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 |
|---|---|---|---|---|---|---|---|---|
| IHI | Ishares Tr U.S. Med Dvc ETF | $0 | 0.00% | 0 | -4,190 | -100.0% | -$22.35万 | 清仓 |
| PB | Prosperity Bancshares Inc | $0 | 0.00% | 0 | -3,156 | -100.0% | -$21.20万 | 清仓 |
| JEF | Jefferies Finl Group Inc | $0 | 0.00% | 0 | -5,039 | -100.0% | -$20.80万 | 清仓 |
| ADSK | Autodesk Inc | $0 | 0.00% | 0 | -861 | -100.0% | -$20.61万 | 清仓 |
| LULU | Lululemon Athletica Inc | $0 | 0.00% | 0 | -1,337 | -100.0% | -$20.47万 | 清仓 |
| AXS | Axis Cap Hldgs Ltd | $0 | 0.00% | 0 | -1,997 | -100.0% | -$20.25万 | 清仓 |
| EOG | Eog Resources Inc | $0 | 0.00% | 0 | -1,392 | -100.0% | -$20.12万 | 清仓 |
| — | CIM Opportunity Zone Fund LP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$16.92万 | 清仓 |
| S | Sentinelone Inc Cl A | $0 | 0.00% | 0 | -12,603 | -100.0% | -$16.23万 | 清仓 |
| PGX | Invesco Exch Traded Fd Tr Ii P | $0 | 0.00% | 0 | -10,730 | -100.0% | -$11.67万 | 清仓 |
| ADT | Adt Inc Del | $0 | 0.00% | 0 | -17,097 | -100.0% | -$11.23万 | 清仓 |
| RITM | Rithm Capital Corp | $0 | 0.00% | 0 | -10,097 | -100.0% | -$9.57万 | 清仓 |
| — | Alight Inc Cl A | $0 | 0.00% | 0 | -21,237 | -100.0% | -$1.24万 | 清仓 |
| — | Drone Guarder Inc | $0 | 0.00% | 12,070 | 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 |
| — | Global Security & Intellige | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Iddriven Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Innovet Inc | $0 | 0.00% | 32,500 | 0 | 0.0% | — | 不变 |