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: 0001115055
申報總市值
US$41.8億
US$41.8億
507 檔
22.7%
截至 Q2 2025 季度末，Pinnacle Financial Partners Inc 的美股持倉估值約為 US$41.8億，全數申報部位共有 507 檔。
在 Q2 2025，Pinnacle Financial Partners Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 33 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, SPY, VOO）占據了總市值的 22.7%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 507 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 | MSFT | Microsoft CORP | 股票-科技 | 5.00% | -0.64% | -15.83% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.18% | -0.15% | -3.44% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.09% | -0.66% | -4.80% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.58% | +0.29% | -10.17% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | -1.13% | -25.39% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.01% | -0.56% | -19.47% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.54% | -0.71% | -21.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | -0.50% | -31.35% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.59% | -0.02% | -0.39% | |
| 10 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.57% | -0.56% | -22.98% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.57% | +0.48% | +1.24% | |
| 12 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.56% | -0.06% | +11.43% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | +0.49% | -4.78% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | -0.11% | -21.65% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | -0.19% | -2.60% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.19% | — | +6.08% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.31% | -6.92% | |
| 18 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.01% | -0.25% | -0.07% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.98% | -0.34% | -36.77% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | -0.26% | -19.20% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | -0.05% | +14.51% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.80% | — | — | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.22% | -15.35% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | +0.27% | +56.95% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | -13.05% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | +9.32% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | — | -17.38% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.33% | +0.31% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | — | +3.92% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | -5.46% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -3.67% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | -0.15% | +3.39% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 0.61% | — | +3.08% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.61% | — | -0.34% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | — | -7.48% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.59% | — | -1.90% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | -2.50% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.35% | -4.42% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -0.35% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.55% | -0.04% | +1.18% | |
| 41 | PWR | Quanta Services Inc | 股票-工業 | 0.55% | — | +25.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.06% | -22.51% | |
| 43 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 0.54% | — | +1.93% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | +0.20% | -14.04% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | -0.06% | -3.47% | |
| 46 | EMR | Emerson Electric Co | 股票-工業 | 0.51% | -0.35% | -37.85% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | — | -0.25% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.51% | — | -23.75% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | +15.05% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.50% | — | +16.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | -15.83% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.5% | -4.78% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -3.44% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.3% | +110.51% | 加碼 |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +1.24% | 加碼 |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +56.95% | 加碼 |
| 7 | AXP | American Express Co | +0.3% | +6.08% | 加碼 |
| 8 | PWR | Quanta Services Inc | +0.3% | +25.86% | 加碼 |
| 9 | PNW | Pinnacle West Capital Corporation | +0.3% | +11.43% | 加碼 |
| 10 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.39% | 減碼 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +99.37% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.2% | +116.12% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +14.51% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.2% | +12.62% | 加碼 |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.2% | -2.60% | 減碼 |
| 16 | WMT | Walmart Inc | +0.2% | +39.14% | 加碼 |
| 17 | MPWR | Monolithic Power Systems Inc | +0.2% | +20.24% | 加碼 |
| 18 | BSX | Boston Scientific CORP | +0.1% | +115965.45% | 加碼 |
| 19 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +228.28% | 加碼 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +367.86% | 加碼 |
| 21 | HCA | Hca Healthcare Inc | -0.1% | -22.98% | 減碼 |
| 22 | HD | Home Depot Inc | -0.1% | -17.38% | 減碼 |
| 23 | QCOM | Qualcomm Inc | -0.1% | -27.38% | 減碼 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -31.21% | 減碼 |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -76.42% | 減碼 |
| 26 | EOG | Eog Resources Inc | -0.1% | -30.73% | 減碼 |
| 27 | CPRT | Copart Inc | -0.1% | -21.63% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -22.51% | 減碼 |
| 29 | APD | Air Products & Chemicals Inc | -0.2% | -74.91% | 減碼 |
| 30 | DUK | Duke Energy CORP | -0.2% | -61.16% | 減碼 |
| 31 | UPS | United Parcel Service-cl B | -0.2% | -78.15% | 減碼 |
| 32 | CRM | Salesforce Inc | -0.2% | -15.35% | 減碼 |
| 33 | UNP | Union Pacific CORP | -0.2% | -19.20% | 減碼 |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -34.38% | 減碼 |
| 35 | HON | Honeywell International Inc | -0.2% | -36.80% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.2% | -55.52% | 減碼 |
| 37 | EMR | Emerson Electric Co | -0.2% | -37.85% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -23.90% | 減碼 |
| 39 | MDT | Medtronic plc | -0.2% | -84.02% | 減碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -41.98% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.2% | -37.83% | 減碼 |
| 42 | USB | US Bancorp | -0.4% | -76.98% | 減碼 |
| 43 | V | Visa Inc-class A Shares | -0.4% | -21.03% | 減碼 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -21.65% | 減碼 |
| 45 | AMZN | Amazon.com Inc | -0.7% | -25.39% | 減碼 |
| 46 | AAPL | Apple Inc | -0.7% | -10.17% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.9% | -31.35% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -1.5% | -36.77% | 減碼 |
| 49 | BNY | Bank Of New York Mellon CORP | — | NEW | 新建倉 |
| 50 | OEF | Ishares S&p 100 ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Pinnacle Financial Partners Inc 在 Q2 2025 季度的美股持倉總市值約為 US$41.8億，共申報了 507 個公開持股部位。
在 Q2 2025 季度，Pinnacle Financial Partners Inc 按市值排列的前三大核心持股分別為：MSFT (5.0%)、SPY (4.2%)、VOO (4.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.0% 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
BNY
市值: US$823.9萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2.2億
在 Q2 2025 季度中，Pinnacle Financial Partners Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 15 個部位、減碼 33 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BNY。
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。