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 |
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INC | $14.93万 | 0.02% | 1,044 | 447 | 74.9% | $6.39万 | 加仓 |
| WPC | WP CAREY INC | $14.97万 | 0.02% | 2,203 | -43 | -1.9% | -$2,922 | 减仓 |
| — | TRI POINTE HOMES INC | $15.00万 | 0.02% | 3,209 | 48 | 1.5% | $2,243 | 加仓 |
| CVBF | CVB FINL CORP | $15.00万 | 0.02% | 7,736 | -153 | -1.9% | -$2,967 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $15.07万 | 0.02% | 2,061 | -312 | -13.1% | -$2.28万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $15.09万 | 0.02% | 3,744 | 278 | 8.0% | $1.12万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.14万 | 0.02% | 5,756 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $15.19万 | 0.02% | 3,039 | 1,846 | 154.7% | $9.23万 | 加仓 |
| CPRT | COPART INC | $15.20万 | 0.02% | 4,577 | -1,468 | -24.3% | -$4.87万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $15.23万 | 0.02% | 3,363 | -33 | -1.0% | -$1,495 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $15.28万 | 0.02% | 543 | 21 | 4.0% | $5,909 | 加仓 |
| HAL | HALLIBURTON CO | $15.28万 | 0.02% | 3,919 | 144 | 3.8% | $5,615 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $15.31万 | 0.02% | 2,408 | -14 | -0.6% | -$890 | 减仓 |
| PATK | PATRICK INDS INC | $15.42万 | 0.02% | 1,388 | 242 | 21.1% | $2.69万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $15.48万 | 0.02% | 3,975 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $15.53万 | 0.02% | 3,346 | 471 | 16.4% | $2.19万 | 加仓 |
| ESLT | ELBIT SYS LTD | $15.54万 | 0.02% | 183 | -5 | -2.7% | -$4,245 | 减仓 |
| TRNO | TERRENO RLTY CORP | $15.63万 | 0.02% | 2,544 | 119 | 4.9% | $7,309 | 加仓 |
| MSCI | MSCI INC | $15.63万 | 0.02% | 290 | 3 | 1.0% | $1,617 | 加仓 |
| RITM | RITHM CAPITAL CORP | $15.63万 | 0.02% | 16,489 | 15,335 | 1,328.9% | $14.54万 | 加仓 |
| BE | BLOOM ENERGY CORP | $15.64万 | 0.02% | 1,154 | 295 | 34.3% | $4.00万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $15.65万 | 0.02% | 1,093 | 5 | 0.5% | $716 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $15.72万 | 0.02% | 3,035 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $15.73万 | 0.02% | 1,549 | 2 | 0.1% | $203 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $15.87万 | 0.02% | 1,501 | 69 | 4.8% | $7,295 | 加仓 |
| MRNA | MODERNA INC | $15.88万 | 0.02% | 3,126 | 118 | 3.9% | $5,994 | 加仓 |
| CVS | CVS HEALTH CORP | $16.01万 | 0.02% | 2,230 | 98 | 4.6% | $7,037 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $16.02万 | 0.02% | 1,318 | 1,286 | 4,018.8% | $15.63万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $16.06万 | 0.02% | 3,107 | 24 | 0.8% | $1,241 | 加仓 |
| XEL | XCEL ENERGY INC | $16.10万 | 0.02% | 2,027 | 37 | 1.9% | $2,939 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $16.12万 | 0.02% | 4,723 | 259 | 5.8% | $8,842 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.12万 | 0.02% | 3,428 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $16.13万 | 0.02% | 3,880 | 490 | 14.5% | $2.04万 | 加仓 |
| ACWI | ISHARES TR | $16.22万 | 0.02% | 1,172 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $16.23万 | 0.02% | 23,358 | 1,006 | 4.5% | $6,992 | 加仓 |
| VBK | VANGUARD INDEX FDS | $16.29万 | 0.02% | 539 | 53 | 10.9% | $1.60万 | 加仓 |
| PODD | INSULET CORP | $16.37万 | 0.02% | 780 | 5 | 0.6% | $1,049 | 加仓 |
| ZTS | ZOETIS INC | $16.37万 | 0.02% | 1,385 | -72 | -4.9% | -$8,511 | 减仓 |
| AMLP | ALPS ETF TR | $16.38万 | 0.02% | 3,111 | -68 | -2.1% | -$3,580 | 减仓 |
| KBE | SPDR SERIES TRUST | $16.42万 | 0.02% | 2,758 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $16.48万 | 0.02% | 2,408 | -35 | -1.4% | -$2,395 | 减仓 |
| CTVA | CORTEVA INC | $16.50万 | 0.02% | 1,971 | 88 | 4.7% | $7,366 | 加仓 |
| PHM | PULTE GROUP INC | $16.52万 | 0.02% | 1,405 | 8 | 0.6% | $941 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $16.53万 | 0.02% | 3,792 | 23 | 0.6% | $1,002 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $16.62万 | 0.02% | 2,623 | -7 | -0.3% | -$443 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $16.73万 | 0.02% | 506 | 457 | 932.7% | $15.11万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $16.78万 | 0.02% | 2,748 | -3 | -0.1% | -$183 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $16.83万 | 0.02% | 14,714 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $16.95万 | 0.02% | 2,442 | 860 | 54.4% | $5.97万 | 加仓 |
| APP | APPLOVIN CORP | $16.99万 | 0.02% | 427 | 2 | 0.5% | $796 | 加仓 |
| MKSI | MKS INC. | $17.01万 | 0.02% | 740 | -55 | -6.9% | -$1.26万 | 减仓 |
| TXNM | TXNM ENERGY INC | $17.05万 | 0.02% | 2,917 | -70 | -2.3% | -$4,092 | 减仓 |
| BKU | BANKUNITED INC | $17.07万 | 0.02% | 3,779 | 46 | 1.2% | $2,077 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $17.07万 | 0.02% | 1,630 | 48 | 3.0% | $5,027 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $17.09万 | 0.02% | 2,965 | -1,372 | -31.6% | -$7.91万 | 减仓 |
| FIX | COMFORT SYS USA INC | $17.10万 | 0.02% | 124 | 2 | 1.6% | $2,758 | 加仓 |
| ABCB | AMERIS BANCORP | $17.14万 | 0.02% | 2,198 | 89 | 4.2% | $6,941 | 加仓 |
| D | DOMINION ENERGY INC | $17.18万 | 0.02% | 2,779 | 41 | 1.5% | $2,535 | 加仓 |
| PRK | PARK NATL CORP | $17.24万 | 0.02% | 1,055 | 268 | 34.1% | $4.38万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $17.26万 | 0.02% | 3,078 | 28 | 0.9% | $1,570 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $17.28万 | 0.02% | 664 | -108 | -14.0% | -$2.81万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $17.36万 | 0.02% | 3,783 | -134 | -3.4% | -$6,149 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $17.43万 | 0.02% | 4,127 | -85 | -2.0% | -$3,590 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $17.46万 | 0.02% | 2,149 | 2,121 | 7,575.0% | $17.23万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $17.47万 | 0.02% | 2,383 | -23 | -1.0% | -$1,686 | 减仓 |
| VRSN | VERISIGN INC | $17.53万 | 0.02% | 706 | 45 | 6.8% | $1.12万 | 加仓 |
| — | CSG SYS INTL INC | $17.63万 | 0.02% | 2,205 | -1 | -0.0% | -$80 | 减仓 |
| OTTR | OTTER TAIL CORP | $17.75万 | 0.02% | 2,022 | 41 | 2.1% | $3,599 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $17.77万 | 0.02% | 2,751 | 78 | 2.9% | $5,040 | 加仓 |
| FFIV | F5 INC | $17.79万 | 0.02% | 615 | 2 | 0.3% | $579 | 加仓 |
| YOU | CLEAR SECURE INC | $17.92万 | 0.02% | 3,701 | 1,241 | 50.4% | $6.01万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $17.97万 | 0.02% | 3,075 | 814 | 36.0% | $4.76万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $17.97万 | 0.02% | 2,026 | 150 | 8.0% | $1.33万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $18.05万 | 0.02% | 10,168 | 293 | 3.0% | $5,201 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $18.19万 | 0.02% | 2,567 | -65 | -2.5% | -$4,605 | 减仓 |
| VLY | VALLEY NATL BANCORP | $18.24万 | 0.02% | 14,853 | 602 | 4.2% | $7,393 | 加仓 |
| CCJ | CAMECO CORP | $18.25万 | 0.02% | 1,680 | -542 | -24.4% | -$5.89万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $18.25万 | 0.02% | 2,427 | -3 | -0.1% | -$226 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $18.28万 | 0.02% | 1,109 | 106 | 10.6% | $1.75万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $18.28万 | 0.02% | 35,843 | -664 | -1.8% | -$3,386 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.28万 | 0.02% | 4,255 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $18.36万 | 0.02% | 3,326 | 49 | 1.5% | $2,704 | 加仓 |
| TER | TERADYNE INC | $18.44万 | 0.02% | 622 | -283 | -31.3% | -$8.39万 | 减仓 |
| GL | GLOBE LIFE INC | $18.47万 | 0.02% | 1,327 | -25 | -1.8% | -$3,479 | 减仓 |
| BTU | PEABODY ENGR CORP | $18.48万 | 0.02% | 5,607 | 110 | 2.0% | $3,625 | 加仓 |
| ATI | ATI INC | $18.49万 | 0.02% | 1,271 | -245 | -16.2% | -$3.56万 | 减仓 |
| EXC | EXELON CORP | $18.64万 | 0.02% | 3,802 | 27 | 0.7% | $1,324 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $18.76万 | 0.02% | 2,635 | -88 | -3.2% | -$6,265 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $18.85万 | 0.02% | 1,318 | 758 | 135.4% | $10.84万 | 加仓 |
| BIIB | BIOGEN INC | $18.88万 | 0.02% | 1,030 | 10 | 1.0% | $1,833 | 加仓 |
| CE | CELANESE CORP DEL | $18.91万 | 0.02% | 2,875 | -102 | -3.4% | -$6,709 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $18.96万 | 0.02% | 2,519 | -405 | -13.9% | -$3.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $19.01万 | 0.02% | 1,451 | 205 | 16.5% | $2.69万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $19.16万 | 0.02% | 4,808 | -760 | -13.6% | -$3.03万 | 减仓 |
| R | RYDER SYS INC | $19.16万 | 0.02% | 936 | -6 | -0.6% | -$1,228 | 减仓 |
| BMI | BADGER METER INC | $19.20万 | 0.02% | 1,260 | 144 | 12.9% | $2.19万 | 加仓 |
| RDN | RADIAN GROUP INC | $19.21万 | 0.02% | 5,806 | 169 | 3.0% | $5,591 | 加仓 |
| NTRS | NORTHERN TR CORP | $19.23万 | 0.02% | 1,378 | -29 | -2.1% | -$4,048 | 减仓 |
| UL | UNILEVER PLC | $19.44万 | 0.02% | 3,413 | -70 | -2.0% | -$3,988 | 减仓 |
| HP | HELMERICH & PAYNE INC | $19.49万 | 0.02% | 5,409 | 85 | 1.6% | $3,063 | 加仓 |