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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 115
减持 17
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$76.1M
1,408,140
增持
AAPL
APPLE INC
+$72.6M
453,385
+128%
增持
MSFT
MICROSOFT CORP
+$59.1M
255,148
+105%
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
GLD
SPDR GOLD TR
+$53.9M
202,821
+173%
增持
VOO
VANGUARD INDEX FDS
+$49.6M
310,808
+31%
增持
NVDA
NVIDIA CORPORATION
+$49.1M
618,635
+74%
减持
AGG
ISHARES TR
-$49.0M
526,958
-48%
增持
AMZN
AMAZON COM INC
+$40.3M
342,145
+94%
增持
GOOGL
ALPHABET INC
+$37.7M
198,300
+98%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$32.1M
1,019,056
+5743%
增持
SPY
SPDR S&P 500 ETF TR
+$28.7M
50,505
+488%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$28.4M
1,708,199
+13%
增持
CMCSA
COMCAST CORP NEW
+$27.2M
936,640
+3585%
增持
—
EXXON MOBIL CORP
+$26.4M
294,231
+270%
减持
IVW
ISHARES TR
-$23.8M
74,788
-73%
增持
AVGO
BROADCOM INC
+$23.6M
169,504
+60%
增持
IEFA
ISHARES TR
+$23.1M
422,736
+151%
增持
LLY
ELI LILLY & CO
+$22.9M
33,762
+92%
增持
BSV
VANGUARD BD INDEX FDS
+$21.3M
613,389
+79%
增持
IVE
ISHARES TR
+$20.1M
128,492
+274%
增持
EMXC
ISHARES INC
+$20.0M
303,981
+886%
增持
VTI
VANGUARD INDEX FDS
+$18.7M
715,133
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$18.6M
110,257
+105%
增持
META
META PLATFORMS INC
+$18.4M
72,052
+81%
减持
IGRO
ISHARES TR
-$18.1M
40,350
-85%
增持
USFR
WISDOMTREE TR
+$17.8M
367,529
+2686%
增持
BIL
SPDR SERIES TRUST
+$17.8M
203,022
+2315%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.8M
532,889
+106%
减持
SPTI
SPDR SERIES TRUST
-$16.7M
173,540
-77%
增持
IJH
ISHARES TR
+$16.3M
452,892
+117%
增持
VO
VANGUARD INDEX FDS
+$16.2M
95,269
+145%
减持
TLH
ISHARES TR
-$15.9M
48,071
-76%
增持
GOOG
ALPHABET INC
+$15.1M
77,447
+106%
增持
IJR
ISHARES TR
+$15.1M
242,969
+105%
增持
SPAB
SPDR SERIES TRUST
+$14.6M
1,460,547
+64%
增持
GOVT
ISHARES TR
+$13.3M
595,914
+3157%
增持
XLK
SELECT SECTOR SPDR TR
+$13.3M
98,351
+3099%
增持
JNJ
JOHNSON & JOHNSON
+$12.0M
125,003
+67%
增持
ABBV
ABBVIE INC
+$12.0M
97,277
+120%
增持
NVS
NOVARTIS AG
+$11.8M
94,282
+910%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.4M
4,789,246
+4%
增持
—
ASML HOLDING N V
+$11.0M
16,749
+134%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.7M
343,394
+60%
增持
V
VISA INC
+$10.7M
72,037
+69%
增持
BND
VANGUARD BD INDEX FDS
+$10.6M
1,787,067
+9%
建仓
EMLC
VANECK ETF TRUST
+$10.4M
402,437
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$9.9M
1,246,584
+10%
增持
VXUS
VANGUARD STAR FDS
+$9.9M
1,799,146
+5%
增持
—
ASTRAZENECA PLC
+$9.6M
161,954
+136%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$9.5M
263,825
+416%
增持
NOBL
PROSHARES TR
+$9.4M
122,166
+281%
增持
HEDJ
WISDOMTREE TR
+$9.3M
199,149
+706%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$9.1M
2,063,242
+11%
增持
IQLT
ISHARES TR
+$9.1M
239,712
+493%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.5M
75,671
+46%
建仓
VTV
VANGUARD INDEX FDS
+$8.5M
44,260
增持
DXJ
WISDOMTREE TR
+$8.5M
110,455
+89%
增持
TLT
ISHARES TR
+$8.4M
271,938
+59%
增持
SPYM
SPDR SERIES TRUST
+$8.4M
330,468
+43%
增持
MTUM
ISHARES TR
+$8.3M
54,022
+165%
建仓
JMBS
JANUS DETROIT STR TR
+$8.3M
181,147
增持
MA
MASTERCARD INCORPORATED
+$8.2M
29,621
+94%
减持
QLTA
ISHARES TR
-$8.1M
199,955
-45%
增持
MU
MICRON TECHNOLOGY INC
+$8.1M
31,083
+536%
增持
TFLO
ISHARES TR
+$8.0M
201,371
+377%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.0M
17,991
+82%
增持
SGOV
ISHARES TR
+$7.9M
80,741
+3283%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.8M
22,552
+103%
增持
GEV
GE VERNOVA INC
+$7.7M
13,313
+682%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$7.6M
715,884
+24%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$7.6M
51,518
-71%
增持
NEE
NEXTERA ENERGY INC
+$7.5M
167,044
+114%
增持
CLOA
BLACKROCK ETF TRUST II
+$7.4M
280,340
+104%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$7.2M
353,534
+533%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$7.0M
186,825
+381%
增持
—
ACCENTURE PLC IRELAND
+$6.9M
38,466
+178%
增持
BA
BOEING CO
+$6.9M
42,811
+284%
增持
SPEM
SPDR INDEX SHS FDS
+$6.9M
300,161
+96%
增持
COF
CAPITAL ONE FINL CORP
+$6.8M
45,055
+132%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$6.8M
58,562
增持
SHEL
SHELL PLC
+$6.7M
119,548
+318%
增持
PG
PROCTER AND GAMBLE CO
+$6.7M
90,121
+123%
清仓
OSEA
HARBOR ETF TRUST
-$6.6M
0
-100%
增持
KO
COCA COLA CO
+$6.6M
140,024
+189%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$6.6M
11,235
+2880%
减持
DYNF
BLACKROCK ETF TRUST
-$6.5M
72,798
-61%
减持
INDA
ISHARES TR
-$6.5M
8,271
-94%
增持
OWL
BLUE OWL CAPITAL INC
+$6.5M
447,652
+3543%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$6.5M
737,339
+853%
增持
MS
MORGAN STANLEY
+$6.3M
65,431
+97%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.3M
18,544
+103%
减持
IVV
ISHARES TR
-$6.3M
38,106
-21%
增持
CRM
SALESFORCE INC
+$6.2M
33,639
+193%
增持
ING
ING GROEP N.V.
+$6.1M
276,993
+341%
减持
RBLX
ROBLOX CORP
-$6.1M
103,928
-1%
增持
IWF
ISHARES TR
+$6.1M
19,857
+179%
建仓
SCHV
SCHWAB STRATEGIC TR
+$6.0M
203,138
增持
—
MEDTRONIC PLC
+$6.0M
80,092
+354%
增持
RTX
RTX CORPORATION
+$6.0M
60,365
+98%
增持
C
CITIGROUP INC
+$5.9M
68,502
+236%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.9M
353,156
+14%
增持
COST
COSTCO WHSL CORP NEW
+$5.9M
13,963
+109%
增持
—
TE CONNECTIVITY PLC
+$5.9M
51,237
+94%
增持
EFA
ISHARES TR
+$5.8M
78,817
+326%
增持
GSID
GOLDMAN SACHS ETF TR
+$5.8M
144,136
+126%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$5.6M
625,136
+10%
增持
HON
HONEYWELL INTL INC
+$5.6M
31,964
+960%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$5.5M
445,811
增持
GEM
GOLDMAN SACHS ETF TR
+$5.5M
180,859
+261%
增持
SPDW
SPDR INDEX SHS FDS
+$5.5M
267,380
+78%
增持
PM
PHILIP MORRIS INTL INC
+$5.4M
85,248
+68%
增持
GE
GE AEROSPACE
+$5.4M
25,214
+222%
增持
LOW
LOWES COS INC
+$5.3M
43,070
+114%
减持
FNDF
SCHWAB STRATEGIC TR
-$5.2M
296,660
-32%
建仓
—
AMICUS THERAPEUTICS INC
+$5.2M
367,557
增持
HDB
HDFC BANK LTD
+$5.2M
195,493
+246%
清仓
FXI
ISHARES TR
-$5.2M
0
-100%
增持
GSSC
GOLDMAN SACHS ETF TR
+$5.1M
83,409
+427%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$5.1M
546,067
-16%
增持
CSCO
CISCO SYS INC
+$5.0M
162,480
+49%
增持
MRSH
MARSH & MCLENNAN COS INC
+$5.0M
48,485
+144%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$5.0M
22,219
减持
EFV
ISHARES TR
-$4.9M
64,972
-54%
增持
PNC
PNC FINL SVCS GROUP INC
+$4.9M
34,422
+202%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$4.9M
609,693
+11%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.7M
93,809
-62%
建仓
TUSI
TOUCHSTONE ETF TRUST
+$4.7M
186,459
增持
SHW
SHERWIN WILLIAMS CO
+$4.7M
19,282
+338%
增持
SAP
SAP SE
+$4.7M
43,123
+99%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
24,966
+59%
增持
KMI
KINDER MORGAN INC DEL
+$4.6M
199,995
+557%
建仓
—
FTAI AVIATION LTD
+$4.6M
23,219
增持
NWG
NATWEST GROUP PLC
+$4.5M
399,843
+126%
建仓
KT
KT CORP
+$4.5M
236,231
减持
USMV
ISHARES TR
-$4.5M
46,939
-50%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.4M
49,742
+702%
建仓
FSK
FS KKR CAP CORP
+$4.4M
297,887
增持
CMI
CUMMINS INC
+$4.4M
9,067
+1549%
减持
EFG
ISHARES TR
-$4.3M
9,112
-81%
增持
MRK
MERCK & CO INC
+$4.3M
65,880
+114%
建仓
COHR
COHERENT CORP
+$4.3M
23,451
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$4.3M
665,286
+11%
增持
ADI
ANALOG DEVICES INC
+$4.3M
26,806
+118%
增持
IMCG
ISHARES TR
+$4.2M
126,391
+77%
增持
WEC
WEC ENERGY GROUP INC
+$4.2M
47,510
+560%
建仓
GPC
GENUINE PARTS CO
+$4.2M
33,984
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.1M
86,820
+25%
增持
DGRO
ISHARES TR
+$4.1M
541,766
+10%
增持
INTU
INTUIT
+$4.1M
12,870
+100%
建仓
EWJ
ISHARES INC
+$4.1M
50,618