Pinnacle Holdings, LLC
TULSA OK · SEC CIK 0001411784
$3.09亿2026Q1 申报市值
233持仓数
21.3%前十大占比 · 第一大 4.0%
15 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SSRM 加仓+$414.61万
SUNC 新建仓+$276.43万
Amphastar Pharma 新建仓+$185.22万
GS 加仓+$109.98万
CNXC 新建仓+$91.33万
2026Q1 卖出最多 按季末市值估算
Bank of America 减仓-$1,191.92万
SSR Mining 清仓-$326.40万
MidWest One Fina 清仓-$293.46万
AMG 清仓-$203.30万
AAPL 减仓-$139.45万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIA | SPDR Dow Jones Industrial Average | $1,241.67万 | 4.01% | 26,807 | 1,467 | 5.8% | $67.95万 | 加仓 |
| GS | Goldman Sachs | $872.30万 | 2.82% | 10,311 | 1,300 | 14.4% | $109.98万 | 加仓 |
| CAT | Caterpillar | $773.64万 | 2.50% | 10,920 | 1,263 | 13.1% | $89.48万 | 加仓 |
| AM | Antero Midstream Corp | $637.22万 | 2.06% | 279,484 | -588 | -0.2% | -$1.34万 | 减仓 |
| WMB | Williams Companies | $570.96万 | 1.85% | 78,450 | -593 | -0.8% | -$4.32万 | 减仓 |
| TRGP | Targa Resources | $552.77万 | 1.79% | 22,046 | -508 | -2.3% | -$12.74万 | 减仓 |
| AMGN | Amgen Inc. | $509.30万 | 1.65% | 14,475 | 1,285 | 9.7% | $45.21万 | 加仓 |
| OKE | ONEOK | $508.88万 | 1.65% | 56,298 | -2,112 | -3.6% | -$19.09万 | 减仓 |
| MPLX | MPLX | $454.71万 | 1.47% | 79,676 | -1,174 | -1.5% | -$6.70万 | 减仓 |
| KNTK | Kinetik Holdings | $454.69万 | 1.47% | 93,925 | -446 | -0.5% | -$2.16万 | 减仓 |
| MSFT | Microsoft Corporation | $450.49万 | 1.46% | 12,170 | 1,541 | 14.5% | $57.04万 | 加仓 |
| — | Navios Maritime Partners | $437.28万 | 1.41% | 64,801 | -738 | -1.1% | -$4.98万 | 减仓 |
| GEL | Genesis Energy | $424.08万 | 1.37% | 237,847 | 0 | 0.0% | — | 不变 |
| SSRM | SSR Mining | $416.46万 | 1.35% | 141,653 | 141,023 | 22,384.6% | $414.61万 | 加仓 |
| PAGP | Plains GP Holdings | $398.02万 | 1.29% | 163,928 | -167 | -0.1% | -$4,055 | 减仓 |
| HD | Home Depot | $375.49万 | 1.21% | 11,417 | 1,311 | 13.0% | $43.12万 | 加仓 |
| JPM | JPMorgan | $373.67万 | 1.21% | 12,703 | 1,291 | 11.3% | $37.98万 | 加仓 |
| MCHB | Mechanics Bancorp | $373.34万 | 1.21% | 253,114 | 22,785 | 9.9% | $33.61万 | 加仓 |
| AAPL | Apple | $367.71万 | 1.19% | 14,489 | -5,495 | -27.5% | -$139.45万 | 减仓 |
| — | Freddie Mac | $358.94万 | 1.16% | 560,843 | 2,341 | 0.4% | $1.50万 | 加仓 |
| ET | Energy Transfer | $357.19万 | 1.15% | 185,073 | -60 | -0.0% | -$1,158 | 减仓 |
| ARLP | Alliance Resource Partners | $356.99万 | 1.15% | 129,109 | -314 | -0.2% | -$8,682 | 减仓 |
| HESM | Hess Midstream Partners | $351.71万 | 1.14% | 90,483 | 858 | 1.0% | $3.34万 | 加仓 |
| MCD | McDonald's | $339.69万 | 1.10% | 10,930 | 1,259 | 13.0% | $39.13万 | 加仓 |
| EPD | Enterprise Products Partners | $336.02万 | 1.09% | 88,799 | -95 | -0.1% | -$3,595 | 减仓 |
| — | SB Financial Group | $329.51万 | 1.07% | 156,910 | 0 | 0.0% | — | 不变 |
| C | Citigroup | $329.25万 | 1.06% | 29,032 | 0 | 0.0% | — | 不变 |
| TRV | Travelers | $325.69万 | 1.05% | 11,166 | 1,278 | 12.9% | $37.28万 | 加仓 |
| SHW | Sherwin-Williams | $317.09万 | 1.03% | 9,892 | 1,339 | 15.7% | $42.92万 | 加仓 |
| CVX | Chevron Corporation | $314.53万 | 1.02% | 15,202 | 1,229 | 8.8% | $25.43万 | 加仓 |
| NVDA | Nvidia Corp | $309.50万 | 1.00% | 17,746 | 2,715 | 18.1% | $47.35万 | 加仓 |
| — | Unit Corp | $307.63万 | 0.99% | 89,040 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $307.41万 | 0.99% | 12,576 | 1,266 | 11.2% | $30.95万 | 加仓 |
| AXP | American Express Company | $304.05万 | 0.98% | 10,052 | 1,300 | 14.9% | $39.32万 | 加仓 |
| V | Visa | $303.72万 | 0.98% | 10,049 | 1,284 | 14.6% | $38.81万 | 加仓 |
| IBM | International Business Machines | $288.88万 | 0.93% | 11,918 | 1,265 | 11.9% | $30.66万 | 加仓 |
| UNH | UnitedHealth Group | $285.99万 | 0.92% | 10,569 | 1,275 | 13.7% | $34.50万 | 加仓 |
| — | Western Midstream Partners | $279.32万 | 0.90% | 67,846 | 950 | 1.4% | $3.91万 | 加仓 |
| — | MGP Ingredients | $278.79万 | 0.90% | 2,905,000 | 0 | 0.0% | — | 不变 |
| SUNC | Sunococorp LLC | $276.43万 | 0.89% | 44,838 | 44,838 | — | $276.43万 | 新建仓 |
| BHRB | Burke & Herbert Financial Services | $269.30万 | 0.87% | 43,233 | -56 | -0.1% | -$3,488 | 减仓 |
| BHF | Brighthouse Financial | $263.01万 | 0.85% | 43,923 | -131 | -0.3% | -$7,844 | 减仓 |
| AMZN | Amazon.com | $258.13万 | 0.83% | 12,394 | 1,323 | 12.0% | $27.55万 | 加仓 |
| — | Honeywell International | $244.32万 | 0.79% | 10,809 | 1,192 | 12.4% | $26.94万 | 加仓 |
| NMIH | NMI Holdings | $237.49万 | 0.77% | 63,315 | -801 | -1.2% | -$3.00万 | 减仓 |
| — | Palantir Technologies | $237.16万 | 0.77% | 16,213 | 0 | 0.0% | — | 不变 |
| — | WisdomTree Investments | $230.40万 | 0.74% | 1,690,000 | -5,000 | -0.3% | -$6,816 | 减仓 |
| BA | The Boeing Company | $218.50万 | 0.71% | 10,978 | 1,290 | 13.3% | $25.67万 | 加仓 |
| FUNC | First United Corp | $216.09万 | 0.70% | 58,976 | 0 | 0.0% | — | 不变 |
| — | Hovnanian | $215.25万 | 0.70% | 105,000 | 0 | 0.0% | — | 不变 |
| RJET | Republic Airways | $202.46万 | 0.65% | 113,234 | 2,561 | 2.3% | $4.58万 | 加仓 |
| TALO | Talos Energy | $196.21万 | 0.63% | 124,501 | -1,138 | -0.9% | -$1.79万 | 减仓 |
| JXN | Jackson Financial | $193.31万 | 0.63% | 18,285 | 0 | 0.0% | — | 不变 |
| — | Flagstar Financial | $188.49万 | 0.61% | 48,642 | -1,200 | -2.4% | -$4.65万 | 减仓 |
| BAC | Bank of America | $187.92万 | 0.61% | 38,548 | 0 | 0.0% | — | 不变 |
| — | Amphastar Pharmaceutical | $185.22万 | 0.60% | 2,055,000 | 2,055,000 | — | $185.22万 | 新建仓 |
| CRM | salesforce.com | $182.36万 | 0.59% | 9,769 | 1,317 | 15.6% | $24.58万 | 加仓 |
| CZWI | Citizens Community Bancorp | $180.87万 | 0.58% | 91,347 | 0 | 0.0% | — | 不变 |
| SPB | Spectrum Brands Holdings | $176.15万 | 0.57% | 1,790,000 | -5,000 | -0.3% | -$4,920 | 减仓 |
| CC | Chemours Company | $176.03万 | 0.57% | 79,903 | -190 | -0.2% | -$4,186 | 减仓 |
| — | The Cheesecake Factory | $171.90万 | 0.56% | 1,740,000 | -5,000 | -0.3% | -$4,940 | 减仓 |
| WMT | Wal-Mart | $170.14万 | 0.55% | 13,690 | 1,673 | 13.9% | $20.79万 | 加仓 |
| — | Freddie Mac | $168.74万 | 0.55% | 179,580 | 0 | 0.0% | — | 不变 |
| — | Jetblue Airways | $168.74万 | 0.55% | 1,695,000 | -10,000 | -0.6% | -$9,955 | 减仓 |
| PG | Procter & Gamble | $168.69万 | 0.55% | 11,679 | 1,181 | 11.2% | $17.06万 | 加仓 |
| KMI | Kinder Morgan | $165.36万 | 0.53% | 49,316 | -843 | -1.7% | -$2.83万 | 减仓 |
| SHAK | Shake Shack | $165.12万 | 0.53% | 1,755,000 | 0 | 0.0% | — | 不变 |
| DKL | Delek Logistics Partners | $164.43万 | 0.53% | 33,044 | 0 | 0.0% | — | 不变 |
| ASO | Academy Sports & Outdoors | $163.40万 | 0.53% | 28,946 | -396 | -1.3% | -$2.24万 | 减仓 |
| MMM | 3M Co | $163.27万 | 0.53% | 11,242 | 1,322 | 13.3% | $19.20万 | 加仓 |
| — | Winnebago Industries | $161.68万 | 0.52% | 1,785,000 | 625,000 | 53.9% | $56.61万 | 加仓 |
| KE | Kimball Electronics | $158.83万 | 0.51% | 67,047 | -258 | -0.4% | -$6,112 | 减仓 |
| — | Hawthorn Bancshares | $155.42万 | 0.50% | 46,131 | -1,633 | -3.4% | -$5.50万 | 减仓 |
| RNST | Renasant Corp | $155.27万 | 0.50% | 42,976 | 0 | 0.0% | — | 不变 |
| — | Sunoco LP | $151.37万 | 0.49% | 23,298 | -17,753 | -43.2% | -$115.34万 | 减仓 |
| COLD | Americold Realty Trust | $150.65万 | 0.49% | 131,454 | 4,853 | 3.8% | $5.56万 | 加仓 |
| CCNE | CNB Financial Corp | $145.16万 | 0.47% | 50,124 | 0 | 0.0% | — | 不变 |
| MRK | Merck | $144.99万 | 0.47% | 12,053 | 1,270 | 11.8% | $15.28万 | 加仓 |
| PKBK | Parke Bancorp | $141.83万 | 0.46% | 49,941 | 0 | 0.0% | — | 不变 |
| ARCB | Arcbest Corp | $138.99万 | 0.45% | 14,131 | -14 | -0.1% | -$1,377 | 减仓 |
| — | Green Plains | $138.58万 | 0.45% | 1,400,000 | 0 | 0.0% | — | 不变 |
| FLG | Flagstar Financial | $136.92万 | 0.44% | 103,964 | -4,281 | -4.0% | -$5.64万 | 减仓 |
| — | Peoples Bancorp | $136.63万 | 0.44% | 34,889 | 0 | 0.0% | — | 不变 |
| — | Banc of California | $136.07万 | 0.44% | 54,734 | 0 | 0.0% | — | 不变 |
| FCCO | First Community Corp | $135.34万 | 0.44% | 46,302 | 0 | 0.0% | — | 不变 |
| CIVB | Civista Bancshares | $134.53万 | 0.43% | 59,030 | 0 | 0.0% | — | 不变 |
| INVA | Innoviva | $132.57万 | 0.43% | 1,227,000 | 0 | 0.0% | — | 不变 |
| EGY | Vaalco Energy | $131.12万 | 0.42% | 206,817 | 0 | 0.0% | — | 不变 |
| PUBM | PubMatic | $129.15万 | 0.42% | 157,884 | 14,980 | 10.5% | $12.25万 | 加仓 |
| ONB | Old National Bancorp | $125.42万 | 0.41% | 56,751 | 0 | 0.0% | — | 不变 |
| XPRO | Expro Group Holdings | $125.37万 | 0.41% | 72,011 | -424 | -0.6% | -$7,382 | 减仓 |
| PEBO | Peoples Bancorp | $121.54万 | 0.39% | 36,977 | 0 | 0.0% | — | 不变 |
| CUBI | Customers Bancorp | $120.81万 | 0.39% | 17,405 | 0 | 0.0% | — | 不变 |
| — | Bank of America Preferred | $120.59万 | 0.39% | 1,012 | -10,003 | -90.8% | -$1,191.92万 | 减仓 |
| — | LCI Industries | $120.14万 | 0.39% | 1,205,000 | 0 | 0.0% | — | 不变 |
| JBLU | Jetblue Airways | $119.25万 | 0.39% | 269,801 | 17,480 | 6.9% | $7.73万 | 加仓 |
| ALRS | Alerus Financial | $116.18万 | 0.38% | 48,999 | 0 | 0.0% | — | 不变 |
| HELE | Helen of Troy | $115.76万 | 0.37% | 80,274 | 12,288 | 18.1% | $17.72万 | 加仓 |
| NTGR | NETGEAR | $115.67万 | 0.37% | 52,963 | 5,197 | 10.9% | $11.35万 | 加仓 |
| ORRF | Orrstown Financial | $112.68万 | 0.36% | 31,230 | 0 | 0.0% | — | 不变 |