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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $39.25万 | 0.16% | 1,780 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $38.36万 | 0.16% | 6,732 | -873 | -11.5% | -$4.97万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $37.59万 | 0.16% | 8,246 | -4,157 | -33.5% | -$18.95万 | 减仓 |
| EPR | EPR PPTYS | $37.47万 | 0.16% | 6,460 | -419 | -6.1% | -$2.43万 | 减仓 |
| XBI | SPDR SERIES TRUST | $36.40万 | 0.15% | 2,300 | 2,300 | — | $36.40万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $35.23万 | 0.15% | 6,683 | -1,740 | -20.7% | -$9.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $34.87万 | 0.15% | 935 | 20 | 2.2% | $7,459 | 加仓 |
| CAT | CATERPILLAR INC | $34.10万 | 0.14% | 320 | -11 | -3.3% | -$1.17万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.75万 | 0.14% | 2,028 | -325 | -13.8% | -$5.25万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $32.56万 | 0.14% | 2,900 | 2,900 | — | $32.56万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $32.50万 | 0.14% | 750 | 750 | — | $32.50万 | 新建仓 |
| ITA | ISHARES TR | $32.00万 | 0.13% | 1,320 | 1,320 | — | $32.00万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $31.94万 | 0.13% | 3,555 | 3,555 | — | $31.94万 | 新建仓 |
| SYK | STRYKER CORPORATION | $31.00万 | 0.13% | 985 | -17 | -1.7% | -$5,351 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.48万 | 0.13% | 6,871 | 212 | 3.2% | $9,404 | 加仓 |
| PSX | PHILLIPS 66 | $30.47万 | 0.13% | 1,802 | 11 | 0.6% | $1,860 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.34万 | 0.13% | 1,195 | 4 | 0.3% | $1,016 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.32万 | 0.13% | 1,829 | -5 | -0.3% | -$829 | 减仓 |
| OKE | ONEOK INC NEW | $30.24万 | 0.13% | 3,479 | 28 | 0.8% | $2,434 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $30.15万 | 0.13% | 4,085 | 36 | 0.9% | $2,657 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $29.94万 | 0.13% | 2,225 | 2,225 | — | $29.94万 | 新建仓 |
| METC | RAMACO RES INC | $28.76万 | 0.12% | 21,737 | 100 | 0.5% | $1,323 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $28.63万 | 0.12% | 10,206 | 10,206 | — | $28.63万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $27.97万 | 0.12% | 4,903 | -199 | -3.9% | -$1.14万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.78万 | 0.12% | 4,919 | -288 | -5.5% | -$1.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.68万 | 0.11% | 949 | -96 | -9.2% | -$2.70万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $26.52万 | 0.11% | 8,790 | 8,790 | — | $26.52万 | 新建仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $26.31万 | 0.11% | 3,447 | -295 | -7.9% | -$2.25万 | 减仓 |
| XME | SPDR SERIES TRUST | $26.20万 | 0.11% | 2,450 | 2,450 | — | $26.20万 | 新建仓 |
| IGV | ISHARES TR | $26.09万 | 0.11% | 2,880 | 2,880 | — | $26.09万 | 新建仓 |
| MPC | MARATHON PETE CORP | $26.07万 | 0.11% | 1,020 | 4 | 0.4% | $1,022 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.51万 | 0.11% | 2,907 | 36 | 1.3% | $3,160 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $25.27万 | 0.11% | 5,017 | 5,017 | — | $25.27万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $25.01万 | 0.10% | 4,220 | 4,220 | — | $25.01万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.97万 | 0.10% | 6,010 | -2,575 | -30.0% | -$10.70万 | 减仓 |
| USMV | ISHARES TR | $24.89万 | 0.10% | 2,580 | 26 | 1.0% | $2,508 | 加仓 |
| XLSR | SSGA ACTIVE TR | $24.78万 | 0.10% | 3,820 | 53 | 1.4% | $3,438 | 加仓 |
| QUS | SPDR SERIES TRUST | $24.76万 | 0.10% | 1,325 | 29 | 2.2% | $5,419 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $24.25万 | 0.10% | 4,823 | 4,823 | — | $24.25万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.64万 | 0.10% | 245 | 245 | — | $23.64万 | 新建仓 |
| ARKK | ARK ETF TR | $23.41万 | 0.10% | 2,897 | -10,927 | -79.0% | -$88.31万 | 重新持有 |
| IUSV | ISHARES TR | $23.39万 | 0.10% | 2,124 | 1 | 0.0% | $110 | 加仓 |
| FLRN | SPDR SERIES TRUST | $23.19万 | 0.10% | 7,517 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $23.00万 | 0.10% | 3,004 | -3,495 | -53.8% | -$26.76万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $22.12万 | 0.09% | 4,046 | -62 | -1.5% | -$3,390 | 减仓 |
| RTX | RTX CORPORATION | $22.08万 | 0.09% | 1,164 | -119 | -9.3% | -$2.26万 | 减仓 |
| V | VISA INC | $21.49万 | 0.09% | 626 | 2 | 0.3% | $687 | 重新持有 |
| HYG | ISHARES TR | $21.20万 | 0.09% | 2,650 | -7 | -0.3% | -$560 | 减仓 |
| SHLD | GLOBAL X FDS | $21.18万 | 0.09% | 3,547 | 3,547 | — | $21.18万 | 新建仓 |
| WULF | TERAWULF INC | $20.75万 | 0.09% | 8,400 | 8,400 | — | $20.75万 | 新建仓 |
| SMH | VANECK ETF TRUST | $20.66万 | 0.09% | 315 | -420 | -57.1% | -$27.55万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $20.65万 | 0.09% | 7,389 | 46 | 0.6% | $1,286 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $20.48万 | 0.09% | 5,308 | 5,308 | — | $20.48万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.30万 | 0.09% | 600 | 0 | 0.0% | — | 重新持有 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $11.89万 | 0.05% | 10,748 | 10,748 | — | $11.89万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -109,834 | -100.0% | -$1,006.52万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -20,057 | -100.0% | -$193.79万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -314,484 | -100.0% | -$104.46万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -2,205 | -100.0% | -$42.30万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -3,751 | -100.0% | -$30.19万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,659 | -100.0% | -$28.54万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -5,659 | -100.0% | -$28.32万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,520 | -100.0% | -$27.64万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,397 | -100.0% | -$27.37万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,036 | -100.0% | -$26.77万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -5,145 | -100.0% | -$26.72万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,822 | -100.0% | -$24.71万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -4,779 | -100.0% | -$22.51万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -702 | -100.0% | -$20.64万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -12,434 | -100.0% | -$6.62万 | 清仓 |