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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 128 项
建仓 30
增持 31
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$6.7M
0
-100%
清仓
SLYG
SPDR SER TR
-$5.7M
0
-100%
减持
MDYG
SPDR SER TR
-$4.0M
31,402
-59%
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
SMH
VANECK ETF TRUST
+$3.4M
13,016
建仓
IGM
ISHARES TR
+$3.1M
33,171
建仓
IYG
ISHARES TR
+$3.0M
46,462
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$3.0M
26,221
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
27,647
+16%
减持
QQQ
INVESCO QQQ TR
-$2.4M
19,422
-27%
减持
IVV
ISHARES TR
-$2.3M
32,956
-15%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.0M
84,348
-35%
减持
ONEQ
FIDELITY COMWLTH TR
-$1.9M
38,044
-46%
清仓
CALF
PACER FDS TR
-$1.5M
0
-100%
减持
IYW
ISHARES TR
-$1.5M
2,096
-84%
清仓
XRT
SPDR SER TR
-$1.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
50,086
+836%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.3M
0
-100%
建仓
IJH
ISHARES TR
+$1.3M
22,265
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.3M
60,675
清仓
SLYV
SPDR SER TR
-$1.3M
0
-100%
减持
AAPL
APPLE INC
+$1.0M
27,076
-1%
建仓
IJR
ISHARES TR
+$1.0M
9,446
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$866.9K
22,855
减持
SPYM
SPDR SER TR
-$764.0K
46,079
-24%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$723.3K
0
-100%
建仓
SCHI
SCHWAB STRATEGIC TR
+$712.1K
16,148
建仓
VNQ
VANGUARD INDEX FDS
+$666.9K
7,962
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$657.8K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$648.2K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$646.2K
7,317
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$637.2K
4,246
-42%
清仓
XLI
SELECT SECTOR SPDR TR
-$608.5K
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$606.8K
3,073
清仓
XLY
SELECT SECTOR SPDR TR
-$594.0K
0
-100%
增持
IEMG
ISHARES INC
+$565.4K
14,458
+258%
减持
SCHG
SCHWAB STRATEGIC TR
-$548.4K
57,363
-16%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$514.6K
23,314
-43%
建仓
XLU
SELECT SECTOR SPDR TR
+$446.2K
6,548
建仓
KRE
SPDR SER TR
+$439.9K
8,960
建仓
IVW
ISHARES TR
+$434.1K
4,691
建仓
XLE
SELECT SECTOR SPDR TR
+$430.5K
4,723
建仓
ITA
ISHARES TR
+$425.1K
3,219
增持
USMV
ISHARES TR
+$420.5K
10,901
+84%
增持
XLF
SELECT SECTOR SPDR TR
+$419.8K
21,674
+94%
增持
EFA
ISHARES TR
+$413.8K
39,629
+18%
增持
IGLB
ISHARES TR
+$413.7K
75,115
+16%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$408.7K
20,004
建仓
XME
SPDR SER TR
+$403.0K
6,793
建仓
DBMF
LITMAN GREGORY FDS TR
+$364.4K
12,123
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$360.1K
23,323
+67%
减持
TSLA
TESLA INC
-$360.0K
6,734
-30%
清仓
KIE
SPDR SER TR
-$340.5K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$327.9K
25,574
+21%
建仓
MGK
VANGUARD WORLD FD
+$320.5K
1,020
建仓
WUGI
INVESTMENT MANAGERS SER TR I
+$313.1K
4,500
清仓
SHOP
SHOPIFY INC
-$308.2K
0
-100%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$302.5K
9,914
减持
SPYG
SPDR SER TR
+$298.4K
66,098
-3%
增持
DYNF
BLACKROCK ETF TRUST
+$297.4K
10,943
+125%
增持
AMZN
AMAZON COM INC
+$289.1K
18,158
+2%
增持
IGIB
ISHARES TR
+$288.9K
33,007
+21%
清仓
TFLO
ISHARES TR
-$277.9K
0
-100%
建仓
MGC
VANGUARD WORLD FD
+$269.3K
1,365
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$255.7K
19,706
+11%
清仓
ANF
ABERCROMBIE & FITCH CO
-$251.4K
0
-100%
清仓
SPMD
SPDR SER TR
-$249.7K
0
-100%
建仓
OEF
ISHARES TR
+$248.4K
940
清仓
XLV
SELECT SECTOR SPDR TR
-$238.4K
0
-100%
建仓
—
NOVA LTD
+$234.5K
1,000
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$233.7K
0
-100%
减持
XBI
SPDR SER TR
-$226.8K
4,780
-32%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$222.2K
4,876
+2%
减持
EFV
ISHARES TR
-$217.8K
6,954
-36%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$216.6K
3,460
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$215.1K
3,190
-13%
增持
PICK
ISHARES INC
+$210.8K
22,989
+32%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$208.4K
0
-100%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$206.1K
0
-100%
建仓
GOOGL
ALPHABET INC
+$205.0K
1,125
清仓
NEE
NEXTERA ENERGY INC
-$202.0K
0
-100%
建仓
META
META PLATFORMS INC
+$200.2K
397
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$195.4K
10,424
增持
QUAL
ISHARES TR
+$179.5K
3,300
+41%
增持
VUG
VANGUARD INDEX FDS
+$153.6K
1,400
+30%
增持
DFSD
DIMENSIONAL ETF TRUST
+$151.5K
8,380
+63%
减持
XLK
SELECT SECTOR SPDR TR
-$149.8K
1,351
-38%
增持
FCUS
TIDAL TR II
+$146.9K
634,337
+3%
减持
SPAB
SPDR SER TR
-$133.9K
56,693
-8%
减持
IVE
ISHARES TR
-$123.0K
17,205
-1%
增持
IHE
ISHARES TR
+$99.3K
6,595
+32%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$83.5K
9,117
+24%
减持
EFG
ISHARES TR
-$82.1K
3,854
-16%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$75.8K
9,250
-7%
减持
IJJ
ISHARES TR
-$66.8K
5,783
-5%
减持
SCHB
SCHWAB STRATEGIC TR
-$54.3K
66,155
-4%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$52.3K
2,978
-12%
增持
SYK
STRYKER CORPORATION
+$50.5K
1,172
+20%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$49.5K
7,453
-9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$48.6K
11,602
+14%
减持
ITOT
ISHARES TR
-$48.4K
14,621
-6%
减持
IRM
IRON MTN INC DEL
+$48.1K
5,214
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$47.7K
18,565
-4%
减持
WMT
WALMART INC
-$41.2K
4,630
-21%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$38.7K
18,003
-1%
减持
SPDW
SPDR INDEX SHS FDS
-$37.4K
11,848
-6%
减持
TLT
ISHARES TR
-$35.0K
2,325
-11%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$34.2K
13,494
-2%
增持
PSX
PHILLIPS 66
-$32.1K
1,799
+3%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$31.1K
7,815
-5%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$28.0K
3,415
-3%
增持
OKE
ONEOK INC NEW
+$25.0K
2,773
+11%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$25.0K
12,467
-7%
减持
MBB
ISHARES TR
-$24.9K
6,064
-4%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$24.9K
9,975
-1%
减持
WMB
WILLIAMS COS INC
+$20.9K
6,299
-1%
减持
—
EXXON MOBIL CORP
-$18.9K
7,251
-1%
减持
IUSB
ISHARES TR
-$17.4K
20,167
-1%
减持
MSFT
MICROSOFT CORP
+$14.2K
616
-1%
减持
DVY
ISHARES TR
-$13.1K
5,613
-0%
减持
SPEM
SPDR INDEX SHS FDS
+$11.8K
8,458
-0%
增持
VTI
VANGUARD INDEX FDS
+$11.5K
1,136
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.3K
993
+2%
增持
FSK
FS KKR CAP CORP
+$7.2K
10,444
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$6.8K
16,807
+0%
增持
IUSV
ISHARES TR
-$5.2K
2,290
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$4.3K
4,461
-1%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$2.3K
8,761
-3%
增持
VHT
VANGUARD WORLD FD
-$2.1K
2,209
+1%
