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Vestmark Advisory Solutions, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Vestmark Advisory Solutions, Inc.
报告期 2026-03-31 · CIK 0001736982
持仓数
1,327
前50大市值合计
$3.84B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 22
增持 84
减持 27
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$29.5M
1,159,493
建仓
DFCF
DIMENSIONAL ETF TRUST
+$25.5M
600,004
清仓
FLOT
ISHARES TR
-$19.5M
0
-100%
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。
建仓
DFSD
DIMENSIONAL ETF TRUST
+$11.4M
243,702
增持
IEF
ISHARES TR
+$10.4M
124,879
+511%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$8.8M
367,677
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$7.6M
414,440
+58%
增持
AGG
ISHARES TR
+$7.4M
197,851
+56%
增持
BND
VANGUARD BD INDEX FDS
+$7.4M
324,774
+41%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$7.2M
288,275
建仓
DFSV
DIMENSIONAL ETF TRUST
+$7.2M
288,852
增持
MSFT
MICROSOFT CORP
+$6.7M
134,320
+1%
增持
VTI
VANGUARD INDEX FDS
+$6.7M
88,294
+49%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$6.2M
299,768
+30%
增持
AMZN
AMAZON COM INC
+$6.2M
198,965
+16%
清仓
GMED
GLOBUS MED INC
-$6.0M
0
-100%
减持
CPRT
COPART INC
-$5.9M
8,253
-92%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$5.7M
309,974
+40%
增持
AAPL
APPLE INC
+$5.5M
153,554
+1%
减持
TLT
ISHARES TR
-$5.4M
81,887
-42%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
37,595
+2%
减持
SPTI
SPDR SER TR
-$4.9M
27,025
-87%
减持
XLV
SELECT SECTOR SPDR TR
-$4.9M
235,543
-10%
建仓
—
LINDE PLC
+$4.2M
11,862
增持
VXUS
VANGUARD STAR FDS
+$4.1M
230,319
+38%
清仓
PFF
ISHARES TR
-$4.1M
0
-100%
减持
IWF
ISHARES TR
-$3.8M
2,978
-86%
清仓
—
LINDE PLC
-$3.7M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$3.5M
221,716
-8%
建仓
SAIA
SAIA INC
+$3.5M
12,805
减持
WRB
BERKLEY W R CORP
-$3.5M
102,423
-24%
增持
TSLA
TESLA INC
+$3.4M
21,138
+161%
建仓
EEMA
ISHARES INC
+$3.3M
49,947
增持
—
ASPEN TECHNOLOGY INC
+$3.3M
39,817
+41%
建仓
SPTS
SPDR SER TR
+$3.2M
108,760
减持
IWD
ISHARES TR
-$3.1M
2,111
-91%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.0M
0
-100%
清仓
EFA
ISHARES TR
-$3.0M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
258,193
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$2.9M
79,957
+14%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$2.9M
192,481
+60%
增持
META
META PLATFORMS INC
+$2.8M
27,025
+10%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$2.7M
0
-100%
减持
CAT
CATERPILLAR INC
-$2.7M
11,025
-50%
减持
SPIB
SPDR SER TR
-$2.7M
81,830
-52%
增持
V
VISA INC
+$2.7M
83,023
+8%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$2.7M
115,004
建仓
DIHP
DIMENSIONAL ETF TRUST
+$2.7M
111,875
建仓
DISV
DIMENSIONAL ETF TRUST
+$2.7M
113,402
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$2.7M
249,182
+47%
增持
LQD
ISHARES TR
+$2.6M
54,264
+70%
增持
ANSS
ANSYS INC
+$2.5M
25,071
+3%
建仓
EMB
ISHARES TR
+$2.4M
27,872
增持
USHY
ISHARES TR
+$2.4M
74,128
+1000%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$2.4M
0
-100%
增持
CRM
SALESFORCE INC
+$2.3M
32,186
+4%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$2.3M
73,086
+44%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$2.3M
55,433
+44%
减持
AVGO
BROADCOM INC
+$2.3M
30,567
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$2.2M
776
-88%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.2M
136,388
+45%
增持
TLH
ISHARES TR
+$2.2M
60,102
+39%
增持
CMCSA
COMCAST CORP NEW
+$2.1M
309,914
+13%
建仓
SPLB
SPDR SER TR
+$2.1M
89,006
清仓
AOK
ISHARES TR
-$2.1M
0
-100%
增持
QUAL
ISHARES TR
+$2.0M
19,060
+478%
减持
BAC
BANK AMERICA CORP
-$1.9M
182,464
-15%
减持
LULU
LULULEMON ATHLETICA INC
-$1.9M
839
-88%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
45,140
+3%
增持
NOW
SERVICENOW INC
+$1.9M
17,233
+9%
增持
GOOGL
ALPHABET INC
+$1.8M
109,317
+2%
增持
CVX
CHEVRON CORP NEW
-$1.8M
112,130
+0%
减持
ROST
ROSS STORES INC
-$1.8M
7,208
-67%
增持
EL
LAUDER ESTEE COS INC
+$1.8M
12,049
+147%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
215,799
+12%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$1.7M
181,694
+44%
增持
CSCO
CISCO SYS INC
+$1.7M
265,263
+4%
清仓
AOM
ISHARES TR
-$1.7M
0
-100%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$1.7M
47,518
+77%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$1.6M
89,599
+44%
增持
MDLZ
MONDELEZ INTL INC
+$1.6M
97,068
+26%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$1.6M
63,717
+9%
增持
WSO
WATSCO INC
+$1.6M
19,613
+5%
清仓
AOR
ISHARES TR
-$1.5M
0
-100%
增持
PFE
PFIZER INC
-$1.5M
197,063
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
64,819
+7%
增持
JNJ
JOHNSON & JOHNSON
-$1.5M
99,212
+4%
减持
—
BLACKROCK INC
-$1.5M
6,651
-21%
减持
SPYM
SPDR SER TR
-$1.5M
153,080
-22%
清仓
SUB
ISHARES TR
-$1.5M
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.5M
21,689
+2%
建仓
TTD
THE TRADE DESK INC
+$1.5M
23,901
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.4M
179,816
+8%
增持
NFLX
NETFLIX INC
+$1.4M
18,554
+10%
增持
BSY
BENTLEY SYS INC
+$1.4M
181,874
+5%
增持
TER
TERADYNE INC
+$1.4M
64,373
+2%
建仓
CGCP
CAPITAL GROUP FIXED INCOME E
+$1.4M
62,267
减持
IWM
ISHARES TR
-$1.4M
2,110
-79%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.4M
8,511
+30%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$1.4M
56,471
增持
—
ASML HOLDING N V
+$1.4M
8,860
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
62,163
+1%
清仓
ACWI
ISHARES TR
-$1.4M
0
-100%
增持
IEI
ISHARES TR
+$1.4M
103,616
+10%
减持
XLU
SELECT SECTOR SPDR TR
-$1.3M
151,815
-8%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$1.3M
65,591
+44%
清仓
ATHM
AUTOHOME INC
-$1.3M
0
-100%
增持
DLB
DOLBY LABORATORIES INC
+$1.3M
80,765
+2%
增持
VEEV
VEEVA SYS INC
+$1.3M
16,770
+51%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.3M
26,082
-74%
建仓
SJM
SMUCKER J M CO
+$1.3M
7,962
减持
ESGU
ISHARES TR
-$1.3M
11,352
-58%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$1.3M
52,936
建仓
DFEV
DIMENSIONAL ETF TRUST
+$1.2M
53,438
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
167,716
+20%
增持
TXN
TEXAS INSTRS INC
+$1.2M
47,778
+3%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$1.2M
12,046
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
102,196
+22%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
114,306
-14%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.2M
37,617
-0%
减持
MMM
3M CO
-$1.2M
11,703
-42%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
23,871
+13%
增持
POOL
POOL CORP
+$1.2M
22,371
+4%
增持
—
COOPER COS INC
+$1.2M
22,966
+2%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.1M
46,834
+39%
增持
ABNB
AIRBNB INC
+$1.1M
23,762
+10%
增持
SPYD
SPDR SER TR
-$1.1M
1,157,293
+2%
减持
USB
US BANCORP DEL
-$1.1M
62,411
-19%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0M
24,280
+39%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
78,403
+32%
增持
LOW
LOWES COS INC
+$1.0M
35,497
+17%
减持
MRK
MERCK & CO INC
-$1.0M
127,578
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$1.0M
48,471
+2%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.0M
64,952
+60%
增持
DOW
DOW INC
+$1.0M
56,457
+37%
增持
DEO
DIAGEO PLC
+$1.0M
35,589
+16%
增持
TGT
TARGET CORP
+$978.9K
37,057
+7%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$972.3K
17,599
+2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$965.0K
43,556
-11%
增持
TRV
TRAVELERS COMPANIES INC
+$949.0K
33,503
+31%
增持
INTU
INTUIT
+$945.0K
12,373
+5%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$935.3K
48,866
+9%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$907.2K
86,150
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$903.8K
134,366
+22%
清仓
EEMV
ISHARES INC
-$901.2K
0
-100%
增持
ADSK
AUTODESK INC
+$901.1K
25,631
+8%
清仓
SPSM
SPDR SER TR
-$896.0K
0
-100%
增持
—
MEDTRONIC PLC
+$889.3K
92,850
+9%
增持
MU
MICRON TECHNOLOGY INC
+$880.7K
49,168
+18%
清仓
IJJ
ISHARES TR
-$843.1K
0
-100%
