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 |
|---|---|---|---|---|---|---|---|---|
| FRO | FRONTLINE PLC | $3,862 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,864 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $3,865 | 0.00% | 187 | 187 | — | $3,865 | 新建仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $3,910 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3,917 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $3,957 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $4,003 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $4,028 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC | $4,047 | 0.00% | 134 | -234 | -63.6% | -$7,067 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $4,069 | 0.00% | 245 | 88 | 56.1% | $1,462 | 加仓 |
| XYLD | GLOBAL X FDS | $4,079 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $4,098 | 0.00% | 130 | -512 | -79.8% | -$1.61万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $4,101 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $4,133 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $4,136 | 0.00% | 93 | 3 | 3.3% | $133 | 加仓 |
| WSE | WISE GROUP PLC | $4,145 | 0.00% | 348 | 348 | — | $4,145 | 新建仓 |
| AGNT | AGNT INC | $4,155 | 0.00% | 768 | -2,386 | -75.6% | -$1.29万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $4,159 | 0.00% | 152 | -69 | -31.2% | -$1,888 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $4,165 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $4,168 | 0.00% | 680 | -4,503 | -86.9% | -$2.76万 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $4,226 | 0.00% | 1,211 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $4,257 | 0.00% | 900 | -260 | -22.4% | -$1,230 | 减仓 |
| NICE | NICE LTD | $4,270 | 0.00% | 47 | -393 | -89.3% | -$3.57万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $4,316 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC | $4,327 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $4,337 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4,348 | 0.00% | 38 | -2 | -5.0% | -$229 | 减仓 |
| NVT | NVENT ELEC PLC | $4,410 | 0.00% | 26 | 10 | 62.5% | $1,696 | 加仓 |
| GRAL | GRAIL INC | $4,438 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4,463 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $4,466 | 0.00% | 156 | -94 | -37.6% | -$2,691 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $4,469 | 0.00% | 27 | -4 | -12.9% | -$662 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $4,508 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $4,511 | 0.00% | 168 | 64 | 61.5% | $1,718 | 加仓 |
| GIB | CGI INC | $4,584 | 0.00% | 71 | 59 | 491.7% | $3,809 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $4,593 | 0.00% | 342 | -3,609 | -91.3% | -$4.85万 | 减仓 |
| TFSL | TFS FINL CORP | $4,625 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $4,648 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $4,657 | 0.00% | 10 | -27 | -73.0% | -$1.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,716 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC | $4,723 | 0.00% | 170 | -1,262 | -88.1% | -$3.51万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $4,729 | 0.00% | 2,088 | -744 | -26.3% | -$1,685 | 减仓 |
| PEN | PENUMBRA INC | $4,736 | 0.00% | 15 | -16 | -51.6% | -$5,052 | 减仓 |
| DBX | DROPBOX INC | $4,752 | 0.00% | 173 | -71 | -29.1% | -$1,950 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $4,760 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $4,763 | 0.00% | 591 | 77 | 15.0% | $621 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $4,766 | 0.00% | 195 | -31 | -13.7% | -$758 | 减仓 |
| — | HIGH INCOME SECS FD | $4,781 | 0.00% | 874 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $4,818 | 0.00% | 136 | 126 | 1,260.0% | $4,464 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $4,837 | 0.00% | 108 | 10 | 10.2% | $448 | 加仓 |
| — | WISDOMTREE TR | $4,858 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $4,862 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $4,870 | 0.00% | 18 | 8 | 80.0% | $2,164 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $4,895 | 0.00% | 96 | 93 | 3,100.0% | $4,742 | 加仓 |
| RLI | RLI CORP | $4,903 | 0.00% | 83 | 64 | 336.8% | $3,781 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $4,905 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $4,911 | 0.00% | 37 | 37 | — | $4,911 | 新建仓 |
| EES | WISDOMTREE TR | $4,949 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP | $4,951 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,978 | 0.00% | 87 | 19 | 27.9% | $1,087 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $4,996 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $5,013 | 0.00% | 66 | 5 | 8.2% | $380 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $5,014 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $5,033 | 0.00% | 123 | -11 | -8.2% | -$450 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $5,077 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $5,088 | 0.00% | 185 | -162 | -46.7% | -$4,455 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $5,088 | 0.00% | 181 | 89 | 96.7% | $2,502 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $5,097 | 0.00% | 140 | 42 | 42.9% | $1,529 | 加仓 |
| NOV | NOV INC | $5,101 | 0.00% | 275 | 68 | 32.9% | $1,261 | 加仓 |
| MGA | MAGNA INTL INC | $5,187 | 0.00% | 79 | 5 | 6.8% | $328 | 加仓 |
| CNMD | CONMED CORP | $5,204 | 0.00% | 159 | -955 | -85.7% | -$3.13万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $5,224 | 0.00% | 163 | 25 | 18.1% | $801 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $5,252 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $5,261 | 0.00% | 602 | 81 | 15.5% | $708 | 加仓 |
| DEUS | DBX ETF TR | $5,289 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5,299 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $5,300 | 0.00% | 104 | -62 | -37.3% | -$3,160 | 减仓 |
| TRMB | TRIMBLE INC | $5,323 | 0.00% | 104 | -240 | -69.8% | -$1.23万 | 减仓 |
| ASST | STRIVE INC | $5,335 | 0.00% | 489 | 480 | 5,333.3% | $5,237 | 加仓 |
| KT | KT CORP | $5,357 | 0.00% | 310 | -386 | -55.5% | -$6,670 | 减仓 |
| BURL | BURLINGTON STORES INC | $5,386 | 0.00% | 17 | -1 | -5.6% | -$317 | 减仓 |
| AVAV | AEROVIRONMENT INC | $5,447 | 0.00% | 33 | -38 | -53.5% | -$6,272 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $5,450 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $5,488 | 0.00% | 74 | -766 | -91.2% | -$5.68万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $5,505 | 0.00% | 126 | -184 | -59.4% | -$8,039 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $5,508 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $5,521 | 0.00% | 166 | 42 | 33.9% | $1,397 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $5,521 | 0.00% | 67 | 1 | 1.5% | $82 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $5,549 | 0.00% | 368 | 25 | 7.3% | $377 | 加仓 |
| CACI | CACI INTL INC | $5,559 | 0.00% | 12 | -1 | -7.7% | -$463 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,576 | 0.00% | 21 | -2 | -8.7% | -$531 | 减仓 |
| BF/B | BROWN FORMAN CORP | $5,583 | 0.00% | 210 | -100 | -32.3% | -$2,659 | 减仓 |
| AEE | AMEREN CORP | $5,652 | 0.00% | 50 | 21 | 72.4% | $2,374 | 加仓 |
| GLDM | WORLD GOLD TR | $5,798 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5,801 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $5,805 | 0.00% | 150 | 9 | 6.4% | $348 | 加仓 |
| DCI | DONALDSON INC | $5,835 | 0.00% | 65 | 7 | 12.1% | $628 | 加仓 |
| WLK | WESTLAKE CORPORATION | $5,840 | 0.00% | 80 | 22 | 37.9% | $1,606 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $5,851 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $5,888 | 0.00% | 910 | -2,150 | -70.3% | -$1.39万 | 减仓 |