小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 35
增持 60
减持 32
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$34.0M
0
-100%
建仓
IYR
ISHARES U.S. REAL ESTATE ETF
+$24.1M
236,561
建仓
EFA
ISHARES MSCI EAFE ETF
+$23.1M
275,968
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。
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$15.3M
60,366
-35%
建仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$14.4M
103,007
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$14.4M
64,974
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$11.4M
249,759
-36%
清仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$8.6M
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$2.4M
627,994
+0%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$2.2M
344,587
+4%
增持
MMM
3M CO COM
+$1.8M
48,948
+2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$1.6M
104,550
-3%
增持
RTX
RTX CORPORATION COM
+$1.5M
69,158
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.4M
399,140
-7%
减持
QCOM
QUALCOMM INC COM
-$1.2M
25,227
-9%
清仓
MU
MICRON TECHNOLOGY INC COM
-$1.2M
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.2M
627,748
-2%
减持
IDU
ISHARES U.S. UTILITIES ETF
+$1.2M
95,021
-2%
增持
AAPL
APPLE INC COM
+$1.1M
31,864
+6%
增持
AVGO
BROADCOM INC COM
+$1.1M
38,444
+1006%
增持
EIX
EDISON INTL COM
+$911.5K
59,380
+0%
增持
WMT
WALMART INC COM
+$910.0K
66,555
+1%
减持
GLD
SPDR GOLD SHARES
+$855.6K
46,815
-4%
建仓
GME
GAMESTOP CORP NEW CL A
+$845.8K
36,886
清仓
META
META PLATFORMS INC CL A
-$821.9K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$812.5K
14,138
+3%
减持
—
UNILEVER PLC SPON ADR NEW
+$784.0K
79,824
-0%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$776.3K
60,316
+2%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$772.2K
79,925
+4%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$757.6K
113,033
+5%
增持
MET
METLIFE INC COM
+$753.4K
57,953
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$747.3K
13,840
+83%
增持
LOW
LOWES COS INC COM
+$716.3K
13,147
+2%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$712.4K
212,085
-12%
增持
OMC
OMNICOM GROUP INC COM
+$691.5K
45,783
+2%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$691.0K
212,370
-10%
建仓
PPC
PILGRIMS PRIDE CORP COM
+$681.3K
14,795
建仓
COHR
COHERENT CORP COM
+$679.7K
7,645
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$673.2K
16,381
+1%
清仓
GAP
GAP INC COM
-$651.8K
0
-100%
增持
ABBV
ABBVIE INC COM
+$649.2K
24,904
+0%
建仓
CVLT
COMMVAULT SYS INC COM
+$648.5K
4,215
建仓
LNTH
LANTHEUS HLDGS INC COM
+$646.5K
5,891
建仓
THC
TENET HEALTHCARE CORP COM NEW
+$641.2K
3,858
减持
IP
INTERNATIONAL PAPER CO COM
+$625.7K
110,262
-0%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$621.9K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC COM
+$598.1K
10,449
减持
IYF
ISHARES U.S. FINANCIALS ETF
+$595.5K
91,446
-3%
清仓
AMAT
APPLIED MATLS INC COM
-$593.3K
0
-100%
减持
CION
CION INVT CORP COM
-$579.5K
659,173
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$561.3K
9,365
+2%
清仓
—
EQUITRANS MIDSTREAM CORP COM
-$550.3K
0
-100%
减持
NRG
NRG ENERGY INC COM NEW
-$541.3K
3,123
-71%
增持
NVO
NOVO-NORDISK A S ADR
-$537.7K
24,930
+1%
清仓
AESI
ATLAS ENERGY SOLUTIONS INC COM NEW
-$533.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$529.6K
1,078
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$515.4K
3,604
增持
ABT
ABBOTT LABS COM
+$509.6K
35,365
+4%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$509.5K
79,510
+3%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$503.2K
64,735
+11%
减持
AMZN
AMAZON COM INC COM
-$500.3K
8,295
-22%
建仓
KLAC
KLA CORP COM NEW
+$499.5K
645
建仓
TTD
THE TRADE DESK INC COM CL A
+$490.8K
4,476
清仓
CNM
CORE & MAIN INC CL A
-$482.2K
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
+$480.3K
18,401
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$462.6K
4,509
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$454.6K
0
-100%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$437.8K
94,029
+8%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$428.0K
2,567
-53%
清仓
—
SUPER MICRO COMPUTER INC COM
-$425.2K
0
-100%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$420.8K
51,488
+5%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$399.4K
62,492
+4%
清仓
DASH
DOORDASH INC CL A
-$370.0K
0
-100%
减持
GE
GE AEROSPACE COM NEW
-$357.5K
1,944
-57%
增持
IQV
IQVIA HLDGS INC COM
+$349.9K
12,188
+2%
增持
NKE
NIKE INC CL B
+$333.7K
18,268
+7%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$325.3K
1,834
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$319.2K
3,562
-1%
建仓
—
ARISTA NETWORKS INC COM
+$317.8K
828
增持
PG
PROCTER AND GAMBLE CO COM
+$316.8K
24,905
+3%
建仓
MPWR
MONOLITHIC PWR SYS INC COM
+$306.9K
332
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$298.6K
269,366
-7%
清仓
WDC
WESTERN DIGITAL CORP. COM
-$296.6K
0
-100%
建仓
NEM
NEWMONT CORP COM
+$295.6K
5,530
增持
TXN
TEXAS INSTRS INC COM
+$293.9K
22,996
+0%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$284.7K
575
清仓
APH
AMPHENOL CORP NEW CL A
-$282.8K
0
-100%
增持
WDAY
WORKDAY INC CL A
+$279.3K
9,450
+4%
清仓
—
EATON CORP PLC SHS
-$270.0K
0
-100%
建仓
GLW
CORNING INC COM
+$269.6K
5,971
建仓
IRM
IRON MTN INC DEL COM
+$269.5K
2,268
清仓
PGR
PROGRESSIVE CORP COM
-$265.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$261.2K
5,607
-1%
建仓
FICO
FAIR ISAAC CORP COM
+$258.5K
133
建仓
MHK
MOHAWK INDS INC COM
+$254.8K
1,586
建仓
NTAP
NETAPP INC COM
+$250.8K
2,031
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$244.3K
34,407
+6%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$243.8K
0
-100%
增持
PII
POLARIS INC COM
+$241.9K
22,910
+8%
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$240.5K
412
建仓
CFG
CITIZENS FINL GROUP INC COM
+$240.3K
5,851
建仓
UHS
UNIVERSAL HLTH SVCS INC CL B
+$236.1K
1,031
清仓
—
GARMIN LTD SHS
-$235.7K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$235.1K
43,190
+3%
清仓
—
WESTROCK CO COM
-$229.3K
0
-100%
清仓
WAB
WABTEC COM
-$223.2K
0
-100%
建仓
CVNA
CARVANA CO CL A
+$223.0K
1,281
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$222.8K
9,513
增持
VRSN
VERISIGN INC COM
+$220.1K
8,876
+8%
清仓
TDG
TRANSDIGM GROUP INC COM
-$219.7K
0
-100%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$218.5K
93,902
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$217.6K
22,619
+1%
增持
AMGN
AMGEN INC COM
+$214.6K
13,881
+2%
增持
KMB
KIMBERLY-CLARK CORP COM
+$212.2K
32,927
+2%
建仓
SO
SOUTHERN CO COM
+$209.2K
2,320
增持
GPC
GENUINE PARTS CO COM
+$199.2K
28,257
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$197.0K
28,884
+6%
建仓
NU
NU HLDGS LTD ORD SHS CL A
+$183.1K
13,416
增持
MRK
MERCK & CO INC COM
-$180.6K
34,843
+4%
增持
PSX
PHILLIPS 66 COM
-$179.2K
32,355
+3%
增持
TSLA
TESLA INC COM
+$171.5K
2,486
+3%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$168.0K
530
-53%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$158.5K
151,411
-9%
减持
VST
VISTRA CORP COM
+$157.8K
6,268
-8%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$155.7K
14,083
+4%
减持
IAU
ISHARES GOLD TRUST
+$152.5K
29,125
-1%
建仓
UWMC
UWM HOLDINGS CORPORATION COM CL A
+$146.6K
17,203
增持
GD
GENERAL DYNAMICS CORP COM
+$143.8K
8,247
+2%
增持
MSFT
MICROSOFT CORP COM
+$143.0K
12,011
+7%
减持
SFM
SPROUTS FMRS MKT INC COM
-$138.9K
4,383
-41%
增持
COP
CONOCOPHILLIPS COM
-$119.5K
36,548
+5%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$112.1K
34,051
+5%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$105.0K
28,655
-1%
增持
ELV
ELEVANCE HEALTH INC COM
-$96.7K
5,987
+1%
清仓
EDD
MORGAN STANLEY EMERGING MKTS COM
-$71.1K
0
-100%
增持
INTU
INTUIT COM
-$70.9K
4,063
+3%
增持
SCHP
SCHWAB US TIPS ETF
+$64.3K
13,087
+7%
增持
CVX
CHEVRON CORP NEW COM
-$43.4K
28,129
+5%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$38.2K
7,056
+0%
增持
ADI
ANALOG DEVICES INC COM
+$37.8K
14,482
+0%
减持
HWM
HOWMET AEROSPACE INC COM
+$35.1K
2,591
-10%
增持
C
CITIGROUP INC COM NEW
+$29.9K
71,625
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$25.2K
861
+0%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$24.8K
27,163
+5%
增持
WM
WASTE MGMT INC DEL COM
-$21.2K
21,861
+2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$15.2K
2,105
-8%
减持
RGLD
ROYAL GOLD INC COM
+$13.2K
2,079
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$10.4K
30,206
+0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$8.3K
3,347
-6%
减持
SSO
PROSHARES ULTRA S&P 500
+$4.9K
2,630
-6%
