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 |
|---|---|---|---|---|---|---|---|---|
| HEI/A | HEICO CORP NEW | $25.77万 | 0.03% | 1,221 | 577 | 89.6% | $12.18万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.81万 | 0.03% | 1,972 | -13 | -0.7% | -$1,702 | 减仓 |
| OKE | ONEOK INC NEW | $25.85万 | 0.03% | 2,860 | 19 | 0.7% | $1,717 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $25.92万 | 0.03% | 4,498 | 1,061 | 30.9% | $6.11万 | 加仓 |
| JBS | JBS N.V. | $25.93万 | 0.03% | 14,435 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.94万 | 0.03% | 7,722 | -639 | -7.6% | -$2.15万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.03万 | 0.03% | 422 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $26.13万 | 0.03% | 3,952 | -87 | -2.2% | -$5,752 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.19万 | 0.03% | 8,990 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $26.20万 | 0.03% | 12,536 | 2,756 | 28.2% | $5.76万 | 加仓 |
| DB | DEUTSCHE BK AG | $26.35万 | 0.03% | 8,847 | 684 | 8.4% | $2.04万 | 加仓 |
| WSFS | WSFS FINL CORP | $26.41万 | 0.03% | 4,035 | 37 | 0.9% | $2,422 | 加仓 |
| IJH | ISHARES TR | $26.46万 | 0.03% | 3,919 | 386 | 10.9% | $2.61万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $26.75万 | 0.03% | 2,874 | 1,864 | 184.6% | $17.35万 | 加仓 |
| KEY | KEYCORP | $26.88万 | 0.03% | 13,405 | 165 | 1.2% | $3,308 | 加仓 |
| NUE | NUCOR CORP | $26.89万 | 0.03% | 1,590 | 6 | 0.4% | $1,015 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $26.89万 | 0.03% | 2,097 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $27.10万 | 0.03% | 1,022 | 28 | 2.8% | $7,424 | 加仓 |
| SBUX | STARBUCKS CORP | $27.12万 | 0.03% | 3,027 | -736 | -19.6% | -$6.59万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $27.14万 | 0.03% | 1,239 | 26 | 2.1% | $5,695 | 加仓 |
| ABNB | AIRBNB INC | $27.42万 | 0.03% | 2,171 | 714 | 49.0% | $9.02万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $27.43万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $27.49万 | 0.03% | 3,022 | 206 | 7.3% | $1.87万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $27.56万 | 0.03% | 8,271 | -107 | -1.3% | -$3,565 | 减仓 |
| DEO | DIAGEO PLC | $27.58万 | 0.03% | 3,704 | 618 | 20.0% | $4.60万 | 加仓 |
| BWA | BORGWARNER INC | $27.58万 | 0.03% | 5,083 | 2,142 | 72.8% | $11.62万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $27.59万 | 0.03% | 3,684 | -30 | -0.8% | -$2,247 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.65万 | 0.03% | 1,361 | -307 | -18.4% | -$6.24万 | 减仓 |
| HUBB | HUBBELL INC | $27.78万 | 0.03% | 566 | 4 | 0.7% | $1,963 | 加仓 |
| AON | AON PLC | $27.87万 | 0.03% | 864 | -183 | -17.5% | -$5.90万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $27.93万 | 0.03% | 1,623 | -19 | -1.2% | -$3,269 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.20万 | 0.03% | 11,844 | 72 | 0.6% | $1,714 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $28.23万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $28.30万 | 0.03% | 2,082 | 467 | 28.9% | $6.35万 | 加仓 |
| RIO | RIO TINTO PLC | $28.36万 | 0.03% | 3,040 | 466 | 18.1% | $4.35万 | 加仓 |
| IDXX | IDEXX LABS INC | $28.54万 | 0.03% | 508 | 2 | 0.4% | $1,124 | 加仓 |
| AZO | AUTOZONE INC | $28.71万 | 0.03% | 85 | -1 | -1.2% | -$3,378 | 减仓 |
| EQIX | EQUINIX INC | $28.77万 | 0.03% | 294 | -266 | -47.5% | -$26.03万 | 减仓 |
| NU | NU HLDGS LTD | $28.82万 | 0.03% | 20,056 | 2,123 | 11.8% | $3.05万 | 加仓 |
| GRMN | GARMIN LTD | $29.19万 | 0.03% | 1,258 | -28 | -2.2% | -$6,496 | 减仓 |
| IDCC | INTERDIGITAL INC | $29.20万 | 0.03% | 967 | -479 | -33.1% | -$14.47万 | 减仓 |
| IGSB | ISHARES TR | $29.30万 | 0.03% | 5,575 | 0 | 0.0% | — | 不变 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $29.32万 | 0.03% | 9,385 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $29.34万 | 0.03% | 1,415 | -36 | -2.5% | -$7,464 | 减仓 |
| ROST | ROSS STORES INC | $29.44万 | 0.03% | 1,359 | 18 | 1.3% | $3,899 | 加仓 |
| IWN | ISHARES TR | $29.50万 | 0.03% | 1,556 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $29.58万 | 0.03% | 3,620 | 79 | 2.2% | $6,456 | 加仓 |
| HCC | WARRIOR MET COAL INC | $29.62万 | 0.03% | 3,180 | -73 | -2.2% | -$6,800 | 减仓 |
| TXT | TEXTRON INC | $29.66万 | 0.03% | 3,387 | 2,750 | 431.7% | $24.08万 | 加仓 |
| WAB | WABTEC | $29.66万 | 0.03% | 1,187 | 8 | 0.7% | $1,999 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.80万 | 0.03% | 2,204 | 21 | 1.0% | $2,840 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.91万 | 0.03% | 1,431 | 55 | 4.0% | $1.15万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $29.92万 | 0.03% | 59,476 | 32,229 | 118.3% | $16.21万 | 加仓 |
| SMH | VANECK ETF TRUST | $30.10万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $30.10万 | 0.03% | 5,174 | -1,004 | -16.3% | -$5.84万 | 减仓 |
| ADBE | ADOBE INC | $30.31万 | 0.03% | 1,247 | 203 | 19.4% | $4.93万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $30.34万 | 0.03% | 14,344 | -1,182 | -7.6% | -$2.50万 | 减仓 |
| RY | ROYAL BK CDA | $30.46万 | 0.03% | 1,883 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $30.57万 | 0.03% | 1,617 | -64 | -3.8% | -$1.21万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $30.59万 | 0.03% | 8,616 | 233 | 2.8% | $8,272 | 加仓 |
| FTDR | FRONTDOOR INC | $30.66万 | 0.03% | 5,801 | 1,110 | 23.7% | $5.87万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $30.87万 | 0.03% | 5,882 | -456 | -7.2% | -$2.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $30.94万 | 0.03% | 1,267 | -123 | -8.8% | -$3.00万 | 减仓 |
| ADSK | AUTODESK INC | $30.97万 | 0.03% | 1,294 | -92 | -6.6% | -$2.20万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $31.31万 | 0.03% | 4,514 | -830 | -15.5% | -$5.76万 | 减仓 |
| IVW | ISHARES TR | $31.35万 | 0.03% | 2,772 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $31.35万 | 0.03% | 723 | 72 | 11.1% | $3.12万 | 加仓 |
| IUSV | ISHARES TR | $31.56万 | 0.03% | 3,087 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $31.64万 | 0.03% | 4,213 | 349 | 9.0% | $2.62万 | 加仓 |
| IX | ORIX CORP | $31.79万 | 0.03% | 10,601 | 347 | 3.4% | $1.04万 | 加仓 |
| CCL | CARNIVAL CORP | $31.88万 | 0.03% | 12,320 | -252 | -2.0% | -$6,522 | 减仓 |
| FN | FABRINET | $32.07万 | 0.03% | 615 | -46 | -7.0% | -$2.40万 | 减仓 |
| KR | KROGER CO | $32.12万 | 0.03% | 4,440 | 442 | 11.1% | $3.20万 | 加仓 |
| SNY | SANOFI SA | $32.15万 | 0.03% | 6,673 | -4,181 | -38.5% | -$20.14万 | 减仓 |
| IEMG | ISHARES INC | $32.16万 | 0.03% | 4,611 | 2,970 | 181.0% | $20.72万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $32.28万 | 0.03% | 1,632 | 120 | 7.9% | $2.37万 | 加仓 |
| GVA | GRANITE CONSTR INC | $32.32万 | 0.03% | 2,696 | -31 | -1.1% | -$3,716 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $32.35万 | 0.03% | 17,190 | 0 | 0.0% | — | 不变 |
| TSSI | TSS INC DEL | $32.52万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $32.89万 | 0.03% | 4,938 | -92 | -1.8% | -$6,127 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $33.01万 | 0.03% | 3,132 | 268 | 9.4% | $2.82万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $33.03万 | 0.03% | 3,441 | 6 | 0.2% | $576 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $33.21万 | 0.03% | 6,988 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $33.28万 | 0.03% | 4,808 | 494 | 11.5% | $3.42万 | 加仓 |
| USFD | US FOODS HLDG CORP | $33.29万 | 0.03% | 3,610 | -157 | -4.2% | -$1.45万 | 减仓 |
| KB | KB FINL GROUP INC | $33.29万 | 0.03% | 3,338 | -47 | -1.4% | -$4,687 | 减仓 |
| RDY | DR REDDYS LABS LTD | $33.33万 | 0.03% | 24,068 | 368 | 1.6% | $5,097 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $33.53万 | 0.03% | 15,466 | -6,374 | -29.2% | -$13.82万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $33.57万 | 0.03% | 4,936 | 29 | 0.6% | $1,973 | 加仓 |
| CME | CME GROUP INC | $33.88万 | 0.03% | 1,147 | 34 | 3.1% | $1.00万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $33.90万 | 0.04% | 35,345 | 27,720 | 363.5% | $26.58万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.07万 | 0.04% | 1,226 | -48 | -3.8% | -$1.33万 | 减仓 |
| ETR | ENTERGY CORP NEW | $34.20万 | 0.04% | 3,044 | 63 | 2.1% | $7,079 | 加仓 |
| JBL | JABIL INC | $34.29万 | 0.04% | 1,291 | -6 | -0.5% | -$1,594 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $34.41万 | 0.04% | 6,839 | 121 | 1.8% | $6,089 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $34.66万 | 0.04% | 1,774 | 33 | 1.9% | $6,448 | 加仓 |
| DHI | D R HORTON INC | $34.73万 | 0.04% | 2,531 | 13 | 0.5% | $1,784 | 加仓 |
| WT | WISDOMTREE INC | $34.75万 | 0.04% | 23,868 | 133 | 0.6% | $1,936 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.93万 | 0.04% | 3,527 | -1,643 | -31.8% | -$16.27万 | 减仓 |
| NWG | NATWEST GROUP PLC | $35.06万 | 0.04% | 23,527 | 6,322 | 36.7% | $9.42万 | 加仓 |