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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | $122.44万 | 0.12% | 4,554 | 10 | 0.2% | $2,689 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $121.67万 | 0.12% | 7,121 | 7,121 | — | $121.67万 | 新建仓 |
| IWB | ISHARES TR | $119.94万 | 0.11% | 2,929 | -28 | -0.9% | -$1.15万 | 减仓 |
| DWM | WISDOMTREE TR | $115.63万 | 0.11% | 15,793 | -1,486 | -8.6% | -$10.88万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $115.50万 | 0.11% | 2,211 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $111.10万 | 0.11% | 2,216 | 1 | 0.0% | $501 | 加仓 |
| MS | MORGAN STANLEY | $110.15万 | 0.10% | 5,270 | -10 | -0.2% | -$2,090 | 减仓 |
| VB | VANGUARD INDEX FDS | $109.55万 | 0.10% | 3,614 | -29 | -0.8% | -$8,790 | 减仓 |
| COP | CONOCOPHILLIPS | $109.10万 | 0.10% | 10,494 | 126 | 1.2% | $1.31万 | 加仓 |
| BLK | BLACKROCK INC | $108.94万 | 0.10% | 1,133 | -42 | -3.6% | -$4.04万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $108.92万 | 0.10% | 30,148 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $108.27万 | 0.10% | 7,487 | -251 | -3.2% | -$3.63万 | 减仓 |
| TJX | TJX COS INC NEW | $104.16万 | 0.10% | 6,875 | 2 | 0.0% | $303 | 加仓 |
| VUG | VANGUARD INDEX FDS | $104.07万 | 0.10% | 12,081 | 867 | 7.7% | $7.47万 | 加仓 |
| APH | AMPHENOL CORP | $101.82万 | 0.10% | 5,775 | 549 | 10.5% | $9.68万 | 加仓 |
| NVS | NOVARTIS AG | $100.90万 | 0.10% | 6,438 | 798 | 14.1% | $12.51万 | 加仓 |
| BCS | BARCLAYS PLC | $100.89万 | 0.10% | 37,563 | -2,312 | -5.8% | -$6.21万 | 减仓 |
| WELL | WELLTOWER INC | $100.16万 | 0.10% | 4,413 | 16 | 0.4% | $3,632 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $99.64万 | 0.09% | 13,984 | 249 | 1.8% | $1.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $99.18万 | 0.09% | 5,206 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $97.87万 | 0.09% | 17,363 | -1,004 | -5.5% | -$5.66万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $97.59万 | 0.09% | 10,263 | -25 | -0.2% | -$2,377 | 减仓 |
| HDV | ISHARES TR | $96.88万 | 0.09% | 35,345 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $96.19万 | 0.09% | 10,601 | -787 | -6.9% | -$7.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.35万 | 0.09% | 5,692 | -112 | -1.9% | -$1.86万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $94.31万 | 0.09% | 7,465 | -101 | -1.3% | -$1.28万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $94.27万 | 0.09% | 2,185 | 741 | 51.3% | $31.97万 | 加仓 |
| PGR | PROGRESSIVE CORP | $92.16万 | 0.09% | 4,219 | 387 | 10.1% | $8.45万 | 加仓 |
| NVO | NOVO-NORDISK A S | $90.85万 | 0.09% | 18,951 | 1,729 | 10.0% | $8.29万 | 加仓 |
| SAP | SAP SE | $89.37万 | 0.09% | 5,799 | -924 | -13.7% | -$14.24万 | 减仓 |
| DAL | DELTA AIR LINES INC | $89.10万 | 0.08% | 9,513 | -4 | -0.0% | -$375 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $88.25万 | 0.08% | 2,609 | -11 | -0.4% | -$3,721 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $87.48万 | 0.08% | 11,917 | -2,061 | -14.7% | -$15.13万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $87.40万 | 0.08% | 10,224 | 1,398 | 15.8% | $11.95万 | 加仓 |
| DE | DEERE & CO | $86.40万 | 0.08% | 1,362 | -399 | -22.7% | -$25.31万 | 减仓 |
| GWW | WW GRAINGER INC | $85.98万 | 0.08% | 632 | -10 | -1.6% | -$1.36万 | 减仓 |
| SAN | BANCO SANTANDER SA | $85.83万 | 0.08% | 62,194 | -1,461 | -2.3% | -$2.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $85.62万 | 0.08% | 2,153 | -471 | -17.9% | -$18.73万 | 减仓 |
| USMV | ISHARES TR | $83.50万 | 0.08% | 8,656 | 19 | 0.2% | $1,833 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $83.49万 | 0.08% | 26,114 | 1 | 0.0% | $32 | 加仓 |
| BA | BOEING CO | $82.86万 | 0.08% | 3,828 | -52 | -1.3% | -$1.13万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $81.29万 | 0.08% | 15,408 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $81.23万 | 0.08% | 1,139 | 35 | 3.2% | $2.50万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $80.97万 | 0.08% | 16,147 | -2,488 | -13.4% | -$12.48万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $78.94万 | 0.08% | 4,429 | 179 | 4.2% | $3.19万 | 加仓 |
| T | AT&T INC | $78.91万 | 0.08% | 38,122 | -2,293 | -5.7% | -$4.75万 | 减仓 |
| PSX | PHILLIPS 66 | $78.64万 | 0.07% | 4,652 | -4 | -0.1% | -$676 | 减仓 |
| CSX | CSX CORP | $78.29万 | 0.07% | 16,472 | 26 | 0.2% | $1,236 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $77.50万 | 0.07% | 32,865 | -439 | -1.3% | -$1.04万 | 减仓 |
| SHY | ISHARES TR | $77.48万 | 0.07% | 9,436 | -50 | -0.5% | -$4,106 | 减仓 |
| EMR | EMERSON ELEC CO | $77.10万 | 0.07% | 5,386 | -45 | -0.8% | -$6,442 | 减仓 |
| SPGI | S&P GLOBAL INC | $77.09万 | 0.07% | 1,893 | -732 | -27.9% | -$29.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $76.79万 | 0.07% | 1,118 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $76.40万 | 0.07% | 1,061 | 2 | 0.2% | $1,440 | 加仓 |
| C | CITIGROUP INC | $76.31万 | 0.07% | 5,452 | -25 | -0.5% | -$3,499 | 减仓 |
| USB | US BANCORP | $75.92万 | 0.07% | 12,570 | 645 | 5.4% | $3.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.84万 | 0.07% | 17,912 | 86 | 0.5% | $3,641 | 加仓 |
| URI | UNITED RENTALS INC | $75.79万 | 0.07% | 669 | -24 | -3.5% | -$2.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $75.54万 | 0.07% | 1,538 | 1 | 0.1% | $491 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $74.29万 | 0.07% | 14,714 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $74.16万 | 0.07% | 9,204 | -72 | -0.8% | -$5,801 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $73.33万 | 0.07% | 2,219 | 1 | 0.0% | $330 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $72.87万 | 0.07% | 2,057 | -29 | -1.4% | -$1.03万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $72.18万 | 0.07% | 4,599 | -79 | -1.7% | -$1.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $71.41万 | 0.07% | 9,896 | -694 | -6.6% | -$5.01万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $71.39万 | 0.07% | 40,263 | -73 | -0.2% | -$1,294 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $71.17万 | 0.07% | 11,524 | -1,498 | -11.5% | -$9.25万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.15万 | 0.07% | 6,098 | 358 | 6.2% | $4.18万 | 加仓 |
| QUAL | ISHARES TR | $69.65万 | 0.07% | 3,174 | 3 | 0.1% | $658 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $69.33万 | 0.07% | 3,456 | 28 | 0.8% | $5,617 | 加仓 |
| ADI | ANALOG DEVICES INC | $69.29万 | 0.07% | 1,745 | -36 | -2.0% | -$1.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.16万 | 0.06% | 24,608 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $67.92万 | 0.06% | 8,811 | 19 | 0.2% | $1,465 | 加仓 |
| ING | ING GROEP N.V. | $67.66万 | 0.06% | 21,562 | 104 | 0.5% | $3,264 | 加仓 |
| ACNB | ACNB CORP | $67.47万 | 0.06% | 11,363 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $67.38万 | 0.06% | 2,262 | -1,265 | -35.9% | -$37.68万 | 减仓 |
| UBS | UBS GROUP AG | $65.94万 | 0.06% | 13,306 | 275 | 2.1% | $1.36万 | 加仓 |
| WMB | WILLIAMS COS INC | $65.91万 | 0.06% | 8,866 | 47 | 0.5% | $3,494 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.59万 | 0.06% | 1,321 | -229 | -14.8% | -$11.37万 | 减仓 |
| DHR | DANAHER CORP DEL | $65.46万 | 0.06% | 3,437 | -276 | -7.4% | -$5.26万 | 减仓 |
| SO | SOUTHERN CO | $64.81万 | 0.06% | 6,772 | 5 | 0.1% | $479 | 加仓 |
| SE | SEA LTD | $64.63万 | 0.06% | 6,744 | 10 | 0.1% | $958 | 加仓 |
| STE | STERIS PLC | $64.20万 | 0.06% | 3,049 | 28 | 0.9% | $5,896 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.91万 | 0.06% | 6,940 | 80 | 1.2% | $7,367 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.19万 | 0.06% | 2,567 | 23 | 0.9% | $5,662 | 加仓 |
| PLD | PROLOGIS INC. | $63.13万 | 0.06% | 4,660 | 40 | 0.9% | $5,419 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $63.01万 | 0.06% | 15,830 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $62.74万 | 0.06% | 2,763 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.63万 | 0.06% | 6,516 | 1 | 0.0% | $96 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.12万 | 0.06% | 4,541 | 60 | 1.3% | $8,208 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $61.58万 | 0.06% | 13,648 | -1,818 | -11.8% | -$8.20万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.68万 | 0.06% | 2,403 | -46 | -1.9% | -$1.14万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $59.32万 | 0.06% | 6,846 | -1,795 | -20.8% | -$15.55万 | 减仓 |
| SLV | ISHARES SILVER TR | $59.25万 | 0.06% | 11,081 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $58.67万 | 0.06% | 10,943 | 1,000 | 10.1% | $5.36万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $58.06万 | 0.06% | 1,734 | -60 | -3.3% | -$2.01万 | 减仓 |
| MET | METLIFE INC | $57.69万 | 0.05% | 6,818 | -3 | -0.0% | -$254 | 减仓 |
| SNPS | SYNOPSYS INC | $57.52万 | 0.05% | 1,290 | 27 | 2.1% | $1.20万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $57.39万 | 0.05% | 21,092 | -2,939 | -12.2% | -$8.00万 | 减仓 |
| WSO | WATSCO INC | $57.30万 | 0.05% | 1,375 | -247 | -15.2% | -$10.29万 | 减仓 |