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 |
|---|---|---|---|---|---|---|---|---|
| MMT | ABERDEEN MULTI-MARKET INCOME | $4.77万 | 0.00% | 10,833 | 4,874 | 81.8% | $2.14万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $4.76万 | 0.00% | 772 | 16 | 2.1% | $988 | 加仓 |
| TILE | INTERFACE INC | $4.76万 | 0.00% | 1,329 | 14 | 1.1% | $502 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $4.74万 | 0.00% | 465 | 164 | 54.5% | $1.67万 | 加仓 |
| STPZ | PIMCO ETF TR | $4.73万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $4.72万 | 0.00% | 441 | 3 | 0.7% | $321 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4.71万 | 0.00% | 308 | 3 | 1.0% | $459 | 加仓 |
| WRBY | WARBY PARKER INC | $4.71万 | 0.00% | 1,551 | -3,924 | -71.7% | -$11.91万 | 重新持有 |
| PBI | PITNEY BOWES INC | $4.70万 | 0.00% | 2,683 | 67 | 2.6% | $1,174 | 加仓 |
| UNM | UNUM GROUP | $4.68万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $4.68万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $4.67万 | 0.00% | 196 | -3 | -1.5% | -$715 | 减仓 |
| THRM | GENTHERM INC | $4.67万 | 0.00% | 1,368 | 434 | 46.5% | $1.48万 | 加仓 |
| BKE | BUCKLE INC | $4.66万 | 0.00% | 1,105 | 490 | 79.7% | $2.07万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $4.66万 | 0.00% | 3,086 | 13 | 0.4% | $196 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $4.65万 | 0.00% | 1,808 | 426 | 30.8% | $1.10万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $4.65万 | 0.00% | 700 | -70 | -9.1% | -$4,649 | 减仓 |
| MDU | MDU RES GROUP INC | $4.64万 | 0.00% | 2,186 | 170 | 8.4% | $3,606 | 加仓 |
| COCO | VITA COCO CO INC | $4.63万 | 0.00% | 700 | 700 | — | $4.63万 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4.62万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $4.62万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.61万 | 0.00% | 1,299 | -13 | -1.0% | -$462 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $4.61万 | 0.00% | 350 | 7 | 2.0% | $921 | 加仓 |
| IMKTA | INGLES MKTS INC | $4.61万 | 0.00% | 520 | 5 | 1.0% | $443 | 加仓 |
| VSTS | VESTIS CORPORATION | $4.60万 | 0.00% | 3,168 | 51 | 1.6% | $741 | 加仓 |
| HLIT | HARMONIC INC | $4.60万 | 0.00% | 2,816 | 56 | 2.0% | $914 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $4.59万 | 0.00% | 877 | 277 | 46.2% | $1.45万 | 加仓 |
| NXT | NEXTPOWER INC | $4.59万 | 0.00% | 385 | -161 | -29.5% | -$1.92万 | 减仓 |
| PRLB | PROTO LABS INC | $4.58万 | 0.00% | 562 | 15 | 2.7% | $1,223 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $4.58万 | 0.00% | 3,386 | -725 | -17.6% | -$9,808 | 减仓 |
| BOH | BANK HAWAII CORP | $4.58万 | 0.00% | 562 | 23 | 4.3% | $1,874 | 加仓 |
| VEEV | VEEVA SYS INC | $4.58万 | 0.00% | 258 | 177 | 218.5% | $3.14万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $4.58万 | 0.00% | 3,140 | 2,996 | 2,080.6% | $4.37万 | 加仓 |
| EDV | VANGUARD WORLD FD | $4.56万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4.54万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $4.54万 | 0.00% | 808 | 389 | 92.8% | $2.19万 | 加仓 |
| SONO | SONOS INC | $4.54万 | 0.00% | 3,355 | 51 | 1.5% | $690 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4.54万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $4.54万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $4.53万 | 0.00% | 681 | 35 | 5.4% | $2,330 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $4.53万 | 0.00% | 1,265 | 1,265 | — | $4.53万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $4.53万 | 0.00% | 1,708 | -6 | -0.4% | -$159 | 减仓 |
| WDAY | WORKDAY INC | $4.53万 | 0.00% | 370 | 68 | 22.5% | $8,324 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $4.53万 | 0.00% | 3,954 | 100 | 2.6% | $1,145 | 加仓 |
| GPN | GLOBAL PMTS INC | $4.52万 | 0.00% | 623 | -21 | -3.3% | -$1,524 | 减仓 |
| SEZL | SEZZLE INC | $4.51万 | 0.00% | 263 | 10 | 4.0% | $1,716 | 加仓 |
| ODD | ODDITY TECH LTD | $4.51万 | 0.00% | 2,983 | 2,983 | — | $4.51万 | 新建仓 |
| LCII | LCI INDS | $4.51万 | 0.00% | 426 | -8 | -1.8% | -$847 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $4.51万 | 0.00% | 7,220 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $4.50万 | 0.00% | 925 | -347 | -27.3% | -$1.69万 | 减仓 |
| SIZE | ISHARES TR | $4.49万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $4.49万 | 0.00% | 3,332 | -36 | -1.1% | -$485 | 减仓 |
| APTV | APTIV PLC | $4.47万 | 0.00% | 729 | 2 | 0.3% | $123 | 加仓 |
| AR | ANTERO RESOURCES CORP | $4.47万 | 0.00% | 1,272 | -225 | -15.0% | -$7,906 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.47万 | 0.00% | 548 | -120 | -18.0% | -$9,781 | 减仓 |
| UTL | UNITIL CORP | $4.46万 | 0.00% | 847 | -17 | -2.0% | -$896 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $4.46万 | 0.00% | 920 | 342 | 59.2% | $1.66万 | 加仓 |
| SDGR | SCHRODINGER INC | $4.46万 | 0.00% | 2,744 | 476 | 21.0% | $7,735 | 加仓 |
| HAFC | HANMI FINL CORP | $4.46万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $4.45万 | 0.00% | 1,905 | 977 | 105.3% | $2.28万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $4.45万 | 0.00% | 1,137 | 1,020 | 871.8% | $3.99万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $4.45万 | 0.00% | 1,969 | 1,759 | 837.6% | $3.97万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $4.45万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $4.44万 | 0.00% | 1,618 | 64 | 4.1% | $1,758 | 加仓 |
| PRDO | PERDOCEO ED CORP | $4.43万 | 0.00% | 1,384 | 684 | 97.7% | $2.19万 | 加仓 |
| — | GLADSTONE CAP CORP | $4.43万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4.41万 | 0.00% | 542 | -100 | -15.6% | -$8,137 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.41万 | 0.00% | 942 | -60 | -6.0% | -$2,809 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $4.41万 | 0.00% | 1,137 | 26 | 2.3% | $1,008 | 加仓 |
| GHM | GRAHAM CORP | $4.39万 | 0.00% | 355 | 355 | — | $4.39万 | 新建仓 |
| COWZ | PACER FDS TR | $4.39万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $4.38万 | 0.00% | 948 | 29 | 3.2% | $1,339 | 加仓 |
| ACT | ENACT HLDGS INC | $4.37万 | 0.00% | 956 | 6 | 0.6% | $274 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4.37万 | 0.00% | 21 | 3 | 16.7% | $6,242 | 加仓 |
| INSP | INSPIRE MED SYS INC | $4.36万 | 0.00% | 978 | 308 | 46.0% | $1.37万 | 加仓 |
| — | ALPHA TEKNOVA INC | $4.36万 | 0.00% | 7,678 | 5,302 | 223.1% | $3.01万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $4.35万 | 0.00% | 3,275 | 1,970 | 151.0% | $2.62万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $4.35万 | 0.00% | 1,484 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $4.35万 | 0.00% | 1,539 | 54 | 3.6% | $1,525 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $4.34万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $4.34万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $4.34万 | 0.00% | 975 | -181 | -15.7% | -$8,053 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4.33万 | 0.00% | 2,398 | 1,492 | 164.7% | $2.70万 | 加仓 |
| MOG/A | MOOG INC | $4.32万 | 0.00% | 102 | -6 | -5.6% | -$2,543 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4.31万 | 0.00% | 1,034 | 1,010 | 4,208.3% | $4.21万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $4.30万 | 0.00% | 260 | 161 | 162.6% | $2.66万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4.29万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | VIRTUS CONVERTIBLE & INCOME | $4.29万 | 0.00% | 2,437 | -142 | -5.5% | -$2,498 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $4.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $4.28万 | 0.00% | 3,145 | 78 | 2.5% | $1,062 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $4.27万 | 0.00% | 1,180 | 470 | 66.2% | $1.70万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $4.27万 | 0.00% | 1,743 | 75 | 4.5% | $1,838 | 加仓 |
| LPG | DORIAN LPG LTD | $4.27万 | 0.00% | 1,227 | 18 | 1.5% | $626 | 加仓 |
| CVE | CENOVUS ENERGY INC | $4.27万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| LBRX | LB PHARMACEUTICALS INC | $4.26万 | 0.00% | 1,314 | 1,314 | — | $4.26万 | 新建仓 |
| PAVE | GLOBAL X FDS | $4.22万 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING INCOME OPPORTUNIT | $4.22万 | 0.00% | 6,496 | -6 | -0.1% | -$39 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $4.21万 | 0.00% | 4,708 | 100 | 2.2% | $894 | 加仓 |
| ICUI | ICU MED INC | $4.21万 | 0.00% | 287 | -53 | -15.6% | -$7,770 | 减仓 |
| EVR | EVERCORE INC | $4.20万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |