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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
$175.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 91 项
建仓 6
增持 32
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
INFL
LISTED FD TR
+$1.3M
43,217
增持
STIP
ISHARES TR
+$1.0M
66,046
+18%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.0M
7,677
-19%
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
XLI
SELECT SECTOR SPDR TR
-$937.0K
7,262
-55%
增持
PAVE
GLOBAL X FDS
+$891.0K
63,910
+125%
增持
SCHP
SCHWAB STRATEGIC TR
+$645.0K
100,216
+11%
减持
ZOMDF
ZOMEDICA CORP
-$520.0K
605,022
-40%
建仓
CSCO
CISCO SYS INC
+$520.0K
9,560
清仓
—
CLIMATE CHANGE CRISIS REAL I
-$467.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$466.0K
15,645
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$463.0K
38,052
-15%
增持
GDX
VANECK ETF TRUST
-$439.0K
101,555
+1%
减持
CLX
CLOROX CO DEL
-$411.0K
1,616
-57%
清仓
TDOC
TELADOC HEALTH INC
-$401.0K
0
-100%
增持
—
NEW GOLD INC CDA
-$320.0K
439,250
+1%
减持
QQQ
INVESCO QQQ TR
-$312.0K
13,129
-7%
清仓
IWM
ISHARES TR
-$292.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$284.0K
21,655
+1%
清仓
—
1LIFE HEALTHCARE INC
-$280.0K
0
-100%
清仓
SPYG
SPDR SER TR
-$265.0K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$261.0K
2,575
增持
SPMB
SPDR SER TR
+$255.0K
133,558
+9%
建仓
DLR
DIGITAL RLTY TR INC
+$249.0K
1,725
清仓
UMAY
INNOVATOR ETFS TR
-$246.0K
0
-100%
增持
AAPL
APPLE INC
+$236.0K
36,555
+1%
增持
JNJ
JOHNSON & JOHNSON
+$234.0K
10,485
+18%
清仓
—
GLAXOSMITHKLINE PLC
-$227.0K
0
-100%
建仓
PSEP
INNOVATOR ETFS TR
+$225.0K
7,740
清仓
VTEB
VANGUARD MUN BD FDS
-$221.0K
0
-100%
清仓
SUB
ISHARES TR
-$216.0K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$216.0K
67,540
-5%
减持
SPTI
SPDR SER TR
-$214.0K
27,009
-20%
减持
BSV
VANGUARD BD INDEX FDS
-$211.0K
8,070
-24%
清仓
STNE
STONECO LTD
-$201.0K
0
-100%
建仓
KT
KT CORP
+$197.0K
14,500
减持
SPTM
SPDR SER TR
-$196.0K
11,283
-25%
减持
IWN
ISHARES TR
-$187.0K
3,800
-21%
减持
BA
BOEING CO
-$177.0K
4,647
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$172.0K
27,784
-3%
减持
TOTL
SSGA ACTIVE ETF TR
-$170.0K
6,780
-34%
减持
UAPR
INNOVATOR ETFS TR
-$163.0K
71,750
-8%
减持
—
ETF MANAGERS TR
-$160.0K
24,826
-5%
增持
SHY
ISHARES TR
+$158.0K
34,284
+6%
增持
JPM
JPMORGAN CHASE & CO
+$153.0K
15,397
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$151.0K
27,320
+16%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$139.0K
5,347
-2%
增持
GOOGL
ALPHABET INC
+$136.0K
388
+5%
清仓
—
PERIDOT ACQUISITION CORP
-$135.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$122.0K
43,755
+6%
增持
EXAS
EXACT SCIENCES CORP
-$111.0K
5,900
+9%
减持
PYPL
PAYPAL HLDGS INC
-$104.0K
2,430
-4%
减持
FIS
FIDELITY NATL INFORMATION SV
-$101.0K
4,294
-2%
减持
SBUX
STARBUCKS CORP
-$93.0K
5,587
-12%
增持
RSG
REPUBLIC SVCS INC
+$90.0K
5,695
+6%
减持
BAC
BK OF AMERICA CORP
-$88.0K
11,355
-18%
减持
AMZN
AMAZON COM INC
-$80.0K
409
-1%
减持
NOK
NOKIA CORP
-$76.0K
149,565
-11%
增持
HYG
ISHARES TR
+$75.0K
31,682
+3%
减持
NVTA
INVITAE CORP
-$74.0K
8,794
-8%
增持
PFE
PFIZER INC
+$72.0K
13,483
+4%
减持
ABBV
ABBVIE INC
-$70.0K
8,008
-3%
减持
PAPR
INNOVATOR ETFS TR
-$68.0K
84,715
-3%
减持
UTG
REAVES UTIL INCOME FD
-$65.0K
10,363
-12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$65.0K
43,261
+7%
减持
MS
MORGAN STANLEY
+$65.0K
31,993
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$64.0K
26,320
+3%
减持
SPYV
SPDR SER TR
-$61.0K
6,030
-19%
增持
QUAL
ISHARES TR
+$55.0K
2,156
+25%
减持
PMAY
INNOVATOR ETFS TR
-$54.0K
57,465
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$48.0K
3,236
-11%
增持
V
VISA INC
-$46.0K
6,397
+2%
增持
NEM
NEWMONT CORP
-$43.0K
7,005
+5%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$40.0K
23,146
+1%
减持
IDV
ISHARES TR
-$34.0K
10,007
-4%
增持
—
II-VI INC
+$31.0K
7,248
+32%
减持
SO
SOUTHERN CO
-$28.0K
5,814
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$28.0K
3,780
-6%
增持
—
TPG PACE BEN FIN CORP
-$26.0K
25,700
+11%
增持
XLRE
SELECT SECTOR SPDR TR
+$26.0K
35,430
+1%
减持
CWB
SPDR SER TR
-$17.0K
5,174
-2%
减持
PEP
PEPSICO INC
+$16.0K
12,157
-1%
减持
SPTS
SPDR SER TR
-$14.0K
27,914
-2%
增持
AGI
ALAMOS GOLD INC NEW
-$13.0K
79,190
+4%
减持
WFC
WELLS FARGO CO NEW
-$12.0K
12,900
-4%
增持
WELL
WELLTOWER INC
+$11.0K
7,165
+3%
减持
VTI
VANGUARD INDEX FDS
-$10.0K
1,645
-2%
增持
SPEM
SPDR INDEX SHS FDS
-$10.0K
49,332
+6%
减持
HD
HOME DEPOT INC
+$9.0K
1,216
-0%
减持
KO
COCA COLA CO
-$8.0K
4,435
-0%
增持
RPAR
TIDAL ETF TR
+$2.0K
24,250
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$0
3,838
+1%