Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$9.68亿2026Q1 申报市值
2,737持仓数
41.6%前十大占比 · 第一大 10.6%
138 / 142新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EEM 加仓+$1,021.77万
SPSM 加仓+$297.36万
NKE 加仓+$208.05万
AZN 新建仓+$192.90万
SPYV 加仓+$186.22万
2026Q1 卖出最多 按季末市值估算
ET 减仓-$1,468.72万
INTC 减仓-$210.09万
AZN 清仓-$195.93万
MSFT 减仓-$79.81万
IWM 减仓-$73.98万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $111.65万 | 0.12% | 2,625 | 88 | 3.5% | $3.74万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $110.55万 | 0.11% | 34,090 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $109.76万 | 0.11% | 6,873 | 379 | 5.8% | $6.05万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $108.87万 | 0.11% | 2,215 | -13 | -0.6% | -$6,390 | 减仓 |
| LRCX | LAM RESEARCH CORP | $106.92万 | 0.11% | 5,004 | 926 | 22.7% | $19.78万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $105.44万 | 0.11% | 7,566 | -237 | -3.0% | -$3.30万 | 减仓 |
| IWB | ISHARES TR | $105.43万 | 0.11% | 2,957 | 1,311 | 79.6% | $46.75万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $104.72万 | 0.11% | 4,544 | 37 | 0.8% | $8,527 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $102.94万 | 0.11% | 13,978 | -389 | -2.7% | -$2.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $102.41万 | 0.11% | 2,211 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $99.20万 | 0.10% | 1,761 | -50 | -2.8% | -$2.82万 | 减仓 |
| HDV | ISHARES TR | $95.94万 | 0.10% | 7,069 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $95.42万 | 0.10% | 3,643 | 41 | 1.1% | $1.07万 | 加仓 |
| KLAC | KLA CORP | $93.35万 | 0.10% | 634 | 33 | 5.5% | $4.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $92.35万 | 0.10% | 5,761 | 2,269 | 65.0% | $36.37万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $91.80万 | 0.09% | 7,738 | -343 | -4.2% | -$4.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.49万 | 0.09% | 17,826 | 204 | 1.2% | $1.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $88.01万 | 0.09% | 13,735 | 4,359 | 46.5% | $27.93万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $87.67万 | 0.09% | 30,148 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $87.56万 | 0.09% | 26,113 | -382 | -1.4% | -$1.28万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $87.10万 | 0.09% | 18,635 | -1,000 | -5.1% | -$4.67万 | 减仓 |
| WELL | WELLTOWER INC | $86.93万 | 0.09% | 4,397 | 35 | 0.8% | $6,920 | 加仓 |
| MS | MORGAN STANLEY | $86.88万 | 0.09% | 5,280 | 860 | 19.5% | $14.15万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $86.58万 | 0.09% | 3,201 | -91 | -2.8% | -$2.46万 | 减仓 |
| NVS | NOVARTIS AG | $86.15万 | 0.09% | 5,640 | 1,344 | 31.3% | $20.53万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $85.33万 | 0.09% | 18,367 | 6,116 | 49.9% | $28.41万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $84.86万 | 0.09% | 10,288 | 20 | 0.2% | $1,650 | 加仓 |
| PSX | PHILLIPS 66 | $84.82万 | 0.09% | 4,656 | 25 | 0.5% | $4,554 | 加仓 |
| BCS | BARCLAYS PLC | $84.38万 | 0.09% | 39,875 | -319 | -0.8% | -$6,750 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $83.96万 | 0.09% | 5,740 | -43 | -0.7% | -$6,290 | 减仓 |
| VUG | VANGUARD INDEX FDS | $81.64万 | 0.08% | 1,869 | 1,795 | 2,425.7% | $78.40万 | 加仓 |
| USMV | ISHARES TR | $80.10万 | 0.08% | 8,637 | 19 | 0.2% | $1,762 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $79.25万 | 0.08% | 2,620 | 178 | 7.3% | $5.38万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $79.06万 | 0.08% | 6,439 | 1,177 | 22.4% | $14.45万 | 加仓 |
| SHY | ISHARES TR | $78.33万 | 0.08% | 9,486 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $77.22万 | 0.08% | 3,880 | -488 | -11.2% | -$9.71万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.71万 | 0.08% | 1,958 | -90 | -4.4% | -$3.53万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $76.17万 | 0.08% | 10,590 | -198 | -1.8% | -$1.42万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $76.14万 | 0.08% | 13,022 | 2,666 | 25.7% | $15.59万 | 加仓 |
| PGR | PROGRESSIVE CORP | $75.97万 | 0.08% | 3,832 | -276 | -6.7% | -$5.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $75.51万 | 0.08% | 11,081 | 650 | 6.2% | $4.43万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $75.39万 | 0.08% | 15,408 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $73.06万 | 0.08% | 4,646 | 147 | 3.3% | $2.31万 | 加仓 |
| SAN | BANCO SANTANDER SA | $71.80万 | 0.07% | 63,655 | -4,509 | -6.6% | -$5.09万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $71.60万 | 0.07% | 2,086 | -17 | -0.8% | -$5,835 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $71.58万 | 0.07% | 170 | 2 | 1.2% | $8,421 | 加仓 |
| EMR | EMERSON ELEC CO | $71.16万 | 0.07% | 5,431 | 44 | 0.8% | $5,765 | 加仓 |
| LOW | LOWES COS INC | $70.95万 | 0.07% | 3,003 | 442 | 17.3% | $10.44万 | 加仓 |
| INTU | INTUIT | $70.74万 | 0.07% | 1,636 | -379 | -18.8% | -$16.39万 | 减仓 |
| DHR | DANAHER CORP DEL | $70.39万 | 0.07% | 3,713 | -99 | -2.6% | -$1.88万 | 减仓 |
| GWW | WW GRAINGER INC | $70.03万 | 0.07% | 642 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $69.70万 | 0.07% | 14,714 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $69.50万 | 0.07% | 8,021 | 2,762 | 52.5% | $23.93万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.19万 | 0.07% | 1,550 | 32 | 2.1% | $1.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $69.19万 | 0.07% | 5,206 | -200 | -3.7% | -$2.66万 | 减仓 |
| PFE | PFIZER INC | $69.03万 | 0.07% | 24,584 | 270 | 1.1% | $7,582 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $68.39万 | 0.07% | 2,449 | 34 | 1.4% | $9,494 | 加仓 |
| VXUS | VANGUARD STAR FDS | $68.06万 | 0.07% | 8,826 | -559 | -6.0% | -$4.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $68.02万 | 0.07% | 3,431 | -133 | -3.7% | -$2.64万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $67.97万 | 0.07% | 8,641 | -733 | -7.8% | -$5.77万 | 减仓 |
| CSX | CSX CORP | $67.51万 | 0.07% | 16,446 | 5 | 0.0% | $205 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $67.44万 | 0.07% | 2,218 | -52 | -2.3% | -$1.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $66.81万 | 0.07% | 1,118 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $66.80万 | 0.07% | 3,021 | -105 | -3.4% | -$2.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $66.60万 | 0.07% | 2,319 | -76 | -3.2% | -$2.18万 | 减仓 |
| BP | BP PLC | $66.51万 | 0.07% | 14,151 | -4,050 | -22.3% | -$19.04万 | 减仓 |
| APH | AMPHENOL CORP | $66.03万 | 0.07% | 5,226 | 66 | 1.3% | $8,339 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $65.78万 | 0.07% | 33,304 | -3,932 | -10.6% | -$7.77万 | 减仓 |
| GM | GENERAL MTRS CO | $65.50万 | 0.07% | 8,792 | 31 | 0.4% | $2,310 | 加仓 |
| SO | SOUTHERN CO | $65.31万 | 0.07% | 6,767 | 2 | 0.0% | $193 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $64.70万 | 0.07% | 4,678 | -312 | -6.3% | -$4.32万 | 减仓 |
| WMB | WILLIAMS COS INC | $64.18万 | 0.07% | 8,819 | 79 | 0.9% | $5,750 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.05万 | 0.07% | 1,537 | -10 | -0.6% | -$4,167 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.80万 | 0.07% | 3,679 | -55 | -1.5% | -$9,538 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.32万 | 0.07% | 6,860 | 258 | 3.9% | $2.38万 | 加仓 |
| NVO | NOVO-NORDISK A S | $63.29万 | 0.07% | 17,222 | 3,261 | 23.4% | $11.98万 | 加仓 |
| DAL | DELTA AIR LINES INC | $63.27万 | 0.07% | 9,517 | 4,096 | 75.6% | $27.23万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $63.13万 | 0.07% | 40,336 | -3,005 | -6.9% | -$4.70万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $62.54万 | 0.06% | 3,428 | 25 | 0.7% | $4,561 | 加仓 |
| C | CITIGROUP INC | $62.11万 | 0.06% | 5,477 | -25 | -0.5% | -$2,835 | 减仓 |
| USB | US BANCORP | $62.02万 | 0.06% | 11,925 | 302 | 2.6% | $1.57万 | 加仓 |
| PLD | PROLOGIS INC. | $61.07万 | 0.06% | 4,620 | 287 | 6.6% | $3.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $60.90万 | 0.06% | 24,608 | 9,812 | 66.3% | $24.28万 | 加仓 |
| QUAL | ISHARES TR | $60.82万 | 0.06% | 3,171 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $60.55万 | 0.06% | 2,883 | 84 | 3.0% | $1.76万 | 加仓 |
| CMI | CUMMINS INC | $59.40万 | 0.06% | 1,104 | -33 | -2.9% | -$1.78万 | 减仓 |
| WSO | WATSCO INC | $59.01万 | 0.06% | 1,622 | 106 | 7.0% | $3.86万 | 加仓 |
| NOW | SERVICENOW INC | $58.83万 | 0.06% | 5,627 | 970 | 20.8% | $10.14万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $58.73万 | 0.06% | 4,481 | 106 | 2.4% | $1.39万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $58.60万 | 0.06% | 15,830 | 7,898 | 99.6% | $29.24万 | 加仓 |
| IVE | ISHARES TR | $58.34万 | 0.06% | 2,763 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $58.14万 | 0.06% | 1,059 | -209 | -16.5% | -$11.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $57.96万 | 0.06% | 6,574 | -881 | -11.8% | -$7.77万 | 减仓 |
| ADI | ANALOG DEVICES INC | $56.64万 | 0.06% | 1,781 | 50 | 2.9% | $1.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $56.60万 | 0.06% | 6,023 | 20 | 0.3% | $1,880 | 加仓 |
| ING | ING GROEP N.V. | $55.90万 | 0.06% | 21,458 | 2,217 | 11.5% | $5.78万 | 加仓 |
| SE | SEA LTD | $55.76万 | 0.06% | 6,734 | 1,393 | 26.1% | $11.54万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $55.58万 | 0.06% | 4,430 | -474 | -9.7% | -$5.95万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $55.52万 | 0.06% | 1,145 | 285 | 33.1% | $13.82万 | 加仓 |
| ACNB | ACNB CORP | $54.39万 | 0.06% | 11,363 | 0 | 0.0% | — | 不变 |