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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 131 项
建仓 25
增持 55
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$9.8M
30,036
+108%
增持
EFA
ISHARES TR
+$4.3M
107,844
+66%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.1M
51,775
-74%
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
IBB
ISHARES TR
-$3.0M
0
-100%
清仓
IYZ
ISHARES TR
-$3.0M
0
-100%
建仓
MDYG
SPDR SERIES TRUST
+$2.9M
33,739
清仓
ICF
ISHARES TR
-$2.9M
0
-100%
建仓
SPMD
SPDR SERIES TRUST
+$2.8M
51,801
减持
IVW
ISHARES TR
-$2.8M
6,181
-83%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
27,667
+6%
建仓
GLD
SPDR GOLD TR
+$2.3M
7,552
增持
IVV
ISHARES TR
+$2.1M
23,406
+6%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
38,128
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
210,016
+20%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.7M
77,563
-47%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.6M
2,954
-58%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
8,466
清仓
XLY
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
减持
FCUS
TIDAL TR II
+$1.3M
695,596
-4%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.2M
16,997
增持
DVY
ISHARES TR
+$1.2M
25,653
+57%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.1M
80,526
+1366%
增持
AMZN
AMAZON COM INC
+$1.0M
17,754
+18%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.0M
32,608
+41%
增持
SPYG
SPDR SERIES TRUST
+$1.0M
29,409
+31%
增持
SPDW
SPDR INDEX SHS FDS
+$993.2K
76,578
+32%
建仓
CRWV
COREWEAVE INC
+$961.4K
5,896
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$900.2K
14,353
清仓
ITA
ISHARES TR
-$881.4K
0
-100%
减持
IJH
ISHARES TR
-$782.1K
5,794
-70%
建仓
SARK
INVESTMENT MANAGERS SER TR I
+$708.0K
19,689
减持
AAPL
APPLE INC
-$684.4K
25,122
-4%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$665.7K
4,386
+89%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$644.3K
30,855
-32%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$633.0K
81,722
-23%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$631.4K
6,829
-68%
减持
XLC
SELECT SECTOR SPDR TR
-$626.4K
2,849
-71%
减持
XLF
SELECT SECTOR SPDR TR
-$583.7K
25,983
-33%
增持
TSLA
TESLA INC
+$556.4K
8,214
+3%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$554.7K
25,856
+7%
清仓
MAGS
LISTED FD TR
-$513.6K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$487.3K
0
-100%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$429.3K
17,670
-35%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$428.2K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$371.9K
31,346
-22%
增持
BND
VANGUARD BD INDEX FDS
+$356.7K
19,909
+32%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$349.1K
32,266
+32%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$339.7K
2,623
+108%
建仓
BAC
BANK AMERICA CORP
+$338.3K
7,171
建仓
XLK
SELECT SECTOR SPDR TR
+$334.9K
1,323
建仓
MSFT
MICROSOFT CORP
+$315.0K
637
建仓
XLI
SELECT SECTOR SPDR TR
+$290.1K
1,967
建仓
XME
SPDR SERIES TRUST
+$287.0K
4,270
建仓
MSTR
MICROSTRATEGY INC
+$275.2K
685
建仓
XLE
SELECT SECTOR SPDR TR
+$272.7K
3,215
建仓
XLRE
SELECT SECTOR SPDR TR
+$271.9K
6,565
建仓
XLV
SELECT SECTOR SPDR TR
+$262.6K
1,949
增持
XTEN
BONDBLOXX ETF TRUST
+$249.2K
10,817
+101%
建仓
GOOGL
ALPHABET INC
+$248.4K
1,400
增持
IVE
ISHARES TR
+$232.4K
17,924
+5%
建仓
THRO
BLACKROCK ETF TRUST
+$224.3K
6,305
建仓
IAGG
ISHARES TR
+$222.0K
4,345
建仓
DFAC
DIMENSIONAL ETF TRUST
+$219.3K
6,118
建仓
FTXO
FIRST TR EXCHANGE TRADED FD
+$218.2K
6,605
清仓
TBIL
RBB FD INC
-$218.1K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$216.2K
3,240
-45%
清仓
FSK
FS KKR CAP CORP
-$205.4K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$203.2K
4,593
-37%
建仓
NEE
NEXTERA ENERGY INC
+$200.6K
2,792
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$200.2K
10,473
减持
USMV
ISHARES TR
-$195.9K
8,196
-20%
减持
KIE
SPDR SERIES TRUST
-$193.7K
4,230
-43%
增持
IEMG
ISHARES INC
+$193.1K
7,056
+65%
增持
EFV
ISHARES TR
+$188.2K
11,950
+23%
减持
IUSB
ISHARES TR
-$178.1K
15,166
-21%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$173.2K
39,066
+26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$159.2K
6,041
-23%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$126.5K
10,334
增持
IGV
ISHARES TR
+$123.5K
4,825
+6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$103.5K
4,552
-3%
减持
—
EXXON MOBIL CORP
-$98.9K
6,877
-4%
增持
FTEC
FIDELITY COVINGTON TRUST
+$93.8K
1,919
+9%
增持
IRM
IRON MTN INC DEL
+$92.2K
5,601
+0%
减持
ITOT
ISHARES TR
-$90.9K
11,200
-14%
增持
META
META PLATFORMS INC
+$86.3K
432
+9%
减持
VUG
VANGUARD INDEX FDS
+$84.8K
1,266
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$79.0K
17,883
+4%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$73.7K
55,387
-16%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$72.0K
8,043
-3%
增持
WMT
WALMART INC
+$70.0K
6,638
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$69.2K
38,774
-7%
减持
DYNF
BLACKROCK ETF TRUST
+$56.9K
11,077
-1%
增持
CVX
CHEVRON CORP NEW
+$56.5K
1,813
+49%
增持
OKE
ONEOK INC NEW
-$54.9K
3,139
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$50.4K
13,439
+3%
增持
QUAL
ISHARES TR
+$48.1K
3,927
+0%
增持
IUSV
ISHARES TR
+$45.2K
2,682
+19%
减持
EFG
ISHARES TR
+$43.3K
4,101
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$42.7K
974
+0%
减持
IYW
ISHARES TR
+$41.4K
1,911
-7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$41.3K
12,182
+1%
减持
VNQ
VANGUARD INDEX FDS
-$39.1K
7,925
-3%
增持
SCHI
SCHWAB STRATEGIC TR
+$32.7K
48,911
+2%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$32.6K
4,037
+10%
增持
DBMF
LITMAN GREGORY FDS TR
+$31.7K
17,684
+6%
增持
IGIB
ISHARES TR
+$31.1K
33,318
+1%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$29.6K
5,787
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$29.5K
73,718
-8%
减持
SPAB
SPDR SERIES TRUST
-$28.7K
77,165
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$28.5K
4,717
-2%
减持
DFSD
DIMENSIONAL ETF TRUST
-$28.0K
10,121
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.0K
1,055
+4%
增持
BINC
BLACKROCK ETF TRUST II
+$23.6K
5,652
+8%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
-$22.6K
3,831
+2%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$22.3K
10,242
+2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$18.9K
10,315
+4%
增持
SYK
STRYKER CORPORATION
+$18.6K
854
+0%
减持
WMB
WILLIAMS COS INC
+$17.8K
6,528
-0%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$17.7K
6,983
+1%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$13.9K
3,908
-2%
减持
PSX
PHILLIPS 66
-$11.3K
1,692
-2%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$9.1K
66,880
+1%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$7.4K
27,696
+0%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$7.3K
28,180
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.9K
7,688
+2%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$5.9K
11,387
+3%
增持
V
VISA INC
-$3.1K
663
+0%
增持
IGLB
ISHARES TR
-$2.8K
74,919
+1%
增持
MBB
ISHARES TR
+$2.0K
4,496
+0%
减持
IJJ
ISHARES TR
+$1.6K
5,433
-3%
减持
SPEM
SPDR INDEX SHS FDS
-$306
8,387
-8%
