Pinnacle Wealth Management, LLC
ROSEVILLE CA · SEC CIK 0001911464
$1.48亿2026Q1 申报市值
25持仓数
82.1%前十大占比 · 第一大 12.4%
3 / 15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
IDEQ 新建仓+$1,437.96万
ALLW 新建仓+$1,336.02万
CGDV 新建仓+$1,279.62万
GRNJ 加仓+$779.40万
FNDE 加仓+$653.36万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$849.75万
AXP 清仓-$294.70万
HOOD 清仓-$252.38万
RKLB 减仓-$252.28万
CVNA 清仓-$235.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -7,966 | -100.0% | -$294.70万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -22,315 | -100.0% | -$252.38万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -5,574 | -100.0% | -$235.23万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -2,518 | -100.0% | -$221.34万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -71,127 | -100.0% | -$186.21万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -3,970 | -100.0% | -$184.83万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -18,985 | -100.0% | -$178.00万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -21,657 | -100.0% | -$164.40万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -9,066 | -100.0% | -$146.26万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -2,361 | -100.0% | -$137.11万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -39,641 | -100.0% | -$128.71万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -40,010 | -100.0% | -$108.63万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -6,982 | -100.0% | -$106.09万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -13,526 | -100.0% | -$86.99万 | 清仓 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -4,820 | -100.0% | -$63.05万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $25.44万 | 0.17% | 1,914 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $85.72万 | 0.58% | 15,123 | -149,920 | -90.8% | -$849.75万 | 减仓 |
| RKLB | ROCKET LAB CORP | $142.33万 | 0.96% | 22,163 | -39,284 | -63.9% | -$252.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $145.00万 | 0.98% | 3,917 | -853 | -17.9% | -$31.58万 | 减仓 |
| APP | APPLOVIN CORP | $166.76万 | 1.12% | 4,190 | -1,900 | -31.2% | -$75.62万 | 减仓 |
| TSLA | TESLA INC | $171.53万 | 1.16% | 4,614 | -2,145 | -31.7% | -$79.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $172.89万 | 1.16% | 5,877 | -2,749 | -31.9% | -$80.87万 | 减仓 |
| AMZN | AMAZON COM INC | $177.50万 | 1.20% | 8,523 | -3,986 | -31.9% | -$83.01万 | 减仓 |
| META | META PLATFORMS INC | $184.06万 | 1.24% | 3,217 | -1,033 | -24.3% | -$59.10万 | 减仓 |
| CAT | CATERPILLAR INC | $187.82万 | 1.27% | 2,651 | -724 | -21.5% | -$51.29万 | 减仓 |
| AAPL | APPLE INC | $189.00万 | 1.27% | 7,447 | -2,611 | -26.0% | -$66.27万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $213.90万 | 1.44% | 17,421 | -10,936 | -38.6% | -$134.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $247.32万 | 1.67% | 16,907 | -7,286 | -30.1% | -$106.58万 | 减仓 |
| GOOG | ALPHABET INC | $247.63万 | 1.67% | 8,633 | -2,682 | -23.7% | -$76.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $302.99万 | 2.04% | 17,373 | -5,055 | -22.5% | -$88.16万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $306.09万 | 2.06% | 31,262 | -20 | -0.1% | -$1,958 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $681.32万 | 4.59% | 178,075 | 170,768 | 2,337.0% | $653.36万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $890.27万 | 6.00% | 381,762 | 21,551 | 6.0% | $50.26万 | 加仓 |
| GRNJ | TIDAL TRUST III | $1,065.76万 | 7.18% | 426,134 | 311,634 | 272.2% | $779.40万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,279.62万 | 8.62% | 300,803 | 300,803 | — | $1,279.62万 | 新建仓 |
| ALLW | SSGA ACTIVE TR | $1,336.02万 | 9.00% | 463,091 | 463,091 | — | $1,336.02万 | 新建仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,437.96万 | 9.69% | 452,901 | 452,901 | — | $1,437.96万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,534.26万 | 10.33% | 285,338 | 15,812 | 5.9% | $85.02万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,819.71万 | 12.26% | 694,545 | 38,452 | 5.9% | $100.74万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,835.41万 | 12.36% | 768,919 | -43,812 | -5.4% | -$104.58万 | 减仓 |