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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $770 | 0.00% | 31 | -54 | -63.5% | -$1,341 | 减仓 |
| CUBE | CUBESMART | $770 | 0.00% | 21 | -24 | -53.3% | -$880 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $775 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $779 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $781 | 0.00% | 13 | 13 | — | $781 | 新建仓 |
| GEVO | GEVO INC | $792 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $795 | 0.00% | 8 | 8 | — | $795 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $815 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $815 | 0.00% | 21 | 12 | 133.3% | $466 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $818 | 0.00% | 11 | -3 | -21.4% | -$223 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $825 | 0.00% | 9 | -50 | -84.7% | -$4,583 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $836 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $849 | 0.00% | 22 | -205 | -90.3% | -$7,911 | 减仓 |
| GLIBK | GCI LIBERTY INC | $856 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $863 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY | $864 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $877 | 0.00% | 12 | -24 | -66.7% | -$1,754 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $882 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $885 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $891 | 0.00% | 162 | -2,091 | -92.8% | -$1.15万 | 减仓 |
| LAZ | LAZARD INC | $892 | 0.00% | 21 | 21 | — | $892 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $894 | 0.00% | 21 | 5 | 31.2% | $213 | 加仓 |
| CNNE | CANNAE HLDGS INC | $898 | 0.00% | 79 | 34 | 75.6% | $386 | 加仓 |
| RBRK | RUBRIK INC. | $930 | 0.00% | 19 | 19 | — | $930 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $931 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $936 | 0.00% | 4 | 4 | — | $936 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $942 | 0.00% | 38 | 38 | — | $942 | 新建仓 |
| — | AMPLIFY ETF TR | $944 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $955 | 0.00% | 29 | 9 | 45.0% | $296 | 加仓 |
| KRC | KILROY REALTY CORP | $959 | 0.00% | 34 | 34 | — | $959 | 新建仓 |
| OSPN | ONESPAN INC | $969 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $981 | 0.00% | 111 | -1,295 | -92.1% | -$1.14万 | 减仓 |
| TNET | TRINET GROUP INC | $984 | 0.00% | 27 | -181 | -87.0% | -$6,596 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $988 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $1,003 | 0.00% | 21 | 2 | 10.5% | $96 | 加仓 |
| CART | MAPLEBEAR INC | $1,011 | 0.00% | 27 | -6 | -18.2% | -$225 | 减仓 |
| MDLN | MEDLINE INC | $1,024 | 0.00% | 23 | 23 | — | $1,024 | 新建仓 |
| RPD | RAPID7 INC | $1,025 | 0.00% | 186 | -404 | -68.5% | -$2,226 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $1,027 | 0.00% | 25 | -95 | -79.2% | -$3,903 | 减仓 |
| MAT | MATTEL INC | $1,032 | 0.00% | 71 | 8 | 12.7% | $116 | 加仓 |
| GMED | GLOBUS MED INC | $1,034 | 0.00% | 12 | 8 | 200.0% | $689 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $1,053 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,059 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $1,060 | 0.00% | 74 | -242 | -76.6% | -$3,466 | 减仓 |
| HLF | HERBALIFE LTD | $1,060 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $1,074 | 0.00% | 23 | 23 | — | $1,074 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1,083 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1,084 | 0.00% | 19 | -103 | -84.4% | -$5,876 | 减仓 |
| ONON | ON HLDG AG | $1,089 | 0.00% | 32 | 23 | 255.6% | $783 | 加仓 |
| — | DOMO INC | $1,092 | 0.00% | 357 | 333 | 1,387.5% | $1,019 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1,094 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $1,100 | 0.00% | 22 | 14 | 175.0% | $700 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,105 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1,127 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $1,133 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $1,137 | 0.00% | 150 | 150 | — | $1,137 | 新建仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $1,143 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $1,152 | 0.00% | 187 | -1,691 | -90.0% | -$1.04万 | 减仓 |
| TNC | TENNANT CO | $1,195 | 0.00% | 18 | -213 | -92.2% | -$1.41万 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,198 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $1,203 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $1,208 | 0.00% | 103 | -2 | -1.9% | -$23 | 减仓 |
| — | REALPHA TECH CORP | $1,215 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $1,216 | 0.00% | 326 | -1,314 | -80.1% | -$4,901 | 减仓 |
| WEX | WEX INC | $1,224 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TROX | TRONOX HOLDINGS PLC | $1,231 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $1,243 | 0.00% | 170 | 170 | — | $1,243 | 新建仓 |
| PSN | PARSONS CORP DEL | $1,246 | 0.00% | 23 | 19 | 475.0% | $1,029 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $1,260 | 0.00% | 11 | 9 | 450.0% | $1,031 | 加仓 |
| CAE | CAE INC | $1,276 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $1,284 | 0.00% | 46 | -46 | -50.0% | -$1,284 | 减仓 |
| PTLO | PORTILLOS INC | $1,285 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $1,287 | 0.00% | 35 | 2 | 6.1% | $74 | 加仓 |
| — | CALAVO GROWERS INC | $1,290 | 0.00% | 50 | -502 | -90.9% | -$1.30万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,312 | 0.00% | 37 | 4 | 12.1% | $142 | 加仓 |
| IBB | ISHARES TR | $1,351 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,353 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1,357 | 0.00% | 117 | 63 | 116.7% | $731 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $1,359 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $1,367 | 0.00% | 602 | -4,620 | -88.5% | -$1.05万 | 减仓 |
| — | FLUSHING FINL CORP | $1,367 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,370 | 0.00% | 25 | 17 | 212.5% | $932 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,381 | 0.00% | 15 | 5 | 50.0% | $460 | 加仓 |
| CNM | CORE & MAIN INC | $1,383 | 0.00% | 28 | 3 | 12.0% | $148 | 加仓 |
| SAFE | SAFEHOLD INC | $1,394 | 0.00% | 103 | 40 | 63.5% | $541 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,406 | 0.00% | 42 | -234 | -84.8% | -$7,833 | 减仓 |
| — | LIFEVANTAGE CORP | $1,426 | 0.00% | 330 | 330 | — | $1,426 | 新建仓 |
| ITB | ISHARES TR | $1,449 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $1,450 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| LGIH | LGI HOMES INC | $1,463 | 0.00% | 37 | -892 | -96.0% | -$3.53万 | 减仓 |
| MFA | MFA FINL INC | $1,466 | 0.00% | 153 | -250 | -62.0% | -$2,395 | 减仓 |
| POST | POST HLDGS INC | $1,483 | 0.00% | 15 | 5 | 50.0% | $494 | 加仓 |
| IFRA | ISHARES TR | $1,487 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1,490 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $1,500 | 0.00% | 289 | 289 | — | $1,500 | 新建仓 |
| ERIE | ERIE INDTY CO | $1,508 | 0.00% | 6 | -1 | -14.3% | -$251 | 减仓 |
| RELL | RICHARDSON ELECTRS LTD | $1,511 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $1,515 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| KOMP | SPDR SERIES TRUST | $1,520 | 0.00% | 26 | 0 | 0.0% | — | 不变 |