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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 113 项
建仓 22
增持 40
减持 36
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
MDYG
SPDR SER TR
+$6.7M
76,195
增持
SPYG
SPDR SER TR
+$4.3M
68,325
+565%
清仓
IVW
ISHARES TR
-$4.2M
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。
清仓
SPYV
SPDR SER TR
-$4.0M
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.7M
3,677
-73%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.0M
69,017
+229%
增持
FCUS
TIDAL TR II
+$2.6M
613,569
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
5,351
+16%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.8M
4,758
+27%
增持
SLYG
SPDR SER TR
+$1.7M
64,822
+37%
建仓
CALF
PACER FDS TR
+$1.5M
31,342
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
23,914
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
2,187
-78%
建仓
XRT
SPDR SER TR
+$1.4M
17,135
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$1.3M
13,780
建仓
SLYV
SPDR SER TR
+$1.3M
15,228
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
68,301
-25%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
7,350
+171%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.0M
160,172
+5%
清仓
XLB
SELECT SECTOR SPDR TR
-$957.8K
0
-100%
减持
TSLA
TESLA INC
-$917.3K
9,628
-8%
减持
XLY
SELECT SECTOR SPDR TR
-$872.3K
3,230
-61%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$723.3K
6,836
减持
AAPL
APPLE INC
-$676.0K
27,327
-2%
建仓
XBI
SPDR SER TR
+$669.9K
7,060
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$657.8K
11,665
建仓
XLRE
SELECT SECTOR SPDR TR
+$648.2K
16,398
增持
SPYM
SPDR SER TR
+$610.5K
60,346
+9%
清仓
SHV
ISHARES TR
-$581.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$539.7K
26,426
-12%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$529.7K
0
-100%
增持
SPAB
SPDR SER TR
+$516.2K
61,562
+52%
减持
XLF
SELECT SECTOR SPDR TR
-$512.4K
11,186
-57%
清仓
SMH
VANECK ETF TRUST
-$479.8K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$460.1K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$432.7K
0
-100%
增持
IVE
ISHARES TR
+$422.4K
17,421
+7%
清仓
SHY
ISHARES TR
-$422.1K
0
-100%
清仓
IGV
ISHARES TR
-$411.7K
0
-100%
清仓
BIL
SPDR SER TR
-$402.1K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$387.3K
4,831
-45%
清仓
HAL
HALLIBURTON CO
-$372.9K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$348.4K
973
建仓
KIE
SPDR SER TR
+$340.5K
6,540
建仓
IHE
ISHARES TR
+$338.1K
4,980
增持
IUSB
ISHARES TR
+$333.1K
20,384
+58%
减持
AMZN
AMAZON COM INC
+$327.0K
17,851
-6%
增持
SCHX
SCHWAB STRATEGIC TR
+$323.6K
21,193
+21%
建仓
SHOP
SHOPIFY INC
+$308.2K
3,994
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$276.2K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$253.1K
1,614
-55%
建仓
ANF
ABERCROMBIE & FITCH CO
+$251.4K
2,006
建仓
SPMD
SPDR SER TR
+$249.7K
4,682
减持
IVV
ISHARES TR
+$238.8K
38,587
-8%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$235.3K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$233.7K
1,224
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$224.7K
0
-100%
减持
ONEQ
FIDELITY COMWLTH TR
+$216.6K
70,484
-3%
建仓
DYNF
BLACKROCK ETF TRUST
+$216.2K
4,870
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$208.4K
6,454
建仓
IUSV
ISHARES TR
+$207.0K
2,289
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$206.1K
5,485
建仓
NEE
NEXTERA ENERGY INC
+$202.0K
3,161
建仓
OKE
ONEOK INC NEW
+$201.2K
2,509
减持
QUAL
ISHARES TR
-$186.4K
2,336
-40%
减持
IGLB
ISHARES TR
-$179.3K
64,940
-3%
增持
IYW
ISHARES TR
+$162.7K
13,141
+0%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$149.2K
40,880
+9%
减持
ITOT
ISHARES TR
+$146.2K
15,482
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$145.7K
18,116
+3%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$129.5K
17,730
+3%
增持
—
EXXON MOBIL CORP
+$127.1K
7,345
+1%
增持
EFV
ISHARES TR
+$112.2K
10,783
+18%
减持
USMV
ISHARES TR
-$86.7K
5,920
-21%
减持
IGIB
ISHARES TR
-$86.1K
27,191
-5%
增持
WMT
WALMART INC
+$85.8K
5,895
+246%
减持
PICK
ISHARES INC
-$78.2K
17,454
-7%
减持
EFA
ISHARES TR
+$73.8K
33,688
-3%
增持
EFG
ISHARES TR
+$69.8K
4,590
+9%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$65.5K
10,090
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$60.6K
8,478
+22%
增持
IRM
IRON MTN INC DEL
+$55.1K
5,226
+0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$54.9K
13,761
-1%
减持
LOW
LOWES COS INC
+$54.4K
1,798
-1%
增持
PSX
PHILLIPS 66
+$54.4K
1,751
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$52.4K
8,157
+7%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$50.2K
9,905
-1%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$47.5K
3,384
+0%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$43.1K
13,446
+7%
减持
IEMG
ISHARES INC
-$41.0K
4,042
-18%
减持
VHT
VANGUARD WORLD FD
+$41.0K
2,180
-0%
减持
TFLO
ISHARES TR
-$40.2K
5,483
-13%
增持
DVY
ISHARES TR
+$36.5K
5,619
+0%
减持
VUG
VANGUARD INDEX FDS
+$34.6K
1,075
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$33.8K
13,979
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$29.0K
16,728
+1%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$27.3K
8,221
-1%
增持
WMB
WILLIAMS COS INC
+$27.1K
6,334
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$26.6K
129,880
+2%
减持
MBB
ISHARES TR
-$26.0K
6,294
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$23.5K
12,641
+0%
减持
FSK
FS KKR CAP CORP
-$22.4K
10,427
-6%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$20.7K
3,512
-0%
增持
TLT
ISHARES TR
+$17.5K
2,625
+12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$13.5K
10,175
+3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$13.2K
4,487
+0%
减持
IJJ
ISHARES TR
+$8.4K
6,112
-2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$7.8K
7,348
-2%
减持
DFSD
DIMENSIONAL ETF TRUST
-$7.3K
5,152
-3%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$7.1K
9,072
+0%
减持
GOOG
ALPHABET INC
+$7.0K
1,865
-5%
增持
SCHZ
SCHWAB STRATEGIC TR
-$4.6K
19,433
+1%
减持
MSFT
MICROSOFT CORP
+$430
620
-11%
