Investmark Advisory Group LLC 13F 持仓 · 2026年Q2
Investmark Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 2.63 亿美元。前几大持仓：DFUS（11.36%）、DFUV（4.77%）、AAPL（4.67%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $29.9M | 11.36% | 365,001 | 增持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $12.6M | 4.77% | 228,172 | 增持 |
| 3 | AAPL | APPLE INC | $12.3M | 4.67% | 42,460 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $9.7M | 3.68% | 218,483 | 减持 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $9.7M | 3.67% | 204,766 | 增持 |
| 6 | PM | PHILIP MORRIS INTL INC | $7.7M | 2.93% | 42,661 | 减持 |
| 7 | MO | ALTRIA GROUP INC | $5.8M | 2.22% | 81,103 | 增持 |
| 8 | ABBV | ABBVIE INC | $5.8M | 2.21% | 23,094 | 减持 |
| 9 | QCOM | QUALCOMM INC | $5.5M | 2.11% | 30,001 | 增持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $5.3M | 2.00% | 63,949 | 增持 |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $5.2M | 1.99% | 86,882 | 增持 |
| 12 | JNJ | JOHNSON & JOHNSON | $5.1M | 1.94% | 20,101 | 增持 |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $4.6M | 1.75% | 85,097 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.65% | 5,808 | 增持 |
| 15 | HD | HOME DEPOT INC | $4.2M | 1.61% | 12,037 | 增持 |
| 16 | CVX | CHEVRON CORPORATION | $4.1M | 1.57% | 24,867 | 增持 |
| 17 | FELV | FIDELITY COVINGTON TRUST | $4.0M | 1.51% | 99,479 | 增持 |
| 18 | PG | PROCTER & GAMBLE CO | $3.9M | 1.49% | 26,731 | 增持 |
| 19 | FELC | FIDELITY COVINGTON TRUST | $3.8M | 1.45% | 90,965 | 增持 |
| 20 | FELG | FIDELITY COVINGTON TRUST | $3.8M | 1.45% | 87,414 | 增持 |
| 21 | DFAU | DIMENSIONAL ETF TRUST | $3.8M | 1.43% | 72,950 | 增持 |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $3.3M | 1.27% | 84,408 | 增持 |
| 23 | QQQ | INVESCO QQQ TR | $3.3M | 1.27% | 4,525 | 减持 |
| 24 | PEP | PEPSICO INC | $3.3M | 1.24% | 24,154 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $3.2M | 1.23% | 16,142 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR