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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,604 | -100.0% | -$32.81万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$23.16万 | 清仓 |
| IYG | ISHARES TR | $20.08万 | 0.05% | 2,220 | 0 | 0.0% | — | 重新持有 |
| EFA | ISHARES TR | $20.69万 | 0.05% | 1,992 | 1,992 | — | $20.69万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.36万 | 0.05% | 860 | 45 | 5.5% | $1.12万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $22.13万 | 0.05% | 2,853 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $22.73万 | 0.06% | 1,433 | -24 | -1.6% | -$3,807 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.78万 | 0.06% | 7,740 | 7,740 | — | $22.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.25万 | 0.06% | 827 | 151 | 22.3% | $4.24万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $23.63万 | 0.06% | 931 | 64 | 7.4% | $1.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.08万 | 0.06% | 712 | 12 | 1.7% | $4,059 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.57万 | 0.06% | 2,192 | -34 | -1.5% | -$3,967 | 减仓 |
| META | META PLATFORMS INC | $26.12万 | 0.06% | 464 | 50 | 12.1% | $2.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.20万 | 0.07% | 1,641 | -27 | -1.6% | -$4,476 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $27.38万 | 0.07% | 5,415 | 5,415 | — | $27.38万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $28.11万 | 0.07% | 4,021 | 4,021 | — | $28.11万 | 新建仓 |
| ITOT | ISHARES TR | $28.85万 | 0.07% | 1,756 | 1 | 0.1% | $164 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $29.14万 | 0.07% | 6,413 | 301 | 4.9% | $1.37万 | 加仓 |
| GWW | WW GRAINGER INC | $29.20万 | 0.07% | 215 | -14 | -6.1% | -$1.90万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $29.35万 | 0.07% | 6,715 | 1,240 | 22.6% | $5.42万 | 加仓 |
| MS | MORGAN STANLEY | $29.62万 | 0.07% | 1,417 | 12 | 0.9% | $2,508 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $30.11万 | 0.07% | 6,230 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.35万 | 0.07% | 1,402 | 12 | 0.9% | $2,598 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $30.50万 | 0.07% | 5,689 | -1,489 | -20.7% | -$7.98万 | 减仓 |
| LLY | ELI LILLY & CO | $30.63万 | 0.07% | 255 | 5 | 2.0% | $6,005 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.72万 | 0.07% | 3,566 | 3,566 | — | $30.72万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $30.99万 | 0.08% | 5,836 | -556 | -8.7% | -$2.95万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $32.34万 | 0.08% | 1,296 | 108 | 9.1% | $2.69万 | 加仓 |
| IEFA | ISHARES TR | $32.35万 | 0.08% | 3,350 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.53万 | 0.08% | 949 | 1 | 0.1% | $353 | 加仓 |
| DES | WISDOMTREE TR | $33.62万 | 0.08% | 8,263 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $35.94万 | 0.09% | 2,451 | -8 | -0.3% | -$1,173 | 减仓 |
| TSLA | TESLA INC | $36.13万 | 0.09% | 859 | -23 | -2.6% | -$9,674 | 减仓 |
| VSGX | VANGUARD WORLD FD | $36.43万 | 0.09% | 4,424 | 1 | 0.0% | $82 | 加仓 |
| ABBV | ABBVIE INC | $36.67万 | 0.09% | 1,457 | -275 | -15.9% | -$6.92万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.77万 | 0.09% | 10,275 | 143 | 1.4% | $5,256 | 加仓 |
| AVGO | BROADCOM INC | $38.08万 | 0.09% | 1,008 | 46 | 4.8% | $1.74万 | 加仓 |
| TIP | ISHARES TR | $38.31万 | 0.09% | 3,501 | 38 | 1.1% | $4,158 | 加仓 |
| IJS | ISHARES TR | $39.30万 | 0.10% | 2,875 | 405 | 16.4% | $5.54万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $39.30万 | 0.10% | 21,160 | 411 | 2.0% | $7,634 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $42.29万 | 0.10% | 5,735 | -2,952 | -34.0% | -$21.77万 | 重新持有 |
| IVV | ISHARES TR | $42.95万 | 0.10% | 573 | -77 | -11.8% | -$5.77万 | 减仓 |
| EMB | ISHARES TR | $43.08万 | 0.11% | 4,467 | 559 | 14.3% | $5.39万 | 加仓 |
| DWM | WISDOMTREE TR | $43.79万 | 0.11% | 5,981 | 8 | 0.1% | $586 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $43.97万 | 0.11% | 10,736 | 530 | 5.2% | $2.17万 | 加仓 |
| VDC | VANGUARD WORLD FD | $47.02万 | 0.11% | 2,088 | 62 | 3.1% | $1.40万 | 加仓 |
| ALL | ALLSTATE CORP | $47.14万 | 0.12% | 1,981 | 29 | 1.5% | $6,900 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.21万 | 0.12% | 7,909 | 5 | 0.1% | $298 | 加仓 |
| GOOGL | ALPHABET INC | $47.24万 | 0.12% | 1,322 | 248 | 23.1% | $8.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.28万 | 0.12% | 1,475 | 6 | 0.4% | $1,964 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.80万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $58.70万 | 0.14% | 4,439 | 22 | 0.5% | $2,909 | 加仓 |
| — | EXXON MOBIL CORP | $59.28万 | 0.14% | 4,336 | 62 | 1.5% | $8,476 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $60.70万 | 0.15% | 7,345 | -58 | -0.8% | -$4,793 | 减仓 |
| AGGY | WISDOMTREE TR | $62.25万 | 0.15% | 14,317 | 267 | 1.9% | $1.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $65.65万 | 0.16% | 1,760 | 174 | 11.0% | $6.49万 | 加仓 |
| IJR | ISHARES TR | $65.73万 | 0.16% | 4,432 | 87 | 2.0% | $1.29万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $69.49万 | 0.17% | 13,276 | 2,644 | 24.9% | $13.84万 | 加仓 |
| IJK | ISHARES TR | $70.53万 | 0.17% | 6,003 | 1 | 0.0% | $117 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $72.48万 | 0.18% | 7,762 | 1,343 | 20.9% | $12.54万 | 加仓 |
| IVE | ISHARES TR | $74.07万 | 0.18% | 3,262 | 1 | 0.0% | $227 | 加仓 |
| JNK | SPDR SERIES TRUST | $75.73万 | 0.18% | 7,859 | -1,173 | -13.0% | -$11.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.73万 | 0.19% | 3,606 | 294 | 8.9% | $6.26万 | 加仓 |
| DGRO | ISHARES TR | $77.15万 | 0.19% | 10,179 | 373 | 3.8% | $2.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $84.75万 | 0.21% | 1,255 | 619 | 97.3% | $41.80万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $87.82万 | 0.21% | 45,528 | 3,584 | 8.5% | $6.91万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $88.14万 | 0.22% | 41,189 | 2,859 | 7.5% | $6.12万 | 加仓 |
| AMZN | AMAZON COM INC | $110.66万 | 0.27% | 4,643 | 39 | 0.8% | $9,295 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $115.07万 | 0.28% | 7,458 | 477 | 6.8% | $7.36万 | 加仓 |
| CAT | CATERPILLAR INC | $127.24万 | 0.31% | 1,195 | -22 | -1.8% | -$2.34万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $128.32万 | 0.31% | 63,010 | 12,758 | 25.4% | $25.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $134.95万 | 0.33% | 15,785 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $149.03万 | 0.36% | 7,448 | 41 | 0.6% | $8,204 | 加仓 |
| IJH | ISHARES TR | $163.00万 | 0.40% | 21,138 | -191 | -0.9% | -$1.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $165.94万 | 0.40% | 2,253 | 111 | 5.2% | $8.18万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $172.12万 | 0.42% | 13,438 | 2,143 | 19.0% | $27.45万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $181.68万 | 0.44% | 93,049 | 205 | 0.2% | $4,003 | 加仓 |
| VBK | VANGUARD INDEX FDS | $225.02万 | 0.55% | 6,153 | 196 | 3.3% | $7.17万 | 加仓 |
| VHT | VANGUARD WORLD FD | $237.86万 | 0.58% | 7,955 | 914 | 13.0% | $27.33万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $253.43万 | 0.62% | 87,828 | 20,023 | 29.5% | $57.78万 | 加仓 |
| ILCG | ISHARES TR | $255.53万 | 0.62% | 21,837 | 2 | 0.0% | $234 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $268.15万 | 0.65% | 51,876 | -697 | -1.3% | -$3.60万 | 减仓 |
| IVW | ISHARES TR | $277.94万 | 0.68% | 20,210 | 2 | 0.0% | $275 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $293.18万 | 0.72% | 5,859 | -56 | -0.9% | -$2.80万 | 减仓 |
| VV | VANGUARD INDEX FDS | $297.00万 | 0.72% | 8,636 | -42 | -0.5% | -$1.44万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $297.18万 | 0.73% | 30,818 | 341 | 1.1% | $3.29万 | 加仓 |
| AAPL | APPLE INC | $297.87万 | 0.73% | 10,294 | -794 | -7.2% | -$22.98万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $297.98万 | 0.73% | 74,105 | -1,316 | -1.7% | -$5.29万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $310.68万 | 0.76% | 40,697 | 2,015 | 5.2% | $15.38万 | 加仓 |
| BOND | PIMCO ETF TR | $384.04万 | 0.94% | 41,648 | 1,373 | 3.4% | $12.66万 | 加仓 |
| MCD | MCDONALDS CORP | $395.21万 | 0.96% | 14,621 | -142 | -1.0% | -$3.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $403.98万 | 0.99% | 18,537 | 7,867 | 73.7% | $171.45万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $440.90万 | 1.08% | 224,776 | 36,897 | 19.6% | $72.37万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $441.23万 | 1.08% | 111,788 | 2,644 | 2.4% | $10.44万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $463.81万 | 1.13% | 112,439 | 1,713 | 1.5% | $7.07万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $473.51万 | 1.16% | 23,963 | 601 | 2.6% | $11.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $476.25万 | 1.16% | 12,870 | 102 | 0.8% | $3.77万 | 加仓 |
| GLD | SPDR GOLD TR | $484.42万 | 1.18% | 13,150 | 67 | 0.5% | $2.47万 | 加仓 |
| PYLD | PIMCO ETF TR | $529.96万 | 1.29% | 199,833 | 9,475 | 5.0% | $25.13万 | 加仓 |
| PTRB | PGIM ETF TR | $575.72万 | 1.41% | 138,859 | 11,262 | 8.8% | $46.69万 | 加仓 |