Pinnacle Family Advisors, LLC
Springfield MO · SEC CIK 0001679064
$2.38亿2026Q2 申报市值
155持仓数
47.0%前十大占比 · 第一大 9.3%
28 / 15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
SCHV 加仓+$342.40万
XLV 新建仓+$145.24万
XLRE 新建仓+$141.98万
IWM 新建仓+$137.01万
XLF 加仓+$122.94万
2026Q2 卖出最多 按季末市值估算
BIL 清仓-$1,006.52万
SLYG 清仓-$193.79万
SPY 减仓-$138.52万
QQQ 减仓-$122.32万
EEM 减仓-$117.32万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $62.11万 | 0.26% | 1,758 | 10 | 0.6% | $3,533 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.92万 | 0.26% | 15,942 | 1,184 | 8.0% | $4.67万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $63.02万 | 0.26% | 13,079 | 95 | 0.7% | $4,577 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $65.56万 | 0.28% | 5,590 | 147 | 2.7% | $1.72万 | 重新持有 |
| DFAI | DIMENSIONAL ETF TRUST | $65.67万 | 0.28% | 15,921 | -1,776 | -10.0% | -$7.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $65.79万 | 0.28% | 3,453 | 3,453 | — | $65.79万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $66.05万 | 0.28% | 6,824 | -28 | -0.4% | -$2,710 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $66.18万 | 0.28% | 30,926 | 1,340 | 4.5% | $2.87万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $68.24万 | 0.29% | 2,578 | 175 | 7.3% | $4.63万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $70.19万 | 0.29% | 33,893 | 3,361 | 11.0% | $6.96万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.20万 | 0.30% | 3,346 | 1,233 | 58.4% | $26.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $73.16万 | 0.31% | 7,587 | -211 | -2.7% | -$2.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $73.52万 | 0.31% | 10,810 | -37 | -0.3% | -$2,516 | 减仓 |
| IRM | IRON MTN INC DEL | $74.09万 | 0.31% | 5,866 | -14 | -0.2% | -$1,768 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $75.52万 | 0.32% | 7,497 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $75.78万 | 0.32% | 5,130 | -17 | -0.3% | -$2,511 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $77.49万 | 0.33% | 6,642 | -1,323 | -16.6% | -$15.43万 | 减仓 |
| LLY | ELI LILLY & CO | $81.03万 | 0.34% | 676 | 1 | 0.1% | $1,199 | 加仓 |
| WMT | WALMART INC | $81.95万 | 0.34% | 7,235 | -308 | -4.1% | -$3.49万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $84.55万 | 0.35% | 10,178 | 10,178 | — | $84.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $84.68万 | 0.36% | 734 | 734 | — | $84.68万 | 新建仓 |
| IVW | ISHARES TR | $87.36万 | 0.37% | 6,352 | -61 | -1.0% | -$8,389 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $88.05万 | 0.37% | 1,516 | 1,516 | — | $88.05万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $88.26万 | 0.37% | 27,914 | -3,599 | -11.4% | -$11.38万 | 减仓 |
| — | EXXON MOBIL CORP | $100.22万 | 0.42% | 7,330 | -101 | -1.4% | -$1.38万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $101.78万 | 0.43% | 44,001 | 2,003 | 4.8% | $4.63万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $102.50万 | 0.43% | 10,913 | -19 | -0.2% | -$1,785 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $104.41万 | 0.44% | 4,212 | 171 | 4.2% | $4.24万 | 加仓 |
| IUSB | ISHARES TR | $105.95万 | 0.44% | 22,958 | 9,259 | 67.6% | $42.73万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $111.03万 | 0.47% | 43,508 | 1,688 | 4.0% | $4.31万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $111.09万 | 0.47% | 38,360 | -50 | -0.1% | -$1,448 | 减仓 |
| GLD | SPDR GOLD TR | $124.40万 | 0.52% | 3,377 | -264 | -7.3% | -$9.73万 | 减仓 |
| SLV | ISHARES SILVER TR | $126.84万 | 0.53% | 23,721 | 1,315 | 5.9% | $7.03万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $130.43万 | 0.55% | 57,610 | 767 | 1.3% | $1.74万 | 加仓 |
| IWM | ISHARES TR | $137.01万 | 0.57% | 4,560 | 4,560 | — | $137.01万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $138.25万 | 0.58% | 2,647 | -74 | -2.7% | -$3.87万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $141.98万 | 0.60% | 32,247 | 32,247 | — | $141.98万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $145.24万 | 0.61% | 9,154 | 9,154 | — | $145.24万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $146.43万 | 0.61% | 12,306 | 193 | 1.6% | $2.30万 | 重新持有 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $149.36万 | 0.63% | 40,364 | -218 | -0.5% | -$8,066 | 减仓 |
| IGIB | ISHARES TR | $150.55万 | 0.63% | 28,315 | -763 | -2.6% | -$4.06万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $153.48万 | 0.64% | 35,194 | 2,566 | 7.9% | $11.19万 | 加仓 |
| ITOT | ISHARES TR | $172.19万 | 0.72% | 10,482 | -117 | -1.1% | -$1.92万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $172.66万 | 0.72% | 82,790 | 4,546 | 5.8% | $9.48万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $189.34万 | 0.79% | 43,607 | 9,623 | 28.3% | $41.78万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $196.10万 | 0.82% | 66,633 | -1,325 | -1.9% | -$3.90万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $217.73万 | 0.91% | 26,861 | -3,250 | -10.8% | -$26.34万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $233.95万 | 0.98% | 43,640 | 22,933 | 110.7% | $122.94万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $262.98万 | 1.10% | 22,891 | -350 | -1.5% | -$4.02万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $271.19万 | 1.14% | 36,942 | -144 | -0.4% | -$1.06万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $318.16万 | 1.33% | 36,204 | 6,550 | 22.1% | $57.56万 | 加仓 |
| AMZN | AMAZON COM INC | $318.81万 | 1.34% | 13,376 | -263 | -1.9% | -$6.27万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $320.09万 | 1.34% | 29,336 | 1,670 | 6.0% | $18.22万 | 加仓 |
| TSLA | TESLA INC | $340.90万 | 1.43% | 8,105 | -31 | -0.4% | -$1.30万 | 减仓 |
| IGLB | ISHARES TR | $343.90万 | 1.44% | 68,724 | -2,598 | -3.6% | -$13.00万 | 减仓 |
| IVE | ISHARES TR | $398.98万 | 1.67% | 17,572 | -351 | -2.0% | -$7.97万 | 减仓 |
| DVY | ISHARES TR | $410.23万 | 1.72% | 26,246 | -341 | -1.3% | -$5.33万 | 减仓 |
| EEM | ISHARES TR | $464.32万 | 1.95% | 67,873 | -17,150 | -20.2% | -$117.32万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $473.40万 | 1.99% | 45,863 | -747 | -1.6% | -$7.71万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $493.18万 | 2.07% | 80,545 | 9,172 | 12.9% | $56.16万 | 加仓 |
| AAPL | APPLE INC | $649.23万 | 2.72% | 22,437 | -3,231 | -12.6% | -$93.49万 | 减仓 |
| EFA | ISHARES TR | $721.86万 | 3.03% | 69,490 | 455 | 0.7% | $4.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $728.89万 | 3.06% | 36,428 | -2,689 | -6.9% | -$53.80万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $747.92万 | 3.14% | 81,216 | -4,206 | -4.9% | -$38.73万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $811.93万 | 3.41% | 239,933 | 33,328 | 16.1% | $112.78万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $876.79万 | 3.68% | 251,880 | 98,362 | 64.1% | $342.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,162.93万 | 4.88% | 15,792 | -1,661 | -9.5% | -$122.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,613.06万 | 6.77% | 21,601 | -1,855 | -7.9% | -$138.52万 | 减仓 |
| IVV | ISHARES TR | $1,677.82万 | 7.04% | 22,404 | -465 | -2.0% | -$34.82万 | 减仓 |
| — | TIDAL TRUST II | $2,216.73万 | 9.30% | 494,409 | 364 | 0.1% | $1.63万 | 加仓 |