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 |
|---|---|---|---|---|---|---|---|---|
| — | CRINETICS PHARMACEUTICALS IN | $6,960 | 0.00% | 186 | -4 | -2.1% | -$150 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $6,940 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $6,910 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP | $6,855 | 0.00% | 678 | 678 | — | $6,855 | 新建仓 |
| SMR | NUSCALE PWR CORP | $6,840 | 0.00% | 682 | 48 | 7.6% | $481 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $6,828 | 0.00% | 381 | 381 | — | $6,828 | 新建仓 |
| SDOG | ALPS ETF TR | $6,822 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $6,820 | 0.00% | 1,314 | 27 | 2.1% | $140 | 加仓 |
| NVR | NVR INC | $6,813 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $6,811 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $6,805 | 0.00% | 81 | 5 | 6.6% | $420 | 加仓 |
| AORT | ARTIVION INC | $6,696 | 0.00% | 298 | -478 | -61.6% | -$1.07万 | 减仓 |
| — | MEDIFAST INC | $6,695 | 0.00% | 631 | -173 | -21.5% | -$1,836 | 减仓 |
| RWT | REDWOOD TRUST INC | $6,683 | 0.00% | 1,410 | -59 | -4.0% | -$280 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $6,677 | 0.00% | 2,759 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $6,648 | 0.00% | 1,598 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $6,587 | 0.00% | 33 | -8 | -19.5% | -$1,597 | 减仓 |
| HCKT | HACKETT GROUP INC | $6,570 | 0.00% | 610 | 29 | 5.0% | $312 | 加仓 |
| LEN/B | LENNAR CORP | $6,565 | 0.00% | 74 | 65 | 722.2% | $5,767 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $6,559 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $6,555 | 0.00% | 867 | 18 | 2.1% | $136 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $6,520 | 0.00% | 103 | 8 | 8.4% | $506 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $6,518 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $6,484 | 0.00% | 948 | 52 | 5.8% | $356 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $6,477 | 0.00% | 217 | -196 | -47.5% | -$5,850 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $6,466 | 0.00% | 226 | -22 | -8.9% | -$629 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $6,453 | 0.00% | 95 | 6 | 6.7% | $408 | 加仓 |
| EZM | WISDOMTREE TR | $6,442 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $6,442 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $6,436 | 0.00% | 118 | -42 | -26.2% | -$2,291 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,419 | 0.00% | 329 | -19 | -5.5% | -$371 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $6,414 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $6,388 | 0.00% | 425 | -1,800 | -80.9% | -$2.71万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $6,387 | 0.00% | 74 | 15 | 25.4% | $1,295 | 加仓 |
| TRUP | TRUPANION INC | $6,366 | 0.00% | 257 | -433 | -62.8% | -$1.07万 | 减仓 |
| HL | HECLA MINING COMPANY | $6,342 | 0.00% | 411 | -1,827 | -81.6% | -$2.82万 | 减仓 |
| RUM | RUM GROUP INC | $6,340 | 0.00% | 1,000 | 1,000 | — | $6,340 | 新建仓 |
| BB | BLACKBERRY LTD | $6,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $6,322 | 0.00% | 893 | -1,529 | -63.1% | -$1.08万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $6,285 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $6,272 | 0.00% | 147 | -2,504 | -94.5% | -$10.68万 | 减仓 |
| CPNG | COUPANG INC | $6,236 | 0.00% | 359 | -1,288 | -78.2% | -$2.24万 | 减仓 |
| HLLY | HOLLEY INC | $6,115 | 0.00% | 2,398 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $6,109 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IBCP | INDEPENDENT BK CORP MICH | $6,096 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $6,096 | 0.00% | 37 | 1 | 2.8% | $165 | 加仓 |
| XME | SPDR SERIES TRUST | $6,095 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $6,045 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,029 | 0.00% | 49 | -5 | -9.3% | -$615 | 减仓 |
| TENB | TENABLE HLDGS INC | $5,975 | 0.00% | 162 | -427 | -72.5% | -$1.57万 | 减仓 |
| COMP | COMPASS INC | $5,943 | 0.00% | 482 | 312 | 183.5% | $3,847 | 加仓 |
| EBF | ENNIS INC | $5,929 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $5,888 | 0.00% | 910 | -2,150 | -70.3% | -$1.39万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $5,851 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $5,840 | 0.00% | 80 | 22 | 37.9% | $1,606 | 加仓 |
| DCI | DONALDSON INC | $5,835 | 0.00% | 65 | 7 | 12.1% | $628 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $5,805 | 0.00% | 150 | 9 | 6.4% | $348 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5,801 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $5,798 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $5,652 | 0.00% | 50 | 21 | 72.4% | $2,374 | 加仓 |
| BF/B | BROWN FORMAN CORP | $5,583 | 0.00% | 210 | -100 | -32.3% | -$2,659 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,576 | 0.00% | 21 | -2 | -8.7% | -$531 | 减仓 |
| CACI | CACI INTL INC | $5,559 | 0.00% | 12 | -1 | -7.7% | -$463 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $5,549 | 0.00% | 368 | 25 | 7.3% | $377 | 加仓 |
| — | LIBERTY BROADBAND CORP | $5,521 | 0.00% | 166 | 42 | 33.9% | $1,397 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $5,521 | 0.00% | 67 | 1 | 1.5% | $82 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $5,508 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $5,505 | 0.00% | 126 | -184 | -59.4% | -$8,039 | 减仓 |
| FLS | FLOWSERVE CORP | $5,488 | 0.00% | 74 | -766 | -91.2% | -$5.68万 | 减仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $5,450 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $5,447 | 0.00% | 33 | -38 | -53.5% | -$6,272 | 减仓 |
| BURL | BURLINGTON STORES INC | $5,386 | 0.00% | 17 | -1 | -5.6% | -$317 | 减仓 |
| KT | KT CORP | $5,357 | 0.00% | 310 | -386 | -55.5% | -$6,670 | 减仓 |
| ASST | STRIVE INC | $5,335 | 0.00% | 489 | 480 | 5,333.3% | $5,237 | 加仓 |
| TRMB | TRIMBLE INC | $5,323 | 0.00% | 104 | -240 | -69.8% | -$1.23万 | 减仓 |
| NTNX | NUTANIX INC | $5,300 | 0.00% | 104 | -62 | -37.3% | -$3,160 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5,299 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DEUS | DBX ETF TR | $5,289 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $5,261 | 0.00% | 602 | 81 | 15.5% | $708 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $5,252 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $5,224 | 0.00% | 163 | 25 | 18.1% | $801 | 加仓 |
| CNMD | CONMED CORP | $5,204 | 0.00% | 159 | -955 | -85.7% | -$3.13万 | 减仓 |
| MGA | MAGNA INTL INC | $5,187 | 0.00% | 79 | 5 | 6.8% | $328 | 加仓 |
| NOV | NOV INC | $5,101 | 0.00% | 275 | 68 | 32.9% | $1,261 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $5,097 | 0.00% | 140 | 42 | 42.9% | $1,529 | 加仓 |
| G | GENPACT LIMITED | $5,088 | 0.00% | 185 | -162 | -46.7% | -$4,455 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $5,088 | 0.00% | 181 | 89 | 96.7% | $2,502 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $5,077 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $5,033 | 0.00% | 123 | -11 | -8.2% | -$450 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $5,014 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $5,013 | 0.00% | 66 | 5 | 8.2% | $380 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $4,996 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,978 | 0.00% | 87 | 19 | 27.9% | $1,087 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $4,951 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $4,949 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $4,911 | 0.00% | 37 | 37 | — | $4,911 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $4,905 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $4,903 | 0.00% | 83 | 64 | 336.8% | $3,781 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $4,895 | 0.00% | 96 | 93 | 3,100.0% | $4,742 | 加仓 |
| FTAI | FTAI AVIATION LTD | $4,870 | 0.00% | 18 | 8 | 80.0% | $2,164 | 加仓 |