Pinnacle Financial Group, LLC / IL 13F 持仓 · 2026年Q2
Pinnacle Financial Group, LLC / IL 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 117 只证券,申报市值合计 4.10 亿美元。前几大持仓:PRF(8.77%)、DFIC(8.46%)、DFAC(6.23%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | $35.9M | 8.77% | 665,074 | 减持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $34.6M | 8.46% | 929,846 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $25.5M | 6.23% | 575,309 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $24.0M | 5.87% | 591,602 | 增持 |
| 5 | DTD | WISDOMTREE TR | $22.4M | 5.48% | 240,721 | 减持 |
| 6 | VYMI | VANGUARD WHITEHALL FDS | $16.2M | 3.96% | 165,256 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $15.7M | 3.84% | 99,482 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $15.0M | 3.67% | 179,439 | 增持 |
| 9 | EEM | ISHARES TR | $11.9M | 2.90% | 173,422 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $10.9M | 2.67% | 14,648 | 增持 |
| 11 | MINT | PIMCO ETF TR | $10.0M | 2.45% | 99,376 | 增持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $9.4M | 2.30% | 114,469 | 增持 |
| 13 | AGG | ISHARES TR | $8.9M | 2.17% | 89,833 | 增持 |
| 14 | VBR | VANGUARD INDEX FDS | $8.3M | 2.03% | 34,212 | 增持 |
| 15 | VB | VANGUARD INDEX FDS | $7.4M | 1.82% | 24,578 | 增持 |
| 16 | DVY | ISHARES TR | $7.3M | 1.77% | 46,503 | 减持 |
| 17 | DFAR | DIMENSIONAL ETF TRUST | $6.7M | 1.64% | 257,634 | 减持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 1.62% | 28,020 | 增持 |
| 19 | VO | VANGUARD INDEX FDS | $6.4M | 1.57% | 79,792 | 增持 |
| 20 | PTRB | PGIM ETF TR | $5.8M | 1.41% | 138,859 | 增持 |
| 21 | PYLD | PIMCO ETF TR | $5.3M | 1.29% | 199,833 | 增持 |
| 22 | GLD | SPDR GOLD TR | $4.8M | 1.18% | 13,150 | 增持 |
| 23 | VOE | VANGUARD INDEX FDS | $4.7M | 1.16% | 23,963 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $4.8M | 1.16% | 12,870 | 增持 |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $4.6M | 1.13% | 112,439 | 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