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 |
|---|---|---|---|---|---|---|---|---|
| VSTS | VESTIS CORPORATION | $2.45万 | 0.00% | 3,117 | 110 | 3.7% | $865 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $2.45万 | 0.00% | 3,180 | 308 | 10.7% | $2,375 | 加仓 |
| HTO | H2O AMERICA | $2.46万 | 0.00% | 420 | 36 | 9.4% | $2,112 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $2.47万 | 0.00% | 578 | 185 | 47.1% | $7,892 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2.47万 | 0.00% | 336 | 331 | 6,620.0% | $2.43万 | 加仓 |
| SNA | SNAP ON INC | $2.47万 | 0.00% | 68 | -2 | -2.9% | -$726 | 减仓 |
| UDR | UDR INC | $2.47万 | 0.00% | 732 | 18 | 2.5% | $608 | 加仓 |
| COKE | COCA COLA CONS INC | $2.47万 | 0.00% | 129 | -3 | -2.3% | -$575 | 减仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $2.47万 | 0.00% | 1,320 | 676 | 105.0% | $1.27万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.48万 | 0.00% | 446 | -3,029 | -87.2% | -$16.82万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.48万 | 0.00% | 256 | -612 | -70.5% | -$5.92万 | 减仓 |
| HLIT | HARMONIC INC | $2.48万 | 0.00% | 2,760 | 253 | 10.1% | $2,272 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $2.48万 | 0.00% | 2,363 | 1,278 | 117.8% | $1.34万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $2.48万 | 0.00% | 617 | 29 | 4.9% | $1,168 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2.49万 | 0.00% | 500 | -1,000 | -66.7% | -$4.98万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $2.49万 | 0.00% | 320 | 74 | 30.1% | $5,764 | 加仓 |
| SGOV | ISHARES TR | $2.50万 | 0.00% | 248 | 248 | — | $2.50万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $2.52万 | 0.00% | 997 | -250 | -20.0% | -$6,317 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $2.53万 | 0.00% | 1,343 | 111 | 9.0% | $2,091 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $2.54万 | 0.00% | 595 | -186 | -23.8% | -$7,939 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.54万 | 0.00% | 345 | 105 | 43.8% | $7,739 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2.55万 | 0.00% | 186 | 2 | 1.1% | $274 | 加仓 |
| MASS | 908 DEVICES INC | $2.56万 | 0.00% | 4,180 | -178 | -4.1% | -$1,089 | 减仓 |
| GDX | VANECK ETF TRUST | $2.56万 | 0.00% | 279 | -100 | -26.4% | -$9,177 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $2.56万 | 0.00% | 2,719 | 288 | 11.8% | $2,713 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $2.57万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP S P A | $2.57万 | 0.00% | 1,868 | 395 | 26.8% | $5,431 | 加仓 |
| CTRE | CARETRUST REIT INC | $2.57万 | 0.00% | 702 | -3,313 | -82.5% | -$12.14万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $2.57万 | 0.00% | 1,035 | 10 | 1.0% | $249 | 加仓 |
| SDGR | SCHRODINGER INC | $2.58万 | 0.00% | 2,268 | 1,456 | 179.3% | $1.65万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.58万 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $2.59万 | 0.00% | 2,057 | -3,923 | -65.6% | -$4.93万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $2.59万 | 0.00% | 1,497 | 1,076 | 255.6% | $1.86万 | 加仓 |
| THRM | GENTHERM INC | $2.59万 | 0.00% | 934 | 60 | 6.9% | $1,667 | 加仓 |
| NTES | NETEASE COM INC | $2.60万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $2.60万 | 0.00% | 700 | 423 | 152.7% | $1.57万 | 加仓 |
| WAT | WATERS CORP | $2.61万 | 0.00% | 88 | 28 | 46.7% | $8,291 | 加仓 |
| VOX | VANGUARD WORLD FD | $2.61万 | 0.00% | 145 | -55 | -27.5% | -$9,891 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2.61万 | 0.00% | 81 | 81 | — | $2.61万 | 新建仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $2.61万 | 0.00% | 472 | 23 | 5.1% | $1,272 | 加仓 |
| FLR | FLUOR CORP | $2.62万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $2.62万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $2.63万 | 0.00% | 1,820 | 1,443 | 382.8% | $2.09万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2.64万 | 0.00% | 308 | 89 | 40.6% | $7,624 | 加仓 |
| PRGO | PERRIGO CO PLC | $2.64万 | 0.00% | 2,457 | -705 | -22.3% | -$7,572 | 减仓 |
| DY | DYCOM INDS INC | $2.64万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $2.64万 | 0.00% | 626 | -44 | -6.6% | -$1,859 | 减仓 |
| ENOV | ENOVIS CORPORATION | $2.65万 | 0.00% | 1,164 | -43 | -3.6% | -$978 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $2.65万 | 0.00% | 1,276 | 699 | 121.1% | $1.45万 | 加仓 |
| — | BRT APARTMENTS CORP | $2.65万 | 0.00% | 1,986 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2.66万 | 0.00% | 642 | 505 | 368.6% | $2.09万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $2.67万 | 0.00% | 726 | 159 | 28.0% | $5,843 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2.68万 | 0.00% | 3,172 | -40,322 | -92.7% | -$34.07万 | 减仓 |
| L | LOEWS CORP | $2.70万 | 0.00% | 253 | 4 | 1.6% | $427 | 加仓 |
| — | TOPBUILD COR | $2.71万 | 0.00% | 77 | 27 | 54.0% | $9,485 | 加仓 |
| BEKE | KE HLDGS INC | $2.71万 | 0.00% | 1,810 | 117 | 6.9% | $1,752 | 加仓 |
| SPHY | SPDR SERIES TRUST | $2.71万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $2.72万 | 0.00% | 196 | 109 | 125.3% | $1.51万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.73万 | 0.00% | 46 | 6 | 15.0% | $3,558 | 加仓 |
| ESAB | ESAB CORPORATION | $2.74万 | 0.00% | 283 | 196 | 225.3% | $1.89万 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $2.74万 | 0.00% | 7,355 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $2.75万 | 0.00% | 5,959 | -1,966 | -24.8% | -$9,083 | 减仓 |
| CLX | CLOROX CO DEL | $2.76万 | 0.00% | 266 | 191 | 254.7% | $1.98万 | 加仓 |
| NOVT | NOVANTA INC | $2.76万 | 0.00% | 234 | 1 | 0.4% | $118 | 加仓 |
| CCNE | CNB FINL CORP PA | $2.77万 | 0.00% | 957 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $2.78万 | 0.00% | 114 | 27 | 31.0% | $6,591 | 加仓 |
| DCH | DAUCH CORP | $2.79万 | 0.00% | 4,709 | 1,426 | 43.4% | $8,456 | 加仓 |
| DOLE | DOLE PLC | $2.81万 | 0.00% | 1,965 | 81 | 4.3% | $1,157 | 加仓 |
| WY | WEYERHAEUSER CO | $2.81万 | 0.00% | 1,151 | -112 | -8.9% | -$2,736 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $2.82万 | 0.00% | 138 | 3 | 2.2% | $612 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $2.82万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.83万 | 0.00% | 305 | -41 | -11.8% | -$3,803 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2.83万 | 0.00% | 383 | 75 | 24.4% | $5,543 | 加仓 |
| — | STELLAR BANCORP INC | $2.83万 | 0.00% | 774 | 34 | 4.6% | $1,245 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $2.84万 | 0.00% | 1,030 | 52 | 5.3% | $1,432 | 加仓 |
| AORT | ARTIVION INC | $2.84万 | 0.00% | 776 | 29 | 3.9% | $1,062 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $2.84万 | 0.00% | 1,382 | -3,179 | -69.7% | -$6.54万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $2.85万 | 0.00% | 415 | 202 | 94.8% | $1.39万 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $2.85万 | 0.00% | 1,088 | 215 | 24.6% | $5,642 | 加仓 |
| AIN | ALBANY INTL CORP | $2.86万 | 0.00% | 547 | 217 | 65.8% | $1.13万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $2.86万 | 0.00% | 558 | 280 | 100.7% | $1.43万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $2.87万 | 0.00% | 1,031 | 428 | 71.0% | $1.19万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2.87万 | 0.00% | 84 | -40 | -32.3% | -$1.37万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $2.88万 | 0.00% | 673 | 43 | 6.8% | $1,838 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2.88万 | 0.00% | 356 | 16 | 4.7% | $1,297 | 加仓 |
| NWL | NEWELL BRANDS INC | $2.89万 | 0.00% | 8,421 | 3,084 | 57.8% | $1.06万 | 加仓 |
| VICI | VICI PPTYS INC | $2.89万 | 0.00% | 1,058 | 365 | 52.7% | $9,972 | 加仓 |
| PBI | PITNEY BOWES INC | $2.89万 | 0.00% | 2,616 | 219 | 9.1% | $2,420 | 加仓 |
| MMS | MAXIMUS INC | $2.89万 | 0.00% | 451 | -17 | -3.6% | -$1,090 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $2.90万 | 0.00% | 3,412 | 345 | 11.2% | $2,929 | 加仓 |
| RDDT | REDDIT INC | $2.91万 | 0.00% | 216 | 171 | 380.0% | $2.30万 | 加仓 |
| ALCO | ALICO INC | $2.91万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2.91万 | 0.00% | 4,860 | -2,275 | -31.9% | -$1.36万 | 减仓 |
| OEF | ISHARES TR | $2.91万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $2.92万 | 0.00% | 1,113 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $2.92万 | 0.00% | 583 | 191 | 48.7% | $9,580 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $2.93万 | 0.00% | 820 | 23 | 2.9% | $821 | 加仓 |
| LZ | LEGALZOOM COM INC | $2.94万 | 0.00% | 5,183 | 5,183 | — | $2.94万 | 新建仓 |
| RBLX | ROBLOX CORP | $2.95万 | 0.00% | 521 | 336 | 181.6% | $1.90万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.96万 | 0.00% | 222 | 41 | 22.7% | $5,458 | 加仓 |