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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $304.96万 | 0.29% | 12,008 | -280 | -2.3% | -$7.11万 | 减仓 |
| QQQ | INVESCO QQQ TR | $306.80万 | 0.29% | 4,166 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $320.89万 | 0.31% | 23,471 | 270 | 1.2% | $3.69万 | 加仓 |
| ABBV | ABBVIE INC | $345.73万 | 0.33% | 13,739 | 22 | 0.2% | $5,536 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $367.67万 | 0.35% | 17,280 | 1,104 | 6.8% | $23.49万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $376.90万 | 0.36% | 45,997 | 510 | 1.1% | $4.18万 | 加仓 |
| ASML | ASML HLDG NV | $382.77万 | 0.36% | 1,924 | 29 | 1.5% | $5.77万 | 加仓 |
| V | VISA INC | $387.07万 | 0.37% | 11,282 | 315 | 2.9% | $10.81万 | 加仓 |
| AGG | ISHARES TR | $401.55万 | 0.38% | 40,569 | 1,000 | 2.5% | $9.90万 | 加仓 |
| WMT | WALMART INC | $405.77万 | 0.39% | 35,826 | 361 | 1.0% | $4.09万 | 加仓 |
| MCD | MCDONALDS CORP | $421.09万 | 0.40% | 15,578 | 2,769 | 21.6% | $74.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $435.40万 | 0.41% | 3,772 | 113 | 3.1% | $13.04万 | 加仓 |
| CSCO | CISCO SYS INC | $456.41万 | 0.43% | 38,857 | -1,376 | -3.4% | -$16.16万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $461.83万 | 0.44% | 243,967 | 10,052 | 4.3% | $19.03万 | 加仓 |
| AMAT | APPLIED MATLS INC | $469.73万 | 0.45% | 6,497 | 1 | 0.0% | $723 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $491.75万 | 0.47% | 10,297 | 11 | 0.1% | $5,253 | 加仓 |
| NKE | NIKE INC | $493.66万 | 0.47% | 120,259 | 66,561 | 124.0% | $273.23万 | 加仓 |
| LLY | ELI LILLY & CO | $506.70万 | 0.48% | 4,225 | 11 | 0.3% | $1.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $517.98万 | 0.49% | 10,352 | 387 | 3.9% | $19.36万 | 加仓 |
| INTC | INTEL CORP | $528.32万 | 0.50% | 37,837 | -1,974 | -5.0% | -$27.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $538.47万 | 0.51% | 9,270 | -738 | -7.4% | -$42.87万 | 减仓 |
| IJR | ISHARES TR | $562.64万 | 0.54% | 37,937 | -264 | -0.7% | -$3.92万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $570.97万 | 0.54% | 110,268 | -1,402 | -1.3% | -$7.26万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $584.36万 | 0.56% | 126,774 | 7,996 | 6.7% | $36.86万 | 加仓 |
| GOOG | ALPHABET INC | $624.44万 | 0.59% | 17,673 | 323 | 1.9% | $11.41万 | 加仓 |
| IWF | ISHARES TR | $625.00万 | 0.60% | 50,334 | 2,082 | 4.3% | $25.85万 | 加仓 |
| IWM | ISHARES TR | $640.54万 | 0.61% | 21,319 | 4,673 | 28.1% | $140.40万 | 加仓 |
| IVV | ISHARES TR | $650.79万 | 0.62% | 8,690 | -36 | -0.4% | -$2.70万 | 减仓 |
| META | META PLATFORMS INC | $716.11万 | 0.68% | 12,713 | -2,329 | -15.5% | -$131.19万 | 减仓 |
| AVGO | BROADCOM INC | $840.38万 | 0.80% | 22,247 | -968 | -4.2% | -$36.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $847.73万 | 0.81% | 25,898 | -181 | -0.7% | -$5.92万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $859.56万 | 0.82% | 197,600 | 3,029 | 1.6% | $13.18万 | 加仓 |
| IWD | ISHARES TR | $879.88万 | 0.84% | 36,294 | 2,745 | 8.2% | $66.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $888.93万 | 0.85% | 11,904 | 556 | 4.9% | $41.52万 | 加仓 |
| TSLA | TESLA INC | $889.06万 | 0.85% | 21,138 | 361 | 1.7% | $15.18万 | 加仓 |
| EFG | ISHARES TR | $906.72万 | 0.86% | 72,876 | 3,015 | 4.3% | $37.51万 | 加仓 |
| EFA | ISHARES TR | $911.39万 | 0.87% | 87,735 | 14,053 | 19.1% | $145.98万 | 加仓 |
| — | SSGA ACTIVE TR | $966.49万 | 0.92% | 226,324 | 6,071 | 2.8% | $25.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1,167.80万 | 1.11% | 32,678 | 926 | 2.9% | $33.09万 | 加仓 |
| AMZN | AMAZON COM INC | $1,254.00万 | 1.19% | 52,614 | -1,704 | -3.1% | -$40.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,321.97万 | 1.26% | 35,440 | -1,031 | -2.8% | -$38.46万 | 减仓 |
| EEM | ISHARES TR | $1,364.79万 | 1.30% | 199,501 | 3,766 | 1.9% | $25.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,483.88万 | 1.41% | 168,853 | 2,130 | 1.3% | $18.72万 | 加仓 |
| EFV | ISHARES TR | $1,496.62万 | 1.43% | 195,509 | 6,516 | 3.4% | $49.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,259.95万 | 2.15% | 189,928 | -4,477 | -2.3% | -$53.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,262.30万 | 2.15% | 113,064 | -7,757 | -6.4% | -$155.21万 | 减仓 |
| AAPL | APPLE INC | $2,599.71万 | 2.48% | 89,844 | -2,221 | -2.4% | -$64.27万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2,661.58万 | 2.54% | 1,042,937 | 84,914 | 8.9% | $216.70万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,809.94万 | 3.63% | 626,738 | 6,635 | 1.1% | $40.33万 | 加仓 |
| ET | ENERGY TRANSFER L P | $4,105.00万 | 3.91% | 2,146,965 | -927,632 | -30.2% | -$1,773.63万 | 减仓 |
| FLTR | VANECK ETF TRUST | $8,076.44万 | 7.69% | 3,153,628 | -865,790 | -21.5% | -$2,217.29万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1.11亿 | 10.55% | 1,920,706 | 49,667 | 2.7% | $286.43万 | 加仓 |