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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 58
减持 46
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SERIES TRUST
+$10.1M
109,834
减持
QQQ
INVESCO QQQ TR
-$7.0M
17,453
-37%
减持
FCUS
TIDAL TRUST II
-$3.9M
494,045
-28%
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
EEM
ISHARES TR
+$3.1M
85,023
+168%
减持
EFA
ISHARES TR
-$2.9M
69,035
-31%
减持
GLD
SPDR GOLD TR
-$2.7M
3,641
-66%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.4M
71,373
-33%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.3M
153,518
+92%
建仓
SLYG
SPDR SERIES TRUST
+$1.9M
20,057
增持
SLYV
SPDR SERIES TRUST
+$1.5M
27,666
+118%
清仓
SPMD
SPDR SERIES TRUST
-$1.3M
0
-100%
清仓
SPYG
SPDR SERIES TRUST
-$1.3M
0
-100%
清仓
SPSM
SPDR SERIES TRUST
-$1.3M
0
-100%
减持
DIA
STATE STR SPDR DOW JONES IND
-$1.2M
2,721
-47%
清仓
SPYV
SPDR SERIES TRUST
-$1.1M
0
-100%
清仓
MDYV
SPDR SERIES TRUST
-$1.1M
0
-100%
清仓
ARKK
ARK ETF TR
-$1.1M
0
-100%
减持
IVV
ISHARES TR
-$1.0M
22,869
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$1.0M
9,219
-72%
建仓
SOXS
DIREXION SHARES ETF TRUST
+$1.0M
26,207
减持
SCHG
SCHWAB STRATEGIC TR
-$994.4K
206,605
-4%
减持
XLF
SELECT SECTOR SPDR TR
-$782.2K
20,707
-37%
减持
TSLA
TESLA INC
-$689.2K
8,136
-1%
清仓
XLB
SELECT SECTOR SPDR TR
-$658.2K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$656.8K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$652.1K
85,422
+8%
清仓
XLY
SELECT SECTOR SPDR TR
-$649.9K
0
-100%
建仓
LLY
ELI LILLY & CO
+$620.5K
675
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$601.3K
0
-100%
减持
AAPL
APPLE INC
-$590.6K
25,668
-2%
减持
AMZN
AMAZON COM INC
-$551.2K
13,639
-7%
增持
BND
VANGUARD BD INDEX FDS
+$517.8K
37,086
+24%
减持
NVDA
NVIDIA CORPORATION
-$491.0K
39,117
-0%
建仓
GOVT
ISHARES TR
+$438.1K
19,124
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$430.8K
8,480
清仓
IEMG
ISHARES INC
-$420.7K
0
-100%
建仓
GYLD
ARROW ETF TR
+$411.0K
29,889
建仓
CORO
BLACKROCK ETF TRUST
+$391.7K
12,181
增持
—
EXXON MOBIL CORP
+$391.3K
7,431
+3%
增持
SGVT
SCHWAB STRATEGIC TR
+$354.5K
7,497
+88%
减持
XLU
SELECT SECTOR SPDR TR
-$353.7K
8,394
-52%
增持
DVY
ISHARES TR
+$336.9K
26,587
+2%
建仓
ACWX
ISHARES TR
+$332.8K
4,860
清仓
CRWV
COREWEAVE INC
-$322.7K
0
-100%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$319.8K
78,244
+26%
清仓
KIE
SPDR SERIES TRUST
-$318.8K
0
-100%
清仓
SLX
VANECK ETF TRUST
-$314.0K
0
-100%
清仓
KRE
SPDR SERIES TRUST
-$310.8K
0
-100%
清仓
XHB
SPDR SERIES TRUST
-$306.3K
0
-100%
建仓
SQQQ
PROSHARES TR
+$301.9K
3,751
清仓
XRT
SPDR SERIES TRUST
-$300.6K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$286.6K
23,456
+7%
建仓
XLE
SELECT SECTOR SPDR TR
+$285.4K
4,659
减持
SCHX
SCHWAB STRATEGIC TR
-$279.7K
67,958
-10%
建仓
XOP
SPDR SERIES TRUST
+$276.4K
1,520
建仓
AVEM
AMERICAN CENTY ETF TR
+$273.7K
3,397
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$270.2K
31,513
+8%
减持
USMV
ISHARES TR
-$265.4K
2,554
-52%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$263.8K
2,353
减持
QUAL
ISHARES TR
-$261.4K
2,205
-36%
清仓
PATH
UIPATH INC
-$249.9K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$248.0K
1,016
减持
EFV
ISHARES TR
-$246.8K
6,499
-36%
清仓
FTXO
FIRST TR EXCHANGE TRADED FD
-$242.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$238.4K
7,965
+1%
清仓
TBIL
RBB FD INC
-$237.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$234.6K
331
建仓
FLRN
SPDR SERIES TRUST
+$231.4K
7,517
清仓
GLDM
WORLD GOLD TR
-$225.3K
0
-100%
建仓
HIBS
DIREXION SHARES ETF TRUST
+$225.1K
4,779
建仓
DGCB
DIMENSIONAL ETF TRUST
+$222.4K
4,108
清仓
AXP
AMERICAN EXPRESS CO
-$222.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$220.3K
38,410
-15%
清仓
V
VISA INC
-$218.9K
0
-100%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$210.4K
0
-100%
清仓
HYBL
SSGA ACTIVE TR
-$208.8K
0
-100%
减持
DFSD
DIMENSIONAL ETF TRUST
-$208.7K
10,021
-30%
增持
ONEQ
FIDELITY COMWLTH TR
-$193.1K
46,610
+3%
清仓
SBET
SHARPLINK GAMING INC
-$185.5K
0
-100%
增持
META
META PLATFORMS INC
+$178.0K
773
+93%
减持
IGIB
ISHARES TR
-$175.5K
29,078
-9%
减持
IGLB
ISHARES TR
-$161.8K
71,322
-3%
增持
WMT
WALMART INC
+$157.7K
7,543
+8%
减持
DYNF
BLACKROCK ETF TRUST
-$136.6K
10,847
-14%
减持
SMH
VANECK ETF TRUST
-$136.0K
735
-37%
减持
ITOT
ISHARES TR
-$130.8K
10,599
-4%
增持
IRM
IRON MTN INC DEL
+$115.4K
5,880
+1%
减持
SLV
ISHARES SILVER TR
-$107.1K
22,406
-12%
增持
CVX
CHEVRON CORPORATION
+$102.8K
1,834
+1%
增持
WMB
WILLIAMS COS INC
+$88.9K
6,942
+0%
减持
PSX
PHILLIPS 66
+$78.2K
1,791
-7%
增持
JNJ
JOHNSON & JOHNSON
+$71.1K
1,191
+12%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$69.6K
12,562
+4%
减持
METC
RAMACO RES INC
-$69.1K
21,637
-4%
减持
BINC
BLACKROCK ETF TRUST II
-$67.8K
5,145
-19%
建仓
GGN
GAMCO GLOBAL GOLD NAT RES &
+$66.2K
12,434
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$61.9K
1,045
-2%
增持
OKE
ONEOK INC NEW
+$58.7K
3,451
+0%
增持
DBMF
LITMAN GREGORY FDS TR
+$53.5K
19,519
+2%
减持
MDYG
SPDR SERIES TRUST
-$51.6K
3,008
-18%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$49.3K
23,241
+1%
增持
SCHI
SCHWAB STRATEGIC TR
+$48.1K
56,843
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$44.7K
32,628
+5%
增持
IVW
ISHARES TR
-$42.0K
6,413
+3%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$41.9K
2,403
+7%
减持
GOOGL
ALPHABET INC
-$41.4K
1,439
-1%
增持
LTC
LTC PPTYS INC
+$40.3K
14,042
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$38.2K
10,932
+4%
增持
GOOG
ALPHABET INC
-$37.6K
1,748
+2%
增持
BAC
BANK AMERICA CORP
-$34.6K
7,605
+3%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$34.4K
6,852
-1%
增持
SPYM
SPDR SERIES TRUST
+$33.8K
29,654
+6%
增持
IUSB
ISHARES TR
+$32.9K
13,699
+6%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$31.5K
40,582
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
-$27.2K
30,111
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$26.8K
5,207
-7%
减持
IVE
ISHARES TR
-$25.7K
17,923
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$25.5K
2,113
+7%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$25.0K
6,924
-5%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$24.8K
29,586
-3%
减持
NEE
NEXTERA ENERGY INC
+$22.9K
2,871
-5%
增持
TOTL
SSGA ACTIVE ETF TR
+$22.7K
14,758
+5%
增持
IAU
ISHARES GOLD TR
+$22.0K
3,036
+0%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
-$20.3K
4,041
+0%
减持
XLSR
SSGA ACTIVE TR
-$19.3K
3,767
-1%
增持
IJH
ISHARES TR
+$19.3K
6,187
+2%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$17.7K
1,275
+0%
增持
MSFT
MICROSOFT CORP
+$17.6K
915
+38%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$17.4K
12,984
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
-$17.2K
1,889
+3%
增持
IAGG
ISHARES TR
+$17.1K
5,659
+6%
增持
MBB
ISHARES TR
+$17.1K
5,074
+4%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$16.4K
9,613
-3%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$15.6K
30,532
+5%
增持
RTX
RTX CORPORATION
+$14.7K
1,283
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$13.9K
11,657
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$13.7K
6,659
+8%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$13.1K
3,742
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$11.6K
41,998
-1%
增持
SYK
STRYKER CORPORATION
+$8.9K
1,002
+10%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$8.7K
33,984
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$8.6K
5,016
+4%
增持
THRO
BLACKROCK ETF TRUST
-$7.5K
6,822
+3%
减持
IUSV
ISHARES TR
-$6.8K
2,123
-3%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$4.8K
4,049
+3%
增持
BAI
BLACKROCK ETF TRUST
+$3.8K
8,423
+2%
增持
EPR
EPR PPTYS
+$3.7K
6,879
+1%
增持
VNQ
VANGUARD INDEX FDS
+$3.0K
7,798
+0%
增持
QUS
SPDR SERIES TRUST
-$3.0K
1,296
+0%
减持
SPEM
SPDR INDEX SHS FDS
-$2.7K
8,725
-1%
