Pinnacle Wealth Management Advisory Group, LLC
RED BANK NJ · SEC CIK 0001631864
$14.63亿2026Q1 申报市值
550持仓数
29.5%前十大占比 · 第一大 4.0%
71 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
Tweedy, Browne I 新建仓+$776.66万
HELO 加仓+$610.42万
VTI 加仓+$359.66万
LITE 新建仓+$316.03万
VEU 加仓+$230.45万
2026Q1 卖出最多 按季末市值估算
FDN 减仓-$437.37万
VEA 减仓-$325.46万
IJR 减仓-$301.56万
AAPL 减仓-$301.50万
MSFT 减仓-$137.07万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COP | Conocophillips | $76.84万 | 0.05% | 5,821 | 2,173 | 59.6% | $28.68万 | 加仓 |
| SKYY | First Trust Cloudputing ETF | $78.24万 | 0.05% | 7,154 | 118 | 1.7% | $1.29万 | 加仓 |
| EIX | Edison International | $78.57万 | 0.05% | 10,737 | 20 | 0.2% | $1,464 | 加仓 |
| FIX | Comfort Systems Usa Inc | $78.88万 | 0.05% | 572 | 8 | 1.4% | $1.10万 | 加仓 |
| ACWX | Ishares Tr Msci Acwi Ex Us | $79.65万 | 0.05% | 11,632 | -178 | -1.5% | -$1.22万 | 减仓 |
| — | Dbx ETF Trust Xtrackers Artifi | $79.99万 | 0.05% | 20,055 | -570 | -2.8% | -$2.27万 | 减仓 |
| TXN | Texas Instruments Inc | $80.65万 | 0.06% | 4,154 | -1,779 | -30.0% | -$34.54万 | 减仓 |
| PCG | Pg&E Corp Npv | $80.93万 | 0.06% | 46,059 | 3,363 | 7.9% | $5.91万 | 加仓 |
| STX | Seagate Technology Hldgs Pub L | $82.47万 | 0.06% | 2,105 | 91 | 4.5% | $3.57万 | 加仓 |
| PFF | Ishares Tr Pfd And Incm Sec | $83.69万 | 0.06% | 27,603 | -2,773 | -9.1% | -$8.41万 | 减仓 |
| ABNB | Airbnb Inc Cl A | $84.21万 | 0.06% | 6,669 | 399 | 6.4% | $5.04万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $84.45万 | 0.06% | 1,832 | 191 | 11.6% | $8.80万 | 加仓 |
| NOW | Servicenow Inc | $84.81万 | 0.06% | 8,112 | 844 | 11.6% | $8.82万 | 加仓 |
| TDIV | First Tr Exchange Traded Fd Vi | $85.77万 | 0.06% | 9,158 | 0 | 0.0% | — | 不变 |
| VCIT | Vanguard Scottsdale Funds Vang | $86.74万 | 0.06% | 10,482 | -385 | -3.5% | -$3.19万 | 减仓 |
| ANET | Arista Networks Inc Shs | $87.21万 | 0.06% | 7,103 | -1,291 | -15.4% | -$15.85万 | 减仓 |
| SPGI | S&P Global Inc | $87.32万 | 0.06% | 2,053 | 939 | 84.3% | $39.94万 | 加仓 |
| SPG | Simon Property Group Inc | $87.52万 | 0.06% | 4,692 | 202 | 4.5% | $3.77万 | 加仓 |
| FV | First Trust DW Focus 5 Fund | $88.96万 | 0.06% | 14,720 | 14,720 | — | $88.96万 | 新建仓 |
| TRV | Travelers Companies Inc Npv | $91.76万 | 0.06% | 3,146 | -787 | -20.0% | -$22.96万 | 减仓 |
| IWR | Ishares Tr Rus Mid Cap ETF | $92.74万 | 0.06% | 9,538 | -6,260 | -39.6% | -$60.87万 | 减仓 |
| IBB | Ishares Tr Ishares Biotech | $93.63万 | 0.06% | 5,545 | -124 | -2.2% | -$2.09万 | 减仓 |
| NJR | New Jersey Res Corp | $94.40万 | 0.06% | 17,189 | 358 | 2.1% | $1.97万 | 加仓 |
| ACN | Accenture Plc | $94.85万 | 0.06% | 4,783 | -1,531 | -24.2% | -$30.36万 | 减仓 |
| SCHW | Schwab Charles Corp | $96.66万 | 0.07% | 10,285 | 291 | 2.9% | $2.73万 | 加仓 |
| PSX | Phillips 66 | $99.38万 | 0.07% | 5,455 | -1,156 | -17.5% | -$21.06万 | 减仓 |
| WFC | Wells Fargo Co | $100.01万 | 0.07% | 12,562 | 623 | 5.2% | $4.96万 | 加仓 |
| MSGK | Madison Square Grdn Sprt Corp | $101.85万 | 0.07% | 3,169 | -494 | -13.5% | -$15.88万 | 减仓 |
| MCK | Mckesson Corp | $102.30万 | 0.07% | 1,182 | 26 | 2.2% | $2.25万 | 加仓 |
| ASML | Asml Holding NV | $103.69万 | 0.07% | 785 | 163 | 26.2% | $21.53万 | 加仓 |
| PAYX | Paychex Inc | $105.77万 | 0.07% | 11,482 | 1,170 | 11.3% | $10.78万 | 加仓 |
| UNH | Unitedhealth Group Inc | $107.13万 | 0.07% | 3,959 | -4,283 | -52.0% | -$115.89万 | 减仓 |
| EMR | Emerson Electric Co | $107.53万 | 0.07% | 8,207 | -1,011 | -11.0% | -$13.25万 | 减仓 |
| HYD | Vaneck ETF Trust High Yld Muni | $109.68万 | 0.07% | 21,875 | -750 | -3.3% | -$3.76万 | 减仓 |
| VTV | Vanguard Index Fds Vanguard Va | $109.72万 | 0.07% | 5,592 | 447 | 8.7% | $8.77万 | 加仓 |
| BA | Boeing Co | $109.82万 | 0.08% | 5,518 | -369 | -6.3% | -$7.34万 | 减仓 |
| GD | General Dynamics Corp | $111.14万 | 0.08% | 3,238 | -331 | -9.3% | -$11.36万 | 减仓 |
| — | Honeywell International Inc | $112.25万 | 0.08% | 4,966 | -282 | -5.4% | -$6.37万 | 减仓 |
| AGG | iShares Barclays Aggregate Bon | $115.54万 | 0.08% | 11,639 | 51 | 0.4% | $5,063 | 加仓 |
| LIN | Linde Plc Eur0.001 | $116.31万 | 0.08% | 2,346 | -171 | -6.8% | -$8.48万 | 减仓 |
| SOXX | iShares Semiconductor ETF | $116.50万 | 0.08% | 3,545 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $121.10万 | 0.08% | 43,126 | -18,211 | -29.7% | -$51.14万 | 减仓 |
| DGRO | Ishares Trust Core Divid Gwth | $122.40万 | 0.08% | 17,441 | 185 | 1.1% | $1.30万 | 加仓 |
| OEF | Ishares S&P 100 ETF | $123.70万 | 0.08% | 3,889 | 0 | 0.0% | — | 不变 |
| — | UniCredit SpA - ADR | $125.94万 | 0.09% | 34,925 | 34,925 | — | $125.94万 | 新建仓 |
| DE | Deere & Co | $126.29万 | 0.09% | 2,242 | -795 | -26.2% | -$44.78万 | 减仓 |
| CB | Chubb Limited Npv | $127.08万 | 0.09% | 3,899 | -8 | -0.2% | -$2,607 | 减仓 |
| SCHA | Schwab Strategic Tr Us Small-C | $130.48万 | 0.09% | 44,870 | -813 | -1.8% | -$2.36万 | 减仓 |
| XLB | Select Sector Spdr Trust State | $131.39万 | 0.09% | 26,293 | 4,255 | 19.3% | $21.26万 | 加仓 |
| CMCSA | Comcast Corp | $131.55万 | 0.09% | 45,822 | 16,888 | 58.4% | $48.49万 | 加仓 |
| SMH | Vaneck ETF Trust Semiconductr | $132.31万 | 0.09% | 3,451 | 51 | 1.5% | $1.96万 | 加仓 |
| KGC | Kinross Gold Corp Npv | $132.86万 | 0.09% | 43,532 | 43,532 | — | $132.86万 | 新建仓 |
| MTUM | iShares Edge MSCI USA Momentum | $133.46万 | 0.09% | 5,561 | 67 | 1.2% | $1.61万 | 加仓 |
| ADP | Automatic Data Processing Inc | $134.71万 | 0.09% | 6,630 | -4,140 | -38.4% | -$84.12万 | 减仓 |
| VOOG | Vanguard S&P 500 Growth ETF | $136.58万 | 0.09% | 3,350 | 200 | 6.3% | $8.15万 | 加仓 |
| T | AT&T Inc | $137.69万 | 0.09% | 47,497 | -2,075 | -4.2% | -$6.02万 | 减仓 |
| IEMG | Ishares Core Msci Emerging Mar | $138.24万 | 0.09% | 19,820 | -1,426 | -6.7% | -$9.95万 | 减仓 |
| FDX | Fedex Corp | $144.22万 | 0.10% | 4,049 | 5 | 0.1% | $1,781 | 加仓 |
| GEV | Ge Vernova Inc | $144.38万 | 0.10% | 1,654 | 47 | 2.9% | $4.10万 | 加仓 |
| VGT | Vanguard World Fd Inf Tech ETF | $145.01万 | 0.10% | 2,078 | 461 | 28.5% | $32.17万 | 加仓 |
| IJS | Ishares S&P Small-Cap 600 Valu | $147.85万 | 0.10% | 12,482 | -938 | -7.0% | -$11.11万 | 减仓 |
| MRSH | Marsh | $149.19万 | 0.10% | 8,601 | 2,700 | 45.8% | $46.83万 | 加仓 |
| ETN | Eaton Corporation Plc | $154.12万 | 0.11% | 4,309 | 192 | 4.7% | $6.87万 | 加仓 |
| VXF | Vanguard Extended Market ETF | $154.35万 | 0.11% | 7,500 | 0 | 0.0% | — | 不变 |
| MUB | Ishares National Muni Bond ETF | $156.12万 | 0.11% | 14,708 | 161 | 1.1% | $1.71万 | 加仓 |
| SMMD | Ishares Tr Russell 2500 ETF | $160.24万 | 0.11% | 20,988 | 20,988 | — | $160.24万 | 新建仓 |
| PHM | Pulte Group Inc | $160.68万 | 0.11% | 13,662 | 776 | 6.0% | $9.13万 | 加仓 |
| MPC | Marathon Petroleum Corp | $163.65万 | 0.11% | 6,702 | 538 | 8.7% | $13.14万 | 加仓 |
| VUG | Vanguard Index Fds Vanguard Gr | $169.48万 | 0.12% | 3,880 | 233 | 6.4% | $10.18万 | 加仓 |
| PM | Philip Morris International In | $169.59万 | 0.12% | 10,257 | 1,243 | 13.8% | $20.55万 | 加仓 |
| TJX | Tjx Companies Inc | $170.42万 | 0.12% | 10,671 | 201 | 1.9% | $3.21万 | 加仓 |
| ADBE | Adobe Inc | $171.44万 | 0.12% | 7,053 | 1,819 | 34.8% | $44.22万 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $173.72万 | 0.12% | 28,643 | -1,303 | -4.4% | -$7.90万 | 减仓 |
| SBUX | Starbucks Corp | $176.13万 | 0.12% | 19,660 | -171 | -0.9% | -$1.53万 | 减仓 |
| GSG | iShares GSCI Commodity Indexed | $177.38万 | 0.12% | 55,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $180.80万 | 0.12% | 44,043 | 1,060 | 2.5% | $4.35万 | 加仓 |
| MINT | Pimco Enhanced Short Maturity | $183.63万 | 0.13% | 18,259 | 18,259 | — | $183.63万 | 新建仓 |
| QCOM | Qualcomm Inc | $183.77万 | 0.13% | 14,270 | 612 | 4.5% | $7.88万 | 加仓 |
| REGN | Regeneron Pharmaceuticals Inc | $186.60万 | 0.13% | 2,415 | 178 | 8.0% | $13.75万 | 加仓 |
| HWM | Howmet Aerospace Inc | $187.64万 | 0.13% | 8,142 | 6,172 | 313.3% | $142.24万 | 加仓 |
| EXPE | Expedia Group Inc | $191.18万 | 0.13% | 8,280 | 74 | 0.9% | $1.71万 | 加仓 |
| — | Rolls Royce Holdings Spon ADR | $196.33万 | 0.13% | 127,319 | 127,319 | — | $196.33万 | 新建仓 |
| XLK | Select Sector Spdr Trust State | $198.57万 | 0.14% | 14,941 | 95 | 0.6% | $1.26万 | 加仓 |
| — | Siemens Energy AG - Spon ADR | $209.16万 | 0.14% | 12,397 | 12,397 | — | $209.16万 | 新建仓 |
| GWW | Grainger W W Inc | $209.22万 | 0.14% | 1,918 | 123 | 6.9% | $13.42万 | 加仓 |
| LOW | Lowes Companies Inc | $210.19万 | 0.14% | 8,896 | 280 | 3.2% | $6.62万 | 加仓 |
| GLD | SPDR Gold Trust | $211.62万 | 0.14% | 4,918 | 1,183 | 31.7% | $50.90万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $211.89万 | 0.14% | 10,416 | 152 | 1.5% | $3.09万 | 加仓 |
| SPDW | Spdr Index Shares Funds State | $219.06万 | 0.15% | 47,986 | 47,986 | — | $219.06万 | 新建仓 |
| NEE | Nextera Energy Inc | $224.93万 | 0.15% | 24,217 | -1,906 | -7.3% | -$17.70万 | 减仓 |
| C | Citigroup Inc | $230.45万 | 0.16% | 20,320 | 273 | 1.4% | $3.10万 | 加仓 |
| NSRGY | Nestle Sa-Spons Adr | $234.70万 | 0.16% | 23,683 | -265 | -1.1% | -$2.63万 | 减仓 |
| CMI | Cummins Inc | $237.70万 | 0.16% | 4,418 | -76 | -1.7% | -$4.09万 | 减仓 |
| BUFR | FT Vest Fund of Buffer ETFs | $238.91万 | 0.16% | 70,745 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $245.84万 | 0.17% | 25,507 | -3,232 | -11.2% | -$31.15万 | 减仓 |
| IXC | Ishares Global Energy ETF | $253.23万 | 0.17% | 43,956 | 495 | 1.1% | $2.85万 | 加仓 |
| ORCL | Oracle Corp | $255.25万 | 0.17% | 17,351 | -490 | -2.7% | -$7.21万 | 减仓 |
| GS | Goldman Sachs Group Inc | $255.66万 | 0.17% | 3,022 | -236 | -7.2% | -$19.97万 | 减仓 |
| PNC | Pnc Financial Services Group | $259.32万 | 0.18% | 12,462 | -83 | -0.7% | -$1.73万 | 减仓 |
| PLTR | Palantir Technologies Inc Cl A | $265.81万 | 0.18% | 18,171 | 5,519 | 43.6% | $80.73万 | 加仓 |