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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 93
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$31.5M
364,451
+37%
增持
BND
VANGUARD BD INDEX FDS
+$25.3M
1,182,069
+44%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$24.4M
892,505
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。
+28%
增持
VXUS
VANGUARD STAR FDS
+$22.6M
1,066,339
+48%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.8M
2,980,661
+12%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$17.0M
296,565
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$12.4M
197,380
清仓
TWLO
TWILIO INC
-$9.8M
0
-100%
增持
TLH
ISHARES TR
+$9.4M
184,614
+100%
增持
TLT
ISHARES TR
+$9.4M
104,073
+1992%
清仓
SPHY
SPDR SER TR
-$9.1M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.7M
574,908
+45%
减持
IGRO
ISHARES TR
-$8.5M
497,109
-24%
建仓
BINC
BLACKROCK ETF TRUST II
+$8.2M
155,789
减持
MBB
ISHARES TR
-$8.1M
96,126
-47%
减持
DGRO
ISHARES TR
-$7.6M
652,667
-23%
减持
COIN
COINBASE GLOBAL INC
-$7.4M
77,824
-52%
增持
DGCB
DIMENSIONAL ETF TRUST
+$7.2M
994,474
+16%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$6.6M
92,635
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$6.3M
489,223
-22%
增持
—
CRISPR THERAPEUTICS AG
+$6.2M
249,544
+44%
建仓
COO
COOPER COS INC
+$6.1M
59,952
增持
SQ
BLOCK INC
+$6.0M
278,423
+22%
增持
HOOD
ROBINHOOD MKTS INC
+$5.9M
637,563
+18%
减持
SPYD
SPDR SER TR
-$5.7M
562,882
-23%
建仓
FEZ
SPDR INDEX SHS FDS
+$5.5M
105,105
建仓
EMB
ISHARES TR
+$5.4M
60,512
建仓
SPMD
SPDR SER TR
+$5.3M
100,104
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$5.3M
154,791
-28%
清仓
—
COOPER COS INC
-$5.2M
0
-100%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$4.7M
489,364
+34%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$4.5M
0
-100%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$4.3M
900,019
+91%
增持
ROKU
ROKU INC
+$4.2M
319,199
+76%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.1M
412,800
+32%
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.1M
740,640
+18%
增持
SPYM
SPDR SER TR
+$4.1M
518,971
+4%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$4.0M
552,027
增持
DFGP
DIMENSIONAL ETF TRUST
+$4.0M
484,689
+18%
增持
META
META PLATFORMS INC
+$3.9M
24,409
+8%
建仓
NTRA
NATERA INC
+$3.8M
41,462
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.7M
350,174
+13%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.7M
692,305
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.6M
692,333
+8%
增持
IWM
ISHARES TR
+$3.5M
22,402
+267%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$3.5M
420,397
+58%
清仓
SPEM
SPDR INDEX SHS FDS
-$3.4M
0
-100%
减持
SPIB
SPDR SER TR
-$3.3M
27,722
-79%
清仓
AOR
ISHARES TR
-$3.3M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$3.3M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.3M
4,932
-55%
增持
TSLA
TESLA INC
+$3.2M
124,832
+66%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.2M
334,459
+26%
减持
PATH
UIPATH INC
-$3.1M
549,870
-12%
建仓
MRNA
MODERNA INC
+$3.0M
28,133
清仓
SPLB
SPDR SER TR
-$2.9M
0
-100%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$2.8M
273,074
+28%
建仓
ILF
ISHARES TR
+$2.8M
98,504
增持
TTD
THE TRADE DESK INC
+$2.8M
90,116
+27%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.8M
409,021
+16%
建仓
INDA
ISHARES TR
+$2.7M
52,490
增持
PINS
PINTEREST INC
+$2.7M
145,006
+131%
清仓
BBSC
J P MORGAN EXCHANGE TRADED F
-$2.7M
0
-100%
增持
CRM
SALESFORCE INC
+$2.6M
15,583
+94%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$2.6M
181,239
+18%
增持
IVV
ISHARES TR
+$2.5M
21,834
+16%
增持
CTAS
CINTAS CORP
+$2.5M
4,866
+245%
减持
FALN
ISHARES TR
-$2.5M
157,532
-38%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
11,858
-29%
减持
EME
EMCOR GROUP INC
+$2.4M
23,222
-13%
建仓
PH
PARKER-HANNIFIN CORP
+$2.4M
4,277
增持
MSFT
MICROSOFT CORP
+$2.2M
43,130
+2%
减持
SHOP
SHOPIFY INC
-$2.1M
141,423
-15%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.0M
285,142
+18%
清仓
CALF
PACER FDS TR
-$2.0M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.0M
66,460
-26%
减持
ANSS
ANSYS INC
-$1.9M
6,734
-43%
减持
LLY
ELI LILLY & CO
+$1.9M
10,898
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
191,728
+30%
增持
TDOC
TELADOC HEALTH INC
-$1.9M
333,353
+4%
增持
SPTL
SPDR SER TR
+$1.9M
245,369
+42%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.8M
273,348
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
782,508
+4%
减持
ADBE
ADOBE INC
-$1.7M
7,345
-19%
增持
TER
TERADYNE INC
+$1.7M
84,167
+17%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
203,674
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
92,070
+34%
减持
AMZN
AMAZON COM INC
+$1.6M
67,117
-3%
减持
AAPL
APPLE INC
-$1.5M
45,324
-6%
增持
TXG
10X GENOMICS INC
+$1.5M
156,043
+102%
增持
—
EXXON MOBIL CORP
+$1.5M
23,274
+40%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$1.5M
133,333
+4%
增持
SPTS
SPDR SER TR
+$1.5M
176,963
+41%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.5M
13,562
+21%
减持
—
EATON CORP PLC
+$1.5M
22,235
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
5,830
-14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
30,542
+25%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.4M
301,313
+14%
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.4M
50,704
-31%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.4M
14,223
+3623%
增持
SAIA
SAIA INC
+$1.4M
7,902
+7%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.4M
302,670
+14%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$1.3M
935,289
+89%
增持
NULG
NUSHARES ETF TR
+$1.3M
95,406
+12%
建仓
COF
CAPITAL ONE FINL CORP
+$1.3M
8,965
增持
BAC
BANK AMERICA CORP
+$1.3M
64,875
+115%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.3M
232,638
-6%
增持
WRB
BERKLEY W R CORP
+$1.3M
54,945
+8%
增持
ORCL
ORACLE CORP
+$1.3M
13,433
+419%
增持
URI
UNITED RENTALS INC
+$1.3M
2,245
+185%
建仓
AIG
AMERICAN INTL GROUP INC
+$1.2M
15,293
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.2M
34,126
+8%
增持
PGR
PROGRESSIVE CORP
+$1.2M
16,830
+16%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.2M
6,941
-32%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
302,640
+15%
增持
IEMG
ISHARES INC
+$1.1M
85,938
+32%
增持
MRK
MERCK & CO INC
+$1.1M
48,555
+0%
减持
HDB
HDFC BANK LTD
-$1.1M
18,043
-43%
增持
BEAM
BEAM THERAPEUTICS INC
+$1.1M
114,786
+17%
增持
—
NXP SEMICONDUCTORS N V
+$1.1M
18,275
+22%
清仓
PYPL
PAYPAL HLDGS INC
-$1.1M
0
-100%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$1.1M
419,680
+4%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
33,680
+10%
增持
C
CITIGROUP INC
+$1.1M
22,430
+228%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.0M
1,500
-22%
增持
FCX
FREEPORT-MCMORAN INC
+$1.0M
86,817
+27%
增持
NRG
NRG ENERGY INC
+$1.0M
19,475
+260%
减持
CI
THE CIGNA GROUP
+$1.0M
3,746
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
62,416
+25%
增持
NUDM
NUSHARES ETF TR
+$1.0M
175,249
+16%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.0M
3,276
+11%
增持
EDOW
FIRST TR EXCHANGE-TRADED FD
+$994.9K
336,943
+4%
增持
CRL
CHARLES RIV LABS INTL INC
+$988.8K
19,459
+7%
增持
QCOM
QUALCOMM INC
+$987.2K
12,144
+25%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$982.3K
122,188
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$976.9K
100,487
+27%
增持
LPLA
LPL FINL HLDGS INC
+$976.8K
18,526
+8%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$960.9K
5,983
+284%
增持
NULV
NUSHARES ETF TR
+$951.3K
153,278
+10%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$948.5K
19,657
减持
PRI
PRIMERICA INC
+$932.8K
20,059
-0%
增持
CEG
CONSTELLATION ENERGY CORP
+$925.3K
6,144
+148%
增持
PHM
PULTE GROUP INC
+$911.5K
9,991
+153%
增持
MCK
MCKESSON CORP
+$910.1K
2,288
+87%
增持
GS
GOLDMAN SACHS GROUP INC
+$906.6K
3,014
+283%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$889.4K
85,908
+4%
增持
TJX
TJX COS INC NEW
+$886.1K
40,013
+18%
增持
U
UNITY SOFTWARE INC
+$850.7K
375,152
+67%
增持
FIS
FIDELITY NATL INFORMATION SV
+$846.8K
35,981
+19%
增持
LII
LENNOX INTL INC
+$836.6K
11,283
+8%
