Pinnacle Family Advisors, LLC
Springfield MO · SEC CIK 0001679064
$2.13亿2026Q1 申报市值
135持仓数
47.9%前十大占比 · 第一大 8.3%
19 / 19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
BIL 新建仓+$1,006.52万
EEM 加仓+$302.71万
SCHV 加仓+$224.22万
SLYG 新建仓+$193.79万
SLYV 加仓+$141.83万
2026Q1 卖出最多 按季末市值估算
TIDAL TRUST II 减仓-$706.79万
QQQ 减仓-$599.00万
GLD 减仓-$308.30万
EFA 减仓-$297.97万
XLG 减仓-$188.85万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22,855 | -100.0% | -$132.35万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -27,550 | -100.0% | -$129.10万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,390 | -100.0% | -$110.15万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,815 | -100.0% | -$108.48万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14,514 | -100.0% | -$65.82万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,579 | -100.0% | -$65.68万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -12,028 | -100.0% | -$60.13万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -6,258 | -100.0% | -$42.07万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -4,507 | -100.0% | -$32.27万 | 清仓 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,300 | -100.0% | -$31.88万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,795 | -100.0% | -$31.08万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,975 | -100.0% | -$30.63万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,525 | -100.0% | -$30.06万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -15,250 | -100.0% | -$24.99万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,410 | -100.0% | -$24.22万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,763 | -100.0% | -$23.76万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,639 | -100.0% | -$22.53万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,964 | -100.0% | -$21.04万 | 清仓 |
| HYBL | SSGA ACTIVE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | -20,750 | -100.0% | -$18.55万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $6.62万 | 0.03% | 12,434 | 12,434 | — | $6.62万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.64万 | 0.10% | 702 | 65 | 10.2% | $1.91万 | 加仓 |
| HYG | ISHARES TR | $21.14万 | 0.10% | 2,657 | 11 | 0.4% | $875 | 加仓 |
| IUSV | ISHARES TR | $21.70万 | 0.10% | 2,123 | -60 | -2.7% | -$6,134 | 减仓 |
| XLSR | SSGA ACTIVE TR | $21.75万 | 0.10% | 3,767 | -34 | -0.9% | -$1,963 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $22.24万 | 0.10% | 4,108 | 4,108 | — | $22.24万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $22.24万 | 0.10% | 1,296 | 2 | 0.2% | $343 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $22.51万 | 0.11% | 4,779 | 4,779 | — | $22.51万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $23.14万 | 0.11% | 7,517 | 1,010 | 15.5% | $3.11万 | 重新持有 |
| CAT | CATERPILLAR INC | $23.46万 | 0.11% | 331 | 331 | — | $23.46万 | 新建仓 |
| USMV | ISHARES TR | $23.69万 | 0.11% | 2,554 | -2,780 | -52.1% | -$25.78万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $24.71万 | 0.12% | 6,822 | 219 | 3.3% | $7,932 | 加仓 |
| RTX | RTX CORPORATION | $24.74万 | 0.12% | 1,283 | 14 | 1.1% | $2,700 | 加仓 |
| MPC | MARATHON PETE CORP | $24.80万 | 0.12% | 1,016 | 1,016 | — | $24.80万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.33万 | 0.12% | 1,045 | -19 | -1.8% | -$4,606 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.88万 | 0.12% | 6,659 | 469 | 7.6% | $1.82万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $26.38万 | 0.12% | 2,353 | 2,353 | — | $26.38万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $26.66万 | 0.13% | 2,871 | -165 | -5.4% | -$1.53万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $26.72万 | 0.13% | 5,145 | -1,203 | -19.0% | -$6.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.77万 | 0.13% | 3,036 | 10 | 0.3% | $882 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $27.17万 | 0.13% | 3,742 | -108 | -2.8% | -$7,841 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $27.37万 | 0.13% | 3,397 | 3,397 | — | $27.37万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $27.54万 | 0.13% | 1,275 | 2 | 0.2% | $432 | 加仓 |
| XOP | SPDR SERIES TRUST | $27.64万 | 0.13% | 1,520 | 1,520 | — | $27.64万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $27.75万 | 0.13% | 8,423 | 204 | 2.5% | $6,722 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $27.86万 | 0.13% | 5,102 | -131 | -2.5% | -$7,154 | 减仓 |
| SMH | VANECK ETF TRUST | $28.18万 | 0.13% | 735 | -425 | -36.6% | -$16.29万 | 减仓 |
| IAGG | ISHARES TR | $28.32万 | 0.13% | 5,659 | 339 | 6.4% | $1.70万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $28.49万 | 0.13% | 4,049 | 104 | 2.6% | $7,317 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $28.54万 | 0.13% | 4,659 | 4,659 | — | $28.54万 | 新建仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $28.79万 | 0.14% | 9,613 | -316 | -3.2% | -$9,465 | 减仓 |
| MDYG | SPDR SERIES TRUST | $28.86万 | 0.14% | 3,008 | -674 | -18.3% | -$6.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.11万 | 0.14% | 1,191 | 128 | 12.0% | $3.13万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.51万 | 0.14% | 5,207 | -417 | -7.4% | -$2.36万 | 减仓 |
| SQQQ | PROSHARES TR | $30.19万 | 0.14% | 3,751 | 3,751 | — | $30.19万 | 新建仓 |
| OKE | ONEOK INC NEW | $31.19万 | 0.15% | 3,451 | 6 | 0.2% | $542 | 加仓 |
| PSX | PHILLIPS 66 | $32.62万 | 0.15% | 1,791 | -131 | -6.8% | -$2.39万 | 减仓 |
| SYK | STRYKER CORPORATION | $32.92万 | 0.15% | 1,002 | 91 | 10.0% | $2.99万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.16万 | 0.16% | 8,585 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $33.28万 | 0.16% | 4,860 | 4,860 | — | $33.28万 | 新建仓 |
| METC | RAMACO RES INC | $33.45万 | 0.16% | 21,637 | -788 | -3.5% | -$1.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $33.85万 | 0.16% | 915 | 251 | 37.8% | $9.29万 | 加仓 |
| EPR | EPR PPTYS | $34.37万 | 0.16% | 6,879 | 67 | 1.0% | $3,347 | 加仓 |
| BAC | BANK AMERICA CORP | $37.08万 | 0.17% | 7,605 | 234 | 3.2% | $1.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.94万 | 0.18% | 1,834 | 19 | 1.0% | $3,930 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $38.52万 | 0.18% | 8,394 | -8,915 | -51.5% | -$40.91万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $39.17万 | 0.18% | 12,181 | 12,181 | — | $39.17万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $39.30万 | 0.18% | 1,889 | 63 | 3.5% | $1.31万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $39.47万 | 0.19% | 11,657 | -35 | -0.3% | -$1,185 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.56万 | 0.19% | 2,113 | 129 | 6.5% | $2.48万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $40.93万 | 0.19% | 8,725 | -77 | -0.9% | -$3,612 | 减仓 |
| — | ARROW ETF TR | $41.10万 | 0.19% | 29,889 | 29,889 | — | $41.10万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.35万 | 0.19% | 5,016 | 174 | 3.6% | $1.43万 | 加仓 |
| GOOGL | ALPHABET INC | $41.38万 | 0.19% | 1,439 | -15 | -1.0% | -$4,314 | 减仓 |
| IJH | ISHARES TR | $41.78万 | 0.20% | 6,187 | 149 | 2.5% | $1.01万 | 加仓 |
| LOW | LOWES COS INC | $42.06万 | 0.20% | 1,780 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $42.09万 | 0.20% | 9,219 | -23,821 | -72.1% | -$108.75万 | 减仓 |
| QUAL | ISHARES TR | $42.30万 | 0.20% | 2,205 | -1,241 | -36.0% | -$23.81万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $43.08万 | 0.20% | 8,480 | 8,480 | — | $43.08万 | 新建仓 |
| GOVT | ISHARES TR | $43.81万 | 0.21% | 19,124 | 19,124 | — | $43.81万 | 新建仓 |
| META | META PLATFORMS INC | $44.21万 | 0.21% | 773 | 373 | 93.2% | $21.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.97万 | 0.23% | 1,001 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $47.98万 | 0.23% | 10,021 | -4,338 | -30.2% | -$20.77万 | 减仓 |
| MBB | ISHARES TR | $48.18万 | 0.23% | 5,074 | 194 | 4.0% | $1.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.27万 | 0.23% | 1,105 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $48.32万 | 0.23% | 6,499 | -3,723 | -36.4% | -$27.68万 | 减仓 |
| GOOG | ALPHABET INC | $50.13万 | 0.24% | 1,748 | 31 | 1.8% | $8,890 | 加仓 |
| WMB | WILLIAMS COS INC | $50.52万 | 0.24% | 6,942 | 16 | 0.2% | $1,164 | 加仓 |
| LTC | LTC PPTYS INC | $52.18万 | 0.25% | 14,042 | 37 | 0.3% | $1,375 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $56.24万 | 0.26% | 2,403 | 158 | 7.0% | $3.70万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $56.88万 | 0.27% | 12,403 | 38 | 0.3% | $1,743 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $58.63万 | 0.28% | 14,758 | 754 | 5.4% | $3.00万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $58.85万 | 0.28% | 19,519 | 451 | 2.4% | $1.36万 | 加仓 |
| IRM | IRON MTN INC DEL | $60.06万 | 0.28% | 5,880 | 31 | 0.5% | $3,166 | 加仓 |