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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 100
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$225.9M
1,273,766
+117%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$181.2M
2,856,818
+108%
增持
DFAC
DIMENSIONAL ETF TRUST
+$176.6M
8,809,842
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。
+109%
增持
VXUS
VANGUARD STAR FDS
+$128.7M
3,248,576
+111%
增持
BND
VANGUARD BD INDEX FDS
+$124.5M
3,109,636
+119%
增持
AGG
ISHARES TR
+$121.5M
1,537,274
+391%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$84.2M
3,264,660
+121%
增持
DGCB
DIMENSIONAL ETF TRUST
+$83.9M
2,741,234
+125%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$68.3M
1,766,430
+113%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$63.7M
1,100,250
+162%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$58.1M
1,557,022
+118%
建仓
PWRD
TCW ETF TRUST
+$56.4M
625,613
增持
BNDX
VANGUARD CHARLOTTE FDS
+$50.9M
1,862,622
+120%
增持
SPY
SPDR S&P 500 ETF TR
+$50.7M
83,135
+6621%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$49.2M
1,001,264
+195%
增持
DUHP
DIMENSIONAL ETF TRUST
+$44.3M
2,223,094
+112%
增持
DFSV
DIMENSIONAL ETF TRUST
+$44.0M
2,671,340
+117%
增持
DFIC
DIMENSIONAL ETF TRUST
+$43.6M
2,459,314
+108%
增持
DFGP
DIMENSIONAL ETF TRUST
+$43.3M
1,409,084
+125%
建仓
ABFL
ABACUS FCF ETF TR
+$41.8M
590,244
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$41.6M
1,155,023
+115%
增持
IEMG
ISHARES INC
+$37.4M
1,205,742
+86%
建仓
FNDF
SCHWAB STRATEGIC TR
+$34.3M
856,676
增持
HOOD
ROBINHOOD MKTS INC
+$33.0M
480,288
+67%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$32.6M
447,398
建仓
XLF
SELECT SECTOR SPDR TR
+$31.3M
596,962
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$30.6M
1,211,208
+115%
增持
DGRO
ISHARES TR
+$29.8M
985,564
+83%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$29.6M
1,330,582
+107%
增持
IAU
ISHARES GOLD TR
+$29.6M
484,363
+4431%
增持
FBND
FIDELITY MERRIMACK STR TR
+$28.7M
857,646
+272%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$27.3M
1,948,750
+111%
增持
NVDA
NVIDIA CORPORATION
+$26.3M
315,278
+45%
增持
IYW
ISHARES TR
+$26.2M
186,792
+324%
增持
TSLA
TESLA INC
+$25.9M
136,243
+103%
增持
TLT
ISHARES TR
+$23.8M
409,349
+204%
增持
QUAL
ISHARES TR
+$23.7M
188,632
+198%
增持
COIN
COINBASE GLOBAL INC
+$23.4M
90,084
+89%
增持
SPTI
SPDR SERIES TRUST
+$22.5M
1,450,318
+116%
增持
BALI
BLACKROCK ETF TRUST
+$21.7M
1,046,952
+207%
建仓
XLK
SELECT SECTOR SPDR TR
+$20.6M
81,474
增持
RBLX
ROBLOX CORP
+$19.3M
288,204
+52%
增持
IJH
ISHARES TR
+$18.6M
333,349
+859%
增持
MGK
VANGUARD WORLD FD
+$18.4M
74,226
+160%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$17.8M
849,562
+110%
建仓
AVUS
AMERICAN CENTY ETF TR
+$17.7M
175,871
增持
ROKU
ROKU INC
+$17.5M
339,684
+94%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$16.9M
1,096,120
+49%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.1M
211,430
+40%
增持
—
CRISPR THERAPEUTICS AG
+$15.9M
484,975
+115%
增持
IGRO
ISHARES TR
+$15.9M
533,814
+47%
增持
DFEM
DIMENSIONAL ETF TRUST
+$15.8M
948,376
+103%
增持
MSFT
MICROSOFT CORP
+$15.5M
100,808
+9%
增持
DFSD
DIMENSIONAL ETF TRUST
+$14.6M
573,500
+110%
增持
DISV
DIMENSIONAL ETF TRUST
+$14.4M
766,388
+107%
增持
QLTA
ISHARES TR
+$14.4M
702,586
+74%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$14.4M
79,042
增持
DIHP
DIMENSIONAL ETF TRUST
+$14.4M
855,214
+112%
建仓
CLOA
BLACKROCK ETF TRUST II
+$13.9M
268,316
建仓
EFA
ISHARES TR
+$13.9M
155,286
增持
TEM
TEMPUS AI INC
+$13.4M
338,241
+103%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$13.2M
168,840
+67%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$13.2M
322,546
+79%
增持
TLH
ISHARES TR
+$13.1M
444,581
+44%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$12.5M
197,464
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$12.2M
655,048
+106%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.9M
102,652
+120%
建仓
SPDW
SPDR INDEX SHS FDS
+$11.9M
292,666
增持
PHYL
PGIM ETF TR
+$11.7M
556,890
+141%
增持
VYMI
VANGUARD WHITEHALL FDS
+$11.5M
243,960
+123%
增持
SHOP
SHOPIFY INC
+$11.3M
242,465
+39%
增持
NULG
NUSHARES ETF TR
+$10.8M
209,700
+84%
增持
NULV
NUSHARES ETF TR
+$10.7M
450,848
+122%
增持
BINC
BLACKROCK ETF TRUST II
+$10.6M
359,413
+125%
增持
DFGX
DIMENSIONAL ETF TRUST
+$10.5M
378,980
+104%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.5M
477,748
+107%
增持
META
META PLATFORMS INC
+$10.4M
42,806
+16%
建仓
IGF
ISHARES TR
+$10.1M
171,088
增持
NUBD
NUSHARES ETF TR
+$10.1M
799,770
+131%
增持
EDOW
FIRST TR EXCHANGE-TRADED FD
+$10.1M
558,824
+79%
增持
AMZN
AMAZON COM INC
+$9.8M
168,943
+18%
减持
LII
LENNOX INTL INC
-$9.7M
8,370
-68%
减持
LLY
ELI LILLY & CO
-$9.3M
13,145
-45%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$9.3M
270,054
+413%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$9.1M
363,206
+104%
建仓
FXI
ISHARES TR
+$9.0M
246,144
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$9.0M
930,458
+100%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$8.8M
372,412
+64%
建仓
ABLG
ABACUS FCF ETF TR
+$8.7M
279,370
增持
NUDM
NUSHARES ETF TR
+$8.6M
433,164
+103%
建仓
XLU
SELECT SECTOR SPDR TR
+$8.0M
98,240
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.9M
76,434
+163%
增持
DFGR
DIMENSIONAL ETF TRUST
+$7.6M
500,756
+126%
减持
AVGO
BROADCOM INC
+$7.5M
84,178
-10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.5M
304,746
+115%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$7.4M
0
-100%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$7.3M
202,848
+79%
减持
JKHY
HENRY JACK & ASSOC INC
-$7.1M
36,742
-51%
增持
DFEV
DIMENSIONAL ETF TRUST
+$7.1M
421,062
+108%
增持
DEHP
DIMENSIONAL ETF TRUST
+$7.1M
449,820
+107%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.9M
9,102
-57%
增持
EMB
ISHARES TR
+$6.8M
151,734
+89%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$6.7M
124,184
+110%
减持
WSO
WATSCO INC
-$6.7M
11,602
-50%
增持
IDEV
ISHARES TR
+$6.7M
183,296
+75%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.7M
303,394
+45%
增持
ACHR
ARCHER AVIATION INC
+$6.7M
887,650
+115%
减持
WRB
BERKLEY W R CORP
-$6.6M
95,601
-50%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$6.4M
54,738
+80%
减持
APD
AIR PRODS & CHEMS INC
-$6.3M
20,646
-50%
清仓
CRL
CHARLES RIV LABS INTL INC
-$6.3M
0
-100%
减持
COO
COOPER COS INC
-$6.2M
63,101
-50%
增持
GOOGL
ALPHABET INC
+$6.2M
89,218
+45%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$6.2M
124,119
+58%
减持
PRI
PRIMERICA INC
-$6.1M
17,881
-54%
增持
AGGY
WISDOMTREE TR
+$6.0M
229,136
+150%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$5.9M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$5.9M
43,462
+58%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$5.7M
25,309
减持
JNJ
JOHNSON & JOHNSON
-$5.7M
50,672
-38%
减持
CVX
CHEVRON CORP NEW
-$5.5M
35,846
-44%
增持
DTD
WISDOMTREE TR
+$5.5M
112,594
+152%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$5.4M
367,896
+129%
减持
SSD
SIMPSON MFG INC
-$5.4M
29,109
-54%
减持
POOL
POOL CORP
-$5.4M
15,506
-50%
减持
MUB
ISHARES TR
-$5.3M
201,406
-19%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$5.3M
0
-100%
增持
DGRW
WISDOMTREE TR
+$5.2M
100,296
+154%
增持
SPYD
SPDR SERIES TRUST
+$5.2M
455,944
+43%
建仓
IWF
ISHARES TR
+$5.2M
12,218
增持
ORCL
ORACLE CORP
+$5.2M
38,118
+69%
减持
ROL
ROLLINS INC
-$5.1M
97,996
-50%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.0M
149,558
+29%
增持
NTRA
NATERA INC
+$4.9M
49,636
+104%
减持
WMB
WILLIAMS COS INC
-$4.9M
128,635
-41%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$4.9M
41,600
-49%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$4.8M
103,340
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$4.8M
264,126
+107%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$4.8M
0
-100%
建仓
TAFM
AB ACTIVE ETFS INC
+$4.8M
191,023
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$4.7M
102,107
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.7M
93,931
增持
SCHP
SCHWAB STRATEGIC TR
+$4.6M
283,610
+159%
减持
OLED
UNIVERSAL DISPLAY CORP
-$4.6M
37,147
-50%
增持
TXG
10X GENOMICS INC
+$4.6M
615,294
+110%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$4.6M
0
-100%
减持
CHE
CHEMED CORP NEW
-$4.5M
6,054
-50%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$4.5M
30,934
+79%
减持
PGR
PROGRESSIVE CORP
-$4.5M
23,387
-38%
减持
PAYX
PAYCHEX INC
-$4.4M
27,065
-50%
