13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000743127
申报总市值
US$91.6亿
US$91.6亿
955 檔
12.9%
Pinnacle Associates LTD 在 Q1 2026 季度的美股仓位总计估值为 US$91.6亿，分散于 955 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Pinnacle Associates LTD 展现出较为审慎的避险与获利了结姿态。本季共减仓 117 个仓位并完全清仓 7 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Pinnacle Associates LTD 的前 5 大核心持股（包含 JNJ, AAPL, NVDA 等）合计占整体申报市值的 12.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 955 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | 股票-医疗保健 | 5.19% | -0.60% | -0.44% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.99% | -0.16% | -0.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.06% | -7.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.27% | +0.51% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.07% | -1.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | -0.03% | -2.51% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.08% | -2.27% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | -0.01% | +1.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.52% | +0.01% | +3.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | +0.13% | +0.91% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.43% | -0.01% | +1.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | +0.05% | -1.39% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | +0.05% | -1.50% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.20% | -0.04% | +1.65% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | +0.05% | +5.56% | |
| 16 | MU | Micron Technology Inc | 股票-科技 | 1.14% | +1.60% | -22.60% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.06% | -0.02% | +0.54% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | -0.09% | +1.26% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.02% | -0.03% | +3.99% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.01% | +0.27% | -0.91% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.95% | +0.07% | -0.52% | |
| 22 | COHR | Coherent CORP | 股票-科技 | 0.89% | +0.19% | -13.74% | |
| 23 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.82% | -0.27% | -1.47% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.42% | -24.11% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.17% | -0.60% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.75% | -0.07% | +8.85% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | +0.08% | -0.45% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.20% | -0.75% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.03% | +0.59% | |
| 30 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.68% | -0.20% | -37.23% | |
| 31 | GLNG | Golar LNG Limited | 股票-能源 | 0.65% | -0.16% | -6.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.06% | -2.80% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | -0.04% | +0.31% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.62% | -0.02% | -0.98% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | -0.05% | +1.01% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | +0.01% | -0.29% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.10% | -0.08% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | — | -1.58% | |
| 39 | LASR | Nlight Inc | 股票-其他 | 0.55% | -0.01% | -14.53% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.54% | -0.01% | -6.69% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.16% | -0.30% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.52% | -0.07% | +5.32% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.52% | -0.01% | +10.53% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.19% | -1.02% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | +0.08% | -1.13% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.08% | -0.60% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.02% | -0.76% | |
| 48 | GLW | Corning Inc | 股票-科技 | 0.47% | +0.25% | -6.12% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | +0.03% | +5.67% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | -0.09% | +0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.8% | -0.44% | 减仓 |
| 2 | UCTT | Ultra Clean Holdings Inc | +0.2% | -4.43% | 减仓 |
| 3 | CAT | Caterpillar Inc | +0.2% | -0.91% | 减仓 |
| 4 | GLNG | Golar LNG Limited | +0.2% | -6.44% | 减仓 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -0.30% | 减仓 |
| 6 | GLW | Corning Inc | +0.2% | -6.12% | 减仓 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +8.85% | 加仓 |
| 8 | ICHR | Ichor Holdings, Ltd. | +0.1% | -8.61% | 减仓 |
| 9 | CVX | Chevron CORP | +0.1% | -1.02% | 减仓 |
| 10 | LASR | Nlight Inc | +0.1% | -14.53% | 减仓 |
| 11 | LITE | Lumentum Holdings Inc | +0.1% | -37.23% | 减仓 |
| 12 | BE | Bloom Energy Corp- A | +0.1% | -11.30% | 减仓 |
| 13 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +105.14% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.67% | 减仓 |
| 15 | VLO | Valero Energy CORP | +0.1% | -2.09% | 减仓 |
| 16 | COHR | Coherent CORP | +0.1% | -13.74% | 减仓 |
| 17 | AEIS | Advanced Energy Industries | +0.1% | -11.09% | 减仓 |
| 18 | GMOI | Gmo International Value ETF | +0.1% | +19.47% | 加仓 |
| 19 | WMT | Walmart Inc | +0.1% | -0.60% | 减仓 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.01% | 加仓 |
| 21 | FORM | Formfactor Inc | +0.1% | -20.94% | 减仓 |
| 22 | IRDM | Iridium Communications Inc | +0.1% | -7.20% | 减仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +0.08% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | -0.29% | 减仓 |
| 25 | FDX | Fedex CORP | +0.1% | -1.44% | 减仓 |
| 26 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.99% | 加仓 |
| 27 | CGNX | Cognex CORP | +0.1% | -7.48% | 减仓 |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | -1.02% | 减仓 |
| 29 | MSGS | Madison Square Garden Sports | +0.1% | -5.97% | 减仓 |
| 30 | QRVO | Qorvo Inc | +0.1% | +30.35% | 加仓 |
| 31 | CCJ | Cameco CORP | +0.1% | -3.68% | 减仓 |
| 32 | TDW | Tidewater Inc | +0.1% | -0.07% | 减仓 |
| 33 | STTK | Shattuck Labs Inc | +0.1% | +1.30% | 加仓 |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | +13.53% | 加仓 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +0.23% | 加仓 |
| 36 | HON | Honeywell International Inc | +0.1% | -0.47% | 减仓 |
| 37 | ITRI | Itron Inc | +0.1% | +20.92% | 加仓 |
| 38 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.26% | 加仓 |
| 39 | NEE | Nextera Energy Inc | +0.1% | +0.36% | 加仓 |
| 40 | IBEX | IBEX Limited | +0.1% | +454.18% | 加仓 |
| 41 | COP | Conocophillips | 0% | +1.67% | 加仓 |
| 42 | TENB | Tenable Holdings Inc | 0% | +160.90% | 加仓 |
| 43 | VB | Vanguard Small-cap ETF | 0% | +1.26% | 加仓 |
| 44 | NOW | Servicenow Inc | 0% | +203.88% | 加仓 |
| 45 | MINT | Pimco Enhanced Short Maturit | 0% | +120.11% | 加仓 |
| 46 | MPC | Marathon Petroleum CORP | 0% | +1.82% | 加仓 |
| 47 | PWR | Quanta Services Inc | 0% | -0.61% | 减仓 |
| 48 | GEV | GE Vernova Inc | 0% | +1.01% | 加仓 |
| 49 | EVR | Evercore Inc - A | 0% | +50.58% | 加仓 |
| 50 | VZ | Verizon Communications Inc | 0% | -2.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Associates LTD 在 Q1 2026 季度的美股持仓总市值约为 US$91.6亿，共申报了 955 个公开持股仓位。
在 Q1 2026 季度，Pinnacle Associates LTD 按市值排列的前三大核心持股分别为：JNJ (5.2%)、AAPL (4.0%)、NVDA (2.1%)。其中最大持股仓位 JNJ 占据整体投资组合约 5.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
COPY
市值: US$1669.1万
本季最大获利了结 / 清仓标的
TGNA
前期市值: US$720.2万
在 Q1 2026 季度中，Pinnacle Associates LTD 共进行了 200 项持仓异动，包含新建仓 9 个仓位、加仓 67 个仓位、减仓 117 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 COPY。 本季清仓仓位包含 TGNA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。