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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 89 项建仓 6增持 39减持 31清仓 13

方向

标的

Δ市值

现股数(环比)

增持

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

+$5.0M

93,512 +922%

建仓

MINT PIMCO Enhanced Short Maturity Active ETF

+$5.0M

50,480

减持

IVE ISHARES SP 500 VALUE ETF

-$4.2M

32,528

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

IJS ISHARES SP SMALLCAP 600 VALUE INDEX FUND

-$3.9M

10,402 -80%

减持

IJJ ISHARES TRUST S P MID CAPITAL

-$3.9M

19,824 -67%

增持

— PROSHARES SHORT SP 500 ETF

+$3.4M

314,940 +149%

减持

FLOT ISHARES TR FLTG RATE NT ETF

-$2.8M

77,280 -42%

增持

TSLA TESLA INC COM

+$1.7M

29,566 +225%

增持

SPY SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

+$1.6M

6,982 +204%

清仓

IJH ISHARES S&P MIDCAP 400 INDEX FUND

-$1.6M

0 -100%

清仓

USB US BANCORP

-$1.6M

0 -100%

增持

AMZN AMAZON.COM INC

+$1.3M

85,898 +8%

建仓

MDY SPDR SP MIDCAP 400 ETF

+$1.1M

2,766

清仓

IYR ISHARES U S REAL ESTATE ETF

-$1.0M

0 -100%

建仓

VUG VANGUARD GROWTH ETF

+$910.0K

4,251

增持

AAPL APPLE INC

+$838.0K

118,444 +4%

减持

IRM IRON MTN INC DEL COM

-$836.0K

5,098 -77%

减持

IYM ISHARES TRUST DJ US BAS

-$801.0K

6,903 -47%

清仓

PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF

-$785.0K

0 -100%

清仓

TSN TYSON FOODS INC

-$659.0K

0 -100%

减持

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

-$653.0K

1,904 -64%

减持

ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF

-$558.0K

17,407 -25%

清仓

SCHX SCHWAB US LARGE CAP ETF

-$498.0K

0 -100%

清仓

CVX CHEVRON CORP NEW COM

-$486.0K

0 -100%

减持

DIA SPDR DOW JONES INDL AVERAGE ET UT SER 1

-$470.0K

10,209 -8%

清仓

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

-$446.0K

0 -100%

清仓

FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF

-$416.0K

0 -100%

减持

MSFT MICROSOFT CORP

-$357.0K

1,576 -44%

增持

GOOG ALPHABET INC CAP STK CL C

-$346.0K

3,700 +1053%

减持

SCHB SCHWAB US BROAD MARKET ETF

-$321.0K

7,536 -48%

建仓

FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF

+$309.0K

3,181

增持

IVV ISHARES CORE SP 500 ETF

-$298.0K

15,983 +0%

建仓

TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF

+$282.0K

6,457

减持

SLYV SPDR SP 600 SMALL CAP VALUE ETF

-$256.0K

25,341 -6%

增持

FIXD FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF

-$245.0K

92,925 +0%

建仓

EELV INVESCO EXCHANGE TRADED FUND T SP EMRNG MKTS ETF

+$233.0K

11,113

清仓

FALN ISHARES TRUST FALN ANGLS USD ETF

-$232.0K

0 -100%

清仓

SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

-$220.0K

0 -100%

清仓

DFAE DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT

-$220.0K

0 -100%

清仓

PSX PHILLIPS 66 COM

-$203.0K

0 -100%

减持

ORLY OREILLY AUTOMOTIVE INC COM

+$200.0K

2,831 -0%

增持

VHT VANGUARD HEALTH CARE ETF

+$180.0K

1,730 +97%

增持

SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE ETF

+$173.0K

40,024 +28%

增持

GOVT ISHARES TRUST US TREAS BD ETF

+$144.0K

41,923 +24%

减持

FXR FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF

-$127.0K

11,025 -16%

减持

FTGC FIRST TR EXCHANGETRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD

-$123.0K

38,753 -6%

减持

EFV ISHARES MSCI EAFE VALUE ETF

-$121.0K

9,687 -15%

减持

FAAR FIRST TRUST EXCHANGETRADED FU ALT ABSLT STRG ETF

-$118.0K

38,069 -2%

减持

NVDA NVIDIA CORPORATION COM

-$103.0K

2,129 -11%

减持

ENPH ENPHASE ENERGY INC

+$96.0K

1,262 -3%

增持

COP CONOCOPHILLIPS COM

+$95.0K

3,731 +17%

增持

SPYM SPDR SERIES TRUST PORTFOLIO SP 500 ETF

-$63.0K

52,488 +3%

增持

ABBV ABBVIE INC COM USD0.01

-$63.0K

5,170 +5%

减持

SCHZ SCHWAB US AGGREGATE BONDETF

-$61.0K

18,337 -2%

增持

FTA FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS

-$58.0K

14,929 +1%

减持

ESGU ISHARES TRUST ESG AWARE MSCI USA ETF

-$58.0K

12,534 -0%

减持

FLRN SPDR BLOOMBERG INT GRD FLT RT ETF

-$57.0K

22,125 -8%

增持

— EXXON MOBIL CORP

+$56.0K

8,745 +6%

减持

FSK FS KKR CAPITAL CORP COM

-$55.0K

15,395 -5%

减持

SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF

-$55.0K

14,140 -3%

减持

VGK VANGUARD FTSE EUROPE ETF

-$51.0K

7,417 -0%

增持

DVY ISHARES SELECT DIVIDEND ETF

+$44.0K

6,742 +17%

增持

FDT FIRST TRUST EXCHANGETRADED AL DEV MRK EX US ETF

-$43.0K

12,652 +6%

增持

DFAI DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M

-$43.0K

17,209 +0%

增持

EFG ISHARES MSCI EAFE GROWTHETF

+$42.0K

4,541 +27%

减持

FMF FIRST TR EXCHANGETRADED FD V MNGD FUTRS STRGY ETF

-$41.0K

8,779 -8%

增持

PFE PFIZER INC

-$37.0K

5,778 +4%

增持

FTCS FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF

-$34.0K

12,117 +1%

减持

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

-$32.0K

23,123 -1%

减持

IUSB ISHARES TRUST CORE TOTAL USD ETF

-$32.0K

10,123 -2%

增持

FEP FIRST TRUST EXCHANGETRADED AL EUROPE ALPHADEX ETF

-$27.0K

9,874 +8%

增持

FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF

+$24.0K

25,144 +1%

增持

FVD FIRST TR VALUE LINE DIVID INDE SHS

-$21.0K

8,222 +1%

增持

RDVY FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV

-$21.0K

12,934 +1%

减持

FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS

-$20.0K

4,219 -1%

增持

IBM INTERNATIONAL BUS MACH CORP COM USD0.20

+$19.0K

6,854 +22%

增持

QQQ INVESCO QQQ TR UNIT SER 1

-$18.0K

1,961 +1%

增持

SCHP SCHWAB STRATEGIC TR US TIPS ETF

-$18.0K

4,709 +0%

增持

SPYG SPDR SERIES TRUST PRTFLO SP500 GW ETF

-$17.0K

10,937 +1%

减持

SCHM CHARLES SCHWAB US MC ETF

-$11.0K

4,752 -0%

增持

FTXO FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF

+$11.0K

13,000 +4%

增持

QQEW FIRST TRUST PORTFOLIOS SHS ETF

-$10.0K

4,206 +1%

增持

USMV ISHARES TR MSCI USA MIN VOL

+$7.0K

9,050 +7%

减持

WMT WALMART INC COM

+$7.0K

2,123 -4%

增持

FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF

-$6.0K

2,568 +1%

增持

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

-$4.0K

1,207 +1%

增持

MDYV SPDR SP 400 MID CAP VALUE ETF

+$4.0K

39,982 +5%

增持

FTC FIRST TRUST EXCHANGETRADED AL COM SHS ETF

-$1.0K

5,382 +3%

增持

HYLS FIRST TR EXCHANGETRADED FD IV FIRST TR TA HIYL

+$0

11,534 +2%