Investmark Advisory Group LLC
Shelton CT · SEC CIK 0001926349
$2.63亿2026Q2 申报市值
148持仓数
39.6%前十大占比 · 第一大 11.4%
10 / 6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
GIS 加仓+$75.09万
MU 新建仓+$70.96万
KURV ETF TR 新建仓+$40.21万
DFUS 加仓+$32.32万
VOO 加仓+$30.21万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$37.26万
NDAQ 减仓-$32.37万
MDLZ 减仓-$25.91万
PFE 清仓-$24.51万
MRK 清仓-$22.54万
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,728 | -100.0% | -$24.51万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,873 | -100.0% | -$22.54万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,038 | -100.0% | -$21.30万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -931 | -100.0% | -$20.17万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -5,680 | -100.0% | -$20.13万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -11,834 | -100.0% | -$14.98万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.22万 | 0.02% | 10,710 | 274 | 2.6% | $1,592 | 加仓 |
| — | XAI MADISON EQUITY PREMIUM I | $6.31万 | 0.02% | 11,438 | 343 | 3.1% | $1,893 | 加仓 |
| STLA | STELLANTIS N.V | $8.69万 | 0.03% | 15,140 | 0 | 0.0% | — | 不变 |
| — | KURV ETF TR | $18.68万 | 0.07% | 11,372 | 11,372 | — | $18.68万 | 新建仓 |
| — | KURV ETF TR | $20.08万 | 0.08% | 8,182 | 8,182 | — | $20.08万 | 新建仓 |
| PFF | ISHARES TR | $20.39万 | 0.08% | 6,689 | -1,608 | -19.4% | -$4.90万 | 重新持有 |
| EELV | INVESCO EXCH TRADED FD TR II | $20.81万 | 0.08% | 7,484 | -857 | -10.3% | -$2.38万 | 减仓 |
| IXJ | ISHARES TR | $20.91万 | 0.08% | 2,126 | 17 | 0.8% | $1,672 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.64万 | 0.08% | 1,855 | 168 | 10.0% | $1.96万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $21.71万 | 0.08% | 3,670 | 1 | 0.0% | $59 | 加仓 |
| — | KURV ETF TR | $21.78万 | 0.08% | 11,441 | 11,441 | — | $21.78万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.98万 | 0.08% | 3,858 | 3,858 | — | $21.98万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $22.35万 | 0.08% | 4,535 | 4,535 | — | $22.35万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $22.58万 | 0.09% | 2,727 | 11 | 0.4% | $911 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $22.81万 | 0.09% | 2,887 | 54 | 1.9% | $4,267 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $22.98万 | 0.09% | 1,241 | 4 | 0.3% | $741 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.65万 | 0.09% | 14,160 | 106 | 0.8% | $1,770 | 加仓 |
| ICLN | ISHARES TR | $23.70万 | 0.09% | 11,567 | 18 | 0.2% | $369 | 加仓 |
| HUM | HUMANA INC | $23.81万 | 0.09% | 599 | 599 | — | $23.81万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $23.99万 | 0.09% | 6,778 | -80 | -1.2% | -$2,832 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.14万 | 0.09% | 581 | 581 | — | $24.14万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $24.34万 | 0.09% | 5,098 | 28 | 0.6% | $1,337 | 加仓 |
| IJJ | ISHARES TR | $25.54万 | 0.10% | 1,729 | 5 | 0.3% | $739 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $26.08万 | 0.10% | 4,935 | 268 | 5.7% | $1.42万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $26.50万 | 0.10% | 8,965 | -33 | -0.4% | -$976 | 减仓 |
| IXN | ISHARES TR | $26.92万 | 0.10% | 1,863 | 1,863 | — | $26.92万 | 新建仓 |
| — | PACER FDS TR | $27.33万 | 0.10% | 6,008 | -123 | -2.0% | -$5,596 | 减仓 |
| MCD | MCDONALDS CORP | $27.97万 | 0.11% | 1,035 | -1 | -0.1% | -$270 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $28.15万 | 0.11% | 10,202 | 1 | 0.0% | $28 | 加仓 |
| VLUE | ISHARES TR | $28.29万 | 0.11% | 1,416 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $28.31万 | 0.11% | 3,705 | -334 | -8.3% | -$2.55万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $28.90万 | 0.11% | 16,164 | -910 | -5.3% | -$1.63万 | 减仓 |
| PSA | PUBLIC STORAGE | $29.31万 | 0.11% | 921 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $29.42万 | 0.11% | 7,628 | 1 | 0.0% | $39 | 加仓 |
| WINN | HARBOR ETF TRUST | $29.51万 | 0.11% | 9,088 | -441 | -4.6% | -$1.43万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $30.63万 | 0.12% | 4,534 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $31.08万 | 0.12% | 729 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $31.30万 | 0.12% | 9,872 | -200 | -2.0% | -$6,342 | 减仓 |
| IWS | ISHARES TR | $32.53万 | 0.12% | 1,976 | 115 | 6.2% | $1.89万 | 加仓 |
| C | CITIGROUP INC | $33.59万 | 0.13% | 2,400 | 12 | 0.5% | $1,680 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $33.87万 | 0.13% | 9,089 | 632 | 7.5% | $2.35万 | 加仓 |
| BX | BLACKSTONE INC | $34.29万 | 0.13% | 2,914 | 413 | 16.5% | $4.86万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $34.40万 | 0.13% | 7,733 | 2 | 0.0% | $89 | 加仓 |
| IJR | ISHARES TR | $36.07万 | 0.14% | 2,432 | 8 | 0.3% | $1,187 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.72万 | 0.14% | 992 | 3 | 0.3% | $1,110 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $37.48万 | 0.14% | 43,781 | 306 | 0.7% | $2,619 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $38.05万 | 0.14% | 48,287 | 264 | 0.5% | $2,080 | 加仓 |
| O | REALTY INCOME CORP | $38.63万 | 0.15% | 6,234 | 18 | 0.3% | $1,115 | 加仓 |
| NFLX | NETFLIX INC. | $38.77万 | 0.15% | 5,430 | -400 | -6.9% | -$2.86万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $38.81万 | 0.15% | 6,710 | -4,479 | -40.0% | -$25.91万 | 减仓 |
| KO | COCA COLA CO | $39.19万 | 0.15% | 4,822 | -6 | -0.1% | -$488 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.27万 | 0.15% | 6,579 | 338 | 5.4% | $2.02万 | 加仓 |
| IWN | ISHARES TR | $39.53万 | 0.15% | 1,787 | 31 | 1.8% | $6,857 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $39.79万 | 0.15% | 13,734 | 1,515 | 12.4% | $4.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.84万 | 0.15% | 5,591 | 948 | 20.4% | $6.75万 | 加仓 |
| — | KURV ETF TR | $40.21万 | 0.15% | 13,238 | 13,238 | — | $40.21万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $40.37万 | 0.15% | 7,190 | 648 | 9.9% | $3.64万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $41.28万 | 0.16% | 4,645 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $41.87万 | 0.16% | 8,028 | 8 | 0.1% | $417 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $43.32万 | 0.16% | 86,806 | -7,427 | -7.9% | -$3.71万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $45.89万 | 0.17% | 12,476 | 2,329 | 23.0% | $8.57万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $48.26万 | 0.18% | 4,275 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $48.46万 | 0.18% | 1,697 | 2 | 0.1% | $571 | 加仓 |
| IWM | ISHARES TR | $48.81万 | 0.19% | 1,625 | 2 | 0.1% | $601 | 加仓 |
| RTX | RTX CORPORATION | $49.25万 | 0.19% | 2,596 | -5 | -0.2% | -$949 | 减仓 |
| IBB | ISHARES TR | $49.39万 | 0.19% | 2,597 | 1 | 0.0% | $190 | 加仓 |
| IWB | ISHARES TR | $49.52万 | 0.19% | 1,209 | -10 | -0.8% | -$4,096 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.98万 | 0.19% | 1,282 | 70 | 5.8% | $2.78万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $52.37万 | 0.20% | 53,389 | 652 | 1.2% | $6,396 | 加仓 |
| META | META PLATFORMS INC | $53.99万 | 0.21% | 958 | 114 | 13.5% | $6.42万 | 加仓 |
| IYG | ISHARES TR | $56.41万 | 0.21% | 6,235 | 15 | 0.2% | $1,357 | 加仓 |
| IJT | ISHARES TR | $58.13万 | 0.22% | 3,255 | -17 | -0.5% | -$3,036 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $59.31万 | 0.23% | 1,021 | -94 | -8.4% | -$5.46万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $61.02万 | 0.23% | 20,825 | 1,518 | 7.9% | $4.45万 | 加仓 |
| V | VISA INC | $62.05万 | 0.24% | 1,809 | 17 | 0.9% | $5,831 | 加仓 |
| BDC | BELDEN INC | $63.92万 | 0.24% | 5,331 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $64.27万 | 0.24% | 1,631 | 16 | 1.0% | $6,305 | 加仓 |
| EFA | ISHARES TR | $65.93万 | 0.25% | 6,347 | 31 | 0.5% | $3,220 | 加仓 |
| NDAQ | NASDAQ INC | $66.40万 | 0.25% | 8,425 | -4,107 | -32.8% | -$32.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $66.74万 | 0.25% | 2,747 | -74 | -2.6% | -$1.80万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $69.12万 | 0.26% | 3,498 | -388 | -10.0% | -$7.67万 | 减仓 |
| — | EXXON MOBIL CORP | $70.09万 | 0.27% | 5,126 | -141 | -2.7% | -$1.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $70.96万 | 0.27% | 615 | 615 | — | $70.96万 | 新建仓 |
| IDV | ISHARES TR | $73.08万 | 0.28% | 17,640 | 137 | 0.8% | $5,676 | 加仓 |
| GOOGL | ALPHABET INC | $76.12万 | 0.29% | 2,130 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $77.21万 | 0.29% | 8,002 | 779 | 10.8% | $7.52万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $83.29万 | 0.32% | 8,896 | 915 | 11.5% | $8.57万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $83.89万 | 0.32% | 24,584 | -90 | -0.4% | -$3,071 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $85.14万 | 0.32% | 13,708 | 298 | 2.2% | $1.85万 | 加仓 |
| IWP | ISHARES TR | $87.32万 | 0.33% | 5,964 | 239 | 4.2% | $3.50万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $91.92万 | 0.35% | 4,218 | 125 | 3.1% | $2.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $99.51万 | 0.38% | 3,040 | 7 | 0.2% | $2,291 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.18万 | 0.39% | 1,092 | 93 | 9.3% | $8.70万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $107.57万 | 0.41% | 22,255 | 1 | 0.0% | $48 | 加仓 |