Pinnacle Wealth Management Advisory Group, LLC 13F 持仓 · 2026年Q2
Pinnacle Wealth Management Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 569 只证券，申报市值合计 16.80 亿美元。前几大持仓：VTI（4.11%）、AAPL（3.81%）、QUAL（3.77%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds Vanguard To | $69.0M | 4.11% | 186,460 | 增持 |
| 2 | AAPL | Apple Inc | $64.1M | 3.81% | 221,397 | 增持 |
| 3 | QUAL | iShares MSCI USA Quality | $63.4M | 3.77% | 288,906 | 增持 |
| 4 | VB | Vanguard Small-Cap ETF | $51.3M | 3.05% | 169,243 | 增持 |
| 5 | QQQ | Invesco QQQ Trust Series I | $49.6M | 2.95% | 67,314 | 增持 |
| 6 | VYM | Vanguard High Div Yield ETF | $49.3M | 2.94% | 312,243 | 增持 |
| 7 | VEU | Vanguard FTSE All World Ex US | $46.2M | 2.75% | 551,579 | 增持 |
| 8 | IVV | Ishares Core S&P 500 ETF | $39.4M | 2.35% | 52,676 | 减持 |
| 9 | NVDA | Nvidia Corporation | $37.4M | 2.23% | 186,833 | 增持 |
| 10 | SPY | State Street SPDR S&P 500 ETF | $37.4M | 2.23% | 50,046 | 减持 |
| 11 | MSFT | Microsoft Corp | $33.1M | 1.97% | 88,637 | 增持 |
| 12 | GOOGL | Alphabet Inc Cap Cl A | $31.8M | 1.89% | 88,881 | 增持 |
| 13 | VEA | Vanguard Developed Markets Ind | $27.4M | 1.63% | 384,653 | 减持 |
| 14 | JEPI | JPMorgan Equity Premium ETF | $24.2M | 1.44% | 428,862 | 增持 |
| 15 | AVGO | Broadcom Inc | $23.8M | 1.42% | 63,124 | 增持 |
| 16 | IJH | Ishares Core S&P Mid-Cap ETF | $23.3M | 1.39% | 302,462 | 减持 |
| 17 | IJR | Ishares Core S&P Small-Cap E | $21.7M | 1.29% | 146,097 | 减持 |
| 18 | DGRW | Wisdomtree Us Dividend Grow | $21.2M | 1.26% | 222,142 | 增持 |
| 19 | AMZN | Amazon.Com Inc | $20.7M | 1.23% | 86,944 | 增持 |
| 20 | JNJ | Johnson &Johnson | $20.7M | 1.23% | 81,540 | 增持 |
| 21 | HELO | JPMorgan Hedged Equity Laddere | $19.8M | 1.18% | 293,065 | 增持 |
| 22 | BND | Vanguard Bd Index Fd Tot Mkt | $19.7M | 1.17% | 267,770 | 增持 |
| 23 | BRKB | Berkshire Hathaway Inc-CL B | $19.6M | 1.16% | 39,082 | 增持 |
| 24 | SCHD | Schwab Us Dividend Equity ETF | $19.5M | 1.16% | 614,431 | 增持 |
| 25 | RSP | Invesco Exchange Traded Fd Tr | $18.6M | 1.11% | 87,259 | 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