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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 131 项
建仓 13
增持 65
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC
-$2.5M
8,728
-92%
建仓
GIS
GENERAL MILLS INC
+$2.2M
59,808
增持
CVX
CHEVRON CORPORATION
+$1.3M
24,592
+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。
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.2M
201,051
-3%
增持
QCOM
QUALCOMM INC
-$1.1M
29,563
+2%
减持
AAPL
APPLE INC
-$1.1M
42,267
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
-$1.1M
361,057
+0%
建仓
NDAQ
NASDAQ INC
+$1.1M
12,532
增持
LMT
LOCKHEED MARTIN CORP
+$729.9K
5,469
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$698.7K
5,745
-12%
增持
MO
ALTRIA GROUP INC
+$687.8K
80,548
+0%
减持
MSFT
MICROSOFT CORP
-$678.2K
5,415
-2%
减持
JNJ
JOHNSON & JOHNSON
+$675.6K
19,920
-2%
增持
T
AT&T INC
+$585.2K
139,902
+0%
清仓
IGV
ISHARES TR
-$451.8K
0
-100%
清仓
USO
UNITED STS OIL FD LP
-$409.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$382.9K
5,031
-6%
增持
PEP
PEPSICO INC
+$347.1K
23,330
+2%
增持
FBCG
FIDELITY COVINGTON TRUST
+$332.7K
13,410
+117%
减持
IWF
ISHARES TR
-$319.9K
5,185
-3%
减持
ABBV
ABBVIE INC
-$319.3K
23,140
-1%
增持
FENI
FIDELITY COVINGTON TRUST
+$294.8K
49,643
+17%
增持
MDLZ
MONDELEZ INTL INC
+$283.7K
11,189
+67%
增持
FELC
FIDELITY COVINGTON TRUST
+$283.6K
87,013
+16%
减持
TSLA
TESLA INC
-$281.7K
3,428
-1%
减持
GOOG
ALPHABET INC
-$265.4K
6,361
-4%
清仓
PFF
ISHARES TR
-$256.9K
0
-100%
增持
FELG
FIDELITY COVINGTON TRUST
-$254.7K
82,231
+3%
减持
—
EXXON MOBIL CORP
+$246.9K
5,267
-2%
减持
HD
HOME DEPOT INC
-$227.7K
11,932
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$226.8K
1,115
增持
FELV
FIDELITY COVINGTON TRUST
+$225.6K
92,544
+7%
建仓
MRK
MERCK & CO INC
+$225.4K
1,873
清仓
DIS
DISNEY WALT CO
-$221.3K
0
-100%
建仓
IVT
INVENTRUST PPTYS CORP
+$208.9K
6,858
清仓
IXJ
ISHARES TR
-$205.4K
0
-100%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$204.4K
3,669
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$204.2K
1,687
-34%
减持
DFIV
DIMENSIONAL ETF TRUST
+$201.9K
83,490
-1%
建仓
VLUE
ISHARES TR
+$201.3K
1,416
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$201.3K
5,680
建仓
DFAW
DIMENSIONAL ETF TRUST
+$200.4K
2,716
建仓
XLI
SELECT SECTOR SPDR TR
+$200.1K
1,237
减持
FDVV
FIDELITY COVINGTON TRUST
-$185.5K
85,894
-1%
增持
FSK
FS KKR CAP CORP
-$184.7K
146,503
+29%
增持
WPC
WP CAREY INC
+$156.5K
35,408
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$151.1K
219,892
+0%
增持
FESM
FIDELITY COVINGTON TRUST
+$149.9K
55,904
+7%
建仓
GBDC
GOLUB CAP BDC INC
+$149.8K
11,834
减持
AMZN
AMAZON COM INC
-$146.0K
5,862
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$144.1K
1,212
-2%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$135.4K
94,233
-4%
增持
FDEM
FIDELITY COVINGTON TRUST
+$122.7K
28,017
+14%
减持
COST
COSTCO WHOLESALE CORPORATION
+$115.3K
999
-2%
减持
BX
BLACKSTONE INC
-$112.1K
2,501
-4%
增持
NVDA
NVIDIA CORPORATION
-$108.5K
16,504
+3%
建仓
—
STELLANTIS N.V
+$107.3K
15,140
减持
DUHP
DIMENSIONAL ETF TRUST
-$106.4K
75,888
-0%
减持
V
VISA INC
-$103.8K
1,792
-3%
减持
JPM
JPMORGAN CHASE & CO
-$97.0K
3,033
-1%
减持
DFLV
DIMENSIONAL ETF TRUST
+$96.5K
84,402
-1%
增持
VTV
VANGUARD INDEX FDS
+$87.3K
4,093
+9%
增持
FENY
FIDELITY COVINGTON TRUST
+$83.9K
8,998
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
-$82.9K
71,363
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$79.1K
227,057
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
+$74.4K
37,000
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$73.3K
6,725
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$70.5K
58,831
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$65.1K
7,223
+8%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$60.9K
7,981
+5%
减持
VYM
VANGUARD WHITEHALL FDS
+$59.8K
14,610
-0%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$57.9K
10,436
减持
DFSV
DIMENSIONAL ETF TRUST
+$57.7K
43,437
-2%
增持
IYG
ISHARES TR
-$56.7K
6,220
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$56.3K
62,168
-3%
增持
USAI
PACER FDS TR
+$55.8K
6,131
+1%
增持
PG
PROCTER & GAMBLE CO
+$53.5K
25,801
+1%
增持
IEFA
ISHARES TR
+$51.5K
11,395
+4%
增持
VUG
VANGUARD INDEX FDS
-$50.0K
2,472
+7%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$49.0K
78,672
-2%
增持
IWB
ISHARES TR
+$42.0K
1,219
+16%
增持
IWS
ISHARES TR
+$39.9K
1,861
+13%
增持
AJG
GALLAGHER ARTHUR J & CO
-$39.1K
931
+0%
增持
VOO
VANGUARD INDEX FDS
-$36.7K
1,331
+0%
减持
IDV
ISHARES TR
+$36.7K
17,503
-3%
增持
VBR
VANGUARD INDEX FDS
+$36.7K
2,821
+4%
减持
FTMS
PUTNAM ETF TRUST
-$33.8K
197,630
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$33.7K
10,072
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
-$27.9K
1,695
+0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$27.7K
10,147
+12%
增持
WBS
WEBSTER FINL CORP
+$27.1K
4,039
+0%
减持
VOE
VANGUARD INDEX FDS
+$25.9K
3,886
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$24.2K
40,834
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$23.4K
2,833
-9%
增持
ICLN
ISHARES TR
+$21.9K
11,549
+0%
减持
O
REALTY INCOME CORP
+$21.5K
6,216
-2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$21.4K
52,737
+5%
增持
IWD
ISHARES TR
+$19.7K
5,230
+0%
减持
KO
COCA COLA CO
+$18.1K
4,828
-3%
增持
FREL
FIDELITY COVINGTON TRUST
+$16.7K
19,307
+3%
增持
IWN
ISHARES TR
+$15.2K
1,756
+0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$12.5K
59,860
-3%
增持
IJR
ISHARES TR
+$10.5K
2,424
+0%
减持
RTX
RTX CORPORATION
-$10.1K
2,601
-7%
减持
PM
PHILIP MORRIS INTL INC
-$8.9K
43,173
-3%
增持
DRIV
GLOBAL X FDS
+$7.7K
7,627
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.7K
4,643
+0%
减持
MCD
MCDONALDS CORP
-$7.7K
1,036
-4%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$7.3K
43,475
+7%
增持
DFGR
DIMENSIONAL ETF TRUST
+$7.1K
12,219
+2%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$6.8K
48,023
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
-$6.8K
17,074
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$6.7K
14,054
+1%
增持
C
CITIGROUP INC
-$6.4K
2,388
+1%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$6.1K
8,341
+0%
减持
VBK
VANGUARD INDEX FDS
-$5.9K
3,760
-1%
清仓
—
SKY QUARRY INC
-$5.3K
0
-100%
增持
IWP
ISHARES TR
-$5.3K
5,725
+6%
增持
FSMD
FIDELITY COVINGTON TRUST
+$5.0K
4,667
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.4K
6,241
-2%
增持
IWM
ISHARES TR
+$3.2K
1,623
+0%
减持
PSA
PUBLIC STORAGE OPER CO
+$2.4K
921
-3%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
-$2.4K
6,542
+0%
增持
IJJ
ISHARES TR
+$2.2K
1,724
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.0K
989
+5%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$1.2K
8,020
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$1.2K
8,457
-3%
增持
MCN
XAI MADISON EQUITY PREMIUM I
-$588
11,095
+2%
增持
IBB
ISHARES TR
+$509
2,596
+0%
减持
DIHP
DIMENSIONAL ETF TRUST
-$363
24,674
-2%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4
5,070
+0%
