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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $1.02万 | 0.00% | 52 | 2 | 4.0% | $394 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $1.02万 | 0.00% | 410 | -253 | -38.2% | -$6,325 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $1.03万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $1.03万 | 0.00% | 100 | -476 | -82.6% | -$4.89万 | 减仓 |
| ABM | ABM INDS INC | $1.03万 | 0.00% | 267 | -481 | -64.3% | -$1.85万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $1.03万 | 0.00% | 290 | 125 | 75.8% | $4,435 | 加仓 |
| EPAM | EPAM SYS INC | $1.03万 | 0.00% | 76 | 22 | 40.7% | $2,979 | 加仓 |
| CAMT | CAMTEK LTD | $1.03万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1.03万 | 0.00% | 369 | 369 | — | $1.03万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $1.03万 | 0.00% | 222 | 34 | 18.1% | $1,585 | 加仓 |
| VVV | VALVOLINE INC | $1.04万 | 0.00% | 308 | 105 | 51.7% | $3,536 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.04万 | 0.00% | 73 | 40 | 121.2% | $5,687 | 加仓 |
| HAS | HASBRO INC | $1.04万 | 0.00% | 111 | -101 | -47.6% | -$9,454 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $1.04万 | 0.00% | 440 | 102 | 30.2% | $2,412 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.04万 | 0.00% | 41 | 9 | 28.1% | $2,290 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1.04万 | 0.00% | 407 | -1,009 | -71.3% | -$2.59万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $1.04万 | 0.00% | 117 | 23 | 24.5% | $2,052 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.05万 | 0.00% | 695 | -10,213 | -93.6% | -$15.37万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.06万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1.06万 | 0.00% | 216 | 3 | 1.4% | $147 | 加仓 |
| EXP | EAGLE MATLS INC | $1.06万 | 0.00% | 56 | 8 | 16.7% | $1,516 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.07万 | 0.00% | 100 | -721 | -87.8% | -$7.70万 | 减仓 |
| BXP | BXP INC | $1.07万 | 0.00% | 206 | 20 | 10.8% | $1,038 | 加仓 |
| IGIB | ISHARES TR | $1.07万 | 0.00% | 201 | 137 | 214.1% | $7,291 | 加仓 |
| RRC | RANGE RES CORP | $1.07万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $1.08万 | 0.00% | 39 | 2 | 5.4% | $553 | 加仓 |
| BROS | DUTCH BROS INC | $1.08万 | 0.00% | 213 | 108 | 102.9% | $5,471 | 加仓 |
| NWS | NEWS CORP NEW | $1.09万 | 0.00% | 383 | 75 | 24.4% | $2,138 | 加仓 |
| ILMN | ILLUMINA INC | $1.10万 | 0.00% | 89 | -1 | -1.1% | -$123 | 减仓 |
| FNB | F N B CORP | $1.10万 | 0.00% | 657 | 377 | 134.6% | $6,303 | 加仓 |
| PII | POLARIS INC | $1.10万 | 0.00% | 202 | -40 | -16.5% | -$2,180 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $1.10万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1.11万 | 0.00% | 77 | 5 | 6.9% | $719 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $1.11万 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $1.12万 | 0.00% | 33 | 3 | 10.0% | $1,018 | 加仓 |
| OC | OWENS CORNING NEW | $1.13万 | 0.00% | 104 | 12 | 13.0% | $1,299 | 加仓 |
| — | AGENUS INC | $1.13万 | 0.00% | 3,373 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS INC | $1.13万 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1.13万 | 0.00% | 1,503 | -6,142 | -80.3% | -$4.63万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.15万 | 0.00% | 220 | 12 | 5.8% | $627 | 加仓 |
| BAP | CREDICORP LTD | $1.15万 | 0.00% | 34 | -7 | -17.1% | -$2,374 | 减仓 |
| — | CALAMOS ETF TR | $1.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $1.16万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $1.16万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.16万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $1.17万 | 0.00% | 214 | -889 | -80.6% | -$4.85万 | 减仓 |
| CNH | CNH INDL N V | $1.17万 | 0.00% | 1,062 | 596 | 127.9% | $6,556 | 加仓 |
| DORM | DORMAN PRODS INC | $1.18万 | 0.00% | 113 | -522 | -82.2% | -$5.45万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $1.18万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $1.18万 | 0.00% | 149 | -82 | -35.5% | -$6,500 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1.18万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $1.19万 | 0.00% | 1,302 | 714 | 121.4% | $6,519 | 加仓 |
| VNOM | VIPER ENERGY INC | $1.19万 | 0.00% | 253 | -52 | -17.0% | -$2,443 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD | $1.19万 | 0.00% | 1,083 | 320 | 41.9% | $3,520 | 加仓 |
| KEX | KIRBY CORP | $1.20万 | 0.00% | 90 | -1 | -1.1% | -$133 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $1.20万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.21万 | 0.00% | 514 | -119 | -18.8% | -$2,794 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.21万 | 0.00% | 7 | -88 | -92.6% | -$15.22万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $1.21万 | 0.00% | 362 | -904 | -71.4% | -$3.03万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.22万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $1.22万 | 0.00% | 963 | 607 | 170.5% | $7,679 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.22万 | 0.00% | 71 | -617 | -89.7% | -$10.62万 | 减仓 |
| HXL | HEXCEL CORP NEW | $1.22万 | 0.00% | 151 | -2 | -1.3% | -$162 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1.23万 | 0.00% | 2,096 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1.24万 | 0.00% | 86 | 14 | 19.4% | $2,011 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $1.24万 | 0.00% | 288 | 288 | — | $1.24万 | 新建仓 |
| IIIN | INSTEEL INDS INC | $1.24万 | 0.00% | 368 | 28 | 8.2% | $941 | 加仓 |
| URGN | UROGEN PHARMA LTD | $1.24万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $1.24万 | 0.00% | 3,119 | -760 | -19.6% | -$3,025 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $1.24万 | 0.00% | 1,001 | 1,001 | — | $1.24万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.25万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1.25万 | 0.00% | 310 | -828 | -72.8% | -$3.34万 | 减仓 |
| — | INOGEN INC | $1.25万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.26万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.26万 | 0.00% | 160 | 19 | 13.5% | $1,496 | 加仓 |
| SLM | SLM CORP | $1.26万 | 0.00% | 589 | 77 | 15.0% | $1,649 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.26万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $1.26万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $1.27万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.27万 | 0.00% | 230 | 23 | 11.1% | $1,271 | 加仓 |
| ICVT | ISHARES TR | $1.27万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $1.28万 | 0.00% | 507 | -1 | -0.2% | -$25 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1.28万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $1.28万 | 0.00% | 1,231 | 128 | 11.6% | $1,331 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $1.29万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $1.29万 | 0.00% | 257 | -17 | -6.2% | -$855 | 减仓 |
| G | GENPACT LIMITED | $1.29万 | 0.00% | 347 | 70 | 25.3% | $2,608 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1.29万 | 0.00% | 325 | -1,303 | -80.0% | -$5.19万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1.30万 | 0.00% | 1,531 | 1,531 | — | $1.30万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $1.30万 | 0.00% | 71 | -55 | -43.7% | -$1.01万 | 减仓 |
| OMER | OMEROS CORP | $1.30万 | 0.00% | 1,231 | 1,231 | — | $1.30万 | 新建仓 |
| BANF | BANCFIRST CORP | $1.30万 | 0.00% | 120 | -371 | -75.6% | -$4.03万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $1.31万 | 0.00% | 2,832 | -6,673 | -70.2% | -$3.08万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $1.31万 | 0.00% | 413 | 413 | — | $1.31万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $1.31万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $1.31万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.31万 | 0.00% | 180 | 37 | 25.9% | $2,700 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $1.31万 | 0.00% | 491 | -765 | -60.9% | -$2.05万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.32万 | 0.00% | 6 | 2 | 50.0% | $4,394 | 加仓 |
| — | BLUE FOUNDRY BANCORP | $1.32万 | 0.00% | 998 | 0 | 0.0% | — | 不变 |