PINNEY & SCOFIELD, INC.
CAMBRIDGE MA · SEC CIK 0002056763
$2.05亿2026Q2 申报市值
232持仓数
71.6%前十大占比 · 第一大 12.4%
2 / 13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
DFIP 加仓+$209.04万
XOM 新建仓+$47.10万
DFLV 加仓+$25.74万
DIHP 加仓+$23.38万
DIMENSIONAL ETF 加仓+$21.60万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$58.62万
VWO 减仓-$45.52万
DFUV 减仓-$31.28万
VPL 减仓-$19.37万
DIMENSIONAL ETF 减仓-$15.06万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Life & Banc Split Corp | $2.67万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.76万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.83万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.84万 | 0.01% | 734 | -13 | -1.7% | -$503 | 减仓 |
| PTC | PTC INC | $2.91万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $2.93万 | 0.01% | 770 | 2 | 0.3% | $76 | 加仓 |
| TMUS | T-MOBILE US INC | $2.94万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2.94万 | 0.01% | 558 | 3 | 0.5% | $158 | 加仓 |
| ICFI | ICF INTL INC | $3.01万 | 0.01% | 413 | -439 | -51.5% | -$3.20万 | 减仓 |
| MRK | MERCK & CO INC | $3.02万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $3.03万 | 0.01% | 321 | 1 | 0.3% | $95 | 加仓 |
| EQIX | EQUINIX INC | $3.13万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $3.13万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3.17万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $3.38万 | 0.02% | 749 | 8 | 1.1% | $361 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3.39万 | 0.02% | 279 | -52 | -15.7% | -$6,314 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.39万 | 0.02% | 405 | -65 | -13.8% | -$5,444 | 减仓 |
| MCD | MCDONALDS CORP | $3.57万 | 0.02% | 132 | -107 | -44.8% | -$2.89万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.82万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.84万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.00万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $4.05万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $4.07万 | 0.02% | 379 | -13 | -3.3% | -$1,398 | 减仓 |
| IWB | ISHARES TR | $4.09万 | 0.02% | 100 | -125 | -55.6% | -$5.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $4.33万 | 0.02% | 265 | 0 | 0.0% | — | 不变 |
| BBT | BERKSHIRE HILLS BANCORP INC | $4.41万 | 0.02% | 1,447 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $4.43万 | 0.02% | 1,426 | 5 | 0.4% | $156 | 加仓 |
| MO | ALTRIA GROUP INC | $4.54万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.62万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.69万 | 0.02% | 1,761 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4.75万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.76万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $4.81万 | 0.02% | 597 | -187 | -23.9% | -$1.51万 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $5.41万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5.46万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5.48万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $5.51万 | 0.03% | 1,301 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $5.51万 | 0.03% | 493 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $5.94万 | 0.03% | 1,140 | -324 | -22.1% | -$1.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $5.97万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $6.05万 | 0.03% | 553 | -325 | -37.0% | -$3.56万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $6.06万 | 0.03% | 1,299 | 2 | 0.2% | $93 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.47万 | 0.03% | 175 | -12 | -6.4% | -$4,435 | 减仓 |
| TFC | TRUIST FINL CORP | $6.53万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $6.57万 | 0.03% | 180 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $6.99万 | 0.03% | 1,936 | 3 | 0.2% | $108 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.16万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.24万 | 0.04% | 200 | 100 | 100.0% | $3.62万 | 加仓 |
| KHC | KRAFT HEINZ CO | $7.33万 | 0.04% | 3,103 | 796 | 34.5% | $1.88万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $7.37万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $7.45万 | 0.04% | 509 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7.47万 | 0.04% | 467 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.94万 | 0.04% | 367 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $8.66万 | 0.04% | 1,771 | -410 | -18.8% | -$2.00万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $8.74万 | 0.04% | 117 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $8.75万 | 0.04% | 2,368 | -642 | -21.3% | -$2.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $8.86万 | 0.04% | 3,197 | 19 | 0.6% | $526 | 加仓 |
| SPYV | SPDR SER TR | $9.20万 | 0.04% | 1,514 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $9.24万 | 0.05% | 1,044 | 1 | 0.1% | $89 | 加仓 |
| INTC | INTEL CORP | $9.30万 | 0.05% | 666 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $9.42万 | 0.05% | 134 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $9.57万 | 0.05% | 241 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $9.58万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $10.08万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $10.66万 | 0.05% | 1,287 | 78 | 6.5% | $6,459 | 加仓 |
| CME | CME GROUP INC | $11.00万 | 0.05% | 498 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $11.03万 | 0.05% | 370 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $11.15万 | 0.05% | 1,158 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $11.33万 | 0.06% | 360 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $11.80万 | 0.06% | 1,192 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $12.03万 | 0.06% | 478 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $12.63万 | 0.06% | 2,625 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $12.72万 | 0.06% | 3,760 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $12.78万 | 0.06% | 186 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $12.81万 | 0.06% | 5,321 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $13.06万 | 0.06% | 1,652 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $13.63万 | 0.07% | 1,882 | -888 | -32.1% | -$6.43万 | 减仓 |
| CSX | CSX CORP | $13.90万 | 0.07% | 2,925 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $13.97万 | 0.07% | 1,350 | -157 | -10.4% | -$1.62万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $14.75万 | 0.07% | 355 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $15.22万 | 0.07% | 262 | -5 | -1.9% | -$2,905 | 减仓 |
| T | AT&T INC | $15.87万 | 0.08% | 7,666 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $16.44万 | 0.08% | 381 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $17.92万 | 0.09% | 810 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $18.33万 | 0.09% | 841 | -119 | -12.4% | -$2.59万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $18.81万 | 0.09% | 2,414 | 7 | 0.3% | $545 | 加仓 |
| UNP | UNION PAC CORP | $19.53万 | 0.10% | 718 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $19.66万 | 0.10% | 2,390 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.21万 | 0.10% | 589 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $22.21万 | 0.11% | 5,383 | -249 | -4.4% | -$1.03万 | 减仓 |
| META | META PLATFORMS INC | $22.81万 | 0.11% | 405 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.27万 | 0.11% | 827 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.04万 | 0.12% | 2,047 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.58万 | 0.12% | 2,800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.61万 | 0.12% | 585 | -55 | -8.6% | -$2.31万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $24.75万 | 0.12% | 5,184 | 891 | 20.8% | $4.25万 | 加仓 |
| UMBF | UMB FINL CORP | $26.29万 | 0.13% | 1,841 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.90万 | 0.14% | 246 | 31 | 14.4% | $3.64万 | 加仓 |
| EMB | ISHARES TR | $28.93万 | 0.14% | 3,000 | -186 | -5.8% | -$1.79万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $29.30万 | 0.14% | 1,998 | 0 | 0.0% | — | 不变 |