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Investmark Advisory Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Investmark Advisory Group LLC
报告期 2026-03-31 · CIK 0001926349
持仓数
142
前50大市值合计
$194.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 93 项
建仓 15
增持 65
减持 8
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
+$1.9M
20,539
增持
FDVV
Fidelity High Dividend ETF
+$1.4M
64,466
+206%
建仓
BNDX
Vanguard Total International Bond Index Fund ETF Shares
+$1.3M
28,128
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
VCIT
Vanguard IntermediateTerm Corporate Bond Index Fund ETF Shares
+$1.3M
17,494
建仓
IUSB
iShares Core Total Usd Bond Market ETF
+$1.3M
28,895
增持
CGGR
Capital Group Growth ETF
+$867.0K
88,810
+105%
减持
T
ATT Inc
-$608.0K
103,247
-1%
增持
DFUV
Dimensional U.S. Marketwide Value ETF
+$530.0K
398,172
+12%
建仓
SMMD
iShares Russell 2500 ETF
+$493.0K
9,910
增持
PFE
Pfizer Inc
-$476.0K
68,268
+3%
建仓
IDV
iShares International Select Dividend ETF
+$463.0K
20,590
增持
AAPL
Apple Inc
+$416.0K
45,677
+6%
增持
ABBV
Abbvie Inc
-$392.0K
25,549
+2%
增持
SPY
SPDR SP 500 ETF Trust
+$386.0K
4,242
+42%
建仓
FPE
First Trust Preferred Securities Income ETF
+$383.0K
22,950
增持
DFAT
Dimensional U.S. Targeted Value ETF
+$379.0K
25,030
+69%
增持
PM
Philip Morris International Inc
-$373.0K
30,181
+4%
增持
QCOM
Qualcomm Inc
-$346.0K
28,135
+2%
增持
PG
Procter Gamble Co
-$320.0K
23,294
+3%
增持
DFUS
Dimensional U.S. Equity ETF
+$320.0K
189,819
+10%
增持
AMZN
Amazon.com Inc
+$311.0K
7,569
+48%
建仓
EELV
Invesco SP Emerging Markets Low Volatility ETF
+$303.0K
14,466
建仓
DFSV
Dimensional U.S. SmallCap Value ETF
+$273.0K
12,558
增持
TSLA
Tesla Inc
+$266.0K
3,834
+244%
增持
WPC
W.P. Carey Inc
-$265.0K
28,640
+5%
建仓
GOOGL
Alphabet Inc
+$258.0K
2,700
建仓
MTB
Mt Bank Corp
+$256.0K
1,453
清仓
VLUE
iShares MSCI USA Value Factor ETF
-$244.0K
0
-100%
建仓
CGXU
Capital Group International Focus Equity ETF
+$241.0K
12,904
清仓
FBCV
Fidelity Blue Chip Value ETF
-$241.0K
0
-100%
增持
DFAC
Dimensional U.S. Core Equity 2 ETF
-$241.0K
227,933
+0%
建仓
TGT
Target Corp
+$223.0K
1,508
减持
VZ
Verizon Communications Inc
-$216.0K
7,159
-25%
清仓
ENB
Enbridge Inc
-$213.0K
0
-100%
增持
MSFT
Microsoft Corp
+$210.0K
4,367
+39%
清仓
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
-$206.0K
0
-100%
清仓
LIT
Global X Lithium ETF
-$202.0K
0
-100%
建仓
CVS
CVS Health Corp
+$200.0K
2,097
增持
BDC
Belden Inc
+$194.0K
12,115
+21%
增持
DIHP
Dimensional International High Profitability ETF
+$191.0K
21,139
+112%
增持
DUHP
Dimensional U.S. High Profitability ETF
+$181.0K
20,207
+82%
增持
FSK
FS KKR Capital Corporation
-$157.0K
81,413
+3%
增持
HD
The Home Depot Inc
+$131.0K
11,922
+4%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$120.0K
2,332
+27%
增持
DFIV
Dimensional International Value ETF
+$118.0K
50,567
+23%
增持
JNJ
Johnson Johnson
-$118.0K
18,824
+5%
增持
DFAX
Dimensional World Ex U.S. Core Equity ETF
-$104.0K
43,403
+1%
增持
UPS
United Parcel Service Inc
-$102.0K
11,632
+7%
增持
QQQ
Invesco QQQ Trust
+$99.0K
1,244
+49%
增持
COST
Costco Wholesale Corp
+$95.0K
707
+42%
增持
UNH
UnitedHealth Group Inc
+$91.0K
730
+35%
增持
VBK
Vanguard SmallCap Growth Index Fund ETF Shares
+$87.0K
2,122
+28%
减持
IVT
Inventrust Properties Corp
-$80.0K
10,151
-12%
增持
V
Visa Inc
+$77.0K
2,102
+39%
增持
VUG
Vanguard Growth Index Fund ETF Shares
+$76.0K
1,734
+31%
减持
DFAI
Dimensional International Core Equity Market ETF
-$73.0K
27,915
-0%
增持
CVX
Chevron Corp
+$71.0K
22,887
+3%
增持
—
Exxon Mobil Corp
+$63.0K
5,583
+13%
增持
O
Realty Income Corp
-$60.0K
6,187
+0%
减持
IWD
iShares Russell 1000 Value ETF
-$49.0K
4,880
-1%
增持
FLOT
iShares Floating Rate Bond ETF
+$41.0K
5,068
+19%
增持
HYT
BlackRock Corporate HighYield Fund, Inc
-$40.0K
42,573
+0%
增持
VTV
Vanguard Value Index Fund ETF Shares
-$39.0K
6,313
+2%
减持
PSA
Public Storage
-$39.0K
815
-8%
增持
IWF
iShares Russell 1000 Growth ETF
+$37.0K
6,149
+7%
增持
EFA
iShares MSCI EAFE ETF
-$33.0K
6,002
+2%
增持
XLK
Technology Select Sector SPDR Fund
-$29.0K
3,603
+0%
增持
ISRG
Intuitive Surgical Inc
+$29.0K
1,484
+19%
增持
FREL
Fidelity MSCI Real Estate Index ETF
+$27.0K
14,087
+24%
增持
MO
Altria Group Inc
+$26.0K
52,335
+5%
增持
DFAE
Dimensional Emerging Core Equity Market ETF
-$22.0K
25,882
+11%
增持
UTF
Cohen Steers Infrastructure Fund
-$21.0K
10,262
+0%
增持
—
Avangrid Inc
-$21.0K
4,882
+0%
增持
RTX
Raytheon Technologies Corp
-$21.0K
2,948
+8%
增持
MCD
McDonalds Corp
+$19.0K
1,249
+14%
增持
—
Nuveen Preferred Income Securities Fund
-$19.0K
32,427
+1%
增持
DIS
The Walt Disney Co
+$18.0K
2,919
+7%
增持
C
Citigroup Inc
-$18.0K
7,528
+5%
增持
JPM
JPMorgan Chase Co
+$17.0K
3,470
+13%
增持
XEXGX
Eaton Vance TaxManaged Global Diversified Equity Income Fund
-$14.0K
40,778
+1%
增持
FTEC
Fidelity MSCI Information Technology Index ETF
-$13.0K
2,398
+0%
增持
PEP
PepsiCo Inc
+$13.0K
19,853
+2%
增持
IYG
iShares U.S. Financial Services ETF
-$12.0K
1,966
+1%
减持
—
Draganfly Inc
-$10.0K
12,000
-40%
增持
IWB
iShares Russell 1000 ETF
-$9.0K
1,014
+0%
减持
IWM
iShares Russell 2000 ETF
-$9.0K
1,267
-1%
增持
IJR
iShares Core SP SmallCap ETF
-$7.0K
2,331
+2%
增持
DFAS
Dimensional U.S. SmallCap ETF
+$6.0K
55,845
+3%
增持
KO
CocaCola Co.
-$4.0K
4,895
+11%
增持
GOOG
Alphabet Inc Capital Stock Cl C
-$3.0K
7,521
+2165%
增持
IBB
iShares Biotechnology ETF
-$2.0K
2,573
+0%
增持
BX
Blackstone Inc
-$1.0K
2,679
+9%
建仓
—
BlackRock Corporate HighYield Fund Inc Rts Exp 10132022
+$0
42,508
