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 |
|---|---|---|---|---|---|---|---|---|
| REMX | VANECK ETF TRUST | $266 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $265 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $256 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $242 | 0.00% | 59 | -725 | -92.5% | -$2,974 | 减仓 |
| EXPO | EXPONENT INC | $235 | 0.00% | 4 | -116 | -96.7% | -$6,815 | 减仓 |
| LOVE | LOVESAC CO | $234 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $231 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $227 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $218 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $215 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $210 | 0.00% | 4 | -9 | -69.2% | -$472 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $209 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $207 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $206 | 0.00% | 35 | 35 | — | $206 | 新建仓 |
| SRVR | PACER FDS TR | $191 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $189 | 0.00% | 4 | 4 | — | $189 | 新建仓 |
| TTAM | TITAN AMER SA | $187 | 0.00% | 10 | -15 | -60.0% | -$280 | 减仓 |
| — | TILRAY BRANDS INC | $184 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AMBQ | AMBIQ MICRO INC | $177 | 0.00% | 2 | 2 | — | $177 | 新建仓 |
| SAM | BOSTON BEER INC | $177 | 0.00% | 1 | 1 | — | $177 | 新建仓 |
| CLVT | CLARIVATE PLC | $151 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $150 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $149 | 0.00% | 6 | -193 | -97.0% | -$4,793 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $149 | 0.00% | 4 | -30 | -88.2% | -$1,118 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $147 | 0.00% | 8 | 8 | — | $147 | 新建仓 |
| IREN | IREN LIMITED | $137 | 0.00% | 3 | 3 | — | $137 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $135 | 0.00% | 10 | -24 | -70.6% | -$324 | 减仓 |
| GRPN | GROUPON INC | $120 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $115 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $99 | 0.00% | 15 | -63 | -80.8% | -$416 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $95 | 0.00% | 2 | -110 | -98.2% | -$5,225 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $93 | 0.00% | 2 | -39 | -95.1% | -$1,814 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $90 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $76 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $75 | 0.00% | 24 | -333 | -93.3% | -$1,041 | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $72 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $60 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $59 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $56 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $45 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | REE AUTOMOTIVE LTD | $33 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | AMERICAS CAR-MART INC | $31 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $30 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $13 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SENSEONICS HLDGS INC | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ESS TECH INC | $6 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -35,000 | -100.0% | -$152.43万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -12,320 | -100.0% | -$31.88万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -2,835 | -100.0% | -$20.30万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -2,205 | -100.0% | -$17.63万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -3,209 | -100.0% | -$15.00万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -2,137 | -100.0% | -$13.88万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -3,097 | -100.0% | -$13.02万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -2,344 | -100.0% | -$6.26万 | 清仓 |
| LMB | LIMBACH HLDGS INC | $0 | 0.00% | 0 | -788 | -100.0% | -$6.15万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -2,521 | -100.0% | -$5.99万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -1,483 | -100.0% | -$5.81万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,446 | -100.0% | -$5.08万 | 清仓 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -661 | -100.0% | -$5.03万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -657 | -100.0% | -$4.97万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -408 | -100.0% | -$3.67万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -3,204 | -100.0% | -$3.47万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -1,741 | -100.0% | -$3.42万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -1,767 | -100.0% | -$3.33万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -451 | -100.0% | -$2.89万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -491 | -100.0% | -$2.43万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -971 | -100.0% | -$2.40万 | 清仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | -1,026 | -100.0% | -$2.25万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -3,662 | -100.0% | -$2.22万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -837 | -100.0% | -$1.98万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -2,841 | -100.0% | -$1.98万 | 清仓 |
| CTKB | CYTEK BIOSCIENCES INC | $0 | 0.00% | 0 | -4,313 | -100.0% | -$1.88万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -1,056 | -100.0% | -$1.74万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -3,961 | -100.0% | -$1.59万 | 清仓 |
| SITC | SITE CTRS CORP | $0 | 0.00% | 0 | -2,692 | -100.0% | -$1.45万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -159 | -100.0% | -$1.45万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -994 | -100.0% | -$1.44万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -1,133 | -100.0% | -$1.39万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -2,054 | -100.0% | -$1.33万 | 清仓 |
| — | BLUE FOUNDRY BANCORP | $0 | 0.00% | 0 | -998 | -100.0% | -$1.32万 | 清仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $0 | 0.00% | 0 | -702 | -100.0% | -$1.11万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -440 | -100.0% | -$1.04万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -806 | -100.0% | -$1.01万 | 清仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | -779 | -100.0% | -$8,935 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -166 | -100.0% | -$8,591 | 清仓 |
| — | CLIPPER RLTY INC | $0 | 0.00% | 0 | -2,646 | -100.0% | -$7,991 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -192 | -100.0% | -$7,724 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -79 | -100.0% | -$6,804 | 清仓 |
| GSM | FERROGLOBE PLC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$6,497 | 清仓 |
| PCYO | PURE CYCLE CORP | $0 | 0.00% | 0 | -639 | -100.0% | -$6,428 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -1,520 | -100.0% | -$6,202 | 清仓 |
| KROS | KEROS THERAPEUTICS INC | $0 | 0.00% | 0 | -541 | -100.0% | -$5,973 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,272 | 清仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -118 | -100.0% | -$4,919 | 清仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -117 | -100.0% | -$4,735 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -3,328 | -100.0% | -$4,659 | 清仓 |
| YORW | YORK WTR CO | $0 | 0.00% | 0 | -152 | -100.0% | -$4,628 | 清仓 |