13F 机构持仓

PINNEY & SCOFIELD, INC.

CAMBRIDGE MA · SEC CIK 0002056763

2026Q22026Q1 更早 9 个季度 🔒
$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
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 12.4%
DIMENSIONAL ET 11.7%
DFIV 11.2%
DFUV 8.4%
DIMENSIONAL ET 6.1%
DIMENSIONAL ET 5.6%
DISV 4.8%
LLY 4.3%
DIMENSIONAL ET 3.9%
AAPL 3.2%

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
— EXXON MOBIL CORP $00.00%0 -3,455-100.0% -$58.62万 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 -260-100.0% -$2.85万 清仓
IUSB ISHARES TR $00.00%0 -593-100.0% -$2.74万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -35-100.0% -$2.70万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -300-100.0% -$1.62万 清仓
NVDL GRANITESHARES ETF TR $00.00%0 -450-100.0% -$1.09万 清仓
AMBA AMBARELLA INC $00.00%0 -200-100.0% -$1.03万 清仓
VMBS VANGUARD SCOTTSDALE FDS $00.00%0 -131-100.0% -$6,150 清仓
— ARITZIA INC-SUBORDINATE VOTI $00.00%0 -50-100.0% -$4,080 清仓
HD HOME DEPOT INC $00.00%0 -8-100.0% -$2,631 清仓
— BYD CO LTD-UNSPONSORED ADR $00.00%0 -150-100.0% -$2,045 清仓
— ENVIRI CORP $00.00%0 -56-100.0% -$1,099 清仓
ADBE ADOBE INC $00.00%0 -4-100.0% -$972 清仓
— OCCIDENTAL PETE CORP $800.00%3 00.0% — 不变
OGN ORGANON & CO $2710.00%20 00.0% — 不变
— CANOPY GROWTH CORP $3800.00%400 00.0% — 不变
ALLO ALLOGENE THERAPEUTICS INC $3990.00%192 00.0% — 不变
DNOW DNOW INC $4020.00%31 00.0% — 不变
CE CELANESE CORP DEL $5060.00%11 00.0% — 不变
DGCB DIMENSIONAL ETF TRUST $5430.00%10 00.0% — 不变
— BEYOND MEAT INC $6000.00%800 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $6060.00%2 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $8680.00%50 -300-85.7% -$5,208 减仓
— AMPLIFY ETF TR $8760.00%34 00.0% — 不变
KD KYNDRYL HLDGS INC $1,0410.00%92 00.0% — 不变
XRAY DENTSPLY SIRONA INC $1,0610.00%100 00.0% — 不变
— AURORA CANNABIS INC $1,1160.00%400 00.0% — 不变
VTRS VIATRIS INC $1,1750.00%74 00.0% — 不变
DEO DIAGEO PLC $1,2860.00%16 00.0% — 不变
EQT EQT CORP $1,3290.00%25 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1,5060.00%31 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1,9560.00%27 00.0% — 不变
MSTR MICROSTRATEGY INC $2,1730.00%25 00.0% — 不变
CRNC CERENCE INC $2,2640.00%200 00.0% — 不变
QBTS D-WAVE QUANTUM INC $2,3990.00%100 00.0% — 不变
WAB WABTEC $2,4260.00%9 00.0% — 不变
ICOP ISHARES TR $2,8710.00%58 00.0% — 不变
AEVA AEVA TECHNOLOGIES INC $2,8720.00%100 00.0% — 不变
CRWV COREWEAVE INC $2,9860.00%30 00.0% — 不变
— QUANTUM SI INC $3,2570.00%3,680 00.0% — 不变
BX BLACKSTONE INC $3,4120.00%29 00.0% — 不变
NTRS NORTHERN TR CORP $3,4770.00%20 00.0% — 不变
DUSB DIMENSIONAL ETF TRUST $3,7470.00%74 3068.2% $1,519 加仓
BLK BLACKROCK INC $3,8460.00%4 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $3,9940.00%54 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $4,0910.00%75 00.0% — 不变
CC CHEMOURS CO $4,1040.00%200 00.0% — 不变
SLV ISHARES SILVER TR $4,2780.00%80 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $4,4770.00%75 -7,625-99.0% -$45.52万 减仓
ANET ARISTA NETWORKS INC $5,0960.00%30 00.0% — 不变
MFC MANULIFE FINL CORP $5,1040.00%126 -684-84.4% -$2.77万 减仓
ICF ISHARES TR $5,2750.00%78 00.0% — 不变
PGR PROGRESSIVE CORP $5,6800.00%26 00.0% — 不变
AEG AEGON LTD $6,0260.00%714 00.0% — 不变
WFC WELLS FARGO CO NEW $6,7760.00%82 00.0% — 不变
ETN EATON CORP PLC $6,8180.00%16 00.0% — 不变
DLS WISDOMTREE TR $7,2060.00%86 00.0% — 不变
ETR ENTERGY CORP NEW $7,5810.00%66 00.0% — 不变
VLTO VERALTO CORP $7,6260.00%86 00.0% — 不变
HON HONEYWELL INTL INC $8,3960.00%38 -37-49.3% -$8,175 减仓
ASML ASML HOLDING N V $9,9470.00%5 00.0% — 不变
SHEL SHELL PLC $1.01万0.00%130 00.0% — 不变
LQD ISHARES TR $1.01万0.00%93 -93-50.0% -$1.01万 减仓
C CITIGROUP INC $1.02万0.00%73 00.0% — 不变
IR INGERSOLL RAND INC $1.08万0.01%132 00.0% — 不变
KVUE KENVUE INC $1.09万0.01%570 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $1.10万0.01%360 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $1.13万0.01%391 10.3% $29 加仓
IWM ISHARES TR $1.14万0.01%38 00.0% — 不变
DOW DOW INC $1.17万0.01%427 00.0% — 不变
LIN LINDE PLC $1.19万0.01%23 00.0% — 不变
ABT ABBOTT LABORATORIES $1.20万0.01%132 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $1.22万0.01%120 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.25万0.01%53 00.0% — 不变
USHY ISHARES TR $1.34万0.01%362 -361-49.9% -$1.34万 减仓
PYPL PAYPAL HLDGS INC $1.35万0.01%312 10.3% $43 加仓
EMR EMERSON ELEC CO $1.36万0.01%95 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $1.38万0.01%521 61.2% $159 加仓
ARM ARM HOLDINGS PLC $1.42万0.01%40 00.0% — 不变
SDY SPDR SER TR $1.43万0.01%94 -41-30.4% -$6,239 减仓
FNDC SCHWAB STRATEGIC TR $1.47万0.01%303 20.7% $97 加仓
— VANGUARD MALVERN FDS $1.49万0.01%198 198— $1.49万 新建仓
GLD SPDR GOLD TR $1.51万0.01%41 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VI $1.55万0.01%573 -286-33.3% -$7,736 减仓
SCHV SCHWAB STRATEGIC TR $1.56万0.01%448 20.4% $70 加仓
VYM VANGUARD WHITEHALL FDS $1.58万0.01%100 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $1.61万0.01%1,017 00.0% — 不变
IVE ISHARES TR $1.98万0.01%87 -4-4.4% -$908 减仓
AVGO BROADCOM INC $2.08万0.01%55 00.0% — 不变
SRE SEMPRA $2.10万0.01%226 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES $2.11万0.01%330 4214.6% $2,689 加仓
DD DUPONT DE NEMOURS INC $2.13万0.01%157 -315-66.7% -$4.27万 减仓
DFAU DIMENSIONAL ETF TRUST $2.15万0.01%415 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.41万0.01%417 00.0% — 不变
DAC DANAOS CORPORATION $2.45万0.01%200 -55-21.6% -$6,730 减仓
IGV ISHARES TR $2.54万0.01%280 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $2.59万0.01%450 00.0% — 不变
VLO VALERO ENERGY CORP $2.60万0.01%100 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $2.66万0.01%225 8661.9% $1.02万 加仓
GSIE GOLDMAN SACHS ETF TR $2.66万0.01%583 00.0% — 不变