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
124 檔
21.0%
Q1 2026 季度申报显示，Pinnacle West Asset Management, Inc. 披露的美股组合总市值为 US$1.4亿，涵盖 124 个不同之权益投资仓位。
在 Q1 2026，Pinnacle West Asset Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 88 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
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 AAPL, MSFT, NVDA 等）合计占整体申报市值的 21.0%，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 | AAPL | Apple Inc | 股票-科技 | 6.34% | -2.35% | -2.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | -3.11% | -1.93% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.02% | +0.51% | -5.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.71% | +0.36% | -3.76% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.66% | -0.82% | -2.85% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 2.55% | -0.21% | -4.66% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.54% | +0.40% | -5.99% | |
| 8 | WMB | Williams Cos Inc | 股票-能源 | 2.49% | +0.09% | -5.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.47% | +0.64% | +0.24% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.32% | +0.07% | -4.81% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 2.24% | +1.13% | -3.33% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.18% | +0.47% | -5.01% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.18% | -0.42% | -6.09% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 2.15% | +0.06% | -5.87% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.06% | — | -2.80% | |
| 16 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.05% | -0.07% | -4.80% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.00% | -0.39% | -6.14% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.87% | +0.18% | -4.75% | |
| 19 | BLKCHF | Blackrock Inc | 股票-其他 | 1.61% | +0.02% | -4.77% | |
| 20 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.57% | +2.30% | -3.04% | |
| 21 | DE | Deere & Co | 股票-工业 | 1.43% | +0.19% | -4.12% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.42% | -0.02% | -5.98% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.37% | +0.74% | -1.59% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.36% | -1.36% | EXIT | |
| 25 | ✓ | 股票-其他 | 1.36% | — | — | ||
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.33% | -0.16% | -3.60% | |
| 27 | OKE | Oneok Inc | 股票-能源 | 1.30% | -0.03% | +0.24% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +0.68% | -7.29% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.23% | +0.15% | -1.65% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.01% | -1.41% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.15% | -3.56% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | +0.17% | -2.97% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.54% | -1.53% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.90% | +0.04% | -3.89% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.90% | -0.19% | -4.75% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.88% | +0.02% | -4.27% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | +0.05% | -3.51% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | +0.07% | -2.82% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | +0.19% | -17.13% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.74% | +1.59% | -11.67% | |
| 41 | NSC | Norfolk Southern CORP | 股票-工业 | 0.74% | +0.08% | -3.81% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.10% | -3.80% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | +0.08% | -3.61% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.63% | -0.17% | -2.29% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.63% | +0.06% | -0.54% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.62% | -0.07% | -1.68% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | +0.02% | -3.51% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.59% | -0.02% | +0.35% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.58% | +0.06% | +0.29% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.05% | -1.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -6.09% | 减仓 |
| 2 | CVX | Chevron CORP | +0.5% | -6.14% | 减仓 |
| 3 | STX | Seagate Technology Holdings plc | +0.5% | -3.04% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.5% | -3.33% | 减仓 |
| 5 | WMB | Williams Cos Inc | +0.4% | -5.18% | 减仓 |
| 6 | KMI | Kinder Morgan, Inc. | +0.4% | -4.80% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.4% | -4.81% | 减仓 |
| 8 | OKE | Oneok Inc | +0.3% | +0.24% | 加仓 |
| 9 | COP | Conocophillips | +0.3% | -4.75% | 减仓 |
| 10 | WMT | Walmart Inc | +0.3% | -4.66% | 减仓 |
| 11 | DE | Deere & Co | +0.3% | -4.12% | 减仓 |
| 12 | ✓ | +0.2% | — | 不变 | |
| 13 | EPD | Enterprise Products Partners | +0.2% | -5.98% | 减仓 |
| 14 | VZ | Verizon Communications Inc | +0.1% | -3.80% | 减仓 |
| 15 | TXN | Texas Instruments Inc | +0.1% | -1.53% | 减仓 |
| 16 | AMGN | Amgen Inc | +0.1% | -5.87% | 减仓 |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -4.48% | 减仓 |
| 18 | T | At&t Inc | +0.1% | -2.29% | 减仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -2.82% | 减仓 |
| 20 | ✓ | +0.1% | +16.90% | 加仓 | |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +0.35% | 加仓 |
| 22 | UNP | Union Pacific CORP | +0.1% | -1.65% | 减仓 |
| 23 | BHP | Bhp Group Ltd-spon Adr | +0.1% | -2.93% | 减仓 |
| 24 | NEE | Nextera Energy Inc | +0.1% | -2.18% | 减仓 |
| 25 | FAST | Fastenal Co | +0.1% | +9.16% | 加仓 |
| 26 | INTC | Intel CORP | +0.1% | -11.67% | 减仓 |
| 27 | ✓ | +0.1% | — | 不变 | |
| 28 | AEP | American Electric Power | +0.1% | -2.30% | 减仓 |
| 29 | KO | Coca-cola Co/the | +0.1% | -1.34% | 减仓 |
| 30 | PEP | Pepsico Inc | +0.1% | -1.68% | 减仓 |
| 31 | CTVA | Corteva Inc | +0.1% | -1.79% | 减仓 |
| 32 | LIN | Linde plc | +0.1% | -4.26% | 减仓 |
| 33 | PFE | Pfizer Inc | +0.1% | -0.15% | 减仓 |
| 34 | DUK | Duke Energy CORP | +0.1% | -2.39% | 减仓 |
| 35 | NVS | Novartis Ag-sponsored Adr | +0.1% | -2.69% | 减仓 |
| 36 | CL | Colgate-palmolive Co | +0.1% | -1.24% | 减仓 |
| 37 | ADM | Archer-daniels-midland Co | 0% | -2.04% | 减仓 |
| 38 | HSY | Hershey Co/the | 0% | -4.18% | 减仓 |
| 39 | HII | Huntington Ingalls Industrie | 0% | -4.39% | 减仓 |
| 40 | SO | Southern Co/the | 0% | -3.48% | 减仓 |
| 41 | DRI | Darden Restaurants Inc | 0% | -1.92% | 减仓 |
| 42 | PCAR | Paccar Inc | 0% | -0.85% | 减仓 |
| 43 | MCD | Mcdonald's CORP | 0% | -3.60% | 减仓 |
| 44 | ED | Consolidated Edison Inc | 0% | -3.61% | 减仓 |
| 45 | OGE | Oge Energy CORP | 0% | -2.57% | 减仓 |
| 46 | MDLZ | Mondelez International Inc-a | 0% | -1.57% | 减仓 |
| 47 | ITW | Illinois Tool Works | 0% | -2.78% | 减仓 |
| 48 | SBUX | Starbucks CORP | 0% | -3.39% | 减仓 |
| 49 | PM | Philip Morris International | 0% | — | 不变 |
| 50 | UPS | United Parcel Service-cl B | 0% | +0.29% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pinnacle West Asset Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 124 个公开持股仓位。
在 Q1 2026 季度，Pinnacle West Asset Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (6.3%)、MSFT (5.9%)、NVDA (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
PSX
市值: US$22.8万
本季最大获利了结 / 清仓标的
HON
前期市值: US$91.1万
在 Q1 2026 季度中，Pinnacle West Asset Management, Inc. 共进行了 107 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 88 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 PSX。 本季清仓仓位包含 HON。
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。