Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$9.68亿2026Q1 申报市值
2,737持仓数
41.6%前十大占比 · 第一大 10.6%
138 / 142新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EEM 加仓+$1,021.77万
SPSM 加仓+$297.36万
NKE 加仓+$208.05万
AZN 新建仓+$192.90万
SPYV 加仓+$186.22万
2026Q1 卖出最多 按季末市值估算
ET 减仓-$1,468.72万
INTC 减仓-$210.09万
AZN 清仓-$195.93万
MSFT 减仓-$79.81万
IWM 减仓-$73.98万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -252 | -100.0% | -$1.08万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -160 | -100.0% | -$1.04万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -784 | -100.0% | -$1.02万 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -608 | -100.0% | -$9,296 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -846 | -100.0% | -$8,832 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -304 | -100.0% | -$8,676 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -79 | -100.0% | -$8,023 | 清仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $0 | 0.00% | 0 | -702 | -100.0% | -$7,926 | 清仓 |
| — | VERA BRADLEY INC | $0 | 0.00% | 0 | -3,208 | -100.0% | -$7,763 | 清仓 |
| — | STAR HLDGS | $0 | 0.00% | 0 | -937 | -100.0% | -$7,712 | 清仓 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -2,055 | -100.0% | -$7,501 | 清仓 |
| DGICA | DONEGAL GROUP INC | $0 | 0.00% | 0 | -362 | -100.0% | -$7,233 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -421 | -100.0% | -$7,052 | 清仓 |
| CRNC | CERENCE INC | $0 | 0.00% | 0 | -656 | -100.0% | -$7,013 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MARKETWISE INC | $0 | 0.00% | 0 | -436 | -100.0% | -$6,549 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -169 | -100.0% | -$6,434 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -397 | -100.0% | -$6,392 | 清仓 |
| HNST | HONEST CO INC | $0 | 0.00% | 0 | -2,454 | -100.0% | -$6,331 | 清仓 |
| MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEONODE INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$6,189 | 清仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $0 | 0.00% | 0 | -409 | -100.0% | -$6,155 | 清仓 |
| FLXS | FLEXSTEEL INDS INC | $0 | 0.00% | 0 | -155 | -100.0% | -$6,121 | 清仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $0 | 0.00% | 0 | -342 | -100.0% | -$5,342 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$4,815 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -90 | -100.0% | -$4,504 | 清仓 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -1,694 | -100.0% | -$4,354 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -1,343 | -100.0% | -$4,338 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -510 | -100.0% | -$4,131 | 清仓 |
| — | BIOMEA FUSION INC | $0 | 0.00% | 0 | -3,330 | -100.0% | -$4,129 | 清仓 |
| — | INVESCO VALUE MUN INCOME TR | $0 | 0.00% | 0 | -300 | -100.0% | -$3,696 | 清仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $0 | 0.00% | 0 | -247 | -100.0% | -$3,574 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -201 | -100.0% | -$3,546 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -206 | -100.0% | -$3,397 | 清仓 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | -3,976 | -100.0% | -$3,260 | 清仓 |
| — | ELLINGTON CREDIT COMPANY | $0 | 0.00% | 0 | -611 | -100.0% | -$3,220 | 清仓 |
| — | NEUBERGER REAL ESTATE | $0 | 0.00% | 0 | -1,036 | -100.0% | -$3,149 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$2,969 | 清仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -45 | -100.0% | -$2,858 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORT | $0 | 0.00% | 0 | -339 | -100.0% | -$2,797 | 清仓 |
| ZALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -79 | -100.0% | -$2,573 | 清仓 |
| — | RITHM PPTY TR INC | $0 | 0.00% | 0 | -153 | -100.0% | -$2,534 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -122 | -100.0% | -$2,351 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -128 | -100.0% | -$2,214 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -94 | -100.0% | -$2,111 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -86 | -100.0% | -$2,090 | 清仓 |
| GAM | GENERAL AMERN INVS CO INC | $0 | 0.00% | 0 | -35 | -100.0% | -$2,056 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -800 | -100.0% | -$2,016 | 清仓 |
| FC | FRANKLIN COVEY CO | $0 | 0.00% | 0 | -110 | -100.0% | -$1,846 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -172 | -100.0% | -$1,846 | 清仓 |
| VTEX | VTEX | $0 | 0.00% | 0 | -466 | -100.0% | -$1,752 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -119 | -100.0% | -$1,685 | 清仓 |
| — | NL INDS INC | $0 | 0.00% | 0 | -284 | -100.0% | -$1,553 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1,550 | 清仓 |
| — | PULMONX CORP | $0 | 0.00% | 0 | -695 | -100.0% | -$1,536 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,512 | 清仓 |
| HELE | HELEN OF TROY LTD | $0 | 0.00% | 0 | -66 | -100.0% | -$1,403 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -128 | -100.0% | -$1,384 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -340 | -100.0% | -$1,299 | 清仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,202 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -9 | -100.0% | -$991 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -96 | -100.0% | -$981 | 清仓 |
| — | MFS INTER INCOME TR | $0 | 0.00% | 0 | -335 | -100.0% | -$874 | 清仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $0 | 0.00% | 0 | -50 | -100.0% | -$771 | 清仓 |
| TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | -240 | -100.0% | -$698 | 清仓 |
| — | CARLYLE CREDIT INCOME FUND | $0 | 0.00% | 0 | -142 | -100.0% | -$666 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -23 | -100.0% | -$590 | 清仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $0 | 0.00% | 0 | -46 | -100.0% | -$580 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -117 | -100.0% | -$551 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -12 | -100.0% | -$482 | 清仓 |
| — | WESTERN ASST INFLTN LKD INM | $0 | 0.00% | 0 | -55 | -100.0% | -$455 | 清仓 |
| VTS | VITESSE ENERGY INC | $0 | 0.00% | 0 | -21 | -100.0% | -$404 | 清仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $0 | 0.00% | 0 | -26 | -100.0% | -$380 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$351 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -25 | -100.0% | -$335 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -14 | -100.0% | -$306 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$286 | 清仓 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $0 | 0.00% | 0 | -10 | -100.0% | -$251 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBLD | THORNBURG INCM BUILDER OPP T | $0 | 0.00% | 0 | -9 | -100.0% | -$181 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$153 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC | $0 | 0.00% | 0 | -41 | -100.0% | -$145 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -2 | -100.0% | -$118 | 清仓 |
| — | LIFEMD INC | $0 | 0.00% | 0 | -26 | -100.0% | -$89 | 清仓 |