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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 99
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$48.1M
744,016
+104%
增持
IJK
ISHARES TR
+$41.4M
485,917
+1349%
增持
MSFT
MICROSOFT CORP
+$40.3M
222,977
+18%
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。
减持
IVE
ISHARES TR
-$37.4M
15,198
-93%
增持
SCHX
SCHWAB STRATEGIC TR
+$37.3M
1,635,660
+1226%
增持
VOT
VANGUARD INDEX FDS
+$27.9M
111,205
+634%
增持
SCHG
SCHWAB STRATEGIC TR
+$26.2M
1,343,084
+158%
减持
IJJ
ISHARES TR
-$26.1M
4,648
-98%
减持
SCHV
SCHWAB STRATEGIC TR
-$25.5M
137,255
-88%
增持
IJT
ISHARES TR
+$21.8M
179,400
+969%
减持
VOE
VANGUARD INDEX FDS
-$19.4M
7,422
-94%
减持
IJS
ISHARES TR
-$18.1M
7,545
-96%
增持
AVGO
BROADCOM INC
+$17.2M
158,445
+0%
增持
NVDA
NVIDIA CORPORATION
+$16.9M
289,668
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$16.1M
231,592
+11%
增持
VBK
VANGUARD INDEX FDS
+$14.5M
58,003
+849%
减持
VBR
VANGUARD INDEX FDS
-$13.8M
7,526
-91%
增持
AMZN
AMAZON COM INC
+$13.6M
283,913
+11%
增持
META
META PLATFORMS INC
+$12.9M
76,267
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.8M
54,121
+223%
减持
VOO
VANGUARD INDEX FDS
+$11.0M
223,470
-1%
减持
IEF
ISHARES TR
-$10.6M
32,688
-77%
增持
SPYM
SPDR SERIES TRUST
+$10.5M
1,257,410
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$10.3M
69,167
+19%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.1M
366,093
+22%
增持
UNH
UNITEDHEALTH GROUP INC
-$9.1M
50,223
+6%
增持
QQQ
INVESCO QQQ TR
+$8.3M
67,383
+10%
增持
AAPL
APPLE INC
+$8.3M
707,040
+15%
增持
IWY
ISHARES TR
+$8.0M
33,373
+3402%
增持
AMAT
APPLIED MATLS INC
+$8.0M
77,171
+83%
减持
USMV
ISHARES TR
-$7.8M
75,601
-53%
建仓
IXN
ISHARES TR
+$7.8M
84,181
增持
CHD
CHURCH & DWIGHT CO INC
-$7.7M
558,256
+0%
减持
MRK
MERCK & CO INC
-$7.6M
67,486
-53%
增持
KO
COCA COLA CO
+$6.5M
167,630
+126%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$6.5M
248,877
+49%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.4M
67,943
+46%
增持
—
EXXON MOBIL CORP
+$6.1M
230,221
+46%
减持
EMXC
ISHARES INC
-$6.1M
230,830
-38%
增持
HD
HOME DEPOT INC
+$6.0M
73,932
+28%
增持
ORCL
ORACLE CORP
+$6.0M
66,189
+9%
增持
C
CITIGROUP INC
+$5.9M
97,480
+190%
增持
GOOGL
ALPHABET INC
+$5.9M
233,118
+2%
减持
PEP
PEPSICO INC
-$5.4M
47,218
-39%
增持
ABBV
ABBVIE INC
+$5.4M
104,114
+57%
增持
UBER
UBER TECHNOLOGIES INC
+$5.4M
76,428
+224%
建仓
CHGX
EA SERIES TRUST
+$5.4M
207,149
增持
GEV
GE VERNOVA INC
+$5.1M
10,802
+407%
增持
GOOG
ALPHABET INC
+$5.0M
171,911
+5%
清仓
—
INVESTMENT MANAGERS SER TR I
-$4.9M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$4.8M
84,716
+66%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.7M
360,182
+51%
增持
LVHI
LEGG MASON ETF INVT
+$4.7M
345,194
+70%
增持
IEFA
ISHARES TR
+$4.6M
413,047
+5%
增持
COWZ
PACER FDS TR
+$4.6M
242,610
+51%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.5M
251,185
+65%
增持
BSV
VANGUARD BD INDEX FDS
+$4.5M
898,178
+6%
增持
PFE
PFIZER INC
+$4.4M
342,305
+123%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$4.4M
44,405
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
61,537
+6%
减持
MINT
PIMCO ETF TR
-$4.3M
46,374
-48%
减持
IAU
ISHARES GOLD TR
-$4.2M
128,262
-38%
增持
SLQD
ISHARES TR
+$4.1M
946,574
+9%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$4.1M
97,249
-68%
增持
JNJ
JOHNSON & JOHNSON
+$4.1M
131,395
+36%
减持
PAXS
PIMCO ACCESS INCOME FUND
-$4.1M
10,705
-96%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$4.1M
11,237
-66%
增持
IXUS
ISHARES TR
+$3.9M
417,496
+3%
增持
BKNG
BOOKING HOLDINGS INC
+$3.9M
2,745
+5%
建仓
UFEB
INNOVATOR ETFS TRUST
+$3.8M
109,450
增持
MCD
MCDONALDS CORP
+$3.7M
22,222
+148%
减持
—
EATON CORP PLC
+$3.7M
49,483
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.5M
47,783
-5%
增持
NFLX
NETFLIX INC
+$3.5M
5,640
+30%
增持
FISV
FISERV INC
-$3.5M
72,521
+0%
减持
COST
COSTCO WHSL CORP NEW
-$3.4M
16,819
-21%
减持
—
TRANE TECHNOLOGIES PLC
+$3.3M
38,259
-4%
增持
PM
PHILIP MORRIS INTL INC
+$3.3M
79,618
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
407,894
+4%
增持
IVV
ISHARES TR
+$3.2M
48,576
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.2M
35,281
+336%
建仓
IHDG
WISDOMTREE TR
+$3.2M
71,416
增持
VXF
VANGUARD INDEX FDS
+$3.2M
38,041
+59%
增持
FALN
ISHARES TR
+$3.2M
214,404
+118%
增持
SCHW
SCHWAB CHARLES CORP
+$3.1M
174,269
+7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.1M
168,763
+61%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$3.1M
13,636
-60%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
16,536
-79%
增持
CMI
CUMMINS INC
+$3.0M
11,399
+400%
减持
PYPL
PAYPAL HLDGS INC
-$3.0M
66,065
-46%
增持
ABNB
AIRBNB INC
+$3.0M
75,388
+29%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.0M
589,605
+6%
减持
HYG
ISHARES TR
-$2.8M
37,489
-50%
建仓
IGOV
ISHARES TR
+$2.7M
63,229
减持
EFV
ISHARES TR
-$2.7M
108,436
-33%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
71,006
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.7M
831,574
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
140,773
+47%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$2.6M
556,498
+54%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.6M
53,328
+53%
增持
—
ASML HOLDING N V
+$2.6M
4,094
+283%
增持
LRGF
ISHARES TR
+$2.5M
184,701
+14%
减持
JNK
SPDR SERIES TRUST
-$2.5M
23,438
-53%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
40,779
+35%
减持
—
CHECK POINT SOFTWARE TECH LT
-$2.5M
21,746
-32%
增持
DIS
DISNEY WALT CO
+$2.4M
80,373
+5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.4M
331,085
+16%
增持
ADI
ANALOG DEVICES INC
+$2.4M
52,699
+5%
增持
TSLA
TESLA INC
+$2.4M
29,185
+10%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$2.3M
97,451
+125%
增持
APH
AMPHENOL CORP NEW
+$2.3M
27,634
+311%
减持
WMT
WALMART INC
+$2.3M
279,379
-2%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$2.2M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
194,724
+13%
增持
BIV
VANGUARD BD INDEX FDS
+$2.2M
558,349
+4%
增持
RSBT
TIDAL TR II
+$2.1M
438,640
+49%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.1M
27,951
-45%
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
113,193
+52%
增持
SPAB
SPDR SERIES TRUST
+$2.1M
129,152
+167%
建仓
AFRM
AFFIRM HLDGS INC
+$2.0M
29,636
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$2.0M
178,410
-40%
增持
PWR
QUANTA SVCS INC
+$2.0M
5,871
+613%
减持
STXD
EA SERIES TRUST
-$2.0M
16,231
-80%
减持
CVX
CHEVRON CORP NEW
-$2.0M
63,373
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
28,270
+26%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
69,329
+136%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.9M
126,676
+35%
增持
HYBL
SSGA ACTIVE TR
+$1.9M
98,694
+211%
增持
RSST
TIDAL TR II
+$1.9M
249,641
+41%
减持
SHYG
ISHARES TR
-$1.9M
44,847
-50%
增持
—
JOHNSON CTLS INTL PLC
+$1.8M
71,946
+0%
减持
IUS
INVESCO EXCH TRD SLF IDX FD
-$1.8M
67,919
-37%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.8M
10,151
-70%
增持
CSCO
CISCO SYS INC
+$1.8M
168,635
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
6,240
+54%
减持
AMLP
ALPS ETF TR
-$1.7M
6,701
-83%
减持
VTI
VANGUARD INDEX FDS
+$1.7M
67,146
-1%
增持
HOOD
ROBINHOOD MKTS INC
+$1.7M
31,520
+8%
减持
IEI
ISHARES TR
-$1.7M
14,011
-51%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.7M
60,499
+34%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.7M
138,917
+4%
增持
AGG
ISHARES TR
+$1.7M
282,254
+6%
增持
VO
VANGUARD INDEX FDS
+$1.7M
49,489
+5%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.7M
115,789
+21%
减持
GVI
ISHARES TR
-$1.7M
20,231
-44%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.7M
26,847
+7%
增持
TQQQ
PROSHARES TR
+$1.6M
36,059
+51%
减持
AIZ
ASSURANT INC
-$1.6M
1,690
-82%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
13,637
+14%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.5M
8,574
+3%
