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 |
|---|---|---|---|---|---|---|---|---|
| CRGY | CRESCENT ENERGY COMPANY | $5.22万 | 0.00% | 5,316 | 225 | 4.4% | $2,209 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5.23万 | 0.00% | 684 | 1 | 0.1% | $76 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $5.23万 | 0.00% | 2,573 | 57 | 2.3% | $1,159 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5.24万 | 0.00% | 700 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $5.25万 | 0.00% | 1,973 | 595 | 43.2% | $1.58万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $5.25万 | 0.01% | 1,687 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $5.26万 | 0.01% | 1,548 | 0 | 0.0% | — | 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 | 86 | 1.8% | $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 | 27 | 4.4% | $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 | 0 | 0.0% | — | 不变 |
| TFIN | TRIUMPH FINANCIAL INC | $5.31万 | 0.01% | 696 | 7 | 1.0% | $534 | 加仓 |
| QDEL | QUIDELORTHO CORP | $5.32万 | 0.01% | 3,036 | 2,942 | 3,129.8% | $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 | 0 | 0.0% | — | 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 | 12 | 0.9% | $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 | 147 | 1.3% | $679 | 加仓 |
| NGVT | INGEVITY CORP | $5.41万 | 0.01% | 725 | 8 | 1.1% | $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 | 254 | 51.8% | $1.85万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $5.44万 | 0.01% | 1,192 | 29 | 2.5% | $1,324 | 加仓 |
| CIEN | CIENA CORP | $5.45万 | 0.01% | 111 | 17 | 18.1% | $8,339 | 加仓 |
| CMC | COMMERCIAL METALS CO | $5.45万 | 0.01% | 868 | 3 | 0.3% | $188 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.46万 | 0.01% | 1,505 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $5.46万 | 0.01% | 4,483 | 100 | 2.3% | $1,218 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $5.46万 | 0.01% | 976 | 14 | 1.5% | $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 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $5.48万 | 0.01% | 2,092 | 96 | 4.8% | $2,514 | 加仓 |
| EZPW | EZCORP INC | $5.48万 | 0.01% | 1,585 | 49 | 3.2% | $1,694 | 加仓 |
| STAA | STAAR SURGICAL CO | $5.48万 | 0.01% | 1,911 | 25 | 1.3% | $717 | 加仓 |
| NWL | NEWELL BRANDS INC | $5.49万 | 0.01% | 8,941 | 520 | 6.2% | $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 | 722 | 12.0% | $5,899 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $5.51万 | 0.01% | 285 | 1 | 0.4% | $193 | 加仓 |
| LIT | GLOBAL X FDS | $5.52万 | 0.01% | 705 | 0 | 0.0% | — | 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 | 3,883 | 17.3% | $8,154 | 加仓 |
| IYW | ISHARES TR | $5.52万 | 0.01% | 219 | 217 | 10,850.0% | $5.47万 | 加仓 |
| HSY | HERSHEY CO | $5.53万 | 0.01% | 315 | 3 | 1.0% | $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 | 51 | 5.7% | $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 | 70 | 6.6% | $3,455 | 加仓 |
| PRTA | PROTHENA CORP PLC | $5.55万 | 0.01% | 5,668 | 0 | 0.0% | — | 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 | 27 | 2.2% | $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 | 31 | 4.7% | $2,481 | 加仓 |
| DORM | DORMAN PRODS INC | $5.58万 | 0.01% | 409 | 296 | 261.9% | $4.04万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $5.58万 | 0.01% | 298 | 225 | 308.2% | $4.21万 | 加仓 |
| CSL | CARLISLE COS INC | $5.59万 | 0.01% | 154 | 6 | 4.1% | $2,177 | 加仓 |
| FUTU | FUTU HLDGS LTD | $5.59万 | 0.01% | 596 | 115 | 23.9% | $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 | 6 | 2.6% | $1,428 | 加仓 |
| HZO | MARINEMAX INC | $5.62万 | 0.01% | 1,534 | 10 | 0.7% | $366 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $5.62万 | 0.01% | 4,335 | 578 | 15.4% | $7,491 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $5.62万 | 0.01% | 1,078 | 8 | 0.7% | $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 | 39 | 2.9% | $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 | 60 | 2.3% | $1,255 | 加仓 |
| WINA | WINMARK CORP | $5.67万 | 0.01% | 134 | 37 | 38.1% | $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 | 2,175 | 110.7% | $2.98万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $5.69万 | 0.01% | 687 | 7 | 1.0% | $579 | 加仓 |
| MTUS | METALLUS INC | $5.71万 | 0.01% | 3,054 | 9 | 0.3% | $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 | 180 | 3.7% | $2,036 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $5.73万 | 0.01% | 780 | 631 | 423.5% | $4.63万 | 加仓 |
| TBBK | BANCORP INC DEL | $5.73万 | 0.01% | 915 | 34 | 3.9% | $2,130 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $5.76万 | 0.01% | 3,128 | 608 | 24.1% | $1.12万 | 加仓 |
| CHCO | CITY HLDG CO | $5.80万 | 0.01% | 437 | 24 | 5.8% | $3,183 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $5.80万 | 0.01% | 1,117 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $5.81万 | 0.01% | 498 | 18 | 3.8% | $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 | 14 | 0.3% | $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 | 12 | 0.4% | $255 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $5.85万 | 0.01% | 1,975 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $5.86万 | 0.01% | 1,939 | 44 | 2.3% | $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 | 35 | 2.8% | $1,624 | 加仓 |
| IOSP | INNOSPEC INC | $5.89万 | 0.01% | 724 | 17 | 2.4% | $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 | 50 | 1.6% | $919 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $5.96万 | 0.01% | 4,454 | 211 | 5.0% | $2,825 | 加仓 |
| PRGO | PERRIGO CO PLC | $5.98万 | 0.01% | 5,760 | 3,303 | 134.4% | $3.43万 | 加仓 |