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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 98 项
建仓 9
增持 66
减持 19
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
234,133
+24%
增持
AAPL
APPLE INC
+$1.4M
46,794
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
212,615
+5%
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
SPY
SPDR S&P 500 ETF TR
+$939.8K
5,283
+54%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$838.1K
167,811
+11%
增持
ABBV
ABBVIE INC
-$634.4K
26,715
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$612.2K
447,823
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$577.6K
75,709
+33%
增持
DFAU
DIMENSIONAL ETF TRUST
+$507.4K
75,916
+18%
建仓
PFF
ISHARES TR
+$492.4K
15,919
增持
MSFT
MICROSOFT CORP
+$486.9K
5,362
+15%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$441.9K
5,475
建仓
IGV
ISHARES TR
+$402.6K
1,164
减持
T
AT&T INC
-$386.3K
107,865
-1%
增持
TSLA
TESLA INC
+$381.6K
4,735
+15%
增持
QQQ
INVESCO QQQ TR
+$350.7K
4,469
+10%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$332.9K
13,719
清仓
C
CITIGROUP INC
-$330.8K
0
-100%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$328.9K
103,251
+174%
增持
DFSV
DIMENSIONAL ETF TRUST
+$318.5K
41,993
+38%
增持
AMZN
AMAZON COM INC
+$311.7K
8,158
+12%
建仓
IHI
ISHARES TR
+$298.6K
5,288
增持
PFE
PFIZER INC
-$290.2K
79,268
+1%
增持
WPC
WP CAREY INC
-$257.0K
32,557
+3%
增持
JNJ
JOHNSON & JOHNSON
+$256.4K
21,255
+1%
增持
HD
HOME DEPOT INC
+$252.5K
13,179
+1%
增持
IWF
ISHARES TR
+$251.7K
6,255
+4%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$236.9K
9,225
增持
DFLV
DIMENSIONAL ETF TRUST
+$228.1K
20,440
+73%
建仓
IWN
ISHARES TR
+$219.6K
1,560
建仓
FTEC
FIDELITY COVINGTON TRUST
+$218.7K
1,674
清仓
DIN
DINE BRANDS GLOBAL INC
-$212.9K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$212.6K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$207.2K
75,764
+7%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$205.3K
4,447
增持
QCOM
QUALCOMM INC
-$185.1K
30,601
+2%
增持
FDVV
FIDELITY COVINGTON TRUST
+$178.8K
62,685
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$177.4K
63,891
+1%
增持
PEP
PEPSICO INC
+$172.3K
22,165
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$140.8K
43,125
+12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$139.6K
39,580
+15%
减持
VYM
VANGUARD WHITEHALL FDS
-$139.2K
19,431
-7%
增持
GOOG
ALPHABET INC
+$137.9K
7,230
+2%
增持
VBK
VANGUARD INDEX FDS
+$130.6K
3,711
+11%
增持
FSK
FS KKR CAP CORP
+$119.1K
98,926
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$116.6K
31,637
+4%
增持
DIHP
DIMENSIONAL ETF TRUST
+$115.7K
21,361
+27%
增持
UPS
UNITED PARCEL SERVICE INC
-$113.8K
14,694
+4%
增持
IWP
ISHARES TR
+$111.8K
4,980
+23%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$105.3K
86,207
+4%
增持
PG
PROCTER AND GAMBLE CO
+$98.2K
26,015
+0%
增持
VUG
VANGUARD INDEX FDS
+$97.8K
2,684
+1%
增持
MO
ALTRIA GROUP INC
+$91.3K
59,122
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$82.6K
3,568
+0%
减持
DIS
DISNEY WALT CO
-$79.1K
2,545
-17%
减持
TGT
TARGET CORP
-$77.8K
1,539
-9%
增持
PM
PHILIP MORRIS INTL INC
+$60.9K
32,332
+2%
增持
FREL
FIDELITY COVINGTON TRUST
+$56.4K
17,647
+14%
增持
CVX
CHEVRON CORP NEW
-$55.2K
24,920
+2%
减持
O
REALTY INCOME CORP
-$48.4K
6,203
-6%
减持
JPM
JPMORGAN CHASE & CO
+$47.6K
4,021
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$40.3K
47,284
+3%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$36.5K
40,313
-11%
减持
NKE
NIKE INC
-$35.2K
1,870
-5%
增持
IWO
ISHARES TR
+$33.5K
1,608
+2%
增持
IWD
ISHARES TR
+$32.4K
4,875
+1%
清仓
—
MEI PHARMA INC
-$31.1K
0
-100%
减持
PSA
PUBLIC STORAGE
-$28.6K
805
-8%
减持
IVT
INVENTRUST PPTYS CORP
-$27.4K
9,065
-11%
增持
V
VISA INC
+$27.3K
2,177
+0%
增持
IDV
ISHARES TR
+$26.8K
18,663
+10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$26.4K
2,843
-9%
减持
KO
COCA COLA CO
-$23.9K
4,919
-5%
减持
ISRG
INTUITIVE SURGICAL INC
+$23.1K
1,215
-21%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$22.1K
25,559
+3%
增持
—
NUVEEN PFD & INCOME SECS FD
+$21.0K
39,883
+10%
减持
FLOT
ISHARES TR
-$20.8K
4,301
-9%
增持
IWB
ISHARES TR
+$19.6K
1,025
+0%
增持
ICLN
ISHARES TR
-$18.5K
14,151
+0%
增持
IEFA
ISHARES TR
+$17.8K
9,869
+2%
减持
COST
COSTCO WHSL CORP NEW
+$17.8K
772
-4%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$16.1K
20,450
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.8K
776
+3%
增持
IYG
ISHARES TR
+$15.3K
1,998
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.7K
5,367
+5%
减持
VTV
VANGUARD INDEX FDS
+$11.9K
4,526
-1%
减持
SPMD
SPDR SER TR
-$11.9K
10,818
-6%
增持
—
EXXON MOBIL CORP
+$10.0K
5,958
+4%
增持
IJR
ISHARES TR
+$7.8K
2,358
+0%
增持
EFA
ISHARES TR
+$7.6K
5,797
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
-$7.5K
10,329
+0%
增持
ZTS
ZOETIS INC
+$7.4K
1,221
+0%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$7.1K
42,341
+1%
增持
IBB
ISHARES TR
-$5.7K
2,577
+0%
减持
MCD
MCDONALDS CORP
-$4.7K
1,206
-8%
减持
BX
BLACKSTONE INC
+$2.6K
2,725
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4K
12,247
+5%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$344
17,975
+1%
