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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $4.22万 | 0.00% | 206 | -112 | -35.2% | -$2.30万 | 减仓 |
| MZTI | MARZETTI COMPANY | $4.25万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $4.25万 | 0.00% | 441 | 5 | 1.1% | $482 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $4.26万 | 0.00% | 325 | 224 | 221.8% | $2.94万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $4.28万 | 0.00% | 959 | -159 | -14.2% | -$7,103 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $4.29万 | 0.00% | 666 | 22 | 3.4% | $1,418 | 加仓 |
| RES | RPC INC | $4.30万 | 0.00% | 6,070 | 82 | 1.4% | $581 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $4.31万 | 0.00% | 2,865 | 2,280 | 389.7% | $3.43万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $4.31万 | 0.00% | 4,608 | 224 | 5.1% | $2,097 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.31万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4.33万 | 0.00% | 644 | -373 | -36.7% | -$2.51万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $4.34万 | 0.00% | 1,714 | -4 | -0.2% | -$101 | 减仓 |
| LKFN | LAKELAND FINL CORP | $4.34万 | 0.00% | 756 | -388 | -33.9% | -$2.23万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4.34万 | 0.00% | 543 | 55 | 11.3% | $4,400 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $4.35万 | 0.00% | 2,095 | -64 | -3.0% | -$1,328 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $4.35万 | 0.00% | 580 | -8 | -1.4% | -$600 | 减仓 |
| MLI | MUELLER INDS INC | $4.38万 | 0.00% | 395 | -24 | -5.7% | -$2,659 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $4.38万 | 0.00% | 224 | -450 | -66.8% | -$8.79万 | 减仓 |
| ICUI | ICU MED INC | $4.39万 | 0.00% | 340 | -35 | -9.3% | -$4,520 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $4.39万 | 0.00% | 4,623 | -733 | -13.7% | -$6,964 | 减仓 |
| AGYS | AGILYSYS INC | $4.40万 | 0.00% | 619 | 180 | 41.0% | $1.28万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $4.41万 | 0.00% | 438 | 5 | 1.2% | $504 | 加仓 |
| COWZ | PACER FDS TR | $4.42万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $4.42万 | 0.00% | 2,225 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $4.42万 | 0.00% | 2,516 | 78 | 3.2% | $1,371 | 加仓 |
| SONO | SONOS INC | $4.43万 | 0.00% | 3,304 | 116 | 3.6% | $1,554 | 加仓 |
| CRI | CARTERS INC | $4.44万 | 0.00% | 1,241 | 46 | 3.8% | $1,645 | 加仓 |
| CXW | CORECIVIC INC | $4.46万 | 0.00% | 2,357 | 1,293 | 121.5% | $2.45万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4.50万 | 0.00% | 4,849 | 38 | 0.8% | $353 | 加仓 |
| MDB | MONGODB INC | $4.50万 | 0.00% | 184 | -3 | -1.6% | -$734 | 减仓 |
| UTL | UNITIL CORP | $4.51万 | 0.00% | 864 | 39 | 4.7% | $2,037 | 加仓 |
| TRGP | TARGA RES CORP | $4.54万 | 0.00% | 181 | 12 | 7.1% | $3,009 | 加仓 |
| EDV | VANGUARD WORLD FD | $4.55万 | 0.00% | 700 | -33 | -4.5% | -$2,143 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.56万 | 0.00% | 700 | 700 | — | $4.56万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $4.56万 | 0.00% | 680 | -734 | -51.9% | -$4.92万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $4.56万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $4.57万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $4.58万 | 0.00% | 882 | 34 | 4.0% | $1,766 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $4.60万 | 0.00% | 6,993 | -91 | -1.3% | -$599 | 减仓 |
| USIG | ISHARES TR | $4.61万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & G | $4.62万 | 0.00% | 3,757 | -110 | -2.8% | -$1,353 | 减仓 |
| DNOW | DNOW INC | $4.63万 | 0.00% | 3,886 | -1,567 | -28.7% | -$1.87万 | 减仓 |
| IMKTA | INGLES MKTS INC | $4.63万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $4.64万 | 0.00% | 613 | 247 | 67.5% | $1.87万 | 加仓 |
| INDA | ISHARES TR | $4.68万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $4.69万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $4.70万 | 0.00% | 661 | 89 | 15.6% | $6,324 | 加仓 |
| CYTK | CYTOKINETICS INC | $4.70万 | 0.00% | 713 | -23 | -3.1% | -$1,516 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.70万 | 0.00% | 1,002 | 86 | 9.4% | $4,038 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $4.71万 | 0.00% | 3,332 | -463 | -12.2% | -$6,542 | 减仓 |
| TKC | TURKCELL ILETISIM | $4.72万 | 0.00% | 7,820 | -4,695 | -37.5% | -$2.83万 | 减仓 |
| LTC | LTC PPTYS INC | $4.72万 | 0.00% | 1,271 | 59 | 4.9% | $2,192 | 加仓 |
| TBBK | BANCORP INC DEL | $4.73万 | 0.00% | 881 | -210 | -19.2% | -$1.13万 | 减仓 |
| LZB | LA Z BOY INC | $4.73万 | 0.00% | 1,473 | 90 | 6.5% | $2,893 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $4.74万 | 0.00% | 507 | 25 | 5.2% | $2,337 | 加仓 |
| TALO | TALOS ENERGY INC | $4.75万 | 0.00% | 3,015 | 99 | 3.4% | $1,560 | 加仓 |
| MTB | M & T BK CORP | $4.75万 | 0.00% | 230 | 29 | 14.4% | $5,995 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $4.77万 | 0.00% | 1,117 | -732 | -39.6% | -$3.13万 | 减仓 |
| AGNC | AGNC INVT CORP | $4.77万 | 0.00% | 4,760 | 115 | 2.5% | $1,154 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $4.78万 | 0.00% | 4,101 | -1,076 | -20.8% | -$1.25万 | 减仓 |
| CDW | CDW CORP | $4.78万 | 0.00% | 395 | -446 | -53.0% | -$5.40万 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $4.78万 | 0.00% | 356 | -188 | -34.6% | -$2.53万 | 减仓 |
| CDE | COEUR MNG INC | $4.79万 | 0.00% | 2,550 | 1,124 | 78.8% | $2.11万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $4.79万 | 0.00% | 3,368 | 2,885 | 597.3% | $4.11万 | 加仓 |
| STPZ | PIMCO ETF TR | $4.79万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $4.81万 | 0.00% | 1,228 | 87 | 7.6% | $3,407 | 加仓 |
| WAFD | WAFD INC | $4.83万 | 0.00% | 1,538 | 49 | 3.3% | $1,539 | 加仓 |
| LAND | GLADSTONE LD CORP | $4.84万 | 0.00% | 4,741 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $4.84万 | 0.00% | 1,307 | -697 | -34.8% | -$2.58万 | 减仓 |
| NICE | NICE LTD | $4.85万 | 0.01% | 440 | 80 | 22.2% | $8,821 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $4.87万 | 0.01% | 13,405 | 2,493 | 22.8% | $9,050 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $4.89万 | 0.01% | 2,005 | 0 | 0.0% | — | 不变 |
| — | VIRTUS CONVERTIBLE & INC FD | $4.92万 | 0.01% | 3,670 | -526 | -12.5% | -$7,054 | 减仓 |
| HTH | HILLTOP HLDGS INC | $4.93万 | 0.01% | 1,375 | 74 | 5.7% | $2,651 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $4.93万 | 0.01% | 8,891 | 6,554 | 280.4% | $3.64万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $4.94万 | 0.01% | 8,253 | 8,011 | 3,310.3% | $4.79万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $4.94万 | 0.01% | 1,047 | 245 | 30.5% | $1.15万 | 加仓 |
| CHCO | CITY HLDG CO | $4.94万 | 0.01% | 413 | 18 | 4.6% | $2,151 | 加仓 |
| CSL | CARLISLE COS INC | $4.94万 | 0.01% | 148 | 56 | 60.9% | $1.87万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4.95万 | 0.01% | 868 | -8 | -0.9% | -$456 | 减仓 |
| UPBD | UPBOUND GROUP INC | $4.95万 | 0.01% | 2,742 | 257 | 10.3% | $4,639 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4.95万 | 0.01% | 1,895 | 51 | 2.8% | $1,332 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $4.96万 | 0.01% | 1,505 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4.96万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.96万 | 0.01% | 683 | 47 | 7.4% | $3,416 | 加仓 |
| — | HOLOGIC INC | $4.97万 | 0.01% | 657 | 14 | 2.2% | $1,058 | 加仓 |
| MTUS | METALLUS INC | $4.98万 | 0.01% | 3,045 | 155 | 5.4% | $2,533 | 加仓 |
| COIN | COINBASE GLOBAL INC | $4.98万 | 0.01% | 285 | -1 | -0.3% | -$175 | 减仓 |
| LQD | ISHARES TR | $4.99万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $5.01万 | 0.01% | 185 | -32 | -14.7% | -$8,668 | 减仓 |
| CCB | COASTAL FINL CORP WA | $5.03万 | 0.01% | 661 | 110 | 20.0% | $8,371 | 加仓 |
| APTV | APTIV PLC | $5.05万 | 0.01% | 727 | 7 | 1.0% | $486 | 加仓 |
| AKR | ACADIA RLTY TR | $5.06万 | 0.01% | 2,646 | 126 | 5.0% | $2,409 | 加仓 |
| NMRK | NEWMARK GROUP INC | $5.06万 | 0.01% | 3,376 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $5.08万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $5.08万 | 0.01% | 409 | 118 | 40.5% | $1.47万 | 加仓 |
| — | COTERRA ENERGY INC | $5.08万 | 0.01% | 1,446 | 174 | 13.7% | $6,114 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $5.10万 | 0.01% | 1,526 | -455 | -23.0% | -$1.52万 | 减仓 |
| NGVT | INGEVITY CORP | $5.11万 | 0.01% | 717 | 37 | 5.4% | $2,636 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $5.13万 | 0.01% | 2,110 | -1,809 | -46.2% | -$4.40万 | 减仓 |