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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $77.09万 | 0.07% | 1,893 | -732 | -27.9% | -$29.81万 | 减仓 |
| EMR | EMERSON ELEC CO | $77.10万 | 0.07% | 5,386 | -45 | -0.8% | -$6,442 | 减仓 |
| SHY | ISHARES TR | $77.48万 | 0.07% | 9,436 | -50 | -0.5% | -$4,106 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $77.50万 | 0.07% | 32,865 | -439 | -1.3% | -$1.04万 | 减仓 |
| CSX | CSX CORP | $78.29万 | 0.07% | 16,472 | 26 | 0.2% | $1,236 | 加仓 |
| PSX | PHILLIPS 66 | $78.64万 | 0.07% | 4,652 | -4 | -0.1% | -$676 | 减仓 |
| T | AT&T INC | $78.91万 | 0.08% | 38,122 | -2,293 | -5.7% | -$4.75万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $78.94万 | 0.08% | 4,429 | 179 | 4.2% | $3.19万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $80.97万 | 0.08% | 16,147 | -2,488 | -13.4% | -$12.48万 | 减仓 |
| CMI | CUMMINS INC | $81.23万 | 0.08% | 1,139 | 35 | 3.2% | $2.50万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $81.29万 | 0.08% | 15,408 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $82.86万 | 0.08% | 3,828 | -52 | -1.3% | -$1.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $83.49万 | 0.08% | 26,114 | 1 | 0.0% | $32 | 加仓 |
| USMV | ISHARES TR | $83.50万 | 0.08% | 8,656 | 19 | 0.2% | $1,833 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $85.62万 | 0.08% | 2,153 | -471 | -17.9% | -$18.73万 | 减仓 |
| SAN | BANCO SANTANDER SA | $85.83万 | 0.08% | 62,194 | -1,461 | -2.3% | -$2.02万 | 减仓 |
| GWW | WW GRAINGER INC | $85.98万 | 0.08% | 632 | -10 | -1.6% | -$1.36万 | 减仓 |
| DE | DEERE & CO | $86.40万 | 0.08% | 1,362 | -399 | -22.7% | -$25.31万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $87.40万 | 0.08% | 10,224 | 1,398 | 15.8% | $11.95万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $87.48万 | 0.08% | 11,917 | -2,061 | -14.7% | -$15.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $88.25万 | 0.08% | 2,609 | -11 | -0.4% | -$3,721 | 减仓 |
| DAL | DELTA AIR LINES INC | $89.10万 | 0.08% | 9,513 | -4 | -0.0% | -$375 | 减仓 |
| SAP | SAP SE | $89.37万 | 0.09% | 5,799 | -924 | -13.7% | -$14.24万 | 减仓 |
| NVO | NOVO-NORDISK A S | $90.85万 | 0.09% | 18,951 | 1,729 | 10.0% | $8.29万 | 加仓 |
| PGR | PROGRESSIVE CORP | $92.16万 | 0.09% | 4,219 | 387 | 10.1% | $8.45万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $94.27万 | 0.09% | 2,185 | 741 | 51.3% | $31.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $94.31万 | 0.09% | 7,465 | -101 | -1.3% | -$1.28万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.35万 | 0.09% | 5,692 | -112 | -1.9% | -$1.86万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $96.19万 | 0.09% | 10,601 | -787 | -6.9% | -$7.14万 | 减仓 |
| HDV | ISHARES TR | $96.88万 | 0.09% | 35,345 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $97.59万 | 0.09% | 10,263 | -25 | -0.2% | -$2,377 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $97.87万 | 0.09% | 17,363 | -1,004 | -5.5% | -$5.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $99.18万 | 0.09% | 5,206 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $99.64万 | 0.09% | 13,984 | 249 | 1.8% | $1.77万 | 加仓 |
| WELL | WELLTOWER INC | $100.16万 | 0.10% | 4,413 | 16 | 0.4% | $3,632 | 加仓 |
| BCS | BARCLAYS PLC | $100.89万 | 0.10% | 37,563 | -2,312 | -5.8% | -$6.21万 | 减仓 |
| NVS | NOVARTIS AG | $100.90万 | 0.10% | 6,438 | 798 | 14.1% | $12.51万 | 加仓 |
| APH | AMPHENOL CORP | $101.82万 | 0.10% | 5,775 | 549 | 10.5% | $9.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $104.07万 | 0.10% | 12,081 | 867 | 7.7% | $7.47万 | 加仓 |
| TJX | TJX COS INC NEW | $104.16万 | 0.10% | 6,875 | 2 | 0.0% | $303 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $108.27万 | 0.10% | 7,487 | -251 | -3.2% | -$3.63万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $108.92万 | 0.10% | 30,148 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $108.94万 | 0.10% | 1,133 | -42 | -3.6% | -$4.04万 | 减仓 |
| COP | CONOCOPHILLIPS | $109.10万 | 0.10% | 10,494 | 126 | 1.2% | $1.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.55万 | 0.10% | 3,614 | -29 | -0.8% | -$8,790 | 减仓 |
| MS | MORGAN STANLEY | $110.15万 | 0.10% | 5,270 | -10 | -0.2% | -$2,090 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $111.10万 | 0.11% | 2,216 | 1 | 0.0% | $501 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $115.50万 | 0.11% | 2,211 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $115.63万 | 0.11% | 15,793 | -1,486 | -8.6% | -$10.88万 | 减仓 |
| IWB | ISHARES TR | $119.94万 | 0.11% | 2,929 | -28 | -0.9% | -$1.15万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $121.67万 | 0.12% | 7,121 | 7,121 | — | $121.67万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $122.44万 | 0.12% | 4,554 | 10 | 0.2% | $2,689 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $129.75万 | 0.12% | 34,090 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $134.89万 | 0.13% | 9,962 | -666 | -6.3% | -$9.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $138.04万 | 0.13% | 8,126 | 1,687 | 26.2% | $28.66万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $138.71万 | 0.13% | 1,372 | -6 | -0.4% | -$6,066 | 减仓 |
| WFC | WELLS FARGO & CO | $147.09万 | 0.14% | 17,799 | -66 | -0.4% | -$5,454 | 减仓 |
| RTX | RTX CORPORATION | $147.89万 | 0.14% | 7,795 | -263 | -3.3% | -$4.99万 | 减仓 |
| LIN | LINDE PLC | $148.73万 | 0.14% | 2,866 | -18 | -0.6% | -$9,341 | 减仓 |
| ETN | EATON CORP PLC | $150.74万 | 0.14% | 3,538 | -115 | -3.1% | -$4.90万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $155.72万 | 0.15% | 6,783 | -16 | -0.2% | -$3,673 | 减仓 |
| GRC | GORMAN RUPP CO | $157.49万 | 0.15% | 17,167 | -2,371 | -12.1% | -$21.75万 | 减仓 |
| LOW | LOWES COS INC | $158.80万 | 0.15% | 7,202 | 4,199 | 139.8% | $92.58万 | 加仓 |
| MRK | MERCK & CO INC | $162.71万 | 0.15% | 12,662 | -492 | -3.7% | -$6.32万 | 减仓 |
| GLD | SPDR GOLD TR | $164.19万 | 0.16% | 4,457 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $164.67万 | 0.16% | 4,450 | 392 | 9.7% | $14.51万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $166.61万 | 0.16% | 56,613 | -3 | -0.0% | -$88 | 减仓 |
| ORCL | ORACLE CORP | $169.75万 | 0.16% | 11,583 | -147 | -1.3% | -$2.15万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $169.84万 | 0.16% | 1,760 | -198 | -10.1% | -$19.11万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $170.27万 | 0.16% | 54,749 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $175.73万 | 0.17% | 3,422 | 160 | 4.9% | $8.22万 | 加仓 |
| KO | COCA COLA CO | $175.90万 | 0.17% | 21,644 | 26 | 0.1% | $2,113 | 加仓 |
| KKR | KKR & CO INC | $176.28万 | 0.17% | 19,207 | 167 | 0.9% | $1.53万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $178.33万 | 0.17% | 2,792 | -409 | -12.8% | -$26.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $179.29万 | 0.17% | 9,911 | -60 | -0.6% | -$1.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $180.25万 | 0.17% | 5,286 | -475 | -8.2% | -$16.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $183.83万 | 0.18% | 4,423 | 170 | 4.0% | $7.07万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $184.23万 | 0.18% | 1,884 | 46 | 2.5% | $4.50万 | 加仓 |
| NDSN | NORDSON CORP | $188.19万 | 0.18% | 6,238 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $192.41万 | 0.18% | 10,147 | 366 | 3.7% | $6.94万 | 加仓 |
| KLAC | KLA CORP | $193.25万 | 0.18% | 6,405 | 65 | 1.0% | $1.96万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $193.83万 | 0.18% | 36,496 | 0 | 0.0% | — | 不变 |
| — | UNITED STS GASOLINE FD LP | $195.64万 | 0.19% | 19,000 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $201.53万 | 0.19% | 5,853 | -44 | -0.7% | -$1.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $202.86万 | 0.19% | 7,214 | -66 | -0.9% | -$1.86万 | 减仓 |
| GEV | GE VERNOVA INC | $212.41万 | 0.20% | 1,808 | -46 | -2.5% | -$5.40万 | 减仓 |
| TXN | TEXAS INSTRS INC | $215.55万 | 0.21% | 7,232 | 1,044 | 16.9% | $31.12万 | 加仓 |
| SNDK | SANDISK CORP | $216.69万 | 0.21% | 953 | -921 | -49.1% | -$209.41万 | 减仓 |
| QCOM | QUALCOMM INC | $219.34万 | 0.21% | 11,870 | -273 | -2.2% | -$5.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $219.98万 | 0.21% | 2,352 | -36 | -1.5% | -$3.37万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $222.60万 | 0.21% | 5,137 | 133 | 2.7% | $5.76万 | 加仓 |
| CAT | CATERPILLAR INC | $223.74万 | 0.21% | 2,101 | -424 | -16.8% | -$45.15万 | 减仓 |
| HD | HOME DEPOT INC | $229.14万 | 0.22% | 6,497 | 244 | 3.9% | $8.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $230.60万 | 0.22% | 15,725 | -340 | -2.1% | -$4.99万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $230.71万 | 0.22% | 20,206 | 20,048 | 12,688.6% | $228.91万 | 加仓 |
| FSK | FS KKR CAP CORP | $246.67万 | 0.23% | 234,924 | 234,924 | — | $246.67万 | 新建仓 |
| GE | GE AEROSPACE | $247.66万 | 0.24% | 6,627 | -92 | -1.4% | -$3.44万 | 减仓 |
| NFLX | NETFLIX INC. | $271.31万 | 0.26% | 37,999 | -1,314 | -3.3% | -$9.38万 | 减仓 |
| BAC | BANK OF AMER CORP | $283.93万 | 0.27% | 49,829 | -59 | -0.1% | -$3,362 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $302.90万 | 0.29% | 38,327 | 2,533 | 7.1% | $20.02万 | 加仓 |