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Pensionmark Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pensionmark Financial Group, LLC
报告期 2026-03-31 · CIK 0001652594
持仓数
1,572
前50大市值合计
$2.59B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 46
增持 94
减持 9
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
DGRW
WISDOMTREE TR
+$60.4M
726,113
建仓
CHD
CHURCH & DWIGHT CO INC
+$58.3M
557,085
建仓
FLQL
FRANKLIN TEMPLETON ETF TR
+$45.4M
781,002
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。
增持
AAPL
APPLE INC
+$43.6M
513,775
+42%
增持
MSFT
MICROSOFT CORP
+$41.6M
153,683
+180%
增持
IJS
ISHARES TR
+$38.7M
363,078
+6991%
增持
VOO
VANGUARD INDEX FDS
+$32.0M
220,021
+31%
减持
SCHG
SCHWAB STRATEGIC TR
-$30.8M
99,609
-76%
增持
VBR
VANGUARD INDEX FDS
+$30.8M
158,567
+2682%
增持
AGG
ISHARES TR
+$30.4M
316,352
+1818%
增持
META
META PLATFORMS INC
+$27.5M
64,960
+240%
增持
JPM
JPMORGAN CHASE & CO.
+$26.3M
190,752
+177%
增持
SUSA
ISHARES TR
+$23.5M
197,289
+9889%
增持
VO
VANGUARD INDEX FDS
+$23.0M
97,694
+760%
增持
GOOGL
ALPHABET INC
+$21.6M
181,209
+290%
增持
AMZN
AMAZON COM INC
+$21.0M
214,305
+119%
增持
IVE
ISHARES TR
+$21.0M
112,303
+1511%
减持
IVW
ISHARES TR
-$20.9M
271,973
-33%
增持
IJJ
ISHARES TR
+$20.3M
177,809
+0%
增持
AVGO
BROADCOM INC
+$19.2M
131,500
+5916%
减持
IJK
ISHARES TR
-$18.2M
26,919
-29%
增持
V
VISA INC
+$18.2M
91,877
+241%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.1M
41,575
+239%
减持
IJT
ISHARES TR
-$18.1M
11,922
-95%
增持
VOE
VANGUARD INDEX FDS
+$17.1M
108,903
+1316%
增持
SCHV
SCHWAB STRATEGIC TR
+$16.2M
217,084
+1175%
增持
HD
HOME DEPOT INC
+$16.0M
50,099
+305%
增持
MSI
MOTOROLA SOLUTIONS INC
+$15.8M
35,720
+5404%
增持
—
EATON CORP PLC
+$15.2M
50,303
+982%
建仓
IQV
IQVIA HLDGS INC
+$14.6M
61,749
减持
VBK
VANGUARD INDEX FDS
-$14.4M
2,316
-96%
减持
VOT
VANGUARD INDEX FDS
-$14.2M
6,593
-90%
增持
WMT
WALMART INC
+$13.6M
252,282
+151%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$13.3M
336,596
增持
USMV
ISHARES TR
+$13.3M
191,915
+278%
增持
—
TRANE TECHNOLOGIES PLC
+$13.2M
34,581
+5253%
增持
CRM
SALESFORCE INC
+$12.8M
54,446
+570%
增持
BKNG
BOOKING HOLDINGS INC
+$12.6M
3,076
+3562%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.1M
36,707
+211%
增持
MRK
MERCK & CO INC
+$12.1M
131,233
+475%
建仓
DDWM
WISDOMTREE TR
+$11.9M
333,173
建仓
RODM
LATTICE STRATEGIES TR
+$11.2M
366,287
增持
MPC
MARATHON PETE CORP
+$11.1M
69,759
+4227%
增持
IGIB
ISHARES TR
+$11.0M
211,296
+2953%
增持
VTI
VANGUARD INDEX FDS
+$10.9M
50,097
+314%
增持
APD
AIR PRODS & CHEMS INC
+$10.7M
38,423
+1205%
建仓
DIVB
ISHARES TR
+$10.3M
212,387
增持
CMCSA
COMCAST CORP NEW
+$9.6M
254,545
+904%
增持
ADI
ANALOG DEVICES INC
+$9.5M
42,180
+4581%
增持
FISV
FISERV INC
+$9.5M
55,802
+1470%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.5M
55,638
+4575%
增持
NVDA
NVIDIA CORPORATION
+$9.3M
148,626
+109%
增持
JNJ
JOHNSON & JOHNSON
+$9.2M
82,736
+190%
建仓
SCHW
SCHWAB CHARLES CORP
+$9.2M
142,124
清仓
ILCG
ISHARES TR
-$8.9M
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$8.9M
17,028
增持
ORCL
ORACLE CORP
+$8.7M
71,159
+192%
增持
EAGG
ISHARES TR
+$8.5M
190,296
+1101%
增持
—
CHUBB LIMITED
+$8.5M
32,183
+895%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.2M
61,505
+431%
增持
—
MEDTRONIC PLC
+$8.2M
126,314
+213%
增持
MA
MASTERCARD INCORPORATED
+$7.8M
18,516
+512%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$7.7M
52,946
+759%
建仓
CME
CME GROUP INC
+$7.6M
34,514
增持
SPY
SPDR S&P 500 ETF TR
+$7.5M
50,246
+28%
增持
TJX
TJX COS INC NEW
+$7.4M
71,837
+692%
增持
IUSB
ISHARES TR
+$7.4M
263,508
+139%
建仓
KMX
CARMAX INC
+$6.9M
89,707
增持
SBUX
STARBUCKS CORP
+$6.7M
71,292
+1941%
建仓
MOAT
VANECK ETF TRUST
+$6.6M
68,548
增持
—
NXP SEMICONDUCTORS N V
+$6.6M
28,909
+2103%
增持
SPGI
S&P GLOBAL INC
+$6.5M
16,880
+246%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$6.5M
147,346
+2565%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$6.1M
199,840
增持
DRI
DARDEN RESTAURANTS INC
+$6.0M
40,741
+824%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.0M
189,527
+208%
建仓
XJH
ISHARES TR
+$5.9M
139,072
增持
FIS
FIDELITY NATL INFORMATION SV
+$5.7M
70,971
+2063%
增持
IJR
ISHARES TR
+$5.7M
186,994
+23%
增持
DVN
DEVON ENERGY CORP NEW
+$5.6M
149,437
+3440%
增持
NEE
NEXTERA ENERGY INC
+$5.6M
79,783
+403%
建仓
OSEA
HARBOR ETF TRUST
+$5.6M
191,996
建仓
—
CHECK POINT SOFTWARE TECH LT
+$5.5M
28,763
增持
ALL
ALLSTATE CORP
+$5.5M
33,530
+534%
建仓
DEO
DIAGEO PLC
+$5.5M
39,264
建仓
EZM
WISDOMTREE TR
+$5.5M
87,703
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$5.5M
32,580
+220%
增持
QCOM
QUALCOMM INC
+$5.5M
45,166
+304%
增持
PM
PHILIP MORRIS INTL INC
+$5.4M
50,672
+567%
建仓
TOTL
SSGA ACTIVE ETF TR
+$5.4M
129,771
建仓
—
JOHNSON CTLS INTL PLC
+$5.4M
69,080
增持
—
EXXON MOBIL CORP
+$5.3M
124,285
+55%
建仓
PYPL
PAYPAL HLDGS INC
+$5.3M
67,871
建仓
BBY
BEST BUY INC
+$5.2M
50,667
建仓
—
STERIS PLC
+$5.2M
21,321
建仓
—
INVESTMENT MANAGERS SER TR I
+$5.1M
133,167
增持
NOW
SERVICENOW INC
+$5.1M
6,549
+586%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$5.0M
23,611
增持
VB
VANGUARD INDEX FDS
+$4.8M
42,173
+77%
增持
UNP
UNION PAC CORP
+$4.8M
35,581
+103%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.7M
81,727
增持
GERN
GERON CORP
+$4.6M
1,029,553
+10151%
增持
VXF
VANGUARD INDEX FDS
+$4.5M
27,985
+746%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
377,930
+21%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$4.4M
49,356
增持
IEFA
ISHARES TR
+$4.4M
111,809
+87%
增持
EW
EDWARDS LIFESCIENCES CORP
+$4.4M
72,277
+1661%
增持
VGT
VANGUARD WORLD FD
+$4.4M
9,088
+439%
增持
DIS
DISNEY WALT CO
+$4.3M
58,367
+358%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.3M
92,706
+137%
建仓
COR
CENCORA INC
+$4.1M
18,090
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.1M
32,298
+163%
增持
COP
CONOCOPHILLIPS
+$4.0M
43,928
+747%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$4.0M
20,834
增持
ADBE
ADOBE INC
+$4.0M
17,704
+89%
建仓
FANG
DIAMONDBACK ENERGY INC
+$3.9M
22,823
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.9M
86,965
增持
WFC
WELLS FARGO CO NEW
+$3.9M
75,432
+1264%
建仓
ADSK
AUTODESK INC
+$3.9M
14,241
建仓
GD
GENERAL DYNAMICS CORP
+$3.9M
12,881
建仓
NVS
NOVARTIS AG
+$3.9M
33,671
增持
SPYM
SPDR SER TR
+$3.9M
216,607
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8M
108,827
+230%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.7M
201,266
+45%
增持
IJH
ISHARES TR
+$3.6M
88,022
+180%
增持
GOOG
ALPHABET INC
+$3.6M
149,907
+28%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$3.6M
40,245
建仓
HDV
ISHARES TR
+$3.5M
30,049
建仓
VCR
VANGUARD WORLD FD
+$3.5M
10,340
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$3.5M
14,889
-82%
建仓
VIS
VANGUARD WORLD FD
+$3.4M
13,091
增持
PG
PROCTER AND GAMBLE CO
+$3.4M
38,334
+95%
增持
APRJ
INNOVATOR ETFS TRUST
+$3.4M
153,058
+837%
增持
PJUL
INNOVATOR ETFS TRUST
+$3.4M
163,672
+95%
减持
IWY
ISHARES TR
-$3.4M
25,905
-39%
增持
XLI
SELECT SECTOR SPDR TR
+$3.3M
28,842
+531%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.3M
173,221
+62%
建仓
—
UNILEVER PLC
+$3.3M
50,955
减持
AVDE
AMERICAN CENTY ETF TR
-$3.3M
152,502
-30%
增持
SJNK
SPDR SER TR
+$3.2M
176,079
+240%
建仓
XSD
SPDR SER TR
+$3.2M
13,140
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$3.1M
48,339
建仓
IBHF
ISHARES TR
+$3.1M
130,545
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$3.0M
60,239
增持
SDY
SPDR SER TR
+$3.0M
25,703
+418%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.0M
140,665
+48%
建仓
EBAY
EBAY INC.
+$2.9M
45,267
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.9M
49,962
+115%
建仓
STXF
EA SERIES TRUST
+$2.8M
75,941
增持
HYG
ISHARES TR
+$2.7M
40,885
+477%
