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 |
|---|---|---|---|---|---|---|---|---|
| HFWA | HERITAGE FINL CORP WASH | $5.13万 | 0.01% | 1,975 | 79 | 4.2% | $2,054 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $5.14万 | 0.01% | 648 | -450 | -41.0% | -$3.57万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $5.16万 | 0.01% | 2,141 | 2,088 | 3,939.6% | $5.03万 | 加仓 |
| IOSP | INNOSPEC INC | $5.16万 | 0.01% | 707 | 461 | 187.4% | $3.37万 | 加仓 |
| PCVX | VAXCYTE INC | $5.17万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $5.19万 | 0.01% | 690 | -978 | -58.6% | -$7.36万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $5.20万 | 0.01% | 749 | 29 | 4.0% | $2,013 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $5.20万 | 0.01% | 4,243 | 182 | 4.5% | $2,231 | 加仓 |
| XNCR | XENCOR INC | $5.21万 | 0.01% | 4,316 | 78 | 1.8% | $941 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $5.21万 | 0.01% | 432 | 9 | 2.1% | $1,085 | 加仓 |
| LEN | LENNAR CORP | $5.21万 | 0.01% | 601 | -508 | -45.8% | -$4.41万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $5.22万 | 0.01% | 909 | -133 | -12.8% | -$7,631 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $5.23万 | 0.01% | 680 | 279 | 69.6% | $2.15万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $5.24万 | 0.01% | 1,163 | 45 | 4.0% | $2,028 | 加仓 |
| LIT | GLOBAL X FDS | $5.24万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON INC | $5.25万 | 0.01% | 662 | 20 | 3.1% | $1,587 | 加仓 |
| KARO | KAROOOOO LTD | $5.25万 | 0.01% | 1,054 | 181 | 20.7% | $9,021 | 加仓 |
| WEN | WENDYS CO | $5.28万 | 0.01% | 7,604 | 3,372 | 79.7% | $2.34万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $5.29万 | 0.01% | 3,363 | 839 | 33.2% | $1.32万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $5.29万 | 0.01% | 1,746 | 43 | 2.5% | $1,302 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $5.29万 | 0.01% | 2,763 | 157 | 6.0% | $3,007 | 加仓 |
| CMC | COMMERCIAL METALS CO | $5.31万 | 0.01% | 865 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $5.33万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $5.33万 | 0.01% | 1,940 | 208 | 12.0% | $5,718 | 加仓 |
| LCII | LCI INDS | $5.34万 | 0.01% | 434 | 11 | 2.6% | $1,353 | 加仓 |
| LII | LENNOX INTL INC | $5.34万 | 0.01% | 115 | -1 | -0.9% | -$464 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.34万 | 0.01% | 11,544 | 1,598 | 16.1% | $7,399 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $5.35万 | 0.01% | 1,484 | -468 | -24.0% | -$1.69万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $5.35万 | 0.01% | 2,458 | -557 | -18.5% | -$1.21万 | 减仓 |
| KAI | KADANT INC | $5.35万 | 0.01% | 183 | 161 | 731.8% | $4.71万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $5.35万 | 0.01% | 22,401 | -3,138 | -12.3% | -$7,500 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $5.37万 | 0.01% | 2,520 | 1,418 | 128.7% | $3.02万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $5.38万 | 0.01% | 7,539 | 105 | 1.4% | $749 | 加仓 |
| OMCL | OMNICELL COM | $5.40万 | 0.01% | 1,618 | 45 | 2.9% | $1,502 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $5.43万 | 0.01% | 4,814 | 277 | 6.1% | $3,122 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $5.43万 | 0.01% | 2,321 | -49 | -2.1% | -$1,146 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $5.43万 | 0.01% | 3,254 | -73 | -2.2% | -$1,219 | 减仓 |
| BN | BROOKFIELD CORP | $5.44万 | 0.01% | 1,343 | 197 | 17.2% | $7,973 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $5.45万 | 0.01% | 589 | 62 | 11.8% | $5,736 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $5.49万 | 0.01% | 839 | 202 | 31.7% | $1.32万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $5.51万 | 0.01% | 2,136 | 111 | 5.5% | $2,863 | 加仓 |
| PRTA | PROTHENA CORP PLC | $5.51万 | 0.01% | 5,668 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $5.52万 | 0.01% | 1,309 | 62 | 5.0% | $2,613 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $5.52万 | 0.01% | 1,687 | 33 | 2.0% | $1,079 | 加仓 |
| CALY | CALLAWAY GOLF CO | $5.53万 | 0.01% | 3,987 | 127 | 3.3% | $1,763 | 加仓 |
| FUL | FULLER H B CO | $5.54万 | 0.01% | 899 | -776 | -46.3% | -$4.79万 | 减仓 |
| STM | STMICROELECTRONICS N V | $5.55万 | 0.01% | 1,606 | 87 | 5.7% | $3,006 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $5.56万 | 0.01% | 480 | 6 | 1.3% | $695 | 加仓 |
| ALG | ALAMO GROUP INC | $5.56万 | 0.01% | 337 | 11 | 3.4% | $1,815 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $5.56万 | 0.01% | 1,272 | 909 | 250.4% | $3.98万 | 加仓 |
| RBA | RB GLOBAL INC | $5.57万 | 0.01% | 581 | 524 | 919.3% | $5.02万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $5.57万 | 0.01% | 258 | 169 | 189.9% | $3.65万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $5.60万 | 0.01% | 1,763 | 72 | 4.3% | $2,289 | 加仓 |
| CLB | CORE LABORATORIES INC | $5.61万 | 0.01% | 3,340 | 44 | 1.3% | $739 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $5.61万 | 0.01% | 2,022 | 195 | 10.7% | $5,409 | 加仓 |
| ESS | ESSEX PPTY TR INC | $5.64万 | 0.01% | 233 | -12 | -4.9% | -$2,904 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $5.64万 | 0.01% | 1,070 | 27 | 2.6% | $1,423 | 加仓 |
| ALLE | ALLEGION PLC | $5.65万 | 0.01% | 389 | 75 | 23.9% | $1.09万 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $5.65万 | 0.01% | 3,114 | 203 | 7.0% | $3,684 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $5.66万 | 0.01% | 1,859 | 176 | 10.5% | $5,359 | 加仓 |
| DG | DOLLAR GEN CORP | $5.68万 | 0.01% | 478 | 4 | 0.8% | $475 | 加仓 |
| OMC | OMNICOM GROUP INC | $5.68万 | 0.01% | 754 | -150 | -16.6% | -$1.13万 | 减仓 |
| PI | IMPINJ INC | $5.68万 | 0.01% | 553 | 111 | 25.1% | $1.14万 | 加仓 |
| SSRM | SSR MINING IN | $5.68万 | 0.01% | 1,935 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $5.71万 | 0.01% | 1,152 | -292 | -20.2% | -$1.45万 | 减仓 |
| GLPI | GAMING & LEISURE P | $5.72万 | 0.01% | 1,288 | 393 | 43.9% | $1.74万 | 加仓 |
| CELC | CELCUITY INC | $5.72万 | 0.01% | 501 | -153 | -23.4% | -$1.75万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $5.73万 | 0.01% | 1,467 | 28 | 1.9% | $1,094 | 加仓 |
| LRGF | ISHARES TR | $5.74万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $5.75万 | 0.01% | 1,996 | 158 | 8.6% | $4,550 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $5.76万 | 0.01% | 2,666 | 103 | 4.0% | $2,225 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $5.77万 | 0.01% | 4,292 | -1,280 | -23.0% | -$1.72万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $5.77万 | 0.01% | 4,572 | 47 | 1.0% | $594 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $5.78万 | 0.01% | 1,249 | 48 | 4.0% | $2,220 | 加仓 |
| EVRG | EVERGY INC | $5.78万 | 0.01% | 706 | 6 | 0.9% | $491 | 加仓 |
| — | CLEARWAY ENERGY INC | $5.81万 | 0.01% | 1,483 | 80 | 5.7% | $3,134 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $5.82万 | 0.01% | 5,723 | 1,018 | 21.6% | $1.04万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $5.83万 | 0.01% | 831 | 24 | 3.0% | $1,683 | 加仓 |
| LAUR | LAUREATE ED INC | $5.84万 | 0.01% | 1,677 | 1,677 | — | $5.84万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $5.84万 | 0.01% | 787 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP | $5.86万 | 0.01% | 1,745 | -2,300 | -56.9% | -$7.72万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $5.87万 | 0.01% | 2,651 | 70 | 2.7% | $1,551 | 加仓 |
| NOK | NOKIA CORP | $5.87万 | 0.01% | 7,305 | 1,545 | 26.8% | $1.24万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $5.88万 | 0.01% | 539 | 26 | 5.1% | $2,838 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $5.89万 | 0.01% | 4,885 | -731 | -13.0% | -$8,809 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $5.89万 | 0.01% | 3,073 | 66 | 2.2% | $1,265 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $5.90万 | 0.01% | 525 | 222 | 73.3% | $2.49万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $5.94万 | 0.01% | 702 | 251 | 55.7% | $2.12万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $5.94万 | 0.01% | 2,770 | 575 | 26.2% | $1.23万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5.96万 | 0.01% | 114 | 7 | 6.5% | $3,659 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $5.97万 | 0.01% | 1,613 | 1,613 | — | $5.97万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.99万 | 0.01% | 2,521 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $5.99万 | 0.01% | 219 | -26 | -10.6% | -$7,114 | 减仓 |
| WDFC | WD 40 CO | $6.00万 | 0.01% | 294 | 91 | 44.8% | $1.86万 | 加仓 |
| IGV | ISHARES TR | $6.00万 | 0.01% | 750 | 750 | — | $6.00万 | 新建仓 |
| NTST | NETSTREIT CORP | $6.04万 | 0.01% | 3,205 | 2,686 | 517.5% | $5.06万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $6.04万 | 0.01% | 1,429 | 148 | 11.6% | $6,252 | 加仓 |
| OFG | OFG BANCORP | $6.04万 | 0.01% | 1,493 | -159 | -9.6% | -$6,433 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $6.07万 | 0.01% | 5,747 | 137 | 2.4% | $1,447 | 加仓 |
| RNST | RENASANT CORP | $6.07万 | 0.01% | 1,680 | 117 | 7.5% | $4,227 | 加仓 |