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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 115 项
建仓 23
增持 33
减持 42
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$13.0M
71,889
+55%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.9M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.7M
76,760
+145%
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
AAPL
APPLE INC
+$3.0M
112,887
-2%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.9M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.7M
15,484
清仓
IEFA
ISHARES TR
-$2.2M
0
-100%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$2.1M
13,737
-70%
清仓
FNK
FIRST TR EXCHANGE-TRADED ALP
-$2.0M
0
-100%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$2.0M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.8M
71,102
-2%
增持
TSLA
TESLA INC
+$1.6M
28,633
+2%
建仓
IJH
ISHARES TR
+$1.5M
5,699
建仓
IJR
ISHARES TR
+$1.4M
14,129
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$1.3M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.3M
25,799
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
9,906
+24%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
6,439
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$1.0M
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.0M
13,680
清仓
IJK
ISHARES TR
-$992.9K
0
-100%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$933.9K
2,273
-82%
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$906.3K
0
-100%
增持
IGLB
ISHARES TR
+$855.0K
72,612
+32%
增持
VUG
VANGUARD INDEX FDS
+$820.0K
4,794
+123%
清仓
ABBV
ABBVIE INC
-$817.7K
0
-100%
建仓
XHB
SPDR SER TR
+$672.9K
8,380
建仓
SMH
VANECK ETF TRUST
+$665.4K
4,370
建仓
QUAL
ISHARES TR
+$627.4K
4,652
增持
—
TIDAL ETF TR II
+$615.5K
59,430
+41%
建仓
IGV
ISHARES TR
+$608.8K
1,760
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$606.3K
4,120
增持
SCHB
SCHWAB STRATEGIC TR
+$564.7K
23,707
+72%
增持
SCHX
SCHWAB STRATEGIC TR
+$561.1K
20,474
+94%
清仓
IYR
ISHARES TR
-$540.0K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$539.2K
14,307
建仓
XLI
SELECT SECTOR SPDR TR
+$536.2K
4,996
建仓
XLB
SELECT SECTOR SPDR TR
+$533.4K
6,437
建仓
XLY
SELECT SECTOR SPDR TR
+$531.5K
3,130
减持
ESGU
ISHARES TR
-$505.9K
3,244
-64%
建仓
XLV
SELECT SECTOR SPDR TR
+$504.2K
3,799
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$503.4K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$468.3K
0
-100%
减持
IJJ
ISHARES TR
-$461.9K
8,114
-37%
增持
IEMG
ISHARES INC
+$384.5K
14,298
+118%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$381.0K
8,219
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$380.3K
48
-100%
增持
IVE
ISHARES TR
+$379.5K
34,294
+1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$344.3K
1,355
增持
GOVT
ISHARES TR
+$321.9K
23,406
+156%
清仓
—
SPDR SER TR
-$313.0K
0
-100%
增持
EFA
ISHARES TR
+$309.2K
85,189
+4%
增持
SPYM
SPDR SER TR
+$289.5K
52,054
+3%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$274.4K
11,185
+58%
建仓
LLY
LILLY ELI & CO
+$266.8K
569
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$253.0K
115,265
-3%
清仓
TLH
ISHARES TR
-$250.2K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$245.6K
13,193
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$237.8K
9,772
-53%
建仓
TLT
ISHARES TR
+$227.4K
2,209
清仓
PSX
PHILLIPS 66
-$215.7K
0
-100%
减持
—
PROSHARES TR
-$210.4K
123,925
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$207.8K
605
-55%
建仓
IUSV
ISHARES TR
+$205.4K
2,625
建仓
WMB
WILLIAMS COS INC
+$204.3K
6,260
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$203.2K
95
清仓
IWS
ISHARES TR
-$201.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$194.1K
824
-50%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$186.6K
13,952
+18%
减持
NVDA
NVIDIA CORPORATION
+$186.5K
1,316
-1%
减持
IYW
ISHARES TR
+$170.2K
14,830
-5%
减持
GOOG
ALPHABET INC
-$154.1K
1,950
-48%
增持
EFG
ISHARES TR
+$153.5K
6,051
+34%
减持
VTI
VANGUARD INDEX FDS
-$140.8K
1,125
-41%
减持
ONEQ
FIDELITY COMWLTH TR
-$135.2K
37,726
-17%
减持
ITOT
ISHARES TR
+$121.7K
16,938
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$120.9K
6,558
+48%
增持
SPYG
SPDR SER TR
+$119.3K
13,689
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$116.5K
22,867
+14%
减持
—
EXXON MOBIL CORP
-$107.9K
7,420
-10%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$89.5K
3,948
-9%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$85.8K
32,976
-7%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$76.4K
34,187
-2%
减持
ENPH
ENPHASE ENERGY INC
-$68.2K
1,226
-6%
减持
FCUS
TIDAL ETF TR II
+$67.1K
244,194
-1%
减持
EFV
ISHARES TR
-$56.7K
8,233
-13%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$39.3K
5,105
-1%
减持
SPAB
SPDR SER TR
-$38.8K
41,274
-2%
增持
IUSB
ISHARES TR
+$38.8K
14,954
+8%
增持
PICK
ISHARES INC
-$35.5K
19,965
+1%
减持
IVW
ISHARES TR
+$35.1K
59,308
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$33.2K
11,373
+2%
增持
WMT
WALMART INC
+$32.1K
2,007
+4%
增持
SPEM
SPDR INDEX SHS FDS
+$27.9K
7,195
+12%
增持
PFE
PFIZER INC
+$26.3K
7,194
+24%
减持
MDYV
SPDR SER TR
-$25.8K
3,357
-14%
增持
IRM
IRON MTN INC DEL
+$21.8K
5,190
+1%
减持
VHT
VANGUARD WORLD FDS
-$20.0K
2,172
-6%
增持
TIP
ISHARES TR
-$20.0K
8,685
+0%
增持
USMV
ISHARES TR
+$19.1K
10,021
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$19.0K
3,146
-5%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$18.4K
13,383
-2%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$16.9K
9,199
-5%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$14.9K
11,421
-4%
增持
DVY
ISHARES TR
-$14.8K
4,760
+1%
增持
IGIB
ISHARES TR
-$12.8K
29,886
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$11.0K
12,860
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$8.1K
4,377
-7%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$5.0K
4,299
-3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.8K
16,514
-1%
增持
MBB
ISHARES TR
-$3.2K
6,265
+1%
减持
FSK
FS KKR CAP CORP
-$2.7K
11,999
-5%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.4K
9,602
-1%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$604
3,511
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$535
10,265
-8%
