Pillar Financial Advisors, LLC
CIK 2054958 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $191.2M
- 持仓
- 114
- 截至
- 2026年6月30日
按 13F 价值排名第 6600（共 9443） · 前 69.9%
投资组合价值同比（季度）：+11.7% 13F不披露现金
- 前十大持仓权重
- 78.73%
- 前二十五大持仓权重
- 94.96%
- 持仓高于 1%
- 16
- 有效持仓数量
- 13.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.95% 估计买入 $8964477 · 卖出 $1724486
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 78.6% 仍持有
- 新仓位
- 10
- 增加
- 17
- 减少
- 19
- 已结清
- 2
本页内容
行业细分
Financials
0.3%
Healthcare
0.1%
Utilities
0.1%
Real Estate
0.1%
Technology
0.1%
Energy
0.1%
Retail
0.0%
Consumer Discretionary
0.0%
Communication Services
0.0%
Diversified Consumer Services
0.0%
其他/未映射
99.3%
完整投资组合 114 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAS | $23861632 | 12.48% | 289794 | $3246402 | 下跌 ×1 | ||
| DFUS | $22738725 | 11.89% | 277505 | $3452482 | 上涨 ×2 | ||
| DFIC | $20561324 | 10.75% | 551834 | $1301047 | 上涨 ×6 | ||
| DUSB | $19620618 | 10.26% | 386385 | $2367329 | 上涨 ×6 | ||
| DFUV | $18287971 | 9.57% | 332448 | $2129605 | 下跌 ×6 | ||
| DFLV | $12693309 | 6.64% | 321024 | $1995491 | 上涨 ×6 | ||
| DFAT | $10368848 | 5.42% | 148338 | $1098813 | 下跌 ×4 | ||
| DFAR | $9474340 | 4.96% | 362169 | $1123863 | 上涨 ×6 | ||
| DFSV | $7506874 | 3.93% | 193526 | $1018994 | 上涨 ×6 | ||
| DFEM | $5397672 | 2.82% | 132817 | $836677 | 上涨 ×1 | ||
| DFIV | $3986631 | 2.09% | 73799 | $90772 | 下跌 ×2 | ||
| MGK | $3849843 | 2.01% | 43793 | $448818 | 上涨 ×1 | ||
| VUSB | $3503869 | 1.83% | 70387 | $-8766 | 下跌 ×3 | ||
| VTV | $3395612 | 1.78% | 15581 | $244796 | 下跌 ×2 | ||
| VBK | $3220720 | 1.68% | 8807 | $558804 | |||
| VBR | $3173848 | 1.66% | 13062 | $314916 | 下跌 ×2 | ||
| DFSD | $1806206 | 0.94% | 37826 | $-9391 | 下跌 ×6 | ||
| BIV | $1768711 | 0.93% | 23060 | $-10437 | 上涨 ×1 | ||
| VEA | $1209968 | 0.63% | 16982 | $122850 | 上涨 ×1 | ||
| DFAI | $1164431 | 0.61% | 28229 | $37761 | 下跌 ×6 | ||
| VTES | $943703 | 0.49% | 9315 | $-1296751 | 下跌 ×1 | ||
| VWO | $937409 | 0.49% | 15705 | $66143 | 下跌 ×2 | ||
| VUG | $809630 | 0.42% | 9399 | $53546 | 上涨 ×1 | ||
| IWF | $640718 | 0.34% | 5160 | $90662 | 上涨 ×1 | ||
| VOO | $628662 | 0.33% | 915 | $72856 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $583075 | 0.30% | 7378 | $-15334 | 下跌 ×1 | ||
| MGV | $573710 | 0.30% | 3510 | $64935 | |||
| VEU | $545715 | 0.29% | 6516 | $56363 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $545699 | 0.29% | 10864 | $3042 | |||
| GNMA iShares GNMA Bond ETF | $497234 | 0.26% | 11242 | $-1124 | |||
| VTI | $495662 | 0.26% | 1339 | $66101 | |||
| VB | $489187 | 0.26% | 1614 | $66752 | 上涨 ×1 | ||
| IAU | $428142 | 0.22% | 5670 | $-71726 | |||
| DFAW | $425909 | 0.22% | 5144 | $75700 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $361545 | 0.19% | 4925 | $340 | 上涨 ×1 | ||
| RBCAA Republic Bancorp, Inc. - Class A Common Stock | $356656 | 0.19% | 3944 | $78406 | |||
| DFAC | $327997 | 0.17% | 7394 | $37668 | 下跌 ×1 | ||
| IWD | $314432 | 0.16% | 1297 | $28755 | 下跌 ×1 | ||
| DFAE | $302381 | 0.16% | 7520 | $33023 | 下跌 ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $242025 | 0.13% | 3198 | $-94391 | 下跌 ×1 | ||
| VSS | $186564 | 0.10% | 1209 | $10278 | |||
| IJH | $176197 | 0.09% | 2285 | $21890 | |||
| IWM | $163145 | 0.09% | 543 | $28481 | |||
| ABBV AbbVie Inc. Common Stock | $150984 | 0.08% | 600 | $20490 | |||
| VXUS Vanguard Total International Stock ETF | $147965 | 0.08% | 1731 | $14504 | |||
| DISV | $147669 | 0.08% | 3680 | $2539 | |||
| DFAU | $145744 | 0.08% | 2820 | $16406 | 下跌 ×1 | ||
| DFIS | $136740 | 0.07% | 3903 | $5309 | |||
| FDL | $127733 | 0.07% | 2625 | $-5617 | |||
| VV | $121401 | 0.06% | 353 | $15906 | |||
| SYBT Stock Yards Bancorp, Inc. - Common Stock | $120441 | 0.06% | 1575 | $16002 | |||
| AEE Ameren Corporation Common Stock | $117675 | 0.06% | 1041 | $3248 | |||
| IOO | $115427 | 0.06% | 845 | $13207 | |||
| WPC W. P. Carey Inc. REIT | $106464 | 0.06% | 1489 | $5271 | |||
| IEFA | $104886 | 0.05% | 1086 | $6570 | |||
| IVE | $102177 | 0.05% | 450 | $7159 | |||
| AAPL Apple Inc. - Common Stock | $93174 | 0.05% | 322 | $11453 | |||
| FTC First Trust Large Cap Growth AlphaDEX Fund | $84290 | 0.04% | 435 | $17237 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $66534 | 0.03% | 805 | $-80 | |||
| O Realty Income Corporation Common Stock | $61960 | 0.03% | 1000 | ||||
| CVS CVS Health Corporation Common Stock | $51725 | 0.03% | 500 | $15815 | |||
| CCJ Cameco Corporation Common Stock | $50930 | 0.03% | 500 | 上涨 ×1 | |||
| EEM | $46040 | 0.02% | 673 | $7820 | |||
| KMI Kinder Morgan, Inc. Common Stock | $44758 | 0.02% | 1400 | $-2184 | |||
| DFAX | $42226 | 0.02% | 1146 | $3505 | 上涨 ×3 | ||
| D Dominion Energy, Inc. Common Stock | $40974 | 0.02% | 600 | $3882 | |||
| VO | $40930 | 0.02% | 508 | $4458 | 上涨 ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $33809 | 0.02% | 2010 | $-1507 | |||
| SCHF | $32520 | 0.02% | 1174 | $3463 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $27575 | 0.01% | 55 | $540 | |||
| FTEC | $25417 | 0.01% | 89 | $6900 | |||
| DEHP | $24631 | 0.01% | 576 | $813 | 下跌 ×2 | ||
| DLTR Dollar Tree, Inc. - Common Stock | $24553 | 0.01% | 203 | $2322 | |||
| SCHA | $20306 | 0.01% | 562 | $3963 | |||
| BUSE First Busey Corporation - Common Stock | $13983 | 0.01% | 474 | $2005 | |||
| SCHX | $12979 | 0.01% | 441 | $1671 | |||
| FHLC | $9888 | 0.01% | 128 | $881 | |||
| DFSU | $9513 | 0.00% | 204 | $1130 | |||
| VXF | $8864 | 0.00% | 36 | $1455 | |||
| SCHH | $8644 | 0.00% | 365 | $800 | |||
| AGG | $8612 | 0.00% | 87 | $-25 | |||
| SHM | $7963 | 0.00% | 166 | $23 | |||
| AEG Aegon Ltd. New York Registry Shares | $7850 | 0.00% | 930 | $1098 | |||
| MET MetLife, Inc. Common Stock | $7023 | 0.00% | 83 | $1153 | |||
| VT | $6926 | 0.00% | 44 | $844 | |||
| FCOM | $6740 | 0.00% | 97 | $132 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $5009 | 0.00% | 35 | $589 | |||
| SCHE | $4025 | 0.00% | 111 | $367 | |||
| FNCL | $3905 | 0.00% | 51 | $324 | |||
| MUB | $3552 | 0.00% | 33 | $49 | |||
| KSS Kohl's Corporation Common Stock | $3544 | 0.00% | 200 | $964 | |||
| FDIS | $3497 | 0.00% | 34 | $326 | |||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $3275 | 0.00% | 73 | $30 | |||
| FSTA | $2995 | 0.00% | 57 | $12 | |||
| DBX Dropbox, Inc. - Class A Common Stock | $2747 | 0.00% | 100 | $475 | |||
| EFV | $2680 | 0.00% | 35 | $77 | |||
| SCHC | $2406 | 0.00% | 50 | $69 | |||
| SPHQ | $2031 | 0.00% | 23 | 上涨 ×1 | |||
| FENY | $1478 | 0.00% | 50 | $-223 | |||
| ANGX Angel Studios, Inc. Class A Common Stock | $1413 | 0.00% | 385 | $238 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DFIC | $20561324 | 10.75% | 上涨 ×6 |
| DUSB | $19620618 | 10.26% | 上涨 ×6 |
| DFLV | $12693309 | 6.64% | 上涨 ×6 |
| DFAR | $9474340 | 4.96% | 上涨 ×6 |
| DFSV | $7506874 | 3.93% | 上涨 ×6 |
| DFAX | $42226 | 0.02% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFUS | 增持 | +6K | +$3.5M |
| DFAS | 削减 | -31 | +$3.2M |
| DUSB | 增持 | +46K | +$2.4M |
| DFUV | 削减 | -989 | +$2.1M |
| DFLV | 增持 | +21K | +$2.0M |
| DFIC | 增持 | +10K | +$1.3M |
| VTES | 削减 | -13K | -$1.3M |
| DFAR | 增持 | +9K | +$1.1M |
| DFAT | 削减 | -101 | +$1.1M |
| DFSV | 增持 | +8K | +$1.0M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CNS | 2026年3月31日 | 14008 | $879423 | 29.3% |
| VYM | 2025年3月31日 | 320 | $40829 | 不再跟踪 |
| RDVY | 2025年12月31日 | 434 | $29191 | |
| UNH | 2025年12月31日 | 80 | $27624 | 17.3% |
| INTC | 2025年9月30日 | 1077 | $24125 | 174.0% |
| FTCS | 2025年12月31日 | 209 | $19571 | |
| SPYM | 2026年3月31日 | 147 | $11793 | 不再跟踪 |
| FVD | 2025年12月31日 | 253 | $11699 | 不再跟踪 |
| ELAN | 2025年6月30日 | 1060 | $11130 | 68.5% |
| QQEW | 2025年12月31日 | 75 | $10584 | |
| BLFS | 2026年6月30日 | 396 | $7556 | 28.8% |
| DG | 2025年12月31日 | 57 | $5891 | -8.3% |
| CHTR | 2025年6月30日 | 15 | $5528 | -64.0% |
| O | 2025年12月31日 | 88 | $5350 | 12.0% |
| NKE | 2025年12月31日 | 56 | $3905 | -36.3% |
| FMC | 2025年12月31日 | 79 | $2657 | -21.1% |
| SPMD | 2026年3月31日 | 41 | $2375 | 不再跟踪 |
| DIA | 2025年12月31日 | 5 | $2319 | 不再跟踪 |
| NVCR | 2025年12月31日 | 138 | $1783 | 34.6% |
| BKLN | 2025年12月31日 | 81 | $1696 | 不再跟踪 |
| COOP | 2025年12月31日 | 4 | $844 | 不再跟踪 |
| RKT | 2026年6月30日 | 44 | $627 | -10.4% |
| BNDX | 2026年3月31日 | 11 | $532 | |
| VWOB | 2026年3月31日 | 7 | $473 | |
| AZN | 2025年3月31日 | 6 | $394 | 125.2% |
| V | 2026年3月31日 | 1 | $351 | 21.7% |
| PSX | 2025年3月31日 | 2 | $228 | 96.8% |
| GSK | 2025年3月31日 | 3 | $102 | 33.6% |
| U | 2025年12月31日 | 2 | $81 | 4.4% |
| IUSB | 2026年3月31日 | 1 | $47 | |
| HLN | 2025年3月31日 | 4 | $39 | -3.6% |
| HPE | 2025年9月30日 | 1 | $21 | 118.1% |
| CMP | 2025年3月31日 | 1 | $12 | 174.3% |