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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 106 项
建仓 18
增持 39
减持 34
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$8.6M
3,309
-89%
增持
QQQ
INVESCO QQQ TR
+$7.7M
25,667
+1072%
建仓
FCUS
TIDAL ETF TR II
+$5.3M
245,989
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
IJJ
ISHARES TR
-$5.1M
12,953
-80%
建仓
IVW
ISHARES TR
+$4.1M
64,876
减持
AAPL
APPLE INC
+$3.8M
114,730
-1%
清仓
FLOT
ISHARES TR
-$3.7M
0
-100%
减持
IVE
ISHARES TR
-$3.6M
33,924
-44%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.3M
65,799
+589%
增持
IVV
ISHARES TR
+$2.9M
46,408
+10%
增持
EFA
ISHARES TR
+$2.4M
82,033
+57%
减持
TSLA
TESLA INC
+$2.3M
28,180
-3%
减持
DVY
ISHARES TR
-$2.3M
4,728
-80%
建仓
IEFA
ISHARES TR
+$2.2M
32,344
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$2.1M
45,133
+215%
建仓
FNK
FIRST TR EXCHANGE-TRADED ALP
+$2.0M
46,730
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.0M
31,320
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$2.0M
31,065
减持
MDYV
SPDR SER TR
-$1.9M
3,884
-88%
清仓
SLYV
SPDR SER TR
-$1.8M
0
-100%
清仓
IYM
ISHARES TR
-$1.8M
0
-100%
增持
IGLB
ISHARES TR
+$1.4M
55,128
+88%
清仓
IJH
ISHARES TR
-$1.3M
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
4,337
+53%
增持
IYW
ISHARES TR
+$1.2M
15,562
+402%
清仓
IJR
ISHARES TR
-$1.2M
0
-100%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$1.0M
9,680
建仓
IJK
ISHARES TR
+$992.9K
13,885
建仓
—
TIDAL ETF TR II
+$988.5K
42,030
建仓
TIP
ISHARES TR
+$954.7K
8,660
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$943.5K
0
-100%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$939.3K
12,815
+427%
增持
ONEQ
FIDELITY COMWLTH TR
+$916.6K
45,368
+48%
建仓
FYT
FIRST TR EXCHANGE-TRADED ALP
+$906.3K
19,835
清仓
IJS
ISHARES TR
-$863.4K
0
-100%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$746.4K
23,328
+119%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$727.3K
118,602
+13%
增持
—
PROSHARES TR
+$706.0K
128,696
+68%
增持
SPY
SPDR S&P 500 ETF TR
+$565.5K
7,993
+13%
建仓
IYR
ISHARES TR
+$540.0K
6,360
减持
AMZN
AMAZON COM INC
+$510.5K
72,354
-13%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$468.3K
3,238
清仓
COP
CONOCOPHILLIPS
-$398.1K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$386.5K
16,871
-33%
建仓
NVDA
NVIDIA CORPORATION
+$370.4K
1,333
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$354.2K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$337.8K
0
-100%
建仓
IEMG
ISHARES INC
+$320.2K
6,563
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$316.0K
6,316
+8%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$282.1K
0
-100%
减持
GOVT
ISHARES TR
-$273.8K
9,158
-57%
清仓
F
FORD MTR CO DEL
-$263.3K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$263.0K
13,812
+56%
增持
SCHX
SCHWAB STRATEGIC TR
+$255.0K
10,566
+86%
建仓
TLH
ISHARES TR
+$250.2K
2,184
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$242.0K
4,431
建仓
SPYD
SPDR SER TR
+$216.6K
5,700
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$212.1K
0
-100%
清仓
LLY
LILLY ELI & CO
-$206.8K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$204.1K
0
-100%
增持
SPYG
SPDR SER TR
+$156.7K
12,932
+17%
增持
MBB
ISHARES TR
+$146.9K
6,201
+31%
增持
SCHZ
SCHWAB STRATEGIC TR
+$133.7K
20,017
+13%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$128.3K
11,210
+39%
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$111.6K
20,940
+64%
减持
SCHV
SCHWAB STRATEGIC TR
-$105.0K
11,128
-12%
增持
—
SPDR SER TR
+$99.8K
3,725
+44%
减持
ESGU
ISHARES TR
-$96.7K
9,088
-16%
增持
SPAB
SPDR SER TR
+$93.9K
42,108
+7%
增持
MSFT
MICROSOFT CORP
+$84.8K
1,647
+1%
减持
SPYM
SPDR SER TR
+$77.0K
50,323
-4%
增持
IGIB
ISHARES TR
+$67.6K
29,722
+1%
减持
ITOT
ISHARES TR
+$65.2K
16,957
-2%
增持
EFG
ISHARES TR
+$64.0K
4,524
+5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$63.8K
13,637
+9%
增持
PFE
PFIZER INC
-$57.9K
5,824
+1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$56.4K
35,617
-2%
增持
USMV
ISHARES TR
+$55.4K
9,977
+7%
减持
IWS
ISHARES TR
-$54.1K
1,900
-22%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$53.9K
7,058
+3%
增持
IUSB
ISHARES TR
+$49.1K
13,894
+5%
减持
GOOG
ALPHABET INC
+$48.4K
3,750
-3%
减持
WMT
WALMART INC
-$48.1K
1,922
-18%
减持
VUG
VANGUARD INDEX FDS
-$45.5K
2,151
-21%
减持
—
EXXON MOBIL CORP
-$44.0K
8,241
-4%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$40.6K
9,716
+11%
增持
PICK
ISHARES INC
+$39.0K
19,740
+1%
减持
FLRN
SPDR SER TR
-$36.5K
36,002
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$35.6K
11,803
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$33.4K
4,701
-12%
减持
DFAI
DIMENSIONAL ETF TRUST
+$25.7K
16,600
-1%
增持
FXN
FIRST TR EXCHANGE TRADED FD
-$23.7K
32,439
+5%
减持
PSX
PHILLIPS 66
-$23.3K
2,128
-7%
减持
VHT
VANGUARD WORLD FDS
-$22.6K
2,314
-0%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$21.3K
11,864
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$20.5K
4,433
-15%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$20.0K
34,986
+3%
增持
IRM
IRON MTN INC DEL
+$17.3K
5,162
+1%
减持
SPDW
SPDR INDEX SHS FDS
+$15.8K
13,370
-4%
减持
DFAE
DIMENSIONAL ETF TRUST
+$9.4K
9,724
-0%
减持
EFV
ISHARES TR
-$8.3K
9,470
-7%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$7.6K
5,135
-0%
减持
SPEM
SPDR INDEX SHS FDS
+$7.3K
6,430
-0%
减持
FSK
FS KKR CAP CORP
+$6.1K
12,585
-3%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$1.2K
3,531
+1%
增持
ABBV
ABBVIE INC
-$964
5,131
+1%
