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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.59亿 | 2.87% | 806,789 | 91,656 | 12.8% | $2,940.42万 | 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 |
| — | DIMENSIONAL ETF TRUST | $1.96亿 | 2.17% | 5,037,164 | 247,918 | 5.2% | $963.41万 | 加仓 |
| AAPL | APPLE INC | $1.56亿 | 1.73% | 614,264 | 160,879 | 35.5% | $4,082.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.35亿 | 1.49% | 773,025 | 154,390 | 25.0% | $2,692.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.34亿 | 1.49% | 1,743,723 | -55,423 | -3.1% | -$427.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.34亿 | 1.49% | 1,825,484 | 38,417 | 2.1% | $282.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.29亿 | 1.44% | 216,680 | -94,128 | -30.3% | -$5,624.64万 | 减仓 |
| GLD | SPDR GOLD TR | $1.24亿 | 1.38% | 288,898 | 86,077 | 42.4% | $3,703.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.17亿 | 1.30% | 315,717 | 60,569 | 23.7% | $2,242.10万 | 加仓 |
| 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 |
| 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 |
| AMZN | AMAZON COM INC | $8,834.27万 | 0.98% | 424,173 | 82,028 | 24.0% | $1,708.40万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $8,343.41万 | 0.93% | 1,541,232 | 2,825 | 0.2% | $15.29万 | 加仓 |
| GOOGL | ALPHABET INC | $8,159.01万 | 0.90% | 283,730 | 85,430 | 43.1% | $2,456.65万 | 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 |
| 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,056.68万 | 0.78% | 1,101,228 | 568,339 | 106.7% | $3,641.92万 | 加仓 |
| — | EXXON MOBIL CORP | $6,814.71万 | 0.76% | 401,666 | 107,435 | 36.5% | $1,822.75万 | 加仓 |
| AVGO | BROADCOM INC | $6,707.76万 | 0.74% | 216,720 | 47,216 | 27.9% | $1,461.40万 | 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 |
| DFIC | DIMENSIONAL ETF TRUST | $6,171.47万 | 0.68% | 1,736,974 | 494,989 | 39.9% | $1,758.70万 | 加仓 |
| IEMG | ISHARES INC | $5,708.22万 | 0.63% | 818,382 | 61,068 | 8.1% | $425.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,589.51万 | 0.62% | 1,163,269 | 99,621 | 9.4% | $478.68万 | 加仓 |
| AGG | ISHARES TR | $5,300.05万 | 0.59% | 533,901 | 6,943 | 1.3% | $68.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,210.45万 | 0.58% | 1,487,000 | 52,729 | 3.7% | $184.76万 | 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 |
| QQQ | INVESCO QQQ TR | $4,978.63万 | 0.55% | 86,257 | 77,839 | 924.7% | $4,492.76万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4,970.21万 | 0.55% | 633,874 | 20,485 | 3.3% | $160.62万 | 加仓 |
| 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 |
| JPM | JPMORGAN CHASE & CO | $4,917.89万 | 0.55% | 167,181 | 56,924 | 51.6% | $1,674.51万 | 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 |
| — | DIMENSIONAL ETF TRUST | $4,819.69万 | 0.53% | 1,311,124 | 66,122 | 5.3% | $243.06万 | 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 |
| LLY | ELI LILLY & CO | $4,740.95万 | 0.53% | 51,543 | 17,781 | 52.7% | $1,635.50万 | 加仓 |
| META | META PLATFORMS INC | $4,718.98万 | 0.52% | 82,479 | 10,427 | 14.5% | $596.57万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $4,629.72万 | 0.51% | 857,514 | 16,052 | 1.9% | $86.66万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $4,568.25万 | 0.51% | 699,900 | 34,614 | 5.2% | $225.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,530.48万 | 0.50% | 230,910 | 186,650 | 421.7% | $3,662.09万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,430.77万 | 0.49% | 549,655 | 549,655 | — | $4,430.77万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $4,427.91万 | 0.49% | 523,889 | -85,804 | -14.1% | -$725.22万 | 减仓 |
| HD | HOME DEPOT INC | $4,419.47万 | 0.49% | 134,373 | 96,060 | 250.7% | $3,159.37万 | 加仓 |
| TFI | SPDR SERIES TRUST | $4,282.65万 | 0.47% | 944,563 | 944,563 | — | $4,282.65万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,227.11万 | 0.47% | 380,203 | 27,047 | 7.7% | $300.71万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $4,061.10万 | 0.45% | 1,029,951 | 1,022,665 | 14,036.0% | $4,032.37万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $4,048.23万 | 0.45% | 1,117,676 | 1,073,998 | 2,458.9% | $3,890.03万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $3,925.04万 | 0.44% | 1,550,174 | 163,263 | 11.8% | $413.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,899.37万 | 0.43% | 1,030,490 | 11,434 | 1.1% | $43.27万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,644.33万 | 0.40% | 126,900 | 31,631 | 33.2% | $908.38万 | 加仓 |
| TSLA | TESLA INC | $3,633.31万 | 0.40% | 97,735 | 12,117 | 14.2% | $450.45万 | 加仓 |
| DGRO | ISHARES TR | $3,630.25万 | 0.40% | 517,276 | -24,490 | -4.5% | -$171.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,584.61万 | 0.40% | 146,644 | 21,641 | 17.3% | $529.00万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $3,572.31万 | 0.40% | 906,908 | 906,908 | — | $3,572.31万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $3,553.00万 | 0.39% | 682,876 | -33,008 | -4.6% | -$171.74万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $3,552.38万 | 0.39% | 1,308,427 | 158,468 | 13.8% | $430.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,469.90万 | 0.38% | 419,322 | 75,928 | 22.1% | $628.31万 | 加仓 |
| IEFA | ISHARES TR | $3,460.55万 | 0.38% | 382,253 | -40,483 | -9.6% | -$366.49万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,453.34万 | 0.38% | 999,519 | 490,536 | 96.4% | $1,694.80万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,400.44万 | 0.38% | 245,838 | 244,373 | 16,680.8% | $3,380.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,397.76万 | 0.38% | 584,007 | 511,209 | 702.2% | $2,974.22万 | 加仓 |
| IVV | ISHARES TR | $3,380.21万 | 0.37% | 51,747 | 13,641 | 35.8% | $891.06万 | 加仓 |
| IJR | ISHARES TR | $3,133.54万 | 0.35% | 252,074 | 9,105 | 3.7% | $113.18万 | 加仓 |
| QUAL | ISHARES TR | $3,098.65万 | 0.34% | 161,547 | 113,494 | 236.2% | $2,176.94万 | 加仓 |
| IVE | ISHARES TR | $2,845.59万 | 0.32% | 134,765 | 6,273 | 4.9% | $132.46万 | 加仓 |
| WMT | WALMART INC | $2,810.79万 | 0.31% | 226,164 | 127,723 | 129.7% | $1,587.35万 | 加仓 |
| ABBV | ABBVIE INC | $2,773.27万 | 0.31% | 127,510 | 30,233 | 31.1% | $657.55万 | 加仓 |
| TLT | ISHARES TR | $2,725.80万 | 0.30% | 314,430 | 42,492 | 15.6% | $368.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,713.57万 | 0.30% | 296,111 | 93,089 | 45.9% | $853.07万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,701.29万 | 0.30% | 885,670 | 161,083 | 22.2% | $491.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,678.63万 | 0.30% | 515,815 | 336,588 | 187.8% | $1,747.91万 | 加仓 |
| USFR | WISDOMTREE TR | $2,655.51万 | 0.29% | 527,514 | 159,985 | 43.5% | $805.36万 | 加仓 |
| V | VISA INC | $2,653.31万 | 0.29% | 87,786 | 15,749 | 21.9% | $476.01万 | 加仓 |
| EMXC | ISHARES INC | $2,645.79万 | 0.29% | 336,357 | 32,376 | 10.7% | $254.67万 | 加仓 |
| GOOG | ALPHABET INC | $2,607.93万 | 0.29% | 90,910 | 13,463 | 17.4% | $386.21万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,601.12万 | 0.29% | 611,453 | 62,404 | 11.4% | $265.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,590.36万 | 0.29% | 76,647 | 976 | 1.3% | $32.98万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,586.85万 | 0.29% | 901,027 | -35,613 | -3.8% | -$102.25万 | 减仓 |
| KO | COCA COLA CO | $2,561.67万 | 0.28% | 336,838 | 196,814 | 140.6% | $1,496.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,500.50万 | 0.28% | 188,148 | 89,797 | 91.3% | $1,193.41万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,500.29万 | 0.28% | 121,490 | 114,776 | 1,709.5% | $2,362.11万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,467.54万 | 0.27% | 1,062,679 | 196,231 | 22.6% | $455.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,463.77万 | 0.27% | 114,562 | 27,742 | 32.0% | $596.62万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,451.19万 | 0.27% | 432,461 | 393,837 | 1,019.7% | $2,232.27万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,396.68万 | 0.27% | 623,810 | 113,591 | 22.3% | $436.42万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $2,311.76万 | 0.26% | 569,810 | 306,581 | 116.5% | $1,243.82万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $2,283.37万 | 0.25% | 440,508 | 160,168 | 57.1% | $830.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,255.75万 | 0.25% | 22,637 | 8,674 | 62.1% | $864.35万 | 加仓 |
| IJS | ISHARES TR | $2,250.52万 | 0.25% | 189,997 | 15,130 | 8.7% | $179.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,242.49万 | 0.25% | 491,557 | 5,244 | 1.1% | $23.92万 | 加仓 |
| HEFA | ISHARES TR | $2,204.70万 | 0.24% | 518,815 | 518,815 | — | $2,204.70万 | 新建仓 |
| IJH | ISHARES TR | $2,134.95万 | 0.24% | 316,147 | -136,745 | -30.2% | -$923.44万 | 减仓 |
| ASML | ASML HLDG NV | $2,111.18万 | 0.23% | 15,983 | -766 | -4.6% | -$101.18万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,082.84万 | 0.23% | 269,867 | 129,552 | 92.3% | $999.89万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,076.92万 | 0.23% | 416,967 | -143,946 | -25.7% | -$717.00万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $2,005.33万 | 0.22% | 234,159 | 40,048 | 20.6% | $342.97万 | 加仓 |
| SLQD | ISHARES TR | $2,004.35万 | 0.22% | 396,979 | 18,468 | 4.9% | $93.25万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,998.91万 | 0.22% | 433,885 | -112,182 | -20.5% | -$516.82万 | 减仓 |
| MBB | ISHARES TR | $1,998.69万 | 0.22% | 210,498 | 125,696 | 148.2% | $1,193.49万 | 加仓 |
| IUSB | ISHARES TR | $1,997.74万 | 0.22% | 432,505 | 342,500 | 380.5% | $1,582.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,987.87万 | 0.22% | 96,077 | 18,265 | 23.5% | $377.91万 | 加仓 |