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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 32
增持 48
减持 32
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$36.6M
85,950
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$35.6M
186,462
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$25.4M
7,891
-87%
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
EFA
ISHARES MSCI EAFE ETF
-$23.1M
0
-100%
清仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$23.0M
0
-100%
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$14.4M
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$13.7M
2,794
-96%
增持
SSO
PROSHARES ULTRA S&P 500
+$12.9M
142,358
+5313%
建仓
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
+$11.8M
440,603
建仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
+$11.6M
120,291
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$10.4M
370,278
+57%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$8.6M
5,233
-92%
增持
GLD
SPDR GOLD SHARES
+$3.6M
62,067
+33%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$2.7M
1,251,234
+99%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$2.6M
1,724,214
+175%
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.4M
0
-100%
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$2.2M
182,984
-32%
增持
AMZN
AMAZON COM INC COM
+$2.1M
16,634
+101%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$2.1M
104,857
+15%
建仓
GOOG
ALPHABET INC CAP STK CL C
+$2.1M
10,831
减持
SPY
SPDR S&P 500 ETF TRUST
-$2.0M
98,862
-5%
清仓
PII
POLARIS INC COM
-$1.9M
0
-100%
减持
CION
CION INVT CORP COM
-$1.9M
523,465
-21%
增持
TSLA
TESLA INC COM
+$1.7M
5,818
+134%
清仓
VRSN
VERISIGN INC COM
-$1.7M
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$1.7M
548,603
+158%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.7M
407,737
+169%
清仓
NKE
NIKE INC CL B
-$1.6M
0
-100%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$1.4M
186,897
-12%
增持
QCOM
QUALCOMM INC COM
+$1.3M
36,581
+45%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$1.3M
13,338
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.2M
388,155
-3%
建仓
—
CARNIVAL CORP PAIRED CTF
+$1.2M
47,587
建仓
BX
BLACKSTONE INC COM
+$1.1M
6,457
建仓
ORCL
ORACLE CORP COM
+$1.0M
6,219
建仓
AXON
AXON ENTERPRISE INC COM
+$1.0M
1,686
建仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$974.5K
37,874
建仓
KMI
KINDER MORGAN INC DEL COM
+$896.6K
32,723
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$887.6K
63,430
-2%
建仓
CBRE
CBRE GROUP INC CL A
+$882.1K
6,719
建仓
SYF
SYNCHRONY FINANCIAL COM
+$872.2K
13,419
建仓
WMB
WILLIAMS COS INC COM
+$863.2K
15,949
清仓
GME
GAMESTOP CORP NEW CL A
-$845.8K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP COM
+$833.7K
5,024
+174%
增持
NVO
NOVO-NORDISK A S ADR
-$796.7K
25,247
+1%
建仓
MTB
M & T BK CORP COM
+$783.3K
4,166
减持
MMM
3M CO COM
-$783.1K
45,768
-6%
增持
ELV
ELEVANCE HEALTH INC COM
-$737.5K
6,441
+8%
减持
AVGO
BROADCOM INC COM
+$721.1K
31,714
-18%
清仓
PPC
PILGRIMS PRIDE CORP COM
-$681.3K
0
-100%
清仓
COHR
COHERENT CORP COM
-$679.7K
0
-100%
清仓
CVLT
COMMVAULT SYS INC COM
-$648.5K
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC COM
-$646.5K
0
-100%
增持
HWM
HOWMET AEROSPACE INC COM
+$641.2K
8,238
+218%
清仓
THC
TENET HEALTHCARE CORP COM NEW
-$641.2K
0
-100%
增持
OMC
OMNICOM GROUP INC COM
-$637.4K
47,607
+4%
增持
AMGN
AMGEN INC COM
-$634.0K
14,727
+6%
减持
JPM
JPMORGAN CHASE & CO. COM
+$615.5K
22,464
-1%
减持
IAU
ISHARES GOLD TRUST
-$613.1K
16,853
-42%
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$611.0K
5,626
清仓
HALO
HALOZYME THERAPEUTICS INC COM
-$598.1K
0
-100%
增持
TRGP
TARGA RES CORP COM
+$587.4K
4,727
+173%
增持
C
CITIGROUP INC COM NEW
+$581.9K
71,966
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$565.5K
43,802
+27%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$529.6K
0
-100%
增持
—
UNILEVER PLC SPON ADR NEW
-$529.4K
82,116
+3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$522.4K
6,907
清仓
ARM
ARM HOLDINGS PLC SPONSORED ADS
-$515.4K
0
-100%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$501.2K
79,827
-0%
清仓
KLAC
KLA CORP COM NEW
-$499.5K
0
-100%
增持
FICO
FAIR ISAAC CORP COM
+$492.1K
377
+183%
清仓
SFM
SPROUTS FMRS MKT INC COM
-$483.9K
0
-100%
增持
IRM
IRON MTN INC DEL COM
+$483.6K
7,165
+216%
减持
WMT
WALMART INC COM
+$468.9K
64,673
-3%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$462.6K
0
-100%
减持
IP
INTERNATIONAL PAPER CO COM
+$431.7K
108,101
-2%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$425.0K
13,765
-2%
增持
IDU
ISHARES U.S. UTILITIES ETF
+$424.1K
105,167
+11%
清仓
CSWC
CAPITAL SOUTHWEST CORP COM
-$421.1K
0
-100%
增持
IQV
IQVIA HLDGS INC COM
-$411.8K
12,602
+3%
减持
RTX
RTX CORPORATION COM
-$393.9K
69,006
-0%
增持
VST
VISTRA CORP COM
+$390.3K
8,220
+31%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$372.6K
4,649
+81%
清仓
GE
GE AEROSPACE COM NEW
-$366.6K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$357.6K
2,165
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$352.3K
841
-60%
建仓
APP
APPLOVIN CORP COM CL A
+$346.5K
1,070
减持
LOW
LOWES COS INC COM
-$344.1K
13,034
-1%
增持
EIX
EDISON INTL COM
-$341.2K
60,498
+2%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$321.2K
111,320
-2%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$319.7K
357,093
+4%
清仓
—
ARISTA NETWORKS INC COM
-$317.8K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
-$317.6K
23,639
+3%
建仓
DASH
DOORDASH INC CL A
+$313.9K
1,871
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$308.0K
16,538
+1%
清仓
MPWR
MONOLITHIC PWR SYS INC COM
-$306.9K
0
-100%
增持
ABBV
ABBVIE INC COM
-$299.7K
25,990
+4%
增持
GD
GENERAL DYNAMICS CORP COM
-$299.2K
8,323
+1%
建仓
TMUS
T-MOBILE US INC COM
+$296.9K
1,345
清仓
NEM
NEWMONT CORP COM
-$295.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$286.1K
10,385
-25%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$284.7K
0
-100%
清仓
NRG
NRG ENERGY INC COM NEW
-$284.5K
0
-100%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$275.2K
2,490
建仓
SOFI
SOFI TECHNOLOGIES INC COM
+$273.9K
17,786
增持
PSX
PHILLIPS 66 COM
-$270.5K
34,956
+8%
减持
ADI
ANALOG DEVICES INC COM
-$270.0K
14,418
-0%
清仓
GLW
CORNING INC COM
-$269.6K
0
-100%
增持
GPC
GENUINE PARTS CO COM
-$264.3K
31,541
+12%
增持
—
EXXON MOBIL CORP COM
-$262.8K
44,622
+3%
清仓
TRMB
TRIMBLE INC COM
-$259.9K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$256.8K
574
清仓
MHK
MOHAWK INDS INC COM
-$254.8K
0
-100%
建仓
KKR
KKR & CO INC COM
+$251.4K
1,700
清仓
NTAP
NETAPP INC COM
-$250.8K
0
-100%
建仓
MS
MORGAN STANLEY COM NEW
+$246.5K
1,961
建仓
FISV
FISERV INC COM
+$243.6K
1,186
清仓
TYL
TYLER TECHNOLOGIES INC COM
-$240.5K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$240.3K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$236.2K
2,079
清仓
UHS
UNIVERSAL HLTH SVCS INC CL B
-$236.1K
0
-100%
建仓
AFRM
AFFIRM HLDGS INC COM CL A
+$231.8K
3,806
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$229.5K
91,207
-3%
增持
KMB
KIMBERLY-CLARK CORP COM
-$228.6K
34,007
+3%
建仓
TOST
TOAST INC CL A
+$223.9K
6,144
建仓
CAVA
CAVA GROUP INC COM
+$222.0K
1,968
清仓
SO
SOUTHERN CO COM
-$209.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$206.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$202.5K
27,588
-9%
减持
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
-$201.6K
9,805
-47%
减持
TTD
THE TRADE DESK INC COM CL A
-$198.7K
2,485
-44%
清仓
NU
NU HLDGS LTD ORD SHS CL A
-$183.1K
0
-100%
增持
ABT
ABBOTT LABS COM
+$161.6K
37,075
+5%
清仓
BBDC
BARINGS BDC INC COM
-$159.7K
0
-100%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$155.2K
97,204
+3%
清仓
UWMC
UWM HOLDINGS CORPORATION COM CL A
-$146.6K
0
-100%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$131.3K
74,779
+120%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$128.8K
9,225
-1%
减持
MA
MASTERCARD INCORPORATED CL A
+$120.0K
5,486
-2%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$117.3K
57,941
-4%
减持
WDAY
WORKDAY INC CL A
+$99.3K
9,336
-1%
增持
MCD
MCDONALDS CORP COM
-$89.4K
14,543
+3%
增持
MRK
MERCK & CO INC COM
-$73.3K
39,039
+12%
增持
CVX
CHEVRON CORP NEW COM
+$71.0K
29,091
+3%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$66.2K
80,259
+1%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$55.2K
55,194
+7%
增持
SCHP
SCHWAB US TIPS ETF
+$51.2K
29,154
+123%
增持
COP
CONOCOPHILLIPS COM
+$49.6K
39,301
+8%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
+$40.9K
7,078
-26%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$32.4K
30,973
+7%
