
+31%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$160.0K
17,025
+5%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$147.0K
326,487
+6%
增持
WFC
WELLS FARGO CO NEW COM
+$135.0K
63,742
+4%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$128.0K
114,986
+6%
增持
MA
MASTERCARD INCORPORATED CL A
+$117.0K
7,933
+5%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$114.0K
4,606
-21%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$113.0K
29,025
+136%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$107.0K
55,369
+12%
增持
DIS
DISNEY WALT CO COM
-$105.0K
18,252
+8%
增持
GPC
GENUINE PARTS CO COM
-$102.0K
24,409
+8%
增持
WM
WASTE MGMT INC DEL COM
+$86.0K
20,061
+8%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$78.0K
27,692
+14%
增持
CLX
CLOROX CO DEL COM
-$78.0K
14,417
+21%
增持
MMM
3M CO COM
-$77.0K
15,609
+15%
增持
UBER
UBER TECHNOLOGIES INC COM
-$74.0K
59,581
+14%
增持
FSK
FS KKR CAP CORP COM
+$67.0K
35,471
+0%
增持
CSCO
CISCO SYS INC COM
-$64.0K
51,849
+11%
增持
GOOG
ALPHABET INC CAP STK CL C
-$58.0K
1,240
+2%
增持
TGT
TARGET CORP COM
-$52.0K
14,306
+7%
增持
PG
PROCTER AND GAMBLE CO COM
+$41.0K
19,325
+9%
增持
AMZN
AMAZON COM INC COM
+$34.0K
1,169
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$33.0K
5,010
+2%
增持
MCD
MCDONALDS CORP COM
+$33.0K
11,532
+10%
增持
AAPL
APPLE INC COM
-$33.0K
28,343
+1%
增持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$31.0K
40,593
+4%
增持
CMCSA
COMCAST CORP NEW CL A
+$25.0K
56,532
+9%
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$24.0K
302,711
-5%
增持
KMB
KIMBERLY-CLARK CORP COM
-$22.0K
19,055
+15%
增持
—
UNILEVER PLC SPON ADR NEW
-$20.0K
48,698
+17%
增持
SCHP
SCHWAB U.S. TIPS ETF
-$15.0K
18,009
+2%
增持
ADI
ANALOG DEVICES INC COM
-$14.0K
18,750
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$8.0K
3,125
+5%
减持
TSLA
TESLA INC COM
+$7.0K
746
-1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$3.0K
13,925
+8%
