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 |
|---|---|---|---|---|---|---|---|---|
| SPNT | SIRIUSPOINT LTD | $12.34万 | 0.01% | 5,731 | -512 | -8.2% | -$1.10万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $12.37万 | 0.01% | 652 | 48 | 7.9% | $9,108 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $12.38万 | 0.01% | 1,086 | 94 | 9.5% | $1.07万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $12.40万 | 0.01% | 2,830 | 32 | 1.1% | $1,402 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $12.41万 | 0.01% | 2,547 | -42 | -1.6% | -$2,046 | 减仓 |
| IPAR | INTERPARFUMS INC | $12.41万 | 0.01% | 1,366 | 1,085 | 386.1% | $9.86万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $12.45万 | 0.01% | 2,126 | 0 | 0.0% | — | 不变 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $12.47万 | 0.01% | 12,698 | -5,249 | -29.2% | -$5.15万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $12.50万 | 0.01% | 3,958 | 166 | 4.4% | $5,241 | 加仓 |
| ARMK | ARAMARK | $12.52万 | 0.01% | 3,088 | 16 | 0.5% | $649 | 加仓 |
| PTC | PTC INC | $12.55万 | 0.01% | 881 | 73 | 9.0% | $1.04万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $12.68万 | 0.01% | 478 | -206 | -30.1% | -$5.47万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $12.69万 | 0.01% | 625 | 2 | 0.3% | $406 | 加仓 |
| ENS | ENERSYS | $12.70万 | 0.01% | 731 | -5 | -0.7% | -$869 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $12.72万 | 0.01% | 7,450 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $12.72万 | 0.01% | 737 | -162 | -18.0% | -$2.80万 | 减仓 |
| TRN | TRINITY INDS INC | $12.73万 | 0.01% | 3,957 | 2,134 | 117.1% | $6.87万 | 加仓 |
| NTAP | NETAPP INC | $12.75万 | 0.01% | 1,245 | 9 | 0.7% | $922 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $12.77万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $12.77万 | 0.01% | 1,107 | -304 | -21.5% | -$3.51万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $12.84万 | 0.01% | 2,803 | -47 | -1.6% | -$2,153 | 减仓 |
| GPC | GENUINE PARTS CO | $12.87万 | 0.01% | 1,217 | 159 | 15.0% | $1.68万 | 加仓 |
| CHEF | CHEFS WHSE INC | $12.89万 | 0.01% | 2,168 | 29 | 1.4% | $1,724 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $12.89万 | 0.01% | 1,828 | -279 | -13.2% | -$1.97万 | 减仓 |
| — | GATES INDL CORP PLC | $12.91万 | 0.01% | 5,710 | 406 | 7.7% | $9,180 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $12.95万 | 0.01% | 3,424 | 1,812 | 112.4% | $6.85万 | 加仓 |
| — | SEALED AIR CORP NEW | $13.02万 | 0.01% | 3,097 | 344 | 12.5% | $1.45万 | 加仓 |
| BOX | BOX INC | $13.04万 | 0.01% | 5,514 | 253 | 4.8% | $5,981 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $13.11万 | 0.01% | 3,103 | 2,508 | 421.5% | $10.60万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $13.11万 | 0.01% | 2,732 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $13.12万 | 0.01% | 1,989 | 246 | 14.1% | $1.62万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $13.13万 | 0.01% | 1,541 | -111 | -6.7% | -$9,457 | 减仓 |
| TEX | TEREX CORP NEW | $13.13万 | 0.01% | 2,222 | 2,108 | 1,849.1% | $12.46万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $13.13万 | 0.01% | 504 | 157 | 45.2% | $4.09万 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $13.16万 | 0.01% | 5,486 | -4 | -0.1% | -$96 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $13.16万 | 0.01% | 7,313 | -258 | -3.4% | -$4,644 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $13.17万 | 0.01% | 2,870 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $13.18万 | 0.01% | 5,518 | 167 | 3.1% | $3,988 | 加仓 |
| VSAT | VIASAT INC | $13.23万 | 0.01% | 2,888 | 200 | 7.4% | $9,160 | 加仓 |
| CVNA | CARVANA CO | $13.24万 | 0.01% | 421 | -6 | -1.4% | -$1,886 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $13.27万 | 0.01% | 677 | 51 | 8.1% | $9,994 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $13.28万 | 0.01% | 1,173 | 22 | 1.9% | $2,490 | 加仓 |
| CC | CHEMOURS CO | $13.28万 | 0.01% | 6,030 | 165 | 2.8% | $3,635 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $13.30万 | 0.01% | 1,351 | -4 | -0.3% | -$394 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $13.31万 | 0.01% | 1,426 | -55 | -3.7% | -$5,132 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $13.35万 | 0.01% | 1,131 | 51 | 4.7% | $6,021 | 加仓 |
| APG | API GROUP CORP | $13.37万 | 0.01% | 3,299 | -88 | -2.6% | -$3,566 | 减仓 |
| GKOS | GLAUKOS CORP | $13.37万 | 0.01% | 1,242 | 66 | 5.6% | $7,106 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $13.41万 | 0.01% | 684 | 9 | 1.3% | $1,764 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $13.41万 | 0.01% | 1,240 | 24 | 2.0% | $2,595 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $13.43万 | 0.01% | 5,820 | 5,430 | 1,392.3% | $12.53万 | 加仓 |
| ENTG | ENTEGRIS INC | $13.48万 | 0.01% | 1,150 | 63 | 5.8% | $7,386 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $13.53万 | 0.01% | 2,918 | 284 | 10.8% | $1.32万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $13.58万 | 0.01% | 1,157 | 1,152 | 23,040.0% | $13.52万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $13.62万 | 0.01% | 1,226 | -20 | -1.6% | -$2,221 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $13.67万 | 0.01% | 4,108 | 229 | 5.9% | $7,621 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $13.69万 | 0.01% | 1,468 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $13.73万 | 0.01% | 484 | -3 | -0.6% | -$851 | 减仓 |
| SM | SM ENERGY COMPANY | $13.78万 | 0.01% | 4,419 | 3,364 | 318.9% | $10.49万 | 加仓 |
| SNEX | STONEX GROUP INC | $13.86万 | 0.01% | 1,719 | 611 | 55.1% | $4.93万 | 加仓 |
| IESC | IES HOLDINGS INC | $13.87万 | 0.01% | 291 | -32 | -9.9% | -$1.52万 | 减仓 |
| — | AIR LEASE CORP | $13.88万 | 0.01% | 2,137 | 191 | 9.8% | $1.24万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $13.92万 | 0.01% | 479 | -42 | -8.1% | -$1.22万 | 减仓 |
| TRIN | TRINITY CAP INC | $14.01万 | 0.01% | 9,522 | 9,522 | — | $14.01万 | 新建仓 |
| WIT | WIPRO LTD | $14.02万 | 0.01% | 66,139 | -25,283 | -27.7% | -$5.36万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $14.02万 | 0.01% | 1,832 | 1,383 | 308.0% | $10.59万 | 加仓 |
| MYRG | MYR GROUP INC | $14.09万 | 0.01% | 499 | -10 | -2.0% | -$2,823 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $14.09万 | 0.01% | 4,697 | 89 | 1.9% | $2,670 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $14.10万 | 0.01% | 5,091 | 5,037 | 9,327.8% | $13.95万 | 加仓 |
| WU | WESTERN UN CO | $14.12万 | 0.01% | 16,169 | 66 | 0.4% | $576 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $14.12万 | 0.01% | 2,717 | -673 | -19.9% | -$3.50万 | 减仓 |
| ARCB | ARCBEST CORP | $14.12万 | 0.01% | 1,436 | 18 | 1.3% | $1,770 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $14.22万 | 0.01% | 8,712 | -822 | -8.6% | -$1.34万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $14.23万 | 0.01% | 1,542 | 551 | 55.6% | $5.08万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $14.24万 | 0.01% | 443 | 19 | 4.5% | $6,107 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $14.25万 | 0.01% | 2,852 | -102 | -3.5% | -$5,097 | 减仓 |
| CARG | CARGURUS INC | $14.28万 | 0.01% | 4,195 | -692 | -14.2% | -$2.36万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $14.31万 | 0.01% | 710 | 37 | 5.5% | $7,456 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $14.36万 | 0.01% | 1,077 | 1,032 | 2,293.3% | $13.76万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $14.41万 | 0.01% | 887 | -12 | -1.3% | -$1,949 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $14.46万 | 0.01% | 2,202 | 1,445 | 190.9% | $9.49万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $14.48万 | 0.01% | 2,475 | 366 | 17.4% | $2.14万 | 加仓 |
| BALL | BALL CORP | $14.48万 | 0.01% | 2,450 | 2,099 | 598.0% | $12.41万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $14.49万 | 0.01% | 505 | -781 | -60.7% | -$22.41万 | 减仓 |
| PLXS | PLEXUS CORP | $14.52万 | 0.02% | 717 | 26 | 3.8% | $5,266 | 加仓 |
| CLMT | CALUMET INC | $14.54万 | 0.02% | 4,051 | -51 | -1.2% | -$1,831 | 减仓 |
| HPQ | HP INC | $14.59万 | 0.02% | 7,593 | -905 | -10.6% | -$1.74万 | 减仓 |
| — | ISHARES TR | $14.61万 | 0.02% | 5,497 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $14.66万 | 0.02% | 1,395 | 32 | 2.3% | $3,363 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $14.67万 | 0.02% | 3,271 | 147 | 4.7% | $6,591 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $14.67万 | 0.02% | 9,238 | 340 | 3.8% | $5,399 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $14.69万 | 0.02% | 3,404 | 31 | 0.9% | $1,338 | 加仓 |
| REX | REX AMERICAN RES CORP | $14.72万 | 0.02% | 3,231 | 27 | 0.8% | $1,230 | 加仓 |
| SANM | SANMINA CORP | $14.73万 | 0.02% | 1,136 | 17 | 1.5% | $2,204 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $14.75万 | 0.02% | 3,155 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $14.86万 | 0.02% | 2,038 | 23 | 1.1% | $1,677 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $14.86万 | 0.02% | 4,016 | 21 | 0.5% | $777 | 加仓 |
| LKQ | LKQ CORP | $14.86万 | 0.02% | 5,061 | 611 | 13.7% | $1.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.89万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.92万 | 0.02% | 5,700 | 0 | 0.0% | — | 不变 |