Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$9.68亿2026Q1 申报市值
2,737持仓数
41.6%前十大占比 · 第一大 10.6%
138 / 142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
EEM 加仓+$1,021.77万
SPSM 加仓+$297.36万
NKE 加仓+$208.05万
AZN 新建仓+$192.90万
SPYV 加仓+$186.22万
2026Q1 卖出最多 按季末市值估算
ET 减仓-$1,468.72万
INTC 减仓-$210.09万
AZN 清仓-$195.93万
MSFT 减仓-$79.81万
IWM 减仓-$73.98万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,656 | -100.0% | -$195.93万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -3,473 | -100.0% | -$30.19万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,658 | -100.0% | -$26.44万 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -20,257 | -100.0% | -$14.16万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -294 | -100.0% | -$13.11万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $0 | 0.00% | 0 | -5,307 | -100.0% | -$11.03万 | 清仓 |
| — | MANHATTAN BRDG CAP INC | $0 | 0.00% | 0 | -103,083 | -100.0% | -$10.31万 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -10,782 | -100.0% | -$9.55万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -1,653 | -100.0% | -$8.47万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -5,911 | -100.0% | -$7.76万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,247 | -100.0% | -$7.60万 | 清仓 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -3,169 | -100.0% | -$7.48万 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -4,210 | -100.0% | -$7.33万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -1,478 | -100.0% | -$6.65万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -3,807 | -100.0% | -$5.86万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -1,024 | -100.0% | -$5.83万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -1,813 | -100.0% | -$5.75万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -3,584 | -100.0% | -$5.47万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -784 | -100.0% | -$5.42万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -2,741 | -100.0% | -$5.32万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -2,538 | -100.0% | -$5.24万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$5.13万 | 清仓 |
| HNRG | HALLADOR ENERGY COMPANY | $0 | 0.00% | 0 | -2,660 | -100.0% | -$5.06万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -1,989 | -100.0% | -$4.55万 | 清仓 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,222 | -100.0% | -$4.47万 | 清仓 |
| TOUS | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -1,282 | -100.0% | -$4.42万 | 清仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -463 | -100.0% | -$4.22万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -1,021 | -100.0% | -$4.06万 | 清仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.96万 | 清仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$3.56万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -264 | -100.0% | -$3.45万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -17,849 | -100.0% | -$3.34万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | -2,644 | -100.0% | -$3.33万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -5,835 | -100.0% | -$3.15万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -827 | -100.0% | -$2.98万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -2,027 | -100.0% | -$2.98万 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -1,121 | -100.0% | -$2.78万 | 清仓 |
| CARS | CARS COM INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$2.62万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -1,226 | -100.0% | -$2.60万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -6,349 | -100.0% | -$2.57万 | 清仓 |
| SXC | SUNCOKE ENERGY INC | $0 | 0.00% | 0 | -3,326 | -100.0% | -$2.39万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -2,151 | -100.0% | -$2.26万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -276 | -100.0% | -$2.21万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -791 | -100.0% | -$2.14万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -297 | -100.0% | -$2.14万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -1,395 | -100.0% | -$2.10万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -242 | -100.0% | -$2.06万 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -553 | -100.0% | -$1.98万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -729 | -100.0% | -$1.77万 | 清仓 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -427 | -100.0% | -$1.69万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$1.66万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -796 | -100.0% | -$1.62万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -3,237 | -100.0% | -$1.55万 | 清仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $0 | 0.00% | 0 | -2,520 | -100.0% | -$1.51万 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS QUALI | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.50万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -444 | -100.0% | -$1.45万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -333 | -100.0% | -$1.43万 | 清仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -134 | -100.0% | -$1.29万 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -6,661 | -100.0% | -$1.26万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -315 | -100.0% | -$1.21万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -282 | -100.0% | -$1.17万 | 清仓 |
| ASC | ARDMORE SHIPPING CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -252 | -100.0% | -$1.08万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -160 | -100.0% | -$1.04万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -784 | -100.0% | -$1.02万 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -608 | -100.0% | -$9,296 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -846 | -100.0% | -$8,832 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -304 | -100.0% | -$8,676 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -79 | -100.0% | -$8,023 | 清仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $0 | 0.00% | 0 | -702 | -100.0% | -$7,926 | 清仓 |
| — | VERA BRADLEY INC | $0 | 0.00% | 0 | -3,208 | -100.0% | -$7,763 | 清仓 |
| — | STAR HLDGS | $0 | 0.00% | 0 | -937 | -100.0% | -$7,712 | 清仓 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -2,055 | -100.0% | -$7,501 | 清仓 |
| DGICA | DONEGAL GROUP INC | $0 | 0.00% | 0 | -362 | -100.0% | -$7,233 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -421 | -100.0% | -$7,052 | 清仓 |
| CRNC | CERENCE INC | $0 | 0.00% | 0 | -656 | -100.0% | -$7,013 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MARKETWISE INC | $0 | 0.00% | 0 | -436 | -100.0% | -$6,549 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -169 | -100.0% | -$6,434 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -397 | -100.0% | -$6,392 | 清仓 |
| HNST | HONEST CO INC | $0 | 0.00% | 0 | -2,454 | -100.0% | -$6,331 | 清仓 |
| MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEONODE INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$6,189 | 清仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $0 | 0.00% | 0 | -409 | -100.0% | -$6,155 | 清仓 |
| FLXS | FLEXSTEEL INDS INC | $0 | 0.00% | 0 | -155 | -100.0% | -$6,121 | 清仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $0 | 0.00% | 0 | -342 | -100.0% | -$5,342 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$4,815 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -90 | -100.0% | -$4,504 | 清仓 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -1,694 | -100.0% | -$4,354 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -1,343 | -100.0% | -$4,338 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -510 | -100.0% | -$4,131 | 清仓 |
| — | BIOMEA FUSION INC | $0 | 0.00% | 0 | -3,330 | -100.0% | -$4,129 | 清仓 |
| — | INVESCO VALUE MUN INCOME TR | $0 | 0.00% | 0 | -300 | -100.0% | -$3,696 | 清仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $0 | 0.00% | 0 | -247 | -100.0% | -$3,574 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -201 | -100.0% | -$3,546 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -206 | -100.0% | -$3,397 | 清仓 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | -3,976 | -100.0% | -$3,260 | 清仓 |