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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $58.20万 | 0.14% | 3,158 | -85 | -2.6% | -$1.57万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $57.16万 | 0.13% | 16,011 | 577 | 3.7% | $2.06万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $55.64万 | 0.13% | 10,994 | -376 | -3.3% | -$1.90万 | 减仓 |
| VICI | VICI PPTYS INC | $55.14万 | 0.13% | 20,182 | -97 | -0.5% | -$2,650 | 减仓 |
| ARCC | ARES CAPITAL CORP | $54.52万 | 0.13% | 30,254 | -5,132 | -14.5% | -$9.25万 | 减仓 |
| IWS | ISHARES TR | $54.21万 | 0.13% | 3,720 | 1,029 | 38.2% | $15.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.28万 | 0.12% | 2,570 | -264 | -9.3% | -$5.37万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $51.87万 | 0.12% | 16,555 | 48 | 0.3% | $1,504 | 加仓 |
| HD | HOME DEPOT INC | $49.84万 | 0.12% | 1,515 | -250 | -14.2% | -$8.22万 | 减仓 |
| TJX | TJX COS INC NEW | $49.51万 | 0.12% | 3,100 | 120 | 4.0% | $1.92万 | 加仓 |
| IWM | ISHARES TR | $49.35万 | 0.12% | 1,990 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $49.04万 | 0.11% | 21,120 | 156 | 0.7% | $3,622 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $48.89万 | 0.11% | 28,389 | 5,210 | 22.5% | $8.97万 | 加仓 |
| — | EXXON MOBIL CORP | $47.27万 | 0.11% | 2,786 | -524 | -15.8% | -$8.89万 | 减仓 |
| KLAC | KLA CORP | $47.12万 | 0.11% | 320 | 31 | 10.7% | $4.56万 | 加仓 |
| UL | UNILEVER PLC | $46.19万 | 0.11% | 8,108 | -1,635 | -16.8% | -$9.31万 | 减仓 |
| OGE | OGE ENERGY CORP | $46.18万 | 0.11% | 9,628 | -8 | -0.1% | -$384 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.58万 | 0.11% | 1,684 | 321 | 23.6% | $8.69万 | 加仓 |
| MPC | MARATHON PETE CORP | $45.00万 | 0.11% | 1,843 | -155 | -7.8% | -$3.78万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.41万 | 0.10% | 622 | -10 | -1.6% | -$6,819 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.17万 | 0.10% | 471 | -23 | -4.7% | -$2.06万 | 减仓 |
| ASML | ASML HLDG NV | $41.74万 | 0.10% | 316 | 2 | 0.6% | $2,642 | 加仓 |
| GOOG | ALPHABET INC | $41.65万 | 0.10% | 1,452 | -788 | -35.2% | -$22.60万 | 减仓 |
| — | PUTNAM ETF TRUST | $40.17万 | 0.09% | 14,565 | -2,643 | -15.4% | -$7.29万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $39.60万 | 0.09% | 6,987 | 6,987 | — | $39.60万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.86万 | 0.09% | 843 | 155 | 22.5% | $7.15万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $38.49万 | 0.09% | 6,419 | 48 | 0.8% | $2,879 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $37.31万 | 0.09% | 2,045 | 403 | 24.5% | $7.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.22万 | 0.09% | 7,413 | 1,019 | 15.9% | $5.12万 | 加仓 |
| KO | COCA COLA CO | $36.94万 | 0.09% | 4,857 | 984 | 25.4% | $7.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $36.47万 | 0.09% | 4,953 | 4,953 | — | $36.47万 | 新建仓 |
| EMB | ISHARES TR | $36.38万 | 0.08% | 3,873 | -342 | -8.1% | -$3.21万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $35.29万 | 0.08% | 2,693 | -107 | -3.8% | -$1.40万 | 减仓 |
| PWR | QUANTA SVCS INC | $35.25万 | 0.08% | 642 | -218 | -25.3% | -$11.97万 | 减仓 |
| CAT | CATERPILLAR INC | $34.43万 | 0.08% | 486 | 10 | 2.1% | $7,085 | 加仓 |
| ORCL | ORACLE CORP | $34.34万 | 0.08% | 2,334 | -500 | -17.6% | -$7.36万 | 减仓 |
| C | CITIGROUP INC | $33.85万 | 0.08% | 2,985 | 803 | 36.8% | $9.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $33.16万 | 0.08% | 5,860 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $32.25万 | 0.08% | 2,231 | -342 | -13.3% | -$4.94万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $31.82万 | 0.07% | 2,022 | -51 | -2.5% | -$8,025 | 减仓 |
| HCA | HCA HEALTHCARE INC | $31.38万 | 0.07% | 663 | -8 | -1.2% | -$3,786 | 减仓 |
| PSX | PHILLIPS 66 | $31.15万 | 0.07% | 1,710 | -8 | -0.5% | -$1,457 | 减仓 |
| ETR | ENTERGY CORP NEW | $31.12万 | 0.07% | 2,770 | -182 | -6.2% | -$2.04万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $30.84万 | 0.07% | 4,000 | 43 | 1.1% | $3,316 | 加仓 |
| LIN | LINDE PLC | $30.84万 | 0.07% | 622 | -72 | -10.4% | -$3.57万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.70万 | 0.07% | 12,232 | -684 | -5.3% | -$1.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.76万 | 0.07% | 881 | 881 | — | $29.76万 | 新建仓 |
| USHY | ISHARES TR | $29.62万 | 0.07% | 8,041 | 988 | 14.0% | $3.64万 | 加仓 |
| IGIB | ISHARES TR | $29.16万 | 0.07% | 5,479 | 1,000 | 22.3% | $5.32万 | 加仓 |
| PFE | PFIZER INC | $29.04万 | 0.07% | 10,342 | -2,133 | -17.1% | -$5.99万 | 减仓 |
| EFA | ISHARES TR | $28.66万 | 0.07% | 2,951 | -188 | -6.0% | -$1.83万 | 减仓 |
| EVRG | EVERGY INC | $27.90万 | 0.07% | 3,405 | 39 | 1.2% | $3,195 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.32万 | 0.06% | 1,127 | 162 | 16.8% | $3.93万 | 加仓 |
| SYK | STRYKER CORPORATION | $26.58万 | 0.06% | 809 | 109 | 15.6% | $3.58万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.85万 | 0.06% | 4,656 | 4,656 | — | $25.85万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $25.54万 | 0.06% | 6,979 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $25.48万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.52万 | 0.06% | 2,492 | 41 | 1.7% | $4,034 | 加仓 |
| VXF | VANGUARD INDEX FDS | $24.16万 | 0.06% | 1,174 | 39 | 3.4% | $8,026 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.74万 | 0.06% | 6,273 | -213 | -3.3% | -$8,060 | 减仓 |
| MET | METLIFE INC | $23.50万 | 0.05% | 3,323 | -1 | -0.0% | -$71 | 减仓 |
| CRM | SALESFORCE INC | $22.90万 | 0.05% | 1,227 | -342 | -21.8% | -$6.38万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.81万 | 0.05% | 1,050 | -48 | -4.4% | -$1.04万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.76万 | 0.05% | 581 | 581 | — | $22.76万 | 新建仓 |
| SHY | ISHARES TR | $22.40万 | 0.05% | 2,713 | 2,713 | — | $22.40万 | 新建仓 |
| EQIX | EQUINIX INC | $22.35万 | 0.05% | 228 | 228 | — | $22.35万 | 新建仓 |
| GDX | VANECK ETF TRUST | $21.64万 | 0.05% | 2,358 | -52 | -2.2% | -$4,772 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $21.42万 | 0.05% | 1,336 | -5,820 | -81.3% | -$93.31万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.21万 | 0.05% | 475 | -77 | -13.9% | -$3.44万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $21.18万 | 0.05% | 5,276 | -198 | -3.6% | -$7,948 | 减仓 |
| GLD | SPDR GOLD TR | $21.17万 | 0.05% | 492 | 492 | — | $21.17万 | 新建仓 |
| BA | BOEING CO | $21.17万 | 0.05% | 1,064 | 1,064 | — | $21.17万 | 新建仓 |
| CME | CME GROUP INC | $21.11万 | 0.05% | 715 | -209 | -22.6% | -$6.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.98万 | 0.05% | 1,602 | -264 | -14.1% | -$3.46万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.70万 | 0.05% | 2,557 | -159 | -5.9% | -$1.29万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.69万 | 0.05% | 1,873 | 1,873 | — | $20.69万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $20.56万 | 0.05% | 9,392 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $20.37万 | 0.05% | 778 | -63 | -7.5% | -$1.65万 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.10万 | 0.05% | 2,193 | 2,193 | — | $20.10万 | 新建仓 |
| F | FORD MTR CO | $18.21万 | 0.04% | 15,781 | -1,023 | -6.1% | -$1.18万 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $11.77万 | 0.03% | 800 | 800 | — | $11.77万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -23,394 | -100.0% | -$147.80万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -9,962 | -100.0% | -$102.00万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -6,130 | -100.0% | -$81.83万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -3,533 | -100.0% | -$79.90万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -952 | -100.0% | -$33.32万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -574 | -100.0% | -$26.96万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -421 | -100.0% | -$22.00万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,827 | -100.0% | -$20.50万 | 清仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | 0.00% | 0 | -14,230 | -100.0% | -$8.84万 | 清仓 |
| ITRG | INTEGRA RES CORP | $0 | 0.00% | 0 | -13,645 | -100.0% | -$5.47万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -10,630 | -100.0% | -$4.75万 | 清仓 |