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
AKTS AKTIS ONCOLOGY INC $7.31万0.01%2,267 2,267— $7.31万 新建仓
HG HAMILTON INSURANCE GROUP LTD $7.31万0.01%2,154 582.8% $1,969 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $7.32万0.01%1,221 00.0% — 不变
BGC BGC GROUP INC $7.32万0.01%6,852 1832.7% $1,956 加仓
TME TENCENT MUSIC ENTMT GROUP $7.35万0.01%8,801 00.0% — 不变
APA APA CORPORATION $7.36万0.01%2,259 -70-3.0% -$2,280 减仓
IPAR INTERPARFUMS INC $7.36万0.01%658 -708-51.8% -$7.92万 减仓
TDW TIDEWATER INC NEW $7.36万0.01%1,105 272.5% $1,799 加仓
LAZ LAZARD INC $7.36万0.01%1,756 1,7358,261.9% $7.28万 加仓
RNST RENASANT CORP $7.37万0.01%1,732 523.1% $2,212 加仓
HDB HDFC BANK LTD $7.37万0.01%2,855 -409-12.5% -$1.06万 减仓
FLO FLOWERS FOODS INC $7.40万0.01%9,368 9,0843,198.6% $7.18万 加仓
HWKN HAWKINS INC $7.40万0.01%521 102.0% $1,421 加仓
NRG NRG ENERGY INC $7.42万0.01%508 40.8% $584 加仓
OFG OFG BANCORP $7.43万0.01%1,515 221.5% $1,080 加仓
NTRA NATERA INC $7.46万0.01%275 -78-22.1% -$2.12万 减仓
SRE SEMPRA $7.47万0.01%806 324.1% $2,967 加仓
SCL STEPAN CO $7.48万0.01%1,343 30.2% $167 加仓
PLUG PLUG PWR INC $7.50万0.01%27,675 00.0% — 不变
PDD PDD HOLDINGS INC $7.51万0.01%984 -23-2.3% -$1,754 减仓
FICO FAIR ISAAC CORP $7.53万0.01%63 00.0% — 不变
ONTO ONTO INNOVATION INC $7.53万0.01%199 -7-3.4% -$2,649 减仓
CWST CASELLA WASTE SYS INC $7.55万0.01%779 13120.2% $1.27万 加仓
WCC WESCO INTL INC $7.56万0.01%219 00.0% — 不变
BL BLACKLINE INC $7.61万0.01%2,711 1,404107.4% $3.94万 加仓
BRBR BELLRING BRANDS INC $7.61万0.01%5,881 5,86948,908.3% $7.59万 加仓
CALY CALLAWAY GOLF CO $7.63万0.01%4,059 721.8% $1,353 加仓
— FIRST TR EXCHNG TRADED FD VI $7.65万0.01%2,181 00.0% — 不变
E ENI SPA $7.68万0.01%1,638 442.8% $2,062 加仓
XRX XEROX HOLDINGS CORP $7.71万0.01%24,646 22,9141,323.0% $7.17万 加仓
WTFC WINTRUST FINL CORP $7.71万0.01%480 -47-8.9% -$7,554 减仓
— INNOVATOR ETFS TRUST $7.73万0.01%2,140 00.0% — 不变
MBC MASTERBRAND INC $7.74万0.01%7,520 7,2502,685.2% $7.46万 加仓
HMC HONDA MOTOR CO LTD $7.76万0.01%2,862 75235.6% $2.04万 加仓
MHK MOHAWK INDS INC $7.77万0.01%640 -567-47.0% -$6.88万 减仓
LAD LITHIA MTRS INC $7.79万0.01%268 93.5% $2,614 加仓
IT GARTNER INC $7.79万0.01%601 11022.4% $1.43万 加仓
GFL GFL ENVIRONMENTAL INC $7.79万0.01%2,118 61540.9% $2.26万 加仓
REZI RESIDEO TECHNOLOGIES INC $7.80万0.01%2,508 -369-12.8% -$1.15万 减仓
CIB GRUPO CIBEST SA $7.81万0.01%983 00.0% — 不变
GIS GENERAL MILLS INC $7.81万0.01%2,244 47426.8% $1.65万 加仓
SBH SALLY BEAUTY HLDGS INC $7.81万0.01%5,525 -2,215-28.6% -$3.13万 减仓
IEF ISHARES TR $7.82万0.01%827 -21-2.5% -$1,986 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $7.82万0.01%833 00.0% — 不变
BANC BANC OF CALIFORNIA INC $7.83万0.01%3,834 842.2% $1,716 加仓
AU ANGLOGOLD ASHANTI PLC $7.85万0.01%970 -57-5.6% -$4,611 减仓
ACHC ACADIA HEALTHCARE COMPANY IN $7.85万0.01%2,659 33814.6% $9,981 加仓
ECPG ENCORE CAP GROUP INC $7.86万0.01%842 111.3% $1,026 加仓
TDS TELEPHONE & DATA SYS INC $7.86万0.01%2,124 -27-1.3% -$999 减仓
EOG EOG RES INC $7.86万0.01%606 213.6% $2,724 加仓
OBK ORIGIN BANCORP INC $7.87万0.01%1,539 00.0% — 不变
FISI FINANCIAL INSTITUTIONS INC $7.88万0.01%2,021 00.0% — 不变
RIG TRANSOCEAN LTD $7.88万0.01%16,109 -26-0.2% -$127 减仓
FFBC 1ST FINL BANCORP $7.90万0.01%2,336 502.2% $1,692 加仓
NSIT INSIGHT ENTERPRISES INC $7.93万0.01%651 -29-4.3% -$3,532 减仓
HUBG HUB GROUP INC $7.93万0.01%1,811 533.0% $2,321 加仓
CXW CORECIVIC INC $7.98万0.01%2,628 27111.5% $8,233 加仓
TIP ISHARES TR $8.00万0.01%731 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $8.00万0.01%516 -109-17.4% -$1.69万 减仓
MKTX MARKETAXESS HLDGS INC $8.02万0.01%707 -30-4.1% -$3,405 减仓
IRMD IRADIMED CORP $8.04万0.01%841 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC $8.04万0.01%738 615500.0% $6.70万 加仓
BIV VANGUARD BD INDEX FDS $8.05万0.01%1,049 00.0% — 不变
NTCT NETSCOUT SYS INC $8.07万0.01%1,854 915.2% $3,963 加仓
ACMR ACM RESH INC $8.08万0.01%637 18841.9% $2.39万 加仓
WSM WILLIAMS SONOMA INC $8.09万0.01%347 92.7% $2,098 加仓
CMPR CIMPRESS PLC $8.10万0.01%796 623360.1% $6.34万 加仓
EPAM EPAM SYS INC $8.12万0.01%1,023 9471,246.1% $7.51万 加仓
WIW WESTERN AST INFL LKD OPP & I $8.12万0.01%9,665 5476.0% $4,595 加仓
SIG SIGNET JEWELERS LIMITED $8.12万0.01%942 202.2% $1,724 加仓
CHD CHURCH & DWIGHT CO INC $8.14万0.01%841 60.7% $581 加仓
UMBF UMB FINL CORP $8.17万0.01%572 -9-1.5% -$1,285 减仓
PLUS EPLUS INC $8.18万0.01%983 222.3% $1,831 加仓
PLMR PALOMAR HLDGS INC $8.19万0.01%648 12624.1% $1.59万 加仓
VTR VENTAS INC $8.21万0.01%924 -9-1.0% -$799 减仓
KTB KONTOOR BRANDS INC $8.22万0.01%986 323.4% $2,667 加仓
FV FIRST TR EXCHANGE TRADED FD $8.23万0.01%1,084 00.0% — 不变
VECO VEECO INSTRS INC DEL $8.25万0.01%1,089 222.1% $1,668 加仓
WWW WOLVERINE WORLD WIDE INC $8.26万0.01%4,998 -3,714-42.6% -$6.14万 减仓
OII OCEANEERING INTL INC $8.26万0.01%2,039 442.2% $1,783 加仓
VRSK VERISK ANALYTICS INC $8.28万0.01%461 -191-29.3% -$3.43万 减仓
PODD INSULET CORP $8.28万0.01%544 -236-30.3% -$3.59万 减仓
AAP ADVANCE AUTO PARTS INC $8.31万0.01%1,335 362.8% $2,240 加仓
MCY MERCURY GENL CORP NEW $8.33万0.01%781 91.2% $960 加仓
— WARNER BROS DISCOVERY INC $8.34万0.01%3,127 1254.2% $3,333 加仓
AN AUTONATION INC $8.34万0.01%449 10.2% $186 加仓
CLDX CELLDEX THERAPEUTICS INC NEW $8.34万0.01%2,242 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $8.35万0.01%278 -228-45.1% -$6.85万 减仓
PI IMPINJ INC $8.36万0.01%584 315.6% $4,440 加仓
RCUS ARCUS BIOSCIENCES INC $8.37万0.01%2,714 481.8% $1,480 加仓
PEB PEBBLEBROOK HOTEL TR $8.40万0.01%4,326 -246-5.4% -$4,775 减仓
BCC BOISE CASCADE CO DEL $8.42万0.01%1,084 676.6% $5,201 加仓
CPRT COPART INC $8.45万0.01%2,996 -1,581-34.5% -$4.46万 减仓
HIFS HINGHAM INSTN SVGS MASS $8.45万0.01%275 31.1% $921 加仓
SNOW SNOWFLAKE INC $8.45万0.01%332 10043.1% $2.54万 加仓
MMM 3M CO $8.45万0.01%522 -10-1.9% -$1,619 减仓
CNX CNX RES CORP $8.46万0.01%2,493 -4-0.2% -$136 减仓
FCPT FOUR CORNERS PPTY TR INC $8.49万0.01%3,457 300.9% $736 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $8.50万0.01%4,028 992.5% $2,090 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $8.51万0.01%2,424 1134.9% $3,965 加仓