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 |
|---|---|---|---|---|---|---|---|---|
| CRCL | CIRCLE INTERNET GROUP INC | $2,255 | 0.00% | 36 | -24 | -40.0% | -$1,503 | 减仓 |
| MBB | ISHARES TR | $2,268 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $2,268 | 0.00% | 136 | 36 | 36.0% | $600 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $2,281 | 0.00% | 213 | 213 | — | $2,281 | 新建仓 |
| NIO | NIO INC | $2,282 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $2,282 | 0.00% | 64 | -14 | -17.9% | -$499 | 减仓 |
| MZTI | MARZETTI COMPANY | $2,283 | 0.00% | 20 | -287 | -93.5% | -$3.28万 | 减仓 |
| YELP | YELP INC | $2,305 | 0.00% | 94 | -2,547 | -96.4% | -$6.25万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $2,308 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $2,340 | 0.00% | 100 | -153 | -60.5% | -$3,580 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $2,365 | 0.00% | 16 | 1 | 6.7% | $148 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $2,369 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2,371 | 0.00% | 54 | 4 | 8.0% | $176 | 加仓 |
| SUI | SUN CMNTYS INC | $2,398 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,405 | 0.00% | 94 | 18 | 23.7% | $461 | 重新持有 |
| CROX | CROCS INC | $2,413 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER HIGH YIELD ST FD I | $2,421 | 0.00% | 388 | 388 | — | $2,421 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $2,434 | 0.00% | 136 | -193 | -58.7% | -$3,454 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,449 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BCH | BANCO DE CHILE | $2,465 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2,468 | 0.00% | 119 | -899 | -88.3% | -$1.86万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $2,474 | 0.00% | 582 | -639 | -52.3% | -$2,716 | 减仓 |
| HYLB | DBX ETF TR | $2,483 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $2,486 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| — | PLDT INC | $2,488 | 0.00% | 142 | -250 | -63.8% | -$4,380 | 减仓 |
| LADR | LADDER CAP CORP | $2,488 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| INTR | INTER & CO INC | $2,498 | 0.00% | 460 | -115 | -20.0% | -$624 | 减仓 |
| KODK | EASTMAN KODAK CO | $2,535 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $2,546 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,553 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,587 | 0.00% | 93 | -47 | -33.6% | -$1,307 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $2,590 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $2,617 | 0.00% | 25 | 25 | — | $2,617 | 新建仓 |
| RELL | RICHARDSON ELECTRS LTD | $2,623 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED | $2,624 | 0.00% | 239 | 239 | — | $2,624 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $2,629 | 0.00% | 36 | -18 | -33.3% | -$1,314 | 减仓 |
| ARKF | ARK ETF TR | $2,644 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $2,670 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $2,697 | 0.00% | 15 | -1 | -6.2% | -$180 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $2,706 | 0.00% | 117 | -45 | -27.8% | -$1,041 | 减仓 |
| TRU | TRANSUNION | $2,741 | 0.00% | 38 | -55 | -59.1% | -$3,967 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $2,744 | 0.00% | 95 | -315 | -76.8% | -$9,099 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $2,749 | 0.00% | 105 | -84 | -44.4% | -$2,199 | 减仓 |
| OSK | OSHKOSH CORP | $2,763 | 0.00% | 18 | -4 | -18.2% | -$614 | 减仓 |
| KD | KYNDRYL HLDGS INC | $2,805 | 0.00% | 248 | -14 | -5.3% | -$158 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $2,810 | 0.00% | 225 | 225 | — | $2,810 | 新建仓 |
| FMC | FMC CORP | $2,818 | 0.00% | 245 | -3,303 | -93.1% | -$3.80万 | 减仓 |
| USFR | WISDOMTREE TR | $2,820 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $2,845 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MOV | MOVADO GROUP INC | $2,870 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $2,894 | 0.00% | 178 | -141 | -44.2% | -$2,292 | 减仓 |
| GAP | GAP INC | $2,895 | 0.00% | 155 | -18 | -10.4% | -$336 | 减仓 |
| CR | CRANE COMPANY | $2,900 | 0.00% | 13 | 2 | 18.2% | $446 | 加仓 |
| — | OCCIDENTAL PETE CORP | $2,956 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $2,975 | 0.00% | 323 | -6 | -1.8% | -$55 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $3,011 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $3,020 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $3,040 | 0.00% | 49 | -76 | -60.8% | -$4,715 | 减仓 |
| TIMB | TIM S A | $3,042 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FVCB | FVCBANKCORP INC | $3,045 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $3,047 | 0.00% | 138 | -140 | -50.4% | -$3,091 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $3,072 | 0.00% | 276 | 123 | 80.4% | $1,369 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,073 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $3,090 | 0.00% | 34 | 34 | — | $3,090 | 新建仓 |
| IJJ | ISHARES TR | $3,102 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $3,102 | 0.00% | 110 | 21 | 23.6% | $592 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $3,125 | 0.00% | 231 | -323 | -58.3% | -$4,370 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3,133 | 0.00% | 46 | -21 | -31.3% | -$1,430 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $3,146 | 0.00% | 222 | -313 | -58.5% | -$4,436 | 减仓 |
| VDC | VANGUARD WORLD FD | $3,157 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $3,160 | 0.00% | 65 | -82 | -55.8% | -$3,986 | 减仓 |
| CART | MAPLEBEAR INC | $3,172 | 0.00% | 67 | 40 | 148.1% | $1,894 | 加仓 |
| TTEK | TETRA TECH INC NEW | $3,178 | 0.00% | 110 | -17 | -13.4% | -$491 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3,212 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $3,251 | 0.00% | 131 | -36 | -21.6% | -$893 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,254 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $3,281 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $3,286 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $3,289 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $3,328 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $3,332 | 0.00% | 49 | 33 | 206.2% | $2,244 | 加仓 |
| — | AXIA ENERGIA SA | $3,397 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3,398 | 0.00% | 56 | 21 | 60.0% | $1,274 | 加仓 |
| PVH | PVH CORPORATION | $3,416 | 0.00% | 46 | 2 | 4.5% | $149 | 加仓 |
| ACM | AECOM | $3,420 | 0.00% | 49 | -14 | -22.2% | -$977 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $3,460 | 0.00% | 111 | 28 | 33.7% | $873 | 加仓 |
| VMI | VALMONT INDS INC | $3,466 | 0.00% | 6 | 2 | 50.0% | $1,155 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,500 | 0.00% | 111 | 15 | 15.6% | $473 | 加仓 |
| DTM | DT MIDSTREAM INC | $3,522 | 0.00% | 24 | 3 | 14.3% | $440 | 加仓 |
| GGG | GRACO INC | $3,554 | 0.00% | 47 | -42 | -47.2% | -$3,176 | 减仓 |
| INVH | INVITATION HOMES INC | $3,625 | 0.00% | 120 | 50 | 71.4% | $1,510 | 加仓 |
| CNNE | CANNAE HLDGS INC | $3,658 | 0.00% | 254 | 175 | 221.5% | $2,520 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $3,703 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,715 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3,789 | 0.00% | 45 | -2,104 | -97.9% | -$17.72万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $3,806 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $3,814 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| LGIH | LGI HOMES INC | $3,821 | 0.00% | 60 | 23 | 62.2% | $1,465 | 加仓 |
| ERIE | ERIE INDTY CO | $3,836 | 0.00% | 16 | 10 | 166.7% | $2,398 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $3,840 | 0.00% | 263 | 0 | 0.0% | — | 不变 |