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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 80
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$63.9M
1,230,069
+399%
减持
DGRW
WISDOMTREE TR
-$49.2M
134,993
-82%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
-$40.5M
97,842
-88%
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
BSV
VANGUARD BD INDEX FDS
+$39.6M
845,784
+145%
增持
IVE
ISHARES TR
+$38.8M
212,043
+2428%
减持
IJK
ISHARES TR
-$34.9M
33,526
-92%
建仓
STIP
ISHARES TR
+$31.9M
308,537
增持
BIV
VANGUARD BD INDEX FDS
+$30.7M
535,493
+287%
增持
SCHV
SCHWAB STRATEGIC TR
+$27.9M
1,102,992
+1943%
减持
VOT
VANGUARD INDEX FDS
-$26.5M
15,146
-87%
减持
IVW
ISHARES TR
-$25.9M
363,967
-38%
增持
IJJ
ISHARES TR
+$25.8M
222,382
+3214%
减持
SCHG
SCHWAB STRATEGIC TR
-$20.1M
521,462
-56%
增持
VOE
VANGUARD INDEX FDS
+$19.3M
128,660
+1405%
增持
IJS
ISHARES TR
+$18.1M
193,510
+2764%
增持
EMXC
ISHARES INC
+$18.0M
374,473
+697%
减持
IJT
ISHARES TR
-$17.8M
16,783
-89%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$17.4M
556,704
减持
VO
VANGUARD INDEX FDS
-$15.5M
47,046
-55%
增持
AAPL
APPLE INC
-$15.0M
615,532
+2%
减持
VBK
VANGUARD INDEX FDS
-$14.4M
6,112
-89%
减持
AGG
ISHARES TR
-$13.7M
266,010
-36%
减持
VOO
VANGUARD INDEX FDS
-$12.6M
225,575
-5%
增持
VBR
VANGUARD INDEX FDS
+$11.8M
81,796
+377%
减持
DDWM
WISDOMTREE TR
-$11.3M
42,071
-89%
增持
IEF
ISHARES TR
+$10.7M
144,449
+329%
增持
IEFA
ISHARES TR
+$10.6M
394,744
+44%
增持
SPTL
SPDR SER TR
+$10.6M
442,269
+700%
减持
SUSA
ISHARES TR
-$10.6M
105,136
-44%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$9.7M
167,589
建仓
AVDV
AMERICAN CENTY ETF TR
+$9.3M
133,604
减持
RODM
LATTICE STRATEGIES TR
-$9.3M
83,427
-80%
增持
AVGO
BROADCOM INC
-$9.1M
158,084
+3%
减持
SGOV
ISHARES TR
-$9.0M
24,704
-78%
减持
DIVB
ISHARES TR
-$8.8M
32,054
-85%
增持
USMV
ISHARES TR
+$8.2M
159,439
+111%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$8.2M
133,968
-61%
增持
EFV
ISHARES TR
+$7.6M
162,956
+332%
增持
IXUS
ISHARES TR
+$7.6M
406,533
+29%
增持
IDEV
ISHARES TR
+$7.3M
109,529
+3160%
增持
IQLT
ISHARES TR
+$7.3M
194,052
+1764%
增持
COST
COSTCO WHSL CORP NEW
+$7.1M
21,232
+50%
建仓
IAUM
ISHARES GOLD TR
+$7.0M
223,243
增持
IAU
ISHARES GOLD TR
+$6.6M
206,232
+85%
建仓
LVHI
LEGG MASON ETF INVT
+$6.6M
203,430
减持
IWY
ISHARES TR
-$6.6M
953
-97%
增持
GOOGL
ALPHABET INC
-$6.4M
227,660
+4%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$5.9M
300,016
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.6M
50,208
+8%
增持
JAAA
JANUS DETROIT STR TR
+$5.5M
241,273
+81%
增持
BLV
VANGUARD BD INDEX FDS
+$5.5M
81,843
+1722%
增持
V
VISA INC
+$5.2M
104,047
+5%
增持
MSFT
MICROSOFT CORP
-$5.2M
188,169
+5%
增持
NVDA
NVIDIA CORPORATION
-$5.2M
266,136
+5%
增持
MINT
PIMCO ETF TR
+$5.2M
89,470
+134%
减持
QQQ
INVESCO QQQ TR
-$5.1M
61,479
-7%
增持
GOOG
ALPHABET INC
-$5.0M
163,363
+2%
增持
USHY
ISHARES TR
+$4.8M
185,920
+233%
增持
AMZN
AMAZON COM INC
-$4.7M
255,710
+5%
减持
MOAT
VANECK ETF TRUST
-$4.6M
19,548
-71%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.6M
75,770
-58%
减持
EZM
WISDOMTREE TR
-$4.5M
16,522
-81%
增持
PJAN
INNOVATOR ETFS TRUST
+$4.5M
199,669
+121%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$4.2M
361,452
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$3.8M
44,902
增持
VTI
VANGUARD INDEX FDS
+$3.7M
67,927
+32%
减持
XSD
SPDR SER TR
-$3.7M
1,047
-93%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.6M
76,977
+1438%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$3.6M
86,722
+382%
减持
VCR
VANGUARD WORLD FD
-$3.4M
1,708
-84%
增持
PM
PHILIP MORRIS INTL INC
+$3.4M
70,621
+9%
减持
COWG
PACER FDS TR
-$3.4M
155,761
-39%
建仓
SCHC
SCHWAB STRATEGIC TR
+$3.3M
92,304
减持
EAGG
ISHARES TR
-$3.3M
113,928
-39%
减持
—
EATON CORP PLC
-$3.2M
51,423
-1%
减持
PJUL
INNOVATOR ETFS TRUST
-$3.1M
106,819
-41%
减持
IGIB
ISHARES TR
-$3.1M
193,683
-25%
增持
FISV
FISERV INC
+$3.1M
72,445
+15%
增持
TSLA
TESLA INC
-$3.0M
26,536
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
208,155
+4%
增持
CHD
CHURCH & DWIGHT CO INC
+$3.0M
557,496
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
30,270
+102%
增持
CRM
SALESFORCE INC
-$2.8M
67,137
+8%
减持
VIS
VANGUARD WORLD FD
-$2.8M
2,180
-83%
增持
—
EXXON MOBIL CORP
+$2.7M
157,375
+6%
减持
ADBE
ADOBE INC
-$2.7M
22,403
-12%
减持
ORCL
ORACLE CORP
-$2.7M
60,909
-9%
增持
ELV
ELEVANCE HEALTH INC
+$2.6M
23,446
+14%
增持
BINC
BLACKROCK ETF TRUST II
+$2.6M
74,265
+193%
建仓
VUSB
VANGUARD BD INDEX FDS
+$2.6M
51,332
增持
AVDE
AMERICAN CENTY ETF TR
+$2.5M
197,825
+15%
减持
IJR
ISHARES TR
-$2.5M
225,894
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.5M
561,180
-17%
增持
—
MEDTRONIC PLC
+$2.5M
153,239
+9%
减持
XJH
ISHARES TR
-$2.5M
76,164
-42%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
9
+29%
增持
ABBV
ABBVIE INC
+$2.4M
66,248
+3%
增持
NOW
SERVICENOW INC
+$2.4M
11,962
+77%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$2.3M
97,335
增持
HYG
ISHARES TR
+$2.3M
74,267
+65%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
96,431
+2%
减持
CVNA
CARVANA CO
-$2.3M
1,470
-88%
增持
BX
BLACKSTONE INC
-$2.2M
73,901
+1%
清仓
UAPR
INNOVATOR ETFS TRUST
-$2.2M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
-$2.1M
45,116
+1%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$2.1M
263,610
+92%
清仓
BYLD
ISHARES TR
-$2.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
47,312
+6%
增持
SLQD
ISHARES TR
+$2.1M
869,939
+4%
增持
TLH
ISHARES TR
+$2.1M
29,009
+218%
减持
EES
WISDOMTREE TR
-$2.1M
4,181
-90%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.1M
9,451
-37%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$2.1M
108,119
+64%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$2.0M
299,350
+71%
减持
VGT
VANGUARD WORLD FD
-$2.0M
7,035
-25%
减持
SMMD
ISHARES TR
-$2.0M
343,986
-0%
增持
IEI
ISHARES TR
+$2.0M
28,709
+131%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.0M
150,345
-5%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$1.9M
38,054
-41%
增持
IUSB
ISHARES TR
+$1.9M
248,330
+18%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.9M
34,372
+253%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.9M
21,559
增持
LLY
ELI LILLY & CO
+$1.9M
17,756
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
238,900
+6%
增持
GLD
SPDR GOLD TR
+$1.9M
26,867
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
31,445
-24%
增持
SHYG
ISHARES TR
+$1.8M
89,471
+91%
减持
STXD
EA SERIES TRUST
-$1.8M
79,381
-40%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$1.8M
43,405
增持
JNK
SPDR SER TR
+$1.8M
50,003
+60%
增持
COP
CONOCOPHILLIPS
+$1.8M
62,506
+29%
增持
AMAT
APPLIED MATLS INC
+$1.8M
42,094
+57%
增持
PYPL
PAYPAL HLDGS INC
+$1.7M
121,471
+68%
增持
CVX
CHEVRON CORP NEW
+$1.7M
66,032
+3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.7M
79,802
-34%
清仓
SCI
SERVICE CORP INTL
-$1.7M
0
-100%
清仓
CAOS
EA SERIES TRUST
-$1.7M
0
-100%
增持
—
CHECK POINT SOFTWARE TECH LT
+$1.7M
31,890
+6%
减持
IJH
ISHARES TR
-$1.6M
109,195
-15%
建仓
RFI
COHEN & STEERS TOTAL RETURN
+$1.6M
133,500
减持
SIVR
ABRDN SILVER ETF TRUST
-$1.6M
169,127
-34%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
增持
UTG
REAVES UTIL INCOME FD
+$1.6M
58,792
+426%
减持
ANGL
VANECK ETF TRUST
-$1.6M
36,661
-60%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.6M
64,642
+274%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.6M
152,649
+38%
增持
SCHW
SCHWAB CHARLES CORP
+$1.5M
163,007
+8%
增持
O
REALTY INCOME CORP
+$1.5M
129,979
+15%
减持
VXF
VANGUARD INDEX FDS
-$1.5M
23,974
-19%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.5M
21,348
-52%
