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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $493 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | BARK INC | $499 | 0.00% | 50 | 50 | — | $499 | 新建仓 |
| MIDD | MIDDLEBY CORP | $516 | 0.00% | 3 | -1 | -25.0% | -$172 | 减仓 |
| TIC | TIC SOLUTIONS INC | $518 | 0.00% | 64 | -755 | -92.2% | -$6,111 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $522 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $545 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| TBCH | TURTLE BEACH CORP | $560 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $566 | 0.00% | 48 | 48 | — | $566 | 新建仓 |
| ONON | ON HLDG AG | $567 | 0.00% | 16 | -16 | -50.0% | -$567 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $573 | 0.00% | 54 | -63 | -53.8% | -$668 | 减仓 |
| YEXT | YEXT INC | $574 | 0.00% | 123 | -4,974 | -97.6% | -$2.32万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $579 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $580 | 0.00% | 158 | -3,006 | -95.0% | -$1.10万 | 减仓 |
| JBS | JBS N.V. | $593 | 0.00% | 50 | -14,385 | -99.7% | -$17.06万 | 减仓 |
| SHLD | GLOBAL X FDS | $597 | 0.00% | 10 | 10 | — | $597 | 新建仓 |
| FUBO | FUBOTV INC | $607 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $608 | 0.00% | 15 | -2 | -11.8% | -$81 | 减仓 |
| MLR | MILLER INDS INC TENN | $614 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $614 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $619 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | EVE HLDG INC | $620 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| PLGO | PELAGOS INS CAP LTD | $633 | 0.00% | 26 | 26 | — | $633 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $645 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STA GROUP INC | $653 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $654 | 0.00% | 77 | -3,067 | -97.6% | -$2.60万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $655 | 0.00% | 13 | 13 | — | $655 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $656 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $670 | 0.00% | 17 | -65 | -79.3% | -$2,562 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $690 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $696 | 0.00% | 11 | 11 | — | $696 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $723 | 0.00% | 24 | -173 | -87.8% | -$5,212 | 减仓 |
| GTX | GARRETT MOTION INC | $725 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $731 | 0.00% | 41 | 41 | — | $731 | 新建仓 |
| LINE | LINEAGE INC | $735 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC | $758 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $761 | 0.00% | 70 | -118 | -62.8% | -$1,283 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $773 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $776 | 0.00% | 18 | 18 | — | $776 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $777 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $785 | 0.00% | 59 | 59 | — | $785 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $794 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $810 | 0.00% | 4 | 1 | 33.3% | $202 | 加仓 |
| IDT | IDT CORP | $814 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $818 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $821 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $822 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $823 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $834 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $835 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| JACK | JACK IN THE BOX INC | $838 | 0.00% | 53 | -613 | -92.0% | -$9,692 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $846 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $853 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $859 | 0.00% | 6 | 4 | 200.0% | $573 | 重新持有 |
| HLNE | HAMILTON LANE INC | $867 | 0.00% | 11 | 3 | 37.5% | $236 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $868 | 0.00% | 9 | 9 | — | $868 | 新建仓 |
| CRWV | COREWEAVE INC | $896 | 0.00% | 9 | 9 | — | $896 | 新建仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $904 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $917 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $923 | 0.00% | 51 | 51 | — | $923 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $924 | 0.00% | 16 | -45 | -73.8% | -$2,599 | 减仓 |
| NVCR | NOVOCURE LTD | $939 | 0.00% | 62 | -71 | -53.4% | -$1,075 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $939 | 0.00% | 8 | -3 | -27.3% | -$352 | 减仓 |
| HLF | HERBALIFE LTD | $947 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $952 | 0.00% | 11 | 2 | 22.2% | $173 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $955 | 0.00% | 185 | -6,685 | -97.3% | -$3.45万 | 减仓 |
| VNT | VONTIER CORPORATION | $957 | 0.00% | 33 | -4 | -10.8% | -$116 | 减仓 |
| — | LIBERTY CAP CORP | $964 | 0.00% | 44 | 43 | 4,300.0% | $942 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $969 | 0.00% | 6 | 6 | — | $969 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $975 | 0.00% | 54 | 54 | — | $975 | 新建仓 |
| AS | AMER SPORTS INC | $981 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RLJ | RLJ LODGING TR | $984 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $987 | 0.00% | 36 | 36 | — | $987 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $999 | 0.00% | 13 | -2 | -13.3% | -$154 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,000 | 0.00% | 20 | -58 | -74.4% | -$2,900 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,008 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $1,056 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HYFI | AB ACTIVE ETFS INC | $1,058 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,059 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $1,076 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $1,100 | 0.00% | 21 | -2 | -8.7% | -$105 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1,106 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,124 | 0.00% | 81 | 10 | 14.1% | $139 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,139 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1,144 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE | $1,147 | 0.00% | 36 | 36 | — | $1,147 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,155 | 0.00% | 105 | 2 | 1.9% | $22 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,160 | 0.00% | 22 | 22 | — | $1,160 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $1,164 | 0.00% | 76 | -14 | -15.6% | -$214 | 减仓 |
| BSY | BENTLEY SYS INC | $1,166 | 0.00% | 39 | -21 | -35.0% | -$628 | 减仓 |
| PEGA | PEGASYSTEMS INC | $1,169 | 0.00% | 39 | 18 | 85.7% | $540 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,176 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $1,186 | 0.00% | 34 | -429 | -92.7% | -$1.50万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $1,190 | 0.00% | 10 | 2 | 25.0% | $238 | 加仓 |
| SOBO | SOUTH BOW CORP | $1,198 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,204 | 0.00% | 15 | -4 | -21.1% | -$321 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,208 | 0.00% | 33 | 33 | — | $1,208 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $1,214 | 0.00% | 562 | -2,875 | -83.6% | -$6,210 | 减仓 |
| ATHM | AUTOHOME INC | $1,218 | 0.00% | 64 | -51 | -44.3% | -$971 | 减仓 |