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 |
|---|---|---|---|---|---|---|---|---|
| AVT | AVNET INC | $31.40万 | 0.03% | 3,535 | 1,964 | 125.0% | $17.44万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $31.43万 | 0.03% | 4,543 | 45 | 1.0% | $3,114 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.45万 | 0.03% | 9,294 | 304 | 3.4% | $1.03万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $31.47万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $31.71万 | 0.03% | 9,385 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $31.72万 | 0.03% | 3,104 | 77 | 2.5% | $7,868 | 加仓 |
| STLA | STELLANTIS N.V | $31.88万 | 0.03% | 55,533 | 5,467 | 10.9% | $3.14万 | 加仓 |
| WAB | WABTEC | $31.95万 | 0.03% | 1,185 | -2 | -0.2% | -$539 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.35万 | 0.03% | 635 | 8 | 1.3% | $4,076 | 加仓 |
| ARGX | ARGENX SE | $32.38万 | 0.03% | 349 | 5 | 1.5% | $4,639 | 加仓 |
| MPC | MARATHON PETE CORP | $32.52万 | 0.03% | 1,272 | 5 | 0.4% | $1,278 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $32.54万 | 0.03% | 5,144 | 1,511 | 41.6% | $9.56万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $32.61万 | 0.03% | 7,892 | 1,053 | 15.4% | $4.35万 | 加仓 |
| HEI/A | HEICO CORP NEW | $32.73万 | 0.03% | 1,269 | 48 | 3.9% | $1.24万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.07万 | 0.03% | 668 | 5 | 0.8% | $2,475 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $33.18万 | 0.03% | 3,419 | -22 | -0.6% | -$2,135 | 减仓 |
| SXI | STANDEX INTL CORP | $33.30万 | 0.03% | 931 | 5 | 0.5% | $1,788 | 加仓 |
| IAU | ISHARES GOLD TR | $33.36万 | 0.03% | 4,418 | -2,156 | -32.8% | -$16.28万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.67万 | 0.03% | 540 | -20 | -3.6% | -$1.25万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $33.74万 | 0.03% | 3,880 | 136 | 3.6% | $1.18万 | 加仓 |
| WF | WOORI FINL GROUP INC | $33.78万 | 0.03% | 5,885 | 947 | 19.2% | $5.44万 | 加仓 |
| MKSI | MKS INC. | $33.80万 | 0.03% | 760 | 20 | 2.7% | $8,896 | 加仓 |
| RELX | RELX PLC | $33.81万 | 0.03% | 10,676 | -4,658 | -30.4% | -$14.75万 | 减仓 |
| ALL | ALLSTATE CORP | $33.95万 | 0.03% | 1,427 | 12 | 0.8% | $2,855 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $34.16万 | 0.03% | 13,570 | 13,570 | — | $34.16万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $34.21万 | 0.03% | 87,951 | 61,771 | 235.9% | $24.03万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $34.22万 | 0.03% | 8,664 | -148 | -1.7% | -$5,846 | 减仓 |
| BP | BP PLC | $34.26万 | 0.03% | 9,271 | -4,880 | -34.5% | -$18.03万 | 减仓 |
| IWN | ISHARES TR | $34.42万 | 0.03% | 1,556 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $34.44万 | 0.03% | 6,052 | 2,964 | 96.0% | $16.87万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $34.52万 | 0.03% | 16,092 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.53万 | 0.03% | 1,542 | 181 | 13.3% | $4.05万 | 加仓 |
| SONY | SONY GROUP CORP | $34.54万 | 0.03% | 17,216 | -265 | -1.5% | -$5,316 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $34.70万 | 0.03% | 5,832 | -50 | -0.9% | -$2,975 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $34.90万 | 0.03% | 35,978 | 633 | 1.8% | $6,140 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $34.91万 | 0.03% | 17,190 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $34.98万 | 0.03% | 1,111 | -252 | -18.5% | -$7.93万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $35.05万 | 0.03% | 60,114 | 638 | 1.1% | $3,720 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $35.08万 | 0.03% | 4,506 | 200 | 4.6% | $1.56万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $35.27万 | 0.03% | 15,775 | 1,431 | 10.0% | $3.20万 | 加仓 |
| BWA | BORGWARNER INC | $35.31万 | 0.03% | 5,318 | 235 | 4.6% | $1.56万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.32万 | 0.03% | 6,069 | 3,943 | 185.5% | $22.95万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.35万 | 0.03% | 1,632 | -142 | -8.0% | -$3.08万 | 减仓 |
| ETR | ENTERGY CORP NEW | $35.35万 | 0.03% | 3,078 | 34 | 1.1% | $3,905 | 加仓 |
| PKX | POSCO HOLDINGS INC | $35.45万 | 0.03% | 6,900 | 4,425 | 178.8% | $22.74万 | 加仓 |
| NUE | NUCOR CORP | $35.60万 | 0.03% | 1,598 | 8 | 0.5% | $1,782 | 加仓 |
| CI | THE CIGNA GROUP | $36.03万 | 0.03% | 1,307 | -24 | -1.8% | -$6,616 | 减仓 |
| RDY | DR REDDYS LABS LTD | $36.05万 | 0.03% | 24,879 | 811 | 3.4% | $1.18万 | 加仓 |
| CBRE | CBRE GROUP INC | $36.27万 | 0.03% | 2,693 | 89 | 3.4% | $1.20万 | 加仓 |
| CTAS | CINTAS CORP | $36.33万 | 0.03% | 2,136 | -282 | -11.7% | -$4.80万 | 减仓 |
| IUSV | ISHARES TR | $36.38万 | 0.03% | 3,303 | 216 | 7.0% | $2.38万 | 加仓 |
| USFD | US FOODS HLDG CORP | $36.41万 | 0.03% | 3,561 | -49 | -1.4% | -$5,010 | 减仓 |
| MARA | MARA HOLDINGS INC | $36.62万 | 0.03% | 26,367 | 17,790 | 207.4% | $24.71万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $36.83万 | 0.04% | 30,442 | 15,232 | 100.1% | $18.43万 | 加仓 |
| KGC | KINROSS GOLD CORP | $36.91万 | 0.04% | 15,627 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $37.28万 | 0.04% | 1,571 | -683 | -30.3% | -$16.21万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $37.69万 | 0.04% | 4,956 | 20 | 0.4% | $1,521 | 加仓 |
| AROC | ARCHROCK INC | $37.72万 | 0.04% | 9,266 | -1,452 | -13.5% | -$5.91万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.76万 | 0.04% | 6,988 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $37.77万 | 0.04% | 2,114 | 787 | 59.3% | $14.06万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.88万 | 0.04% | 8,875 | 419 | 5.0% | $1.79万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $37.88万 | 0.04% | 20,445 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $38.06万 | 0.04% | 13,996 | 1,068 | 8.3% | $2.90万 | 加仓 |
| IVW | ISHARES TR | $38.33万 | 0.04% | 2,787 | 15 | 0.5% | $2,063 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $38.36万 | 0.04% | 3,129 | -3 | -0.1% | -$368 | 减仓 |
| KB | KB FINL GROUP INC | $38.36万 | 0.04% | 3,655 | 317 | 9.5% | $3.33万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.45万 | 0.04% | 6,673 | 80 | 1.2% | $4,610 | 加仓 |
| EMB | ISHARES TR | $38.71万 | 0.04% | 4,014 | 10 | 0.2% | $964 | 加仓 |
| AMP | AMERIPRISE FINL INC | $38.72万 | 0.04% | 844 | -11 | -1.3% | -$5,046 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $38.79万 | 0.04% | 1,377 | -2 | -0.1% | -$563 | 减仓 |
| IEMG | ISHARES INC | $38.82万 | 0.04% | 4,686 | 75 | 1.6% | $6,213 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $38.86万 | 0.04% | 888 | 5 | 0.6% | $2,188 | 加仓 |
| RY | ROYAL BK CDA | $39.01万 | 0.04% | 1,885 | 2 | 0.1% | $414 | 加仓 |
| NWG | NATWEST GROUP PLC | $39.02万 | 0.04% | 22,134 | -1,393 | -5.9% | -$2.46万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $39.22万 | 0.04% | 4,721 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $39.30万 | 0.04% | 13,300 | 264 | 2.0% | $7,801 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $39.45万 | 0.04% | 1,637 | 20 | 1.2% | $4,819 | 加仓 |
| DB | DEUTSCHE BK AG | $39.61万 | 0.04% | 11,734 | 2,887 | 32.6% | $9.75万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $39.89万 | 0.04% | 13,962 | 13,962 | — | $39.89万 | 新建仓 |
| FDX | FEDEX CORP | $39.96万 | 0.04% | 1,276 | -38 | -2.9% | -$1.19万 | 减仓 |
| WT | WISDOMTREE INC | $40.52万 | 0.04% | 23,920 | 52 | 0.2% | $881 | 加仓 |
| IX | ORIX CORP | $40.65万 | 0.04% | 10,686 | 85 | 0.8% | $3,233 | 加仓 |
| YUM | YUM BRANDS INC | $41.02万 | 0.04% | 2,566 | 23 | 0.9% | $3,677 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.23万 | 0.04% | 1,850 | 145 | 8.5% | $3.23万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $41.34万 | 0.04% | 3,815 | 131 | 3.6% | $1.42万 | 加仓 |
| DHI | D R HORTON INC | $41.47万 | 0.04% | 2,546 | 15 | 0.6% | $2,443 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.59万 | 0.04% | 4,333 | -97 | -2.2% | -$9,310 | 减仓 |
| MCK | MCKESSON CORP | $41.63万 | 0.04% | 551 | -8 | -1.4% | -$6,045 | 减仓 |
| COR | CENCORA INC | $41.91万 | 0.04% | 1,481 | 359 | 32.0% | $10.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.99万 | 0.04% | 4,784 | 299 | 6.7% | $2.62万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.08万 | 0.04% | 1,136 | 9 | 0.8% | $3,334 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.57万 | 0.04% | 8,419 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $42.91万 | 0.04% | 8,613 | -849 | -9.0% | -$4.23万 | 减仓 |
| AFL | AFLAC INC | $42.94万 | 0.04% | 3,662 | 21 | 0.6% | $2,462 | 加仓 |
| COHR | COHERENT CORP | $43.16万 | 0.04% | 1,094 | -536 | -32.9% | -$21.14万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $43.16万 | 0.04% | 1,107 | 6 | 0.5% | $2,339 | 加仓 |
| GVA | GRANITE CONSTR INC | $43.30万 | 0.04% | 2,739 | 43 | 1.6% | $6,797 | 加仓 |
| UNP | UNION PAC CORP | $43.37万 | 0.04% | 1,595 | -72 | -4.3% | -$1.96万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $44.36万 | 0.04% | 333 | -2 | -0.6% | -$2,664 | 减仓 |
| AOA | ISHARES TR | $44.52万 | 0.04% | 4,561 | 105 | 2.4% | $1.02万 | 加仓 |