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: 0001726752
申报总市值
US$10.3亿
US$10.3亿
2749 檔
29.0%
Q2 2026 季度申报显示，Pinnacle Wealth Planning Services, Inc. 披露的美股组合总市值为 US$10.3亿，涵盖 2749 个不同之权益投资仓位。
Pinnacle Wealth Planning Services, Inc. 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 94 档持股的同时，亦同步清仓 7 档并减仓 83 档标的。
在资产配置集中度方面，Pinnacle Wealth Planning Services, Inc. 的前 5 大核心持股（包含 SPSM, FLTR, ET 等）合计占整体申报市值的 29.0%，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 2749 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 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 10.55% | -0.90% | +2.65% | |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 7.69% | -0.01% | -21.54% | |
| 3 | ET | Energy Transfer LP | 股票-能源 | 3.91% | -0.60% | -30.17% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.63% | +0.06% | +1.07% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.54% | -0.05% | +8.86% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.48% | +0.39% | -2.41% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | +0.34% | -6.42% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.15% | +0.11% | -2.30% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.43% | +0.09% | +3.45% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.41% | +0.11% | +1.28% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.30% | +0.03% | +1.92% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | +0.49% | -2.83% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | +0.09% | -3.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.01% | +2.92% | |
| 15 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.92% | -0.92% | EXIT | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.87% | -0.15% | +19.07% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.86% | — | +4.32% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | -0.07% | +1.74% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | -0.01% | +4.90% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | -0.05% | +8.18% | |
| 21 | EMLP | First Trust North American E | ETF-其他 | 0.82% | -0.02% | +1.56% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.02% | -0.69% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.06% | -4.17% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | +0.17% | -15.48% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | +0.11% | -0.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | -0.17% | +28.07% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | +317.26% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | +0.24% | +1.86% | |
| 29 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.56% | +0.01% | +6.73% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.54% | — | -1.26% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | -0.04% | -0.69% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.03% | -7.37% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.50% | -0.08% | -4.96% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.02% | +3.88% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.02% | +0.26% | |
| 36 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.47% | -0.11% | +123.95% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.47% | -0.03% | +0.11% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | -0.13% | +0.02% | |
| 39 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 0.44% | -0.01% | +4.30% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | -0.02% | -3.42% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.41% | +0.02% | +3.09% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | -0.15% | +21.62% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.39% | -0.02% | +1.02% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | +2.53% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.03% | +2.87% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.36% | -0.04% | +1.53% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.36% | +0.01% | +1.12% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | +0.01% | +6.82% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.33% | -0.01% | +0.16% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.31% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPSM | Ss Spdr P S&p 600 Small Cap | +1.2% | +2.65% | 加仓 |
| 2 | INTC | Intel CORP | +0.3% | -4.96% | 减仓 |
| 3 | AMD | Advanced Micro Devices | +0.3% | -7.37% | 减仓 |
| 4 | MU | Micron Technology Inc | +0.3% | +3.09% | 加仓 |
| 5 | FSK | Fs Kkr Capital CORP | +0.2% | NEW | 新建仓 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +0.02% | 加仓 |
| 7 | LULU | Lululemon Athletica Inc | +0.2% | +12688.61% | 加仓 |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -2.30% | 减仓 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +28.07% | 加仓 |
| 10 | NKE | Nike Inc -cl B | +0.2% | +123.95% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.92% | 加仓 |
| 12 | EEM | Ishares Msci Emerging Market | +0.2% | +1.92% | 加仓 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +19.07% | 加仓 |
| 14 | ✓ | +0.1% | NEW | 新建仓 | |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -3.42% | 减仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.11% | 加仓 |
| 17 | IWD | Ishares Russell 1000 Value E | +0.1% | +8.18% | 加仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +1.53% | 加仓 |
| 19 | LRCX | Lam Research CORP | +0.1% | +2.66% | 加仓 |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.28% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.90% | 加仓 |
| 22 | SNDK | Sandisk CORP | +0.1% | -49.15% | 减仓 |
| 23 | TXN | Texas Instruments Inc | +0.1% | +16.87% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +1.86% | 加仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +0.26% | 加仓 |
| 26 | KLAC | Kla CORP | +0.1% | +910.25% | 加仓 |
| 27 | STX | Seagate Technology Holdings plc | +0.1% | -10.11% | 减仓 |
| 28 | WDC | Western Digital CORP | +0.1% | -12.78% | 减仓 |
| 29 | LOW | Lowe's Cos Inc | +0.1% | +139.83% | 加仓 |
| 30 | AAPL | Apple Inc | +0.1% | -2.41% | 减仓 |
| 31 | IWF | Ishares Russell 1000 Growth | +0.1% | +317.26% | 加仓 |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | -8.25% | 减仓 |
| 33 | DELL | Dell Technologies -c | +0.1% | +51.32% | 加仓 |
| 34 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +4.32% | 加仓 |
| 35 | AVGO | Broadcom Inc | +0.1% | -4.17% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | +4.00% | 加仓 |
| 37 | TSLA | Tesla Inc | +0.1% | +1.74% | 加仓 |
| 38 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.69% | 减仓 |
| 39 | QCOM | Qualcomm Inc | +0.1% | -2.25% | 减仓 |
| 40 | ANET | Arista Networks Inc | +0.1% | +26.20% | 加仓 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不变 |
| 42 | GE | General Electric | 0% | -1.37% | 减仓 |
| 43 | ✓ | Carnival CORP LTD F | 0% | NEW | 新建仓 |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | -0.41% | 减仓 |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.82% | 加仓 |
| 46 | V | Visa Inc-class A Shares | 0% | +2.87% | 加仓 |
| 47 | DFUS | Dimensional US Eq Mkt ETF | 0% | +1.12% | 加仓 |
| 48 | GEV | GE Vernova Inc | 0% | -2.48% | 减仓 |
| 49 | CAT | Caterpillar Inc | 0% | -16.79% | 减仓 |
| 50 | UMC | United Microelectron-sp Adr | 0% | -12.23% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle Wealth Planning Services, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$10.3亿，共申报了 2749 个公开持股仓位。
在 Q2 2026 季度，Pinnacle Wealth Planning Services, Inc. 按市值排列的前三大核心持股分别为：SPSM (10.6%)、FLTR (7.7%)、ET (3.9%)。其中最大持股仓位 SPSM 占据整体投资组合约 10.6% 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
FSK
市值: US$246.7万
本季最大获利了结 / 清仓标的
DAUG
前期市值: US$152.4万
在 Q2 2026 季度中，Pinnacle Wealth Planning Services, Inc. 共进行了 190 项持仓异动，包含新建仓 6 个仓位、加仓 94 个仓位、减仓 83 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 FSK。 本季清仓仓位包含 DAUG。
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。