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: 0001911464
申报总市值
US$1.6亿
US$1.6亿
62 檔
26.2%
Pinnacle Wealth Management, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$1.6亿，分散于 62 个持仓标的之中，反映其市场参与广度与投资规模。
Pinnacle Wealth Management, LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 2 档持股的同时，亦同步清仓 14 档并减仓 14 档标的。
在资产配置集中度方面，Pinnacle Wealth Management, LLC 的前 5 大核心持股（包含 PYLD, JBND, JEPI 等）合计占整体申报市值的 26.2%，反映机构在主要关键仓位上的权重分布。
| # | 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 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 17.95% | -0.84% | +4192.33% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 11.49% | -0.87% | — | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 10.28% | -0.43% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.24% | -0.08% | +0.29% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.60% | -0.47% | -43.82% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.97% | -0.14% | -17.14% | |
| 7 | AXON | Axon Enterprise Inc | 股票-工业 | 2.72% | +1.50% | NEW | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.67% | — | -28.51% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.32% | +0.18% | -25.94% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.10% | +0.29% | -23.80% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.95% | -0.09% | -27.72% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.75% | +0.02% | -34.58% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.23% | -26.52% | |
| 14 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.62% | — | -10.46% | |
| 15 | APP | Applovin Corp-class A | 股票-科技 | 1.55% | -1.12% | EXIT | |
| 16 | ESE | Esco Technologies Inc | 股票-科技 | 0.96% | — | — | |
| 17 | OKTA | Okta Inc | 股票-科技 | 0.95% | — | — | |
| 18 | SKWD | Skyward Specialty Insurance | 股票-其他 | 0.92% | — | — | |
| 19 | CVNA | Carvana Co | 股票-周期性消费 | 0.86% | — | — | |
| 20 | SNEX | Stonex Group Inc | 股票-金融 | 0.85% | — | — | |
| 21 | HCKT | Hackett Group Inc/the | 股票-其他 | 0.85% | — | — | |
| 22 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.85% | — | — | |
| 23 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.85% | — | — | |
| 24 | SGI | Somnigroup International Inc | 股票-周期性消费 | 0.83% | — | — | |
| 25 | TBBK | Bancorp Inc/the | 股票-其他 | 0.81% | — | — | |
| 26 | GCMG | Gcm Grosvenor Inc - Class A | 股票-其他 | 0.81% | — | — | |
| 27 | CVLT | Commvault Systems Inc | 股票-科技 | 0.77% | — | — | |
| 28 | ATLC | Atlanticus Holdings CORP | 股票-其他 | 0.76% | — | — | |
| 29 | FLS | Flowserve CORP | 股票-工业 | 0.76% | — | — | |
| 30 | ENVA | Enova International Inc | 股票-金融 | 0.75% | — | — | |
| 31 | OSPN | Onespan Inc | 股票-其他 | 0.75% | — | — | |
| 32 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 0.75% | — | — | |
| 33 | CR | Crane Co | 股票-工业 | 0.74% | — | — | |
| 34 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.74% | — | — | |
| 35 | LRN | Stride Inc | 股票-非周期性消费 | 0.73% | — | — | |
| 36 | OSIS | Osi Systems Inc | 股票-科技 | 0.72% | — | — | |
| 37 | AWI | Armstrong World Industries | 股票-工业 | 0.70% | — | — | |
| 38 | AVPT | Avepoint Inc | 股票-其他 | 0.69% | — | — | |
| 39 | TWLO | Twilio Inc - A | 股票-科技 | 0.66% | — | — | |
| 40 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.65% | — | — | |
| 41 | WING | Wingstop Inc | 股票-周期性消费 | 0.65% | — | — | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.65% | — | — | |
| 43 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.63% | — | — | |
| 44 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 0.63% | — | +2.73% | |
| 45 | SN | SharkNinja, Inc. | 股票-周期性消费 | 0.61% | — | — | |
| 46 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.61% | — | — | |
| 47 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 0.61% | — | — | |
| 48 | QNST | Quinstreet Inc | 股票-其他 | 0.60% | — | — | |
| 49 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.60% | — | — | |
| 50 | FTDR | Frontdoor Inc | 股票-周期性消费 | 0.59% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +17.5% | +4192.33% | 加仓 |
| 2 | JBND | Jpmorgan Active Bond ETF | +11.5% | NEW | 新建仓 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +10.3% | NEW | 新建仓 |
| 4 | ESE | Esco Technologies Inc | +1% | NEW | 新建仓 |
| 5 | OKTA | Okta Inc | +1% | NEW | 新建仓 |
| 6 | SKWD | Skyward Specialty Insurance | +0.9% | NEW | 新建仓 |
| 7 | CVNA | Carvana Co | +0.9% | NEW | 新建仓 |
| 8 | SNEX | Stonex Group Inc | +0.9% | NEW | 新建仓 |
| 9 | HCKT | Hackett Group Inc/the | +0.9% | NEW | 新建仓 |
| 10 | SFM | Sprouts Farmers Market Inc | +0.9% | NEW | 新建仓 |
| 11 | SPOT | Spotify Technology S.A. | +0.9% | NEW | 新建仓 |
| 12 | SGI | Somnigroup International Inc | +0.8% | NEW | 新建仓 |
| 13 | TBBK | Bancorp Inc/the | +0.8% | NEW | 新建仓 |
| 14 | GCMG | Gcm Grosvenor Inc - Class A | +0.8% | NEW | 新建仓 |
| 15 | CVLT | Commvault Systems Inc | +0.8% | NEW | 新建仓 |
| 16 | ATLC | Atlanticus Holdings CORP | +0.8% | NEW | 新建仓 |
| 17 | FLS | Flowserve CORP | +0.8% | NEW | 新建仓 |
| 18 | ENVA | Enova International Inc | +0.8% | NEW | 新建仓 |
| 19 | OSPN | Onespan Inc | +0.8% | NEW | 新建仓 |
| 20 | GMED | Globus Medical Inc - A | +0.8% | NEW | 新建仓 |
| 21 | CR | Crane Co | +0.7% | NEW | 新建仓 |
| 22 | AXON | Axon Enterprise Inc | -0.7% | -11.81% | 减仓 |
| 23 | MSFT | Microsoft CORP | -0.9% | -26.52% | 减仓 |
| 24 | NVDA | Nvidia CORP | -0.9% | +0.29% | 加仓 |
| 25 | SCHA | Schwab US Small-cap ETF | -0.9% | EXIT | 清仓 |
| 26 | AAPL | Apple Inc | -1.2% | -34.58% | 减仓 |
| 27 | APP | Applovin Corp-class A | -1.4% | -36.39% | 减仓 |
| 28 | GOOG | Alphabet Inc-cl C | -1.5% | -25.94% | 减仓 |
| 29 | LLY | Eli Lilly & Co | -1.5% | EXIT | 清仓 |
| 30 | COST | Costco Wholesale CORP | -1.6% | EXIT | 清仓 |
| 31 | AMZN | Amazon.com Inc | -1.6% | -28.51% | 减仓 |
| 32 | ANET | Arista Networks Inc | -1.8% | -23.80% | 减仓 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | -2% | -86.03% | 减仓 |
| 34 | XYZ | Block Inc | -2% | EXIT | 清仓 |
| 35 | NFLX | Netflix Inc | -2.1% | -84.86% | 减仓 |
| 36 | PLTR | Palantir Technologies Inc-a | -2.1% | -43.82% | 减仓 |
| 37 | MSTR | Strategy Inc | -2.1% | -90.21% | 减仓 |
| 38 | AMD | Advanced Micro Devices | -2.2% | EXIT | 清仓 |
| 39 | KLAC | Kla CORP | -2.2% | EXIT | 清仓 |
| 40 | TSLA | Tesla Inc | -2.2% | -27.72% | 减仓 |
| 41 | JPM | Jpmorgan Chase & Co | -2.2% | -83.69% | 减仓 |
| 42 | TDG | Transdigm Group Inc | -2.2% | EXIT | 清仓 |
| 43 | USLM | United States Lime & Mineral | -2.3% | EXIT | 清仓 |
| 44 | PWR | Quanta Services Inc | -2.3% | EXIT | 清仓 |
| 45 | AXP | American Express Co | -2.4% | -85.17% | 减仓 |
| 46 | KRE | Ss Spdr S&p Regional Bank | -2.4% | EXIT | 清仓 |
| 47 | SMLR | Semler Scientific Inc | -2.5% | EXIT | 清仓 |
| 48 | CAT | Caterpillar Inc | -2.6% | EXIT | 清仓 |
| 49 | ISRG | Intuitive Surgical Inc | -3.2% | EXIT | 清仓 |
| 50 | IWM | Ishares Russell 2000 ETF | -13.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 62 个公开持股仓位。
在 Q1 2025 季度，Pinnacle Wealth Management, LLC 按市值排列的前三大核心持股分别为：PYLD (17.9%)、JBND (11.5%)、JEPI (10.3%)。其中最大持股仓位 PYLD 占据整体投资组合约 17.9% 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
JBND
市值: US$1020.2万
本季最大获利了结 / 清仓标的
IWM
前期市值: US$1213.1万
在 Q1 2025 季度中，Pinnacle Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 20 个仓位、加仓 2 个仓位、减仓 14 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 JBND。 本季清仓仓位包含 IWM。
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。