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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 106 项
建仓 9
增持 30
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
FCUS
TIDAL ETF TR II
+$7.0M
575,075
+135%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
22,890
+131%
减持
IVV
ISHARES TR
-$4.7M
63,643
-11%
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。
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$4.0M
118,721
减持
IVE
ISHARES TR
-$3.0M
16,262
-53%
减持
AAPL
APPLE INC
-$2.6M
112,826
-0%
减持
EFA
ISHARES TR
-$2.5M
52,754
-38%
清仓
—
PROSHARES TR
-$1.7M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$1.6M
6,492
-58%
清仓
—
TIDAL ETF TR II
-$1.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
4,764
+262%
清仓
FLRN
SPDR SER TR
-$1.1M
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.0M
58,586
+55%
减持
IVW
ISHARES TR
-$937.7K
47,389
-20%
清仓
SCHV
SCHWAB STRATEGIC TR
-$763.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$734.6K
8,127
减持
IJR
ISHARES TR
-$703.0K
7,473
-47%
增持
SCHG
SCHWAB STRATEGIC TR
+$690.9K
88,615
+15%
增持
QQQ
INVESCO QQQ TR
+$602.4K
28,284
+10%
减持
VUG
VANGUARD INDEX FDS
-$561.6K
2,919
-39%
减持
TSLA
TESLA INC
-$547.7K
27,766
-3%
清仓
XLRE
SELECT SECTOR SPDR TR
-$539.2K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$533.4K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$531.5K
0
-100%
减持
IEMG
ISHARES INC
-$427.3K
5,829
-59%
减持
XHB
SPDR SER TR
-$417.6K
3,335
-60%
减持
SCHB
SCHWAB STRATEGIC TR
-$411.2K
16,339
-31%
减持
SCHX
SCHWAB STRATEGIC TR
-$410.6K
13,076
-36%
建仓
XLF
SELECT SECTOR SPDR TR
+$374.2K
11,281
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$367.6K
4,272
-34%
建仓
XLC
SELECT SECTOR SPDR TR
+$356.0K
5,430
减持
SMH
VANECK ETF TRUST
-$354.1K
2,147
-51%
减持
IGV
ISHARES TR
-$346.0K
770
-56%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$344.3K
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$339.7K
1,835
-55%
减持
IGLB
ISHARES TR
-$337.1K
72,254
-0%
建仓
TFLO
ISHARES TR
+$323.9K
6,384
清仓
ESGU
ISHARES TR
-$316.2K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$310.9K
0
-100%
减持
GOVT
ISHARES TR
-$297.2K
10,836
-54%
减持
AMZN
AMAZON COM INC
-$276.5K
70,739
-1%
建仓
OIH
VANECK ETF TRUST
+$274.3K
795
减持
IYW
ISHARES TR
-$273.1K
12,785
-14%
清仓
LLY
LILLY ELI & CO
-$266.8K
0
-100%
清仓
PFE
PFIZER INC
-$263.9K
0
-100%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$245.6K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$244.2K
3,881
-2%
清仓
MDYV
SPDR SER TR
-$230.9K
0
-100%
清仓
TLT
ISHARES TR
-$227.4K
0
-100%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$225.0K
11,094
建仓
FXN
FIRST TR EXCHANGE TRADED FD
+$224.9K
12,912
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$218.9K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$212.7K
5,569
+47%
建仓
PSX
PHILLIPS 66
+$212.1K
1,765
清仓
SPYD
SPDR SER TR
-$211.4K
0
-100%
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$207.4K
0
-100%
清仓
IUSV
ISHARES TR
-$205.4K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$205.3K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$203.2K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$190.0K
16,808
+20%
减持
XLI
SELECT SECTOR SPDR TR
-$182.3K
3,491
-30%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$173.4K
8,222
-28%
减持
SCHZ
SCHWAB STRATEGIC TR
-$140.2K
20,695
-9%
减持
ITOT
ISHARES TR
-$137.9K
16,130
-5%
减持
DFSD
DIMENSIONAL ETF TRUST
-$134.3K
5,319
-35%
减持
EFG
ISHARES TR
-$131.0K
5,172
-15%
减持
QUAL
ISHARES TR
-$118.3K
3,863
-17%
增持
SPYM
SPDR SER TR
+$105.7K
56,073
+8%
减持
IUSB
ISHARES TR
-$103.3K
13,191
-12%
减持
IJJ
ISHARES TR
-$97.2K
7,649
-6%
增持
EFV
ISHARES TR
+$90.9K
10,093
+23%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$86.9K
7,206
+14913%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$83.3K
123,042
+7%
增持
—
EXXON MOBIL CORP
+$77.5K
7,427
+0%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$76.1K
36,197
+6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$74.7K
14,053
+37%
减持
SPYG
SPDR SER TR
-$68.2K
12,939
-5%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$64.7K
12,851
+15%
减持
MSFT
MICROSOFT CORP
-$62.0K
693
-16%
减持
USMV
ISHARES TR
-$58.5K
9,483
-5%
增持
TIP
ISHARES TR
+$53.3K
9,526
+10%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$50.6K
12,617
-6%
增持
IGIB
ISHARES TR
-$48.8K
30,063
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$36.4K
15,883
-4%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$34.8K
4,984
-2%
增持
SPAB
SPDR SER TR
-$32.2K
41,697
+1%
减持
WMT
WALMART INC
-$28.8K
1,792
-11%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$28.2K
13,704
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$23.1K
12,748
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$21.8K
3,164
+1%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$20.3K
9,393
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$18.2K
7,115
+8%
增持
IJH
ISHARES TR
-$17.3K
5,907
+4%
增持
FXH
FIRST TR EXCHANGE TRADED FD
-$17.1K
3,738
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$15.6K
4,310
+0%
减持
IRM
IRON MTN INC DEL
+$12.6K
5,173
-0%
增持
DVY
ISHARES TR
-$11.4K
4,904
+3%
减持
SPEM
SPDR INDEX SHS FDS
-$10.5K
7,057
-2%
增持
VHT
VANGUARD WORLD FDS
-$8.8K
2,224
+2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$8.8K
9,590
-0%
增持
WMB
WILLIAMS COS INC
+$7.5K
6,285
+0%
减持
FSK
FS KKR CAP CORP
-$5.1K
11,428
-5%
增持
MBB
ISHARES TR
+$5.1K
6,637
+6%
增持
LOW
LOWES COS INC
+$3.8K
1,813
+10%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.4K
31,187
-5%
