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 |
|---|---|---|---|---|---|---|---|---|
| MNDY | MONDAY COM LTD | $1.66万 | 0.00% | 240 | 56 | 30.4% | $3,870 | 加仓 |
| DCO | DUCOMMUN INC DEL | $1.66万 | 0.00% | 136 | 1 | 0.7% | $122 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $1.66万 | 0.00% | 485 | -72 | -12.9% | -$2,467 | 减仓 |
| HUM | HUMANA INC | $1.66万 | 0.00% | 96 | -58 | -37.7% | -$1.01万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $1.67万 | 0.00% | 1,314 | -322 | -19.7% | -$4,086 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $1.67万 | 0.00% | 684 | 34 | 5.2% | $829 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $1.67万 | 0.00% | 2,779 | -1,611 | -36.7% | -$9,682 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $1.67万 | 0.00% | 1,465 | 938 | 178.0% | $1.07万 | 加仓 |
| DXCM | DEXCOM INC | $1.68万 | 0.00% | 267 | 41 | 18.1% | $2,575 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.68万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.70万 | 0.00% | 86 | -1 | -1.1% | -$197 | 减仓 |
| QNST | QUINSTREET INC | $1.70万 | 0.00% | 1,416 | 1,058 | 295.5% | $1.27万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.70万 | 0.00% | 720 | -543 | -43.0% | -$1.29万 | 减仓 |
| BIDU | BAIDU INC | $1.70万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $1.71万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1.71万 | 0.00% | 340 | 340 | — | $1.71万 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $1.72万 | 0.00% | 667 | 23 | 3.6% | $594 | 加仓 |
| CLFD | CLEARFIELD INC | $1.72万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $1.72万 | 0.00% | 213 | 12 | 6.0% | $971 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.73万 | 0.00% | 258 | 80 | 44.9% | $5,366 | 加仓 |
| GTLB | GITLAB INC | $1.73万 | 0.00% | 800 | 788 | 6,566.7% | $1.71万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $1.73万 | 0.00% | 3,257 | 1,861 | 133.3% | $9,900 | 加仓 |
| AES | AES CORP | $1.74万 | 0.00% | 1,233 | 136 | 12.4% | $1,916 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC | $1.74万 | 0.00% | 1,056 | 42 | 4.1% | $694 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $1.74万 | 0.00% | 1,221 | 133 | 12.2% | $1,901 | 加仓 |
| NSP | INSPERITY INC | $1.75万 | 0.00% | 646 | 536 | 487.3% | $1.45万 | 加仓 |
| MGNI | MAGNITE INC | $1.75万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $1.76万 | 0.00% | 480 | 271 | 129.7% | $9,916 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1.76万 | 0.00% | 326 | 32 | 10.9% | $1,724 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.76万 | 0.00% | 199 | -38 | -16.0% | -$3,362 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $1.76万 | 0.00% | 1,534 | -4,339 | -73.9% | -$4.99万 | 减仓 |
| BILI | BILIBILI INC | $1.77万 | 0.00% | 783 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $1.77万 | 0.00% | 449 | 46 | 11.4% | $1,810 | 加仓 |
| TRUP | TRUPANION INC | $1.77万 | 0.00% | 690 | -91 | -11.7% | -$2,331 | 减仓 |
| QLYS | QUALYS INC | $1.77万 | 0.00% | 202 | -41 | -16.9% | -$3,602 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1.78万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.78万 | 0.00% | 115 | -25 | -17.9% | -$3,874 | 减仓 |
| OXM | OXFORD INDS INC | $1.78万 | 0.00% | 463 | -398 | -46.2% | -$1.53万 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $1.79万 | 0.00% | 1,595 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $1.79万 | 0.00% | 2,103 | 2,103 | — | $1.79万 | 新建仓 |
| AZTA | AZENTA INC | $1.79万 | 0.00% | 849 | -568 | -40.1% | -$1.20万 | 减仓 |
| INCY | INCYTE CORP | $1.80万 | 0.00% | 191 | 3 | 1.6% | $282 | 加仓 |
| CPAY | CORPAY INC | $1.80万 | 0.00% | 62 | 1 | 1.6% | $291 | 加仓 |
| M | MACYS INC | $1.81万 | 0.00% | 999 | -375 | -27.3% | -$6,784 | 减仓 |
| EWP | ISHARES INC | $1.81万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $1.81万 | 0.00% | 1,591 | -676 | -29.8% | -$7,686 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1.81万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $1.82万 | 0.00% | 388 | 31 | 8.7% | $1,454 | 加仓 |
| IXUS | ISHARES TR | $1.82万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $1.82万 | 0.00% | 25 | -4 | -13.8% | -$2,912 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.82万 | 0.00% | 736 | -354 | -32.5% | -$8,770 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $1.82万 | 0.00% | 1,893 | -697 | -26.9% | -$6,719 | 减仓 |
| PJT | PJT PARTNERS INC | $1.83万 | 0.00% | 131 | -316 | -70.7% | -$4.42万 | 减仓 |
| CLS | CELESTICA INC | $1.83万 | 0.00% | 65 | -39 | -37.5% | -$1.10万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $1.83万 | 0.00% | 590 | 12 | 2.1% | $373 | 加仓 |
| HEI | HEICO CORP NEW | $1.84万 | 0.00% | 67 | 6 | 9.8% | $1,645 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $1.84万 | 0.00% | 2,499 | 89 | 3.7% | $655 | 加仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $1.84万 | 0.00% | 2,404 | -708 | -22.8% | -$5,430 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $1.85万 | 0.00% | 873 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORPORATION | $1.85万 | 0.00% | 137 | 76 | 124.6% | $1.03万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $1.85万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $1.85万 | 0.00% | 2,497 | -95 | -3.7% | -$705 | 减仓 |
| DX | DYNEX CAP INC | $1.85万 | 0.00% | 1,453 | -550 | -27.5% | -$7,018 | 减仓 |
| VAL | VALARIS LTD | $1.86万 | 0.00% | 190 | -716 | -79.0% | -$7.02万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $1.87万 | 0.00% | 451 | -132 | -22.6% | -$5,467 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $1.87万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $1.87万 | 0.00% | 376 | -107 | -22.2% | -$5,328 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $1.87万 | 0.00% | 1,305 | -1,468 | -52.9% | -$2.11万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $1.87万 | 0.00% | 812 | 217 | 36.5% | $5,006 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $1.88万 | 0.00% | 939 | 312 | 49.8% | $6,231 | 加仓 |
| ZS | ZSCALER INC | $1.88万 | 0.00% | 134 | 73 | 119.7% | $1.02万 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $1.88万 | 0.00% | 4,313 | 825 | 23.7% | $3,605 | 加仓 |
| AGNT | EXP WORLD HLDGS INC | $1.89万 | 0.00% | 3,154 | 952 | 43.2% | $5,702 | 加仓 |
| CXM | SPRINKLR INC | $1.90万 | 0.00% | 3,163 | 2,235 | 240.8% | $1.34万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $1.90万 | 0.00% | 888 | 181 | 25.6% | $3,875 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.90万 | 0.00% | 5,195 | -1,237 | -19.2% | -$4,527 | 减仓 |
| PPG | PPG INDS INC | $1.92万 | 0.00% | 180 | 24 | 15.4% | $2,565 | 加仓 |
| SITM | SITIME CORP | $1.93万 | 0.00% | 56 | -374 | -87.0% | -$12.92万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $1.94万 | 0.00% | 216 | -146 | -40.3% | -$1.31万 | 减仓 |
| GRFS | GRIFOLS S A | $1.94万 | 0.00% | 2,422 | 58 | 2.5% | $465 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1.95万 | 0.00% | 1,732 | -713 | -29.2% | -$8,007 | 减仓 |
| WSBF | WATERSTONE FINL INC MD | $1.95万 | 0.00% | 1,080 | -201 | -15.7% | -$3,624 | 减仓 |
| RMR | RMR GROUP INC | $1.95万 | 0.00% | 1,260 | -1 | -0.1% | -$15 | 减仓 |
| YEXT | YEXT INC | $1.96万 | 0.00% | 5,097 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.96万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.96万 | 0.00% | 301 | 255 | 554.3% | $1.66万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.96万 | 0.00% | 171 | 44 | 34.6% | $5,053 | 加仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $1.97万 | 0.00% | 1,451 | -659 | -31.2% | -$8,949 | 减仓 |
| MORN | MORNINGSTAR INC | $1.98万 | 0.00% | 117 | 1 | 0.9% | $169 | 加仓 |
| — | MISTER CAR WASH INC | $1.98万 | 0.00% | 2,841 | 143 | 5.3% | $997 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.98万 | 0.00% | 286 | 31 | 12.2% | $2,148 | 加仓 |
| — | SILA REALTY TRUST INC | $1.98万 | 0.00% | 837 | 837 | — | $1.98万 | 新建仓 |
| TCBK | TRICO BANCSHARES | $2.00万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $2.00万 | 0.00% | 153 | -2 | -1.3% | -$262 | 减仓 |
| IRM | IRON MTN INC DEL | $2.00万 | 0.00% | 196 | 26 | 15.3% | $2,656 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $2.01万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $2.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $2.01万 | 0.00% | 1,119 | 642 | 134.6% | $1.16万 | 加仓 |
| CLH | CLEAN HARBORS INC | $2.02万 | 0.00% | 71 | -2 | -2.7% | -$569 | 减仓 |
| — | CHART INDS INC | $2.03万 | 0.00% | 98 | -8 | -7.5% | -$1,654 | 减仓 |