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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 146
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$253.7M
1,754,372
+139%
增持
VOO
VANGUARD INDEX FDS
+$169.0M
534,950
+120%
增持
MSFT
MICROSOFT CORP
+$127.3M
544,848
+144%
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
SPYM
SPDR SERIES TRUST
+$115.8M
2,663,382
+115%
增持
NVDA
NVIDIA CORPORATION
+$114.8M
1,204,740
+258%
增持
GOOGL
ALPHABET INC
+$103.7M
549,522
+118%
增持
AMZN
AMAZON COM INC
+$93.4M
759,062
+154%
增持
BSV
VANGUARD BD INDEX FDS
+$92.2M
2,197,818
+128%
增持
IVE
ISHARES TR
+$85.0M
480,282
+2837%
增持
QQQ
INVESCO QQQ TR
+$84.1M
253,926
+260%
增持
JPM
JPMORGAN CHASE & CO.
+$80.9M
492,036
+111%
增持
GOOG
ALPHABET INC
+$72.1M
381,308
+117%
增持
IVV
ISHARES TR
+$67.9M
190,158
+275%
增持
SPY
SPDR S&P 500 ETF TR
+$64.1M
192,950
+192%
增持
AVGO
BROADCOM INC
+$63.7M
355,420
+132%
增持
META
META PLATFORMS INC
+$58.4M
186,424
+142%
增持
SCHV
SCHWAB STRATEGIC TR
+$53.6M
1,961,948
+1356%
增持
BIV
VANGUARD BD INDEX FDS
+$52.7M
1,284,124
+123%
增持
SLQD
ISHARES TR
+$51.5M
1,988,836
+105%
增持
AVUS
AMERICAN CENTY ETF TR
+$50.7M
827,874
+115%
增持
IEFA
ISHARES TR
+$47.4M
983,278
+131%
增持
SCHX
SCHWAB STRATEGIC TR
+$47.2M
3,390,996
+106%
增持
CHD
CHURCH & DWIGHT CO INC
+$44.8M
1,117,774
+100%
增持
V
VISA INC
+$42.8M
238,396
+126%
增持
IXUS
ISHARES TR
+$42.5M
923,362
+126%
增持
IJJ
ISHARES TR
+$39.4M
511,720
+138%
增持
—
EXXON MOBIL CORP
+$38.5M
606,272
+150%
增持
WMT
WALMART INC
+$38.3M
640,428
+118%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.0M
145,528
+200%
增持
JNJ
JOHNSON & JOHNSON
+$37.4M
322,686
+139%
增持
STIP
ISHARES TR
+$37.3M
690,382
+115%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.4M
1,146,776
+185%
增持
VTI
VANGUARD INDEX FDS
+$33.9M
198,492
+198%
增持
EFV
ISHARES TR
+$33.3M
633,292
+1081%
增持
LLY
ELI LILLY & CO
+$32.8M
48,396
+134%
增持
DFAI
DIMENSIONAL ETF TRUST
+$31.3M
1,430,936
+125%
增持
IUSB
ISHARES TR
+$30.9M
1,169,712
+396%
增持
IVW
ISHARES TR
+$30.6M
1,061,816
+45%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$29.8M
1,779,880
+131%
增持
ABBV
ABBVIE INC
+$29.4M
255,246
+124%
增持
IJR
ISHARES TR
+$29.2M
489,456
+120%
增持
VUG
VANGUARD INDEX FDS
+$28.8M
110,338
+321%
增持
IJS
ISHARES TR
+$28.3M
601,202
+66%
增持
AGG
ISHARES TR
+$27.2M
584,324
+105%
增持
VOE
VANGUARD INDEX FDS
+$26.4M
269,474
+122%
增持
AMAT
APPLIED MATLS INC
+$25.8M
164,592
+109%
增持
SMMD
ISHARES TR
+$24.2M
646,846
+97%
增持
VBR
VANGUARD INDEX FDS
+$23.7M
250,558
+90%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$23.4M
62
+100%
增持
IEMG
ISHARES INC
+$23.2M
639,870
+358%
增持
TSLA
TESLA INC
+$23.2M
94,664
+216%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$23.2M
172,414
+116%
增持
AVDV
AMERICAN CENTY ETF TR
+$22.5M
391,024
+145%
增持
VGT
VANGUARD WORLD FD
+$22.1M
52,504
+520%
增持
SCHF
SCHWAB STRATEGIC TR
+$22.0M
1,697,732
+110%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.9M
133,020
+142%
增持
HD
HOME DEPOT INC
+$21.9M
160,338
+112%
增持
CRM
SALESFORCE INC
+$21.6M
144,268
+113%
增持
MUB
ISHARES TR
+$21.6M
392,712
+139%
增持
IQV
IQVIA HLDGS INC
+$21.5M
163,364
+103%
增持
VO
VANGUARD INDEX FDS
+$21.0M
129,834
+161%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$20.6M
132,270
+142%
增持
SCHW
SCHWAB CHARLES CORP
+$20.2M
369,906
+113%
增持
BINC
BLACKROCK ETF TRUST II
+$19.5M
602,098
+295%
增持
PM
PHILIP MORRIS INTL INC
+$19.3M
230,534
+185%
增持
VB
VANGUARD INDEX FDS
+$18.9M
133,692
+182%
增持
FDVV
FIDELITY COVINGTON TRUST
+$18.7M
565,164
+147%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$18.6M
752,392
增持
EMXC
ISHARES INC
+$18.4M
449,548
+114%
增持
VTV
VANGUARD INDEX FDS
+$18.3M
164,718
+541%
增持
VZ
VERIZON COMMUNICATIONS INC
+$18.1M
932,792
+148%
增持
FBND
FIDELITY MERRIMACK STR TR
+$17.6M
696,792
+134%
增持
AVDE
AMERICAN CENTY ETF TR
+$17.6M
393,218
+110%
增持
CSCO
CISCO SYS INC
+$17.4M
397,098
+131%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$17.3M
471,072
+97%
增持
IAU
ISHARES GOLD TR
+$17.0M
373,510
+168%
增持
DYNF
BLACKROCK ETF TRUST
+$16.9M
550,942
+950%
增持
BKNG
BOOKING HOLDINGS INC
+$16.7M
6,130
+117%
增持
—
MEDTRONIC PLC
+$16.7M
334,806
+111%
增持
C
CITIGROUP INC
+$16.7M
251,062
+149%
增持
ADI
ANALOG DEVICES INC
+$16.5M
110,606
+103%
增持
UPS
UNITED PARCEL SERVICE INC
+$16.5M
314,066
+300%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.2M
145,998
+243%
增持
COST
COSTCO WHSL CORP NEW
+$16.0M
40,162
+117%
增持
AMD
ADVANCED MICRO DEVICES INC
+$15.9M
131,960
+94%
增持
QUAL
ISHARES TR
+$15.1M
129,264
+371%
增持
JAAA
JANUS DETROIT STR TR
+$15.1M
553,230
+125%
增持
GLD
SPDR GOLD TR
+$14.9M
65,556
+146%
增持
MA
MASTERCARD INCORPORATED
+$14.8M
50,056
+135%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$14.8M
628,420
+93%
增持
BAC
BANK AMERICA CORP
+$14.8M
488,382
+190%
增持
PG
PROCTER AND GAMBLE CO
+$14.5M
211,830
+132%
增持
SIVR
ABRDN SILVER ETF TRUST
+$14.5M
324,238
+98%
增持
SUSA
ISHARES TR
+$14.3M
201,748
+98%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$14.2M
565,526
+117%
增持
KO
COCA COLA CO
+$14.0M
377,282
+120%
增持
SMH
VANECK ETF TRUST
+$13.9M
75,216
+103%
增持
SCHO
SCHWAB STRATEGIC TR
+$13.8M
1,130,252
+102%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.8M
473,194
+125%
增持
VYM
VANGUARD WHITEHALL FDS
+$13.6M
169,144
+178%
增持
LVHI
LEGG MASON ETF INVT
+$13.6M
706,560
+98%
增持
IGIB
ISHARES TR
+$13.6M
469,162
+128%
增持
TJX
TJX COS INC NEW
+$13.5M
172,618
+103%
增持
CVX
CHEVRON CORP NEW
+$13.3M
170,426
+148%
增持
IDEV
ISHARES TR
+$13.2M
281,190
+129%
增持
—
CHUBB LIMITED
+$13.2M
77,642
+117%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.1M
859,976
+152%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$13.0M
576,274
+106%
增持
WFC
WELLS FARGO CO NEW
+$13.0M
235,616
+144%
增持
BALT
INNOVATOR ETFS TRUST
+$13.0M
669,572
+490%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$12.9M
547,820
+216%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$12.9M
293,916
+127%
增持
—
EATON CORP PLC
+$12.8M
96,784
+107%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.8M
454,094
+227%
增持
RTX
RTX CORPORATION
+$12.7M
124,896
+117%
增持
MCD
MCDONALDS CORP
+$12.7M
80,800
+266%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$12.7M
317,408
+163%
增持
QCOM
QUALCOMM INC
+$12.4M
129,822
+129%
增持
DGRW
WISDOMTREE TR
+$12.3M
245,054
+129%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.3M
139,420
+386%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.0M
92,112
+88%
增持
SDY
SPDR SERIES TRUST
+$12.0M
160,410
+118%
增持
O
REALTY INCOME CORP
+$11.9M
441,672
+238%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$11.8M
485,876
+327%
增持
GS
GOLDMAN SACHS GROUP INC
+$11.6M
24,766
+127%
增持
IQLT
ISHARES TR
+$11.6M
465,346
+115%
增持
—
TRANE TECHNOLOGIES PLC
+$11.5M
67,544
+96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.5M
34,462
+104%
增持
LRGF
ISHARES TR
+$11.5M
345,424
+91%
增持
XLK
SELECT SECTOR SPDR TR
+$11.5M
162,174
+758%
增持
ABNB
AIRBNB INC
+$11.4M
152,198
+104%
增持
RSSB
TIDAL TRUST II
+$11.3M
573,414
+237%
增持
IAUM
ISHARES GOLD TR
+$11.2M
462,652
+111%
增持
DIS
DISNEY WALT CO
+$11.1M
192,952
+138%
增持
MBB
ISHARES TR
+$11.1M
225,766
+298%
建仓
BDYN
BLACKROCK ETF TRUST
+$11.1M
431,479
增持
CME
CME GROUP INC
+$10.9M
77,970
+107%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$10.9M
168,558
+436%
增持
MSI
MOTOROLA SOLUTIONS INC
+$10.9M
82,140
+90%
增持
SMTH
ALPS ETF TR
+$10.9M
789,642
+113%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$10.9M
56,580
+112%
增持
VXF
VANGUARD INDEX FDS
+$10.7M
95,028
+130%
增持
OEF
ISHARES TR
+$10.7M
61,966
+952%
建仓
UL
UNILEVER PLC
+$10.6M
163,398
增持
IEF
ISHARES TR
+$10.5M
143,886
+363%
增持
SPTL
SPDR SERIES TRUST
+$10.3M
745,216
+126%
增持
PJUL
INNOVATOR ETFS TRUST
+$10.2M
410,088
+220%
增持
TCAF
T ROWE PRICE ETF INC
+$10.2M
506,680
+109%
增持
IJH
ISHARES TR
+$10.1M
298,776
+160%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$10.1M
236,622
