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 |
|---|---|---|---|---|---|---|---|---|
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.69万 | 0.00% | 436 | -193 | -30.7% | -$7,466 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1.69万 | 0.00% | 301 | 9 | 3.1% | $505 | 加仓 |
| GDS | GDS HLDGS LTD | $1.69万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.69万 | 0.00% | 888 | 231 | 35.2% | $4,407 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $1.70万 | 0.00% | 1,004 | 132 | 15.1% | $2,237 | 加仓 |
| RH | RH | $1.71万 | 0.00% | 104 | -6 | -5.5% | -$988 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $1.71万 | 0.00% | 440 | -3 | -0.7% | -$117 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1.72万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $1.72万 | 0.00% | 87 | 1 | 1.2% | $198 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.72万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.73万 | 0.00% | 146 | -25 | -14.6% | -$2,955 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1.73万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | ASTRONOVA INC | $1.73万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $1.73万 | 0.00% | 697 | 13 | 1.9% | $322 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.73万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.73万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1.75万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | XAI FLOATING RATE & ALTER IN | $1.75万 | 0.00% | 1,000 | 119 | 13.5% | $2,088 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1.77万 | 0.00% | 1,183 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1.80万 | 0.00% | 215 | 10 | 4.9% | $835 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $1.80万 | 0.00% | 1,616 | 1,068 | 194.9% | $1.19万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1.80万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.80万 | 0.00% | 238 | 1 | 0.4% | $76 | 加仓 |
| AES | AES CORP | $1.81万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $1.81万 | 0.00% | 249 | 249 | — | $1.81万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $1.81万 | 0.00% | 2,070 | 768 | 59.0% | $6,720 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.82万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $1.83万 | 0.00% | 483 | -143 | -22.8% | -$5,405 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $1.83万 | 0.00% | 1,058 | 13 | 1.2% | $224 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $1.83万 | 0.00% | 183 | -406 | -68.9% | -$4.06万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $1.83万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.83万 | 0.00% | 327 | -121 | -27.0% | -$6,777 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $1.83万 | 0.00% | 256 | -653 | -71.8% | -$4.68万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.85万 | 0.00% | 542 | 542 | — | $1.85万 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC | $1.85万 | 0.00% | 412 | 7 | 1.7% | $314 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $1.85万 | 0.00% | 204 | -14 | -6.4% | -$1,270 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.86万 | 0.00% | 71 | -42 | -37.2% | -$1.10万 | 减仓 |
| MATW | MATTHEWS INTL CORP | $1.86万 | 0.00% | 690 | 23 | 3.4% | $619 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.86万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1.86万 | 0.00% | 117 | 13 | 12.5% | $2,066 | 加仓 |
| CERT | CERTARA INC | $1.86万 | 0.00% | 2,840 | 1,877 | 194.9% | $1.23万 | 加仓 |
| BXP | BXP INC | $1.86万 | 0.00% | 281 | 75 | 36.4% | $4,973 | 加仓 |
| CDXS | CODEXIS INC | $1.87万 | 0.00% | 8,273 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $1.87万 | 0.00% | 2,779 | 0 | 0.0% | — | 不变 |
| UGP | ULTRAPAR PARTICIPACOES SA | $1.87万 | 0.00% | 3,732 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION | $1.88万 | 0.00% | 2,205 | 1,719 | 353.7% | $1.46万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $1.88万 | 0.00% | 1,235 | 4 | 0.3% | $61 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1.89万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1.89万 | 0.00% | 1,287 | 228 | 21.5% | $3,354 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $1.90万 | 0.00% | 3,801 | 3,801 | — | $1.90万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $1.91万 | 0.00% | 1,098 | 20 | 1.9% | $347 | 加仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $1.91万 | 0.00% | 2,404 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.91万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $1.92万 | 0.00% | 180 | 2 | 1.1% | $213 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1.93万 | 0.00% | 85 | 4 | 4.9% | $907 | 加仓 |
| IEX | IDEX CORP | $1.93万 | 0.00% | 85 | -34 | -28.6% | -$7,716 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.93万 | 0.00% | 366 | 50 | 15.8% | $2,642 | 加仓 |
| EXEL | EXELIXIS INC | $1.94万 | 0.00% | 357 | 2 | 0.6% | $109 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $1.95万 | 0.00% | 156 | 3 | 2.0% | $375 | 加仓 |
| MKL | MARKEL GROUP INC | $1.95万 | 0.00% | 10 | 5 | 100.0% | $9,765 | 加仓 |
| BIO | BIO RAD LABS INC | $1.97万 | 0.00% | 67 | -16 | -19.3% | -$4,698 | 减仓 |
| EWP | ISHARES INC | $1.98万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.98万 | 0.00% | 284 | 7 | 2.5% | $488 | 加仓 |
| CNXN | PC CONNECTION INC | $1.99万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $1.99万 | 0.00% | 67 | -4 | -5.6% | -$1,186 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1.99万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $2.00万 | 0.00% | 97 | 17 | 21.2% | $3,508 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2.00万 | 0.00% | 107 | -2 | -1.8% | -$374 | 减仓 |
| IXUS | ISHARES TR | $2.00万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $2.01万 | 0.00% | 1,370 | 153 | 12.6% | $2,240 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.01万 | 0.00% | 603 | 9 | 1.5% | $300 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $2.01万 | 0.00% | 611 | -915 | -60.0% | -$3.01万 | 减仓 |
| MINT | PIMCO ETF TR | $2.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $2.02万 | 0.00% | 1,595 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.03万 | 0.00% | 284 | -208 | -42.3% | -$1.49万 | 减仓 |
| DXCM | DEXCOM INC | $2.03万 | 0.00% | 302 | 35 | 13.1% | $2,357 | 加仓 |
| COTY | COTY INC | $2.04万 | 0.00% | 9,429 | 6,854 | 266.2% | $1.48万 | 加仓 |
| SOLV | SOLVENTUM CORP | $2.04万 | 0.00% | 264 | 40 | 17.9% | $3,086 | 加仓 |
| P | EVERPURE INC | $2.04万 | 0.00% | 259 | 19 | 7.9% | $1,497 | 加仓 |
| ASH | ASHLAND INC | $2.04万 | 0.00% | 310 | -57 | -15.5% | -$3,756 | 减仓 |
| EWZ | ISHARES INC | $2.05万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.05万 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| GIII | G III APPAREL GROUP LTD | $2.06万 | 0.00% | 611 | 24 | 4.1% | $809 | 加仓 |
| MLKN | MILLERKNOLL INC | $2.06万 | 0.00% | 1,007 | -813 | -44.7% | -$1.66万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $2.07万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $2.07万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $2.07万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $2.08万 | 0.00% | 534 | 115 | 27.4% | $4,483 | 加仓 |
| PPL | PPL CORP | $2.09万 | 0.00% | 574 | -28 | -4.7% | -$1,018 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2.09万 | 0.00% | 188 | 44 | 30.6% | $4,898 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $2.09万 | 0.00% | 79 | 8 | 11.3% | $2,121 | 加仓 |
| GDX | VANECK ETF TRUST | $2.11万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $2.11万 | 0.00% | 128 | 110 | 611.1% | $1.81万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $2.11万 | 0.00% | 599 | 9 | 1.5% | $317 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $2.12万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $2.12万 | 0.00% | 1,182 | -1,276 | -51.9% | -$2.29万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $2.13万 | 0.00% | 4,392 | 1,135 | 34.8% | $5,493 | 加仓 |
| BUSE | FIRST BUSEY CORP | $2.13万 | 0.00% | 721 | -276 | -27.7% | -$8,142 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $2.13万 | 0.00% | 1,408 | 94 | 7.2% | $1,425 | 加仓 |