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 |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | $6.58万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $6.58万 | 0.01% | 1,204 | 203 | 20.3% | $1.11万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $6.57万 | 0.01% | 3,618 | 145 | 4.2% | $2,635 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $6.57万 | 0.01% | 2,177 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $6.54万 | 0.01% | 1,266 | 1,266 | — | $6.54万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $6.54万 | 0.01% | 11,319 | 359 | 3.3% | $2,075 | 加仓 |
| EVH | EVOLENT HEALTH INC | $6.52万 | 0.01% | 12,037 | 8,946 | 289.4% | $4.85万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $6.52万 | 0.01% | 734 | -51 | -6.5% | -$4,532 | 减仓 |
| PLAB | PHOTRONICS INC | $6.51万 | 0.01% | 2,000 | 62 | 3.2% | $2,017 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $6.51万 | 0.01% | 6,316 | 593 | 10.4% | $6,108 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $6.49万 | 0.01% | 854 | 524 | 158.8% | $3.98万 | 加仓 |
| DNOW | DNOW INC | $6.49万 | 0.01% | 5,004 | 1,118 | 28.8% | $1.45万 | 加仓 |
| AI | C3 AI INC | $6.48万 | 0.01% | 7,132 | 5,980 | 519.1% | $5.44万 | 加仓 |
| OXLC | OXFORD LANE CAP CORP | $6.47万 | 0.01% | 7,381 | 1,124 | 18.0% | $9,846 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $6.43万 | 0.01% | 7,561 | 22 | 0.3% | $187 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $6.42万 | 0.01% | 2,175 | -295 | -11.9% | -$8,703 | 减仓 |
| SARO | STANDARDAERO INC | $6.41万 | 0.01% | 2,144 | 1,987 | 1,265.6% | $5.94万 | 加仓 |
| CDW | CDW CORP | $6.39万 | 0.01% | 454 | 59 | 14.9% | $8,298 | 加仓 |
| AZTA | AZENTA INC | $6.38万 | 0.01% | 2,500 | 1,651 | 194.5% | $4.21万 | 加仓 |
| BOXX | EA SERIES TRUST | $6.35万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $6.33万 | 0.01% | 1,282 | -969 | -43.0% | -$4.78万 | 减仓 |
| ATEX | ANTERIX INC | $6.30万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $6.29万 | 0.01% | 681 | -9 | -1.3% | -$832 | 减仓 |
| NJR | NEW JERSEY RES CORP | $6.27万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $6.24万 | 0.01% | 1,092 | 919 | 531.2% | $5.25万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $6.24万 | 0.01% | 5,841 | 94 | 1.6% | $1,004 | 加仓 |
| SSL | SASOL LTD | $6.24万 | 0.01% | 6,352 | 6,110 | 2,524.8% | $6.00万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $6.23万 | 0.01% | 662 | 1 | 0.2% | $94 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $6.21万 | 0.01% | 739 | -100 | -11.9% | -$8,406 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $6.21万 | 0.01% | 1,317 | 9 | 0.7% | $424 | 加仓 |
| STVN | STEVANATO GROUP S P A | $6.19万 | 0.01% | 3,426 | 1,558 | 83.4% | $2.82万 | 加仓 |
| KAI | KADANT INC | $6.19万 | 0.01% | 197 | 14 | 7.7% | $4,399 | 加仓 |
| TRMK | TRUSTMARK CORP | $6.17万 | 0.01% | 1,341 | 32 | 2.4% | $1,472 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6.16万 | 0.01% | 3,581 | 327 | 10.0% | $5,624 | 加仓 |
| PSA | PUBLIC STORAGE | $6.14万 | 0.01% | 193 | 8 | 4.3% | $2,546 | 加仓 |
| SHAK | SHAKE SHACK INC | $6.13万 | 0.01% | 1,095 | 407 | 59.2% | $2.28万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $6.12万 | 0.01% | 1,382 | -47 | -3.3% | -$2,080 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $6.10万 | 0.01% | 1,834 | 88 | 5.0% | $2,926 | 加仓 |
| RELY | REMITLY GLOBAL INC | $6.08万 | 0.01% | 2,713 | 2,713 | — | $6.08万 | 新建仓 |
| LZB | LA Z BOY INC | $6.08万 | 0.01% | 1,515 | 42 | 2.9% | $1,685 | 加仓 |
| CYTK | CYTOKINETICS INC | $6.07万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6.07万 | 0.01% | 1,217 | -611 | -33.4% | -$3.05万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $6.06万 | 0.01% | 540 | 318 | 143.2% | $3.57万 | 加仓 |
| RHI | ROBERT HALF INC. | $6.05万 | 0.01% | 1,970 | 538 | 37.6% | $1.65万 | 加仓 |
| MDB | MONGODB INC | $6.05万 | 0.01% | 180 | -4 | -2.2% | -$1,344 | 减仓 |
| EVRG | EVERGY INC | $6.05万 | 0.01% | 700 | -6 | -0.8% | -$518 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $6.04万 | 0.01% | 764 | 15 | 2.0% | $1,186 | 加仓 |
| WAFD | WAFD INC | $6.03万 | 0.01% | 1,572 | 34 | 2.2% | $1,305 | 加仓 |
| DG | DOLLAR GEN CORP | $6.02万 | 0.01% | 523 | 45 | 9.4% | $5,180 | 加仓 |
| DGII | DIGI INTL INC | $6.02万 | 0.01% | 803 | 21 | 2.7% | $1,574 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.01万 | 0.01% | 10,339 | 1,448 | 16.3% | $8,413 | 加仓 |
| ESS | ESSEX PPTY TR INC | $6.01万 | 0.01% | 206 | -27 | -11.6% | -$7,873 | 减仓 |
| PRGO | PERRIGO CO PLC | $5.98万 | 0.01% | 5,760 | 3,303 | 134.4% | $3.43万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $5.96万 | 0.01% | 4,454 | 211 | 5.0% | $2,825 | 加仓 |
| ADNT | ADIENT PLC | $5.93万 | 0.01% | 3,228 | 50 | 1.6% | $919 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $5.93万 | 0.01% | 500 | -7 | -1.4% | -$830 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $5.92万 | 0.01% | 483 | -70 | -12.7% | -$8,574 | 减仓 |
| CVI | CVR ENERGY INC | $5.91万 | 0.01% | 2,145 | -186 | -8.0% | -$5,122 | 减仓 |
| IOSP | INNOSPEC INC | $5.89万 | 0.01% | 724 | 17 | 2.4% | $1,384 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $5.87万 | 0.01% | 1,264 | 35 | 2.8% | $1,624 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $5.86万 | 0.01% | 3,112 | -2 | -0.1% | -$38 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $5.86万 | 0.01% | 1,939 | 44 | 2.3% | $1,329 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $5.85万 | 0.01% | 1,975 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $5.84万 | 0.01% | 2,754 | 12 | 0.4% | $255 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5.84万 | 0.01% | 707 | -4,994 | -87.6% | -$41.28万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $5.84万 | 0.01% | 4,306 | 14 | 0.3% | $190 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $5.82万 | 0.01% | 781 | -6 | -0.8% | -$447 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $5.81万 | 0.01% | 498 | 18 | 3.8% | $2,101 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $5.80万 | 0.01% | 1,117 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $5.80万 | 0.01% | 437 | 24 | 5.8% | $3,183 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $5.76万 | 0.01% | 3,128 | 608 | 24.1% | $1.12万 | 加仓 |
| TBBK | BANCORP INC DEL | $5.73万 | 0.01% | 915 | 34 | 3.9% | $2,130 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $5.73万 | 0.01% | 780 | 631 | 423.5% | $4.63万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $5.73万 | 0.01% | 5,065 | 180 | 3.7% | $2,036 | 加仓 |
| XPEV | XPENG INC | $5.71万 | 0.01% | 4,313 | -55 | -1.3% | -$728 | 减仓 |
| MTUS | METALLUS INC | $5.71万 | 0.01% | 3,054 | 9 | 0.3% | $168 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $5.69万 | 0.01% | 687 | 7 | 1.0% | $579 | 加仓 |
| DOLE | DOLE PLC | $5.68万 | 0.01% | 4,140 | 2,175 | 110.7% | $2.98万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $5.68万 | 0.01% | 4,450 | -3,000 | -40.3% | -$3.83万 | 减仓 |
| WINA | WINMARK CORP | $5.67万 | 0.01% | 134 | 37 | 38.1% | $1.57万 | 加仓 |
| AKR | ACADIA RLTY TR | $5.66万 | 0.01% | 2,706 | 60 | 2.3% | $1,255 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $5.66万 | 0.01% | 658 | -4 | -0.6% | -$344 | 减仓 |
| KN | KNOWLES CORP | $5.65万 | 0.01% | 1,363 | 39 | 2.9% | $1,618 | 加仓 |
| CENX | CENTURY ALUM CO | $5.63万 | 0.01% | 1,223 | -11 | -0.9% | -$506 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $5.62万 | 0.01% | 1,078 | 8 | 0.7% | $417 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $5.62万 | 0.01% | 4,335 | 578 | 15.4% | $7,491 | 加仓 |
| HZO | MARINEMAX INC | $5.62万 | 0.01% | 1,534 | 10 | 0.7% | $366 | 加仓 |
| MTB | M & T BK CORP | $5.62万 | 0.01% | 236 | 6 | 2.6% | $1,428 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $5.60万 | 0.01% | 6,859 | -613 | -8.2% | -$5,008 | 减仓 |
| FUTU | FUTU HLDGS LTD | $5.59万 | 0.01% | 596 | 115 | 23.9% | $1.08万 | 加仓 |
| CSL | CARLISLE COS INC | $5.59万 | 0.01% | 154 | 6 | 4.1% | $2,177 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $5.58万 | 0.01% | 298 | 225 | 308.2% | $4.21万 | 加仓 |
| DORM | DORMAN PRODS INC | $5.58万 | 0.01% | 409 | 296 | 261.9% | $4.04万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $5.58万 | 0.01% | 697 | 31 | 4.7% | $2,481 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $5.58万 | 0.01% | 3,507 | -163 | -4.4% | -$2,592 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP | $5.58万 | 0.01% | 1,255 | 27 | 2.2% | $1,200 | 加仓 |
| ROKU | ROKU INC | $5.55万 | 0.01% | 402 | -8 | -2.0% | -$1,105 | 减仓 |
| PRTA | PROTHENA CORP PLC | $5.55万 | 0.01% | 5,668 | 0 | 0.0% | — | 不变 |
| KARO | KAROOOOO LTD | $5.55万 | 0.01% | 1,124 | 70 | 6.6% | $3,455 | 加仓 |
| ITRI | ITRON INC | $5.54万 | 0.01% | 640 | -286 | -30.9% | -$2.47万 | 减仓 |