Vestmark Advisory Solutions, Inc.
Wakefield MA · SEC CIK 0001736982
$106.48亿2026Q2 申报市值
1,464持仓数
16.9%前十大占比 · 第一大 2.8%
203 / 82新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BOKF 新建仓+$1.07亿
VOO 加仓+$4,292.36万
CORO 新建仓+$3,607.41万
PTRB 新建仓+$3,601.20万
PZA 加仓+$3,525.35万
2026Q2 卖出最多 按季末市值估算
SDVY 减仓-$3,354.06万
JAVA 减仓-$3,133.71万
VT 减仓-$2,552.38万
IJS 减仓-$2,546.15万
IJJ 减仓-$2,118.35万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $4,652.90万 | 0.44% | 338,319 | 248,991 | 278.7% | $3,424.37万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $4,670.02万 | 0.44% | 857,514 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $4,711.73万 | 0.44% | 1,028,763 | 84,200 | 8.9% | $385.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,734.32万 | 0.44% | 587,604 | 80,004 | 15.8% | $644.59万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,920.40万 | 0.46% | 384,167 | 3,964 | 1.0% | $50.77万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $4,984.17万 | 0.47% | 699,827 | -73 | -0.0% | -$5,199 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $4,988.53万 | 0.47% | 1,157,164 | 39,488 | 3.5% | $170.23万 | 加仓 |
| META | META PLATFORMS INC | $5,125.81万 | 0.48% | 90,997 | 8,518 | 10.3% | $479.81万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $5,164.51万 | 0.49% | 523,837 | -52 | -0.0% | -$5,127 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,272.32万 | 0.50% | 70,602 | -5,232 | -6.9% | -$390.71万 | 减仓 |
| HD | HOME DEPOT INC | $5,381.87万 | 0.51% | 152,600 | 18,227 | 13.6% | $642.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,468.07万 | 0.51% | 1,310,344 | -780 | -0.1% | -$3.25万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $5,586.86万 | 0.52% | 703,546 | -394,624 | -35.9% | -$3,133.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $5,608.45万 | 0.53% | 824,650 | 240,643 | 41.2% | $1,636.61万 | 加仓 |
| — | EXXON MOBIL CORP | $5,665.67万 | 0.53% | 414,400 | 12,734 | 3.2% | $174.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,764.59万 | 0.54% | 1,486,102 | -898 | -0.1% | -$3.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,776.98万 | 0.54% | 176,488 | 9,307 | 5.6% | $304.65万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $5,880.37万 | 0.55% | 754,764 | 120,890 | 19.1% | $941.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,041.53万 | 0.57% | 1,621,451 | -115,523 | -6.7% | -$430.44万 | 减仓 |
| AGG | ISHARES TR | $6,056.37万 | 0.57% | 611,878 | 77,977 | 14.6% | $771.82万 | 加仓 |
| LLY | ELI LILLY & CO | $6,473.09万 | 0.61% | 53,968 | 2,425 | 4.7% | $290.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,523.10万 | 0.61% | 1,346,913 | 183,644 | 15.8% | $889.39万 | 加仓 |
| IVV | ISHARES TR | $6,868.21万 | 0.65% | 91,712 | 39,965 | 77.2% | $2,992.94万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $7,071.50万 | 0.66% | 775,298 | 225,643 | 41.1% | $2,058.09万 | 加仓 |
| IEMG | ISHARES INC | $7,357.35万 | 0.69% | 888,139 | 69,757 | 8.5% | $577.87万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $8,008.71万 | 0.75% | 1,496,955 | -109 | -0.0% | -$5,832 | 减仓 |
| AVGO | BROADCOM INC | $8,169.02万 | 0.77% | 216,255 | -465 | -0.2% | -$17.57万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $8,425.92万 | 0.79% | 1,541,232 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,453.08万 | 0.79% | 1,186,398 | 85,170 | 7.7% | $606.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,606.67万 | 0.81% | 116,875 | 30,618 | 35.5% | $2,254.71万 | 加仓 |
| GLD | SPDR GOLD TR | $9,152.10万 | 0.86% | 248,442 | -40,456 | -14.0% | -$1,490.32万 | 减仓 |
| AMZN | AMAZON COM INC | $9,987.15万 | 0.94% | 419,029 | -5,144 | -1.2% | -$122.60万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.00亿 | 0.94% | 1,215,609 | -120 | -0.0% | -$9,899 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.03亿 | 0.96% | 1,192,521 | 304,239 | 34.3% | $2,620.72万 | 加仓 |
| BOKF | BOK FINL CORP | $1.07亿 | 1.00% | 770,021 | 770,021 | — | $1.07亿 | 新建仓 |
| GOOGL | ALPHABET INC | $1.08亿 | 1.01% | 302,205 | 18,475 | 6.5% | $660.24万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.15亿 | 1.08% | 2,453,732 | 114,577 | 4.9% | $537.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.19亿 | 1.12% | 318,424 | 2,707 | 0.9% | $100.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.35亿 | 1.27% | 1,840,209 | 14,725 | 0.8% | $108.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.49亿 | 1.40% | 1,739,716 | -4,007 | -0.2% | -$34.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.59亿 | 1.49% | 792,402 | 19,377 | 2.5% | $387.71万 | 加仓 |
| AAPL | APPLE INC | $1.72亿 | 1.62% | 595,353 | -18,911 | -3.1% | -$547.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.92亿 | 1.80% | 279,177 | 62,497 | 28.8% | $4,292.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.24亿 | 2.10% | 5,042,328 | 5,164 | 0.1% | $22.91万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2.42亿 | 2.27% | 1,796,203 | -172 | -0.0% | -$2.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.98亿 | 2.80% | 806,052 | -737 | -0.1% | -$27.27万 | 减仓 |