Investmark Advisory Group LLC
Shelton CT · SEC CIK 0001926349
$2.34亿2026Q1 申报市值
142持仓数
39.1%前十大占比 · 第一大 11.0%
12 / 4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
GIS 新建仓+$222.61万
NDAQ 新建仓+$106.38万
FELC 加仓+$42.66万
FBCG 加仓+$36.19万
FSK 加仓+$33.93万
2026Q1 卖出最多 按季末市值估算
PFE 减仓-$288.30万
SPY 减仓-$49.37万
IGV 清仓-$45.18万
USO 清仓-$40.99万
DFUV 减仓-$35.94万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $30.90万 | 0.13% | 10,072 | 36 | 0.4% | $1,105 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $30.61万 | 0.13% | 8,998 | 27 | 0.3% | $919 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $30.31万 | 0.13% | 17,074 | 69 | 0.4% | $1,225 | 加仓 |
| IJR | ISHARES TR | $30.14万 | 0.13% | 2,424 | 4 | 0.2% | $497 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.05万 | 0.13% | 8,457 | -229 | -2.6% | -$8,137 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $29.80万 | 0.13% | 6,542 | 30 | 0.5% | $1,367 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.76万 | 0.13% | 4,643 | 4 | 0.1% | $256 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $29.70万 | 0.13% | 7,731 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $28.81万 | 0.12% | 6,131 | 40 | 0.7% | $1,880 | 加仓 |
| BX | BLACKSTONE INC | $28.76万 | 0.12% | 2,501 | -92 | -3.5% | -$1.06万 | 减仓 |
| — | WEBSTER FINL CORP | $28.04万 | 0.12% | 4,039 | 15 | 0.4% | $1,041 | 加仓 |
| IWS | ISHARES TR | $27.13万 | 0.12% | 1,861 | 221 | 13.5% | $3.22万 | 加仓 |
| C | CITIGROUP INC | $27.09万 | 0.12% | 2,388 | 12 | 0.5% | $1,361 | 加仓 |
| IWV | ISHARES TR | $27.02万 | 0.12% | 729 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $26.85万 | 0.11% | 4,534 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $26.42万 | 0.11% | 9,529 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.40万 | 0.11% | 10,201 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $24.95万 | 0.11% | 921 | -31 | -3.3% | -$8,399 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.68万 | 0.11% | 1,687 | -850 | -33.5% | -$12.43万 | 减仓 |
| PFE | PFIZER INC | $24.51万 | 0.10% | 8,728 | -102,668 | -92.2% | -$288.30万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $24.28万 | 0.10% | 5,070 | 7 | 0.1% | $335 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $24.05万 | 0.10% | 14,054 | 95 | 0.7% | $1,626 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $23.42万 | 0.10% | 8,341 | 23 | 0.3% | $646 | 加仓 |
| — | GLOBAL X FDS | $23.28万 | 0.10% | 7,627 | 19 | 0.2% | $580 | 加仓 |
| IJJ | ISHARES TR | $22.84万 | 0.10% | 1,724 | 5 | 0.3% | $663 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.68万 | 0.10% | 1,115 | 1,115 | — | $22.68万 | 新建仓 |
| MRK | MERCK & CO INC | $22.54万 | 0.10% | 1,873 | 1,873 | — | $22.54万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $22.46万 | 0.10% | 2,833 | -277 | -8.9% | -$2.20万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.30万 | 0.09% | 4,038 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $21.12万 | 0.09% | 11,549 | 25 | 0.2% | $457 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $20.89万 | 0.09% | 6,858 | -520 | -7.0% | -$1.58万 | 重新持有 |
| FSMD | FIDELITY COVINGTON TRUST | $20.87万 | 0.09% | 4,667 | 52 | 1.1% | $2,326 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $20.44万 | 0.09% | 3,669 | 3,669 | — | $20.44万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $20.17万 | 0.09% | 931 | 1 | 0.1% | $217 | 加仓 |
| VLUE | ISHARES TR | $20.13万 | 0.09% | 1,416 | 1,416 | — | $20.13万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.13万 | 0.09% | 5,680 | 5,680 | — | $20.13万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $20.04万 | 0.09% | 2,716 | 2,716 | — | $20.04万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.01万 | 0.09% | 1,237 | 1,237 | — | $20.01万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $14.98万 | 0.06% | 11,834 | 11,834 | — | $14.98万 | 新建仓 |
| STLA | STELLANTIS N.V | $10.73万 | 0.05% | 15,140 | 15,140 | — | $10.73万 | 新建仓 |
| — | XAI MADISON EQUITY PREMIUM I | $6.47万 | 0.03% | 11,095 | 217 | 2.0% | $1,265 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $5.79万 | 0.02% | 10,436 | 10,436 | — | $5.79万 | 新建仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -4,275 | -100.0% | -$45.18万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -5,927 | -100.0% | -$40.99万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,945 | -100.0% | -$22.13万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SKY QUARRY INC | $0 | 0.00% | 0 | -23,901 | -100.0% | -$5,342 | 清仓 |