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
CLS CELESTICA INC $6.57万0.03%180 00.0% — 不变
TFC TRUIST FINL CORP $6.53万0.03%1,310 00.0% — 不变
VTI VANGUARD INDEX FDS $6.47万0.03%175 -12-6.4% -$4,435 减仓
DFSU DIMENSIONAL ETF TRUST $6.06万0.03%1,299 20.2% $93 加仓
TIP ISHARES TR $6.05万0.03%553 -325-37.0% -$3.56万 减仓
PM PHILIP MORRIS INTL INC $5.97万0.03%330 00.0% — 不变
DFSB DIMENSIONAL ETF TRUST $5.94万0.03%1,140 -324-22.1% -$1.69万 减仓
EBAY EBAY INC. $5.51万0.03%493 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $5.51万0.03%1,301 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $5.48万0.03%250 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $5.46万0.03%220 00.0% — 不变
ESRT EMPIRE ST RLTY TR INC $5.41万0.03%10,000 00.0% — 不变
VO VANGUARD INDEX FDS $4.81万0.02%597 -187-23.9% -$1.51万 减仓
DE DEERE & CO $4.76万0.02%75 00.0% — 不变
CAH CARDINAL HEALTH INC $4.75万0.02%200 00.0% — 不变
— WARNER BROS DISCOVERY INC $4.69万0.02%1,761 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $4.62万0.02%648 00.0% — 不变
MO ALTRIA GROUP INC $4.54万0.02%631 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $4.43万0.02%1,426 50.4% $156 加仓
BBT BERKSHIRE HILLS BANCORP INC $4.41万0.02%1,447 00.0% — 不变
AMT AMERICAN TOWER CORP NEW $4.33万0.02%265 00.0% — 不变
IWB ISHARES TR $4.09万0.02%100 -125-55.6% -$5.12万 减仓
UPS UNITED PARCEL SERVICE INC $4.07万0.02%379 -13-3.3% -$1,398 减仓
JNK SPDR SERIES TRUST $4.05万0.02%420 00.0% — 不变
CTVA CORTEVA INC $4.00万0.02%472 00.0% — 不变
MPC MARATHON PETE CORP $3.84万0.02%150 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $3.82万0.02%500 00.0% — 不变
MCD MCDONALDS CORP $3.57万0.02%132 -107-44.8% -$2.89万 减仓
VEU VANGUARD INTL EQUITY INDEX F $3.39万0.02%405 -65-13.8% -$5,444 减仓
VTWO VANGUARD SCOTTSDALE FDS $3.39万0.02%279 -52-15.7% -$6,314 减仓
DFSI DIMENSIONAL ETF TRUST $3.38万0.02%749 81.1% $361 加仓
XLV SELECT SECTOR SPDR TR $3.17万0.02%200 00.0% — 不变
VOT VANGUARD INDEX FDS $3.13万0.02%102 00.0% — 不变
EQIX EQUINIX INC $3.13万0.02%30 00.0% — 不变
GSEW GOLDMAN SACHS ETF TR $3.03万0.01%321 10.3% $95 加仓
MRK MERCK & CO INC $3.02万0.01%235 00.0% — 不变
ICFI ICF INTL INC $3.01万0.01%413 -439-51.5% -$3.20万 减仓
FNDF SCHWAB STRATEGIC TR $2.94万0.01%558 30.5% $158 加仓
TMUS T-MOBILE US INC $2.94万0.01%175 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $2.93万0.01%770 20.3% $76 加仓
PTC PTC INC $2.91万0.01%256 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2.84万0.01%734 -13-1.7% -$503 减仓
RTX RTX CORPORATION $2.83万0.01%149 00.0% — 不变
VB VANGUARD INDEX FDS $2.76万0.01%91 00.0% — 不变
— Life & Banc Split Corp $2.67万0.01%2,500 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $2.66万0.01%583 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $2.66万0.01%225 8661.9% $1.02万 加仓
VLO VALERO ENERGY CORP $2.60万0.01%100 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $2.59万0.01%450 00.0% — 不变
IGV ISHARES TR $2.54万0.01%280 00.0% — 不变
DAC DANAOS CORPORATION $2.45万0.01%200 -55-21.6% -$6,730 减仓
MDLZ MONDELEZ INTL INC $2.41万0.01%417 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $2.15万0.01%415 00.0% — 不变
DD DUPONT DE NEMOURS INC $2.13万0.01%157 -315-66.7% -$4.27万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES $2.11万0.01%330 4214.6% $2,689 加仓
SRE SEMPRA $2.10万0.01%226 00.0% — 不变
AVGO BROADCOM INC $2.08万0.01%55 00.0% — 不变
IVE ISHARES TR $1.98万0.01%87 -4-4.4% -$908 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $1.61万0.01%1,017 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $1.58万0.01%100 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $1.56万0.01%448 20.4% $70 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $1.55万0.01%573 -286-33.3% -$7,736 减仓
GLD SPDR GOLD TR $1.51万0.01%41 00.0% — 不变
— VANGUARD MALVERN FDS $1.49万0.01%198 198— $1.49万 新建仓
FNDC SCHWAB STRATEGIC TR $1.47万0.01%303 20.7% $97 加仓
SDY SPDR SER TR $1.43万0.01%94 -41-30.4% -$6,239 减仓
ARM ARM HOLDINGS PLC $1.42万0.01%40 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $1.38万0.01%521 61.2% $159 加仓
EMR EMERSON ELEC CO $1.36万0.01%95 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.35万0.01%312 10.3% $43 加仓
USHY ISHARES TR $1.34万0.01%362 -361-49.9% -$1.34万 减仓
VIG VANGUARD SPECIALIZED FUNDS $1.25万0.01%53 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $1.22万0.01%120 00.0% — 不变
ABT ABBOTT LABORATORIES $1.20万0.01%132 00.0% — 不变
LIN LINDE PLC $1.19万0.01%23 00.0% — 不变
DOW DOW INC $1.17万0.01%427 00.0% — 不变
IWM ISHARES TR $1.14万0.01%38 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $1.13万0.01%391 10.3% $29 加仓
FNDB SCHWAB STRATEGIC TR $1.10万0.01%360 00.0% — 不变
KVUE KENVUE INC $1.09万0.01%570 00.0% — 不变
IR INGERSOLL RAND INC $1.08万0.01%132 00.0% — 不变
C CITIGROUP INC $1.02万0.00%73 00.0% — 不变
LQD ISHARES TR $1.01万0.00%93 -93-50.0% -$1.01万 减仓
SHEL SHELL PLC $1.01万0.00%130 00.0% — 不变
ASML ASML HOLDING N V $9,9470.00%5 00.0% — 不变
HON HONEYWELL INTL INC $8,3960.00%38 -37-49.3% -$8,175 减仓
VLTO VERALTO CORP $7,6260.00%86 00.0% — 不变
ETR ENTERGY CORP NEW $7,5810.00%66 00.0% — 不变
DLS WISDOMTREE TR $7,2060.00%86 00.0% — 不变
ETN EATON CORP PLC $6,8180.00%16 00.0% — 不变
WFC WELLS FARGO CO NEW $6,7760.00%82 00.0% — 不变
AEG AEGON LTD $6,0260.00%714 00.0% — 不变
PGR PROGRESSIVE CORP $5,6800.00%26 00.0% — 不变
ICF ISHARES TR $5,2750.00%78 00.0% — 不变
MFC MANULIFE FINL CORP $5,1040.00%126 -684-84.4% -$2.77万 减仓
ANET ARISTA NETWORKS INC $5,0960.00%30 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $4,4770.00%75 -7,625-99.0% -$45.52万 减仓
SLV ISHARES SILVER TR $4,2780.00%80 00.0% — 不变
CC CHEMOURS CO $4,1040.00%200 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $4,0910.00%75 00.0% — 不变