PINNACLE ASSOCIATES LTD
NEW YORK NY · SEC CIK 0000743127
$91.59亿2026Q2 申报市值
967持仓数
23.1%前十大占比 · 第一大 4.6%
63 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 加仓+$2,326.79万
HONA 新建仓+$1,302.40万
HELO 加仓+$963.29万
INFQ 加仓+$725.08万
AVAV 加仓+$694.65万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5,162.79万
MRVL 减仓-$2,013.97万
LITE 减仓-$1,990.51万
COHR 减仓-$1,619.54万
ALNT 减仓-$1,390.33万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $6,700.67万 | 0.73% | 92,679 | -2,171 | -2.3% | -$156.96万 | 减仓 |
| LLY | ELI LILLY & CO | $7,441.67万 | 0.81% | 62,043 | 106 | 0.2% | $12.71万 | 加仓 |
| CSCO | CISCO SYS INC | $8,277.81万 | 0.90% | 704,734 | -1,949 | -0.3% | -$22.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,794.13万 | 0.96% | 556,485 | 5,711 | 1.0% | $90.25万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,054.25万 | 0.99% | 1,081,105 | 23,711 | 2.2% | $198.58万 | 加仓 |
| MS | MORGAN STANLEY | $9,352.64万 | 1.02% | 447,409 | -2,065 | -0.5% | -$43.17万 | 减仓 |
| QUAL | ISHARES TR | $9,526.06万 | 1.04% | 434,127 | 4,657 | 1.1% | $102.19万 | 加仓 |
| COHR | COHERENT CORP | $9,858.18万 | 1.08% | 249,909 | -41,056 | -14.1% | -$1,619.54万 | 减仓 |
| IVV | ISHARES TR | $1.07亿 | 1.16% | 142,460 | -460 | -0.3% | -$34.45万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.11亿 | 1.21% | 255,656 | -31,831 | -11.1% | -$1,379.33万 | 减仓 |
| META | META PLATFORMS INC | $1.15亿 | 1.25% | 203,836 | 41,307 | 25.4% | $2,326.79万 | 加仓 |
| CAT | CATERPILLAR INC | $1.17亿 | 1.28% | 110,066 | -1,006 | -0.9% | -$107.13万 | 减仓 |
| GOOG | ALPHABET INC | $1.20亿 | 1.31% | 340,303 | -2,084 | -0.6% | -$73.63万 | 减仓 |
| GOOGL | ALPHABET INC | $1.22亿 | 1.33% | 341,301 | -6,083 | -1.8% | -$217.39万 | 减仓 |
| AMZN | AMAZON COM INC | $1.30亿 | 1.42% | 545,210 | 9,629 | 1.8% | $229.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.35亿 | 1.48% | 413,954 | 294 | 0.1% | $9.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.40亿 | 1.53% | 378,423 | 9,897 | 2.7% | $366.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.40亿 | 1.53% | 462,685 | 4,012 | 0.9% | $121.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.43亿 | 1.56% | 191,109 | 1,017 | 0.5% | $75.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.46亿 | 1.59% | 198,228 | 1,853 | 0.9% | $136.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.63亿 | 1.77% | 435,694 | 6,583 | 1.5% | $245.56万 | 加仓 |
| AVGO | BROADCOM INC | $1.71亿 | 1.86% | 451,507 | 1,655 | 0.4% | $62.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.91亿 | 2.09% | 954,703 | -4,122 | -0.4% | -$82.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.51亿 | 2.74% | 217,570 | -44,727 | -17.1% | -$5,162.79万 | 减仓 |
| AAPL | APPLE INC | $3.51亿 | 3.83% | 1,212,707 | -10,929 | -0.9% | -$316.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4.21亿 | 4.59% | 1,656,912 | 4,246 | 0.3% | $107.84万 | 加仓 |