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
IRDM IRIDIUM COMMUNICATIONS INC $11.32万0.01%2,063 412.0% $2,249 加仓
OPLN OPENLANE INC $11.31万0.01%2,742 542.0% $2,227 加仓
XPEL XPEL INC $11.28万0.01%2,275 41922.6% $2.08万 加仓
MUSA MURPHY USA INC $11.26万0.01%209 10.5% $539 加仓
MHO M/I HOMES INC $11.26万0.01%700 294.3% $4,663 加仓
MTH MERITAGE HOMES CORP $11.25万0.01%1,342 110.8% $922 加仓
— SEI EXCHANGE TRADED FUNDS $11.18万0.01%3,332 00.0% — 不变
DON WISDOMTREE TR $11.12万0.01%1,968 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $11.12万0.01%1,111 403.7% $4,003 加仓
BNDX VANGUARD CHARLOTTE FDS $11.11万0.01%2,293 -75-3.2% -$3,632 减仓
— WHITESTONE REIT $11.09万0.01%5,850 30.1% $57 加仓
— FIRST TR EXCHNG TRADED FD VI $11.09万0.01%4,026 00.0% — 不变
HCI HCI GROUP INC $11.06万0.01%631 -3-0.5% -$526 减仓
— ELECTRONIC ARTS INC $11.04万0.01%539 30.6% $615 加仓
DPZ DOMINOS PIZZA INC $11.01万0.01%372 288342.9% $8.53万 加仓
VSEC VSE CORP $10.99万0.01%481 5312.4% $1.21万 加仓
WLDN WILLDAN GROUP INC $10.95万0.01%1,384 00.0% — 不变
NSP INSPERITY INC $10.95万0.01%2,650 2,004310.2% $8.28万 加仓
MRP MILLROSE PPTYS INC $10.94万0.01%3,642 -4,014-52.4% -$12.06万 减仓
SKT TANGER INC $10.94万0.01%2,772 531.9% $2,092 加仓
PATK PATRICK INDS INC $10.94万0.01%1,218 -170-12.2% -$1.53万 减仓
DOV DOVER CORP $10.88万0.01%485 81.7% $1,794 加仓
NHC NATIONAL HEALTHCARE CORP $10.86万0.01%514 61.2% $1,268 加仓
VIRT VIRTU FINL INC $10.85万0.01%1,822 392.2% $2,323 加仓
HOMB HOME BANCSHARES INC $10.84万0.01%3,797 00.0% — 不变
ABG ASBURY AUTOMOTIVE GROUP INC $10.82万0.01%538 314140.2% $6.31万 加仓
ENSG ENSIGN GROUP INC $10.79万0.01%673 -37-5.2% -$5,931 减仓
WDS WOODSIDE ENERGY GROUP LTD $10.78万0.01%5,582 641.2% $1,236 加仓
LKQ LKQ CORP $10.76万0.01%4,087 -974-19.2% -$2.56万 减仓
SEEM SEI EXCHANGE TRADED FUNDS $10.75万0.01%2,682 -32-1.2% -$1,283 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $10.74万0.01%3,597 2266.7% $6,746 加仓
ZD ZIFF DAVIS INC $10.72万0.01%2,047 30.1% $157 加仓
BOOT BOOT BARN HLDGS INC $10.71万0.01%652 -103-13.6% -$1.69万 减仓
ANDE ANDERSONS INC $10.68万0.01%1,562 251.6% $1,710 加仓
NEOG NEOGEN CORP $10.67万0.01%11,869 500.4% $449 加仓
CVCO CAVCO INDS INC DEL $10.63万0.01%173 84.8% $4,915 加仓
LPX LOUISIANA PAC CORP $10.62万0.01%1,350 10.1% $79 加仓
IQV IQVIA HLDGS INC $10.53万0.01%545 -149-21.5% -$2.88万 减仓
APG API GROUP CORP $10.52万0.01%2,484 -815-24.7% -$3.45万 减仓
VGT VANGUARD WORLD FD $10.52万0.01%880 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $10.47万0.01%357 -20-5.3% -$5,864 减仓
RMD RESMED INC $10.45万0.01%536 19155.4% $3.72万 加仓
SLQD ISHARES TR $10.44万0.01%2,072 00.0% — 不变
QTWO Q2 HLDGS INC $10.42万0.01%2,166 76854.9% $3.69万 加仓
AVA AVISTA CORP $10.38万0.01%2,537 1114.6% $4,541 加仓
JOE ST JOE CO $10.32万0.01%1,647 -140-7.8% -$8,768 减仓
MGY MAGNOLIA OIL & GAS CORP $10.31万0.01%4,032 741.9% $1,893 加仓
XBOEX BLACKROCK ENHANCED GLOBAL $10.31万0.01%8,529 1672.0% $2,019 加仓
BRC BRADY CORP $10.29万0.01%1,124 30437.1% $2.78万 加仓
IRT INDEPENDENCE RLTY TR INC $10.28万0.01%6,160 -507-7.6% -$8,462 减仓
ALHC ALIGNMENT HEALTHCARE INC $10.27万0.01%4,314 4,30547,833.3% $10.25万 加仓
SMCI SUPER MICRO COMPUTER INC $10.25万0.01%3,494 47515.7% $1.39万 加仓
CATY CATHAY GEN BANCORP $10.25万0.01%1,653 251.5% $1,550 加仓
ADT ADT INC DEL $10.23万0.01%15,740 14,4461,116.4% $9.39万 加仓
EQNR EQUINOR ASA $10.21万0.01%3,252 50318.3% $1.58万 加仓
MHD BLACKROCK MUNIHOLDINGS FD IN $10.21万0.01%8,580 1,22916.7% $1.46万 加仓
HLN HALEON PLC $10.19万0.01%10,926 -1,078-9.0% -$1.01万 减仓
REG REGENCY CTRS CORP $10.16万0.01%1,274 151.2% $1,196 加仓
LIF LIFE360 INC $10.15万0.01%1,833 472.6% $2,602 加仓
XLY SELECT SECTOR SPDR TR $10.13万0.01%864 00.0% — 不变
PTCT PTC THERAPEUTICS INC $10.12万0.01%1,241 121.0% $979 加仓
NEM NEWMONT CORP $10.12万0.01%1,084 22726.5% $2.12万 加仓
JOBY JOBY AVIATION INC $10.11万0.01%11,330 -2,003-15.0% -$1.79万 减仓
LB LANDBRIDGE COMPANY LLC $10.10万0.01%1,275 -5-0.4% -$396 减仓
CINF CINCINNATI FINL CORP $10.03万0.01%542 40.7% $741 加仓
UE URBAN EDGE PPTYS $10.00万0.01%4,372 611.4% $1,396 加仓
CRS CARPENTER TECHNOLOGY CORP $9.99万0.01%162 -20-11.0% -$1.23万 减仓
KMT KENNAMETAL INC $9.98万0.01%2,846 391.4% $1,367 加仓
INVA INNOVIVA INC $9.97万0.01%4,392 320.7% $727 加仓
IEI ISHARES TR $9.97万0.01%849 00.0% — 不变
GTY GETTY RLTY CORP NEW $9.97万0.01%2,988 391.3% $1,301 加仓
LNT ALLIANT ENERGY CORP $9.96万0.01%1,305 40.3% $305 加仓
AOS SMITH A O CORP $9.94万0.01%1,585 -404-20.3% -$2.53万 减仓
ATR APTARGROUP INC $9.93万0.01%793 496.6% $6,137 加仓
IONQ IONQ INC $9.88万0.01%1,855 -266-12.5% -$1.42万 减仓
WHD CACTUS INC $9.86万0.01%1,925 462.4% $2,357 加仓
GFF GRIFFON CORP $9.84万0.01%1,009 495.1% $4,779 加仓
LQDA LIQUIDIA CORPORATION $9.84万0.01%1,234 1,051574.3% $8.38万 加仓
PFS PROVIDENT FINL SVCS INC $9.80万0.01%4,145 791.9% $1,868 加仓
BDN BRANDYWINE RLTY TR $9.79万0.01%30,898 760.2% $241 加仓
STAG STAG INDUSTRIAL INC $9.77万0.01%2,568 70.3% $266 加仓
HTB HOMETRUST BANCSHARES INC $9.75万0.01%1,955 00.0% — 不变
IOT SAMSARA INC $9.75万0.01%3,005 -67-2.2% -$2,173 减仓
MIR MIRION TECHNOLOGIES INC $9.73万0.01%5,429 -214-3.8% -$3,837 减仓
RUN SUNRUN INC $9.73万0.01%7,275 -425-5.5% -$5,687 减仓
ADSK AUTODESK INC $9.73万0.01%501 -793-61.3% -$15.40万 减仓
GOOD GLADSTONE COMMERCIAL CORP $9.73万0.01%7,910 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $9.73万0.01%2,663 1,884241.8% $6.88万 加仓
EXTR EXTREME NETWORKS INC $9.71万0.01%3,001 61025.5% $1.97万 加仓
IEFA ISHARES TR $9.71万0.01%1,005 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $9.70万0.01%1,610 -1,107-40.7% -$6.67万 减仓
MMU WESTERN ASSET MANAGED MUNS F $9.66万0.01%9,272 3704.2% $3,855 加仓
FHB FIRST HAWAIIAN INC $9.66万0.01%3,296 922.9% $2,696 加仓
CMCSA COMCAST CORP NEW $9.66万0.01%3,933 -8,435-68.2% -$20.71万 减仓
GPI GROUP 1 AUTOMOTIVE INC $9.61万0.01%330 4214.6% $1.22万 加仓
ENB ENBRIDGE INC $9.59万0.01%1,769 00.0% — 不变
STBA S & T BANCORP INC $9.57万0.01%1,950 221.1% $1,080 加仓
RA BROOKFIELD REAL ASSETS INCOM $9.57万0.01%7,428 4326.2% $5,564 加仓
DGRO ISHARES TR $9.55万0.01%1,260 1,260— $9.55万 新建仓
CNS COHEN & STEERS INC $9.54万0.01%1,253 171.4% $1,294 加仓