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 |
|---|---|---|---|---|---|---|---|---|
| SPT | SPROUT SOCIAL INC | $7,843 | 0.00% | 1,376 | 955 | 226.8% | $5,443 | 加仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $7,837 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $7,830 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $7,807 | 0.00% | 248 | 27 | 12.2% | $850 | 加仓 |
| SPYX | SPDR SERIES TRUST | $7,795 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| PTL | NORTHERN LTS FD TR IV | $7,767 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $7,738 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $7,730 | 0.00% | 191 | 4 | 2.1% | $162 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $7,724 | 0.00% | 192 | -820 | -81.0% | -$3.30万 | 减仓 |
| COO | COOPER COS INC | $7,722 | 0.00% | 108 | 19 | 21.3% | $1,358 | 加仓 |
| OEC | ORION S.A. | $7,644 | 0.00% | 1,176 | 1,176 | — | $7,644 | 新建仓 |
| DGRW | WISDOMTREE TR | $7,642 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $7,640 | 0.00% | 105 | 7 | 7.1% | $509 | 加仓 |
| HBNC | HORIZON BANCORP IND | $7,622 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $7,618 | 0.00% | 174 | 2 | 1.2% | $88 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $7,617 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $7,611 | 0.00% | 160 | -1 | -0.6% | -$48 | 减仓 |
| GOVT | ISHARES TR | $7,583 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $7,578 | 0.00% | 334 | -61 | -15.4% | -$1,384 | 减仓 |
| HCKT | HACKETT GROUP INC | $7,559 | 0.00% | 581 | 581 | — | $7,559 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $7,538 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $7,534 | 0.00% | 89 | 20 | 29.0% | $1,693 | 加仓 |
| BHVN | BIOHAVEN LTD | $7,504 | 0.00% | 887 | 498 | 128.0% | $4,213 | 加仓 |
| — | NUVALENT INC | $7,479 | 0.00% | 73 | 2 | 2.8% | $205 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $7,475 | 0.00% | 990 | -1,289 | -56.6% | -$9,733 | 减仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $7,475 | 0.00% | 1,342 | -144 | -9.7% | -$802 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $7,449 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $7,417 | 0.00% | 410 | 410 | — | $7,417 | 新建仓 |
| LNN | LINDSAY CORP | $7,382 | 0.00% | 62 | 5 | 8.8% | $595 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $7,376 | 0.00% | 51 | -10 | -16.4% | -$1,446 | 减仓 |
| HLLY | HOLLEY INC | $7,362 | 0.00% | 2,398 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $7,358 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $7,356 | 0.00% | 200 | 18 | 9.9% | $662 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $7,240 | 0.00% | 158 | -2,447 | -93.9% | -$11.21万 | 减仓 |
| GDDY | GODADDY INC | $7,192 | 0.00% | 87 | 73 | 521.4% | $6,035 | 加仓 |
| HEFA | ISHARES TR | $7,182 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $7,107 | 0.00% | 41 | 7 | 20.6% | $1,213 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $7,099 | 0.00% | 73 | 19 | 35.2% | $1,848 | 加仓 |
| CACI | CACI INTL INC | $7,070 | 0.00% | 13 | 1 | 8.3% | $544 | 加仓 |
| MKC | MCCORMICK & CO INC | $7,062 | 0.00% | 140 | -32 | -18.6% | -$1,614 | 减仓 |
| EVH | EVOLENT HEALTH INC | $7,047 | 0.00% | 3,091 | 2,483 | 408.4% | $5,661 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $7,046 | 0.00% | 770 | 770 | — | $7,046 | 新建仓 |
| INGR | INGREDION INC | $6,985 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC | $6,929 | 0.00% | 35 | -1 | -2.8% | -$198 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $6,915 | 0.00% | 1,170 | -1,201 | -50.7% | -$7,098 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $6,906 | 0.00% | 183 | 173 | 1,730.0% | $6,529 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $6,901 | 0.00% | 190 | 135 | 245.5% | $4,903 | 加仓 |
| BAX | BAXTER INTL INC | $6,888 | 0.00% | 410 | -94 | -18.7% | -$1,579 | 减仓 |
| SMR | NUSCALE PWR CORP | $6,873 | 0.00% | 634 | -386 | -37.8% | -$4,185 | 减仓 |
| — | ALPHA TEKNOVA INC | $6,867 | 0.00% | 2,376 | 2,376 | — | $6,867 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $6,855 | 0.00% | 548 | 273 | 99.3% | $3,415 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $6,840 | 0.00% | 619 | -3,487 | -84.9% | -$3.85万 | 减仓 |
| TQQQ | PROSHARES TR | $6,836 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $6,824 | 0.00% | 58 | 41 | 241.2% | $4,824 | 加仓 |
| OGS | ONE GAS INC | $6,804 | 0.00% | 79 | 79 | — | $6,804 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6,801 | 0.00% | 92 | -6 | -6.1% | -$444 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $6,793 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $6,791 | 0.00% | 183 | -742 | -80.2% | -$2.75万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $6,776 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $6,766 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $6,750 | 0.00% | 147 | 110 | 297.3% | $5,051 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $6,732 | 0.00% | 2,759 | -413 | -13.0% | -$1,008 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $6,719 | 0.00% | 51 | 3 | 6.2% | $395 | 加仓 |
| JLL | JONES LANG LASALLE INC | $6,695 | 0.00% | 22 | 5 | 29.4% | $1,522 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,692 | 0.00% | 348 | -311 | -47.2% | -$5,980 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,664 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $6,634 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $6,632 | 0.00% | 1,598 | 1,598 | — | $6,632 | 新建仓 |
| NVR | NVR INC | $6,590 | 0.00% | 1 | -8 | -88.9% | -$5.27万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $6,590 | 0.00% | 61 | 34 | 125.9% | $3,673 | 加仓 |
| WSBC | WESBANCO INC | $6,553 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $6,541 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $6,536 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $6,535 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $6,504 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $6,497 | 0.00% | 1,577 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC | $6,475 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $6,443 | 0.00% | 47 | 6 | 14.6% | $823 | 加仓 |
| JACK | JACK IN THE BOX INC | $6,440 | 0.00% | 666 | -2,799 | -80.8% | -$2.71万 | 减仓 |
| BPOP | POPULAR INC | $6,440 | 0.00% | 48 | 6 | 14.3% | $805 | 加仓 |
| TRU | TRANSUNION | $6,435 | 0.00% | 93 | 4 | 4.5% | $277 | 加仓 |
| PCYO | PURE CYCLE CORP | $6,428 | 0.00% | 639 | -24 | -3.6% | -$241 | 减仓 |
| RZLT | REZOLUTE INC | $6,411 | 0.00% | 2,102 | 2,102 | — | $6,411 | 新建仓 |
| GME | GAMESTOP CORP | $6,405 | 0.00% | 278 | -3,015 | -91.6% | -$6.95万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $6,378 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $6,364 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| QTRX | QUANTERIX CORP | $6,332 | 0.00% | 1,799 | 1,799 | — | $6,332 | 新建仓 |
| NTNX | NUTANIX INC | $6,310 | 0.00% | 166 | 61 | 58.1% | $2,319 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $6,280 | 0.00% | 392 | -196 | -33.3% | -$3,140 | 减仓 |
| IHF | ISHARES TR | $6,278 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $6,241 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $6,237 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $6,202 | 0.00% | 1,520 | 1,520 | — | $6,202 | 新建仓 |
| EVER | EVERQUOTE INC | $6,168 | 0.00% | 400 | -1,529 | -79.3% | -$2.36万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $6,158 | 0.00% | 115 | -105 | -47.7% | -$5,623 | 减仓 |
| XME | SPDR SERIES TRUST | $6,157 | 0.00% | 57 | 57 | — | $6,157 | 新建仓 |
| EBND | SPDR SERIES TRUST | $6,151 | 0.00% | 298 | 298 | — | $6,151 | 新建仓 |
| WK | WORKIVA INC | $6,142 | 0.00% | 103 | 18 | 21.2% | $1,073 | 加仓 |
| EZU | ISHARES INC | $6,139 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $6,074 | 0.00% | 319 | -8,607 | -96.4% | -$16.39万 | 减仓 |