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 |
|---|---|---|---|---|---|---|---|---|
| WFRD | WEATHERFORD INTL PLC | $7,987 | 0.00% | 98 | 4 | 4.3% | $326 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $8,014 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $8,016 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $8,019 | 0.00% | 891 | 857 | 2,520.6% | $7,713 | 加仓 |
| TLH | ISHARES TR | $8,028 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $8,049 | 0.00% | 77 | 16 | 26.2% | $1,673 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $8,098 | 0.00% | 1,352 | 1,352 | — | $8,098 | 新建仓 |
| REXR | REXFORD INDL RLTY INC | $8,107 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $8,137 | 0.00% | 38 | -3 | -7.3% | -$642 | 减仓 |
| — | INNOVATOR ETFS TRUST | $8,140 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| EGY | VAALCO ENERGY INC | $8,153 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $8,184 | 0.00% | 755 | -3,868 | -83.7% | -$4.19万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $8,206 | 0.00% | 187 | 4 | 2.2% | $176 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $8,213 | 0.00% | 1,342 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $8,238 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $8,252 | 0.00% | 114 | -2,108 | -94.9% | -$15.26万 | 减仓 |
| DX | DYNEX CAP INC | $8,259 | 0.00% | 630 | -823 | -56.6% | -$1.08万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $8,272 | 0.00% | 122 | 7 | 6.1% | $475 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $8,294 | 0.00% | 4 | -2 | -33.3% | -$4,147 | 减仓 |
| IHF | ISHARES TR | $8,300 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $8,316 | 0.00% | 62 | -24 | -27.9% | -$3,219 | 减仓 |
| DGRW | WISDOMTREE TR | $8,319 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $8,495 | 0.00% | 1,480 | 1,480 | — | $8,495 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,497 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $8,498 | 0.00% | 470 | 136 | 40.7% | $2,459 | 加仓 |
| FRSH | FRESHWORKS INC | $8,622 | 0.00% | 852 | 831 | 3,957.1% | $8,409 | 加仓 |
| CDE | COEUR MNG INC | $8,633 | 0.00% | 529 | -2,021 | -79.3% | -$3.30万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $8,670 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DMC | DEL MONTE CORP | $8,708 | 0.00% | 312 | -305 | -49.4% | -$8,513 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $8,768 | 0.00% | 727 | 391 | 116.4% | $4,716 | 重新持有 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $8,794 | 0.00% | 832 | 832 | — | $8,794 | 新建仓 |
| RC | READY CAPITAL CORP | $8,820 | 0.00% | 5,040 | 3,967 | 369.7% | $6,942 | 加仓 |
| AMBA | AMBARELLA INC | $8,837 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $8,849 | 0.00% | 604 | -812 | -57.3% | -$1.19万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $8,851 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $8,867 | 0.00% | 314 | -175 | -35.8% | -$4,942 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $8,869 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $8,878 | 0.00% | 117 | 30 | 34.5% | $2,276 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $8,902 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $8,914 | 0.00% | 55 | 25 | 83.3% | $4,052 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,932 | 0.00% | 53 | 2 | 3.9% | $337 | 加仓 |
| KHC | KRAFT HEINZ CO | $8,939 | 0.00% | 378 | 9 | 2.4% | $213 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $8,951 | 0.00% | 57 | -1,374 | -96.0% | -$21.58万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $8,982 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC | $8,989 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $9,000 | 0.00% | 242 | 5 | 2.1% | $186 | 加仓 |
| — | NUVALENT INC | $9,016 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $9,045 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $9,066 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $9,131 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $9,132 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $9,146 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $9,155 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $9,182 | 0.00% | 109 | 4 | 3.8% | $337 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9,190 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $9,191 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| GSBC | GREAT SOUTHN BANCORP INC | $9,252 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $9,255 | 0.00% | 248 | -1,378 | -84.7% | -$5.14万 | 减仓 |
| BRKR | BRUKER CORP | $9,268 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $9,286 | 0.00% | 365 | 327 | 860.5% | $8,319 | 加仓 |
| APPF | APPFOLIO INC | $9,300 | 0.00% | 58 | -1 | -1.7% | -$160 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $9,303 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD | $9,365 | 0.00% | 990 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $9,450 | 0.00% | 1,350 | 1,350 | — | $9,450 | 新建仓 |
| KNF | KNIFE RIVER CORP | $9,452 | 0.00% | 113 | -2 | -1.7% | -$167 | 减仓 |
| COO | COOPER COS INC | $9,466 | 0.00% | 132 | 24 | 22.2% | $1,721 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $9,515 | 0.00% | 1,247 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $9,554 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $9,578 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $9,603 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $9,629 | 0.00% | 2,501 | 2,437 | 3,807.8% | $9,383 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $9,643 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $9,645 | 0.00% | 62 | -25 | -28.7% | -$3,889 | 减仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $9,654 | 0.00% | 589 | 197 | 50.3% | $3,229 | 加仓 |
| TDAY | USA TODAY CO INC | $9,687 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $9,688 | 0.00% | 138 | 138 | — | $9,688 | 新建仓 |
| NNN | NNN REIT INC | $9,725 | 0.00% | 209 | 3 | 1.5% | $140 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $9,727 | 0.00% | 139 | 105 | 308.8% | $7,348 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $9,730 | 0.00% | 594 | -208 | -25.9% | -$3,407 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $9,821 | 0.00% | 287 | -6 | -2.0% | -$205 | 减仓 |
| HAS | HASBRO INC | $9,828 | 0.00% | 119 | 8 | 7.2% | $661 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $9,866 | 0.00% | 788 | 788 | — | $9,866 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $9,881 | 0.00% | 425 | -203 | -32.3% | -$4,720 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $9,893 | 0.00% | 109 | 107 | 5,350.0% | $9,711 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $9,916 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $9,919 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $9,942 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $9,955 | 0.00% | 340 | 50 | 17.2% | $1,464 | 加仓 |
| KMPR | KEMPER CORP | $1.00万 | 0.00% | 372 | -2,068 | -84.8% | -$5.58万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $1.00万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $1.00万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $1.01万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1.01万 | 0.00% | 68 | 17 | 33.3% | $2,525 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.02万 | 0.00% | 59 | 10 | 20.4% | $1,723 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.02万 | 0.00% | 89 | 16 | 21.9% | $1,829 | 加仓 |
| TRS | TRIMAS CORP | $1.02万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| DJCO | DAILY JOURNAL CORP | $1.02万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1.02万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CRSR | CORSAIR GAMING INC | $1.03万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| AEF | ABRDN EMERGING MARKETS EX CH | $1.03万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |