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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $2.14万 | 0.00% | 117 | 3 | 2.6% | $548 | 加仓 |
| ES | EVERSOURCE ENERGY | $2.14万 | 0.00% | 296 | 10 | 3.5% | $723 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $2.14万 | 0.00% | 537 | 161 | 42.8% | $6,414 | 加仓 |
| ECH | ISHARES INC | $2.14万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $2.14万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2.15万 | 0.00% | 91 | 5 | 5.8% | $1,180 | 加仓 |
| — | AMERICAN RES CORP | $2.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $2.15万 | 0.00% | 174 | 112 | 180.6% | $1.39万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.16万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2.16万 | 0.00% | 516 | -531 | -50.7% | -$2.23万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.17万 | 0.00% | 40 | -6 | -13.0% | -$3,251 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.17万 | 0.00% | 57 | -17 | -23.0% | -$6,466 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.17万 | 0.00% | 335 | -76 | -18.5% | -$4,921 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $2.17万 | 0.00% | 1,012 | -788 | -43.8% | -$1.69万 | 减仓 |
| ROL | ROLLINS INC | $2.17万 | 0.00% | 520 | 93 | 21.8% | $3,882 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2.18万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $2.18万 | 0.00% | 112 | 1 | 0.9% | $195 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $2.18万 | 0.00% | 241 | 13 | 5.7% | $1,177 | 加仓 |
| UPWK | UPWORK INC | $2.20万 | 0.00% | 2,627 | -206 | -7.3% | -$1,722 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $2.20万 | 0.00% | 419 | 11 | 2.7% | $577 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2.21万 | 0.00% | 151 | -134 | -47.0% | -$1.96万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $2.21万 | 0.00% | 582 | 515 | 768.7% | $1.96万 | 加仓 |
| STNE | STONECO LTD | $2.22万 | 0.00% | 2,046 | -4,114 | -66.8% | -$4.46万 | 减仓 |
| INCY | INCYTE CORP | $2.22万 | 0.00% | 196 | 5 | 2.6% | $567 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $2.22万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| HVT | HAVERTY FURNITURE COS INC | $2.23万 | 0.00% | 873 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2.23万 | 0.00% | 1,915 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $2.23万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $2.23万 | 0.00% | 67 | 5 | 8.1% | $1,666 | 加仓 |
| WSBF | WATERSTONE FINL INC MD | $2.24万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $2.25万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $2.26万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $2.26万 | 0.00% | 3,542 | -203 | -5.4% | -$1,297 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $2.27万 | 0.00% | 267 | 267 | — | $2.27万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $2.28万 | 0.00% | 1,449 | -2 | -0.1% | -$31 | 减仓 |
| GOLD | GOLD COM INC | $2.28万 | 0.00% | 548 | -22 | -3.9% | -$915 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $2.28万 | 0.00% | 1,078 | 139 | 14.8% | $2,941 | 加仓 |
| TDOC | TELADOC HEALTH INC | $2.29万 | 0.00% | 2,701 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $2.30万 | 0.00% | 402 | 25 | 6.6% | $1,431 | 加仓 |
| EG | EVEREST GROUP LTD | $2.32万 | 0.00% | 65 | 2 | 3.2% | $714 | 加仓 |
| WING | WINGSTOP INC | $2.32万 | 0.00% | 134 | 19 | 16.5% | $3,295 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $2.33万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.33万 | 0.00% | 491 | 49 | 11.1% | $2,330 | 加仓 |
| VNO | VORNADO RLTY TR | $2.34万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2.35万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $2.35万 | 0.00% | 66 | -1 | -1.5% | -$356 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $2.35万 | 0.00% | 1,165 | 882 | 311.7% | $1.78万 | 加仓 |
| WD | WALKER & DUNLOP INC | $2.35万 | 0.00% | 430 | 356 | 481.1% | $1.95万 | 加仓 |
| SEIC | SEI INVTS CO | $2.36万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $2.36万 | 0.00% | 4,330 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $2.37万 | 0.00% | 478 | -2 | -0.4% | -$99 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $2.37万 | 0.00% | 1,275 | 4 | 0.3% | $74 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $2.38万 | 0.00% | 2,541 | 42 | 1.7% | $394 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $2.40万 | 0.00% | 860 | 450 | 109.8% | $1.26万 | 加仓 |
| M | MACYS INC | $2.41万 | 0.00% | 1,022 | 23 | 2.3% | $542 | 加仓 |
| SPT | SPROUT SOCIAL INC | $2.42万 | 0.00% | 3,199 | 1,823 | 132.5% | $1.38万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $2.42万 | 0.00% | 1,015 | -15 | -1.5% | -$358 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $2.43万 | 0.00% | 6,452 | 1,257 | 24.2% | $4,739 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $2.44万 | 0.00% | 1,045 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.44万 | 0.00% | 280 | 22 | 8.5% | $1,915 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2.44万 | 0.00% | 8,326 | 73 | 0.9% | $214 | 加仓 |
| ENOV | ENOVIS CORPORATION | $2.44万 | 0.00% | 1,179 | 15 | 1.3% | $310 | 加仓 |
| MNRO | MONRO INC | $2.46万 | 0.00% | 1,438 | -6,217 | -81.2% | -$10.64万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $2.46万 | 0.00% | 3,462 | 2,880 | 494.8% | $2.05万 | 加仓 |
| BEKE | KE HLDGS INC | $2.47万 | 0.00% | 1,700 | -110 | -6.1% | -$1,598 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.48万 | 0.00% | 245 | -11 | -4.3% | -$1,112 | 减仓 |
| COKE | COCA COLA CONS INC | $2.48万 | 0.00% | 130 | 1 | 0.8% | $191 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $2.48万 | 0.00% | 1,772 | 668 | 60.5% | $9,359 | 重新持有 |
| VUSB | VANGUARD BD INDEX FDS | $2.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $2.49万 | 0.00% | 632 | 609 | 2,647.8% | $2.40万 | 加仓 |
| GEN | GEN DIGITAL INC | $2.49万 | 0.00% | 1,002 | 719 | 254.1% | $1.79万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $2.51万 | 0.00% | 2,021 | 556 | 38.0% | $6,900 | 加仓 |
| GTLB | GITLAB INC | $2.51万 | 0.00% | 822 | 22 | 2.8% | $672 | 加仓 |
| QGEN | QIAGEN NV | $2.52万 | 0.00% | 644 | 428 | 198.1% | $1.67万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $2.52万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $2.52万 | 0.00% | 8,264 | 8,264 | — | $2.52万 | 新建仓 |
| PPG | PPG INDS INC | $2.52万 | 0.00% | 208 | 28 | 15.6% | $3,396 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2.53万 | 0.00% | 103 | -4 | -3.7% | -$981 | 减仓 |
| URGN | UROGEN PHARMA LTD | $2.53万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| PSFF | PACER FDS TR | $2.54万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $2.54万 | 0.00% | 185 | 51 | 38.1% | $7,006 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $2.54万 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2.54万 | 0.00% | 247 | 4 | 1.6% | $412 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2.55万 | 0.00% | 1,475 | 474 | 47.4% | $8,205 | 加仓 |
| HRB | BLOCK H & R INC | $2.56万 | 0.00% | 671 | -9 | -1.3% | -$343 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $2.56万 | 0.00% | 127 | -28 | -18.1% | -$5,637 | 减仓 |
| MTDR | MATADOR RES CO | $2.56万 | 0.00% | 515 | -25 | -4.6% | -$1,245 | 减仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $2.58万 | 0.00% | 2,265 | 333 | 17.2% | $3,800 | 加仓 |
| RMR | RMR GROUP INC | $2.59万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $2.59万 | 0.00% | 1,041 | 27 | 2.7% | $672 | 加仓 |
| CLFD | CLEARFIELD INC | $2.59万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.59万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $2.60万 | 0.00% | 324 | -681 | -67.8% | -$5.46万 | 减仓 |
| AIZ | ASSURANT INC | $2.60万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $2.61万 | 0.00% | 2,534 | 1,454 | 134.6% | $1.50万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $2.61万 | 0.00% | 4,821 | 1,641 | 51.6% | $8,894 | 加仓 |
| WY | WEYERHAEUSER CO | $2.63万 | 0.00% | 1,097 | -54 | -4.7% | -$1,293 | 减仓 |
| CRK | COMSTOCK RES INC | $2.63万 | 0.00% | 1,761 | 609 | 52.9% | $9,086 | 加仓 |
| GEF | GREIF INC | $2.63万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $2.63万 | 0.00% | 665 | -8 | -1.2% | -$316 | 减仓 |