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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 90 项
建仓 9
增持 17
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.3M
36,550
-0%
减持
MSFT
MICROSOFT CORP
+$922.0K
20,893
-4%
清仓
XLI
SELECT SECTOR SPDR TR
-$711.0K
0
-100%
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
INFL
LISTED FD TR
+$660.0K
61,597
+43%
清仓
IWN
ISHARES TR
-$609.0K
0
-100%
增持
STIP
ISHARES TR
+$584.0K
71,398
+8%
减持
BABA
ALIBABA GROUP HLDG LTD
-$564.0K
4,826
-37%
减持
QQQ
INVESCO QQQ TR
-$544.0K
10,445
-20%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$508.0K
19,386
-16%
减持
—
ETF MANAGERS TR
-$431.0K
21,506
-13%
减持
UPS
UNITED PARCEL SERVICE INC
+$422.0K
15,260
-2%
减持
HYG
ISHARES TR
-$381.0K
27,479
-13%
增持
PAVE
GLOBAL X FDS
+$371.0K
69,281
+8%
建仓
VTV
VANGUARD INDEX FDS
+$349.0K
2,372
减持
SPMB
SPDR SER TR
-$345.0K
121,732
-9%
建仓
EVGO
EVGO INC
+$343.0K
34,500
减持
SPEM
SPDR INDEX SHS FDS
-$333.0K
42,539
-14%
增持
PDEC
INNOVATOR ETFS TR
+$330.0K
25,920
+61%
减持
V
VISA INC
-$319.0K
5,102
-20%
建仓
VMC
VULCAN MATLS CO
+$305.0K
1,467
建仓
BOCT
INNOVATOR ETFS TR
+$301.0K
8,700
清仓
CLX
CLOROX CO DEL
-$268.0K
0
-100%
清仓
NVTA
INVITAE CORP
-$250.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$238.0K
21,347
-22%
减持
PEP
PEPSICO INC
+$238.0K
11,898
-2%
清仓
SPYV
SPDR SER TR
-$235.0K
0
-100%
建仓
—
TRITON INTL LTD
+$223.0K
3,700
减持
SQ
BLOCK INC
-$223.0K
1,544
-22%
建仓
IQLT
ISHARES TR
+$220.0K
5,592
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$220.0K
1,600
减持
XLF
SELECT SECTOR SPDR TR
-$218.0K
36,457
-17%
减持
EXAS
EXACT SCIENCES CORP
-$217.0K
4,450
-25%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$213.0K
3,500
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$192.0K
23,731
-15%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$189.0K
57,113
-15%
增持
PYPL
PAYPAL HLDGS INC
-$170.0K
2,451
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$165.0K
1,756
-46%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$153.0K
5,175
-3%
建仓
—
LI-CYCLE HOLDINGS CORP
+$148.0K
14,900
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$140.0K
40,749
-6%
减持
WELL
WELLTOWER INC
-$140.0K
5,248
-27%
减持
—
NEW GOLD INC CDA
+$135.0K
400,950
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$132.0K
37,011
-3%
减持
CWB
SPDR SER TR
-$130.0K
3,760
-27%
减持
F
FORD MTR CO DEL
+$115.0K
17,816
-1%
减持
PG
PROCTER AND GAMBLE CO
+$109.0K
5,178
-2%
减持
—
TPG PACE BEN FIN CORP
-$107.0K
16,700
-35%
减持
BA
BOEING CO
-$105.0K
4,556
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$101.0K
3,856
-10%
减持
MRK
MERCK & CO INC
-$95.0K
3,784
-26%
减持
IDV
ISHARES TR
-$93.0K
6,761
-32%
减持
BSV
VANGUARD BD INDEX FDS
-$93.0K
7,030
-13%
增持
CVX
CHEVRON CORP NEW
+$92.0K
3,010
+17%
减持
SBUX
STARBUCKS CORP
-$85.0K
4,537
-19%
减持
UTG
REAVES UTIL INCOME FD
-$83.0K
7,319
-29%
减持
TMUS
T-MOBILE US INC
-$82.0K
5,630
-2%
增持
—
II-VI INC
+$79.0K
7,448
+3%
减持
CSCO
CISCO SYS INC
+$79.0K
9,460
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$76.0K
4,238
+12%
减持
JNJ
JOHNSON & JOHNSON
+$75.0K
10,335
-1%
增持
SPTM
SPDR SER TR
+$74.0K
11,499
+2%
增持
QUAL
ISHARES TR
+$73.0K
2,455
+14%
增持
MS
MORGAN STANLEY
+$72.0K
32,443
+1%
增持
GM
GENERAL MTRS CO
+$70.0K
8,329
+5%
减持
GDX
VANECK ETF TRUST
+$65.0K
95,486
-6%
减持
GOOGL
ALPHABET INC
+$64.0K
380
-2%
减持
AMT
AMERICAN TOWER CORP NEW
+$61.0K
4,730
-5%
减持
HD
HOME DEPOT INC
+$58.0K
1,101
-9%
减持
SPTI
SPDR SER TR
-$57.0K
25,462
-6%
增持
AEM
AGNICO EAGLE MINES LTD
+$57.0K
7,500
+14%
增持
AGI
ALAMOS GOLD INC NEW
+$54.0K
81,190
+3%
减持
PAPR
INNOVATOR ETFS TR
+$54.0K
84,382
-0%
减持
NOK
NOKIA CORP
+$52.0K
139,315
-7%
增持
ZOMDF
ZOMEDICA CORP
+$42.0K
1,172,334
+94%
增持
SCHP
SCHWAB STRATEGIC TR
+$42.0K
100,396
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$34.0K
23,014
-13%
减持
RPAR
TIDAL ETF TR
-$30.0K
22,150
-9%
增持
JPM
JPMORGAN CHASE & CO
-$29.0K
15,731
+2%
减持
WFC
WELLS FARGO CO NEW
-$28.0K
11,900
-8%
减持
SO
SOUTHERN CO
+$25.0K
5,614
-3%
减持
KO
COCA COLA CO
+$25.0K
4,363
-2%
减持
SHY
ISHARES TR
-$22.0K
34,282
-0%
减持
UAPR
INNOVATOR ETFS TR
+$22.0K
71,083
-1%
减持
DTE
DTE ENERGY CO
+$21.0K
3,867
-2%
减持
AMZN
AMAZON COM INC
-$14.0K
399
-2%
减持
DLR
DIGITAL RLTY TR INC
+$12.0K
1,475
-14%
减持
SPTS
SPDR SER TR
-$8.0K
27,837
-0%
减持
BAC
BK OF AMERICA CORP
-$2.0K
10,785
-5%
减持
VTI
VANGUARD INDEX FDS
-$2.0K
1,502
-9%
减持
XLRE
SELECT SECTOR SPDR TR
-$1.0K
30,389
-14%