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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
$180.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 95 项
建仓 19
增持 31
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$10.5M
42,171
+164%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$6.8M
29,333
+187%
清仓
MINT
PIMCO Enhanced Short Maturity Active ETF
-$5.0M
0
-100%
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
FTSM
FIRST TR EXCHANGE-TRADED FD
-$5.0M
9,556
-90%
增持
IJJ
ISHARES TR
+$4.7M
63,943
+223%
增持
IVE
ISHARES TR
+$4.5M
60,091
+85%
减持
TSLA
TESLA INC
-$4.3M
29,065
-2%
减持
—
PROSHARES TR
-$4.2M
76,384
-76%
建仓
EFA
ISHARES TR
+$3.4M
52,369
减持
AMZN
AMAZON COM INC
-$2.7M
82,892
-3%
增持
DVY
ISHARES TR
+$2.1M
23,309
+246%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.5M
5,825
+111%
建仓
IGLB
ISHARES TR
+$1.5M
29,339
建仓
IGIB
ISHARES TR
+$1.5M
29,419
建仓
IJH
ISHARES TR
+$1.3M
5,482
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.3M
30,725
减持
AAPL
APPLE INC
-$1.3M
116,356
-2%
建仓
IJR
ISHARES TR
+$1.2M
12,785
增持
IYM
ISHARES TR
+$1.0M
14,026
+103%
建仓
SCHV
SCHWAB STRATEGIC TR
+$834.8K
12,644
建仓
PICK
ISHARES INC
+$804.3K
19,618
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$570.9K
105,121
+13%
减持
GOVT
ISHARES TR
-$466.1K
21,477
-49%
增持
FLRN
SPDR SER TR
+$462.0K
37,250
+68%
清仓
HYLS
FIRST TR EXCHANGETRADED FD IV FIRST TR TA HIYL
-$442.0K
0
-100%
建仓
MBB
ISHARES TR
+$440.5K
4,750
增持
ORLY
OREILLY AUTOMOTIVE INC
+$404.4K
2,838
+0%
减持
VUG
VANGUARD INDEX FDS
-$328.0K
2,731
-36%
建仓
F
FORD MTR CO DEL
+$263.3K
22,643
清仓
NVDA
NVIDIA CORPORATION COM
-$258.0K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$256.0K
5,671
建仓
IWS
ISHARES TR
+$256.0K
2,430
清仓
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$244.0K
0
-100%
建仓
PSX
PHILLIPS 66
+$239.1K
2,297
建仓
IYW
ISHARES TR
+$230.7K
3,097
清仓
BP
BP PLC SPONSORED ADR
-$223.0K
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$214.4K
9,769
建仓
—
SPDR SER TR
+$213.3K
2,594
增持
SPY
SPDR S&P 500 ETF TR
+$212.8K
7,078
+1%
建仓
SPEM
SPDR INDEX SHS FDS
+$212.2K
6,438
建仓
LLY
LILLY ELI & CO
+$206.8K
565
建仓
WMB
WILLIAMS COS INC
+$204.1K
6,205
减持
FLOT
ISHARES TR
-$200.5K
73,206
-5%
增持
VHT
VANGUARD WORLD FDS
+$187.4K
2,316
+34%
减持
—
EXXON MOBIL CORP
+$183.7K
8,592
-2%
减持
MDYV
SPDR SER TR
-$180.4K
32,936
-18%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$163.9K
34,106
-10%
增持
IUSB
ISHARES TR
+$142.0K
13,177
+30%
减持
SPYM
SPDR SER TR
+$142.0K
52,157
-1%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$135.2K
30,846
+23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$129.5K
6,697
-2%
减持
ABBV
ABBVIE INC
+$124.6K
5,065
-2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$99.1K
25,186
+9%
增持
EFV
ISHARES TR
+$94.9K
10,197
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$92.2K
1,341
+11%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$91.5K
11,962
-1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$88.9K
36,466
-6%
减持
ITOT
ISHARES TR
+$85.2K
17,337
-0%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$83.4K
14,350
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$81.9K
8,879
+18%
减持
SLYV
SPDR SER TR
+$79.3K
23,987
-5%
减持
ESGU
ISHARES TR
-$76.3K
10,840
-14%
增持
USMV
ISHARES TR
+$72.3K
9,297
+3%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$69.5K
3,481
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$64.4K
5,370
+13%
增持
QQQ
INVESCO QQQ TR
+$59.2K
2,190
+12%
增持
WMT
WALMART INC
+$56.4K
2,337
+10%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$51.3K
5,244
-29%
减持
DFAI
DIMENSIONAL ETF TRUST
+$50.6K
16,839
-2%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$50.1K
12,154
-4%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$49.1K
12,261
+10%
减持
SPDW
SPDR INDEX SHS FDS
+$48.7K
13,932
-1%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$47.9K
6,592
-33%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$45.9K
6,863
+6%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$45.1K
12,480
-4%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$42.5K
10,667
-3%
减持
PFE
PFIZER INC
+$42.5K
5,766
-0%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$35.9K
8,742
-0%
减持
FSK
FS KKR CAP CORP
-$34.2K
12,958
-16%
增持
IRM
IRON MTN INC DEL
+$31.8K
5,131
+1%
减持
EFG
ISHARES TR
+$30.8K
4,296
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$27.9K
8,066
-2%
增持
LOW
LOWES COS INC
+$26.3K
1,653
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$25.7K
17,640
-4%
增持
MSFT
MICROSOFT CORP
+$23.1K
1,627
+3%
减持
COP
CONOCOPHILLIPS
+$16.1K
3,373
-10%
增持
GOOG
ALPHABET INC
-$14.4K
3,850
+4%
增持
SPYG
SPDR SER TR
+$11.2K
11,036
+1%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$10.1K
5,143
-4%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
+$7.6K
2,432
-5%
减持
SPAB
SPDR SER TR
-$6.9K
39,478
-1%
减持
IJS
ISHARES TR
+$5.4K
9,456
-9%
增持
ENPH
ENPHASE ENERGY INC
-$5.3K
1,301
+3%
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$3.5K
12,730
-2%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$2.2K
3,990
-5%
