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Pinnacle Family Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pinnacle Family Advisors, LLC

报告期 2026-03-31 · CIK 0001679064

持仓数

135

前50大市值合计

$180.1M

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*

FCUS TIDAL TRUST II

PINNACLE FOCUSED

$17.8M

494,045

9.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.3M

23,456

8.5%

IVV ISHARES TR

CORE S&P500 ETF

$14.9M

22,869

8.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$10.1M

17,453

5.6%

BIL SPDR SERIES TRUST

STATE STREET SPD

$10.1M

109,834

5.6%

ORLY OREILLY AUTOMOTIVE INC

COM

$7.9M

85,422

4.4%

NVDA NVIDIA CORPORATION

COM

$6.8M

39,117

3.8%

EFA ISHARES TR

MSCI EAFE ETF

$6.7M

69,035

3.7%

AAPL APPLE INC

COM

$6.5M

25,668

3.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$6.0M

206,605

3.3%

EEM ISHARES TR

MSCI EMG MKT ETF

$4.8M

85,023

2.7%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$4.7M

153,518

2.6%

DVY ISHARES TR

SELECT DIVID ETF

$4.0M

26,587

2.2%

ONEQ FIDELITY COMWLTH TR

NASDAQ COMPSIT

$4.0M

46,610

2.2%

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$3.9M

71,373

2.2%

IVE ISHARES TR

S&P 500 VAL ETF

$3.8M

17,923

2.1%

IGLB ISHARES TR

10+ YR INVST GRD

$3.5M

71,322

2.0%

TSLA TESLA INC

COM

$3.0M

8,136

1.7%

AMZN AMAZON COM INC

COM

$2.8M

13,639

1.6%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$2.7M

37,086

1.5%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$2.6M

27,666

1.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$2.3M

29,654

1.3%

TDIV FIRST TR EXCHANGE TRADED FD

NASD TECH DIV

$2.2M

23,241

1.2%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.1M

30,111

1.1%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$1.9M

20,057

1.1%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.7M

67,958

1.0%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$1.6M

78,244

0.9%

GLD SPDR GOLD TR

GOLD SHS

$1.6M

3,641

0.9%

IGIB ISHARES TR

ISHS 5-10YR INVT

$1.5M

29,078

0.9%

SLV ISHARES SILVER TR

ISHARES

$1.5M

22,406

0.8%

ITOT ISHARES TR

CORE S&P TTL STK

$1.5M

10,599

0.8%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$1.4M

32,628

0.8%

FTGS FIRST TR EXCHANGE-TRADED FD

GROWTH STRENGTH

$1.4M

40,582

0.8%

AFLG FIRST TR EXCHNG TRADED FD VI

ACTV FCTR LGCP

$1.3M

33,984

0.7%

SCHI SCHWAB STRATEGIC TR

5 10YR CORP BD

$1.3M

56,843

0.7%

— EXXON MOBIL CORP

COM

$1.3M

7,431

0.7%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$1.3M

2,721

0.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.2M

7,965

0.6%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$1.1M

41,820

0.6%

FAAR FIRST TR EXCHANGE TRAD FD VI

ALT ABSLT STRG

$1.1M

31,513

0.6%

SOXS DIREXION SHARES ETF TRUST

DAILY SEMICONDUC

$1.0M

26,207

0.6%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$1.0M

20,707

0.6%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$1.0M

10,932

0.6%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$975.2K

41,998

0.5%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$964.1K

38,410

0.5%

WMT WALMART INC

COM

$937.4K

7,543

0.5%

FBT FIRST TR EXCHANGE-TRADED FD

NY ARCA BIOTECH

$811.5K

4,041

0.5%

SGVT SCHWAB STRATEGIC TR

GOVERNMENT MONEY

$755.1K

7,497

0.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$725.4K

6,413

0.4%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$691.7K

7,798

0.4%

* 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

42%前 6 大占比

FCUS9.9%SPY8.5%IVV8.3%QQQ5.6%BIL5.6%ORLY4.4%