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 |
|---|---|---|---|---|---|---|---|---|
| JACK | JACK IN THE BOX INC | $838 | 0.00% | 53 | -613 | -92.0% | -$9,692 | 减仓 |
| CUBE | CUBESMART | $835 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $834 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $823 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $822 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $821 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $818 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $814 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $810 | 0.00% | 4 | 1 | 33.3% | $202 | 加仓 |
| TROX | TRONOX HOLDINGS PLC | $794 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $785 | 0.00% | 59 | 59 | — | $785 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $777 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $776 | 0.00% | 18 | 18 | — | $776 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $773 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $761 | 0.00% | 70 | -118 | -62.8% | -$1,283 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC | $758 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $735 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $731 | 0.00% | 41 | 41 | — | $731 | 新建仓 |
| GTX | GARRETT MOTION INC | $725 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $723 | 0.00% | 24 | -173 | -87.8% | -$5,212 | 减仓 |
| BAND | BANDWIDTH INC | $696 | 0.00% | 11 | 11 | — | $696 | 新建仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $690 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $670 | 0.00% | 17 | -65 | -79.3% | -$2,562 | 减仓 |
| WTPI | WISDOMTREE TR | $662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $656 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $655 | 0.00% | 13 | 13 | — | $655 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $654 | 0.00% | 77 | -3,067 | -97.6% | -$2.60万 | 减仓 |
| SHOE | SHOE STA GROUP INC | $653 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $645 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PLGO | PELAGOS INS CAP LTD | $633 | 0.00% | 26 | 26 | — | $633 | 新建仓 |
| — | EVE HLDG INC | $620 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $619 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MLR | MILLER INDS INC TENN | $614 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $614 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $608 | 0.00% | 15 | -2 | -11.8% | -$81 | 减仓 |
| FUBO | FUBOTV INC | $607 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $597 | 0.00% | 10 | 10 | — | $597 | 新建仓 |
| JBS | JBS N.V. | $593 | 0.00% | 50 | -14,385 | -99.7% | -$17.06万 | 减仓 |
| NABL | N-ABLE INC | $580 | 0.00% | 158 | -3,006 | -95.0% | -$1.10万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $579 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $574 | 0.00% | 123 | -4,974 | -97.6% | -$2.32万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $573 | 0.00% | 54 | -63 | -53.8% | -$668 | 减仓 |
| ONON | ON HLDG AG | $567 | 0.00% | 16 | -16 | -50.0% | -$567 | 减仓 |
| AVO | MISSION PRODUCE INC | $566 | 0.00% | 48 | 48 | — | $566 | 新建仓 |
| TBCH | TURTLE BEACH CORP | $560 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $545 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $522 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $518 | 0.00% | 64 | -755 | -92.2% | -$6,111 | 减仓 |
| MIDD | MIDDLEBY CORP | $516 | 0.00% | 3 | -1 | -25.0% | -$172 | 减仓 |
| — | BARK INC | $499 | 0.00% | 50 | 50 | — | $499 | 新建仓 |
| HAUZ | DBX ETF TR | $493 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $487 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $482 | 0.00% | 41 | -11 | -21.2% | -$129 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $478 | 0.00% | 80 | -30 | -27.3% | -$179 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $468 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $452 | 0.00% | 14 | 14 | — | $452 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $451 | 0.00% | 132 | -2,434 | -94.9% | -$8,316 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $451 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $439 | 0.00% | 6 | -3 | -33.3% | -$220 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $439 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC | $435 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $434 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $425 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | SIDUS SPACE INC | $416 | 0.00% | 148 | 148 | — | $416 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $411 | 0.00% | 89 | -46 | -34.1% | -$212 | 减仓 |
| LIVN | LIVANOVA PLC | $411 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $404 | 0.00% | 49 | 49 | — | $404 | 新建仓 |
| LCID | LUCID GROUP INC | $388 | 0.00% | 58 | 58 | — | $388 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $387 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $386 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | REALPHA TECH CORP | $386 | 0.00% | 200 | 200 | — | $386 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $382 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $373 | 0.00% | 221 | -1 | -0.5% | -$2 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $364 | 0.00% | 15 | 15 | — | $364 | 新建仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $361 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $356 | 0.00% | 21 | 8 | 61.5% | $136 | 加仓 |
| GATX | GATX CORP | $354 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $351 | 0.00% | 4 | 4 | — | $351 | 新建仓 |
| MSA | MSA SAFETY INC | $349 | 0.00% | 2 | 1 | 100.0% | $174 | 加仓 |
| ACCO | ACCO BRANDS CORP | $341 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $338 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $325 | 0.00% | 13 | 13 | — | $325 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $324 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $323 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $323 | 0.00% | 51 | -6 | -10.5% | -$38 | 减仓 |
| — | KRANESHARES TRUST | $315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVCM | EVERCOMMERCE INC | $312 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $307 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $304 | 0.00% | 17 | -1,766 | -99.0% | -$3.16万 | 减仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $302 | 0.00% | 21 | -53 | -71.6% | -$762 | 减仓 |
| UEC | URANIUM ENERGY CORP | $298 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $298 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $294 | 0.00% | 14 | 14 | — | $294 | 新建仓 |
| AVPT | AVEPOINT INC | $291 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $289 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $277 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $276 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $275 | 0.00% | 14 | -789 | -98.3% | -$1.55万 | 减仓 |
| RPC | RIDGEPOST CAP INC | $275 | 0.00% | 35 | 0 | 0.0% | — | 不变 |