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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $2.72万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.73万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $2.74万 | 0.01% | 593 | 593 | — | $2.74万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $2.79万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2.83万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $2.85万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $2.87万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.88万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.94万 | 0.02% | 666 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $2.94万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $3.14万 | 0.02% | 741 | -372 | -33.4% | -$1.58万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3.32万 | 0.02% | 331 | 331 | — | $3.32万 | 新建仓 |
| AMGN | AMGEN INC | $3.52万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.53万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.63万 | 0.02% | 500 | 500 | — | $3.63万 | 新建仓 |
| PTC | PTC INC | $3.65万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.66万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3.68万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $3.86万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.95万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3.96万 | 0.02% | 1,421 | 5 | 0.4% | $139 | 加仓 |
| JNK | SPDR SERIES TRUST | $4.02万 | 0.02% | 420 | 420 | — | $4.02万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.15万 | 0.02% | 648 | 158 | 32.2% | $1.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $4.16万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.22万 | 0.02% | 75 | -40 | -34.8% | -$2.25万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $4.23万 | 0.02% | 200 | 200 | — | $4.23万 | 新建仓 |
| BBT | BERKSHIRE HILLS BANCORP INC | $4.34万 | 0.02% | 1,447 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4.49万 | 0.02% | 493 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $4.57万 | 0.02% | 265 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4.58万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.84万 | 0.03% | 1,761 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $5.07万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $5.07万 | 0.03% | 180 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5.09万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5.19万 | 0.03% | 2,307 | 456 | 24.6% | $1.03万 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $5.20万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $5.33万 | 0.03% | 1,297 | -293 | -18.4% | -$1.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.43万 | 0.03% | 267 | -50 | -15.8% | -$1.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $5.46万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $5.56万 | 0.03% | 852 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $5.62万 | 0.03% | 1,933 | 1 | 0.1% | $29 | 加仓 |
| VO | VANGUARD INDEX FDS | $5.63万 | 0.03% | 196 | 196 | — | $5.63万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $5.99万 | 0.03% | 187 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $6.02万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.14万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6.25万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.25万 | 0.03% | 381 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.52万 | 0.04% | 509 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $6.53万 | 0.04% | 1,301 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7.18万 | 0.04% | 370 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7.26万 | 0.04% | 467 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.30万 | 0.04% | 367 | -31 | -7.8% | -$6,170 | 减仓 |
| MCD | MCDONALDS CORP | $7.43万 | 0.04% | 239 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $7.57万 | 0.04% | 1,464 | 165 | 12.7% | $8,536 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $7.61万 | 0.04% | 117 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $7.67万 | 0.04% | 241 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7.87万 | 0.04% | 3,178 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $8.02万 | 0.04% | 225 | -135 | -37.5% | -$4.81万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $8.26万 | 0.04% | 134 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SER TR | $8.57万 | 0.05% | 1,514 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $8.60万 | 0.05% | 1,043 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $8.92万 | 0.05% | 1,209 | 258 | 27.1% | $1.90万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $9.14万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $9.24万 | 0.05% | 2,181 | 1 | 0.0% | $42 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.61万 | 0.05% | 355 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9.69万 | 0.05% | 878 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $10.40万 | 0.06% | 478 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $10.82万 | 0.06% | 1,507 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $10.95万 | 0.06% | 3,760 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $11.09万 | 0.06% | 186 | 1 | 0.5% | $596 | 加仓 |
| DIS | DISNEY WALT CO | $11.16万 | 0.06% | 1,158 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $11.83万 | 0.06% | 360 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $11.83万 | 0.06% | 1,192 | 1,192 | — | $11.83万 | 新建仓 |
| CSX | CSX CORP | $12.01万 | 0.06% | 2,925 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $12.27万 | 0.07% | 2,625 | -605 | -18.7% | -$2.83万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $13.10万 | 0.07% | 1,652 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $13.57万 | 0.07% | 2,770 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $14.15万 | 0.08% | 3,010 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $14.71万 | 0.08% | 498 | 498 | — | $14.71万 | 新建仓 |
| PFE | PFIZER INC | $14.94万 | 0.08% | 5,321 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $15.36万 | 0.08% | 810 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.88万 | 0.09% | 2,047 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $17.42万 | 0.09% | 718 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $17.80万 | 0.10% | 589 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $18.74万 | 0.10% | 2,390 | -1,081 | -31.1% | -$8.48万 | 减仓 |
| GEV | GE VERNOVA INC | $18.77万 | 0.10% | 215 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $18.84万 | 0.10% | 960 | -155 | -13.9% | -$3.04万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $18.87万 | 0.10% | 2,407 | 52 | 2.2% | $4,077 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.91万 | 0.10% | 2,568 | 433 | 20.3% | $3.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.04万 | 0.11% | 827 | 1 | 0.1% | $242 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.55万 | 0.11% | 4,293 | 427 | 11.0% | $2.04万 | 加仓 |
| UMBF | UMB FINL CORP | $20.77万 | 0.11% | 1,841 | 495 | 36.8% | $5.58万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.94万 | 0.12% | 5,632 | 1,123 | 24.9% | $4.37万 | 加仓 |
| T | AT&T INC | $22.22万 | 0.12% | 7,666 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE | $23.01万 | 0.12% | 1,700 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.17万 | 0.12% | 405 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.79万 | 0.13% | 640 | -175 | -21.5% | -$6.51万 | 减仓 |
| GE | GE AEROSPACE | $24.79万 | 0.13% | 873 | 0 | 0.0% | — | 不变 |