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 |
|---|---|---|---|---|---|---|---|---|
| — | BRAEMAR HOTELS & RESORTS INC | $8,111 | 0.00% | 3,437 | 2,875 | 511.6% | $6,785 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $8,112 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $8,116 | 0.00% | 293 | -4,051 | -93.3% | -$11.22万 | 减仓 |
| TRS | TRIMAS CORP | $8,122 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $8,133 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $8,162 | 0.00% | 174 | 136 | 357.9% | $6,379 | 加仓 |
| BF/B | BROWN FORMAN CORP | $8,183 | 0.00% | 310 | -76 | -19.7% | -$2,006 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $8,187 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $8,193 | 0.00% | 804 | -848 | -51.3% | -$8,641 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $8,200 | 0.00% | 17 | 13 | 325.0% | $6,271 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $8,222 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC | $8,240 | 0.00% | 227 | 68 | 42.8% | $2,468 | 加仓 |
| RWT | REDWOOD TRUST INC | $8,241 | 0.00% | 1,469 | 145 | 11.0% | $813 | 加仓 |
| — | PLDT INC | $8,248 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $8,307 | 0.00% | 369 | 112 | 43.6% | $2,521 | 加仓 |
| DOX | AMDOCS LTD | $8,353 | 0.00% | 128 | 3 | 2.4% | $196 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $8,363 | 0.00% | 430 | 150 | 53.6% | $2,917 | 加仓 |
| IMMR | IMMERSION CORP | $8,403 | 0.00% | 1,539 | 1,539 | — | $8,403 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $8,441 | 0.00% | 140 | -152 | -52.1% | -$9,165 | 减仓 |
| SSNC | SS&C TECH HLDGS | $8,446 | 0.00% | 125 | 14 | 12.6% | $946 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $8,465 | 0.00% | 726 | -1,692 | -70.0% | -$1.97万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $8,469 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG CORP | $8,474 | 0.00% | 1,202 | -3,573 | -74.8% | -$2.52万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $8,485 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $8,502 | 0.00% | 1,294 | 981 | 313.4% | $6,445 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $8,517 | 0.00% | 1,247 | 1,222 | 4,888.0% | $8,346 | 加仓 |
| UPRO | PROSHARES TR | $8,534 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ATEN | A10 NETWORKS INC | $8,578 | 0.00% | 371 | 73 | 24.5% | $1,688 | 加仓 |
| KBH | KB HOME | $8,591 | 0.00% | 166 | 4 | 2.5% | $207 | 加仓 |
| QGEN | QIAGEN NV | $8,649 | 0.00% | 216 | 216 | — | $8,649 | 新建仓 |
| NNN | NNN REIT INC | $8,658 | 0.00% | 206 | 46 | 28.7% | $1,933 | 加仓 |
| FOR | FORESTAR GROUP INC | $8,701 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $8,769 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $8,817 | 0.00% | 55 | 6 | 12.2% | $962 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $8,864 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $8,864 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SDVD | FIRST TR EXCH TRADED FD III | $8,875 | 0.00% | 409 | -61 | -13.0% | -$1,324 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $8,891 | 0.00% | 94 | 16 | 20.5% | $1,513 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $8,906 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $8,911 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC | $8,935 | 0.00% | 779 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $8,971 | 0.00% | 60 | 5 | 9.1% | $748 | 加仓 |
| RBB | RBB BANCORP | $8,975 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| NPB | NORTHPOINTE BANCSHARES INC. | $9,027 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $9,050 | 0.00% | 1,080 | 168 | 18.4% | $1,408 | 加仓 |
| ATO | ATMOS ENERGY CORP | $9,051 | 0.00% | 49 | 8 | 19.5% | $1,478 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $9,057 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $9,070 | 0.00% | 1,751 | 23 | 1.3% | $119 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $9,072 | 0.00% | 5,400 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $9,122 | 0.00% | 191 | 16 | 9.1% | $764 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $9,129 | 0.00% | 1,398 | -7 | -0.5% | -$46 | 减仓 |
| JD | JD.COM INC | $9,137 | 0.00% | 309 | -122 | -28.3% | -$3,607 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $9,145 | 0.00% | 920 | 753 | 450.9% | $7,485 | 加仓 |
| TKR | TIMKEN CO | $9,152 | 0.00% | 91 | 13 | 16.7% | $1,307 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $9,154 | 0.00% | 200 | 200 | — | $9,154 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $9,177 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $9,186 | 0.00% | 2,566 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $9,198 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $9,233 | 0.00% | 17 | 1 | 6.2% | $543 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $9,297 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $9,311 | 0.00% | 59 | 3 | 5.4% | $473 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $9,330 | 0.00% | 489 | -1,063 | -68.5% | -$2.03万 | 减仓 |
| ILCG | ISHARES TR | $9,357 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $9,390 | 0.00% | 115 | 2 | 1.8% | $163 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $9,428 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COS INC | $9,440 | 0.00% | 554 | 347 | 167.6% | $5,913 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9,460 | 0.00% | 250 | -1,750 | -87.5% | -$6.62万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $9,554 | 0.00% | 425 | 425 | — | $9,554 | 新建仓 |
| MKL | MARKEL GROUP INC | $9,570 | 0.00% | 5 | 1 | 25.0% | $1,914 | 加仓 |
| NRC | NATIONAL RESH CORP | $9,577 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $9,617 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $9,631 | 0.00% | 173 | -338 | -66.1% | -$1.88万 | 减仓 |
| AI | C3 AI INC | $9,700 | 0.00% | 1,152 | 969 | 529.5% | $8,159 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $9,721 | 0.00% | 276 | 101 | 57.7% | $3,557 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $9,726 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $9,730 | 0.00% | 906 | -18,752 | -95.4% | -$20.14万 | 减仓 |
| — | ARES COML REAL ESTATE CORP | $9,739 | 0.00% | 2,029 | -336 | -14.2% | -$1,613 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $9,776 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $9,780 | 0.00% | 1,929 | -1,682 | -46.6% | -$8,528 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $9,800 | 0.00% | 978 | -4,465 | -82.0% | -$4.47万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $9,803 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $9,809 | 0.00% | 33 | 5 | 17.9% | $1,486 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $9,813 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $9,834 | 0.00% | 77 | 11 | 16.7% | $1,405 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $9,835 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $9,853 | 0.00% | 168 | 115 | 217.0% | $6,745 | 加仓 |
| — | ISHARES ETHEREUM TR | $9,862 | 0.00% | 623 | -3,170 | -83.6% | -$5.02万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $9,871 | 0.00% | 729 | -717 | -49.6% | -$9,709 | 减仓 |
| CPA | COPA HOLDINGS SA | $9,884 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $9,963 | 0.00% | 589 | 589 | — | $9,963 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $9,978 | 0.00% | 542 | -116 | -17.6% | -$2,136 | 减仓 |
| PKE | PARK AEROSPACE CORP | $1.00万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| — | HERITAGE COMM CORP | $1.01万 | 0.00% | 806 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1.01万 | 0.00% | 80 | 10 | 14.3% | $1,258 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $1.01万 | 0.00% | 544 | 12 | 2.3% | $223 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1.01万 | 0.00% | 428 | 14 | 3.4% | $331 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.01万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| EGY | VAALCO ENERGY INC | $1.02万 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1.02万 | 0.00% | 31 | 16 | 106.7% | $5,254 | 加仓 |
| ARW | ARROW ELECTRS INC | $1.02万 | 0.00% | 71 | 7 | 10.9% | $1,004 | 加仓 |