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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 131 项
建仓 17
增持 47
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$4.8M
26,143
-21%
减持
IVV
ISHARES TR
-$4.4M
22,020
-23%
增持
FCUS
TIDAL TR II
-$4.2M
721,966
+0%
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
QQQ
INVESCO QQQ TR
-$4.0M
14,408
-31%
增持
EFA
ISHARES TR
+$3.2M
65,126
+137%
清仓
SLYV
SPDR SER TR
-$3.1M
0
-100%
减持
SPYG
SPDR SER TR
-$3.0M
22,431
-59%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.4M
5,494
+20%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
174,738
-23%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.9M
145,323
+92%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
37,425
-14%
增持
SPDW
SPDR INDEX SHS FDS
+$1.7M
57,881
+386%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
6,971
+109%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.4M
45,586
-43%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.4M
2,321
-70%
建仓
BND
VANGUARD BD INDEX FDS
+$1.1M
15,101
清仓
MSTR
MICROSTRATEGY INC
-$1.0M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$986.0K
7,329
-65%
清仓
IJR
ISHARES TR
-$971.2K
0
-100%
建仓
ITA
ISHARES TR
+$881.4K
5,757
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$822.5K
24,414
减持
AAPL
APPLE INC
-$741.5K
26,160
-0%
清仓
XLI
SELECT SECTOR SPDR TR
-$730.5K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$724.5K
0
-100%
减持
AMZN
AMAZON COM INC
-$698.1K
15,084
-7%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$696.1K
106,088
-5%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$662.0K
7,844
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$649.6K
30,947
增持
XLY
SELECT SECTOR SPDR TR
+$636.2K
6,835
+115%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$619.8K
4,687
清仓
TESL
SIMPLIFY EXCHANGE TRADED FUN
-$599.2K
0
-100%
增持
TSLA
TESLA INC
-$560.9K
7,938
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$546.4K
38,917
+35%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$537.8K
66,129
+45%
建仓
MAGS
LISTED FD TR
+$513.6K
11,199
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$508.4K
13,064
-32%
清仓
LLY
ELI LILLY & CO
-$498.5K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$487.3K
2,304
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$456.9K
0
-100%
建仓
KIE
SPDR SER TR
+$446.4K
7,375
清仓
KRE
SPDR SER TR
-$444.2K
0
-100%
清仓
XHB
SPDR SER TR
-$442.6K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$428.2K
6,797
建仓
IGV
ISHARES TR
+$404.8K
4,549
清仓
XLE
SELECT SECTOR SPDR TR
-$367.5K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$347.6K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$329.4K
0
-100%
增持
IVW
ISHARES TR
-$297.9K
37,230
+1%
减持
SPYM
SPDR SER TR
-$267.0K
40,305
-5%
清仓
WUGI
INVESTMENT MANAGERS SER TR I
-$264.6K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$259.0K
27,340
+24%
建仓
XTEN
BONDBLOXX ETF TRUST
+$250.1K
5,371
清仓
GTLS
CHART INDS INC
-$243.3K
0
-100%
清仓
—
FTAI AVIATION LTD
-$242.1K
0
-100%
建仓
IEMG
ISHARES INC
+$230.4K
4,269
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$226.7K
0
-100%
清仓
SLX
VANECK ETF TRUST
-$223.0K
0
-100%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$219.6K
4,006
清仓
XRT
SPDR SER TR
-$219.4K
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$218.5K
1,259
建仓
PSX
PHILLIPS 66
+$213.1K
1,726
减持
IUSB
ISHARES TR
-$211.3K
19,080
-21%
增持
XLC
SELECT SECTOR SPDR TR
+$210.9K
9,699
+30%
清仓
NEE
NEXTERA ENERGY INC
-$210.2K
0
-100%
清仓
MDYG
SPDR SER TR
-$206.1K
0
-100%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$204.9K
24,137
+20%
建仓
CVX
CHEVRON CORP NEW
+$203.9K
1,219
增持
SCHB
SCHWAB STRATEGIC TR
-$195.7K
201,669
+1%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$194.6K
0
-100%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$187.6K
6,927
-26%
减持
ITOT
ISHARES TR
-$186.4K
13,077
-6%
增持
ONEQ
FIDELITY COMWLTH TR
-$164.7K
23,175
+1%
减持
EFG
ISHARES TR
-$134.0K
4,160
-27%
增持
DVY
ISHARES TR
+$129.0K
16,314
+4%
减持
IBB
ISHARES TR
-$124.7K
23,806
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$120.5K
5,860
+29%
增持
—
EXXON MOBIL CORP
+$116.8K
7,146
+5%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$115.6K
66,208
+5%
减持
VUG
VANGUARD INDEX FDS
-$111.8K
1,268
-11%
增持
IRM
IRON MTN INC DEL
-$104.4K
5,588
+0%
增持
QUAL
ISHARES TR
+$89.6K
3,920
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.3K
1,011
+1%
减持
GOOG
ALPHABET INC
-$84.2K
1,732
-7%
增持
SCHI
SCHWAB STRATEGIC TR
+$84.0K
48,108
+7%
增持
IVE
ISHARES TR
+$77.1K
17,131
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$73.1K
1,765
+54%
减持
TBIL
RBB FD INC
-$71.1K
4,361
-25%
增持
IJH
ISHARES TR
-$70.3K
19,561
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$67.7K
41,898
+5%
减持
IGLB
ISHARES TR
+$60.8K
74,288
-0%
减持
DFSD
DIMENSIONAL ETF TRUST
-$53.7K
10,816
-11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$52.2K
17,264
+4%
减持
SPAB
SPDR SER TR
-$51.3K
78,471
-5%
减持
VTI
VANGUARD INDEX FDS
-$51.2K
1,000
-11%
减持
IJJ
ISHARES TR
-$48.1K
5,594
-3%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$44.1K
3,766
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$43.2K
4,801
+4%
减持
MBB
ISHARES TR
-$39.4K
4,480
-11%
增持
WMB
WILLIAMS COS INC
+$37.9K
6,548
+0%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$36.7K
6,049
+3%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$35.9K
26,786
+2%
减持
ICF
ISHARES TR
+$35.3K
47,188
-1%
减持
WMT
WALMART INC
-$34.6K
6,571
-3%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$34.3K
8,258
-0%
减持
LOW
LOWES COS INC
-$28.1K
1,780
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$28.0K
80,260
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$23.7K
970
-2%
减持
IGIB
ISHARES TR
+$23.5K
33,074
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$22.7K
7,546
-4%
减持
V
VISA INC
+$22.6K
661
-0%
减持
USMV
ISHARES TR
+$22.4K
10,257
-3%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$21.8K
10,025
+6%
减持
IYZ
ISHARES TR
-$21.2K
110,993
-3%
减持
FSK
FS KKR CAP CORP
-$17.2K
9,807
-4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$16.4K
12,025
+3%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$16.0K
21,116
-6%
增持
BINC
BLACKROCK ETF TRUST II
+$15.5K
5,252
+5%
增持
SYK
STRYKER CORPORATION
+$14.4K
853
+1%
增持
META
META PLATFORMS INC
+$13.9K
398
+8%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$13.8K
27,646
+1%
增持
IYW
ISHARES TR
+$13.5K
2,063
+19%
增持
DYNF
BLACKROCK ETF TRUST
-$11.0K
11,205
+3%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
-$10.0K
11,034
+1%
减持
VNQ
VANGUARD INDEX FDS
+$9.2K
8,178
-0%
增持
DBMF
LITMAN GREGORY FDS TR
+$6.8K
16,760
+5%
减持
OKE
ONEOK INC NEW
-$6.4K
3,125
-1%
减持
EFV
ISHARES TR
-$6.3K
9,677
-12%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$6.1K
9,952
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$5.2K
9,112
-1%
增持
FTLS
FIRST TR EXCH TRADED FD III
-$4.4K
3,667
+1%
减持
IUSV
ISHARES TR
-$3.7K
2,250
-1%
