Pinnacle Financial Group, LLC / IL
WESTERN SPRINGS IL · SEC CIK 0001905962
$4.10亿2026Q2 申报市值
117持仓数
51.8%前十大占比 · 第一大 8.8%
5 / 2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
VTV 加仓+$171.45万
DIMENSIONAL ETF 加仓+$101.29万
MINT 加仓+$94.99万
VYM 加仓+$85.40万
EEM 加仓+$77.11万
2026Q2 卖出最多 按季末市值估算
DVY 减仓-$191.91万
DTD 减仓-$40.98万
VGSH 清仓-$32.81万
PEP 清仓-$23.16万
AAPL 减仓-$22.98万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $642.88万 | 1.57% | 79,792 | 2,608 | 3.4% | $21.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $663.02万 | 1.62% | 28,020 | 792 | 2.9% | $18.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $673.97万 | 1.64% | 257,634 | -414 | -0.2% | -$1.08万 | 减仓 |
| DVY | ISHARES TR | $726.85万 | 1.77% | 46,503 | -12,278 | -20.9% | -$191.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $744.99万 | 1.82% | 24,578 | 1,006 | 4.3% | $30.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $831.32万 | 2.03% | 34,212 | 1,393 | 4.2% | $33.85万 | 加仓 |
| AGG | ISHARES TR | $889.16万 | 2.17% | 89,833 | 3,476 | 4.0% | $34.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $942.54万 | 2.30% | 114,469 | 1,590 | 1.4% | $13.09万 | 加仓 |
| MINT | PIMCO ETF TR | $1,001.81万 | 2.45% | 99,376 | 9,423 | 10.5% | $94.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,093.96万 | 2.67% | 14,648 | 319 | 2.2% | $23.82万 | 加仓 |
| EEM | ISHARES TR | $1,186.38万 | 2.90% | 173,422 | 11,272 | 7.0% | $77.11万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,502.80万 | 3.67% | 179,439 | 5,672 | 3.3% | $47.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,572.12万 | 3.84% | 99,482 | 5,404 | 5.7% | $85.40万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,622.82万 | 3.96% | 165,256 | 5,687 | 3.6% | $55.85万 | 加仓 |
| DTD | WISDOMTREE TR | $2,244.65万 | 5.48% | 240,721 | -4,395 | -1.8% | -$40.98万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,404.27万 | 5.87% | 591,602 | 11,185 | 1.9% | $45.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,552.07万 | 6.23% | 575,309 | 22,833 | 4.1% | $101.29万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,464.61万 | 8.46% | 929,846 | 12,946 | 1.4% | $48.24万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3,593.40万 | 8.77% | 665,074 | -3,201 | -0.5% | -$17.30万 | 减仓 |