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 |
|---|---|---|---|---|---|---|---|---|
| UNIT | UNITI GROUP LLC | $2.95万 | 0.00% | 2,568 | 98 | 4.0% | $1,124 | 加仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $2.94万 | 0.00% | 6,544 | 6,544 | — | $2.94万 | 新建仓 |
| FLR | FLUOR CORP | $2.94万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $2.94万 | 0.00% | 5,220 | 5,220 | — | $2.94万 | 新建仓 |
| STRA | STRATEGIC ED INC | $2.94万 | 0.00% | 384 | -391 | -50.5% | -$3.00万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.94万 | 0.00% | 211 | -11 | -5.0% | -$1,532 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.93万 | 0.00% | 1,090 | 40 | 3.8% | $1,074 | 加仓 |
| DUOL | DUOLINGO INC | $2.92万 | 0.00% | 254 | 46 | 22.1% | $5,291 | 加仓 |
| ALCO | ALICO INC | $2.92万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $2.91万 | 0.00% | 3,293 | 1,236 | 60.1% | $1.09万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $2.91万 | 0.00% | 137 | -1 | -0.7% | -$213 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2.91万 | 0.00% | 87 | 6 | 7.4% | $2,009 | 加仓 |
| ESAB | ESAB CORPORATION | $2.91万 | 0.00% | 295 | 12 | 4.2% | $1,184 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $2.90万 | 0.00% | 478 | 10 | 2.1% | $607 | 加仓 |
| MSIF | MSC INCOME FUND INC | $2.89万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $2.88万 | 0.00% | 305 | 4 | 1.3% | $378 | 加仓 |
| PNR | PENTAIR PLC | $2.88万 | 0.00% | 376 | 22 | 6.2% | $1,687 | 加仓 |
| OI | O-I GLASS INC | $2.88万 | 0.00% | 2,990 | 2,461 | 465.2% | $2.37万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $2.83万 | 0.00% | 282 | -132 | -31.9% | -$1.33万 | 减仓 |
| ASTE | ASTEC INDS INC | $2.83万 | 0.00% | 463 | 8 | 1.8% | $490 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $2.83万 | 0.00% | 1,560 | -748 | -32.4% | -$1.36万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $2.83万 | 0.00% | 2,137 | 100 | 4.9% | $1,323 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2.82万 | 0.00% | 257 | 26 | 11.3% | $2,854 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $2.82万 | 0.00% | 324 | 207 | 176.9% | $1.80万 | 加仓 |
| FISV | FISERV INC | $2.80万 | 0.00% | 572 | -762 | -57.1% | -$3.73万 | 减仓 |
| MGNI | MAGNITE INC | $2.80万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $2.78万 | 0.00% | 468 | -1 | -0.2% | -$59 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $2.78万 | 0.00% | 1,003 | -259 | -20.5% | -$7,174 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $2.77万 | 0.00% | 754 | -220 | -22.6% | -$8,090 | 减仓 |
| — | TOPBUILD COR | $2.77万 | 0.00% | 78 | 1 | 1.3% | $355 | 加仓 |
| BKH | BLACK HILLS CORP | $2.76万 | 0.00% | 371 | -634 | -63.1% | -$4.72万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.74万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $2.73万 | 0.00% | 5,044 | 335 | 7.1% | $1,816 | 加仓 |
| SPHY | SPDR SERIES TRUST | $2.73万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $2.72万 | 0.00% | 826 | 14 | 1.7% | $461 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.72万 | 0.00% | 307 | -12 | -3.8% | -$1,063 | 减仓 |
| GFI | GOLD FIELDS LTD | $2.72万 | 0.00% | 809 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $2.71万 | 0.00% | 355 | 17 | 5.0% | $1,299 | 加仓 |
| ZS | ZSCALER INC | $2.71万 | 0.00% | 192 | 58 | 43.3% | $8,187 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.71万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $2.71万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.70万 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.70万 | 0.00% | 671 | 671 | — | $2.70万 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR | $2.69万 | 0.00% | 2,388 | 1,662 | 228.9% | $1.87万 | 加仓 |
| IRM | IRON MTN INC DEL | $2.69万 | 0.00% | 213 | 17 | 8.7% | $2,147 | 加仓 |
| OKTA | OKTA INC | $2.69万 | 0.00% | 197 | 37 | 23.1% | $5,049 | 加仓 |
| AVY | AVERY DENNISON CORP | $2.68万 | 0.00% | 165 | -17 | -9.3% | -$2,760 | 减仓 |
| MSTR | STRATEGY INC | $2.67万 | 0.00% | 307 | -256 | -45.5% | -$2.23万 | 减仓 |
| PCG | PG&E CORP | $2.67万 | 0.00% | 1,586 | -100 | -5.9% | -$1,682 | 减仓 |
| VOX | VANGUARD WORLD FD | $2.67万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| BSRR | SIERRA BANCORP | $2.66万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2.66万 | 0.00% | 66 | -2 | -2.9% | -$805 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $2.63万 | 0.00% | 665 | -8 | -1.2% | -$316 | 减仓 |
| GEF | GREIF INC | $2.63万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $2.63万 | 0.00% | 1,761 | 609 | 52.9% | $9,086 | 加仓 |
| WY | WEYERHAEUSER CO | $2.63万 | 0.00% | 1,097 | -54 | -4.7% | -$1,293 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $2.61万 | 0.00% | 4,821 | 1,641 | 51.6% | $8,894 | 加仓 |
| PHR | PHREESIA INC | $2.61万 | 0.00% | 2,534 | 1,454 | 134.6% | $1.50万 | 加仓 |
| AIZ | ASSURANT INC | $2.60万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $2.60万 | 0.00% | 324 | -681 | -67.8% | -$5.46万 | 减仓 |
| VIS | VANGUARD WORLD FD | $2.59万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC | $2.59万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $2.59万 | 0.00% | 1,041 | 27 | 2.7% | $672 | 加仓 |
| RMR | RMR GROUP INC | $2.59万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $2.58万 | 0.00% | 2,265 | 333 | 17.2% | $3,800 | 加仓 |
| MTDR | MATADOR RES CO | $2.56万 | 0.00% | 515 | -25 | -4.6% | -$1,245 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $2.56万 | 0.00% | 127 | -28 | -18.1% | -$5,637 | 减仓 |
| HRB | BLOCK H & R INC | $2.56万 | 0.00% | 671 | -9 | -1.3% | -$343 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2.55万 | 0.00% | 1,475 | 474 | 47.4% | $8,205 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2.54万 | 0.00% | 247 | 4 | 1.6% | $412 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $2.54万 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $2.54万 | 0.00% | 185 | 51 | 38.1% | $7,006 | 加仓 |
| PSFF | PACER FDS TR | $2.54万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $2.53万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $2.53万 | 0.00% | 103 | -4 | -3.7% | -$981 | 减仓 |
| PPG | PPG INDS INC | $2.52万 | 0.00% | 208 | 28 | 15.6% | $3,396 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $2.52万 | 0.00% | 8,264 | 8,264 | — | $2.52万 | 新建仓 |
| DCO | DUCOMMUN INC DEL | $2.52万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $2.52万 | 0.00% | 644 | 428 | 198.1% | $1.67万 | 加仓 |
| GTLB | GITLAB INC | $2.51万 | 0.00% | 822 | 22 | 2.8% | $672 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $2.51万 | 0.00% | 2,021 | 556 | 38.0% | $6,900 | 加仓 |
| GEN | GEN DIGITAL INC | $2.49万 | 0.00% | 1,002 | 719 | 254.1% | $1.79万 | 加仓 |
| MDLN | MEDLINE INC | $2.49万 | 0.00% | 632 | 609 | 2,647.8% | $2.40万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ASC | ARDMORE SHIPPING CORP | $2.48万 | 0.00% | 1,772 | 668 | 60.5% | $9,359 | 重新持有 |
| COKE | COCA COLA CONS INC | $2.48万 | 0.00% | 130 | 1 | 0.8% | $191 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.48万 | 0.00% | 245 | -11 | -4.3% | -$1,112 | 减仓 |
| BEKE | KE HLDGS INC | $2.47万 | 0.00% | 1,700 | -110 | -6.1% | -$1,598 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $2.46万 | 0.00% | 3,462 | 2,880 | 494.8% | $2.05万 | 加仓 |
| MNRO | MONRO INC | $2.46万 | 0.00% | 1,438 | -6,217 | -81.2% | -$10.64万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $2.44万 | 0.00% | 1,179 | 15 | 1.3% | $310 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2.44万 | 0.00% | 8,326 | 73 | 0.9% | $214 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.44万 | 0.00% | 280 | 22 | 8.5% | $1,915 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $2.44万 | 0.00% | 1,045 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $2.43万 | 0.00% | 6,452 | 1,257 | 24.2% | $4,739 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $2.42万 | 0.00% | 1,015 | -15 | -1.5% | -$358 | 减仓 |
| SPT | SPROUT SOCIAL INC | $2.42万 | 0.00% | 3,199 | 1,823 | 132.5% | $1.38万 | 加仓 |
| M | MACYS INC | $2.41万 | 0.00% | 1,022 | 23 | 2.3% | $542 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $2.40万 | 0.00% | 860 | 450 | 109.8% | $1.26万 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $2.38万 | 0.00% | 2,541 | 42 | 1.7% | $394 | 加仓 |