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 |
|---|---|---|---|---|---|---|---|---|
| SYY | Sysco Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | Atlassian Corp-Class A | $0 | 0.00% | 0 | -3,824 | -100.0% | -$62.00万 | 清仓 |
| — | Alexander & Baldwin Inc | $0 | 0.00% | 0 | -25,050 | -100.0% | -$51.70万 | 清仓 |
| ROP | Roper Industries Inc | $0 | 0.00% | 0 | -1,118 | -100.0% | -$49.77万 | 清仓 |
| MEDP | Medpace Holdings Inc | $0 | 0.00% | 0 | -765 | -100.0% | -$42.97万 | 清仓 |
| NET | CloudFlare Inc - A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NSC | Norfolk Southern | $0 | 0.00% | 0 | -1,449 | -100.0% | -$41.84万 | 清仓 |
| IQV | IQVIA Holdings | $0 | 0.00% | 0 | -1,827 | -100.0% | -$41.18万 | 清仓 |
| — | REV Group Inc | $0 | 0.00% | 0 | -6,763 | -100.0% | -$41.13万 | 清仓 |
| PYPL | Paypal Inc | $0 | 0.00% | 0 | -6,910 | -100.0% | -$40.34万 | 清仓 |
| AVAV | Aerovironment Inc | $0 | 0.00% | 0 | -1,562 | -100.0% | -$37.78万 | 清仓 |
| — | Calavo Growers Inc | $0 | 0.00% | 0 | -16,502 | -100.0% | -$35.89万 | 清仓 |
| MP | MP Materials Corp | $0 | 0.00% | 0 | -6,658 | -100.0% | -$33.64万 | 清仓 |
| ESS | Essex Property Trust Inc | $0 | 0.00% | 0 | -1,274 | -100.0% | -$33.34万 | 清仓 |
| KTOS | Kratos Defense & Security Solu | $0 | 0.00% | 0 | -4,310 | -100.0% | -$32.72万 | 清仓 |
| BBY | Best Buy Company Inc | $0 | 0.00% | 0 | -4,808 | -100.0% | -$32.18万 | 清仓 |
| TRMB | Trimble Inc | $0 | 0.00% | 0 | -3,996 | -100.0% | -$31.31万 | 清仓 |
| NDAQ | NASDAQ Inc | $0 | 0.00% | 0 | -3,175 | -100.0% | -$30.84万 | 清仓 |
| TPC | Tutor Perini Corp | $0 | 0.00% | 0 | -4,565 | -100.0% | -$30.59万 | 清仓 |
| AEIS | Advanced Energy Inds | $0 | 0.00% | 0 | -1,455 | -100.0% | -$30.46万 | 清仓 |
| GLNG | Golar Lng Ltd | $0 | 0.00% | 0 | -8,170 | -100.0% | -$30.40万 | 清仓 |
| APP | AppLovin Corporation | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLR | Icon Plc | $0 | 0.00% | 0 | -1,624 | -100.0% | -$29.59万 | 清仓 |
| FICO | Fair Isaac Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBIX | Neurocrine Biosciences Inc | $0 | 0.00% | 0 | -2,006 | -100.0% | -$28.45万 | 清仓 |
| THC | Tenet Healthcare Corp | $0 | 0.00% | 0 | -1,413 | -100.0% | -$28.08万 | 清仓 |
| COWZ | Pacer Fds Tr Us Cash Cows 100 | $0 | 0.00% | 0 | -4,654 | -100.0% | -$28.00万 | 清仓 |
| PINS | Pinterest Inc - A | $0 | 0.00% | 0 | -10,160 | -100.0% | -$26.30万 | 清仓 |
| — | Lvmh Moet Hennessy-Unsp Adr | $0 | 0.00% | 0 | -1,733 | -100.0% | -$26.14万 | 清仓 |
| PRU | Prudential Financial Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | DR Horton Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | Humana Inc Com | $0 | 0.00% | 0 | -945 | -100.0% | -$24.21万 | 清仓 |
| ITRI | Itron Inc Com | $0 | 0.00% | 0 | -2,592 | -100.0% | -$24.07万 | 清仓 |
| CRWD | CrowdStrike Holdings Inc - A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAA | Mid-America Apartment Comm | $0 | 0.00% | 0 | -1,716 | -100.0% | -$23.84万 | 清仓 |
| VRSK | Verisk Analytics Inc - Class A | $0 | 0.00% | 0 | -1,062 | -100.0% | -$23.76万 | 清仓 |
| MEAR | IShares Short Maturity Municip | $0 | 0.00% | 0 | -4,714 | -100.0% | -$23.72万 | 清仓 |
| MSCI | MSCI Inc | $0 | 0.00% | 0 | -409 | -100.0% | -$23.47万 | 清仓 |
| IYH | iShares Tr DJ US Healthcare Fd | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYFT | Lyft Inc-A | $0 | 0.00% | 0 | -11,750 | -100.0% | -$22.76万 | 清仓 |
| FDS | Factset Research Systems Inc | $0 | 0.00% | 0 | -750 | -100.0% | -$21.76万 | 清仓 |
| UAL | United Airline Holdings | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Confluent Inc | $0 | 0.00% | 0 | -7,117 | -100.0% | -$21.52万 | 清仓 |
| IDXX | Idexx Laboratories Inc | $0 | 0.00% | 0 | -317 | -100.0% | -$21.45万 | 清仓 |
| VLTO | Veralto Inc | $0 | 0.00% | 0 | -2,124 | -100.0% | -$21.19万 | 清仓 |
| PNR | Pentair Plc | $0 | 0.00% | 0 | -2,025 | -100.0% | -$21.09万 | 清仓 |
| ZTS | Zoetis Inc | $0 | 0.00% | 0 | -1,629 | -100.0% | -$20.50万 | 清仓 |
| ESGU | iShares ESG MSCI USA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIND | Lindblad Expeditions Holdings | $0 | 0.00% | 0 | -10,029 | -100.0% | -$14.46万 | 清仓 |
| — | Bank Of Nova Scotia | $0 | 0.00% | 0 | -10,473 | -100.0% | -$11.04万 | 清仓 |
| — | Highlands Reit Inc | $0 | 0.00% | 0 | -15,815 | -100.0% | -$4,903 | 清仓 |
| — | Iddriven Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Innovet Inc | $0 | 0.00% | 32,500 | 0 | 0.0% | — | 不变 |
| — | Global Security & Intellige | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Hemp Inc | $0 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | Intl Meta Sys Inc | $0 | 0.00% | 37,000 | 0 | 0.0% | — | 不变 |
| — | Drone Guarder Inc | $2 | 0.00% | 12,070 | 0 | 0.0% | — | 不变 |
| — | CBD of Denver Inc | $30 | 0.00% | 295,100 | 0 | 0.0% | — | 不变 |
| — | Auxly Cannabis Group | $4,267 | 0.00% | 47,500 | 0 | 0.0% | — | 不变 |
| — | Alight Inc Cl A | $1.24万 | 0.00% | 21,237 | 21,237 | — | $1.24万 | 新建仓 |
| — | Caribou Biosciences Inc | $2.45万 | 0.00% | 12,903 | 0 | 0.0% | — | 不变 |
| PLUG | Plug Power Inc | $2.69万 | 0.00% | 11,907 | -42,315 | -78.0% | -$9.56万 | 减仓 |
| AIOT | Powerfleet Inc | $3.48万 | 0.00% | 11,299 | 11,299 | — | $3.48万 | 新建仓 |
| — | Acumen Pharmaceuticals Inc | $4.25万 | 0.00% | 18,020 | 0 | 0.0% | — | 不变 |
| TLS | Telos Corp | $4.27万 | 0.00% | 10,188 | 10,188 | — | $4.27万 | 新建仓 |
| BCYC | Bicycle Therapeutics Plc Spon | $5.10万 | 0.00% | 10,985 | 985 | 9.8% | $4,570 | 加仓 |
| GERN | Geron Corp | $6.63万 | 0.00% | 44,466 | 179 | 0.4% | $267 | 加仓 |
| NWL | Newell Brands Inc | $6.83万 | 0.00% | 19,898 | 2,456 | 14.1% | $8,424 | 加仓 |
| RITM | Rithm Capital Corp | $9.57万 | 0.01% | 10,097 | -8,548 | -45.8% | -$8.10万 | 减仓 |
| JMIA | Jumia Technologies AG ADR | $10.12万 | 0.01% | 14,669 | 14,669 | — | $10.12万 | 新建仓 |
| ADT | Adt Inc Del | $11.23万 | 0.01% | 17,097 | -10,071 | -37.1% | -$6.62万 | 减仓 |
| PGX | Invesco Exch Traded Fd Tr Ii P | $11.67万 | 0.01% | 10,730 | -5,184 | -32.6% | -$5.64万 | 减仓 |
| UEC | Uranium Energy Corp | $14.65万 | 0.01% | 10,849 | 10,849 | — | $14.65万 | 新建仓 |
| STLA | Stellantis NV | $15.60万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| S | Sentinelone Inc Cl A | $16.23万 | 0.01% | 12,603 | 12,603 | — | $16.23万 | 新建仓 |
| — | CIM Opportunity Zone Fund LP | $16.92万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| — | Unifi Inc | $17.41万 | 0.01% | 48,765 | -4,500 | -8.4% | -$1.61万 | 减仓 |
| NWG | Natwest Group Plc Funsponsored | $18.36万 | 0.01% | 12,323 | 12,323 | — | $18.36万 | 新建仓 |
| ESML | Ishares Tr Esg Aware Msci Usa- | $20.08万 | 0.01% | 4,270 | 4,270 | — | $20.08万 | 新建仓 |
| EOG | Eog Resources Inc | $20.12万 | 0.01% | 1,392 | 1,392 | — | $20.12万 | 新建仓 |
| ALL | Allstate Corp | $20.22万 | 0.01% | 975 | -56 | -5.4% | -$1.16万 | 减仓 |
| DTE | Dte Energy Co | $20.25万 | 0.01% | 1,385 | 1,385 | — | $20.25万 | 新建仓 |
| AXS | Axis Cap Hldgs Ltd | $20.25万 | 0.01% | 1,997 | -212 | -9.6% | -$2.15万 | 减仓 |
| MTB | M &T Bank Corp | $20.32万 | 0.01% | 983 | -30 | -3.0% | -$6,202 | 减仓 |
| URI | United Rentals Inc | $20.33万 | 0.01% | 279 | -2 | -0.7% | -$1,457 | 减仓 |
| CAH | Cardinal Health Inc Npv | $20.39万 | 0.01% | 965 | 965 | — | $20.39万 | 新建仓 |
| LULU | Lululemon Athletica Inc | $20.47万 | 0.01% | 1,337 | 1,337 | — | $20.47万 | 新建仓 |
| CTAS | Cintas Corp | $20.48万 | 0.01% | 1,211 | -39 | -3.1% | -$6,596 | 减仓 |
| IWS | Ishares Russell Mid-Cap Value | $20.58万 | 0.01% | 1,412 | -249 | -15.0% | -$3.63万 | 重新持有 |
| ADSK | Autodesk Inc | $20.61万 | 0.01% | 861 | -50 | -5.5% | -$1.20万 | 减仓 |
| ACI | Albertson's Companies Inc | $20.67万 | 0.01% | 12,132 | 132 | 1.1% | $2,249 | 加仓 |
| ABVX | Abivax SA ADR | $20.76万 | 0.01% | 1,864 | 1,864 | — | $20.76万 | 新建仓 |
| AJG | Arthur J. Gallagher & Co. | $20.77万 | 0.01% | 959 | -5 | -0.5% | -$1,083 | 减仓 |
| RHHBY | Roche Holdings ADR | $20.79万 | 0.01% | 4,182 | 4,182 | — | $20.79万 | 新建仓 |
| JEF | Jefferies Finl Group Inc | $20.80万 | 0.01% | 5,039 | 835 | 19.9% | $3.45万 | 加仓 |
| HAL | Halliburton Co | $20.85万 | 0.01% | 5,347 | 5,347 | — | $20.85万 | 新建仓 |
| MSGE | Madison Square Garden Entmt Cl | $20.88万 | 0.01% | 3,545 | 3,545 | — | $20.88万 | 新建仓 |
| CI | The Cigna Group | $20.89万 | 0.01% | 783 | -82 | -9.5% | -$2.19万 | 减仓 |
| ROBT | Ft Nasdaq Artific Intelgn Robt | $21.00万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| PB | Prosperity Bancshares Inc | $21.20万 | 0.01% | 3,156 | -1 | -0.0% | -$67 | 减仓 |