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 |
|---|---|---|---|---|---|---|---|---|
| ITB | ISHARES TR | $1,672 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1,670 | 0.00% | 33 | 33 | — | $1,670 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,663 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1,641 | 0.00% | 34 | 6 | 21.4% | $290 | 加仓 |
| FCN | FTI CONSULTING INC | $1,639 | 0.00% | 11 | -17 | -60.7% | -$2,533 | 减仓 |
| IFRA | ISHARES TR | $1,639 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $1,622 | 0.00% | 32 | -14 | -30.4% | -$710 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $1,617 | 0.00% | 75 | 52 | 226.1% | $1,121 | 加仓 |
| MATV | MATIV HOLDINGS INC | $1,605 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $1,602 | 0.00% | 208 | -192 | -48.0% | -$1,479 | 减仓 |
| CMRE | COSTAMARE INC | $1,598 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $1,584 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,571 | 0.00% | 99 | -480 | -82.9% | -$7,617 | 重新持有 |
| INN | SUMMIT HOTEL PPTYS | $1,563 | 0.00% | 223 | -772 | -77.6% | -$5,411 | 减仓 |
| NVRI | ENVIRI CORP | $1,558 | 0.00% | 71 | 71 | — | $1,558 | 新建仓 |
| ELF | E L F BEAUTY INC | $1,554 | 0.00% | 21 | -381 | -94.8% | -$2.82万 | 减仓 |
| CAE | CAE INC | $1,554 | 0.00% | 62 | 13 | 26.5% | $326 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $1,552 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,546 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $1,533 | 0.00% | 145 | 103 | 245.2% | $1,089 | 加仓 |
| IBB | ISHARES TR | $1,522 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $1,507 | 0.00% | 96 | -7 | -6.8% | -$110 | 减仓 |
| AVTR | AVANTOR INC | $1,505 | 0.00% | 152 | 79 | 108.2% | $782 | 加仓 |
| ASPI | ASP ISOTOPES INC | $1,505 | 0.00% | 242 | 242 | — | $1,505 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,501 | 0.00% | 21 | -10 | -32.3% | -$715 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,484 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1,483 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $1,483 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $1,445 | 0.00% | 74 | 74 | — | $1,445 | 新建仓 |
| ZG | ZILLOW GROUP INC | $1,443 | 0.00% | 46 | -26 | -36.1% | -$816 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,434 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $1,409 | 0.00% | 354 | 354 | — | $1,409 | 新建仓 |
| ICLR | ICON PUB LTD CO | $1,390 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1,386 | 0.00% | 37 | 3 | 8.8% | $112 | 加仓 |
| ENVX | ENOVIX CORPORATION | $1,384 | 0.00% | 228 | -1,523 | -87.0% | -$9,245 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $1,374 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| INR | INFINITY NAT RES INC | $1,359 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $1,359 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1,346 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $1,344 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $1,336 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | HUTCHMED CHINA LTD | $1,334 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $1,331 | 0.00% | 46 | -18 | -28.1% | -$521 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,330 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1,330 | 0.00% | 26 | 21 | 420.0% | $1,074 | 重新持有 |
| OSPN | ONESPAN INC | $1,320 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $1,311 | 0.00% | 23 | 1 | 4.5% | $57 | 加仓 |
| SLGN | SILGAN HLDGS INC | $1,299 | 0.00% | 28 | 7 | 33.3% | $325 | 加仓 |
| WEX | WEX INC | $1,270 | 0.00% | 9 | 1 | 12.5% | $141 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $1,231 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,222 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ATHM | AUTOHOME INC | $1,218 | 0.00% | 64 | -51 | -44.3% | -$971 | 减仓 |
| ACWX | ISHARES TR | $1,218 | 0.00% | 16 | 16 | — | $1,218 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $1,214 | 0.00% | 562 | -2,875 | -83.6% | -$6,210 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,208 | 0.00% | 33 | 33 | — | $1,208 | 新建仓 |
| RBRK | RUBRIK INC. | $1,204 | 0.00% | 15 | -4 | -21.1% | -$321 | 减仓 |
| SOBO | SOUTH BOW CORP | $1,198 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $1,190 | 0.00% | 10 | 2 | 25.0% | $238 | 加仓 |
| OXM | OXFORD INDS INC | $1,186 | 0.00% | 34 | -429 | -92.7% | -$1.50万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,176 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1,169 | 0.00% | 39 | 18 | 85.7% | $540 | 加仓 |
| BSY | BENTLEY SYS INC | $1,166 | 0.00% | 39 | -21 | -35.0% | -$628 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $1,164 | 0.00% | 76 | -14 | -15.6% | -$214 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,160 | 0.00% | 22 | 22 | — | $1,160 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,155 | 0.00% | 105 | 2 | 1.9% | $22 | 加仓 |
| CSTM | CONSTELLIUM SE | $1,147 | 0.00% | 36 | 36 | — | $1,147 | 新建仓 |
| VAW | VANGUARD WORLD FD | $1,144 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1,139 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,124 | 0.00% | 81 | 10 | 14.1% | $139 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1,106 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $1,100 | 0.00% | 21 | -2 | -8.7% | -$105 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $1,076 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,059 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HYFI | AB ACTIVE ETFS INC | $1,058 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $1,056 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,008 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,000 | 0.00% | 20 | -58 | -74.4% | -$2,900 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $999 | 0.00% | 13 | -2 | -13.3% | -$154 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $987 | 0.00% | 36 | 36 | — | $987 | 新建仓 |
| RLJ | RLJ LODGING TR | $984 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $981 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FA | FIRST ADVANTAGE CORP NEW | $975 | 0.00% | 54 | 54 | — | $975 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $969 | 0.00% | 6 | 6 | — | $969 | 新建仓 |
| — | LIBERTY CAP CORP | $964 | 0.00% | 44 | 43 | 4,300.0% | $942 | 加仓 |
| VNT | VONTIER CORPORATION | $957 | 0.00% | 33 | -4 | -10.8% | -$116 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $955 | 0.00% | 185 | -6,685 | -97.3% | -$3.45万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $952 | 0.00% | 11 | 2 | 22.2% | $173 | 加仓 |
| HLF | HERBALIFE LTD | $947 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $939 | 0.00% | 62 | -71 | -53.4% | -$1,075 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $939 | 0.00% | 8 | -3 | -27.3% | -$352 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $924 | 0.00% | 16 | -45 | -73.8% | -$2,599 | 减仓 |
| FIG | FIGMA INC | $923 | 0.00% | 51 | 51 | — | $923 | 新建仓 |
| WOLF | WOLFSPEED INC | $917 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY | $904 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $896 | 0.00% | 9 | 9 | — | $896 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $868 | 0.00% | 9 | 9 | — | $868 | 新建仓 |
| HLNE | HAMILTON LANE INC | $867 | 0.00% | 11 | 3 | 37.5% | $236 | 加仓 |
| LOPE | GRAND CANYON ED INC | $859 | 0.00% | 6 | 4 | 200.0% | $573 | 重新持有 |
| PRI | PRIMERICA INC | $853 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $846 | 0.00% | 201 | 0 | 0.0% | — | 不变 |