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
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 108
减持 19
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IJS
ISHARES TR
-$38.5M
6,757
-98%
增持
IJK
ISHARES TR
+$35.2M
414,157
+1439%
增持
IVW
ISHARES TR
+$33.6M
587,869
+116%
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
+$32.0M
605,770
+18%
增持
VOT
VANGUARD INDEX FDS
+$28.6M
118,876
+1703%
减持
VBR
VANGUARD INDEX FDS
-$28.4M
17,144
-89%
增持
SCHG
SCHWAB STRATEGIC TR
+$22.8M
1,188,845
+1094%
减持
IJJ
ISHARES TR
-$21.2M
6,711
-96%
减持
IVE
ISHARES TR
-$20.6M
8,388
-93%
增持
IJT
ISHARES TR
+$18.3M
147,211
+1135%
减持
VOE
VANGUARD INDEX FDS
-$16.9M
8,546
-92%
减持
SCHV
SCHWAB STRATEGIC TR
-$16.0M
53,978
-75%
增持
NVDA
NVIDIA CORPORATION
+$16.0M
253,365
+70%
增持
VBK
VANGUARD INDEX FDS
+$15.3M
56,767
+2351%
增持
AMZN
AMAZON COM INC
+$13.5M
243,408
+14%
增持
AVGO
BROADCOM INC
+$12.9M
153,623
+17%
增持
VOO
VANGUARD INDEX FDS
+$12.4M
238,549
+8%
增持
QQQ
INVESCO QQQ TR
+$12.4M
66,397
+50%
增持
BSV
VANGUARD BD INDEX FDS
+$11.9M
344,771
+85%
增持
GOOGL
ALPHABET INC
+$11.6M
219,904
+21%
减持
USMV
ISHARES TR
-$10.8M
75,462
-61%
增持
IEFA
ISHARES TR
+$10.5M
273,758
+145%
增持
SGOV
ISHARES TR
+$9.8M
114,768
+563%
增持
MSFT
MICROSOFT CORP
+$9.7M
179,913
+17%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$9.1M
32,868
-82%
增持
BIV
VANGUARD BD INDEX FDS
+$9.0M
138,471
+693%
减持
MUB
ISHARES TR
-$8.5M
175,687
-30%
增持
AGG
ISHARES TR
+$8.0M
412,867
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$7.8M
200,437
+5%
增持
IVV
ISHARES TR
+$7.7M
45,693
+37%
建仓
ABNB
AIRBNB INC
+$7.7M
58,494
增持
SDY
SPDR SER TR
+$7.2M
82,458
+221%
建仓
REET
ISHARES TR
+$7.0M
290,747
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.6M
12,925
-76%
增持
V
VISA INC
+$6.0M
98,889
+8%
增持
CRM
SALESFORCE INC
+$6.0M
62,407
+15%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$5.9M
0
-100%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$5.7M
14,159
-93%
增持
GOOG
ALPHABET INC
+$5.5M
160,526
+7%
增持
META
META PLATFORMS INC
+$5.4M
72,792
+12%
清仓
TOTL
SSGA ACTIVE ETF TR
-$5.4M
0
-100%
增持
IEMG
ISHARES INC
+$4.9M
116,654
+470%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.8M
157,655
+93%
减持
DVN
DEVON ENERGY CORP NEW
-$4.8M
33,459
-78%
增持
O
REALTY INCOME CORP
+$4.6M
112,539
+406%
减持
MBB
ISHARES TR
-$4.5M
67,413
-39%
增持
TSLA
TESLA INC
+$4.4M
24,538
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
56,461
+12%
增持
IJR
ISHARES TR
+$4.3M
226,898
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.2M
46,628
+27%
增持
WMT
WALMART INC
+$4.2M
271,515
+8%
减持
MPC
MARATHON PETE CORP
-$3.9M
53,678
-23%
增持
CINF
CINCINNATI FINL CORP
+$3.9M
30,702
+666%
增持
EFAV
ISHARES TR
+$3.8M
58,531
+1411%
建仓
PJAN
INNOVATOR ETFS TRUST
+$3.8M
90,196
增持
IAU
ISHARES GOLD TR
+$3.7M
111,591
+231%
建仓
BLK
BLACKROCK INC
+$3.7M
3,616
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7M
41,633
+105%
减持
NEAR
ISHARES U S ETF TR
-$3.4M
12,686
-84%
增持
EFA
ISHARES TR
+$3.4M
59,157
+351%
增持
HON
HONEYWELL INTL INC
+$3.1M
22,387
+138%
增持
FISV
FISERV INC
+$2.9M
62,919
+13%
增持
SUB
ISHARES TR
+$2.9M
70,417
+65%
减持
IUSB
ISHARES TR
-$2.9M
211,148
-20%
减持
IQV
IQVIA HLDGS INC
-$2.8M
59,989
-3%
增持
SPYG
SPDR SER TR
+$2.7M
48,390
+160%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.6M
40,334
+13%
增持
IWM
ISHARES TR
+$2.5M
18,087
+172%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
42,740
+32%
增持
IJH
ISHARES TR
+$2.5M
128,280
+46%
增持
JAAA
JANUS DETROIT STR TR
+$2.5M
133,309
+59%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.5M
14,960
+101%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
13,975
+62%
增持
SPYM
SPDR SER TR
+$2.4M
246,427
+14%
增持
AMAT
APPLIED MATLS INC
+$2.4M
26,733
+172%
增持
CVX
CHEVRON CORP NEW
+$2.3M
64,389
+35%
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
14,151
+18%
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
增持
ACWI
ISHARES TR
+$2.3M
22,560
+626%
增持
DIS
DISNEY WALT CO
+$2.3M
70,678
+21%
增持
TJX
TJX COS INC NEW
+$2.2M
87,950
+22%
增持
CAT
CATERPILLAR INC
+$2.2M
10,327
+157%
增持
ADBE
ADOBE INC
+$2.1M
25,405
+43%
增持
GLD
SPDR GOLD TR
+$2.1M
24,314
+57%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.1M
7,317
+75%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
21,277
+15%
建仓
VDE
VANGUARD WORLD FD
+$2.0M
16,842
增持
AVUS
AMERICAN CENTY ETF TR
+$2.0M
273,077
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.0M
44,574
+10%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.0M
7
+75%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
151,502
+7%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.9M
28,585
+21%
清仓
IMTM
ISHARES TR
-$1.9M
0
-100%
增持
IGIB
ISHARES TR
+$1.9M
257,945
+22%
增持
NFLX
NETFLIX INC
+$1.9M
4,328
+58%
增持
VO
VANGUARD INDEX FDS
+$1.9M
104,832
+7%
增持
CSCO
CISCO SYS INC
+$1.9M
155,899
+13%
增持
BX
BLACKSTONE INC
+$1.9M
72,823
+5%
增持
ABBV
ABBVIE INC
+$1.9M
64,495
+33%
建仓
RSSB
TIDAL TR II
+$1.9M
81,152
增持
HD
HOME DEPOT INC
+$1.9M
57,006
+14%
建仓
MUNI
PIMCO ETF TR
+$1.9M
36,176
建仓
BLES
NORTHERN LTS FD TR IV
+$1.9M
50,068
建仓
WWJD
NORTHERN LTS FD TR IV
+$1.8M
63,638
增持
SNPS
SYNOPSYS INC
+$1.8M
4,279
+758%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
176,973
+26%
增持
XLF
SELECT SECTOR SPDR TR
+$1.8M
69,322
+100%
增持
IWF
ISHARES TR
+$1.8M
8,783
+86%
增持
FALN
ISHARES TR
+$1.8M
150,524
+83%
建仓
MSTR
MICROSTRATEGY INC
+$1.8M
6,098
增持
EFG
ISHARES TR
+$1.7M
34,059
+136%
建仓
LULU
LULULEMON ATHLETICA INC
+$1.7M
4,533
建仓
CAOS
EA SERIES TRUST
+$1.7M
19,151
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
64,985
+28%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
44,800
+8%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
63,042
+83%
增持
NDAQ
NASDAQ INC
+$1.6M
29,606
+232%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
70,340
+14%
建仓
CRAI
CRA INTL INC
+$1.6M
8,506
增持
T
AT&T INC
+$1.6M
237,477
+36%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.6M
226,993
+23%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
18,383
+53%
增持
IXUS
ISHARES TR
-$1.5M
314,821
+3%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.5M
3,865
+370%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.5M
790,905
+102%
增持
DRI
DARDEN RESTAURANTS INC
+$1.5M
43,600
+7%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.4M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$1.4M
80,928
+7%
增持
—
EXXON MOBIL CORP
+$1.4M
148,604
+20%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
48,027
+25%
减持
MDLZ
MONDELEZ INTL INC
-$1.4M
76,056
-6%
建仓
QTUM
ETF SER SOLUTIONS
+$1.4M
17,230
增持
BAC
BANK AMERICA CORP
+$1.4M
137,308
+17%
增持
SYY
SYSCO CORP
+$1.4M
26,131
+235%
增持
IWO
ISHARES TR
+$1.4M
5,850
+456%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.4M
53,182
增持
SHOP
SHOPIFY INC
+$1.4M
22,559
+77%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.4M
28,435
+36%
建仓
PRI
PRIMERICA INC
+$1.3M
4,949
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
22,144
+138%
增持
NOW
SERVICENOW INC
+$1.3M
6,752
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
110,772
+19%
增持
ELV
ELEVANCE HEALTH INC
-$1.3M
20,537
+21%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.3M
121,125
+39%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
182,532
+24%
清仓
ROAM
LATTICE STRATEGIES TR
-$1.3M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$1.2M
36,468
-14%
增持
RECS
COLUMBIA ETF TR I
+$1.2M
147,693
+29%
增持
MRK
MERCK & CO INC
-$1.2M
137,554
+5%
建仓
KWEB
KRANESHARES TRUST
+$1.2M
41,201
