Pinnacle Private Wealth, LLC 13F 持仓 · 最近申报 2022年Q2
Pinnacle Private Wealth 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 271 只证券，申报市值合计 2.56 亿美元。前几大持仓：AAPL（12.12%）、IVV（3.58%）、IWF（2.11%）。本季前 25 大持仓中：增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $31.0M | 12.12% | 226,414 | 减持 |
| 2 | IVV | ISHARES TR | $9.1M | 3.58% | 24,103 | 增持 |
| 3 | IWF | ISHARES TR | $5.4M | 2.11% | 24,594 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $5.4M | 2.11% | 20,962 | 增持 |
| 5 | HD | HOME DEPOT INC | $4.0M | 1.57% | 14,646 | 增持 |
| 6 | USMV | ISHARES TR | $3.8M | 1.47% | 53,418 | 增持 |
| 7 | DGRO | ISHARES TR | $3.7M | 1.45% | 77,948 | 增持 |
| 8 | PG | PROCTER AND GAMBLE CO | $3.6M | 1.42% | 25,270 | 增持 |
| 9 | TSLA | TESLA INC | $3.5M | 1.39% | 5,259 | 增持 |
| 10 | NEAR | ISHARES U S ETF TR | $3.4M | 1.35% | 69,935 | 增持 |
| 11 | HDV | ISHARES TR | $3.2M | 1.25% | 31,768 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $3.1M | 1.23% | 11,178 | 增持 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $3.1M | 1.23% | 23,318 | 增持 |
| 14 | IYW | ISHARES TR | $3.0M | 1.17% | 37,261 | 减持 |
| 15 | CVX | CHEVRON CORP NEW | $2.7M | 1.05% | 18,454 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $2.7M | 1.04% | 14,073 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $2.5M | 1.00% | 29,732 | 增持 |
| 18 | META | META PLATFORMS INC | $2.4M | 0.95% | 15,047 | 增持 |
| 19 | AMZN | AMAZON COM INC | $2.4M | 0.93% | 22,429 | 增持 |
| 20 | BJAN | INNOVATOR ETFS TR | $2.2M | 0.88% | 69,722 | 持平 |
| 21 | IBB | ISHARES TR | $2.1M | 0.84% | 18,143 | 减持 |
| 22 | IYH | ISHARES TR | $2.1M | 0.84% | 7,948 | 减持 |
| 23 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.1M | 0.83% | 79,505 | 增持 |
| 24 | IYY | ISHARES TR | $2.0M | 0.79% | 21,766 | 增持 |
| 25 | CDC | VICTORY PORTFOLIOS II | $2.0M | 0.77% | 29,705 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
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