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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 125 项
建仓 36
增持 21
减持 52
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$21.1M
0
-100%
清仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$20.4M
0
-100%
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$20.4M
0
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。
-100%
增持
SPY
SPDR S&P 500 ETF
+$7.3M
21,773
+1730%
清仓
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$7.3M
0
-100%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$3.6M
370,413
-6%
建仓
WPC
WP CAREY INC COM
+$2.9M
41,033
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$2.8M
294,473
-7%
清仓
AXP
AMERICAN EXPRESS CO COM
-$2.7M
0
-100%
清仓
GOOG
ALPHABET INC CAP STK CL C
-$2.7M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$2.6M
30,276
+281%
清仓
WFC
WELLS FARGO CO NEW COM
-$2.5M
0
-100%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$2.3M
185,834
-6%
建仓
PII
POLARIS INC COM
+$2.2M
22,911
增持
CION
CION INVT CORP COM
+$2.1M
820,258
+47%
清仓
IAU
ISHARES GOLD TRUST
-$2.1M
0
-100%
减持
GLD
SPDR GOLD SHARES
-$2.0M
2,093
-85%
清仓
—
BUNGE LIMITED COM
-$1.6M
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$1.2M
58,211
-7%
清仓
MLI
MUELLER INDS INC COM
-$1.2M
0
-100%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$1.2M
309,942
-3%
建仓
HSY
HERSHEY CO COM
+$1.1M
5,006
增持
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
+$1.0M
16,905
+55%
建仓
KO
COCA COLA CO COM
+$1.0M
17,980
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$941.0K
2,000
建仓
GPK
GRAPHIC PACKAGING HLDG CO COM
+$936.0K
47,402
建仓
NFG
NATIONAL FUEL GAS CO COM
+$893.0K
14,513
建仓
EXC
EXELON CORP COM
+$885.0K
23,635
建仓
LLY
LILLY ELI & CO COM
+$822.0K
2,541
减持
DVN
DEVON ENERGY CORP NEW COM
-$816.0K
29,400
-37%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$787.0K
208,020
-1%
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$772.0K
4,506
建仓
CTVA
CORTEVA INC COM
+$736.0K
12,872
建仓
UNM
UNUM GROUP COM
+$725.0K
18,688
减持
MSFT
MICROSOFT CORP COM
-$718.0K
19,495
-5%
建仓
JKHY
HENRY JACK & ASSOC INC COM
+$705.0K
3,870
建仓
FHN
FIRST HORIZON CORPORATION COM
+$694.0K
30,311
建仓
BANF
BANCFIRST CORP COM
+$687.0K
7,674
建仓
CVBF
CVB FINL CORP COM
+$675.0K
26,666
建仓
COR
AMERISOURCEBERGEN CORP COM
+$674.0K
4,977
建仓
CI
CIGNA CORP NEW COM
+$666.0K
2,399
减持
ABBV
ABBVIE INC COM
-$665.0K
17,865
-11%
建仓
CAH
CARDINAL HEALTH INC COM
+$660.0K
9,896
增持
GD
GENERAL DYNAMICS CORP COM
+$643.0K
12,942
+36%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$638.0K
17,685
+2%
建仓
—
SOUTH JERSEY INDS INC COM
+$628.0K
18,795
建仓
OGE
OGE ENERGY CORP COM
+$620.0K
17,007
清仓
CFR
CULLEN FROST BANKERS INC COM
-$608.0K
0
-100%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$583.0K
37,061
-6%
减持
IQV
IQVIA HLDGS INC COM
-$578.0K
13,152
-4%
建仓
CTRA
COTERRA ENERGY INC COM
+$576.0K
22,057
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$572.0K
13,245
-11%
减持
IP
INTERNATIONAL PAPER CO COM
-$550.0K
50,641
-2%
清仓
CF
CF INDS HLDGS INC COM
-$548.0K
0
-100%
增持
KBR
KBR INC COM
+$541.0K
34,290
+76%
建仓
SCI
SERVICE CORP INTL COM
+$524.0K
9,069
清仓
—
SEALED AIR CORP NEW COM
-$515.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$490.0K
47,058
+5%
减持
QCOM
QUALCOMM INC COM
-$480.0K
16,941
-10%
建仓
DKS
DICKS SPORTING GOODS INC COM
+$455.0K
4,352
减持
KMB
KIMBERLY-CLARK CORP COM
-$453.0K
16,413
-4%
减持
PG
PROCTER AND GAMBLE CO COM
-$429.0K
15,940
-6%
建仓
HRB
BLOCK H & R INC COM
+$428.0K
10,052
减持
KR
KROGER CO COM
-$422.0K
51,061
-9%
建仓
PEP
PEPSICO INC COM
+$401.0K
2,459
减持
PAYX
PAYCHEX INC COM
-$392.0K
16,774
-16%
减持
—
EXXON MOBIL CORP COM
-$382.0K
33,805
-13%
减持
MA
MASTERCARD INCORPORATED CL A
-$379.0K
7,360
-6%
建仓
WSM
WILLIAMS SONOMA INC COM
+$375.0K
3,181
减持
IGSB
ISHARES 1-5 YEAR INVMT GRD CORP BD ETF
-$366.0K
103,248
-4%
减持
MET
METLIFE INC COM
-$365.0K
39,229
-10%
建仓
HOG
HARLEY DAVIDSON INC COM
+$362.0K
10,376
减持
SO
SOUTHERN CO COM
-$358.0K
33,135
-10%
增持
CBT
CABOT CORP COM
+$357.0K
11,113
+101%
减持
MCD
MCDONALDS CORP COM
-$352.0K
9,273
-8%
增持
CVX
CHEVRON CORP NEW COM
+$349.0K
16,674
+18%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$347.0K
231
建仓
ROK
ROCKWELL AUTOMATION INC COM
+$332.0K
1,544
清仓
ADM
ARCHER DANIELS MIDLAND CO COM
-$325.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$320.0K
13,355
-5%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$318.0K
50,780
+1%
减持
ABT
ABBOTT LABS COM
-$316.0K
19,820
-4%
建仓
COST
COSTCO WHSL CORP NEW COM
+$314.0K
665
减持
MRK
MERCK & CO INC COM
-$313.0K
27,957
-6%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$296.0K
33,843
-14%
建仓
VEEV
VEEVA SYS INC CL A COM
+$295.0K
1,791
减持
OLN
OLIN CORP COM PAR $1
-$286.0K
33,197
-10%
增持
ELV
ELEVANCE HEALTH INC COM
+$286.0K
8,405
+15%
增持
MMM
3M CO COM
-$263.0K
14,370
+0%
建仓
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$256.0K
2,659
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$248.0K
12,319
+2%
清仓
—
ASSURED GUARANTY LTD COM
-$245.0K
0
-100%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$242.0K
11,391
-23%
减持
WM
WASTE MGMT INC DEL COM
-$239.0K
15,560
-13%
减持
ADI
ANALOG DEVICES INC COM
-$234.0K
17,672
-4%
建仓
CPB
CAMPBELL SOUP CO COM
+$232.0K
4,924
减持
SCHP
SCHWAB US TIPS ETF
-$214.0K
14,367
-16%
清仓
AVGO
BROADCOM INC COM
-$210.0K
0
-100%
建仓
FIBK
FIRST INTST BANCSYSTEM INC COM CL A
+$208.0K
5,159
建仓
LMT
LOCKHEED MARTIN CORP COM
+$200.0K
518
减持
JPM
JPMORGAN CHASE & CO COM
-$194.0K
17,818
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$191.0K
4,685
-5%
增持
CLX
CLOROX CO DEL COM
-$169.0K
13,437
+0%
减持
PSX
PHILLIPS 66 COM
-$168.0K
26,821
-6%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$166.0K
27,322
-3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$155.0K
7,070
-3%
减持
TXN
TEXAS INSTRS INC COM
-$154.0K
13,361
-8%
减持
—
UNILEVER PLC SPON ADR NEW
-$126.0K
43,847
-2%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$108.0K
3,323
-11%
增持
TSLA
TESLA INC COM
+$91.0K
2,217
+200%
减持
QQQ
INVESCO QQQ TRUST
-$89.0K
1,389
-15%
增持
FSK
FS KKR CAP CORP COM
-$84.0K
34,267
+0%
减持
LOW
LOWES COS INC COM
+$83.0K
14,756
-4%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$61.0K
37,680
+6%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$60.0K
29,688
-2%
减持
COP
CONOCOPHILLIPS COM
-$55.0K
18,697
-15%
减持
GPC
GENUINE PARTS CO COM
-$51.0K
18,259
-13%
增持
PAG
PENSKE AUTOMOTIVE GRP INC COM
-$49.0K
35,689
+5%
减持
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
-$47.0K
14,505
-2%
增持
BBDC
BARINGS BDC INC COM
-$43.0K
43,563
+1%
减持
AAPL
APPLE INC COM
+$38.0K
28,756
-0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$36.0K
18,195
+0%
减持
WMT
WALMART INC COM
+$34.0K
16,250
-5%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$25.0K
3,745
-6%
减持
CMI
CUMMINS INC COM
-$20.0K
10,236
-6%
