Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$9.68亿2026Q1 申报市值
2,737持仓数
41.6%前十大占比 · 第一大 10.6%
138 / 142新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EEM 加仓+$1,021.77万
SPSM 加仓+$297.36万
NKE 加仓+$208.05万
AZN 新建仓+$192.90万
SPYV 加仓+$186.22万
2026Q1 卖出最多 按季末市值估算
ET 减仓-$1,468.72万
INTC 减仓-$210.09万
AZN 清仓-$195.93万
MSFT 减仓-$79.81万
IWM 减仓-$73.98万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ONB | OLD NATL BANCORP IND | $10.04万 | 0.01% | 4,541 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $10.02万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $10.00万 | 0.01% | 1,027 | -60 | -5.5% | -$5,842 | 减仓 |
| DOV | DOVER CORP | $9.94万 | 0.01% | 477 | 36 | 8.2% | $7,504 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $9.93万 | 0.01% | 6,667 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $9.88万 | 0.01% | 2,329 | -99 | -4.1% | -$4,202 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $9.87万 | 0.01% | 22,337 | 15,112 | 209.2% | $6.68万 | 加仓 |
| LEA | LEAR CORP | $9.85万 | 0.01% | 814 | 785 | 2,706.9% | $9.50万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $9.83万 | 0.01% | 1,495 | 38 | 2.6% | $2,497 | 加仓 |
| MATX | MATSON INC | $9.82万 | 0.01% | 599 | 46 | 8.3% | $7,541 | 加仓 |
| LPX | LOUISIANA PAC CORP | $9.81万 | 0.01% | 1,349 | -9 | -0.7% | -$655 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $9.81万 | 0.01% | 3,661 | 1,603 | 77.9% | $4.29万 | 加仓 |
| HCI | HCI GROUP INC | $9.80万 | 0.01% | 634 | -122 | -16.1% | -$1.89万 | 减仓 |
| AVA | AVISTA CORP | $9.74万 | 0.01% | 2,426 | 21 | 0.9% | $843 | 加仓 |
| IOT | SAMSARA INC | $9.74万 | 0.01% | 3,072 | 616 | 25.1% | $1.95万 | 加仓 |
| BRO | BROWN & BROWN INC | $9.73万 | 0.01% | 1,492 | 466 | 45.4% | $3.04万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $9.71万 | 0.01% | 1,071 | 37 | 3.6% | $3,355 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $9.70万 | 0.01% | 2,877 | 128 | 4.7% | $4,315 | 加仓 |
| AVT | AVNET INC | $9.68万 | 0.01% | 1,571 | 266 | 20.4% | $1.64万 | 加仓 |
| RKLB | ROCKET LAB CORP | $9.68万 | 0.01% | 1,507 | 144 | 10.6% | $9,248 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $9.66万 | 0.01% | 1,704 | -1,554 | -47.7% | -$8.81万 | 减仓 |
| CNX | CNX RES CORP | $9.63万 | 0.01% | 2,497 | -51 | -2.0% | -$1,966 | 减仓 |
| NET | CLOUDFLARE INC | $9.62万 | 0.01% | 466 | 41 | 9.6% | $8,460 | 加仓 |
| NBTB | NBT BANCORP INC | $9.58万 | 0.01% | 2,251 | 32 | 1.4% | $1,363 | 加仓 |
| ENB | ENBRIDGE INC | $9.58万 | 0.01% | 1,769 | -235 | -11.7% | -$1.27万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $9.56万 | 0.01% | 11,763 | 546 | 4.9% | $4,439 | 加仓 |
| REG | REGENCY CTRS CORP | $9.53万 | 0.01% | 1,259 | -6 | -0.5% | -$454 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $9.52万 | 0.01% | 288 | 28 | 10.8% | $9,258 | 加仓 |
| PSO | PEARSON PLC | $9.50万 | 0.01% | 7,239 | -214 | -2.9% | -$2,810 | 减仓 |
| — | WHITESTONE REIT | $9.44万 | 0.01% | 5,847 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $9.44万 | 0.01% | 1,727 | 566 | 48.8% | $3.09万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $9.43万 | 0.01% | 968 | -1,792 | -64.9% | -$17.46万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $9.42万 | 0.01% | 2,347 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $9.42万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $9.40万 | 0.01% | 3,871 | 1,833 | 89.9% | $4.45万 | 加仓 |
| ATR | APTARGROUP INC | $9.38万 | 0.01% | 744 | 122 | 19.6% | $1.54万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $9.38万 | 0.01% | 2,823 | 834 | 41.9% | $2.77万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $9.38万 | 0.01% | 2,949 | 44 | 1.5% | $1,399 | 加仓 |
| IR | INGERSOLL RAND INC | $9.37万 | 0.01% | 1,170 | -1,038 | -47.0% | -$8.32万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $9.34万 | 0.01% | 1,301 | -34 | -2.5% | -$2,440 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $9.30万 | 0.01% | 4,113 | 87 | 2.2% | $1,966 | 加仓 |
| NEM | NEWMONT CORP | $9.27万 | 0.01% | 857 | 33 | 4.0% | $3,570 | 加仓 |
| SKT | TANGER INC | $9.24万 | 0.01% | 2,719 | 133 | 5.1% | $4,519 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $9.23万 | 0.01% | 2,561 | 5 | 0.2% | $180 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $9.21万 | 0.01% | 3,332 | -343 | -9.3% | -$9,476 | 减仓 |
| VCYT | VERACYTE INC | $9.17万 | 0.01% | 2,848 | 375 | 15.2% | $1.21万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $9.16万 | 0.01% | 8,362 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $9.16万 | 0.01% | 1,039 | 57 | 5.8% | $5,026 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $9.15万 | 0.01% | 8,902 | 448 | 5.3% | $4,605 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $9.12万 | 0.01% | 12,133 | -3,126 | -20.5% | -$2.35万 | 减仓 |
| IEFA | ISHARES TR | $9.10万 | 0.01% | 1,005 | -800 | -44.3% | -$7.24万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $9.08万 | 0.01% | 3,428 | 144 | 4.4% | $3,816 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $9.06万 | 0.01% | 2,151 | 95 | 4.6% | $3,999 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $9.04万 | 0.01% | 7,910 | 824 | 11.6% | $9,418 | 加仓 |
| E | ENI SPA | $9.02万 | 0.01% | 1,594 | 42 | 2.7% | $2,378 | 加仓 |
| TDW | TIDEWATER INC NEW | $9.01万 | 0.01% | 1,078 | 47 | 4.6% | $3,927 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $9.00万 | 0.01% | 6,996 | 1,050 | 17.7% | $1.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8.98万 | 0.01% | 2,311 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $8.95万 | 0.01% | 595 | 20 | 3.5% | $3,010 | 加仓 |
| EMLC | VANECK ETF TRUST | $8.95万 | 0.01% | 3,565 | 2 | 0.1% | $50 | 加仓 |
| FTI | TECHNIPFMC PLC | $8.93万 | 0.01% | 1,292 | 2 | 0.2% | $138 | 加仓 |
| WHD | CACTUS INC | $8.90万 | 0.01% | 1,879 | 33 | 1.8% | $1,563 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $8.89万 | 0.01% | 2,714 | -464 | -14.6% | -$1.52万 | 减仓 |
| ADC | AGREE RLTY CORP | $8.86万 | 0.01% | 1,176 | 31 | 2.7% | $2,337 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $8.84万 | 0.01% | 1,280 | 291 | 29.4% | $2.01万 | 加仓 |
| AGX | ARGAN INC | $8.82万 | 0.01% | 162 | 162 | — | $8.82万 | 新建仓 |
| EAT | BRINKER INTL INC | $8.75万 | 0.01% | 613 | -89 | -12.7% | -$1.27万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $8.75万 | 0.01% | 1,500 | 103 | 7.4% | $6,007 | 加仓 |
| AN | AUTONATION INC | $8.75万 | 0.01% | 448 | 2 | 0.4% | $391 | 加仓 |
| STNE | STONECO LTD | $8.70万 | 0.01% | 6,160 | 626 | 11.3% | $8,839 | 加仓 |
| VST | VISTRA CORP | $8.69万 | 0.01% | 578 | 73 | 14.5% | $1.10万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $8.68万 | 0.01% | 9,217 | 3,727 | 67.9% | $3.51万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $8.62万 | 0.01% | 2,334 | -111 | -4.5% | -$4,100 | 减仓 |
| UE | URBAN EDGE PPTYS | $8.61万 | 0.01% | 4,311 | 147 | 3.5% | $2,937 | 加仓 |
| TXG | 10X GENOMICS INC | $8.61万 | 0.01% | 4,056 | 114 | 2.9% | $2,420 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $8.60万 | 0.01% | 4,066 | -127 | -3.0% | -$2,687 | 减仓 |
| ZD | ZIFF DAVIS INC | $8.58万 | 0.01% | 2,044 | 41 | 2.0% | $1,720 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD | $8.55万 | 0.01% | 6,426 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $8.51万 | 0.01% | 3,541 | 101 | 2.9% | $2,427 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $8.49万 | 0.01% | 2,025 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $8.47万 | 0.01% | 538 | 5 | 0.9% | $787 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $8.46万 | 0.01% | 3,913 | 1,961 | 100.5% | $4.24万 | 加仓 |
| EOG | EOG RES INC | $8.46万 | 0.01% | 585 | 37 | 6.8% | $5,349 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $8.45万 | 0.01% | 1,869 | -4,632 | -71.3% | -$20.95万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $8.42万 | 0.01% | 1,092 | -1,028 | -48.5% | -$7.93万 | 减仓 |
| HRI | HERC HLDGS INC | $8.40万 | 0.01% | 844 | 2 | 0.2% | $199 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $8.40万 | 0.01% | 1,811 | 82 | 4.7% | $3,802 | 加仓 |
| IUSB | ISHARES TR | $8.37万 | 0.01% | 1,813 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $8.37万 | 0.01% | 1,229 | 675 | 121.8% | $4.60万 | 加仓 |
| RAL | RALLIANT CORP | $8.37万 | 0.01% | 2,012 | -281 | -12.3% | -$1.17万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $8.35万 | 0.01% | 30,822 | 28,397 | 1,171.0% | $7.70万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $8.35万 | 0.01% | 698 | 241 | 52.7% | $2.88万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $8.34万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $8.30万 | 0.01% | 926 | 91 | 10.9% | $8,156 | 加仓 |
| LH | LABCORP HOLDINGS INC | $8.30万 | 0.01% | 311 | 3 | 1.0% | $800 | 加仓 |
| RKT | ROCKET COS INC | $8.29万 | 0.01% | 5,819 | -4,391 | -43.0% | -$6.26万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $8.29万 | 0.01% | 7,351 | 5,245 | 249.1% | $5.92万 | 加仓 |
| — | NUVEEN NY AMT FREE | $8.28万 | 0.01% | 8,111 | 3,051 | 60.3% | $3.12万 | 加仓 |
| DAN | DANA INC | $8.28万 | 0.01% | 2,460 | 113 | 4.8% | $3,802 | 加仓 |
| FNV | FRANCO NEV CORP | $8.28万 | 0.01% | 335 | 89 | 36.2% | $2.20万 | 加仓 |