13F 机构持仓

Pinnacle Wealth Planning Services, Inc.

MANSFIELD OH · SEC CIK 0001726752

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPSM 10.6%
FLTR 7.7%
ET 3.9%
SPYV 3.6%
SPAB 2.5%
AAPL 2.5%
NVDA 2.2%
SPYG 2.2%
EFV 1.4%
SPYM 1.4%

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
FANG DIAMONDBACK ENERGY INC $28.05万0.03%1,596 -36-2.2% -$6,328 减仓
EXPE EXPEDIA GROUP INC $28.04万0.03%1,096 70.6% $1,791 加仓
BE BLOOM ENERGY CORP $27.94万0.03%923 -231-20.0% -$6.99万 减仓
SHOP SHOPIFY INC $27.87万0.03%2,441 -1,043-29.9% -$11.91万 减仓
STT STATE STR CORP $27.80万0.03%1,639 261.6% $4,410 加仓
VMC VULCAN MATLS CO $27.49万0.03%932 70.8% $2,065 加仓
FN FABRINET $27.49万0.03%489 -126-20.5% -$7.08万 减仓
BYD BOYD GAMING CORP $27.35万0.03%3,096 40.1% $353 加仓
IDXX IDEXX LABS INC $27.32万0.03%519 112.2% $5,791 加仓
VTWO VANGUARD SCOTTSDALE FDS $27.23万0.03%2,243 00.0% — 不变
TS TENARIS S A $27.15万0.03%4,892 -282-5.5% -$1.56万 减仓
MOD MODINE MFG CO $27.05万0.03%1,013 -22-2.1% -$5,874 减仓
RSG REPUBLIC SVCS INC $27.02万0.03%1,268 292.3% $6,179 加仓
MOH MOLINA HEALTHCARE INC $27.01万0.03%1,181 1049.7% $2.38万 加仓
AZZ AZZ INC $26.92万0.03%1,736 140.8% $2,171 加仓
BUD ANHEUSER BUSCH INBEV SA NV $26.89万0.03%3,263 -1,251-27.7% -$10.31万 减仓
RACE FERRARI N V $26.84万0.03%721 12120.2% $4.50万 加仓
IDCC INTERDIGITAL INC $26.70万0.03%943 -24-2.5% -$6,795 减仓
AX AXOS FINANCIAL INC $26.66万0.03%2,737 361.3% $3,506 加仓
ACAD ACADIA PHARMACEUTICALS INC $26.57万0.03%10,503 -96-0.9% -$2,429 减仓
AZO AUTOZONE INC $26.53万0.03%83 -2-2.4% -$6,392 减仓
HCC WARRIOR MET COAL INC $26.06万0.02%3,211 311.0% $2,516 加仓
— NXG NEXTGEN INFRASTR INCM FD $25.98万0.02%4,015 852.2% $5,500 加仓
APP APPLOVIN CORP $25.97万0.02%504 7718.0% $3.97万 加仓
NFJ VIRTUS DIVIDEND INTEREST & P $25.94万0.02%17,078 -691-3.9% -$1.05万 减仓
MPWR MONOLITHIC PWR SYS INC $25.85万0.02%187 -4-2.1% -$5,529 减仓
FHN FIRST HORIZON CORPORATION $25.79万0.02%10,057 -79-0.8% -$2,026 减仓
MFSG MFS ACTIVE EXCHANGE TRADED F $25.73万0.02%8,500 4745.9% $1.43万 加仓
FFIV F5 INC $25.66万0.02%617 20.3% $832 加仓
SNN SMITH & NEPHEW PLC $25.62万0.02%8,893 2,57040.6% $7.40万 加仓
SCHV SCHWAB STRATEGIC TR $25.51万0.02%7,327 540.7% $1,880 加仓
XGDVX GABELLI DIVID & INCOME TR $25.50万0.02%8,672 -190-2.1% -$5,586 减仓
VLY VALLEY NATL BANCORP $25.45万0.02%17,372 2,51917.0% $3.69万 加仓
VWO VANGUARD INTL EQUITY INDEX F $25.37万0.02%4,251 -132-3.0% -$7,879 减仓
R RYDER SYS INC $25.19万0.02%955 192.0% $5,012 加仓
CRC CALIFORNIA RES CORP $25.13万0.02%4,753 -55-1.1% -$2,908 减仓
DUK DUKE ENERGY CORP NEW $25.12万0.02%1,985 130.7% $1,645 加仓
MTUM ISHARES TR $25.06万0.02%731 558322.5% $19.13万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $25.03万0.02%2,745 -6-0.2% -$547 减仓
CHRW C H ROBINSON WORLDWIDE IN $24.92万0.02%1,323 50.4% $942 加仓
QBTS D-WAVE QUANTUM INC $24.89万0.02%10,374 5,786126.1% $13.88万 加仓
— INNOVATOR ETFS TRUST $24.88万0.02%6,938 -784-10.2% -$2.81万 减仓
ELAN ELANCO ANIMAL HEALTH INC $24.83万0.02%10,089 -277-2.7% -$6,817 减仓
LAMR LAMAR ADVERTISING CO $24.80万0.02%1,590 -20-1.2% -$3,120 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $24.79万0.02%2,300 10.0% $108 加仓
TRP TC ENERGY CORP $24.79万0.02%3,739 3,138522.1% $20.80万 加仓
LYV LIVE NATION ENTERTAINMENT IN $24.77万0.02%1,353 10.1% $183 加仓
PUK PRUDENTIAL PLC $24.73万0.02%9,226 4925.6% $1.32万 加仓
IBP INSTALLED BLDG PRODS INC $24.71万0.02%1,075 535.2% $1.22万 加仓
KR KROGER CO $24.69万0.02%4,446 60.1% $333 加仓
PCAR PACCAR INC $24.64万0.02%2,051 -6-0.3% -$721 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $24.56万0.02%1,678 -419-20.0% -$6.13万 减仓
OKE ONEOK INC NEW $24.44万0.02%2,811 -49-1.7% -$4,260 减仓
O REALTY INCOME CORP $24.33万0.02%3,927 3469.7% $2.14万 加仓
ROIV ROIVANT SCIENCES LTD $24.16万0.02%6,826 1,73534.1% $6.14万 加仓
NTRS NORTHERN TR CORP $24.13万0.02%1,388 100.7% $1,738 加仓
ETSY ETSY INC $24.04万0.02%3,191 1525.0% $1.15万 加仓
GH GUARDANT HEALTH INC $24.03万0.02%1,602 -1,044-39.5% -$15.66万 减仓
NMR NOMURA HLDGS INC $23.97万0.02%27,297 2230.8% $1,958 加仓
CVS CVS HEALTH CORP $23.96万0.02%2,316 863.9% $8,896 加仓
ALB ALBEMARLE CORP $23.85万0.02%1,766 -388-18.0% -$5.24万 减仓
CRI CARTERS INC $23.76万0.02%5,773 4,532365.2% $18.65万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $23.69万0.02%5,000 00.0% — 不变
MYRG MYR GROUP INC $23.62万0.02%472 -27-5.4% -$1.35万 减仓
MTZ MASTEC INC $23.59万0.02%567 -577-50.4% -$24.01万 减仓
TTE TOTALENERGIES SE $23.28万0.02%2,994 -28-0.9% -$2,177 减仓
SEIE SEI EXCHANGE TRADED FUNDS $23.24万0.02%6,547 00.0% — 不变
NU NU HLDGS LTD $23.17万0.02%17,344 -2,712-13.5% -$3.62万 减仓
ESI ELEMENT SOLUTIONS INC $23.09万0.02%4,835 1122.4% $5,348 加仓
ADBE ADOBE INC $23.04万0.02%1,124 -123-9.9% -$2.52万 减仓
EME EMCOR GROUP INC $22.99万0.02%277 41.5% $3,320 加仓
SN SHARKNINJA INC $22.87万0.02%1,502 48547.7% $7.39万 加仓
PARR PAR PAC HOLDINGS INC $22.78万0.02%4,062 150.4% $841 加仓
FTRE FORTREA HLDGS INC $22.76万0.02%13,081 1060.8% $1,844 加仓
UCTT ULTRA CLEAN HLDGS INC $22.74万0.02%1,595 -333-17.3% -$4.75万 减仓
ATI ATI INC $22.67万0.02%1,150 -121-9.5% -$2.38万 减仓
DEO DIAGEO PLC $22.56万0.02%2,807 -897-24.2% -$7.21万 减仓
FIX COMFORT SYS USA INC $22.40万0.02%113 -11-8.9% -$2.18万 减仓
BIIB BIOGEN INC $22.32万0.02%1,033 30.3% $648 加仓
FUN SIX FLAGS ENTERTAINMENT CORP $22.31万0.02%10,475 3073.0% $6,539 加仓
RDN RADIAN GROUP INC $22.14万0.02%5,877 711.2% $2,675 加仓
OVV OVINTIV INC $22.09万0.02%4,195 3569.3% $1.87万 加仓
MRNA MODERNA INC $21.95万0.02%3,135 90.3% $630 加仓
PLXS PLEXUS CORP $21.95万0.02%730 131.8% $3,909 加仓
EXE EXPAND ENERGY CORPORATION $21.89万0.02%2,401 1798.1% $1.63万 加仓
PTEN PATTERSON-UTI ENERGY INC $21.81万0.02%23,758 1,1815.2% $1.08万 加仓
TLT ISHARES TR $21.70万0.02%2,511 -188-7.0% -$1.62万 减仓
XLV SELECT SECTOR SPDR TR $21.69万0.02%1,367 00.0% — 不变
SW SMURFIT WESTROCK PLC $21.61万0.02%4,672 -136-2.8% -$6,291 减仓
TPR TAPESTRY INC $21.52万0.02%1,470 80.5% $1,171 加仓
RIOT RIOT PLATFORMS INC $21.47万0.02%7,842 5,180194.6% $14.18万 加仓
TTMI TTM TECHNOLOGIES INC $21.43万0.02%1,146 17818.4% $3.33万 加仓
UL UNILEVER PLC $21.40万0.02%3,560 1474.3% $8,838 加仓
PXF INVESCO EXCH TRADED FD TR II $21.32万0.02%2,818 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $21.31万0.02%7,950 -1,000-11.2% -$2.68万 减仓
SUB ISHARES TR $21.29万0.02%2,000 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $21.25万0.02%1,228 716.1% $1.23万 加仓
SU SUNCOR ENERGY INC NEW $21.21万0.02%3,952 00.0% — 不变
YOU CLEAR SECURE INC $21.17万0.02%3,798 972.6% $5,406 加仓
ALGT ALLEGIANT TRAVEL CO $21.16万0.02%1,799 1,443405.3% $16.97万 加仓