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 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $2.66万 | 0.00% | 66 | -2 | -2.9% | -$805 | 减仓 |
| BSRR | SIERRA BANCORP | $2.66万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $2.67万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $2.67万 | 0.00% | 1,586 | -100 | -5.9% | -$1,682 | 减仓 |
| MSTR | STRATEGY INC | $2.67万 | 0.00% | 307 | -256 | -45.5% | -$2.23万 | 减仓 |
| AVY | AVERY DENNISON CORP | $2.68万 | 0.00% | 165 | -17 | -9.3% | -$2,760 | 减仓 |
| OKTA | OKTA INC | $2.69万 | 0.00% | 197 | 37 | 23.1% | $5,049 | 加仓 |
| IRM | IRON MTN INC DEL | $2.69万 | 0.00% | 213 | 17 | 8.7% | $2,147 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $2.69万 | 0.00% | 2,388 | 1,662 | 228.9% | $1.87万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2.70万 | 0.00% | 671 | 671 | — | $2.70万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.70万 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $2.71万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $2.71万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $2.71万 | 0.00% | 192 | 58 | 43.3% | $8,187 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $2.71万 | 0.00% | 355 | 17 | 5.0% | $1,299 | 加仓 |
| GFI | GOLD FIELDS LTD | $2.72万 | 0.00% | 809 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.72万 | 0.00% | 307 | -12 | -3.8% | -$1,063 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $2.72万 | 0.00% | 826 | 14 | 1.7% | $461 | 加仓 |
| SPHY | SPDR SERIES TRUST | $2.73万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $2.73万 | 0.00% | 5,044 | 335 | 7.1% | $1,816 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.74万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $2.76万 | 0.00% | 371 | -634 | -63.1% | -$4.72万 | 减仓 |
| — | TOPBUILD COR | $2.77万 | 0.00% | 78 | 1 | 1.3% | $355 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $2.77万 | 0.00% | 754 | -220 | -22.6% | -$8,090 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $2.78万 | 0.00% | 1,003 | -259 | -20.5% | -$7,174 | 减仓 |
| TECK | TECK RESOURCES LTD | $2.78万 | 0.00% | 468 | -1 | -0.2% | -$59 | 减仓 |
| MGNI | MAGNITE INC | $2.80万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.80万 | 0.00% | 572 | -762 | -57.1% | -$3.73万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $2.82万 | 0.00% | 324 | 207 | 176.9% | $1.80万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2.82万 | 0.00% | 257 | 26 | 11.3% | $2,854 | 加仓 |
| VOD | VODAFONE GROUP PLC | $2.83万 | 0.00% | 2,137 | 100 | 4.9% | $1,323 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $2.83万 | 0.00% | 1,560 | -748 | -32.4% | -$1.36万 | 减仓 |
| ASTE | ASTEC INDS INC | $2.83万 | 0.00% | 463 | 8 | 1.8% | $490 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $2.83万 | 0.00% | 282 | -132 | -31.9% | -$1.33万 | 减仓 |
| OI | O-I GLASS INC | $2.88万 | 0.00% | 2,990 | 2,461 | 465.2% | $2.37万 | 加仓 |
| PNR | PENTAIR PLC | $2.88万 | 0.00% | 376 | 22 | 6.2% | $1,687 | 加仓 |
| TMP | TOMPKINS FINL CORP | $2.88万 | 0.00% | 305 | 4 | 1.3% | $378 | 加仓 |
| MSIF | MSC INCOME FUND INC | $2.89万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC | $2.90万 | 0.00% | 478 | 10 | 2.1% | $607 | 加仓 |
| ESAB | ESAB CORPORATION | $2.91万 | 0.00% | 295 | 12 | 4.2% | $1,184 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2.91万 | 0.00% | 87 | 6 | 7.4% | $2,009 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $2.91万 | 0.00% | 137 | -1 | -0.7% | -$213 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $2.91万 | 0.00% | 3,293 | 1,236 | 60.1% | $1.09万 | 加仓 |
| ALCO | ALICO INC | $2.92万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $2.92万 | 0.00% | 254 | 46 | 22.1% | $5,291 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.93万 | 0.00% | 1,090 | 40 | 3.8% | $1,074 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.94万 | 0.00% | 211 | -11 | -5.0% | -$1,532 | 减仓 |
| STRA | STRATEGIC ED INC | $2.94万 | 0.00% | 384 | -391 | -50.5% | -$3.00万 | 减仓 |
| COUR | COURSERA INC | $2.94万 | 0.00% | 5,220 | 5,220 | — | $2.94万 | 新建仓 |
| FLR | FLUOR CORP | $2.94万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $2.94万 | 0.00% | 6,544 | 6,544 | — | $2.94万 | 新建仓 |
| UNIT | UNITI GROUP LLC | $2.95万 | 0.00% | 2,568 | 98 | 4.0% | $1,124 | 加仓 |
| UDR | UDR INC | $2.95万 | 0.00% | 738 | 6 | 0.8% | $240 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $2.95万 | 0.00% | 608 | 42 | 7.4% | $2,037 | 加仓 |
| MMSI | MERIT MED SYS INC | $2.95万 | 0.00% | 426 | -12 | -2.7% | -$832 | 减仓 |
| L | LOEWS CORP | $2.95万 | 0.00% | 261 | 8 | 3.2% | $906 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.96万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $2.97万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $2.98万 | 0.00% | 1,088 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORPORATION INC | $2.98万 | 0.00% | 1,049 | 14 | 1.4% | $397 | 加仓 |
| CNC | CENTENE CORP DEL | $2.98万 | 0.00% | 464 | 16 | 3.6% | $1,027 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $2.98万 | 0.00% | 262 | 6 | 2.3% | $682 | 加仓 |
| CLB | CORE LABORATORIES INC | $2.98万 | 0.00% | 2,557 | -783 | -23.4% | -$9,122 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP | $2.98万 | 0.00% | 8,012 | 8,012 | — | $2.98万 | 新建仓 |
| LENZ | LENZ THERAPEUTICS INC | $2.98万 | 0.00% | 5,250 | 4,480 | 581.8% | $2.54万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $3.00万 | 0.00% | 892 | 485 | 119.2% | $1.63万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $3.00万 | 0.00% | 869 | 456 | 110.4% | $1.57万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $3.01万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC | $3.01万 | 0.00% | 183 | -154 | -45.7% | -$2.53万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $3.01万 | 0.00% | 212 | 16 | 8.2% | $2,274 | 加仓 |
| CSGP | COSTAR GROUP INC | $3.02万 | 0.00% | 1,065 | 755 | 243.5% | $2.14万 | 加仓 |
| AGYS | AGILYSYS INC | $3.02万 | 0.00% | 289 | -330 | -53.3% | -$3.45万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $3.02万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $3.03万 | 0.00% | 1,420 | 1,010 | 246.3% | $2.15万 | 加仓 |
| IXN | ISHARES TR | $3.03万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $3.05万 | 0.00% | 1,986 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $3.06万 | 0.00% | 304 | 56 | 22.6% | $5,638 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $3.06万 | 0.00% | 432 | 386 | 839.1% | $2.74万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $3.07万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.07万 | 0.00% | 3,268 | 96 | 3.0% | $901 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $3.07万 | 0.00% | 786 | 60 | 8.3% | $2,343 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $3.07万 | 0.00% | 395 | 357 | 939.5% | $2.78万 | 加仓 |
| HUT | HUT 8 CORP | $3.08万 | 0.00% | 267 | 93 | 53.4% | $1.07万 | 加仓 |
| VITL | VITAL FARMS INC | $3.09万 | 0.00% | 2,653 | 418 | 18.7% | $4,861 | 加仓 |
| — | MEDIWOUND LTD | $3.10万 | 0.00% | 2,108 | 731 | 53.1% | $1.07万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $3.11万 | 0.00% | 3,094 | 621 | 25.1% | $6,235 | 加仓 |
| VICR | VICOR CORP | $3.11万 | 0.00% | 82 | -9 | -9.9% | -$3,418 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3.12万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $3.12万 | 0.00% | 1,001 | -2 | -0.2% | -$62 | 减仓 |
| FOXA | FOX CORP | $3.13万 | 0.00% | 601 | 25 | 4.3% | $1,304 | 加仓 |
| — | STELLAR BANCORP INC | $3.14万 | 0.00% | 798 | 24 | 3.1% | $944 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $3.15万 | 0.00% | 3,019 | 54 | 1.8% | $563 | 加仓 |
| HYD | VANECK ETF TRUST | $3.15万 | 0.00% | 611 | -46 | -7.0% | -$2,369 | 减仓 |
| SR | SPIRE INC | $3.15万 | 0.00% | 404 | -3 | -0.7% | -$234 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $3.18万 | 0.00% | 229 | -7 | -3.0% | -$972 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $3.18万 | 0.00% | 1,056 | 168 | 18.9% | $5,067 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $3.19万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3.20万 | 0.00% | 3,027 | 2,107 | 229.0% | $2.23万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $3.21万 | 0.00% | 1,844 | 1,520 | 469.1% | $2.65万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $3.22万 | 0.00% | 681 | -632 | -48.1% | -$2.99万 | 减仓 |