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 |
|---|---|---|---|---|---|---|---|---|
| ARLO | ARLO TECHNOLOGIES INC | $4.49万 | 0.00% | 3,332 | -36 | -1.1% | -$485 | 减仓 |
| SIZE | ISHARES TR | $4.49万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $4.50万 | 0.00% | 925 | -347 | -27.3% | -$1.69万 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $4.51万 | 0.00% | 7,220 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $4.51万 | 0.00% | 426 | -8 | -1.8% | -$847 | 减仓 |
| ODD | ODDITY TECH LTD | $4.51万 | 0.00% | 2,983 | 2,983 | — | $4.51万 | 新建仓 |
| SEZL | SEZZLE INC | $4.51万 | 0.00% | 263 | 10 | 4.0% | $1,716 | 加仓 |
| GPN | GLOBAL PMTS INC | $4.52万 | 0.00% | 623 | -21 | -3.3% | -$1,524 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $4.53万 | 0.00% | 3,954 | 100 | 2.6% | $1,145 | 加仓 |
| WDAY | WORKDAY INC | $4.53万 | 0.00% | 370 | 68 | 22.5% | $8,324 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $4.53万 | 0.00% | 1,708 | -6 | -0.4% | -$159 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $4.53万 | 0.00% | 1,265 | 1,265 | — | $4.53万 | 新建仓 |
| KFY | KORN FERRY | $4.53万 | 0.00% | 681 | 35 | 5.4% | $2,330 | 加仓 |
| CVLT | COMMVAULT SYS INC | $4.54万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4.54万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $4.54万 | 0.00% | 3,355 | 51 | 1.5% | $690 | 加仓 |
| CSR | CENTERSPACE | $4.54万 | 0.00% | 808 | 389 | 92.8% | $2.19万 | 加仓 |
| VHT | VANGUARD WORLD FD | $4.54万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $4.56万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $4.58万 | 0.00% | 3,140 | 2,996 | 2,080.6% | $4.37万 | 加仓 |
| VEEV | VEEVA SYS INC | $4.58万 | 0.00% | 258 | 177 | 218.5% | $3.14万 | 加仓 |
| BOH | BANK HAWAII CORP | $4.58万 | 0.00% | 562 | 23 | 4.3% | $1,874 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $4.58万 | 0.00% | 3,386 | -725 | -17.6% | -$9,808 | 减仓 |
| PRLB | PROTO LABS INC | $4.58万 | 0.00% | 562 | 15 | 2.7% | $1,223 | 加仓 |
| NXT | NEXTPOWER INC | $4.59万 | 0.00% | 385 | -161 | -29.5% | -$1.92万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $4.59万 | 0.00% | 877 | 277 | 46.2% | $1.45万 | 加仓 |
| HLIT | HARMONIC INC | $4.60万 | 0.00% | 2,816 | 56 | 2.0% | $914 | 加仓 |
| VSTS | VESTIS CORPORATION | $4.60万 | 0.00% | 3,168 | 51 | 1.6% | $741 | 加仓 |
| IMKTA | INGLES MKTS INC | $4.61万 | 0.00% | 520 | 5 | 1.0% | $443 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $4.61万 | 0.00% | 350 | 7 | 2.0% | $921 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.61万 | 0.00% | 1,299 | -13 | -1.0% | -$462 | 减仓 |
| USIG | ISHARES TR | $4.62万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4.62万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $4.63万 | 0.00% | 700 | 700 | — | $4.63万 | 新建仓 |
| MDU | MDU RES GROUP INC | $4.64万 | 0.00% | 2,186 | 170 | 8.4% | $3,606 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $4.65万 | 0.00% | 700 | -70 | -9.1% | -$4,649 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $4.65万 | 0.00% | 1,808 | 426 | 30.8% | $1.10万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $4.66万 | 0.00% | 3,086 | 13 | 0.4% | $196 | 加仓 |
| BKE | BUCKLE INC | $4.66万 | 0.00% | 1,105 | 490 | 79.7% | $2.07万 | 加仓 |
| THRM | GENTHERM INC | $4.67万 | 0.00% | 1,368 | 434 | 46.5% | $1.48万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $4.67万 | 0.00% | 196 | -3 | -1.5% | -$715 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $4.68万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $4.68万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $4.70万 | 0.00% | 2,683 | 67 | 2.6% | $1,174 | 加仓 |
| WRBY | WARBY PARKER INC | $4.71万 | 0.00% | 1,551 | -3,924 | -71.7% | -$11.91万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4.71万 | 0.00% | 308 | 3 | 1.0% | $459 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $4.72万 | 0.00% | 441 | 3 | 0.7% | $321 | 加仓 |
| STPZ | PIMCO ETF TR | $4.73万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $4.74万 | 0.00% | 465 | 164 | 54.5% | $1.67万 | 加仓 |
| TILE | INTERFACE INC | $4.76万 | 0.00% | 1,329 | 14 | 1.1% | $502 | 加仓 |
| LKFN | LAKELAND FINL CORP | $4.76万 | 0.00% | 772 | 16 | 2.1% | $988 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $4.77万 | 0.00% | 10,833 | 4,874 | 81.8% | $2.14万 | 加仓 |
| MCS | MARCUS CORP DEL | $4.80万 | 0.00% | 2,048 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $4.82万 | 0.00% | 893 | 378 | 73.4% | $2.04万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $4.82万 | 0.00% | 185 | -229 | -55.3% | -$5.97万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $4.84万 | 0.00% | 1,254 | 185 | 17.3% | $7,134 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $4.84万 | 0.00% | 1,873 | -67 | -3.5% | -$1,731 | 减仓 |
| VGNT | VERSIGENT PLC | $4.85万 | 0.00% | 1,155 | 1,155 | — | $4.85万 | 新建仓 |
| DASH | DOORDASH INC | $4.85万 | 0.00% | 263 | -152 | -36.6% | -$2.80万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $4.86万 | 0.00% | 756 | -2,319 | -75.4% | -$14.91万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $4.87万 | 0.00% | 434 | -21 | -4.6% | -$2,356 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4.87万 | 0.00% | 672 | 289 | 75.5% | $2.10万 | 加仓 |
| AEG | AEGON LTD | $4.87万 | 0.00% | 5,776 | 86 | 1.5% | $726 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $4.88万 | 0.00% | 13,399 | -6 | -0.0% | -$22 | 减仓 |
| PINS | PINTEREST INC | $4.88万 | 0.00% | 2,320 | 44 | 1.9% | $925 | 加仓 |
| MLI | MUELLER INDS INC | $4.88万 | 0.00% | 397 | 2 | 0.5% | $246 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $4.90万 | 0.00% | 2,727 | 8 | 0.3% | $144 | 加仓 |
| HSTM | HEALTHSTREAM INC | $4.90万 | 0.00% | 1,798 | 667 | 59.0% | $1.82万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.90万 | 0.00% | 1,158 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $4.90万 | 0.00% | 480 | 421 | 713.6% | $4.30万 | 加仓 |
| LTC | LTC PPTYS INC | $4.92万 | 0.00% | 1,279 | 8 | 0.6% | $308 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $4.92万 | 0.00% | 1,975 | 6 | 0.3% | $150 | 加仓 |
| HUM | HUMANA INC | $4.93万 | 0.00% | 124 | 28 | 29.2% | $1.11万 | 加仓 |
| INDA | ISHARES TR | $4.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $4.95万 | 0.00% | 341 | 16 | 4.9% | $2,325 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $4.96万 | 0.00% | 380 | 380 | — | $4.96万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $4.96万 | 0.00% | 419 | 107 | 34.3% | $1.27万 | 加仓 |
| SJM | SMUCKER J M CO | $4.97万 | 0.00% | 442 | 1 | 0.2% | $112 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4.98万 | 0.00% | 1,353 | 1,353 | — | $4.98万 | 新建仓 |
| LQD | ISHARES TR | $5.00万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $5.01万 | 0.00% | 2,829 | 128 | 4.7% | $2,268 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5.02万 | 0.00% | 1,051 | 23 | 2.2% | $1,098 | 加仓 |
| FNV | FRANCO NEV CORP | $5.02万 | 0.00% | 241 | -94 | -28.1% | -$1.96万 | 减仓 |
| FBK | FB FINL CORP | $5.05万 | 0.00% | 913 | 31 | 3.5% | $1,716 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $5.06万 | 0.00% | 2,926 | 125 | 4.5% | $2,164 | 加仓 |
| TRGP | TARGA RES CORP | $5.07万 | 0.00% | 189 | 8 | 4.4% | $2,145 | 加仓 |
| OLN | OLIN CORP | $5.07万 | 0.00% | 2,557 | 59 | 2.4% | $1,169 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $5.10万 | 0.00% | 195 | -284 | -59.3% | -$7.42万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.10万 | 0.00% | 564 | 21 | 3.9% | $1,898 | 加仓 |
| NMRK | NEWMARK GROUP INC | $5.10万 | 0.00% | 3,376 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $5.11万 | 0.00% | 155 | 71 | 84.5% | $2.34万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $5.14万 | 0.00% | 358 | 2 | 0.6% | $287 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5.14万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $5.14万 | 0.00% | 544 | 11 | 2.1% | $1,040 | 加仓 |
| ALLE | ALLEGION PLC | $5.16万 | 0.00% | 367 | -22 | -5.7% | -$3,091 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.16万 | 0.00% | 392 | -68 | -14.8% | -$8,947 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $5.16万 | 0.00% | 4,267 | 166 | 4.0% | $2,009 | 加仓 |
| PCVX | VAXCYTE INC | $5.17万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $5.19万 | 0.00% | 541 | 2 | 0.4% | $192 | 加仓 |
| LAUR | LAUREATE ED INC | $5.20万 | 0.00% | 1,433 | -244 | -14.5% | -$8,862 | 减仓 |