Pinnacle Wealth Management, LLC
CIK 1911464 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $161.5M
- Posisi
- 31
- Per tanggal
- 30 Juni 2026
#7.146 dari 9.443 berdasarkan nilai 13F · top 75.7%
Nilai portofolio QoQ: +8.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 76,91%
- Bobot 25 kepemilikan teratas
- 97,77%
- Posisi di atas 1%
- 23
- Jumlah posisi efektif
- 14,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 8,56% Perkiraan pembelian $13.264.645 · penjualan $14.701.396
Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 30,4% masih dipegang
- Posisi baru
- 8
- Meningkat
- 4
- Menurun
- 18
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,5%
Industrials
6,3%
Communication Services
2,9%
Communications
1,7%
Retail
1,2%
Consumer Discretionary
1,1%
Lainnya/Tidak terpetakan
79,2%
Portofolio lengkap 31 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GRNY | $19.779.704 | 12,25% | 715.360 | $1.425.607 | Turun ×2 | ||
| PYLD | $18.437.195 | 11,42% | 695.219 | $240.106 | Naik ×4 | ||
| JBND JPMorgan Active Bond ETF | $15.271.750 | 9,46% | 285.453 | $-70.872 | Naik ×5 | ||
| IDEQ | $14.235.672 | 8,82% | 405.922 | $-143.935 | Turun ×1 | ||
| ALLW SPDR Bridgewater All Weather ETF | $13.567.084 | 8,40% | 463.515 | $206.909 | Naik ×1 | ||
| CGDV | $12.873.693 | 7,97% | 261.236 | $77.533 | Turun ×1 | ||
| GRNJ | $10.440.815 | 6,47% | 332.087 | $-216.796 | Turun ×1 | ||
| SPHY | $8.836.107 | 5,47% | 376.967 | $-66.583 | Turun ×1 | ||
| FNDE | $7.302.377 | 4,52% | 184.032 | $489.227 | Naik ×3 | ||
| SPYG | $3.422.390 | 2,12% | 28.762 | $361.528 | Turun ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.169.456 | 1,96% | 15.840 | $139.589 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.979.854 | 1,85% | 8.434 | $503.509 | Turun ×4 | ||
| ANET Arista Networks, Inc. Common Stock | $2.793.507 | 1,73% | 16.444 | $654.557 | Turun ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $2.720.960 | 1,69% | 2.555 | $842.774 | Turun ×2 | ||
| IGV | $2.697.796 | 1,67% | 29.777 | Naik ×1 | |||
| AXON Axon Enterprise, Inc. - Common Stock | $2.419.032 | 1,50% | 4.315 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.364.885 | 1,46% | 4.071 | ||||
| CRS Carpenter Technology Corporation Common Stock | $2.216.306 | 1,37% | 3.593 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $2.088.064 | 1,29% | 7.216 | $198.066 | Turun ×4 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.940.455 | 1,20% | 16.632 | $-532.701 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.935.216 | 1,20% | 8.120 | $160.222 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.772.718 | 1,10% | 3.147 | $-67.856 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.720.254 | 1,07% | 4.090 | $4.999 | Turun ×4 | ||
| GEV GE Vernova Inc. Common Stock | $1.469.750 | 0,91% | 1.251 | ||||
| AVGO Broadcom Inc. - Common Stock | $1.390.498 | 0,86% | 3.681 | Naik ×1 | |||
| RKLB Rocket Lab Corporation - Common Stock | $1.361.297 | 0,84% | 13.392 | $-62.011 | Turun ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1.203.444 | 0,75% | 3.226 | $-246.588 | Turun ×4 | ||
| XLK XLK | $364.655 | 0,23% | 1.914 | $110.284 | |||
| JEPI | $243.655 | 0,15% | 4.314 | $-613.517 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $227.623 | 0,14% | 309 | Naik ×1 | |||
| VGK | $205.944 | 0,13% | 2.326 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| PYLD | $18.437.195 | 11,42% | naik ×4 |
| JBND | $15.271.750 | 9,46% | naik ×5 |
| FNDE | $7.302.377 | 4,52% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GRNY | Dipangkas | -54K | +$1.4M |
| CAT | Dipangkas | -96 | +$843K |
| ANET | Dipangkas | -977 | +$655K |
| JEPI | Dipangkas | -11K | -$614K |
| PLTR | Dipangkas | -275 | -$533K |
| GOOG | Dipangkas | -199 | +$504K |
| FNDE | Beli lebih banyak | +6K | +$489K |
| SPYG | Dipangkas | -2K | +$362K |
| MSFT | Dipangkas | -691 | -$247K |
| PYLD | Beli lebih banyak | +674 | +$240K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IWM | 31 Maret 2025 | 54.901 | $12.130.925 | Tidak lagi dilacak |
| SCHA | 31 Des. 2025 | 181.986 | $5.077.409 | Tidak lagi dilacak |
| AXP | 31 Maret 2026 | 7.966 | $2.947.022 | 13,3% |
| TCAL | 30 Sep. 2025 | 119.225 | $2.944.858 | Tidak lagi dilacak |
| ISRG | 31 Maret 2025 | 5.580 | $2.912.537 | -18,7% |
| CRWD | 30 Sep. 2025 | 5.471 | $2.786.435 | -59,1% |
| ABT | 30 Sep. 2025 | 18.864 | $2.565.693 | -14,3% |
| HOOD | 31 Maret 2026 | 22.315 | $2.523.827 | 34,7% |
| CVNA | 31 Maret 2026 | 5.574 | $2.352.339 | -78,6% |
| PGR | 30 Sep. 2025 | 8.738 | $2.331.823 | -13,5% |
| CAT | 31 Maret 2025 | 6.425 | $2.330.733 | 145,4% |
| SMLR | 31 Maret 2025 | 42.210 | $2.279.340 | Tidak lagi dilacak |
| GS | 31 Maret 2026 | 2.518 | $2.213.390 | 20,5% |
| KRE | 31 Maret 2025 | 36.291 | $2.190.162 | Tidak lagi dilacak |
| AXON | 31 Maret 2026 | 3.782 | $2.147.911 | 48,9% |
| PWR | 31 Maret 2025 | 6.500 | $2.054.325 | 164,7% |
| EME | 31 Des. 2025 | 3.141 | $2.040.205 | 31,9% |
| TWLO | 30 Sep. 2025 | 16.303 | $2.027.441 | 126,0% |
| USLM | 31 Maret 2025 | 15.227 | $2.021.232 | 35,9% |
| TDG | 31 Maret 2025 | 1.581 | $2.003.570 | -10,7% |
| KLAC | 31 Maret 2025 | 3.142 | $1.979.837 | -72,2% |
| AMD | 31 Maret 2025 | 16.070 | $1.941.095 | 351,9% |
| SOFI | 31 Maret 2026 | 71.127 | $1.862.105 | 13,7% |
| DE | 31 Maret 2026 | 3.970 | $1.848.313 | 5,2% |
| SMLR | 30 Sep. 2025 | 46.369 | $1.796.335 | Tidak lagi dilacak |
| GEV | 31 Maret 2026 | 2.741 | $1.791.435 | 11,9% |
| ESE | 30 Sep. 2025 | 9.312 | $1.786.693 | 44,5% |
| XYZ | 31 Maret 2025 | 21.013 | $1.785.895 | 48,3% |
| NFLX | 31 Maret 2026 | 18.985 | $1.780.034 | -17,0% |
| JPM | 30 Juni 2026 | 5.877 | $1.728.853 | 10,4% |
| APP | 30 Juni 2026 | 4.190 | $1.667.620 | -40,0% |
| KTOS | 31 Maret 2026 | 21.657 | $1.643.983 | -15,4% |
| LRN | 30 Sep. 2025 | 10.963 | $1.591.718 | -43,7% |
| VST | 31 Maret 2026 | 9.066 | $1.462.632 | -8,0% |
| COST | 31 Maret 2025 | 1.516 | $1.389.065 | 3,0% |
| SPOT | 31 Maret 2026 | 2.361 | $1.371.056 | 10,3% |
| LLY | 31 Maret 2025 | 1.771 | $1.367.212 | 55,9% |
| OKTA | 30 Sep. 2025 | 13.216 | $1.321.204 | 52,2% |
| HIMS | 31 Maret 2026 | 39.641 | $1.287.143 | 39,7% |
| BMNR | 31 Maret 2026 | 40.010 | $1.086.274 | -6,4% |
| MSTR | 31 Maret 2026 | 6.982 | $1.060.915 | -22,1% |
| IBKR | 31 Maret 2026 | 13.526 | $869.864 | 33,4% |
| SCHA | 31 Maret 2025 | 32.540 | $841.484 | Tidak lagi dilacak |
| SKWD | 30 Juni 2025 | 15.489 | $819.678 | 1,6% |
| SNEX | 30 Juni 2025 | 9.931 | $758.530 | -27,2% |
| HCKT | 30 Juni 2025 | 25.957 | $758.464 | -57,7% |
| SFM | 30 Juni 2025 | 4.936 | $753.431 | -52,1% |
| SGI | 30 Juni 2025 | 12.232 | $732.452 | -3,1% |
| TBBK | 30 Juni 2025 | 13.670 | $722.323 | 21,3% |
| GCMG | 30 Juni 2025 | 54.375 | $719.381 | 19,7% |
| SPSM | 31 Des. 2025 | 15.498 | $717.867 | Tidak lagi dilacak |
| CVLT | 30 Juni 2025 | 4.325 | $682.312 | -19,8% |
| ATLC | 30 Juni 2025 | 13.263 | $678.402 | 77,1% |
| FLS | 30 Juni 2025 | 13.801 | $674.041 | 48,3% |
| ENVA | 30 Juni 2025 | 6.909 | $667.133 | 136,2% |
| OSPN | 30 Juni 2025 | 43.725 | $666.806 | -6,7% |
| GMED | 30 Juni 2025 | 9.076 | $664.363 | 49,5% |
| CR | 30 Juni 2025 | 4.277 | $655.151 | 12,4% |
| WSM | 30 Juni 2025 | 4.141 | $654.692 | 51,3% |
| OSIS | 30 Juni 2025 | 3.275 | $636.464 | -1,9% |
| BKLC | 31 Maret 2026 | 4.820 | $630.456 | Tidak lagi dilacak |
| AWI | 30 Juni 2025 | 4.388 | $618.181 | 10,6% |
| AVPT | 30 Juni 2025 | 42.150 | $608.646 | -31,0% |
| DOCS | 30 Juni 2025 | 10.015 | $581.170 | -59,0% |
| WING | 30 Juni 2025 | 2.570 | $579.741 | -63,7% |
| DOCN | 30 Juni 2025 | 16.647 | $555.843 | 302,2% |
| SN | 30 Juni 2025 | 6.544 | $545.835 | 82,3% |
| ZETA | 30 Juni 2025 | 39.719 | $538.590 | 86,7% |
| QNST | 30 Juni 2025 | 29.976 | $534.772 | 30,1% |
| BROS | 30 Juni 2025 | 8.659 | $534.607 | -26,5% |
| FTDR | 30 Juni 2025 | 13.733 | $527.622 | 43,5% |
| RKLBXXXX | 30 Juni 2025 | 27.563 | $492.826 | Tidak lagi dilacak |
| TEAM | 30 Juni 2025 | 2.266 | $480.868 | -17,6% |
| PSTG | 30 Juni 2025 | 10.815 | $478.780 | Tidak lagi dilacak |
| IONQ | 30 Juni 2025 | 21.017 | $463.845 | -1,6% |
| TDOC | 30 Juni 2025 | 55.585 | $442.457 | -23,6% |
| CDNS | 30 Sep. 2025 | 744 | $229.264 | -10,2% |
| XLK | 31 Maret 2025 | 957 | $222.522 | Tidak lagi dilacak |