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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 114 项
建仓 5
增持 66
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
UPS
UNITED PARCEL SERVICE INC
-$2.2M
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$1.9M
3,820
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
264,363
+12%
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。
清仓
MDLZ
MONDELEZ INTL INC
-$884.6K
0
-100%
减持
MSFT
MICROSOFT CORP
-$754.6K
5,181
-24%
减持
AAPL
APPLE INC
+$749.0K
46,743
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$741.2K
244,686
+2%
增持
TSLA
TESLA INC
+$710.0K
4,919
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$540.6K
235,608
-0%
增持
ABBV
ABBVIE INC
-$482.4K
26,281
+1%
增持
QCOM
QUALCOMM INC
-$446.2K
29,667
+1%
减持
PFE
PFIZER INC
-$441.1K
82,756
-9%
建仓
HSY
HERSHEY CO
+$440.6K
2,602
增持
PEP
PEPSICO INC
-$357.5K
22,205
+1%
减持
WPC
WP CAREY INC
-$348.8K
32,965
-4%
减持
HD
HOME DEPOT INC
-$306.7K
12,851
-2%
增持
FSK
FS KKR CAP CORP
+$302.9K
113,753
+4%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$298.9K
4,520
清仓
MA
MASTERCARD INCORPORATED
-$265.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$258.9K
20,474
+3%
清仓
TGT
TARGET CORP
-$256.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$233.7K
2,130
-45%
清仓
ADBE
ADOBE INC
-$228.9K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$228.5K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$225.9K
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$223.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$220.1K
2,821
增持
MO
ALTRIA GROUP INC
+$219.8K
80,051
+3%
减持
PFF
ISHARES TR
-$218.0K
10,406
-37%
增持
IWF
ISHARES TR
+$216.9K
6,095
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$215.8K
105,630
+1%
建仓
AVEM
AMERICAN CENTY ETF TR
+$212.6K
3,616
清仓
IXJ
ISHARES TR
-$203.1K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$201.3K
0
-100%
增持
T
AT&T INC
+$179.5K
142,239
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$178.0K
77,904
+3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$168.1K
72,465
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$152.2K
544
-26%
增持
PG
PROCTER AND GAMBLE CO
-$141.2K
26,263
+0%
减持
META
META PLATFORMS INC
-$140.4K
1,034
-21%
减持
DFAE
DIMENSIONAL ETF TRUST
-$138.2K
60,903
-1%
减持
SPMD
SPDR SER TR
-$136.6K
6,534
-28%
减持
JPM
JPMORGAN CHASE & CO.
-$134.5K
3,045
-26%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$123.2K
15,320
-17%
减持
—
EXXON MOBIL CORP
-$121.3K
5,327
-10%
增持
DFIV
DIMENSIONAL ETF TRUST
-$121.1K
96,633
+4%
减持
AMZN
AMAZON COM INC
-$109.7K
6,252
-21%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$102.9K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$100.1K
84,675
+4%
减持
NVDA
NVIDIA CORPORATION
-$99.2K
13,657
-14%
增持
DFAT
DIMENSIONAL ETF TRUST
+$91.7K
41,042
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$91.6K
21,288
+31%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$91.3K
113,751
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$89.0K
6,287
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$85.5K
49,165
+6%
减持
V
VISA INC
-$84.9K
1,894
-24%
增持
DFUV
DIMENSIONAL ETF TRUST
+$84.1K
501,024
+2%
减持
QQQ
INVESCO QQQ TR
+$82.5K
5,856
-2%
增持
VUG
VANGUARD INDEX FDS
+$77.1K
2,401
+1%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$74.8K
12,331
+17%
增持
VBK
VANGUARD INDEX FDS
+$70.3K
4,780
+1%
增持
IWP
ISHARES TR
+$65.9K
5,736
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
-$63.5K
29,505
+1%
减持
MCD
MCDONALDS CORP
-$61.1K
1,064
-12%
增持
IEFA
ISHARES TR
-$60.9K
10,444
+3%
增持
PSA
PUBLIC STORAGE OPER CO
-$59.6K
949
+0%
减持
NFLX
NETFLIX INC
+$56.5K
583
-11%
增持
DFLV
DIMENSIONAL ETF TRUST
+$54.4K
77,468
+5%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$52.4K
13,725
-10%
增持
BX
BLACKSTONE INC
+$51.4K
2,614
+0%
增持
IDV
ISHARES TR
-$50.4K
18,949
+1%
增持
KO
COCA COLA CO
-$46.8K
5,124
+1%
增持
EFA
ISHARES TR
-$46.8K
6,114
+0%
增持
IYG
ISHARES TR
+$43.1K
6,133
+0%
减持
RTX
RTX CORPORATION
-$42.5K
2,791
-7%
增持
IBB
ISHARES TR
-$34.5K
2,588
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$32.5K
16,164
-1%
增持
CVX
CHEVRON CORP NEW
-$30.9K
25,438
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$30.5K
16,619
+14%
增持
PM
PHILIP MORRIS INTL INC
-$29.9K
48,688
+0%
增持
USAI
PACER FDS TR
+$29.5K
5,934
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
-$28.3K
53,061
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$25.6K
3,606
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
-$25.1K
14,573
+6%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$24.6K
10,201
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
-$24.5K
56,650
+7%
增持
ICLN
ISHARES TR
-$23.7K
11,640
+9%
减持
DIS
DISNEY WALT CO
-$22.6K
1,899
-22%
增持
IWD
ISHARES TR
-$22.4K
5,150
+0%
减持
COST
COSTCO WHSL CORP NEW
+$22.0K
967
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$21.3K
4,604
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$20.4K
47,844
+1%
减持
IJT
ISHARES TR
-$19.4K
3,853
-1%
增持
VOO
VANGUARD INDEX FDS
+$19.2K
1,331
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$18.9K
5,861
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$17.8K
1,687
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$16.5K
21,089
+201%
增持
O
REALTY INCOME CORP
+$13.8K
8,279
+23%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$9.8K
44,497
-0%
增持
IWB
ISHARES TR
+$9.2K
1,050
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$8.4K
17,952
+11%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$8.1K
10,128
+0%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$7.8K
39,801
+1%
增持
VTI
VANGUARD INDEX FDS
+$6.9K
846
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
-$5.7K
91,457
+1%
增持
VBR
VANGUARD INDEX FDS
-$3.7K
2,539
+1%
增持
IWN
ISHARES TR
-$3.5K
1,607
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$3.3K
10,082
+2%
减持
GOOG
ALPHABET INC
-$2.3K
7,728
-12%
增持
IJR
ISHARES TR
-$1.4K
2,384
+1%
减持
IVT
INVENTRUST PPTYS CORP
-$679
7,478
-6%
增持
IWM
ISHARES TR
+$338
1,472
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$275
22,084
+2%
增持
VTV
VANGUARD INDEX FDS
-$71
3,064
+3%
