13F 机构持仓

Pinnacle Wealth Planning Services, Inc.

MANSFIELD OH · SEC CIK 0001726752

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPSM 10.6%
FLTR 7.7%
ET 3.9%
SPYV 3.6%
SPAB 2.5%
AAPL 2.5%
NVDA 2.2%
SPYG 2.2%
EFV 1.4%
SPYM 1.4%

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
CRGY CRESCENT ENERGY COMPANY $5.22万0.00%5,316 2254.4% $2,209 加仓
ADM ARCHER DANIELS MIDLAND CO $5.23万0.00%684 10.1% $76 加仓
FCF FIRST COMWLTH FINL CORP PA $5.23万0.00%2,573 572.3% $1,159 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $5.24万0.00%700 00.0% — 不变
HNI HNI CORP $5.24万0.00%1,296 -860-39.9% -$3.48万 减仓
VIOO VANGUARD ADMIRAL FDS INC $5.24万0.00%381 381— $5.24万 新建仓
CELC CELCUITY INC $5.24万0.00%501 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $5.25万0.00%1,973 59543.2% $1.58万 加仓
MSBI MIDLAND STATES BANCORP INC $5.25万0.01%1,687 00.0% — 不变
CARE CARTER BANKSHARES INC $5.26万0.01%1,548 00.0% — 不变
LII LENNOX INTL INC $5.27万0.01%92 -23-20.0% -$1.32万 减仓
AGNC AGNC INVT CORP $5.28万0.01%4,846 861.8% $937 加仓
NBXG NEUBERGER NEXT GENERATION $5.29万0.01%3,196 -1-0.0% -$17 减仓
AWR AMER STATES WTR CO $5.29万0.01%640 274.4% $2,231 加仓
XYL XYLEM INC $5.29万0.01%448 -217-32.6% -$2.56万 减仓
VWOB VANGUARD WHITEHALL FDS $5.30万0.01%788 -1,414-64.2% -$9.51万 减仓
ISTB ISHARES TR $5.31万0.01%1,100 00.0% — 不变
TFIN TRIUMPH FINANCIAL INC $5.31万0.01%696 71.0% $534 加仓
QDEL QUIDELORTHO CORP $5.32万0.01%3,036 2,9423,129.8% $5.15万 加仓
EFX EQUIFAX INC $5.33万0.01%336 -319-48.7% -$5.06万 减仓
YUMC YUM CHINA HLDGS INC $5.34万0.01%1,306 00.0% — 不变
CARG CARGURUS INC $5.37万0.01%1,574 -2,621-62.5% -$8.94万 减仓
HTH HILLTOP HLDGS INC $5.38万0.01%1,387 120.9% $465 加仓
WRB BERKLEY W R CORP $5.40万0.01%765 -1-0.1% -$71 减仓
MPT MEDICAL PROPERTIES TRUST INC $5.40万0.01%11,691 1471.3% $679 加仓
NGVT INGEVITY CORP $5.41万0.01%725 81.1% $597 加仓
RRR RED ROCK RESORTS INC $5.42万0.01%832 -420-33.5% -$2.73万 减仓
PFF ISHARES TR $5.42万0.01%1,777 -839-32.1% -$2.56万 减仓
RUSHA RUSH ENTERPRISES INC $5.43万0.01%744 25451.8% $1.85万 加仓
UNFI UNITED NAT FOODS INC $5.44万0.01%1,192 292.5% $1,324 加仓
CIEN CIENA CORP $5.45万0.01%111 1718.1% $8,339 加仓
CMC COMMERCIAL METALS CO $5.45万0.01%868 30.3% $188 加仓
SCHE SCHWAB STRATEGIC TR $5.46万0.01%1,505 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO $5.46万0.01%4,483 1002.3% $1,218 加仓
PRSU PURSUIT ATTRACTIONS AND HOSP $5.46万0.01%976 141.5% $784 加仓
WEN WENDYS CO $5.47万0.01%6,596 -1,008-13.3% -$8,356 减仓
OMC OMNICOM GROUP INC $5.47万0.01%751 -3-0.4% -$218 减仓
SSRM SSR MINING IN $5.47万0.01%1,935 00.0% — 不变
LBRT LIBERTY ENERGY INC $5.48万0.01%2,092 964.8% $2,514 加仓
EZPW EZCORP INC $5.48万0.01%1,585 493.2% $1,694 加仓
STAA STAAR SURGICAL CO $5.48万0.01%1,911 251.3% $717 加仓
NWL NEWELL BRANDS INC $5.49万0.01%8,941 5206.2% $3,193 加仓
IVZ INVESCO LTD $5.49万0.01%2,081 -1,790-46.2% -$4.72万 减仓
VYX NCR VOYIX CORPORATION $5.50万0.01%6,732 72212.0% $5,899 加仓
TXRH TEXAS ROADHOUSE INC $5.51万0.01%285 10.4% $193 加仓
LIT GLOBAL X FDS $5.52万0.01%705 00.0% — 不变
ZTS ZOETIS INC $5.52万0.01%768 -617-44.5% -$4.43万 减仓
CIG CIA ENERGETICA DE MINAS GERA $5.52万0.01%26,284 3,88317.3% $8,154 加仓
IYW ISHARES TR $5.52万0.01%219 21710,850.0% $5.47万 加仓
HSY HERSHEY CO $5.53万0.01%315 31.0% $526 加仓
FRPT FRESHPET INC $5.53万0.01%935 -298-24.2% -$1.76万 减仓
FUL FULLER H B CO $5.54万0.01%950 515.7% $2,973 加仓
ITRI ITRON INC $5.54万0.01%640 -286-30.9% -$2.47万 减仓
KARO KAROOOOO LTD $5.55万0.01%1,124 706.6% $3,455 加仓
PRTA PROTHENA CORP PLC $5.55万0.01%5,668 00.0% — 不变
ROKU ROKU INC $5.55万0.01%402 -8-2.0% -$1,105 减仓
NBHC NATIONAL BK HLDGS CORP $5.58万0.01%1,255 272.2% $1,200 加仓
— VIRTUS CONVERTIBLE & INC FD $5.58万0.01%3,507 -163-4.4% -$2,592 减仓
GRBK GREEN BRICK PARTNERS INC $5.58万0.01%697 314.7% $2,481 加仓
DORM DORMAN PRODS INC $5.58万0.01%409 296261.9% $4.04万 加仓
RVMD REVOLUTION MEDICINES INC $5.58万0.01%298 225308.2% $4.21万 加仓
CSL CARLISLE COS INC $5.59万0.01%154 64.1% $2,177 加仓
FUTU FUTU HLDGS LTD $5.59万0.01%596 11523.9% $1.08万 加仓
ITUB ITAU UNIBANCO HLDG S A $5.60万0.01%6,859 -613-8.2% -$5,008 减仓
MTB M & T BK CORP $5.62万0.01%236 62.6% $1,428 加仓
HZO MARINEMAX INC $5.62万0.01%1,534 100.7% $366 加仓
JRI NUVEEN REAL ASSET INCOME & G $5.62万0.01%4,335 57815.4% $7,491 加仓
UVV UNIVERSAL CORP VA MTNS BK EN $5.62万0.01%1,078 80.7% $417 加仓
CENX CENTURY ALUM CO $5.63万0.01%1,223 -11-0.9% -$506 减仓
KN KNOWLES CORP $5.65万0.01%1,363 392.9% $1,618 加仓
JBSS SANFILIPPO JOHN B & SON INC $5.66万0.01%658 -4-0.6% -$344 减仓
AKR ACADIA RLTY TR $5.66万0.01%2,706 602.3% $1,255 加仓
WINA WINMARK CORP $5.67万0.01%134 3738.1% $1.57万 加仓
— GRAYSCALE ETHEREUM STAKING E $5.68万0.01%4,450 -3,000-40.3% -$3.83万 减仓
DOLE DOLE PLC $5.68万0.01%4,140 2,175110.7% $2.98万 加仓
ANIP ANI PHARMACEUTICALS INC $5.69万0.01%687 71.0% $579 加仓
MTUS METALLUS INC $5.71万0.01%3,054 90.3% $168 加仓
XPEV XPENG INC $5.71万0.01%4,313 -55-1.3% -$728 减仓
BCX BLACKROCK RES & COMMODITIES $5.73万0.01%5,065 1803.7% $2,036 加仓
JJSF J & J SNACK FOODS CORP $5.73万0.01%780 631423.5% $4.63万 加仓
TBBK BANCORP INC DEL $5.73万0.01%915 343.9% $2,130 加仓
PR PERMIAN RESOURCES CORP $5.76万0.01%3,128 60824.1% $1.12万 加仓
CHCO CITY HLDG CO $5.80万0.01%437 245.8% $3,183 加仓
BATRK ATLANTA BRAVES HLDGS INC $5.80万0.01%1,117 00.0% — 不变
WEC WEC ENERGY GROUP INC $5.81万0.01%498 183.8% $2,101 加仓
BBIO BRIDGEBIO PHARMA INC $5.82万0.01%781 -6-0.8% -$447 减仓
WDI WESTERN ASSET DIVERSIFIED IN $5.84万0.01%4,306 140.3% $190 加仓
VCIT VANGUARD SCOTTSDALE FDS $5.84万0.01%707 -4,994-87.6% -$41.28万 减仓
UPBD UPBOUND GROUP INC $5.84万0.01%2,754 120.4% $255 加仓
HFWA HERITAGE FINL CORP WASH $5.85万0.01%1,975 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $5.86万0.01%1,939 442.3% $1,329 加仓
NPFD NUVEEN VRIABL RAT PFD & INM $5.86万0.01%3,112 -2-0.1% -$38 减仓
ASTH ASTRANA HEALTH INC $5.87万0.01%1,264 352.8% $1,624 加仓
IOSP INNOSPEC INC $5.89万0.01%724 172.4% $1,384 加仓
CVI CVR ENERGY INC $5.91万0.01%2,145 -186-8.0% -$5,122 减仓
CPK CHESAPEAKE UTILS CORP $5.92万0.01%483 -70-12.7% -$8,574 减仓
GOLF ACUSHNET HLDGS CORP $5.93万0.01%500 -7-1.4% -$830 减仓
ADNT ADIENT PLC $5.93万0.01%3,228 501.6% $919 加仓
CWK CUSHMAN AND WAKEFIELD LTD $5.96万0.01%4,454 2115.0% $2,825 加仓
PRGO PERRIGO CO PLC $5.98万0.01%5,760 3,303134.4% $3.43万 加仓