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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 105 项
建仓 4
增持 49
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.8M
44,399
-5%
减持
PM
PHILIP MORRIS INTL INC
+$1.8M
47,982
-1%
减持
TSLA
TESLA INC
-$1.1M
3,381
-31%
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
T
AT&T INC
+$819.4K
143,501
+1%
减持
ABBV
ABBVIE INC
+$750.3K
25,871
-2%
增持
MO
ALTRIA GROUP INC
+$684.0K
81,137
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$655.6K
247,076
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$535.7K
240,053
+2%
建仓
MDLZ
MONDELEZ INTL INC
+$523.1K
7,710
减持
CVX
CHEVRON CORP NEW
+$522.3K
25,146
-1%
增持
JNJ
JOHNSON & JOHNSON
+$460.7K
20,633
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$451.7K
263,493
-0%
清仓
HSY
HERSHEY CO
-$440.6K
0
-100%
减持
GOOG
ALPHABET INC
-$418.8K
6,740
-13%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$403.3K
20,368
增持
WPC
WP CAREY INC
+$401.2K
34,814
+6%
减持
HD
HOME DEPOT INC
-$372.4K
12,624
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$363.4K
506,316
+1%
减持
BDC
BELDEN INC
-$342.7K
8,331
-20%
增持
NVDA
NVIDIA CORPORATION
-$324.1K
13,932
+2%
建仓
FELG
FIDELITY COVINGTON TRUST
+$308.8K
9,804
减持
QQQ
INVESCO QQQ TR
-$304.1K
5,736
-2%
减持
VBK
VANGUARD INDEX FDS
-$303.0K
4,114
-14%
减持
IWF
ISHARES TR
-$274.1K
6,019
-1%
减持
MSFT
MICROSOFT CORP
-$257.5K
5,132
-1%
增持
PFE
PFIZER INC
+$227.2K
95,608
+16%
减持
AMZN
AMAZON COM INC
-$220.2K
6,052
-3%
清仓
DIS
DISNEY WALT CO
-$211.5K
0
-100%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$201.3K
7,608
减持
IGV
ISHARES TR
-$198.2K
4,288
-26%
增持
LMT
LOCKHEED MARTIN CORP
+$194.4K
4,590
+20%
增持
DFAE
DIMENSIONAL ETF TRUST
+$190.2K
67,027
+10%
增持
AVEM
AMERICAN CENTY ETF TR
+$182.9K
6,572
+82%
减持
DFSV
DIMENSIONAL ETF TRUST
-$181.9K
47,295
-4%
减持
DFAT
DIMENSIONAL ETF TRUST
-$173.6K
40,996
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$149.9K
90,917
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$148.0K
3,344
-7%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$147.8K
4,275
-22%
增持
DFAS
DIMENSIONAL ETF TRUST
-$136.5K
82,569
+6%
增持
DFAU
DIMENSIONAL ETF TRUST
-$134.9K
72,820
+0%
减持
FSK
FS KKR CAP CORP
-$123.6K
112,035
-2%
减持
META
META PLATFORMS INC
-$118.9K
844
-18%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$116.5K
9,971
-35%
减持
VUG
VANGUARD INDEX FDS
-$99.2K
2,390
-0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$88.4K
55,799
-2%
减持
BX
BLACKSTONE INC
-$86.6K
2,605
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$85.3K
30,800
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$80.2K
6,444
+2%
增持
V
VISA INC
+$65.5K
1,895
+0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$57.2K
928
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$57.0K
52,522
-1%
增持
IWO
ISHARES TR
-$54.3K
1,683
+0%
减持
—
EXXON MOBIL CORP
+$53.5K
5,268
-1%
减持
PG
PROCTER AND GAMBLE CO
+$53.1K
26,148
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$50.9K
15,598
-4%
减持
O
REALTY INCOME CORP
-$50.4K
6,753
-18%
增持
RTX
RTX CORPORATION
+$47.6K
2,798
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$47.5K
77,653
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$44.9K
19,292
+7%
增持
IWP
ISHARES TR
-$43.2K
5,821
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$41.5K
21,305
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$41.2K
108,133
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$39.6K
19,189
-9%
增持
FTEC
FIDELITY COVINGTON TRUST
-$39.6K
1,689
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$36.3K
1,241
-0%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$34.0K
114,863
+1%
减持
IEFA
ISHARES TR
+$33.3K
10,142
-3%
增持
VTV
VANGUARD INDEX FDS
+$32.5K
3,191
+4%
减持
PFF
ISHARES TR
-$31.4K
9,623
-8%
增持
VOO
VANGUARD INDEX FDS
-$30.8K
1,336
+0%
减持
COST
COSTCO WHSL CORP NEW
+$27.9K
966
-0%
增持
MCD
MCDONALDS CORP
+$25.0K
1,067
+0%
增持
VBR
VANGUARD INDEX FDS
-$24.8K
2,568
+1%
减持
IDV
ISHARES TR
+$24.7K
17,521
-8%
增持
IJR
ISHARES TR
-$24.6K
2,392
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
-$24.4K
92,515
+1%
减持
NFLX
NETFLIX INC
-$22.6K
533
-9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$21.6K
3,062
+9%
增持
IWN
ISHARES TR
-$20.8K
1,610
+0%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$20.0K
4,444
-2%
增持
FDVV
FIDELITY COVINGTON TRUST
-$19.0K
84,873
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$18.5K
3,051
+0%
减持
EFA
ISHARES TR
+$17.0K
5,864
-4%
增持
IWD
ISHARES TR
+$17.0K
5,157
+0%
减持
DFGR
DIMENSIONAL ETF TRUST
-$16.3K
13,553
-7%
增持
IWB
ISHARES TR
-$15.7K
1,052
+0%
增持
IWM
ISHARES TR
-$15.5K
1,553
+6%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$15.0K
39,187
-2%
减持
QCOM
QUALCOMM INC
-$14.6K
29,574
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.4K
4,614
+0%
增持
VTI
VANGUARD INDEX FDS
+$11.5K
934
+10%
增持
IBB
ISHARES TR
-$10.9K
2,590
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.3K
545
+0%
增持
USAI
PACER FDS TR
+$10.1K
5,987
+1%
减持
IVT
INVENTRUST PPTYS CORP
-$9.4K
7,354
-2%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$7.6K
11,316
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.3K
5,864
+0%
增持
IYG
ISHARES TR
+$5.8K
6,149
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$4.4K
935
-1%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$3.2K
43,532
-2%
减持
FENY
FIDELITY COVINGTON TRUST
+$3.2K
9,532
-5%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$2.6K
47,697
-0%
减持
ICLN
ISHARES TR
-$2.2K
11,405
-2%
增持
PEP
PEPSICO INC
+$1.8K
22,531
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.2K
16,789
+1%
