Pinnacle Wealth Advisors
- SEC CIK
- 0001698283
- 最新申報
- 2021/7/21
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/21 申報。只含多頭部位。
- 持股檔數
- 463
- 2021 年第 1 季沒有申報
- 總值
- $24.7 億
- 2021 年第 1 季沒有申報
Pinnacle Wealth Advisors 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BSLBlackstone Senior Floating Rate 2027 Term Fund | COM | 8,659 | $14.2 萬 | <0.1% | – | – | 歷史 |
| GANGAN Ltd | ORD SHS | 8,707 | $14.3 萬 | <0.1% | – | – | 歷史 |
| CLRContinental Resources, Inc | COM | 4,154 | $15.8 萬 | <0.1% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 676 | $15.9 萬 | <0.1% | – | – | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 12,251 | $17.2 萬 | <0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,920 | $17.7 萬 | <0.1% | – | – | 歷史 |
| IPInternational Paper Co | COM | 2,904 | $17.8 萬 | <0.1% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 2,905 | $19.2 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 9,089 | $20.1 萬 | <0.1% | – | – | – |
| NKLANikola Corp | COM | 11,265 | $20.3 萬 | <0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,076 | $20.6 萬 | <0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,967 | $21.2 萬 | <0.1% | – | – | 歷史 |
| OKEONEOK Inc | COM | 3,865 | $21.5 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,098 | $21.9 萬 | <0.1% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 880 | $21.9 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,000 | $22.0 萬 | <0.1% | – | – | – |
| FOCSFocus Financial Partners Inc. | COM CL A | 4,635 | $22.4 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,438 | $22.6 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 1,540 | $23.0 萬 | <0.1% | – | – | – |
| RHRH | COM | 342 | $23.2 萬 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,073 | $23.3 萬 | <0.1% | – | – | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,560 | $23.3 萬 | <0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 4,849 | $23.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,225 | $23.6 萬 | <0.1% | – | – | – |
| DHIHorton D R Inc | COM | 2,620 | $23.7 萬 | <0.1% | – | – | 歷史 |
| THOThor Industries Inc | COM | 2,106 | $23.8 萬 | <0.1% | – | – | 歷史 |
| ITTItt Inc. | COM | 2,623 | $24.0 萬 | <0.1% | – | – | 歷史 |
| XECCimarex Energy Co | COM | 3,312 | $24.0 萬 | <0.1% | – | – | 歷史 |
| UNMUnum Group | Stock | 8,595 | $24.4 萬 | <0.1% | – | – | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 13,188 | $24.4 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 10,210 | $24.4 萬 | <0.1% | – | – | – |
| SCCOSouthern Copper Corp | Stock | 3,880 | $25.0 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,218 | $25.2 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 4,917 | $25.3 萬 | <0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,440 | $25.4 萬 | <0.1% | – | – | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,179 | $25.4 萬 | <0.1% | – | – | 歷史 |
| ESIElement Solutions Inc | COM | 10,853 | $25.4 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 9,651 | $25.5 萬 | <0.1% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 1,320 | $25.5 萬 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L761 | CR SCD US BD | 4,800 | $26.0 萬 | <0.1% | – | – | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 4,565 | $26.2 萬 | <0.1% | – | – | – |
| CHGGChegg, Inc | COM | 3,151 | $26.2 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,436 | $26.7 萬 | <0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 604 | $26.7 萬 | <0.1% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 876 | $27.3 萬 | <0.1% | – | – | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,582 | $27.3 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 850 | $27.7 萬 | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,386 | $28.7 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 19,461 | $28.9 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,305 | $29.2 萬 | <0.1% | – | – | 歷史 |
| NEONeogenomics Inc | COM NEW | 6,512 | $29.4 萬 | <0.1% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 1,342 | $29.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,500 | $30.0 萬 | <0.1% | – | – | – |
| LHCGLHC Group, Inc | COM | 1,519 | $30.4 萬 | <0.1% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 1,491 | $30.7 萬 | <0.1% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,743 | $30.8 萬 | <0.1% | – | – | – |
| PGNYProgyny, Inc. | COM | 5,266 | $31.0 萬 | <0.1% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 688 | $31.2 萬 | <0.1% | – | – | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 766 | $31.8 萬 | <0.1% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,757 | $32.2 萬 | <0.1% | – | – | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,986 | $32.3 萬 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,063 | $33.1 萬 | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 4,688 | $33.2 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,068 | $33.3 萬 | <0.1% | – | – | – |
| GLOBGlobant S.A. | COM | 1,519 | $33.3 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,943 | $34.7 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,428 | $35.4 萬 | <0.1% | – | – | – |
| RNGRingCentral, Inc. | CL A | 1,236 | $35.9 萬 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,888 | $36.2 萬 | <0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,028 | $36.3 萬 | <0.1% | – | – | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 730 | $37.3 萬 | <0.1% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 3,732 | $38.1 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,798 | $38.9 萬 | <0.1% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,051 | $39.2 萬 | <0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 2,265 | $39.4 萬 | <0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,402 | $40.3 萬 | <0.1% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 2,469 | $40.4 萬 | <0.1% | – | – | 歷史 |
| TRPTC Energy Corp | COM | 8,155 | $40.4 萬 | <0.1% | – | – | 歷史 |
| YETIYETI Holdings, Inc. | COM | 4,442 | $40.8 萬 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 4,168 | $40.9 萬 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,537 | $41.6 萬 | <0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 3,898 | $41.6 萬 | <0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $41.9 萬 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,001 | $43.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 1,892 | $43.3 萬 | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,661 | $43.5 萬 | <0.1% | – | – | – |
| PSXPhillips 66 | Stock | 5,083 | $43.6 萬 | <0.1% | – | – | 歷史 |
| ATOAtmos Energy Corp | COM | 4,535 | $43.6 萬 | <0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 5,460 | $43.7 萬 | <0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,310 | $43.7 萬 | <0.1% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 3,278 | $43.8 萬 | <0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 22,559 | $44.2 萬 | <0.1% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,693 | $45.0 萬 | <0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 43,511 | $46.3 萬 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 762 | $46.6 萬 | <0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,061 | $46.9 萬 | <0.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,013 | $47.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,145 | $48.1 萬 | <0.1% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 1,526 | $48.5 萬 | <0.1% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,919 | $49.0 萬 | <0.1% | – | – | 歷史 |