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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $44.76万 | 0.04% | 1,850 | 10 | 0.5% | $2,419 | 加仓 |
| FTDR | FRONTDOOR INC | $45.04万 | 0.04% | 5,805 | 4 | 0.1% | $310 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $45.23万 | 0.04% | 2,519 | 17 | 0.7% | $3,052 | 加仓 |
| SHEL | SHELL PLC | $45.26万 | 0.04% | 5,838 | 100 | 1.7% | $7,753 | 加仓 |
| BX | BLACKSTONE INC | $45.69万 | 0.04% | 3,883 | 657 | 20.4% | $7.73万 | 加仓 |
| MUB | ISHARES TR | $45.86万 | 0.04% | 4,261 | -306 | -6.7% | -$3.29万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.01万 | 0.04% | 5,669 | 12 | 0.2% | $974 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.50万 | 0.04% | 1,239 | 13 | 1.1% | $4,879 | 加仓 |
| DIS | DISNEY WALT CO | $46.64万 | 0.04% | 4,846 | -88 | -1.8% | -$8,470 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $46.75万 | 0.04% | 557 | -325 | -36.8% | -$27.28万 | 减仓 |
| TMUS | T-MOBILE US INC | $46.83万 | 0.04% | 2,792 | -91 | -3.2% | -$1.53万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $46.89万 | 0.04% | 7,456 | 62 | 0.8% | $3,899 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.31万 | 0.05% | 5,649 | -14 | -0.2% | -$1,173 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $47.44万 | 0.05% | 14,002 | 1,056 | 8.2% | $3.58万 | 加仓 |
| MCO | MOODYS CORP | $47.60万 | 0.05% | 1,051 | -4 | -0.4% | -$1,812 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $47.90万 | 0.05% | 4,456 | -229 | -4.9% | -$2.46万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $47.99万 | 0.05% | 2,880 | -799 | -21.7% | -$13.31万 | 减仓 |
| SCZ | ISHARES TR | $48.14万 | 0.05% | 5,852 | -243 | -4.0% | -$2.00万 | 减仓 |
| AMGN | AMGEN INC | $48.20万 | 0.05% | 1,331 | 84 | 6.7% | $3.04万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $48.25万 | 0.05% | 50,368 | -399 | -0.8% | -$3,822 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $48.54万 | 0.05% | 3,943 | -703 | -15.1% | -$8.65万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $48.99万 | 0.05% | 1,067 | -78 | -6.8% | -$3.58万 | 减仓 |
| IWO | ISHARES TR | $49.13万 | 0.05% | 1,247 | -26 | -2.0% | -$1.02万 | 减仓 |
| DDOG | DATADOG INC | $49.31万 | 0.05% | 1,894 | -99 | -5.0% | -$2.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.61万 | 0.05% | 15,645 | 278 | 1.8% | $8,816 | 加仓 |
| JBL | JABIL INC | $50.15万 | 0.05% | 1,301 | 10 | 0.8% | $3,855 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $50.29万 | 0.05% | 659 | 47 | 7.7% | $3.59万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $50.57万 | 0.05% | 2,261 | -5 | -0.2% | -$1,118 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $50.67万 | 0.05% | 4,695 | -127 | -2.6% | -$1.37万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.96万 | 0.05% | 6,514 | -1,507 | -18.8% | -$11.79万 | 减仓 |
| HYG | ISHARES TR | $51.23万 | 0.05% | 6,406 | 314 | 5.2% | $2.51万 | 加仓 |
| SMH | VANECK ETF TRUST | $51.49万 | 0.05% | 785 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $52.00万 | 0.05% | 3,559 | -88 | -2.4% | -$1.29万 | 减仓 |
| GLW | CORNING INC | $52.66万 | 0.05% | 2,062 | -20 | -1.0% | -$5,107 | 减仓 |
| NGG | NATIONAL GRID PLC | $52.80万 | 0.05% | 6,372 | 1,014 | 18.9% | $8.40万 | 加仓 |
| VV | VANGUARD INDEX FDS | $52.85万 | 0.05% | 1,537 | -36 | -2.3% | -$1.24万 | 减仓 |
| MO | ALTRIA GROUP INC | $53.03万 | 0.05% | 7,371 | -103 | -1.4% | -$7,410 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $53.20万 | 0.05% | 26,746 | -740 | -2.7% | -$1.47万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $53.44万 | 0.05% | 2,821 | -53 | -1.8% | -$1.00万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $53.62万 | 0.05% | 11,886 | 42 | 0.4% | $1,895 | 加仓 |
| VTV | VANGUARD INDEX FDS | $53.83万 | 0.05% | 2,470 | 88 | 3.7% | $1.92万 | 加仓 |
| PFE | PFIZER INC | $54.20万 | 0.05% | 22,508 | -2,076 | -8.4% | -$5.00万 | 减仓 |
| TGT | TARGET CORP | $54.50万 | 0.05% | 4,173 | 54 | 1.3% | $7,053 | 加仓 |
| RONB | BARON ETF TR | $54.63万 | 0.05% | 22,390 | 2,160 | 10.7% | $5.27万 | 加仓 |
| CB | CHUBB LIMITED | $54.93万 | 0.05% | 1,612 | 19 | 1.2% | $6,474 | 加仓 |
| NOW | SERVICENOW INC | $55.02万 | 0.05% | 5,542 | -85 | -1.5% | -$8,439 | 减仓 |
| SMTC | SEMTECH CORP | $55.11万 | 0.05% | 3,405 | -2,136 | -38.5% | -$34.57万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $55.22万 | 0.05% | 6,629 | 211 | 3.3% | $1.76万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $55.38万 | 0.05% | 6,002 | -21 | -0.3% | -$1,938 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $55.41万 | 0.05% | 1,745 | 9 | 0.5% | $2,858 | 加仓 |
| IBN | ICICI BANK LIMITED | $55.76万 | 0.05% | 19,207 | -195 | -1.0% | -$5,661 | 减仓 |
| FTNT | FORTINET INC | $56.29万 | 0.05% | 3,664 | 44 | 1.2% | $6,759 | 加仓 |
| WSO | WATSCO INC | $57.30万 | 0.05% | 1,375 | -247 | -15.2% | -$10.29万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $57.39万 | 0.05% | 21,092 | -2,939 | -12.2% | -$8.00万 | 减仓 |
| SNPS | SYNOPSYS INC | $57.52万 | 0.05% | 1,290 | 27 | 2.1% | $1.20万 | 加仓 |
| MET | METLIFE INC | $57.69万 | 0.05% | 6,818 | -3 | -0.0% | -$254 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $58.06万 | 0.06% | 1,734 | -60 | -3.3% | -$2.01万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $58.67万 | 0.06% | 10,943 | 1,000 | 10.1% | $5.36万 | 加仓 |
| SLV | ISHARES SILVER TR | $59.25万 | 0.06% | 11,081 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $59.32万 | 0.06% | 6,846 | -1,795 | -20.8% | -$15.55万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.68万 | 0.06% | 2,403 | -46 | -1.9% | -$1.14万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $61.58万 | 0.06% | 13,648 | -1,818 | -11.8% | -$8.20万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.12万 | 0.06% | 4,541 | 60 | 1.3% | $8,208 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.63万 | 0.06% | 6,516 | 1 | 0.0% | $96 | 加仓 |
| IVE | ISHARES TR | $62.74万 | 0.06% | 2,763 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $63.01万 | 0.06% | 15,830 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $63.13万 | 0.06% | 4,660 | 40 | 0.9% | $5,419 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.19万 | 0.06% | 2,567 | 23 | 0.9% | $5,662 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.91万 | 0.06% | 6,940 | 80 | 1.2% | $7,367 | 加仓 |
| STE | STERIS PLC | $64.20万 | 0.06% | 3,049 | 28 | 0.9% | $5,896 | 加仓 |
| SE | SEA LTD | $64.63万 | 0.06% | 6,744 | 10 | 0.1% | $958 | 加仓 |
| SO | SOUTHERN CO | $64.81万 | 0.06% | 6,772 | 5 | 0.1% | $479 | 加仓 |
| DHR | DANAHER CORP DEL | $65.46万 | 0.06% | 3,437 | -276 | -7.4% | -$5.26万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.59万 | 0.06% | 1,321 | -229 | -14.8% | -$11.37万 | 减仓 |
| WMB | WILLIAMS COS INC | $65.91万 | 0.06% | 8,866 | 47 | 0.5% | $3,494 | 加仓 |
| UBS | UBS GROUP AG | $65.94万 | 0.06% | 13,306 | 275 | 2.1% | $1.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.38万 | 0.06% | 2,262 | -1,265 | -35.9% | -$37.68万 | 减仓 |
| ACNB | ACNB CORP | $67.47万 | 0.06% | 11,363 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $67.66万 | 0.06% | 21,562 | 104 | 0.5% | $3,264 | 加仓 |
| GM | GENERAL MTRS CO | $67.92万 | 0.06% | 8,811 | 19 | 0.2% | $1,465 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.16万 | 0.06% | 24,608 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $69.29万 | 0.07% | 1,745 | -36 | -2.0% | -$1.43万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $69.33万 | 0.07% | 3,456 | 28 | 0.8% | $5,617 | 加仓 |
| QUAL | ISHARES TR | $69.65万 | 0.07% | 3,174 | 3 | 0.1% | $658 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.15万 | 0.07% | 6,098 | 358 | 6.2% | $4.18万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $71.17万 | 0.07% | 11,524 | -1,498 | -11.5% | -$9.25万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $71.39万 | 0.07% | 40,263 | -73 | -0.2% | -$1,294 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $71.41万 | 0.07% | 9,896 | -694 | -6.6% | -$5.01万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $72.18万 | 0.07% | 4,599 | -79 | -1.7% | -$1.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $72.87万 | 0.07% | 2,057 | -29 | -1.4% | -$1.03万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $73.33万 | 0.07% | 2,219 | 1 | 0.0% | $330 | 加仓 |
| VO | VANGUARD INDEX FDS | $74.16万 | 0.07% | 9,204 | -72 | -0.8% | -$5,801 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $74.29万 | 0.07% | 14,714 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $75.54万 | 0.07% | 1,538 | 1 | 0.1% | $491 | 加仓 |
| URI | UNITED RENTALS INC | $75.79万 | 0.07% | 669 | -24 | -3.5% | -$2.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.84万 | 0.07% | 17,912 | 86 | 0.5% | $3,641 | 加仓 |
| USB | US BANCORP | $75.92万 | 0.07% | 12,570 | 645 | 5.4% | $3.90万 | 加仓 |
| C | CITIGROUP INC | $76.31万 | 0.07% | 5,452 | -25 | -0.5% | -$3,499 | 减仓 |
| PWR | QUANTA SVCS INC | $76.40万 | 0.07% | 1,061 | 2 | 0.2% | $1,440 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.79万 | 0.07% | 1,118 | 0 | 0.0% | — | 不变 |