PINNEY & SCOFIELD, INC.
CAMBRIDGE MA · SEC CIK 0002056763
$1.85亿2026Q1 申报市值
243持仓数
71.7%前十大占比 · 第一大 12.7%
34 / 3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
DFIP 加仓+$185.42万
DIMENSIONAL ETF 加仓+$137.01万
BRK/A 新建仓+$71.81万
VUG 加仓+$53.82万
DIMENSIONAL ETF 加仓+$42.42万
2026Q1 卖出最多 按季末市值估算
DFIV 减仓-$44.42万
DFUV 减仓-$9.93万
SCZ 减仓-$8.48万
DISV 减仓-$6.91万
TSLA 减仓-$6.51万
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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $0 | 0.00% | 0 | -874 | -100.0% | -$5.46万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -192 | -100.0% | -$4.07万 | 清仓 |
| — | TIDAL TR II | $0 | 0.00% | 0 | -1,721 | -100.0% | -$2.51万 | 清仓 |
| OGN | ORGANON & CO | $120 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $129 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $369 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP | $380 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $468 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $475 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $532 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $561 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $723 | 0.00% | 11 | 11 | — | $723 | 新建仓 |
| — | AMPLIFY ETF TR | $783 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $972 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1,000 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP | $1,099 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1,160 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1,191 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,207 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $1,262 | 0.00% | 200 | 200 | — | $1,262 | 新建仓 |
| — | AURORA CANNABIS INC | $1,308 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $1,316 | 0.00% | 100 | 100 | — | $1,316 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $1,443 | 0.00% | 100 | 100 | — | $1,443 | 新建仓 |
| EQT | EQT CORP | $1,591 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2,015 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD-UNSPONSORED ADR | $2,045 | 0.00% | 150 | 150 | — | $2,045 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,106 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $2,242 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,249 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $2,324 | 0.00% | 30 | 30 | — | $2,324 | 新建仓 |
| HD | HOME DEPOT INC | $2,631 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $2,761 | 0.00% | 58 | 58 | — | $2,761 | 新建仓 |
| NTRS | NORTHERN TR CORP | $2,791 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $2,848 | 0.00% | 3,680 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,066 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MSTR | MICROSTRATEGY INC | $3,120 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3,335 | 0.00% | 29 | 29 | — | $3,335 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $3,568 | 0.00% | 75 | 75 | — | $3,568 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $3,683 | 0.00% | 30 | 30 | — | $3,683 | 新建仓 |
| BLK | BLACKROCK INC | $3,847 | 0.00% | 4 | 4 | — | $3,847 | 新建仓 |
| — | ARITZIA INC-SUBORDINATE VOTI | $4,080 | 0.00% | 50 | 50 | — | $4,080 | 新建仓 |
| CC | CHEMOURS CO | $4,406 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $4,827 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $5,154 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $5,184 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,268 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5,451 | 0.00% | 80 | 80 | — | $5,451 | 新建仓 |
| ETN | EATON CORP PLC | $5,723 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $6,051 | 0.00% | 40 | 40 | — | $6,051 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,150 | 0.00% | 131 | 131 | — | $6,150 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $6,528 | 0.00% | 82 | -99 | -54.7% | -$7,881 | 减仓 |
| ASML | ASML HOLDING N V | $6,604 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $7,009 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,416 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $7,604 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $7,814 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8,279 | 0.00% | 73 | 73 | — | $8,279 | 新建仓 |
| IWM | ISHARES TR | $9,424 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $9,780 | 0.01% | 390 | 1 | 0.3% | $25 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $9,792 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $9,827 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $1.03万 | 0.01% | 200 | 200 | — | $1.03万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.06万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES ETF TR | $1.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.13万 | 0.01% | 53 | 1 | 1.9% | $213 | 加仓 |
| LIN | LINDE PLC | $1.14万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.21万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.24万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.36万 | 0.01% | 132 | 132 | — | $1.36万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.36万 | 0.01% | 446 | 2 | 0.5% | $61 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.37万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $1.40万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.41万 | 0.01% | 311 | 1 | 0.3% | $45 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.60万 | 0.01% | 139 | -31 | -18.2% | -$3,564 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1.62万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1.70万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.70万 | 0.01% | 55 | 55 | — | $1.70万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1.76万 | 0.01% | 1,017 | 1,017 | — | $1.76万 | 新建仓 |
| GLD | SPDR GOLD TR | $1.76万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $1.78万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $1.87万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.92万 | 0.01% | 91 | -3 | -3.2% | -$633 | 减仓 |
| SDY | SPDR SER TR | $1.97万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.03万 | 0.01% | 186 | 186 | — | $2.03万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $2.05万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.16万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.20万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $2.24万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.38万 | 0.01% | 91 | 91 | — | $2.38万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2.40万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.47万 | 0.01% | 859 | 859 | — | $2.47万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $2.47万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $2.49万 | 0.01% | 768 | 1 | 0.1% | $32 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2.51万 | 0.01% | 583 | 583 | — | $2.51万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $2.63万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| — | Life & Banc Split Corp | $2.66万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $2.66万 | 0.01% | 723 | 723 | — | $2.66万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.70万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $2.71万 | 0.01% | 320 | 1 | 0.3% | $85 | 加仓 |