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 |
|---|---|---|---|---|---|---|---|---|
| XEMDX | WESTERN ASSET EMERGING MKTS | $13.84万 | 0.01% | 12,885 | 187 | 1.5% | $2,008 | 加仓 |
| TRN | TRINITY INDS INC | $13.83万 | 0.01% | 4,000 | 43 | 1.1% | $1,487 | 加仓 |
| IDA | IDACORP INC | $13.83万 | 0.01% | 914 | -130 | -12.5% | -$1.97万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $13.80万 | 0.01% | 6,823 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $13.74万 | 0.01% | 5,680 | 733 | 14.8% | $1.77万 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $13.74万 | 0.01% | 3,263 | 39 | 1.2% | $1,642 | 加仓 |
| RS | RELIANCE INC | $13.73万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION | $13.72万 | 0.01% | 5,261 | 84 | 1.6% | $2,190 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $13.68万 | 0.01% | 2,572 | -160 | -5.9% | -$8,512 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $13.67万 | 0.01% | 3,166 | 63 | 2.0% | $2,720 | 加仓 |
| CE | CELANESE CORP DEL | $13.63万 | 0.01% | 2,962 | 87 | 3.0% | $4,002 | 加仓 |
| CLSK | CLEANSPARK INC | $13.58万 | 0.01% | 9,335 | 1,906 | 25.7% | $2.77万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $13.54万 | 0.01% | 934 | 22 | 2.4% | $3,190 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $13.50万 | 0.01% | 11,437 | 2,220 | 24.1% | $2.62万 | 加仓 |
| VLO | VALERO ENERGY CORP | $13.49万 | 0.01% | 518 | -4,534 | -89.7% | -$118.08万 | 减仓 |
| HAL | HALLIBURTON CO | $13.43万 | 0.01% | 3,956 | 37 | 0.9% | $1,256 | 加仓 |
| KURA | KURA ONCOLOGY INC | $13.41万 | 0.01% | 12,220 | 457 | 3.9% | $5,013 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $13.39万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $13.34万 | 0.01% | 2,798 | -32 | -1.1% | -$1,526 | 减仓 |
| AMT | AMERICAN TOWER CORP | $13.30万 | 0.01% | 813 | 76 | 10.3% | $1.24万 | 加仓 |
| AIR | AAR CORP | $13.29万 | 0.01% | 930 | 13 | 1.4% | $1,858 | 加仓 |
| CAH | CARDINAL HEALTH INC | $13.28万 | 0.01% | 559 | -1 | -0.2% | -$237 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $13.27万 | 0.01% | 1,323 | 143 | 12.1% | $1.43万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $13.26万 | 0.01% | 10,125 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $13.24万 | 0.01% | 2,504 | -1,376 | -35.5% | -$7.28万 | 减仓 |
| TXT | TEXTRON INC | $13.24万 | 0.01% | 1,443 | -1,944 | -57.4% | -$17.83万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $13.23万 | 0.01% | 893 | 191 | 27.2% | $2.83万 | 加仓 |
| BTU | PEABODY ENGR CORP | $13.20万 | 0.01% | 5,711 | 104 | 1.9% | $2,404 | 加仓 |
| FBNC | FIRST BANCORP N C | $13.20万 | 0.01% | 2,065 | 7 | 0.3% | $448 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $13.18万 | 0.01% | 493 | 11 | 2.3% | $2,941 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $13.16万 | 0.01% | 4,661 | 3,164 | 211.4% | $8.94万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $13.14万 | 0.01% | 22,932 | 595 | 2.7% | $3,409 | 加仓 |
| NOK | NOKIA CORP | $13.12万 | 0.01% | 9,878 | 2,573 | 35.2% | $3.42万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $13.10万 | 0.01% | 1,233 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $13.08万 | 0.01% | 1,634 | 4 | 0.2% | $320 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $13.04万 | 0.01% | 13,040 | 262 | 2.1% | $2,620 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $12.99万 | 0.01% | 3,791 | 130 | 3.6% | $4,455 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $12.98万 | 0.01% | 26,716 | 1,904 | 7.7% | $9,253 | 加仓 |
| DAVE | DAVE INC | $12.97万 | 0.01% | 348 | -103 | -22.8% | -$3.84万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $12.91万 | 0.01% | 1,167 | -6 | -0.5% | -$664 | 减仓 |
| FELE | FRANKLIN ELEC INC | $12.81万 | 0.01% | 1,195 | 34 | 2.9% | $3,644 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $12.80万 | 0.01% | 405 | 9 | 2.3% | $2,845 | 加仓 |
| RPM | RPM INTL INC | $12.73万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $12.72万 | 0.01% | 814 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $12.72万 | 0.01% | 1,361 | 12 | 0.9% | $1,121 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $12.69万 | 0.01% | 3,108 | 74 | 2.4% | $3,022 | 加仓 |
| ECL | ECOLAB INC | $12.68万 | 0.01% | 455 | 16 | 3.6% | $4,458 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $12.66万 | 0.01% | 933 | -1,870 | -66.7% | -$25.36万 | 减仓 |
| CC | CHEMOURS CO | $12.55万 | 0.01% | 6,114 | 84 | 1.4% | $1,724 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $12.50万 | 0.01% | 2,476 | -71 | -2.8% | -$3,586 | 减仓 |
| CNO | CNO FINL GROUP INC | $12.46万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $12.46万 | 0.01% | 1,789 | -13 | -0.7% | -$905 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.39万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $12.39万 | 0.01% | 540 | -18 | -3.2% | -$4,130 | 减仓 |
| INTU | INTUIT | $12.38万 | 0.01% | 475 | -1,161 | -71.0% | -$30.27万 | 减仓 |
| CRVL | CORVEL CORP | $12.35万 | 0.01% | 1,976 | 249 | 14.4% | $1.56万 | 加仓 |
| EBAY | EBAY INC. | $12.34万 | 0.01% | 1,104 | -86 | -7.2% | -$9,610 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $12.30万 | 0.01% | 2,955 | 83 | 2.9% | $3,454 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $12.26万 | 0.01% | 11,311 | 11,258 | 21,241.5% | $12.20万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $12.21万 | 0.01% | 3,521 | 2,245 | 175.9% | $7.78万 | 加仓 |
| STM | STMICROELECTRONICS N V | $12.15万 | 0.01% | 1,623 | 17 | 1.1% | $1,273 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $12.13万 | 0.01% | 2,324 | 2,124 | 1,062.0% | $11.09万 | 加仓 |
| HRI | HERC HLDGS INC | $12.10万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| — | ELEVRA LITHIUM LTD | $12.08万 | 0.01% | 1,773 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS INC | $12.06万 | 0.01% | 1,704 | 17 | 1.0% | $1,203 | 加仓 |
| UNF | UNIFIRST CORP MASS | $12.06万 | 0.01% | 456 | 9 | 2.0% | $2,380 | 加仓 |
| JNK | SPDR SERIES TRUST | $12.05万 | 0.01% | 1,250 | 48 | 4.0% | $4,627 | 加仓 |
| SM | SM ENERGY COMPANY | $12.04万 | 0.01% | 4,612 | 193 | 4.4% | $5,037 | 加仓 |
| LOGI | LOGITECH INTL S A | $12.02万 | 0.01% | 1,278 | -4 | -0.3% | -$376 | 减仓 |
| BCPC | BALCHEM CORP | $12.00万 | 0.01% | 710 | 2 | 0.3% | $338 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $11.99万 | 0.01% | 5,383 | 3,575 | 197.7% | $7.96万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $11.98万 | 0.01% | 1,373 | 22 | 1.6% | $1,919 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $11.97万 | 0.01% | 223 | -9 | -3.9% | -$4,833 | 减仓 |
| WIT | WIPRO LTD | $11.96万 | 0.01% | 53,175 | -12,964 | -19.6% | -$2.92万 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $11.96万 | 0.01% | 5,486 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $11.89万 | 0.01% | 1,583 | 83 | 5.5% | $6,236 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $11.88万 | 0.01% | 2,229 | 1,051 | 89.2% | $5.60万 | 加仓 |
| PSMT | PRICESMART INC | $11.88万 | 0.01% | 608 | 13 | 2.2% | $2,539 | 加仓 |
| LNG | CHENIERE ENERGY INC | $11.85万 | 0.01% | 496 | 12 | 2.5% | $2,868 | 加仓 |
| PSO | PEARSON PLC | $11.85万 | 0.01% | 7,459 | 220 | 3.0% | $3,496 | 加仓 |
| COHU | COHU INC | $11.85万 | 0.01% | 1,603 | 453 | 39.4% | $3.35万 | 加仓 |
| ADEA | ADEIA INC | $11.82万 | 0.01% | 3,589 | 48 | 1.4% | $1,581 | 加仓 |
| MATX | MATSON INC | $11.76万 | 0.01% | 612 | 13 | 2.2% | $2,499 | 加仓 |
| ONB | OLD NATL BANCORP IND | $11.76万 | 0.01% | 4,541 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $11.70万 | 0.01% | 5,469 | 1,084 | 24.7% | $2.32万 | 加仓 |
| ALC | ALCON AG | $11.66万 | 0.01% | 1,738 | -964 | -35.7% | -$6.47万 | 减仓 |
| LYFT | LYFT INC | $11.66万 | 0.01% | 7,982 | -7,844 | -49.6% | -$11.46万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $11.63万 | 0.01% | 11,376 | 441 | 4.0% | $4,507 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $11.59万 | 0.01% | 3,538 | 110 | 3.2% | $3,604 | 加仓 |
| CMS | CMS ENERGY CORP | $11.59万 | 0.01% | 1,515 | 9 | 0.6% | $689 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $11.53万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $11.51万 | 0.01% | 7,574 | 355 | 4.9% | $5,396 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $11.49万 | 0.01% | 7,170 | 574 | 8.7% | $9,201 | 加仓 |
| NWSA | NEWS CORP NEW | $11.48万 | 0.01% | 4,622 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $11.44万 | 0.01% | 1,481 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $11.43万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $11.38万 | 0.01% | 1,846 | -14 | -0.8% | -$863 | 减仓 |
| EL | LAUDER ESTEE COS INC | $11.37万 | 0.01% | 1,440 | 3 | 0.2% | $237 | 加仓 |
| MGEE | MGE ENERGY INC | $11.37万 | 0.01% | 1,394 | 56 | 4.2% | $4,566 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $11.36万 | 0.01% | 6,755 | 113 | 1.7% | $1,900 | 加仓 |