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 |
|---|---|---|---|---|---|---|---|---|
| TCBI | TEXAS CAP BANCSHARES INC | $190 | 0.00% | 2 | 2 | — | $190 | 新建仓 |
| SABR | SABRE CORP | $193 | 0.00% | 133 | -11,537 | -98.9% | -$1.67万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $193 | 0.00% | 12 | -263 | -95.6% | -$4,230 | 减仓 |
| ASPN | ASPEN AEROGELS INC | $195 | 0.00% | 57 | 57 | — | $195 | 新建仓 |
| LOVE | LOVESAC COMPANY | $207 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $207 | 0.00% | 10 | 10 | — | $207 | 新建仓 |
| BDC | BELDEN INC | $230 | 0.00% | 2 | 2 | — | $230 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $233 | 0.00% | 4 | 4 | — | $233 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $235 | 0.00% | 26 | 14 | 116.7% | $127 | 加仓 |
| ALX | ALEXANDERS INC | $236 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $242 | 0.00% | 20 | -24 | -54.5% | -$290 | 减仓 |
| ACCO | ACCO BRANDS CORP | $246 | 0.00% | 82 | 82 | — | $246 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $247 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $247 | 0.00% | 26 | 26 | — | $247 | 新建仓 |
| PD | PAGERDUTY INC | $248 | 0.00% | 40 | 40 | — | $248 | 新建仓 |
| — | AURORA CANNABIS INC | $252 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $253 | 0.00% | 64 | 64 | — | $253 | 新建仓 |
| RPC | RIDGEPOST CAP INC | $254 | 0.00% | 35 | -192 | -84.6% | -$1,393 | 减仓 |
| UPST | UPSTART HLDGS INC | $257 | 0.00% | 10 | -798 | -98.8% | -$2.05万 | 减仓 |
| — | AMPLIFY ETF TR | $257 | 0.00% | 6 | 6 | — | $257 | 新建仓 |
| FIVN | FIVE9 INC | $258 | 0.00% | 17 | -99 | -85.3% | -$1,502 | 减仓 |
| — | REPOSITRAK INC | $258 | 0.00% | 34 | 34 | — | $258 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $259 | 0.00% | 48 | -4,516 | -98.9% | -$2.44万 | 减仓 |
| REMX | VANECK ETF TRUST | $264 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $265 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $268 | 0.00% | 48 | 48 | — | $268 | 新建仓 |
| ARKK | ARK ETF TR | $270 | 0.00% | 4 | 4 | — | $270 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $271 | 0.00% | 5 | 5 | — | $271 | 新建仓 |
| QUIK | QUICKLOGIC CORP | $272 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $274 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $278 | 0.00% | 21 | 21 | — | $278 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $284 | 0.00% | 11 | 11 | — | $284 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $289 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $297 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $301 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $310 | 0.00% | 19 | 11 | 137.5% | $179 | 加仓 |
| LIVN | LIVANOVA PLC | $318 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $319 | 0.00% | 1 | 1 | — | $319 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $322 | 0.00% | 9 | 3 | 50.0% | $107 | 加仓 |
| — | KRANESHARES TRUST | $323 | 0.00% | 10 | 10 | — | $323 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $338 | 0.00% | 2 | 1 | 100.0% | $169 | 加仓 |
| GATX | GATX CORP | $341 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $351 | 0.00% | 16 | -211 | -93.0% | -$4,629 | 减仓 |
| — | LIBERTY BROADBAND CORP | $352 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVCM | EVERCOMMERCE INC | $354 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $357 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $363 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $363 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $375 | 0.00% | 25 | 25 | — | $375 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $378 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $380 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | DAY ONE BIOPHARMACEUTICALS I | $407 | 0.00% | 19 | 19 | — | $407 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $412 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| PRAA | PRA GROUP INC | $420 | 0.00% | 24 | -742 | -96.9% | -$1.30万 | 减仓 |
| SNAP | SNAP INC | $446 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $455 | 0.00% | 34 | 34 | — | $455 | 新建仓 |
| TBCH | TURTLE BEACH CORP | $456 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $458 | 0.00% | 8 | 8 | — | $458 | 新建仓 |
| FSLY | FASTLY INC | $465 | 0.00% | 16 | 16 | — | $465 | 新建仓 |
| EMXC | ISHARES INC | $472 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $472 | 0.00% | 25 | 25 | — | $472 | 新建仓 |
| BRZE | BRAZE INC | $472 | 0.00% | 20 | 20 | — | $472 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $474 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $475 | 0.00% | 14 | 14 | — | $475 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $479 | 0.00% | 25 | 25 | — | $479 | 新建仓 |
| MAGN | MAGNERA CORP | $495 | 0.00% | 52 | -15 | -22.4% | -$143 | 减仓 |
| HAUZ | DBX ETF TR | $497 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $503 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | BARK INC | $507 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AMCX | AMC NETWORKS INC | $516 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $517 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $530 | 0.00% | 4 | 2 | 100.0% | $265 | 加仓 |
| TU | TELUS CORPORATION | $539 | 0.00% | 42 | -393 | -90.3% | -$5,044 | 减仓 |
| MLR | MILLER INDS INC TENN | $547 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $555 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $557 | 0.00% | 17 | 8 | 88.9% | $262 | 加仓 |
| AVTR | AVANTOR INC | $572 | 0.00% | 73 | 55 | 305.6% | $431 | 加仓 |
| BBD | BANCO BRADESCO S A | $573 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $577 | 0.00% | 53 | -3,881 | -98.7% | -$4.23万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $580 | 0.00% | 4 | 4 | — | $580 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $597 | 0.00% | 9 | 9 | — | $597 | 新建仓 |
| — | EVE HLDG INC | $613 | 0.00% | 247 | 115 | 87.1% | $285 | 加仓 |
| RLJ | RLJ LODGING TR | $616 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $617 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC | $624 | 0.00% | 66 | 66 | — | $624 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $630 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $632 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | MOLECULIN BIOTECH INC | $643 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $645 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $674 | 0.00% | 47 | 12 | 34.3% | $172 | 加仓 |
| SHOE | SHOE CARNIVAL INC | $686 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $687 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $689 | 0.00% | 17 | 17 | — | $689 | 新建仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $691 | 0.00% | 20 | 20 | — | $691 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $706 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PSFE | PAYSAFE LIMITED | $708 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $738 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $751 | 0.00% | 3 | -3 | -50.0% | -$751 | 减仓 |
| LEN/B | LENNAR CORP | $757 | 0.00% | 9 | -2 | -18.2% | -$168 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $763 | 0.00% | 39 | 14 | 56.0% | $274 | 加仓 |