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 |
|---|---|---|---|---|---|---|---|---|
| — | SUNOPTA INC | $1.33万 | 0.00% | 2,054 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.34万 | 0.00% | 158 | 15 | 10.5% | $1,275 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.34万 | 0.00% | 98 | 9 | 10.1% | $1,234 | 加仓 |
| CDXS | CODEXIS INC | $1.35万 | 0.00% | 8,273 | 8,273 | — | $1.35万 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC | $1.35万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $1.36万 | 0.00% | 20 | -4 | -16.7% | -$2,724 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $1.36万 | 0.00% | 255 | 111 | 77.1% | $5,937 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.37万 | 0.00% | 600 | 56 | 10.3% | $1,277 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $1.37万 | 0.00% | 71 | -58 | -45.0% | -$1.12万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.38万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1.38万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1.38万 | 0.00% | 514 | -140 | -21.4% | -$3,759 | 减仓 |
| ENIC | ENEL CHILE SA | $1.38万 | 0.00% | 3,505 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $1.38万 | 0.00% | 802 | 687 | 597.4% | $1.18万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1.38万 | 0.00% | 269 | -1,438 | -84.2% | -$7.39万 | 减仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $1.39万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| DBI | DESIGNER BRANDS INC | $1.39万 | 0.00% | 2,449 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1.39万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $1.39万 | 0.00% | 1,133 | -247 | -17.9% | -$3,038 | 减仓 |
| CHE | CHEMED CORP NEW | $1.40万 | 0.00% | 37 | -55 | -59.8% | -$2.08万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1.40万 | 0.00% | 292 | 88 | 43.1% | $4,221 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $1.40万 | 0.00% | 628 | -1,014 | -61.8% | -$2.27万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $1.41万 | 0.00% | 1,253 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD | $1.42万 | 0.00% | 1,078 | 106 | 10.9% | $1,392 | 加仓 |
| P | EVERPURE INC | $1.42万 | 0.00% | 240 | -7 | -2.8% | -$413 | 减仓 |
| — | AVANOS MED INC | $1.42万 | 0.00% | 1,014 | 61 | 6.4% | $855 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $1.42万 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1.42万 | 0.00% | 81 | -272 | -77.1% | -$4.78万 | 减仓 |
| XYZ | BLOCK INC | $1.42万 | 0.00% | 237 | -3,857 | -94.2% | -$23.16万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $1.42万 | 0.00% | 640 | 285 | 80.3% | $6,344 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.43万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS | $1.43万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1.43万 | 0.00% | 1,057 | -481 | -31.3% | -$6,508 | 减仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $1.43万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $1.44万 | 0.00% | 872 | 750 | 614.8% | $1.23万 | 加仓 |
| — | AMICUS THERAPEUTIC | $1.44万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $1.44万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $1.45万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| CABO | CABLE ONE INC | $1.45万 | 0.00% | 159 | 77 | 93.9% | $7,023 | 加仓 |
| SITC | SITE CTRS CORP | $1.45万 | 0.00% | 2,692 | -613 | -18.5% | -$3,310 | 减仓 |
| AGCO | AGCO CORP | $1.45万 | 0.00% | 126 | 18 | 16.7% | $2,077 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $1.45万 | 0.00% | 1,045 | 575 | 122.3% | $8,004 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $1.46万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $1.46万 | 0.00% | 176 | -181 | -50.7% | -$1.50万 | 减仓 |
| IWP | ISHARES TR | $1.46万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.46万 | 0.00% | 224 | -23 | -9.3% | -$1,502 | 减仓 |
| VICR | VICOR CORP | $1.47万 | 0.00% | 91 | -448 | -83.1% | -$7.21万 | 减仓 |
| CNC | CENTENE CORP DEL | $1.47万 | 0.00% | 448 | 12 | 2.8% | $393 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.47万 | 0.00% | 316 | 162 | 105.2% | $7,520 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $1.47万 | 0.00% | 1,010 | -469 | -31.7% | -$6,819 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $1.47万 | 0.00% | 99 | 99 | — | $1.47万 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $1.47万 | 0.00% | 2,701 | 2,701 | — | $1.47万 | 新建仓 |
| NABL | N-ABLE INC | $1.48万 | 0.00% | 3,164 | 2,594 | 455.1% | $1.21万 | 加仓 |
| AMCR | AMCOR PLC | $1.48万 | 0.00% | 372 | 372 | — | $1.48万 | 新建仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $1.49万 | 0.00% | 1,937 | -403 | -17.2% | -$3,091 | 减仓 |
| FHI | FEDERATED HERMES INC | $1.49万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $1.49万 | 0.00% | 446 | 443 | 14,766.7% | $1.48万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $1.49万 | 0.00% | 312 | -961 | -75.5% | -$4.59万 | 减仓 |
| KT | KT CORP | $1.49万 | 0.00% | 696 | -193 | -21.7% | -$4,140 | 减仓 |
| UTMD | UTAH MED PRODS INC | $1.50万 | 0.00% | 242 | -96 | -28.4% | -$5,951 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1.50万 | 0.00% | 413 | -801 | -66.0% | -$2.91万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1.51万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| CBAN | COLONY BANKCORP INC | $1.51万 | 0.00% | 757 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $1.51万 | 0.00% | 408 | 24 | 6.2% | $889 | 加仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $1.51万 | 0.00% | 881 | 881 | — | $1.51万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.52万 | 0.00% | 168 | 34 | 25.4% | $3,074 | 加仓 |
| GBX | GREENBRIER COS INC | $1.52万 | 0.00% | 289 | 42 | 17.0% | $2,211 | 加仓 |
| EXEL | EXELIXIS INC | $1.52万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1.53万 | 0.00% | 1,059 | 864 | 443.1% | $1.25万 | 加仓 |
| RH | RH | $1.54万 | 0.00% | 110 | -84 | -43.3% | -$1.17万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $1.54万 | 0.00% | 443 | 51 | 13.0% | $1,772 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1.54万 | 0.00% | 71 | -166 | -70.0% | -$3.60万 | 减仓 |
| AOR | ISHARES TR | $1.54万 | 0.00% | 240 | -4,584 | -95.0% | -$29.50万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.55万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $1.55万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $1.55万 | 0.00% | 596 | 40 | 7.2% | $1,040 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1.55万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1.55万 | 0.00% | 2,679 | 238 | 9.8% | $1,378 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.56万 | 0.00% | 41 | 1 | 2.5% | $380 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $1.56万 | 0.00% | 228 | 15 | 7.0% | $1,025 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1.56万 | 0.00% | 1,183 | 984 | 494.5% | $1.30万 | 加仓 |
| RNG | RINGCENTRAL INC | $1.56万 | 0.00% | 419 | -1,033 | -71.1% | -$3.84万 | 减仓 |
| FOX | FOX CORP | $1.56万 | 0.00% | 294 | 51 | 21.0% | $2,708 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $1.57万 | 0.00% | 405 | 13 | 3.3% | $503 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.57万 | 0.00% | 144 | -367 | -71.8% | -$4.00万 | 减仓 |
| CNXN | PC CONNECTION INC | $1.59万 | 0.00% | 272 | 5 | 1.9% | $292 | 加仓 |
| GOGO | GOGO INC | $1.59万 | 0.00% | 3,961 | 3,961 | — | $1.59万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.59万 | 0.00% | 89 | 5 | 6.0% | $895 | 加仓 |
| SEZL | SEZZLE INC | $1.60万 | 0.00% | 253 | 70 | 38.3% | $4,430 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1.61万 | 0.00% | 81 | -142 | -63.7% | -$2.82万 | 减仓 |
| OGE | OGE ENERGY CORP | $1.61万 | 0.00% | 335 | 83 | 32.9% | $3,981 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $1.63万 | 0.00% | 587 | -345 | -37.0% | -$9,557 | 减仓 |
| SDRL | SEADRILL LTD | $1.63万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $1.63万 | 0.00% | 34 | 4 | 13.3% | $1,921 | 加仓 |
| XPO | XPO INC | $1.63万 | 0.00% | 84 | 30 | 55.6% | $5,836 | 加仓 |
| THO | THOR INDS INC | $1.64万 | 0.00% | 205 | 1 | 0.5% | $80 | 加仓 |
| ITT | ITT INC | $1.64万 | 0.00% | 86 | 3 | 3.6% | $572 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $1.64万 | 0.00% | 468 | -104 | -18.2% | -$3,650 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.64万 | 0.00% | 74 | 4 | 5.7% | $888 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |