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: 0001631864
申报总市值
US$16.8亿
US$16.8亿
528 檔
15.6%
Pinnacle Wealth Management Advisory Group, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$16.8亿，分散于 528 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Pinnacle Wealth Management Advisory Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 40 个既有持股进行加仓（合计增持 44 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pinnacle Wealth Management Advisory Group, LLC 的前 5 大核心持股（包含 AAPL, VTI, QUAL 等）合计占整体申报市值的 15.6%，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 528 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 | AAPL | Apple Inc | 股票-科技 | 4.29% | +0.04% | +0.30% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.98% | +0.08% | -1.40% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.85% | +0.06% | +0.09% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.01% | -0.17% | +1.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.12% | +2.21% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.81% | +0.12% | +1.83% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.74% | +0.36% | +0.15% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.51% | +0.05% | +4.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.43% | — | -3.25% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.40% | — | +0.42% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +0.11% | +6.28% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.89% | -0.07% | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | +0.24% | +1.24% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.50% | -0.16% | -2.42% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.47% | -0.02% | +0.17% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | +0.11% | +1.06% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | -0.03% | +0.26% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.08% | +0.04% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.29% | +0.10% | +6.80% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.12% | +1.19% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.22% | +0.01% | +5.86% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | -0.04% | +11.53% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.13% | -0.11% | -2.31% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.12% | -0.03% | -1.74% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.04% | — | +0.18% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | +0.03% | -0.63% | |
| 27 | DFAI | Dimensional International Co | ETF-其他 | 1.03% | -0.07% | — | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 1.00% | -0.22% | +4.90% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.01% | -1.45% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.86% | -0.07% | +6.67% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.74% | -0.04% | — | |
| 32 | ✓ | 股票-其他 | 0.69% | — | +2.98% | ||
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.05% | +1.71% | |
| 34 | ✓ | 股票-其他 | 0.67% | — | +4.02% | ||
| 35 | AXP | American Express Co | 股票-金融 | 0.64% | — | -0.94% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.62% | +0.01% | +6.18% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.07% | +1.04% | |
| 38 | ✓ | 股票-其他 | 0.61% | — | +7.15% | ||
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.06% | -0.65% | |
| 40 | ✓ | 股票-其他 | 0.54% | — | -0.38% | ||
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | +0.03% | +7.59% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.51% | -0.05% | +0.36% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.50% | -0.04% | +3.17% | |
| 44 | ✓ | 股票-其他 | 0.50% | — | +2.56% | ||
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | -0.03% | -0.14% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.50% | -0.01% | -0.76% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.49% | — | — | |
| 48 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.46% | +0.03% | +8.77% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.45% | -0.01% | +0.28% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.15% | +4.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.24% | 加仓 |
| 2 | ✓ | +0.1% | +52.99% | 加仓 | |
| 3 | PEP | Pepsico Inc | +0.1% | +54.67% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | +7.59% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.1% | +15.05% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.1% | +46.68% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +12.86% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.1% | +6.30% | 加仓 |
| 9 | EXPE | Expedia Group Inc | +0.1% | +44.96% | 加仓 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +90.82% | 加仓 |
| 11 | REGN | Regeneron Pharmaceuticals | +0.1% | +46.50% | 加仓 |
| 12 | TCMD | Tactile Systems Technology I | +0.1% | +133.10% | 加仓 |
| 13 | AMZN | Amazon.com Inc | 0% | +6.80% | 加仓 |
| 14 | JNJ | Johnson & Johnson | 0% | +1.19% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | 0% | +4.46% | 加仓 |
| 16 | CAT | Caterpillar Inc | 0% | +3.35% | 加仓 |
| 17 | CB | Chubb Limited | 0% | +120.86% | 加仓 |
| 18 | PNC | Pnc Financial Services Group | 0% | +31.11% | 加仓 |
| 19 | COF | Capital One Financial CORP | 0% | +88.64% | 加仓 |
| 20 | TJX | Tjx Companies Inc | 0% | +61.33% | 加仓 |
| 21 | ACN | Accenture plc | 0% | +50.98% | 加仓 |
| 22 | WMT | Walmart Inc | 0% | +4.90% | 加仓 |
| 23 | BND | Vanguard Total Bond Market | 0% | +11.53% | 加仓 |
| 24 | AMGN | Amgen Inc | 0% | +2.91% | 加仓 |
| 25 | MS | Morgan Stanley | 0% | +1.04% | 加仓 |
| 26 | AXP | American Express Co | — | -0.94% | 减仓 |
| 27 | ✓ | — | -0.38% | 减仓 | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +5.86% | 加仓 |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +6.67% | 加仓 |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | +4.00% | 加仓 |
| 31 | AVGO | Broadcom Inc | 0% | +1.06% | 加仓 |
| 32 | DFAI | Dimensional International Co | 0% | — | 不变 |
| 33 | NVDA | Nvidia CORP | -0.1% | +6.28% | 加仓 |
| 34 | AAPL | Apple Inc | -0.1% | +0.30% | 加仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +911.32% | 加仓 |
| 36 | ORCL | Oracle CORP | -0.1% | +11.82% | 加仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.73% | 减仓 |
| 38 | HD | Home Depot Inc | -0.1% | -0.56% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +1.71% | 加仓 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.42% | 加仓 |
| 41 | VB | Vanguard Small-cap ETF | -0.2% | +1.83% | 加仓 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +0.15% | 加仓 |
| 43 | VYM | Vanguard High Dvd Yield ETF | -0.2% | +1.18% | 加仓 |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.3% | +0.09% | 加仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | +2.21% | 加仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | GLRE | Greenlight Capital Re, Ltd. | — | NEW | 新建仓 |
| 48 | GIS | General Mills Inc | — | EXIT | 清仓 |
| 49 | PCG | P G & E CORP | — | NEW | 新建仓 |
| 50 | DHR | Danaher CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Wealth Management Advisory Group, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$16.8亿，共申报了 528 个公开持股仓位。
在 Q4 2025 季度，Pinnacle Wealth Management Advisory Group, LLC 按市值排列的前三大核心持股分别为：AAPL (4.3%)、VTI (4.0%)、QUAL (3.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.3% 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
市值: US$468.5万
本季最大获利了结 / 清仓标的
GIS
前期市值: US$146.7万
在 Q4 2025 季度中，Pinnacle Wealth Management Advisory Group, LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 40 个仓位、减仓 4 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 GIS。
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。