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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $8.53万 | 0.01% | 1,849 | 36 | 2.0% | $1,661 | 加仓 |
| NE | NOBLE CORP PLC | $8.55万 | 0.01% | 2,292 | 52 | 2.3% | $1,940 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $8.55万 | 0.01% | 1,694 | 22 | 1.3% | $1,111 | 加仓 |
| RKT | ROCKET COS INC | $8.55万 | 0.01% | 5,431 | -388 | -6.7% | -$6,111 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD | $8.59万 | 0.01% | 6,426 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $8.60万 | 0.01% | 2,890 | 120 | 4.3% | $3,570 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $8.63万 | 0.01% | 1,604 | 485 | 43.3% | $2.61万 | 加仓 |
| GLPI | GAMING & LEISURE P | $8.65万 | 0.01% | 1,943 | 655 | 50.9% | $2.92万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $8.67万 | 0.01% | 443 | 11 | 2.5% | $2,152 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $8.67万 | 0.01% | 1,132 | 12 | 1.1% | $919 | 加仓 |
| — | NUVEEN NY AMT FREE | $8.68万 | 0.01% | 8,097 | -14 | -0.2% | -$150 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $8.69万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $8.71万 | 0.01% | 528 | 6 | 1.1% | $990 | 加仓 |
| PTC | PTC INC | $8.75万 | 0.01% | 770 | -111 | -12.6% | -$1.26万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $8.82万 | 0.01% | 315 | 4 | 1.3% | $1,120 | 加仓 |
| IWR | ISHARES TR | $8.83万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $8.84万 | 0.01% | 511 | 10 | 2.0% | $1,730 | 加仓 |
| RXO | RXO INC | $8.86万 | 0.01% | 3,212 | 544 | 20.4% | $1.50万 | 加仓 |
| HXL | HEXCEL CORP NEW | $8.91万 | 0.01% | 890 | 739 | 489.4% | $7.39万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $8.93万 | 0.01% | 2,479 | 866 | 53.7% | $3.12万 | 加仓 |
| CVSA | COVISTA INC | $8.96万 | 0.01% | 719 | 31 | 4.5% | $3,864 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $8.98万 | 0.01% | 2,858 | 92 | 3.3% | $2,892 | 加仓 |
| VBR | VANGUARD INDEX FDS | $8.99万 | 0.01% | 370 | 14 | 3.9% | $3,402 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $9.03万 | 0.01% | 1,546 | 64 | 4.3% | $3,740 | 加仓 |
| EMLC | VANECK ETF TRUST | $9.04万 | 0.01% | 3,537 | -28 | -0.8% | -$716 | 减仓 |
| LRN | STRIDE INC | $9.06万 | 0.01% | 1,050 | 11 | 1.1% | $949 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $9.06万 | 0.01% | 2,789 | 8 | 0.3% | $260 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $9.09万 | 0.01% | 1,143 | 27 | 2.4% | $2,148 | 加仓 |
| SYY | SYSCO CORP | $9.09万 | 0.01% | 1,088 | 39 | 3.7% | $3,260 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $9.12万 | 0.01% | 2,025 | 0 | 0.0% | — | 不变 |
| PCB | PCB BANCORP | $9.13万 | 0.01% | 3,218 | -44 | -1.3% | -$1,248 | 减仓 |
| GNW | GENWORTH FINL INC | $9.15万 | 0.01% | 9,659 | 282 | 3.0% | $2,671 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $9.16万 | 0.01% | 1,821 | -197 | -9.8% | -$9,907 | 减仓 |
| VST | VISTRA CORP | $9.17万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $9.19万 | 0.01% | 377 | 83 | 28.2% | $2.02万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $9.22万 | 0.01% | 2,414 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $9.24万 | 0.01% | 1,092 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $9.28万 | 0.01% | 9,377 | 2,384 | 34.1% | $2.36万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $9.29万 | 0.01% | 733 | 35 | 5.0% | $4,437 | 加仓 |
| IR | INGERSOLL RAND INC | $9.31万 | 0.01% | 1,135 | -35 | -3.0% | -$2,870 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $9.32万 | 0.01% | 1,977 | -941 | -32.2% | -$4.44万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $9.32万 | 0.01% | 5,002 | -13 | -0.3% | -$242 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $9.35万 | 0.01% | 554 | 6 | 1.1% | $1,012 | 加仓 |
| SKY | CHAMPION HOMES INC | $9.38万 | 0.01% | 1,064 | 28 | 2.7% | $2,467 | 加仓 |
| ARW | ARROW ELECTRS INC | $9.41万 | 0.01% | 441 | 370 | 521.1% | $7.90万 | 加仓 |
| MC | MOELIS & CO | $9.45万 | 0.01% | 1,444 | 66 | 4.8% | $4,318 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $9.46万 | 0.01% | 2,347 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $9.46万 | 0.01% | 3,565 | -1,949 | -35.3% | -$5.17万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $9.46万 | 0.01% | 3,550 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $9.47万 | 0.01% | 627 | 627 | — | $9.47万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $9.48万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $9.49万 | 0.01% | 2,433 | 6 | 0.2% | $234 | 加仓 |
| CNS | COHEN & STEERS INC | $9.54万 | 0.01% | 1,253 | 17 | 1.4% | $1,294 | 加仓 |
| DGRO | ISHARES TR | $9.55万 | 0.01% | 1,260 | 1,260 | — | $9.55万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $9.57万 | 0.01% | 7,428 | 432 | 6.2% | $5,564 | 加仓 |
| STBA | S & T BANCORP INC | $9.57万 | 0.01% | 1,950 | 22 | 1.1% | $1,080 | 加仓 |
| ENB | ENBRIDGE INC | $9.59万 | 0.01% | 1,769 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $9.61万 | 0.01% | 330 | 42 | 14.6% | $1.22万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $9.66万 | 0.01% | 3,933 | -8,435 | -68.2% | -$20.71万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $9.66万 | 0.01% | 3,296 | 92 | 2.9% | $2,696 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $9.66万 | 0.01% | 9,272 | 370 | 4.2% | $3,855 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $9.70万 | 0.01% | 1,610 | -1,107 | -40.7% | -$6.67万 | 减仓 |
| IEFA | ISHARES TR | $9.71万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $9.71万 | 0.01% | 3,001 | 610 | 25.5% | $1.97万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $9.73万 | 0.01% | 2,663 | 1,884 | 241.8% | $6.88万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $9.73万 | 0.01% | 7,910 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $9.73万 | 0.01% | 501 | -793 | -61.3% | -$15.40万 | 减仓 |
| RUN | SUNRUN INC | $9.73万 | 0.01% | 7,275 | -425 | -5.5% | -$5,687 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $9.73万 | 0.01% | 5,429 | -214 | -3.8% | -$3,837 | 减仓 |
| IOT | SAMSARA INC | $9.75万 | 0.01% | 3,005 | -67 | -2.2% | -$2,173 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $9.75万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $9.77万 | 0.01% | 2,568 | 7 | 0.3% | $266 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $9.79万 | 0.01% | 30,898 | 76 | 0.2% | $241 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $9.80万 | 0.01% | 4,145 | 79 | 1.9% | $1,868 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $9.84万 | 0.01% | 1,234 | 1,051 | 574.3% | $8.38万 | 加仓 |
| GFF | GRIFFON CORP | $9.84万 | 0.01% | 1,009 | 49 | 5.1% | $4,779 | 加仓 |
| WHD | CACTUS INC | $9.86万 | 0.01% | 1,925 | 46 | 2.4% | $2,357 | 加仓 |
| IONQ | IONQ INC | $9.88万 | 0.01% | 1,855 | -266 | -12.5% | -$1.42万 | 减仓 |
| ATR | APTARGROUP INC | $9.93万 | 0.01% | 793 | 49 | 6.6% | $6,137 | 加仓 |
| AOS | SMITH A O CORP | $9.94万 | 0.01% | 1,585 | -404 | -20.3% | -$2.53万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $9.96万 | 0.01% | 1,305 | 4 | 0.3% | $305 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $9.97万 | 0.01% | 2,988 | 39 | 1.3% | $1,301 | 加仓 |
| IEI | ISHARES TR | $9.97万 | 0.01% | 849 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $9.97万 | 0.01% | 4,392 | 32 | 0.7% | $727 | 加仓 |
| KMT | KENNAMETAL INC | $9.98万 | 0.01% | 2,846 | 39 | 1.4% | $1,367 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $9.99万 | 0.01% | 162 | -20 | -11.0% | -$1.23万 | 减仓 |
| UE | URBAN EDGE PPTYS | $10.00万 | 0.01% | 4,372 | 61 | 1.4% | $1,396 | 加仓 |
| CINF | CINCINNATI FINL CORP | $10.03万 | 0.01% | 542 | 4 | 0.7% | $741 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $10.10万 | 0.01% | 1,275 | -5 | -0.4% | -$396 | 减仓 |
| JOBY | JOBY AVIATION INC | $10.11万 | 0.01% | 11,330 | -2,003 | -15.0% | -$1.79万 | 减仓 |
| NEM | NEWMONT CORP | $10.12万 | 0.01% | 1,084 | 227 | 26.5% | $2.12万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $10.12万 | 0.01% | 1,241 | 12 | 1.0% | $979 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $10.13万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $10.15万 | 0.01% | 1,833 | 47 | 2.6% | $2,602 | 加仓 |
| REG | REGENCY CTRS CORP | $10.16万 | 0.01% | 1,274 | 15 | 1.2% | $1,196 | 加仓 |
| HLN | HALEON PLC | $10.19万 | 0.01% | 10,926 | -1,078 | -9.0% | -$1.01万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $10.21万 | 0.01% | 8,580 | 1,229 | 16.7% | $1.46万 | 加仓 |
| EQNR | EQUINOR ASA | $10.21万 | 0.01% | 3,252 | 503 | 18.3% | $1.58万 | 加仓 |
| ADT | ADT INC DEL | $10.23万 | 0.01% | 15,740 | 14,446 | 1,116.4% | $9.39万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $10.25万 | 0.01% | 1,653 | 25 | 1.5% | $1,550 | 加仓 |