小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 114 项
建仓 21
增持 66
减持 14
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DFUV
DIMENSIONAL ETF TRUST
+$3.0M
440,340
+11%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.4M
78,013
+505%
清仓
BNDX
Vanguard Total International Bond Index Fund ETF Shares
-$1.3M
0
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。
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
49,363
清仓
VCIT
Vanguard IntermediateTerm Corporate Bond Index Fund ETF Shares
-$1.3M
0
-100%
清仓
IUSB
iShares Core Total Usd Bond Market ETF
-$1.3M
0
-100%
建仓
IWS
ISHARES TR
+$1.1M
10,542
建仓
IWN
ISHARES TR
+$1.1M
7,878
建仓
IVW
ISHARES TR
+$1.0M
17,413
增持
CVX
CHEVRON CORP NEW
+$900.9K
23,338
+2%
增持
IWD
ISHARES TR
+$895.6K
10,278
+111%
增持
ABBV
ABBVIE INC
+$795.1K
26,132
+2%
增持
PFE
PFIZER INC
+$781.6K
73,547
+8%
增持
PG
PROCTER AND GAMBLE CO
+$769.6K
24,476
+5%
增持
QQQ
INVESCO QQQ TR
+$759.7K
4,100
+230%
增持
HD
HOME DEPOT INC
+$730.6K
12,726
+7%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$724.5K
11,958
建仓
IWP
ISHARES TR
+$721.9K
8,635
增持
PM
PHILIP MORRIS INTL INC
+$650.5K
31,178
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$612.8K
117,644
+32%
增持
DUHP
DIMENSIONAL ETF TRUST
+$573.5K
41,837
+107%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$566.1K
4,008
增持
DFUS
DIMENSIONAL ETF TRUST
+$557.9K
190,480
+0%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$554.1K
13,527
增持
DFAS
DIMENSIONAL ETF TRUST
+$524.2K
61,020
+9%
增持
TSLA
TESLA INC
-$516.6K
4,054
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$514.3K
59,748
+18%
清仓
SMMD
iShares Russell 2500 ETF
-$493.0K
0
-100%
建仓
SPMD
SPDR SER TR
+$491.6K
11,568
增持
IWF
ISHARES TR
+$483.5K
8,292
+35%
增持
PEP
PEPSICO INC
+$474.3K
20,565
+4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$436.4K
28,638
+128%
减持
DFAC
DIMENSIONAL ETF TRUST
+$430.2K
226,491
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$415.3K
17,418
+143%
增持
MO
ALTRIA GROUP INC
+$406.6K
55,121
+5%
增持
JNJ
JOHNSON & JOHNSON
+$401.1K
19,678
+5%
清仓
FPE
First Trust Preferred Securities Income ETF
-$383.0K
0
-100%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$362.4K
7,559
清仓
RWM
ProShares Short Russell2000
-$352.0K
0
-100%
建仓
IWO
ISHARES TR
+$343.0K
1,599
增持
UPS
UNITED PARCEL SERVICE INC
+$325.1K
12,679
+9%
增持
WPC
WP CAREY INC
+$321.0K
29,687
+4%
清仓
C
Citigroup Inc
-$313.0K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$293.2K
35,751
+28%
增持
DFAT
DIMENSIONAL ETF TRUST
+$282.7K
28,617
+14%
增持
DFAE
DIMENSIONAL ETF TRUST
+$280.9K
36,441
+41%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$261.8K
15,657
清仓
MTB
Mt Bank Corp
-$256.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$255.4K
7,138
-6%
清仓
TPL
Texas Pacific Land Corp
-$244.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$234.9K
3,347
-21%
增持
AAPL
APPLE INC
-$231.9K
46,795
+2%
建仓
NKE
NIKE INC
+$230.6K
1,970
建仓
IJT
ISHARES TR
+$229.2K
2,121
增持
EELV
INVESCO EXCH TRADED FD TR II
+$223.4K
22,876
+58%
建仓
DUK
DUKE ENERGY CORP NEW
+$219.1K
2,128
清仓
FTEC
Fidelity MSCI Information Technology Index ETF
-$218.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$216.1K
4,311
+24%
清仓
IWM
iShares Russell 2000 ETF
-$208.0K
0
-100%
建仓
ENB
ENBRIDGE INC
+$203.4K
5,203
建仓
SBUX
STARBUCKS CORP
+$202.0K
2,036
建仓
DIN
DINE BRANDS GLOBAL INC
+$200.3K
3,101
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$197.8K
17,694
增持
MSFT
MICROSOFT CORP
+$184.8K
5,011
+15%
减持
VYM
VANGUARD WHITEHALL FDS
+$183.4K
19,697
-4%
增持
VUG
VANGUARD INDEX FDS
+$160.2K
2,493
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$160.1K
2,532
+9%
增持
FSK
FS KKR CAP CORP
+$159.4K
87,910
+8%
建仓
BIZD
VANECK ETF TRUST
+$157.6K
11,137
增持
VBK
VANGUARD INDEX FDS
+$156.9K
2,847
+34%
增持
—
EXXON MOBIL CORP
+$144.0K
5,721
+2%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$143.2K
30,401
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$139.4K
25,699
-40%
增持
ISRG
INTUITIVE SURGICAL INC
+$129.6K
1,536
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$120.1K
43,478
+0%
减持
GOOG
ALPHABET INC
-$117.5K
6,824
-9%
增持
VTV
VANGUARD INDEX FDS
+$110.5K
6,337
+0%
增持
FLOT
ISHARES TR
+$95.9K
6,952
+37%
增持
IEFA
ISHARES TR
+$93.8K
9,665
+1%
增持
V
VISA INC
+$86.8K
2,213
+5%
减持
DIHP
DIMENSIONAL ETF TRUST
-$86.4K
14,356
-32%
增持
GOOGL
ALPHABET INC
+$86.1K
3,900
+44%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$84.9K
3,229
+10%
减持
BDC
BELDEN INC
+$72.2K
11,115
-8%
增持
MCD
MCDONALDS CORP
+$54.3K
1,299
+4%
增持
KO
COCA COLA CO
+$54.2K
5,160
+5%
减持
EFA
ISHARES TR
+$49.8K
5,877
-2%
增持
QCOM
QUALCOMM INC
+$45.6K
29,321
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$43.2K
776
+6%
增持
O
REALTY INCOME CORP
+$41.8K
6,335
+2%
增持
IBB
ISHARES TR
+$38.1K
2,575
+0%
增持
COST
COSTCO WHSL CORP NEW
+$35.7K
810
+15%
增持
IYG
ISHARES TR
+$34.6K
1,978
+1%
增持
TGT
TARGET CORP
+$28.6K
1,688
+12%
增持
CVS
CVS HEALTH CORP
+$27.7K
2,444
+17%
增持
—
NUVEEN PFD & INCOME SECS FD
+$27.3K
35,331
+9%
减持
T
AT&T INC
-$25.0K
84,630
-18%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$24.9K
42,374
+4%
增持
FREL
FIDELITY COVINGTON TRUST
+$22.2K
14,437
+2%
减持
FDVV
FIDELITY COVINGTON TRUST
+$21.4K
57,626
-11%
减持
IDV
ISHARES TR
-$20.3K
16,298
-21%
减持
XLK
SELECT SECTOR SPDR TR
+$19.2K
3,594
-0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$18.9K
10,707
+4%
增持
IJR
ISHARES TR
+$18.6K
2,341
+0%
增持
IWB
ISHARES TR
+$14.4K
1,019
+0%
增持
ICLN
ISHARES TR
+$11.9K
14,099
+0%
减持
IVT
INVENTRUST PPTYS CORP
+$11.4K
9,609
-5%
增持
—
AVANGRID INC
+$7.8K
4,905
+0%
增持
—
DRAGANFLY INC.
+$7.0K
20,000
+67%
增持
BX
BLACKSTONE INC
-$6.7K
2,929
+9%
增持
DIS
DISNEY WALT CO
-$6.0K
3,096
+6%
增持
PSA
PUBLIC STORAGE
+$4.6K
866
+6%
清仓
—
Hycroft Mining Holding Corp
-$1.0K
0
-100%
清仓
—
BlackRock Corporate HighYield Fund Inc Rts Exp 10132022
+$0
0
-100%
