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 |
|---|---|---|---|---|---|---|---|---|
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2,731 | 0.00% | 35 | -2 | -5.4% | -$156 | 减仓 |
| ALV | AUTOLIV INC | $2,734 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $2,745 | 0.00% | 98 | -297 | -75.2% | -$8,319 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2,765 | 0.00% | 96 | 32 | 50.0% | $922 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2,769 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | OFS CREDIT COMPANY INC | $2,780 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $2,783 | 0.00% | 21 | -316 | -93.8% | -$4.19万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $2,811 | 0.00% | 582 | -422 | -42.0% | -$2,038 | 减仓 |
| USFR | WISDOMTREE TR | $2,819 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2,828 | 0.00% | 135 | -9 | -6.2% | -$189 | 减仓 |
| DTM | DT MIDSTREAM INC | $2,828 | 0.00% | 21 | 1 | 5.0% | $135 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $2,843 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $2,847 | 0.00% | 34 | 32 | 1,600.0% | $2,680 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,883 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,930 | 0.00% | 196 | -488 | -71.3% | -$7,295 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $2,936 | 0.00% | 66 | 16 | 32.0% | $712 | 加仓 |
| FWRD | FORWARD AIR CORP | $2,941 | 0.00% | 176 | -441 | -71.5% | -$7,369 | 减仓 |
| GLOB | GLOBANT S A | $2,951 | 0.00% | 64 | 15 | 30.6% | $692 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $2,964 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $2,970 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $2,980 | 0.00% | 72 | 69 | 2,300.0% | $2,856 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,997 | 0.00% | 59 | -259 | -81.4% | -$1.32万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $3,001 | 0.00% | 61 | -15 | -19.7% | -$738 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $3,025 | 0.00% | 162 | 58 | 55.8% | $1,083 | 加仓 |
| PVH | PVH CORPORATION | $3,069 | 0.00% | 44 | -30 | -40.5% | -$2,092 | 减仓 |
| BLSH | BULLISH | $3,073 | 0.00% | 86 | 86 | — | $3,073 | 新建仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $3,080 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $3,088 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $3,098 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $3,102 | 0.00% | 140 | 33 | 30.8% | $731 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $3,118 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $3,136 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,143 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3,144 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3,151 | 0.00% | 130 | -175 | -57.4% | -$4,242 | 减仓 |
| UTZ | UTZ BRANDS INC | $3,168 | 0.00% | 400 | 400 | — | $3,168 | 新建仓 |
| AEE | AMEREN CORP | $3,188 | 0.00% | 29 | 6 | 26.1% | $660 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $3,219 | 0.00% | 78 | 71 | 1,014.3% | $2,930 | 加仓 |
| — | AMERICAN WOODMARK CORP | $3,226 | 0.00% | 81 | -744 | -90.2% | -$2.96万 | 减仓 |
| OSK | OSHKOSH CORP | $3,239 | 0.00% | 22 | 4 | 22.2% | $589 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $3,240 | 0.00% | 110 | -181 | -62.2% | -$5,331 | 减仓 |
| TTC | TORO CO | $3,270 | 0.00% | 35 | 14 | 66.7% | $1,308 | 加仓 |
| WD | WALKER & DUNLOP INC | $3,284 | 0.00% | 74 | -656 | -89.9% | -$2.91万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,322 | 0.00% | 35 | 14 | 66.7% | $1,329 | 加仓 |
| WNC | WABASH NATL CORP | $3,336 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $3,359 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $3,397 | 0.00% | 90 | 70 | 350.0% | $2,642 | 加仓 |
| RGEN | REPLIGEN CORP | $3,417 | 0.00% | 29 | -2 | -6.5% | -$236 | 减仓 |
| KD | KYNDRYL HLDGS INC | $3,437 | 0.00% | 262 | 70 | 36.5% | $918 | 加仓 |
| EPR | EPR PPTYS | $3,447 | 0.00% | 69 | 18 | 35.3% | $899 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $3,474 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| TWI | TITAN INTL INC ILL | $3,510 | 0.00% | 508 | 218 | 75.2% | $1,506 | 加仓 |
| — | CENTRAIS ELET BRAS SA | $3,516 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $3,524 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $3,544 | 0.00% | 784 | 59 | 8.1% | $267 | 加仓 |
| EWJ | ISHARES INC | $3,546 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $3,571 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,577 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SVCS INC | $3,577 | 0.00% | 117 | 50 | 74.6% | $1,529 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $3,580 | 0.00% | 189 | -819 | -81.2% | -$1.55万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $3,622 | 0.00% | 344 | 318 | 1,223.1% | $3,348 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $3,624 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $3,628 | 0.00% | 54 | 49 | 980.0% | $3,292 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $3,632 | 0.00% | 50 | 12 | 31.6% | $872 | 加仓 |
| FIVE | FIVE BELOW INC | $3,656 | 0.00% | 16 | -387 | -96.0% | -$8.84万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $3,657 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $3,667 | 0.00% | 261 | 110 | 72.8% | $1,545 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3,672 | 0.00% | 1,196 | 1,029 | 616.2% | $3,159 | 加仓 |
| TOST | TOAST INC | $3,711 | 0.00% | 140 | -15 | -9.7% | -$398 | 减仓 |
| BOKF | BOK FINL CORP | $3,714 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $3,762 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $3,778 | 0.00% | 46 | 15 | 48.4% | $1,232 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,783 | 0.00% | 167 | -60 | -26.4% | -$1,359 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $3,785 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $3,825 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,841 | 0.00% | 68 | 5 | 7.9% | $282 | 加仓 |
| FRO | FRONTLINE PLC | $3,869 | 0.00% | 111 | -107 | -49.1% | -$3,730 | 减仓 |
| NOV | NOV INC | $3,894 | 0.00% | 207 | 88 | 73.9% | $1,655 | 加仓 |
| XYLD | GLOBAL X FDS | $3,913 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $3,931 | 0.00% | 88 | 2 | 2.3% | $89 | 加仓 |
| UI | UBIQUITI INC | $3,951 | 0.00% | 5 | -1 | -16.7% | -$790 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $3,955 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $3,962 | 0.00% | 92 | 30 | 48.4% | $1,292 | 加仓 |
| — | NAVIENT CORPORATION | $3,975 | 0.00% | 486 | 160 | 49.1% | $1,309 | 加仓 |
| SARO | STANDARDAERO INC | $4,055 | 0.00% | 157 | 43 | 37.7% | $1,111 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $4,074 | 0.00% | 67 | 15 | 28.8% | $912 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4,097 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $4,130 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $4,141 | 0.00% | 44 | 3 | 7.3% | $282 | 加仓 |
| — | HERTZ GLOBAL HLDGS INC | $4,175 | 0.00% | 1,831 | 0 | 0.0% | — | 不变 |
| — | HIGHLAND GLOBAL ALLOCATION F | $4,176 | 0.00% | 520 | 520 | — | $4,176 | 新建仓 |
| GAP | GAP INC | $4,187 | 0.00% | 173 | 18 | 11.6% | $436 | 加仓 |
| EES | WISDOMTREE TR | $4,238 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $4,241 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $4,253 | 0.00% | 399 | -108 | -21.3% | -$1,151 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $4,256 | 0.00% | 226 | -242 | -51.7% | -$4,557 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $4,299 | 0.00% | 1,211 | -1,140 | -48.5% | -$4,047 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $4,319 | 0.00% | 324 | -580 | -64.2% | -$7,732 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $4,330 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $4,398 | 0.00% | 995 | -2,164 | -68.5% | -$9,565 | 减仓 |