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 |
|---|---|---|---|---|---|---|---|---|
| FDT | FIRST TR EXCH TRD ALPHDX FD | $60.19万 | 0.28% | 6,924 | -338 | -4.7% | -$2.94万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $61.06万 | 0.29% | 12,984 | 111 | 0.9% | $5,220 | 加仓 |
| LLY | ELI LILLY & CO | $62.05万 | 0.29% | 675 | 675 | — | $62.05万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $63.11万 | 0.30% | 10,847 | -1,778 | -14.1% | -$10.34万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $63.27万 | 0.30% | 6,852 | -93 | -1.3% | -$8,588 | 减仓 |
| IUSB | ISHARES TR | $63.28万 | 0.30% | 13,699 | 810 | 6.3% | $3.74万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $63.35万 | 0.30% | 30,532 | 1,384 | 4.7% | $2.87万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $63.59万 | 0.30% | 12,562 | 526 | 4.4% | $2.66万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $63.82万 | 0.30% | 29,586 | -785 | -2.6% | -$1.69万 | 减仓 |
| IJJ | ISHARES TR | $68.20万 | 0.32% | 5,147 | -56 | -1.1% | -$7,420 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $68.95万 | 0.32% | 17,697 | -324 | -1.8% | -$1.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $69.17万 | 0.33% | 7,798 | 15 | 0.2% | $1,331 | 加仓 |
| IVW | ISHARES TR | $72.54万 | 0.34% | 6,413 | 187 | 3.0% | $2.12万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $75.51万 | 0.35% | 7,497 | 3,510 | 88.0% | $35.35万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $81.15万 | 0.38% | 4,041 | 13 | 0.3% | $2,611 | 加仓 |
| WMT | WALMART INC | $93.74万 | 0.44% | 7,543 | 544 | 7.8% | $6.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $96.41万 | 0.45% | 38,410 | -6,745 | -14.9% | -$16.93万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $97.52万 | 0.46% | 41,998 | -229 | -0.5% | -$5,317 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $101.41万 | 0.48% | 10,932 | 384 | 3.6% | $3.56万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $102.23万 | 0.48% | 20,707 | -12,240 | -37.2% | -$60.43万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $104.46万 | 0.49% | 26,207 | 26,207 | — | $104.46万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $106.35万 | 0.50% | 31,513 | 2,241 | 7.7% | $7.56万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $107.14万 | 0.50% | 41,820 | 205 | 0.5% | $5,252 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $116.51万 | 0.55% | 7,965 | 69 | 0.9% | $1.01万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $126.02万 | 0.59% | 2,721 | -2,383 | -46.7% | -$110.36万 | 减仓 |
| — | EXXON MOBIL CORP | $126.08万 | 0.59% | 7,431 | 206 | 2.9% | $3.50万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $128.92万 | 0.61% | 56,843 | 2,813 | 5.2% | $6.38万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $131.09万 | 0.62% | 33,984 | 678 | 2.0% | $2.62万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $138.16万 | 0.65% | 40,582 | 607 | 1.5% | $2.07万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $142.23万 | 0.67% | 32,628 | 1,546 | 5.0% | $6.74万 | 加仓 |
| ITOT | ISHARES TR | $150.96万 | 0.71% | 10,599 | -433 | -3.9% | -$6.17万 | 减仓 |
| SLV | ISHARES SILVER TR | $152.67万 | 0.72% | 22,406 | -2,957 | -11.7% | -$20.15万 | 减仓 |
| IGIB | ISHARES TR | $154.76万 | 0.73% | 29,078 | -2,901 | -9.1% | -$15.44万 | 减仓 |
| GLD | SPDR GOLD TR | $156.67万 | 0.74% | 3,641 | -7,165 | -66.3% | -$308.30万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $164.00万 | 0.77% | 78,244 | 16,060 | 25.8% | $33.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $174.25万 | 0.82% | 67,958 | -7,188 | -9.6% | -$18.43万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $193.79万 | 0.91% | 20,057 | 20,057 | — | $193.79万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $205.60万 | 0.97% | 30,111 | 124 | 0.4% | $8,467 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $217.67万 | 1.02% | 23,241 | 255 | 1.1% | $2.39万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $226.97万 | 1.07% | 29,654 | 1,781 | 6.4% | $13.63万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $261.67万 | 1.23% | 27,666 | 14,996 | 118.4% | $141.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $273.10万 | 1.28% | 37,086 | 7,206 | 24.1% | $53.06万 | 加仓 |
| AMZN | AMAZON COM INC | $284.07万 | 1.33% | 13,639 | -1,056 | -7.2% | -$21.99万 | 减仓 |
| TSLA | TESLA INC | $302.46万 | 1.42% | 8,136 | -108 | -1.3% | -$4.01万 | 减仓 |
| IGLB | ISHARES TR | $353.97万 | 1.66% | 71,322 | -2,048 | -2.8% | -$10.16万 | 减仓 |
| IVE | ISHARES TR | $378.44万 | 1.78% | 17,923 | -43 | -0.2% | -$9,079 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $389.34万 | 1.83% | 71,373 | -34,619 | -32.7% | -$188.85万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $395.76万 | 1.86% | 46,610 | 1,198 | 2.6% | $10.17万 | 加仓 |
| DVY | ISHARES TR | $402.55万 | 1.89% | 26,587 | 452 | 1.7% | $6.84万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $468.23万 | 2.20% | 153,518 | 73,516 | 91.9% | $224.22万 | 加仓 |
| EEM | ISHARES TR | $482.85万 | 2.27% | 85,023 | 53,303 | 168.0% | $302.71万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $601.84万 | 2.83% | 206,605 | -8,381 | -3.9% | -$24.41万 | 减仓 |
| AAPL | APPLE INC | $651.44万 | 3.06% | 25,668 | -467 | -1.8% | -$11.85万 | 减仓 |
| EFA | ISHARES TR | $670.54万 | 3.15% | 69,035 | -30,677 | -30.8% | -$297.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $682.20万 | 3.21% | 39,117 | -95 | -0.2% | -$1.66万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $788.53万 | 3.71% | 85,422 | 6,120 | 7.7% | $56.49万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,006.52万 | 4.73% | 109,834 | 109,834 | — | $1,006.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $1,007.36万 | 4.73% | 17,453 | -10,378 | -37.3% | -$599.00万 | 减仓 |
| IVV | ISHARES TR | $1,493.84万 | 7.02% | 22,869 | -472 | -2.0% | -$30.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,525.41万 | 7.17% | 23,456 | 1,507 | 6.9% | $98.00万 | 加仓 |
| — | TIDAL TRUST II | $1,776.05万 | 8.35% | 494,045 | -196,608 | -28.5% | -$706.79万 | 减仓 |