13F 机构持仓

Pinnacle Wealth Planning Services, Inc.

MANSFIELD OH · SEC CIK 0001726752

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPSM 10.6%
FLTR 7.7%
ET 3.9%
SPYV 3.6%
SPAB 2.5%
AAPL 2.5%
NVDA 2.2%
SPYG 2.2%
EFV 1.4%
SPYM 1.4%

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
VKTX VIKING THERAPEUTICS INC $9.49万0.01%2,433 60.2% $234 加仓
— TAYLOR MORRISON HOME CORP $9.48万0.01%1,322 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $9.47万0.01%627 627— $9.47万 新建仓
DBC INVESCO DB COMMDY INDX TRCK $9.46万0.01%3,550 00.0% — 不变
BOX BOX INC $9.46万0.01%3,565 -1,949-35.3% -$5.17万 减仓
SRLN SSGA ACTIVE ETF TR $9.46万0.01%2,347 00.0% — 不变
MC MOELIS & CO $9.45万0.01%1,444 664.8% $4,318 加仓
ARW ARROW ELECTRS INC $9.41万0.01%441 370521.1% $7.90万 加仓
SKY CHAMPION HOMES INC $9.38万0.01%1,064 282.7% $2,467 加仓
DXPE DXP ENTERPRISES INC $9.35万0.01%554 61.1% $1,012 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $9.32万0.01%5,002 -13-0.3% -$242 减仓
FNF FIDELITY NATL FINL INC $9.32万0.01%1,977 -941-32.2% -$4.44万 减仓
IR INGERSOLL RAND INC $9.31万0.01%1,135 -35-3.0% -$2,870 减仓
TFX TELEFLEX INCORPORATED $9.29万0.01%733 355.0% $4,437 加仓
SHLS SHOALS TECHNOLOGIES GROUP IN $9.28万0.01%9,377 2,38434.1% $2.36万 加仓
SFM SPROUTS FMRS MKT INC $9.24万0.01%1,092 00.0% — 不变
CPF CENTRAL PAC FINL CORP $9.22万0.01%2,414 00.0% — 不变
WDFC WD 40 CO $9.19万0.01%377 8328.2% $2.02万 加仓
VST VISTRA CORP $9.17万0.01%578 00.0% — 不变
ACIW ACI WORLDWIDE INC $9.16万0.01%1,821 -197-9.8% -$9,907 减仓
GNW GENWORTH FINL INC $9.15万0.01%9,659 2823.0% $2,671 加仓
PCB PCB BANCORP $9.13万0.01%3,218 -44-1.3% -$1,248 减仓
GJAN FIRST TR EXCHNG TRADED FD VI $9.12万0.01%2,025 00.0% — 不变
SYY SYSCO CORP $9.09万0.01%1,088 393.7% $3,260 加仓
CAKE CHEESECAKE FACTORY INC $9.09万0.01%1,143 272.4% $2,148 加仓
RCI ROGERS COMMUNICATIONS INC $9.06万0.01%2,789 80.3% $260 加仓
LRN STRIDE INC $9.06万0.01%1,050 111.1% $949 加仓
EMLC VANECK ETF TRUST $9.04万0.01%3,537 -28-0.8% -$716 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $9.03万0.01%1,546 644.3% $3,740 加仓
VBR VANGUARD INDEX FDS $8.99万0.01%370 143.9% $3,402 加仓
— CATALYST PHARMACEUTICALS INC $8.98万0.01%2,858 923.3% $2,892 加仓
CVSA COVISTA INC $8.96万0.01%719 314.5% $3,864 加仓
VSNT VERSANT MEDIA GROUP INC $8.93万0.01%2,479 86653.7% $3.12万 加仓
HXL HEXCEL CORP NEW $8.91万0.01%890 739489.4% $7.39万 加仓
RXO RXO INC $8.86万0.01%3,212 54420.4% $1.50万 加仓
IHG INTERCONTINENTAL HOTELS GROU $8.84万0.01%511 102.0% $1,730 加仓
IWR ISHARES TR $8.83万0.01%800 00.0% — 不变
LH LABCORP HOLDINGS INC $8.82万0.01%315 41.3% $1,120 加仓
PTC PTC INC $8.75万0.01%770 -111-12.6% -$1.26万 减仓
AMR ALPHA METALLURGICAL RESOUR I $8.71万0.01%528 61.1% $990 加仓
VYM VANGUARD WHITEHALL FDS $8.69万0.01%550 00.0% — 不变
— NUVEEN NY AMT FREE $8.68万0.01%8,097 -14-0.2% -$150 减仓
INSW INTERNATIONAL SEAWAYS INC $8.67万0.01%1,132 121.1% $919 加仓
KALU KAISER ALUMINIUM CORPORATION $8.67万0.01%443 112.5% $2,152 加仓
GLPI GAMING & LEISURE P $8.65万0.01%1,943 65550.9% $2.92万 加仓
VSH VISHAY INTERTECHNOLOGY INC $8.63万0.01%1,604 48543.3% $2.61万 加仓
CON CONCENTRA GROUP HOLDINGS PAR $8.60万0.01%2,890 1204.3% $3,570 加仓
HSHP HIMALAYA SHIPPING LTD $8.59万0.01%6,426 00.0% — 不变
RKT ROCKET COS INC $8.55万0.01%5,431 -388-6.7% -$6,111 减仓
EIG EMPLOYERS HLDGS INC $8.55万0.01%1,694 221.3% $1,111 加仓
NE NOBLE CORP PLC $8.55万0.01%2,292 522.3% $1,940 加仓
IUSB ISHARES TR $8.53万0.01%1,849 362.0% $1,661 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $8.51万0.01%2,424 1134.9% $3,965 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $8.50万0.01%4,028 992.5% $2,090 加仓
FCPT FOUR CORNERS PPTY TR INC $8.49万0.01%3,457 300.9% $736 加仓
CNX CNX RES CORP $8.46万0.01%2,493 -4-0.2% -$136 减仓
MMM 3M CO $8.45万0.01%522 -10-1.9% -$1,619 减仓
SNOW SNOWFLAKE INC $8.45万0.01%332 10043.1% $2.54万 加仓
HIFS HINGHAM INSTN SVGS MASS $8.45万0.01%275 31.1% $921 加仓
CPRT COPART INC $8.45万0.01%2,996 -1,581-34.5% -$4.46万 减仓
BCC BOISE CASCADE CO DEL $8.42万0.01%1,084 676.6% $5,201 加仓
PEB PEBBLEBROOK HOTEL TR $8.40万0.01%4,326 -246-5.4% -$4,775 减仓
RCUS ARCUS BIOSCIENCES INC $8.37万0.01%2,714 481.8% $1,480 加仓
PI IMPINJ INC $8.36万0.01%584 315.6% $4,440 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $8.35万0.01%278 -228-45.1% -$6.85万 减仓
CLDX CELLDEX THERAPEUTICS INC NEW $8.34万0.01%2,242 00.0% — 不变
AN AUTONATION INC $8.34万0.01%449 10.2% $186 加仓
— WARNER BROS DISCOVERY INC $8.34万0.01%3,127 1254.2% $3,333 加仓
MCY MERCURY GENL CORP NEW $8.33万0.01%781 91.2% $960 加仓
AAP ADVANCE AUTO PARTS INC $8.31万0.01%1,335 362.8% $2,240 加仓
PODD INSULET CORP $8.28万0.01%544 -236-30.3% -$3.59万 减仓
VRSK VERISK ANALYTICS INC $8.28万0.01%461 -191-29.3% -$3.43万 减仓
OII OCEANEERING INTL INC $8.26万0.01%2,039 442.2% $1,783 加仓
WWW WOLVERINE WORLD WIDE INC $8.26万0.01%4,998 -3,714-42.6% -$6.14万 减仓
VECO VEECO INSTRS INC DEL $8.25万0.01%1,089 222.1% $1,668 加仓
FV FIRST TR EXCHANGE TRADED FD $8.23万0.01%1,084 00.0% — 不变
KTB KONTOOR BRANDS INC $8.22万0.01%986 323.4% $2,667 加仓
VTR VENTAS INC $8.21万0.01%924 -9-1.0% -$799 减仓
PLMR PALOMAR HLDGS INC $8.19万0.01%648 12624.1% $1.59万 加仓
PLUS EPLUS INC $8.18万0.01%983 222.3% $1,831 加仓
UMBF UMB FINL CORP $8.17万0.01%572 -9-1.5% -$1,285 减仓
CHD CHURCH & DWIGHT CO INC $8.14万0.01%841 60.7% $581 加仓
SIG SIGNET JEWELERS LIMITED $8.12万0.01%942 202.2% $1,724 加仓
WIW WESTERN AST INFL LKD OPP & I $8.12万0.01%9,665 5476.0% $4,595 加仓
EPAM EPAM SYS INC $8.12万0.01%1,023 9471,246.1% $7.51万 加仓
CMPR CIMPRESS PLC $8.10万0.01%796 623360.1% $6.34万 加仓
WSM WILLIAMS SONOMA INC $8.09万0.01%347 92.7% $2,098 加仓
ACMR ACM RESH INC $8.08万0.01%637 18841.9% $2.39万 加仓
NTCT NETSCOUT SYS INC $8.07万0.01%1,854 915.2% $3,963 加仓
BIV VANGUARD BD INDEX FDS $8.05万0.01%1,049 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC $8.04万0.01%738 615500.0% $6.70万 加仓
IRMD IRADIMED CORP $8.04万0.01%841 00.0% — 不变
MKTX MARKETAXESS HLDGS INC $8.02万0.01%707 -30-4.1% -$3,405 减仓
AEM AGNICO EAGLE MINES LTD $8.00万0.01%516 -109-17.4% -$1.69万 减仓
TIP ISHARES TR $8.00万0.01%731 00.0% — 不变
CXW CORECIVIC INC $7.98万0.01%2,628 27111.5% $8,233 加仓
HUBG HUB GROUP INC $7.93万0.01%1,811 533.0% $2,321 加仓
NSIT INSIGHT ENTERPRISES INC $7.93万0.01%651 -29-4.3% -$3,532 减仓
FFBC 1ST FINL BANCORP $7.90万0.01%2,336 502.2% $1,692 加仓
RIG TRANSOCEAN LTD $7.88万0.01%16,109 -26-0.2% -$127 减仓