Pinnacle Financial Group, LLC / IL
WESTERN SPRINGS IL · SEC CIK 0001905962
$3.65亿2026Q1 申报市值
111持仓数
51.4%前十大占比 · 第一大 8.9%
7 / 5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
MINT 新建仓+$904.65万
DFIC 加仓+$188.73万
EEM 加仓+$138.60万
VEU 加仓+$102.25万
VSS 新建仓+$101.78万
2026Q1 卖出最多 按季末市值估算
DFEM 减仓-$329.46万
GLD 减仓-$85.33万
DTD 减仓-$82.30万
DVY 减仓-$73.86万
VTC 清仓-$43.00万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,538 | -100.0% | -$43.00万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -624 | -100.0% | -$21.89万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,729 | -100.0% | -$21.66万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.16万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6,402 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $21.17万 | 0.06% | 700 | -4 | -0.6% | -$1,210 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.18万 | 0.06% | 867 | 867 | — | $21.18万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.37万 | 0.06% | 1,457 | 142 | 10.8% | $2.08万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $22.13万 | 0.06% | 6,112 | 316 | 5.5% | $1.14万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $22.14万 | 0.06% | 2,853 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $22.76万 | 0.06% | 815 | 8 | 1.0% | $2,234 | 加仓 |
| LLY | ELI LILLY & CO | $23.01万 | 0.06% | 250 | 9 | 3.7% | $8,285 | 加仓 |
| MS | MORGAN STANLEY | $23.12万 | 0.06% | 1,405 | -149 | -9.6% | -$2.45万 | 减仓 |
| PEP | PEPSICO INC | $23.16万 | 0.06% | 1,491 | -90 | -5.7% | -$1.40万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $23.42万 | 0.06% | 1,188 | 1,188 | — | $23.42万 | 新建仓 |
| META | META PLATFORMS INC | $23.66万 | 0.06% | 414 | 4 | 1.0% | $2,286 | 加仓 |
| ITOT | ISHARES TR | $24.99万 | 0.07% | 1,755 | 2 | 0.1% | $285 | 加仓 |
| GWW | WW GRAINGER INC | $25.03万 | 0.07% | 229 | 2 | 0.9% | $2,186 | 加仓 |
| DJP | BARCLAYS BANK PLC | $26.36万 | 0.07% | 5,475 | 5,475 | — | $26.36万 | 新建仓 |
| GOOG | ALPHABET INC | $27.19万 | 0.07% | 948 | -5 | -0.5% | -$1,434 | 减仓 |
| BA | BOEING CO | $27.67万 | 0.08% | 1,390 | 16 | 1.2% | $3,184 | 加仓 |
| IJS | ISHARES TR | $29.26万 | 0.08% | 2,470 | 3 | 0.1% | $355 | 加仓 |
| DES | WISDOMTREE TR | $29.70万 | 0.08% | 8,263 | 930 | 12.7% | $3.34万 | 加仓 |
| AVGO | BROADCOM INC | $29.77万 | 0.08% | 962 | 66 | 7.4% | $2.04万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $29.86万 | 0.08% | 6,230 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $30.33万 | 0.08% | 3,350 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $30.88万 | 0.08% | 1,074 | 202 | 23.2% | $5.81万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $31.72万 | 0.09% | 4,423 | 2 | 0.0% | $143 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.56万 | 0.09% | 2,226 | -70 | -3.0% | -$1.02万 | 减仓 |
| TSLA | TESLA INC | $32.79万 | 0.09% | 882 | 68 | 8.4% | $2.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.81万 | 0.09% | 5,604 | -358 | -6.0% | -$2.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.50万 | 0.09% | 1,668 | 49 | 3.0% | $1.01万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.44万 | 0.10% | 7,178 | 114 | 1.6% | $5,628 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.51万 | 0.10% | 2,459 | 75 | 3.1% | $1.08万 | 加仓 |
| EMB | ISHARES TR | $36.71万 | 0.10% | 3,908 | 3,908 | — | $36.71万 | 新建仓 |
| ABBV | ABBVIE INC | $37.66万 | 0.10% | 1,732 | 202 | 13.2% | $4.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $37.98万 | 0.10% | 636 | 1 | 0.2% | $597 | 加仓 |
| TIP | ISHARES TR | $38.21万 | 0.10% | 3,463 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.34万 | 0.11% | 10,132 | 150 | 1.5% | $5,676 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $38.72万 | 0.11% | 20,749 | 34 | 0.2% | $634 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $39.16万 | 0.11% | 6,392 | 6,392 | — | $39.16万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $40.29万 | 0.11% | 10,206 | 2,930 | 40.3% | $11.57万 | 加仓 |
| ALL | ALLSTATE CORP | $40.47万 | 0.11% | 1,952 | -11 | -0.6% | -$2,281 | 减仓 |
| DWM | WISDOMTREE TR | $41.74万 | 0.11% | 5,973 | 2 | 0.0% | $140 | 加仓 |
| IVV | ISHARES TR | $42.49万 | 0.12% | 650 | -25 | -3.7% | -$1.63万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.72万 | 0.12% | 7,904 | -650 | -7.6% | -$3.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.20万 | 0.12% | 1,469 | -150 | -9.3% | -$4.41万 | 减仓 |
| VDC | VANGUARD WORLD FD | $45.50万 | 0.12% | 2,026 | 9 | 0.4% | $2,021 | 加仓 |
| ESGV | VANGUARD WORLD FD | $49.59万 | 0.14% | 4,417 | -54 | -1.2% | -$6,063 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $50.95万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $54.02万 | 0.15% | 4,345 | -167 | -3.7% | -$2.08万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $55.21万 | 0.15% | 10,632 | 2,150 | 25.3% | $11.16万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $56.78万 | 0.16% | 6,419 | 1,245 | 24.1% | $11.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $58.71万 | 0.16% | 1,586 | -372 | -19.0% | -$13.77万 | 减仓 |
| IJK | ISHARES TR | $60.39万 | 0.17% | 6,002 | 2 | 0.0% | $201 | 加仓 |
| AGGY | WISDOMTREE TR | $61.05万 | 0.17% | 14,050 | -389 | -2.7% | -$1.69万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $61.26万 | 0.17% | 7,403 | 1,192 | 19.2% | $9.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $63.57万 | 0.17% | 3,312 | 136 | 4.3% | $2.61万 | 加仓 |
| DGRO | ISHARES TR | $68.82万 | 0.19% | 9,806 | 1,408 | 16.8% | $9.88万 | 加仓 |
| IVE | ISHARES TR | $68.85万 | 0.19% | 3,261 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.52万 | 0.20% | 4,274 | -499 | -10.5% | -$8.47万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $79.69万 | 0.22% | 41,944 | 7,256 | 20.9% | $13.79万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $82.37万 | 0.23% | 38,330 | 12,474 | 48.2% | $26.81万 | 加仓 |
| CAT | CATERPILLAR INC | $86.25万 | 0.24% | 1,217 | -240 | -16.5% | -$17.01万 | 减仓 |
| JNK | SPDR SERIES TRUST | $86.45万 | 0.24% | 9,032 | -2,050 | -18.5% | -$19.62万 | 减仓 |
| AMZN | AMAZON COM INC | $95.89万 | 0.26% | 4,604 | 225 | 5.1% | $4.69万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $101.78万 | 0.28% | 6,981 | 6,981 | — | $101.78万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $102.63万 | 0.28% | 50,252 | 23,110 | 85.1% | $47.20万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $121.72万 | 0.33% | 15,785 | -500 | -3.1% | -$3.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $123.66万 | 0.34% | 2,142 | 328 | 18.1% | $18.94万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $125.58万 | 0.34% | 11,295 | 5,748 | 103.6% | $63.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $129.18万 | 0.35% | 7,407 | 401 | 5.7% | $6.99万 | 加仓 |
| IJH | ISHARES TR | $144.03万 | 0.39% | 21,329 | -551 | -2.5% | -$3.72万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $180.04万 | 0.49% | 5,957 | 255 | 4.5% | $7.71万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $181.32万 | 0.50% | 92,844 | -3,552 | -3.7% | -$6.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $191.76万 | 0.53% | 7,041 | 407 | 6.1% | $11.08万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $194.94万 | 0.53% | 67,805 | 298 | 0.4% | $8,567 | 加仓 |
| ILCG | ISHARES TR | $208.48万 | 0.57% | 21,835 | 2 | 0.0% | $191 | 加仓 |
| VTV | VANGUARD INDEX FDS | $209.34万 | 0.57% | 10,670 | 1,927 | 22.0% | $37.81万 | 加仓 |
| IVW | ISHARES TR | $228.57万 | 0.63% | 20,208 | 1 | 0.0% | $113 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $237.21万 | 0.65% | 52,573 | 703 | 1.4% | $3.17万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $255.38万 | 0.70% | 75,421 | 200 | 0.3% | $6,772 | 加仓 |
| VV | VANGUARD INDEX FDS | $259.34万 | 0.71% | 8,678 | -319 | -3.5% | -$9.53万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $270.33万 | 0.74% | 30,477 | -2,022 | -6.2% | -$17.94万 | 减仓 |
| AAPL | APPLE INC | $281.41万 | 0.77% | 11,088 | 166 | 1.5% | $4.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $283.45万 | 0.78% | 5,915 | -155 | -2.6% | -$7.43万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $294.95万 | 0.81% | 38,682 | 6,872 | 21.6% | $52.40万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $368.71万 | 1.01% | 187,879 | 5,255 | 2.9% | $10.31万 | 加仓 |
| BOND | PIMCO ETF TR | $371.66万 | 1.02% | 40,275 | 2,698 | 7.2% | $24.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $409.60万 | 1.12% | 12,768 | 181 | 1.4% | $5.81万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $430.51万 | 1.18% | 23,362 | 397 | 1.7% | $7.32万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $431.39万 | 1.18% | 110,726 | 2,532 | 2.3% | $9.86万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $433.63万 | 1.19% | 109,144 | 19,061 | 21.2% | $75.73万 | 加仓 |
| MCD | MCDONALDS CORP | $458.82万 | 1.26% | 14,763 | 5 | 0.0% | $1,554 | 加仓 |
| PYLD | PIMCO ETF TR | $498.74万 | 1.37% | 190,358 | 25,308 | 15.3% | $66.31万 | 加仓 |
| PTRB | PGIM ETF TR | $529.67万 | 1.45% | 127,597 | 24,372 | 23.6% | $101.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $554.15万 | 1.52% | 19,296 | 1,325 | 7.4% | $38.05万 | 加仓 |