Pinnacle Wealth Management, LLC
ROSEVILLE CA · SEC CIK 0001911464
$1.61亿2026Q2 申报市值
31持仓数
76.9%前十大占比 · 第一大 12.3%
6 / 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
IGV 新建仓+$269.78万
AMD 新建仓+$236.49万
CRS 新建仓+$221.63万
AVGO 新建仓+$139.05万
AXON 重新持有+$29.88万
2026Q2 卖出最多 按季末市值估算
GRNJ 减仓-$295.68万
CGDV 减仓-$194.99万
GEV 重新持有-$175.05万
JPM 清仓-$172.89万
APP 清仓-$166.76万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | $1,977.97万 | 12.25% | 715,360 | -53,559 | -7.0% | -$148.09万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,843.72万 | 11.42% | 695,219 | 674 | 0.1% | $1.79万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,527.17万 | 9.46% | 285,453 | 115 | 0.0% | $6,153 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,423.57万 | 8.82% | 405,922 | -46,979 | -10.4% | -$164.76万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $1,356.71万 | 8.40% | 463,515 | 424 | 0.1% | $1.24万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,287.37万 | 7.97% | 261,236 | -39,567 | -13.2% | -$194.99万 | 减仓 |
| GRNJ | TIDAL TRUST III | $1,044.08万 | 6.47% | 332,087 | -94,047 | -22.1% | -$295.68万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $883.61万 | 5.47% | 376,967 | -4,795 | -1.3% | -$11.24万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $730.24万 | 4.52% | 184,032 | 5,957 | 3.3% | $23.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $342.24万 | 2.12% | 28,762 | -2,500 | -8.0% | -$29.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $316.95万 | 1.96% | 15,840 | -1,533 | -8.8% | -$30.67万 | 减仓 |
| GOOG | ALPHABET INC | $297.99万 | 1.85% | 8,434 | -199 | -2.3% | -$7.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $279.35万 | 1.73% | 16,444 | -977 | -5.6% | -$16.60万 | 减仓 |
| CAT | CATERPILLAR INC | $272.10万 | 1.69% | 2,555 | -96 | -3.6% | -$10.22万 | 减仓 |
| IGV | ISHARES TR | $269.78万 | 1.67% | 29,777 | 29,777 | — | $269.78万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $241.90万 | 1.50% | 4,315 | 533 | 14.1% | $29.88万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $236.49万 | 1.46% | 4,071 | 4,071 | — | $236.49万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $221.63万 | 1.37% | 3,593 | 3,593 | — | $221.63万 | 新建仓 |
| AAPL | APPLE INC | $208.81万 | 1.29% | 7,216 | -231 | -3.1% | -$6.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $194.05万 | 1.20% | 16,632 | -275 | -1.6% | -$3.21万 | 减仓 |
| AMZN | AMAZON COM INC | $193.52万 | 1.20% | 8,120 | -403 | -4.7% | -$9.60万 | 减仓 |
| META | META PLATFORMS INC | $177.27万 | 1.10% | 3,147 | -70 | -2.2% | -$3.94万 | 减仓 |
| TSLA | TESLA INC | $172.03万 | 1.07% | 4,090 | -524 | -11.4% | -$22.04万 | 减仓 |
| GEV | GE VERNOVA INC | $146.97万 | 0.91% | 1,251 | -1,490 | -54.4% | -$175.05万 | 重新持有 |
| AVGO | BROADCOM INC | $139.05万 | 0.86% | 3,681 | 3,681 | — | $139.05万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $136.13万 | 0.84% | 13,392 | -8,771 | -39.6% | -$89.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.34万 | 0.75% | 3,226 | -691 | -17.6% | -$25.78万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $36.47万 | 0.23% | 1,914 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.37万 | 0.15% | 4,314 | -10,809 | -71.5% | -$61.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.76万 | 0.14% | 309 | 309 | — | $22.76万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.59万 | 0.13% | 2,326 | 2,326 | — | $20.59万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -5,877 | -100.0% | -$172.89万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,190 | -100.0% | -$166.76万 | 清仓 |