Pinion Investment Advisors, LLC
WICHITA KS · SEC CIK 0001738738
$5.27亿2026Q2 申报市值
205持仓数
49.5%前十大占比 · 第一大 18.3%
35 / 13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
BOXX 加仓+$1,340.59万
IVV 加仓+$1,133.44万
JPIE 加仓+$396.52万
GOVT 加仓+$390.70万
CAIE 加仓+$353.10万
2026Q2 卖出最多 按季末市值估算
OEF 清仓-$594.63万
QUAL 减仓-$319.86万
VGK 减仓-$268.68万
VUG 减仓-$260.75万
ICVT 减仓-$143.54万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -18,695 | -100.0% | -$594.63万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -5,935 | -100.0% | -$125.32万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -14,565 | -100.0% | -$40.17万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -843 | -100.0% | -$38.86万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,953 | -100.0% | -$36.47万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,342 | -100.0% | -$29.04万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,227 | -100.0% | -$22.90万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,358 | -100.0% | -$21.64万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -475 | -100.0% | -$21.21万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -492 | -100.0% | -$21.17万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -715 | -100.0% | -$21.11万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,193 | -100.0% | -$20.10万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$11.77万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $4.00万 | 0.01% | 200 | 200 | — | $4.00万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.32万 | 0.04% | 1,494 | 1,494 | — | $20.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.37万 | 0.04% | 1,609 | 7 | 0.4% | $886 | 加仓 |
| PGR | PROGRESSIVE CORP | $20.43万 | 0.04% | 935 | 935 | — | $20.43万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $20.52万 | 0.04% | 678 | 678 | — | $20.52万 | 新建仓 |
| F | FORD MTR CO | $20.64万 | 0.04% | 14,849 | -932 | -5.9% | -$1.30万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.73万 | 0.04% | 1,622 | 1,622 | — | $20.73万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.87万 | 0.04% | 2,571 | 14 | 0.5% | $1,136 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $21.39万 | 0.04% | 5,309 | 33 | 0.6% | $1,330 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.92万 | 0.04% | 508 | 508 | — | $21.92万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $22.75万 | 0.04% | 525 | 525 | — | $22.75万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.06万 | 0.04% | 6,273 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $23.07万 | 0.04% | 1,358 | 1,358 | — | $23.07万 | 新建仓 |
| ICVT | ISHARES TR | $23.11万 | 0.04% | 1,898 | -11,791 | -86.1% | -$143.54万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $23.25万 | 0.04% | 1,863 | -10 | -0.5% | -$1,248 | 减仓 |
| KLAR | KLARNA GROUP PLC | $23.73万 | 0.05% | 11,724 | 11,724 | — | $23.73万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.96万 | 0.05% | 4,158 | 4,158 | — | $23.96万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $24.00万 | 0.05% | 9,392 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $24.03万 | 0.05% | 472 | -150 | -24.1% | -$7.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $24.23万 | 0.05% | 799 | 21 | 2.7% | $6,369 | 加仓 |
| BA | BOEING CO | $25.04万 | 0.05% | 1,157 | 93 | 8.7% | $2.01万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $25.30万 | 0.05% | 649 | -14 | -2.1% | -$5,458 | 减仓 |
| VBR | VANGUARD INDEX FDS | $26.61万 | 0.05% | 1,095 | 45 | 4.3% | $1.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.08万 | 0.05% | 567 | 567 | — | $27.08万 | 新建仓 |
| MET | METLIFE INC | $27.67万 | 0.05% | 3,270 | -53 | -1.6% | -$4,484 | 减仓 |
| ETR | ENTERGY CORP NEW | $27.69万 | 0.05% | 2,411 | -359 | -13.0% | -$4.12万 | 减仓 |
| DVY | ISHARES TR | $27.87万 | 0.05% | 1,783 | -2,896 | -61.9% | -$45.26万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $27.88万 | 0.05% | 285 | -186 | -39.5% | -$18.19万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $28.38万 | 0.05% | 6,979 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $28.43万 | 0.05% | 2,451 | 2,451 | — | $28.43万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $28.44万 | 0.05% | 2,646 | 154 | 6.2% | $1.66万 | 加仓 |
| SHY | ISHARES TR | $29.32万 | 0.06% | 3,571 | 858 | 31.6% | $7.05万 | 加仓 |
| PSX | PHILLIPS 66 | $29.38万 | 0.06% | 1,738 | 28 | 1.6% | $4,733 | 加仓 |
| EVRG | EVERGY INC | $29.66万 | 0.06% | 3,432 | 27 | 0.8% | $2,333 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $29.80万 | 0.06% | 2,236 | 2,236 | — | $29.80万 | 新建仓 |
| REMX | VANECK ETF TRUST | $29.96万 | 0.06% | 3,385 | 3,385 | — | $29.96万 | 新建仓 |
| ARKF | ARK ETF TR | $30.27万 | 0.06% | 7,671 | 7,671 | — | $30.27万 | 新建仓 |
| EFA | ISHARES TR | $30.66万 | 0.06% | 2,951 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.79万 | 0.06% | 3,427 | 3,427 | — | $30.79万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.83万 | 0.06% | 7,224 | 7,224 | — | $30.83万 | 新建仓 |
| EQIX | EQUINIX INC | $31.17万 | 0.06% | 299 | 71 | 31.1% | $7.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.52万 | 0.06% | 7,445 | 32 | 0.4% | $1,355 | 加仓 |
| SYK | STRYKER CORPORATION | $31.58万 | 0.06% | 1,003 | 194 | 24.0% | $6.11万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $31.76万 | 0.06% | 1,290 | 116 | 9.9% | $2.86万 | 加仓 |
| NASA | TEMA ETF TRUST | $31.85万 | 0.06% | 10,485 | 10,485 | — | $31.85万 | 新建仓 |
| — | CORGI ETF TR I | $32.10万 | 0.06% | 10,124 | 10,124 | — | $32.10万 | 新建仓 |
| IRM | IRON MTN INC DEL | $32.16万 | 0.06% | 2,546 | 2,546 | — | $32.16万 | 新建仓 |
| IGIB | ISHARES TR | $32.31万 | 0.06% | 6,077 | 598 | 10.9% | $3.18万 | 加仓 |
| SOXX | ISHARES TR | $32.61万 | 0.06% | 509 | 509 | — | $32.61万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $33.64万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.20万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $34.48万 | 0.07% | 1,012 | 1,012 | — | $34.48万 | 新建仓 |
| EUV | CORGI ETF TR I | $34.64万 | 0.07% | 10,832 | 10,832 | — | $34.64万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $35.62万 | 0.07% | 5,860 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $36.36万 | 0.07% | 2,803 | 572 | 25.6% | $7.42万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.96万 | 0.07% | 2,701 | 8 | 0.3% | $1,095 | 加仓 |
| CINF | CINCINNATI FINL CORP | $37.45万 | 0.07% | 2,023 | 1 | 0.0% | $185 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $37.84万 | 0.07% | 13,067 | 835 | 6.8% | $2.42万 | 加仓 |
| EMB | ISHARES TR | $37.84万 | 0.07% | 3,924 | 51 | 1.3% | $4,918 | 加仓 |
| MUB | ISHARES TR | $37.98万 | 0.07% | 3,529 | 3,529 | — | $37.98万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.10万 | 0.07% | 6,199 | 1,543 | 33.1% | $9.48万 | 加仓 |
| — | EXXON MOBIL CORP | $38.14万 | 0.07% | 2,790 | 4 | 0.1% | $547 | 加仓 |
| ORCL | ORACLE CORP | $38.26万 | 0.07% | 2,611 | 277 | 11.9% | $4.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.95万 | 0.07% | 1,385 | 258 | 22.9% | $7.26万 | 加仓 |
| LIN | LINDE PLC | $38.97万 | 0.07% | 751 | 129 | 20.7% | $6.69万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.40万 | 0.08% | 7,330 | 343 | 4.9% | $1.94万 | 加仓 |
| KO | COCA COLA CO | $42.19万 | 0.08% | 5,191 | 334 | 6.9% | $2.71万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $44.04万 | 0.08% | 5,963 | 5,963 | — | $44.04万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $45.24万 | 0.09% | 2,255 | 210 | 10.3% | $4.21万 | 加仓 |
| PWR | QUANTA SVCS INC | $46.37万 | 0.09% | 644 | 2 | 0.3% | $1,440 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $46.77万 | 0.09% | 6,675 | 256 | 4.0% | $1.79万 | 加仓 |
| OGE | OGE ENERGY CORP | $46.85万 | 0.09% | 9,628 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $47.12万 | 0.09% | 1,843 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $47.51万 | 0.09% | 29,003 | 614 | 2.2% | $1.01万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $48.56万 | 0.09% | 20,996 | -124 | -0.6% | -$2,868 | 减仓 |
| IAGG | ISHARES TR | $48.59万 | 0.09% | 9,602 | -17,612 | -64.7% | -$89.12万 | 减仓 |
| GEV | GE VERNOVA INC | $50.40万 | 0.10% | 429 | 429 | — | $50.40万 | 新建仓 |
| UL | UNILEVER PLC | $51.01万 | 0.10% | 8,485 | 377 | 4.6% | $2.27万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $51.86万 | 0.10% | 3,586 | 3,586 | — | $51.86万 | 新建仓 |
| GOOG | ALPHABET INC | $51.90万 | 0.10% | 1,469 | 17 | 1.2% | $6,007 | 加仓 |
| HD | HOME DEPOT INC | $52.58万 | 0.10% | 1,491 | -24 | -1.6% | -$8,464 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.70万 | 0.10% | 1,268 | -416 | -24.7% | -$17.29万 | 减仓 |
| VICI | VICI PPTYS INC | $53.23万 | 0.10% | 20,048 | -134 | -0.7% | -$3,558 | 减仓 |
| IWM | ISHARES TR | $53.84万 | 0.10% | 1,792 | -198 | -9.9% | -$5.95万 | 减仓 |
| CAT | CATERPILLAR INC | $53.99万 | 0.10% | 507 | 21 | 4.3% | $2.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $54.53万 | 0.10% | 1,599 | 263 | 19.7% | $8.97万 | 加仓 |
| TJX | TJX COS INC NEW | $54.60万 | 0.10% | 3,604 | 504 | 16.3% | $7.64万 | 加仓 |