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Pinnacle Private Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Pinnacle Private Wealth, LLC

No.10235 数据截至 2022Q2
最新持仓市值 (Q2 2022)
$2.60亿
环比变动 Q1 2022
-$6,080.7万-18.9%
持仓股票数
271
新买入
19
加仓
121
减仓
103
清仓
46
持股不变
28
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2022 市值Q2 2022 股数上季度市值上季度股数股数变动操作
苹果AAPL
11.9%16.16%$3,095.5万22.6万股$5,187.8万29.7万股-7.1万股-23.79%减仓
IiShares安硕信托IVV
3.51%3.22%$913.9万2.4万股$1,033.2万2.3万股+1,331股+5.84%加仓
微软MSFT
2.07%1.55%$538.4万2.1万股$495.9万1.6万股+4,879股+30.34%加仓
IiShares安硕·RUSSELLIWF
2.07%1.95%$537.9万2.5万股$624.4万2.2万股+2,105股+9.36%加仓
百时美施贵宝BMY
1.94%0.11%$505.2万6.6万股$36.3万4,965股+6.1万股+1,221.55%加仓
家得宝HD
1.54%1.25%$401.7万1.5万股$400.0万1.3万股+1,281股+9.58%加仓
IiShares安硕信托USMV
1.44%1.19%$375.0万5.3万股$380.3万4.9万股+4,389股+8.95%加仓
IiShares安硕信托DGRO
1.43%1.17%$371.3万7.8万股$374.4万7.0万股+7,857股+11.21%加仓
宝洁PG
1.4%1.08%$363.4万2.5万股$346.7万2.3万股+2,579股+11.37%加仓
特斯拉TSLA
1.36%1.41%$354.2万5,259股$451.2万4,187股+1,072股+25.60%加仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
1.32%0.96%$344.5万7.0万股$307.8万6.2万股+7,837股+12.62%加仓
IiShares安硕信托HDV
1.23%0.96%$319.0万3.2万股$308.7万2.9万股+2,886股+9.99%加仓
I景顺QQQ信托VOO
1.2%1.21%$313.3万1.1万股$388.6万1.1万股+460股+4.29%加仓
I景顺交易所交易基金信托RSP
1.2%1.14%$313.0万2.3万股$364.3万2.3万股+217股+0.94%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.15%1.25%$297.9万3.7万股$400.5万3.9万股-1,608股-4.14%减仓
雪佛龙CVX
1.03%0.85%$267.2万1.8万股$273.3万1.7万股+1,670股+9.95%加仓
G通用动力VTI
1.02%0.95%$265.4万1.4万股$305.6万1.3万股+651股+4.85%加仓
埃克森美孚XOM
0.98%0.76%$254.6万3.0万股$245.4万3.0万股+24股+0.08%加仓
Meta平台META
0.93%0.97%$242.6万1.5万股$310.8万1.4万股+1,068股+7.64%加仓
亚马逊AMZN
0.92%0.93%$238.2万2.2万股$298.6万916股+2.2万股+2,348.58%加仓
IInnovator ETF信托BJAN
0.86%0.78%$224.2万7.0万股$251.8万7.0万股00.00%持仓不变
IiShares安硕·U.S. HEALTHCARE ETFIYH
0.82%0.73%$213.7万7,948股$235.6万8,158股-210股-2.57%减仓
IiShares安硕·BIOTECHNOLOGYIBB
0.82%0.76%$213.4万1.8万股$243.9万1.9万股-576股-3.08%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
0.82%0.69%$212.8万8.0万股$220.5万7.8万股+1,937股+2.50%加仓
IiShares安硕·DOW JONES U.S. ETFIYY
0.77%0.57%$201.0万2.2万股$182.5万1.6万股+5,374股+32.78%加仓
VVictory·SHARES U SCDC
0.76%0.21%$196.4万3.0万股$66.2万9,215股+2.0万股+222.35%加仓
G高盛ETF信托GBIL
0.75%0.47%$196.0万2.0万股$151.0万1.5万股+4,523股+29.93%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.75%0.9%$194.6万2.5万股$288.7万2.9万股-4,155股-14.47%减仓
V先锋领航指数基金VXF
0.74%0.74%$192.8万1.5万股$235.9万1.4万股+467股+3.28%加仓
IiShares安硕·COREIJR
0.73%0.72%$190.1万2.1万股$231.8万2.1万股-920股-4.28%减仓
IiShares安硕信托STIP
0.73%0.38%$189.4万1.9万股$122.7万1.2万股+6,984股+59.74%加仓
V先锋领航指数基金VOO
0.72%0.88%$188.0万5,419股$281.6万6,782股-1,363股-20.10%减仓
摩根大通JPM
0.72%0.73%$187.2万1.7万股$233.2万1.7万股-485股-2.84%减仓
F富达·MSCIFIDU
0.72%0.7%$186.5万4.1万股$224.7万4.2万股-486股-1.16%减仓
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.71%0.7%$185.3万7,840股$223.8万7,740股+100股+1.29%加仓
SSPDR标普500 ETFSPY
0.69%0.69%$180.1万4,774股$220.9万4,892股-118股-2.41%减仓
F富达Covington信托FNCL
0.68%0.73%$177.8万4.0万股$235.0万4.3万股-3,570股-8.23%减仓
IiShares安硕·MSCIQUAL
0.67%0.71%$173.2万1.6万股$229.2万1.7万股-1,521股-8.93%减仓
沃尔玛WMT
0.64%0.61%$167.3万1.4万股$196.5万1.3万股+564股+4.27%加仓
IiShares安硕信托DVY
0.63%0.4%$164.6万1.4万股$129.1万1.0万股+3,920股+38.92%加仓
AAlphabet Inc Class CGOOG
0.63%0.54%$163.8万749股$173.4万621股+128股+20.61%加仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
0.6%0.54%$156.6万4.2万股$173.5万4.2万股-450股-1.06%减仓
英伟达NVDA
0.59%0.53%$153.4万1.0万股$171.0万6,268股+3,852股+61.46%加仓
SSPDR道富系列信托SPYG
0.54%0.57%$141.0万2.7万股$181.8万2.7万股-498股-1.81%减仓
谷歌AGOOGL
0.53%0.4%$138.4万635股$127.9万460股+175股+38.04%加仓
WWisdomTree信托GCC
0.53%0.45%$137.3万5.9万股$145.6万5.8万股+871股+1.51%加仓
INDEPENDENT BK MASSINDB
0.52%0.43%$135.6万1.7万股$139.4万1.7万股00.00%持仓不变
麦当劳MCD
0.52%0.41%$134.7万5,456股$131.0万5,298股+158股+2.98%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.52%0.42%$134.2万9,353股$133.9万8,258股+1,095股+13.26%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.51%0.14%$133.1万2.2万股$45.8万7,691股+1.5万股+191.35%加仓

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