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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9,658.31万 | 18.33% | 140,626 | 1,923 | 1.4% | $132.07万 | 加仓 |
| IVV | ISHARES TR | $4,678.29万 | 8.88% | 62,470 | 15,135 | 32.0% | $1,133.44万 | 加仓 |
| BOXX | EA SERIES TRUST | $2,909.76万 | 5.52% | 248,506 | 114,492 | 85.4% | $1,340.59万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,608.79万 | 3.05% | 349,358 | 86,106 | 32.7% | $396.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,475.98万 | 2.80% | 171,347 | -30,271 | -15.0% | -$260.75万 | 减仓 |
| SGOV | ISHARES TR | $1,307.07万 | 2.48% | 129,837 | 571 | 0.4% | $5.75万 | 加仓 |
| CAIE | CALAMOS ETF TR | $1,243.42万 | 2.36% | 456,973 | 129,768 | 39.7% | $353.10万 | 加仓 |
| IEFA | ISHARES TR | $1,237.63万 | 2.35% | 128,146 | 14,866 | 13.1% | $143.58万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,014.63万 | 1.93% | 303,236 | 3,436 | 1.1% | $11.50万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $968.85万 | 1.84% | 24,801 | 788 | 3.3% | $30.78万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $909.35万 | 1.73% | 133,709 | -3,742 | -2.7% | -$25.45万 | 减仓 |
| IUSB | ISHARES TR | $882.90万 | 1.68% | 191,311 | 21,343 | 12.6% | $98.50万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $874.30万 | 1.66% | 172,412 | 20,588 | 13.6% | $104.40万 | 加仓 |
| IEMG | ISHARES INC | $817.13万 | 1.55% | 98,639 | -12,221 | -11.0% | -$101.24万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $808.47万 | 1.53% | 157,167 | 14,933 | 10.5% | $76.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $710.31万 | 1.35% | 35,499 | 5,459 | 18.2% | $109.23万 | 加仓 |
| GOOGL | ALPHABET INC | $663.19万 | 1.26% | 18,558 | 1,415 | 8.3% | $50.57万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $630.48万 | 1.20% | 81,634 | -3,139 | -3.7% | -$24.24万 | 减仓 |
| — | LISTED FDS TR | $625.45万 | 1.19% | 107,873 | 41,213 | 61.8% | $238.95万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $611.33万 | 1.16% | 75,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $589.03万 | 1.12% | 20,356 | 2,145 | 11.8% | $62.07万 | 加仓 |
| GOVT | ISHARES TR | $583.26万 | 1.11% | 256,039 | 171,510 | 202.9% | $390.70万 | 加仓 |
| TSLA | TESLA INC | $562.09万 | 1.07% | 13,364 | 451 | 3.5% | $18.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $511.56万 | 0.97% | 13,714 | 1,469 | 12.0% | $54.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $495.89万 | 0.94% | 9,910 | 597 | 6.4% | $29.87万 | 加仓 |
| AMZN | AMAZON COM INC | $468.39万 | 0.89% | 19,652 | 1,303 | 7.1% | $31.06万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $449.98万 | 0.85% | 85,353 | -16,072 | -15.8% | -$84.73万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $410.60万 | 0.78% | 103,766 | 3,162 | 3.1% | $12.51万 | 加仓 |
| UNP | UNION PAC CORP | $378.71万 | 0.72% | 13,923 | 143 | 1.0% | $3.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $366.24万 | 0.70% | 124,445 | -703 | -0.6% | -$2.07万 | 减仓 |
| MTUM | ISHARES TR | $362.30万 | 0.69% | 10,568 | -2,584 | -19.6% | -$88.59万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $348.33万 | 0.66% | 9,413 | -341 | -3.5% | -$12.62万 | 减仓 |
| AVGO | BROADCOM INC | $298.35万 | 0.57% | 7,898 | 805 | 11.3% | $30.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $295.66万 | 0.56% | 9,032 | 244 | 2.8% | $7.99万 | 加仓 |
| — | REX ETF TR | $279.62万 | 0.53% | 112,639 | 67,198 | 147.9% | $166.82万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $278.20万 | 0.53% | 55,231 | 55,231 | — | $278.20万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $276.06万 | 0.52% | 64,037 | -24,837 | -27.9% | -$107.07万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $274.33万 | 0.52% | 86,321 | 86,321 | — | $274.33万 | 新建仓 |
| WMT | WALMART INC | $235.60万 | 0.45% | 20,802 | 231 | 1.1% | $2.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $225.58万 | 0.43% | 25,669 | 3,204 | 14.3% | $28.16万 | 加仓 |
| TLH | ISHARES TR | $222.71万 | 0.42% | 22,193 | 2,108 | 10.5% | $21.15万 | 加仓 |
| META | META PLATFORMS INC | $220.56万 | 0.42% | 3,916 | 255 | 7.0% | $14.36万 | 加仓 |
| CSCO | CISCO SYS INC | $211.08万 | 0.40% | 17,971 | 655 | 3.8% | $7.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $198.08万 | 0.38% | 1,716 | 835 | 94.8% | $96.38万 | 加仓 |
| V | VISA INC | $187.67万 | 0.36% | 5,470 | 89 | 1.7% | $3.05万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $186.17万 | 0.35% | 21,027 | -30,346 | -59.1% | -$268.68万 | 减仓 |
| TER | TERADYNE INC | $184.05万 | 0.35% | 3,804 | 3,804 | — | $184.05万 | 新建仓 |
| WMB | WILLIAMS COS INC | $176.57万 | 0.34% | 23,752 | -521 | -2.1% | -$3.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $166.43万 | 0.32% | 2,865 | 295 | 11.5% | $17.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $165.91万 | 0.31% | 2,222 | -2 | -0.1% | -$1,493 | 减仓 |
| LLY | ELI LILLY & CO | $165.40万 | 0.31% | 1,379 | 131 | 10.5% | $15.71万 | 加仓 |
| SYSB | ISHARES TR | $163.96万 | 0.31% | 18,481 | 2,923 | 18.8% | $25.93万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.28% | 2 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $148.87万 | 0.28% | 1,472 | 14 | 1.0% | $1.42万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $147.67万 | 0.28% | 29,364 | 29,364 | — | $147.67万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $146.11万 | 0.28% | 16,647 | 472 | 2.9% | $4.14万 | 加仓 |
| MRK | MERCK & CO INC | $145.66万 | 0.28% | 11,335 | 923 | 8.9% | $11.86万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $144.48万 | 0.27% | 51,508 | 51,508 | — | $144.48万 | 新建仓 |
| MCD | MCDONALDS CORP | $138.49万 | 0.26% | 5,123 | 261 | 5.4% | $7.06万 | 加仓 |
| IVW | ISHARES TR | $136.36万 | 0.26% | 9,915 | 9,915 | — | $136.36万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $134.55万 | 0.26% | 36,762 | 36,762 | — | $134.55万 | 新建仓 |
| BAC | BANK OF AMER CORP | $129.52万 | 0.25% | 22,731 | -1,451 | -6.0% | -$8.27万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $124.33万 | 0.24% | 36,739 | 2,591 | 7.6% | $8.77万 | 加仓 |
| OKE | ONEOK INC NEW | $124.06万 | 0.24% | 14,269 | 864 | 6.4% | $7.51万 | 加仓 |
| GE | GE AEROSPACE | $121.76万 | 0.23% | 3,258 | 323 | 11.0% | $12.07万 | 加仓 |
| USHY | ISHARES TR | $121.15万 | 0.23% | 32,726 | 24,685 | 307.0% | $91.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.90万 | 0.22% | 16,266 | -1,325 | -7.5% | -$9.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $115.10万 | 0.22% | 4,532 | 441 | 10.8% | $11.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $113.15万 | 0.21% | 6,255 | 185 | 3.0% | $3.35万 | 加仓 |
| KLAC | KLA CORP | $112.51万 | 0.21% | 3,729 | 529 | 16.5% | $15.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $108.25万 | 0.21% | 7,382 | 890 | 13.7% | $13.05万 | 加仓 |
| MO | ALTRIA GROUP INC | $107.72万 | 0.20% | 14,971 | 546 | 3.8% | $3.93万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $106.54万 | 0.20% | 9,885 | -85 | -0.9% | -$9,161 | 减仓 |
| MGK | VANGUARD WORLD FD | $106.34万 | 0.20% | 12,097 | 542 | 4.7% | $4.76万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $105.90万 | 0.20% | 19,081 | 828 | 4.5% | $4.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $102.19万 | 0.19% | 4,803 | -4,259 | -47.0% | -$90.62万 | 减仓 |
| SHYG | ISHARES TR | $101.50万 | 0.19% | 23,932 | 174 | 0.7% | $7,379 | 加仓 |
| ABBV | ABBVIE INC | $101.06万 | 0.19% | 4,016 | 56 | 1.4% | $1.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $96.30万 | 0.18% | 30,370 | -3,214 | -9.6% | -$10.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $96.21万 | 0.18% | 5,804 | -286 | -4.7% | -$4.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $95.65万 | 0.18% | 1,877 | 51 | 2.8% | $2.60万 | 加仓 |
| T | AT&T INC | $93.83万 | 0.18% | 45,330 | 144 | 0.3% | $2,981 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.66万 | 0.18% | 991 | 12 | 1.2% | $1.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $88.56万 | 0.17% | 1,724 | -278 | -13.9% | -$14.28万 | 减仓 |
| SO | SOUTHERN CO | $86.92万 | 0.17% | 9,082 | 81 | 0.9% | $7,753 | 加仓 |
| PEP | PEPSICO INC | $85.10万 | 0.16% | 6,285 | -1,384 | -18.0% | -$18.74万 | 减仓 |
| DHT | DHT HOLDINGS INC | $83.59万 | 0.16% | 50,568 | -1,039 | -2.0% | -$1.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $83.39万 | 0.16% | 3,202 | -192 | -5.7% | -$5.00万 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $82.41万 | 0.16% | 10,022 | -463 | -4.4% | -$3.81万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $81.77万 | 0.16% | 6,872 | -1,986 | -22.4% | -$23.63万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $81.26万 | 0.15% | 23,344 | -345 | -1.5% | -$1.20万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $80.20万 | 0.15% | 39,373 | -6,569 | -14.3% | -$13.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $79.47万 | 0.15% | 1,585 | 50 | 3.3% | $2.51万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $79.07万 | 0.15% | 16,584 | -79 | -0.5% | -$3,767 | 减仓 |
| DTE | DTE ENERGY CO | $77.48万 | 0.15% | 5,085 | 205 | 4.2% | $3.12万 | 加仓 |
| MGV | VANGUARD WORLD FD | $75.17万 | 0.14% | 4,599 | 353 | 8.3% | $5.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.33万 | 0.14% | 1,493 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $71.76万 | 0.14% | 5,139 | -737 | -12.5% | -$10.29万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.70万 | 0.14% | 743 | 162 | 27.9% | $15.63万 | 加仓 |
| AMLP | ALPS ETF TR | $71.26万 | 0.14% | 13,744 | 181 | 1.3% | $9,385 | 加仓 |