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 |
|---|---|---|---|---|---|---|---|---|
| VRP | INVESCO EXCH TRADED FD TR II | $4,862 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $4,858 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4,837 | 0.00% | 108 | 10 | 10.2% | $448 | 加仓 |
| UPST | UPSTART HLDGS INC | $4,818 | 0.00% | 136 | 126 | 1,260.0% | $4,464 | 加仓 |
| — | HIGH INCOME SECS FD | $4,781 | 0.00% | 874 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $4,766 | 0.00% | 195 | -31 | -13.7% | -$758 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $4,763 | 0.00% | 591 | 77 | 15.0% | $621 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $4,760 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $4,752 | 0.00% | 173 | -71 | -29.1% | -$1,950 | 减仓 |
| PEN | PENUMBRA INC | $4,736 | 0.00% | 15 | -16 | -51.6% | -$5,052 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $4,729 | 0.00% | 2,088 | -744 | -26.3% | -$1,685 | 减仓 |
| EVTC | EVERTEC INC | $4,723 | 0.00% | 170 | -1,262 | -88.1% | -$3.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,716 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $4,657 | 0.00% | 10 | -27 | -73.0% | -$1.26万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $4,648 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $4,625 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND | $4,593 | 0.00% | 342 | -3,609 | -91.3% | -$4.85万 | 减仓 |
| GIB | CGI INC | $4,584 | 0.00% | 71 | 59 | 491.7% | $3,809 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $4,511 | 0.00% | 168 | 64 | 61.5% | $1,718 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $4,508 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4,469 | 0.00% | 27 | -4 | -12.9% | -$662 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $4,466 | 0.00% | 156 | -94 | -37.6% | -$2,691 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4,463 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $4,438 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $4,410 | 0.00% | 26 | 10 | 62.5% | $1,696 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4,348 | 0.00% | 38 | -2 | -5.0% | -$229 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $4,337 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC | $4,327 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $4,316 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $4,270 | 0.00% | 47 | -393 | -89.3% | -$3.57万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $4,257 | 0.00% | 900 | -260 | -22.4% | -$1,230 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $4,226 | 0.00% | 1,211 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $4,168 | 0.00% | 680 | -4,503 | -86.9% | -$2.76万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $4,165 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $4,159 | 0.00% | 152 | -69 | -31.2% | -$1,888 | 减仓 |
| AGNT | AGNT INC | $4,155 | 0.00% | 768 | -2,386 | -75.6% | -$1.29万 | 减仓 |
| WSE | WISE GROUP PLC | $4,145 | 0.00% | 348 | 348 | — | $4,145 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $4,136 | 0.00% | 93 | 3 | 3.3% | $133 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $4,133 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO EXCHANGE TRADED FD T | $4,101 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $4,098 | 0.00% | 130 | -512 | -79.8% | -$1.61万 | 减仓 |
| XYLD | GLOBAL X FDS | $4,079 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $4,069 | 0.00% | 245 | 88 | 56.1% | $1,462 | 加仓 |
| IIIN | INSTEEL INDS INC | $4,047 | 0.00% | 134 | -234 | -63.6% | -$7,067 | 减仓 |
| BOKF | BOK FINL CORP | $4,028 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $4,003 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $3,957 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3,917 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | HIGHLAND GLOBAL ALLOCATION F | $3,910 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $3,865 | 0.00% | 187 | 187 | — | $3,865 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,864 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FRO | FRONTLINE PLC | $3,862 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $3,840 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $3,836 | 0.00% | 16 | 10 | 166.7% | $2,398 | 加仓 |
| LGIH | LGI HOMES INC | $3,821 | 0.00% | 60 | 23 | 62.2% | $1,465 | 加仓 |
| — | ALPS ETF TR | $3,814 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $3,806 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3,789 | 0.00% | 45 | -2,104 | -97.9% | -$17.72万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,715 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| FWD | AB ACTIVE ETFS INC | $3,703 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $3,658 | 0.00% | 254 | 175 | 221.5% | $2,520 | 加仓 |
| INVH | INVITATION HOMES INC | $3,625 | 0.00% | 120 | 50 | 71.4% | $1,510 | 加仓 |
| GGG | GRACO INC | $3,554 | 0.00% | 47 | -42 | -47.2% | -$3,176 | 减仓 |
| DTM | DT MIDSTREAM INC | $3,522 | 0.00% | 24 | 3 | 14.3% | $440 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,500 | 0.00% | 111 | 15 | 15.6% | $473 | 加仓 |
| VMI | VALMONT INDS INC | $3,466 | 0.00% | 6 | 2 | 50.0% | $1,155 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $3,460 | 0.00% | 111 | 28 | 33.7% | $873 | 加仓 |
| ACM | AECOM | $3,420 | 0.00% | 49 | -14 | -22.2% | -$977 | 减仓 |
| PVH | PVH CORPORATION | $3,416 | 0.00% | 46 | 2 | 4.5% | $149 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3,398 | 0.00% | 56 | 21 | 60.0% | $1,274 | 加仓 |
| — | AXIA ENERGIA SA | $3,397 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $3,332 | 0.00% | 49 | 33 | 206.2% | $2,244 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $3,328 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $3,289 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $3,286 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $3,281 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,254 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $3,251 | 0.00% | 131 | -36 | -21.6% | -$893 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3,212 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $3,178 | 0.00% | 110 | -17 | -13.4% | -$491 | 减仓 |
| CART | MAPLEBEAR INC | $3,172 | 0.00% | 67 | 40 | 148.1% | $1,894 | 加仓 |
| CNA | CNA FINL CORP | $3,160 | 0.00% | 65 | -82 | -55.8% | -$3,986 | 减仓 |
| VDC | VANGUARD WORLD FD | $3,157 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $3,146 | 0.00% | 222 | -313 | -58.5% | -$4,436 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $3,133 | 0.00% | 46 | -21 | -31.3% | -$1,430 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $3,125 | 0.00% | 231 | -323 | -58.3% | -$4,370 | 减仓 |
| IJJ | ISHARES TR | $3,102 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $3,102 | 0.00% | 110 | 21 | 23.6% | $592 | 加仓 |
| FROG | JFROG LTD | $3,090 | 0.00% | 34 | 34 | — | $3,090 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,073 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $3,072 | 0.00% | 276 | 123 | 80.4% | $1,369 | 加仓 |
| GME | GAMESTOP CORP | $3,047 | 0.00% | 138 | -140 | -50.4% | -$3,091 | 减仓 |
| FVCB | FVCBANKCORP INC | $3,045 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $3,042 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $3,040 | 0.00% | 49 | -76 | -60.8% | -$4,715 | 减仓 |
| ALV | AUTOLIV INC | $3,020 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA EXCHANGE-TRADE | $3,011 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $2,975 | 0.00% | 323 | -6 | -1.8% | -$55 | 减仓 |
| — | OCCIDENTAL PETE CORP | $2,956 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $2,900 | 0.00% | 13 | 2 | 18.2% | $446 | 加仓 |