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Pinnacle Wealth Management Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pinnacle Wealth Management Advisory Group, LLC

报告期 2026-03-31 · CIK 0001631864

持仓数

550

前50大市值合计

$966.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI Vanguard Index Fds Vanguard To

ETF

$58.9M

183,598

6.1%

AAPL Apple Inc

COM

$55.2M

217,355

5.7%

QUAL iShares MSCI USA Quality

ETF

$54.3M

283,133

5.6%

VYM Vanguard High Div Yield ETF

ETF

$45.5M

306,905

4.7%

VB Vanguard Small-Cap ETF

ETF

$42.9M

163,687

4.4%

VEU Vanguard FTSE All World Ex US

ETF

$39.5M

525,948

4.1%

QQQ Invesco QQQ Trust Series I

ETF

$37.9M

65,744

3.9%

IVV Ishares Core S&P 500 ETF

ETF

$34.4M

52,734

3.6%

SPY State Street SPDR S&P 500 ETF

ETF

$32.6M

50,085

3.4%

NVDA Nvidia Corporation

COM

$31.0M

177,964

3.2%

MSFT Microsoft Corp

COM

$30.5M

82,516

3.2%

VEA Vanguard Developed Markets Ind

ETF

$24.9M

387,943

2.6%

GOOGL Alphabet Inc Cap Cl A

COM

$24.1M

83,962

2.5%

JEPI JPMorgan Equity Premium ETF

ETF

$23.3M

411,924

2.4%

IJH Ishares Core S&P Mid-Cap ETF

ETF

$20.8M

308,548

2.2%

JNJ Johnson &Johnson

COM

$19.7M

80,710

2.0%

AVGO Broadcom Inc

COM

$19.2M

62,132

2.0%

IJR Ishares Core S&P Small-Cap E

ETF

$19.1M

153,802

2.0%

SCHD Schwab Us Dividend Equity ETF

ETF

$18.6M

607,418

1.9%

DGRW Wisdomtree Us Dividend Grow

ETF

$18.3M

207,969

1.9%

BRK/B Berkshire Hathaway Inc-CL B

COM

$18.1M

37,789

1.9%

BND Vanguard Bd Index Fd Tot Mkt

ETF

$17.7M

239,899

1.8%

RSP Invesco Exchange Traded Fd Tr

ETF

$16.7M

86,760

1.7%

AMZN Amazon.Com Inc

COM

$16.6M

79,483

1.7%

WMT Walmart Inc

COM

$16.4M

132,333

1.7%

IWM Ishares Russell 2000 ETF

ETF

$14.7M

59,101

1.5%

DUHP Dimensional ETF Trust Dimensio

ETF

$14.5M

395,577

1.5%

DFAI Dimensional International Core

ETF

$13.9M

356,773

1.4%

TOTL Ssga Active Tr State Street Do

ETF

$13.4M

337,663

1.4%

JPM JPMorgan Chase & Co.

COM

$11.9M

40,503

1.2%

— JPMorgan Hedged Equity Laddere

ETF

$11.9M

185,430

1.2%

DFSV Dimensional ETF Trust Us Small

ETF

$11.2M

318,664

1.2%

META Meta Platforms Inc Class A

COM

$10.1M

17,566

1.0%

MRK Merck & Co. Inc

COM

$8.9M

74,329

0.9%

RDVI FT Vest Rising DVD Achievers T

ETF

$8.9M

346,412

0.9%

MS Morgan Stanley

COM

$8.5M

51,630

0.9%

CIBR First Tr Exchange Traded Fd Ii

ETF

$8.2M

131,216

0.9%

PG Procter And Gamble Co

COM

$8.1M

55,845

0.8%

MA Mastercard Incorporated Cl A

COM

$7.8M

15,558

0.8%

COPY Tweedy, Browne Insider Value

ETF

$7.8M

566,079

0.8%

— RTX Corp

COM

$7.7M

39,701

0.8%

SDVY First Tr Exchange-Traded Fd Vi

ETF

$7.6M

193,437

0.8%

IEF Ishares Tr 7-10 Yr Trsy Bd

ETF

$7.5M

78,933

0.8%

RDVY First Tr Exchange-Traded Fd Vi

ETF

$7.4M

108,978

0.8%

AXP American Express Co

COM

$7.3M

23,994

0.8%

VWO Vanguard Intl Equity Index Fds

ETF

$6.9M

127,450

0.7%

VV Vanguard Large Cap ETF

ETF

$6.9M

22,944

0.7%

BLK Blackrock Inc

COM

$6.8M

7,070

0.7%

MDY State Street Spdr S&P Midcap 4

ETF

$6.5M

10,572

0.7%

DFAE Dimensional ETF Trust Emgr Cre

ETF

$6.4M

187,793

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

VTI6.1%AAPL5.7%QUAL5.6%VYM4.7%VB4.4%VEU4.1%