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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 16增持 38减持 47清仓 49

方向

标的

Δ市值

现股数(环比)

建仓

DIA SPDR DOW JONES INDL AVERAGE ET UT SER 1

+$11.3M

31,222

减持

IJJ ISHARES TRUST S & P MID CAPITAL

-$10.9M

12,422 -90%

增持

TSLA TESLA INC COM

+$5.7M

12,974 +25%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

AAPL APPLE INC

+$4.1M

114,465 +0%

增持

NVDA NVIDIA Corporation

+$3.3M

12,495 +611%

建仓

— Marathon Oil Corporation

+$2.6M

160,330

建仓

FANG Diamondback Energy, Inc.

+$2.6M

23,890

建仓

AMD Advanced Micro Devices, Inc.

+$2.6M

17,849

清仓

ALB Albemarle Corporation

-$2.3M

0 -100%

清仓

NUE Nucor Corporation

-$2.3M

0 -100%

清仓

IT Gartner, Inc.

-$2.3M

0 -100%

清仓

WAT Waters Corporation

-$2.2M

0 -100%

减持

SCHA SCHWAB US SMALL CAP ETF

-$2.1M

2,992 -88%

清仓

BRK/A BERKSHIRE HATHAWAY INC

-$2.1M

0 -100%

增持

SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

+$1.8M

23,945 +8%

建仓

IEF ISHARES TR BARCLAYS 7 10 YR

+$1.5M

13,057

清仓

BBWI Bath & Body Works, Inc.

-$1.5M

0 -100%

清仓

MDY SPDR S&P MIDCAP 400 ETF

-$1.4M

0 -100%

建仓

VTI VANGUARD IDX FUND

+$1.3M

5,418

减持

IVV ISHARES S&P 500

+$1.2M

48,551 -5%

增持

SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF

+$1.1M

61,020 +36%

减持

IYW ISHARES TRUST DJ US TECHNOLOGY

-$1.1M

4,177 -73%

减持

MSFT MICROSOFT CORP

-$932.0K

4,938 -46%

减持

IYR ISHARES U S REAL ESTATE ETF

-$890.0K

64,673 -21%

减持

HYG ISHARES TR IBOXX HI YD ETF

-$782.0K

19,978 -31%

减持

IVW ISHARES S&P 500 GROWTH ETF

-$757.0K

147,347 -17%

清仓

VSXY Victoria's Secret & Company

-$743.0K

0 -100%

减持

ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF

-$681.0K

23,543 -28%

清仓

HYD VANECK HIGH YIELD MUNI ETF

-$615.0K

0 -100%

增持

SCHM CHARLES SCHWAB US MC ETF

+$581.0K

40,030 +16%

减持

QQQ INVESCO QQQ TR UNIT SER 1

+$580.0K

34,920 -6%

清仓

EFV ISHARES MSCI EAFE VALUE ETF IV

-$545.0K

0 -100%

减持

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF

-$511.0K

48,187 -21%

清仓

AMAT APPLIED MATERIALS

-$487.0K

0 -100%

清仓

LLY ELI LILLY AND CO

-$475.0K

0 -100%

减持

FTNT Fortinet, Inc.

-$468.0K

7,220 -31%

清仓

MO ALTRIA GROUP INC

-$438.0K

0 -100%

清仓

BX BLACKSTONE INC

-$433.0K

0 -100%

建仓

SCHP SCHWAB STRATEGIC TR US TIPS ETF

+$430.0K

6,839

增持

SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF

+$427.0K

29,286 +65%

建仓

FALN ISHARES TRUST FALN ANGLS USD ETF

+$417.0K

13,928

减持

VNQ VANGUARD REAL ESTATE ETF

-$416.0K

2,808 -61%

清仓

MRNA MODERNA INC COM

-$413.0K

0 -100%

清仓

— US STEEL

-$398.0K

0 -100%

清仓

CLF CLEVELAND-CLIFFS INC

-$382.0K

0 -100%

清仓

JNJ JOHNSON &JOHNSON COM USD1.00

-$381.0K

0 -100%

清仓

ABT ABBOTT LABORATORIES

-$371.0K

0 -100%

减持

SCHJ SCHWAB STRATEGIC TR 1 5YR CORP BD ETF

-$361.0K

10,138 -41%

清仓

MS MORGAN STANLEY COM USD0.01

-$361.0K

0 -100%

清仓

CVNA CARVANA CO CLASS A

-$345.0K

0 -100%

清仓

MSCI MSCI, Inc.

-$343.0K

0 -100%

清仓

DELL DELL TECHNOLOGIES INC CL C

-$335.0K

0 -100%

清仓

COF Capital One Financial Corporation

-$332.0K

0 -100%

减持

GOVT ISHARES TRUST US TREAS BD ETF

-$331.0K

30,807 -29%

增持

AMZN AMAZON.COM INC

+$323.0K

4,211 +1%

清仓

HCA HCA Healthcare, Inc.

-$321.0K

0 -100%

增持

SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE ETF

+$301.0K

43,155 +32%

清仓

CRWD Crowdstrike Holdings, Inc.

-$285.0K

0 -100%

清仓

— Aptiv plc

-$284.0K

0 -100%

清仓

— Johnson Controls International plc

-$284.0K

0 -100%

减持

GOOG ALPHABET INC. CLASS C

-$283.0K

369 -27%

清仓

MET MetLife, Inc.

-$280.0K

0 -100%

清仓

TMUS T-Mobile US, Inc.

-$275.0K

0 -100%

建仓

TXN TEXAS INSTRUMENTS INC COM USD1.00

+$271.0K

1,440

清仓

— Stellantis N.V.

-$267.0K

0 -100%

清仓

JPM JPMORGAN CHASE & CO

-$266.0K

0 -100%

清仓

— Atlassian Corp plc

-$264.0K

0 -100%

建仓

SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF

+$259.0K

5,200

清仓

IWM ISHARES RUSSELL 2000 ETF

-$254.0K

0 -100%

建仓

F FORD MTR CO DEL COM

+$251.0K

12,072

清仓

IJT ISHARES S&P SMLL CAP 600GRTH ETF

-$246.0K

0 -100%

建仓

SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF

+$244.0K

5,462

清仓

SNAP Snap, Inc.

-$240.0K

0 -100%

清仓

GS Goldman Sachs Group, Inc.

-$236.0K

0 -100%

清仓

T AT&T INC COM USD1

-$233.0K

0 -100%

清仓

ALGN Align Technology, Inc.

-$233.0K

0 -100%

清仓

CARR CARRIER GLOBAL CORPORATION COM

-$232.0K

0 -100%

清仓

IJS ISHARES S&P SMALL CAP 600 ETF IV

-$229.0K

0 -100%

清仓

DOW DOW INC COM

-$229.0K

0 -100%

清仓

— NXP Semiconductors N.V.

-$226.0K

0 -100%

清仓

— DUPONT DE NEMOURS INC COM

-$225.0K

0 -100%

清仓

BA BOEING CO COM USD5.00

-$221.0K

0 -100%

清仓

— ASML Holding N.V.

-$220.0K

0 -100%

清仓

COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL

-$219.0K

0 -100%

清仓

IXG ISHARES TRUST GLOBAL FINLS ETF

-$219.0K

0 -100%

建仓

FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF

+$216.0K

18,141

建仓

BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B

+$216.0K

721

建仓

FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF

+$211.0K

2,052

清仓

HOOD ROBINHOOD MKTS INC CLASS A

-$209.0K

0 -100%

减持

DVN Devon Energy Corporation

+$208.0K

59,520 -12%

增持

FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS

+$206.0K

13,638 +18%

建仓

SPIP SPDR SERIES TRUST PORTFLI TIPS ETF

+$204.0K

6,488

增持

SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

+$203.0K

11,938 +74%

增持

FIXD FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF

+$199.0K

87,932 +5%

减持

DIS DISNEY WALT CO COM

-$185.0K

1,635 -37%

增持

IUSB ISHARES TRUST CORE TOTAL USD ETF

+$183.0K

8,617 +68%

减持

IRM IRON MOUNTAIN INC COM USD0.01

+$182.0K

21,487 -1%

减持

IGLB ISHARES TR 10 YR INVST GRD

-$167.0K

15,113 -14%

减持

XSOE WISDOMTREE TRUST EM EX ST-OWNED ETF

-$154.0K

5,596 -42%

增持

USMV ISHARES TR MSCI USA MIN VOL

+$150.0K

8,708 +15%

减持

META META PLATFORMS INC CLASS A COMMON STOCK

-$146.0K

725 -37%

增持

EFG ISHARES MSCI EAFE GROWTHETF

+$143.0K

4,774 +32%

增持

IJH ISHARES S&P MIDCAP 400 INDEX FUND

+$142.0K

3,155 +10%

增持

SCHB SCHWAB US BROAD MARKET ETF

+$130.0K

9,138 +5%

减持

LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF

-$116.0K

14,639 -13%

增持

FEP FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF

+$113.0K

13,825 +20%

增持

SCHX SCHWAB US LARGE CAP ETF

+$109.0K

6,676 +7%

减持

FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF

-$108.0K

2,527 -12%

减持

LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF

-$104.0K

6,340 -11%

减持

ESGU ISHARES TRUST ESG AWARE MSCI USA ETF

+$104.0K

11,382 -0%

减持

FXL FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USD

-$83.0K

4,098 -19%

增持

FXR FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF

+$74.0K

7,969 +8%

增持

IJR ISHARES CORE S&P SMALL-CAP E

+$72.0K

6,041 +6%

增持

RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF

+$69.0K

11,368 +4%

减持

IGIB ISHARES TR ISHS 5-10YR INVT

-$67.0K

27,847 -3%

减持

QQEW FIRST TRUST PORTFOLIOS FUNDS FIRST TRUST NASDQ 100 EQ WEI

+$62.0K

10,292 -1%

减持

FEM FIRST TRUST EXCHANGE-TRADED AL EMERG MKT ALPH ETF

-$62.0K

8,334 -19%

减持

EFA ISHARES MSCI EAFE ETF

-$62.0K

27,556 -4%

减持

FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF

-$61.0K

13,960 -7%

减持

VUG VANGUARD GROWTH ETF

-$59.0K

676 -29%

减持

VLUE ISHARES TRUST MSCI USA VALUE FACTOR ETF

-$58.0K

2,265 -25%

增持

DVY ISHARES SELECT DIVIDEND ETF

+$57.0K

6,637 +1%

减持

PFE PFIZER INC

+$57.0K

5,673 -12%

增持

DFAI DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M

+$55.0K

11,510 +17%

增持

CVX CHEVRON CORP NEW COM

+$54.0K

2,688 +4%

减持

QTEC FIRST TR NASDAQ 100 TECH INDX SHS

-$54.0K

4,237 -16%

减持

UPS UNITED PARCEL SERVICE INC

+$53.0K

1,707 -1%

减持

FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF

-$52.0K

4,679 -16%

减持

FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF

+$51.0K

9,282 -5%

增持

FXD FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF

+$50.0K

13,149 +1%

增持

FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF

+$50.0K

9,570 +12%

减持

TSN TYSON FOODS INC

+$44.0K

7,444 -3%

增持

WMT WALMART INC COM

+$44.0K

2,147 +12%

增持

FAAR FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF

-$39.0K

41,344 +3%

增持

FTXO FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF

+$35.0K

7,251 +16%

增持

VGK VANGUARD FTSE EUROPE ETF

+$32.0K

6,185 +4%

增持

PGX INVESCO PREFERRED ETF

+$30.0K

46,529 +5%

增持

FMF FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF

+$28.0K

8,617 +13%

增持

FPXI FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETF

-$28.0K

9,634 +6%

减持

FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS

+$28.0K

4,269 -1%

增持

FDT FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF

+$27.0K

4,892 +11%

减持

SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF

-$26.0K

11,761 -14%

减持

IUSV ISHARES CORE S&P US VALUE ETF

-$24.0K

2,843 -16%

减持

ORLY OREILLY AUTOMOTIVE INC COM

+$18.0K

3,346 -13%

增持

— EXXON MOBIL CORP

+$18.0K

7,284 +0%

增持

FSK FS KKR CAPITAL CORP COM

-$18.0K

17,123 +0%

增持

FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF

+$14.0K

1,879 +7%

减持

MBB ISHARES TRUST MBS ETF

-$7.0K

2,036 -3%

减持

FVD FIRST TR VALUE LINE DIVID INDE SHS

-$4.0K

8,083 -10%

减持

DFAE DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT

-$4.0K

9,282 -2%