Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SDRL | SEADRILL LTD | $1.35万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $1.36万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $1.36万 | 0.00% | 262 | -7 | -2.6% | -$364 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $1.36万 | 0.00% | 511 | 511 | — | $1.36万 | 新建仓 |
| USPH | U S PHYSICAL THERAPY | $1.37万 | 0.00% | 200 | -380 | -65.5% | -$2.61万 | 减仓 |
| BANF | BANCFIRST CORP | $1.38万 | 0.00% | 124 | 4 | 3.3% | $445 | 加仓 |
| VAL | VALARIS LTD | $1.38万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $1.38万 | 0.00% | 559 | 17 | 3.1% | $420 | 加仓 |
| PII | POLARIS INC | $1.38万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $1.38万 | 0.00% | 1,445 | -146 | -9.2% | -$1,397 | 减仓 |
| BHVN | BIOHAVEN LTD | $1.38万 | 0.00% | 930 | 43 | 4.8% | $640 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $1.39万 | 0.00% | 1,428 | 734 | 105.8% | $7,120 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1.40万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1.40万 | 0.00% | 29 | 9 | 45.0% | $4,347 | 加仓 |
| EIX | EDISON INTL | $1.40万 | 0.00% | 189 | 9 | 5.0% | $668 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.41万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.41万 | 0.00% | 305 | -21 | -6.4% | -$970 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1.41万 | 0.00% | 1,016 | -327 | -24.3% | -$4,539 | 减仓 |
| CXM | SPRINKLR INC | $1.41万 | 0.00% | 2,737 | -426 | -13.5% | -$2,198 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1.41万 | 0.00% | 381 | 56 | 17.2% | $2,079 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $1.42万 | 0.00% | 403 | -30 | -6.9% | -$1,054 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.42万 | 0.00% | 297 | 21 | 7.6% | $1,003 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.42万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $1.42万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $1.43万 | 0.00% | 159 | -57 | -26.4% | -$5,110 | 减仓 |
| DBI | DESIGNER BRANDS INC | $1.43万 | 0.00% | 2,449 | 0 | 0.0% | — | 不变 |
| EROK | EAGLEROCK LD LLC | $1.43万 | 0.00% | 672 | 672 | — | $1.43万 | 新建仓 |
| — | INOGEN INC | $1.43万 | 0.00% | 2,217 | 190 | 9.4% | $1,226 | 加仓 |
| JBGS | JBG SMITH PPTYS | $1.43万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.44万 | 0.00% | 250 | 250 | — | $1.44万 | 新建仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $1.44万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.45万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $1.45万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1.45万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.45万 | 0.00% | 100 | 9 | 9.9% | $1,308 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1.46万 | 0.00% | 217 | 49 | 29.2% | $3,289 | 加仓 |
| IMMR | IMMERSION CORP | $1.46万 | 0.00% | 2,159 | 620 | 40.3% | $4,197 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.48万 | 0.00% | 94 | -4 | -4.1% | -$628 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.49万 | 0.00% | 100 | 11 | 12.4% | $1,636 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1.49万 | 0.00% | 855 | 659 | 336.2% | $1.15万 | 加仓 |
| FTV | FORTIVE CORP | $1.49万 | 0.00% | 244 | 14 | 6.1% | $855 | 加仓 |
| H | HYATT HOTELS CORP | $1.49万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1.49万 | 0.00% | 138 | -32 | -18.8% | -$3,464 | 减仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $1.50万 | 0.00% | 1,937 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $1.50万 | 0.00% | 300 | 12 | 4.2% | $600 | 加仓 |
| LFUS | LITTELFUSE INC | $1.50万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GDYN | GRID DYNAMICS HLDGS INC | $1.51万 | 0.00% | 2,654 | -1,054 | -28.4% | -$5,987 | 减仓 |
| DOCU | DOCUSIGN INC | $1.51万 | 0.00% | 340 | -439 | -56.4% | -$1.95万 | 减仓 |
| AGCO | AGCO CORP | $1.51万 | 0.00% | 127 | 1 | 0.8% | $119 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.52万 | 0.00% | 54 | 2 | 3.8% | $562 | 加仓 |
| BGS | B & G FOODS INC | $1.52万 | 0.00% | 3,820 | -4,758 | -55.5% | -$1.89万 | 减仓 |
| CBAN | COLONY BANKCORP INC | $1.52万 | 0.00% | 757 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $1.52万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $1.52万 | 0.00% | 1,551 | 20 | 1.3% | $196 | 加仓 |
| SLM | SLM CORP | $1.53万 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| ATEN | A10 NETWORKS INC | $1.53万 | 0.00% | 409 | 38 | 10.2% | $1,420 | 加仓 |
| EXP | EAGLE MATLS INC | $1.53万 | 0.00% | 68 | 12 | 21.4% | $2,700 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $1.53万 | 0.00% | 1,361 | 278 | 25.7% | $3,130 | 加仓 |
| FOX | FOX CORP | $1.54万 | 0.00% | 328 | 34 | 11.6% | $1,593 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $1.54万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $1.54万 | 0.00% | 455 | 9 | 2.0% | $304 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.54万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $1.54万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $1.55万 | 0.00% | 495 | 23 | 4.9% | $722 | 加仓 |
| CCK | CROWN HLDGS INC | $1.55万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $1.56万 | 0.00% | 2,575 | 1,950 | 312.0% | $1.18万 | 重新持有 |
| CNXC | CONCENTRIX CORP | $1.57万 | 0.00% | 700 | 604 | 629.2% | $1.35万 | 加仓 |
| OKLO | OKLO INC | $1.57万 | 0.00% | 300 | -852 | -74.0% | -$4.46万 | 减仓 |
| PBF | PBF ENERGY INC | $1.57万 | 0.00% | 345 | -4,576 | -93.0% | -$20.83万 | 减仓 |
| ENIC | ENEL CHILE SA | $1.58万 | 0.00% | 3,505 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $1.58万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.58万 | 0.00% | 54 | -164 | -75.2% | -$4.80万 | 减仓 |
| VTOL | BRISTOW GROUP INC | $1.59万 | 0.00% | 384 | -4 | -1.0% | -$165 | 减仓 |
| BROS | DUTCH BROS INC | $1.59万 | 0.00% | 221 | 8 | 3.8% | $574 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $1.59万 | 0.00% | 1,009 | -1 | -0.1% | -$16 | 减仓 |
| WU | WESTERN UN CO | $1.59万 | 0.00% | 2,068 | -14,101 | -87.2% | -$10.86万 | 减仓 |
| CGNX | COGNEX CORP | $1.59万 | 0.00% | 220 | 4 | 1.9% | $290 | 加仓 |
| SABR | SABRE CORP | $1.59万 | 0.00% | 7,625 | 7,492 | 5,633.1% | $1.57万 | 加仓 |
| OEF | ISHARES TR | $1.59万 | 0.00% | 44 | -48 | -52.2% | -$1.74万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $1.60万 | 0.00% | 387 | 75 | 24.0% | $3,102 | 加仓 |
| UA | UNDER ARMOUR INC | $1.60万 | 0.00% | 2,578 | -101 | -3.8% | -$628 | 减仓 |
| ILMN | ILLUMINA INC | $1.62万 | 0.00% | 92 | 3 | 3.4% | $527 | 加仓 |
| GDDY | GODADDY INC | $1.62万 | 0.00% | 191 | 104 | 119.5% | $8,827 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1.64万 | 0.00% | 31 | -3 | -8.8% | -$1,589 | 减仓 |
| UTMD | UTAH MED PRODS INC | $1.64万 | 0.00% | 238 | -4 | -1.7% | -$276 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $1.64万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1.65万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $1.65万 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP | $1.66万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1.66万 | 0.00% | 1,413 | -319 | -18.4% | -$3,745 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $1.66万 | 0.00% | 364 | 2 | 0.6% | $91 | 加仓 |
| USAR | USA RARE EARTH INC | $1.67万 | 0.00% | 772 | 239 | 44.8% | $5,158 | 加仓 |
| AOR | ISHARES TR | $1.67万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $1.67万 | 0.00% | 149 | -4 | -2.6% | -$448 | 减仓 |
| IWP | ISHARES TR | $1.67万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $1.67万 | 0.00% | 274 | 19 | 7.5% | $1,158 | 加仓 |
| OGE | OGE ENERGY CORP | $1.67万 | 0.00% | 344 | 9 | 2.7% | $438 | 加仓 |
| CAVA | CAVA GROUP INC | $1.68万 | 0.00% | 214 | 1 | 0.5% | $78 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1.68万 | 0.00% | 73 | 2 | 2.8% | $460 | 加仓 |