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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 101
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$42.0M
734,485
+4%
增持
IJS
ISHARES TR
+$39.3M
362,321
+4702%
减持
IJK
ISHARES TR
-$38.3M
61,660
-87%
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
VOT
VANGUARD INDEX FDS
-$28.3M
11,471
-90%
增持
IJJ
ISHARES TR
+$27.3M
215,044
+4527%
增持
VBR
VANGUARD INDEX FDS
+$26.0M
131,710
+1650%
增持
VOO
VANGUARD INDEX FDS
+$22.1M
243,333
+9%
减持
IJT
ISHARES TR
-$21.4M
17,180
-90%
增持
GOOGL
ALPHABET INC
+$20.1M
251,654
+8%
增持
VOE
VANGUARD INDEX FDS
+$19.9M
121,161
+1532%
增持
NVDA
NVIDIA CORPORATION
+$17.0M
336,191
+16%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$16.8M
31
+244%
减持
VBK
VANGUARD INDEX FDS
-$14.4M
5,484
-91%
增持
GOOG
ALPHABET INC
+$12.2M
175,374
+2%
减持
PJAN
INNOVATOR ETFS TRUST
-$8.1M
11,217
-94%
增持
ABBV
ABBVIE INC
+$7.1M
113,925
+9%
增持
SMH
VANECK ETF TRUST
+$6.9M
37,084
+98%
减持
AVGO
BROADCOM INC
+$6.8M
153,007
-3%
增持
VUG
VANGUARD INDEX FDS
+$6.6M
26,212
+92%
增持
JPM
JPMORGAN CHASE & CO.
+$6.5M
233,593
+1%
减持
IVW
ISHARES TR
+$6.2M
729,990
-2%
减持
SPYM
SPDR SERIES TRUST
+$5.5M
1,237,558
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$5.5M
965,926
+8%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$5.3M
771,495
+39%
增持
QQQ
INVESCO QQQ TR
+$5.2M
70,592
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$5.1M
74,809
+112%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.0M
385,370
+5%
增持
JNJ
JOHNSON & JOHNSON
+$4.9M
134,893
+3%
增持
MGK
VANGUARD WORLD FD
+$4.9M
21,235
+114%
增持
CHD
CHURCH & DWIGHT CO INC
-$4.7M
558,279
+0%
增持
MSFT
MICROSOFT CORP
+$4.6M
223,053
+0%
增持
TXN
TEXAS INSTRS INC
+$4.4M
35,681
+242%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.4M
1,366,416
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.4M
78,577
+260%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.3M
79,787
+17%
增持
TSLA
TESLA INC
+$4.1M
29,970
+3%
增持
IVV
ISHARES TR
+$3.8M
50,772
+5%
增持
HD
HOME DEPOT INC
+$3.5M
75,484
+2%
增持
MAS
MASCO CORP
+$3.5M
54,745
+820%
增持
AMZN
AMAZON COM INC
+$3.4M
299,303
+5%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.4M
31,429
+796%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.4M
1,646,734
+1%
减持
EFV
ISHARES TR
-$3.2M
53,646
-51%
增持
BX
BLACKSTONE INC
+$3.2M
84,881
+13%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.2M
159,396
+15%
增持
WMT
WALMART INC
+$3.0M
293,866
+5%
增持
FISV
FISERV INC
-$2.9M
74,216
+2%
建仓
ORR
EA SERIES TRUST
+$2.9M
93,196
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.9M
140,100
+87%
增持
IQV
IQVIA HLDGS INC
+$2.9M
80,520
+2%
增持
IJR
ISHARES TR
+$2.9M
222,663
+3%
建仓
OAIM
UNIFIED SER TR
+$2.8M
69,860
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.8M
153,117
-2%
增持
STIP
ISHARES TR
+$2.8M
321,227
+9%
增持
IEFA
ISHARES TR
+$2.7M
426,119
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.7M
635,387
+8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.7M
61,262
+307%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$2.7M
137,800
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.6M
86,782
+172%
减持
CRM
SALESFORCE INC
-$2.6M
67,805
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.6M
10,890
+27%
增持
—
EXXON MOBIL CORP
+$2.6M
242,804
+5%
增持
SPAB
SPDR SERIES TRUST
+$2.5M
223,911
+73%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$2.4M
97,090
增持
KMX
CARMAX INC
-$2.4M
109,370
+1%
减持
SPTL
SPDR SERIES TRUST
-$2.3M
329,775
-21%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$2.3M
35,005
-80%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVE
+$2.2M
140,794
减持
—
TRANE TECHNOLOGIES PLC
-$2.2M
34,472
-10%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$2.1M
260,531
+19%
增持
IAU
ISHARES GOLD TR
+$2.1M
139,221
+9%
清仓
BLES
NORTHERN LTS FD TR IV
-$2.1M
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
152,288
+35%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.1M
192,058
+36%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.1M
11,606
+152%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$2.0M
26,693
-3%
增持
AMAT
APPLIED MATLS INC
+$2.0M
78,788
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.0M
36,109
-41%
增持
C
CITIGROUP INC
+$2.0M
101,001
+4%
建仓
CACI
CACI INTL INC
+$1.9M
3,893
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
297,577
+15%
增持
GD
GENERAL DYNAMICS CORP
+$1.9M
20,887
+17%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$1.9M
68,987
+161%
增持
WELL
WELLTOWER INC
+$1.9M
12,296
+460%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.9M
280,080
+12%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
576,359
+3%
减持
ECL
ECOLAB INC
-$1.8M
12,149
-36%
减持
V
VISA INC
-$1.8M
105,584
-1%
增持
WMB
WILLIAMS COS INC
+$1.8M
43,069
+186%
增持
CVS
CVS HEALTH CORP
+$1.8M
53,786
+61%
增持
SBND
COLUMBIA ETF TR I
+$1.7M
213,836
+74%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
341,675
+19%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.7M
43,311
+1%
建仓
—
ROYALTY PHARMA PLC
+$1.7M
48,256
建仓
MAGS
LISTED FDS TR
+$1.7M
25,908
增持
FALN
ISHARES TR
+$1.7M
269,092
+26%
减持
SIVR
ABRDN SILVER ETF TRUST
+$1.6M
163,762
-0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.6M
173,505
+31%
增持
ETR
ENTERGY CORP NEW
+$1.6M
22,384
+270%
增持
CVX
CHEVRON CORP NEW
+$1.6M
68,617
+8%
减持
DRI
DARDEN RESTAURANTS INC
-$1.6M
42,635
-4%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.5M
5,399
+238%
增持
DLR
DIGITAL RLTY TR INC
+$1.5M
11,003
+413%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.5M
19,032
+371%
增持
IWM
ISHARES TR
+$1.5M
26,119
+17%
清仓
IMCB
ISHARES TR
-$1.5M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.5M
37,545
+34%
增持
VGT
VANGUARD WORLD FD
+$1.5M
8,475
+17%
增持
IAUM
ISHARES GOLD TR
+$1.5M
219,185
+4%
减持
IXUS
ISHARES TR
+$1.5M
408,858
-2%
增持
—
MEDTRONIC PLC
+$1.5M
158,442
+1%
增持
SLQD
ISHARES TR
+$1.5M
971,163
+3%
增持
IWY
ISHARES TR
+$1.5M
35,421
+6%
减持
VTI
VANGUARD INDEX FDS
+$1.5M
66,645
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
60,805
+14%
增持
RTX
RTX CORPORATION
+$1.4M
57,428
+3%
建仓
HQL
ABRDN LIFE SCIENCES INVESTOR
+$1.4M
92,866
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
55,031
-11%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$1.4M
36,023
建仓
FLS
FLOWSERVE CORP
+$1.4M
26,076
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
28,712
+2%
增持
PM
PHILIP MORRIS INTL INC
-$1.4M
80,875
+2%
减持
ADBE
ADOBE INC
-$1.4M
22,624
-7%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.4M
23,558
-76%
增持
SHOP
SHOPIFY INC
+$1.4M
26,727
+19%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.4M
63,180
+4%
增持
INTU
INTUIT
+$1.4M
4,612
+104%
增持
SMTH
ALPS ETF TR
+$1.4M
370,069
+15%
增持
CMI
CUMMINS INC
+$1.3M
12,027
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
66,183
-4%
增持
VXF
VANGUARD INDEX FDS
+$1.3M
41,322
+9%
建仓
WAB
WABTEC
+$1.3M
6,421
增持
IDEV
ISHARES TR
+$1.3M
122,830
+9%
减持
GVI
ISHARES TR
-$1.3M
8,355
-59%
减持
SMMD
ISHARES TR
+$1.2M
328,651
-3%
建仓
SSB
SOUTHSTATE BK CORP
+$1.2M
12,531
增持
BAI
BLACKROCK ETF TRUST
+$1.2M
45,278
+315%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
48,925
-3%
增持
GEV
GE VERNOVA INC
+$1.2M
11,256
+4%
建仓
ESI
ELEMENT SOLUTIONS INC
+$1.2M
47,090
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
16,934
-2%
增持
BAC
BANK AMERICA CORP
+$1.2M
168,271
+6%
增持
CAT
CATERPILLAR INC
+$1.2M
10,868
+5%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.2M
228,845
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
48,494
+1%
减持
TJX
TJX COS INC NEW
+$1.2M
84,842
-6%
增持
LVHI
LEGG MASON ETF INVT
+$1.2M
356,663
+3%
减持
SGOV
ISHARES TR
-$1.2M
26,857
-30%
增持
GRNY
TIDAL TRUST I
+$1.1M
68,406
+177%
减持
MPC
MARATHON PETE CORP
+$1.1M
51,915
-3%
