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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $1,218 | 0.00% | 16 | 16 | — | $1,218 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,222 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $1,231 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $1,270 | 0.00% | 9 | 1 | 12.5% | $141 | 加仓 |
| SLGN | SILGAN HLDGS INC | $1,299 | 0.00% | 28 | 7 | 33.3% | $325 | 加仓 |
| ESTC | ELASTIC N V | $1,311 | 0.00% | 23 | 1 | 4.5% | $57 | 加仓 |
| OSPN | ONESPAN INC | $1,320 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,330 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1,330 | 0.00% | 26 | 21 | 420.0% | $1,074 | 重新持有 |
| GLOB | GLOBANT S A | $1,331 | 0.00% | 46 | -18 | -28.1% | -$521 | 减仓 |
| — | HUTCHMED CHINA LTD | $1,334 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $1,336 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $1,344 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1,346 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| INR | INFINITY NAT RES INC | $1,359 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $1,359 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $1,374 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $1,384 | 0.00% | 228 | -1,523 | -87.0% | -$9,245 | 减仓 |
| KRC | KILROY REALTY CORP | $1,386 | 0.00% | 37 | 3 | 8.8% | $112 | 加仓 |
| ICLR | ICON PUB LTD CO | $1,390 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $1,409 | 0.00% | 354 | 354 | — | $1,409 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,434 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $1,443 | 0.00% | 46 | -26 | -36.1% | -$816 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $1,445 | 0.00% | 74 | 74 | — | $1,445 | 新建仓 |
| SYM | SYMBOTIC INC | $1,483 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $1,483 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,484 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,501 | 0.00% | 21 | -10 | -32.3% | -$715 | 减仓 |
| AVTR | AVANTOR INC | $1,505 | 0.00% | 152 | 79 | 108.2% | $782 | 加仓 |
| ASPI | ASP ISOTOPES INC | $1,505 | 0.00% | 242 | 242 | — | $1,505 | 新建仓 |
| SAFE | SAFEHOLD INC | $1,507 | 0.00% | 96 | -7 | -6.8% | -$110 | 减仓 |
| IBB | ISHARES TR | $1,522 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $1,533 | 0.00% | 145 | 103 | 245.2% | $1,089 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,546 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $1,552 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $1,554 | 0.00% | 21 | -381 | -94.8% | -$2.82万 | 减仓 |
| CAE | CAE INC | $1,554 | 0.00% | 62 | 13 | 26.5% | $326 | 加仓 |
| NVRI | ENVIRI CORP | $1,558 | 0.00% | 71 | 71 | — | $1,558 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS | $1,563 | 0.00% | 223 | -772 | -77.6% | -$5,411 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,571 | 0.00% | 99 | -480 | -82.9% | -$7,617 | 重新持有 |
| GPRE | GREEN PLAINS INC | $1,584 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC | $1,598 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $1,602 | 0.00% | 208 | -192 | -48.0% | -$1,479 | 减仓 |
| MATV | MATIV HOLDINGS INC | $1,605 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $1,617 | 0.00% | 75 | 52 | 226.1% | $1,121 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $1,622 | 0.00% | 32 | -14 | -30.4% | -$710 | 减仓 |
| FCN | FTI CONSULTING INC | $1,639 | 0.00% | 11 | -17 | -60.7% | -$2,533 | 减仓 |
| IFRA | ISHARES TR | $1,639 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1,641 | 0.00% | 34 | 6 | 21.4% | $290 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,663 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1,670 | 0.00% | 33 | 33 | — | $1,670 | 新建仓 |
| ITB | ISHARES TR | $1,672 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $1,707 | 0.00% | 28 | 20 | 250.0% | $1,219 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,721 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1,725 | 0.00% | 134 | 6 | 4.7% | $77 | 加仓 |
| GMED | GLOBUS MED INC | $1,738 | 0.00% | 22 | 10 | 83.3% | $790 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,765 | 0.00% | 127 | 127 | — | $1,765 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $1,789 | 0.00% | 31 | -57 | -64.8% | -$3,289 | 减仓 |
| — | 1 800 FLOWERS COM INC | $1,796 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $1,799 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KOMP | SPDR SERIES TRUST | $1,859 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $1,859 | 0.00% | 121 | 121 | — | $1,859 | 新建仓 |
| QXO | QXO INC | $1,884 | 0.00% | 109 | 27 | 32.9% | $467 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $1,930 | 0.00% | 843 | 669 | 384.5% | $1,532 | 加仓 |
| FLOT | ISHARES TR | $1,940 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1,942 | 0.00% | 22 | 7 | 46.7% | $618 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,944 | 0.00% | 58 | 12 | 26.1% | $402 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $1,954 | 0.00% | 240 | -3,172 | -93.0% | -$2.58万 | 减仓 |
| VTMX | VESTA REAL ESTATE CORP | $1,956 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1,957 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1,964 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,982 | 0.00% | 38 | 27 | 245.5% | $1,408 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,987 | 0.00% | 51 | -41 | -44.6% | -$1,597 | 减仓 |
| INTA | INTAPP INC | $1,992 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1,993 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $1,997 | 0.00% | 60 | 53 | 757.1% | $1,764 | 加仓 |
| CBT | CABOT CORP | $1,998 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EWM | ISHARES INC | $2,021 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | OFS CREDIT COMPANY INC | $2,022 | 0.00% | 790 | -172 | -17.9% | -$440 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,027 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2,046 | 0.00% | 21 | -14 | -40.0% | -$1,364 | 减仓 |
| WCLD | WISDOMTREE TR | $2,052 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | LIFEVANTAGE CORP | $2,059 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $2,072 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $2,086 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $2,093 | 0.00% | 21 | -37 | -63.8% | -$3,688 | 减仓 |
| TNC | TENNANT CO | $2,101 | 0.00% | 24 | 6 | 33.3% | $525 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $2,103 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC | $2,124 | 0.00% | 68 | -1,001 | -93.6% | -$3.13万 | 减仓 |
| ROOT | ROOT INC | $2,125 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,127 | 0.00% | 33 | -8 | -19.5% | -$516 | 减仓 |
| SON | SONOCO PRODS CO | $2,141 | 0.00% | 38 | -57 | -60.0% | -$3,212 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2,149 | 0.00% | 49 | -142 | -74.3% | -$6,228 | 减仓 |
| — | COHEN & STEERS SELECT PFD & | $2,194 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $2,207 | 0.00% | 36 | 7 | 24.1% | $429 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $2,216 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2,221 | 0.00% | 165 | -3,198 | -95.1% | -$4.30万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $2,232 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $2,252 | 0.00% | 48 | -41 | -46.1% | -$1,924 | 减仓 |
| TREX | TREX INC | $2,252 | 0.00% | 45 | 0 | 0.0% | — | 不变 |