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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 149 项
建仓 23
增持 80
减持 16
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$34.0M
63,618
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$33.9M
390,079
+7941%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$32.2M
0
-100%
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
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$31.5M
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$9.7M
93,400
+18%
建仓
IDU
ISHARES U.S. UTILITIES ETF
+$8.5M
96,615
清仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
-$6.8M
0
-100%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$6.5M
427,610
+9%
增持
SPY
SPDR S&P 500 ETF TRUST
+$6.3M
107,320
+8%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$6.3M
239,945
-31%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$6.0M
166,632
-29%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$5.9M
235,691
-31%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$5.8M
640,513
-18%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$4.3M
625,392
-13%
增持
GLD
SPDR GOLD SHARES
+$2.5M
48,943
+25%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$2.4M
60,303
+22%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$1.9M
94,171
+29%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$1.8M
72,404
+33%
增持
QCOM
QUALCOMM INC COM
+$1.5M
27,813
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.3M
30,122
+4%
建仓
MU
MICRON TECHNOLOGY INC COM
+$1.2M
9,203
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.1M
25,893
+99%
减持
AAPL
APPLE INC COM
+$1.1M
29,973
-1%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$1.1M
5,470
增持
AVGO
BROADCOM INC COM
+$1.1M
3,475
+2%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$774.3K
58,216
+5%
建仓
GE
GE AEROSPACE COM NEW
+$724.1K
4,555
增持
WMT
WALMART INC COM
+$722.7K
65,934
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$700.8K
32,478
+44%
增持
MMM
3M CO COM
+$696.8K
48,022
+21%
增持
TXN
TEXAS INSTRS INC COM
+$695.7K
22,908
+6%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$674.5K
28,874
+137%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$672.0K
0
-100%
清仓
KD
KYNDRYL HLDGS INC COMMON STOCK
-$666.5K
0
-100%
增持
IP
INTERNATIONAL PAPER CO COM
+$660.3K
110,328
+5%
增持
AMGN
AMGEN INC COM
+$644.8K
13,628
+7%
增持
—
UNILEVER PLC SPON ADR NEW
+$638.0K
80,039
+7%
建仓
SFM
SPROUTS FMRS MKT INC COM
+$622.8K
7,445
清仓
—
UNITED STATES STL CORP NEW COM
-$610.6K
0
-100%
建仓
AMAT
APPLIED MATLS INC COM
+$593.3K
2,514
增持
NRG
NRG ENERGY INC COM NEW
+$587.4K
10,606
+201%
增持
ADI
ANALOG DEVICES INC COM
+$582.6K
14,437
+5%
增持
KMB
KIMBERLY-CLARK CORP COM
+$539.7K
32,364
+6%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC COM NEW
+$533.3K
26,758
增持
RTX
RTX CORPORATION COM
+$525.4K
68,633
+5%
清仓
DDOG
DATADOG INC CL A COM
-$525.2K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$522.1K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$521.5K
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$516.6K
11,244
+5%
清仓
ZS
ZSCALER INC COM
-$499.5K
0
-100%
建仓
CNM
CORE & MAIN INC CL A
+$482.2K
9,853
清仓
XPO
XPO INC COM
-$479.6K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$454.6K
2,271
清仓
LLY
ELI LILLY & CO COM
-$450.5K
0
-100%
增持
PSX
PHILLIPS 66 COM
-$441.2K
31,397
+5%
建仓
CSWC
CAPITAL SOUTHWEST CORP COM
+$434.4K
16,649
增持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$411.5K
291,204
+2%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$407.2K
107,842
+6%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$398.6K
331,358
+2%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$365.3K
13,596
+9%
增持
PG
PROCTER AND GAMBLE CO COM
+$362.1K
24,235
+8%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$358.2K
59,409
+7%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$356.3K
77,089
+6%
增持
AMZN
AMAZON COM INC COM
+$351.6K
10,587
+13%
增持
C
CITIGROUP INC COM NEW
+$343.9K
70,184
+8%
减持
NVO
NOVO-NORDISK A S ADR
+$332.1K
24,563
-1%
增持
EIX
EDISON INTL COM
+$328.6K
59,322
+7%
增持
WDAY
WORKDAY INC CL A
-$321.6K
9,082
+5%
增持
ELV
ELEVANCE HEALTH INC COM
+$308.3K
5,924
+6%
增持
—
EXXON MOBIL CORP COM
+$284.9K
41,936
+7%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$284.4K
1,731
建仓
APH
AMPHENOL CORP NEW CL A
+$282.8K
4,198
增持
JPM
JPMORGAN CHASE & CO. COM
+$279.6K
22,504
+6%
清仓
—
ARISTA NETWORKS INC COM
-$276.6K
0
-100%
增持
WM
WASTE MGMT INC DEL COM
+$275.5K
21,372
+6%
减持
GAP
GAP INC COM
-$273.8K
27,285
-19%
清仓
NOW
SERVICENOW INC COM
-$273.7K
0
-100%
建仓
—
EATON CORP PLC SHS
+$270.0K
861
建仓
PGR
PROGRESSIVE CORP COM
+$265.7K
1,279
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$264.2K
86,821
+7%
清仓
—
LAM RESEARCH CORP COM
-$262.3K
0
-100%
增持
IQV
IQVIA HLDGS INC COM
-$261.9K
12,005
+8%
清仓
CAT
CATERPILLAR INC COM
-$261.8K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$257.3K
26,761
+7%
建仓
TRGP
TARGA RES CORP COM
+$255.1K
1,981
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$248.4K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$247.7K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$243.8K
3,891
增持
LOW
LOWES COS INC COM
-$241.3K
12,903
+7%
建仓
—
GARMIN LTD SHS
+$235.7K
1,447
增持
PII
POLARIS INC COM
-$234.2K
21,263
+12%
建仓
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$234.2K
4,235
清仓
KLAC
KLA CORP COM NEW
-$232.6K
0
-100%
清仓
NFLX
NETFLIX INC COM
-$230.8K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$229.9K
0
-100%
清仓
NU
NU HLDGS LTD ORD SHS CL A
-$229.4K
0
-100%
建仓
—
WESTROCK CO COM
+$229.3K
4,563
建仓
HWM
HOWMET AEROSPACE INC COM
+$224.7K
2,894
建仓
WAB
WABTEC COM
+$223.2K
1,412
清仓
AFRM
AFFIRM HLDGS INC COM CL A
-$220.9K
0
-100%
清仓
MTN
VAIL RESORTS INC COM
-$219.5K
0
-100%
清仓
TW
TRADEWEB MKTS INC CL A
-$219.1K
0
-100%
清仓
ALL
ALLSTATE CORP COM
-$217.0K
0
-100%
清仓
PHM
PULTE GROUP INC COM
-$214.0K
0
-100%
清仓
EXPE
EXPEDIA GROUP INC COM NEW
-$206.6K
0
-100%
清仓
URI
UNITED RENTALS INC COM
-$206.2K
0
-100%
减持
—
SUPER MICRO COMPUTER INC COM
-$206.0K
519
-17%
增持
GD
GENERAL DYNAMICS CORP COM
+$203.4K
8,094
+7%
清仓
ELAN
ELANCO ANIMAL HEALTH INC COM
-$190.1K
0
-100%
减持
DASH
DOORDASH INC CL A
-$178.4K
3,401
-15%
增持
INTU
INTUIT COM
+$159.1K
3,947
+5%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$147.3K
16,172
+9%
减持
CION
CION INVT CORP COM
+$135.7K
695,021
-8%
增持
COP
CONOCOPHILLIPS COM
-$121.5K
34,685
+8%
增持
NKE
NIKE INC CL B
-$117.8K
16,999
+14%
增持
GPC
GENUINE PARTS CO COM
-$117.4K
27,095
+9%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$106.7K
48,924
+9%
增持
VRSN
VERISIGN INC COM
+$105.3K
8,245
+15%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$102.9K
1,623
+0%
增持
MA
MASTERCARD INCORPORATED CL A
-$98.7K
5,684
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$97.7K
9,216
+6%
增持
NVDA
NVIDIA CORPORATION COM
+$96.8K
7,556
+716%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$93.5K
77,355
+6%
增持
ABBV
ABBVIE INC COM
+$92.9K
24,889
+9%
增持
ABT
ABBOTT LABS COM
+$91.9K
33,898
+12%
减持
META
META PLATFORMS INC CL A
-$87.6K
1,630
-13%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$87.0K
3,582
+4%
增持
WDC
WESTERN DIGITAL CORP. COM
+$85.8K
3,914
+27%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$80.6K
32,324
+6%
增持
MET
METLIFE INC COM
+$72.0K
57,367
+8%
建仓
EDD
MORGAN STANLEY EMERGING MKTS COM
+$71.1K
15,600
增持
TSLA
TESLA INC COM
+$64.5K
2,420
+3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$51.6K
27,337
+10%
减持
BBDC
BARINGS BDC INC COM
-$51.2K
16,292
-28%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$48.9K
1,137
+5%
减持
IAU
ISHARES GOLD TRUST
+$39.2K
29,480
-1%
减持
VST
VISTRA CORP COM
+$32.1K
6,806
-14%
增持
MCD
MCDONALDS CORP COM
+$29.8K
13,706
+12%
增持
SCHP
SCHWAB US TIPS ETF
+$22.2K
12,259
+4%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$21.5K
2,638
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$21.5K
858
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$17.9K
2,285
+0%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$17.5K
92,241
+0%
增持
TDG
TRANSDIGM GROUP INC COM
+$16.5K
172
+4%
增持
SSO
PROSHARES ULTRA S&P 500
+$15.2K
2,812
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$8.4K
3,548
+0%
增持
MRK
MERCK & CO INC COM
+$7.9K
33,420
+7%
增持
OMC
OMNICOM GROUP INC COM
+$3.6K
45,061
+8%
减持
—
EQUITRANS MIDSTREAM CORP COM
-$1.9K
42,397
-4%
