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 |
|---|---|---|---|---|---|---|---|---|
| FNX | FIRST TR EXCHANGE-TRADED ALP | $24.56万 | 0.02% | 1,678 | -419 | -20.0% | -$6.13万 | 减仓 |
| PCAR | PACCAR INC | $24.64万 | 0.02% | 2,051 | -6 | -0.3% | -$721 | 减仓 |
| KR | KROGER CO | $24.69万 | 0.02% | 4,446 | 6 | 0.1% | $333 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $24.71万 | 0.02% | 1,075 | 53 | 5.2% | $1.22万 | 加仓 |
| PUK | PRUDENTIAL PLC | $24.73万 | 0.02% | 9,226 | 492 | 5.6% | $1.32万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $24.77万 | 0.02% | 1,353 | 1 | 0.1% | $183 | 加仓 |
| TRP | TC ENERGY CORP | $24.79万 | 0.02% | 3,739 | 3,138 | 522.1% | $20.80万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $24.79万 | 0.02% | 2,300 | 1 | 0.0% | $108 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $24.80万 | 0.02% | 1,590 | -20 | -1.2% | -$3,120 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $24.83万 | 0.02% | 10,089 | -277 | -2.7% | -$6,817 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.88万 | 0.02% | 6,938 | -784 | -10.2% | -$2.81万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $24.89万 | 0.02% | 10,374 | 5,786 | 126.1% | $13.88万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.92万 | 0.02% | 1,323 | 5 | 0.4% | $942 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $25.03万 | 0.02% | 2,745 | -6 | -0.2% | -$547 | 减仓 |
| MTUM | ISHARES TR | $25.06万 | 0.02% | 731 | 558 | 322.5% | $19.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.12万 | 0.02% | 1,985 | 13 | 0.7% | $1,645 | 加仓 |
| CRC | CALIFORNIA RES CORP | $25.13万 | 0.02% | 4,753 | -55 | -1.1% | -$2,908 | 减仓 |
| R | RYDER SYS INC | $25.19万 | 0.02% | 955 | 19 | 2.0% | $5,012 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.37万 | 0.02% | 4,251 | -132 | -3.0% | -$7,879 | 减仓 |
| VLY | VALLEY NATL BANCORP | $25.45万 | 0.02% | 17,372 | 2,519 | 17.0% | $3.69万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $25.50万 | 0.02% | 8,672 | -190 | -2.1% | -$5,586 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.51万 | 0.02% | 7,327 | 54 | 0.7% | $1,880 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $25.62万 | 0.02% | 8,893 | 2,570 | 40.6% | $7.40万 | 加仓 |
| FFIV | F5 INC | $25.66万 | 0.02% | 617 | 2 | 0.3% | $832 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $25.73万 | 0.02% | 8,500 | 474 | 5.9% | $1.43万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $25.79万 | 0.02% | 10,057 | -79 | -0.8% | -$2,026 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $25.85万 | 0.02% | 187 | -4 | -2.1% | -$5,529 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $25.94万 | 0.02% | 17,078 | -691 | -3.9% | -$1.05万 | 减仓 |
| APP | APPLOVIN CORP | $25.97万 | 0.02% | 504 | 77 | 18.0% | $3.97万 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $25.98万 | 0.02% | 4,015 | 85 | 2.2% | $5,500 | 加仓 |
| HCC | WARRIOR MET COAL INC | $26.06万 | 0.02% | 3,211 | 31 | 1.0% | $2,516 | 加仓 |
| AZO | AUTOZONE INC | $26.53万 | 0.03% | 83 | -2 | -2.4% | -$6,392 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $26.57万 | 0.03% | 10,503 | -96 | -0.9% | -$2,429 | 减仓 |
| AX | AXOS FINANCIAL INC | $26.66万 | 0.03% | 2,737 | 36 | 1.3% | $3,506 | 加仓 |
| IDCC | INTERDIGITAL INC | $26.70万 | 0.03% | 943 | -24 | -2.5% | -$6,795 | 减仓 |
| RACE | FERRARI N V | $26.84万 | 0.03% | 721 | 121 | 20.2% | $4.50万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $26.89万 | 0.03% | 3,263 | -1,251 | -27.7% | -$10.31万 | 减仓 |
| AZZ | AZZ INC | $26.92万 | 0.03% | 1,736 | 14 | 0.8% | $2,171 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $27.01万 | 0.03% | 1,181 | 104 | 9.7% | $2.38万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $27.02万 | 0.03% | 1,268 | 29 | 2.3% | $6,179 | 加仓 |
| MOD | MODINE MFG CO | $27.05万 | 0.03% | 1,013 | -22 | -2.1% | -$5,874 | 减仓 |
| TS | TENARIS S A | $27.15万 | 0.03% | 4,892 | -282 | -5.5% | -$1.56万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $27.23万 | 0.03% | 2,243 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $27.32万 | 0.03% | 519 | 11 | 2.2% | $5,791 | 加仓 |
| BYD | BOYD GAMING CORP | $27.35万 | 0.03% | 3,096 | 4 | 0.1% | $353 | 加仓 |
| FN | FABRINET | $27.49万 | 0.03% | 489 | -126 | -20.5% | -$7.08万 | 减仓 |
| VMC | VULCAN MATLS CO | $27.49万 | 0.03% | 932 | 7 | 0.8% | $2,065 | 加仓 |
| STT | STATE STR CORP | $27.80万 | 0.03% | 1,639 | 26 | 1.6% | $4,410 | 加仓 |
| SHOP | SHOPIFY INC | $27.87万 | 0.03% | 2,441 | -1,043 | -29.9% | -$11.91万 | 减仓 |
| BE | BLOOM ENERGY CORP | $27.94万 | 0.03% | 923 | -231 | -20.0% | -$6.99万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $28.04万 | 0.03% | 1,096 | 7 | 0.6% | $1,791 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $28.05万 | 0.03% | 1,596 | -36 | -2.2% | -$6,328 | 减仓 |
| AON | AON PLC | $28.08万 | 0.03% | 847 | -17 | -2.0% | -$5,635 | 减仓 |
| TER | TERADYNE INC | $28.26万 | 0.03% | 584 | -38 | -6.1% | -$1.84万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $28.34万 | 0.03% | 2,278 | -1,153 | -33.6% | -$14.34万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $28.35万 | 0.03% | 1,627 | 4 | 0.2% | $697 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.59万 | 0.03% | 689 | -34 | -4.7% | -$1.41万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $28.65万 | 0.03% | 1,421 | -10 | -0.7% | -$2,016 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.89万 | 0.03% | 1,221 | 104 | 9.3% | $2.46万 | 加仓 |
| ABNB | AIRBNB INC | $28.89万 | 0.03% | 2,019 | -152 | -7.0% | -$2.18万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.95万 | 0.03% | 1,158 | -1 | -0.1% | -$250 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $29.10万 | 0.03% | 2,140 | 4 | 0.2% | $544 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $29.14万 | 0.03% | 8,243 | -373 | -4.3% | -$1.32万 | 减仓 |
| IGSB | ISHARES TR | $29.22万 | 0.03% | 5,575 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.31万 | 0.03% | 11,694 | 662 | 6.0% | $1.66万 | 加仓 |
| ROST | ROSS STORES INC | $29.31万 | 0.03% | 1,377 | 18 | 1.3% | $3,831 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $29.31万 | 0.03% | 4,183 | 122 | 3.0% | $8,549 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.34万 | 0.03% | 838 | -15 | -1.8% | -$5,251 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.34万 | 0.03% | 2,214 | 10 | 0.5% | $1,325 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.44万 | 0.03% | 1,013 | -50 | -4.7% | -$1.45万 | 减仓 |
| IJH | ISHARES TR | $29.44万 | 0.03% | 3,818 | -101 | -2.6% | -$7,788 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $29.45万 | 0.03% | 8,661 | -2,891 | -25.0% | -$9.83万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $29.51万 | 0.03% | 894 | 22 | 2.5% | $7,263 | 加仓 |
| HUBB | HUBBELL INC | $29.61万 | 0.03% | 566 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $29.64万 | 0.03% | 2,315 | 444 | 23.7% | $5.68万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.68万 | 0.03% | 422 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $29.70万 | 0.03% | 3,129 | 89 | 2.9% | $8,449 | 加仓 |
| TM | TOYOTA MOTOR CORP | $29.79万 | 0.03% | 1,769 | -175 | -9.0% | -$2.95万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $29.80万 | 0.03% | 11,587 | 181 | 1.6% | $4,655 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $29.97万 | 0.03% | 3,780 | -433 | -10.3% | -$3.43万 | 减仓 |
| GRMN | GARMIN LTD | $30.05万 | 0.03% | 1,265 | 7 | 0.6% | $1,663 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $30.20万 | 0.03% | 13,949 | 1,413 | 11.3% | $3.06万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $30.25万 | 0.03% | 814 | 20 | 2.5% | $7,433 | 加仓 |
| FORM | FORMFACTOR INC | $30.29万 | 0.03% | 1,894 | -148 | -7.2% | -$2.37万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $30.34万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $30.38万 | 0.03% | 9,448 | 5,963 | 171.1% | $19.18万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $30.46万 | 0.03% | 8,174 | -97 | -1.2% | -$3,615 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $30.55万 | 0.03% | 3,096 | 18 | 0.6% | $1,776 | 加仓 |
| MFC | MANULIFE FINL CORP | $30.58万 | 0.03% | 7,549 | 71 | 0.9% | $2,876 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $30.59万 | 0.03% | 5,949 | 25 | 0.4% | $1,286 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.63万 | 0.03% | 2,123 | 0 | 0.0% | — | 不变 |
| TSSI | TSS INC DEL | $30.75万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $30.85万 | 0.03% | 3,435 | 547 | 18.9% | $4.91万 | 加仓 |
| KEY | KEYCORP | $30.87万 | 0.03% | 13,393 | -12 | -0.1% | -$277 | 减仓 |
| WSFS | WSFS FINL CORP | $30.99万 | 0.03% | 4,039 | 4 | 0.1% | $307 | 加仓 |
| VRSN | VERISIGN INC | $31.12万 | 0.03% | 1,237 | 531 | 75.2% | $13.36万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.19万 | 0.03% | 807 | 44 | 5.8% | $1.70万 | 加仓 |
| EQIX | EQUINIX INC | $31.22万 | 0.03% | 300 | 6 | 2.0% | $6,244 | 加仓 |
| F | FORD MTR CO | $31.22万 | 0.03% | 22,461 | 145 | 0.6% | $2,015 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $31.32万 | 0.03% | 7,182 | 4,642 | 182.8% | $20.24万 | 加仓 |