Vestmark Advisory Solutions, Inc.
Wakefield MA · SEC CIK 0001736982
$90.19亿2026Q1 申报市值
1,327持仓数
17.7%前十大占比 · 第一大 2.9%
180 / 92新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$6,156.20万
INMU 新建仓+$4,879.53万
RDVY 加仓+$4,774.55万
QQQ 加仓+$4,492.76万
AVLV 新建仓+$4,430.77万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$5,624.64万
AZN 清仓-$1,488.84万
SMMD 减仓-$1,224.27万
SPDW 清仓-$1,187.43万
IJH 减仓-$923.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CGSM | CAPITAL GRP FIXED INCM ETF T | $799.40万 | 0.09% | 304,185 | 73,372 | 31.8% | $192.82万 | 加仓 |
| ECL | ECOLAB INC | $803.94万 | 0.09% | 30,220 | 2,460 | 8.9% | $65.44万 | 加仓 |
| TER | TERADYNE INC | $804.06万 | 0.09% | 27,122 | -14,482 | -34.8% | -$429.33万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $804.79万 | 0.09% | 238,173 | 8,020 | 3.5% | $27.10万 | 加仓 |
| GLW | CORNING INC | $806.97万 | 0.09% | 59,348 | -25,405 | -30.0% | -$345.44万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $807.08万 | 0.09% | 46,530 | -1,955 | -4.0% | -$33.91万 | 减仓 |
| CMI | CUMMINS INC | $808.78万 | 0.09% | 15,032 | 5,965 | 65.8% | $320.94万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $816.62万 | 0.09% | 228,234 | 7,505 | 3.4% | $26.85万 | 加仓 |
| GE | GE AEROSPACE | $819.34万 | 0.09% | 28,872 | 3,658 | 14.5% | $103.81万 | 加仓 |
| VGT | VANGUARD WORLD FD | $835.48万 | 0.09% | 11,973 | 6,055 | 102.3% | $422.52万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $840.41万 | 0.09% | 286,242 | 64,439 | 29.1% | $189.19万 | 加仓 |
| ROST | ROSS STORES INC | $843.78万 | 0.09% | 38,949 | 14,592 | 59.9% | $316.12万 | 加仓 |
| ROKU | ROKU INC | $852.67万 | 0.09% | 90,115 | -45,733 | -33.7% | -$432.73万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $853.95万 | 0.09% | 186,329 | -142,378 | -43.3% | -$652.52万 | 减仓 |
| MDT | MEDTRONIC PLC | $855.42万 | 0.09% | 98,720 | 18,628 | 23.3% | $161.41万 | 加仓 |
| TEM | TEMPUS AI INC | $855.59万 | 0.09% | 189,205 | 31,074 | 19.7% | $140.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $859.75万 | 0.10% | 31,772 | 8,451 | 36.2% | $228.68万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $864.07万 | 0.10% | 214,997 | 85,678 | 66.3% | $344.34万 | 加仓 |
| SUB | ISHARES TR | $867.34万 | 0.10% | 81,440 | 16,733 | 25.9% | $178.21万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $884.15万 | 0.10% | 55,149 | 8,206 | 17.5% | $131.56万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $888.28万 | 0.10% | 14,682 | 818 | 5.9% | $49.49万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $888.34万 | 0.10% | 48,694 | 3,639 | 8.1% | $66.39万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $888.88万 | 0.10% | 132,530 | 12,417 | 10.3% | $83.28万 | 加仓 |
| AMGN | AMGEN INC | $892.73万 | 0.10% | 25,371 | 10,454 | 70.1% | $367.85万 | 加仓 |
| PFE | PFIZER INC | $893.25万 | 0.10% | 318,106 | 276,646 | 667.3% | $776.83万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $901.64万 | 0.10% | 208,714 | 27,855 | 15.4% | $120.33万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $906.68万 | 0.10% | 39,342 | 15,983 | 68.4% | $368.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $909.15万 | 0.10% | 30,055 | 10,414 | 53.0% | $315.02万 | 加仓 |
| SAP | SAP SE | $912.19万 | 0.10% | 53,278 | 10,155 | 23.5% | $173.87万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $919.88万 | 0.10% | 146,593 | 84,748 | 137.0% | $531.80万 | 加仓 |
| HDV | ISHARES TR | $920.62万 | 0.10% | 67,832 | 43,416 | 177.8% | $589.24万 | 加仓 |
| LRGF | ISHARES TR | $921.15万 | 0.10% | 139,568 | 23,007 | 19.7% | $151.85万 | 加仓 |
| MTUM | ISHARES TR | $927.36万 | 0.10% | 38,641 | -15,381 | -28.5% | -$369.13万 | 减仓 |
| BA | BOEING CO | $929.56万 | 0.10% | 46,703 | 3,892 | 9.1% | $77.46万 | 加仓 |
| — | HONEYWELL INTL INC | $931.28万 | 0.10% | 41,201 | 9,237 | 28.9% | $208.79万 | 加仓 |
| T | AT&T INC | $943.13万 | 0.10% | 325,330 | 186,799 | 134.8% | $541.53万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $948.32万 | 0.11% | 310,926 | 107,788 | 53.1% | $328.75万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $975.25万 | 0.11% | 74,474 | 25,674 | 52.6% | $336.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $995.22万 | 0.11% | 21,029 | 14,426 | 218.5% | $682.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $995.90万 | 0.11% | 29,477 | -1,606 | -5.2% | -$54.26万 | 减仓 |
| IVW | ISHARES TR | $1,010.40万 | 0.11% | 89,328 | 14,540 | 19.4% | $164.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,018.21万 | 0.11% | 108,340 | 5,968 | 5.8% | $56.09万 | 加仓 |
| IEF | ISHARES TR | $1,023.13万 | 0.11% | 107,200 | 77,034 | 255.4% | $735.22万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,023.62万 | 0.11% | 218,209 | -81,952 | -27.3% | -$384.44万 | 减仓 |
| EMLC | VANECK ETF TRUST | $1,024.69万 | 0.11% | 408,080 | 5,643 | 1.4% | $14.17万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1,049.28万 | 0.12% | 554,003 | 20,484 | 3.8% | $38.80万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $1,058.78万 | 0.12% | 232,596 | -4,081 | -1.7% | -$18.58万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,067.97万 | 0.12% | 227,469 | 40,644 | 21.8% | $190.82万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,070.74万 | 0.12% | 154,508 | 12,223 | 8.6% | $84.71万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,074.07万 | 0.12% | 51,385 | 148 | 0.3% | $3.09万 | 加仓 |
| MRK | MERCK & CO INC | $1,074.49万 | 0.12% | 89,323 | 23,443 | 35.6% | $282.00万 | 加仓 |
| IMCG | ISHARES TR | $1,081.07万 | 0.12% | 137,244 | 10,853 | 8.6% | $85.49万 | 加仓 |
| APH | AMPHENOL CORP | $1,089.19万 | 0.12% | 86,203 | 38,022 | 78.9% | $480.41万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,093.99万 | 0.12% | 411,583 | 112,233 | 37.5% | $298.32万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,103.97万 | 0.12% | 414,871 | 313,770 | 310.4% | $834.94万 | 加仓 |
| LQD | ISHARES TR | $1,121.53万 | 0.12% | 102,902 | 76,344 | 287.5% | $832.07万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,127.08万 | 0.12% | 101,667 | 75,969 | 295.6% | $842.19万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,127.84万 | 0.13% | 203,746 | 10,407 | 5.4% | $57.61万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,129.15万 | 0.13% | 12,612 | 6,495 | 106.2% | $581.49万 | 加仓 |
| ETN | EATON CORP PLC | $1,135.59万 | 0.13% | 31,748 | 6,276 | 24.6% | $224.49万 | 加仓 |
| GEV | GE VERNOVA INC | $1,141.05万 | 0.13% | 13,071 | -242 | -1.8% | -$21.13万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,153.19万 | 0.13% | 345,578 | 81,292 | 30.8% | $271.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,153.39万 | 0.13% | 23,464 | 4,920 | 26.5% | $241.85万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,159.14万 | 0.13% | 88,396 | -28,876 | -24.6% | -$378.65万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,163.89万 | 0.13% | 105,358 | 105,358 | — | $1,163.89万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,177.84万 | 0.13% | 138,831 | 10,931 | 8.5% | $92.74万 | 加仓 |
| HEDJ | WISDOMTREE TR | $1,179.80万 | 0.13% | 225,583 | 26,434 | 13.3% | $138.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,180.22万 | 0.13% | 79,689 | 1,736 | 2.2% | $25.71万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,192.51万 | 0.13% | 44,087 | 38,545 | 695.5% | $1,042.60万 | 加仓 |
| IWF | ISHARES TR | $1,195.62万 | 0.13% | 28,039 | 8,182 | 41.2% | $348.89万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,201.30万 | 0.13% | 171,884 | 27,748 | 19.3% | $193.93万 | 加仓 |
| NVS | NOVARTIS AG | $1,216.10万 | 0.13% | 79,612 | -14,670 | -15.6% | -$224.09万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1,221.50万 | 0.14% | 256,779 | 7,231 | 2.9% | $34.40万 | 加仓 |
| WELL | WELLTOWER INC | $1,224.12万 | 0.14% | 61,913 | 25,306 | 69.1% | $500.34万 | 加仓 |
| MS | MORGAN STANLEY | $1,225.22万 | 0.14% | 74,449 | 9,018 | 13.8% | $148.41万 | 加仓 |
| LOW | LOWES COS INC | $1,225.94万 | 0.14% | 51,884 | 8,814 | 20.5% | $208.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,228.35万 | 0.14% | 26,646 | 4,094 | 18.2% | $188.73万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,240.98万 | 0.14% | 78,113 | -1,854 | -2.3% | -$29.45万 | 减仓 |
| SMMD | ISHARES TR | $1,245.18万 | 0.14% | 163,089 | -160,350 | -49.6% | -$1,224.27万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,262.27万 | 0.14% | 265,573 | 48,504 | 22.3% | $230.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,286.84万 | 0.14% | 54,154 | 4,763 | 9.6% | $113.18万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,289.69万 | 0.14% | 164,774 | 104,771 | 174.6% | $820.04万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,326.53万 | 0.15% | 36,102 | -2,069 | -5.4% | -$76.02万 | 减仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,331.31万 | 0.15% | 459,389 | 459,389 | — | $1,331.31万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $1,334.24万 | 0.15% | 507,315 | 30,396 | 6.4% | $79.94万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,334.91万 | 0.15% | 285,055 | 37,238 | 15.0% | $174.39万 | 加仓 |
| MCD | MCDONALDS CORP | $1,352.02万 | 0.15% | 43,501 | 15,709 | 56.5% | $488.24万 | 加仓 |
| TJX | TJX COS INC NEW | $1,364.04万 | 0.15% | 85,411 | 20,963 | 32.5% | $334.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,372.15万 | 0.15% | 67,450 | 18,173 | 36.9% | $369.70万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,415.77万 | 0.16% | 335,331 | 25,661 | 8.3% | $108.34万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,421.83万 | 0.16% | 271,081 | 20,250 | 8.1% | $106.21万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,455.29万 | 0.16% | 203,224 | 1,105 | 0.5% | $7.91万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,455.87万 | 0.16% | 441,841 | 367,218 | 492.1% | $1,209.99万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,479.79万 | 0.16% | 364,748 | -12,120 | -3.2% | -$49.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,489.37万 | 0.17% | 101,816 | 13,808 | 15.7% | $201.98万 | 加仓 |
| NOBL | PROSHARES TR | $1,497.55万 | 0.17% | 141,264 | 19,098 | 15.6% | $202.46万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,501.77万 | 0.17% | 466,099 | 19,302 | 4.3% | $62.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,503.57万 | 0.17% | 57,404 | 45,977 | 402.4% | $1,204.26万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,505.26万 | 0.17% | 304,894 | 140,168 | 85.1% | $692.01万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,525.94万 | 0.17% | 70,237 | 4,602 | 7.0% | $99.98万 | 加仓 |