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 |
|---|---|---|---|---|---|---|---|---|
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $19.52万 | 0.02% | 21,190 | -3,319 | -13.5% | -$3.06万 | 减仓 |
| — | EAGLE POINT INCOME COMPANY I | $19.60万 | 0.02% | 20,765 | 87 | 0.4% | $821 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $19.60万 | 0.02% | 333 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $19.61万 | 0.02% | 2,478 | 504 | 25.5% | $3.99万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $19.65万 | 0.02% | 3,724 | 2,907 | 355.8% | $15.34万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $19.67万 | 0.02% | 2,136 | 3 | 0.1% | $276 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $19.70万 | 0.02% | 2,818 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $19.81万 | 0.02% | 2,042 | 88 | 4.5% | $8,535 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $20.04万 | 0.02% | 1,367 | -89 | -6.1% | -$1.30万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $20.08万 | 0.02% | 1,387 | 16 | 1.2% | $2,317 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $20.09万 | 0.02% | 6,323 | 462 | 7.9% | $1.47万 | 加仓 |
| EME | EMCOR GROUP INC | $20.16万 | 0.02% | 273 | -14 | -4.9% | -$1.03万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $20.30万 | 0.02% | 2,835 | -1,125 | -28.4% | -$8.06万 | 减仓 |
| RACE | FERRARI N V | $20.31万 | 0.02% | 600 | -591 | -49.6% | -$20.00万 | 减仓 |
| ALC | ALCON AG | $20.36万 | 0.02% | 2,702 | 181 | 7.2% | $1.36万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $20.39万 | 0.02% | 1,610 | -20 | -1.2% | -$2,533 | 减仓 |
| STT | STATE STR CORP | $20.41万 | 0.02% | 1,613 | 18 | 1.1% | $2,278 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $20.51万 | 0.02% | 794 | 35 | 4.6% | $9,041 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $20.54万 | 0.02% | 8,026 | 928 | 13.1% | $2.37万 | 加仓 |
| NDAQ | NASDAQ INC | $20.56万 | 0.02% | 2,422 | 35 | 1.5% | $2,971 | 加仓 |
| NTR | NUTRIEN LTD | $20.57万 | 0.02% | 2,726 | 4 | 0.1% | $302 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $20.62万 | 0.02% | 1,352 | 19 | 1.4% | $2,898 | 加仓 |
| TPR | TAPESTRY INC | $20.63万 | 0.02% | 1,462 | 3 | 0.2% | $423 | 加仓 |
| SKYW | SKYWEST INC | $20.63万 | 0.02% | 2,247 | 317 | 16.4% | $2.91万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.72万 | 0.02% | 2,299 | 21 | 0.9% | $1,892 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.88万 | 0.02% | 191 | -1 | -0.5% | -$1,093 | 减仓 |
| CCI | CROWN CASTLE INC | $20.98万 | 0.02% | 2,580 | 227 | 9.6% | $1.85万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $21.00万 | 0.02% | 791 | 126 | 18.9% | $3.35万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.01万 | 0.02% | 1,337 | -1 | -0.1% | -$157 | 减仓 |
| LYFT | LYFT INC | $21.05万 | 0.02% | 15,826 | 7,507 | 90.2% | $9.98万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $21.24万 | 0.02% | 2,261 | 448 | 24.7% | $4.21万 | 加仓 |
| SUB | ISHARES TR | $21.30万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $21.34万 | 0.02% | 6,547 | -1,036 | -13.7% | -$3.38万 | 减仓 |
| NMR | NOMURA HLDGS INC | $21.36万 | 0.02% | 27,074 | -1,682 | -5.8% | -$1.33万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $21.44万 | 0.02% | 7,656 | 60 | 0.8% | $1,680 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.49万 | 0.02% | 315 | 13 | 4.3% | $8,869 | 加仓 |
| AZZ | AZZ INC | $21.55万 | 0.02% | 1,722 | 27 | 1.6% | $3,379 | 加仓 |
| FXI | ISHARES TR | $21.58万 | 0.02% | 6,011 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $21.58万 | 0.02% | 24,031 | -589 | -2.4% | -$5,289 | 减仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $21.59万 | 0.02% | 3,930 | 3,930 | — | $21.59万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $21.67万 | 0.02% | 15,210 | -2,943 | -16.2% | -$4.19万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.89万 | 0.02% | 1,318 | -132 | -9.1% | -$2.19万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $21.90万 | 0.02% | 11,406 | 8,449 | 285.7% | $16.22万 | 加仓 |
| O | REALTY INCOME CORP | $21.91万 | 0.02% | 3,581 | -918 | -20.4% | -$5.62万 | 减仓 |
| GEO | GEO GROUP INC | $21.91万 | 0.02% | 13,036 | 10,694 | 456.6% | $17.98万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.14万 | 0.02% | 5,000 | 5,000 | — | $22.14万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $22.18万 | 0.02% | 7,273 | 2,766 | 61.4% | $8.44万 | 加仓 |
| RMBS | RAMBUS INC DEL | $22.23万 | 0.02% | 2,584 | 349 | 15.6% | $3.00万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $22.26万 | 0.02% | 5,924 | 523 | 9.7% | $1.96万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $22.28万 | 0.02% | 3,633 | -1,191 | -24.7% | -$7.30万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.32万 | 0.02% | 763 | -34 | -4.3% | -$9,947 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $22.34万 | 0.02% | 16,092 | -1,431 | -8.2% | -$1.99万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $22.41万 | 0.02% | 17,769 | -1,778 | -9.1% | -$2.24万 | 减仓 |
| MOD | MODINE MFG CO | $22.43万 | 0.02% | 1,035 | 1,033 | 51,650.0% | $22.39万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $22.47万 | 0.02% | 2,243 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $22.52万 | 0.02% | 4,383 | 198 | 4.7% | $1.02万 | 加仓 |
| DOW | DOW HLDGS INC | $22.60万 | 0.02% | 5,425 | -35 | -0.6% | -$1,458 | 减仓 |
| OVV | OVINTIV INC | $22.79万 | 0.02% | 3,839 | -213 | -5.3% | -$1.26万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.89万 | 0.02% | 1,159 | 9 | 0.8% | $1,778 | 加仓 |
| AX | AXOS FINANCIAL INC | $22.98万 | 0.02% | 2,701 | 41 | 1.5% | $3,489 | 加仓 |
| EMN | EASTMAN CHEM CO | $23.04万 | 0.02% | 3,019 | 182 | 6.4% | $1.39万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.05万 | 0.02% | 8,950 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $23.07万 | 0.02% | 10,136 | -151 | -1.5% | -$3,437 | 减仓 |
| EQT | EQT CORP | $23.27万 | 0.02% | 3,657 | 177 | 5.1% | $1.13万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $23.39万 | 0.02% | 3,598 | -162 | -4.3% | -$1.05万 | 减仓 |
| TLT | ISHARES TR | $23.39万 | 0.02% | 2,699 | 1 | 0.0% | $87 | 加仓 |
| PBF | PBF ENERGY INC | $23.43万 | 0.02% | 4,921 | -111 | -2.2% | -$5,286 | 减仓 |
| DDOG | DATADOG INC | $23.53万 | 0.02% | 1,993 | 307 | 18.2% | $3.62万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $23.59万 | 0.02% | 10,599 | -594 | -5.3% | -$1.32万 | 减仓 |
| SXI | STANDEX INTL CORP | $23.60万 | 0.02% | 926 | 2 | 0.2% | $510 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.69万 | 0.02% | 4,383 | -43 | -1.0% | -$2,324 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $23.70万 | 0.02% | 1,444 | 190 | 15.2% | $3.12万 | 加仓 |
| PCAR | PACCAR INC | $23.76万 | 0.02% | 2,057 | 31 | 1.5% | $3,581 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.79万 | 0.02% | 663 | 4 | 0.6% | $1,436 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $23.84万 | 0.02% | 11,145 | 2 | 0.0% | $43 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $23.87万 | 0.02% | 8,862 | -873 | -9.0% | -$2.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.89万 | 0.02% | 612 | 39 | 6.8% | $1.52万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $23.90万 | 0.02% | 11,032 | 175 | 1.6% | $3,790 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.01万 | 0.02% | 679 | 155 | 29.6% | $5.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.02万 | 0.02% | 1,117 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $24.09万 | 0.02% | 853 | 10 | 1.2% | $2,824 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $24.31万 | 0.03% | 865 | -5 | -0.6% | -$1,405 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $24.35万 | 0.03% | 4,061 | -25 | -0.6% | -$1,499 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $24.39万 | 0.03% | 2,222 | 202 | 10.0% | $2.22万 | 加仓 |
| GH | GUARDANT HEALTH INC | $24.44万 | 0.03% | 2,646 | 161 | 6.5% | $1.49万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $24.45万 | 0.03% | 22,577 | 10,972 | 94.5% | $11.88万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $24.79万 | 0.03% | 4,306 | 4,240 | 6,424.2% | $24.41万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $24.81万 | 0.03% | 10,366 | -343 | -3.2% | -$8,208 | 减仓 |
| PUK | PRUDENTIAL PLC | $24.83万 | 0.03% | 8,734 | -1,444 | -14.2% | -$4.11万 | 减仓 |
| ARGX | ARGENX SE | $25.12万 | 0.03% | 344 | -75 | -17.9% | -$5.48万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $25.14万 | 0.03% | 1,089 | 8 | 0.7% | $1,847 | 加仓 |
| VMC | VULCAN MATLS CO | $25.19万 | 0.03% | 925 | 10 | 1.1% | $2,723 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.26万 | 0.03% | 1,555 | 269 | 20.9% | $4.37万 | 加仓 |
| AA | ALCOA CORP | $25.32万 | 0.03% | 3,817 | -185 | -4.6% | -$1.23万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $25.34万 | 0.03% | 2,123 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC | $25.35万 | 0.03% | 4,047 | 21 | 0.5% | $1,315 | 加仓 |
| BYD | BOYD GAMING CORP | $25.41万 | 0.03% | 3,092 | 9 | 0.3% | $740 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $25.43万 | 0.03% | 872 | 9 | 1.0% | $2,625 | 加仓 |
| F | FORD MTR CO | $25.75万 | 0.03% | 22,316 | -2,536 | -10.2% | -$2.93万 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.75万 | 0.03% | 7,478 | -634 | -7.8% | -$2.18万 | 减仓 |