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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $23.66万 | 0.06% | 414 | 4 | 1.0% | $2,286 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $23.42万 | 0.06% | 1,188 | 1,188 | — | $23.42万 | 新建仓 |
| PEP | PEPSICO INC | $23.16万 | 0.06% | 1,491 | -90 | -5.7% | -$1.40万 | 减仓 |
| MS | MORGAN STANLEY | $23.12万 | 0.06% | 1,405 | -149 | -9.6% | -$2.45万 | 减仓 |
| LLY | ELI LILLY & CO | $23.01万 | 0.06% | 250 | 9 | 3.7% | $8,285 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.76万 | 0.06% | 815 | 8 | 1.0% | $2,234 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $22.14万 | 0.06% | 2,853 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $22.13万 | 0.06% | 6,112 | 316 | 5.5% | $1.14万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $21.37万 | 0.06% | 1,457 | 142 | 10.8% | $2.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $21.18万 | 0.06% | 867 | 867 | — | $21.18万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.17万 | 0.06% | 700 | -4 | -0.6% | -$1,210 | 减仓 |
| 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 |