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 |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | $1.02亿 | 10.58% | 4,019,418 | -22,660 | -0.6% | -$57.74万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $9,040.86万 | 9.34% | 1,871,039 | 61,540 | 3.4% | $297.36万 | 加仓 |
| ET | ENERGY TRANSFER L P | $5,933.97万 | 6.13% | 3,074,597 | -760,993 | -19.8% | -$1,468.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,508.54万 | 3.62% | 620,103 | 32,912 | 5.6% | $186.22万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,454.45万 | 2.54% | 958,023 | 10,194 | 1.1% | $26.12万 | 加仓 |
| AAPL | APPLE INC | $2,336.51万 | 2.41% | 92,065 | -857 | -0.9% | -$21.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,107.12万 | 2.18% | 120,821 | 184 | 0.2% | $3.21万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,903.42万 | 1.97% | 194,405 | 9,544 | 5.2% | $93.45万 | 加仓 |
| EFV | ISHARES TR | $1,405.16万 | 1.45% | 188,993 | 12,715 | 7.2% | $94.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,350.03万 | 1.39% | 36,471 | -2,156 | -5.6% | -$79.81万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,276.09万 | 1.32% | 166,723 | 1,175 | 0.7% | $8.99万 | 加仓 |
| AMZN | AMAZON COM INC | $1,131.28万 | 1.17% | 54,318 | -516 | -0.9% | -$10.75万 | 减仓 |
| EEM | ISHARES TR | $1,111.58万 | 1.15% | 195,735 | 179,920 | 1,137.7% | $1,021.77万 | 加仓 |
| — | SSGA ACTIVE TR | $937.41万 | 0.97% | 220,253 | 6,441 | 3.0% | $27.41万 | 加仓 |
| GOOGL | ALPHABET INC | $913.05万 | 0.94% | 31,752 | 411 | 1.3% | $11.82万 | 加仓 |
| META | META PLATFORMS INC | $860.60万 | 0.89% | 15,042 | 1,256 | 9.1% | $71.86万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $849.50万 | 0.88% | 194,571 | 4,237 | 2.2% | $18.50万 | 加仓 |
| EFG | ISHARES TR | $778.04万 | 0.80% | 69,861 | 6,058 | 9.5% | $67.47万 | 加仓 |
| TSLA | TESLA INC | $772.38万 | 0.80% | 20,777 | 443 | 2.2% | $16.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $767.14万 | 0.79% | 26,079 | -1,059 | -3.9% | -$31.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $737.98万 | 0.76% | 11,348 | -426 | -3.6% | -$27.70万 | 减仓 |
| AVGO | BROADCOM INC | $718.53万 | 0.74% | 23,215 | 719 | 3.2% | $22.25万 | 加仓 |
| IWD | ISHARES TR | $716.85万 | 0.74% | 33,549 | -1,498 | -4.3% | -$32.01万 | 减仓 |
| EFA | ISHARES TR | $715.68万 | 0.74% | 73,682 | -3,654 | -4.7% | -$35.49万 | 减仓 |
| IVV | ISHARES TR | $569.99万 | 0.59% | 8,726 | 425 | 5.1% | $27.76万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $544.36万 | 0.56% | 118,778 | 370 | 0.3% | $1.70万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $523.85万 | 0.54% | 111,670 | 2,765 | 2.5% | $12.97万 | 加仓 |
| IWF | ISHARES TR | $514.35万 | 0.53% | 12,063 | 71 | 0.6% | $3.03万 | 加仓 |
| GOOG | ALPHABET INC | $497.70万 | 0.51% | 17,350 | -70 | -0.4% | -$2.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $477.50万 | 0.49% | 9,965 | -104 | -1.0% | -$4.98万 | 减仓 |
| IJR | ISHARES TR | $474.88万 | 0.49% | 38,201 | -418 | -1.1% | -$5.20万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $448.88万 | 0.46% | 233,915 | -370 | -0.2% | -$7,100 | 减仓 |
| WMT | WALMART INC | $440.76万 | 0.46% | 35,465 | 443 | 1.3% | $5.51万 | 加仓 |
| IWM | ISHARES TR | $412.83万 | 0.43% | 16,646 | -2,983 | -15.2% | -$73.98万 | 减仓 |
| MCD | MCDONALDS CORP | $398.09万 | 0.41% | 12,809 | -174 | -1.3% | -$5.41万 | 减仓 |
| — | EXXON MOBIL CORP | $393.62万 | 0.41% | 23,201 | -1,373 | -5.6% | -$23.29万 | 减仓 |
| AGG | ISHARES TR | $392.80万 | 0.41% | 39,569 | -1,445 | -3.5% | -$14.34万 | 减仓 |
| LLY | ELI LILLY & CO | $387.55万 | 0.40% | 4,214 | 337 | 8.7% | $30.99万 | 加仓 |
| NFLX | NETFLIX INC. | $377.99万 | 0.39% | 39,313 | 14,049 | 55.6% | $135.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.62万 | 0.36% | 10,286 | -623 | -5.7% | -$21.05万 | 减仓 |
| V | VISA INC | $331.47万 | 0.34% | 10,967 | -399 | -3.5% | -$12.06万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $322.55万 | 0.33% | 45,487 | 133 | 0.3% | $9,431 | 加仓 |
| CSCO | CISCO SYS INC | $312.17万 | 0.32% | 40,233 | 84 | 0.2% | $6,518 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $310.44万 | 0.32% | 16,176 | 793 | 5.2% | $15.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $300.38万 | 0.31% | 12,288 | 662 | 5.7% | $16.18万 | 加仓 |
| ABBV | ABBVIE INC | $298.33万 | 0.31% | 13,717 | 373 | 2.8% | $8.11万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $283.74万 | 0.29% | 35,794 | 9,009 | 33.6% | $71.41万 | 加仓 |
| NKE | NIKE INC | $283.63万 | 0.29% | 53,698 | 39,388 | 275.2% | $208.05万 | 加仓 |
| ASML | ASML HLDG NV | $250.30万 | 0.26% | 1,895 | -2 | -0.1% | -$2,642 | 减仓 |
| BAC | BANK AMERICA CORP | $243.20万 | 0.25% | 49,888 | -1,518 | -3.0% | -$7.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $240.46万 | 0.25% | 4,166 | -89 | -2.1% | -$5.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $237.90万 | 0.25% | 2,388 | 7 | 0.3% | $6,974 | 加仓 |
| PG | PROCTER & GAMBLE CO | $232.04万 | 0.24% | 16,065 | 439 | 2.8% | $6.34万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $223.57万 | 0.23% | 36,496 | 2,256 | 6.6% | $13.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $222.03万 | 0.23% | 6,496 | 103 | 1.6% | $3.52万 | 加仓 |
| HD | HOME DEPOT INC | $205.65万 | 0.21% | 6,253 | -707 | -10.2% | -$23.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $203.58万 | 0.21% | 10,008 | -92 | -0.9% | -$1.87万 | 减仓 |
| — | UNITED STS GASOLINE FD LP | $196.35万 | 0.20% | 19,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $192.90万 | 0.20% | 9,781 | 9,781 | — | $192.90万 | 新建仓 |
| GLD | SPDR GOLD TR | $191.78万 | 0.20% | 4,457 | -13 | -0.3% | -$5,594 | 减仓 |
| GE | GE AEROSPACE | $190.65万 | 0.20% | 6,719 | 97 | 1.5% | $2.75万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $189.03万 | 0.20% | 5,897 | -58 | -1.0% | -$1.86万 | 减仓 |
| CAT | CATERPILLAR INC | $178.89万 | 0.18% | 2,525 | -138 | -5.2% | -$9.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.46万 | 0.18% | 7,280 | 44 | 0.6% | $1.07万 | 加仓 |
| KKR | KKR & CO INC | $176.12万 | 0.18% | 19,040 | 18,203 | 2,174.8% | $168.38万 | 加仓 |
| INTC | INTEL CORP | $175.69万 | 0.18% | 39,811 | -47,607 | -54.5% | -$210.09万 | 减仓 |
| ORCL | ORACLE CORP | $172.56万 | 0.18% | 11,730 | 942 | 8.7% | $13.86万 | 加仓 |
| NDSN | NORDSON CORP | $165.97万 | 0.17% | 6,238 | -19 | -0.3% | -$5,055 | 减仓 |
| PEP | PEPSICO INC | $165.05万 | 0.17% | 10,628 | -488 | -4.4% | -$7.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $164.85万 | 0.17% | 9,971 | 2,081 | 26.4% | $34.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $164.50万 | 0.17% | 1,838 | -134 | -6.8% | -$11.99万 | 减仓 |
| KO | COCA COLA CO | $164.40万 | 0.17% | 21,618 | 127 | 0.6% | $9,658 | 加仓 |
| MA | MASTERCARD INCORPORATED | $162.96万 | 0.17% | 3,262 | -249 | -7.1% | -$12.44万 | 减仓 |
| GEV | GE VERNOVA INC | $161.84万 | 0.17% | 1,854 | 25 | 1.4% | $2.18万 | 加仓 |
| MRK | MERCK & CO INC | $158.23万 | 0.16% | 13,154 | -200 | -1.5% | -$2.41万 | 减仓 |
| QCOM | QUALCOMM INC | $156.37万 | 0.16% | 12,143 | -29 | -0.2% | -$3,734 | 减仓 |
| RTX | RTX CORPORATION | $155.44万 | 0.16% | 8,058 | 63 | 0.8% | $1.22万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $152.48万 | 0.16% | 54,749 | -15,575 | -22.1% | -$43.38万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $152.43万 | 0.16% | 35,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $147.25万 | 0.15% | 6,799 | 575 | 9.2% | $12.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $145.16万 | 0.15% | 56,616 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $142.98万 | 0.15% | 2,884 | 706 | 32.4% | $35.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $142.22万 | 0.15% | 17,865 | -478 | -2.6% | -$3.81万 | 减仓 |
| COP | CONOCOPHILLIPS | $136.86万 | 0.14% | 10,368 | -633 | -5.8% | -$8.36万 | 减仓 |
| ETN | EATON CORP PLC | $130.64万 | 0.13% | 3,653 | 166 | 4.8% | $5.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $130.18万 | 0.13% | 4,058 | 2,075 | 104.6% | $66.57万 | 加仓 |
| VLO | VALERO ENERGY CORP | $124.82万 | 0.13% | 5,052 | 55 | 1.1% | $1.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $123.62万 | 0.13% | 3,659 | 368 | 11.2% | $12.43万 | 加仓 |
| GRC | GORMAN RUPP CO | $121.39万 | 0.13% | 19,538 | -2,100 | -9.7% | -$13.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $120.96万 | 0.12% | 2,624 | 3 | 0.1% | $1,383 | 加仓 |
| DWM | WISDOMTREE TR | $120.77万 | 0.12% | 17,279 | -2,033 | -10.5% | -$14.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $120.12万 | 0.12% | 6,188 | 959 | 18.3% | $18.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $120.08万 | 0.12% | 5,804 | -205 | -3.4% | -$4.24万 | 减仓 |
| SNDK | SANDISK CORP | $119.06万 | 0.12% | 1,874 | -244 | -11.5% | -$15.50万 | 减仓 |
| T | AT&T INC | $117.16万 | 0.12% | 40,415 | -5,583 | -12.1% | -$16.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $116.92万 | 0.12% | 11,388 | -357 | -3.0% | -$3.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $116.54万 | 0.12% | 1,378 | -157 | -10.2% | -$13.28万 | 减仓 |
| SAP | SAP SE | $115.10万 | 0.12% | 6,723 | 694 | 11.5% | $11.88万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $115.08万 | 0.12% | 4,253 | 85 | 2.0% | $2.30万 | 加仓 |
| BLK | BLACKROCK INC | $113.00万 | 0.12% | 1,175 | 34 | 3.0% | $3.27万 | 加仓 |