小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 145 项
建仓 28
增持 52
减持 54
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$5.0M
21,949
-27%
减持
SPEM
SPDR INDEX SHS FDS
-$3.9M
8,802
-90%
减持
SPYG
SPDR SERIES TRUST
-$2.8M
12,113
-69%
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
-$2.8M
27,831
-16%
减持
SPDW
SPDR INDEX SHS FDS
-$1.8M
33,040
-57%
建仓
EEM
ISHARES TR
+$1.7M
31,720
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
105,992
+32%
建仓
SPMD
SPDR SERIES TRUST
+$1.3M
22,855
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$1.3M
33,306
建仓
SPSM
SPDR SERIES TRUST
+$1.3M
27,550
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
1,984
-77%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.3M
79,302
+1%
减持
EFA
ISHARES TR
-$1.2M
99,712
-14%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
建仓
SLYV
SPDR SERIES TRUST
+$1.2M
12,670
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.1M
5,104
+80%
增持
SLV
ISHARES SILVER TR
+$1.1M
25,363
+110%
建仓
SPYV
SPDR SERIES TRUST
+$1.1M
19,390
建仓
MDYV
SPDR SERIES TRUST
+$1.1M
12,815
建仓
ARKK
ARK ETF TR
+$1.1M
13,824
减持
SPAB
SPDR SERIES TRUST
-$966.9K
41,615
-47%
增持
FCUS
TIDAL TRUST II
+$916.2K
690,653
+6%
增持
GLD
SPDR GOLD TR
+$804.6K
10,806
+10%
建仓
XLU
SELECT SECTOR SPDR TR
+$738.9K
17,309
增持
XLF
SELECT SECTOR SPDR TR
+$679.9K
32,947
+58%
建仓
XLB
SELECT SECTOR SPDR TR
+$658.2K
14,514
建仓
XLY
SELECT SECTOR SPDR TR
+$649.9K
5,443
建仓
TOTL
SSGA ACTIVE ETF TR
+$563.7K
14,004
清仓
IGV
ISHARES TR
-$558.0K
0
-100%
减持
CRWV
COREWEAVE INC
-$552.0K
4,507
-29%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$539.9K
29,987
+31%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$496.2K
39,975
-25%
减持
AAPL
APPLE INC
+$432.0K
26,135
-0%
清仓
EFG
ISHARES TR
-$425.7K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$417.7K
1,160
清仓
XLK
SELECT SECTOR SPDR TR
-$359.1K
0
-100%
清仓
IYW
ISHARES TR
-$350.9K
0
-100%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$337.3K
8,585
增持
METC
RAMACO RES INC
-$335.0K
22,425
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$326.6K
5,579
+100%
清仓
VTI
VANGUARD INDEX FDS
-$324.8K
0
-100%
建仓
KIE
SPDR SERIES TRUST
+$318.8K
5,300
建仓
SLX
VANECK ETF TRUST
+$314.0K
3,700
建仓
KRE
SPDR SERIES TRUST
+$310.8K
4,795
清仓
XLI
SELECT SECTOR SPDR TR
-$309.5K
0
-100%
建仓
XHB
SPDR SERIES TRUST
+$306.3K
2,975
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$302.7K
2,245
-31%
建仓
XRT
SPDR SERIES TRUST
+$300.6K
3,525
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$297.5K
1,273
-51%
建仓
BAI
BLACKROCK ETF TRUST
+$273.7K
8,219
建仓
PATH
UIPATH INC
+$249.9K
15,250
减持
IVV
ISHARES TR
+$247.3K
23,341
-1%
减持
SBET
SHARPLINK GAMING INC
-$246.5K
20,750
-18%
建仓
XLSR
SSGA ACTIVE TR
+$236.8K
3,801
建仓
QUS
SPDR SERIES TRUST
+$225.4K
1,294
建仓
GLDM
WORLD GOLD TR
+$225.3K
2,639
建仓
AXP
AMERICAN EXPRESS CO
+$222.0K
600
清仓
MSTR
STRATEGY INC
-$220.7K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$220.0K
1,063
建仓
HYBL
SSGA ACTIVE TR
+$208.8K
7,343
建仓
JPM
JPMORGAN CHASE & CO.
+$205.3K
637
清仓
FLRN
SPDR SERIES TRUST
-$200.8K
0
-100%
清仓
TZA
DIREXION SHS ETF TR
-$151.6K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$147.0K
7,896
+15%
增持
DFSD
DIMENSIONAL ETF TRUST
+$145.4K
14,359
+27%
增持
ONEQ
FIDELITY COMWLTH TR
+$131.7K
45,412
+1%
减持
SPYM
SPDR SERIES TRUST
-$128.1K
27,873
-8%
清仓
—
DIREXION SHS ETF TR
-$118.1K
0
-100%
减持
IGLB
ISHARES TR
-$114.9K
73,370
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$114.7K
45,155
-11%
增持
DYNF
BLACKROCK ETF TRUST
+$109.5K
12,625
+14%
增持
IRM
IRON MTN INC DEL
-$108.7K
5,849
+0%
增持
IVE
ISHARES TR
+$107.9K
17,966
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$103.8K
214,986
-1%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$98.0K
29,272
+0%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$97.5K
4,028
-2%
减持
IUSB
ISHARES TR
-$91.7K
12,889
-13%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$80.3K
62,184
+7%
减持
QUAL
ISHARES TR
-$79.6K
3,446
-12%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$75.5K
5,624
-19%
增持
—
EXXON MOBIL CORP
+$72.8K
7,225
+2%
减持
AMZN
AMAZON COM INC
+$68.9K
14,695
-3%
减持
EFV
ISHARES TR
-$68.2K
10,222
-13%
增持
XTEN
BONDBLOXX ETF TRUST
+$62.4K
12,365
+13%
减持
META
META PLATFORMS INC
-$60.6K
400
-10%
减持
SCHX
SCHWAB STRATEGIC TR
-$59.8K
75,146
-5%
减持
MSFT
MICROSOFT CORP
-$59.0K
664
-10%
增持
BND
VANGUARD BD INDEX FDS
+$58.6K
29,880
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$46.8K
18,021
+2%
增持
EPR
EPR PPTYS
-$45.9K
6,812
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$45.6K
42,227
+5%
减持
IEMG
ISHARES INC
-$42.5K
6,258
-11%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$40.6K
22,986
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$35.7K
12,028
+6%
增持
BAC
BANK AMERICA CORP
+$32.7K
7,371
+2%
增持
SCHI
SCHWAB STRATEGIC TR
+$31.1K
54,030
+3%
增持
LTC
LTC PPTYS INC
-$29.6K
14,005
+1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$28.7K
31,082
-2%
减持
NVDA
NVIDIA CORPORATION
-$27.3K
39,212
-0%
增持
MBB
ISHARES TR
+$27.1K
4,880
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$26.5K
6,348
+10%
减持
IGIB
ISHARES TR
-$25.7K
31,979
-1%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$25.0K
29,148
+4%
增持
IAGG
ISHARES TR
+$23.7K
5,320
+12%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$21.8K
12,036
-0%
增持
WMB
WILLIAMS COS INC
-$21.2K
6,926
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$21.1K
4,842
+1%
增持
VNQ
VANGUARD INDEX FDS
-$19.1K
7,783
+1%
增持
DBMF
LITMAN GREGORY FDS TR
+$18.8K
19,068
+1%
减持
IVW
ISHARES TR
-$18.7K
6,226
-4%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$18.3K
6,945
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$17.9K
1,826
+3%
减持
USMV
ISHARES TR
-$17.9K
5,334
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.2K
1,064
+1%
减持
RTX
RTX CORPORATION
+$16.4K
1,269
-2%
减持
TBIL
RBB FD INC
-$15.6K
4,763
-6%
增持
THRO
BLACKROCK ETF TRUST
+$14.8K
6,603
+4%
减持
NEE
NEXTERA ENERGY INC
+$14.1K
3,036
-0%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
+$13.0K
6,410
-0%
增持
PSX
PHILLIPS 66
-$11.4K
1,922
+1%
增持
IJH
ISHARES TR
+$10.5K
6,038
+2%
减持
SCHV
SCHWAB STRATEGIC TR
+$10.3K
80,002
-1%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$9.8K
30,371
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5K
1,001
+2%
增持
SYK
STRYKER CORPORATION
-$9.5K
911
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.1K
6,190
+1%
减持
V
VISA INC
-$7.7K
624
-6%
减持
ITOT
ISHARES TR
+$6.9K
11,032
-2%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$6.7K
3,945
-4%
增持
DVY
ISHARES TR
+$6.6K
26,135
+1%
减持
TSLA
TESLA INC
-$6.0K
8,244
-1%
减持
IJJ
ISHARES TR
+$6.0K
5,203
-1%
增持
IUSV
ISHARES TR
+$5.8K
2,183
+0%
增持
CVX
CHEVRON CORP NEW
-$4.5K
1,815
+0%
增持
OKE
ONEOK INC NEW
+$4.3K
3,445
+1%
增持
MDYG
SPDR SERIES TRUST
+$3.9K
3,682
+0%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$3.4K
12,873
-0%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$3.0K
10,964
+2%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$2.6K
3,850
-2%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.6K
7,262
-5%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.6K
11,692
-4%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$1.0K
9,929
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$884
10,548
+1%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$678
5,233
-5%
增持
HYG
ISHARES TR
+$265
2,646
+1%
