13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000743127
申報總市值
US$91.6億
US$91.6億
955 檔
12.9%
Pinnacle Associates LTD 在 Q1 2026 季度的美股部位總計估值為 US$91.6億，分散於 955 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Pinnacle Associates LTD 於 Q1 2026 季度持續回收資金，對 117 個既有部位進行裁減並清倉 7 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Pinnacle Associates LTD 的前 5 大核心持股（包含 JNJ, AAPL, NVDA 等）合計佔整體申報市值的 12.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 955 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | 股票-醫療保健 | 5.19% | -0.60% | -0.44% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.99% | -0.16% | -0.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.06% | -7.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.27% | +0.51% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.07% | -1.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.59% | -0.03% | -2.51% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.08% | -2.27% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | -0.01% | +1.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.52% | +0.01% | +3.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | +0.13% | +0.91% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.43% | -0.01% | +1.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | +0.05% | -1.39% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.05% | -1.50% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | -0.04% | +1.65% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | +0.05% | +5.56% | |
| 16 | MU | Micron Technology Inc | 股票-科技 | 1.14% | +1.60% | -22.60% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.06% | -0.02% | +0.54% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | -0.09% | +1.26% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.02% | -0.03% | +3.99% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.01% | +0.27% | -0.91% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.95% | +0.07% | -0.52% | |
| 22 | COHR | Coherent CORP | 股票-科技 | 0.89% | +0.19% | -13.74% | |
| 23 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.82% | -0.27% | -1.47% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.42% | -24.11% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.77% | -0.17% | -0.60% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.75% | -0.07% | +8.85% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.08% | -0.45% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.20% | -0.75% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.03% | +0.59% | |
| 30 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.68% | -0.20% | -37.23% | |
| 31 | GLNG | Golar LNG Limited | 股票-能源 | 0.65% | -0.16% | -6.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.06% | -2.80% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.04% | +0.31% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.62% | -0.02% | -0.98% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | -0.05% | +1.01% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.57% | +0.01% | -0.29% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.57% | -0.10% | -0.08% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | — | -1.58% | |
| 39 | LASR | Nlight Inc | 股票-其他 | 0.55% | -0.01% | -14.53% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.54% | -0.01% | -6.69% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.16% | -0.30% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.52% | -0.07% | +5.32% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | -0.01% | +10.53% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.19% | -1.02% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | +0.08% | -1.13% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.08% | -0.60% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.02% | -0.76% | |
| 48 | GLW | Corning Inc | 股票-科技 | 0.47% | +0.25% | -6.12% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | +0.03% | +5.67% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.09% | +0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.8% | -0.44% | 減碼 |
| 2 | UCTT | Ultra Clean Holdings Inc | +0.2% | -4.43% | 減碼 |
| 3 | CAT | Caterpillar Inc | +0.2% | -0.91% | 減碼 |
| 4 | GLNG | Golar LNG Limited | +0.2% | -6.44% | 減碼 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -0.30% | 減碼 |
| 6 | GLW | Corning Inc | +0.2% | -6.12% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +8.85% | 加碼 |
| 8 | ICHR | Ichor Holdings, Ltd. | +0.1% | -8.61% | 減碼 |
| 9 | CVX | Chevron CORP | +0.1% | -1.02% | 減碼 |
| 10 | LASR | Nlight Inc | +0.1% | -14.53% | 減碼 |
| 11 | LITE | Lumentum Holdings Inc | +0.1% | -37.23% | 減碼 |
| 12 | BE | Bloom Energy Corp- A | +0.1% | -11.30% | 減碼 |
| 13 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +105.14% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.67% | 減碼 |
| 15 | VLO | Valero Energy CORP | +0.1% | -2.09% | 減碼 |
| 16 | COHR | Coherent CORP | +0.1% | -13.74% | 減碼 |
| 17 | AEIS | Advanced Energy Industries | +0.1% | -11.09% | 減碼 |
| 18 | GMOI | Gmo International Value ETF | +0.1% | +19.47% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | -0.60% | 減碼 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.01% | 加碼 |
| 21 | FORM | Formfactor Inc | +0.1% | -20.94% | 減碼 |
| 22 | IRDM | Iridium Communications Inc | +0.1% | -7.20% | 減碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +0.08% | 加碼 |
| 24 | ETN | Eaton Corporation plc | +0.1% | -0.29% | 減碼 |
| 25 | FDX | Fedex CORP | +0.1% | -1.44% | 減碼 |
| 26 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.99% | 加碼 |
| 27 | CGNX | Cognex CORP | +0.1% | -7.48% | 減碼 |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | -1.02% | 減碼 |
| 29 | MSGS | Madison Square Garden Sports | +0.1% | -5.97% | 減碼 |
| 30 | QRVO | Qorvo Inc | +0.1% | +30.35% | 加碼 |
| 31 | CCJ | Cameco CORP | +0.1% | -3.68% | 減碼 |
| 32 | TDW | Tidewater Inc | +0.1% | -0.07% | 減碼 |
| 33 | STTK | Shattuck Labs Inc | +0.1% | +1.30% | 加碼 |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | +13.53% | 加碼 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +0.23% | 加碼 |
| 36 | HON | Honeywell International Inc | +0.1% | -0.47% | 減碼 |
| 37 | ITRI | Itron Inc | +0.1% | +20.92% | 加碼 |
| 38 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.26% | 加碼 |
| 39 | NEE | Nextera Energy Inc | +0.1% | +0.36% | 加碼 |
| 40 | IBEX | IBEX Limited | +0.1% | +454.18% | 加碼 |
| 41 | COP | Conocophillips | 0% | +1.67% | 加碼 |
| 42 | TENB | Tenable Holdings Inc | 0% | +160.90% | 加碼 |
| 43 | VB | Vanguard Small-cap ETF | 0% | +1.26% | 加碼 |
| 44 | NOW | Servicenow Inc | 0% | +203.88% | 加碼 |
| 45 | MINT | Pimco Enhanced Short Maturit | 0% | +120.11% | 加碼 |
| 46 | MPC | Marathon Petroleum CORP | 0% | +1.82% | 加碼 |
| 47 | PWR | Quanta Services Inc | 0% | -0.61% | 減碼 |
| 48 | GEV | GE Vernova Inc | 0% | +1.01% | 加碼 |
| 49 | EVR | Evercore Inc - A | 0% | +50.58% | 加碼 |
| 50 | VZ | Verizon Communications Inc | 0% | -2.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pinnacle Associates LTD 在 Q1 2026 季度的美股持倉總市值約為 US$91.6億，共申報了 955 個公開持股部位。
在 Q1 2026 季度，Pinnacle Associates LTD 按市值排列的前三大核心持股分別為：JNJ (5.2%)、AAPL (4.0%)、NVDA (2.1%)。其中最大持股部位 JNJ 佔據整體投資組合約 5.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
COPY
市值: US$1669.1萬
本季最大獲利了結 / 清倉標的
TGNA
前期市值: US$720.2萬
在 Q1 2026 季度中，Pinnacle Associates LTD 共進行了 200 項持倉異動，包含新建倉 9 個部位、加碼 67 個部位、減碼 117 個部位以及清倉 7 個部位。 其中最大新建倉標的為 COPY。 本季清倉部位包含 TGNA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。