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 |
|---|---|---|---|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | $36.41万 | 0.03% | 3,561 | -49 | -1.4% | -$5,010 | 减仓 |
| IUSV | ISHARES TR | $36.38万 | 0.03% | 3,303 | 216 | 7.0% | $2.38万 | 加仓 |
| CTAS | CINTAS CORP | $36.33万 | 0.03% | 2,136 | -282 | -11.7% | -$4.80万 | 减仓 |
| CBRE | CBRE GROUP INC | $36.27万 | 0.03% | 2,693 | 89 | 3.4% | $1.20万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $36.05万 | 0.03% | 24,879 | 811 | 3.4% | $1.18万 | 加仓 |
| CI | THE CIGNA GROUP | $36.03万 | 0.03% | 1,307 | -24 | -1.8% | -$6,616 | 减仓 |
| NUE | NUCOR CORP | $35.60万 | 0.03% | 1,598 | 8 | 0.5% | $1,782 | 加仓 |
| PKX | POSCO HOLDINGS INC | $35.45万 | 0.03% | 6,900 | 4,425 | 178.8% | $22.74万 | 加仓 |
| ETR | ENTERGY CORP NEW | $35.35万 | 0.03% | 3,078 | 34 | 1.1% | $3,905 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.35万 | 0.03% | 1,632 | -142 | -8.0% | -$3.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.32万 | 0.03% | 6,069 | 3,943 | 185.5% | $22.95万 | 加仓 |
| BWA | BORGWARNER INC | $35.31万 | 0.03% | 5,318 | 235 | 4.6% | $1.56万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $35.27万 | 0.03% | 15,775 | 1,431 | 10.0% | $3.20万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $35.08万 | 0.03% | 4,506 | 200 | 4.6% | $1.56万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $35.05万 | 0.03% | 60,114 | 638 | 1.1% | $3,720 | 加仓 |
| SYK | STRYKER CORPORATION | $34.98万 | 0.03% | 1,111 | -252 | -18.5% | -$7.93万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $34.91万 | 0.03% | 17,190 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $34.90万 | 0.03% | 35,978 | 633 | 1.8% | $6,140 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $34.70万 | 0.03% | 5,832 | -50 | -0.9% | -$2,975 | 减仓 |
| SONY | SONY GROUP CORP | $34.54万 | 0.03% | 17,216 | -265 | -1.5% | -$5,316 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.53万 | 0.03% | 1,542 | 181 | 13.3% | $4.05万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $34.52万 | 0.03% | 16,092 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $34.44万 | 0.03% | 6,052 | 2,964 | 96.0% | $16.87万 | 加仓 |
| IWN | ISHARES TR | $34.42万 | 0.03% | 1,556 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $34.26万 | 0.03% | 9,271 | -4,880 | -34.5% | -$18.03万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $34.22万 | 0.03% | 8,664 | -148 | -1.7% | -$5,846 | 减仓 |
| LPL | LG DISPLAY CO LTD | $34.21万 | 0.03% | 87,951 | 61,771 | 235.9% | $24.03万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $34.16万 | 0.03% | 13,570 | 13,570 | — | $34.16万 | 新建仓 |
| ALL | ALLSTATE CORP | $33.95万 | 0.03% | 1,427 | 12 | 0.8% | $2,855 | 加仓 |
| RELX | RELX PLC | $33.81万 | 0.03% | 10,676 | -4,658 | -30.4% | -$14.75万 | 减仓 |
| MKSI | MKS INC. | $33.80万 | 0.03% | 760 | 20 | 2.7% | $8,896 | 加仓 |
| WF | WOORI FINL GROUP INC | $33.78万 | 0.03% | 5,885 | 947 | 19.2% | $5.44万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $33.74万 | 0.03% | 3,880 | 136 | 3.6% | $1.18万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.67万 | 0.03% | 540 | -20 | -3.6% | -$1.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $33.36万 | 0.03% | 4,418 | -2,156 | -32.8% | -$16.28万 | 减仓 |
| SXI | STANDEX INTL CORP | $33.30万 | 0.03% | 931 | 5 | 0.5% | $1,788 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $33.18万 | 0.03% | 3,419 | -22 | -0.6% | -$2,135 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.07万 | 0.03% | 668 | 5 | 0.8% | $2,475 | 加仓 |
| HEI/A | HEICO CORP NEW | $32.73万 | 0.03% | 1,269 | 48 | 3.9% | $1.24万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $32.61万 | 0.03% | 7,892 | 1,053 | 15.4% | $4.35万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $32.54万 | 0.03% | 5,144 | 1,511 | 41.6% | $9.56万 | 加仓 |
| MPC | MARATHON PETE CORP | $32.52万 | 0.03% | 1,272 | 5 | 0.4% | $1,278 | 加仓 |
| ARGX | ARGENX SE | $32.38万 | 0.03% | 349 | 5 | 1.5% | $4,639 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $32.35万 | 0.03% | 635 | 8 | 1.3% | $4,076 | 加仓 |
| WAB | WABTEC | $31.95万 | 0.03% | 1,185 | -2 | -0.2% | -$539 | 减仓 |
| STLA | STELLANTIS N.V | $31.88万 | 0.03% | 55,533 | 5,467 | 10.9% | $3.14万 | 加仓 |
| SBUX | STARBUCKS CORP | $31.72万 | 0.03% | 3,104 | 77 | 2.5% | $7,868 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $31.71万 | 0.03% | 9,385 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $31.47万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $31.45万 | 0.03% | 9,294 | 304 | 3.4% | $1.03万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $31.43万 | 0.03% | 4,543 | 45 | 1.0% | $3,114 | 加仓 |
| AVT | AVNET INC | $31.40万 | 0.03% | 3,535 | 1,964 | 125.0% | $17.44万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $31.32万 | 0.03% | 7,182 | 4,642 | 182.8% | $20.24万 | 加仓 |
| F | FORD MTR CO | $31.22万 | 0.03% | 22,461 | 145 | 0.6% | $2,015 | 加仓 |
| EQIX | EQUINIX INC | $31.22万 | 0.03% | 300 | 6 | 2.0% | $6,244 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.19万 | 0.03% | 807 | 44 | 5.8% | $1.70万 | 加仓 |
| VRSN | VERISIGN INC | $31.12万 | 0.03% | 1,237 | 531 | 75.2% | $13.36万 | 加仓 |
| WSFS | WSFS FINL CORP | $30.99万 | 0.03% | 4,039 | 4 | 0.1% | $307 | 加仓 |
| KEY | KEYCORP | $30.87万 | 0.03% | 13,393 | -12 | -0.1% | -$277 | 减仓 |
| VSAT | VIASAT INC | $30.85万 | 0.03% | 3,435 | 547 | 18.9% | $4.91万 | 加仓 |
| TSSI | TSS INC DEL | $30.75万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.63万 | 0.03% | 2,123 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $30.59万 | 0.03% | 5,949 | 25 | 0.4% | $1,286 | 加仓 |
| MFC | MANULIFE FINL CORP | $30.58万 | 0.03% | 7,549 | 71 | 0.9% | $2,876 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $30.55万 | 0.03% | 3,096 | 18 | 0.6% | $1,776 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $30.46万 | 0.03% | 8,174 | -97 | -1.2% | -$3,615 | 减仓 |
| SKM | SK TELECOM CO LTD | $30.38万 | 0.03% | 9,448 | 5,963 | 171.1% | $19.18万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $30.34万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $30.29万 | 0.03% | 1,894 | -148 | -7.2% | -$2.37万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $30.25万 | 0.03% | 814 | 20 | 2.5% | $7,433 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $30.20万 | 0.03% | 13,949 | 1,413 | 11.3% | $3.06万 | 加仓 |
| GRMN | GARMIN LTD | $30.05万 | 0.03% | 1,265 | 7 | 0.6% | $1,663 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $29.97万 | 0.03% | 3,780 | -433 | -10.3% | -$3.43万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $29.80万 | 0.03% | 11,587 | 181 | 1.6% | $4,655 | 加仓 |
| TM | TOYOTA MOTOR CORP | $29.79万 | 0.03% | 1,769 | -175 | -9.0% | -$2.95万 | 减仓 |
| RIO | RIO TINTO PLC | $29.70万 | 0.03% | 3,129 | 89 | 2.9% | $8,449 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.68万 | 0.03% | 422 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $29.64万 | 0.03% | 2,315 | 444 | 23.7% | $5.68万 | 加仓 |
| HUBB | HUBBELL INC | $29.61万 | 0.03% | 566 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.51万 | 0.03% | 894 | 22 | 2.5% | $7,263 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $29.45万 | 0.03% | 8,661 | -2,891 | -25.0% | -$9.83万 | 减仓 |
| IJH | ISHARES TR | $29.44万 | 0.03% | 3,818 | -101 | -2.6% | -$7,788 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.44万 | 0.03% | 1,013 | -50 | -4.7% | -$1.45万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.34万 | 0.03% | 2,214 | 10 | 0.5% | $1,325 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.34万 | 0.03% | 838 | -15 | -1.8% | -$5,251 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $29.31万 | 0.03% | 4,183 | 122 | 3.0% | $8,549 | 加仓 |
| ROST | ROSS STORES INC | $29.31万 | 0.03% | 1,377 | 18 | 1.3% | $3,831 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.31万 | 0.03% | 11,694 | 662 | 6.0% | $1.66万 | 加仓 |
| IGSB | ISHARES TR | $29.22万 | 0.03% | 5,575 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $29.14万 | 0.03% | 8,243 | -373 | -4.3% | -$1.32万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $29.10万 | 0.03% | 2,140 | 4 | 0.2% | $544 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.95万 | 0.03% | 1,158 | -1 | -0.1% | -$250 | 减仓 |
| ABNB | AIRBNB INC | $28.89万 | 0.03% | 2,019 | -152 | -7.0% | -$2.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.89万 | 0.03% | 1,221 | 104 | 9.3% | $2.46万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $28.65万 | 0.03% | 1,421 | -10 | -0.7% | -$2,016 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.59万 | 0.03% | 689 | -34 | -4.7% | -$1.41万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $28.35万 | 0.03% | 1,627 | 4 | 0.2% | $697 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.34万 | 0.03% | 2,278 | -1,153 | -33.6% | -$14.34万 | 减仓 |
| TER | TERADYNE INC | $28.26万 | 0.03% | 584 | -38 | -6.1% | -$1.84万 | 减仓 |
| AON | AON PLC | $28.08万 | 0.03% | 847 | -17 | -2.0% | -$5,635 | 减仓 |