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 |
|---|---|---|---|---|---|---|---|---|
| NTGR | NETGEAR INC | $2.03万 | 0.00% | 928 | -497 | -34.9% | -$1.09万 | 减仓 |
| ASH | ASHLAND INC | $2.04万 | 0.00% | 367 | -19 | -4.9% | -$1,057 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $2.04万 | 0.00% | 7,220 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2.05万 | 0.00% | 277 | -40 | -12.5% | -$2,920 | 减仓 |
| DUOL | DUOLINGO INC | $2.05万 | 0.00% | 208 | 9 | 4.5% | $887 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2.05万 | 0.00% | 779 | 128 | 19.7% | $3,374 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.06万 | 0.00% | 219 | -1 | -0.5% | -$94 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $2.06万 | 0.00% | 3,732 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $2.06万 | 0.00% | 109 | -4 | -3.5% | -$755 | 减仓 |
| EG | EVEREST GROUP LTD | $2.06万 | 0.00% | 63 | -2 | -3.1% | -$654 | 减仓 |
| NI | NISOURCE INC | $2.06万 | 0.00% | 442 | 32 | 7.8% | $1,493 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $2.07万 | 0.00% | 1,932 | 333 | 20.8% | $3,560 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $2.10万 | 0.00% | 153 | 4 | 2.7% | $548 | 加仓 |
| IXN | ISHARES TR | $2.10万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $2.10万 | 0.00% | 3,060 | 944 | 44.6% | $6,485 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.10万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| OSBC | OLD SECOND BANCORP INC DEL | $2.11万 | 0.00% | 1,045 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $2.11万 | 0.00% | 134 | 29 | 27.6% | $4,566 | 加仓 |
| SEIC | SEI INVTS CO | $2.11万 | 0.00% | 269 | -29 | -9.7% | -$2,276 | 减仓 |
| SSD | SIMPSON MFG INC | $2.11万 | 0.00% | 123 | -66 | -34.9% | -$1.13万 | 减仓 |
| AIZ | ASSURANT INC | $2.11万 | 0.00% | 97 | 1 | 1.0% | $218 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $2.11万 | 0.00% | 3,708 | -673 | -15.4% | -$3,836 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $2.11万 | 0.00% | 937 | 16 | 1.7% | $361 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.13万 | 0.00% | 426 | -454 | -51.6% | -$2.27万 | 减仓 |
| MEOH | METHANEX CORP | $2.14万 | 0.00% | 359 | -223 | -38.3% | -$1.33万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $2.14万 | 0.00% | 1,166 | 525 | 81.9% | $9,628 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2.14万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $2.14万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $2.15万 | 0.00% | 1,668 | 1,668 | — | $2.15万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $2.15万 | 0.00% | 212 | 212 | — | $2.15万 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $2.16万 | 0.00% | 566 | -280 | -33.1% | -$1.07万 | 减仓 |
| HRB | BLOCK H & R INC | $2.16万 | 0.00% | 680 | 657 | 2,856.5% | $2.09万 | 加仓 |
| MP | MP MATERIALS CORP | $2.16万 | 0.00% | 448 | 50 | 12.6% | $2,413 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $2.17万 | 0.00% | 515 | 515 | — | $2.17万 | 新建仓 |
| CHWY | CHEWY INC | $2.17万 | 0.00% | 803 | 803 | — | $2.17万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $2.18万 | 0.00% | 385 | -41 | -9.6% | -$2,322 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $2.19万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $2.21万 | 0.00% | 170 | 38 | 28.8% | $4,934 | 加仓 |
| BSRR | SIERRA BANCORP | $2.21万 | 0.00% | 652 | -84 | -11.4% | -$2,849 | 减仓 |
| UAA | UNDER ARMOUR INC | $2.21万 | 0.00% | 3,745 | 543 | 17.0% | $3,209 | 加仓 |
| — | MEDIWOUND LTD | $2.22万 | 0.00% | 1,377 | -1,101 | -44.4% | -$1.77万 | 减仓 |
| — | MFS CHARTER INCOME TR | $2.22万 | 0.00% | 3,662 | -1,043 | -22.2% | -$6,321 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $2.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.23万 | 0.00% | 231 | 95 | 69.9% | $9,165 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2.23万 | 0.00% | 258 | -616 | -70.5% | -$5.32万 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC | $2.23万 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.24万 | 0.00% | 1,050 | 492 | 88.2% | $1.05万 | 加仓 |
| TRMB | TRIMBLE INC | $2.24万 | 0.00% | 344 | 139 | 67.8% | $9,067 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.25万 | 0.00% | 1,026 | -2,132 | -67.5% | -$4.67万 | 减仓 |
| VIS | VANGUARD WORLD FD | $2.25万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $2.26万 | 0.00% | 119 | -63 | -34.6% | -$1.19万 | 减仓 |
| WULF | TERAWULF INC | $2.26万 | 0.00% | 1,564 | 1,450 | 1,271.9% | $2.09万 | 加仓 |
| BG | BUNGE GLOBAL SA | $2.26万 | 0.00% | 178 | 12 | 7.2% | $1,526 | 加仓 |
| — | THOMSON REUTERS CORP | $2.27万 | 0.00% | 252 | 3 | 1.2% | $270 | 加仓 |
| CWB | SPDR SERIES TRUST | $2.27万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $2.27万 | 0.00% | 111 | 5 | 4.7% | $1,022 | 加仓 |
| GDS | GDS HLDGS LTD | $2.27万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.28万 | 0.00% | 559 | -2,160 | -79.4% | -$8.81万 | 减仓 |
| ROL | ROLLINS INC | $2.28万 | 0.00% | 427 | 7 | 1.7% | $374 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $2.28万 | 0.00% | 1,217 | -341 | -21.9% | -$6,394 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.28万 | 0.00% | 594 | -3,890 | -86.8% | -$14.95万 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $2.28万 | 0.00% | 1,271 | 73 | 6.1% | $1,312 | 加仓 |
| EWZ | ISHARES INC | $2.28万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $2.28万 | 0.00% | 570 | 570 | — | $2.28万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2.29万 | 0.00% | 1,915 | -3,773 | -66.3% | -$4.50万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $2.30万 | 0.00% | 630 | -528 | -45.6% | -$1.93万 | 减仓 |
| PPL | PPL CORP | $2.30万 | 0.00% | 602 | 55 | 10.1% | $2,101 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $2.31万 | 0.00% | 256 | 24 | 10.3% | $2,163 | 加仓 |
| BIO | BIO RAD LABS INC | $2.31万 | 0.00% | 83 | -7 | -7.8% | -$1,951 | 减仓 |
| UNIT | UNITI GROUP LLC | $2.32万 | 0.00% | 2,470 | 2,110 | 586.1% | $1.98万 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $2.32万 | 0.00% | 4,330 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $2.34万 | 0.00% | 612 | 308 | 101.3% | $1.18万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $2.34万 | 0.00% | 338 | -583 | -63.3% | -$4.03万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $2.34万 | 0.00% | 1,131 | 78 | 7.4% | $1,615 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.34万 | 0.00% | 291 | 76 | 35.3% | $6,123 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $2.35万 | 0.00% | 600 | 551 | 1,124.5% | $2.16万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $2.35万 | 0.00% | 710 | 68 | 10.6% | $2,249 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.35万 | 0.00% | 113 | -19 | -14.4% | -$3,955 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $2.35万 | 0.00% | 2,473 | 604 | 32.3% | $5,750 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $2.36万 | 0.00% | 1,679 | -433 | -20.5% | -$6,079 | 减仓 |
| GEF | GREIF INC | $2.37万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| PSFF | PACER FDS TR | $2.37万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2.37万 | 0.00% | 1,018 | 1,001 | 5,888.2% | $2.33万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $2.37万 | 0.00% | 301 | 6 | 2.0% | $473 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $2.37万 | 0.00% | 895 | -1,273 | -58.7% | -$3.38万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.38万 | 0.00% | 411 | 158 | 62.5% | $9,132 | 加仓 |
| — | PROASSURANCE CORP | $2.40万 | 0.00% | 971 | 93 | 10.6% | $2,299 | 加仓 |
| CSR | CENTERSPACE | $2.41万 | 0.00% | 419 | 21 | 5.3% | $1,206 | 加仓 |
| TSN | TYSON FOODS INC | $2.42万 | 0.00% | 377 | -51 | -11.9% | -$3,268 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $2.42万 | 0.00% | 158 | 91 | 135.8% | $1.39万 | 加仓 |
| — | AMERICAN RES CORP | $2.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $2.43万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $2.43万 | 0.00% | 469 | -9 | -1.9% | -$466 | 减仓 |
| CRK | COMSTOCK RES INC | $2.43万 | 0.00% | 1,152 | 49 | 4.4% | $1,033 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.43万 | 0.00% | 319 | -1,541 | -82.8% | -$11.74万 | 减仓 |
| ELF | E L F BEAUTY INC | $2.44万 | 0.00% | 402 | 8 | 2.0% | $485 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $2.44万 | 0.00% | 1,272 | 118 | 10.2% | $2,261 | 加仓 |
| PGNY | PROGYNY INC | $2.44万 | 0.00% | 1,439 | 98 | 7.3% | $1,664 | 加仓 |
| DVA | DAVITA INC | $2.44万 | 0.00% | 159 | 13 | 8.9% | $1,998 | 加仓 |
| ASTE | ASTEC INDS INC | $2.45万 | 0.00% | 455 | 21 | 4.8% | $1,131 | 加仓 |