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 |
|---|---|---|---|---|---|---|---|---|
| MRTN | MARTEN TRANS LTD | $1.91万 | 0.00% | 1,098 | 20 | 1.9% | $347 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $1.90万 | 0.00% | 3,801 | 3,801 | — | $1.90万 | 新建仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1.89万 | 0.00% | 1,287 | 228 | 21.5% | $3,354 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1.89万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $1.88万 | 0.00% | 1,235 | 4 | 0.3% | $61 | 加仓 |
| — | NAVIENT CORPORATION | $1.88万 | 0.00% | 2,205 | 1,719 | 353.7% | $1.46万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $1.87万 | 0.00% | 3,732 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $1.87万 | 0.00% | 2,779 | 0 | 0.0% | — | 不变 |
| CDXS | CODEXIS INC | $1.87万 | 0.00% | 8,273 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.86万 | 0.00% | 281 | 75 | 36.4% | $4,973 | 加仓 |
| CERT | CERTARA INC | $1.86万 | 0.00% | 2,840 | 1,877 | 194.9% | $1.23万 | 加仓 |
| OC | OWENS CORNING NEW | $1.86万 | 0.00% | 117 | 13 | 12.5% | $2,066 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.86万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP | $1.86万 | 0.00% | 690 | 23 | 3.4% | $619 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.86万 | 0.00% | 71 | -42 | -37.2% | -$1.10万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $1.85万 | 0.00% | 204 | -14 | -6.4% | -$1,270 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $1.85万 | 0.00% | 412 | 7 | 1.7% | $314 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.85万 | 0.00% | 542 | 542 | — | $1.85万 | 新建仓 |
| CCS | CENTURY COMMUNITIES INC | $1.83万 | 0.00% | 256 | -653 | -71.8% | -$4.68万 | 减仓 |
| MP | MP MATERIALS CORP | $1.83万 | 0.00% | 327 | -121 | -27.0% | -$6,777 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $1.83万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $1.83万 | 0.00% | 183 | -406 | -68.9% | -$4.06万 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $1.83万 | 0.00% | 1,058 | 13 | 1.2% | $224 | 加仓 |
| SLVM | SYLVAMO CORP | $1.83万 | 0.00% | 483 | -143 | -22.8% | -$5,405 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.82万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $1.81万 | 0.00% | 2,070 | 768 | 59.0% | $6,720 | 加仓 |
| IYK | ISHARES TR | $1.81万 | 0.00% | 249 | 249 | — | $1.81万 | 新建仓 |
| AES | AES CORP | $1.81万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.80万 | 0.00% | 238 | 1 | 0.4% | $76 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $1.80万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.80万 | 0.00% | 1,616 | 1,068 | 194.9% | $1.19万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1.80万 | 0.00% | 215 | 10 | 4.9% | $835 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1.77万 | 0.00% | 1,183 | 0 | 0.0% | — | 不变 |
| — | XAI FLOATING RATE & ALTER IN | $1.75万 | 0.00% | 1,000 | 119 | 13.5% | $2,088 | 加仓 |
| BIDU | BAIDU INC | $1.75万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.73万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.73万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $1.73万 | 0.00% | 697 | 13 | 1.9% | $322 | 加仓 |
| — | ASTRONOVA INC | $1.73万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $1.73万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.73万 | 0.00% | 146 | -25 | -14.6% | -$2,955 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.72万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $1.72万 | 0.00% | 87 | 1 | 1.2% | $198 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.72万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| SMP | STANDARD MTR PRODS INC | $1.71万 | 0.00% | 440 | -3 | -0.7% | -$117 | 减仓 |
| RH | RH | $1.71万 | 0.00% | 104 | -6 | -5.5% | -$988 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $1.70万 | 0.00% | 1,004 | 132 | 15.1% | $2,237 | 加仓 |
| FNB | F N B CORP | $1.69万 | 0.00% | 888 | 231 | 35.2% | $4,407 | 加仓 |
| GDS | GDS HLDGS LTD | $1.69万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $1.69万 | 0.00% | 301 | 9 | 3.1% | $505 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.69万 | 0.00% | 436 | -193 | -30.7% | -$7,466 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1.68万 | 0.00% | 73 | 2 | 2.8% | $460 | 加仓 |
| CAVA | CAVA GROUP INC | $1.68万 | 0.00% | 214 | 1 | 0.5% | $78 | 加仓 |
| OGE | OGE ENERGY CORP | $1.67万 | 0.00% | 344 | 9 | 2.7% | $438 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1.67万 | 0.00% | 274 | 19 | 7.5% | $1,158 | 加仓 |
| IMO | IMPERIAL OIL LTD | $1.67万 | 0.00% | 149 | -4 | -2.6% | -$448 | 减仓 |
| IWP | ISHARES TR | $1.67万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $1.67万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $1.67万 | 0.00% | 772 | 239 | 44.8% | $5,158 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $1.66万 | 0.00% | 364 | 2 | 0.6% | $91 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1.66万 | 0.00% | 1,413 | -319 | -18.4% | -$3,745 | 减仓 |
| MEOH | METHANEX CORP | $1.66万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $1.65万 | 0.00% | 927 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1.65万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC | $1.64万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $1.64万 | 0.00% | 31 | -3 | -8.8% | -$1,589 | 减仓 |
| UTMD | UTAH MED PRODS INC | $1.64万 | 0.00% | 238 | -4 | -1.7% | -$276 | 减仓 |
| GDDY | GODADDY INC | $1.62万 | 0.00% | 191 | 104 | 119.5% | $8,827 | 加仓 |
| ILMN | ILLUMINA INC | $1.62万 | 0.00% | 92 | 3 | 3.4% | $527 | 加仓 |
| UA | UNDER ARMOUR INC | $1.60万 | 0.00% | 2,578 | -101 | -3.8% | -$628 | 减仓 |
| STEP | STEPSTONE GROUP INC | $1.60万 | 0.00% | 387 | 75 | 24.0% | $3,102 | 加仓 |
| OEF | ISHARES TR | $1.59万 | 0.00% | 44 | -48 | -52.2% | -$1.74万 | 减仓 |
| SABR | SABRE CORP | $1.59万 | 0.00% | 7,625 | 7,492 | 5,633.1% | $1.57万 | 加仓 |
| CGNX | COGNEX CORP | $1.59万 | 0.00% | 220 | 4 | 1.9% | $290 | 加仓 |
| WU | WESTERN UN CO | $1.59万 | 0.00% | 2,068 | -14,101 | -87.2% | -$10.86万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE O | $1.59万 | 0.00% | 1,009 | -1 | -0.1% | -$16 | 减仓 |
| BROS | DUTCH BROS INC | $1.59万 | 0.00% | 221 | 8 | 3.8% | $574 | 加仓 |
| VTOL | BRISTOW GROUP INC | $1.59万 | 0.00% | 384 | -4 | -1.0% | -$165 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.58万 | 0.00% | 54 | -164 | -75.2% | -$4.80万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $1.58万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $1.58万 | 0.00% | 3,505 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1.57万 | 0.00% | 345 | -4,576 | -93.0% | -$20.83万 | 减仓 |
| OKLO | OKLO INC | $1.57万 | 0.00% | 300 | -852 | -74.0% | -$4.46万 | 减仓 |
| CNXC | CONCENTRIX CORP | $1.57万 | 0.00% | 700 | 604 | 629.2% | $1.35万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $1.56万 | 0.00% | 2,575 | 1,950 | 312.0% | $1.18万 | 重新持有 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $1.55万 | 0.00% | 495 | 23 | 4.9% | $722 | 加仓 |
| CCK | CROWN HLDGS INC | $1.55万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $1.54万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.54万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $1.54万 | 0.00% | 455 | 9 | 2.0% | $304 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $1.54万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $1.54万 | 0.00% | 328 | 34 | 11.6% | $1,593 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $1.53万 | 0.00% | 1,361 | 278 | 25.7% | $3,130 | 加仓 |
| EXP | EAGLE MATLS INC | $1.53万 | 0.00% | 68 | 12 | 21.4% | $2,700 | 加仓 |
| ATEN | A10 NETWORKS INC | $1.53万 | 0.00% | 409 | 38 | 10.2% | $1,420 | 加仓 |
| SLM | SLM CORP | $1.53万 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $1.52万 | 0.00% | 1,551 | 20 | 1.3% | $196 | 加仓 |
| ICVT | ISHARES TR | $1.52万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CBAN | COLONY BANKCORP INC | $1.52万 | 0.00% | 757 | 0 | 0.0% | — | 不变 |