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 |
|---|---|---|---|---|---|---|---|---|
| NX | QUANEX BLDG PRODS CORP | $2.37万 | 0.00% | 1,275 | 4 | 0.3% | $74 | 加仓 |
| YETI | YETI HLDGS INC | $2.37万 | 0.00% | 478 | -2 | -0.4% | -$99 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $2.36万 | 0.00% | 4,330 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $2.36万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $2.35万 | 0.00% | 430 | 356 | 481.1% | $1.95万 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $2.35万 | 0.00% | 1,165 | 882 | 311.7% | $1.78万 | 加仓 |
| HEI | HEICO CORP NEW | $2.35万 | 0.00% | 66 | -1 | -1.5% | -$356 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2.35万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $2.34万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.33万 | 0.00% | 491 | 49 | 11.1% | $2,330 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $2.33万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $2.32万 | 0.00% | 134 | 19 | 16.5% | $3,295 | 加仓 |
| EG | EVEREST GROUP LTD | $2.32万 | 0.00% | 65 | 2 | 3.2% | $714 | 加仓 |
| TSN | TYSON FOODS INC | $2.30万 | 0.00% | 402 | 25 | 6.6% | $1,431 | 加仓 |
| TDOC | TELADOC HEALTH INC | $2.29万 | 0.00% | 2,701 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION | $2.28万 | 0.00% | 1,078 | 139 | 14.8% | $2,941 | 加仓 |
| GOLD | GOLD COM INC | $2.28万 | 0.00% | 548 | -22 | -3.9% | -$915 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $2.28万 | 0.00% | 1,449 | -2 | -0.1% | -$31 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $2.27万 | 0.00% | 267 | 267 | — | $2.27万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $2.26万 | 0.00% | 3,542 | -203 | -5.4% | -$1,297 | 减仓 |
| TCBK | TRICO BANCSHARES | $2.26万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $2.25万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD | $2.24万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $2.23万 | 0.00% | 67 | 5 | 8.1% | $1,666 | 加仓 |
| AAON | AAON INC | $2.23万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $2.23万 | 0.00% | 1,915 | 0 | 0.0% | — | 不变 |
| HVT | HAVERTY FURNITURE COS INC | $2.23万 | 0.00% | 873 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC | $2.22万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2.22万 | 0.00% | 196 | 5 | 2.6% | $567 | 加仓 |
| STNE | STONECO LTD | $2.22万 | 0.00% | 2,046 | -4,114 | -66.8% | -$4.46万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $2.21万 | 0.00% | 582 | 515 | 768.7% | $1.96万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2.21万 | 0.00% | 151 | -134 | -47.0% | -$1.96万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $2.20万 | 0.00% | 419 | 11 | 2.7% | $577 | 加仓 |
| UPWK | UPWORK INC | $2.20万 | 0.00% | 2,627 | -206 | -7.3% | -$1,722 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $2.18万 | 0.00% | 241 | 13 | 5.7% | $1,177 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.18万 | 0.00% | 112 | 1 | 0.9% | $195 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2.18万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $2.17万 | 0.00% | 520 | 93 | 21.8% | $3,882 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $2.17万 | 0.00% | 1,012 | -788 | -43.8% | -$1.69万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.17万 | 0.00% | 335 | -76 | -18.5% | -$4,921 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.17万 | 0.00% | 57 | -17 | -23.0% | -$6,466 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.17万 | 0.00% | 40 | -6 | -13.0% | -$3,251 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2.16万 | 0.00% | 516 | -531 | -50.7% | -$2.23万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.16万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $2.15万 | 0.00% | 174 | 112 | 180.6% | $1.39万 | 加仓 |
| — | AMERICAN RES CORP | $2.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2.15万 | 0.00% | 91 | 5 | 5.8% | $1,180 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $2.14万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $2.14万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $2.14万 | 0.00% | 537 | 161 | 42.8% | $6,414 | 加仓 |
| ES | EVERSOURCE ENERGY | $2.14万 | 0.00% | 296 | 10 | 3.5% | $723 | 加仓 |
| HUBS | HUBSPOT INC | $2.14万 | 0.00% | 117 | 3 | 2.6% | $548 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $2.13万 | 0.00% | 1,408 | 94 | 7.2% | $1,425 | 加仓 |
| BUSE | FIRST BUSEY CORP | $2.13万 | 0.00% | 721 | -276 | -27.7% | -$8,142 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $2.13万 | 0.00% | 4,392 | 1,135 | 34.8% | $5,493 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $2.12万 | 0.00% | 1,182 | -1,276 | -51.9% | -$2.29万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $2.12万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $2.11万 | 0.00% | 599 | 9 | 1.5% | $317 | 加仓 |
| IWS | ISHARES TR | $2.11万 | 0.00% | 128 | 110 | 611.1% | $1.81万 | 加仓 |
| GDX | VANECK ETF TRUST | $2.11万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $2.09万 | 0.00% | 79 | 8 | 11.3% | $2,121 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2.09万 | 0.00% | 188 | 44 | 30.6% | $4,898 | 加仓 |
| PPL | PPL CORP | $2.09万 | 0.00% | 574 | -28 | -4.7% | -$1,018 | 减仓 |
| RNG | RINGCENTRAL INC | $2.08万 | 0.00% | 534 | 115 | 27.4% | $4,483 | 加仓 |
| MDYG | SPDR SERIES TRUST | $2.07万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $2.07万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $2.07万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $2.06万 | 0.00% | 1,007 | -813 | -44.7% | -$1.66万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $2.06万 | 0.00% | 611 | 24 | 4.1% | $809 | 加仓 |
| B | BARRICK MNG CORP | $2.05万 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $2.05万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $2.04万 | 0.00% | 310 | -57 | -15.5% | -$3,756 | 减仓 |
| P | EVERPURE INC | $2.04万 | 0.00% | 259 | 19 | 7.9% | $1,497 | 加仓 |
| SOLV | SOLVENTUM CORP | $2.04万 | 0.00% | 264 | 40 | 17.9% | $3,086 | 加仓 |
| COTY | COTY INC | $2.04万 | 0.00% | 9,429 | 6,854 | 266.2% | $1.48万 | 加仓 |
| DXCM | DEXCOM INC | $2.03万 | 0.00% | 302 | 35 | 13.1% | $2,357 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.03万 | 0.00% | 284 | -208 | -42.3% | -$1.49万 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $2.02万 | 0.00% | 1,595 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $2.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BSAC | BANCO SANTANDER CHILE NEW | $2.01万 | 0.00% | 611 | -915 | -60.0% | -$3.01万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.01万 | 0.00% | 603 | 9 | 1.5% | $300 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $2.01万 | 0.00% | 1,370 | 153 | 12.6% | $2,240 | 加仓 |
| IXUS | ISHARES TR | $2.00万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $2.00万 | 0.00% | 107 | -2 | -1.8% | -$374 | 减仓 |
| TWLO | TWILIO INC | $2.00万 | 0.00% | 97 | 17 | 21.2% | $3,508 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.99万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $1.99万 | 0.00% | 67 | -4 | -5.6% | -$1,186 | 减仓 |
| CNXN | PC CONNECTION INC | $1.99万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.98万 | 0.00% | 284 | 7 | 2.5% | $488 | 加仓 |
| EWP | ISHARES INC | $1.98万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $1.97万 | 0.00% | 67 | -16 | -19.3% | -$4,698 | 减仓 |
| MKL | MARKEL GROUP INC | $1.95万 | 0.00% | 10 | 5 | 100.0% | $9,765 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $1.95万 | 0.00% | 156 | 3 | 2.0% | $375 | 加仓 |
| EXEL | EXELIXIS INC | $1.94万 | 0.00% | 357 | 2 | 0.6% | $109 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.93万 | 0.00% | 366 | 50 | 15.8% | $2,642 | 加仓 |
| IEX | IDEX CORP | $1.93万 | 0.00% | 85 | -34 | -28.6% | -$7,716 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1.93万 | 0.00% | 85 | 4 | 4.9% | $907 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.92万 | 0.00% | 180 | 2 | 1.1% | $213 | 加仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $1.91万 | 0.00% | 2,404 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.91万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |