Trademark Financial Management, LLC
Bloomington MN · SEC CIK 0002011736
$2.04亿2026Q1 申报市值
102持仓数
49.5%前十大占比 · 第一大 11.6%
10 / 6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
QQQM 加仓+$490.59万
IVV 加仓+$233.13万
DFIV 加仓+$213.01万
PVAL 加仓+$207.22万
FRDM 加仓+$198.06万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$303.82万
IYF 清仓-$209.98万
ADVISORSHARES TR 清仓-$204.70万
EVTR 减仓-$137.30万
CGCV 清仓-$104.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $710.88万 | 3.48% | 63,409 | 4,364 | 7.4% | $48.92万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $728.37万 | 3.57% | 22,704 | 5,899 | 35.1% | $189.25万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $748.19万 | 3.67% | 136,432 | 16,571 | 13.8% | $90.88万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $750.74万 | 3.68% | 98,085 | 12,393 | 14.5% | $94.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $918.33万 | 4.50% | 38,647 | 20,646 | 114.7% | $490.59万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,045.37万 | 5.12% | 198,062 | 40,359 | 25.6% | $213.01万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,079.28万 | 5.29% | 229,244 | 38,583 | 20.2% | $181.65万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,133.39万 | 5.55% | 244,265 | 44,659 | 22.4% | $207.22万 | 加仓 |
| IVV | ISHARES TR | $2,366.41万 | 11.59% | 36,227 | 3,569 | 10.9% | $233.13万 | 加仓 |