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 |
|---|---|---|---|---|---|---|---|---|
| WHR | WHIRLPOOL CORP | $4,421 | 0.00% | 82 | 62 | 310.0% | $3,343 | 加仓 |
| — | MASIMO CORP | $4,447 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC | $4,464 | 0.00% | 775 | -954 | -55.2% | -$5,495 | 减仓 |
| INTR | INTER & CO INC | $4,577 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4,580 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $4,611 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $4,628 | 0.00% | 152 | -66 | -30.3% | -$2,010 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $4,659 | 0.00% | 3,328 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $4,676 | 0.00% | 408 | -42 | -9.3% | -$481 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $4,685 | 0.00% | 60 | 17 | 39.5% | $1,327 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $4,714 | 0.00% | 160 | -1,349 | -89.4% | -$3.97万 | 减仓 |
| — | WISDOMTREE TR | $4,721 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $4,735 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $4,743 | 0.00% | 59 | -1,998 | -97.1% | -$16.06万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $4,754 | 0.00% | 694 | 694 | — | $4,754 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $4,762 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4,775 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $4,796 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD | $4,824 | 0.00% | 874 | -58 | -6.2% | -$320 | 减仓 |
| DEUS | DBX ETF TR | $4,851 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $4,871 | 0.00% | 125 | 18 | 16.8% | $701 | 加仓 |
| TOL | TOLL BROTHERS INC | $4,913 | 0.00% | 36 | 4 | 12.5% | $546 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $4,919 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $4,922 | 0.00% | 58 | 7 | 13.7% | $594 | 加仓 |
| GNTX | GENTEX CORP | $4,938 | 0.00% | 226 | -14 | -5.8% | -$306 | 减仓 |
| FCN | FTI CONSULTING INC | $4,950 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $4,996 | 0.00% | 58 | 58 | — | $4,996 | 新建仓 |
| WWD | WOODWARD INC | $5,011 | 0.00% | 14 | 4 | 40.0% | $1,432 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $5,018 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $5,026 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $5,033 | 0.00% | 61 | 2 | 3.4% | $165 | 加仓 |
| SON | SONOCO PRODS CO | $5,139 | 0.00% | 95 | 78 | 458.8% | $4,219 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $5,152 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $5,153 | 0.00% | 521 | 79 | 17.9% | $781 | 加仓 |
| COTY | COTY INC | $5,176 | 0.00% | 2,575 | 2,185 | 560.3% | $4,392 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $5,225 | 0.00% | 18 | 1 | 5.9% | $290 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $5,229 | 0.00% | 31 | 8 | 34.8% | $1,349 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $5,252 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $5,254 | 0.00% | 197 | -171 | -46.5% | -$4,561 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $5,264 | 0.00% | 89 | 8 | 9.9% | $473 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $5,272 | 0.00% | 100 | 36 | 56.2% | $1,898 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $5,289 | 0.00% | 343 | 169 | 97.1% | $2,606 | 加仓 |
| AMBA | AMBARELLA INC | $5,302 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,324 | 0.00% | 40 | -5 | -11.1% | -$666 | 减仓 |
| GEN | GEN DIGITAL INC | $5,329 | 0.00% | 283 | 10 | 3.7% | $188 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5,341 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $5,344 | 0.00% | 63 | -1,436 | -95.8% | -$12.18万 | 减仓 |
| ORI | OLD REP INTL CORP | $5,347 | 0.00% | 134 | 26 | 24.1% | $1,037 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $5,354 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $5,389 | 0.00% | 819 | 163 | 24.8% | $1,073 | 加仓 |
| QS | QUANTUMSCAPE CORP | $5,417 | 0.00% | 849 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $5,427 | 0.00% | 141 | 141 | — | $5,427 | 新建仓 |
| CLDT | CHATHAM LODGING TR | $5,446 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $5,484 | 0.00% | 896 | 825 | 1,162.0% | $5,049 | 加仓 |
| CERT | CERTARA INC | $5,489 | 0.00% | 963 | 749 | 350.0% | $4,269 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5,502 | 0.00% | 47 | 14 | 42.4% | $1,639 | 加仓 |
| DBX | DROPBOX INC | $5,544 | 0.00% | 244 | -5,361 | -95.6% | -$12.18万 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $5,544 | 0.00% | 283 | -1,332 | -82.5% | -$2.61万 | 减仓 |
| OI | O-I GLASS INC | $5,560 | 0.00% | 529 | -111 | -17.3% | -$1,167 | 减仓 |
| BRKR | BRUKER CORP | $5,562 | 0.00% | 154 | -7 | -4.3% | -$253 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $5,573 | 0.00% | 227 | 11 | 5.1% | $270 | 加仓 |
| — | ASTRONOVA INC | $5,578 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $5,585 | 0.00% | 87 | 3 | 3.6% | $193 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $5,591 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $5,604 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $5,626 | 0.00% | 329 | -731 | -69.0% | -$1.25万 | 减仓 |
| IBCP | INDEPENDENT BK CORP MICH | $5,628 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $5,640 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $5,689 | 0.00% | 95 | 84 | 763.6% | $5,030 | 加仓 |
| EZM | WISDOMTREE TR | $5,714 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $5,725 | 0.00% | 60 | 60 | — | $5,725 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,729 | 0.00% | 23 | 2 | 9.5% | $498 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $5,808 | 0.00% | 330 | -732 | -68.9% | -$1.29万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $5,812 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $5,836 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $5,857 | 0.00% | 18 | 4 | 28.6% | $1,302 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $5,900 | 0.00% | 57 | -5 | -8.1% | -$518 | 减仓 |
| BY | BYLINE BANCORP INC | $5,904 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $5,921 | 0.00% | 221 | -186 | -45.7% | -$4,983 | 减仓 |
| CRSR | CORSAIR GAMING INC | $5,922 | 0.00% | 1,067 | -1,722 | -61.7% | -$9,557 | 减仓 |
| TBI | TRUEBLUE INC | $5,924 | 0.00% | 1,515 | -1,448 | -48.9% | -$5,662 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $5,965 | 0.00% | 250 | -16 | -6.0% | -$382 | 减仓 |
| KROS | KEROS THERAPEUTICS INC | $5,973 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC | $5,976 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $5,976 | 0.00% | 449 | 112 | 33.2% | $1,491 | 加仓 |
| ACHR | ARCHER AVIATION INC | $5,997 | 0.00% | 1,160 | 35 | 3.1% | $181 | 加仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $6,010 | 0.00% | 1,287 | 29 | 2.3% | $135 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $6,015 | 0.00% | 59 | 3 | 5.4% | $306 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $6,021 | 0.00% | 361 | 53 | 17.2% | $884 | 加仓 |
| XP | XP INC | $6,074 | 0.00% | 319 | -8,607 | -96.4% | -$16.39万 | 减仓 |
| EZU | ISHARES INC | $6,139 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $6,142 | 0.00% | 103 | 18 | 21.2% | $1,073 | 加仓 |
| EBND | SPDR SERIES TRUST | $6,151 | 0.00% | 298 | 298 | — | $6,151 | 新建仓 |
| XME | SPDR SERIES TRUST | $6,157 | 0.00% | 57 | 57 | — | $6,157 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $6,158 | 0.00% | 115 | -105 | -47.7% | -$5,623 | 减仓 |
| EVER | EVERQUOTE INC | $6,168 | 0.00% | 400 | -1,529 | -79.3% | -$2.36万 | 减仓 |
| MQ | MARQETA INC | $6,202 | 0.00% | 1,520 | 1,520 | — | $6,202 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $6,237 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $6,241 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $6,278 | 0.00% | 150 | 0 | 0.0% | — | 不变 |