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 |
|---|---|---|---|---|---|---|---|---|
| PFSI | PENNYMAC FINL SVCS INC NEW | $9,146 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $9,132 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $9,131 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $9,066 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $9,045 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $9,016 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $9,000 | 0.00% | 242 | 5 | 2.1% | $186 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $8,989 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $8,982 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $8,951 | 0.00% | 57 | -1,374 | -96.0% | -$21.58万 | 减仓 |
| KHC | KRAFT HEINZ CO | $8,939 | 0.00% | 378 | 9 | 2.4% | $213 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,932 | 0.00% | 53 | 2 | 3.9% | $337 | 加仓 |
| FLEX | FLEX LTD | $8,914 | 0.00% | 55 | 25 | 83.3% | $4,052 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $8,902 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $8,878 | 0.00% | 117 | 30 | 34.5% | $2,276 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $8,869 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $8,867 | 0.00% | 314 | -175 | -35.8% | -$4,942 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $8,851 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $8,849 | 0.00% | 604 | -812 | -57.3% | -$1.19万 | 减仓 |
| AMBA | AMBARELLA INC | $8,837 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $8,820 | 0.00% | 5,040 | 3,967 | 369.7% | $6,942 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $8,794 | 0.00% | 832 | 832 | — | $8,794 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $8,768 | 0.00% | 727 | 391 | 116.4% | $4,716 | 重新持有 |
| DMC | DEL MONTE CORP | $8,708 | 0.00% | 312 | -305 | -49.4% | -$8,513 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $8,670 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $8,633 | 0.00% | 529 | -2,021 | -79.3% | -$3.30万 | 减仓 |
| FRSH | FRESHWORKS INC | $8,622 | 0.00% | 852 | 831 | 3,957.1% | $8,409 | 加仓 |
| TTD | THE TRADE DESK INC | $8,498 | 0.00% | 470 | 136 | 40.7% | $2,459 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,497 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $8,495 | 0.00% | 1,480 | 1,480 | — | $8,495 | 新建仓 |
| DGRW | WISDOMTREE TR | $8,319 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $8,316 | 0.00% | 62 | -24 | -27.9% | -$3,219 | 减仓 |
| IHF | ISHARES TR | $8,300 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $8,294 | 0.00% | 4 | -2 | -33.3% | -$4,147 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $8,272 | 0.00% | 122 | 7 | 6.1% | $475 | 加仓 |
| DX | DYNEX CAP INC | $8,259 | 0.00% | 630 | -823 | -56.6% | -$1.08万 | 减仓 |
| TEX | TEREX CORP NEW | $8,252 | 0.00% | 114 | -2,108 | -94.9% | -$15.26万 | 减仓 |
| TREE | LENDINGTREE INC | $8,238 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $8,213 | 0.00% | 1,342 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $8,206 | 0.00% | 187 | 4 | 2.2% | $176 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $8,184 | 0.00% | 755 | -3,868 | -83.7% | -$4.19万 | 减仓 |
| EGY | VAALCO ENERGY INC | $8,153 | 0.00% | 1,605 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $8,140 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $8,137 | 0.00% | 38 | -3 | -7.3% | -$642 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $8,107 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $8,098 | 0.00% | 1,352 | 1,352 | — | $8,098 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $8,049 | 0.00% | 77 | 16 | 26.2% | $1,673 | 加仓 |
| TLH | ISHARES TR | $8,028 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $8,019 | 0.00% | 891 | 857 | 2,520.6% | $7,713 | 加仓 |
| XSOE | WISDOMTREE TR | $8,016 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC | $8,014 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $7,987 | 0.00% | 98 | 4 | 4.3% | $326 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,961 | 0.00% | 145 | 20 | 16.0% | $1,098 | 加仓 |
| EBND | SPDR SERIES TRUST | $7,950 | 0.00% | 380 | 82 | 27.5% | $1,716 | 加仓 |
| HEFA | ISHARES TR | $7,930 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $7,928 | 0.00% | 160 | 100 | 166.7% | $4,955 | 加仓 |
| IGIB | ISHARES TR | $7,922 | 0.00% | 149 | -52 | -25.9% | -$2,765 | 减仓 |
| MNDY | MONDAY COM LTD | $7,891 | 0.00% | 109 | -131 | -54.6% | -$9,484 | 减仓 |
| BPOP | POPULAR INC | $7,881 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $7,873 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $7,860 | 0.00% | 105 | 55 | 110.0% | $4,117 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $7,837 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $7,836 | 0.00% | 132 | 73 | 123.7% | $4,334 | 加仓 |
| OEC | ORION S.A. | $7,797 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $7,786 | 0.00% | 129 | 125 | 3,125.0% | $7,545 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $7,780 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| QTRX | QUANTERIX CORP | $7,772 | 0.00% | 1,799 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $7,766 | 0.00% | 82 | 20 | 32.3% | $1,894 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $7,757 | 0.00% | 640 | -894 | -58.3% | -$1.08万 | 减仓 |
| — | CHART INDS INC | $7,731 | 0.00% | 37 | -61 | -62.2% | -$1.27万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $7,674 | 0.00% | 212 | 212 | — | $7,674 | 新建仓 |
| — | RE/MAX HLDGS INC | $7,642 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $7,632 | 0.00% | 151 | 23 | 18.0% | $1,162 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $7,599 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $7,540 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $7,526 | 0.00% | 96 | 4 | 4.3% | $314 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $7,462 | 0.00% | 334 | -306 | -47.8% | -$6,836 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7,439 | 0.00% | 67 | 65 | 3,250.0% | $7,217 | 加仓 |
| — | ISHARES ETHEREUM TR | $7,407 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $7,376 | 0.00% | 388 | -921 | -70.4% | -$1.75万 | 减仓 |
| ESGU | ISHARES TR | $7,365 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $7,329 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,285 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $7,262 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $7,259 | 0.00% | 416 | 55 | 15.2% | $960 | 加仓 |
| CLX | CLOROX CO DEL | $7,253 | 0.00% | 76 | -190 | -71.4% | -$1.81万 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $7,241 | 0.00% | 153 | 13 | 9.3% | $615 | 加仓 |
| WWD | WOODWARD INC | $7,232 | 0.00% | 17 | 3 | 21.4% | $1,276 | 加仓 |
| WK | WORKIVA INC | $7,228 | 0.00% | 149 | 46 | 44.7% | $2,231 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $7,212 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $7,143 | 0.00% | 2,381 | 424 | 21.7% | $1,272 | 重新持有 |
| IHE | ISHARES TR | $7,129 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $7,061 | 0.00% | 187 | 113 | 152.7% | $4,267 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $7,058 | 0.00% | 40 | -31 | -43.7% | -$5,470 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $7,046 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC | $7,042 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $7,025 | 0.00% | 278 | 52 | 23.0% | $1,314 | 加仓 |
| OSCR | OSCAR HEALTH INC | $6,987 | 0.00% | 245 | 61 | 33.2% | $1,740 | 加仓 |
| LAND | GLADSTONE LD CORP | $6,986 | 0.00% | 819 | -3,922 | -82.7% | -$3.35万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $6,973 | 0.00% | 302 | -107 | -26.2% | -$2,471 | 减仓 |