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 |
|---|---|---|---|---|---|---|---|---|
| MTRN | MATERION CORP | $7.32万 | 0.01% | 506 | 16 | 3.3% | $2,314 | 加仓 |
| WTFC | WINTRUST FINL CORP | $7.32万 | 0.01% | 527 | -191 | -26.6% | -$2.65万 | 减仓 |
| PCB | PCB BANCORP | $7.34万 | 0.01% | 3,262 | -63 | -1.9% | -$1,417 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $7.35万 | 0.01% | 3,929 | 66 | 1.7% | $1,234 | 加仓 |
| NRG | NRG ENERGY INC | $7.37万 | 0.01% | 504 | 12 | 2.4% | $1,754 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $7.38万 | 0.01% | 3,951 | -60 | -1.5% | -$1,121 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $7.38万 | 0.01% | 1,308 | 60 | 4.8% | $3,387 | 加仓 |
| IWV | ISHARES TR | $7.41万 | 0.01% | 200 | -61 | -23.4% | -$2.26万 | 减仓 |
| OLN | OLIN CORP | $7.43万 | 0.01% | 2,498 | 403 | 19.2% | $1.20万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $7.44万 | 0.01% | 1,652 | 1,410 | 582.6% | $6.35万 | 加仓 |
| FISV | FISERV INC | $7.44万 | 0.01% | 1,334 | 583 | 77.6% | $3.25万 | 加仓 |
| KMPR | KEMPER CORP | $7.46万 | 0.01% | 2,440 | 2,356 | 2,804.8% | $7.20万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $7.46万 | 0.01% | 218 | 64 | 41.6% | $2.19万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $7.47万 | 0.01% | 2,540 | 89 | 3.6% | $2,617 | 加仓 |
| XPEV | XPENG INC | $7.47万 | 0.01% | 4,368 | -337 | -7.2% | -$5,766 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.48万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $7.48万 | 0.01% | 1,049 | -73 | -6.5% | -$5,207 | 减仓 |
| HR | HEALTHCARE RLTY TR | $7.48万 | 0.01% | 4,405 | -101 | -2.2% | -$1,716 | 减仓 |
| SRE | SEMPRA | $7.52万 | 0.01% | 774 | 57 | 7.9% | $5,539 | 加仓 |
| NMIH | NMI HLDGS INC | $7.56万 | 0.01% | 2,015 | 1,245 | 161.7% | $4.67万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $7.57万 | 0.01% | 1,482 | 66 | 4.7% | $3,369 | 加仓 |
| GNW | GENWORTH FINL INC | $7.61万 | 0.01% | 9,377 | 344 | 3.8% | $2,793 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $7.62万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $7.63万 | 0.01% | 933 | 148 | 18.9% | $1.21万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $7.64万 | 0.01% | 6,642 | 238 | 3.7% | $2,739 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $7.65万 | 0.01% | 770 | -2 | -0.3% | -$199 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $7.66万 | 0.01% | 548 | -7 | -1.3% | -$978 | 减仓 |
| VGT | VANGUARD WORLD FD | $7.67万 | 0.01% | 110 | -30 | -21.4% | -$2.09万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $7.70万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $7.70万 | 0.01% | 1,036 | 20 | 2.0% | $1,487 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $7.71万 | 0.01% | 9,118 | -1,832 | -16.7% | -$1.55万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $7.71万 | 0.01% | 1,017 | 208 | 25.7% | $1.58万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $7.72万 | 0.01% | 2,414 | 14 | 0.6% | $447 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $7.72万 | 0.01% | 2,177 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7.73万 | 0.01% | 532 | 19 | 3.7% | $2,759 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $7.73万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $7.73万 | 0.01% | 1,236 | 41 | 3.4% | $2,565 | 加仓 |
| VBR | VANGUARD INDEX FDS | $7.73万 | 0.01% | 356 | 241 | 209.6% | $5.24万 | 加仓 |
| RMD | RESMED INC | $7.74万 | 0.01% | 345 | 21 | 6.5% | $4,714 | 加仓 |
| IT | GARTNER INC | $7.77万 | 0.01% | 491 | -95 | -16.2% | -$1.50万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $7.77万 | 0.01% | 272 | 64 | 30.8% | $1.83万 | 加仓 |
| IWR | ISHARES TR | $7.78万 | 0.01% | 800 | 800 | — | $7.78万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $7.78万 | 0.01% | 1,313 | 17 | 1.3% | $1,008 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $7.79万 | 0.01% | 835 | -11 | -1.3% | -$1,026 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $7.80万 | 0.01% | 922 | -74 | -7.4% | -$6,263 | 减仓 |
| PLAB | PHOTRONICS INC | $7.83万 | 0.01% | 1,938 | 64 | 3.4% | $2,586 | 加仓 |
| OPLN | OPENLANE INC | $7.84万 | 0.01% | 2,688 | 139 | 5.5% | $4,052 | 加仓 |
| VIRT | VIRTU FINL INC | $7.84万 | 0.01% | 1,783 | 91 | 5.4% | $4,002 | 加仓 |
| CVI | CVR ENERGY INC | $7.84万 | 0.01% | 2,331 | 1,353 | 138.3% | $4.55万 | 加仓 |
| HWKN | HAWKINS INC | $7.85万 | 0.01% | 511 | -3 | -0.6% | -$461 | 减仓 |
| DAVE | DAVE INC | $7.85万 | 0.01% | 451 | -28 | -5.8% | -$4,875 | 减仓 |
| MC | MOELIS & CO | $7.85万 | 0.01% | 1,378 | -127 | -8.4% | -$7,239 | 减仓 |
| VSEC | VSE CORP | $7.89万 | 0.01% | 428 | 428 | — | $7.89万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $7.89万 | 0.01% | 3,204 | 160 | 5.3% | $3,942 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $7.90万 | 0.01% | 2,427 | 201 | 9.0% | $6,541 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $7.91万 | 0.01% | 396 | 31 | 8.5% | $6,189 | 加仓 |
| CVSA | COVISTA INC | $7.93万 | 0.01% | 688 | 92 | 15.4% | $1.06万 | 加仓 |
| PFF | ISHARES TR | $7.93万 | 0.01% | 2,616 | -161 | -5.8% | -$4,882 | 减仓 |
| XYL | XYLEM INC | $7.94万 | 0.01% | 665 | 5 | 0.8% | $597 | 加仓 |
| CALX | CALIX INC | $7.97万 | 0.01% | 1,626 | 647 | 66.1% | $3.17万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.98万 | 0.01% | 1,512 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $7.99万 | 0.01% | 165 | 9 | 5.8% | $4,359 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $8.06万 | 0.01% | 5,015 | 5,015 | — | $8.06万 | 新建仓 |
| STBA | S & T BANCORP INC | $8.06万 | 0.01% | 1,928 | 35 | 1.8% | $1,464 | 加仓 |
| TIP | ISHARES TR | $8.07万 | 0.01% | 731 | 11 | 1.5% | $1,214 | 加仓 |
| IEF | ISHARES TR | $8.09万 | 0.01% | 848 | 38 | 4.7% | $3,627 | 加仓 |
| IRMD | IRADIMED CORP | $8.10万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $8.10万 | 0.01% | 1,049 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $8.10万 | 0.01% | 3,427 | 233 | 7.3% | $5,510 | 加仓 |
| ENVA | ENOVA INTL INC | $8.11万 | 0.01% | 597 | 14 | 2.4% | $1,902 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $8.11万 | 0.01% | 508 | 10 | 2.0% | $1,597 | 加仓 |
| CATY | CATHAY GEN BANCORP | $8.12万 | 0.01% | 1,628 | 105 | 6.9% | $5,235 | 加仓 |
| HDB | HDFC BANK LTD | $8.12万 | 0.01% | 3,264 | -3,778 | -53.6% | -$9.40万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $8.13万 | 0.01% | 482 | -20 | -4.0% | -$3,374 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $8.15万 | 0.01% | 550 | -200 | -26.7% | -$2.96万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $8.16万 | 0.01% | 1,120 | 45 | 4.2% | $3,280 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $8.17万 | 0.01% | 8,801 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $8.17万 | 0.01% | 3,034 | 3,034 | — | $8.17万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $8.18万 | 0.01% | 1,180 | 117 | 11.0% | $8,108 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $8.18万 | 0.01% | 2,470 | -94 | -3.7% | -$3,113 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $8.19万 | 0.01% | 1,005 | 98 | 10.8% | $7,985 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $8.19万 | 0.01% | 3,140 | 756 | 31.7% | $1.97万 | 加仓 |
| ROG | ROGERS CORP | $8.19万 | 0.01% | 763 | 17 | 2.3% | $1,825 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $8.20万 | 0.01% | 4,722 | 767 | 19.4% | $1.33万 | 加仓 |
| XPEL | XPEL INC | $8.21万 | 0.01% | 1,856 | 362 | 24.2% | $1.60万 | 加仓 |
| MHO | M/I HOMES INC | $8.22万 | 0.01% | 671 | 9 | 1.4% | $1,102 | 加仓 |
| MTH | MERITAGE HOMES CORP | $8.23万 | 0.01% | 1,331 | -11 | -0.8% | -$680 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $8.24万 | 0.01% | 3,002 | 285 | 10.5% | $7,826 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $8.28万 | 0.01% | 2,018 | 123 | 6.5% | $5,044 | 加仓 |
| FNV | FRANCO NEV CORP | $8.28万 | 0.01% | 335 | 89 | 36.2% | $2.20万 | 加仓 |
| DAN | DANA INC | $8.28万 | 0.01% | 2,460 | 113 | 4.8% | $3,802 | 加仓 |
| — | NUVEEN NY AMT FREE | $8.28万 | 0.01% | 8,111 | 3,051 | 60.3% | $3.12万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $8.29万 | 0.01% | 7,351 | 5,245 | 249.1% | $5.92万 | 加仓 |
| RKT | ROCKET COS INC | $8.29万 | 0.01% | 5,819 | -4,391 | -43.0% | -$6.26万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $8.30万 | 0.01% | 311 | 3 | 1.0% | $800 | 加仓 |
| ITRI | ITRON INC | $8.30万 | 0.01% | 926 | 91 | 10.9% | $8,156 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $8.34万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $8.35万 | 0.01% | 698 | 241 | 52.7% | $2.88万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $8.35万 | 0.01% | 30,822 | 28,397 | 1,171.0% | $7.70万 | 加仓 |
| RAL | RALLIANT CORP | $8.37万 | 0.01% | 2,012 | -281 | -12.3% | -$1.17万 | 减仓 |