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 |
|---|---|---|---|---|---|---|---|---|
| SKM | SK TELECOM CO LTD | $10.21万 | 0.01% | 3,485 | 2,178 | 166.6% | $6.38万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $10.23万 | 0.01% | 3,797 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $10.23万 | 0.01% | 3,371 | 16 | 0.5% | $486 | 加仓 |
| MUSA | MURPHY USA INC | $10.27万 | 0.01% | 208 | -57 | -21.5% | -$2.82万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $10.28万 | 0.01% | 3,550 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $10.29万 | 0.01% | 1,007 | -183 | -15.4% | -$1.87万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $10.30万 | 0.01% | 5,550 | 1,306 | 30.8% | $2.42万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $10.31万 | 0.01% | 1,437 | 12 | 0.8% | $861 | 加仓 |
| DON | WISDOMTREE TR | $10.34万 | 0.01% | 1,968 | 1,656 | 530.8% | $8.70万 | 加仓 |
| MGEE | MGE ENERGY INC | $10.34万 | 0.01% | 1,338 | 202 | 17.8% | $1.56万 | 加仓 |
| DIOD | DIODES INC | $10.36万 | 0.01% | 1,518 | 42 | 2.8% | $2,867 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $10.39万 | 0.01% | 2,645 | 92 | 3.6% | $3,615 | 加仓 |
| RDNT | RADNET INC | $10.40万 | 0.01% | 1,860 | 22 | 1.2% | $1,230 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $10.41万 | 0.01% | 15,772 | 4,859 | 44.5% | $3.21万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $10.42万 | 0.01% | 1,481 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $10.44万 | 0.01% | 7,700 | -1,573 | -17.0% | -$2.13万 | 减仓 |
| — | ELEVRA LITHIUM LTD | $10.44万 | 0.01% | 1,773 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $10.46万 | 0.01% | 2,072 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $10.49万 | 0.01% | 5,643 | -1,192 | -17.4% | -$2.22万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $10.56万 | 0.01% | 6,823 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.59万 | 0.01% | 4,026 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $10.59万 | 0.01% | 4,461 | 3,038 | 213.5% | $7.21万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $10.60万 | 0.01% | 1,384 | 973 | 236.7% | $7.45万 | 加仓 |
| PAYX | PAYCHEX INC | $10.60万 | 0.01% | 1,151 | 51 | 4.6% | $4,698 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $10.60万 | 0.01% | 7,219 | 59 | 0.8% | $867 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $10.69万 | 0.01% | 1,708 | -306 | -15.2% | -$1.91万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $10.69万 | 0.01% | 2,781 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $10.70万 | 0.01% | 16,135 | 26 | 0.2% | $172 | 加仓 |
| FELE | FRANKLIN ELEC INC | $10.70万 | 0.01% | 1,161 | 10 | 0.9% | $922 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $10.72万 | 0.01% | 522 | 9 | 1.8% | $1,847 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $10.72万 | 0.01% | 7,740 | -17 | -0.2% | -$235 | 减仓 |
| TDC | TERADATA CORP DEL | $10.73万 | 0.01% | 4,188 | 361 | 9.4% | $9,252 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $10.75万 | 0.01% | 2,872 | 406 | 16.5% | $1.52万 | 加仓 |
| SN | SHARKNINJA INC | $10.77万 | 0.01% | 1,017 | 283 | 38.6% | $3.00万 | 加仓 |
| — | ARCOSA INC | $10.81万 | 0.01% | 1,018 | 41 | 4.2% | $4,352 | 加仓 |
| EBAY | EBAY INC. | $10.83万 | 0.01% | 1,190 | 7 | 0.6% | $637 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $10.88万 | 0.01% | 434 | -3 | -0.7% | -$752 | 减仓 |
| — | ELECTRONIC ARTS INC | $10.92万 | 0.01% | 536 | 40 | 8.1% | $8,147 | 加仓 |
| J | JACOBS SOLUTIONS INC | $10.93万 | 0.01% | 859 | -124 | -12.6% | -$1.58万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $10.94万 | 0.01% | 3,224 | 105 | 3.4% | $3,562 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.95万 | 0.01% | 377 | 2 | 0.5% | $581 | 加仓 |
| ALLY | ALLY FINL INC | $10.96万 | 0.01% | 2,794 | 1,298 | 86.8% | $5.09万 | 加仓 |
| NEOG | NEOGEN CORP | $10.98万 | 0.01% | 11,819 | 214 | 1.8% | $1,988 | 加仓 |
| NE | NOBLE CORP PLC | $10.99万 | 0.01% | 2,240 | 120 | 5.7% | $5,888 | 加仓 |
| JOBY | JOBY AVIATION INC | $11.01万 | 0.01% | 13,333 | 67 | 0.5% | $553 | 加仓 |
| ANDE | ANDERSONS INC | $11.03万 | 0.01% | 1,537 | 1,045 | 212.4% | $7.50万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $11.04万 | 0.01% | 10,935 | -2,227 | -16.9% | -$2.25万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $11.05万 | 0.01% | 755 | 19 | 2.6% | $2,781 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $11.06万 | 0.01% | 5,177 | 131 | 2.6% | $2,798 | 加仓 |
| MAC | MACERICH CO | $11.06万 | 0.01% | 5,853 | 266 | 4.8% | $5,027 | 加仓 |
| RS | RELIANCE INC | $11.17万 | 0.01% | 368 | -2 | -0.5% | -$607 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $11.18万 | 0.01% | 1,233 | 609 | 97.6% | $5.52万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $11.21万 | 0.01% | 5,152 | 748 | 17.0% | $1.63万 | 加仓 |
| JOE | ST JOE CO | $11.22万 | 0.01% | 1,787 | 182 | 11.3% | $1.14万 | 加仓 |
| DINO | HF SINCLAIR CORP | $11.24万 | 0.01% | 1,802 | 15 | 0.8% | $936 | 加仓 |
| UNF | UNIFIRST CORP MASS | $11.25万 | 0.01% | 447 | 16 | 3.7% | $4,025 | 加仓 |
| POWL | POWELL INDS INC | $11.25万 | 0.01% | 208 | 10 | 5.1% | $5,411 | 加仓 |
| AXON | AXON ENTERPRISE INC | $11.30万 | 0.01% | 266 | 176 | 195.6% | $7.47万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $11.30万 | 0.01% | 10,125 | -2,273 | -18.3% | -$2.54万 | 减仓 |
| INFY | INFOSYS LTD | $11.38万 | 0.01% | 8,422 | -5,660 | -40.2% | -$7.65万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $11.38万 | 0.01% | 2,368 | 75 | 3.3% | $3,604 | 加仓 |
| RPM | RPM INTL INC | $11.38万 | 0.01% | 1,145 | -8 | -0.7% | -$795 | 减仓 |
| GNRC | GENERAC HLDGS INC | $11.47万 | 0.01% | 587 | -98 | -14.3% | -$1.91万 | 减仓 |
| JNK | SPDR SERIES TRUST | $11.50万 | 0.01% | 1,202 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $11.52万 | 0.01% | 4,622 | -950 | -17.0% | -$2.37万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $11.57万 | 0.01% | 3,238 | 149 | 4.8% | $5,325 | 加仓 |
| FBNC | FIRST BANCORP N C | $11.60万 | 0.01% | 2,058 | 55 | 2.7% | $3,099 | 加仓 |
| EQNR | EQUINOR ASA | $11.60万 | 0.01% | 2,749 | 73 | 2.7% | $3,081 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $11.66万 | 0.01% | 912 | 60 | 7.0% | $7,672 | 加仓 |
| ECL | ECOLAB INC | $11.68万 | 0.01% | 439 | -311 | -41.5% | -$8.27万 | 减仓 |
| LOGI | LOGITECH INTL S A | $11.68万 | 0.01% | 1,282 | 22 | 1.7% | $2,005 | 加仓 |
| CMS | CMS ENERGY CORP | $11.68万 | 0.01% | 1,506 | 47 | 3.2% | $3,646 | 加仓 |
| EFX | EQUIFAX INC | $11.79万 | 0.01% | 655 | 457 | 230.8% | $8.23万 | 加仓 |
| DRS | LEONARDO DRS INC | $11.80万 | 0.01% | 2,651 | 943 | 55.2% | $4.20万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $11.81万 | 0.01% | 1,622 | 45 | 2.9% | $3,277 | 加仓 |
| INSM | INSMED INC | $11.82万 | 0.01% | 723 | -120 | -14.2% | -$1.96万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $11.82万 | 0.01% | 560 | 25 | 4.7% | $5,279 | 加仓 |
| IQV | IQVIA HLDGS INC | $11.84万 | 0.01% | 694 | 193 | 38.5% | $3.29万 | 加仓 |
| MOS | MOSAIC CO | $11.87万 | 0.01% | 4,653 | 3,393 | 269.3% | $8.65万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $11.87万 | 0.01% | 1,349 | -28 | -2.0% | -$2,464 | 减仓 |
| MHK | MOHAWK INDS INC | $11.88万 | 0.01% | 1,207 | 380 | 45.9% | $3.74万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $11.93万 | 0.01% | 2,120 | 34 | 1.6% | $1,914 | 加仓 |
| VXF | VANGUARD INDEX FDS | $11.94万 | 0.01% | 580 | 528 | 1,015.4% | $10.87万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $11.99万 | 0.01% | 1,928 | -266 | -12.1% | -$1.65万 | 减仓 |
| BCPC | BALCHEM CORP | $12.00万 | 0.01% | 708 | 34 | 5.0% | $5,762 | 加仓 |
| HLN | HALEON PLC | $12.02万 | 0.01% | 12,004 | -94 | -0.8% | -$941 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $12.06万 | 0.01% | 569 | -30 | -5.0% | -$6,357 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $12.08万 | 0.01% | 24,812 | -5,595 | -18.4% | -$2.72万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $12.11万 | 0.01% | 3,944 | 3,791 | 2,477.8% | $11.64万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $12.14万 | 0.01% | 232 | -1 | -0.4% | -$523 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $12.16万 | 0.01% | 737 | -134 | -15.4% | -$2.21万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $12.16万 | 0.01% | 12,778 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $12.18万 | 0.01% | 486 | 21 | 4.5% | $5,264 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $12.22万 | 0.01% | 6,596 | 132 | 2.0% | $2,445 | 加仓 |
| FTRE | FORTREA HLDGS INC | $12.22万 | 0.01% | 12,975 | 153 | 1.2% | $1,441 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.23万 | 0.01% | 97 | 3 | 3.2% | $3,784 | 加仓 |
| — | QORVO INC | $12.25万 | 0.01% | 1,583 | -145 | -8.4% | -$1.12万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $12.28万 | 0.01% | 1,431 | -423 | -22.8% | -$3.63万 | 减仓 |
| MNRO | MONRO INC | $12.28万 | 0.01% | 7,655 | -3,160 | -29.2% | -$5.07万 | 减仓 |
| DVY | ISHARES TR | $12.32万 | 0.01% | 814 | 0 | 0.0% | — | 不变 |