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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 135 项
建仓 13
增持 64
减持 45
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPEM
SPDR INDEX SHS FDS
+$4.0M
92,195
+999%
增持
QQQ
INVESCO QQQ TR
+$3.3M
33,083
+10%
减持
FCUS
TIDAL TRUST II
+$2.9M
653,246
-6%
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
SPY
SPDR S&P 500 ETF TR
+$2.9M
29,965
+8%
清仓
SPMD
SPDR SERIES TRUST
-$2.8M
0
-100%
减持
MDYG
SPDR SERIES TRUST
-$2.6M
3,674
-89%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.7M
78,703
-2%
增持
AAPL
APPLE INC
+$1.5M
26,207
+4%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.4M
45,091
+38%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
39,341
+3%
增持
SPYG
SPDR SERIES TRUST
+$1.3M
39,196
+33%
增持
IVV
ISHARES TR
+$1.3M
23,517
+0%
增持
EFA
ISHARES TR
+$1.2M
115,866
+7%
增持
GLD
SPDR GOLD TR
+$1.2M
9,784
+30%
清仓
AFLG
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
TSLA
TESLA INC
+$1.1M
8,364
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$774.5K
216,517
+3%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$759.8K
30,934
-54%
建仓
METC
RAMACO RES INC
+$738.6K
22,255
清仓
SARK
INVESTMENT MANAGERS SER TR I
-$708.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$688.7K
28,972
+46%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$643.1K
22,946
+60%
减持
AMZN
AMAZON COM INC
-$590.5K
15,134
-15%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$516.2K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$512.9K
12,105
建仓
LTC
LTC PPTYS INC
+$511.1K
13,865
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$435.2K
6,888
+14%
建仓
SBET
SHARPLINK GAMING INC
+$432.1K
25,400
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$417.1K
58,183
+49%
建仓
SGVT
SCHWAB STRATEGIC TR
+$401.2K
3,987
建仓
EPR
EPR PPTYS
+$385.9K
6,652
清仓
XLU
SELECT SECTOR SPDR TR
-$374.7K
0
-100%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$373.9K
80,372
-2%
增持
DVY
ISHARES TR
+$292.2K
25,912
+1%
清仓
XME
SPDR SERIES TRUST
-$287.0K
0
-100%
清仓
FDL
FIRST TR EXCHANGE-TRADED FD
-$285.9K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$280.3K
79,042
+7%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$274.3K
3,241
-26%
清仓
XLE
SELECT SECTOR SPDR TR
-$272.7K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$271.9K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$262.6K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$262.3K
0
-100%
建仓
TBIL
RBB FD INC
+$253.2K
5,063
清仓
KIE
SPDR SERIES TRUST
-$252.7K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$244.8K
10,431
-22%
减持
USMV
ISHARES TR
-$244.6K
5,467
-33%
减持
XLF
SELECT SECTOR SPDR TR
-$230.1K
20,877
-20%
建仓
IAU
ISHARES GOLD TR
+$220.2K
3,026
建仓
RTX
RTX CORPORATION
+$216.2K
1,292
建仓
HYG
ISHARES TR
+$213.1K
2,624
增持
SCHV
SCHWAB STRATEGIC TR
+$212.4K
81,023
+4%
增持
IVE
ISHARES TR
+$205.0K
17,928
+0%
建仓
FLRN
SPDR SERIES TRUST
+$200.8K
6,507
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$193.2K
12,903
-27%
减持
SPDW
SPDR INDEX SHS FDS
+$174.2K
76,533
-0%
建仓
TZA
DIREXION SHS ETF TR
+$151.6K
18,467
增持
ITOT
ISHARES TR
+$128.8K
11,215
+0%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$126.5K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$124.4K
8,736
+3%
建仓
—
DIREXION SHS ETF TR
+$118.1K
18,195
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$116.3K
4,096
+7%
减持
GOOG
ALPHABET INC
+$110.6K
1,717
-1%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$109.3K
29,245
+4%
增持
IVW
ISHARES TR
+$105.6K
6,512
+5%
增持
GOOGL
ALPHABET INC
+$105.2K
1,454
+4%
增持
SCHI
SCHWAB STRATEGIC TR
+$96.8K
52,425
+7%
减持
IGLB
ISHARES TR
+$87.7K
74,048
-1%
增持
CRWV
COREWEAVE INC
-$86.7K
6,392
+8%
减持
SPYM
SPDR SERIES TRUST
+$85.5K
30,177
-4%
增持
WMT
WALMART INC
+$74.4K
6,999
+5%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$73.3K
12,075
+6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$67.8K
15,788
-7%
减持
SCHB
SCHWAB STRATEGIC TR
+$65.3K
50,529
-2%
增持
MSFT
MICROSOFT CORP
+$65.0K
734
+15%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$64.9K
22,990
-11%
增持
SPAB
SPDR SERIES TRUST
+$63.0K
78,857
+2%
增持
DBMF
LITMAN GREGORY FDS TR
+$61.2K
18,903
+7%
增持
PSX
PHILLIPS 66
+$57.5K
1,907
+13%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$57.5K
11,359
+10%
增持
DFSD
DIMENSIONAL ETF TRUST
+$57.2K
11,270
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$54.9K
11,118
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$52.0K
31,658
+3%
增持
QUAL
ISHARES TR
+$46.0K
3,928
+0%
增持
—
EXXON MOBIL CORP
+$45.8K
7,066
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$40.1K
40,104
+3%
减持
IEMG
ISHARES INC
+$39.7K
7,027
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$39.6K
6,960
-9%
减持
EFV
ISHARES TR
+$39.6K
11,767
-2%
减持
IUSV
ISHARES TR
-$34.9K
2,181
-19%
增持
BAC
BANK AMERICA CORP
+$34.4K
7,224
+1%
减持
EFG
ISHARES TR
-$33.5K
3,738
-9%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$32.3K
2,572
-2%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$30.9K
6,961
-0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$29.7K
12,128
-0%
增持
IGV
ISHARES TR
+$29.7K
4,852
+1%
增持
NEE
NEXTERA ENERGY INC
+$29.1K
3,042
+9%
增持
IJH
ISHARES TR
+$28.6K
5,945
+3%
增持
WMB
WILLIAMS COS INC
+$28.4K
6,907
+6%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$25.6K
7,677
-5%
减持
VUG
VANGUARD INDEX FDS
-$25.0K
1,105
-13%
减持
XLK
SELECT SECTOR SPDR TR
+$24.2K
1,274
-4%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$22.5K
3,928
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$21.8K
17,606
-2%
减持
VTI
VANGUARD INDEX FDS
+$21.5K
990
-1%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$21.1K
10,058
-2%
减持
XLC
SELECT SECTOR SPDR TR
+$21.1K
2,789
-2%
增持
IRM
IRON MTN INC DEL
+$20.9K
5,826
+4%
减持
CVX
CHEVRON CORP NEW
+$20.7K
1,810
-0%
增持
IAGG
ISHARES TR
+$20.3K
4,730
+9%
减持
IYW
ISHARES TR
+$19.8K
1,792
-6%
减持
IGIB
ISHARES TR
-$19.5K
32,329
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$19.5K
2,007
+2%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$19.2K
4,100
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.7K
982
-7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$18.1K
4,809
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.7K
6,143
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$16.9K
2,830
-4%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$15.7K
53,171
-4%
增持
THRO
BLACKROCK ETF TRUST
+$15.5K
6,335
+0%
增持
MBB
ISHARES TR
+$15.5K
4,599
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.2K
1,056
+8%
减持
FTEC
FIDELITY COVINGTON TRUST
+$13.9K
1,766
-8%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$11.8K
27,928
+1%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
+$11.1K
6,438
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$9.9K
5,795
+3%
增持
XTEN
BONDBLOXX ETF TRUST
+$9.8K
10,919
+1%
减持
IUSB
ISHARES TR
-$9.5K
14,806
-2%
增持
META
META PLATFORMS INC
+$8.9K
442
+2%
减持
IJJ
ISHARES TR
+$7.3K
5,232
-4%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$7.2K
10,797
+3%
减持
VNQ
VANGUARD INDEX FDS
+$6.5K
7,742
-2%
增持
SYK
STRYKER CORPORATION
-$6.3K
892
+4%
增持
OKE
ONEOK INC NEW
-$6.2K
3,412
+9%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$4.1K
5,483
-5%
增持
V
VISA INC
-$2.1K
664
+0%
