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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 108 项
建仓 8
增持 73
减持 25
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
PM
PHILIP MORRIS INTL INC
+$2.6M
48,513
+52%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.6M
489,753
+2%
增持
MO
ALTRIA GROUP INC
+$1.2M
77,705
+28%
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
AAPL
APPLE INC
+$1.1M
47,024
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$965.4K
238,867
+1%
建仓
MDLZ
MONDELEZ INTL INC
+$884.6K
12,006
增持
HD
HOME DEPOT INC
+$850.9K
13,094
+1%
增持
QCOM
QUALCOMM INC
-$796.2K
29,425
+1%
增持
ABBV
ABBVIE INC
+$736.9K
26,092
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$644.4K
236,187
+3%
增持
T
AT&T INC
+$471.3K
139,057
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$445.3K
235,758
-0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$398.9K
81,512
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$388.5K
93,216
+6%
增持
JNJ
JOHNSON & JOHNSON
+$374.9K
19,868
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$374.4K
75,424
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$348.7K
61,414
+19%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$332.2K
15,175
增持
WPC
WP CAREY INC
+$318.6K
34,425
+4%
增持
PG
PROCTER AND GAMBLE CO
+$284.0K
26,237
+2%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$275.7K
10,563
建仓
FPE
FIRST TR EXCH TRADED FD III
+$263.6K
14,564
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$259.9K
104,624
+5%
增持
DFLV
DIMENSIONAL ETF TRUST
+$227.0K
73,741
+4%
建仓
IVT
INVENTRUST PPTYS CORP
+$226.0K
7,966
减持
TSLA
TESLA INC
+$224.6K
4,879
-8%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$223.0K
1,431
增持
DFAU
DIMENSIONAL ETF TRUST
+$205.1K
78,160
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$203.7K
90,873
+1%
建仓
IXJ
ISHARES TR
+$203.1K
2,068
减持
EELV
INVESCO EXCH TRADED FD TR II
-$192.4K
18,468
-35%
清仓
BIZD
VANECK ETF TRUST
-$190.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$174.1K
6,267
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$173.9K
39,416
+1%
增持
PEP
PEPSICO INC
+$169.5K
21,958
+2%
增持
CVX
CHEVRON CORP NEW
-$158.4K
25,228
+2%
增持
PFE
PFIZER INC
+$135.7K
91,107
+2%
增持
GOOG
ALPHABET INC
-$130.8K
8,817
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$129.0K
16,340
-1%
减持
MSFT
MICROSOFT CORP
-$120.1K
6,829
-0%
减持
PFF
ISHARES TR
-$108.9K
16,406
-21%
增持
DFSV
DIMENSIONAL ETF TRUST
+$103.8K
46,357
+1%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$102.9K
42,175
增持
FSK
FS KKR CAP CORP
+$92.4K
109,874
+4%
增持
BX
BLACKSTONE INC
+$84.0K
2,608
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$82.4K
49,886
+0%
增持
IWD
ISHARES TR
+$80.4K
5,141
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$80.1K
52,821
-2%
增持
O
REALTY INCOME CORP
+$77.3K
6,755
+2%
增持
FREL
FIDELITY COVINGTON TRUST
+$75.8K
16,170
+2%
增持
MCD
MCDONALDS CORP
+$75.6K
1,213
+5%
减持
VBK
VANGUARD INDEX FDS
-$73.0K
4,744
-12%
增持
RTX
RTX CORPORATION
+$70.3K
3,016
+3%
减持
PSA
PUBLIC STORAGE OPER CO
+$70.0K
945
-1%
增持
IWP
ISHARES TR
+$69.5K
5,637
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$64.6K
1,247
+1%
减持
VOE
VANGUARD INDEX FDS
+$64.3K
3,891
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$62.2K
731
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$61.2K
15,901
+3%
增持
DIHP
DIMENSIONAL ETF TRUST
+$57.8K
29,165
+2%
增持
NFLX
NETFLIX INC
+$56.2K
653
+8%
增持
IDV
ISHARES TR
+$51.8K
18,828
+1%
减持
ICLN
ISHARES TR
-$50.4K
10,633
-31%
增持
VTV
VANGUARD INDEX FDS
+$47.6K
2,972
+1%
增持
VBR
VANGUARD INDEX FDS
+$46.9K
2,525
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$45.2K
16,298
+4%
减持
DFGR
DIMENSIONAL ETF TRUST
+$44.3K
13,766
-3%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$43.2K
10,365
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$43.2K
4,100
+1%
增持
AMZN
AMAZON COM INC
-$41.5K
7,950
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$40.8K
7,011
-1%
减持
IJT
ISHARES TR
+$40.2K
3,878
-1%
增持
VOO
VANGUARD INDEX FDS
+$38.8K
1,323
+0%
增持
V
VISA INC
+$38.3K
2,486
+1%
增持
IYG
ISHARES TR
+$36.9K
6,113
+0%
增持
IWO
ISHARES TR
+$36.2K
1,682
+0%
增持
WINN
HARBOR ETF TRUST
+$34.0K
9,529
+15%
增持
VUG
VANGUARD INDEX FDS
+$32.1K
2,366
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$31.9K
44,555
+2%
减持
DIS
DISNEY WALT CO
-$29.1K
2,433
-8%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$28.9K
107,791
-4%
减持
IWF
ISHARES TR
-$28.1K
5,943
-4%
增持
IWM
ISHARES TR
+$26.7K
1,471
+0%
增持
IJR
ISHARES TR
+$25.4K
2,361
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.1K
5,789
+0%
增持
IWN
ISHARES TR
+$23.9K
1,603
+0%
增持
IBB
ISHARES TR
+$22.0K
2,587
+0%
减持
COST
COSTCO WHSL CORP NEW
+$21.5K
975
-2%
增持
—
EXXON MOBIL CORP
+$21.1K
5,923
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$20.9K
10,097
+0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$20.6K
927
+0%
增持
IWB
ISHARES TR
+$18.7K
1,047
+0%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$18.0K
39,583
+1%
增持
NVDA
NVIDIA CORPORATION
-$17.7K
15,919
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$17.1K
47,168
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.8K
4,572
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$15.0K
18,291
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$14.1K
9,845
+11%
增持
VTI
VANGUARD INDEX FDS
+$13.8K
842
+0%
减持
IGV
ISHARES TR
+$12.2K
5,791
-0%
减持
KO
COCA COLA CO
+$11.1K
5,091
-9%
减持
TGT
TARGET CORP
+$10.3K
1,644
-1%
减持
FHLC
FIDELITY COVINGTON TRUST
+$7.6K
3,138
-3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.3K
1,686
+0%
清仓
—
DRAGANFLY INC.
-$4.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$3.2K
5,965
-2%
减持
USAI
PACER FDS TR
+$2.9K
5,900
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$290
3,601
+0%
