申报总市值
US$77.8亿
申报季度: 2026-03-31 · 持股只数: 960
PINNACLE ASSOCIATES LTD在最新一期 13F 报告中披露了 960 项持股，申报期为 2026-03-31，总持股市值约为 US$77.8亿，季度换手率为 14.2%。
加仓 JNJ
-0.4% US$6043.2万
减仓 MSFT
+0.5% -US$4763.3万
减仓 NVDA
-7.7% -US$2646.7万
减仓 AAPL
-0.8% -US$2483.2万
减仓 AVGO
-1.6% -US$1894.2万
加仓 UCTT
-4.4% US$1575.7万
仅显示前 955 大持股（共 960 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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 5.19% | +0.78% | -0.44% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.99% | -0.31% | -0.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.34% | -7.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.61% | +0.51% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 1.79% | -0.24% | -1.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | -0.12% | -2.51% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.19% | -2.27% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | — | +1.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.52% | — | +3.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | -0.07% | +0.91% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.13% | +1.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | -0.13% | -1.39% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | -0.14% | -1.50% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.20% | — | +1.65% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.10% | +5.56% | |
| 16 | MU | Micron Technology INC | 股票-科技 | 1.14% | -0.10% | -22.60% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.06% | — | +0.54% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.05% | — | +1.26% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.02% | — | +3.99% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 1.01% | +0.19% | -0.91% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.95% | -0.08% | -0.52% | |
| 22 | COHR | Coherent CORP | 股票-科技 | 0.89% | +0.09% | -13.74% | |
| 23 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.82% | — | -1.47% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | — | -24.11% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.77% | +0.07% | -0.60% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | +0.15% | +8.85% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.13% | -0.45% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -0.75% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.10% | +0.59% | |
| 30 | LITE | Lumentum Holdings INC | 股票-科技 | 0.68% | +0.12% | -37.23% | |
| 31 | GLNG | Golar LNG Limited | 股票-能源 | 0.65% | +0.17% | -6.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -2.80% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | +0.31% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.62% | -0.14% | -0.98% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | +0.07% | +1.01% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | — | -0.29% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.57% | — | -0.08% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.08% | -1.58% | |
| 39 | LASR | Nlight INC | 股票-其他 | 0.55% | +0.13% | -14.53% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.54% | — | -6.69% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.15% | -0.30% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.52% | — | +5.32% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | +10.53% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.13% | -1.02% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | — | -1.13% | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.50% | — | -0.60% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.49% | — | -0.76% | |
| 48 | GLW | Corning INC | 股票-科技 | 0.47% | +0.15% | -6.12% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.07% | +5.67% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | +0.08% |
Q3 2026表现
+4%
近4个季度表现
+36%
基于可获取价格的持仓（占申报价值的73%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 960 | US$77.8亿 | 14 | |
| 2025-12-31 | 936 | US$77.9亿 | 12 | |
| 2025-09-30 | 868 | US$75.4亿 | 29 | |
| 2025-06-30 | 850 | US$69.1亿 | 0 | |
| 2025-03-31 | 828 | US$68.2亿 | 100 | |
| 2024-12-31 | 837 | US$73.7亿 | 0 | |
| 2024-09-30 | 836 | US$58.8亿 | 0 | |
| 2024-06-30 | 818 | US$63.9亿 | 0 | |
| 2024-03-31 | 840 | US$63.4亿 | 0 | |
| 2023-12-31 | 854 | US$59.4亿 | 0 | |
| 2023-09-30 | 849 | US$53.8亿 | 0 | |
| 2023-06-30 | 852 | US$57.6亿 | 0 | |
| 2023-03-31 | 770 | US$48.9亿 | 0 | |
| 2022-12-31 | 758 | US$45.9亿 | 0 | |
| 2022-09-30 | 739 | US$43.6亿 | 0 | |
| 2022-06-30 | 746 | US$45.9亿 | 0 | |
| 2022-03-31 | 786 | US$56.5亿 | 0 | |
| 2021-12-31 | 790 | US$58.0亿 | 0 | |
| 2021-09-30 | 761 | US$54.2亿 | 0 | |
| 2021-06-30 | 764 | US$55.3亿 | 97 | |
| 2021-03-31 | 733 | US$52.4亿 | 18 | |
| 2020-12-31 | 703 | US$49.2亿 | 23 | |
| 2020-09-30 | 677 | US$42.1亿 | 17 | |
| 2020-06-30 | 675 | US$40.6亿 | 43 | |
| 2020-03-31 | 654 | US$32.9亿 | 42 | |
| 2019-12-31 | 711 | US$45.7亿 | 17 | |
| 2019-09-30 | 704 | US$42.5亿 | 15 | |
| 2019-06-30 | 704 | US$42.7亿 | 14 | |
| 2019-03-31 | 712 | US$44.3亿 | 19 | |
| 2018-12-31 | 684 | US$38.7亿 | 26 | |
| 2018-09-30 | 704 | US$48.2亿 | 16 | |
| 2018-06-30 | 696 | US$48.6亿 | 21 | |
| 2018-03-31 | 678 | US$51.0亿 | 16 | |
| 2017-12-31 | 680 | US$52.0亿 | 14 | |
| 2017-09-30 | 667 | US$54.2亿 | 14 | |
| 2017-06-30 | 674 | US$52.0亿 | 18 | |
| 2017-03-31 | 655 | US$52.4亿 | 17 | |
| 2016-12-31 | 635 | US$49.6亿 | 18 | |
| 2016-09-30 | 635 | US$49.9亿 | 16 | |
| 2016-06-30 | 637 | US$46.4亿 | 19 | |
| 2016-03-31 | 623 | US$46.7亿 | 20 | |
| 2015-12-31 | 646 | US$47.7亿 | 24 | |
| 2015-09-30 | 644 | US$45.2亿 | 24 | |
| 2015-06-30 | 655 | US$53.9亿 | 16 | |
| 2015-03-31 | 646 | US$53.6亿 | 17 | |
| 2014-12-31 | 648 | US$51.0亿 | 21 | |
| 2014-09-30 | 624 | US$49.1亿 | 17 | |
| 2014-06-30 | 613 | US$51.2亿 | 15 | |
| 2014-03-31 | 599 | US$51.3亿 | 15 | |
| 2013-12-31 | 593 | US$51.2亿 | 16 | |
| 2013-09-30 | 571 | US$48.3亿 | 16 | |
| 2013-06-30 | 546 | US$44.5亿 | 0 |
Pinnacle Associates LTD 在 2026-03-31 最显著的持仓异动： 新建仓: Tweedy Browne Insdr+valu ETF (COPY); 清仓: Tegna INC (TGNA); 新建仓: Antero Resources CORP (AR); 减仓: Johnson & Johnson (JNJ) — 股数 -0.44%; 加仓: Microsoft CORP (MSFT) — 股数 +0.51%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.8% | -0.44% | 减仓 |
| 2 | UCTT | Ultra Clean Holdings INC | +0.2% | -4.43% | 减仓 |
| 3 | CAT | Caterpillar INC | +0.2% | -0.91% | 减仓 |
| 4 | GLNG | Golar LNG Limited | +0.2% | -6.44% | 减仓 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -0.30% | 减仓 |
| 6 | GLW | Corning INC | +0.2% | -6.12% | 减仓 |
| 7 | MRK | Merck & Co. INC. | +0.2% | +8.85% | 加仓 |
| 8 | ICHR | Ichor Holdings, Ltd. | +0.1% | -8.61% | 减仓 |
| 9 | CVX | Chevron CORP | +0.1% | -1.02% | 减仓 |
| 10 | LASR | Nlight INC | +0.1% | -14.53% | 减仓 |
| 11 | LITE | Lumentum Holdings INC | +0.1% | -37.23% | 减仓 |
| 12 | BE | Bloom Energy Corp- A | +0.1% | -11.30% | 减仓 |
| 13 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +105.14% | 加仓 |
| 14 | AMAT | Applied Materials INC | +0.1% | -2.67% | 减仓 |
| 15 | VLO | Valero Energy CORP | +0.1% | -2.09% | 减仓 |
| 16 | COHR | Coherent CORP | +0.1% | -13.74% | 减仓 |
| 17 | AEIS | Advanced Energy Industries | +0.1% | -11.09% | 减仓 |
| 18 | GMOI | Gmo International Value ETF | +0.1% | +19.47% | 加仓 |
| 19 | WMT | Walmart INC | +0.1% | -0.60% | 减仓 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.01% | 加仓 |
| 21 | UNH | Unitedhealth Group INC | -0.1% | -36.14% | 减仓 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.91% | 加仓 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | +5.67% | 加仓 |
| 24 | TRMB | Trimble INC | -0.1% | -8.58% | 减仓 |
| 25 | XYL | Xylem INC | -0.1% | -4.97% | 减仓 |
| 26 | BAC | Bank Of America CORP | -0.1% | -1.58% | 减仓 |
| 27 | MS | Morgan Stanley | -0.1% | -0.52% | 减仓 |
| 28 | QCOM | Qualcomm INC | -0.1% | -33.07% | 减仓 |
| 29 | CVLT | Commvault Systems INC | -0.1% | -3.63% | 减仓 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +5.56% | 加仓 |
| 31 | V | Visa Inc-class A Shares | -0.1% | +0.59% | 加仓 |
| 32 | MU | Micron Technology INC | -0.1% | -22.60% | 减仓 |
| 33 | BX | Blackstone INC | -0.1% | -0.14% | 减仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.51% | 减仓 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.39% | 减仓 |
| 36 | KVUE | Kenvue INC | -0.1% | -94.93% | 减仓 |
| 37 | AMZN | Amazon.com INC | -0.1% | +1.73% | 加仓 |
| 38 | LLY | Eli Lilly & Co | -0.1% | -0.45% | 减仓 |
| 39 | AXP | American Express Co | -0.1% | -0.98% | 减仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -1.50% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.1% | -0.25% | 减仓 |
| 42 | FDN | First Trust Dj Internet Ind | -0.2% | -59.72% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -2.27% | 减仓 |
| 44 | AVGO | Broadcom INC | -0.2% | -1.57% | 减仓 |
| 45 | AAPL | Apple INC | -0.3% | -0.81% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.3% | -7.67% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.6% | +0.51% | 加仓 |
| 48 | COPY | Tweedy Browne Insdr+valu ETF | — | NEW | 新建仓 |
| 49 | TGNA | Tegna INC | — | EXIT | 清仓 |
| 50 | AR | Antero Resources CORP | — | NEW | 新建仓 |
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