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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $630.48万 | 1.20% | 81,634 | -3,139 | -3.7% | -$24.24万 | 减仓 |
| GOOGL | ALPHABET INC | $663.19万 | 1.26% | 18,558 | 1,415 | 8.3% | $50.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $710.31万 | 1.35% | 35,499 | 5,459 | 18.2% | $109.23万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $808.47万 | 1.53% | 157,167 | 14,933 | 10.5% | $76.82万 | 加仓 |
| IEMG | ISHARES INC | $817.13万 | 1.55% | 98,639 | -12,221 | -11.0% | -$101.24万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $874.30万 | 1.66% | 172,412 | 20,588 | 13.6% | $104.40万 | 加仓 |
| IUSB | ISHARES TR | $882.90万 | 1.68% | 191,311 | 21,343 | 12.6% | $98.50万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $909.35万 | 1.73% | 133,709 | -3,742 | -2.7% | -$25.45万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $968.85万 | 1.84% | 24,801 | 788 | 3.3% | $30.78万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,014.63万 | 1.93% | 303,236 | 3,436 | 1.1% | $11.50万 | 加仓 |
| IEFA | ISHARES TR | $1,237.63万 | 2.35% | 128,146 | 14,866 | 13.1% | $143.58万 | 加仓 |
| CAIE | CALAMOS ETF TR | $1,243.42万 | 2.36% | 456,973 | 129,768 | 39.7% | $353.10万 | 加仓 |
| SGOV | ISHARES TR | $1,307.07万 | 2.48% | 129,837 | 571 | 0.4% | $5.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,475.98万 | 2.80% | 171,347 | -30,271 | -15.0% | -$260.75万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,608.79万 | 3.05% | 349,358 | 86,106 | 32.7% | $396.52万 | 加仓 |
| BOXX | EA SERIES TRUST | $2,909.76万 | 5.52% | 248,506 | 114,492 | 85.4% | $1,340.59万 | 加仓 |
| IVV | ISHARES TR | $4,678.29万 | 8.88% | 62,470 | 15,135 | 32.0% | $1,133.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,658.31万 | 18.33% | 140,626 | 1,923 | 1.4% | $132.07万 | 加仓 |