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 |
|---|---|---|---|---|---|---|---|---|
| DFIP | DIMENSIONAL ETF TRUST | $2,356.71万 | 12.71% | 564,887 | 44,443 | 8.5% | $185.42万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,242.27万 | 12.09% | 424,833 | -8,417 | -1.9% | -$44.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,079.64万 | 11.21% | 292,372 | 4,029 | 1.4% | $28.66万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,538.36万 | 8.30% | 317,449 | -2,050 | -0.6% | -$9.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,123.19万 | 6.06% | 179,854 | -781 | -0.4% | -$4.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,020.08万 | 5.50% | 431,323 | 57,931 | 15.5% | $137.01万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $962.98万 | 5.19% | 244,163 | -1,751 | -0.7% | -$6.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $728.78万 | 3.93% | 207,985 | 12,106 | 6.2% | $42.42万 | 加仓 |
| LLY | ELI LILLY & CO | $678.70万 | 3.66% | 7,379 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $570.31万 | 3.08% | 22,472 | -225 | -1.0% | -$5.71万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $533.70万 | 2.88% | 149,453 | 5,094 | 3.5% | $18.19万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $447.31万 | 2.41% | 132,850 | 557 | 0.4% | $1.88万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $359.28万 | 1.94% | 111,509 | 9,218 | 9.0% | $29.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $323.30万 | 1.74% | 18,538 | -25 | -0.1% | -$4,360 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $317.20万 | 1.71% | 46,118 | 198 | 0.4% | $1.36万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $212.96万 | 1.15% | 21,791 | 1,121 | 5.4% | $10.96万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $179.42万 | 0.97% | 51,929 | 274 | 0.5% | $9,467 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $168.51万 | 0.91% | 47,098 | 2,359 | 5.3% | $8.44万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $158.21万 | 0.85% | 37,473 | 7,115 | 23.4% | $30.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $151.49万 | 0.82% | 3,468 | 1,232 | 55.1% | $53.82万 | 加仓 |
| IEFA | ISHARES TR | $118.62万 | 0.64% | 13,103 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $116.99万 | 0.63% | 10,985 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $104.62万 | 0.56% | 10,760 | 160 | 1.5% | $1.56万 | 加仓 |
| IJH | ISHARES TR | $86.30万 | 0.47% | 12,780 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $84.14万 | 0.45% | 24,899 | 163 | 0.7% | $5,508 | 加仓 |
| IVV | ISHARES TR | $82.37万 | 0.44% | 1,261 | 127 | 11.2% | $8.30万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.39% | 1 | 1 | — | $71.81万 | 新建仓 |
| GOOGL | ALPHABET INC | $69.99万 | 0.38% | 2,434 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.62万 | 0.32% | 3,455 | -10 | -0.3% | -$1,697 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.02万 | 0.26% | 1,002 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.07万 | 0.25% | 2,260 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $44.25万 | 0.24% | 6,344 | 50 | 0.8% | $3,488 | 加仓 |
| GOOG | ALPHABET INC | $41.80万 | 0.23% | 1,457 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.62万 | 0.22% | 7,700 | -435 | -5.3% | -$2.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $37.42万 | 0.20% | 1,011 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $36.27万 | 0.20% | 364 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $36.10万 | 0.19% | 2,904 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $35.75万 | 0.19% | 4,785 | 3,342 | 231.6% | $24.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $35.53万 | 0.19% | 1,208 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $34.34万 | 0.19% | 6,203 | 4,118 | 197.5% | $22.79万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $31.74万 | 0.17% | 9,374 | 905 | 10.7% | $3.06万 | 加仓 |
| EMB | ISHARES TR | $29.93万 | 0.16% | 3,186 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FUNDS | $28.98万 | 0.16% | 3,268 | 3 | 0.1% | $266 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $28.86万 | 0.16% | 1,998 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $26.15万 | 0.14% | 10,197 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.01万 | 0.14% | 2,800 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.79万 | 0.13% | 873 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.79万 | 0.13% | 640 | -175 | -21.5% | -$6.51万 | 减仓 |
| META | META PLATFORMS INC | $23.17万 | 0.12% | 405 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE | $23.01万 | 0.12% | 1,700 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.22万 | 0.12% | 7,666 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $21.94万 | 0.12% | 5,632 | 1,123 | 24.9% | $4.37万 | 加仓 |
| UMBF | UMB FINL CORP | $20.77万 | 0.11% | 1,841 | 495 | 36.8% | $5.58万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.55万 | 0.11% | 4,293 | 427 | 11.0% | $2.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.04万 | 0.11% | 827 | 1 | 0.1% | $242 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.91万 | 0.10% | 2,568 | 433 | 20.3% | $3.19万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $18.87万 | 0.10% | 2,407 | 52 | 2.2% | $4,077 | 加仓 |
| VTV | VANGUARD INDEX FDS | $18.84万 | 0.10% | 960 | -155 | -13.9% | -$3.04万 | 减仓 |
| GEV | GE VERNOVA INC | $18.77万 | 0.10% | 215 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $18.74万 | 0.10% | 2,390 | -1,081 | -31.1% | -$8.48万 | 减仓 |
| V | VISA INC | $17.80万 | 0.10% | 589 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $17.42万 | 0.09% | 718 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.88万 | 0.09% | 2,047 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $15.36万 | 0.08% | 810 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $14.94万 | 0.08% | 5,321 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $14.71万 | 0.08% | 498 | 498 | — | $14.71万 | 新建仓 |
| BP | BP PLC | $14.15万 | 0.08% | 3,010 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $13.57万 | 0.07% | 2,770 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $13.10万 | 0.07% | 1,652 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $12.27万 | 0.07% | 2,625 | -605 | -18.7% | -$2.83万 | 减仓 |
| CSX | CSX CORP | $12.01万 | 0.06% | 2,925 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $11.83万 | 0.06% | 1,192 | 1,192 | — | $11.83万 | 新建仓 |
| SYK | STRYKER CORPORATION | $11.83万 | 0.06% | 360 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $11.16万 | 0.06% | 1,158 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $11.09万 | 0.06% | 186 | 1 | 0.5% | $596 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $10.95万 | 0.06% | 3,760 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $10.82万 | 0.06% | 1,507 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $10.40万 | 0.06% | 478 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9.69万 | 0.05% | 878 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.61万 | 0.05% | 355 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $9.24万 | 0.05% | 2,181 | 1 | 0.0% | $42 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $9.14万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $8.92万 | 0.05% | 1,209 | 258 | 27.1% | $1.90万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $8.60万 | 0.05% | 1,043 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SER TR | $8.57万 | 0.05% | 1,514 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $8.26万 | 0.04% | 134 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $8.02万 | 0.04% | 225 | -135 | -37.5% | -$4.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $7.87万 | 0.04% | 3,178 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $7.67万 | 0.04% | 241 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $7.61万 | 0.04% | 117 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $7.57万 | 0.04% | 1,464 | 165 | 12.7% | $8,536 | 加仓 |
| MCD | MCDONALDS CORP | $7.43万 | 0.04% | 239 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.30万 | 0.04% | 367 | -31 | -7.8% | -$6,170 | 减仓 |
| YUM | YUM BRANDS INC | $7.26万 | 0.04% | 467 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7.18万 | 0.04% | 370 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $6.53万 | 0.04% | 1,301 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.52万 | 0.04% | 509 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.25万 | 0.03% | 381 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6.25万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.14万 | 0.03% | 220 | 0 | 0.0% | — | 不变 |