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
CCI CROWN CASTLE INC $16.89万0.02%2,230 -350-13.6% -$2.65万 减仓
VCYT VERACYTE INC $16.86万0.02%2,870 220.8% $1,292 加仓
IWV ISHARES TR $16.84万0.02%395 19597.5% $8.31万 加仓
TGTX TG THERAPEUTICS INC $16.84万0.02%3,065 2428.6% $1.33万 加仓
TRNO TERRENO RLTY CORP $16.81万0.02%2,596 522.0% $3,368 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $16.63万0.02%2,597 -38-1.4% -$2,433 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $16.61万0.02%3,975 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $16.61万0.02%574 50.9% $1,447 加仓
NATL NCR ATLEOS CORPORATION $16.60万0.02%3,824 320.8% $1,389 加仓
SOFI SOFI TECHNOLOGIES INC $16.59万0.02%9,252 140.2% $251 加仓
FAST FASTENAL CO $16.58万0.02%3,452 1063.2% $5,091 加仓
TXNM TXNM ENERGY INC $16.56万0.02%2,917 00.0% — 不变
CTVA CORTEVA INC $16.55万0.02%1,954 -17-0.9% -$1,440 减仓
XEL XCEL ENERGY INC $16.54万0.02%2,060 331.6% $2,650 加仓
SIMO SILICON MOTION TECHNOLOGY CO $16.43万0.02%493 -32-6.1% -$1.07万 减仓
WULF TERAWULF INC $16.42万0.02%6,646 5,082324.9% $12.55万 加仓
— FIRST TR EXCHNG TRADED FD VI $16.34万0.02%5,756 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $16.30万0.02%454 204.6% $7,180 加仓
APLD APPLIED DIGITAL CORP $16.29万0.02%4,367 -94-2.1% -$3,506 减仓
— FIRST TR EXCHNG TRADED FD VI $16.26万0.02%6,000 00.0% — 不变
RITM RITHM CAPITAL CORP $16.24万0.02%17,299 8104.9% $7,606 加仓
FSS FEDERAL SIGNAL CORP $16.24万0.02%1,264 241.9% $3,084 加仓
CACC CREDIT ACCEP CORP MICH $16.24万0.02%255 7541.7% $4.78万 加仓
PAYX PAYCHEX INC $16.20万0.02%1,648 49743.2% $4.89万 加仓
NSC NORFOLK SOUTHN CORP $16.20万0.02%515 102.0% $3,146 加仓
DIOD DIODES INC $16.20万0.02%1,480 -38-2.5% -$4,159 减仓
— GATES INDL CORP PLC $16.18万0.02%5,786 761.3% $2,126 加仓
AIT APPLIED INDL TECHNOLOGIES IN $16.16万0.02%478 00.0% — 不变
AMLP ALPS ETF TR $16.03万0.02%3,092 -19-0.6% -$985 减仓
GNRC GENERAC HLDGS INC $15.96万0.02%545 -42-7.2% -$1.23万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $15.87万0.02%2,810 1,10664.9% $6.25万 加仓
OSIS OSI SYSTEMS INC $15.81万0.02%723 -68-8.6% -$1.49万 减仓
VSXY VICTORIAS SECRET AND CO $15.77万0.02%1,889 784.3% $6,511 加仓
CARR CARRIER GLOBAL CORPORATION $15.75万0.02%2,148 281.3% $2,053 加仓
ALKS ALKERMES PLC $15.74万0.01%3,004 1,07155.4% $5.61万 加仓
JXN JACKSON FINANCIAL INC $15.73万0.01%1,536 352.3% $3,584 加仓
— FIRST TR EXCHNG TRADED FD VI $15.70万0.01%5,700 00.0% — 不变
POOL POOL CORP $15.69万0.01%730 415131.7% $8.92万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $15.68万0.01%1,226 00.0% — 不变
SLG SL GREEN RLTY CORP $15.63万0.01%3,020 68629.4% $3.55万 加仓
ITW ILLINOIS TOOL WKS INC $15.55万0.01%575 -89-13.4% -$2.41万 减仓
MRCY MERCURY SYS INC $15.55万0.01%1,271 -767-37.6% -$9.38万 减仓
BMI BADGER METER INC $15.54万0.01%1,047 -213-16.9% -$3.16万 减仓
MTCH MATCH GROUP INC NEW $15.50万0.01%4,073 1293.3% $4,908 加仓
TNK TEEKAY TANKERS LTD $15.46万0.01%2,383 00.0% — 不变
SPNT SIRIUSPOINT LTD $15.45万0.01%6,439 70812.4% $1.70万 加仓
SPLV INVESCO EXCH TRADED FD TR II $15.44万0.01%2,061 00.0% — 不变
TXG 10X GENOMICS INC $15.38万0.01%4,011 -45-1.1% -$1,725 减仓
BKR BAKER HUGHES COMPANY $15.36万0.01%2,768 200.7% $1,110 加仓
MTRN MATERION CORP $15.35万0.01%516 102.0% $2,974 加仓
WPC WP CAREY INC $15.33万0.01%2,144 -59-2.7% -$4,218 减仓
DOW DOW HLDGS INC $15.32万0.01%5,601 1763.2% $4,815 加仓
ACP ABRDN INCOME CREDIT STRATEGI $15.26万0.01%29,339 -6,504-18.1% -$3.38万 减仓
LEA LEAR CORP $15.25万0.01%1,138 32439.8% $4.34万 加仓
SCHC SCHWAB STRATEGIC TR $15.18万0.01%3,155 00.0% — 不变
— ARCOSA INC $15.17万0.01%1,044 262.6% $3,778 加仓
CNP CENTERPOINT ENERGY INC $15.17万0.01%3,444 401.2% $1,762 加仓
HST HOST HOTELS & RESORTS INC $15.16万0.01%6,395 5,123402.8% $12.15万 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $15.11万0.01%2,166 57135.8% $3.98万 加仓
BRO BROWN & BROWN INC $15.10万0.01%2,354 86257.8% $5.53万 加仓
FDIS FIDELITY COVINGTON TRUST $15.10万0.01%1,468 00.0% — 不变
MAC MACERICH CO $15.07万0.01%5,983 1302.2% $3,275 加仓
WYNN WYNN RESORTS LTD $15.04万0.01%1,549 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $15.04万0.01%1,744 925.6% $7,933 加仓
LITE LUMENTUM HLDGS INC $15.02万0.01%175 7880.4% $6.69万 加仓
CL COLGATE PALMOLIVE CO $14.98万0.01%1,634 936.0% $8,524 加仓
CRH CRH PLC $14.88万0.01%1,391 -4-0.3% -$428 减仓
— ISHARES TR $14.87万0.01%5,497 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $14.85万0.01%1,130 42660.5% $5.60万 加仓
DGX QUEST DIAGNOSTICS INC $14.81万0.01%699 223.2% $4,662 加仓
ENVA ENOVA INTL INC $14.80万0.01%615 183.0% $4,333 加仓
BTX BLACKROCK TECH AND PRIVATE E $14.73万0.01%16,310 5383.4% $4,858 加仓
A AGILENT TECHNOLOGIES INC $14.69万0.01%1,106 201.8% $2,657 加仓
RKLB ROCKET LAB CORP $14.68万0.01%1,444 -63-4.2% -$6,404 减仓
TSCO TRACTOR SUPPLY CO $14.67万0.01%4,641 1,27838.0% $4.04万 加仓
REX REX AMERICAN RES CORP $14.66万0.01%3,247 160.5% $722 加仓
WPM WHEATON PRECIOUS METALS CORP $14.58万0.01%1,298 -153-10.5% -$1.72万 减仓
XLB SELECT SECTOR SPDR TR $14.50万0.01%2,852 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $14.47万0.01%1,668 462.8% $3,990 加仓
WCN WASTE CONNECTIONS INC $14.47万0.01%868 -19-2.1% -$3,167 减仓
CVNA CARVANA CO $14.43万0.01%2,193 884.2% $5,792 加仓
EAT BRINKER INTL INC $14.43万0.01%859 24640.1% $4.13万 加仓
ESLT ELBIT SYS LTD $14.42万0.01%190 73.8% $5,311 加仓
NOC NORTHROP GRUMMAN CORP $14.41万0.01%283 -32-10.2% -$1.63万 减仓
CLMT CALUMET INC $14.41万0.01%4,000 -51-1.3% -$1,837 减仓
BBT BEACON FINANCIAL CORP. $14.38万0.01%4,722 250.5% $761 加仓
PIPR PIPER SANDLER COMPANIES $14.29万0.01%1,975 1437.8% $1.03万 加仓
JFR NUVEEN FLOATING RATE INCOME $14.29万0.01%18,627 6,49453.5% $4.98万 加仓
— QORVO INC $14.27万0.01%1,530 -53-3.3% -$4,943 减仓
CSW CSW INDUSTRIALS INC $14.25万0.01%512 81.6% $2,226 加仓
SOXX ISHARES TR $14.22万0.01%222 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP $14.14万0.01%3,343 1053.2% $4,443 加仓
TDY TELEDYNE TECHNOLOGIES INC $14.14万0.01%212 10.5% $667 加仓
DRI DARDEN RESTAURANTS INC $14.13万0.01%686 20.3% $412 加仓
CWEN CLEARWAY ENERGY INC $14.08万0.01%4,118 1,47355.7% $5.03万 加仓
ROG ROGERS CORP $14.06万0.01%859 9612.6% $1.57万 加仓
— SUPERNUS PHARMACEUTICALS $14.04万0.01%3,019 -88-2.8% -$4,093 减仓
TDC TERADATA CORP DEL $14.00万0.01%4,039 -149-3.6% -$5,163 减仓
WSC WILLSCOT HLDGS CORP $13.85万0.01%4,800 781.7% $2,251 加仓
GPC GENUINE PARTS CO $13.85万0.01%1,174 -43-3.5% -$5,073 减仓