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 |
|---|---|---|---|---|---|---|---|---|
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$2 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1 | 清仓 |
| — | ESS TECH INC | $6 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SENSEONICS HLDGS INC | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $13 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $30 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AMERICAS CAR-MART INC | $31 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | REE AUTOMOTIVE LTD | $33 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $45 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $56 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $59 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $60 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $72 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $75 | 0.00% | 24 | -333 | -93.3% | -$1,041 | 减仓 |
| — | HERON THERAPEUTICS INC | $76 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $90 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $93 | 0.00% | 2 | -39 | -95.1% | -$1,814 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $95 | 0.00% | 2 | -110 | -98.2% | -$5,225 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $99 | 0.00% | 15 | -63 | -80.8% | -$416 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $115 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRPN | GROUPON INC | $120 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $135 | 0.00% | 10 | -24 | -70.6% | -$324 | 减仓 |
| IREN | IREN LIMITED | $137 | 0.00% | 3 | 3 | — | $137 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $147 | 0.00% | 8 | 8 | — | $147 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $149 | 0.00% | 6 | -193 | -97.0% | -$4,793 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $149 | 0.00% | 4 | -30 | -88.2% | -$1,118 | 减仓 |
| VDE | VANGUARD WORLD FD | $150 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $151 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AMBQ | AMBIQ MICRO INC | $177 | 0.00% | 2 | 2 | — | $177 | 新建仓 |
| SAM | BOSTON BEER INC | $177 | 0.00% | 1 | 1 | — | $177 | 新建仓 |
| — | TILRAY BRANDS INC | $184 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $187 | 0.00% | 10 | -15 | -60.0% | -$280 | 减仓 |
| CEVA | CEVA INC | $189 | 0.00% | 4 | 4 | — | $189 | 新建仓 |
| SRVR | PACER FDS TR | $191 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $206 | 0.00% | 35 | 35 | — | $206 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $207 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $209 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $210 | 0.00% | 4 | -9 | -69.2% | -$472 | 减仓 |
| — | AURORA CANNABIS INC | $215 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $218 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $227 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $231 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO | $234 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $235 | 0.00% | 4 | -116 | -96.7% | -$6,815 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $242 | 0.00% | 59 | -725 | -92.5% | -$2,974 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $256 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $265 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $266 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $275 | 0.00% | 14 | -789 | -98.3% | -$1.55万 | 减仓 |
| RPC | RIDGEPOST CAP INC | $275 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $276 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $277 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $289 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $291 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $294 | 0.00% | 14 | 14 | — | $294 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $298 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $298 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $302 | 0.00% | 21 | -53 | -71.6% | -$762 | 减仓 |
| EFOR | EVERFORTH INC | $304 | 0.00% | 17 | -1,766 | -99.0% | -$3.16万 | 减仓 |
| SAIL | SAILPOINT INC | $307 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EVCM | EVERCOMMERCE INC | $312 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $323 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $323 | 0.00% | 51 | -6 | -10.5% | -$38 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $324 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $325 | 0.00% | 13 | 13 | — | $325 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $338 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $341 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $349 | 0.00% | 2 | 1 | 100.0% | $174 | 加仓 |
| EFAV | ISHARES TR | $351 | 0.00% | 4 | 4 | — | $351 | 新建仓 |
| GATX | GATX CORP | $354 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $356 | 0.00% | 21 | 8 | 61.5% | $136 | 加仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $361 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $364 | 0.00% | 15 | 15 | — | $364 | 新建仓 |
| — | SERVICE PPTYS TR | $373 | 0.00% | 221 | -1 | -0.5% | -$2 | 减仓 |
| — | VALKYRIE ETF TRUST II | $382 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $386 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | REALPHA TECH CORP | $386 | 0.00% | 200 | 200 | — | $386 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $387 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $388 | 0.00% | 58 | 58 | — | $388 | 新建仓 |
| ONDS | ONDAS INC | $404 | 0.00% | 49 | 49 | — | $404 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $411 | 0.00% | 89 | -46 | -34.1% | -$212 | 减仓 |
| LIVN | LIVANOVA PLC | $411 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | SIDUS SPACE INC | $416 | 0.00% | 148 | 148 | — | $416 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $425 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $434 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC | $435 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $439 | 0.00% | 6 | -3 | -33.3% | -$220 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $439 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $451 | 0.00% | 132 | -2,434 | -94.9% | -$8,316 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $451 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $452 | 0.00% | 14 | 14 | — | $452 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $468 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $478 | 0.00% | 80 | -30 | -27.3% | -$179 | 减仓 |
| MAGN | MAGNERA CORP | $482 | 0.00% | 41 | -11 | -21.2% | -$129 | 减仓 |
| IMNM | IMMUNOME INC | $487 | 0.00% | 23 | 0 | 0.0% | — | 不变 |