Pinnacle Wealth Management, LLC
- SEC CIK
- 0001911464
- 最新申報
- 2026/7/22
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位。
- 持股檔數
- 45
- 2023 年第 1 季沒有申報
- 總值
- $9,911 萬
- 2023 年第 1 季沒有申報
Pinnacle Wealth Management, LLC 沒有申報 2023 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 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 148,189 | $819.9 萬 | 8.3% | – | – | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 177,349 | $819.0 萬 | 8.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 98,095 | $491.8 萬 | 5.0% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 74,435 | $472.9 萬 | 4.8% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 58,238 | $359.3 萬 | 3.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,302 | $350.8 萬 | 3.5% | – | – | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 126,253 | $338.0 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 12,868 | $249.6 萬 | 2.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 9,512 | $249.0 萬 | 2.5% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,576 | $248.0 萬 | 2.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,663 | $239.6 萬 | 2.4% | – | – | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 136,330 | $231.5 萬 | 2.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,310 | $217.8 萬 | 2.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 18,929 | $215.6 萬 | 2.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,628 | $203.7 萬 | 2.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 4,119 | $199.8 萬 | 2.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,813 | $195.5 萬 | 2.0% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 25,614 | $193.6 萬 | 2.0% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,395 | $190.8 萬 | 1.9% | – | – | 歷史 |
| ONOn Semiconductor Corp | Stock | 19,728 | $186.6 萬 | 1.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,104 | $182.7 萬 | 1.8% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,199 | $177.8 萬 | 1.8% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 10,142 | $176.7 萬 | 1.8% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 14,462 | $169.6 萬 | 1.7% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 16,001 | $166.9 萬 | 1.7% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 13,050 | $164.6 萬 | 1.7% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 24,414 | $163.0 萬 | 1.6% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,825 | $161.2 萬 | 1.6% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 27,568 | $158.4 萬 | 1.6% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 16,448 | $156.9 萬 | 1.6% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,409 | $155.2 萬 | 1.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,444 | $155.1 萬 | 1.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,202 | $154.8 萬 | 1.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 25,525 | $153.7 萬 | 1.6% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 26,133 | $153.7 萬 | 1.6% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 31,579 | $152.7 萬 | 1.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,850 | $152.1 萬 | 1.5% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,572 | $143.9 萬 | 1.5% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,897 | $136.3 萬 | 1.4% | – | – | 歷史 |
| HUMHumana Inc | Stock | 2,978 | $133.2 萬 | 1.3% | – | – | 歷史 |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 12,734 | $106.2 萬 | 1.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 13,941 | $64.4 萬 | 0.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,080 | $36.2 萬 | 0.4% | – | – | – |
| MRVLMarvell Technology, Inc. | COM | 5,500 | $32.9 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,235 | $29.7 萬 | 0.3% | – | – | – |