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 |
|---|---|---|---|---|---|---|---|---|
| RYN | RAYONIER INC | $3.48万 | 0.00% | 1,688 | 1,688 | — | $3.48万 | 新建仓 |
| QCRH | QCR HLDGS INC | $3.48万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $3.48万 | 0.00% | 312 | -56 | -15.2% | -$6,240 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.48万 | 0.00% | 833 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $3.47万 | 0.00% | 502 | -76 | -13.1% | -$5,260 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $3.47万 | 0.00% | 3,854 | 741 | 23.8% | $6,676 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $3.47万 | 0.00% | 3,204 | 167 | 5.5% | $1,807 | 加仓 |
| INSP | INSPIRE MED SYS INC | $3.46万 | 0.00% | 670 | 52 | 8.4% | $2,682 | 加仓 |
| — | AVALONBAY CMNTYS INC | $3.45万 | 0.00% | 211 | -2 | -0.9% | -$327 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3.43万 | 0.00% | 331 | 278 | 524.5% | $2.88万 | 加仓 |
| NVAX | NOVAVAX INC | $3.42万 | 0.00% | 4,202 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP | $3.42万 | 0.00% | 1,741 | 114 | 7.0% | $2,237 | 加仓 |
| WS | WORTHINGTON STL INC | $3.41万 | 0.00% | 1,125 | 11 | 1.0% | $334 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY I | $3.41万 | 0.00% | 9,076 | 2,662 | 41.5% | $1.00万 | 加仓 |
| MTDR | MATADOR RES CO | $3.41万 | 0.00% | 540 | -52 | -8.8% | -$3,285 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $3.41万 | 0.00% | 1,485 | 1,485 | — | $3.41万 | 新建仓 |
| KN | KNOWLES CORP | $3.40万 | 0.00% | 1,324 | 116 | 9.6% | $2,979 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $3.40万 | 0.00% | 852 | 742 | 674.5% | $2.96万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $3.39万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $3.39万 | 0.00% | 1,309 | 81 | 6.6% | $2,098 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3.39万 | 0.00% | 1,149 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $3.38万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $3.38万 | 0.00% | 1,003 | 90 | 9.9% | $3,029 | 加仓 |
| FOXA | FOX CORP | $3.36万 | 0.00% | 576 | 86 | 17.6% | $5,022 | 加仓 |
| BFS | SAUL CTRS INC | $3.36万 | 0.00% | 1,032 | 7 | 0.7% | $228 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $3.36万 | 0.00% | 1,028 | -53 | -4.9% | -$1,731 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $3.35万 | 0.00% | 3,291 | -265 | -7.5% | -$2,700 | 减仓 |
| — | VERIS RESIDENTIAL INC | $3.33万 | 0.00% | 1,767 | 81 | 4.8% | $1,528 | 加仓 |
| GGB | GERDAU SA | $3.33万 | 0.00% | 9,232 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $3.33万 | 0.00% | 273 | 33 | 13.8% | $4,023 | 加仓 |
| UGI | UGI CORP NEW | $3.33万 | 0.00% | 913 | 189 | 26.1% | $6,883 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $3.31万 | 0.00% | 2,156 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC | $3.31万 | 0.00% | 1,069 | -93 | -8.0% | -$2,882 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $3.31万 | 0.00% | 3,483 | -1 | -0.0% | -$10 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $3.31万 | 0.00% | 1,178 | -258 | -18.0% | -$7,252 | 减仓 |
| SAIA | SAIA INC | $3.30万 | 0.00% | 94 | -13 | -12.1% | -$4,567 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.30万 | 0.00% | 455 | 38 | 9.1% | $2,757 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $3.30万 | 0.00% | 533 | 18 | 3.5% | $1,115 | 加仓 |
| HYD | VANECK ETF TRUST | $3.29万 | 0.00% | 657 | 530 | 417.3% | $2.66万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $3.29万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $3.29万 | 0.00% | 2,662 | 1,729 | 185.3% | $2.14万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $3.28万 | 0.00% | 343 | 36 | 11.7% | $3,442 | 加仓 |
| TILE | INTERFACE INC | $3.28万 | 0.00% | 1,315 | 119 | 9.9% | $2,965 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $3.27万 | 0.00% | 600 | 29 | 5.1% | $1,578 | 加仓 |
| MXL | MAXLINEAR INC | $3.25万 | 0.00% | 1,871 | 72 | 4.0% | $1,252 | 加仓 |
| BANR | BANNER CORP | $3.25万 | 0.00% | 535 | -223 | -29.4% | -$1.35万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $3.24万 | 0.00% | 490 | 134 | 37.6% | $8,859 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $3.24万 | 0.00% | 1,989 | 269 | 15.6% | $4,377 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $3.23万 | 0.00% | 1,262 | -310 | -19.7% | -$7,945 | 减仓 |
| VTRS | VIATRIS INC | $3.23万 | 0.00% | 2,388 | 482 | 25.3% | $6,511 | 加仓 |
| HNGE | HINGE HEALTH INC | $3.22万 | 0.00% | 835 | 301 | 56.4% | $1.16万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $3.22万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $3.21万 | 0.00% | 3,249 | 678 | 26.4% | $6,699 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $3.19万 | 0.00% | 2,529 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $3.18万 | 0.00% | 492 | -202 | -29.1% | -$1.31万 | 减仓 |
| MOG/A | MOOG INC | $3.16万 | 0.00% | 108 | -593 | -84.6% | -$17.35万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $3.16万 | 0.00% | 974 | 716 | 277.5% | $2.32万 | 加仓 |
| VITL | VITAL FARMS INC | $3.16万 | 0.00% | 2,235 | 1,226 | 121.5% | $1.73万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $3.15万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3.14万 | 0.00% | 182 | 4 | 2.2% | $691 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $3.13万 | 0.00% | 155 | 31 | 25.0% | $6,251 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3.13万 | 0.00% | 1,187 | 109 | 10.1% | $2,870 | 加仓 |
| PRLB | PROTO LABS INC | $3.12万 | 0.00% | 547 | 39 | 7.7% | $2,224 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $3.12万 | 0.00% | 1,751 | -408 | -18.9% | -$7,258 | 减仓 |
| CPNG | COUPANG INC | $3.11万 | 0.00% | 1,647 | -8,422 | -83.6% | -$15.90万 | 减仓 |
| UPWK | UPWORK INC | $3.10万 | 0.00% | 2,833 | 374 | 15.2% | $4,099 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $3.10万 | 0.00% | 823 | 175 | 27.0% | $6,590 | 加仓 |
| BKE | BUCKLE INC | $3.10万 | 0.00% | 615 | -189 | -23.5% | -$9,518 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $3.09万 | 0.00% | 851 | -5,961 | -87.5% | -$21.64万 | 减仓 |
| PNR | PENTAIR PLC | $3.08万 | 0.00% | 354 | -1,510 | -81.0% | -$13.15万 | 减仓 |
| KVUE | KENVUE INC | $3.08万 | 0.00% | 1,788 | 153 | 9.4% | $2,638 | 加仓 |
| HOPE | HOPE BANCORP INC | $3.07万 | 0.00% | 2,750 | 160 | 6.2% | $1,787 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $3.07万 | 0.00% | 4,458 | 128 | 3.0% | $882 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $3.06万 | 0.00% | 906 | 30 | 3.4% | $1,015 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.06万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $3.06万 | 0.00% | 1,004 | 1,004 | — | $3.06万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $3.06万 | 0.00% | 2,037 | 66 | 3.3% | $991 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.06万 | 0.00% | 288 | 10 | 3.6% | $1,062 | 加仓 |
| MSIF | MSC INCOME FUND INC | $3.04万 | 0.00% | 2,500 | 834 | 50.1% | $1.02万 | 加仓 |
| MMSI | MERIT MED SYS INC | $3.02万 | 0.00% | 438 | -837 | -65.6% | -$5.77万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $3.01万 | 0.00% | 84 | 53 | 171.0% | $1.90万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $3.01万 | 0.00% | 1,229 | 1,124 | 1,070.5% | $2.76万 | 加仓 |
| DTE | DTE ENERGY CO | $3.01万 | 0.00% | 206 | -3 | -1.4% | -$439 | 减仓 |
| IDEV | ISHARES TR | $3.00万 | 0.00% | 359 | 191 | 113.7% | $1.60万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $2.98万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $2.96万 | 0.00% | 1,686 | 164 | 10.8% | $2,881 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $2.96万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $2.96万 | 0.00% | 86 | 21 | 32.3% | $7,224 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $2.96万 | 0.00% | 1,800 | -444 | -19.8% | -$7,290 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.96万 | 0.00% | 222 | 41 | 22.7% | $5,458 | 加仓 |
| RBLX | ROBLOX CORP | $2.95万 | 0.00% | 521 | 336 | 181.6% | $1.90万 | 加仓 |
| LZ | LEGALZOOM COM INC | $2.94万 | 0.00% | 5,183 | 5,183 | — | $2.94万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $2.93万 | 0.00% | 820 | 23 | 2.9% | $821 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $2.92万 | 0.00% | 583 | 191 | 48.7% | $9,580 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $2.92万 | 0.00% | 1,113 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $2.91万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2.91万 | 0.00% | 4,860 | -2,275 | -31.9% | -$1.36万 | 减仓 |
| ALCO | ALICO INC | $2.91万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $2.91万 | 0.00% | 216 | 171 | 380.0% | $2.30万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $2.90万 | 0.00% | 3,412 | 345 | 11.2% | $2,929 | 加仓 |