Pinnacle Wealth Management Group, Inc. 13F 持仓 · 2026年Q2
Pinnacle Wealth Management Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 128 只证券,申报市值合计 2.14 亿美元。前几大持仓:VXUS(5.37%)、SFLR(4.45%)、QFLR(4.32%)。本季前 25 大持仓中:增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | $11.5M | 5.37% | 134,548 | 增持 |
| 2 | SFLR | INNOVATOR ETFS TRUST | $9.5M | 4.45% | 247,451 | 增持 |
| 3 | QFLR | INNOVATOR ETFS TRUST | $9.3M | 4.32% | 253,635 | 增持 |
| 4 | USTB | VICTORY PORTFOLIOS II | $9.1M | 4.26% | 180,560 | 增持 |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | $7.4M | 3.46% | 158,658 | 增持 |
| 6 | UITB | VICTORY PORTFOLIOS II | $7.3M | 3.40% | 155,645 | 增持 |
| 7 | IWM | ISHARES TR | $6.7M | 3.14% | 22,424 | 减持 |
| 8 | GDX | VANECK ETF TRUST | $6.6M | 3.06% | 86,889 | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $6.4M | 3.00% | 8,729 | 减持 |
| 10 | TBIL | RBB FD INC | $6.2M | 2.91% | 125,083 | 增持 |
| 11 | VO | VANGUARD INDEX FDS | $6.2M | 2.91% | 77,490 | 增持 |
| 12 | MS | MORGAN STANLEY | $6.1M | 2.83% | 29,059 | 减持 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $5.9M | 2.76% | 27,816 | 减持 |
| 14 | SPLV | INVESCO EXCH TRADED FD TR II | $5.4M | 2.51% | 71,724 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $4.7M | 2.19% | 12,587 | 减持 |
| 16 | PAPR | INNOVATOR ETFS TRUST | $4.6M | 2.17% | 110,081 | 减持 |
| 17 | EMLC | VANECK ETF TRUST | $4.6M | 2.13% | 178,959 | 增持 |
| 18 | AEM | AGNICO EAGLE MINES LTD | $4.3M | 1.99% | 27,523 | 增持 |
| 19 | GNOV | FIRST TR EXCHNG TRADED FD VI | $3.9M | 1.84% | 94,120 | 减持 |
| 20 | KBWB | INVESCO EXCH TRADED FD TR II | $3.6M | 1.68% | 38,670 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.66% | 10,848 | 减持 |
| 22 | PDEC | INNOVATOR ETFS TRUST | $3.3M | 1.53% | 71,470 | 减持 |
| 23 | VPU | VANGUARD WORLD FD | $3.3M | 1.52% | 16,697 | 增持 |
| 24 | AAPL | APPLE INC | $3.1M | 1.46% | 10,812 | 减持 |
| 25 | SPHD | INVESCO EXCH TRADED FD TR II | $3.1M | 1.45% | 61,144 | 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