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 |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | $6.01万 | 0.01% | 206 | -27 | -11.6% | -$7,873 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.01万 | 0.01% | 10,339 | 1,448 | 16.3% | $8,413 | 加仓 |
| DGII | DIGI INTL INC | $6.02万 | 0.01% | 803 | 21 | 2.7% | $1,574 | 加仓 |
| DG | DOLLAR GEN CORP | $6.02万 | 0.01% | 523 | 45 | 9.4% | $5,180 | 加仓 |
| WAFD | WAFD INC | $6.03万 | 0.01% | 1,572 | 34 | 2.2% | $1,305 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $6.04万 | 0.01% | 764 | 15 | 2.0% | $1,186 | 加仓 |
| EVRG | EVERGY INC | $6.05万 | 0.01% | 700 | -6 | -0.8% | -$518 | 减仓 |
| MDB | MONGODB INC | $6.05万 | 0.01% | 180 | -4 | -2.2% | -$1,344 | 减仓 |
| RHI | ROBERT HALF INC. | $6.05万 | 0.01% | 1,970 | 538 | 37.6% | $1.65万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $6.06万 | 0.01% | 540 | 318 | 143.2% | $3.57万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6.07万 | 0.01% | 1,217 | -611 | -33.4% | -$3.05万 | 减仓 |
| CYTK | CYTOKINETICS INC | $6.07万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $6.08万 | 0.01% | 1,515 | 42 | 2.9% | $1,685 | 加仓 |
| RELY | REMITLY GLOBAL INC | $6.08万 | 0.01% | 2,713 | 2,713 | — | $6.08万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $6.10万 | 0.01% | 1,834 | 88 | 5.0% | $2,926 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $6.12万 | 0.01% | 1,382 | -47 | -3.3% | -$2,080 | 减仓 |
| SHAK | SHAKE SHACK INC | $6.13万 | 0.01% | 1,095 | 407 | 59.2% | $2.28万 | 加仓 |
| PSA | PUBLIC STORAGE | $6.14万 | 0.01% | 193 | 8 | 4.3% | $2,546 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6.16万 | 0.01% | 3,581 | 327 | 10.0% | $5,624 | 加仓 |
| TRMK | TRUSTMARK CORP | $6.17万 | 0.01% | 1,341 | 32 | 2.4% | $1,472 | 加仓 |
| KAI | KADANT INC | $6.19万 | 0.01% | 197 | 14 | 7.7% | $4,399 | 加仓 |
| STVN | STEVANATO GROUP S P A | $6.19万 | 0.01% | 3,426 | 1,558 | 83.4% | $2.82万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $6.21万 | 0.01% | 1,317 | 9 | 0.7% | $424 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $6.21万 | 0.01% | 739 | -100 | -11.9% | -$8,406 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $6.23万 | 0.01% | 662 | 1 | 0.2% | $94 | 加仓 |
| SSL | SASOL LTD | $6.24万 | 0.01% | 6,352 | 6,110 | 2,524.8% | $6.00万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $6.24万 | 0.01% | 5,841 | 94 | 1.6% | $1,004 | 加仓 |
| SPSC | SPS COMM INC | $6.24万 | 0.01% | 1,092 | 919 | 531.2% | $5.25万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $6.27万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $6.29万 | 0.01% | 681 | -9 | -1.3% | -$832 | 减仓 |
| ATEX | ANTERIX INC | $6.30万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $6.33万 | 0.01% | 1,282 | -969 | -43.0% | -$4.78万 | 减仓 |
| BOXX | EA SERIES TRUST | $6.35万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $6.38万 | 0.01% | 2,500 | 1,651 | 194.5% | $4.21万 | 加仓 |
| CDW | CDW CORP | $6.39万 | 0.01% | 454 | 59 | 14.9% | $8,298 | 加仓 |
| SARO | STANDARDAERO INC | $6.41万 | 0.01% | 2,144 | 1,987 | 1,265.6% | $5.94万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $6.42万 | 0.01% | 2,175 | -295 | -11.9% | -$8,703 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $6.43万 | 0.01% | 7,561 | 22 | 0.3% | $187 | 加仓 |
| OXLC | OXFORD LANE CAP CORP | $6.47万 | 0.01% | 7,381 | 1,124 | 18.0% | $9,846 | 加仓 |
| AI | C3 AI INC | $6.48万 | 0.01% | 7,132 | 5,980 | 519.1% | $5.44万 | 加仓 |
| DNOW | DNOW INC | $6.49万 | 0.01% | 5,004 | 1,118 | 28.8% | $1.45万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $6.49万 | 0.01% | 854 | 524 | 158.8% | $3.98万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $6.51万 | 0.01% | 6,316 | 593 | 10.4% | $6,108 | 加仓 |
| PLAB | PHOTRONICS INC | $6.51万 | 0.01% | 2,000 | 62 | 3.2% | $2,017 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $6.52万 | 0.01% | 734 | -51 | -6.5% | -$4,532 | 减仓 |
| EVH | EVOLENT HEALTH INC | $6.52万 | 0.01% | 12,037 | 8,946 | 289.4% | $4.85万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $6.54万 | 0.01% | 11,319 | 359 | 3.3% | $2,075 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $6.54万 | 0.01% | 1,266 | 1,266 | — | $6.54万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $6.57万 | 0.01% | 2,177 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & | $6.57万 | 0.01% | 3,618 | 145 | 4.2% | $2,635 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $6.58万 | 0.01% | 1,204 | 203 | 20.3% | $1.11万 | 加仓 |
| LRGF | ISHARES TR | $6.58万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $6.59万 | 0.01% | 1,605 | -410 | -20.3% | -$1.68万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $6.60万 | 0.01% | 3,090 | 225 | 7.9% | $4,806 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $6.62万 | 0.01% | 790 | 232 | 41.6% | $1.94万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $6.62万 | 0.01% | 2,178 | 42 | 2.0% | $1,277 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $6.63万 | 0.01% | 806 | -1,761 | -68.6% | -$14.48万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $6.63万 | 0.01% | 5,943 | 1,129 | 23.5% | $1.26万 | 加仓 |
| VFH | VANGUARD WORLD FD | $6.63万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $6.65万 | 0.01% | 899 | 19 | 2.2% | $1,405 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $6.65万 | 0.01% | 3,924 | 1,161 | 42.0% | $1.97万 | 加仓 |
| ADC | AGREE RLTY CORP | $6.66万 | 0.01% | 879 | -297 | -25.3% | -$2.25万 | 减仓 |
| KWR | QUAKER HOUGHTON | $6.69万 | 0.01% | 421 | 12 | 2.9% | $1,906 | 加仓 |
| DAN | DANA INC | $6.70万 | 0.01% | 2,462 | 2 | 0.1% | $54 | 加仓 |
| PRG | PROG HOLDINGS INC | $6.71万 | 0.01% | 1,439 | -2 | -0.1% | -$93 | 减仓 |
| NTST | NETSTREIT CORP | $6.71万 | 0.01% | 3,176 | -29 | -0.9% | -$613 | 减仓 |
| INSM | INSMED INC | $6.72万 | 0.01% | 630 | -93 | -12.9% | -$9,916 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $6.75万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $6.77万 | 0.01% | 1,472 | 5 | 0.3% | $230 | 加仓 |
| CG | CARLYLE GROUP INC | $6.78万 | 0.01% | 1,611 | -471 | -22.6% | -$1.98万 | 减仓 |
| IGV | ISHARES TR | $6.79万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $6.83万 | 0.01% | 6,429 | 5,980 | 1,331.8% | $6.35万 | 加仓 |
| MTN | VAIL RESORTS INC | $6.83万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $6.86万 | 0.01% | 5,065 | 205 | 4.2% | $2,776 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $6.87万 | 0.01% | 1,275 | 26 | 2.1% | $1,401 | 加仓 |
| OMCL | OMNICELL COM | $6.87万 | 0.01% | 1,655 | 37 | 2.3% | $1,536 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.88万 | 0.01% | 1,512 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $6.88万 | 0.01% | 2,292 | -359 | -13.5% | -$1.08万 | 减仓 |
| PJT | PJT PARTNERS INC | $6.91万 | 0.01% | 458 | 327 | 249.6% | $4.94万 | 加仓 |
| HNGE | HINGE HEALTH INC | $6.93万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $6.93万 | 0.01% | 1,690 | 686 | 68.3% | $2.81万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $6.97万 | 0.01% | 1,400 | 1,400 | — | $6.97万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $6.97万 | 0.01% | 1,379 | 601 | 77.2% | $3.04万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.98万 | 0.01% | 15,131 | -7 | -0.0% | -$32 | 减仓 |
| DLTR | DOLLAR TREE INC | $6.98万 | 0.01% | 578 | 4 | 0.7% | $483 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $6.99万 | 0.01% | 567 | 309 | 119.8% | $3.81万 | 加仓 |
| FE | FIRSTENERGY CORP | $7.00万 | 0.01% | 1,473 | 30 | 2.1% | $1,426 | 加仓 |
| J | JACOBS SOLUTIONS INC | $7.01万 | 0.01% | 557 | -302 | -35.2% | -$3.80万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $7.05万 | 0.01% | 710 | 16 | 2.3% | $1,589 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $7.06万 | 0.01% | 2,820 | -17 | -0.6% | -$426 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $7.09万 | 0.01% | 6,957 | -8 | -0.1% | -$82 | 减仓 |
| XNCR | XENCOR INC | $7.13万 | 0.01% | 4,431 | 115 | 2.7% | $1,851 | 加仓 |
| HR | HEALTHCARE RLTY TR | $7.14万 | 0.01% | 3,540 | -865 | -19.6% | -$1.74万 | 减仓 |
| AROW | ARROW FINL CORP | $7.15万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $7.21万 | 0.01% | 1,570 | -1,224 | -43.8% | -$5.62万 | 减仓 |
| ARHS | ARHAUS INC | $7.22万 | 0.01% | 8,577 | -446 | -4.9% | -$3,755 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $7.23万 | 0.01% | 3,742 | 2,063 | 122.9% | $3.99万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $7.24万 | 0.01% | 2,283 | 6 | 0.3% | $190 | 加仓 |
| PKG | PACKAGING CORP AMER | $7.27万 | 0.01% | 305 | -1 | -0.3% | -$238 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $7.30万 | 0.01% | 1,691 | -178 | -9.5% | -$7,686 | 减仓 |