Pinion Investment Advisors, LLC
WICHITA KS · SEC CIK 0001738738
$4.28亿2026Q1 申报市值
181持仓数
48.0%前十大占比 · 第一大 19.4%
19 / 11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
IEMG 加仓+$665.60万
SGOV 加仓+$643.39万
JPIE 加仓+$537.96万
IVV 加仓+$399.57万
MTUM 新建仓+$315.63万
2026Q1 卖出最多 按季末市值估算
BKLN 减仓-$481.53万
VUG 减仓-$417.53万
IEFA 减仓-$302.50万
QUAL 减仓-$231.50万
JQUA 清仓-$147.80万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,288.19万 | 19.35% | 138,703 | -662 | -0.5% | -$39.56万 | 减仓 |
| IVV | ISHARES TR | $3,091.98万 | 7.22% | 47,335 | 6,117 | 14.8% | $399.57万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,558.45万 | 3.64% | 134,014 | 6,257 | 4.9% | $72.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,467.74万 | 3.43% | 33,603 | -9,559 | -22.1% | -$417.53万 | 减仓 |
| SGOV | ISHARES TR | $1,301.19万 | 3.04% | 129,266 | 63,917 | 97.8% | $643.39万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,212.80万 | 2.83% | 263,252 | 116,771 | 79.7% | $537.96万 | 加仓 |
| IEFA | ISHARES TR | $1,025.52万 | 2.39% | 113,280 | -33,414 | -22.8% | -$302.50万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,005.53万 | 2.35% | 299,800 | -4,042 | -1.3% | -$13.56万 | 减仓 |
| CAIE | CALAMOS ETF TR | $822.59万 | 1.92% | 327,205 | 119,878 | 57.8% | $301.37万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $799.69万 | 1.87% | 137,451 | 30,654 | 28.7% | $178.34万 | 加仓 |
| IUSB | ISHARES TR | $785.08万 | 1.83% | 169,968 | 41,054 | 31.8% | $189.63万 | 加仓 |
| IEMG | ISHARES INC | $773.25万 | 1.81% | 110,860 | 95,426 | 618.3% | $665.60万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $770.51万 | 1.80% | 151,824 | 39,022 | 34.6% | $198.04万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $724.68万 | 1.69% | 142,234 | 5,923 | 4.3% | $30.18万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $655.97万 | 1.53% | 84,773 | -787 | -0.9% | -$6.09万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $613.00万 | 1.43% | 24,013 | 3,190 | 15.3% | $81.43万 | 加仓 |
| OEF | ISHARES TR | $594.63万 | 1.39% | 18,695 | 3,698 | 24.7% | $117.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $523.90万 | 1.22% | 30,040 | 1,332 | 4.6% | $23.23万 | 加仓 |
| GOOGL | ALPHABET INC | $492.98万 | 1.15% | 17,143 | -135 | -0.8% | -$3.88万 | 减仓 |
| TSLA | TESLA INC | $480.04万 | 1.12% | 12,913 | 35 | 0.3% | $1.30万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $470.25万 | 1.10% | 75,000 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $464.69万 | 1.09% | 100,604 | -888 | -0.9% | -$4.10万 | 减仓 |
| AAPL | APPLE INC | $462.18万 | 1.08% | 18,211 | 1,000 | 5.8% | $25.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $453.28万 | 1.06% | 12,245 | 1,165 | 10.5% | $43.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.28万 | 1.04% | 9,313 | -438 | -4.5% | -$20.99万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $423.47万 | 0.99% | 51,373 | 2,051 | 4.2% | $16.91万 | 加仓 |
| AMZN | AMAZON COM INC | $382.15万 | 0.89% | 18,349 | 2,769 | 17.8% | $57.67万 | 加仓 |
| UNP | UNION PAC CORP | $334.33万 | 0.78% | 13,780 | 183 | 1.3% | $4.44万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $334.19万 | 0.78% | 101,425 | 18,196 | 21.9% | $59.96万 | 加仓 |
| QUAL | ISHARES TR | $330.11万 | 0.77% | 17,210 | -12,069 | -41.2% | -$231.50万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $321.90万 | 0.75% | 88,874 | 16,769 | 23.3% | $60.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $320.88万 | 0.75% | 125,148 | -8,185 | -6.1% | -$20.99万 | 减仓 |
| MTUM | ISHARES TR | $315.63万 | 0.74% | 13,152 | 13,152 | — | $315.63万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $312.93万 | 0.73% | 9,754 | 321 | 3.4% | $10.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $258.50万 | 0.60% | 8,788 | -576 | -6.2% | -$16.94万 | 减仓 |
| WMT | WALMART INC | $255.65万 | 0.60% | 20,571 | -1,070 | -4.9% | -$13.30万 | 减仓 |
| — | LISTED FDS TR | $237.29万 | 0.55% | 66,660 | 66,660 | — | $237.29万 | 新建仓 |
| AVGO | BROADCOM INC | $219.54万 | 0.51% | 7,093 | -79 | -1.1% | -$2.45万 | 减仓 |
| META | META PLATFORMS INC | $209.48万 | 0.49% | 3,661 | 858 | 30.6% | $49.09万 | 加仓 |
| TLH | ISHARES TR | $202.30万 | 0.47% | 20,085 | -1,504 | -7.0% | -$15.15万 | 减仓 |
| GOVT | ISHARES TR | $193.66万 | 0.45% | 84,529 | 19,345 | 29.7% | $44.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $176.66万 | 0.41% | 24,273 | -3,644 | -13.1% | -$26.52万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $173.92万 | 0.41% | 9,062 | 9,062 | — | $173.92万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $171.95万 | 0.40% | 22,465 | -1,861 | -7.7% | -$14.24万 | 减仓 |
| V | VISA INC | $162.64万 | 0.38% | 5,381 | -124 | -2.3% | -$3.75万 | 减仓 |
| MCD | MCDONALDS CORP | $151.11万 | 0.35% | 4,862 | -366 | -7.0% | -$11.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $150.23万 | 0.35% | 16,175 | 4,368 | 37.0% | $40.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $144.62万 | 0.34% | 2,224 | -21 | -0.9% | -$1.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.34% | 2 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $139.34万 | 0.33% | 13,689 | 13,689 | — | $139.34万 | 新建仓 |
| SYSB | ISHARES TR | $138.47万 | 0.32% | 15,558 | 15,558 | — | $138.47万 | 新建仓 |
| IAGG | ISHARES TR | $136.18万 | 0.32% | 27,214 | 12,374 | 83.4% | $61.92万 | 加仓 |
| CSCO | CISCO SYS INC | $134.35万 | 0.31% | 17,316 | -2,231 | -11.4% | -$17.31万 | 减仓 |
| T | AT&T INC | $130.99万 | 0.31% | 45,186 | -6,788 | -13.1% | -$19.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $126.00万 | 0.29% | 6,090 | -281 | -4.4% | -$5.81万 | 减仓 |
| IVE | ISHARES TR | $125.32万 | 0.29% | 5,935 | 5,935 | — | $125.32万 | 新建仓 |
| MRK | MERCK & CO INC | $125.24万 | 0.29% | 10,412 | -701 | -6.3% | -$8.43万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.35万 | 0.29% | 1,458 | -72 | -4.7% | -$6.09万 | 减仓 |
| OKE | ONEOK INC NEW | $121.17万 | 0.28% | 13,405 | -79 | -0.6% | -$7,141 | 减仓 |
| PEP | PEPSICO INC | $119.09万 | 0.28% | 7,669 | -553 | -6.7% | -$8.59万 | 减仓 |
| BAC | BANK AMERICA CORP | $117.89万 | 0.28% | 24,182 | 8,157 | 50.9% | $39.76万 | 加仓 |
| LLY | ELI LILLY & CO | $114.79万 | 0.27% | 1,248 | 482 | 62.9% | $44.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.72万 | 0.26% | 17,591 | -1,922 | -9.8% | -$12.32万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $111.43万 | 0.26% | 18,253 | 1,166 | 6.8% | $7.12万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $110.37万 | 0.26% | 1,826 | -614 | -25.2% | -$37.11万 | 减仓 |
| — | REX ETF TR | $108.92万 | 0.25% | 45,441 | 45,441 | — | $108.92万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $103.03万 | 0.24% | 33,584 | 15,427 | 85.0% | $47.33万 | 加仓 |
| SHYG | ISHARES TR | $100.52万 | 0.23% | 23,758 | -1,745 | -6.8% | -$7.38万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $100.36万 | 0.23% | 6,070 | -900 | -12.9% | -$14.88万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $100.04万 | 0.23% | 2,002 | -153 | -7.1% | -$7.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.00万 | 0.23% | 4,091 | 1,722 | 72.7% | $42.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $99.47万 | 0.23% | 34,148 | 12,861 | 60.4% | $37.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $97.59万 | 0.23% | 979 | -151 | -13.4% | -$15.05万 | 减仓 |
| MO | ALTRIA GROUP INC | $95.19万 | 0.22% | 14,425 | -2,774 | -16.1% | -$18.31万 | 减仓 |
| DHT | DHT HOLDINGS INC | $94.29万 | 0.22% | 51,607 | -11,772 | -18.6% | -$21.51万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $93.78万 | 0.22% | 6,492 | 347 | 5.6% | $5.01万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $93.77万 | 0.22% | 45,942 | -235,930 | -83.7% | -$481.53万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $89.84万 | 0.21% | 9,970 | -1,883 | -15.9% | -$16.97万 | 减仓 |
| SO | SOUTHERN CO | $86.88万 | 0.20% | 9,001 | -564 | -5.9% | -$5.44万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $86.73万 | 0.20% | 8,858 | -873 | -9.0% | -$8.55万 | 减仓 |
| ABBV | ABBVIE INC | $86.13万 | 0.20% | 3,960 | -773 | -16.3% | -$16.81万 | 减仓 |
| MGK | VANGUARD WORLD FD | $84.92万 | 0.20% | 2,311 | 75 | 3.4% | $2.76万 | 加仓 |
| VLO | VALERO ENERGY CORP | $83.86万 | 0.20% | 3,394 | -979 | -22.4% | -$24.19万 | 减仓 |
| GE | GE AEROSPACE | $83.29万 | 0.19% | 2,935 | 1,366 | 87.1% | $38.76万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $77.90万 | 0.18% | 10,485 | -450 | -4.1% | -$3.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $75.45万 | 0.18% | 1,535 | -51 | -3.2% | -$2.51万 | 减仓 |
| CTAS | CINTAS CORP | $75.02万 | 0.18% | 4,435 | -1,135 | -20.4% | -$19.20万 | 减仓 |
| TMUS | T-MOBILE US INC | $73.89万 | 0.17% | 3,518 | -375 | -9.6% | -$7.88万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $73.02万 | 0.17% | 16,663 | -3,377 | -16.9% | -$14.80万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $72.25万 | 0.17% | 23,689 | 16,816 | 244.7% | $51.29万 | 加仓 |
| AMLP | ALPS ETF TR | $71.40万 | 0.17% | 13,563 | -2,215 | -14.0% | -$11.66万 | 减仓 |
| DTE | DTE ENERGY CO | $71.36万 | 0.17% | 4,880 | -945 | -16.2% | -$13.82万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.25万 | 0.17% | 4,871 | -121 | -2.4% | -$1.77万 | 减仓 |
| HYG | ISHARES TR | $66.13万 | 0.15% | 8,312 | -1,816 | -17.9% | -$14.45万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $64.23万 | 0.15% | 3,564 | -500 | -12.3% | -$9.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.22万 | 0.15% | 1,493 | -119 | -7.4% | -$4.96万 | 减仓 |
| MGV | VANGUARD WORLD FD | $61.55万 | 0.14% | 4,246 | 181 | 4.5% | $2.62万 | 加仓 |
| MINT | PIMCO ETF TR | $61.03万 | 0.14% | 6,068 | 1,054 | 21.0% | $10.60万 | 加仓 |
| IWF | ISHARES TR | $58.72万 | 0.14% | 1,377 | -164 | -10.6% | -$6.99万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $58.65万 | 0.14% | 2,279 | -169 | -6.9% | -$4.35万 | 减仓 |