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 |
|---|---|---|---|---|---|---|---|
| PODDInsulet Corp | Stock | 1,839 | $50.5 萬 | <0.1% | – | – | 歷史 |
| GSKGSK plc | SPONSORED ADR | 13,707 | $54.6 萬 | <0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 11,653 | $55.6 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 9,291 | $56.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 10,945 | $56.7 萬 | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,843 | $57.7 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,214 | $57.9 萬 | <0.1% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 8,462 | $60.9 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 2,549 | $61.1 萬 | <0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 3,520 | $61.3 萬 | <0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,249 | $61.7 萬 | <0.1% | – | – | – |
| CMCanadian Imperial Bank of Commerce | COM | 5,439 | $61.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 5,843 | $62.5 萬 | <0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 23,566 | $62.7 萬 | <0.1% | – | – | – |
| XYLXylem Inc. | COM | 5,246 | $62.9 萬 | <0.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 16,094 | $63.5 萬 | <0.1% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 5,884 | $63.5 萬 | <0.1% | – | – | – |
| GPCGenuine Parts Co | Stock | 5,062 | $64.0 萬 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,733 | $66.1 萬 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 304 | $66.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,549 | $66.7 萬 | <0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 12,935 | $68.1 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,282 | $70.4 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,695 | $70.5 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 52,338 | $70.5 萬 | <0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,982 | $71.0 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 19,451 | $71.4 萬 | <0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 1,996 | $72.8 萬 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 18,398 | $73.7 萬 | <0.1% | – | – | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 23,424 | $74.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,219 | $76.1 萬 | <0.1% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 492 | $76.3 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,582 | $77.5 萬 | <0.1% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 21,440 | $78.1 萬 | <0.1% | – | – | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 37,854 | $78.5 萬 | <0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 15,286 | $81.2 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,369 | $82.8 萬 | <0.1% | – | – | – |
| SONSonoco Products Co | COM | 12,416 | $83.0 萬 | <0.1% | – | – | 歷史 |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 35,929 | $83.6 萬 | <0.1% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 11,250 | $83.9 萬 | <0.1% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 8,516 | $84.8 萬 | <0.1% | – | – | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 32,437 | $84.9 萬 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 5,479 | $87.1 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,932 | $87.3 萬 | <0.1% | – | – | – |
| ASMLASML Holding NV | ADR | 1,289 | $89.1 萬 | <0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,924 | $89.8 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 3,171 | $91.6 萬 | <0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 34,636 | $92.0 萬 | <0.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 31,199 | $99.8 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,384 | $99.8 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 12,338 | $99.9 萬 | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 23,114 | $104.6 萬 | <0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,595 | $104.9 萬 | <0.1% | – | – | – |
| PXDPioneer Natural Resources Co | COM | 6,619 | $107.6 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 45,227 | $109.1 萬 | <0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 3,097 | $112.6 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 10,714 | $115.0 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 11,977 | $115.3 萬 | <0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 63,268 | $115.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 16,639 | $115.8 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,545 | $117.4 萬 | <0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,181 | $120.7 萬 | <0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 15,734 | $122.3 萬 | <0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 36,377 | $122.6 萬 | <0.1% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,161 | $123.4 萬 | <0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,709 | $123.5 萬 | <0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 8,399 | $125.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 14,500 | $126.9 萬 | 0.1% | – | – | – |
| CLXClorox Co | Stock | 7,171 | $129.0 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 27,500 | $129.6 萬 | 0.1% | – | – | – |
| SYKStryker Corp | Stock | 5,020 | $130.5 萬 | 0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 4,452 | $132.8 萬 | 0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 25,054 | $134.4 萬 | 0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,978 | $139.8 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,814 | $140.6 萬 | 0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,356 | $142.0 萬 | 0.1% | – | – | – |
| LNCLincoln National Corp | COM | 22,596 | $142.0 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,446 | $144.5 萬 | 0.1% | – | – | 歷史 |
| NHCNational Healthcare Corp | COM | 20,853 | $145.8 萬 | 0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 3,849 | $147.0 萬 | 0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 24,000 | $149.3 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 30,526 | $151.3 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,253 | $155.8 萬 | 0.1% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 16,920 | $158.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,753 | $158.8 萬 | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,781 | $162.1 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 7,582 | $165.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,601 | $168.2 萬 | 0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 8,857 | $170.3 萬 | 0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 28,025 | $170.8 萬 | 0.1% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 16,942 | $171.6 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,975 | $174.2 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,366 | $177.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 22,462 | $178.0 萬 | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 21,745 | $185.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,282 | $188.0 萬 | 0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 47,908 | $188.4 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 14,487 | $189.0 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 7,066 | $192.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,891 | $196.3 萬 | 0.1% | – | – | – |