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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $6.02万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $5.99万 | 0.03% | 187 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $5.63万 | 0.03% | 196 | 196 | — | $5.63万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $5.62万 | 0.03% | 1,933 | 1 | 0.1% | $29 | 加仓 |
| ICFI | ICF INTL INC | $5.56万 | 0.03% | 852 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5.46万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.43万 | 0.03% | 267 | -50 | -15.8% | -$1.02万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $5.33万 | 0.03% | 1,297 | -293 | -18.4% | -$1.20万 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $5.20万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5.19万 | 0.03% | 2,307 | 456 | 24.6% | $1.03万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $5.09万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $5.07万 | 0.03% | 180 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $5.07万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.84万 | 0.03% | 1,761 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4.58万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $4.57万 | 0.02% | 265 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4.49万 | 0.02% | 493 | 0 | 0.0% | — | 不变 |
| BBT | BERKSHIRE HILLS BANCORP INC | $4.34万 | 0.02% | 1,447 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4.23万 | 0.02% | 200 | 200 | — | $4.23万 | 新建仓 |
| DE | DEERE & CO | $4.22万 | 0.02% | 75 | -40 | -34.8% | -$2.25万 | 减仓 |
| MO | ALTRIA GROUP INC | $4.16万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.15万 | 0.02% | 648 | 158 | 32.2% | $1.01万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $4.02万 | 0.02% | 420 | 420 | — | $4.02万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $3.96万 | 0.02% | 1,421 | 5 | 0.4% | $139 | 加仓 |
| CTVA | CORTEVA INC | $3.95万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $3.86万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3.68万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.66万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $3.65万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.63万 | 0.02% | 500 | 500 | — | $3.63万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.53万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3.52万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3.32万 | 0.02% | 331 | 331 | — | $3.32万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $3.14万 | 0.02% | 741 | -372 | -33.4% | -$1.58万 | 减仓 |
| EQIX | EQUINIX INC | $2.94万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.94万 | 0.02% | 666 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.88万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $2.87万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $2.85万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2.83万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $2.79万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $2.74万 | 0.01% | 593 | 593 | — | $2.74万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.73万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2.72万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $2.71万 | 0.01% | 320 | 1 | 0.3% | $85 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.70万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $2.66万 | 0.01% | 723 | 723 | — | $2.66万 | 新建仓 |
| — | Life & Banc Split Corp | $2.66万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2.63万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $2.51万 | 0.01% | 583 | 583 | — | $2.51万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $2.49万 | 0.01% | 768 | 1 | 0.1% | $32 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.47万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.47万 | 0.01% | 859 | 859 | — | $2.47万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2.40万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.38万 | 0.01% | 91 | 91 | — | $2.38万 | 新建仓 |
| IGV | ISHARES TR | $2.24万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.20万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.16万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $2.05万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.03万 | 0.01% | 186 | 186 | — | $2.03万 | 新建仓 |
| SDY | SPDR SER TR | $1.97万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.92万 | 0.01% | 91 | -3 | -3.2% | -$633 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.87万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $1.78万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.76万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1.76万 | 0.01% | 1,017 | 1,017 | — | $1.76万 | 新建仓 |
| AVGO | BROADCOM INC | $1.70万 | 0.01% | 55 | 55 | — | $1.70万 | 新建仓 |
| — | HONEYWELL INTL INC | $1.70万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.62万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.60万 | 0.01% | 139 | -31 | -18.2% | -$3,564 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.41万 | 0.01% | 311 | 1 | 0.3% | $45 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $1.40万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $1.37万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1.36万 | 0.01% | 446 | 2 | 0.5% | $61 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.36万 | 0.01% | 132 | 132 | — | $1.36万 | 新建仓 |
| EMR | EMERSON ELEC CO | $1.24万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.21万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.14万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.13万 | 0.01% | 53 | 1 | 1.9% | $213 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $1.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.06万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $1.03万 | 0.01% | 200 | 200 | — | $1.03万 | 新建仓 |
| KVUE | KENVUE INC | $9,827 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $9,792 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $9,780 | 0.01% | 390 | 1 | 0.3% | $25 | 加仓 |
| IWM | ISHARES TR | $9,424 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8,279 | 0.00% | 73 | 73 | — | $8,279 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $7,814 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $7,604 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,416 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $7,009 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $6,604 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $6,528 | 0.00% | 82 | -99 | -54.7% | -$7,881 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,150 | 0.00% | 131 | 131 | — | $6,150 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $6,051 | 0.00% | 40 | 40 | — | $6,051 | 新建仓 |
| ETN | EATON CORP PLC | $5,723 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5,451 | 0.00% | 80 | 80 | — | $5,451 | 新建仓 |