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$89.2亿
US$89.2亿
967 檔
15.5%
在 Q2 2026 的 13F 官方备案中，Pinnacle Associates LTD 管理的美股投资组合规模来到 US$89.2亿，整体持股档数为 967 档。
Pinnacle Associates LTD 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 85 档持股的同时，亦同步清仓 2 档并减仓 107 档标的。
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, MU 等）合计占整体申报市值的 15.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$1319.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$2695.8万
仅显示前 200 大持股（共 967 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 | 4.59% | +0.32% | +0.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.83% | +0.66% | -0.89% | |
| 3 | MU | Micron Technology Inc | 股票-科技 | 2.74% | -0.44% | -17.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | +0.33% | -0.43% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.86% | -0.11% | +0.37% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.78% | +1.53% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.59% | +0.05% | +0.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +0.05% | +0.54% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.53% | -0.03% | +0.87% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | +0.05% | +2.69% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.01% | +0.07% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.42% | +0.12% | +1.80% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | +0.01% | -1.75% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.31% | -0.01% | -0.61% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.28% | -0.34% | -0.91% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | +0.57% | +25.42% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.21% | -0.28% | -11.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.16% | +0.07% | -0.32% | |
| 19 | COHR | Coherent CORP | 股票-科技 | 1.08% | -0.33% | -14.11% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.04% | +0.02% | +1.08% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.02% | -0.08% | -0.46% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.99% | +0.02% | +2.24% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.96% | +0.01% | +1.04% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | -0.06% | -0.28% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | +0.01% | +0.17% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.73% | -0.31% | -2.29% | |
| 27 | GLW | Corning Inc | 股票-科技 | 0.72% | -0.28% | -4.23% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.68% | +0.10% | +0.21% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.05% | +0.48% | |
| 30 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.62% | -0.32% | -9.45% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.60% | -0.11% | +2.55% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.60% | -0.05% | -0.07% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.60% | -0.06% | +1.45% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.04% | +695.00% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.01% | +2.21% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | +0.01% | +0.29% | |
| 37 | BE | Bloom Energy Corp- A | 股票-工业 | 0.58% | -0.06% | -16.26% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.55% | +0.14% | -1.53% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.02% | -0.87% | |
| 40 | LASR | Nlight Inc | 股票-其他 | 0.54% | -0.21% | -4.78% | |
| 41 | VICR | Vicor CORP | 股票-科技 | 0.54% | -0.09% | -16.34% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | +0.04% | +3.91% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.53% | -0.05% | -1.22% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | +0.03% | +0.10% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.04% | -0.34% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | -0.08% | +8.87% | |
| 47 | GLNG | Golar LNG Limited | 股票-能源 | 0.49% | — | -4.43% | |
| 48 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.48% | +0.11% | -30.98% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.47% | — | -0.92% | |
| 50 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 0.47% | -0.26% | -7.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.6% | -17.05% | 减仓 |
| 2 | LRCX | Lam Research CORP | +0.4% | -11.07% | 减仓 |
| 3 | AMAT | Applied Materials Inc | +0.3% | -2.29% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.3% | -0.91% | 减仓 |
| 5 | UCTT | Ultra Clean Holdings Inc | +0.3% | -9.45% | 减仓 |
| 6 | GLW | Corning Inc | +0.3% | -4.23% | 减仓 |
| 7 | ICHR | Ichor Holdings, Ltd. | +0.2% | -7.08% | 减仓 |
| 8 | BE | Bloom Energy Corp- A | +0.2% | -16.26% | 减仓 |
| 9 | VICR | Vicor CORP | +0.2% | -16.34% | 减仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -0.28% | 减仓 |
| 11 | COHR | Coherent CORP | +0.2% | -14.11% | 减仓 |
| 12 | AMD | Advanced Micro Devices | +0.2% | -5.14% | 减仓 |
| 13 | KLAC | Kla CORP | +0.1% | +859.46% | 加仓 |
| 14 | ✓ | +0.1% | NEW | 新建仓 | |
| 15 | ✓ | +0.1% | NEW | 新建仓 | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.94% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | -0.42% | 减仓 |
| 18 | TENB | Tenable Holdings Inc | +0.1% | +19.96% | 加仓 |
| 19 | AMBA | Ambarella, Inc. | +0.1% | -4.97% | 减仓 |
| 20 | NBIS | Nebius Group N.V. | +0.1% | -23.34% | 减仓 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +13.09% | 加仓 |
| 22 | INFQ | Infleqtion Inc | +0.1% | +286.16% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +0.17% | 加仓 |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | +695.00% | 加仓 |
| 25 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +60.00% | 加仓 |
| 26 | VSH | Vishay Intertechnology Inc | +0.1% | -4.90% | 减仓 |
| 27 | AVGO | Broadcom Inc | +0.1% | +0.37% | 加仓 |
| 28 | MS | Morgan Stanley | +0.1% | -0.46% | 减仓 |
| 29 | PRKS | United Parks & Resorts Inc | +0.1% | +9.73% | 加仓 |
| 30 | FORM | Formfactor Inc | +0.1% | -6.89% | 减仓 |
| 31 | SNOW | Snowflake Inc | +0.1% | +0.51% | 加仓 |
| 32 | CVLT | Commvault Systems Inc | +0.1% | -3.76% | 减仓 |
| 33 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +1.25% | 加仓 |
| 34 | LIND | Lindblad Expeditions Holding | +0.1% | -4.79% | 减仓 |
| 35 | MRVL | Marvell Technology Inc | +0.1% | -48.01% | 减仓 |
| 36 | INTC | Intel CORP | +0.1% | -5.59% | 减仓 |
| 37 | ✓ | +0.1% | NEW | 新建仓 | |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.75% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +25.42% | 加仓 |
| 41 | CGNX | Cognex CORP | +0.1% | -7.31% | 减仓 |
| 42 | DY | Dycom Industries Inc | +0.1% | -3.29% | 减仓 |
| 43 | DELL | Dell Technologies -c | +0.1% | -2.03% | 减仓 |
| 44 | ARM | Arm Holdings Plc-adr | +0.1% | -15.25% | 减仓 |
| 45 | AIOT | Powerfleet Inc | +0.1% | +27.28% | 加仓 |
| 46 | EOLS | Evolus Inc | +0.1% | +28.33% | 加仓 |
| 47 | MANU | Manchester United plc | 0% | -0.34% | 减仓 |
| 48 | IRDM | Iridium Communications Inc | 0% | -29.86% | 减仓 |
| 49 | SPHR | Sphere Entertainment Co | 0% | -2.36% | 减仓 |
| 50 | CYTK | Cytokinetics Inc | 0% | +14.33% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Associates LTD 在 Q2 2026 季度的美股持仓总市值约为 US$89.2亿，共申报了 967 个公开持股仓位。
在 Q2 2026 季度，Pinnacle Associates LTD 按市值排列的前三大核心持股分别为：JNJ (4.6%)、AAPL (3.8%)、MU (2.7%)。其中最大持股仓位 JNJ 占据整体投资组合约 4.6% 的权重。
在 Q2 2026 季度中，Pinnacle Associates LTD 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 85 个仓位、减仓 107 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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。
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。