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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 109 项
建仓 5
增持 60
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.0M
47,004
+3%
清仓
VV
VANGUARD INDEX FDS
-$1.2M
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
236,061
+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
NVDA
NVIDIA CORPORATION
+$829.4K
15,792
+1173%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$795.4K
230,240
+9%
减持
QCOM
QUALCOMM INC
+$759.5K
29,119
-2%
增持
HD
HOME DEPOT INC
-$500.8K
12,941
+0%
增持
GOOG
ALPHABET INC
+$479.1K
8,750
+18%
清仓
VO
VANGUARD INDEX FDS
-$451.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$451.2K
6,843
+10%
减持
ABBV
ABBVIE INC
-$324.6K
25,745
-1%
减持
PM
PHILIP MORRIS INTL INC
+$305.5K
32,017
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
-$304.2K
478,331
+2%
减持
VTV
VANGUARD INDEX FDS
-$302.5K
2,938
-38%
增持
FDVV
FIDELITY COVINGTON TRUST
+$293.7K
79,727
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$280.9K
87,958
+12%
清仓
HDV
ISHARES TR
-$251.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$246.1K
19,465
-0%
建仓
ADBE
ADOBE INC
+$245.5K
442
增持
T
AT&T INC
+$233.6K
135,422
+1%
清仓
C
CITIGROUP INC
-$229.1K
0
-100%
清仓
IVT
INVENTRUST PPTYS CORP
-$216.1K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$215.0K
4,038
建仓
WINN
HARBOR ETF TRUST
+$210.1K
8,305
建仓
USAI
PACER FDS TR
+$203.6K
6,138
建仓
BAC
BANK AMERICA CORP
+$201.8K
5,074
增持
PEP
PEPSICO INC
-$197.1K
21,612
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$192.8K
16,575
-7%
清仓
PID
INVESCO EXCHANGE TRADED FD T
-$185.5K
0
-100%
减持
IWF
ISHARES TR
+$155.9K
6,197
-1%
增持
MO
ALTRIA GROUP INC
+$154.9K
60,575
+1%
减持
QQQ
INVESCO QQQ TR
+$150.9K
6,083
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$128.2K
90,414
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$124.8K
99,606
+5%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$122.4K
111,996
-21%
增持
FSK
FS KKR CAP CORP
+$115.3K
105,193
+2%
减持
COST
COSTCO WHSL CORP NEW
+$112.3K
991
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$109.6K
77,276
+1%
减持
TSLA
TESLA INC
+$105.3K
5,316
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$100.2K
15,394
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$93.2K
51,591
+3%
减持
BDC
BELDEN INC
-$88.8K
10,460
-9%
减持
DFSV
DIMENSIONAL ETF TRUST
-$81.8K
46,003
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$78.7K
7,097
-9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$76.6K
53,880
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$65.8K
3,595
+0%
减持
VUG
VANGUARD INDEX FDS
+$64.7K
2,343
-1%
增持
PFE
PFIZER INC
+$64.6K
89,384
+2%
减持
DIS
DISNEY WALT CO
-$61.2K
2,650
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$50.3K
70,734
+6%
增持
TGT
TARGET CORP
-$47.4K
1,661
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$43.0K
236,936
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$42.4K
6,288
-3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$35.9K
10,083
+9%
减持
PG
PROCTER AND GAMBLE CO
+$33.1K
25,832
-1%
增持
V
VISA INC
+$31.4K
2,458
+12%
减持
IJT
ISHARES TR
-$30.7K
3,899
-4%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$30.3K
28,606
-3%
增持
MCD
MCDONALDS CORP
-$30.2K
1,153
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$26.7K
1,684
+0%
增持
WPC
WP CAREY INC
-$26.4K
33,171
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$25.5K
46,650
+3%
减持
VOO
VANGUARD INDEX FDS
+$25.1K
1,318
-0%
减持
VBR
VANGUARD INDEX FDS
-$23.6K
2,520
-0%
增持
IWD
ISHARES TR
-$22.6K
5,132
+0%
减持
AMZN
AMAZON COM INC
+$22.6K
7,880
-5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$22.1K
14,127
+9%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$22.0K
43,859
+3%
减持
VOE
VANGUARD INDEX FDS
-$21.4K
3,909
-0%
减持
BX
BLACKSTONE INC
-$21.4K
2,548
-1%
减持
META
META PLATFORMS INC
+$21.4K
1,303
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.7K
717
-8%
减持
DFAX
DIMENSIONAL ETF TRUST
-$17.4K
49,763
-1%
减持
IWO
ISHARES TR
-$13.8K
1,681
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
-$13.8K
28,499
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
-$13.0K
38,921
+4%
增持
IWB
ISHARES TR
+$12.1K
1,044
+1%
减持
FREL
FIDELITY COVINGTON TRUST
-$12.0K
15,820
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.0K
5,780
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
-$10.9K
10,078
+0%
减持
KO
COCA COLA CO
+$10.6K
5,574
-1%
增持
IWN
ISHARES TR
-$9.8K
1,598
+0%
增持
EFA
ISHARES TR
-$8.7K
6,088
+0%
增持
IJR
ISHARES TR
-$8.1K
2,351
+0%
增持
ICLN
ISHARES TR
+$7.9K
15,510
+9%
增持
FENY
FIDELITY COVINGTON TRUST
+$7.8K
8,887
+7%
减持
VTI
VANGUARD INDEX FDS
+$6.4K
839
-0%
增持
O
REALTY INCOME CORP
-$6.3K
6,648
+1%
增持
VBK
VANGUARD INDEX FDS
+$5.9K
5,363
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.8K
4,566
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$5.8K
75,194
+4%
减持
RTX
RTX CORPORATION
+$5.7K
2,940
-1%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$5.6K
18,256
+0%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$5.5K
39,233
+3%
增持
—
EXXON MOBIL CORP
-$5.4K
5,848
+0%
增持
IYG
ISHARES TR
-$5.3K
6,092
+0%
增持
IDV
ISHARES TR
+$4.4K
18,698
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$3.7K
4,061
-1%
增持
IEFA
ISHARES TR
-$3.7K
10,184
+2%
增持
IWM
ISHARES TR
-$3.4K
1,470
+2%
增持
CVX
CHEVRON CORP NEW
+$3.2K
24,764
+1%
增持
IWP
ISHARES TR
-$3.1K
5,361
+3%
增持
DFNM
DIMENSIONAL ETF TRUST
+$3.1K
21,728
+1%
减持
BIZD
VANECK ETF TRUST
+$2.3K
11,136
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7K
15,726
+2%
增持
PSA
PUBLIC STORAGE OPER CO
-$968
952
+0%
增持
PFF
ISHARES TR
-$662
20,732
+2%
减持
IBB
ISHARES TR
+$103
2,583
-0%
增持
MA
MASTERCARD INCORPORATED
-$63
538
+9%
