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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $562.95万 | 1.54% | 13,083 | -1,983 | -13.2% | -$85.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $585.56万 | 1.61% | 27,228 | -241 | -0.9% | -$5.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $610.28万 | 1.67% | 258,048 | -1,294 | -0.5% | -$3.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $617.40万 | 1.69% | 23,572 | 1,135 | 5.1% | $29.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $712.99万 | 1.95% | 32,819 | 245 | 0.8% | $5.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $802.91万 | 2.20% | 112,879 | -369 | -0.3% | -$2.62万 | 减仓 |
| AGG | ISHARES TR | $857.27万 | 2.35% | 86,357 | 7,508 | 9.5% | $74.53万 | 加仓 |
| DVY | ISHARES TR | $890.01万 | 2.44% | 58,781 | -4,878 | -7.7% | -$73.86万 | 减仓 |
| MINT | PIMCO ETF TR | $904.65万 | 2.48% | 89,953 | 89,953 | — | $904.65万 | 新建仓 |
| EEM | ISHARES TR | $920.85万 | 2.52% | 162,150 | 24,406 | 17.7% | $138.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $931.99万 | 2.55% | 14,329 | 225 | 1.6% | $14.63万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,304.99万 | 3.58% | 173,767 | 13,615 | 8.5% | $102.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,393.29万 | 3.82% | 94,078 | 5,639 | 6.4% | $83.51万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,503.78万 | 4.12% | 159,569 | 4,921 | 3.2% | $46.38万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,005.34万 | 5.50% | 580,417 | -95,357 | -14.1% | -$329.46万 | 减仓 |
| DTD | WISDOMTREE TR | $2,116.82万 | 5.80% | 245,116 | -9,530 | -3.7% | -$82.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,146.92万 | 5.88% | 552,476 | 9,945 | 1.8% | $38.65万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3,176.31万 | 8.71% | 668,275 | -2,109 | -0.3% | -$10.02万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,257.74万 | 8.93% | 916,900 | 53,118 | 6.1% | $188.73万 | 加仓 |