Pinnacle Wealth Management, LLC 13F 持仓 · 2026年Q2
Pinnacle Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 1.61 亿美元。前几大持仓：GRNY（12.25%）、PYLD（11.42%）、JBND（9.46%）。本季前 25 大持仓中：新建仓 6 只、增持 4 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GRNY | TIDAL TRUST I | $19.8M | 12.25% | 715,360 | 减持 |
| 2 | PYLD | PIMCO ETF TR | $18.4M | 11.42% | 695,219 | 增持 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $15.3M | 9.46% | 285,453 | 增持 |
| 4 | IDEQ | LAZARD ACTIVE ETF TR | $14.2M | 8.82% | 405,922 | 减持 |
| 5 | ALLW | SSGA ACTIVE TR | $13.6M | 8.40% | 463,515 | 增持 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.9M | 7.97% | 261,236 | 减持 |
| 7 | GRNJ | TIDAL TRUST III | $10.4M | 6.47% | 332,087 | 减持 |
| 8 | SPHY | SPDR SERIES TRUST | $8.8M | 5.47% | 376,967 | 减持 |
| 9 | FNDE | SCHWAB STRATEGIC TR | $7.3M | 4.52% | 184,032 | 增持 |
| 10 | SPYG | SPDR SERIES TRUST | $3.4M | 2.12% | 28,762 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $3.2M | 1.96% | 15,840 | 减持 |
| 12 | GOOG | ALPHABET INC | $3.0M | 1.85% | 8,434 | 减持 |
| 13 | ANET | ARISTA NETWORKS INC | $2.8M | 1.73% | 16,444 | 减持 |
| 14 | CAT | CATERPILLAR INC | $2.7M | 1.69% | 2,555 | 减持 |
| 15 | IGV | ISHARES TR | $2.7M | 1.67% | 29,777 | 新建仓 |
| 16 | AXON | AXON ENTERPRISE INC | $2.4M | 1.50% | 4,315 | 新建仓 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 1.46% | 4,071 | 新建仓 |
| 18 | CRS | CARPENTER TECHNOLOGY CORP | $2.2M | 1.37% | 3,593 | 新建仓 |
| 19 | AAPL | APPLE INC | $2.1M | 1.29% | 7,216 | 减持 |
| 20 | AMZN | AMAZON COM INC | $1.9M | 1.20% | 8,120 | 减持 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 1.20% | 16,632 | 减持 |
| 22 | META | META PLATFORMS INC | $1.8M | 1.10% | 3,147 | 减持 |
| 23 | TSLA | TESLA INC | $1.7M | 1.07% | 4,090 | 减持 |
| 24 | GEV | GE VERNOVA INC | $1.5M | 0.91% | 1,251 | 新建仓 |
| 25 | AVGO | BROADCOM INC | $1.4M | 0.86% | 3,681 | 新建仓 |
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