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 |
|---|---|---|---|---|---|---|---|---|
| LFCR | LIFECORE BIOMEDICAL INC | $3.86万 | 0.00% | 7,355 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.86万 | 0.00% | 142 | -77 | -35.2% | -$2.09万 | 减仓 |
| VTRS | VIATRIS INC | $3.87万 | 0.00% | 2,438 | 50 | 2.1% | $794 | 加仓 |
| VLTO | VERALTO CORP | $3.88万 | 0.00% | 437 | -16 | -3.5% | -$1,419 | 减仓 |
| AER | AERCAP HOLDINGS NV | $3.88万 | 0.00% | 266 | 80 | 43.0% | $1.17万 | 加仓 |
| WS | WORTHINGTON STL INC | $3.89万 | 0.00% | 1,158 | 33 | 2.9% | $1,108 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.90万 | 0.00% | 1,004 | -460 | -31.4% | -$1.79万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $3.92万 | 0.00% | 105 | -4 | -3.7% | -$1,491 | 减仓 |
| RVTY | REVVITY INC | $3.92万 | 0.00% | 352 | -57 | -13.9% | -$6,342 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $3.92万 | 0.00% | 365 | 153 | 72.2% | $1.64万 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $3.93万 | 0.00% | 2,585 | 1,415 | 120.9% | $2.15万 | 加仓 |
| DLO | DLOCAL LTD | $3.93万 | 0.00% | 3,027 | 102 | 3.5% | $1,325 | 加仓 |
| SDY | SPDR SERIES TRUST | $3.94万 | 0.00% | 259 | 153 | 144.3% | $2.33万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $3.96万 | 0.00% | 847 | -125 | -12.9% | -$5,840 | 减仓 |
| NVAX | NOVAVAX INC | $3.96万 | 0.00% | 4,202 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $3.96万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| QCRH | QCR HLDGS INC | $3.96万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $3.96万 | 0.00% | 3,385 | 136 | 4.2% | $1,593 | 加仓 |
| GBX | GREENBRIER COS INC | $3.97万 | 0.00% | 810 | 521 | 180.3% | $2.55万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $3.97万 | 0.00% | 770 | -189 | -19.7% | -$9,749 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3.98万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3.98万 | 0.00% | 1,149 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $3.98万 | 0.00% | 1,989 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $3.98万 | 0.00% | 6,772 | -1,048 | -13.4% | -$6,162 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $3.98万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $3.99万 | 0.00% | 625 | 75 | 13.6% | $4,785 | 加仓 |
| TRIP | TRIPADVISOR INC | $3.99万 | 0.00% | 2,909 | 2,510 | 629.1% | $3.44万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $3.99万 | 0.00% | 1,932 | -1,208 | -38.5% | -$2.50万 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC | $4.00万 | 0.00% | 1,113 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $4.00万 | 0.00% | 606 | 23 | 3.9% | $1,518 | 加仓 |
| TALO | TALOS ENERGY INC | $4.01万 | 0.00% | 3,105 | 90 | 3.0% | $1,162 | 加仓 |
| RYZ | RYERSON HLDG CORP | $4.01万 | 0.00% | 1,631 | 1,206 | 283.8% | $2.97万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $4.02万 | 0.00% | 1,302 | 134 | 11.5% | $4,134 | 加仓 |
| — | SELECT MED HLDGS CORP | $4.03万 | 0.00% | 2,438 | -19 | -0.8% | -$314 | 减仓 |
| BFS | SAUL CTRS INC | $4.03万 | 0.00% | 1,077 | 45 | 4.4% | $1,683 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $4.03万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $4.05万 | 0.00% | 833 | -86 | -9.4% | -$4,184 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.06万 | 0.00% | 905 | -5 | -0.5% | -$224 | 减仓 |
| SFL | SFL CORPORATION LTD | $4.06万 | 0.00% | 3,983 | 91 | 2.3% | $928 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4.07万 | 0.00% | 987 | 987 | — | $4.07万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $4.08万 | 0.00% | 727 | -35 | -4.6% | -$1,966 | 减仓 |
| SRCE | 1ST SOURCE CORP | $4.10万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $4.12万 | 0.00% | 2,822 | 325 | 13.0% | $4,742 | 加仓 |
| AIN | ALBANY INTL CORP | $4.13万 | 0.00% | 554 | 7 | 1.3% | $522 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $4.13万 | 0.00% | 3,560 | 355 | 11.1% | $4,118 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $4.13万 | 0.00% | 298 | 25 | 9.2% | $3,468 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $4.15万 | 0.00% | 1,152 | -246 | -17.6% | -$8,859 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $4.16万 | 0.00% | 7,043 | 6,543 | 1,308.6% | $3.87万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $4.17万 | 0.00% | 3,755 | 1,392 | 58.9% | $1.55万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $4.18万 | 0.00% | 713 | 16 | 2.3% | $939 | 加仓 |
| HQY | HEALTHEQUITY INC | $4.19万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4.20万 | 0.00% | 1,581 | 523 | 49.4% | $1.39万 | 加仓 |
| EVR | EVERCORE INC | $4.20万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $4.21万 | 0.00% | 287 | -53 | -15.6% | -$7,770 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $4.21万 | 0.00% | 4,708 | 100 | 2.2% | $894 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $4.22万 | 0.00% | 6,496 | -6 | -0.1% | -$39 | 减仓 |
| PAVE | GLOBAL X FDS | $4.22万 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| LBRX | LB PHARMACEUTICALS INC | $4.26万 | 0.00% | 1,314 | 1,314 | — | $4.26万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $4.27万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $4.27万 | 0.00% | 1,227 | 18 | 1.5% | $626 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $4.27万 | 0.00% | 1,743 | 75 | 4.5% | $1,838 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $4.27万 | 0.00% | 1,180 | 470 | 66.2% | $1.70万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $4.28万 | 0.00% | 3,145 | 78 | 2.5% | $1,062 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $4.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| — | VIRTUS CONVERTIBLE & INCOME | $4.29万 | 0.00% | 2,437 | -142 | -5.5% | -$2,498 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4.29万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $4.30万 | 0.00% | 260 | 161 | 162.6% | $2.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.31万 | 0.00% | 1,034 | 1,010 | 4,208.3% | $4.21万 | 加仓 |
| MOG/A | MOOG INC | $4.32万 | 0.00% | 102 | -6 | -5.6% | -$2,543 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4.33万 | 0.00% | 2,398 | 1,492 | 164.7% | $2.70万 | 加仓 |
| VCEL | VERICEL CORP | $4.34万 | 0.00% | 975 | -181 | -15.7% | -$8,053 | 减仓 |
| KIM | KIMCO REALTY CORP | $4.34万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $4.34万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $4.35万 | 0.00% | 1,539 | 54 | 3.6% | $1,525 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $4.35万 | 0.00% | 1,484 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $4.35万 | 0.00% | 3,275 | 1,970 | 151.0% | $2.62万 | 加仓 |
| — | ALPHA TEKNOVA INC | $4.36万 | 0.00% | 7,678 | 5,302 | 223.1% | $3.01万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $4.36万 | 0.00% | 978 | 308 | 46.0% | $1.37万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4.37万 | 0.00% | 21 | 3 | 16.7% | $6,242 | 加仓 |
| ACT | ENACT HLDGS INC | $4.37万 | 0.00% | 956 | 6 | 0.6% | $274 | 加仓 |
| PPLI | PEOPLE INC | $4.38万 | 0.00% | 948 | 29 | 3.2% | $1,339 | 加仓 |
| COWZ | PACER FDS TR | $4.39万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| GHM | GRAHAM CORP | $4.39万 | 0.00% | 355 | 355 | — | $4.39万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $4.41万 | 0.00% | 1,137 | 26 | 2.3% | $1,008 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.41万 | 0.00% | 942 | -60 | -6.0% | -$2,809 | 减仓 |
| MAS | MASCO CORP | $4.41万 | 0.00% | 542 | -100 | -15.6% | -$8,137 | 减仓 |
| — | GLADSTONE CAP CORP | $4.43万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $4.43万 | 0.00% | 1,384 | 684 | 97.7% | $2.19万 | 加仓 |
| GMAB | GENMAB A/S | $4.44万 | 0.00% | 1,618 | 64 | 4.1% | $1,758 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $4.45万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $4.45万 | 0.00% | 1,969 | 1,759 | 837.6% | $3.97万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $4.45万 | 0.00% | 1,137 | 1,020 | 871.8% | $3.99万 | 加仓 |
| NTGR | NETGEAR INC | $4.45万 | 0.00% | 1,905 | 977 | 105.3% | $2.28万 | 加仓 |
| HAFC | HANMI FINL CORP | $4.46万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $4.46万 | 0.00% | 2,744 | 476 | 21.0% | $7,735 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $4.46万 | 0.00% | 920 | 342 | 59.2% | $1.66万 | 加仓 |
| UTL | UNITIL CORP | $4.46万 | 0.00% | 847 | -17 | -2.0% | -$896 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.47万 | 0.00% | 548 | -120 | -18.0% | -$9,781 | 减仓 |
| AR | ANTERO RESOURCES CORP | $4.47万 | 0.00% | 1,272 | -225 | -15.0% | -$7,906 | 减仓 |
| APTV | APTIV PLC | $4.47万 | 0.00% | 729 | 2 | 0.3% | $123 | 加仓 |