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Pinnacle Wealth Advisors 13F 持仓 · 最近申报 2021年Q2

Pinnacle Wealth Advisors 在 2021年Q2(报告期截至 2021-06-30)的 SEC 13F 申报中报告了 462 只证券,申报市值合计 24.71 亿美元。前几大持仓:VOO(5.59%)、SPY(3.77%)、AAPL(2.99%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1VOOVANGUARD INDEX FDS$138.1M5.59%350,809新建仓
2SPYSPDR S&P 500 ETF TR$93.2M3.77%217,666新建仓
3AAPLAPPLE INC$74.0M2.99%540,208新建仓
4MSFTMICROSOFT CORP$70.6M2.86%260,725新建仓
5PNFPPINNACLE FINL PARTNERS INC$58.4M2.36%661,690新建仓
6SHYISHARES TR$52.0M2.10%603,277新建仓
7IWFISHARES TR$47.7M1.93%175,692新建仓
8AMZNAMAZON COM INC$45.7M1.85%13,292新建仓
9JPMJPMORGAN CHASE & CO$43.0M1.74%276,277新建仓
10VEAVANGUARD TAX-MANAGED INTL FD$38.0M1.54%738,095新建仓
11GOOGLALPHABET INC$35.4M1.43%14,501新建仓
12UNHUNITEDHEALTH GROUP INC$33.7M1.36%84,084新建仓
13VVISA INC$33.2M1.34%142,106新建仓
14VCSHVANGUARD SCOTTSDALE FDS$30.8M1.25%372,477新建仓
15VUGVANGUARD INDEX FDS$30.8M1.25%107,498新建仓
16HCAHCA HEALTHCARE INC$29.8M1.21%144,190新建仓
17VTEBVANGUARD MUN BD FDS$29.0M1.18%525,111新建仓
18VWOVANGUARD INTL EQUITY INDEX F$27.2M1.10%500,507新建仓
19IWDISHARES TR$26.5M1.07%166,762新建仓
20EMREMERSON ELEC CO$25.4M1.03%264,187新建仓
21INTCINTEL CORP$24.8M1.00%442,097新建仓
22EFAISHARES TR$24.3M0.99%308,578新建仓
23PYPLPAYPAL HLDGS INC$24.0M0.97%82,306新建仓
24HDHOME DEPOT INC$23.3M0.94%73,204新建仓
25LMTLOCKHEED MARTIN CORP$23.3M0.94%61,468新建仓

来源:SEC 13F 申报文件 · 截至 2021-06-30

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