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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 106 项
建仓 17
增持 29
减持 43
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SCHP
SCHWAB STRATEGIC TR
-$5.0M
20,952
-79%
建仓
IGHG
PROSHARES TR
+$4.3M
60,148
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$3.3M
70,952
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。
清仓
SHY
ISHARES TR
-$2.9M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.8M
19,202
+84%
减持
SPMB
SPDR SER TR
-$2.7M
17,978
-85%
增持
STIP
ISHARES TR
+$2.5M
95,581
+34%
清仓
HYG
ISHARES TR
-$2.4M
0
-100%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$2.2M
68,177
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
17,901
+366%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$2.0M
30,357
建仓
FENY
FIDELITY COVINGTON TRUST
+$2.0M
93,691
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$1.9M
74,277
清仓
INFL
LISTED FD TR
-$1.9M
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$1.8M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.5M
16,109
-32%
建仓
VFH
VANGUARD WORLD FDS
+$1.5M
15,536
清仓
XLF
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.4M
38,308
-33%
清仓
XLE
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$1.1M
26,197
+35%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.1M
23,705
+216%
清仓
—
KIRKLAND LAKE GOLD LTD
-$894.0K
0
-100%
建仓
GOOG
ALPHABET INC
+$665.0K
238
增持
MSFT
MICROSOFT CORP
-$509.0K
21,140
+1%
清仓
GM
GENERAL MTRS CO
-$488.0K
0
-100%
建仓
BJAN
INNOVATOR ETFS TR
+$464.0K
12,850
减持
PAVE
GLOBAL X FDS
-$462.0K
54,194
-22%
减持
—
ETF MANAGERS TR
-$409.0K
16,126
-25%
建仓
PJUN
INNOVATOR ETFS TR
+$405.0K
12,600
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$402.0K
3,855
建仓
PJAN
INNOVATOR ETFS TR
+$390.0K
11,983
建仓
GS
GOLDMAN SACHS GROUP INC
+$381.0K
1,155
清仓
INSP
INSPIRE MED SYS INC
-$334.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$319.0K
4,240
-10%
增持
JPM
JPMORGAN CHASE & CO
-$319.0K
15,931
+1%
清仓
CWB
SPDR SER TR
-$312.0K
0
-100%
减持
GDX
VANECK ETF TRUST
+$309.0K
87,801
-8%
增持
MS
MORGAN STANLEY
-$283.0K
33,208
+2%
减持
PMAY
INNOVATOR ETFS TR
-$277.0K
48,265
-16%
建仓
POCT
INNOVATOR ETFS TR
+$252.0K
8,350
清仓
SQ
BLOCK INC
-$249.0K
0
-100%
建仓
FDX
FEDEX CORP
+$243.0K
1,050
建仓
DVN
DEVON ENERGY CORP NEW
+$242.0K
4,100
清仓
—
LABORATORY CORP AMER HLDGS
-$235.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$227.0K
3,337
-26%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$220.0K
0
-100%
减持
NOK
NOKIA CORP
-$220.0K
118,537
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$214.0K
39,646
-3%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$213.0K
0
-100%
减持
SPTI
SPDR SER TR
-$212.0K
19,953
-22%
减持
BMAY
INNOVATOR ETFS TR
-$207.0K
11,720
-34%
建仓
UNP
UNION PAC CORP
+$205.0K
750
减持
ABBV
ABBVIE INC
+$196.0K
7,893
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$182.0K
3,593
-26%
增持
BA
BOEING CO
+$179.0K
5,721
+26%
增持
CVX
CHEVRON CORP NEW
+$160.0K
3,150
+5%
增持
PYPL
PAYPAL HLDGS INC
+$155.0K
5,331
+118%
减持
ABT
ABBOTT LABS
-$151.0K
6,119
-2%
清仓
—
LI-CYCLE HOLDINGS CORP
-$148.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$143.0K
364
-9%
减持
EXAS
EXACT SCIENCES CORP
-$136.0K
3,000
-33%
增持
IQLT
ISHARES TR
+$135.0K
9,625
+72%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$131.0K
1,090
+28%
减持
PFE
PFIZER INC
-$126.0K
12,933
-4%
减持
SPTS
SPDR SER TR
-$125.0K
24,347
-13%
增持
TMUS
T-MOBILE US INC
+$124.0K
6,055
+8%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$120.0K
5,199
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$117.0K
5,785
-18%
增持
EVGO
EVGO INC
+$108.0K
35,100
+2%
减持
UAPR
INNOVATOR ETFS TR
-$106.0K
66,583
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$102.0K
14,778
-3%
减持
QUAL
ISHARES TR
-$97.0K
1,929
-21%
减持
—
BARRICK GOLD CORP
+$92.0K
23,500
-8%
减持
PAPR
INNOVATOR ETFS TR
-$91.0K
80,382
-5%
增持
AGI
ALAMOS GOLD INC NEW
+$89.0K
84,690
+4%
增持
KT
KT CORP
+$79.0K
18,200
+26%
减持
FIS
FIDELITY NATL INFORMATION SV
-$71.0K
3,485
-10%
减持
MRK
MERCK & CO INC
-$70.0K
2,684
-29%
减持
—
NEW GOLD INC CDA
+$65.0K
369,950
-8%
减持
RPAR
TIDAL ETF TR
-$63.0K
20,850
-6%
减持
JNJ
JOHNSON & JOHNSON
+$57.0K
10,295
-0%
增持
DLR
DIGITAL RLTY TR INC
-$48.0K
1,500
+2%
减持
—
II-VI INC
-$44.0K
6,420
-14%
减持
VTI
VANGUARD INDEX FDS
-$44.0K
1,400
-7%
减持
RSG
REPUBLIC SVCS INC
-$43.0K
5,670
-0%
增持
PEP
PEPSICO INC
-$39.0K
12,117
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$34.0K
1,556
-11%
减持
DTE
DTE ENERGY CO
+$32.0K
3,737
-3%
减持
V
VISA INC
-$30.0K
4,852
-5%
增持
F
FORD MTR CO DEL
-$30.0K
20,136
+13%
减持
—
TPG PACE BEN FIN CORP
-$28.0K
13,700
-18%
减持
BOCT
INNOVATOR ETFS TR
-$26.0K
8,085
-7%
增持
SPTM
SPDR SER TR
-$26.0K
11,631
+1%
增持
PG
PROCTER AND GAMBLE CO
-$25.0K
5,378
+4%
减持
WELL
WELLTOWER INC
-$25.0K
4,423
-16%
增持
BAC
BK OF AMERICA CORP
+$18.0K
12,085
+12%
减持
TOTL
SSGA ACTIVE ETF TR
-$18.0K
6,760
-0%
增持
GOOGL
ALPHABET INC
-$16.0K
390
+3%
增持
AAPL
APPLE INC
-$16.0K
37,075
+1%
增持
IDV
ISHARES TR
+$10.0K
6,974
+3%
减持
CMS
CMS ENERGY CORP
+$6.0K
6,443
-6%
增持
UTG
REAVES UTIL INCOME FD
+$3.0K
7,525
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0K
37,765
+2%