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Pinnacle Financial Group, LLC / IL 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pinnacle Financial Group, LLC / IL
报告期 2026-03-31 · CIK 0001905962
持仓数
111
前50大市值合计
$339.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 104 项
建仓 11
增持 67
减持 22
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.2M
688,286
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.0M
536,053
+3%
增持
VSDB
VANGUARD MALVERN FDS
+$1.9M
30,804
+398%
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
PTRB
PGIM ETF TR
+$1.5M
85,264
+69%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.3M
74,001
+72%
增持
BOND
PIMCO ETF TR
+$1.3M
32,130
+70%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
151,615
+4%
减持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
684,426
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
152,058
+5%
增持
PYLD
PIMCO ETF TR
+$1.1M
131,153
+44%
增持
VBR
VANGUARD INDEX FDS
+$869.6K
31,738
+8%
增持
VHT
VANGUARD WORLD FD
+$857.9K
6,351
+99%
增持
VYM
VANGUARD WHITEHALL FDS
+$851.6K
85,344
+2%
增持
GLD
SPDR GOLD TR
+$793.1K
15,078
+1%
减持
DTD
WISDOMTREE TR
+$728.9K
261,261
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$717.8K
113,421
+3%
增持
EEM
ISHARES TR
+$716.3K
135,788
+0%
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$629.4K
36,414
增持
VOE
VANGUARD INDEX FDS
+$611.4K
22,663
+11%
建仓
AVUS
AMERICAN CENTY ETF TR
+$588.2K
5,411
增持
VO
VANGUARD INDEX FDS
+$545.5K
17,312
+7%
建仓
VOO
VANGUARD INDEX FDS
+$536.8K
900
增持
AAPL
APPLE INC
+$530.4K
10,227
+1%
减持
DVY
ISHARES TR
+$507.0K
63,595
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$471.5K
14,445
-2%
清仓
SDY
SPDR SERIES TRUST
-$458.8K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$417.0K
2,198
增持
VB
VANGUARD INDEX FDS
+$399.3K
21,459
+1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$399.2K
255,737
+5%
增持
AGG
ISHARES TR
+$344.0K
70,048
+4%
增持
VTI
VANGUARD INDEX FDS
+$335.8K
13,423
+0%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$298.9K
6,230
增持
DFAI
DIMENSIONAL ETF TRUST
+$291.1K
106,649
+3%
增持
INCM
FRANKLIN TEMPLETON ETF TR
+$276.9K
69,575
+14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$270.9K
27,762
-1%
建仓
EDIV
SPDR INDEX SHS FDS
+$261.7K
6,737
增持
VBK
VANGUARD INDEX FDS
+$252.7K
5,579
+10%
建仓
GOOGL
ALPHABET INC
+$230.7K
949
建仓
MS
MORGAN STANLEY
+$229.5K
1,444
建仓
DES
WISDOMTREE TR
+$216.6K
6,431
清仓
INDY
ISHARES TR
-$216.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$213.8K
6,026
+5%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$206.7K
1,500
建仓
PEP
PEPSICO INC
+$204.5K
1,456
清仓
LII
LENNOX INTL INC
-$201.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$198.4K
7,401
+11%
增持
DFAE
DIMENSIONAL ETF TRUST
+$197.1K
73,431
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$180.6K
51,628
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$177.8K
6,211
+49%
增持
MCD
MCDONALDS CORP
+$177.2K
14,638
+0%
增持
ILCG
ISHARES TR
+$169.2K
22,830
+0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$169.0K
22,377
+61%
增持
DGRO
ISHARES TR
+$136.7K
8,246
+24%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$132.6K
185,940
+3%
增持
CAT
CATERPILLAR INC
+$130.3K
1,454
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$123.3K
861,405
-5%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$112.4K
113,667
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$102.3K
2,195
+0%
增持
TSLA
TESLA INC
+$93.2K
701
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.1K
6,109
-1%
增持
VNQ
VANGUARD INDEX FDS
+$86.7K
33,859
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$83.2K
5,927
+35%
增持
—
EXXON MOBIL CORP
+$80.3K
4,361
+14%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$75.6K
20,680
+23%
增持
ABBV
ABBVIE INC
+$74.0K
1,463
+3%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$73.9K
20,256
+19%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$73.7K
27,576
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$66.1K
8,591
+6%
减持
QQQ
INVESCO QQQ TR
-$63.2K
1,620
-14%
减持
IJH
ISHARES TR
+$62.4K
21,997
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$61.5K
4,526
+19%
增持
IJR
ISHARES TR
+$50.5K
4,684
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$42.9K
7,064
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$40.3K
1,483
+1%
增持
ESGV
VANGUARD WORLD FD
+$38.1K
4,287
+0%
减持
PG
PROCTER AND GAMBLE CO
-$37.7K
2,270
-6%
减持
NFRA
FLEXSHARES TR
-$31.0K
3,486
-14%
增持
IJK
ISHARES TR
+$29.6K
5,998
+0%
减持
V
VISA INC
-$29.4K
647
-8%
增持
AGGY
WISDOMTREE TR
+$27.9K
14,439
+3%
减持
IVV
ISHARES TR
+$27.1K
675
-1%
减持
VV
VANGUARD INDEX FDS
-$26.7K
9,202
-8%
增持
ALL
ALLSTATE CORP
+$26.2K
1,811
+1%
减持
TIP
ISHARES TR
-$25.7K
3,438
-7%
增持
CVX
CHEVRON CORP NEW
+$24.4K
1,640
+2%
减持
VUG
VANGUARD INDEX FDS
+$23.2K
581
-0%
减持
GWW
GRAINGER W W INC
-$20.6K
227
-0%
减持
MSFT
MICROSOFT CORP
+$20.4K
1,571
-2%
增持
JNK
SPDR SERIES TRUST
+$20.1K
9,767
+1%
增持
ITOT
ISHARES TR
+$18.8K
1,751
+0%
增持
VSGX
VANGUARD WORLD FD
+$17.2K
4,419
+0%
增持
DWM
WISDOMTREE TR
+$16.0K
5,968
+0%
增持
BA
BOEING CO
+$15.8K
1,406
+2%
增持
AMZN
AMAZON COM INC
+$14.6K
4,157
+2%
清仓
GEVO
GEVO INC
-$14.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$14.1K
10,913
+1%
减持
META
META PLATFORMS INC
-$13.7K
328
-5%
增持
AXP
AMERICAN EXPRESS CO
+$13.0K
674
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$12.5K
1,941
+2%
增持
VDC
VANGUARD WORLD FD
-$7.7K
2,061
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.7K
9,816
+2%
减持
IJS
ISHARES TR
+$6.8K
2,410
-8%
增持
CEG
CONSTELLATION ENERGY CORP
+$5.8K
812
+0%
减持
ABT
ABBOTT LABS
-$4.8K
1,747
-1%
