VA

Vestmark Advisory Solutions, Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$90.2億

申報季度: 2026-03-31 · 持股檔數: 2195

Vestmark Advisory Solutions, Inc.在最新一期 13F 報告中揭露了 2195 項持股，申報期為 2026-03-31，總持股市值約為 US$90.2億，季度換手率為 34.4%。

機構性格雪花圖

集中度
2.36
持倉穩定性
34.42
動能／逆勢
100
產業集中度
43.29
多樣化
100
倉位均衡度
73.88

近期動向

  • 減碼 VOO

    -30.3%　-US$6543.9萬

  • 加碼 VUG

    +1983.4%　US$6119.9萬

  • 加碼 RDVY

    +1611.9%　US$4769.4萬

  • 加碼 QQQ

    +924.7%　US$4461.5萬

  • 加碼 SDVY

    +14036.0%　US$4033.2萬

  • 加碼 THRO

    +2458.9%　US$3879.8萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 1327 大持股（共 2195 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他2.87%-0.37%+12.82%
2BBUSJpmorgan Betabuilders US EquETF-其他2.33%—+5.16%
3DFACDimensional US Core Equity 2ETF-其他2.17%—+5.18%
4AAPLApple INC股票-科技1.73%+0.07%+35.48%
5NVDANvidia CORP股票-科技1.49%-0.07%+24.96%
6VXUSVanguard Total Intl StockETF-其他1.49%—-3.08%
7BNDVanguard Total Bond MarketETF-其他1.49%—+2.15%
8VOOVanguard S&p 500 ETFETF-大型股與成長1.44%-1.19%-30.28%
9GLDSpdr Gold SharesETF-避險與商品1.38%+0.30%+42.44%
10MSFTMicrosoft CORP股票-科技1.30%—+23.74%
11JCPBJpmorgan Core Plus Bond ETFETF-其他1.22%-0.10%+13.37%
12JIREJpmorgan Int Res Enh EqtyETF-其他1.02%—-2.48%
13AMZNAmazon.com INC股票-循環性消費0.98%—+23.97%
14DGCBDimensional Global CreditETF-其他0.93%—+0.18%
15GOOGLAlphabet Inc-cl A股票-通訊服務0.90%+0.06%+43.08%
16JBNDJpmorgan Active Bond ETFETF-其他0.89%—+6.32%
17JAVAJpmorgan Active Value ETFETF-其他0.87%+0.26%+75.67%
18VEAVanguard Ftse Developed ETFETF-其他0.78%+0.33%+106.65%
19XOMExxon Mobil CORP股票-能源0.76%+0.28%+36.51%
20AVGOBroadcom INC股票-科技0.74%—+27.86%
21VUGVanguard Growth ETFETF-其他0.72%+0.67%+1983.41%
22DFICDimensional International CoETF-其他0.68%+0.10%+39.85%
23IEMGIshares Core Msci EmergingETF-新興市場0.63%—+8.06%
24BNDXVanguard Total Intl Bond ETFETF-其他0.62%—+9.37%
25AGGIshares Core U.s. AggregateETF-其他0.59%—+1.32%
26DFSVDimensional US Small Cap ValETF-中小型股0.58%—+3.68%
27RDVYFirst Trust Rising DividendETF-其他0.56%+0.52%+1611.87%
28QQQInvesco Qqq Trust Series 1ETF-科技型0.55%+0.48%+924.67%
29BSVVanguard Short-term Bond ETFETF-其他0.55%—+3.34%
30SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.55%+0.09%+50.15%
31JPMJpmorgan Chase & Co股票-金融0.55%+0.07%+51.63%
32INMUIshares Intermediate Muni InETF-其他0.54%+0.54%NEW
33DUHPDimensional US High Profi EtETF-其他0.53%—+5.31%
34SPABSs Spdr P Agg Bond ETFETF-其他0.53%—+27.39%
35LLYEli Lilly & Co股票-醫療保健0.53%—+52.67%
36METAMeta Platforms Inc-class A股票-通訊服務0.52%—+14.47%
37DFGPDimensional Glbl Core Pl FixETF-其他0.51%—+1.91%
38JGLOJpmorgan Glbl Slct Eq ETFETF-其他0.51%—+5.20%
39VTVVanguard Value ETFETF-其他0.50%+0.39%+421.71%
40AVLVAvantis US Large Cap ValueETF-大型股與成長0.49%+0.49%NEW
41JGROJpmorgan Active Growth ETFETF-其他0.49%-0.27%-14.07%
42HDHome Depot INC股票-循環性消費0.49%+0.31%+250.72%
43TFISs Spdr N Ice Muni Bond ETFETF-其他0.47%+0.47%NEW
44AVUSAvantis U.s. Equity ETFETF-其他0.47%—+7.66%
45SDVYFirst Trust Smid Cap RisingETF-其他0.45%+0.45%+14036.03%
46THROIshares U.s. Thematic RotatiETF-其他0.45%+0.43%+2458.90%
47CGHMCap Group Muni High-incomeETF-其他0.44%—+11.77%
48EPDEnterprise Products Partners股票-能源0.43%—+1.12%
49VOVanguard Mid-cap ETFETF-其他0.40%—+33.20%
50TSLATesla INC股票-循環性消費0.40%—+14.15%
1–50 of 1,327

本季持股變動

Vestmark Advisory Solutions, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Intermediate Muni In (INMU); 新建倉: Avantis US Large Cap Value (AVLV); 新建倉: Ss Spdr N Ice Muni Bond ETF (TFI); 新建倉: Natixis Loomis Focused Grwth (LSGR); 新建倉: Isha Curr Hedged Msci Eafe (HEFA).

Vestmark Advisory Solutions, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VUGVanguard Growth ETF+0.7%+1983.41%加碼
2RDVYFirst Trust Rising Dividend+0.5%+1611.87%加碼
3QQQInvesco Qqq Trust Series 1+0.5%+924.67%加碼
4SDVYFirst Trust Smid Cap Rising+0.5%+14036.03%加碼
5THROIshares U.s. Thematic Rotati+0.4%+2458.90%加碼
6VTVVanguard Value ETF+0.4%+421.71%加碼
7VTVanguard Tot World Stk ETF+0.4%+16680.75%加碼
8VEAVanguard Ftse Developed ETF+0.3%+106.65%加碼
9DYNFIshrs US E F R A Etf-usd INC+0.3%+702.23%加碼
10HDHome Depot INC+0.3%+250.72%加碼
11GLDSpdr Gold Shares+0.3%+42.44%加碼
12XOMExxon Mobil CORP+0.3%+36.51%加碼
13JAVAJpmorgan Active Value ETF+0.3%+75.67%加碼
14VXFVanguard Extended Market ETF+0.3%+1709.50%加碼
15JEPIJpmorgan Equity Premium Inco+0.2%+1019.67%加碼
16QUALIshares Msci USA Quality Fac+0.2%+236.19%加碼
17VWOVanguard Ftse Emerging Marke+0.2%+4524.33%加碼
18BINCIshares Flex I A Etf-usd INC+0.2%+187.80%加碼
19WMTWalmart INC+0.2%+129.75%加碼
20IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.2%+380.53%加碼
21DFEMDimensional Emrg Mrkt Core+0.2%+96.38%加碼
22KOCoca-cola Co/the+0.2%+140.56%加碼
23JHMMJohn Hancock Multi Fact Mid+0.1%+459.51%加碼
24VBVanguard Small-cap ETF+0.1%+402.35%加碼
25BAIIshrs Ai In And Tech Act ETF+0.1%+492.10%加碼
26EDOWFirst Trust Dow 30 Eql Wght+0.1%+116.47%加碼
27MBBIshares Mbs ETF+0.1%+148.22%加碼
28DFICDimensional International Co+0.1%+39.85%加碼
29SPYSs Spdr S&p 500 ETF Trust-us+0.1%+50.15%加碼
30AAPLApple INC+0.1%+35.48%加碼
31JPMJpmorgan Chase & Co+0.1%+51.63%加碼
32GOOGLAlphabet Inc-cl A+0.1%+43.08%加碼
33NVDANvidia CORP-0.1%+24.96%加碼
34JCPBJpmorgan Core Plus Bond ETF-0.1%+13.37%加碼
35SMMDIshares Russell 2500 ETF-0.2%-49.58%減碼
36JGROJpmorgan Active Growth ETF-0.3%-14.07%減碼
37VTIVanguard Total Stock Mkt ETF-0.4%+12.82%加碼
38VOOVanguard S&p 500 ETF-1.2%-30.28%減碼
39INMUIshares Intermediate Muni In—NEW新建倉
40AVLVAvantis US Large Cap Value—NEW新建倉
41TFISs Spdr N Ice Muni Bond ETF—NEW新建倉
42LSGRNatixis Loomis Focused Grwth—NEW新建倉
43HEFAIsha Curr Hedged Msci Eafe—NEW新建倉
44XTENBondbloxx Bbg 10y US Tsy ETF—NEW新建倉
45AZNAstraZeneca PLC—NEW新建倉
46UTESVirtus Reaves Utilities ETF—NEW新建倉
47AZNNAstrazeneca Plc-spons Adr—EXIT清倉
48HEDGEquable Shares Hdg Eqty ETF—NEW新建倉
49SPDWSte Str Spdr Pt Dw EU ETF—EXIT清倉
50AVUVAvantis US Small Cap Value—NEW新建倉

FAQ

Vestmark Advisory Solutions, Inc. 是什麼機構？屬於哪種投資人類型？
Vestmark Advisory Solutions, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$90.2億，分佈在 2195 個已申報部位之中。
Vestmark Advisory Solutions, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Vestmark Advisory Solutions, Inc. 按市值排列的前幾大持股為： 1. Vanguard Total Stock Mkt ETF (VTI) — US$2.6億 (2.9%) 2. Jpmorgan Betabuilders US Equ (BBUS) — US$2.1億 (2.3%) 3. Dimensional US Core Equity 2 (DFAC) — US$2.0億 (2.2%) 4. Apple INC (AAPL) — US$1.6億 (1.7%) 5. Nvidia CORP (NVDA) — US$1.3億 (1.5%)
Vestmark Advisory Solutions, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Vestmark Advisory Solutions, Inc. 共進行了 50 項顯著調整：新建倉 10 個部位、加碼 35 個既有持股、減碼 3 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Ishares Intermediate Muni In (INMU); 新建倉: Avantis US Large Cap Value (AVLV); 新建倉: Ss Spdr N Ice Muni Bond ETF (TFI); 新建倉: Natixis Loomis Focused Grwth (LSGR); 新建倉: Isha Curr Hedged Msci Eafe (HEFA)
Vestmark Advisory Solutions, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Vestmark Advisory Solutions, Inc. 的主要板塊分佈如下： • Information Technology: 27.4% • Financials: 13.5% • Industrials: 11.5% • Health Care: 11.5% • Consumer Discretionary: 10.3% • Communication Services: 7.7%