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 |
|---|---|---|---|---|---|---|---|---|
| SHAK | SHAKE SHACK INC | $6.09万 | 0.01% | 688 | 188 | 37.6% | $1.66万 | 加仓 |
| VFH | VANGUARD WORLD FD | $6.09万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $6.10万 | 0.01% | 4,111 | 907 | 28.3% | $1.35万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $6.11万 | 0.01% | 2,837 | 884 | 45.3% | $1.90万 | 加仓 |
| FMC | FMC CORP | $6.11万 | 0.01% | 3,548 | 443 | 14.3% | $7,629 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $6.11万 | 0.01% | 1,116 | 45 | 4.2% | $2,464 | 加仓 |
| IONQ | IONQ INC | $6.11万 | 0.01% | 2,121 | -169 | -7.4% | -$4,872 | 减仓 |
| ARHS | ARHAUS INC | $6.12万 | 0.01% | 9,023 | -127 | -1.4% | -$861 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $6.12万 | 0.01% | 6,257 | 2,479 | 65.6% | $2.42万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $6.12万 | 0.01% | 3,473 | 596 | 20.7% | $1.05万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $6.14万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC | $6.15万 | 0.01% | 788 | 650 | 471.0% | $5.07万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $6.16万 | 0.01% | 338 | 2 | 0.6% | $365 | 加仓 |
| FLS | FLOWSERVE CORP | $6.17万 | 0.01% | 840 | -4 | -0.5% | -$294 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $6.19万 | 0.01% | 1,001 | 484 | 93.6% | $2.99万 | 加仓 |
| DASH | DOORDASH INC | $6.23万 | 0.01% | 415 | 164 | 65.3% | $2.46万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $6.24万 | 0.01% | 522 | 25 | 5.0% | $2,988 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $6.24万 | 0.01% | 6,965 | 107 | 1.6% | $959 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $6.24万 | 0.01% | 880 | 29 | 3.4% | $2,057 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $6.25万 | 0.01% | 2,096 | 10 | 0.5% | $298 | 加仓 |
| PLUG | PLUG PWR INC | $6.25万 | 0.01% | 27,675 | -462 | -1.6% | -$1,044 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $6.26万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| — | GOLDEN ENTMT INC | $6.26万 | 0.01% | 2,344 | 117 | 5.3% | $3,123 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $6.26万 | 0.01% | 460 | 121 | 35.7% | $1.65万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $6.26万 | 0.01% | 7,472 | -208 | -2.7% | -$1,743 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $6.27万 | 0.01% | 1,503 | 306 | 25.6% | $1.28万 | 加仓 |
| DLTR | DOLLAR TREE INC | $6.28万 | 0.01% | 574 | -41 | -6.7% | -$4,486 | 减仓 |
| BOXX | EA SERIES TRUST | $6.30万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $6.32万 | 0.01% | 540 | -1,821 | -77.1% | -$21.32万 | 减仓 |
| CLSK | CLEANSPARK INC | $6.32万 | 0.01% | 7,429 | -1,859 | -20.0% | -$1.58万 | 减仓 |
| HUBG | HUB GROUP INC | $6.34万 | 0.01% | 1,758 | -107 | -5.7% | -$3,856 | 减仓 |
| AR | ANTERO RESOURCES CORP | $6.35万 | 0.01% | 1,497 | 241 | 19.2% | $1.02万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $6.37万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $6.37万 | 0.01% | 2,286 | 144 | 6.7% | $4,015 | 加仓 |
| POOL | POOL CORP | $6.37万 | 0.01% | 315 | 298 | 1,752.9% | $6.03万 | 加仓 |
| OBK | ORIGIN BANCORP INC | $6.38万 | 0.01% | 1,539 | -52 | -3.3% | -$2,156 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $6.41万 | 0.01% | 2,021 | -63 | -3.0% | -$1,998 | 减仓 |
| ADNT | ADIENT PLC | $6.42万 | 0.01% | 3,178 | 96 | 3.1% | $1,940 | 加仓 |
| STRA | STRATEGIC ED INC | $6.43万 | 0.01% | 775 | 19 | 2.5% | $1,576 | 加仓 |
| MTN | VAIL RESORTS INC | $6.44万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $6.47万 | 0.01% | 259 | -69 | -21.0% | -$1.72万 | 减仓 |
| HSY | HERSHEY CO | $6.49万 | 0.01% | 312 | -15 | -4.6% | -$3,118 | 减仓 |
| PKG | PACKAGING CORP AMER | $6.49万 | 0.01% | 306 | 41 | 15.5% | $8,701 | 加仓 |
| CNK | CINEMARK HLDGS INC | $6.49万 | 0.01% | 2,277 | 1,563 | 218.9% | $4.46万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $6.51万 | 0.01% | 785 | 87 | 12.5% | $7,210 | 加仓 |
| BGC | BGC GROUP INC | $6.52万 | 0.01% | 6,669 | 2,624 | 64.9% | $2.57万 | 加仓 |
| YELP | YELP INC | $6.53万 | 0.01% | 2,641 | 835 | 46.2% | $2.07万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $6.55万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $6.55万 | 0.01% | 581 | -7 | -1.2% | -$790 | 减仓 |
| FUTU | FUTU HLDGS LTD | $6.58万 | 0.01% | 481 | -56 | -10.4% | -$7,659 | 减仓 |
| NXT | NEXTPOWER INC | $6.58万 | 0.01% | 546 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $6.59万 | 0.01% | 1,770 | 770 | 77.0% | $2.87万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $6.59万 | 0.01% | 3,750 | 351 | 10.3% | $6,171 | 加仓 |
| QTWO | Q2 HLDGS INC | $6.61万 | 0.01% | 1,398 | -400 | -22.2% | -$1.89万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $6.62万 | 0.01% | 4,588 | -397 | -8.0% | -$5,729 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.65万 | 0.01% | 15,138 | -5,687 | -27.3% | -$2.50万 | 减仓 |
| BRC | BRADY CORP | $6.66万 | 0.01% | 820 | 60 | 7.9% | $4,874 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $6.68万 | 0.01% | 501 | 12 | 2.5% | $1,600 | 加仓 |
| RRR | RED ROCK RESORTS INC | $6.68万 | 0.01% | 1,252 | 104 | 9.1% | $5,551 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $6.69万 | 0.01% | 2,192 | 288 | 15.1% | $8,785 | 加仓 |
| SCL | STEPAN CO | $6.70万 | 0.01% | 1,340 | 25 | 1.9% | $1,249 | 加仓 |
| KTB | KONTOOR BRANDS INC | $6.71万 | 0.01% | 954 | -154 | -13.9% | -$1.08万 | 减仓 |
| U | UNITY SOFTWARE INC | $6.71万 | 0.01% | 3,060 | -4,047 | -56.9% | -$8.88万 | 减仓 |
| FICO | FAIR ISAAC CORP | $6.73万 | 0.01% | 63 | -88 | -58.3% | -$9.39万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $6.75万 | 0.01% | 2,308 | 141 | 6.5% | $4,121 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6.80万 | 0.01% | 1,595 | 508 | 46.7% | $2.16万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $6.81万 | 0.01% | 772 | 22 | 2.9% | $1,939 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $6.82万 | 0.01% | 97 | 16 | 19.8% | $1.12万 | 加仓 |
| ALKS | ALKERMES PLC | $6.84万 | 0.01% | 1,933 | 237 | 14.0% | $8,380 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $6.85万 | 0.01% | 2,766 | 844 | 43.9% | $2.09万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $6.85万 | 0.01% | 1,299 | 826 | 174.6% | $4.36万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $6.87万 | 0.01% | 1,464 | 705 | 92.9% | $3.31万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $6.87万 | 0.01% | 5,091 | -383 | -7.0% | -$5,171 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $6.87万 | 0.01% | 3,019 | 550 | 22.3% | $1.25万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $6.88万 | 0.01% | 1,672 | 4 | 0.2% | $165 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $6.90万 | 0.01% | 1,221 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC | $6.90万 | 0.01% | 1,783 | 1,449 | 433.8% | $5.61万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.93万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $6.95万 | 0.01% | 694 | 5 | 0.7% | $500 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $6.97万 | 0.01% | 4,697 | 118 | 2.6% | $1,750 | 加仓 |
| BKH | BLACK HILLS CORP | $6.98万 | 0.01% | 1,005 | 567 | 129.5% | $3.94万 | 加仓 |
| GFF | GRIFFON CORP | $6.98万 | 0.01% | 960 | 217 | 29.2% | $1.58万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $6.99万 | 0.01% | 553 | -156 | -22.0% | -$1.97万 | 减仓 |
| MARA | MARA HOLDINGS INC | $7.00万 | 0.01% | 8,577 | 1,647 | 23.8% | $1.34万 | 加仓 |
| MSTR | STRATEGY INC | $7.03万 | 0.01% | 563 | 171 | 43.6% | $2.13万 | 加仓 |
| NTRA | NATERA INC | $7.06万 | 0.01% | 353 | -12 | -3.3% | -$2,400 | 减仓 |
| OII | OCEANEERING INTL INC | $7.08万 | 0.01% | 1,995 | 73 | 3.8% | $2,589 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $7.11万 | 0.01% | 2,242 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $7.16万 | 0.01% | 983 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $7.17万 | 0.01% | 182 | -12 | -6.2% | -$4,730 | 减仓 |
| HNI | HNI CORP | $7.20万 | 0.01% | 2,156 | 1,446 | 203.7% | $4.83万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $7.20万 | 0.01% | 4,385 | -4 | -0.1% | -$66 | 减仓 |
| PLUS | EPLUS INC | $7.23万 | 0.01% | 961 | 16 | 1.7% | $1,204 | 加仓 |
| CENX | CENTURY ALUM CO | $7.24万 | 0.01% | 1,234 | 32 | 2.7% | $1,878 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $7.26万 | 0.01% | 414 | 49 | 13.4% | $8,599 | 加仓 |
| FRPT | FRESHPET INC | $7.27万 | 0.01% | 1,233 | 50 | 4.2% | $2,948 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $7.28万 | 0.01% | 2,311 | 43 | 1.9% | $1,354 | 加仓 |
| LIF | LIFE360 INC | $7.29万 | 0.01% | 1,786 | 1,786 | — | $7.29万 | 新建仓 |
| SOXX | ISHARES TR | $7.30万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $7.31万 | 0.01% | 1,443 | -5,777 | -80.0% | -$29.27万 | 减仓 |