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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $35.25万 | 0.04% | 1,122 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $35.27万 | 0.04% | 2,604 | -92 | -3.4% | -$1.25万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $35.42万 | 0.04% | 12,928 | 640 | 5.2% | $1.75万 | 加仓 |
| STLA | STELLANTIS N.V | $35.50万 | 0.04% | 50,066 | 45,785 | 1,069.5% | $32.46万 | 加仓 |
| CI | THE CIGNA GROUP | $35.50万 | 0.04% | 1,331 | 156 | 13.3% | $4.16万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $35.51万 | 0.04% | 12,368 | 3,288 | 36.2% | $9.44万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $35.92万 | 0.04% | 882 | -41 | -4.4% | -$1.67万 | 减仓 |
| SONY | SONY GROUP CORP | $36.19万 | 0.04% | 17,481 | -2,812 | -13.9% | -$5.82万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $36.69万 | 0.04% | 1,063 | 119 | 12.6% | $4.11万 | 加仓 |
| MTZ | MASTEC INC | $36.81万 | 0.04% | 1,144 | -315 | -21.6% | -$10.13万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $36.84万 | 0.04% | 20,445 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $36.84万 | 0.04% | 1,127 | 9 | 0.8% | $2,942 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.98万 | 0.04% | 11,552 | 870 | 8.1% | $2.78万 | 加仓 |
| BX | BLACKSTONE INC | $37.10万 | 0.04% | 3,226 | -533 | -14.2% | -$6.13万 | 减仓 |
| CRM | SALESFORCE INC | $37.17万 | 0.04% | 1,991 | -1,069 | -34.9% | -$19.96万 | 减仓 |
| AROC | ARCHROCK INC | $37.30万 | 0.04% | 10,718 | -1,656 | -13.4% | -$5.76万 | 减仓 |
| EMB | ISHARES TR | $37.61万 | 0.04% | 4,004 | 88 | 2.2% | $8,265 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $37.90万 | 0.04% | 627 | -1 | -0.2% | -$604 | 减仓 |
| AMP | AMERIPRISE FINL INC | $38.00万 | 0.04% | 855 | 24 | 2.9% | $1.07万 | 加仓 |
| ALB | ALBEMARLE CORP | $38.67万 | 0.04% | 2,154 | 1,530 | 245.2% | $27.47万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $38.70万 | 0.04% | 4,721 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $38.83万 | 0.04% | 335 | -52 | -13.4% | -$6.03万 | 减仓 |
| COHR | COHERENT CORP | $38.83万 | 0.04% | 1,630 | -809 | -33.2% | -$19.27万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $38.99万 | 0.04% | 12,946 | 7,504 | 137.9% | $22.60万 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.18万 | 0.04% | 1,705 | 99 | 6.2% | $2.27万 | 加仓 |
| AOA | ISHARES TR | $39.43万 | 0.04% | 4,456 | 3,972 | 820.7% | $35.15万 | 加仓 |
| AME | AMETEK INC | $39.44万 | 0.04% | 1,840 | 37 | 2.1% | $7,931 | 加仓 |
| YUM | YUM BRANDS INC | $39.54万 | 0.04% | 2,543 | 17 | 0.7% | $2,643 | 加仓 |
| AFL | AFLAC INC | $39.95万 | 0.04% | 3,641 | 19 | 0.5% | $2,084 | 加仓 |
| IWO | ISHARES TR | $39.95万 | 0.04% | 1,273 | 38 | 3.1% | $1.19万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.99万 | 0.04% | 6,593 | 193 | 3.0% | $1.17万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $40.05万 | 0.04% | 1,944 | -78 | -3.9% | -$1.61万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $40.31万 | 0.04% | 50,767 | -391 | -0.8% | -$3,105 | 减仓 |
| UNP | UNION PAC CORP | $40.43万 | 0.04% | 1,667 | -25 | -1.5% | -$6,064 | 减仓 |
| CTAS | CINTAS CORP | $40.90万 | 0.04% | 2,418 | 66 | 2.8% | $1.12万 | 加仓 |
| — | HONEYWELL INTL INC | $41.08万 | 0.04% | 1,817 | -166 | -8.4% | -$3.75万 | 减仓 |
| SHOP | SHOPIFY INC | $41.33万 | 0.04% | 3,484 | 718 | 26.0% | $8.52万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $41.48万 | 0.04% | 1,379 | -5 | -0.4% | -$1,504 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.66万 | 0.04% | 4,485 | 504 | 12.7% | $4.68万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $41.90万 | 0.04% | 883 | 187 | 26.9% | $8.87万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $42.27万 | 0.04% | 2,266 | 12 | 0.5% | $2,238 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.53万 | 0.04% | 5,663 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $42.60万 | 0.04% | 5,541 | -87 | -1.5% | -$6,689 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.61万 | 0.04% | 8,419 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $42.94万 | 0.04% | 8,812 | -893 | -9.2% | -$4.35万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $43.27万 | 0.04% | 560 | 94 | 20.2% | $7.26万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $43.46万 | 0.04% | 7,394 | 104 | 1.4% | $6,113 | 加仓 |
| TFC | TRUIST FINL CORP | $43.50万 | 0.04% | 9,462 | 545 | 6.1% | $2.51万 | 加仓 |
| AMGN | AMGEN INC | $43.88万 | 0.05% | 1,247 | 23 | 1.9% | $8,093 | 加仓 |
| SYK | STRYKER CORPORATION | $44.79万 | 0.05% | 1,363 | -241 | -15.0% | -$7.92万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $44.95万 | 0.05% | 1,794 | 1,042 | 138.6% | $26.11万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $45.08万 | 0.05% | 2,502 | 46 | 1.9% | $8,288 | 加仓 |
| NGG | NATIONAL GRID PLC | $45.33万 | 0.05% | 5,358 | -1,122 | -17.3% | -$9.49万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $45.79万 | 0.05% | 5,657 | 32 | 0.6% | $2,590 | 加仓 |
| MCO | MOODYS CORP | $46.02万 | 0.05% | 1,055 | 371 | 54.2% | $16.18万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $46.09万 | 0.05% | 4,685 | 114 | 2.5% | $1.12万 | 加仓 |
| RONB | BARON ETF TR | $46.27万 | 0.05% | 20,230 | 20,230 | — | $46.27万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.64万 | 0.05% | 27,486 | -1,204 | -4.2% | -$2.04万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $46.68万 | 0.05% | 6,418 | -180 | -2.7% | -$1.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $46.73万 | 0.05% | 2,382 | 2,382 | — | $46.73万 | 新建仓 |
| FDX | FEDEX CORP | $46.80万 | 0.05% | 1,314 | 3 | 0.2% | $1,069 | 加仓 |
| VV | VANGUARD INDEX FDS | $46.99万 | 0.05% | 1,573 | -120 | -7.1% | -$3.59万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $47.11万 | 0.05% | 4,822 | -10 | -0.2% | -$977 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $47.15万 | 0.05% | 15,367 | -160 | -1.0% | -$4,909 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.18万 | 0.05% | 5,701 | 4,994 | 706.4% | $41.33万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $47.21万 | 0.05% | 6,515 | -233 | -3.5% | -$1.69万 | 减仓 |
| DIS | DISNEY WALT CO | $47.55万 | 0.05% | 4,934 | -1,459 | -22.8% | -$14.06万 | 减仓 |
| KGC | KINROSS GOLD CORP | $47.69万 | 0.05% | 15,627 | -3,313 | -17.5% | -$10.11万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $47.76万 | 0.05% | 3,647 | 41 | 1.1% | $5,369 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $47.77万 | 0.05% | 1,736 | 221 | 14.6% | $6.08万 | 加仓 |
| SCZ | ISHARES TR | $47.79万 | 0.05% | 6,095 | 777 | 14.6% | $6.09万 | 加仓 |
| MET | METLIFE INC | $48.24万 | 0.05% | 6,821 | -2 | -0.0% | -$141 | 减仓 |
| MCK | MCKESSON CORP | $48.37万 | 0.05% | 559 | -22 | -3.8% | -$1.90万 | 减仓 |
| HYG | ISHARES TR | $48.47万 | 0.05% | 6,092 | 2,005 | 49.1% | $15.95万 | 加仓 |
| MUB | ISHARES TR | $48.48万 | 0.05% | 4,567 | 389 | 9.3% | $4.13万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $49.09万 | 0.05% | 9,943 | 2,000 | 25.2% | $9.87万 | 加仓 |
| MO | ALTRIA GROUP INC | $49.32万 | 0.05% | 7,474 | 120 | 1.6% | $7,918 | 加仓 |
| TGT | TARGET CORP | $49.92万 | 0.05% | 4,119 | -114 | -2.7% | -$1.38万 | 减仓 |
| SNPS | SYNOPSYS INC | $50.06万 | 0.05% | 1,263 | 35 | 2.9% | $1.39万 | 加仓 |
| IBN | ICICI BANK LIMITED | $50.25万 | 0.05% | 19,402 | -672 | -3.3% | -$1.74万 | 减仓 |
| URI | UNITED RENTALS INC | $50.49万 | 0.05% | 693 | 4 | 0.6% | $2,914 | 加仓 |
| RELX | RELX PLC | $50.83万 | 0.05% | 15,334 | 6,196 | 67.8% | $20.54万 | 加仓 |
| UBS | UBS GROUP AG | $50.91万 | 0.05% | 13,031 | 521 | 4.2% | $2.04万 | 加仓 |
| CB | CHUBB LTD SWITZ | $51.92万 | 0.05% | 1,593 | 16 | 1.0% | $5,215 | 加仓 |
| HCA | HCA HEALTHCARE INC | $52.10万 | 0.05% | 1,101 | 7 | 0.6% | $3,313 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $52.58万 | 0.05% | 2,254 | 3 | 0.1% | $700 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.93万 | 0.05% | 2,544 | -120 | -4.5% | -$2.50万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.06万 | 0.05% | 8,456 | -1,919 | -18.5% | -$12.04万 | 减仓 |
| SHEL | SHELL PLC | $53.36万 | 0.06% | 5,738 | -14 | -0.2% | -$1,302 | 减仓 |
| ACNB | ACNB CORP | $54.39万 | 0.06% | 11,363 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $55.52万 | 0.06% | 1,145 | 285 | 33.1% | $13.82万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $55.58万 | 0.06% | 4,430 | -474 | -9.7% | -$5.95万 | 减仓 |
| SE | SEA LTD | $55.76万 | 0.06% | 6,734 | 1,393 | 26.1% | $11.54万 | 加仓 |
| ING | ING GROEP N.V. | $55.90万 | 0.06% | 21,458 | 2,217 | 11.5% | $5.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $56.60万 | 0.06% | 6,023 | 20 | 0.3% | $1,880 | 加仓 |
| ADI | ANALOG DEVICES INC | $56.64万 | 0.06% | 1,781 | 50 | 2.9% | $1.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $57.96万 | 0.06% | 6,574 | -881 | -11.8% | -$7.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $58.14万 | 0.06% | 1,059 | -209 | -16.5% | -$11.47万 | 减仓 |
| IVE | ISHARES TR | $58.34万 | 0.06% | 2,763 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $58.60万 | 0.06% | 15,830 | 7,898 | 99.6% | $29.24万 | 加仓 |