Pinnacle Wealth Management Advisory Group, LLC
RED BANK NJ · SEC CIK 0001631864
$16.80亿2026Q2 申报市值
572持仓数
30.2%前十大占比 · 第一大 4.1%
59 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HELO 加仓+$727.40万
JPST 加仓+$235.93万
MSFT 加仓+$228.33万
VEU 加仓+$214.66万
BND 加仓+$204.60万
2026Q2 卖出最多 按季末市值估算
Cliffwater Corpo 清仓-$539.68万
AMG Pantheon Fun 清仓-$513.81万
Cliffwater Enhan 清仓-$346.65万
MINT 清仓-$183.63万
USFR 减仓-$144.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.Com Inc | $2,072.23万 | 1.23% | 86,944 | 7,461 | 9.4% | $177.83万 | 加仓 |
| DGRW | Wisdomtree Us Dividend Grow | $2,124.12万 | 1.26% | 222,142 | 14,173 | 6.8% | $135.52万 | 加仓 |
| IJR | Ishares Core S&P Small-Cap E | $2,166.77万 | 1.29% | 146,097 | -7,705 | -5.0% | -$114.27万 | 减仓 |
| IJH | Ishares Core S&P Mid-Cap ETF | $2,332.28万 | 1.39% | 302,462 | -6,086 | -2.0% | -$46.93万 | 减仓 |
| AVGO | Broadcom Inc | $2,384.53万 | 1.42% | 63,124 | 992 | 1.6% | $37.47万 | 加仓 |
| JEPI | JPMorgan Equity Premium ETF | $2,422.21万 | 1.44% | 428,862 | 16,938 | 4.1% | $95.67万 | 加仓 |
| VEA | Vanguard Developed Markets Ind | $2,740.66万 | 1.63% | 384,653 | -3,290 | -0.8% | -$23.44万 | 减仓 |
| GOOGL | Alphabet Inc Cap Cl A | $3,176.35万 | 1.89% | 88,881 | 4,919 | 5.9% | $175.79万 | 加仓 |
| MSFT | Microsoft Corp | $3,306.33万 | 1.97% | 88,637 | 6,121 | 7.4% | $228.33万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF | $3,737.32万 | 2.23% | 50,046 | -39 | -0.1% | -$2.91万 | 减仓 |
| NVDA | Nvidia Corporation | $3,738.35万 | 2.23% | 186,833 | 8,869 | 5.0% | $177.46万 | 加仓 |
| IVV | Ishares Core S&P 500 ETF | $3,944.88万 | 2.35% | 52,676 | -58 | -0.1% | -$4.34万 | 减仓 |
| VEU | Vanguard FTSE All World Ex US | $4,619.48万 | 2.75% | 551,579 | 25,631 | 4.9% | $214.66万 | 加仓 |
| VYM | Vanguard High Div Yield ETF | $4,934.38万 | 2.94% | 312,243 | 5,338 | 1.7% | $84.36万 | 加仓 |
| QQQ | Invesco QQQ Trust Series I | $4,956.99万 | 2.95% | 67,314 | 1,570 | 2.4% | $115.61万 | 加仓 |
| VB | Vanguard Small-Cap ETF | $5,130.08万 | 3.05% | 169,243 | 5,556 | 3.4% | $168.41万 | 加仓 |
| QUAL | iShares MSCI USA Quality | $6,339.47万 | 3.77% | 288,906 | 5,773 | 2.0% | $126.68万 | 加仓 |
| AAPL | Apple Inc | $6,406.33万 | 3.81% | 221,397 | 4,042 | 1.9% | $116.96万 | 加仓 |
| VTI | Vanguard Index Fds Vanguard To | $6,899.78万 | 4.11% | 186,460 | 2,862 | 1.6% | $105.91万 | 加仓 |