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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 108 项
建仓 14
增持 70
减持 21
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.6M
220,560
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.3M
458,502
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.3M
208,014
+11%
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。
减持
PFE
PFIZER INC
-$1.2M
50,722
-37%
增持
QQQ
INVESCO QQQ TR
+$1.1M
6,387
+50%
建仓
MRK
MERCK & CO INC
+$1.1M
9,945
建仓
DFNM
DIMENSIONAL ETF TRUST
+$1.0M
21,144
减持
QCOM
QUALCOMM INC
+$1.0M
30,574
-0%
减持
AAPL
APPLE INC
+$929.8K
46,549
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$871.9K
241,858
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$858.4K
73,133
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$842.0K
6,373
+25%
增持
FDVV
FIDELITY COVINGTON TRUST
+$633.7K
72,573
+15%
增持
MSFT
MICROSOFT CORP
+$623.1K
6,246
+14%
增持
HD
HOME DEPOT INC
+$607.2K
13,311
+0%
建仓
VOO
VANGUARD INDEX FDS
+$574.7K
1,315
减持
CVX
CHEVRON CORP NEW
-$502.4K
25,020
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$502.2K
43,858
+59%
增持
T
AT&T INC
+$484.5K
130,137
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$462.9K
37,051
+15%
增持
VOE
VANGUARD INDEX FDS
+$391.9K
5,523
+77%
增持
DFIV
DIMENSIONAL ETF TRUST
+$369.1K
83,265
+9%
增持
DUHP
DIMENSIONAL ETF TRUST
+$347.3K
85,007
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$341.5K
85,461
+2%
减持
WPC
WP CAREY INC
+$336.6K
32,747
-1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$315.6K
94,158
+6%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$313.1K
12,052
增持
IJT
ISHARES TR
+$298.7K
4,246
+100%
建仓
IWM
ISHARES TR
+$287.8K
1,434
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$284.1K
42,030
增持
SCHD
SCHWAB STRATEGIC TR
+$271.4K
10,857
+38%
增持
VBK
VANGUARD INDEX FDS
+$267.9K
4,676
+16%
清仓
PID
INVESCO EXCHANGE TRADED FD T
-$267.5K
0
-100%
增持
IWF
ISHARES TR
+$266.5K
6,332
+2%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$257.1K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$255.4K
45,215
+8%
建仓
TGT
TARGET CORP
+$233.2K
1,637
建仓
ADBE
ADOBE INC
+$219.5K
368
建仓
NKE
NIKE INC
+$216.9K
1,997
建仓
MA
MASTERCARD INCORPORATED
+$210.2K
492
增持
AMZN
AMAZON COM INC
+$209.2K
8,307
+0%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$208.4K
4,350
建仓
FHLC
FIDELITY COVINGTON TRUST
+$208.3K
3,219
建仓
AJG
GALLAGHER ARTHUR J & CO
+$208.0K
925
增持
DFAE
DIMENSIONAL ETF TRUST
+$206.1K
47,395
+14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$204.8K
47,527
+7%
增持
VBR
VANGUARD INDEX FDS
+$204.3K
2,499
+62%
建仓
IWV
ISHARES TR
+$201.2K
735
减持
VZ
VERIZON COMMUNICATIONS INC
-$198.8K
5,643
-56%
清仓
WINN
HARBOR ETF TRUST
-$194.8K
0
-100%
增持
ABBV
ABBVIE INC
+$189.9K
27,142
+1%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$146.7K
32,636
+15%
增持
DFAX
DIMENSIONAL ETF TRUST
+$132.1K
49,623
+3%
增持
DIHP
DIMENSIONAL ETF TRUST
+$122.9K
24,715
+12%
减持
VYM
VANGUARD WHITEHALL FDS
+$110.8K
18,441
-2%
增持
PG
PROCTER AND GAMBLE CO
+$105.7K
26,705
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$103.5K
3,583
+0%
增持
—
EXXON MOBIL CORP
-$100.5K
5,979
+1%
增持
TSLA
TESLA INC
+$93.9K
5,146
+9%
增持
GOOG
ALPHABET INC
+$91.1K
7,395
+3%
增持
IWP
ISHARES TR
+$82.9K
5,148
+3%
减持
JPM
JPMORGAN CHASE & CO
+$79.4K
4,074
-4%
增持
FSK
FS KKR CAP CORP
+$72.7K
102,929
+2%
增持
PSA
PUBLIC STORAGE
+$72.3K
943
+15%
增持
META
META PLATFORMS INC
+$72.2K
1,309
+0%
增持
V
VISA INC
+$70.5K
2,198
+1%
增持
IWD
ISHARES TR
+$68.0K
4,997
+0%
增持
IEFA
ISHARES TR
+$68.0K
9,994
+1%
增持
BX
BLACKSTONE INC
+$66.5K
2,555
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$61.1K
1,232
+2%
减持
COST
COSTCO WHSL CORP NEW
+$59.5K
722
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$57.2K
15,051
+7%
增持
O
REALTY INCOME CORP
+$56.3K
6,481
+2%
增持
VTV
VANGUARD INDEX FDS
+$55.4K
4,562
+0%
增持
IYG
ISHARES TR
+$52.7K
2,017
+1%
增持
KO
COCA COLA CO
+$51.4K
5,602
+12%
增持
MO
ALTRIA GROUP INC
-$46.1K
60,429
+2%
增持
MCD
MCDONALDS CORP
+$45.5K
1,222
+2%
增持
BIZD
VANECK ETF TRUST
+$42.2K
13,757
+24%
增持
RTX
RTX CORPORATION
+$40.3K
2,939
+2%
减持
PM
PHILIP MORRIS INTL INC
+$39.8K
32,602
-0%
增持
IBB
ISHARES TR
+$35.6K
2,581
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$35.3K
1,680
+0%
增持
IJR
ISHARES TR
+$34.1K
2,335
+1%
减持
FREL
FIDELITY COVINGTON TRUST
-$33.9K
14,212
-22%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$32.8K
9,285
+1%
减持
EFA
ISHARES TR
+$32.2K
5,861
-1%
增持
IWN
ISHARES TR
+$31.9K
1,566
+0%
增持
IWB
ISHARES TR
+$30.2K
1,033
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$29.4K
44,891
+4%
增持
DIS
DISNEY WALT CO
+$26.9K
2,643
+1%
增持
JNJ
JOHNSON & JOHNSON
+$26.4K
19,965
+0%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
+$20.8K
38,098
-3%
增持
PEP
PEPSICO INC
+$20.6K
22,387
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.0K
779
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$17.8K
14,813
-0%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$14.6K
10,230
-1%
减持
IDV
ISHARES TR
+$14.5K
19,838
-7%
增持
ICLN
ISHARES TR
+$14.4K
14,214
+0%
增持
IVT
INVENTRUST PPTYS CORP
+$13.8K
8,885
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.1K
5,453
+1%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$9.8K
18,049
+0%
减持
PFF
ISHARES TR
+$9.4K
18,330
-2%
增持
HDV
ISHARES TR
+$7.2K
2,280
+0%
减持
VUG
VANGUARD INDEX FDS
+$5.7K
2,351
-12%
减持
KVUE
KENVUE INC
+$5.2K
10,160
-4%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$3.2K
123,549
-5%
增持
FLOT
ISHARES TR
-$512
4,322
+0%
