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Vestmark顾问方案 · 13F 持仓分析
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Vestmark顾问方案

Vestmark Advisory Solutions, Inc.No.555
最新持仓市值 (Q2 2026)
$106.48亿
环比变动 Q1 2026
+$16.29亿+18.1%
持仓股票数
1464
新买入
217
加仓
615
减仓
545
清仓
80
持股不变
87
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
G通用动力VTI
2.8%2.87%$2.98亿80.6万股$2.59亿80.7万股-737股-0.09%减仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
2.27%2.33%$2.42亿179.6万股$2.10亿179.6万股-172股-0.01%减仓
DDimensional维度ETF信托DFAC
2.1%2.17%$2.24亿504.2万股$1.96亿503.7万股+5,164股+0.10%加仓
V先锋领航指数基金VOO
1.8%1.44%$1.92亿27.9万股$1.29亿21.7万股+6.2万股+28.84%加仓
苹果AAPL
1.62%1.73%$1.72亿59.5万股$1.56亿61.4万股-1.9万股-3.08%减仓
英伟达NVDA
1.49%1.49%$1.59亿79.2万股$1.35亿77.3万股+1.9万股+2.51%加仓
V先锋领航STAR基金VXUS
1.4%1.49%$1.49亿174.0万股$1.34亿174.4万股-4,007股-0.23%减仓
V先锋领航·TOTALBND
1.27%1.49%$1.35亿184.0万股$1.34亿182.5万股+1.5万股+0.81%加仓
微软MSFT
1.12%1.3%$1.19亿31.8万股$1.17亿31.6万股+2,707股+0.86%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
1.08%1.22%$1.15亿245.4万股$1.10亿233.9万股+11.5万股+4.90%加仓
谷歌AGOOGL
1.01%0.9%$1.08亿30.2万股$8,159.0万28.4万股+1.8万股+6.51%加仓
BBOK FINLBOKF
1%$1.07亿77.0万股$00股+77.0万股新买入
V先锋领航指数基金VUG
0.96%0.72%$1.03亿119.3万股$6,466.6万14.8万股+104.4万股+705.50%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.94%1.02%$1.00亿121.6万股$9,207.9万121.6万股-120股-0.01%减仓
亚马逊AMZN
0.94%0.98%$9,987.1万41.9万股$8,834.3万42.4万股-5,144股-1.21%减仓
SSPDR黄金信托GLD
0.86%1.38%$9,152.1万24.8万股$1.24亿28.9万股-4.0万股-14.00%减仓
I景顺QQQ信托VOO
0.81%0.55%$8,606.7万11.7万股$4,978.6万8.6万股+3.1万股+35.50%加仓
V先锋领航·FTSEVEA
0.79%0.78%$8,453.1万118.6万股$7,056.7万110.1万股+8.5万股+7.73%加仓
DDimensional维度ETF信托DGCB
0.79%0.93%$8,425.9万154.1万股$8,343.4万154.1万股00.00%持仓不变
博通AVGO
0.77%0.74%$8,169.0万21.6万股$6,707.8万21.7万股-465股-0.21%减仓
J摩根大通交易所交易基金JBND
0.75%0.89%$8,008.7万149.7万股$8,049.7万149.7万股-109股-0.01%减仓
IiShares安硕IEMG
0.69%0.63%$7,357.3万88.8万股$5,708.2万81.8万股+7.0万股+8.52%加仓
A美国世纪ETF信托AVLV
0.66%0.49%$7,071.5万77.5万股$4,430.8万55.0万股+22.6万股+41.05%加仓
IiShares安硕信托IVV
0.65%0.37%$6,868.2万9.2万股$3,380.2万5.2万股+4.0万股+77.23%加仓
V先锋领航·TOTALBNDX
0.61%0.62%$6,523.1万134.7万股$5,589.5万116.3万股+18.4万股+15.79%加仓
礼来LLY
0.61%0.53%$6,473.1万5.4万股$4,740.9万5.2万股+2,425股+4.70%加仓
IiShares安硕信托AGG
0.57%0.59%$6,056.4万61.2万股$5,300.1万53.4万股+7.8万股+14.61%加仓
DDimensional维度ETF信托DFIC
0.57%0.68%$6,041.5万162.1万股$6,171.5万173.7万股-11.6万股-6.65%减仓
V先锋领航债券指数基金BSV
0.55%0.55%$5,880.4万75.5万股$4,970.2万63.4万股+12.1万股+19.07%加仓
摩根大通JPM
0.54%0.55%$5,777.0万17.6万股$4,917.9万16.7万股+9,307股+5.57%加仓
DDimensional维度ETF信托DFSV
0.54%0.58%$5,764.6万148.6万股$5,210.4万148.7万股-898股-0.06%减仓
埃克森美孚XOM
0.53%0.76%$5,665.7万41.4万股$6,814.7万40.2万股+1.3万股+3.17%加仓
B贝莱德ETF信托DYNF
0.53%0.38%$5,608.4万82.5万股$3,397.8万58.4万股+24.1万股+41.21%加仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
0.52%0.87%$5,586.9万70.4万股$7,879.4万109.8万股-39.5万股-35.93%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.51%0.53%$5,468.1万131.0万股$4,819.7万131.1万股-780股-0.06%减仓
家得宝HD
0.51%0.49%$5,381.9万15.3万股$4,419.5万13.4万股+1.8万股+13.56%加仓
SSPDR标普500 ETFSPY
0.5%0.55%$5,272.3万7.1万股$4,931.8万7.6万股-5,232股-6.90%减仓
J摩根大通交易所交易基金JGRO
0.49%0.49%$5,164.5万52.4万股$4,427.9万52.4万股-52股-0.01%减仓
Meta平台META
0.48%0.52%$5,125.8万9.1万股$4,719.0万8.2万股+8,518股+10.33%加仓
B贝莱德ETF信托THRO
0.47%0.45%$4,988.5万115.7万股$4,048.2万111.8万股+3.9万股+3.53%加仓
JJ P Morgan Exchange-Traded FD TR Global Select Equity ETFJGLO
0.47%0.51%$4,984.2万70.0万股$4,568.2万70.0万股-73股-0.01%减仓
A美国世纪ETF信托AVUS
0.46%0.47%$4,920.4万38.4万股$4,227.1万38.0万股+3,964股+1.04%加仓
V先锋领航·MIDVO
0.44%0.4%$4,734.3万58.8万股$3,644.3万12.7万股+46.1万股+363.04%加仓
SSPDR道富系列信托TFI
0.44%0.47%$4,711.7万102.9万股$4,282.6万94.5万股+8.4万股+8.91%加仓
DDimensional维度ETF信托DFGP
0.44%0.51%$4,670.0万85.8万股$4,629.7万85.8万股00.00%持仓不变
IiShares安硕信托IVW
0.44%0.11%$4,652.9万33.8万股$1,010.4万8.9万股+24.9万股+278.74%加仓
B贝莱德·ETF TRUST IIINMU
0.42%0.54%$4,514.0万186.1万股$4,879.5万204.1万股-17.9万股-8.79%减仓
IiShares安硕·MSCIQUAL
0.42%0.34%$4,490.2万20.5万股$3,098.6万16.2万股+4.3万股+26.67%加仓
J摩根大通交易所交易基金JEMA
0.41%0.39%$4,361.8万68.3万股$3,553.0万68.3万股-59股-0.01%减仓
特斯拉TSLA
0.39%0.4%$4,172.8万9.9万股$3,633.3万9.8万股+1,477股+1.51%加仓

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