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 |
|---|---|---|---|---|---|---|---|---|
| SITM | SITIME CORP | $3.58万 | 0.00% | 48 | -8 | -14.3% | -$5,964 | 减仓 |
| RL | RALPH LAUREN CORP | $3.57万 | 0.00% | 89 | 3 | 3.5% | $1,204 | 加仓 |
| RES | RPC INC | $3.57万 | 0.00% | 6,125 | 55 | 0.9% | $321 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $3.57万 | 0.00% | 421 | 6 | 1.4% | $509 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.57万 | 0.00% | 902 | 902 | — | $3.57万 | 新建仓 |
| IDEV | ISHARES TR | $3.55万 | 0.00% | 399 | 40 | 11.1% | $3,560 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $3.54万 | 0.00% | 1,725 | -416 | -19.4% | -$8,540 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $3.53万 | 0.00% | 395 | -116 | -22.7% | -$1.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.53万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $3.53万 | 0.00% | 1,641 | -2,357 | -59.0% | -$5.07万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $3.50万 | 0.00% | 6,047 | -4 | -0.1% | -$23 | 减仓 |
| HTO | H2O AMERICA | $3.49万 | 0.00% | 575 | 155 | 36.9% | $9,419 | 加仓 |
| KVUE | KENVUE INC | $3.49万 | 0.00% | 1,826 | 38 | 2.1% | $726 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $3.49万 | 0.00% | 312 | 4 | 1.3% | $447 | 加仓 |
| UGI | UGI CORP NEW | $3.46万 | 0.00% | 1,003 | 90 | 9.9% | $3,109 | 加仓 |
| RPD | RAPID7 INC | $3.46万 | 0.00% | 4,277 | 4,091 | 2,199.5% | $3.31万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $3.46万 | 0.00% | 2,140 | 45 | 2.1% | $727 | 加仓 |
| WSBC | WESBANCO INC | $3.46万 | 0.00% | 886 | 696 | 366.3% | $2.72万 | 加仓 |
| DVA | DAVITA INC | $3.45万 | 0.00% | 155 | -4 | -2.5% | -$890 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $3.44万 | 0.00% | 915 | 20 | 2.2% | $753 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $3.44万 | 0.00% | 3,111 | 2,974 | 2,170.8% | $3.29万 | 重新持有 |
| PGNY | PROGYNY INC | $3.43万 | 0.00% | 1,191 | -248 | -17.2% | -$7,150 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $3.42万 | 0.00% | 1,353 | -2,560 | -65.4% | -$6.47万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $3.42万 | 0.00% | 3,990 | 1,887 | 89.7% | $1.62万 | 加仓 |
| ABM | ABM INDS INC | $3.41万 | 0.00% | 771 | 504 | 188.8% | $2.23万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $3.41万 | 0.00% | 1,777 | 457 | 34.6% | $8,765 | 加仓 |
| — | EAGLE POINT CR CO | $3.38万 | 0.00% | 9,076 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $3.37万 | 0.00% | 8,565 | 8,565 | — | $3.37万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $3.37万 | 0.00% | 1,365 | 334 | 32.4% | $8,257 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $3.36万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $3.33万 | 0.00% | 1,105 | -15 | -1.3% | -$453 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $3.33万 | 0.00% | 3,291 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $3.33万 | 0.00% | 1,473 | 536 | 57.2% | $1.21万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $3.33万 | 0.00% | 874 | 54 | 6.6% | $2,057 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $3.31万 | 0.00% | 9,446 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $3.31万 | 0.00% | 640 | 45 | 7.6% | $2,324 | 加仓 |
| RYN | RAYONIER INC | $3.30万 | 0.00% | 1,553 | -135 | -8.0% | -$2,873 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3.30万 | 0.00% | 772 | 772 | — | $3.30万 | 新建仓 |
| UFEB | INNOVATOR ETFS TRUST | $3.29万 | 0.00% | 851 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $3.28万 | 0.00% | 1,476 | 1,437 | 3,684.6% | $3.20万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $3.28万 | 0.00% | 2,156 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $3.28万 | 0.00% | 4,596 | 138 | 3.1% | $984 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $3.27万 | 0.00% | 1,487 | -264 | -15.1% | -$5,803 | 减仓 |
| SANM | SANMINA CORP | $3.26万 | 0.00% | 129 | -1,007 | -88.6% | -$25.48万 | 减仓 |
| — | GLOBAL X FDS | $3.26万 | 0.00% | 1,021 | 1,021 | — | $3.26万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $3.25万 | 0.00% | 721 | -131 | -15.4% | -$5,908 | 减仓 |
| BN | BROOKFIELD CORP | $3.25万 | 0.00% | 763 | -580 | -43.2% | -$2.47万 | 减仓 |
| CLS | CELESTICA INC | $3.25万 | 0.00% | 89 | 24 | 36.9% | $8,755 | 加仓 |
| BCO | BRINKS CO | $3.23万 | 0.00% | 342 | 2 | 0.6% | $189 | 加仓 |
| DTE | DTE ENERGY CO | $3.23万 | 0.00% | 212 | 6 | 2.9% | $914 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.23万 | 0.00% | 227 | -31 | -12.0% | -$4,409 | 减仓 |
| CCNE | CNB FINL CORP PA | $3.23万 | 0.00% | 957 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $3.22万 | 0.00% | 681 | -632 | -48.1% | -$2.99万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $3.21万 | 0.00% | 1,844 | 1,520 | 469.1% | $2.65万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3.20万 | 0.00% | 3,027 | 2,107 | 229.0% | $2.23万 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $3.19万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $3.18万 | 0.00% | 1,056 | 168 | 18.9% | $5,067 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.18万 | 0.00% | 229 | -7 | -3.0% | -$972 | 减仓 |
| SR | SPIRE INC | $3.15万 | 0.00% | 404 | -3 | -0.7% | -$234 | 减仓 |
| HYD | VANECK ETF TRUST | $3.15万 | 0.00% | 611 | -46 | -7.0% | -$2,369 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $3.15万 | 0.00% | 3,019 | 54 | 1.8% | $563 | 加仓 |
| — | STELLAR BANCORP INC | $3.14万 | 0.00% | 798 | 24 | 3.1% | $944 | 加仓 |
| FOXA | FOX CORP | $3.13万 | 0.00% | 601 | 25 | 4.3% | $1,304 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $3.12万 | 0.00% | 1,001 | -2 | -0.2% | -$62 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3.12万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $3.11万 | 0.00% | 82 | -9 | -9.9% | -$3,418 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $3.11万 | 0.00% | 3,094 | 621 | 25.1% | $6,235 | 加仓 |
| — | MEDIWOUND LTD | $3.10万 | 0.00% | 2,108 | 731 | 53.1% | $1.07万 | 加仓 |
| VITL | VITAL FARMS INC | $3.09万 | 0.00% | 2,653 | 418 | 18.7% | $4,861 | 加仓 |
| HUT | HUT 8 CORP | $3.08万 | 0.00% | 267 | 93 | 53.4% | $1.07万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $3.07万 | 0.00% | 395 | 357 | 939.5% | $2.78万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $3.07万 | 0.00% | 786 | 60 | 8.3% | $2,343 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.07万 | 0.00% | 3,268 | 96 | 3.0% | $901 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $3.07万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $3.06万 | 0.00% | 432 | 386 | 839.1% | $2.74万 | 加仓 |
| SGOV | ISHARES TR | $3.06万 | 0.00% | 304 | 56 | 22.6% | $5,638 | 加仓 |
| — | BRT APARTMENTS CORP | $3.05万 | 0.00% | 1,986 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $3.03万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $3.03万 | 0.00% | 1,420 | 1,010 | 246.3% | $2.15万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $3.02万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $3.02万 | 0.00% | 289 | -330 | -53.3% | -$3.45万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3.02万 | 0.00% | 1,065 | 755 | 243.5% | $2.14万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $3.01万 | 0.00% | 212 | 16 | 8.2% | $2,274 | 加仓 |
| ALG | ALAMO GROUP INC | $3.01万 | 0.00% | 183 | -154 | -45.7% | -$2.53万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $3.01万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $3.00万 | 0.00% | 869 | 456 | 110.4% | $1.57万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $3.00万 | 0.00% | 892 | 485 | 119.2% | $1.63万 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $2.98万 | 0.00% | 5,250 | 4,480 | 581.8% | $2.54万 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $2.98万 | 0.00% | 8,012 | 8,012 | — | $2.98万 | 新建仓 |
| CLB | CORE LABORATORIES INC | $2.98万 | 0.00% | 2,557 | -783 | -23.4% | -$9,122 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $2.98万 | 0.00% | 262 | 6 | 2.3% | $682 | 加仓 |
| CNC | CENTENE CORP DEL | $2.98万 | 0.00% | 464 | 16 | 3.6% | $1,027 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $2.98万 | 0.00% | 1,049 | 14 | 1.4% | $397 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $2.98万 | 0.00% | 1,088 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $2.97万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.96万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $2.95万 | 0.00% | 261 | 8 | 3.2% | $906 | 加仓 |
| MMSI | MERIT MED SYS INC | $2.95万 | 0.00% | 426 | -12 | -2.7% | -$832 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $2.95万 | 0.00% | 608 | 42 | 7.4% | $2,037 | 加仓 |
| UDR | UDR INC | $2.95万 | 0.00% | 738 | 6 | 0.8% | $240 | 加仓 |