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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 98 项
建仓 13
增持 37
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$14.0M
27,851
-75%
减持
IVV
ISHARES TR
-$7.3M
41,973
-34%
减持
AMZN
AMAZON COM INC
-$6.1M
19,040
-73%
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
TSLA
TESLA INC
-$4.3M
10,503
-62%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.1M
13,616
+330%
建仓
SPYV
SPDR SER TR
+$4.0M
85,635
建仓
SLYG
SPDR SER TR
+$4.0M
47,335
增持
FCUS
TIDAL ETF TR II
+$2.4M
608,633
+6%
增持
QQQ
INVESCO QQQ TR
+$2.1M
29,970
+6%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
152,386
+28%
清仓
IJH
ISHARES TR
-$1.5M
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.5M
8,200
增持
ONEQ
FIDELITY COMWLTH TR
+$1.3M
72,967
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
23,128
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
90,769
+2%
减持
EFA
ISHARES TR
-$1.0M
34,724
-34%
清仓
TIP
ISHARES TR
-$988.0K
0
-100%
增持
IVW
ISHARES TR
+$975.1K
56,158
+19%
建仓
XLB
SELECT SECTOR SPDR TR
+$957.8K
11,197
增持
XLK
SELECT SECTOR SPDR TR
+$879.2K
10,097
+56%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$748.5K
0
-100%
清仓
IJR
ISHARES TR
-$704.9K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$641.9K
8,736
+150%
增持
XLF
SELECT SECTOR SPDR TR
+$609.4K
26,159
+132%
建仓
SHV
ISHARES TR
+$581.9K
5,284
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$514.9K
127,551
+4%
减持
VUG
VANGUARD INDEX FDS
-$459.4K
1,079
-63%
建仓
LMT
LOCKHEED MARTIN CORP
+$432.7K
955
建仓
SHY
ISHARES TR
+$422.1K
5,145
建仓
BIL
SPDR SER TR
+$402.1K
4,400
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$384.9K
17,253
+34%
建仓
HAL
HALLIBURTON CO
+$372.9K
10,315
清仓
XLC
SELECT SECTOR SPDR TR
-$356.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$354.1K
20,991
+28%
增持
IVE
ISHARES TR
+$330.2K
16,286
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$329.9K
17,581
+34%
减持
SPYM
SPDR SER TR
+$284.4K
55,503
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$274.5K
5,487
-32%
清仓
OIH
VANECK ETF TRUST
-$274.3K
0
-100%
增持
IYW
ISHARES TR
+$270.8K
13,134
+3%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$263.2K
3,019
+65%
清仓
XHB
SPDR SER TR
-$255.4K
0
-100%
清仓
GOVT
ISHARES TR
-$238.8K
0
-100%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$235.3K
5,549
建仓
TLT
ISHARES TR
+$230.9K
2,335
减持
XLV
SELECT SECTOR SPDR TR
-$225.4K
3,604
-35%
建仓
FTXO
FIRST TR EXCHANGE-TRADED FD
+$224.7K
8,896
减持
NVDA
NVIDIA CORPORATION
+$205.3K
4,600
-3%
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$200.4K
9,055
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$181.4K
9,971
-27%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$175.6K
2,714
-36%
增持
SMH
VANECK ETF TRUST
+$168.4K
2,743
+28%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$168.4K
17,566
+5%
增持
IGV
ISHARES TR
+$149.0K
1,015
+32%
减持
—
EXXON MOBIL CORP
-$146.7K
7,268
-2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$138.2K
13,896
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$136.9K
978
+62%
增持
DVY
ISHARES TR
+$127.8K
5,594
+14%
减持
ITOT
ISHARES TR
+$119.6K
15,575
-3%
减持
IGLB
ISHARES TR
+$118.3K
66,889
-7%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$112.5K
3,374
-32%
减持
USMV
ISHARES TR
-$104.9K
7,451
-21%
减持
SPYG
SPDR SER TR
-$98.5K
10,275
-21%
增持
DFAI
DIMENSIONAL ETF TRUST
+$61.9K
16,640
+5%
增持
QUAL
ISHARES TR
+$61.3K
3,877
+0%
减持
IJJ
ISHARES TR
-$57.4K
6,266
-18%
增持
IRM
IRON MTN INC DEL
+$56.5K
5,202
+1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$51.2K
12,482
+13%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$41.2K
3,756
-3%
减持
EFG
ISHARES TR
-$39.8K
4,198
-19%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$39.3K
4,482
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$38.5K
7,631
+7%
减持
SPDW
SPDR INDEX SHS FDS
+$34.2K
12,629
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$31.1K
13,721
-2%
减持
IEMG
ISHARES INC
-$27.8K
4,935
-15%
减持
IGIB
ISHARES TR
+$26.6K
28,638
-5%
减持
VHT
VANGUARD WORLD FDS
+$25.8K
2,189
-2%
减持
SPAB
SPDR SER TR
+$25.1K
40,563
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$22.0K
7,499
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$21.6K
9,873
+3%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$21.0K
8,266
+1%
增持
GOOG
ALPHABET INC
+$19.8K
1,965
+1%
减持
PSX
PHILLIPS 66
+$19.6K
1,740
-1%
减持
IUSB
ISHARES TR
+$19.5K
12,941
-2%
减持
EFV
ISHARES TR
-$19.4K
9,106
-10%
减持
MBB
ISHARES TR
+$18.3K
6,459
-3%
减持
WMT
WALMART INC
-$17.8K
1,705
-5%
减持
SCHZ
SCHWAB STRATEGIC TR
-$16.8K
19,275
-7%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$16.2K
12,509
-3%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
-$15.3K
9,647
+3%
减持
PICK
ISHARES INC
+$12.2K
18,715
-6%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$11.1K
37,577
+4%
减持
SPEM
SPDR INDEX SHS FDS
+$9.3K
6,954
-1%
增持
WMB
WILLIAMS COS INC
+$8.0K
6,310
+0%
减持
TFLO
ISHARES TR
-$5.8K
6,303
-1%
减持
FSK
FS KKR CAP CORP
-$3.7K
11,081
-3%
减持
DFSD
DIMENSIONAL ETF TRUST
+$2.9K
5,310
-0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$1.0K
3,517
-6%
