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 |
|---|---|---|---|---|---|---|---|---|
| FISI | FINANCIAL INSTITUTIONS INC | $7.88万 | 0.01% | 2,021 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC | $7.87万 | 0.01% | 1,539 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7.86万 | 0.01% | 606 | 21 | 3.6% | $2,724 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $7.86万 | 0.01% | 2,124 | -27 | -1.3% | -$999 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $7.86万 | 0.01% | 842 | 11 | 1.3% | $1,026 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $7.85万 | 0.01% | 2,659 | 338 | 14.6% | $9,981 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $7.85万 | 0.01% | 970 | -57 | -5.6% | -$4,611 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $7.83万 | 0.01% | 3,834 | 84 | 2.2% | $1,716 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $7.82万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $7.82万 | 0.01% | 827 | -21 | -2.5% | -$1,986 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $7.81万 | 0.01% | 5,525 | -2,215 | -28.6% | -$3.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $7.81万 | 0.01% | 2,244 | 474 | 26.8% | $1.65万 | 加仓 |
| CIB | GRUPO CIBEST SA | $7.81万 | 0.01% | 983 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $7.80万 | 0.01% | 2,508 | -369 | -12.8% | -$1.15万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $7.79万 | 0.01% | 2,118 | 615 | 40.9% | $2.26万 | 加仓 |
| IT | GARTNER INC | $7.79万 | 0.01% | 601 | 110 | 22.4% | $1.43万 | 加仓 |
| LAD | LITHIA MTRS INC | $7.79万 | 0.01% | 268 | 9 | 3.5% | $2,614 | 加仓 |
| MHK | MOHAWK INDS INC | $7.77万 | 0.01% | 640 | -567 | -47.0% | -$6.88万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $7.76万 | 0.01% | 2,862 | 752 | 35.6% | $2.04万 | 加仓 |
| MBC | MASTERBRAND INC | $7.74万 | 0.01% | 7,520 | 7,250 | 2,685.2% | $7.46万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.73万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $7.71万 | 0.01% | 480 | -47 | -8.9% | -$7,554 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $7.71万 | 0.01% | 24,646 | 22,914 | 1,323.0% | $7.17万 | 加仓 |
| E | ENI SPA | $7.68万 | 0.01% | 1,638 | 44 | 2.8% | $2,062 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.65万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO | $7.63万 | 0.01% | 4,059 | 72 | 1.8% | $1,353 | 加仓 |
| BRBR | BELLRING BRANDS INC | $7.61万 | 0.01% | 5,881 | 5,869 | 48,908.3% | $7.59万 | 加仓 |
| BL | BLACKLINE INC | $7.61万 | 0.01% | 2,711 | 1,404 | 107.4% | $3.94万 | 加仓 |
| WCC | WESCO INTL INC | $7.56万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $7.55万 | 0.01% | 779 | 131 | 20.2% | $1.27万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $7.53万 | 0.01% | 199 | -7 | -3.4% | -$2,649 | 减仓 |
| FICO | FAIR ISAAC CORP | $7.53万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $7.51万 | 0.01% | 984 | -23 | -2.3% | -$1,754 | 减仓 |
| PLUG | PLUG PWR INC | $7.50万 | 0.01% | 27,675 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $7.48万 | 0.01% | 1,343 | 3 | 0.2% | $167 | 加仓 |
| SRE | SEMPRA | $7.47万 | 0.01% | 806 | 32 | 4.1% | $2,967 | 加仓 |
| NTRA | NATERA INC | $7.46万 | 0.01% | 275 | -78 | -22.1% | -$2.12万 | 减仓 |
| OFG | OFG BANCORP | $7.43万 | 0.01% | 1,515 | 22 | 1.5% | $1,080 | 加仓 |
| NRG | NRG ENERGY INC | $7.42万 | 0.01% | 508 | 4 | 0.8% | $584 | 加仓 |
| HWKN | HAWKINS INC | $7.40万 | 0.01% | 521 | 10 | 2.0% | $1,421 | 加仓 |
| FLO | FLOWERS FOODS INC | $7.40万 | 0.01% | 9,368 | 9,084 | 3,198.6% | $7.18万 | 加仓 |
| HDB | HDFC BANK LTD | $7.37万 | 0.01% | 2,855 | -409 | -12.5% | -$1.06万 | 减仓 |
| RNST | RENASANT CORP | $7.37万 | 0.01% | 1,732 | 52 | 3.1% | $2,212 | 加仓 |
| LAZ | LAZARD INC | $7.36万 | 0.01% | 1,756 | 1,735 | 8,261.9% | $7.28万 | 加仓 |
| TDW | TIDEWATER INC NEW | $7.36万 | 0.01% | 1,105 | 27 | 2.5% | $1,799 | 加仓 |
| IPAR | INTERPARFUMS INC | $7.36万 | 0.01% | 658 | -708 | -51.8% | -$7.92万 | 减仓 |
| APA | APA CORPORATION | $7.36万 | 0.01% | 2,259 | -70 | -3.0% | -$2,280 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $7.35万 | 0.01% | 8,801 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $7.32万 | 0.01% | 6,852 | 183 | 2.7% | $1,956 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $7.32万 | 0.01% | 1,221 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $7.31万 | 0.01% | 2,154 | 58 | 2.8% | $1,969 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC | $7.31万 | 0.01% | 2,267 | 2,267 | — | $7.31万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $7.30万 | 0.01% | 1,691 | -178 | -9.5% | -$7,686 | 减仓 |
| PKG | PACKAGING CORP AMER | $7.27万 | 0.01% | 305 | -1 | -0.3% | -$238 | 减仓 |
| CNK | CINEMARK HLDGS INC | $7.24万 | 0.01% | 2,283 | 6 | 0.3% | $190 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $7.23万 | 0.01% | 3,742 | 2,063 | 122.9% | $3.99万 | 加仓 |
| ARHS | ARHAUS INC | $7.22万 | 0.01% | 8,577 | -446 | -4.9% | -$3,755 | 减仓 |
| ALLY | ALLY FINL INC | $7.21万 | 0.01% | 1,570 | -1,224 | -43.8% | -$5.62万 | 减仓 |
| AROW | ARROW FINL CORP | $7.15万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $7.14万 | 0.01% | 3,540 | -865 | -19.6% | -$1.74万 | 减仓 |
| XNCR | XENCOR INC | $7.13万 | 0.01% | 4,431 | 115 | 2.7% | $1,851 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $7.09万 | 0.01% | 6,957 | -8 | -0.1% | -$82 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $7.06万 | 0.01% | 2,820 | -17 | -0.6% | -$426 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $7.05万 | 0.01% | 710 | 16 | 2.3% | $1,589 | 加仓 |
| J | JACOBS SOLUTIONS INC | $7.01万 | 0.01% | 557 | -302 | -35.2% | -$3.80万 | 减仓 |
| FE | FIRSTENERGY CORP | $7.00万 | 0.01% | 1,473 | 30 | 2.1% | $1,426 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $6.99万 | 0.01% | 567 | 309 | 119.8% | $3.81万 | 加仓 |
| DLTR | DOLLAR TREE INC | $6.98万 | 0.01% | 578 | 4 | 0.7% | $483 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.98万 | 0.01% | 15,131 | -7 | -0.0% | -$32 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $6.97万 | 0.01% | 1,379 | 601 | 77.2% | $3.04万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $6.97万 | 0.01% | 1,400 | 1,400 | — | $6.97万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $6.93万 | 0.01% | 1,690 | 686 | 68.3% | $2.81万 | 加仓 |
| HNGE | HINGE HEALTH INC | $6.93万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $6.91万 | 0.01% | 458 | 327 | 249.6% | $4.94万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $6.88万 | 0.01% | 2,292 | -359 | -13.5% | -$1.08万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.88万 | 0.01% | 1,512 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $6.87万 | 0.01% | 1,655 | 37 | 2.3% | $1,536 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $6.87万 | 0.01% | 1,275 | 26 | 2.1% | $1,401 | 加仓 |
| OGN | ORGANON & CO | $6.86万 | 0.01% | 5,065 | 205 | 4.2% | $2,776 | 加仓 |
| MTN | VAIL RESORTS INC | $6.83万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $6.83万 | 0.01% | 6,429 | 5,980 | 1,331.8% | $6.35万 | 加仓 |
| IGV | ISHARES TR | $6.79万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $6.78万 | 0.01% | 1,611 | -471 | -22.6% | -$1.98万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $6.77万 | 0.01% | 1,472 | 5 | 0.3% | $230 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $6.75万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $6.72万 | 0.01% | 630 | -93 | -12.9% | -$9,916 | 减仓 |
| NTST | NETSTREIT CORP | $6.71万 | 0.01% | 3,176 | -29 | -0.9% | -$613 | 减仓 |
| PRG | PROG HOLDINGS INC | $6.71万 | 0.01% | 1,439 | -2 | -0.1% | -$93 | 减仓 |
| DAN | DANA INC | $6.70万 | 0.01% | 2,462 | 2 | 0.1% | $54 | 加仓 |
| KWR | QUAKER HOUGHTON | $6.69万 | 0.01% | 421 | 12 | 2.9% | $1,906 | 加仓 |
| ADC | AGREE RLTY CORP | $6.66万 | 0.01% | 879 | -297 | -25.3% | -$2.25万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $6.65万 | 0.01% | 3,924 | 1,161 | 42.0% | $1.97万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $6.65万 | 0.01% | 899 | 19 | 2.2% | $1,405 | 加仓 |
| VFH | VANGUARD WORLD FD | $6.63万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $6.63万 | 0.01% | 5,943 | 1,129 | 23.5% | $1.26万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $6.63万 | 0.01% | 806 | -1,761 | -68.6% | -$14.48万 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $6.62万 | 0.01% | 2,178 | 42 | 2.0% | $1,277 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $6.62万 | 0.01% | 790 | 232 | 41.6% | $1.94万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $6.60万 | 0.01% | 3,090 | 225 | 7.9% | $4,806 | 加仓 |
| NMIH | NMI HLDGS INC | $6.59万 | 0.01% | 1,605 | -410 | -20.3% | -$1.68万 | 减仓 |