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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $29.50万 | 0.14% | 10,024 | -173 | -1.7% | -$5,091 | 减仓 |
| BMO | BANK MONTREAL QUE | $30.04万 | 0.15% | 1,700 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FUNDS | $31.53万 | 0.15% | 3,270 | 2 | 0.1% | $193 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $33.17万 | 0.16% | 4,519 | 1,951 | 76.0% | $14.32万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $34.05万 | 0.17% | 364 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.42万 | 0.18% | 1,001 | 128 | 14.7% | $4.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $37.71万 | 0.18% | 1,011 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $39.54万 | 0.19% | 1,208 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $42.63万 | 0.21% | 10,602 | 1,228 | 13.1% | $4.94万 | 加仓 |
| IJR | ISHARES TR | $43.07万 | 0.21% | 2,904 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $44.29万 | 0.22% | 8,027 | 1,824 | 29.4% | $10.07万 | 加仓 |
| XOM | EXXON MOBIL CORP | $47.10万 | 0.23% | 3,445 | 3,445 | — | $47.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.14万 | 0.25% | 1,002 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.48万 | 0.25% | 1,457 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $52.55万 | 0.26% | 6,344 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $52.64万 | 0.26% | 6,996 | 2,211 | 46.2% | $16.64万 | 加仓 |
| AMZN | AMAZON COM INC | $53.86万 | 0.26% | 2,260 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.37% | 1 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $86.98万 | 0.43% | 2,434 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $91.59万 | 0.45% | 1,223 | -38 | -3.0% | -$2.85万 | 减仓 |
| IJH | ISHARES TR | $98.55万 | 0.48% | 12,780 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $100.95万 | 0.49% | 23,602 | -1,297 | -5.2% | -$5.55万 | 减仓 |
| SUB | ISHARES TR | $116.96万 | 0.57% | 10,985 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $118.70万 | 0.58% | 10,760 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $123.88万 | 0.61% | 12,827 | -276 | -2.1% | -$2.67万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $158.18万 | 0.77% | 37,475 | 2 | 0.0% | $84 | 加仓 |
| VUG | VANGUARD INDEX FDS | $197.42万 | 0.97% | 22,919 | 2,111 | 10.1% | $18.18万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $200.49万 | 0.98% | 46,990 | -108 | -0.2% | -$4,608 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $224.33万 | 1.10% | 55,200 | 3,271 | 6.3% | $13.29万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $232.73万 | 1.14% | 20,117 | -1,674 | -7.7% | -$19.37万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $325.61万 | 1.59% | 47,237 | 1,119 | 2.4% | $7.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $370.43万 | 1.81% | 18,513 | -25 | -0.1% | -$5,002 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $403.90万 | 1.97% | 118,359 | 6,850 | 6.1% | $23.38万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $476.97万 | 2.33% | 136,162 | 3,312 | 2.5% | $11.60万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $616.68万 | 3.01% | 155,964 | 6,511 | 4.4% | $25.74万 | 加仓 |
| AAPL | APPLE INC | $651.93万 | 3.19% | 22,530 | 58 | 0.3% | $1.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $797.87万 | 3.90% | 205,689 | -2,296 | -1.1% | -$8.91万 | 减仓 |
| LLY | ELI LILLY & CO | $885.06万 | 4.33% | 7,379 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $983.45万 | 4.81% | 245,067 | 904 | 0.4% | $3.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,149.94万 | 5.62% | 439,581 | 8,258 | 1.9% | $21.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,242.12万 | 6.07% | 177,700 | -2,154 | -1.2% | -$15.06万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,715.00万 | 8.38% | 311,762 | -5,687 | -1.8% | -$31.28万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,292.06万 | 11.21% | 424,299 | -534 | -0.1% | -$2.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,395.71万 | 11.71% | 290,953 | -1,419 | -0.5% | -$11.68万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $2,539.48万 | 12.42% | 615,557 | 50,670 | 9.0% | $209.04万 | 加仓 |