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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | $10.25万 | 0.01% | 3,494 | 475 | 15.7% | $1.39万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $10.27万 | 0.01% | 4,314 | 4,305 | 47,833.3% | $10.25万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $10.28万 | 0.01% | 6,160 | -507 | -7.6% | -$8,462 | 减仓 |
| BRC | BRADY CORP | $10.29万 | 0.01% | 1,124 | 304 | 37.1% | $2.78万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $10.31万 | 0.01% | 8,529 | 167 | 2.0% | $2,019 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $10.31万 | 0.01% | 4,032 | 74 | 1.9% | $1,893 | 加仓 |
| JOE | ST JOE CO | $10.32万 | 0.01% | 1,647 | -140 | -7.8% | -$8,768 | 减仓 |
| AVA | AVISTA CORP | $10.38万 | 0.01% | 2,537 | 111 | 4.6% | $4,541 | 加仓 |
| QTWO | Q2 HLDGS INC | $10.42万 | 0.01% | 2,166 | 768 | 54.9% | $3.69万 | 加仓 |
| SLQD | ISHARES TR | $10.44万 | 0.01% | 2,072 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $10.45万 | 0.01% | 536 | 191 | 55.4% | $3.72万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.47万 | 0.01% | 357 | -20 | -5.3% | -$5,864 | 减仓 |
| VGT | VANGUARD WORLD FD | $10.52万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $10.52万 | 0.01% | 2,484 | -815 | -24.7% | -$3.45万 | 减仓 |
| IQV | IQVIA HLDGS INC | $10.53万 | 0.01% | 545 | -149 | -21.5% | -$2.88万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $10.62万 | 0.01% | 1,350 | 1 | 0.1% | $79 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $10.63万 | 0.01% | 173 | 8 | 4.8% | $4,915 | 加仓 |
| NEOG | NEOGEN CORP | $10.67万 | 0.01% | 11,869 | 50 | 0.4% | $449 | 加仓 |
| ANDE | ANDERSONS INC | $10.68万 | 0.01% | 1,562 | 25 | 1.6% | $1,710 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $10.71万 | 0.01% | 652 | -103 | -13.6% | -$1.69万 | 减仓 |
| ZD | ZIFF DAVIS INC | $10.72万 | 0.01% | 2,047 | 3 | 0.1% | $157 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $10.74万 | 0.01% | 3,597 | 226 | 6.7% | $6,746 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $10.75万 | 0.01% | 2,682 | -32 | -1.2% | -$1,283 | 减仓 |
| LKQ | LKQ CORP | $10.76万 | 0.01% | 4,087 | -974 | -19.2% | -$2.56万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $10.78万 | 0.01% | 5,582 | 64 | 1.2% | $1,236 | 加仓 |
| ENSG | ENSIGN GROUP INC | $10.79万 | 0.01% | 673 | -37 | -5.2% | -$5,931 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $10.82万 | 0.01% | 538 | 314 | 140.2% | $6.31万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $10.84万 | 0.01% | 3,797 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $10.85万 | 0.01% | 1,822 | 39 | 2.2% | $2,323 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $10.86万 | 0.01% | 514 | 6 | 1.2% | $1,268 | 加仓 |
| DOV | DOVER CORP | $10.88万 | 0.01% | 485 | 8 | 1.7% | $1,794 | 加仓 |
| PATK | PATRICK INDS INC | $10.94万 | 0.01% | 1,218 | -170 | -12.2% | -$1.53万 | 减仓 |
| SKT | TANGER INC | $10.94万 | 0.01% | 2,772 | 53 | 1.9% | $2,092 | 加仓 |
| MRP | MILLROSE PPTYS INC | $10.94万 | 0.01% | 3,642 | -4,014 | -52.4% | -$12.06万 | 减仓 |
| NSP | INSPERITY INC | $10.95万 | 0.01% | 2,650 | 2,004 | 310.2% | $8.28万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $10.95万 | 0.01% | 1,384 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $10.99万 | 0.01% | 481 | 53 | 12.4% | $1.21万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $11.01万 | 0.01% | 372 | 288 | 342.9% | $8.53万 | 加仓 |
| — | ELECTRONIC ARTS INC | $11.04万 | 0.01% | 539 | 3 | 0.6% | $615 | 加仓 |
| HCI | HCI GROUP INC | $11.06万 | 0.01% | 631 | -3 | -0.5% | -$526 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.09万 | 0.01% | 4,026 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $11.09万 | 0.01% | 5,850 | 3 | 0.1% | $57 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $11.11万 | 0.01% | 2,293 | -75 | -3.2% | -$3,632 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $11.12万 | 0.01% | 1,111 | 40 | 3.7% | $4,003 | 加仓 |
| DON | WISDOMTREE TR | $11.12万 | 0.01% | 1,968 | 0 | 0.0% | — | 不变 |
| — | SEI EXCHANGE TRADED FUNDS | $11.18万 | 0.01% | 3,332 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $11.25万 | 0.01% | 1,342 | 11 | 0.8% | $922 | 加仓 |
| MHO | M/I HOMES INC | $11.26万 | 0.01% | 700 | 29 | 4.3% | $4,663 | 加仓 |
| MUSA | MURPHY USA INC | $11.26万 | 0.01% | 209 | 1 | 0.5% | $539 | 加仓 |
| XPEL | XPEL INC | $11.28万 | 0.01% | 2,275 | 419 | 22.6% | $2.08万 | 加仓 |
| OPLN | OPENLANE INC | $11.31万 | 0.01% | 2,742 | 54 | 2.0% | $2,227 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $11.32万 | 0.01% | 2,063 | 41 | 2.0% | $2,249 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $11.36万 | 0.01% | 6,755 | 113 | 1.7% | $1,900 | 加仓 |
| MGEE | MGE ENERGY INC | $11.37万 | 0.01% | 1,394 | 56 | 4.2% | $4,566 | 加仓 |
| EL | LAUDER ESTEE COS INC | $11.37万 | 0.01% | 1,440 | 3 | 0.2% | $237 | 加仓 |
| RDNT | RADNET INC | $11.38万 | 0.01% | 1,846 | -14 | -0.8% | -$863 | 减仓 |
| NET | CLOUDFLARE INC | $11.43万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $11.44万 | 0.01% | 1,481 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $11.48万 | 0.01% | 4,622 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $11.49万 | 0.01% | 7,170 | 574 | 8.7% | $9,201 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $11.51万 | 0.01% | 7,574 | 355 | 4.9% | $5,396 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $11.53万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $11.59万 | 0.01% | 1,515 | 9 | 0.6% | $689 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $11.59万 | 0.01% | 3,538 | 110 | 3.2% | $3,604 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $11.63万 | 0.01% | 11,376 | 441 | 4.0% | $4,507 | 加仓 |
| LYFT | LYFT INC | $11.66万 | 0.01% | 7,982 | -7,844 | -49.6% | -$11.46万 | 减仓 |
| ALC | ALCON AG | $11.66万 | 0.01% | 1,738 | -964 | -35.7% | -$6.47万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $11.70万 | 0.01% | 5,469 | 1,084 | 24.7% | $2.32万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $11.76万 | 0.01% | 4,541 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $11.76万 | 0.01% | 612 | 13 | 2.2% | $2,499 | 加仓 |
| ADEA | ADEIA INC | $11.82万 | 0.01% | 3,589 | 48 | 1.4% | $1,581 | 加仓 |
| COHU | COHU INC | $11.85万 | 0.01% | 1,603 | 453 | 39.4% | $3.35万 | 加仓 |
| PSO | PEARSON PLC | $11.85万 | 0.01% | 7,459 | 220 | 3.0% | $3,496 | 加仓 |
| LNG | CHENIERE ENERGY INC | $11.85万 | 0.01% | 496 | 12 | 2.5% | $2,868 | 加仓 |
| PSMT | PRICESMART INC | $11.88万 | 0.01% | 608 | 13 | 2.2% | $2,539 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $11.88万 | 0.01% | 2,229 | 1,051 | 89.2% | $5.60万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $11.89万 | 0.01% | 1,583 | 83 | 5.5% | $6,236 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $11.96万 | 0.01% | 5,486 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $11.96万 | 0.01% | 53,175 | -12,964 | -19.6% | -$2.92万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $11.97万 | 0.01% | 223 | -9 | -3.9% | -$4,833 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $11.98万 | 0.01% | 1,373 | 22 | 1.6% | $1,919 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $11.99万 | 0.01% | 5,383 | 3,575 | 197.7% | $7.96万 | 加仓 |
| BCPC | BALCHEM CORP | $12.00万 | 0.01% | 710 | 2 | 0.3% | $338 | 加仓 |
| LOGI | LOGITECH INTL S A | $12.02万 | 0.01% | 1,278 | -4 | -0.3% | -$376 | 减仓 |
| SM | SM ENERGY COMPANY | $12.04万 | 0.01% | 4,612 | 193 | 4.4% | $5,037 | 加仓 |
| JNK | SPDR SERIES TRUST | $12.05万 | 0.01% | 1,250 | 48 | 4.0% | $4,627 | 加仓 |
| UNF | UNIFIRST CORP MASS | $12.06万 | 0.01% | 456 | 9 | 2.0% | $2,380 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $12.06万 | 0.01% | 1,704 | 17 | 1.0% | $1,203 | 加仓 |
| — | ELEVRA LITHIUM LTD | $12.08万 | 0.01% | 1,773 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $12.10万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $12.13万 | 0.01% | 2,324 | 2,124 | 1,062.0% | $11.09万 | 加仓 |
| STM | STMICROELECTRONICS N V | $12.15万 | 0.01% | 1,623 | 17 | 1.1% | $1,273 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $12.21万 | 0.01% | 3,521 | 2,245 | 175.9% | $7.78万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $12.26万 | 0.01% | 11,311 | 11,258 | 21,241.5% | $12.20万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $12.30万 | 0.01% | 2,955 | 83 | 2.9% | $3,454 | 加仓 |
| EBAY | EBAY INC. | $12.34万 | 0.01% | 1,104 | -86 | -7.2% | -$9,610 | 减仓 |
| CRVL | CORVEL CORP | $12.35万 | 0.01% | 1,976 | 249 | 14.4% | $1.56万 | 加仓 |
| INTU | INTUIT | $12.38万 | 0.01% | 475 | -1,161 | -71.0% | -$30.27万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $12.39万 | 0.01% | 540 | -18 | -3.2% | -$4,130 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.39万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |