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 |
|---|---|---|---|---|---|---|---|---|
| — | ELLINGTON CREDIT COMPANY | $0 | 0.00% | 0 | -611 | -100.0% | -$3,220 | 清仓 |
| — | NEUBERGER REAL ESTATE | $0 | 0.00% | 0 | -1,036 | -100.0% | -$3,149 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$2,969 | 清仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -45 | -100.0% | -$2,858 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORT | $0 | 0.00% | 0 | -339 | -100.0% | -$2,797 | 清仓 |
| ZALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -79 | -100.0% | -$2,573 | 清仓 |
| — | RITHM PPTY TR INC | $0 | 0.00% | 0 | -153 | -100.0% | -$2,534 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -122 | -100.0% | -$2,351 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -128 | -100.0% | -$2,214 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -94 | -100.0% | -$2,111 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -86 | -100.0% | -$2,090 | 清仓 |
| GAM | GENERAL AMERN INVS CO INC | $0 | 0.00% | 0 | -35 | -100.0% | -$2,056 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -800 | -100.0% | -$2,016 | 清仓 |
| FC | FRANKLIN COVEY CO | $0 | 0.00% | 0 | -110 | -100.0% | -$1,846 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -172 | -100.0% | -$1,846 | 清仓 |
| VTEX | VTEX | $0 | 0.00% | 0 | -466 | -100.0% | -$1,752 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -119 | -100.0% | -$1,685 | 清仓 |
| — | NL INDS INC | $0 | 0.00% | 0 | -284 | -100.0% | -$1,553 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1,550 | 清仓 |
| — | PULMONX CORP | $0 | 0.00% | 0 | -695 | -100.0% | -$1,536 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,512 | 清仓 |
| HELE | HELEN OF TROY LTD | $0 | 0.00% | 0 | -66 | -100.0% | -$1,403 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -128 | -100.0% | -$1,384 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -340 | -100.0% | -$1,299 | 清仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,202 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -9 | -100.0% | -$991 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -96 | -100.0% | -$981 | 清仓 |
| — | MFS INTER INCOME TR | $0 | 0.00% | 0 | -335 | -100.0% | -$874 | 清仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $0 | 0.00% | 0 | -50 | -100.0% | -$771 | 清仓 |
| TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | -240 | -100.0% | -$698 | 清仓 |
| — | CARLYLE CREDIT INCOME FUND | $0 | 0.00% | 0 | -142 | -100.0% | -$666 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -23 | -100.0% | -$590 | 清仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $0 | 0.00% | 0 | -46 | -100.0% | -$580 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -117 | -100.0% | -$551 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -12 | -100.0% | -$482 | 清仓 |
| — | WESTERN ASST INFLTN LKD INM | $0 | 0.00% | 0 | -55 | -100.0% | -$455 | 清仓 |
| VTS | VITESSE ENERGY INC | $0 | 0.00% | 0 | -21 | -100.0% | -$404 | 清仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $0 | 0.00% | 0 | -26 | -100.0% | -$380 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$351 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -25 | -100.0% | -$335 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -14 | -100.0% | -$306 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$286 | 清仓 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $0 | 0.00% | 0 | -10 | -100.0% | -$251 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBLD | THORNBURG INCM BUILDER OPP T | $0 | 0.00% | 0 | -9 | -100.0% | -$181 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$153 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC | $0 | 0.00% | 0 | -41 | -100.0% | -$145 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -2 | -100.0% | -$118 | 清仓 |
| — | LIFEMD INC | $0 | 0.00% | 0 | -26 | -100.0% | -$89 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $2 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ESS TECH INC | $7 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $10 | 0.00% | 106 | 106 | — | $10 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $11 | 0.00% | 2 | -193 | -99.0% | -$1,062 | 减仓 |
| — | CANOPY GROWTH CORPORATION | $13 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | SENSEONICS HLDGS INC | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $15 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $34 | 0.00% | 5 | -505 | -99.0% | -$3,434 | 减仓 |
| — | GCI LIBERTY INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $49 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | MINK THERAPEUTICS INC | $53 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $60 | 0.00% | 61 | -2,316 | -97.4% | -$2,278 | 减仓 |
| GRPN | GROUPON INC | $60 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $61 | 0.00% | 25 | -2,222 | -98.9% | -$5,422 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $71 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $73 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $89 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $90 | 0.00% | 9 | 9 | — | $90 | 新建仓 |
| — | REE AUTOMOTIVE LTD | $100 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $105 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC | $118 | 0.00% | 14 | 14 | — | $118 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $137 | 0.00% | 17 | 17 | — | $137 | 新建仓 |
| — | AMERICAS CAR-MART INC | $140 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $142 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $149 | 0.00% | 6 | 6 | — | $149 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $150 | 0.00% | 2 | 2 | — | $150 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $159 | 0.00% | 9 | 9 | — | $159 | 新建仓 |
| — | BLAIZE HLDGS INC | $160 | 0.00% | 88 | 88 | — | $160 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $161 | 0.00% | 16 | 16 | — | $161 | 新建仓 |
| — | ALLIED GAMING & ENTRTNMNT IN | $163 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $164 | 0.00% | 1 | 1 | — | $164 | 新建仓 |
| S | SENTINELONE INC | $167 | 0.00% | 13 | 1 | 8.3% | $13 | 加仓 |
| FRSH | FRESHWORKS INC | $169 | 0.00% | 21 | -1 | -4.5% | -$8 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $170 | 0.00% | 3 | 3 | — | $170 | 新建仓 |
| — | DIAMOND HILL INVT GROUP INC | $172 | 0.00% | 1 | 1 | — | $172 | 新建仓 |
| VDE | VANGUARD WORLD FD | $173 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $174 | 0.00% | 2 | 2 | — | $174 | 新建仓 |
| CLVT | CLARIVATE PLC | $177 | 0.00% | 70 | 15 | 27.3% | $38 | 加仓 |
| — | ON24 INC | $178 | 0.00% | 22 | 22 | — | $178 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $184 | 0.00% | 6 | 6 | — | $184 | 新建仓 |
| SRVR | PACER FDS TR | $187 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $189 | 0.00% | 15 | 15 | — | $189 | 新建仓 |