13F 机构持仓

Pinnacle Wealth Planning Services, Inc.

MANSFIELD OH · SEC CIK 0001726752

2026Q22026Q1 更早 9 个季度 🔒
$10.50亿2026Q2 申报市值
2,749持仓数
37.9%前十大占比 · 第一大 10.6%
105 / 103新建仓 / 清仓
申报市值走势$10.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPSM 10.6%
FLTR 7.7%
ET 3.9%
SPYV 3.6%
SPAB 2.5%
AAPL 2.5%
NVDA 2.2%
SPYG 2.2%
EFV 1.4%
SPYM 1.4%

2026Q2 买入最多 按季末市值估算

SPSM 加仓+$286.43万
NKE 加仓+$273.23万
FSK 新建仓+$246.67万
LULU 加仓+$228.91万
SPAB 加仓+$216.70万

2026Q2 卖出最多 按季末市值估算

FLTR 减仓-$2,217.29万
ET 减仓-$1,773.63万
SNDK 减仓-$209.41万
NVDA 减仓-$155.21万
DAUG 清仓-$152.43万

2026Q2 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
DAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -35,000-100.0% -$152.43万 清仓
CCL CARNIVAL CORP $00.00%0 -12,320-100.0% -$31.88万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -2,835-100.0% -$20.30万 清仓
— CSG SYS INTL INC $00.00%0 -2,205-100.0% -$17.63万 清仓
— TRI POINTE HOMES INC $00.00%0 -3,209-100.0% -$15.00万 清仓
— AIR LEASE CORP $00.00%0 -2,137-100.0% -$13.88万 清仓
— SEALED AIR CORP NEW $00.00%0 -3,097-100.0% -$13.02万 清仓
— GOLDEN ENTMT INC $00.00%0 -2,344-100.0% -$6.26万 清仓
LMB LIMBACH HLDGS INC $00.00%0 -788-100.0% -$6.15万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -2,521-100.0% -$5.99万 清仓
— CLEARWAY ENERGY INC $00.00%0 -1,483-100.0% -$5.81万 清仓
— COTERRA ENERGY INC $00.00%0 -1,446-100.0% -$5.08万 清仓
CCB COASTAL FINL CORP WA $00.00%0 -661-100.0% -$5.03万 清仓
— HOLOGIC INC $00.00%0 -657-100.0% -$4.97万 清仓
WIX WIX COM LTD $00.00%0 -408-100.0% -$3.67万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -3,204-100.0% -$3.47万 清仓
— ENVIRI CORP $00.00%0 -1,741-100.0% -$3.42万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -1,767-100.0% -$3.33万 清仓
MMS MAXIMUS INC $00.00%0 -451-100.0% -$2.89万 清仓
DBEF DBX ETF TR $00.00%0 -491-100.0% -$2.43万 清仓
— PROASSURANCE CORP $00.00%0 -971-100.0% -$2.40万 清仓
ADX ADAMS DIVERSIFIED EQUITY FD $00.00%0 -1,026-100.0% -$2.25万 清仓
— MFS CHARTER INCOME TR $00.00%0 -3,662-100.0% -$2.22万 清仓
— SILA REALTY TRUST INC $00.00%0 -837-100.0% -$1.98万 清仓
— MISTER CAR WASH INC $00.00%0 -2,841-100.0% -$1.98万 清仓
CTKB CYTEK BIOSCIENCES INC $00.00%0 -4,313-100.0% -$1.88万 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -1,056-100.0% -$1.74万 清仓
GOGO GOGO INC $00.00%0 -3,961-100.0% -$1.59万 清仓
SITC SITE CTRS CORP $00.00%0 -2,692-100.0% -$1.45万 清仓
CABO CABLE ONE INC $00.00%0 -159-100.0% -$1.45万 清仓
— AMICUS THERAPEUTIC $00.00%0 -994-100.0% -$1.44万 清仓
— NUVEEN NEW JERSEY $00.00%0 -1,133-100.0% -$1.39万 清仓
— SUNOPTA INC $00.00%0 -2,054-100.0% -$1.33万 清仓
— BLUE FOUNDRY BANCORP $00.00%0 -998-100.0% -$1.32万 清仓
IMXI INTERNATIONAL MONEY EXPRESS $00.00%0 -702-100.0% -$1.11万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -440-100.0% -$1.04万 清仓
— HERITAGE COMM CORP $00.00%0 -806-100.0% -$1.01万 清仓
OFIX ORTHOFIX MED INC $00.00%0 -779-100.0% -$8,935 清仓
KBH KB HOME $00.00%0 -166-100.0% -$8,591 清仓
— CLIPPER RLTY INC $00.00%0 -2,646-100.0% -$7,991 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -192-100.0% -$7,724 清仓
OGS ONE GAS INC $00.00%0 -79-100.0% -$6,804 清仓
GSM FERROGLOBE PLC $00.00%0 -1,577-100.0% -$6,497 清仓
PCYO PURE CYCLE CORP $00.00%0 -639-100.0% -$6,428 清仓
MQ MARQETA INC $00.00%0 -1,520-100.0% -$6,202 清仓
KROS KEROS THERAPEUTICS INC $00.00%0 -541-100.0% -$5,973 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -100-100.0% -$5,272 清仓
GMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -118-100.0% -$4,919 清仓
GAPR FIRST TR EXCHNG TRADED FD VI $00.00%0 -117-100.0% -$4,735 清仓
NXDR NEXTDOOR HOLDINGS INC $00.00%0 -3,328-100.0% -$4,659 清仓
YORW YORK WTR CO $00.00%0 -152-100.0% -$4,628 清仓
— MASIMO CORP $00.00%0 -25-100.0% -$4,447 清仓
— HERTZ GLOBAL HLDGS INC $00.00%0 -1,831-100.0% -$4,175 清仓
RXRX RECURSION PHARMACEUTICALS IN $00.00%0 -1,196-100.0% -$3,672 清仓
TWI TITAN INTL INC ILL $00.00%0 -508-100.0% -$3,510 清仓
WNC WABASH NATL CORP $00.00%0 -387-100.0% -$3,336 清仓
— AMERICAN WOODMARK CORP $00.00%0 -81-100.0% -$3,226 清仓
BLSH BULLISH $00.00%0 -86-100.0% -$3,073 清仓
FWRD FORWARD AIR CORP $00.00%0 -176-100.0% -$2,941 清仓
MYGN MYRIAD GENETICS INC $00.00%0 -604-100.0% -$2,718 清仓
— CANTALOUPE INC $00.00%0 -249-100.0% -$2,692 清仓
EH EHANG HLDGS LTD $00.00%0 -274-100.0% -$2,661 清仓
CPRI CAPRI HOLDINGS LIMITED $00.00%0 -130-100.0% -$2,291 清仓
DLY DOUBLELINE YIELD OPPORTUNITI $00.00%0 -158-100.0% -$2,199 清仓
ABVX ABIVAX SA $00.00%0 -15-100.0% -$1,670 清仓
— GAMBLING COM GROUP LIMITED $00.00%0 -427-100.0% -$1,657 清仓
— FLUSHING FINL CORP $00.00%0 -89-100.0% -$1,367 清仓
— NANO X IMAGING LTD $00.00%0 -602-100.0% -$1,367 清仓
— CALAVO GROWERS INC $00.00%0 -50-100.0% -$1,290 清仓
PTLO PORTILLOS INC $00.00%0 -243-100.0% -$1,285 清仓
— RESOURCES CONNECTION INC $00.00%0 -326-100.0% -$1,216 清仓
— REALPHA TECH CORP $00.00%0 -5,000-100.0% -$1,215 清仓
RXST RXSIGHT INC $00.00%0 -187-100.0% -$1,152 清仓
— VOLATILITY SHS TR $00.00%0 -150-100.0% -$1,137 清仓
GGAL GRUPO FINANCIERO GALICIA S.A $00.00%0 -23-100.0% -$1,074 清仓
EMBC EMBECTA CORP $00.00%0 -111-100.0% -$981 清仓
AHRT AH RLTY TR INC $00.00%0 -162-100.0% -$891 清仓
— MOLECULIN BIOTECH INC $00.00%0 -281-100.0% -$643 清仓
PLAY DAVE & BUSTERS ENTMT INC $00.00%0 -57-100.0% -$617 清仓
— BARK INC $00.00%0 -1,000-100.0% -$507 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -14-100.0% -$475 清仓
FSLY FASTLY INC $00.00%0 -16-100.0% -$465 清仓
SNAP SNAP INC $00.00%0 -97-100.0% -$446 清仓
PRAA PRA GROUP INC $00.00%0 -24-100.0% -$420 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -19-100.0% -$407 清仓
TLN TALEN ENERGY CORP $00.00%0 -1-100.0% -$319 清仓
BXC BLUELINX HLDGS INC $00.00%0 -5-100.0% -$271 清仓
BDC BELDEN INC $00.00%0 -2-100.0% -$230 清仓
— ON24 INC $00.00%0 -22-100.0% -$178 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -1-100.0% -$172 清仓
— ALLIED GAMING & ENTRTNMNT IN $00.00%0 -595-100.0% -$163 清仓
ERII ENERGY RECOVERY INC $00.00%0 -16-100.0% -$161 清仓
— BLAIZE HLDGS INC $00.00%0 -88-100.0% -$160 清仓
SPRY ARS PHARMACEUTICALS INC $00.00%0 -17-100.0% -$137 清仓
SERV SERVE ROBOTICS INC $00.00%0 -14-100.0% -$118 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 -1-100.0% -$64 清仓
AMC AMC ENTMT HLDGS INC $00.00%0 -61-100.0% -$60 清仓
— MINK THERAPEUTICS INC $00.00%0 -5-100.0% -$53 清仓
— GAMESTOP CORP NEW $00.00%0 -4-100.0% -$15 清仓
— XEROX HOLDINGS CORP $00.00%0 -106-100.0% -$10 清仓