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Pinnacle Wealth Management Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pinnacle Wealth Management Group, Inc.

报告期 2026-03-31 · CIK 0001868491

持仓数

120

前50大市值合计

$175.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$10.2M

132,816

5.8%

USTB VICTORY PORTFOLIOS II

SHORT TRM BD ETF

$9.0M

178,774

5.2%

SFLR INNOVATOR ETFS TRUST

QUITY MANAGD FLR

$8.6M

244,025

4.9%

QFLR INNOVATOR ETFS TRUST

NASDAQ 100 MANA

$8.3M

250,577

4.8%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$7.8M

85,324

4.5%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$7.4M

157,588

4.2%

UITB VICTORY PORTFOLIOS II

CORE INTERMEDIAT

$7.3M

154,735

4.1%

TBIL RBB FD INC

F/M US TREASURY

$6.2M

124,179

3.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.6M

19,424

3.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$5.6M

22,471

3.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$5.4M

27,913

3.1%

AEM AGNICO EAGLE MINES LTD

COM

$5.3M

26,312

3.0%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$5.2M

70,988

3.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.2M

8,951

2.9%

MS MORGAN STANLEY

COM NEW

$5.0M

30,193

2.8%

MSFT MICROSOFT CORP

COM

$4.8M

12,977

2.7%

PAPR INNOVATOR ETFS TRUST

US EQT PWR BUF

$4.5M

112,506

2.6%

EMLC VANECK ETF TRUST

JP MRGAN EM LOC

$4.4M

176,151

2.5%

GNOV FIRST TR EXCHNG TRADED FD VI

FT VEST U.S EQT

$3.7M

94,320

2.1%

AGI ALAMOS GOLD INC

COM CL A

$3.5M

78,263

2.0%

VPU VANGUARD WORLD FD

UTILITIES ETF

$3.3M

16,509

1.9%

JPM JPMORGAN CHASE & CO

COM

$3.2M

10,851

1.8%

KBWB INVESCO EXCH TRADED FD TR II

KBW BK ETF

$3.1M

38,665

1.7%

PDEC INNOVATOR ETFS TRUST

US EQTY PWR BUF

$3.0M

71,605

1.7%

AAPL APPLE INC

COM

$3.0M

11,867

1.7%

SPHD INVESCO EXCH TRADED FD TR II

S&P500 HDL VOL

$3.0M

60,234

1.7%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$2.8M

19,153

1.6%

PJUN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$2.6M

62,705

1.5%

CDE COEUR MNG INC

COM NEW

$2.6M

137,215

1.5%

PSEP INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.9M

43,065

1.1%

SKE SKEENA RES LTD NEW

COM

$1.7M

58,401

1.0%

DDTL INNOVATOR ETFS TRUST

EQUITY DUAL DIRT

$1.7M

81,285

1.0%

PFEB INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.5M

37,728

0.9%

PPTA PERPETUA RESOURCES CORP

COM

$1.5M

51,610

0.8%

ITOT ISHARES TR

CORE S&P TTL STK

$1.4M

9,736

0.8%

VZ VERIZON COMMUNICATIONS INC

COM

$1.3M

25,854

0.7%

PMAY INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.3M

31,985

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$1.3M

4,436

0.7%

AMZN AMAZON COM INC

COM

$1.3M

6,101

0.7%

V VISA INC

COM CL A

$1.2M

4,089

0.7%

STIP ISHARES TR

0-5 YR TIPS ETF

$1.2M

11,467

0.7%

RSG REPUBLIC SVCS INC

COM

$1.2M

5,257

0.7%

GOOG ALPHABET INC

CAP STK CL C

$1.1M

3,821

0.6%

PEP PEPSICO INC

COM

$1.0M

6,756

0.6%

ABBV ABBVIE INC

COM

$1.0M

4,716

0.6%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$929.4K

2,750

0.5%

POCT INNOVATOR ETFS TRUST

US EQTY PWR BUF

$902.1K

20,925

0.5%

PAUG INNOVATOR ETFS TRUST

US EQTY PWR BF

$888.8K

20,805

0.5%

ODV OSISKO DEVELOPMENT CORP

COM NEW

$773.8K

238,083

0.4%

NXT NEXTPOWER INC

CLASS A COM

$767.7K

6,368

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

VXUS5.8%USTB5.2%SFLR4.9%QFLR4.8%GDX4.5%VMBS4.2%