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
39 檔
28.1%
在 Q2 2025 申报期间，Pinnacle Wealth Management, LLC（CIK: 0001911464）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.6亿，共持有 39 个公开申报仓位。
Pinnacle Wealth Management, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 22 档持股的同时，亦同步清仓 19 档并减仓 2 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 28.1%，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 | 12.92% | -0.84% | -3.74% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 10.62% | -0.87% | +24.30% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.25% | -0.43% | -30.90% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.71% | -0.08% | +2.64% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.42% | -0.47% | +2.56% | |
| 6 | AXON | Axon Enterprise Inc | 股票-工业 | 3.48% | +1.50% | NEW | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.83% | -0.14% | +0.44% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 2.67% | +0.29% | +29.72% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.53% | +0.06% | — | |
| 10 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-其他 | 2.46% | — | — | |
| 11 | APP | Applovin Corp-class A | 股票-科技 | 2.44% | -1.12% | EXIT | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.23% | +46.71% | |
| 13 | AXP | American Express Co | 股票-金融 | 2.37% | — | +608.37% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -1.16% | EXIT | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.33% | — | +547.46% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.32% | — | +1.43% | |
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 2.26% | — | +441.56% | |
| 18 | MSTR | Strategy Inc | 股票-科技 | 2.25% | — | +853.22% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.15% | — | — | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 2.10% | -0.09% | +18.21% | |
| 21 | RKLB | Rocket Lab CORP | 股票-工业 | 2.10% | -0.12% | — | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.02% | +0.18% | +3.64% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 2.01% | +0.02% | +67.92% | |
| 24 | PGR | Progressive CORP | 股票-金融 | 1.95% | — | — | |
| 25 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 1.86% | — | +198.74% | |
| 26 | CVNA | Carvana Co | 股票-周期性消费 | 1.80% | — | +74.17% | |
| 27 | TWLO | Twilio Inc - A | 股票-科技 | 1.70% | — | +172.49% | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.68% | — | +90.94% | |
| 29 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.59% | — | — | |
| 30 | SMLR | Semler Scientific Inc | 股票-其他 | 1.50% | — | — | |
| 31 | ESE | Esco Technologies Inc | 股票-科技 | 1.49% | — | +73.28% | |
| 32 | LRN | Stride Inc | 股票-非周期性消费 | 1.33% | — | +115.47% | |
| 33 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.33% | — | +772.77% | |
| 34 | OKTA | Okta Inc | 股票-科技 | 1.10% | — | +64.66% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.55% | — | +9.27% | |
| 36 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 0.49% | — | -4.65% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.20% | +0.06% | — | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.20% | -0.07% | -10.01% | |
| 39 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.19% | — | -86.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.5% | NEW | 新建仓 |
| 2 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | +2.5% | NEW | 新建仓 |
| 3 | ABT | Abbott Laboratories | +2.2% | NEW | 新建仓 |
| 4 | RKLB | Rocket Lab CORP | +2.1% | NEW | 新建仓 |
| 5 | MSTR | Strategy Inc | +2% | +853.22% | 加仓 |
| 6 | AXP | American Express Co | +2% | +608.37% | 加仓 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +2% | +547.46% | 加仓 |
| 8 | PGR | Progressive CORP | +2% | NEW | 新建仓 |
| 9 | JPM | Jpmorgan Chase & Co | +1.9% | +499.45% | 加仓 |
| 10 | NFLX | Netflix Inc | +1.9% | +441.56% | 加仓 |
| 11 | HOOD | Robinhood Markets Inc - A | +1.6% | NEW | 新建仓 |
| 12 | SMLR | Semler Scientific Inc | +1.5% | NEW | 新建仓 |
| 13 | HIMS | Hims & Hers Health Inc | +1.4% | +198.74% | 加仓 |
| 14 | TWLO | Twilio Inc - A | +1% | +172.49% | 加仓 |
| 15 | CVNA | Carvana Co | +0.9% | +74.17% | 加仓 |
| 16 | APP | Applovin Corp-class A | +0.9% | +59.83% | 加仓 |
| 17 | SPOT | Spotify Technology S.A. | +0.8% | +90.94% | 加仓 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.8% | +2.56% | 加仓 |
| 19 | AXON | Axon Enterprise Inc | +0.8% | +9.68% | 加仓 |
| 20 | MSFT | Microsoft CORP | +0.7% | +46.71% | 加仓 |
| 21 | IBKR | Interactive Brokers Gro-cl A | +0.7% | +772.77% | 加仓 |
| 22 | LRN | Stride Inc | +0.6% | +115.47% | 加仓 |
| 23 | ANET | Arista Networks Inc | +0.6% | +29.72% | 加仓 |
| 24 | ESE | Esco Technologies Inc | +0.5% | +73.28% | 加仓 |
| 25 | NVDA | Nvidia CORP | +0.5% | +2.64% | 加仓 |
| 26 | AAPL | Apple Inc | +0.3% | +67.92% | 加仓 |
| 27 | TSLA | Tesla Inc | +0.2% | +18.21% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +0.44% | 加仓 |
| 29 | DOCS | Doximity Inc-class A | -0.7% | EXIT | 清仓 |
| 30 | AVPT | Avepoint Inc | -0.7% | EXIT | 清仓 |
| 31 | AWI | Armstrong World Industries | -0.7% | EXIT | 清仓 |
| 32 | OSIS | Osi Systems Inc | -0.7% | EXIT | 清仓 |
| 33 | CR | Crane Co | -0.7% | EXIT | 清仓 |
| 34 | WSM | Williams-sonoma Inc | -0.7% | EXIT | 清仓 |
| 35 | ENVA | Enova International Inc | -0.8% | EXIT | 清仓 |
| 36 | OSPN | Onespan Inc | -0.8% | EXIT | 清仓 |
| 37 | GMED | Globus Medical Inc - A | -0.8% | EXIT | 清仓 |
| 38 | ATLC | Atlanticus Holdings CORP | -0.8% | EXIT | 清仓 |
| 39 | FLS | Flowserve CORP | -0.8% | EXIT | 清仓 |
| 40 | CVLT | Commvault Systems Inc | -0.8% | EXIT | 清仓 |
| 41 | TBBK | Bancorp Inc/the | -0.8% | EXIT | 清仓 |
| 42 | GCMG | Gcm Grosvenor Inc - Class A | -0.8% | EXIT | 清仓 |
| 43 | SGI | Somnigroup International Inc | -0.8% | EXIT | 清仓 |
| 44 | SNEX | Stonex Group Inc | -0.9% | EXIT | 清仓 |
| 45 | HCKT | Hackett Group Inc/the | -0.9% | EXIT | 清仓 |
| 46 | SFM | Sprouts Farmers Market Inc | -0.9% | EXIT | 清仓 |
| 47 | JBND | Jpmorgan Active Bond ETF | -0.9% | +24.30% | 加仓 |
| 48 | SKWD | Skyward Specialty Insurance | -0.9% | EXIT | 清仓 |
| 49 | CDNS | Cadence Design Sys Inc | -1.4% | -86.84% | 减仓 |
| 50 | JEPI | Jpmorgan Equity Premium Inco | -5% | -30.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 39 个公开持股仓位。
在 Q2 2025 季度，Pinnacle Wealth Management, LLC 按市值排列的前三大核心持股分别为：PYLD (12.9%)、JBND (10.6%)、JEPI (5.3%)。其中最大持股仓位 PYLD 占据整体投资组合约 12.9% 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
SPYG
市值: US$302.0万
本季最大获利了结 / 清仓标的
SKWD
前期市值: US$82.0万
在 Q2 2025 季度中，Pinnacle Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 22 个仓位、减仓 2 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 SPYG。 本季清仓仓位包含 SKWD。
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。