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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $21.10万 | 0.02% | 1,388 | 1 | 0.1% | $152 | 加仓 |
| — | WEBSTER FINL CORP | $21.09万 | 0.02% | 2,760 | 318 | 13.0% | $2.43万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $21.09万 | 0.02% | 869 | 4 | 0.5% | $971 | 加仓 |
| CRM | SALESFORCE INC | $21.09万 | 0.02% | 1,346 | -645 | -32.4% | -$10.10万 | 减仓 |
| — | EAGLE POINT INCOME COMPANY I | $20.79万 | 0.02% | 20,649 | -116 | -0.6% | -$1,168 | 减仓 |
| EMN | EASTMAN CHEM CO | $20.77万 | 0.02% | 3,101 | 82 | 2.7% | $5,492 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $20.76万 | 0.02% | 20,134 | -1,056 | -5.0% | -$1.09万 | 减仓 |
| ARCB | ARCBEST CORP | $20.66万 | 0.02% | 1,439 | 3 | 0.2% | $431 | 加仓 |
| SNEX | STONEX GROUP INC | $20.65万 | 0.02% | 1,743 | 24 | 1.4% | $2,844 | 加仓 |
| SKYW | SKYWEST INC | $20.63万 | 0.02% | 2,077 | -170 | -7.6% | -$1.69万 | 减仓 |
| RMBS | RAMBUS INC DEL | $20.63万 | 0.02% | 1,554 | -1,030 | -39.9% | -$13.67万 | 减仓 |
| CME | CME GROUP INC | $20.49万 | 0.02% | 928 | -219 | -19.1% | -$4.84万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $20.44万 | 0.02% | 2,442 | 15 | 0.6% | $1,256 | 加仓 |
| ENTG | ENTEGRIS INC | $20.38万 | 0.02% | 1,133 | -17 | -1.5% | -$3,058 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.29万 | 0.02% | 600 | -79 | -11.6% | -$2.67万 | 减仓 |
| CHEF | CHEFS WHSE INC | $20.28万 | 0.02% | 2,110 | -58 | -2.7% | -$5,574 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $20.14万 | 0.02% | 1,567 | 25 | 1.6% | $3,214 | 加仓 |
| ABCB | AMERIS BANCORP | $20.09万 | 0.02% | 2,226 | 28 | 1.3% | $2,527 | 加仓 |
| BALL | BALL CORP | $20.08万 | 0.02% | 3,218 | 768 | 31.3% | $4.79万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $20.08万 | 0.02% | 1,501 | 6 | 0.4% | $803 | 加仓 |
| RBA | RB GLOBAL INC | $20.03万 | 0.02% | 1,720 | 1,139 | 196.0% | $13.26万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.03万 | 0.02% | 1,324 | -13 | -1.0% | -$1,967 | 减仓 |
| VBK | VANGUARD INDEX FDS | $20.00万 | 0.02% | 547 | 8 | 1.5% | $2,926 | 加仓 |
| AA | ALCOA CORP | $19.97万 | 0.02% | 3,830 | 13 | 0.3% | $678 | 加仓 |
| PHIN | PHINIA INC | $19.93万 | 0.02% | 2,420 | 12 | 0.5% | $988 | 加仓 |
| SNY | SANOFI SA | $19.78万 | 0.02% | 4,637 | -2,036 | -30.5% | -$8.69万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $19.72万 | 0.02% | 3,786 | 3 | 0.1% | $156 | 加仓 |
| GSK | GSK PLC | $19.66万 | 0.02% | 3,751 | 425 | 12.8% | $2.23万 | 加仓 |
| INFY | INFOSYS LTD | $19.56万 | 0.02% | 18,649 | 10,227 | 121.4% | $10.73万 | 加仓 |
| PRK | PARK NATL CORP | $19.53万 | 0.02% | 1,067 | 12 | 1.1% | $2,197 | 加仓 |
| PHM | PULTE GROUP INC | $19.52万 | 0.02% | 1,423 | 18 | 1.3% | $2,470 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $19.43万 | 0.02% | 555 | 12 | 2.2% | $4,200 | 加仓 |
| SLB | SLB LIMITED | $19.40万 | 0.02% | 4,174 | -209 | -4.8% | -$9,716 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $19.38万 | 0.02% | 336 | 3 | 0.9% | $1,730 | 加仓 |
| NTAP | NETAPP INC | $19.38万 | 0.02% | 1,252 | 7 | 0.6% | $1,083 | 加仓 |
| D | DOMINION ENERGY INC | $19.29万 | 0.02% | 2,825 | 46 | 1.7% | $3,141 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $19.28万 | 0.02% | 1,408 | -147 | -9.5% | -$2.01万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $19.23万 | 0.02% | 9,930 | 2,617 | 35.8% | $5.07万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $19.22万 | 0.02% | 1,158 | 27 | 2.4% | $4,481 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $19.17万 | 0.02% | 7,570 | -3,575 | -32.1% | -$9.06万 | 减仓 |
| NDAQ | NASDAQ INC | $19.17万 | 0.02% | 2,432 | 10 | 0.4% | $788 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $19.14万 | 0.02% | 4,314 | 2,003 | 86.7% | $8.89万 | 加仓 |
| FXI | ISHARES TR | $18.99万 | 0.02% | 6,011 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $18.93万 | 0.02% | 3,561 | -96 | -2.6% | -$5,104 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $18.91万 | 0.02% | 1,807 | 1,471 | 437.8% | $15.40万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.91万 | 0.02% | 4,255 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $18.88万 | 0.02% | 9,274 | 4,577 | 97.4% | $9.32万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $18.88万 | 0.02% | 2,533 | 14 | 0.6% | $1,043 | 加仓 |
| GKOS | GLAUKOS CORP | $18.84万 | 0.02% | 1,348 | 106 | 8.5% | $1.48万 | 加仓 |
| KBE | SPDR SERIES TRUST | $18.82万 | 0.02% | 2,758 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $18.81万 | 0.02% | 256 | -35 | -12.0% | -$2.57万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $18.78万 | 0.02% | 335 | 69 | 25.9% | $3.87万 | 加仓 |
| CVBF | CVB FINL CORP | $18.75万 | 0.02% | 8,317 | 581 | 7.5% | $1.31万 | 加仓 |
| NPO | ENPRO INC | $18.70万 | 0.02% | 496 | 10 | 2.1% | $3,769 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $18.64万 | 0.02% | 3,597 | -127 | -3.4% | -$6,582 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $18.51万 | 0.02% | 3,872 | -144 | -3.6% | -$6,885 | 减仓 |
| BKU | BANKUNITED INC | $18.44万 | 0.02% | 3,805 | 26 | 0.7% | $1,260 | 加仓 |
| ACWI | ISHARES TR | $18.40万 | 0.02% | 1,172 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $18.37万 | 0.02% | 2,042 | 20 | 1.0% | $1,800 | 加仓 |
| Q | QNITY ELECTRONICS INC | $18.37万 | 0.02% | 1,125 | 18 | 1.6% | $2,940 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $18.34万 | 0.02% | 23,882 | 524 | 2.2% | $4,024 | 加仓 |
| POWL | POWELL INDS INC | $18.27万 | 0.02% | 638 | 14 | 2.2% | $4,009 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $18.23万 | 0.02% | 660 | 329 | 99.4% | $9.09万 | 加仓 |
| MSCI | MSCI INC | $18.20万 | 0.02% | 325 | 35 | 12.1% | $1.96万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $18.16万 | 0.02% | 452 | 9 | 2.0% | $3,617 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $18.09万 | 0.02% | 1,876 | -150 | -7.4% | -$1.45万 | 减仓 |
| RAL | RALLIANT CORP | $18.05万 | 0.02% | 2,452 | 440 | 21.9% | $3.24万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $18.02万 | 0.02% | 1,123 | 14 | 1.3% | $2,246 | 加仓 |
| U | UNITY SOFTWARE INC | $18.00万 | 0.02% | 6,299 | 3,239 | 105.8% | $9.26万 | 加仓 |
| KEX | KIRBY CORP | $17.87万 | 0.02% | 1,314 | 1,224 | 1,360.0% | $16.64万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $17.86万 | 0.02% | 1,096 | 3 | 0.3% | $489 | 加仓 |
| HP | HELMERICH & PAYNE INC | $17.86万 | 0.02% | 5,455 | 46 | 0.9% | $1,506 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $17.81万 | 0.02% | 2,383 | -25 | -1.0% | -$1,868 | 减仓 |
| HON | HONEYWELL INTL INC | $17.80万 | 0.02% | 795 | -1,022 | -56.2% | -$22.88万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $17.68万 | 0.02% | 7,200 | 1,650 | 29.7% | $4.05万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $17.67万 | 0.02% | 1,406 | 88 | 6.7% | $1.11万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $17.66万 | 0.02% | 14,714 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $17.62万 | 0.02% | 3,779 | -23 | -0.6% | -$1,072 | 减仓 |
| CALM | CAL MAINE FOODS INC | $17.59万 | 0.02% | 2,183 | -295 | -11.9% | -$2.38万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $17.58万 | 0.02% | 795 | 795 | — | $17.58万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $17.57万 | 0.02% | 3,568 | 144 | 4.2% | $7,091 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $17.56万 | 0.02% | 5,945 | 125 | 2.1% | $3,692 | 加仓 |
| TRIN | TRINITY CAP INC | $17.56万 | 0.02% | 9,816 | 294 | 3.1% | $5,260 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $17.52万 | 0.02% | 2,473 | -150 | -5.7% | -$1.06万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $17.32万 | 0.02% | 1,426 | 0 | 0.0% | — | 不变 |
| WBTN | WEBTOON ENTMT INC | $17.28万 | 0.02% | 15,129 | 14,884 | 6,075.1% | $17.00万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $17.23万 | 0.02% | 3,548 | -50 | -1.4% | -$2,429 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $17.22万 | 0.02% | 3,936 | -191 | -4.6% | -$8,358 | 减仓 |
| HPQ | HP INC | $17.20万 | 0.02% | 7,840 | 247 | 3.3% | $5,419 | 加仓 |
| NTR | NUTRIEN LTD | $17.19万 | 0.02% | 2,730 | 4 | 0.1% | $252 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $17.15万 | 0.02% | 3,035 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $17.11万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $17.09万 | 0.02% | 3,769 | 899 | 31.3% | $4.08万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $17.03万 | 0.02% | 5,262 | 4,096 | 351.3% | $13.26万 | 加仓 |
| AGX | ARGAN INC | $17.01万 | 0.02% | 213 | 51 | 31.5% | $4.07万 | 加仓 |
| ENS | ENERSYS | $16.98万 | 0.02% | 726 | -5 | -0.7% | -$1,169 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $16.97万 | 0.02% | 3,358 | 87 | 2.7% | $4,396 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $16.96万 | 0.02% | 2,933 | -32 | -1.1% | -$1,851 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $16.91万 | 0.02% | 5,686 | 534 | 10.4% | $1.59万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.89万 | 0.02% | 3,428 | 0 | 0.0% | — | 不变 |