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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 27
增持 40
减持 29
清仓 54
方向
标的
Δ市值
现股数(环比)
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$71.5M
257,426
+200%
增持
SPY
SPDR S&P 500 ETF TR
+$66.2M
221,909
+124%
增持
IVW
ISHARES TR
+$66.0M
1,135,349
+192%
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
IVE
ISHARES S&P 500 VALUE ETF
-$35.6M
0
-100%
清仓
IYR
ISHARES U.S. REAL ESTATE ETF
-$34.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$20.8M
124,515
+101%
建仓
IEF
ISHARES TR
+$15.8M
165,901
清仓
SSO
PROSHARES ULTRA S&P 500
-$13.2M
0
-100%
清仓
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
-$11.8M
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$11.8M
126,400
清仓
IYF
ISHARES U.S. FINANCIALS ETF
-$11.6M
0
-100%
清仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
-$11.6M
0
-100%
清仓
IDU
ISHARES U.S. UTILITIES ETF
-$10.1M
0
-100%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$8.5M
0
-100%
减持
HYG
ISHARES TR
-$7.9M
10,747
-90%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.5M
1,559,253
-10%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$4.1M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$3.7M
92,586
+111%
清仓
LOW
LOWES COS INC COM
-$3.2M
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.0M
440,486
-20%
清仓
LNG
CHENIERE ENERGY INC COM NEW
-$3.0M
0
-100%
建仓
VEEV
VEEVA SYS INC
+$2.9M
12,370
建仓
APD
AIR PRODS & CHEMS INC
+$2.7M
9,245
增持
MSFT
MICROSOFT CORP
+$2.7M
20,831
+70%
建仓
ADBE
ADOBE INC
+$2.5M
6,632
增持
BIV
VANGUARD BD INDEX FDS
+$2.5M
380,628
+7%
减持
SGOL
ETFS GOLD TR
-$2.4M
72,762
-60%
减持
AVGO
BROADCOM INC
-$2.4M
29,572
-7%
减持
SPMD
SPDR SER TR
-$2.2M
156,032
-17%
清仓
NVO
NOVO-NORDISK A S ADR
-$2.2M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
1,277,623
+2%
减持
QQQ
INVESCO QQQ TR
-$2.0M
4,432
-44%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
22,313
-19%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
339,972
-17%
减持
TSLA
TESLA INC
-$1.5M
3,116
-46%
建仓
BIL
SPDR SER TR
+$1.3M
14,271
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$1.3M
0
-100%
清仓
—
CARNIVAL CORP PAIRED CTF
-$1.2M
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$1.2M
0
-100%
清仓
VST
VISTRA CORP COM
-$1.1M
0
-100%
清仓
BX
BLACKSTONE INC COM
-$1.1M
0
-100%
建仓
IJJ
ISHARES TR
+$1.1M
8,827
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$1.0M
0
-100%
清仓
ORCL
ORACLE CORP COM
-$1.0M
0
-100%
减持
CION
CION INVT CORP
-$1.0M
478,317
-9%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
3,523
-66%
清仓
AXON
AXON ENTERPRISE INC COM
-$1.0M
0
-100%
增持
AMGN
AMGEN INC
+$989.0K
15,495
+5%
清仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$974.5K
0
-100%
清仓
HWM
HOWMET AEROSPACE INC COM
-$901.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL COM
-$896.6K
0
-100%
增持
ABBV
ABBVIE INC
+$887.8K
26,280
+1%
清仓
CBRE
CBRE GROUP INC CL A
-$882.1K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL COM
-$872.2K
0
-100%
清仓
WMB
WILLIAMS COS INC COM
-$863.2K
0
-100%
清仓
TRGP
TARGA RES CORP COM
-$843.8K
0
-100%
减持
SPSM
SPDR SER TR
-$843.6K
10,884
-62%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$834.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$826.0K
30,125
+4%
减持
RTX
RTX CORPORATION
+$814.3K
66,432
-4%
增持
ABT
ABBOTT LABS
+$810.8K
37,726
+2%
清仓
MTB
M & T BK CORP COM
-$783.3K
0
-100%
清仓
IRM
IRON MTN INC DEL COM
-$753.1K
0
-100%
清仓
FICO
FAIR ISAAC CORP COM
-$750.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$693.2K
9,153
-1%
增持
WM
WASTE MGMT INC DEL
+$676.7K
22,423
+0%
建仓
SHV
ISHARES TR
+$654.4K
5,924
增持
ELV
ELEVANCE HEALTH INC
+$622.1K
6,893
+7%
增持
EIX
EDISON INTL
-$621.4K
71,432
+18%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$617.4K
0
-100%
增持
PSX
PHILLIPS 66
+$579.2K
36,943
+6%
增持
—
ASTRAZENECA PLC
+$545.5K
63,965
+1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$522.4K
0
-100%
增持
GPC
GENUINE PARTS CO
+$507.9K
35,173
+12%
减持
—
EXXON MOBIL CORP
+$504.8K
44,604
-0%
增持
MCD
MCDONALDS CORP
+$500.6K
15,099
+4%
减持
WMT
WALMART INC
-$498.6K
60,880
-6%
增持
COP
CONOCOPHILLIPS
+$492.1K
41,797
+6%
增持
QCOM
QUALCOMM INC
+$477.7K
39,693
+9%
增持
SCHE
SCHWAB STRATEGIC TR
+$447.0K
110,104
+13%
增持
KMB
KIMBERLY-CLARK CORP
+$429.6K
34,354
+1%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$427.2K
0
-100%
增持
XLRE
SELECT SECTOR SPDR TR
+$426.5K
63,830
+16%
增持
VOO
VANGUARD INDEX FDS
+$372.5K
1,578
+94%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$357.6K
0
-100%
清仓
APP
APPLOVIN CORP COM CL A
-$346.5K
0
-100%
建仓
GOOGL
ALPHABET INC
+$335.7K
2,171
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$326.6K
6,516
增持
IJS
ISHARES TR
+$322.7K
9,579
+70%
减持
FSK
FS KKR CAP CORP
-$319.8K
17,046
-45%
建仓
JNK
SPDR SER TR
+$317.9K
3,336
清仓
DASH
DOORDASH INC CL A
-$313.9K
0
-100%
建仓
SHY
ISHARES TR
+$309.4K
3,740
减持
WDAY
WORKDAY INC
-$308.4K
8,995
-4%
减持
ADI
ANALOG DEVICES INC
-$305.1K
13,677
-5%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$303.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$299.5K
27,084
+5%
清仓
TMUS
T-MOBILE US INC COM
-$296.9K
0
-100%
清仓
TTD
THE TRADE DESK INC COM CL A
-$292.1K
0
-100%
增持
AAPL
APPLE INC
-$287.4K
32,032
+8%
清仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
-$278.7K
0
-100%
清仓
ANET
ARISTA NETWORKS INC COM SHS
-$275.2K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
-$275.0K
82,816
+3%
清仓
SOFI
SOFI TECHNOLOGIES INC COM
-$273.9K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$266.1K
1,200
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$264.6K
1,064
清仓
HOOD
ROBINHOOD MKTS INC COM CL A
-$263.7K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$263.5K
1,077
增持
—
UNILEVER PLC
+$257.0K
82,502
+0%
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$256.8K
0
-100%
清仓
KKR
KKR & CO INC COM
-$251.4K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$250.9K
3,069
清仓
MS
MORGAN STANLEY COM NEW
-$246.5K
0
-100%
清仓
FISV
FISERV INC COM
-$243.6K
0
-100%
建仓
SPYM
SPDR SER TR
+$241.0K
3,665
建仓
FXI
ISHARES TR
+$238.3K
6,649
建仓
STIP
ISHARES TR
+$238.2K
2,302
清仓
CVNA
CARVANA CO CL A
-$237.1K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$236.2K
0
-100%
建仓
IGE
ISHARES TR
+$235.9K
5,189
清仓
AFRM
AFFIRM HLDGS INC COM CL A
-$231.8K
0
-100%
建仓
MBB
ISHARES TR
+$230.8K
2,461
建仓
VZ
VERIZON COMMUNICATIONS INC
+$230.6K
5,084
清仓
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$229.5K
0
-100%
建仓
IAI
ISHARES TR
+$227.5K
1,624
清仓
TOST
TOAST INC CL A
-$223.9K
0
-100%
建仓
IWD
ISHARES TR
+$223.0K
1,185
清仓
CAVA
CAVA GROUP INC COM
-$222.0K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$219.3K
651
建仓
T
AT&T INC
+$209.3K
7,400
减持
IAU
ISHARES GOLD TR
-$204.9K
10,677
-37%
建仓
FNV
FRANCO NEV CORP
+$204.5K
1,298
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$193.1K
16,477
-0%
增持
AMZN
AMAZON COM INC
-$179.0K
18,240
+10%
增持
SCHO
SCHWAB STRATEGIC TR
+$177.0K
81,190
+9%
增持
MRK
MERCK & CO INC
+$148.6K
44,922
+15%
减持
MMM
3M CO
-$138.5K
39,287
-14%
增持
TXN
TEXAS INSTRS INC
-$137.6K
23,901
+1%
减持
INTU
INTUIT
-$136.3K
3,895
-3%
增持
IQV
IQVIA HLDGS INC
-$128.1K
13,320
+6%
增持
GOOG
ALPHABET INC
-$119.3K
12,439
+15%
增持
VTI
VANGUARD INDEX FDS
+$89.2K
1,212
+44%
增持
IGSB
ISHARES TR
+$86.8K
91,698
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$84.6K
31,150
+7%
减持
IP
INTERNATIONAL PAPER CO
-$77.9K
107,593
-0%
减持
BNY
BANK NEW YORK MELLON CORP
-$70.8K
52,233
-10%
增持
UPS
UNITED PARCEL SERVICE INC
-$70.3K
34,870
+13%
减持
JPM
JPMORGAN CHASE & CO.
+$62.6K
22,207
-1%
减持
GD
GENERAL DYNAMICS CORP
+$47.3K
8,219
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$34.6K
21,093
-0%
