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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 28
增持 53
减持 45
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$26.1M
17,557
-95%
减持
VO
VANGUARD MID-CAP ETF
-$25.6M
1,989
-98%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$16.4M
2,308
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。
-99%
增持
IYM
ISHARES U.S. BASIC MATERIALS ETF
+$8.5M
109,825
+139%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$8.5M
90,311
+125%
增持
EFA
ISHARES MSCI EAFE ETF
+$8.4M
206,155
+126%
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$8.0M
74,173
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$8.0M
105,974
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$6.3M
201,502
-37%
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$6.1M
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$6.0M
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$5.9M
41,794
-37%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$5.1M
128,766
增持
SPY
SPDR S&P 500 ETF TRUST
+$3.2M
72,845
+3%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$2.9M
902,907
-2%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$2.3M
576,872
+0%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$2.2M
24,824
+30%
清仓
LLY
LILLY ELI & CO COM
-$1.8M
0
-100%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$1.6M
283,321
-5%
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$1.5M
0
-100%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$1.5M
38,352
建仓
HUBB
HUBBELL INC COM
+$1.5M
4,491
减持
ELV
ELEVANCE HEALTH INC COM
-$1.4M
6,631
-30%
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$1.4M
13,011
建仓
IYF
ISHARES U.S. FINANCIALS ETF
+$1.4M
18,425
建仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
+$1.4M
19,215
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.4M
12,479
增持
AVGO
BROADCOM INC COM
+$1.3M
4,231
+15%
增持
AAPL
APPLE INC COM
+$1.2M
30,502
+7%
增持
GLD
SPDR GOLD SHARES
+$1.2M
27,108
+36%
清仓
TKR
TIMKEN CO COM
-$1.1M
0
-100%
清仓
STLD
STEEL DYNAMICS INC COM
-$1.1M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$1.1M
12,223
+15%
清仓
CTVA
CORTEVA INC COM
-$1.0M
0
-100%
清仓
BWA
BORGWARNER INC COM
-$957.5K
0
-100%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$929.6K
14,420
-27%
清仓
—
FOOT LOCKER INC COM
-$896.2K
0
-100%
建仓
KLAC
KLA CORP COM NEW
+$894.4K
1,844
减持
GD
GENERAL DYNAMICS CORP COM
-$887.4K
8,864
-28%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$872.1K
1,026,419
-0%
增持
CAH
CARDINAL HEALTH INC COM
+$859.7K
18,269
+59%
建仓
SBUX
STARBUCKS CORP COM
+$833.7K
8,416
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$817.3K
104,797
+57%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$811.9K
70,509
-17%
清仓
EVR
EVERCORE INC CLASS A
-$801.2K
0
-100%
建仓
—
NEW YORK CMNTY BANCORP INC COM
+$785.5K
69,880
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$746.8K
555
-67%
建仓
TOL
TOLL BROTHERS INC COM
+$735.5K
9,302
清仓
ASH
ASHLAND INC COM
-$720.9K
0
-100%
清仓
MPC
MARATHON PETE CORP COM
-$720.7K
0
-100%
清仓
VLO
VALERO ENERGY CORP COM
-$696.9K
0
-100%
清仓
ETSY
ETSY INC COM
-$669.3K
0
-100%
清仓
IPAR
INTER PARFUMS INC COM
-$649.5K
0
-100%
建仓
VVV
VALVOLINE INC COM
+$627.9K
16,740
建仓
FCFS
FIRSTCASH HOLDINGS INC COM
+$603.9K
6,471
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$583.2K
6,053
清仓
GAP
GAP INC COM
-$572.2K
0
-100%
增持
META
META PLATFORMS INC CL A
+$551.4K
2,697
+157%
建仓
PHM
PULTE GROUP INC COM
+$525.3K
6,762
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$513.6K
1,502
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$484.8K
26,954
-26%
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$457.7K
410,656
-3%
建仓
ORCL
ORACLE CORP COM
+$436.1K
3,662
增持
DE
DEERE & CO COM
+$417.3K
1,997
+110%
清仓
CSGP
COSTAR GROUP INC COM
-$407.6K
0
-100%
增持
ABBV
ABBVIE INC COM
-$406.2K
19,921
+3%
增持
JPM
JPMORGAN CHASE & CO COM
+$405.5K
20,483
+4%
增持
LOW
LOWES COS INC COM
+$404.7K
14,349
+1%
建仓
WST
WEST PHARMACEUTICAL SVSC INC COM
+$401.2K
1,049
清仓
SMG
SCOTTS MIRACLE-GRO CO CL A
-$397.8K
0
-100%
建仓
DHI
D R HORTON INC COM
+$393.4K
3,233
建仓
LEN
LENNAR CORP CL A
+$383.8K
3,063
建仓
—
LAM RESEARCH CORP COM
+$378.6K
589
增持
BA
BOEING CO COM
+$378.6K
3,660
+97%
减持
CION
CION INVT CORP COM
+$372.6K
797,319
-0%
减持
DKS
DICKS SPORTING GOODS INC COM
-$368.9K
1,767
-58%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$367.0K
4,258
-2%
清仓
CMC
COMMERCIAL METALS CO COM
-$342.3K
0
-100%
增持
IQV
IQVIA HLDGS INC COM
+$340.9K
12,920
+0%
建仓
KBH
KB HOME COM
+$334.0K
6,459
增持
ABT
ABBOTT LABS COM
+$331.3K
24,495
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$328.0K
10,322
-0%
清仓
NUE
NUCOR CORP COM
-$326.2K
0
-100%
减持
SCHP
SCHWAB US TIPS ETF
-$321.7K
10,362
-36%
减持
MZTI
LANCASTER COLONY CORP COM
-$307.4K
6,621
-18%
清仓
HOG
HARLEY DAVIDSON INC COM
-$303.3K
0
-100%
建仓
VOO
VANGUARD S&P 500 ETF
+$284.5K
698
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$283.8K
3,496
减持
HSY
HERSHEY CO COM
-$278.9K
8,216
-10%
清仓
ROL
ROLLINS INC COM
-$277.9K
0
-100%
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
-$264.3K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$258.7K
2,304
增持
WMT
WALMART INC COM
+$249.4K
18,485
+3%
增持
WM
WASTE MGMT INC DEL COM
+$243.0K
17,879
+2%
减持
IAU
ISHARES GOLD TRUST
-$240.8K
87,939
-4%
增持
COP
CONOCOPHILLIPS COM
+$240.3K
22,848
+7%
增持
AMZN
AMAZON COM INC COM
+$234.6K
8,527
+0%
减持
MRK
MERCK & CO INC COM
+$230.9K
30,913
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$230.7K
66,542
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$227.3K
33,788
-1%
减持
PRI
PRIMERICA INC COM
-$226.3K
4,139
-32%
增持
MCD
MCDONALDS CORP COM
+$225.3K
10,235
+1%
清仓
BIDU
BAIDU INC SPON ADR REP A
-$206.0K
0
-100%
减持
NKE
NIKE INC CL B
-$196.9K
15,968
-0%
减持
PII
POLARIS INC COM
+$194.3K
21,073
-1%
增持
CVX
CHEVRON CORP NEW COM
+$194.2K
30,217
+8%
建仓
COTY
COTY INC COM CL A
+$174.3K
14,186
增持
CMI
CUMMINS INC COM
+$166.5K
11,485
+4%
减持
WDAY
WORKDAY INC CL A
+$166.2K
10,114
-1%
增持
KMB
KIMBERLY-CLARK CORP COM
+$157.3K
19,579
+3%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$147.2K
56,304
+11%
增持
OMC
OMNICOM GROUP INC COM
+$146.2K
26,403
+5%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$144.7K
15,518
+3%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$144.4K
2,615
-30%
增持
PG
PROCTER AND GAMBLE CO COM
+$139.7K
18,659
+3%
减持
MA
MASTERCARD INCORPORATED CL A
+$139.1K
6,633
-2%
减持
UNM
UNUM GROUP COM
-$127.1K
10,833
-33%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$121.4K
41,514
+1%
增持
VRSN
VERISIGN INC COM
+$120.2K
7,634
+1%
减持
LW
LAMB WESTON HLDGS INC COM
-$118.9K
5,547
-23%
增持
CLX
CLOROX CO DEL COM
+$117.1K
16,456
+4%
增持
C
CITIGROUP INC COM NEW
+$107.2K
48,445
+7%
增持
IP
INTERNATIONAL PAPER CO COM
-$105.4K
67,645
+8%
增持
PSX
PHILLIPS 66 COM
-$103.0K
29,639
+3%
减持
GILD
GILEAD SCIENCES INC COM
-$100.3K
3,762
-20%
减持
PAG
PENSKE AUTOMOTIVE GRP INC COM
+$99.7K
23,167
-13%
减持
TSLA
TESLA INC COM
+$94.4K
1,978
-3%
减持
NVDA
NVIDIA CORPORATION COM
+$92.8K
761
-8%
增持
SCCO
SOUTHERN COPPER CORP COM
+$92.7K
6,336
+34%
增持
—
UNILEVER PLC SPON ADR NEW
+$91.9K
51,649
+3%
减持
ADI
ANALOG DEVICES INC COM
-$89.5K
16,306
-2%
增持
EIX
EDISON INTL COM
+$76.1K
36,137
+5%
增持
MMM
3M CO COM
+$72.1K
19,747
+9%
减持
BIIB
BIOGEN INC COM
-$66.5K
976
-21%
增持
AMGN
AMGEN INC COM
-$60.5K
10,282
+6%
增持
PEP
PEPSICO INC COM
+$58.8K
3,352
+9%
增持
GPC
GENUINE PARTS CO COM
+$57.2K
19,094
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$53.5K
12,224
+3%
增持
MET
METLIFE INC COM
+$51.6K
44,564
+5%
减持
BBDC
BARINGS BDC INC COM
-$51.3K
26,970
-18%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$51.2K
95,543
-0%
增持
—
EXXON MOBIL CORP COM
-$48.9K
40,900
+1%
增持
BNY
BANK NEW YORK MELLON CORP COM
-$47.1K
63,013
+0%
增持
QCOM
QUALCOMM INC COM
-$43.0K
20,996
+5%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$39.1K
2,731
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$34.5K
58,356
+1%
减持
INTU
INTUIT COM
+$29.0K
4,549
-1%
减持
FSK
FS KKR CAP CORP COM
-$25.6K
31,166
-8%
减持
NVO
NOVO-NORDISK A S ADR
-$17.2K
13,421
-2%
增持
OLN
OLIN CORP COM PAR $1
-$13.0K
43,184
+7%
