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 |
|---|---|---|---|---|---|---|---|---|
| DINO | HF SINCLAIR CORP | $12.46万 | 0.01% | 1,789 | -13 | -0.7% | -$905 | 减仓 |
| CNO | CNO FINL GROUP INC | $12.46万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $12.50万 | 0.01% | 2,476 | -71 | -2.8% | -$3,586 | 减仓 |
| CC | CHEMOURS CO | $12.55万 | 0.01% | 6,114 | 84 | 1.4% | $1,724 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $12.66万 | 0.01% | 933 | -1,870 | -66.7% | -$25.36万 | 减仓 |
| ECL | ECOLAB INC | $12.68万 | 0.01% | 455 | 16 | 3.6% | $4,458 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $12.69万 | 0.01% | 3,108 | 74 | 2.4% | $3,022 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $12.72万 | 0.01% | 1,361 | 12 | 0.9% | $1,121 | 加仓 |
| DVY | ISHARES TR | $12.72万 | 0.01% | 814 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $12.73万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $12.80万 | 0.01% | 405 | 9 | 2.3% | $2,845 | 加仓 |
| FELE | FRANKLIN ELEC INC | $12.81万 | 0.01% | 1,195 | 34 | 2.9% | $3,644 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $12.91万 | 0.01% | 1,167 | -6 | -0.5% | -$664 | 减仓 |
| DAVE | DAVE INC | $12.97万 | 0.01% | 348 | -103 | -22.8% | -$3.84万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $12.98万 | 0.01% | 26,716 | 1,904 | 7.7% | $9,253 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $12.99万 | 0.01% | 3,791 | 130 | 3.6% | $4,455 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $13.04万 | 0.01% | 13,040 | 262 | 2.1% | $2,620 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $13.08万 | 0.01% | 1,634 | 4 | 0.2% | $320 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $13.10万 | 0.01% | 1,233 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $13.12万 | 0.01% | 9,878 | 2,573 | 35.2% | $3.42万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $13.14万 | 0.01% | 22,932 | 595 | 2.7% | $3,409 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $13.16万 | 0.01% | 4,661 | 3,164 | 211.4% | $8.94万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $13.18万 | 0.01% | 493 | 11 | 2.3% | $2,941 | 加仓 |
| FBNC | FIRST BANCORP N C | $13.20万 | 0.01% | 2,065 | 7 | 0.3% | $448 | 加仓 |
| BTU | PEABODY ENGR CORP | $13.20万 | 0.01% | 5,711 | 104 | 1.9% | $2,404 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $13.23万 | 0.01% | 893 | 191 | 27.2% | $2.83万 | 加仓 |
| TXT | TEXTRON INC | $13.24万 | 0.01% | 1,443 | -1,944 | -57.4% | -$17.83万 | 减仓 |
| KMX | CARMAX INC | $13.24万 | 0.01% | 2,504 | -1,376 | -35.5% | -$7.28万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $13.26万 | 0.01% | 10,125 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $13.27万 | 0.01% | 1,323 | 143 | 12.1% | $1.43万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $13.28万 | 0.01% | 559 | -1 | -0.2% | -$237 | 减仓 |
| AIR | AAR CORP | $13.29万 | 0.01% | 930 | 13 | 1.4% | $1,858 | 加仓 |
| AMT | AMERICAN TOWER CORP | $13.30万 | 0.01% | 813 | 76 | 10.3% | $1.24万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $13.34万 | 0.01% | 2,798 | -32 | -1.1% | -$1,526 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $13.39万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $13.41万 | 0.01% | 12,220 | 457 | 3.9% | $5,013 | 加仓 |
| HAL | HALLIBURTON CO | $13.43万 | 0.01% | 3,956 | 37 | 0.9% | $1,256 | 加仓 |
| VLO | VALERO ENERGY CORP | $13.49万 | 0.01% | 518 | -4,534 | -89.7% | -$118.08万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $13.50万 | 0.01% | 11,437 | 2,220 | 24.1% | $2.62万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $13.54万 | 0.01% | 934 | 22 | 2.4% | $3,190 | 加仓 |
| CLSK | CLEANSPARK INC | $13.58万 | 0.01% | 9,335 | 1,906 | 25.7% | $2.77万 | 加仓 |
| CE | CELANESE CORP DEL | $13.63万 | 0.01% | 2,962 | 87 | 3.0% | $4,002 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $13.67万 | 0.01% | 3,166 | 63 | 2.0% | $2,720 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $13.68万 | 0.01% | 2,572 | -160 | -5.9% | -$8,512 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $13.72万 | 0.01% | 5,261 | 84 | 1.6% | $2,190 | 加仓 |
| RS | RELIANCE INC | $13.73万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $13.74万 | 0.01% | 3,263 | 39 | 1.2% | $1,642 | 加仓 |
| FULT | FULTON FINL CORP PA | $13.74万 | 0.01% | 5,680 | 733 | 14.8% | $1.77万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $13.80万 | 0.01% | 6,823 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $13.83万 | 0.01% | 914 | -130 | -12.5% | -$1.97万 | 减仓 |
| TRN | TRINITY INDS INC | $13.83万 | 0.01% | 4,000 | 43 | 1.1% | $1,487 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $13.84万 | 0.01% | 12,885 | 187 | 1.5% | $2,008 | 加仓 |
| GPC | GENUINE PARTS CO | $13.85万 | 0.01% | 1,174 | -43 | -3.5% | -$5,073 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $13.85万 | 0.01% | 4,800 | 78 | 1.7% | $2,251 | 加仓 |
| TDC | TERADATA CORP DEL | $14.00万 | 0.01% | 4,039 | -149 | -3.6% | -$5,163 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $14.04万 | 0.01% | 3,019 | -88 | -2.8% | -$4,093 | 减仓 |
| ROG | ROGERS CORP | $14.06万 | 0.01% | 859 | 96 | 12.6% | $1.57万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $14.08万 | 0.01% | 4,118 | 1,473 | 55.7% | $5.03万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $14.13万 | 0.01% | 686 | 2 | 0.3% | $412 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $14.14万 | 0.01% | 212 | 1 | 0.5% | $667 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $14.14万 | 0.01% | 3,343 | 105 | 3.2% | $4,443 | 加仓 |
| SOXX | ISHARES TR | $14.22万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $14.25万 | 0.01% | 512 | 8 | 1.6% | $2,226 | 加仓 |
| — | QORVO INC | $14.27万 | 0.01% | 1,530 | -53 | -3.3% | -$4,943 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $14.29万 | 0.01% | 18,627 | 6,494 | 53.5% | $4.98万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $14.29万 | 0.01% | 1,975 | 143 | 7.8% | $1.03万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $14.38万 | 0.01% | 4,722 | 25 | 0.5% | $761 | 加仓 |
| CLMT | CALUMET INC | $14.41万 | 0.01% | 4,000 | -51 | -1.3% | -$1,837 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $14.41万 | 0.01% | 283 | -32 | -10.2% | -$1.63万 | 减仓 |
| ESLT | ELBIT SYS LTD | $14.42万 | 0.01% | 190 | 7 | 3.8% | $5,311 | 加仓 |
| EAT | BRINKER INTL INC | $14.43万 | 0.01% | 859 | 246 | 40.1% | $4.13万 | 加仓 |
| CVNA | CARVANA CO | $14.43万 | 0.01% | 2,193 | 88 | 4.2% | $5,792 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $14.47万 | 0.01% | 868 | -19 | -2.1% | -$3,167 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $14.47万 | 0.01% | 1,668 | 46 | 2.8% | $3,990 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $14.50万 | 0.01% | 2,852 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $14.58万 | 0.01% | 1,298 | -153 | -10.5% | -$1.72万 | 减仓 |
| REX | REX AMERICAN RES CORP | $14.66万 | 0.01% | 3,247 | 16 | 0.5% | $722 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $14.67万 | 0.01% | 4,641 | 1,278 | 38.0% | $4.04万 | 加仓 |
| RKLB | ROCKET LAB CORP | $14.68万 | 0.01% | 1,444 | -63 | -4.2% | -$6,404 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $14.69万 | 0.01% | 1,106 | 20 | 1.8% | $2,657 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $14.73万 | 0.01% | 16,310 | 538 | 3.4% | $4,858 | 加仓 |
| ENVA | ENOVA INTL INC | $14.80万 | 0.01% | 615 | 18 | 3.0% | $4,333 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $14.81万 | 0.01% | 699 | 22 | 3.2% | $4,662 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $14.85万 | 0.01% | 1,130 | 426 | 60.5% | $5.60万 | 加仓 |
| — | ISHARES TR | $14.87万 | 0.01% | 5,497 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $14.88万 | 0.01% | 1,391 | -4 | -0.3% | -$428 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $14.98万 | 0.01% | 1,634 | 93 | 6.0% | $8,524 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $15.02万 | 0.01% | 175 | 78 | 80.4% | $6.69万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $15.04万 | 0.01% | 1,744 | 92 | 5.6% | $7,933 | 加仓 |
| WYNN | WYNN RESORTS LTD | $15.04万 | 0.01% | 1,549 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $15.07万 | 0.01% | 5,983 | 130 | 2.2% | $3,275 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $15.10万 | 0.01% | 1,468 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $15.10万 | 0.01% | 2,354 | 862 | 57.8% | $5.53万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $15.11万 | 0.01% | 2,166 | 571 | 35.8% | $3.98万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $15.16万 | 0.01% | 6,395 | 5,123 | 402.8% | $12.15万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $15.17万 | 0.01% | 3,444 | 40 | 1.2% | $1,762 | 加仓 |
| — | ARCOSA INC | $15.17万 | 0.01% | 1,044 | 26 | 2.6% | $3,778 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $15.18万 | 0.01% | 3,155 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $15.25万 | 0.01% | 1,138 | 324 | 39.8% | $4.34万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $15.26万 | 0.01% | 29,339 | -6,504 | -18.1% | -$3.38万 | 减仓 |