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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $4,740.95万 | 0.53% | 51,543 | 17,781 | 52.7% | $1,635.50万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $4,766.85万 | 0.53% | 1,860,597 | 400,050 | 27.4% | $1,024.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,819.69万 | 0.53% | 1,311,124 | 66,122 | 5.3% | $243.06万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $4,879.53万 | 0.54% | 2,040,791 | 2,040,791 | — | $4,879.53万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $4,917.89万 | 0.55% | 167,181 | 56,924 | 51.6% | $1,674.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,931.84万 | 0.55% | 75,834 | 25,329 | 50.2% | $1,647.26万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4,970.21万 | 0.55% | 633,874 | 20,485 | 3.3% | $160.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,978.63万 | 0.55% | 86,257 | 77,839 | 924.7% | $4,492.76万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,070.77万 | 0.56% | 742,642 | 699,260 | 1,611.9% | $4,774.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,210.45万 | 0.58% | 1,487,000 | 52,729 | 3.7% | $184.76万 | 加仓 |
| AGG | ISHARES TR | $5,300.05万 | 0.59% | 533,901 | 6,943 | 1.3% | $68.92万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,589.51万 | 0.62% | 1,163,269 | 99,621 | 9.4% | $478.68万 | 加仓 |
| IEMG | ISHARES INC | $5,708.22万 | 0.63% | 818,382 | 61,068 | 8.1% | $425.95万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,171.47万 | 0.68% | 1,736,974 | 494,989 | 39.9% | $1,758.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6,466.58万 | 0.72% | 148,047 | 140,941 | 1,983.4% | $6,156.20万 | 加仓 |
| AVGO | BROADCOM INC | $6,707.76万 | 0.74% | 216,720 | 47,216 | 27.9% | $1,461.40万 | 加仓 |
| — | EXXON MOBIL CORP | $6,814.71万 | 0.76% | 401,666 | 107,435 | 36.5% | $1,822.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,056.68万 | 0.78% | 1,101,228 | 568,339 | 106.7% | $3,641.92万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $7,879.37万 | 0.87% | 1,098,170 | 473,034 | 75.7% | $3,394.02万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $8,049.71万 | 0.89% | 1,497,064 | 88,924 | 6.3% | $478.14万 | 加仓 |
| GOOGL | ALPHABET INC | $8,159.01万 | 0.90% | 283,730 | 85,430 | 43.1% | $2,456.65万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $8,343.41万 | 0.93% | 1,541,232 | 2,825 | 0.2% | $15.29万 | 加仓 |
| AMZN | AMAZON COM INC | $8,834.27万 | 0.98% | 424,173 | 82,028 | 24.0% | $1,708.40万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $9,207.93万 | 1.02% | 1,215,729 | -30,855 | -2.5% | -$233.70万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.10亿 | 1.22% | 2,339,155 | 275,913 | 13.4% | $1,299.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.17亿 | 1.30% | 315,717 | 60,569 | 23.7% | $2,242.10万 | 加仓 |
| GLD | SPDR GOLD TR | $1.24亿 | 1.38% | 288,898 | 86,077 | 42.4% | $3,703.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.29亿 | 1.44% | 216,680 | -94,128 | -30.3% | -$5,624.64万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.34亿 | 1.49% | 1,825,484 | 38,417 | 2.1% | $282.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.34亿 | 1.49% | 1,743,723 | -55,423 | -3.1% | -$427.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.35亿 | 1.49% | 773,025 | 154,390 | 25.0% | $2,692.57万 | 加仓 |
| AAPL | APPLE INC | $1.56亿 | 1.73% | 614,264 | 160,879 | 35.5% | $4,082.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.96亿 | 2.17% | 5,037,164 | 247,918 | 5.2% | $963.41万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2.10亿 | 2.33% | 1,796,375 | 88,176 | 5.2% | $1,033.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.59亿 | 2.87% | 806,789 | 91,656 | 12.8% | $2,940.42万 | 加仓 |