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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 120 项建仓 10增持 34减持 37清仓 39

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES CORE S&P 500 ETF

-$10.5M

15,904 -56%

减持

IYR ISHARES U S REAL ESTATE ETF

-$4.9M

11,116 -80%

增持

AMZN AMAZON.COM INC

-$4.8M

79,492

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。

减持

IVE ISHARES S&P 500 VALUE ETF

-$4.7M

60,702 -27%

减持

TSLA TESLA INC COM

-$4.4M

9,087 -7%

减持

SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

-$4.2M

2,300 -80%

减持

DIA SPDR DOW JONES INDL AVERAGE ET UT SER 1

-$3.6M

11,056 -45%

增持

AAPL APPLE INC

-$2.9M

113,594 +7%

减持

IJH ISHARES S&P MIDCAP 400 INDEX FUND

-$2.2M

7,102 -50%

建仓

— PROSHARES SHORT S&P 500 ETF

+$2.1M

126,630

清仓

DVN DEVON ENERGY CORP NEW

-$2.1M

0 -100%

建仓

SLYV SPDR S&P 600 SMALL CAP VALUE ETF

+$2.0M

27,023

增持

MDYV SPDR S&P 400 MID CAP VALUE ETF

+$1.8M

38,154 +459%

减持

IYM ISHARES TRUST DJ US BAS

-$1.6M

13,145 -38%

清仓

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF

-$1.6M

0 -100%

减持

IJJ ISHARES TRUST S & P MID CAPITAL

-$1.6M

59,849 -9%

减持

IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND

-$1.3M

53,123 -10%

减持

SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF

-$1.2M

51,128 -22%

清仓

HYG ISHARES TR IBOXX HI YD ETF

-$1.2M

0 -100%

清仓

O REALTY INCOME CORP COM

-$824.0K

0 -100%

清仓

CUBE CUBESMART

-$822.0K

0 -100%

清仓

TIP ISHARES TIPS BOND ETF

-$801.0K

0 -100%

建仓

IBM INTERNATIONAL BUS MACH CORP COM USD0.20

+$795.0K

5,634

建仓

PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF

+$785.0K

43,534

清仓

IJR ISHARES CORE SP SMALLCAP E

-$747.0K

0 -100%

清仓

— Marathon Oil Corporation

-$673.0K

0 -100%

清仓

ON ON Semiconductor Corporation

-$667.0K

0 -100%

减持

CVX CHEVRON CORP NEW COM

-$662.0K

3,355 -52%

清仓

FANG Diamondback Energy Inc.

-$658.0K

0 -100%

清仓

AA Alcoa Corporation

-$658.0K

0 -100%

清仓

EOG EOG Resources Inc.

-$650.0K

0 -100%

减持

SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF

-$564.0K

14,559 -49%

清仓

PICK ISHARES INC MSCI GBL ETF NEW

-$561.0K

0 -100%

清仓

FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF

-$511.0K

0 -100%

清仓

MPC MARATHON PETROLEUM CORP COM USD0.01

-$463.0K

0 -100%

减持

NVDA NVIDIA CORP

-$460.0K

2,381 -21%

减持

VGK VANGUARD FTSE EUROPE ETF

-$451.0K

7,435 -45%

建仓

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$446.0K

3,324

清仓

QTEC FIRST TRUST PORTFOLIOS SHS ETF

-$445.0K

0 -100%

建仓

HYLS FIRST TR EXCHANGE-TRADED FD IV FIRST TR TA HIYL

+$442.0K

11,281

减持

SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE ETF

-$434.0K

31,364 -31%

减持

ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF

-$424.0K

23,189 -1%

增持

FLRN SPDR BLOOMBERG INT GRD FLT RT ETF

+$411.0K

24,130 +133%

增持

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

+$407.0K

23,328 +59%

清仓

IVW ISHARES SP 500 GROWTH ETF IV

-$396.0K

0 -100%

清仓

EXC Exelon Corporation

-$392.0K

0 -100%

增持

FLOT ISHARES TR FLTG RATE NT ETF

+$390.0K

133,595 +7%

减持

FIXD FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF

-$390.0K

92,535 -2%

减持

COP CONOCOPHILLIPS COM

-$383.0K

3,200 -52%

清仓

— PIONEER NATURAL RESOURCES CO COM USD0.01

-$383.0K

0 -100%

清仓

QCOM QUALCOMM INC

-$379.0K

0 -100%

清仓

HAL Halliburton Company

-$377.0K

0 -100%

减持

— EXXON MOBIL CORP

-$376.0K

8,271 -37%

清仓

UPS UNITED PARCEL SERVICE INC

-$368.0K

0 -100%

清仓

GOVI INVSC 1 30 LADDERED TRSURY ETF

-$360.0K

0 -100%

清仓

SLB Schlumberger N.V.

-$359.0K

0 -100%

清仓

— Cerner Corporation

-$357.0K

0 -100%

清仓

CVS CVS Health Corporation

-$355.0K

0 -100%

清仓

IYW ISHARES TRUST U.S. TECH ETF

-$345.0K

0 -100%

清仓

SCHW Charles Schwab Corporation The

-$339.0K

0 -100%

减持

FEP FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF

-$337.0K

9,149 -43%

清仓

OXY OCCIDENTAL PETE CORP COM

-$334.0K

0 -100%

建仓

LOW LOWES COMPANIES INC

+$282.0K

1,612

减持

SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

-$281.0K

6,339 -51%

清仓

FXD FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF

-$276.0K

0 -100%

建仓

ENPH ENPHASE ENERGY INC

+$254.0K

1,301

清仓

SPMD SPDR SERIES TRUST PORTFOLIO SP 400 MID CAP ETF

-$253.0K

0 -100%

清仓

VUG VANGUARD GROWTH ETF

-$252.0K

0 -100%

减持

GOOG ALPHABET INC CAP STK CL C

-$242.0K

321 -5%

清仓

DIS DISNEY WALT CO COM

-$239.0K

0 -100%

清仓

SPSM SPDR PORTFOLIO SP 600 SM CAP ETF

-$232.0K

0 -100%

清仓

IUSV ISHARES CORE SP US VALUE ETF

-$231.0K

0 -100%

增持

ABBV ABBVIE INC COM USD0.01

+$231.0K

4,942 +52%

清仓

SCHA SCHWAB STRATEGIC TR US SML CAP ETF

-$214.0K

0 -100%

清仓

WMB WILLIAMS COS INC COM

-$214.0K

0 -100%

清仓

IGIB ISHARES TR ISHS 510YR INVT

-$212.0K

0 -100%

减持

SCHX SCHWAB US LARGE CAP ETF

-$208.0K

11,145 -15%

减持

FAAR FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF

-$207.0K

38,998 -12%

建仓

VHT VANGUARD HEALTH CARE ETF

+$207.0K

877

减持

SCHB SCHWAB US BROAD MARKET ETF

-$205.0K

14,421 -9%

清仓

FEM FIRST TRUST EXCHANGETRADED AL EMERG MKT ALPH ETF

-$205.0K

0 -100%

建仓

PSX PHILLIPS 66 COM

+$203.0K

2,472

减持

ORLY OREILLY AUTOMOTIVE INC COM

-$197.0K

2,835 -2%

减持

IRM IRON MOUNTAIN INC COM USD0.01

-$176.0K

21,772 -2%

减持

MSFT MICROSOFT CORP

-$167.0K

2,821 -2%

增持

ESGU ISHARES TRUST ESG AWARE MSCI USA ETF

-$145.0K

12,552 +6%

增持

SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF

-$142.0K

10,810 +1%

增持

FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF

-$130.0K

3,272 +13%

减持

EFG ISHARES MSCI EAFE GROWTHETF

-$129.0K

3,572 -17%

增持

QQEW FIRST TRUST PORTFOLIOS SHS ETF

+$101.0K

4,150 +70%

增持

FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS

-$99.0K

14,791 +2%

减持

EFV ISHARES MSCI EAFE VALUE ETF

-$85.0K

11,379 -1%

增持

RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV

-$83.0K

12,814 +3%

增持

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

+$82.0K

1,194 +73%

增持

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

+$78.0K

11,961 +40%

增持

FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF

+$76.0K

24,957 +36%

增持

DFAI DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M

+$74.0K

17,139 +42%

减持

DVY ISHARES SELECT DIVIDEND ETF

-$69.0K

5,771 -1%

增持

FXR FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF

-$67.0K

13,164 +6%

减持

WMT WALMART INC COM

-$64.0K

2,204 -1%

增持

FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD

-$64.0K

41,300 +0%

增持

FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF

-$63.0K

5,232 +7%

减持

FSK FS KKR CAPITAL CORP COM

-$60.0K

16,252 -1%

增持

USMV ISHARES TR MSCI USA MIN VOL

-$56.0K

8,424 +1%

增持

SCHM CHARLES SCHWAB US MC ETF

-$56.0K

4,760 +2%

增持

PFE PFIZER INC

+$55.0K

5,534 +22%

增持

SCHZ SCHWAB US AGGREGATE BONDETF

+$52.0K

18,626 +12%

增持

FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF

+$42.0K

11,994 +18%

减持

FALN ISHARES TRUST FALN ANGLS USD ETF

-$38.0K

9,406 -3%

增持

FTXO FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF

-$37.0K

12,532 +10%

增持

GOVT ISHARES TRUST US TREAS BD ETF

-$31.0K

33,884 +0%

增持

DFAE DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT

-$25.0K

9,506 +2%

增持

FVD FIRST TR VALUE LINE DIVID INDE SHS

-$24.0K

8,127 +1%

增持

QQQ INVESCO QQQ TR UNIT SER 1

-$23.0K

1,933 +24%

增持

FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF

-$22.0K

2,533 +6%

增持

SCHP SCHWAB STRATEGIC TR US TIPS ETF

+$22.0K

4,691 +19%

减持

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

+$14.0K

9,563 -3%

增持

TSN TYSON FOODS INC

-$10.0K

7,660 +3%

增持

IUSB ISHARES TRUST CORE TOTAL USD ETF

-$9.0K

10,292 +4%

减持

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

-$2.0K

9,147 -0%