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: 0001975730
申报总市值
US$1.4亿
US$1.4亿
113 檔
22.0%
在 Q3 2024 的 13F 官方备案中，Pinnacle West Asset Management, Inc. 管理的美股投资组合规模来到 US$1.4亿，整体持股档数为 113 档。
在 Q3 2024，Pinnacle West Asset Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 64 个既有持股进行加仓（合计增持 73 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 West Asset Management, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, UNH 等）合计占整体申报市值的 22.0%，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 | MSFT | Microsoft CORP | 股票-科技 | 7.56% | -3.11% | -0.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | -2.35% | -1.43% | |
| 3 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.99% | +0.74% | +0.78% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.89% | -0.82% | -0.11% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.81% | +0.51% | -5.72% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.60% | +0.40% | +0.57% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.58% | +0.18% | +0.85% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.44% | — | -3.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | +0.36% | -0.80% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 2.24% | +0.06% | +0.57% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.85% | -0.21% | +2.32% | |
| 12 | WMB | Williams Cos Inc | 股票-能源 | 1.78% | +0.09% | +0.32% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.76% | +0.07% | +0.17% | |
| 14 | BLKCHF | Blackrock Inc | 股票-其他 | 1.73% | +0.02% | +1.60% | |
| 15 | BX | Blackstone Inc | 股票-金融 | 1.65% | +0.04% | -0.66% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.42% | +1.42% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | +0.64% | -4.86% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.39% | +2.27% | |
| 19 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.52% | -0.07% | +0.52% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.44% | -0.16% | +1.31% | |
| 21 | OKE | Oneok Inc | 股票-能源 | 1.42% | -0.03% | +0.69% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.37% | +1.13% | +1.03% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.35% | -0.01% | -0.90% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.35% | +0.15% | +0.93% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.34% | +0.47% | -0.26% | |
| 26 | ✓ | 股票-其他 | 1.27% | — | — | ||
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 1.25% | -0.02% | +0.50% | |
| 28 | DE | Deere & Co | 股票-工业 | 1.16% | +0.19% | +1.44% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 1.13% | +0.54% | -1.92% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.15% | — | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | +0.08% | — | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.04% | +0.68% | -0.73% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.17% | +0.40% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.00% | +0.02% | -0.95% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.05% | -0.35% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | +0.02% | — | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | +0.07% | — | |
| 38 | COP | Conocophillips | 股票-能源 | 0.76% | -0.19% | +0.50% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.10% | — | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.72% | +0.08% | +1.63% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.72% | — | +1.57% | |
| 42 | AFL | Aflac Inc | 股票-金融 | 0.70% | +0.04% | -4.39% | |
| 43 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.69% | +0.06% | +2.31% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.68% | -0.07% | +2.20% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.06% | +1.28% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.19% | -1.32% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | +0.20% | -0.47% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.62% | +0.06% | +12.57% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.61% | +0.04% | +0.62% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.61% | -0.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.2% | +0.85% | 加仓 |
| 2 | WMT | Walmart Inc | +0.2% | +2.32% | 加仓 |
| 3 | BLKCHF | Blackrock Inc | +0.2% | +1.60% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.2% | +0.78% | 加仓 |
| 5 | BX | Blackstone Inc | +0.2% | -0.66% | 减仓 |
| 6 | SYK | Stryker CORP | +0.2% | NEW | 新建仓 |
| 7 | SNN | Smith & Nephew PLC -spon Adr | +0.2% | NEW | 新建仓 |
| 8 | CLX | Clorox Company | +0.2% | NEW | 新建仓 |
| 9 | WEC | Wec Energy Group Inc | +0.2% | NEW | 新建仓 |
| 10 | D | Dominion Energy Inc | +0.2% | NEW | 新建仓 |
| 11 | SNY | Sanofi-adr | +0.2% | NEW | 新建仓 |
| 12 | MCD | Mcdonald's CORP | +0.2% | +1.31% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.2% | +0.40% | 加仓 |
| 14 | YUM | Yum! Brands Inc | +0.2% | NEW | 新建仓 |
| 15 | SRE | Sempra | +0.2% | NEW | 新建仓 |
| 16 | MMM | 3m Co | +0.1% | +7.93% | 加仓 |
| 17 | CHKP | Check Point Software Technologies Ltd. | +0.1% | NEW | 新建仓 |
| 18 | ORCL | Oracle CORP | +0.1% | -0.90% | 减仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | +1.03% | 加仓 |
| 20 | DRI | Darden Restaurants Inc | +0.1% | +42.50% | 加仓 |
| 21 | SBUX | Starbucks CORP | +0.1% | +3.34% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +1.13% | 加仓 |
| 23 | AFL | Aflac Inc | +0.1% | -4.39% | 减仓 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | — | 不变 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +2.26% | 加仓 |
| 26 | ADP | Automatic Data Processing | +0.1% | — | 不变 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +1.63% | 加仓 |
| 28 | OKE | Oneok Inc | +0.1% | +0.69% | 加仓 |
| 29 | DE | Deere & Co | +0.1% | +1.44% | 加仓 |
| 30 | NEE | Nextera Energy Inc | +0.1% | +0.88% | 加仓 |
| 31 | MDT | Medtronic plc | +0.1% | +3.56% | 加仓 |
| 32 | AAPL | Apple Inc | 0% | -1.43% | 减仓 |
| 33 | META | Meta Platforms Inc-class A | 0% | -3.02% | 减仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.17% | 加仓 |
| 35 | KMI | Kinder Morgan, Inc. | 0% | +0.52% | 加仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.35% | 减仓 |
| 37 | WY | Weyerhaeuser Co | 0% | +7.53% | 加仓 |
| 38 | RTX | Rtx CORP | 0% | — | 加仓 |
| 39 | KO | Coca-cola Co/the | 0% | +1.60% | 加仓 |
| 40 | MDLZ | Mondelez International Inc-a | 0% | +2.65% | 加仓 |
| 41 | AEP | American Electric Power | 0% | +0.51% | 加仓 |
| 42 | RY | Royal Bank Of Canada | 0% | — | 不变 |
| 43 | DEO | Diageo Plc-sponsored Adr | 0% | +8.69% | 加仓 |
| 44 | XIFR | Xplr Infrastructure LP | 0% | +27.67% | 加仓 |
| 45 | WAFD | Wafd Inc | 0% | — | 不变 |
| 46 | GIS | General Mills Inc | 0% | +2.20% | 加仓 |
| 47 | UNP | Union Pacific CORP | 0% | +0.93% | 加仓 |
| 48 | CSCO | Cisco Systems Inc | 0% | -0.73% | 减仓 |
| 49 | ABT | Abbott Laboratories | 0% | +1.28% | 加仓 |
| 50 | UPS | United Parcel Service-cl B | 0% | +12.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle West Asset Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.4亿，共申报了 113 个公开持股仓位。
在 Q3 2024 季度，Pinnacle West Asset Management, Inc. 按市值排列的前三大核心持股分别为：MSFT (7.6%)、AAPL (6.6%)、UNH (3.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.6% 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
SYK
市值: US$25.8万
本季最大获利了结 / 清仓标的
TD
前期市值: US$20.6万
在 Q3 2024 季度中，Pinnacle West Asset Management, Inc. 共进行了 93 项持仓异动，包含新建仓 9 个仓位、加仓 64 个仓位、减仓 19 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SYK。 本季清仓仓位包含 TD。
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。