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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 129 项
建仓 16
增持 60
减持 34
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$12.0M
33,120
+158%
增持
QQQ
INVESCO QQQ TR
+$5.8M
20,994
+110%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.9M
3,343
-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
MDYG
SPDR SER TR
-$2.6M
2,372
-93%
增持
SPYG
SPDR SER TR
+$2.3M
54,330
+80%
建仓
SCHV
SCHWAB STRATEGIC TR
+$2.0M
75,616
清仓
SPMD
SPDR SER TR
-$1.9M
0
-100%
清仓
SLYG
SPDR SER TR
-$1.7M
0
-100%
清仓
IWM
ISHARES TR
-$1.7M
0
-100%
清仓
SPYV
SPDR SER TR
-$1.7M
0
-100%
清仓
MDYV
SPDR SER TR
-$1.7M
0
-100%
增持
SLYV
SPDR SER TR
+$1.3M
35,231
+72%
增持
FCUS
TIDAL TR II
+$1.1M
720,455
+8%
建仓
MSTR
MICROSTRATEGY INC
+$1.0M
3,620
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
7,814
+90%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$898.6K
4,597
-17%
减持
TSLA
TESLA INC
+$857.6K
6,483
-4%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$828.3K
0
-100%
清仓
IHE
ISHARES TR
-$818.7K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$805.4K
19,124
-30%
增持
XLF
SELECT SECTOR SPDR TR
+$761.7K
28,803
+107%
建仓
XLC
SELECT SECTOR SPDR TR
+$724.5K
7,484
建仓
XLY
SELECT SECTOR SPDR TR
+$713.4K
3,180
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$698.8K
45,527
+95%
增持
XLU
SELECT SECTOR SPDR TR
+$636.3K
20,662
+80%
建仓
TESL
SIMPLIFY EXCHANGE TRADED FUN
+$599.2K
25,125
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$596.6K
3,589
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$476.5K
22,386
+121%
清仓
TZA
DIREXION SHS ETF TR
-$470.4K
0
-100%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$456.9K
3,823
清仓
XLV
SELECT SECTOR SPDR TR
-$451.9K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$447.4K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$433.5K
0
-100%
增持
USMV
ISHARES TR
+$427.2K
10,567
+89%
减持
IYZ
ISHARES TR
-$419.7K
114,101
-17%
清仓
KIE
SPDR SER TR
-$412.6K
0
-100%
清仓
—
INVESTMENT MANAGERS SER TR I
-$412.6K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$409.8K
227,290
+300%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$408.6K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$401.2K
199,894
+221%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$396.2K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$367.5K
4,290
建仓
XLP
SELECT SECTOR SPDR TR
+$358.1K
4,555
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$333.6K
80,104
-4%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$330.3K
111,655
+1%
建仓
TBIL
RBB FD INC
+$289.2K
5,801
减持
AAPL
APPLE INC
+$286.8K
26,165
-3%
增持
IGLB
ISHARES TR
-$286.3K
74,305
+1%
减持
VHT
VANGUARD WORLD FD
-$282.5K
1,370
-39%
增持
SPAB
SPDR SER TR
+$274.2K
82,251
+21%
增持
EFV
ISHARES TR
+$268.6K
10,991
+105%
建仓
BINC
BLACKROCK ETF TRUST II
+$259.6K
4,990
清仓
IEMG
ISHARES INC
-$257.8K
0
-100%
减持
AMZN
AMAZON COM INC
+$250.3K
16,263
-9%
建仓
GTLS
CHART INDS INC
+$243.3K
1,275
减持
EFA
ISHARES TR
-$242.8K
27,487
-1%
清仓
TLT
ISHARES TR
-$242.5K
0
-100%
清仓
PSX
PHILLIPS 66
-$226.8K
0
-100%
建仓
SLX
VANECK ETF TRUST
+$223.0K
3,815
建仓
XRT
SPDR SER TR
+$219.4K
2,757
建仓
FTEC
FIDELITY COVINGTON TRUST
+$211.5K
1,144
建仓
V
VISA INC
+$209.2K
662
清仓
—
PROSHARES TR II
-$205.5K
0
-100%
减持
IVE
ISHARES TR
-$202.2K
16,700
-3%
增持
IBB
ISHARES TR
-$177.4K
23,973
+4%
增持
WMT
WALMART INC
+$172.7K
6,768
+25%
减持
NVDA
NVIDIA CORPORATION
+$172.2K
43,406
-7%
减持
XLI
SELECT SECTOR SPDR TR
-$162.9K
5,544
-16%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$158.0K
2,177
-37%
减持
XLRE
SELECT SECTOR SPDR TR
-$157.9K
17,815
-10%
增持
IUSB
ISHARES TR
+$145.5K
24,126
+20%
增持
SCHI
SCHWAB STRATEGIC TR
+$142.4K
45,151
+144%
增持
DFSD
DIMENSIONAL ETF TRUST
+$134.1K
12,108
+33%
增持
ONEQ
FIDELITY COMWLTH TR
+$127.8K
22,903
+2%
增持
ICF
ISHARES TR
-$117.2K
47,597
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$107.6K
75,242
+212%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$69.1K
27,377
+19%
增持
IRM
IRON MTN INC DEL
-$65.6K
5,568
+2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$63.8K
21,999
-2%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$57.8K
20,034
+6%
增持
ITOT
ISHARES TR
+$57.0K
13,854
+1%
减持
WUGI
INVESTMENT MANAGERS SER TR I
-$56.4K
3,650
-20%
增持
WMB
WILLIAMS COS INC
+$56.2K
6,529
+0%
减持
IVV
ISHARES TR
+$51.9K
28,509
-2%
增持
OKE
ONEOK INC NEW
+$49.7K
3,152
+8%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$48.7K
26,376
+6%
增持
—
EXXON MOBIL CORP
-$48.6K
6,814
+2%
减持
SYK
STRYKER CORPORATION
-$38.4K
841
-11%
增持
DFAI
DIMENSIONAL ETF TRUST
-$37.3K
16,676
+1%
增持
NEE
NEXTERA ENERGY INC
-$37.3K
2,932
+0%
增持
SPDW
SPDR INDEX SHS FDS
-$37.1K
11,919
+1%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$36.5K
10,906
+7%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$33.1K
62,757
+5%
减持
SPYM
SPDR SER TR
-$32.8K
42,319
-3%
增持
KRE
SPDR SER TR
+$30.7K
7,360
+1%
减持
GOOG
ALPHABET INC
+$30.4K
1,863
-4%
增持
VNQ
VANGUARD INDEX FDS
-$28.5K
8,208
+5%
增持
EFG
ISHARES TR
-$26.5K
5,680
+6%
增持
DVY
ISHARES TR
-$26.4K
15,704
+2%
增持
XHB
SPDR SER TR
+$25.9K
4,235
+27%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$25.2K
4,631
+3%
减持
IYW
ISHARES TR
-$25.1K
1,731
-13%
减持
IJH
ISHARES TR
-$23.6K
19,446
-2%
增持
DBMF
LITMAN GREGORY FDS TR
+$23.5K
15,924
+14%
减持
MBB
ISHARES TR
-$22.9K
5,013
-0%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$20.8K
3,638
+6%
减持
FSK
FS KKR CAP CORP
+$19.3K
10,251
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
-$18.8K
11,623
+2%
减持
IVW
ISHARES TR
-$15.8K
36,974
-6%
增持
MSFT
MICROSOFT CORP
+$14.8K
781
+7%
减持
DYNF
BLACKROCK ETF TRUST
+$13.8K
10,876
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$13.4K
9,928
+4%
减持
QUAL
ISHARES TR
-$12.8K
3,258
-2%
减持
VUG
VANGUARD INDEX FDS
+$12.3K
1,418
-4%
增持
IJR
ISHARES TR
-$11.8K
8,429
+0%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
-$11.7K
9,404
+2%
增持
IGIB
ISHARES TR
-$11.3K
33,268
+4%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$7.8K
8,260
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
-$7.7K
39,765
+108%
减持
IUSV
ISHARES TR
-$7.4K
2,283
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.2K
989
+4%
减持
IJJ
ISHARES TR
+$5.9K
5,745
-0%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$5.8K
10,315
-1%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$5.0K
9,416
+11%
增持
SPEM
SPDR INDEX SHS FDS
+$3.7K
9,215
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0K
7,890
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9K
1,002
+1%
减持
META
META PLATFORMS INC
+$1.4K
368
-2%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$1.1K
5,871
+9%
