13F 机构持仓

Pinnacle Wealth Planning Services, Inc.

MANSFIELD OH · SEC CIK 0001726752

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPSM 10.6%
FLTR 7.7%
ET 3.9%
SPYV 3.6%
SPAB 2.5%
AAPL 2.5%
NVDA 2.2%
SPYG 2.2%
EFV 1.4%
SPYM 1.4%

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
DOW DOW HLDGS INC $15.32万0.01%5,601 1763.2% $4,815 加仓
WPC WP CAREY INC $15.33万0.01%2,144 -59-2.7% -$4,218 减仓
MTRN MATERION CORP $15.35万0.01%516 102.0% $2,974 加仓
BKR BAKER HUGHES COMPANY $15.36万0.01%2,768 200.7% $1,110 加仓
TXG 10X GENOMICS INC $15.38万0.01%4,011 -45-1.1% -$1,725 减仓
SPLV INVESCO EXCH TRADED FD TR II $15.44万0.01%2,061 00.0% — 不变
SPNT SIRIUSPOINT LTD $15.45万0.01%6,439 70812.4% $1.70万 加仓
TNK TEEKAY TANKERS LTD $15.46万0.01%2,383 00.0% — 不变
MTCH MATCH GROUP INC NEW $15.50万0.01%4,073 1293.3% $4,908 加仓
BMI BADGER METER INC $15.54万0.01%1,047 -213-16.9% -$3.16万 减仓
MRCY MERCURY SYS INC $15.55万0.01%1,271 -767-37.6% -$9.38万 减仓
ITW ILLINOIS TOOL WKS INC $15.55万0.01%575 -89-13.4% -$2.41万 减仓
SLG SL GREEN RLTY CORP $15.63万0.01%3,020 68629.4% $3.55万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $15.68万0.01%1,226 00.0% — 不变
POOL POOL CORP $15.69万0.01%730 415131.7% $8.92万 加仓
— FIRST TR EXCHNG TRADED FD VI $15.70万0.01%5,700 00.0% — 不变
JXN JACKSON FINANCIAL INC $15.73万0.01%1,536 352.3% $3,584 加仓
ALKS ALKERMES PLC $15.74万0.01%3,004 1,07155.4% $5.61万 加仓
CARR CARRIER GLOBAL CORPORATION $15.75万0.02%2,148 281.3% $2,053 加仓
VSXY VICTORIAS SECRET AND CO $15.77万0.02%1,889 784.3% $6,511 加仓
OSIS OSI SYSTEMS INC $15.81万0.02%723 -68-8.6% -$1.49万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $15.87万0.02%2,810 1,10664.9% $6.25万 加仓
GNRC GENERAC HLDGS INC $15.96万0.02%545 -42-7.2% -$1.23万 减仓
AMLP ALPS ETF TR $16.03万0.02%3,092 -19-0.6% -$985 减仓
AIT APPLIED INDL TECHNOLOGIES IN $16.16万0.02%478 00.0% — 不变
— GATES INDL CORP PLC $16.18万0.02%5,786 761.3% $2,126 加仓
DIOD DIODES INC $16.20万0.02%1,480 -38-2.5% -$4,159 减仓
NSC NORFOLK SOUTHN CORP $16.20万0.02%515 102.0% $3,146 加仓
PAYX PAYCHEX INC $16.20万0.02%1,648 49743.2% $4.89万 加仓
CACC CREDIT ACCEP CORP MICH $16.24万0.02%255 7541.7% $4.78万 加仓
FSS FEDERAL SIGNAL CORP $16.24万0.02%1,264 241.9% $3,084 加仓
RITM RITHM CAPITAL CORP $16.24万0.02%17,299 8104.9% $7,606 加仓
— FIRST TR EXCHNG TRADED FD VI $16.26万0.02%6,000 00.0% — 不变
APLD APPLIED DIGITAL CORP $16.29万0.02%4,367 -94-2.1% -$3,506 减仓
WST WEST PHARMACEUTICAL SVSC INC $16.30万0.02%454 204.6% $7,180 加仓
— FIRST TR EXCHNG TRADED FD VI $16.34万0.02%5,756 00.0% — 不变
WULF TERAWULF INC $16.42万0.02%6,646 5,082324.9% $12.55万 加仓
SIMO SILICON MOTION TECHNOLOGY CO $16.43万0.02%493 -32-6.1% -$1.07万 减仓
XEL XCEL ENERGY INC $16.54万0.02%2,060 331.6% $2,650 加仓
CTVA CORTEVA INC $16.55万0.02%1,954 -17-0.9% -$1,440 减仓
TXNM TXNM ENERGY INC $16.56万0.02%2,917 00.0% — 不变
FAST FASTENAL CO $16.58万0.02%3,452 1063.2% $5,091 加仓
SOFI SOFI TECHNOLOGIES INC $16.59万0.02%9,252 140.2% $251 加仓
NATL NCR ATLEOS CORPORATION $16.60万0.02%3,824 320.8% $1,389 加仓
JBHT HUNT J B TRANS SVCS INC $16.61万0.02%574 50.9% $1,447 加仓
GNOV FIRST TR EXCHNG TRADED FD VI $16.61万0.02%3,975 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $16.63万0.02%2,597 -38-1.4% -$2,433 减仓
TRNO TERRENO RLTY CORP $16.81万0.02%2,596 522.0% $3,368 加仓
TGTX TG THERAPEUTICS INC $16.84万0.02%3,065 2428.6% $1.33万 加仓
IWV ISHARES TR $16.84万0.02%395 19597.5% $8.31万 加仓
VCYT VERACYTE INC $16.86万0.02%2,870 220.8% $1,292 加仓
CCI CROWN CASTLE INC $16.89万0.02%2,230 -350-13.6% -$2.65万 减仓
— FIRST TR EXCHNG TRADED FD VI $16.89万0.02%3,428 00.0% — 不变
RSI RUSH STREET INTERACTIVE INC $16.91万0.02%5,686 53410.4% $1.59万 加仓
MDLZ MONDELEZ INTL INC $16.96万0.02%2,933 -32-1.1% -$1,851 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $16.97万0.02%3,358 872.7% $4,396 加仓
ENS ENERSYS $16.98万0.02%726 -5-0.7% -$1,169 减仓
AGX ARGAN INC $17.01万0.02%213 5131.5% $4.07万 加仓
AMN AMN HEALTHCARE SVCS INC $17.03万0.02%5,262 4,096351.3% $13.26万 加仓
XLU SELECT SECTOR SPDR TR $17.09万0.02%3,769 89931.3% $4.08万 加仓
CCJ CAMECO CORP $17.11万0.02%1,680 00.0% — 不变
FAUG FIRST TR EXCHNG TRADED FD VI $17.15万0.02%3,035 00.0% — 不变
NTR NUTRIEN LTD $17.19万0.02%2,730 40.1% $252 加仓
HPQ HP INC $17.20万0.02%7,840 2473.3% $5,419 加仓
GWX SPDR INDEX SHS FDS $17.22万0.02%3,936 -191-4.6% -$8,358 减仓
OXY OCCIDENTAL PETE CORP $17.23万0.02%3,548 -50-1.4% -$2,429 减仓
WBTN WEBTOON ENTMT INC $17.28万0.02%15,129 14,8846,075.1% $17.00万 加仓
TD TORONTO DOMINION BK ONT $17.32万0.02%1,426 00.0% — 不变
URBN URBAN OUTFITTERS INC $17.52万0.02%2,473 -150-5.7% -$1.06万 减仓
TRIN TRINITY CAP INC $17.56万0.02%9,816 2943.1% $5,260 加仓
SIRI SIRIUSXM HOLDINGS INC $17.56万0.02%5,945 1252.1% $3,692 加仓
ENPH ENPHASE ENERGY INC $17.57万0.02%3,568 1444.2% $7,091 加仓
HONA HONEYWELL AEROSPACE INC $17.58万0.02%795 795— $17.58万 新建仓
CALM CAL MAINE FOODS INC $17.59万0.02%2,183 -295-11.9% -$2.38万 减仓
EXC EXELON CORP $17.62万0.02%3,779 -23-0.6% -$1,072 减仓
CX CEMEX SA EURO MTN BE 144A $17.66万0.02%14,714 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $17.67万0.02%1,406 886.7% $1.11万 加仓
HCSG HEALTHCARE SVCS GROUP INC $17.68万0.02%7,200 1,65029.7% $4.05万 加仓
HON HONEYWELL INTL INC $17.80万0.02%795 -1,022-56.2% -$22.88万 减仓
HWC HANCOCK WHITNEY CORPORATION $17.81万0.02%2,383 -25-1.0% -$1,868 减仓
HP HELMERICH & PAYNE INC $17.86万0.02%5,455 460.9% $1,506 加仓
EXPD EXPEDITORS INTL WASH INC $17.86万0.02%1,096 30.3% $489 加仓
KEX KIRBY CORP $17.87万0.02%1,314 1,2241,360.0% $16.64万 加仓
U UNITY SOFTWARE INC $18.00万0.02%6,299 3,239105.8% $9.26万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $18.02万0.02%1,123 141.3% $2,246 加仓
RAL RALLIANT CORP $18.05万0.02%2,452 44021.9% $3.24万 加仓
VNQ VANGUARD INDEX FDS $18.09万0.02%1,876 -150-7.4% -$1.45万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $18.16万0.02%452 92.0% $3,617 加仓
MSCI MSCI INC $18.20万0.02%325 3512.1% $1.96万 加仓
NBIS NEBIUS GROUP N.V. $18.23万0.02%660 32999.4% $9.09万 加仓
POWL POWELL INDS INC $18.27万0.02%638 142.2% $4,009 加仓
LUMN LUMEN TECHNOLOGIES INC $18.34万0.02%23,882 5242.2% $4,024 加仓
Q QNITY ELECTRONICS INC $18.37万0.02%1,125 181.6% $2,940 加仓
OTTR OTTER TAIL CORP $18.37万0.02%2,042 201.0% $1,800 加仓
ACWI ISHARES TR $18.40万0.02%1,172 00.0% — 不变
BKU BANKUNITED INC $18.44万0.02%3,805 260.7% $1,260 加仓
MGM MGM RESORTS INTERNATIONAL $18.51万0.02%3,872 -144-3.6% -$6,885 减仓
POR PORTLAND GEN ELEC CO $18.64万0.02%3,597 -127-3.4% -$6,582 减仓
NPO ENPRO INC $18.70万0.02%496 102.1% $3,769 加仓
CVBF CVB FINL CORP $18.75万0.02%8,317 5817.5% $1.31万 加仓