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 |
|---|---|---|---|---|---|---|---|---|
| BGS | B & G FOODS INC | $1.52万 | 0.00% | 3,820 | -4,758 | -55.5% | -$1.89万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.52万 | 0.00% | 54 | 2 | 3.8% | $562 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1.51万 | 0.00% | 127 | 1 | 0.8% | $119 | 加仓 |
| DOCU | DOCUSIGN INC | $1.51万 | 0.00% | 340 | -439 | -56.4% | -$1.95万 | 减仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $1.51万 | 0.00% | 2,654 | -1,054 | -28.4% | -$5,987 | 减仓 |
| LFUS | LITTELFUSE INC | $1.50万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $1.50万 | 0.00% | 300 | 12 | 4.2% | $600 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $1.50万 | 0.00% | 1,937 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1.49万 | 0.00% | 138 | -32 | -18.8% | -$3,464 | 减仓 |
| H | HYATT HOTELS CORP | $1.49万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.49万 | 0.00% | 244 | 14 | 6.1% | $855 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1.49万 | 0.00% | 855 | 659 | 336.2% | $1.15万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.49万 | 0.00% | 100 | 11 | 12.4% | $1,636 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.48万 | 0.00% | 94 | -4 | -4.1% | -$628 | 减仓 |
| IMMR | IMMERSION CORP | $1.46万 | 0.00% | 2,159 | 620 | 40.3% | $4,197 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1.46万 | 0.00% | 217 | 49 | 29.2% | $3,289 | 加仓 |
| TKR | TIMKEN CO | $1.45万 | 0.00% | 100 | 9 | 9.9% | $1,308 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1.45万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $1.45万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.45万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | DTF TAX-FREE INCOME 2028 TER | $1.44万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.44万 | 0.00% | 250 | 250 | — | $1.44万 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $1.43万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| — | INOGEN INC | $1.43万 | 0.00% | 2,217 | 190 | 9.4% | $1,226 | 加仓 |
| EROK | EAGLEROCK LD LLC | $1.43万 | 0.00% | 672 | 672 | — | $1.43万 | 新建仓 |
| DBI | DESIGNER BRANDS INC | $1.43万 | 0.00% | 2,449 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $1.43万 | 0.00% | 159 | -57 | -26.4% | -$5,110 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $1.42万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.42万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.42万 | 0.00% | 297 | 21 | 7.6% | $1,003 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $1.42万 | 0.00% | 403 | -30 | -6.9% | -$1,054 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1.41万 | 0.00% | 381 | 56 | 17.2% | $2,079 | 加仓 |
| CXM | SPRINKLR INC | $1.41万 | 0.00% | 2,737 | -426 | -13.5% | -$2,198 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1.41万 | 0.00% | 1,016 | -327 | -24.3% | -$4,539 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1.41万 | 0.00% | 305 | -21 | -6.4% | -$970 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.41万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.40万 | 0.00% | 189 | 9 | 5.0% | $668 | 加仓 |
| ALAB | ASTERA LABS INC | $1.40万 | 0.00% | 29 | 9 | 45.0% | $4,347 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1.40万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $1.39万 | 0.00% | 1,428 | 734 | 105.8% | $7,120 | 加仓 |
| BHVN | BIOHAVEN LTD | $1.38万 | 0.00% | 930 | 43 | 4.8% | $640 | 加仓 |
| TAL | TAL ED GROUP | $1.38万 | 0.00% | 1,445 | -146 | -9.2% | -$1,397 | 减仓 |
| PII | POLARIS INC | $1.38万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $1.38万 | 0.00% | 559 | 17 | 3.1% | $420 | 加仓 |
| VAL | VALARIS LTD | $1.38万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $1.38万 | 0.00% | 124 | 4 | 3.3% | $445 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $1.37万 | 0.00% | 200 | -380 | -65.5% | -$2.61万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $1.36万 | 0.00% | 511 | 511 | — | $1.36万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $1.36万 | 0.00% | 262 | -7 | -2.6% | -$364 | 减仓 |
| MYE | MYERS INDS INC | $1.36万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $1.35万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.35万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $1.35万 | 0.00% | 305 | 305 | — | $1.35万 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $1.34万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $1.33万 | 0.00% | 586 | -14 | -2.3% | -$319 | 减仓 |
| CTS | CTS CORP | $1.33万 | 0.00% | 204 | 13 | 6.8% | $847 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1.33万 | 0.00% | 163 | 5 | 3.2% | $408 | 加仓 |
| TQQQ | PROSHARES TR | $1.33万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $1.32万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $1.32万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.32万 | 0.00% | 139 | -19 | -12.0% | -$1,808 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1.32万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $1.31万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1.31万 | 0.00% | 620 | -4,033 | -86.7% | -$8.55万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $1.31万 | 0.00% | 963 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.31万 | 0.00% | 323 | -545 | -62.8% | -$2.21万 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1.31万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $1.31万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $1.30万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA SA | $1.30万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $1.29万 | 0.00% | 764 | 611 | 399.3% | $1.03万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.29万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $1.29万 | 0.00% | 605 | 588 | 3,458.8% | $1.25万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.29万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.28万 | 0.00% | 52 | -528 | -91.0% | -$13.00万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1.27万 | 0.00% | 252 | 112 | 80.0% | $5,647 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $1.26万 | 0.00% | 1,253 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $1.26万 | 0.00% | 117 | -131 | -52.8% | -$1.41万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1.26万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.25万 | 0.00% | 61 | -23 | -27.4% | -$4,722 | 减仓 |
| UPRO | PROSHARES TR | $1.25万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $1.25万 | 0.00% | 261 | -3,847 | -93.6% | -$18.37万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $1.24万 | 0.00% | 3,119 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.23万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG CORP | $1.23万 | 0.00% | 1,235 | 33 | 2.7% | $329 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1.23万 | 0.00% | 233 | -58 | -19.9% | -$3,054 | 减仓 |
| RBLX | ROBLOX CORP | $1.22万 | 0.00% | 225 | -296 | -56.8% | -$1.61万 | 减仓 |
| NRC | NRC HEALTH | $1.22万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| ONT | ONTERRIS INC | $1.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.21万 | 0.00% | 157 | -2,104 | -93.1% | -$16.25万 | 减仓 |
| THO | THOR INDS INC | $1.21万 | 0.00% | 161 | -44 | -21.5% | -$3,307 | 减仓 |
| AMCR | AMCOR PLC | $1.21万 | 0.00% | 279 | -93 | -25.0% | -$4,032 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $1.20万 | 0.00% | 321 | 36 | 12.6% | $1,351 | 加仓 |
| SCSC | SCANSOURCE INC | $1.20万 | 0.00% | 230 | 3 | 1.3% | $156 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $1.19万 | 0.00% | 700 | -83 | -10.6% | -$1,413 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.19万 | 0.00% | 259 | -126 | -32.7% | -$5,785 | 减仓 |
| MELI | MERCADOLIBRE INC | $1.19万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |