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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $20.52万 | 0.04% | 678 | 678 | — | $20.52万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $20.43万 | 0.04% | 935 | 935 | — | $20.43万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.37万 | 0.04% | 1,609 | 7 | 0.4% | $886 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.32万 | 0.04% | 1,494 | 1,494 | — | $20.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $4.00万 | 0.01% | 200 | 200 | — | $4.00万 | 新建仓 |
| 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 |