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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,969.57万 | 0.22% | 548,627 | 82,904 | 17.8% | $297.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,954.69万 | 0.22% | 255,381 | -75,087 | -22.7% | -$574.72万 | 减仓 |
| GOVT | ISHARES TR | $1,943.39万 | 0.22% | 848,271 | 252,357 | 42.3% | $578.15万 | 加仓 |
| IJJ | ISHARES TR | $1,927.19万 | 0.21% | 145,448 | 1,955 | 1.4% | $25.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,850.68万 | 0.21% | 128,127 | 38,006 | 42.2% | $548.96万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,848.26万 | 0.20% | 363,830 | 100,005 | 37.9% | $508.03万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,848.22万 | 0.20% | 386,011 | 26,384 | 7.3% | $126.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,847.95万 | 0.20% | 38,562 | 13,596 | 54.5% | $651.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,843.23万 | 0.20% | 21,787 | 3,796 | 21.1% | $321.15万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,806.73万 | 0.20% | 393,966 | 393,966 | — | $1,806.73万 | 新建仓 |
| IXUS | ISHARES TR | $1,803.99万 | 0.20% | 208,217 | 7,107 | 3.5% | $61.58万 | 加仓 |
| BOND | PIMCO ETF TR | $1,795.34万 | 0.20% | 194,553 | 8,083 | 4.3% | $74.59万 | 加仓 |
| DXJ | WISDOMTREE TR | $1,766.13万 | 0.20% | 111,371 | 916 | 0.8% | $14.53万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,733.37万 | 0.19% | 320,697 | 313,762 | 4,524.3% | $1,695.89万 | 加仓 |
| IDEV | ISHARES TR | $1,727.48万 | 0.19% | 206,710 | 96,328 | 87.3% | $805.02万 | 加仓 |
| NFLX | NETFLIX INC. | $1,710.13万 | 0.19% | 177,861 | 33,076 | 22.8% | $318.03万 | 加仓 |
| SHOP | SHOPIFY INC | $1,695.20万 | 0.19% | 142,909 | 10,051 | 7.6% | $119.23万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,690.91万 | 0.19% | 345,577 | 48,917 | 16.5% | $239.35万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,682.92万 | 0.19% | 181,427 | -5,127 | -2.7% | -$47.56万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1,671.23万 | 0.19% | 84,737 | 84,737 | — | $1,671.23万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,651.72万 | 0.18% | 23 | 1 | 4.5% | $71.81万 | 加仓 |
| MUB | ISHARES TR | $1,636.23万 | 0.18% | 154,142 | -13,803 | -8.2% | -$146.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,625.37万 | 0.18% | 174,994 | 7,950 | 4.8% | $73.84万 | 加仓 |
| BLK | BLACKROCK INC | $1,618.76万 | 0.18% | 16,829 | 5,443 | 47.8% | $523.55万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,615.40万 | 0.18% | 524,311 | -3,512 | -0.7% | -$10.82万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,603.17万 | 0.18% | 220,275 | 8,069 | 3.8% | $58.73万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $1,580.81万 | 0.18% | 212,933 | 15,533 | 7.9% | $115.32万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,567.03万 | 0.17% | 233,466 | 191,739 | 459.5% | $1,286.96万 | 加仓 |
| SHEL | SHELL PLC | $1,562.48万 | 0.17% | 168,008 | 48,460 | 40.5% | $450.68万 | 加仓 |
| UTES | ETFIS SER TR I | $1,562.03万 | 0.17% | 195,497 | 195,497 | — | $1,562.03万 | 新建仓 |
| RTX | RTX CORPORATION | $1,561.47万 | 0.17% | 80,945 | 20,580 | 34.1% | $397.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,552.33万 | 0.17% | 31,066 | 1,445 | 4.9% | $72.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,544.77万 | 0.17% | 93,426 | 8,178 | 9.6% | $135.22万 | 加仓 |
| CSCO | CISCO SYS INC | $1,532.95万 | 0.17% | 197,570 | 35,090 | 21.6% | $272.26万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,526.79万 | 0.17% | 387,116 | 14,710 | 3.9% | $58.02万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,525.94万 | 0.17% | 70,237 | 4,602 | 7.0% | $99.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,505.26万 | 0.17% | 304,894 | 140,168 | 85.1% | $692.01万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,503.57万 | 0.17% | 57,404 | 45,977 | 402.4% | $1,204.26万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,501.77万 | 0.17% | 466,099 | 19,302 | 4.3% | $62.19万 | 加仓 |
| NOBL | PROSHARES TR | $1,497.55万 | 0.17% | 141,264 | 19,098 | 15.6% | $202.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,489.37万 | 0.17% | 101,816 | 13,808 | 15.7% | $201.98万 | 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 |
| BAI | BLACKROCK ETF TRUST | $1,455.87万 | 0.16% | 441,841 | 367,218 | 492.1% | $1,209.99万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,455.29万 | 0.16% | 203,224 | 1,105 | 0.5% | $7.91万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,421.83万 | 0.16% | 271,081 | 20,250 | 8.1% | $106.21万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,415.77万 | 0.16% | 335,331 | 25,661 | 8.3% | $108.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,372.15万 | 0.15% | 67,450 | 18,173 | 36.9% | $369.70万 | 加仓 |
| TJX | TJX COS INC NEW | $1,364.04万 | 0.15% | 85,411 | 20,963 | 32.5% | $334.79万 | 加仓 |
| MCD | MCDONALDS CORP | $1,352.02万 | 0.15% | 43,501 | 15,709 | 56.5% | $488.24万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,334.91万 | 0.15% | 285,055 | 37,238 | 15.0% | $174.39万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,334.24万 | 0.15% | 507,315 | 30,396 | 6.4% | $79.94万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $1,331.31万 | 0.15% | 459,389 | 459,389 | — | $1,331.31万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $1,326.53万 | 0.15% | 36,102 | -2,069 | -5.4% | -$76.02万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,289.69万 | 0.14% | 164,774 | 104,771 | 174.6% | $820.04万 | 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 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,262.27万 | 0.14% | 265,573 | 48,504 | 22.3% | $230.54万 | 加仓 |
| SMMD | ISHARES TR | $1,245.18万 | 0.14% | 163,089 | -160,350 | -49.6% | -$1,224.27万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,240.98万 | 0.14% | 78,113 | -1,854 | -2.3% | -$29.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,228.35万 | 0.14% | 26,646 | 4,094 | 18.2% | $188.73万 | 加仓 |
| LOW | LOWES COS INC | $1,225.94万 | 0.14% | 51,884 | 8,814 | 20.5% | $208.26万 | 加仓 |
| MS | MORGAN STANLEY | $1,225.22万 | 0.14% | 74,449 | 9,018 | 13.8% | $148.41万 | 加仓 |
| WELL | WELLTOWER INC | $1,224.12万 | 0.14% | 61,913 | 25,306 | 69.1% | $500.34万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1,221.50万 | 0.14% | 256,779 | 7,231 | 2.9% | $34.40万 | 加仓 |
| NVS | NOVARTIS AG | $1,216.10万 | 0.13% | 79,612 | -14,670 | -15.6% | -$224.09万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $1,201.30万 | 0.13% | 171,884 | 27,748 | 19.3% | $193.93万 | 加仓 |
| IWF | ISHARES TR | $1,195.62万 | 0.13% | 28,039 | 8,182 | 41.2% | $348.89万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,192.51万 | 0.13% | 44,087 | 38,545 | 695.5% | $1,042.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,180.22万 | 0.13% | 79,689 | 1,736 | 2.2% | $25.71万 | 加仓 |
| HEDJ | WISDOMTREE TR | $1,179.80万 | 0.13% | 225,583 | 26,434 | 13.3% | $138.25万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,177.84万 | 0.13% | 138,831 | 10,931 | 8.5% | $92.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,163.89万 | 0.13% | 105,358 | 105,358 | — | $1,163.89万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,159.14万 | 0.13% | 88,396 | -28,876 | -24.6% | -$378.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,153.39万 | 0.13% | 23,464 | 4,920 | 26.5% | $241.85万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,153.19万 | 0.13% | 345,578 | 81,292 | 30.8% | $271.27万 | 加仓 |
| GEV | GE VERNOVA INC | $1,141.05万 | 0.13% | 13,071 | -242 | -1.8% | -$21.13万 | 减仓 |
| ETN | EATON CORP PLC | $1,135.59万 | 0.13% | 31,748 | 6,276 | 24.6% | $224.49万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,129.15万 | 0.13% | 12,612 | 6,495 | 106.2% | $581.49万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,127.84万 | 0.13% | 203,746 | 10,407 | 5.4% | $57.61万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,127.08万 | 0.12% | 101,667 | 75,969 | 295.6% | $842.19万 | 加仓 |
| LQD | ISHARES TR | $1,121.53万 | 0.12% | 102,902 | 76,344 | 287.5% | $832.07万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,103.97万 | 0.12% | 414,871 | 313,770 | 310.4% | $834.94万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,093.99万 | 0.12% | 411,583 | 112,233 | 37.5% | $298.32万 | 加仓 |
| APH | AMPHENOL CORP | $1,089.19万 | 0.12% | 86,203 | 38,022 | 78.9% | $480.41万 | 加仓 |
| IMCG | ISHARES TR | $1,081.07万 | 0.12% | 137,244 | 10,853 | 8.6% | $85.49万 | 加仓 |
| MRK | MERCK & CO INC | $1,074.49万 | 0.12% | 89,323 | 23,443 | 35.6% | $282.00万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,074.07万 | 0.12% | 51,385 | 148 | 0.3% | $3.09万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,070.74万 | 0.12% | 154,508 | 12,223 | 8.6% | $84.71万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,067.97万 | 0.12% | 227,469 | 40,644 | 21.8% | $190.82万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $1,058.78万 | 0.12% | 232,596 | -4,081 | -1.7% | -$18.58万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1,049.28万 | 0.12% | 554,003 | 20,484 | 3.8% | $38.80万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,024.69万 | 0.11% | 408,080 | 5,643 | 1.4% | $14.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,023.62万 | 0.11% | 218,209 | -81,952 | -27.3% | -$384.44万 | 减仓 |
| IEF | ISHARES TR | $1,023.13万 | 0.11% | 107,200 | 77,034 | 255.4% | $735.22万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,018.21万 | 0.11% | 108,340 | 5,968 | 5.8% | $56.09万 | 加仓 |
| IVW | ISHARES TR | $1,010.40万 | 0.11% | 89,328 | 14,540 | 19.4% | $164.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $995.90万 | 0.11% | 29,477 | -1,606 | -5.2% | -$54.26万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $995.22万 | 0.11% | 21,029 | 14,426 | 218.5% | $682.73万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $975.25万 | 0.11% | 74,474 | 25,674 | 52.6% | $336.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $948.32万 | 0.11% | 310,926 | 107,788 | 53.1% | $328.75万 | 加仓 |
| T | AT&T INC | $943.13万 | 0.10% | 325,330 | 186,799 | 134.8% | $541.53万 | 加仓 |