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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $29.20万 | 0.07% | 215 | -14 | -6.1% | -$1.90万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $29.14万 | 0.07% | 6,413 | 301 | 4.9% | $1.37万 | 加仓 |
| ITOT | ISHARES TR | $28.85万 | 0.07% | 1,756 | 1 | 0.1% | $164 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.11万 | 0.07% | 4,021 | 4,021 | — | $28.11万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $27.38万 | 0.07% | 5,415 | 5,415 | — | $27.38万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.20万 | 0.07% | 1,641 | -27 | -1.6% | -$4,476 | 减仓 |
| META | META PLATFORMS INC | $26.12万 | 0.06% | 464 | 50 | 12.1% | $2.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.57万 | 0.06% | 2,192 | -34 | -1.5% | -$3,967 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.08万 | 0.06% | 712 | 12 | 1.7% | $4,059 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $23.63万 | 0.06% | 931 | 64 | 7.4% | $1.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.25万 | 0.06% | 827 | 151 | 22.3% | $4.24万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $22.78万 | 0.06% | 7,740 | 7,740 | — | $22.78万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $22.73万 | 0.06% | 1,433 | -24 | -1.6% | -$3,807 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $22.13万 | 0.05% | 2,853 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $21.36万 | 0.05% | 860 | 45 | 5.5% | $1.12万 | 加仓 |
| EFA | ISHARES TR | $20.69万 | 0.05% | 1,992 | 1,992 | — | $20.69万 | 新建仓 |
| IYG | ISHARES TR | $20.08万 | 0.05% | 2,220 | 0 | 0.0% | — | 重新持有 |
| 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 |