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VOISARD ASSET MANAGEMENT GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VOISARD ASSET MANAGEMENT GROUP, INC.
报告期 2026-03-31 · CIK 0002011215
持仓数
104
前50大市值合计
$449.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 46
增持 65
减持 25
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.5M
840,697
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
268,285
+17%
增持
AGG
ISHARES TR
+$2.1M
356,556
+2%
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。
建仓
IUSG
ISHARES TR
+$1.7M
12,959
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
468,445
+8%
建仓
VUG
VANGUARD INDEX FDS
+$1.5M
3,842
增持
VGSH
VANGUARD SHORT-TERM TREASURY
+$1.4M
277,873
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
63,803
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
141,154
+7%
增持
SPYM
SPDR SER TR
+$968.9K
84,739
+14%
建仓
SCHB
SCHWAB STRATEGIC TR
+$935.3K
14,060
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$926.6K
16,538
+230%
建仓
SPTI
SPDR SER TR
+$897.6K
30,888
增持
SCHE
SCHWAB STRATEGIC TR
+$832.3K
35,261
+376%
增持
SPSM
SPDR SER TR
+$832.0K
176,174
+2%
增持
IVV
ISHARES TR
+$786.2K
3,174
+66%
建仓
AVLV
AVANTIS US LARGE CAP VALUE
+$771.0K
11,712
增持
IMCG
ISHARES TR
+$720.5K
12,475
+345%
建仓
AVUV
AVANTIS US SMALL CAP VALUE
+$702.5K
7,322
减持
SPY
SPDR S&P 500 ETF TR
+$667.8K
34,507
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$660.1K
87,769
+3%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$644.2K
10,662
建仓
SLQD
ISHARES TR
+$620.3K
12,300
建仓
AVDV
AVANTIS INTL S/C VALUE ETF
+$611.4K
8,652
建仓
SPTM
SPDR SER TR
+$595.1K
8,494
建仓
DFUV
DIMENSIONAL ETF TRUST
+$539.6K
12,944
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$529.1K
6,010
+2762%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$487.4K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$408.8K
80,695
+2%
增持
ITOT
ISHARES TR
+$375.0K
6,484
+75%
增持
AAPL
APPLE INC
+$369.7K
8,659
+11%
建仓
EFG
ISHARES TR
+$367.4K
3,413
建仓
USMV
ISHARES TR
+$362.7K
3,972
建仓
MBB
ISHARES TR
+$338.9K
3,537
增持
IEMG
ISHARES INC
+$336.4K
7,971
+252%
增持
SYK
STRYKER CORPORATION
+$308.7K
895
+1981%
建仓
MU
MICRON TECHNOLOGY INC
+$259.9K
2,506
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$252.5K
4,962
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$252.1K
2,650
增持
IEFA
ISHARES TR
+$222.6K
8,042
+44%
建仓
IXUS
ISHARES TR
+$221.3K
3,047
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$210.9K
8,900
增持
MUB
ISHARES TR
+$205.8K
2,347
+409%
增持
VTI
VANGUARD INDEX FDS
+$205.0K
1,182
+144%
增持
VOO
VANGUARD INDEX FDS
+$201.0K
395
+2533%
建仓
DFUS
DIMENSIONAL US MARKETWIDE VA
+$196.0K
4,702
清仓
—
VIZIO HLDG CORP
-$181.4K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$168.6K
5,473
建仓
FNDX
SCHWAB STRATEGIC TR
+$166.5K
2,320
减持
PANW
PALO ALTO NETWORKS INC
-$166.3K
431
-53%
建仓
BOXX
EA SERIES TRUST
+$160.3K
1,472
建仓
SUB
ISHARES TR
+$157.7K
1,485
建仓
WTFC
WINTRUST FINL CORP
+$148.0K
1,364
建仓
DFAI
DIMENSIONAL ETF TRUST
+$147.7K
4,648
清仓
—
MACATAWA BK CORP
-$145.5K
0
-100%
清仓
ESGU
ISHARES TR
-$131.4K
0
-100%
增持
IJR
ISHARES TR
+$130.5K
2,655
+57%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$118.4K
0
-100%
建仓
CATH
GLOBAL X FDS
+$112.3K
1,619
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$111.1K
5
-99%
增持
META
META PLATFORMS INC
+$106.0K
822
+14%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$101.8K
4,485
减持
MINT
PIMCO ETF TR
-$100.1K
95
-91%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$99.1K
3,610
+95%
减持
VO
VANGUARD INDEX FDS
+$95.7K
5,119
-1%
清仓
ESGD
ISHARES TR
-$95.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$94.3K
798
+9%
减持
AMZN
AMAZON COM INC
-$94.1K
3,770
-9%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$89.3K
512
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$82.5K
475
增持
JPM
JPMORGAN CHASE & CO.
+$78.5K
5,068
+4%
增持
MCD
MCDONALDS CORP
+$76.5K
1,252
+5%
增持
QQQ
INVESCO QQQ TR
+$76.4K
241
+180%
减持
LOW
LOWES COS INC
-$75.7K
209
-65%
清仓
CRF
CORNERSTONE TOTAL RETURN FD
-$73.5K
0
-100%
清仓
CLM
CORNERSTONE STRATEGIC VALUE
-$71.9K
0
-100%
增持
RSPE
INVESCO EXCH TRADED FD TR II
+$68.7K
3,695
+40%
增持
GE
GE AEROSPACE
+$68.4K
2,237
+1%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$66.7K
0
-100%
减持
XJH
ISHARES TR
-$61.3K
961
-63%
清仓
ESML
ISHARES TR
-$61.1K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$59.3K
465
-29%
增持
DELL
DELL TECHNOLOGIES INC
+$59.1K
500
+49900%
建仓
IBB
ISHARES TR
+$59.0K
405
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$57.8K
159
-43%
增持
GOOGL
ALPHABET INC
-$57.2K
4,262
+2%
增持
GOOG
ALPHABET INC
-$56.6K
4,145
+1%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$55.2K
0
-100%
减持
BA
BOEING CO
-$54.2K
638
-23%
减持
TMUS
T-MOBILE US INC
-$52.5K
130
-71%
增持
KMX
CARMAX INC
+$52.0K
1,980
+43%
减持
SCHA
SCHWAB STRATEGIC TR
+$51.5K
17,377
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$51.2K
1,246
+32%
减持
CVS
CVS HEALTH CORP
-$50.5K
451
-66%
增持
—
LINDE PLC
+$50.0K
110
+1733%
增持
SCHW
SCHWAB CHARLES CORP
-$49.6K
5,739
+0%
减持
BX
BLACKSTONE INC
-$49.4K
1,311
-35%
减持
RTX
RTX CORPORATION
-$49.2K
73
-87%
建仓
DFAX
DIMENSIONAL WORLD EX US CORE
+$49.1K
1,819
减持
MRK
MERCK & CO INC
-$48.4K
640
-35%
建仓
VB
VANGUARD INDEX FDS
+$47.2K
199
增持
—
LAM RESEARCH CORP
-$46.6K
200
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$45.8K
30
-96%
减持
LLY
ELI LILLY & CO
-$44.6K
630
-5%
增持
GEV
GE VERNOVA INC
+$44.6K
526
+1%
增持
AVGO
BROADCOM INC
+$44.5K
2,920
+921%
减持
QCOM
QUALCOMM INC
-$42.8K
217
-46%
建仓
IWO
ISHARES TR
+$42.6K
150
增持
PG
PROCTER AND GAMBLE CO
+$42.2K
1,170
+20%
增持
HD
HOME DEPOT INC
+$42.0K
593
+3%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY
+$41.2K
615
建仓
VBK
VANGUARD INDEX FDS
+$39.0K
146
建仓
IXJ
ISHARES TR
+$38.5K
392
清仓
MBWM
MERCANTILE BK CORP
-$38.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$36.8K
6,224
+7%
建仓
FNDA
SCHWAB STRATEGIC TR
+$36.8K
617
减持
UNP
UNION PAC CORP
-$36.7K
189
-49%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.8K
666
+2%
清仓
TOL
TOLL BROTHERS INC
-$34.6K
0
-100%
增持
T
AT&T INC
+$33.2K
10,927
+1%
减持
FXE
INVESCO CURRENCYSHARES EURO
-$32.1K
512
-40%
增持
F
FORD MTR CO
+$31.7K
5,609
+155%
增持
ORCL
ORACLE CORP
+$31.4K
1,008
+1%
清仓
ESGE
ISHARES INC
-$30.8K
0
-100%
建仓
QMOM
EA SERIES TRUST
+$30.5K
475
建仓
SPMB
SPDR SER TR
+$30.3K
1,344
减持
—
INVESCO EXCH TRD SLF IDX FD
-$30.2K
15,670
-8%
增持
PVH
PVH CORPORATION
+$28.0K
755
+66%
建仓
QUAL
ISHARES TR
+$26.9K
150
建仓
SPSB
SPDR SER TR
+$26.8K
884
增持
—
EXXON MOBIL CORP
+$26.7K
4,634
+3%
增持
ABBV
ABBVIE INC
+$24.9K
536
+14%
增持
—
MEDTRONIC PLC
+$24.6K
1,929
+2%
增持
JNJ
JOHNSON & JOHNSON
+$23.5K
1,267
+2%
增持
FITB
FIFTH THIRD BANCORP
+$23.5K
3,040
+4%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$23.5K
266
建仓
HYMB
SPDR SER TR
+$22.2K
844
增持
NEM
NEWMONT CORP
+$22.1K
1,823
+1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$21.8K
110
增持
—
EATON CORP PLC
+$21.5K
1,045
+1%
建仓
CTAS
CINTAS CORP
+$21.4K
104
增持
—
INVESCO EXCH TRD SLF IDX FD
+$19.3K
29,354
+2%
增持
CMS
CMS ENERGY CORP
+$18.6K
798
+26%
增持
AXP
AMERICAN EXPRESS CO
+$17.9K
369
+4%
增持
COST
COSTCO WHSL CORP NEW
+$17.7K
183
+8%
增持
TGT
TARGET CORP
+$17.4K
308
+49%
减持
CE
CELANESE CORP DEL
-$17.3K
336
-28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$17.0K
1,507
+3%
增持
WMT
WALMART INC
+$17.0K
399
+77%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$16.5K
5,467
-15%
