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 |
|---|---|---|---|---|---|---|---|---|
| VICI | VICI PPTYS INC | $4.20万 | 0.00% | 1,581 | 523 | 49.4% | $1.39万 | 加仓 |
| HQY | HEALTHEQUITY INC | $4.19万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION | $4.18万 | 0.00% | 713 | 16 | 2.3% | $939 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $4.17万 | 0.00% | 3,755 | 1,392 | 58.9% | $1.55万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $4.16万 | 0.00% | 7,043 | 6,543 | 1,308.6% | $3.87万 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $4.15万 | 0.00% | 1,152 | -246 | -17.6% | -$8,859 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $4.13万 | 0.00% | 298 | 25 | 9.2% | $3,468 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $4.13万 | 0.00% | 3,560 | 355 | 11.1% | $4,118 | 加仓 |
| AIN | ALBANY INTL CORP | $4.13万 | 0.00% | 554 | 7 | 1.3% | $522 | 加仓 |
| NEO | NEOGENOMICS INC | $4.12万 | 0.00% | 2,822 | 325 | 13.0% | $4,742 | 加仓 |
| SRCE | 1ST SOURCE CORP | $4.10万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $4.08万 | 0.00% | 727 | -35 | -4.6% | -$1,966 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4.07万 | 0.00% | 987 | 987 | — | $4.07万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $4.06万 | 0.00% | 3,983 | 91 | 2.3% | $928 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.06万 | 0.00% | 905 | -5 | -0.5% | -$224 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $4.05万 | 0.00% | 833 | -86 | -9.4% | -$4,184 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $4.03万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $4.03万 | 0.00% | 1,077 | 45 | 4.4% | $1,683 | 加仓 |
| — | SELECT MED HLDGS CORP | $4.03万 | 0.00% | 2,438 | -19 | -0.8% | -$314 | 减仓 |
| FLRN | SPDR SERIES TRUST | $4.02万 | 0.00% | 1,302 | 134 | 11.5% | $4,134 | 加仓 |
| RYZ | RYERSON HLDG CORP | $4.01万 | 0.00% | 1,631 | 1,206 | 283.8% | $2.97万 | 加仓 |
| TALO | TALOS ENERGY INC | $4.01万 | 0.00% | 3,105 | 90 | 3.0% | $1,162 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $4.00万 | 0.00% | 606 | 23 | 3.9% | $1,518 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $4.00万 | 0.00% | 1,113 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $3.99万 | 0.00% | 1,932 | -1,208 | -38.5% | -$2.50万 | 减仓 |
| TRIP | TRIPADVISOR INC | $3.99万 | 0.00% | 2,909 | 2,510 | 629.1% | $3.44万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $3.99万 | 0.00% | 625 | 75 | 13.6% | $4,785 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $3.98万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $3.98万 | 0.00% | 6,772 | -1,048 | -13.4% | -$6,162 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $3.98万 | 0.00% | 1,989 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3.98万 | 0.00% | 1,149 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.98万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $3.97万 | 0.00% | 770 | -189 | -19.7% | -$9,749 | 减仓 |
| GBX | GREENBRIER COS INC | $3.97万 | 0.00% | 810 | 521 | 180.3% | $2.55万 | 加仓 |
| — | LEGGETT & PLATT INC | $3.96万 | 0.00% | 3,385 | 136 | 4.2% | $1,593 | 加仓 |
| QCRH | QCR HLDGS INC | $3.96万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $3.96万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $3.96万 | 0.00% | 4,202 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $3.96万 | 0.00% | 847 | -125 | -12.9% | -$5,840 | 减仓 |
| SDY | SPDR SERIES TRUST | $3.94万 | 0.00% | 259 | 153 | 144.3% | $2.33万 | 加仓 |
| DLO | DLOCAL LTD | $3.93万 | 0.00% | 3,027 | 102 | 3.5% | $1,325 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $3.93万 | 0.00% | 2,585 | 1,415 | 120.9% | $2.15万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $3.92万 | 0.00% | 365 | 153 | 72.2% | $1.64万 | 加仓 |
| RVTY | REVVITY INC | $3.92万 | 0.00% | 352 | -57 | -13.9% | -$6,342 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $3.92万 | 0.00% | 105 | -4 | -3.7% | -$1,491 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.90万 | 0.00% | 1,004 | -460 | -31.4% | -$1.79万 | 减仓 |
| WS | WORTHINGTON STL INC | $3.89万 | 0.00% | 1,158 | 33 | 2.9% | $1,108 | 加仓 |
| AER | AERCAP HOLDINGS NV | $3.88万 | 0.00% | 266 | 80 | 43.0% | $1.17万 | 加仓 |
| VLTO | VERALTO CORP | $3.88万 | 0.00% | 437 | -16 | -3.5% | -$1,419 | 减仓 |
| VTRS | VIATRIS INC | $3.87万 | 0.00% | 2,438 | 50 | 2.1% | $794 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.86万 | 0.00% | 142 | -77 | -35.2% | -$2.09万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $3.86万 | 0.00% | 7,355 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP | $3.86万 | 0.00% | 581 | 46 | 8.6% | $3,056 | 加仓 |
| LEN | LENNAR CORP | $3.85万 | 0.00% | 426 | -175 | -29.1% | -$1.58万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $3.85万 | 0.00% | 919 | 96 | 11.7% | $4,020 | 加仓 |
| ICL | ICL GROUP LTD | $3.84万 | 0.00% | 7,712 | -428 | -5.3% | -$2,131 | 减仓 |
| RDDT | REDDIT INC | $3.84万 | 0.00% | 221 | 5 | 2.3% | $868 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $3.84万 | 0.00% | 387 | -931 | -70.6% | -$9.23万 | 减仓 |
| QLYS | QUALYS INC | $3.82万 | 0.00% | 278 | 76 | 37.6% | $1.04万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $3.81万 | 0.00% | 487 | -5 | -1.0% | -$391 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $3.80万 | 0.00% | 3,855 | 372 | 10.7% | $3,672 | 加仓 |
| NOVT | NOVANTA INC | $3.80万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $3.80万 | 0.00% | 706 | 19 | 2.8% | $1,021 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $3.79万 | 0.00% | 932 | 26 | 2.9% | $1,057 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3.78万 | 0.00% | 2,005 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $3.77万 | 0.00% | 2,753 | 3 | 0.1% | $41 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.76万 | 0.00% | 825 | -8 | -1.0% | -$365 | 减仓 |
| AXTI | AXT INC | $3.76万 | 0.00% | 522 | 522 | — | $3.76万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $3.76万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $3.76万 | 0.00% | 708 | 708 | — | $3.76万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $3.75万 | 0.00% | 199 | -12 | -5.7% | -$2,264 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3.75万 | 0.00% | 4,849 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $3.75万 | 0.00% | 1,576 | 1,176 | 294.0% | $2.80万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $3.74万 | 0.00% | 603 | 20 | 3.4% | $1,240 | 加仓 |
| GGB | GERDAU SA | $3.73万 | 0.00% | 9,232 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $3.73万 | 0.00% | 1,259 | 1,237 | 5,622.7% | $3.66万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $3.72万 | 0.00% | 1,101 | 941 | 588.1% | $3.18万 | 加仓 |
| ATRC | ATRICURE INC | $3.70万 | 0.00% | 1,321 | -41 | -3.0% | -$1,147 | 减仓 |
| AVNT | AVIENT CORPORATION | $3.69万 | 0.00% | 998 | -100 | -9.1% | -$3,696 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $3.69万 | 0.00% | 2,529 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $3.68万 | 0.00% | 99 | 99 | — | $3.68万 | 新建仓 |
| VC | VISTEON CORP | $3.68万 | 0.00% | 371 | -47 | -11.2% | -$4,663 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $3.68万 | 0.00% | 2,307 | -1,025 | -30.8% | -$1.63万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $3.67万 | 0.00% | 2,847 | 2,847 | — | $3.67万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3.67万 | 0.00% | 711 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $3.66万 | 0.00% | 361 | -179 | -33.1% | -$1.82万 | 减仓 |
| XTL | SPDR SERIES TRUST | $3.66万 | 0.00% | 161 | 161 | — | $3.66万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $3.66万 | 0.00% | 1,416 | -443 | -23.8% | -$1.15万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.64万 | 0.00% | 460 | 5 | 1.1% | $396 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.64万 | 0.00% | 1,849 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC | $3.64万 | 0.00% | 4,180 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $3.64万 | 0.00% | 1,975 | 1,975 | — | $3.64万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $3.63万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.63万 | 0.00% | 294 | 6 | 2.1% | $741 | 加仓 |
| WAT | WATERS CORP | $3.62万 | 0.00% | 97 | 9 | 10.2% | $3,358 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3.62万 | 0.00% | 1,105 | -82 | -6.9% | -$2,684 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $3.62万 | 0.00% | 737 | 5 | 0.7% | $245 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $3.62万 | 0.00% | 1,425 | -2,688 | -65.4% | -$6.82万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $3.60万 | 0.00% | 4,299 | -137 | -3.1% | -$1,147 | 减仓 |
| DY | DYCOM INDS INC | $3.59万 | 0.00% | 71 | -7 | -9.0% | -$3,539 | 减仓 |