Pinion Investment Advisors, LLC 13F 持仓 · 2026年Q2
Pinion Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 5.27 亿美元。前几大持仓：VOO（18.33%）、IVV（8.88%）、BOXX（5.52%）。本季前 25 大持仓中：增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $96.6M | 18.33% | 140,626 | 增持 |
| 2 | IVV | ISHARES TR | $46.8M | 8.88% | 62,470 | 增持 |
| 3 | BOXX | EA SERIES TRUST | $29.1M | 5.52% | 248,506 | 增持 |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $16.1M | 3.05% | 349,358 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $14.8M | 2.80% | 171,347 | 增持 |
| 6 | SGOV | ISHARES TR | $13.1M | 2.48% | 129,837 | 增持 |
| 7 | CAIE | CALAMOS ETF TR | $12.4M | 2.36% | 456,973 | 增持 |
| 8 | IEFA | ISHARES TR | $12.4M | 2.35% | 128,146 | 增持 |
| 9 | SPIB | SPDR SERIES TRUST | $10.1M | 1.93% | 303,236 | 增持 |
| 10 | XNTK | SPDR SERIES TRUST | $9.7M | 1.84% | 24,801 | 增持 |
| 11 | DYNF | BLACKROCK ETF TRUST | $9.1M | 1.73% | 133,709 | 减持 |
| 12 | IUSB | ISHARES TR | $8.8M | 1.68% | 191,311 | 增持 |
| 13 | EVTR | MORGAN STANLEY ETF TRUST | $8.7M | 1.66% | 172,412 | 增持 |
| 14 | IEMG | ISHARES INC | $8.2M | 1.55% | 98,639 | 减持 |
| 15 | GMUB | GOLDMAN SACHS ETF TR | $8.1M | 1.53% | 157,167 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $7.1M | 1.36% | 35,699 | 增持 |
| 17 | GOOGL | ALPHABET INC | $6.6M | 1.26% | 18,558 | 增持 |
| 18 | VCRB | VANGUARD MALVERN FDS | $6.3M | 1.20% | 81,634 | 减持 |
| 19 | SPRX | LISTED FDS TR | $6.3M | 1.19% | 107,873 | 增持 |
| 20 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $6.1M | 1.16% | 75,000 | 持平 |
| 21 | AAPL | APPLE INC | $5.9M | 1.12% | 20,356 | 增持 |
| 22 | GOVT | ISHARES TR | $5.8M | 1.11% | 256,039 | 增持 |
| 23 | TSLA | TESLA INC | $5.6M | 1.07% | 13,364 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $5.1M | 0.97% | 13,714 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.94% | 9,910 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR