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 |
|---|---|---|---|---|---|---|---|---|
| FUL | FULLER H B CO | $5.54万 | 0.01% | 950 | 51 | 5.7% | $2,973 | 加仓 |
| FRPT | FRESHPET INC | $5.53万 | 0.01% | 935 | -298 | -24.2% | -$1.76万 | 减仓 |
| HSY | HERSHEY CO | $5.53万 | 0.01% | 315 | 3 | 1.0% | $526 | 加仓 |
| IYW | ISHARES TR | $5.52万 | 0.01% | 219 | 217 | 10,850.0% | $5.47万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $5.52万 | 0.01% | 26,284 | 3,883 | 17.3% | $8,154 | 加仓 |
| ZTS | ZOETIS INC | $5.52万 | 0.01% | 768 | -617 | -44.5% | -$4.43万 | 减仓 |
| LIT | GLOBAL X FDS | $5.52万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $5.51万 | 0.01% | 285 | 1 | 0.4% | $193 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $5.50万 | 0.01% | 6,732 | 722 | 12.0% | $5,899 | 加仓 |
| IVZ | INVESCO LTD | $5.49万 | 0.01% | 2,081 | -1,790 | -46.2% | -$4.72万 | 减仓 |
| NWL | NEWELL BRANDS INC | $5.49万 | 0.01% | 8,941 | 520 | 6.2% | $3,193 | 加仓 |
| STAA | STAAR SURGICAL CO | $5.48万 | 0.01% | 1,911 | 25 | 1.3% | $717 | 加仓 |
| EZPW | EZCORP INC | $5.48万 | 0.01% | 1,585 | 49 | 3.2% | $1,694 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $5.48万 | 0.01% | 2,092 | 96 | 4.8% | $2,514 | 加仓 |
| SSRM | SSR MINING IN | $5.47万 | 0.01% | 1,935 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $5.47万 | 0.01% | 751 | -3 | -0.4% | -$218 | 减仓 |
| WEN | WENDYS CO | $5.47万 | 0.01% | 6,596 | -1,008 | -13.3% | -$8,356 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $5.46万 | 0.01% | 976 | 14 | 1.5% | $784 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $5.46万 | 0.01% | 4,483 | 100 | 2.3% | $1,218 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $5.46万 | 0.01% | 1,505 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $5.45万 | 0.01% | 868 | 3 | 0.3% | $188 | 加仓 |
| CIEN | CIENA CORP | $5.45万 | 0.01% | 111 | 17 | 18.1% | $8,339 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $5.44万 | 0.01% | 1,192 | 29 | 2.5% | $1,324 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $5.43万 | 0.01% | 744 | 254 | 51.8% | $1.85万 | 加仓 |
| PFF | ISHARES TR | $5.42万 | 0.01% | 1,777 | -839 | -32.1% | -$2.56万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $5.42万 | 0.01% | 832 | -420 | -33.5% | -$2.73万 | 减仓 |
| NGVT | INGEVITY CORP | $5.41万 | 0.01% | 725 | 8 | 1.1% | $597 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.40万 | 0.01% | 11,691 | 147 | 1.3% | $679 | 加仓 |
| WRB | BERKLEY W R CORP | $5.40万 | 0.01% | 765 | -1 | -0.1% | -$71 | 减仓 |
| HTH | HILLTOP HLDGS INC | $5.38万 | 0.01% | 1,387 | 12 | 0.9% | $465 | 加仓 |
| CARG | CARGURUS INC | $5.37万 | 0.01% | 1,574 | -2,621 | -62.5% | -$8.94万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $5.34万 | 0.01% | 1,306 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $5.33万 | 0.01% | 336 | -319 | -48.7% | -$5.06万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $5.32万 | 0.01% | 3,036 | 2,942 | 3,129.8% | $5.15万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $5.31万 | 0.01% | 696 | 7 | 1.0% | $534 | 加仓 |
| ISTB | ISHARES TR | $5.31万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $5.30万 | 0.01% | 788 | -1,414 | -64.2% | -$9.51万 | 减仓 |
| XYL | XYLEM INC | $5.29万 | 0.01% | 448 | -217 | -32.6% | -$2.56万 | 减仓 |
| AWR | AMER STATES WTR CO | $5.29万 | 0.01% | 640 | 27 | 4.4% | $2,231 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $5.29万 | 0.01% | 3,196 | -1 | -0.0% | -$17 | 减仓 |
| AGNC | AGNC INVT CORP | $5.28万 | 0.01% | 4,846 | 86 | 1.8% | $937 | 加仓 |
| LII | LENNOX INTL INC | $5.27万 | 0.01% | 92 | -23 | -20.0% | -$1.32万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $5.26万 | 0.01% | 1,548 | 0 | 0.0% | — | 不变 |
| MSBI | MIDLAND STATES BANCORP INC | $5.25万 | 0.01% | 1,687 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $5.25万 | 0.00% | 1,973 | 595 | 43.2% | $1.58万 | 加仓 |
| CELC | CELCUITY INC | $5.24万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $5.24万 | 0.00% | 381 | 381 | — | $5.24万 | 新建仓 |
| HNI | HNI CORP | $5.24万 | 0.00% | 1,296 | -860 | -39.9% | -$3.48万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5.24万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $5.23万 | 0.00% | 2,573 | 57 | 2.3% | $1,159 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5.23万 | 0.00% | 684 | 1 | 0.1% | $76 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $5.22万 | 0.00% | 5,316 | 225 | 4.4% | $2,209 | 加仓 |
| LAUR | LAUREATE ED INC | $5.20万 | 0.00% | 1,433 | -244 | -14.5% | -$8,862 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $5.19万 | 0.00% | 541 | 2 | 0.4% | $192 | 加仓 |
| PCVX | VAXCYTE INC | $5.17万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $5.16万 | 0.00% | 4,267 | 166 | 4.0% | $2,009 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5.16万 | 0.00% | 392 | -68 | -14.8% | -$8,947 | 减仓 |
| ALLE | ALLEGION PLC | $5.16万 | 0.00% | 367 | -22 | -5.7% | -$3,091 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $5.14万 | 0.00% | 544 | 11 | 2.1% | $1,040 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5.14万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $5.14万 | 0.00% | 358 | 2 | 0.6% | $287 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $5.11万 | 0.00% | 155 | 71 | 84.5% | $2.34万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $5.10万 | 0.00% | 3,376 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.10万 | 0.00% | 564 | 21 | 3.9% | $1,898 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $5.10万 | 0.00% | 195 | -284 | -59.3% | -$7.42万 | 减仓 |
| OLN | OLIN CORP | $5.07万 | 0.00% | 2,557 | 59 | 2.4% | $1,169 | 加仓 |
| TRGP | TARGA RES CORP | $5.07万 | 0.00% | 189 | 8 | 4.4% | $2,145 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $5.06万 | 0.00% | 2,926 | 125 | 4.5% | $2,164 | 加仓 |
| FBK | FB FINL CORP | $5.05万 | 0.00% | 913 | 31 | 3.5% | $1,716 | 加仓 |
| FNV | FRANCO NEV CORP | $5.02万 | 0.00% | 241 | -94 | -28.1% | -$1.96万 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5.02万 | 0.00% | 1,051 | 23 | 2.2% | $1,098 | 加仓 |
| KSS | KOHLS CORP | $5.01万 | 0.00% | 2,829 | 128 | 4.7% | $2,268 | 加仓 |
| LQD | ISHARES TR | $5.00万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $4.98万 | 0.00% | 1,353 | 1,353 | — | $4.98万 | 新建仓 |
| SJM | SMUCKER J M CO | $4.97万 | 0.00% | 442 | 1 | 0.2% | $112 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $4.96万 | 0.00% | 419 | 107 | 34.3% | $1.27万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $4.96万 | 0.00% | 380 | 380 | — | $4.96万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $4.95万 | 0.00% | 341 | 16 | 4.9% | $2,325 | 加仓 |
| INDA | ISHARES TR | $4.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $4.93万 | 0.00% | 124 | 28 | 29.2% | $1.11万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $4.92万 | 0.00% | 1,975 | 6 | 0.3% | $150 | 加仓 |
| LTC | LTC PPTYS INC | $4.92万 | 0.00% | 1,279 | 8 | 0.6% | $308 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $4.90万 | 0.00% | 480 | 421 | 713.6% | $4.30万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.90万 | 0.00% | 1,158 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC | $4.90万 | 0.00% | 1,798 | 667 | 59.0% | $1.82万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $4.90万 | 0.00% | 2,727 | 8 | 0.3% | $144 | 加仓 |
| MLI | MUELLER INDS INC | $4.88万 | 0.00% | 397 | 2 | 0.5% | $246 | 加仓 |
| PINS | PINTEREST INC | $4.88万 | 0.00% | 2,320 | 44 | 1.9% | $925 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $4.88万 | 0.00% | 13,399 | -6 | -0.0% | -$22 | 减仓 |
| AEG | AEGON LTD | $4.87万 | 0.00% | 5,776 | 86 | 1.5% | $726 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4.87万 | 0.00% | 672 | 289 | 75.5% | $2.10万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $4.87万 | 0.00% | 434 | -21 | -4.6% | -$2,356 | 减仓 |
| ESNT | ESSENT GROUP LTD | $4.86万 | 0.00% | 756 | -2,319 | -75.4% | -$14.91万 | 减仓 |
| DASH | DOORDASH INC | $4.85万 | 0.00% | 263 | -152 | -36.6% | -$2.80万 | 减仓 |
| VGNT | VERSIGENT PLC | $4.85万 | 0.00% | 1,155 | 1,155 | — | $4.85万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $4.84万 | 0.00% | 1,873 | -67 | -3.5% | -$1,731 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $4.84万 | 0.00% | 1,254 | 185 | 17.3% | $7,134 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $4.82万 | 0.00% | 185 | -229 | -55.3% | -$5.97万 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC | $4.82万 | 0.00% | 893 | 378 | 73.4% | $2.04万 | 加仓 |
| MCS | MARCUS CORP DEL | $4.80万 | 0.00% | 2,048 | 0 | 0.0% | — | 不变 |