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 |
|---|---|---|---|---|---|---|---|---|
| MSGE | MADISON SQUARE GARDEN ENTMT | $1,532 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $1,544 | 0.00% | 94 | -541 | -85.2% | -$8,886 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,558 | 0.00% | 17 | 3 | 21.4% | $275 | 加仓 |
| — | 1 800 FLOWERS COM INC | $1,569 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $1,581 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1,592 | 0.00% | 82 | 82 | — | $1,592 | 新建仓 |
| VMI | VALMONT INDS INC | $1,598 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $1,620 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $1,639 | 0.00% | 45 | -2 | -4.3% | -$73 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,651 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED | $1,657 | 0.00% | 427 | -389 | -47.7% | -$1,510 | 减仓 |
| CBT | CABOT CORP | $1,657 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $1,660 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $1,670 | 0.00% | 15 | -3 | -16.7% | -$334 | 减仓 |
| ROOT | ROOT INC | $1,678 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $1,678 | 0.00% | 29 | 15 | 107.1% | $868 | 加仓 |
| EEMV | ISHARES INC | $1,683 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $1,694 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1,699 | 0.00% | 100 | 64 | 177.8% | $1,087 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,707 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1,732 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $1,738 | 0.00% | 1,073 | -3,998 | -78.8% | -$6,476 | 减仓 |
| CUZ | COUSINS PPTYS INC | $1,738 | 0.00% | 77 | -31 | -28.7% | -$700 | 减仓 |
| INVH | INVITATION HOMES INC | $1,740 | 0.00% | 70 | -161 | -69.7% | -$4,002 | 减仓 |
| WCLD | WISDOMTREE TR | $1,748 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1,756 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $1,763 | 0.00% | 153 | 151 | 7,550.0% | $1,740 | 加仓 |
| MOV | MOVADO GROUP INC | $1,783 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $1,794 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $1,841 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $1,844 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1,849 | 0.00% | 50 | 28 | 127.3% | $1,035 | 加仓 |
| — | HUTCHMED CHINA LTD | $1,855 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $1,881 | 0.00% | 11 | 2 | 22.2% | $342 | 加仓 |
| INR | INFINITY NAT RES INC | $1,884 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1,892 | 0.00% | 16 | 10 | 166.7% | $1,182 | 加仓 |
| VTMX | VESTA REAL ESTATE CORP | $1,900 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $1,905 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $1,918 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC | $1,927 | 0.00% | 114 | -262 | -69.7% | -$4,429 | 减仓 |
| FLOT | ISHARES TR | $1,936 | 0.00% | 38 | 38 | — | $1,936 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,955 | 0.00% | 62 | 5 | 8.8% | $158 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,961 | 0.00% | 31 | 7 | 29.2% | $443 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,961 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $1,964 | 0.00% | 30 | -23 | -43.4% | -$1,506 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1,989 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ATHM | AUTOHOME INC | $1,998 | 0.00% | 115 | 62 | 117.0% | $1,077 | 加仓 |
| INTA | INTAPP INC | $2,030 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $2,042 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $2,060 | 0.00% | 157 | 157 | — | $2,060 | 新建仓 |
| PATH | UIPATH INC | $2,087 | 0.00% | 188 | 60 | 46.9% | $666 | 加仓 |
| BSY | BENTLEY SYS INC | $2,107 | 0.00% | 60 | 8 | 15.4% | $281 | 加仓 |
| OSCR | OSCAR HEALTH INC | $2,110 | 0.00% | 184 | -80 | -30.3% | -$917 | 减仓 |
| — | COHEN & STEERS SELECT PFD & | $2,114 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| EWM | ISHARES INC | $2,131 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $2,145 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $2,156 | 0.00% | 161 | -126 | -43.9% | -$1,687 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $2,188 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $2,192 | 0.00% | 20 | -21 | -51.2% | -$2,302 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $2,199 | 0.00% | 158 | -428 | -73.0% | -$5,957 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2,203 | 0.00% | 104 | -1,213 | -92.1% | -$2.57万 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $2,207 | 0.00% | 83 | -441 | -84.2% | -$1.17万 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $2,234 | 0.00% | 1,732 | 1,519 | 713.1% | $1,959 | 加仓 |
| MBC | MASTERBRAND INC | $2,244 | 0.00% | 270 | -4,611 | -94.5% | -$3.83万 | 减仓 |
| WBTN | WEBTOON ENTMT INC | $2,252 | 0.00% | 245 | 245 | — | $2,252 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $2,276 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2,279 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,291 | 0.00% | 130 | -20 | -13.3% | -$352 | 减仓 |
| BCH | BANCO DE CHILE | $2,296 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,311 | 0.00% | 62 | -103 | -62.4% | -$3,839 | 减仓 |
| FLO | FLOWERS FOODS INC | $2,315 | 0.00% | 284 | -812 | -74.1% | -$6,619 | 减仓 |
| MTG | MGIC INVT CORP WIS | $2,336 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $2,385 | 0.00% | 46 | 14 | 43.8% | $726 | 加仓 |
| DCTH | DELCATH SYS INC | $2,422 | 0.00% | 261 | 261 | — | $2,422 | 新建仓 |
| LADR | LADDER CAP CORP | $2,443 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $2,443 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $2,450 | 0.00% | 10 | 7 | 233.3% | $1,715 | 加仓 |
| HYLB | DBX ETF TR | $2,459 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $2,472 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $2,480 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2,497 | 0.00% | 74 | 9 | 13.8% | $304 | 加仓 |
| SUI | SUN CMNTYS INC | $2,519 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,537 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $2,547 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,559 | 0.00% | 41 | 8 | 24.2% | $499 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $2,594 | 0.00% | 38 | -370 | -90.7% | -$2.53万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $2,597 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $2,602 | 0.00% | 89 | -266 | -74.9% | -$7,777 | 减仓 |
| CMCL | CALEDONIA MNG CORP | $2,620 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $2,623 | 0.00% | 18 | -262 | -93.6% | -$3.82万 | 减仓 |
| CNXC | CONCENTRIX CORP | $2,627 | 0.00% | 96 | 82 | 585.7% | $2,244 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $2,639 | 0.00% | 67 | 67 | — | $2,639 | 新建仓 |
| FVCB | FVCBANKCORP INC | $2,643 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC | $2,658 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| EH | EHANG HLDGS LTD | $2,661 | 0.00% | 274 | 274 | — | $2,661 | 新建仓 |
| — | CANTALOUPE INC | $2,692 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| FWD | AB ACTIVE ETFS INC | $2,714 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC | $2,718 | 0.00% | 604 | -6,916 | -92.0% | -$3.11万 | 减仓 |
| NIO | NIO INC | $2,720 | 0.00% | 451 | -1,485 | -76.7% | -$8,956 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $2,730 | 0.00% | 144 | 144 | — | $2,730 | 新建仓 |