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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $56.29万 | 0.05% | 3,664 | 44 | 1.2% | $6,759 | 加仓 |
| IBN | ICICI BANK LIMITED | $55.76万 | 0.05% | 19,207 | -195 | -1.0% | -$5,661 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $55.41万 | 0.05% | 1,745 | 9 | 0.5% | $2,858 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $55.38万 | 0.05% | 6,002 | -21 | -0.3% | -$1,938 | 减仓 |
| BHP | BHP BILLITON LIMITED | $55.22万 | 0.05% | 6,629 | 211 | 3.3% | $1.76万 | 加仓 |
| SMTC | SEMTECH CORP | $55.11万 | 0.05% | 3,405 | -2,136 | -38.5% | -$34.57万 | 减仓 |
| NOW | SERVICENOW INC | $55.02万 | 0.05% | 5,542 | -85 | -1.5% | -$8,439 | 减仓 |
| CB | CHUBB LIMITED | $54.93万 | 0.05% | 1,612 | 19 | 1.2% | $6,474 | 加仓 |
| RONB | BARON ETF TR | $54.63万 | 0.05% | 22,390 | 2,160 | 10.7% | $5.27万 | 加仓 |
| TGT | TARGET CORP | $54.50万 | 0.05% | 4,173 | 54 | 1.3% | $7,053 | 加仓 |
| PFE | PFIZER INC | $54.20万 | 0.05% | 22,508 | -2,076 | -8.4% | -$5.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $53.83万 | 0.05% | 2,470 | 88 | 3.7% | $1.92万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $53.62万 | 0.05% | 11,886 | 42 | 0.4% | $1,895 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $53.44万 | 0.05% | 2,821 | -53 | -1.8% | -$1.00万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $53.20万 | 0.05% | 26,746 | -740 | -2.7% | -$1.47万 | 减仓 |
| MO | ALTRIA GROUP INC | $53.03万 | 0.05% | 7,371 | -103 | -1.4% | -$7,410 | 减仓 |
| VV | VANGUARD INDEX FDS | $52.85万 | 0.05% | 1,537 | -36 | -2.3% | -$1.24万 | 减仓 |
| NGG | NATIONAL GRID PLC | $52.80万 | 0.05% | 6,372 | 1,014 | 18.9% | $8.40万 | 加仓 |
| GLW | CORNING INC | $52.66万 | 0.05% | 2,062 | -20 | -1.0% | -$5,107 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $52.00万 | 0.05% | 3,559 | -88 | -2.4% | -$1.29万 | 减仓 |
| SMH | VANECK ETF TRUST | $51.49万 | 0.05% | 785 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $51.23万 | 0.05% | 6,406 | 314 | 5.2% | $2.51万 | 加仓 |
| MDT | MEDTRONIC PLC | $50.96万 | 0.05% | 6,514 | -1,507 | -18.8% | -$11.79万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $50.67万 | 0.05% | 4,695 | -127 | -2.6% | -$1.37万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $50.57万 | 0.05% | 2,261 | -5 | -0.2% | -$1,118 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $50.29万 | 0.05% | 659 | 47 | 7.7% | $3.59万 | 加仓 |
| JBL | JABIL INC | $50.15万 | 0.05% | 1,301 | 10 | 0.8% | $3,855 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.61万 | 0.05% | 15,645 | 278 | 1.8% | $8,816 | 加仓 |
| DDOG | DATADOG INC | $49.31万 | 0.05% | 1,894 | -99 | -5.0% | -$2.58万 | 减仓 |
| IWO | ISHARES TR | $49.13万 | 0.05% | 1,247 | -26 | -2.0% | -$1.02万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $48.99万 | 0.05% | 1,067 | -78 | -6.8% | -$3.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $48.54万 | 0.05% | 3,943 | -703 | -15.1% | -$8.65万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $48.25万 | 0.05% | 50,368 | -399 | -0.8% | -$3,822 | 减仓 |
| AMGN | AMGEN INC | $48.20万 | 0.05% | 1,331 | 84 | 6.7% | $3.04万 | 加仓 |
| SCZ | ISHARES TR | $48.14万 | 0.05% | 5,852 | -243 | -4.0% | -$2.00万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $47.99万 | 0.05% | 2,880 | -799 | -21.7% | -$13.31万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $47.90万 | 0.05% | 4,456 | -229 | -4.9% | -$2.46万 | 减仓 |
| MCO | MOODYS CORP | $47.60万 | 0.05% | 1,051 | -4 | -0.4% | -$1,812 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $47.44万 | 0.05% | 14,002 | 1,056 | 8.2% | $3.58万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.31万 | 0.05% | 5,649 | -14 | -0.2% | -$1,173 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $46.89万 | 0.04% | 7,456 | 62 | 0.8% | $3,899 | 加仓 |
| TMUS | T-MOBILE US INC | $46.83万 | 0.04% | 2,792 | -91 | -3.2% | -$1.53万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $46.75万 | 0.04% | 557 | -325 | -36.8% | -$27.28万 | 减仓 |
| DIS | DISNEY WALT CO | $46.64万 | 0.04% | 4,846 | -88 | -1.8% | -$8,470 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.50万 | 0.04% | 1,239 | 13 | 1.1% | $4,879 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.01万 | 0.04% | 5,669 | 12 | 0.2% | $974 | 加仓 |
| MUB | ISHARES TR | $45.86万 | 0.04% | 4,261 | -306 | -6.7% | -$3.29万 | 减仓 |
| BX | BLACKSTONE INC | $45.69万 | 0.04% | 3,883 | 657 | 20.4% | $7.73万 | 加仓 |
| SHEL | SHELL PLC | $45.26万 | 0.04% | 5,838 | 100 | 1.7% | $7,753 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $45.23万 | 0.04% | 2,519 | 17 | 0.7% | $3,052 | 加仓 |
| FTDR | FRONTDOOR INC | $45.04万 | 0.04% | 5,805 | 4 | 0.1% | $310 | 加仓 |
| AME | AMETEK INC | $44.76万 | 0.04% | 1,850 | 10 | 0.5% | $2,419 | 加仓 |
| AOA | ISHARES TR | $44.52万 | 0.04% | 4,561 | 105 | 2.4% | $1.02万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $44.36万 | 0.04% | 333 | -2 | -0.6% | -$2,664 | 减仓 |
| UNP | UNION PAC CORP | $43.37万 | 0.04% | 1,595 | -72 | -4.3% | -$1.96万 | 减仓 |
| GVA | GRANITE CONSTR INC | $43.30万 | 0.04% | 2,739 | 43 | 1.6% | $6,797 | 加仓 |
| HCA | HCA HEALTHCARE INC | $43.16万 | 0.04% | 1,107 | 6 | 0.5% | $2,339 | 加仓 |
| COHR | COHERENT CORP | $43.16万 | 0.04% | 1,094 | -536 | -32.9% | -$21.14万 | 减仓 |
| AFL | AFLAC INC | $42.94万 | 0.04% | 3,662 | 21 | 0.6% | $2,462 | 加仓 |
| TFC | TRUIST FINL CORP | $42.91万 | 0.04% | 8,613 | -849 | -9.0% | -$4.23万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.57万 | 0.04% | 8,419 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $42.08万 | 0.04% | 1,136 | 9 | 0.8% | $3,334 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.99万 | 0.04% | 4,784 | 299 | 6.7% | $2.62万 | 加仓 |
| COR | CENCORA INC | $41.91万 | 0.04% | 1,481 | 359 | 32.0% | $10.16万 | 加仓 |
| MCK | MCKESSON CORP | $41.63万 | 0.04% | 551 | -8 | -1.4% | -$6,045 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.59万 | 0.04% | 4,333 | -97 | -2.2% | -$9,310 | 减仓 |
| DHI | D R HORTON INC | $41.47万 | 0.04% | 2,546 | 15 | 0.6% | $2,443 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $41.34万 | 0.04% | 3,815 | 131 | 3.6% | $1.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.23万 | 0.04% | 1,850 | 145 | 8.5% | $3.23万 | 加仓 |
| YUM | YUM BRANDS INC | $41.02万 | 0.04% | 2,566 | 23 | 0.9% | $3,677 | 加仓 |
| IX | ORIX CORP | $40.65万 | 0.04% | 10,686 | 85 | 0.8% | $3,233 | 加仓 |
| WT | WISDOMTREE INC | $40.52万 | 0.04% | 23,920 | 52 | 0.2% | $881 | 加仓 |
| FDX | FEDEX CORP | $39.96万 | 0.04% | 1,276 | -38 | -2.9% | -$1.19万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $39.89万 | 0.04% | 13,962 | 13,962 | — | $39.89万 | 新建仓 |
| DB | DEUTSCHE BK AG | $39.61万 | 0.04% | 11,734 | 2,887 | 32.6% | $9.75万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $39.45万 | 0.04% | 1,637 | 20 | 1.2% | $4,819 | 加仓 |
| GEO | GEO GROUP INC | $39.30万 | 0.04% | 13,300 | 264 | 2.0% | $7,801 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $39.22万 | 0.04% | 4,721 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $39.02万 | 0.04% | 22,134 | -1,393 | -5.9% | -$2.46万 | 减仓 |
| RY | ROYAL BK CDA | $39.01万 | 0.04% | 1,885 | 2 | 0.1% | $414 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $38.86万 | 0.04% | 888 | 5 | 0.6% | $2,188 | 加仓 |
| IEMG | ISHARES INC | $38.82万 | 0.04% | 4,686 | 75 | 1.6% | $6,213 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $38.79万 | 0.04% | 1,377 | -2 | -0.1% | -$563 | 减仓 |
| AMP | AMERIPRISE FINL INC | $38.72万 | 0.04% | 844 | -11 | -1.3% | -$5,046 | 减仓 |
| EMB | ISHARES TR | $38.71万 | 0.04% | 4,014 | 10 | 0.2% | $964 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.45万 | 0.04% | 6,673 | 80 | 1.2% | $4,610 | 加仓 |
| KB | KB FINL GROUP INC | $38.36万 | 0.04% | 3,655 | 317 | 9.5% | $3.33万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $38.36万 | 0.04% | 3,129 | -3 | -0.1% | -$368 | 减仓 |
| IVW | ISHARES TR | $38.33万 | 0.04% | 2,787 | 15 | 0.5% | $2,063 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $38.06万 | 0.04% | 13,996 | 1,068 | 8.3% | $2.90万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $37.88万 | 0.04% | 20,445 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $37.88万 | 0.04% | 8,875 | 419 | 5.0% | $1.79万 | 加仓 |
| GL | GLOBE LIFE INC | $37.77万 | 0.04% | 2,114 | 787 | 59.3% | $14.06万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $37.76万 | 0.04% | 6,988 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $37.72万 | 0.04% | 9,266 | -1,452 | -13.5% | -$5.91万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $37.69万 | 0.04% | 4,956 | 20 | 0.4% | $1,521 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $37.28万 | 0.04% | 1,571 | -683 | -30.3% | -$16.21万 | 减仓 |
| KGC | KINROSS GOLD CORP | $36.91万 | 0.04% | 15,627 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $36.83万 | 0.04% | 30,442 | 15,232 | 100.1% | $18.43万 | 加仓 |
| MARA | MARA HOLDINGS INC | $36.62万 | 0.03% | 26,367 | 17,790 | 207.4% | $24.71万 | 加仓 |