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 |
|---|---|---|---|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | $18.78万 | 0.02% | 335 | 69 | 25.9% | $3.87万 | 加仓 |
| IESC | IES HOLDINGS INC | $18.81万 | 0.02% | 256 | -35 | -12.0% | -$2.57万 | 减仓 |
| KBE | SPDR SERIES TRUST | $18.82万 | 0.02% | 2,758 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $18.84万 | 0.02% | 1,348 | 106 | 8.5% | $1.48万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $18.88万 | 0.02% | 2,533 | 14 | 0.6% | $1,043 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $18.88万 | 0.02% | 9,274 | 4,577 | 97.4% | $9.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.91万 | 0.02% | 4,255 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $18.91万 | 0.02% | 1,807 | 1,471 | 437.8% | $15.40万 | 加仓 |
| EQT | EQT CORP | $18.93万 | 0.02% | 3,561 | -96 | -2.6% | -$5,104 | 减仓 |
| FXI | ISHARES TR | $18.99万 | 0.02% | 6,011 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $19.14万 | 0.02% | 4,314 | 2,003 | 86.7% | $8.89万 | 加仓 |
| NDAQ | NASDAQ INC | $19.17万 | 0.02% | 2,432 | 10 | 0.4% | $788 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $19.17万 | 0.02% | 7,570 | -3,575 | -32.1% | -$9.06万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $19.22万 | 0.02% | 1,158 | 27 | 2.4% | $4,481 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $19.23万 | 0.02% | 9,930 | 2,617 | 35.8% | $5.07万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $19.28万 | 0.02% | 1,408 | -147 | -9.5% | -$2.01万 | 减仓 |
| D | DOMINION ENERGY INC | $19.29万 | 0.02% | 2,825 | 46 | 1.7% | $3,141 | 加仓 |
| NTAP | NETAPP INC | $19.38万 | 0.02% | 1,252 | 7 | 0.6% | $1,083 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $19.38万 | 0.02% | 336 | 3 | 0.9% | $1,730 | 加仓 |
| SLB | SLB LIMITED | $19.40万 | 0.02% | 4,174 | -209 | -4.8% | -$9,716 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $19.43万 | 0.02% | 555 | 12 | 2.2% | $4,200 | 加仓 |
| PHM | PULTE GROUP INC | $19.52万 | 0.02% | 1,423 | 18 | 1.3% | $2,470 | 加仓 |
| PRK | PARK NATL CORP | $19.53万 | 0.02% | 1,067 | 12 | 1.1% | $2,197 | 加仓 |
| INFY | INFOSYS LTD | $19.56万 | 0.02% | 18,649 | 10,227 | 121.4% | $10.73万 | 加仓 |
| GSK | GSK PLC | $19.66万 | 0.02% | 3,751 | 425 | 12.8% | $2.23万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $19.72万 | 0.02% | 3,786 | 3 | 0.1% | $156 | 加仓 |
| SNY | SANOFI SA | $19.78万 | 0.02% | 4,637 | -2,036 | -30.5% | -$8.69万 | 减仓 |
| PHIN | PHINIA INC | $19.93万 | 0.02% | 2,420 | 12 | 0.5% | $988 | 加仓 |
| AA | ALCOA CORP | $19.97万 | 0.02% | 3,830 | 13 | 0.3% | $678 | 加仓 |
| VBK | VANGUARD INDEX FDS | $20.00万 | 0.02% | 547 | 8 | 1.5% | $2,926 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.03万 | 0.02% | 1,324 | -13 | -1.0% | -$1,967 | 减仓 |
| RBA | RB GLOBAL INC | $20.03万 | 0.02% | 1,720 | 1,139 | 196.0% | $13.26万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $20.08万 | 0.02% | 1,501 | 6 | 0.4% | $803 | 加仓 |
| BALL | BALL CORP | $20.08万 | 0.02% | 3,218 | 768 | 31.3% | $4.79万 | 加仓 |
| ABCB | AMERIS BANCORP | $20.09万 | 0.02% | 2,226 | 28 | 1.3% | $2,527 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $20.14万 | 0.02% | 1,567 | 25 | 1.6% | $3,214 | 加仓 |
| CHEF | CHEFS WHSE INC | $20.28万 | 0.02% | 2,110 | -58 | -2.7% | -$5,574 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.29万 | 0.02% | 600 | -79 | -11.6% | -$2.67万 | 减仓 |
| ENTG | ENTEGRIS INC | $20.38万 | 0.02% | 1,133 | -17 | -1.5% | -$3,058 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $20.44万 | 0.02% | 2,442 | 15 | 0.6% | $1,256 | 加仓 |
| CME | CME GROUP INC | $20.49万 | 0.02% | 928 | -219 | -19.1% | -$4.84万 | 减仓 |
| RMBS | RAMBUS INC DEL | $20.63万 | 0.02% | 1,554 | -1,030 | -39.9% | -$13.67万 | 减仓 |
| SKYW | SKYWEST INC | $20.63万 | 0.02% | 2,077 | -170 | -7.6% | -$1.69万 | 减仓 |
| SNEX | STONEX GROUP INC | $20.65万 | 0.02% | 1,743 | 24 | 1.4% | $2,844 | 加仓 |
| ARCB | ARCBEST CORP | $20.66万 | 0.02% | 1,439 | 3 | 0.2% | $431 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $20.76万 | 0.02% | 20,134 | -1,056 | -5.0% | -$1.09万 | 减仓 |
| EMN | EASTMAN CHEM CO | $20.77万 | 0.02% | 3,101 | 82 | 2.7% | $5,492 | 加仓 |
| — | EAGLE POINT INCOME COMPANY I | $20.79万 | 0.02% | 20,649 | -116 | -0.6% | -$1,168 | 减仓 |
| CRM | SALESFORCE INC | $21.09万 | 0.02% | 1,346 | -645 | -32.4% | -$10.10万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $21.09万 | 0.02% | 869 | 4 | 0.5% | $971 | 加仓 |
| — | WEBSTER FINL CORP | $21.09万 | 0.02% | 2,760 | 318 | 13.0% | $2.43万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $21.10万 | 0.02% | 1,388 | 1 | 0.1% | $152 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $21.16万 | 0.02% | 1,799 | 1,443 | 405.3% | $16.97万 | 加仓 |
| YOU | CLEAR SECURE INC | $21.17万 | 0.02% | 3,798 | 97 | 2.6% | $5,406 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $21.21万 | 0.02% | 3,952 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $21.25万 | 0.02% | 1,228 | 71 | 6.1% | $1.23万 | 加仓 |
| SUB | ISHARES TR | $21.29万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.31万 | 0.02% | 7,950 | -1,000 | -11.2% | -$2.68万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $21.32万 | 0.02% | 2,818 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $21.40万 | 0.02% | 3,560 | 147 | 4.3% | $8,838 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $21.43万 | 0.02% | 1,146 | 178 | 18.4% | $3.33万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $21.47万 | 0.02% | 7,842 | 5,180 | 194.6% | $14.18万 | 加仓 |
| TPR | TAPESTRY INC | $21.52万 | 0.02% | 1,470 | 8 | 0.5% | $1,171 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $21.61万 | 0.02% | 4,672 | -136 | -2.8% | -$6,291 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $21.69万 | 0.02% | 1,367 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $21.70万 | 0.02% | 2,511 | -188 | -7.0% | -$1.62万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $21.81万 | 0.02% | 23,758 | 1,181 | 5.2% | $1.08万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $21.89万 | 0.02% | 2,401 | 179 | 8.1% | $1.63万 | 加仓 |
| PLXS | PLEXUS CORP | $21.95万 | 0.02% | 730 | 13 | 1.8% | $3,909 | 加仓 |
| MRNA | MODERNA INC | $21.95万 | 0.02% | 3,135 | 9 | 0.3% | $630 | 加仓 |
| OVV | OVINTIV INC | $22.09万 | 0.02% | 4,195 | 356 | 9.3% | $1.87万 | 加仓 |
| RDN | RADIAN GROUP INC | $22.14万 | 0.02% | 5,877 | 71 | 1.2% | $2,675 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $22.31万 | 0.02% | 10,475 | 307 | 3.0% | $6,539 | 加仓 |
| BIIB | BIOGEN INC | $22.32万 | 0.02% | 1,033 | 3 | 0.3% | $648 | 加仓 |
| FIX | COMFORT SYS USA INC | $22.40万 | 0.02% | 113 | -11 | -8.9% | -$2.18万 | 减仓 |
| DEO | DIAGEO PLC | $22.56万 | 0.02% | 2,807 | -897 | -24.2% | -$7.21万 | 减仓 |
| ATI | ATI INC | $22.67万 | 0.02% | 1,150 | -121 | -9.5% | -$2.38万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $22.74万 | 0.02% | 1,595 | -333 | -17.3% | -$4.75万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $22.76万 | 0.02% | 13,081 | 106 | 0.8% | $1,844 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $22.78万 | 0.02% | 4,062 | 15 | 0.4% | $841 | 加仓 |
| SN | SHARKNINJA INC | $22.87万 | 0.02% | 1,502 | 485 | 47.7% | $7.39万 | 加仓 |
| EME | EMCOR GROUP INC | $22.99万 | 0.02% | 277 | 4 | 1.5% | $3,320 | 加仓 |
| ADBE | ADOBE INC | $23.04万 | 0.02% | 1,124 | -123 | -9.9% | -$2.52万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $23.09万 | 0.02% | 4,835 | 112 | 2.4% | $5,348 | 加仓 |
| NU | NU HLDGS LTD | $23.17万 | 0.02% | 17,344 | -2,712 | -13.5% | -$3.62万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $23.24万 | 0.02% | 6,547 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $23.28万 | 0.02% | 2,994 | -28 | -0.9% | -$2,177 | 减仓 |
| MTZ | MASTEC INC | $23.59万 | 0.02% | 567 | -577 | -50.4% | -$24.01万 | 减仓 |
| MYRG | MYR GROUP INC | $23.62万 | 0.02% | 472 | -27 | -5.4% | -$1.35万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $23.69万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $23.76万 | 0.02% | 5,773 | 4,532 | 365.2% | $18.65万 | 加仓 |
| ALB | ALBEMARLE CORP | $23.85万 | 0.02% | 1,766 | -388 | -18.0% | -$5.24万 | 减仓 |
| CVS | CVS HEALTH CORP | $23.96万 | 0.02% | 2,316 | 86 | 3.9% | $8,896 | 加仓 |
| NMR | NOMURA HLDGS INC | $23.97万 | 0.02% | 27,297 | 223 | 0.8% | $1,958 | 加仓 |
| GH | GUARDANT HEALTH INC | $24.03万 | 0.02% | 1,602 | -1,044 | -39.5% | -$15.66万 | 减仓 |
| ETSY | ETSY INC | $24.04万 | 0.02% | 3,191 | 152 | 5.0% | $1.15万 | 加仓 |
| NTRS | NORTHERN TR CORP | $24.13万 | 0.02% | 1,388 | 10 | 0.7% | $1,738 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $24.16万 | 0.02% | 6,826 | 1,735 | 34.1% | $6.14万 | 加仓 |
| O | REALTY INCOME CORP | $24.33万 | 0.02% | 3,927 | 346 | 9.7% | $2.14万 | 加仓 |
| OKE | ONEOK INC NEW | $24.44万 | 0.02% | 2,811 | -49 | -1.7% | -$4,260 | 减仓 |