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 |
|---|---|---|---|---|---|---|---|---|
| CWT | CALIFORNIA WTR SVC GROUP | $4.17万 | 0.00% | 919 | -1,259 | -57.8% | -$5.71万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $4.17万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $4.15万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $4.15万 | 0.00% | 550 | 210 | 61.8% | $1.58万 | 加仓 |
| WINA | WINMARK CORP | $4.15万 | 0.00% | 97 | 22 | 29.3% | $9,406 | 加仓 |
| VHT | VANGUARD WORLD FD | $4.14万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $4.13万 | 0.00% | 1,209 | 43 | 3.7% | $1,471 | 加仓 |
| PRG | PROG HOLDINGS INC | $4.13万 | 0.00% | 1,441 | 128 | 9.7% | $3,672 | 加仓 |
| AEG | AEGON LTD | $4.13万 | 0.00% | 5,690 | 1,629 | 40.1% | $1.18万 | 加仓 |
| BGS | B & G FOODS INC | $4.13万 | 0.00% | 8,578 | -1,320 | -13.3% | -$6,349 | 减仓 |
| HZO | MARINEMAX INC | $4.12万 | 0.00% | 1,524 | 23 | 1.5% | $622 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $4.12万 | 0.00% | 6,870 | 6,826 | 15,513.6% | $4.10万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $4.11万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| NBXG | NEUBERGER NEXT GENERATION | $4.11万 | 0.00% | 3,197 | 1,583 | 98.1% | $2.04万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $4.11万 | 0.00% | 689 | 18 | 2.7% | $1,074 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $4.11万 | 0.00% | 4,383 | 228 | 5.5% | $2,136 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4.09万 | 0.00% | 1,035 | -164 | -13.7% | -$6,481 | 减仓 |
| KFY | KORN FERRY | $4.07万 | 0.00% | 646 | -980 | -60.3% | -$6.17万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.04万 | 0.00% | 910 | 63 | 7.4% | $2,800 | 加仓 |
| EVTC | EVERTEC INC | $4.04万 | 0.00% | 1,432 | 695 | 94.3% | $1.96万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $4.03万 | 0.00% | 1,808 | 501 | 38.3% | $1.12万 | 加仓 |
| SIZE | ISHARES TR | $4.02万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $4.01万 | 0.00% | 453 | -752 | -62.4% | -$6.65万 | 减仓 |
| — | SELECT MED HLDGS CORP | $4.00万 | 0.00% | 2,457 | 118 | 5.0% | $1,922 | 加仓 |
| BOH | BANK HAWAII CORP | $4.00万 | 0.00% | 539 | 53 | 10.9% | $3,935 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $4.00万 | 0.00% | 4,436 | 1,398 | 46.0% | $1.26万 | 加仓 |
| AVNT | AVIENT CORPORATION | $3.99万 | 0.00% | 1,098 | 6 | 0.5% | $218 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $3.97万 | 0.00% | 762 | -797 | -51.1% | -$4.15万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3.96万 | 0.00% | 711 | -33 | -4.4% | -$1,836 | 减仓 |
| — | GLADSTONE CAP CORP | $3.96万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $3.94万 | 0.00% | 1,114 | 237 | 27.0% | $8,380 | 加仓 |
| WDAY | WORKDAY INC | $3.92万 | 0.00% | 302 | -152 | -33.5% | -$1.97万 | 减仓 |
| RXO | RXO INC | $3.90万 | 0.00% | 2,668 | 1,057 | 65.6% | $1.55万 | 加仓 |
| EZPW | EZCORP INC | $3.90万 | 0.00% | 1,536 | 52 | 3.5% | $1,320 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $3.90万 | 0.00% | 732 | 58 | 8.6% | $3,087 | 加仓 |
| ATRC | ATRICURE INC | $3.89万 | 0.00% | 1,362 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $3.88万 | 0.00% | 778 | 773 | 15,460.0% | $3.86万 | 加仓 |
| ROKU | ROKU INC | $3.88万 | 0.00% | 410 | 13 | 3.3% | $1,230 | 加仓 |
| HQY | HEALTHEQUITY INC | $3.88万 | 0.00% | 464 | 10 | 2.2% | $836 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $3.88万 | 0.00% | 414 | -104 | -20.1% | -$9,740 | 减仓 |
| ACT | ENACT HLDGS INC | $3.88万 | 0.00% | 950 | 24 | 2.6% | $979 | 加仓 |
| MAS | MASCO CORP | $3.88万 | 0.00% | 642 | 24 | 3.9% | $1,449 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $3.87万 | 0.00% | 3,144 | -57 | -1.8% | -$702 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $3.87万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.86万 | 0.00% | 1,158 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.86万 | 0.00% | 629 | 99 | 18.7% | $6,069 | 加仓 |
| KIM | KIMCO REALTY CORP | $3.85万 | 0.00% | 1,712 | 36 | 2.1% | $809 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $3.84万 | 0.00% | 2,579 | -405 | -13.6% | -$6,026 | 减仓 |
| UNM | UNUM GROUP | $3.83万 | 0.00% | 524 | 54 | 11.5% | $3,944 | 加仓 |
| VC | VISTEON CORP | $3.81万 | 0.00% | 418 | -11 | -2.6% | -$1,002 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $3.80万 | 0.00% | 6,010 | 4,046 | 206.0% | $2.56万 | 加仓 |
| DLO | DLOCAL LTD | $3.79万 | 0.00% | 2,925 | 603 | 26.0% | $7,821 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $3.79万 | 0.00% | 492 | 204 | 70.8% | $1.57万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $3.78万 | 0.00% | 243 | 13 | 5.7% | $2,022 | 加仓 |
| DGII | DIGI INTL INC | $3.77万 | 0.00% | 782 | 36 | 4.8% | $1,735 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $3.76万 | 0.00% | 1,687 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $3.76万 | 0.00% | 601 | -3 | -0.5% | -$188 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $3.75万 | 0.00% | 2,801 | 117 | 4.4% | $1,565 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3.73万 | 0.00% | 199 | 27 | 15.7% | $5,056 | 加仓 |
| VCEL | VERICEL CORP | $3.72万 | 0.00% | 1,156 | -52 | -4.3% | -$1,673 | 减仓 |
| DOCU | DOCUSIGN INC | $3.69万 | 0.00% | 779 | 108 | 16.1% | $5,120 | 加仓 |
| SR | SPIRE INC | $3.69万 | 0.00% | 407 | 3 | 0.7% | $272 | 加仓 |
| PPLI | IAC INC | $3.68万 | 0.00% | 919 | 807 | 720.5% | $3.23万 | 加仓 |
| WIX | WIX COM LTD | $3.67万 | 0.00% | 408 | -6 | -1.4% | -$540 | 减仓 |
| GFI | GOLD FIELDS LTD | $3.67万 | 0.00% | 809 | -45 | -5.3% | -$2,043 | 减仓 |
| EVR | EVERCORE INC | $3.67万 | 0.00% | 123 | 2 | 1.7% | $597 | 加仓 |
| CIEN | CIENA CORP | $3.65万 | 0.00% | 94 | 20 | 27.0% | $7,765 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $3.65万 | 0.00% | 9,446 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $3.64万 | 0.00% | 717 | 80 | 12.6% | $4,065 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $3.64万 | 0.00% | 813 | -69 | -7.8% | -$3,088 | 减仓 |
| RHI | ROBERT HALF INC. | $3.64万 | 0.00% | 1,432 | -3,113 | -68.5% | -$7.91万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $3.63万 | 0.00% | 697 | -21 | -2.9% | -$1,095 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $3.63万 | 0.00% | 3,067 | 55 | 1.8% | $652 | 加仓 |
| HAFC | HANMI FINL CORP | $3.62万 | 0.00% | 1,375 | 10 | 0.7% | $264 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $3.61万 | 0.00% | 1,067 | -27 | -2.5% | -$914 | 减仓 |
| CARE | CARTER BANKSHARES INC | $3.61万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $3.61万 | 0.00% | 2,391 | -1,084 | -31.2% | -$1.63万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $3.60万 | 0.00% | 1,111 | 968 | 676.9% | $3.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3.60万 | 0.00% | 789 | 789 | — | $3.60万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $3.60万 | 0.00% | 1,168 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $3.59万 | 0.00% | 543 | 543 | — | $3.59万 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $3.59万 | 0.00% | 583 | 11 | 1.9% | $677 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.59万 | 0.00% | 1,849 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $3.58万 | 0.00% | 409 | 55 | 15.5% | $4,818 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $3.58万 | 0.00% | 687 | 1 | 0.1% | $52 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3.57万 | 0.00% | 1,069 | -171 | -13.8% | -$5,711 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $3.54万 | 0.00% | 1,750 | 58 | 3.4% | $1,173 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.53万 | 0.00% | 236 | 29 | 14.0% | $4,341 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $3.53万 | 0.00% | 2,965 | 114 | 4.0% | $1,357 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $3.53万 | 0.00% | 6,051 | 181 | 3.1% | $1,055 | 加仓 |
| STAA | STAAR SURGICAL CO | $3.53万 | 0.00% | 1,886 | 56 | 3.1% | $1,047 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $3.52万 | 0.00% | 962 | 31 | 3.3% | $1,136 | 加仓 |
| BCO | BRINKS CO | $3.52万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $3.52万 | 0.00% | 1,150 | 36 | 3.2% | $1,102 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $3.52万 | 0.00% | 3,205 | 1,975 | 160.6% | $2.17万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $3.52万 | 0.00% | 109 | -692 | -86.4% | -$22.33万 | 减仓 |
| MCS | MARCUS CORP DEL | $3.52万 | 0.00% | 2,048 | -1,458 | -41.6% | -$2.50万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3.50万 | 0.00% | 232 | 55 | 31.1% | $8,295 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $3.49万 | 0.00% | 1,378 | 186 | 15.6% | $4,710 | 加仓 |
| KSS | KOHLS CORP | $3.48万 | 0.00% | 2,701 | 552 | 25.7% | $7,121 | 加仓 |