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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 108 项
建仓 8
增持 40
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$3.8M
96,420
减持
PMAY
INNOVATOR ETFS TRUST
-$2.7M
32,185
-68%
减持
PMAR
INNOVATOR ETFS TRUST
-$1.1M
12,000
-68%
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。
建仓
PPTA
PERPETUA RESOURCES CORP
+$1.0M
43,310
减持
—
NEW GOLD INC CDA
-$726.9K
273,330
-37%
增持
SKE
SKEENA RES LTD NEW
+$712.7K
45,257
+131%
减持
GDX
VANECK ETF TRUST
+$573.5K
81,878
-3%
减持
MSFT
MICROSOFT CORP
-$554.4K
13,417
-1%
减持
MS
MORGAN STANLEY
+$467.1K
31,001
-2%
清仓
BMAR
INNOVATOR ETFS TRUST
-$448.9K
0
-100%
增持
POCT
INNOVATOR ETFS TRUST
+$446.1K
20,990
+90%
增持
AGI
ALAMOS GOLD INC NEW
+$412.5K
75,858
+5%
增持
UITB
VICTORY PORTFOLIOS II
+$390.7K
191,227
+5%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$383.5K
6,995
增持
VXUS
VANGUARD STAR FDS
+$381.1K
81,261
+4%
增持
QFLR
INNOVATOR ETFS TRUST
+$342.7K
198,332
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$340.9K
18,221
+2%
增持
ODV
OSISKO DEVELOPMENT CORP
+$339.1K
180,550
+110%
增持
USTB
VICTORY PORTFOLIOS II
+$322.1K
158,859
+4%
增持
BUG
GLOBAL X FDS
-$314.3K
78,564
+2%
增持
PDEC
INNOVATOR ETFS TRUST
+$309.0K
72,255
+7%
清仓
—
ISHARES TR
-$302.3K
0
-100%
减持
GOOGL
ALPHABET INC
+$293.1K
4,367
-1%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$271.5K
37,007
+2%
清仓
COST
COSTCO WHSL CORP NEW
-$259.2K
0
-100%
建仓
WMT
WALMART INC
+$251.6K
2,258
清仓
BFEB
INNOVATOR ETFS TRUST
-$250.4K
0
-100%
增持
SFLR
INNOVATOR ETFS TRUST
+$241.9K
166,416
+2%
减持
GOOG
ALPHABET INC
+$235.8K
3,821
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$231.4K
25,896
-12%
增持
IWM
ISHARES TR
+$223.6K
22,635
+2%
清仓
HD
HOME DEPOT INC
-$221.2K
0
-100%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$218.6K
17,000
增持
QQQ
INVESCO QQQ TR
+$217.2K
12,392
+1%
清仓
BMAY
INNOVATOR ETFS TRUST
-$216.9K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$214.2K
1,000
清仓
UTG
REAVES UTIL INCOME FD
-$212.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$207.5K
0
-100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$206.1K
180,374
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$206.0K
31,089
+3%
清仓
C
CITIGROUP INC
-$202.9K
0
-100%
清仓
LH
LABCORP HOLDINGS INC
-$200.8K
0
-100%
建仓
DDFO
INNOVATOR ETFS TRUST
+$200.6K
9,280
减持
AAPL
APPLE INC
+$200.4K
11,918
-0%
建仓
WFC
WELLS FARGO CO NEW
+$200.4K
2,150
增持
PNOV
INNOVATOR ETFS TRUST
+$196.0K
14,735
+44%
减持
STIP
ISHARES TR
-$195.9K
13,010
-12%
增持
NEE
NEXTERA ENERGY INC
+$182.8K
7,768
+33%
减持
CCI
CROWN CASTLE INC
-$178.1K
2,558
-39%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$162.2K
1,708
-17%
减持
PJAN
INNOVATOR ETFS TRUST
-$146.6K
11,136
-24%
增持
TBIL
RBB FD INC
+$145.3K
167,991
+2%
减持
TMUS
T-MOBILE US INC
-$140.8K
3,860
-0%
增持
AEM
AGNICO EAGLE MINES LTD
+$134.9K
25,801
+3%
增持
EWZ
ISHARES INC
+$116.4K
12,789
+37%
减持
AMT
AMERICAN TOWER CORP NEW
-$115.5K
1,900
-19%
减持
ECL
ECOLAB INC
-$110.3K
1,252
-22%
增持
VO
VANGUARD INDEX FDS
+$107.6K
18,913
+3%
增持
ITOT
ISHARES TR
+$104.5K
8,025
+7%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$102.6K
15,319
+6%
增持
NXT
NEXTPOWER INC
+$98.3K
6,368
+3%
减持
CVX
CHEVRON CORP NEW
-$97.8K
1,600
-27%
减持
RSG
REPUBLIC SVCS INC
-$96.8K
5,257
-0%
增持
BDEC
INNOVATOR ETFS TRUST
+$96.2K
9,000
+23%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$84.0K
12,659
+9%
减持
PFEB
INNOVATOR ETFS TRUST
-$83.8K
34,271
-8%
减持
VMC
VULCAN MATLS CO
-$81.7K
900
-18%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$71.0K
57,890
+0%
减持
SHY
ISHARES TR
-$68.1K
6,602
-11%
清仓
EVGO
EVGO INC
-$68.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$65.0K
3,467
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$53.1K
10,993
-1%
减持
MDLZ
MONDELEZ INTL INC
-$53.1K
4,700
-4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$50.6K
1,414
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$46.1K
67,547
+4%
减持
PAPR
INNOVATOR ETFS TRUST
-$42.6K
113,699
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$39.1K
2,570
-27%
减持
PJUN
INNOVATOR ETFS TRUST
+$37.8K
63,085
-0%
减持
AMZN
AMAZON COM INC
+$35.6K
6,291
-2%
增持
DVS
DOLLY VARDEN SILVER CORP
+$35.1K
50,000
+35%
减持
PEP
PEPSICO INC
-$32.5K
7,264
-5%
增持
IXUS
ISHARES TR
+$31.3K
4,613
+6%
增持
IEF
ISHARES TR
+$29.9K
4,781
+7%
减持
ABBV
ABBVIE INC
-$22.0K
4,536
-1%
减持
PAVE
GLOBAL X FDS
-$21.9K
12,030
-4%
减持
BJAN
INNOVATOR ETFS TRUST
-$21.7K
4,950
-11%
减持
ABT
ABBOTT LABS
-$21.3K
2,214
-1%
减持
BAUG
INNOVATOR ETFS TRUST
-$20.1K
8,850
-6%
增持
IJH
ISHARES TR
+$19.9K
3,465
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.0K
904
+4%
减持
NVDA
NVIDIA CORPORATION
-$18.8K
2,170
-4%
增持
BNOV
INNOVATOR ETFS TRUST
+$18.2K
5,325
+6%
减持
WELL
WELLTOWER INC
+$17.0K
3,276
-1%
增持
—
EXXON MOBIL CORP
+$16.4K
2,099
+0%
减持
PSEP
INNOVATOR ETFS TRUST
+$13.9K
43,180
-1%
增持
VPU
VANGUARD WORLD FD
-$13.4K
15,284
+2%
减持
V
VISA INC
+$12.2K
4,193
-2%
减持
BAC
BANK AMERICA CORP
-$12.1K
5,535
-10%
增持
SPTM
SPDR SERIES TRUST
+$11.1K
5,752
+0%
减持
JAJL
INNOVATOR ETFS TRUST
-$10.1K
10,350
-5%
减持
BA
BOEING CO
-$9.8K
3,292
-2%
增持
QUAL
ISHARES TR
+$9.5K
1,640
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$9.2K
1,044
-2%
减持
SDY
SPDR SERIES TRUST
-$8.0K
2,077
-2%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$7.8K
3,500
-1%
减持
PAUG
INNOVATOR ETFS TRUST
+$7.7K
20,805
-1%
减持
VTI
VANGUARD INDEX FDS
-$7.7K
2,148
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$7.2K
12,535
-3%