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 |
|---|---|---|---|---|---|---|---|---|
| CCNE | CNB FINL CORP PA | $3.23万 | 0.00% | 957 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.23万 | 0.00% | 227 | -31 | -12.0% | -$4,409 | 减仓 |
| DTE | DTE ENERGY CO | $3.23万 | 0.00% | 212 | 6 | 2.9% | $914 | 加仓 |
| BCO | BRINKS CO | $3.23万 | 0.00% | 342 | 2 | 0.6% | $189 | 加仓 |
| CLS | CELESTICA INC | $3.25万 | 0.00% | 89 | 24 | 36.9% | $8,755 | 加仓 |
| BN | BROOKFIELD CORP | $3.25万 | 0.00% | 763 | -580 | -43.2% | -$2.47万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $3.25万 | 0.00% | 721 | -131 | -15.4% | -$5,908 | 减仓 |
| — | GLOBAL X FDS | $3.26万 | 0.00% | 1,021 | 1,021 | — | $3.26万 | 新建仓 |
| SANM | SANMINA CORP | $3.26万 | 0.00% | 129 | -1,007 | -88.6% | -$25.48万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $3.27万 | 0.00% | 1,487 | -264 | -15.1% | -$5,803 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $3.28万 | 0.00% | 4,596 | 138 | 3.1% | $984 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $3.28万 | 0.00% | 2,156 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $3.28万 | 0.00% | 1,476 | 1,437 | 3,684.6% | $3.20万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $3.29万 | 0.00% | 851 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3.30万 | 0.00% | 772 | 772 | — | $3.30万 | 新建仓 |
| RYN | RAYONIER INC | $3.30万 | 0.00% | 1,553 | -135 | -8.0% | -$2,873 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $3.31万 | 0.00% | 640 | 45 | 7.6% | $2,324 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $3.31万 | 0.00% | 9,446 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3.33万 | 0.00% | 874 | 54 | 6.6% | $2,057 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $3.33万 | 0.00% | 1,473 | 536 | 57.2% | $1.21万 | 加仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $3.33万 | 0.00% | 3,291 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $3.33万 | 0.00% | 1,105 | -15 | -1.3% | -$453 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $3.36万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| PEO | ADAM NAT RES FD INC | $3.37万 | 0.00% | 1,365 | 334 | 32.4% | $8,257 | 加仓 |
| THRY | THRYV HLDGS INC | $3.37万 | 0.00% | 8,565 | 8,565 | — | $3.37万 | 新建仓 |
| — | EAGLE POINT CR CO | $3.38万 | 0.00% | 9,076 | 0 | 0.0% | — | 不变 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $3.41万 | 0.00% | 1,777 | 457 | 34.6% | $8,765 | 加仓 |
| ABM | ABM INDS INC | $3.41万 | 0.00% | 771 | 504 | 188.8% | $2.23万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $3.42万 | 0.00% | 3,990 | 1,887 | 89.7% | $1.62万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $3.42万 | 0.00% | 1,353 | -2,560 | -65.4% | -$6.47万 | 减仓 |
| PGNY | PROGYNY INC | $3.43万 | 0.00% | 1,191 | -248 | -17.2% | -$7,150 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $3.44万 | 0.00% | 3,111 | 2,974 | 2,170.8% | $3.29万 | 重新持有 |
| RAMP | LIVERAMP HLDGS INC | $3.44万 | 0.00% | 915 | 20 | 2.2% | $753 | 加仓 |
| DVA | DAVITA INC | $3.45万 | 0.00% | 155 | -4 | -2.5% | -$890 | 减仓 |
| WSBC | WESBANCO INC | $3.46万 | 0.00% | 886 | 696 | 366.3% | $2.72万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $3.46万 | 0.00% | 2,140 | 45 | 2.1% | $727 | 加仓 |
| UGI | UGI CORP NEW | $3.46万 | 0.00% | 1,003 | 90 | 9.9% | $3,109 | 加仓 |
| RPD | RAPID7 INC | $3.46万 | 0.00% | 4,277 | 4,091 | 2,199.5% | $3.31万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $3.49万 | 0.00% | 312 | 4 | 1.3% | $447 | 加仓 |
| KVUE | KENVUE INC | $3.49万 | 0.00% | 1,826 | 38 | 2.1% | $726 | 加仓 |
| HTO | H2O AMERICA | $3.49万 | 0.00% | 575 | 155 | 36.9% | $9,419 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $3.50万 | 0.00% | 6,047 | -4 | -0.1% | -$23 | 减仓 |
| BCE | BCE INC | $3.53万 | 0.00% | 1,641 | -2,357 | -59.0% | -$5.07万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.53万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $3.53万 | 0.00% | 395 | -116 | -22.7% | -$1.04万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $3.54万 | 0.00% | 1,725 | -416 | -19.4% | -$8,540 | 减仓 |
| IDEV | ISHARES TR | $3.55万 | 0.00% | 399 | 40 | 11.1% | $3,560 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.57万 | 0.00% | 902 | 902 | — | $3.57万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $3.57万 | 0.00% | 421 | 6 | 1.4% | $509 | 加仓 |
| RES | RPC INC | $3.57万 | 0.00% | 6,125 | 55 | 0.9% | $321 | 加仓 |
| RL | RALPH LAUREN CORP | $3.57万 | 0.00% | 89 | 3 | 3.5% | $1,204 | 加仓 |
| SITM | SITIME CORP | $3.58万 | 0.00% | 48 | -8 | -14.3% | -$5,964 | 减仓 |
| DY | DYCOM INDS INC | $3.59万 | 0.00% | 71 | -7 | -9.0% | -$3,539 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $3.60万 | 0.00% | 4,299 | -137 | -3.1% | -$1,147 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $3.62万 | 0.00% | 1,425 | -2,688 | -65.4% | -$6.82万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $3.62万 | 0.00% | 737 | 5 | 0.7% | $245 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3.62万 | 0.00% | 1,105 | -82 | -6.9% | -$2,684 | 减仓 |
| WAT | WATERS CORP | $3.62万 | 0.00% | 97 | 9 | 10.2% | $3,358 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.63万 | 0.00% | 294 | 6 | 2.1% | $741 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $3.63万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $3.64万 | 0.00% | 1,975 | 1,975 | — | $3.64万 | 新建仓 |
| MASS | 908 DEVICES INC | $3.64万 | 0.00% | 4,180 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $3.64万 | 0.00% | 1,849 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.64万 | 0.00% | 460 | 5 | 1.1% | $396 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $3.66万 | 0.00% | 1,416 | -443 | -23.8% | -$1.15万 | 减仓 |
| XTL | SPDR SERIES TRUST | $3.66万 | 0.00% | 161 | 161 | — | $3.66万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $3.66万 | 0.00% | 361 | -179 | -33.1% | -$1.82万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3.67万 | 0.00% | 711 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $3.67万 | 0.00% | 2,847 | 2,847 | — | $3.67万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $3.68万 | 0.00% | 2,307 | -1,025 | -30.8% | -$1.63万 | 减仓 |
| VC | VISTEON CORP | $3.68万 | 0.00% | 371 | -47 | -11.2% | -$4,663 | 减仓 |
| OIH | VANECK ETF TRUST | $3.68万 | 0.00% | 99 | 99 | — | $3.68万 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $3.69万 | 0.00% | 2,529 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $3.69万 | 0.00% | 998 | -100 | -9.1% | -$3,696 | 减仓 |
| ATRC | ATRICURE INC | $3.70万 | 0.00% | 1,321 | -41 | -3.0% | -$1,147 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $3.72万 | 0.00% | 1,101 | 941 | 588.1% | $3.18万 | 加仓 |
| BLKB | BLACKBAUD INC | $3.73万 | 0.00% | 1,259 | 1,237 | 5,622.7% | $3.66万 | 加仓 |
| GGB | GERDAU SA | $3.73万 | 0.00% | 9,232 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $3.74万 | 0.00% | 603 | 20 | 3.4% | $1,240 | 加仓 |
| EVER | EVERQUOTE INC | $3.75万 | 0.00% | 1,576 | 1,176 | 294.0% | $2.80万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3.75万 | 0.00% | 4,849 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $3.75万 | 0.00% | 199 | -12 | -5.7% | -$2,264 | 减仓 |
| MLPA | GLOBAL X FDS | $3.76万 | 0.00% | 708 | 708 | — | $3.76万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $3.76万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $3.76万 | 0.00% | 522 | 522 | — | $3.76万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.76万 | 0.00% | 825 | -8 | -1.0% | -$365 | 减仓 |
| HOPE | HOPE BANCORP INC | $3.77万 | 0.00% | 2,753 | 3 | 0.1% | $41 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3.78万 | 0.00% | 2,005 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COML BANCSHARES INC | $3.79万 | 0.00% | 932 | 26 | 2.9% | $1,057 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $3.80万 | 0.00% | 706 | 19 | 2.8% | $1,021 | 加仓 |
| NOVT | NOVANTA INC | $3.80万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $3.80万 | 0.00% | 3,855 | 372 | 10.7% | $3,672 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $3.81万 | 0.00% | 487 | -5 | -1.0% | -$391 | 减仓 |
| QLYS | QUALYS INC | $3.82万 | 0.00% | 278 | 76 | 37.6% | $1.04万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $3.84万 | 0.00% | 387 | -931 | -70.6% | -$9.23万 | 减仓 |
| RDDT | REDDIT INC | $3.84万 | 0.00% | 221 | 5 | 2.3% | $868 | 加仓 |
| ICL | ICL GROUP LTD | $3.84万 | 0.00% | 7,712 | -428 | -5.3% | -$2,131 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $3.85万 | 0.00% | 919 | 96 | 11.7% | $4,020 | 加仓 |
| LEN | LENNAR CORP | $3.85万 | 0.00% | 426 | -175 | -29.1% | -$1.58万 | 减仓 |
| BANR | BANNER CORP | $3.86万 | 0.00% | 581 | 46 | 8.6% | $3,056 | 加仓 |