13F 机构持仓

PINNEY & SCOFIELD, INC.

CAMBRIDGE MA · SEC CIK 0002056763

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFIP 12.7%
DFIV 12.1%
DIMENSIONAL ET 11.2%
DFUV 8.3%
DIMENSIONAL ET 6.1%
DIMENSIONAL ET 5.5%
DISV 5.2%
DIMENSIONAL ET 3.9%
LLY 3.7%
AAPL 3.1%

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 $00.00%0 -874-100.0% -$5.46万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -192-100.0% -$4.07万 清仓
— TIDAL TR II $00.00%0 -1,721-100.0% -$2.51万 清仓
OGN ORGANON & CO $1200.00%20 00.0% — 不变
— OCCIDENTAL PETE CORP $1290.00%3 00.0% — 不变
DNOW DNOW INC $3690.00%31 00.0% — 不变
— CANOPY GROWTH CORP $3800.00%400 00.0% — 不变
ALLO ALLOGENE THERAPEUTICS INC $4680.00%192 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $4750.00%2 00.0% — 不变
DGCB DIMENSIONAL ETF TRUST $5320.00%10 00.0% — 不变
— BEYOND MEAT INC $5610.00%800 00.0% — 不变
CE CELANESE CORP DEL $7230.00%11 11— $723 新建仓
— AMPLIFY ETF TR $7830.00%34 00.0% — 不变
ADBE ADOBE INC $9720.00%4 00.0% — 不变
VTRS VIATRIS INC $1,0000.00%74 00.0% — 不变
— ENVIRI CORP $1,0990.00%56 00.0% — 不变
XRAY DENTSPLY SIRONA INC $1,1600.00%100 00.0% — 不变
DEO DIAGEO PLC $1,1910.00%16 00.0% — 不变
KD KYNDRYL HLDGS INC $1,2070.00%92 00.0% — 不变
CRNC CERENCE INC $1,2620.00%200 200— $1,262 新建仓
— AURORA CANNABIS INC $1,3080.00%400 00.0% — 不变
AEVA AEVA TECHNOLOGIES INC $1,3160.00%100 100— $1,316 新建仓
QBTS D-WAVE QUANTUM INC $1,4430.00%100 100— $1,443 新建仓
EQT EQT CORP $1,5910.00%25 00.0% — 不变
OXY OCCIDENTAL PETE CORP $2,0150.00%31 00.0% — 不变
— BYD CO LTD-UNSPONSORED ADR $2,0450.00%150 150— $2,045 新建仓
OTIS OTIS WORLDWIDE CORP $2,1060.00%27 00.0% — 不变
DUSB DIMENSIONAL ETF TRUST $2,2420.00%44 00.0% — 不变
WAB WABTEC $2,2490.00%9 00.0% — 不变
CRWV COREWEAVE INC $2,3240.00%30 30— $2,324 新建仓
HD HOME DEPOT INC $2,6310.00%8 00.0% — 不变
ICOP ISHARES TR $2,7610.00%58 58— $2,761 新建仓
NTRS NORTHERN TR CORP $2,7910.00%20 00.0% — 不变
— QUANTUM SI INC $2,8480.00%3,680 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $3,0660.00%54 00.0% — 不变
MSTR MICROSTRATEGY INC $3,1200.00%25 00.0% — 不变
BX BLACKSTONE INC $3,3350.00%29 29— $3,335 新建仓
CRSP CRISPR THERAPEUTICS AG $3,5680.00%75 75— $3,568 新建仓
ANET ARISTA NETWORKS INC $3,6830.00%30 30— $3,683 新建仓
BLK BLACKROCK INC $3,8470.00%4 4— $3,847 新建仓
— ARITZIA INC-SUBORDINATE VOTI $4,0800.00%50 50— $4,080 新建仓
CC CHEMOURS CO $4,4060.00%200 00.0% — 不变
ICF ISHARES TR $4,8270.00%78 00.0% — 不变
PGR PROGRESSIVE CORP $5,1540.00%26 00.0% — 不变
AEG AEGON LTD $5,1840.00%714 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $5,2680.00%350 00.0% — 不变
SLV ISHARES SILVER TR $5,4510.00%80 80— $5,451 新建仓
ETN EATON CORP PLC $5,7230.00%16 00.0% — 不变
ARM ARM HOLDINGS PLC $6,0510.00%40 40— $6,051 新建仓
VMBS VANGUARD SCOTTSDALE FDS $6,1500.00%131 131— $6,150 新建仓
WFC WELLS FARGO CO NEW $6,5280.00%82 -99-54.7% -$7,881 减仓
ASML ASML HOLDING N V $6,6040.00%5 00.0% — 不变
DLS WISDOMTREE TR $7,0090.00%86 00.0% — 不变
ETR ENTERGY CORP NEW $7,4160.00%66 00.0% — 不变
VLTO VERALTO CORP $7,6040.00%86 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $7,8140.00%120 00.0% — 不变
C CITIGROUP INC $8,2790.00%73 73— $8,279 新建仓
IWM ISHARES TR $9,4240.01%38 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $9,7800.01%390 10.3% $25 加仓
FNDB SCHWAB STRATEGIC TR $9,7920.01%360 00.0% — 不变
KVUE KENVUE INC $9,8270.01%570 00.0% — 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 00.0% — 不变
NVDL GRANITESHARES ETF TR $1.09万0.01%150 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.13万0.01%53 11.9% $213 加仓
LIN LINDE PLC $1.14万0.01%23 00.0% — 不变
SHEL SHELL PLC $1.21万0.01%130 00.0% — 不变
EMR EMERSON ELEC CO $1.24万0.01%95 00.0% — 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 20.5% $61 加仓
SCHP SCHWAB STRATEGIC TR $1.37万0.01%515 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1.40万0.01%301 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.41万0.01%311 10.3% $45 加仓
VYM VANGUARD WHITEHALL FDS $1.48万0.01%100 00.0% — 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 00.0% — 不变
— HONEYWELL INTL INC $1.70万0.01%75 00.0% — 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 00.0% — 不变
DOW DOW INC $1.78万0.01%427 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $1.87万0.01%415 00.0% — 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 00.0% — 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 00.0% — 不变
— DUPONT DE NEMOURS INC $2.16万0.01%472 00.0% — 不变
SRE SEMPRA $2.20万0.01%226 00.0% — 不变
IGV ISHARES TR $2.24万0.01%280 00.0% — 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 00.0% — 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 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $2.49万0.01%768 10.1% $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 00.0% — 不变
— Life & Banc Split Corp $2.66万0.01%2,500 00.0% — 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 00.0% — 不变
GSEW GOLDMAN SACHS ETF TR $2.71万0.01%320 10.3% $85 加仓