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 |
|---|---|---|---|---|---|---|---|---|
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1.18万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $1.18万 | 0.00% | 144 | -108 | -42.9% | -$8,820 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.18万 | 0.00% | 42 | 1 | 2.4% | $280 | 加仓 |
| OMER | OMEROS CORP | $1.17万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.17万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC | $1.17万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $1.17万 | 0.00% | 295 | -13 | -4.2% | -$514 | 减仓 |
| BELFB | BEL FUSE INC | $1.17万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1.16万 | 0.00% | 2,096 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $1.16万 | 0.00% | 1,029 | -33 | -3.1% | -$371 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $1.15万 | 0.00% | 322 | -308 | -48.9% | -$1.10万 | 减仓 |
| RBB | RBB BANCORP | $1.15万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $1.15万 | 0.00% | 325 | 325 | — | $1.15万 | 新建仓 |
| ILCG | ISHARES TR | $1.15万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $1.15万 | 0.00% | 37 | 15 | 68.2% | $4,649 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1.14万 | 0.00% | 503 | 73 | 17.0% | $1,653 | 加仓 |
| LSTR | LANDSTAR SYS INC | $1.14万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $1.13万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1.13万 | 0.00% | 1,929 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $1.13万 | 0.00% | 794 | 450 | 130.8% | $6,413 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.13万 | 0.00% | 652 | -43 | -6.2% | -$746 | 减仓 |
| SB | SAFE BULKERS INC | $1.13万 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| FOR | FORESTAR GROUP INC | $1.13万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1.13万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $1.12万 | 0.00% | 263 | 10 | 4.0% | $424 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1.11万 | 0.00% | 290 | 35 | 13.7% | $1,341 | 加仓 |
| CAMT | CAMTEK LTD | $1.11万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1.11万 | 0.00% | 79 | 2 | 2.6% | $280 | 加仓 |
| FTI | TECHNIPFMC PLC | $1.10万 | 0.00% | 166 | -1,126 | -87.2% | -$7.47万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1.10万 | 0.00% | 5,400 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.10万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $1.09万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $1.09万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $1.09万 | 0.00% | 70 | -47 | -40.2% | -$7,333 | 减仓 |
| SSD | SIMPSON MFG INC | $1.09万 | 0.00% | 52 | -71 | -57.7% | -$1.49万 | 减仓 |
| SEPN | SEPTERNA INC | $1.08万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL | $1.07万 | 0.00% | 729 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $1.07万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $1.07万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $1.07万 | 0.00% | 265 | -437 | -62.3% | -$1.76万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $1.06万 | 0.00% | 377 | -6 | -1.6% | -$168 | 减仓 |
| TBI | TRUEBLUE INC | $1.06万 | 0.00% | 1,515 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1.05万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD | $1.05万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1.05万 | 0.00% | 318 | -51 | -13.8% | -$1,690 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.05万 | 0.00% | 149 | -71 | -32.3% | -$5,016 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.05万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.04万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.04万 | 0.00% | 58 | -2 | -3.3% | -$358 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $1.04万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | AGENUS INC | $1.03万 | 0.00% | 3,373 | 0 | 0.0% | — | 不变 |
| AEF | ABRDN EMERGING MARKETS EX CH | $1.03万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| CRSR | CORSAIR GAMING INC | $1.03万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1.02万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| DJCO | DAILY JOURNAL CORP | $1.02万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $1.02万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $1.02万 | 0.00% | 89 | 16 | 21.9% | $1,829 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.02万 | 0.00% | 59 | 10 | 20.4% | $1,723 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $1.01万 | 0.00% | 68 | 17 | 33.3% | $2,525 | 加仓 |
| DXJ | WISDOMTREE TR | $1.01万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $1.00万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| NPB | NORTHPOINTE BANCSHARES INC. | $1.00万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $1.00万 | 0.00% | 372 | -2,068 | -84.8% | -$5.58万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $9,955 | 0.00% | 340 | 50 | 17.2% | $1,464 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $9,942 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $9,919 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $9,916 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $9,893 | 0.00% | 109 | 107 | 5,350.0% | $9,711 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $9,881 | 0.00% | 425 | -203 | -32.3% | -$4,720 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $9,866 | 0.00% | 788 | 788 | — | $9,866 | 新建仓 |
| HAS | HASBRO INC | $9,828 | 0.00% | 119 | 8 | 7.2% | $661 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $9,821 | 0.00% | 287 | -6 | -2.0% | -$205 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $9,730 | 0.00% | 594 | -208 | -25.9% | -$3,407 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $9,727 | 0.00% | 139 | 105 | 308.8% | $7,348 | 加仓 |
| NNN | NNN REIT INC | $9,725 | 0.00% | 209 | 3 | 1.5% | $140 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $9,688 | 0.00% | 138 | 138 | — | $9,688 | 新建仓 |
| TDAY | USA TODAY CO INC | $9,687 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $9,654 | 0.00% | 589 | 197 | 50.3% | $3,229 | 加仓 |
| CPA | COPA HOLDINGS SA | $9,645 | 0.00% | 62 | -25 | -28.7% | -$3,889 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $9,643 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $9,629 | 0.00% | 2,501 | 2,437 | 3,807.8% | $9,383 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $9,603 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $9,578 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $9,554 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC | $9,515 | 0.00% | 1,247 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $9,466 | 0.00% | 132 | 24 | 22.2% | $1,721 | 加仓 |
| KNF | KNIFE RIVER CORP | $9,452 | 0.00% | 113 | -2 | -1.7% | -$167 | 减仓 |
| ASAN | ASANA INC | $9,450 | 0.00% | 1,350 | 1,350 | — | $9,450 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $9,365 | 0.00% | 990 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $9,303 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $9,300 | 0.00% | 58 | -1 | -1.7% | -$160 | 减仓 |
| HYMB | SPDR SERIES TRUST | $9,286 | 0.00% | 365 | 327 | 860.5% | $8,319 | 加仓 |
| BRKR | BRUKER CORP | $9,268 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $9,255 | 0.00% | 248 | -1,378 | -84.7% | -$5.14万 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $9,252 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $9,191 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9,190 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $9,182 | 0.00% | 109 | 4 | 3.8% | $337 | 加仓 |
| CLDT | CHATHAM LODGING TR | $9,155 | 0.00% | 692 | 0 | 0.0% | — | 不变 |