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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 133 项
建仓 24
增持 42
减持 51
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$7.7M
12,854
-54%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$5.2M
110,413
减持
QQQ
INVESCO QQQ TR
-$4.4M
10,021
-48%
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。
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.0M
12,487
+291%
建仓
IYZ
ISHARES TR
+$3.5M
137,809
清仓
SMH
VANECK ETF TRUST
-$3.4M
0
-100%
建仓
IBB
ISHARES TR
+$3.3M
22,987
增持
IVW
ISHARES TR
+$3.3M
39,371
+739%
清仓
IGM
ISHARES TR
-$3.1M
0
-100%
清仓
IYG
ISHARES TR
-$3.0M
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
建仓
ICF
ISHARES TR
+$3.0M
45,295
减持
SPYG
SPDR SER TR
-$2.8M
30,178
-54%
增持
FCUS
TIDAL TR II
+$2.1M
669,504
+6%
建仓
SPMD
SPDR SER TR
+$1.9M
34,410
建仓
SLYV
SPDR SER TR
+$1.8M
20,454
建仓
SLYG
SPDR SER TR
+$1.7M
18,771
建仓
IWM
ISHARES TR
+$1.7M
7,760
建仓
SPYV
SPDR SER TR
+$1.7M
31,950
建仓
MDYV
SPDR SER TR
+$1.7M
21,175
增持
DVY
ISHARES TR
+$1.4M
15,459
+175%
减持
IVV
ISHARES TR
-$1.3M
29,005
-12%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
5,514
+13%
减持
ONEQ
FIDELITY COMWLTH TR
-$1.0M
22,546
-41%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$971.9K
27,366
+52%
清仓
PICK
ISHARES INC
-$938.6K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$893.4K
6,596
建仓
XLRE
SELECT SECTOR SPDR TR
+$882.5K
19,755
减持
EFA
ISHARES TR
-$783.1K
27,753
-30%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$606.8K
0
-100%
建仓
LLY
ELI LILLY & CO
+$572.1K
646
减持
AAPL
APPLE INC
+$562.8K
26,891
-1%
减持
NVDA
NVIDIA CORPORATION
-$530.8K
46,581
-7%
减持
IEMG
ISHARES INC
-$516.1K
4,491
-69%
增持
XLU
SELECT SECTOR SPDR TR
+$481.4K
11,483
+75%
建仓
TZA
DIREXION SHS ETF TR
+$470.4K
34,846
建仓
XLV
SELECT SECTOR SPDR TR
+$451.9K
2,934
清仓
XBI
SPDR SER TR
-$443.2K
0
-100%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$442.1K
10,126
-56%
清仓
XLE
SELECT SECTOR SPDR TR
-$430.5K
0
-100%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$428.2K
23,405
+136%
减持
TSLA
TESLA INC
+$428.0K
6,729
-0%
清仓
ITA
ISHARES TR
-$425.1K
0
-100%
建仓
XHB
SPDR SER TR
+$416.7K
3,345
建仓
KIE
SPDR SER TR
+$412.6K
7,270
建仓
—
INVESTMENT MANAGERS SER TR I
+$412.6K
15,843
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$408.6K
6,899
减持
USMV
ISHARES TR
-$404.2K
5,597
-49%
清仓
XME
SPDR SER TR
-$403.0K
0
-100%
增持
IHE
ISHARES TR
+$381.3K
11,595
+76%
增持
SPAB
SPDR SER TR
+$358.9K
68,144
+20%
清仓
MGK
VANGUARD WORLD FD
-$320.5K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$269.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$260.7K
13,909
-36%
减持
IVE
ISHARES TR
+$258.6K
17,193
-0%
清仓
OEF
ISHARES TR
-$248.4K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$247.5K
2,928
清仓
—
NOVA LTD
-$234.5K
0
-100%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$226.9K
0
-100%
建仓
—
FTAI AVIATION LTD
+$223.4K
1,681
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$210.2K
951
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$209.2K
5,373
建仓
—
PROSHARES TR II
+$205.5K
16,776
清仓
GOOGL
ALPHABET INC
-$205.0K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$198.8K
4,642
-37%
减持
IGLB
ISHARES TR
+$198.2K
73,838
-2%
减持
AMZN
AMAZON COM INC
-$191.4K
17,805
-2%
增持
MDYG
SPDR SER TR
+$187.8K
32,225
+3%
增持
IRM
IRON MTN INC DEL
+$183.6K
5,477
+5%
增持
EFG
ISHARES TR
+$182.3K
5,356
+39%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$144.5K
83,458
-1%
增持
SCHI
SCHWAB STRATEGIC TR
+$142.0K
18,503
+15%
减持
SCHG
SCHWAB STRATEGIC TR
+$140.3K
56,871
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$127.8K
1,920
+42%
增持
WMT
WALMART INC
+$125.3K
5,434
+17%
减持
VNQ
VANGUARD INDEX FDS
+$92.7K
7,798
-2%
减持
LOW
LOWES COS INC
+$90.1K
1,796
-0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$89.5K
13,989
+4%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$82.1K
22,966
+15%
减持
MBB
ISHARES TR
-$74.3K
5,036
-17%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$73.5K
22,507
-3%
减持
IJH
ISHARES TR
-$67.6K
19,821
-11%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$64.9K
59,863
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$64.1K
19,157
+3%
减持
EFV
ISHARES TR
-$60.8K
5,355
-23%
减持
SYK
STRYKER CORPORATION
-$57.5K
945
-19%
减持
IJJ
ISHARES TR
+$55.8K
5,759
-0%
减持
—
EXXON MOBIL CORP
-$53.1K
6,668
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$52.2K
991
-0%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$50.0K
9,235
-0%
增持
VUG
VANGUARD INDEX FDS
+$46.1K
1,484
+6%
增持
VHT
VANGUARD WORLD FD
+$42.6K
2,233
+1%
增持
OKE
ONEOK INC NEW
+$40.6K
2,927
+6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$39.7K
9,082
+8%
增持
MSFT
MICROSOFT CORP
+$39.5K
731
+19%
减持
IUSB
ISHARES TR
+$33.0K
20,054
-1%
减持
IGIB
ISHARES TR
+$32.9K
32,109
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$31.7K
9,508
+4%
增持
SPEM
SPDR INDEX SHS FDS
+$31.3K
8,477
+0%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$31.3K
3,015
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$29.9K
10,988
+0%
增持
QUAL
ISHARES TR
+$29.6K
3,308
+0%
增持
WMB
WILLIAMS COS INC
+$29.5K
6,510
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$29.4K
7,594
+2%
增持
TLT
ISHARES TR
+$29.1K
2,472
+6%
增持
DBMF
LITMAN GREGORY FDS TR
+$28.6K
13,972
+15%
减持
SPDW
SPDR INDEX SHS FDS
+$28.3K
11,820
-0%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$27.8K
3,439
+1%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$27.8K
24,798
+6%
减持
PSX
PHILLIPS 66
-$27.1K
1,725
-4%
减持
KRE
SPDR SER TR
-$26.5K
7,305
-18%
减持
DFAI
DIMENSIONAL ETF TRUST
+$25.5K
16,495
-2%
减持
IJR
ISHARES TR
-$24.5K
8,405
-11%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$24.2K
7,881
+1%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$23.1K
18,855
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$22.7K
62,183
-6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$21.3K
4,488
+1%
增持
GOOG
ALPHABET INC
-$17.8K
1,940
+4%
增持
IUSV
ISHARES TR
+$17.0K
2,292
+0%
减持
VTI
VANGUARD INDEX FDS
+$14.7K
1,125
-1%
减持
IYW
ISHARES TR
-$14.1K
1,987
-5%
减持
META
META PLATFORMS INC
+$13.9K
374
-6%
减持
DFAE
DIMENSIONAL ETF TRUST
+$13.5K
11,442
-1%
减持
ITOT
ISHARES TR
-$11.9K
13,731
-6%
增持
WUGI
INVESTMENT MANAGERS SER TR I
+$7.9K
4,550
+1%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$7.3K
8,450
-4%
减持
SCHX
SCHWAB STRATEGIC TR
-$6.6K
24,120
-6%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$5.1K
10,441
+0%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
-$3.0K
10,156
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.0K
4,122
-3%
减持
FSK
FS KKR CAP CORP
-$2.7K
10,306
-1%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$2.0K
3,444
-0%
减持
SPYM
SPDR SER TR
+$1.2K
43,701
-5%
