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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 123 项
建仓 5
增持 73
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
FTMS
PUTNAM ETF TRUST
+$2.0M
200,533
减持
HD
HOME DEPOT INC
-$753.7K
12,066
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$734.6K
359,996
+0%
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
MO
ALTRIA GROUP INC
-$658.0K
80,255
+0%
增持
FELG
FIDELITY COVINGTON TRUST
+$552.5K
80,037
+18%
减持
AAPL
APPLE INC
+$550.1K
43,531
-2%
减持
T
AT&T INC
-$484.3K
139,719
-0%
减持
GOOG
ALPHABET INC
+$455.0K
6,660
-1%
减持
JNJ
JOHNSON & JOHNSON
+$432.9K
20,264
-0%
减持
BDC
BELDEN INC
-$380.6K
5,331
-36%
增持
FELV
FIDELITY COVINGTON TRUST
+$314.0K
86,704
+8%
减持
DFIV
DIMENSIONAL ETF TRUST
+$312.1K
84,262
-0%
减持
PG
PROCTER AND GAMBLE CO
-$266.1K
25,631
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$257.8K
234,473
-2%
增持
FELC
FIDELITY COVINGTON TRUST
+$254.0K
75,252
+7%
减持
ABBV
ABBVIE INC
-$250.5K
23,424
-3%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$247.6K
0
-100%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$242.8K
5,063
清仓
ENB
ENBRIDGE INC
-$225.2K
0
-100%
清仓
IVT
INVENTRUST PPTYS CORP
-$211.2K
0
-100%
建仓
IXJ
ISHARES TR
+$205.4K
2,109
建仓
FSMD
FIDELITY COVINGTON TRUST
+$203.7K
4,615
增持
FENI
FIDELITY COVINGTON TRUST
+$200.3K
42,425
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$198.9K
10,036
-42%
增持
MSFT
MICROSOFT CORP
-$189.5K
5,547
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$188.2K
58,294
+4%
减持
PM
PHILIP MORRIS INTL INC
-$185.4K
44,558
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$174.6K
85,284
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$157.2K
219,652
-1%
增持
NFLX
NETFLIX INC
-$152.3K
5,830
+900%
减持
WPC
WP CAREY INC
-$135.2K
34,957
-1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$130.0K
86,969
+1%
减持
MDLZ
MONDELEZ INTL INC
-$120.4K
6,710
-13%
减持
QCOM
QUALCOMM INC
+$118.7K
28,898
-0%
增持
ASTS
AST SPACEMOBILE INC
+$115.3K
4,645
+3%
增持
FESM
FIDELITY COVINGTON TRUST
+$115.0K
52,260
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$111.6K
6,504
+0%
减持
SPMD
SPDR SERIES TRUST
-$111.1K
4,534
-31%
增持
DFAS
DIMENSIONAL ETF TRUST
+$109.6K
64,279
+1%
增持
PEP
PEPSICO INC
+$103.8K
22,825
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$96.5K
44,523
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$95.2K
61,846
+2%
减持
DUHP
DIMENSIONAL ETF TRUST
-$82.9K
76,150
-3%
增持
QQQ
INVESCO QQQ TR
+$77.5K
5,350
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$73.7K
5,325
+6%
减持
DFAU
DIMENSIONAL ETF TRUST
+$66.9K
70,574
-0%
增持
IDV
ISHARES TR
+$65.5K
17,953
+2%
增持
IBB
ISHARES TR
+$63.7K
2,594
+0%
减持
TSLA
TESLA INC
-$58.7K
3,460
-5%
减持
O
REALTY INCOME CORP
-$57.5K
6,365
-7%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$57.4K
97,779
+0%
增持
FDEM
FIDELITY COVINGTON TRUST
+$54.7K
24,679
+5%
增持
CVX
CHEVRON CORP NEW
-$53.8K
24,577
+0%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$51.0K
13,959
-7%
增持
IWD
ISHARES TR
+$47.6K
5,219
+1%
减持
IWF
ISHARES TR
-$47.3K
5,348
-3%
增持
AJG
GALLAGHER ARTHUR J & CO
-$47.2K
930
+0%
增持
—
EXXON MOBIL CORP
+$42.2K
5,374
+0%
减持
RTX
RTX CORPORATION
+$42.1K
2,790
-1%
增持
BX
BLACKSTONE INC
-$41.1K
2,593
+1%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$40.8K
8,012
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.3K
14,659
+0%
增持
IEFA
ISHARES TR
+$39.4K
10,956
+2%
增持
C
CITIGROUP INC
+$37.5K
2,376
+1%
减持
VUG
VANGUARD INDEX FDS
-$37.4K
2,316
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
+$37.2K
37,559
-1%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$35.2K
9,060
+9%
减持
PFF
ISHARES TR
-$31.3K
8,297
-9%
减持
DFAX
DIMENSIONAL ETF TRUST
+$30.4K
41,643
-2%
增持
EFA
ISHARES TR
+$27.7K
6,316
+2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$27.4K
50,164
+1%
增持
PSA
PUBLIC STORAGE OPER CO
-$26.2K
952
+1%
增持
VTV
VANGUARD INDEX FDS
+$23.1K
3,748
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$23.1K
3,070
+0%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$22.7K
8,318
-12%
增持
AVEM
AMERICAN CENTY ETF TR
+$21.9K
6,712
+2%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$21.9K
40,793
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$21.8K
6,717
+100%
增持
KO
COCA COLA CO
+$20.4K
4,993
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$19.3K
208,049
-1%
增持
VBK
VANGUARD INDEX FDS
+$19.2K
3,782
+0%
增持
IWP
ISHARES TR
-$19.0K
5,395
+1%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$18.0K
80,169
-1%
增持
IYG
ISHARES TR
+$17.8K
6,199
+0%
减持
FSK
FS KKR CAP CORP
-$17.7K
113,171
-0%
增持
V
VISA INC
+$17.6K
1,840
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$15.8K
8,686
+0%
减持
DIHP
DIMENSIONAL ETF TRUST
+$14.2K
25,118
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.1K
4,639
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$12.4K
22,254
+1%
增持
ICLN
ISHARES TR
+$11.7K
11,524
+0%
减持
FBCG
FIDELITY COVINGTON TRUST
-$11.6K
6,189
-5%
减持
VOO
VANGUARD INDEX FDS
+$11.3K
1,326
-1%
增持
IWN
ISHARES TR
+$11.3K
1,754
+1%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$11.2K
6,512
+2%
增持
FREL
FIDELITY COVINGTON TRUST
-$10.2K
18,701
+1%
增持
VBR
VANGUARD INDEX FDS
+$9.5K
2,721
+0%
减持
WBS
WEBSTER FINL CORP
-$8.5K
4,024
-9%
增持
USAI
PACER FDS TR
-$8.4K
6,091
+1%
增持
VTI
VANGUARD INDEX FDS
+$8.1K
941
+1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$7.8K
7,580
+4%
减持
IWB
ISHARES TR
+$7.7K
1,052
-0%
增持
IWM
ISHARES TR
+$7.2K
1,622
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$6.3K
7,731
+0%
建仓
—
SKY QUARRY INC
+$5.3K
23,901
增持
IWO
ISHARES TR
+$4.9K
1,615
+0%
减持
NVDA
NVIDIA CORPORATION
-$4.7K
16,015
-0%
增持
IJR
ISHARES TR
+$4.6K
2,420
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.6K
1,694
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
-$3.8K
12,023
+2%
减持
IWV
ISHARES TR
+$3.5K
729
-1%
增持
MCD
MCDONALDS CORP
+$3.1K
1,079
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1K
6,356
+2%
减持
IJJ
ISHARES TR
+$3.0K
1,719
-0%
减持
IJT
ISHARES TR
-$2.5K
3,272
-0%
增持
IWS
ISHARES TR
+$2.4K
1,640
+0%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$2.2K
45,486
+1%
减持
DIS
DISNEY WALT CO
-$2.0K
1,945
-0%
增持
FENY
FIDELITY COVINGTON TRUST
+$1.4K
8,971
+0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.1K
17,005
+0%
增持
PFE
PFIZER INC
+$805
111,396
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$789
3,110
+1%
增持
MCN
XAI MADISON EQUITY PREMIUM I
+$761
10,878
+4%
