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 |
|---|---|---|---|---|---|---|---|---|
| TIGO | MILLICOM INTL CELLULAR S A | $48.27万 | 0.01% | 5,318 | -3 | -0.1% | -$272 | 减仓 |
| NTRA | NATERA INC | $48.05万 | 0.01% | 1,770 | -340 | -16.1% | -$9.23万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $47.98万 | 0.01% | 7,975 | -990 | -11.0% | -$5.96万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $47.87万 | 0.01% | 19,730 | -274 | -1.4% | -$6,647 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $47.85万 | 0.01% | 19,683 | -8,398 | -29.9% | -$20.42万 | 减仓 |
| IHS | IHS HOLDING LIMITED | $47.63万 | 0.01% | 57,800 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $47.58万 | 0.01% | 10,053 | 10,053 | — | $47.58万 | 新建仓 |
| OC | OWENS CORNING NEW | $47.50万 | 0.01% | 2,988 | 228 | 8.3% | $3.62万 | 加仓 |
| M | MACYS INC | $47.06万 | 0.01% | 19,982 | -25 | -0.1% | -$589 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $46.95万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $46.90万 | 0.01% | 1,129 | -21 | -1.8% | -$8,723 | 减仓 |
| TSN | TYSON FOODS INC | $46.88万 | 0.01% | 8,188 | -1,000 | -10.9% | -$5.72万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $46.70万 | 0.01% | 6,857 | -702 | -9.3% | -$4.78万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $46.38万 | 0.01% | 8,885 | 48 | 0.5% | $2,506 | 加仓 |
| SUSA | ISHARES TR | $46.09万 | 0.01% | 2,987 | -11 | -0.4% | -$1,697 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $46.00万 | 0.01% | 849 | -5 | -0.6% | -$2,709 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $45.71万 | 0.00% | 44,161 | 932 | 2.2% | $9,646 | 加仓 |
| ESGV | VANGUARD WORLD FD | $45.40万 | 0.00% | 3,433 | 3 | 0.1% | $397 | 加仓 |
| GIS | GENERAL MILLS INC | $44.96万 | 0.00% | 12,921 | 6,465 | 100.1% | $22.50万 | 加仓 |
| AVO | MISSION PRODUCE INC | $44.87万 | 0.00% | 38,061 | 38,061 | — | $44.87万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $44.82万 | 0.00% | 1,558 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $44.81万 | 0.00% | 12,073 | 6 | 0.0% | $223 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $44.65万 | 0.00% | 14,126 | -413 | -2.8% | -$1.31万 | 减仓 |
| FROG | JFROG LTD | $44.18万 | 0.00% | 4,861 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $44.07万 | 0.00% | 475 | 142 | 42.6% | $13.17万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $44.06万 | 0.00% | 2,406 | 124 | 5.4% | $2.27万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.81万 | 0.00% | 24,505 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $43.69万 | 0.00% | 8,978 | 1,416 | 18.7% | $6.89万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $43.65万 | 0.00% | 30,500 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $43.54万 | 0.00% | 5,077 | 81 | 1.6% | $6,946 | 加仓 |
| GSAT | GLOBALSTAR INC | $43.51万 | 0.00% | 5,353 | 12 | 0.2% | $975 | 加仓 |
| LYFT | LYFT INC | $43.48万 | 0.00% | 29,760 | 429 | 1.5% | $6,268 | 加仓 |
| VCR | VANGUARD WORLD FD | $43.31万 | 0.00% | 1,092 | -440 | -28.7% | -$17.45万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $43.18万 | 0.00% | 5,506 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $43.11万 | 0.00% | 2,452 | -401 | -14.1% | -$7.05万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $43.02万 | 0.00% | 2,134 | -23 | -1.1% | -$4,636 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $42.95万 | 0.00% | 4,433 | 1,371 | 44.8% | $13.28万 | 加仓 |
| BN | BROOKFIELD CORP | $42.49万 | 0.00% | 9,976 | 4,068 | 68.9% | $17.33万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $41.94万 | 0.00% | 20,001 | -1,755 | -8.1% | -$3.68万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $41.87万 | 0.00% | 23,614 | 6,774 | 40.2% | $12.01万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $41.71万 | 0.00% | 3,148 | 339 | 12.1% | $4.49万 | 加仓 |
| APTV | APTIV PLC | $41.38万 | 0.00% | 6,742 | -411 | -5.7% | -$2.52万 | 减仓 |
| TXG | 10X GENOMICS INC | $41.24万 | 0.00% | 10,756 | -470 | -4.2% | -$1.80万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $41.00万 | 0.00% | 17,365 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $40.96万 | 0.00% | 3,141 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $40.91万 | 0.00% | 2,348 | 55 | 2.4% | $9,583 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $40.89万 | 0.00% | 5,377 | -489 | -8.3% | -$3.72万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $40.84万 | 0.00% | 4,960 | -95 | -1.9% | -$7,822 | 减仓 |
| DES | WISDOMTREE TR | $40.77万 | 0.00% | 10,021 | -160 | -1.6% | -$6,509 | 减仓 |
| INDA | ISHARES TR | $40.57万 | 0.00% | 8,215 | -3,850 | -31.9% | -$19.02万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $40.18万 | 0.00% | 70,000 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $39.92万 | 0.00% | 7,917 | 2,461 | 45.1% | $12.41万 | 加仓 |
| AME | AMETEK INC | $39.79万 | 0.00% | 1,645 | -85 | -4.9% | -$2.06万 | 减仓 |
| ICLR | ICON PUB LTD CO | $38.91万 | 0.00% | 2,240 | -31 | -1.4% | -$5,385 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.75万 | 0.00% | 5,544 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $38.63万 | 0.00% | 3,840 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $38.04万 | 0.00% | 2,593 | -1,751 | -40.3% | -$25.69万 | 减仓 |
| ENTG | ENTEGRIS INC | $37.77万 | 0.00% | 2,100 | -5 | -0.2% | -$899 | 减仓 |
| EEM | ISHARES TR | $37.77万 | 0.00% | 5,520 | -164 | -2.9% | -$1.12万 | 减仓 |
| SNY | SANOFI SA | $37.73万 | 0.00% | 8,843 | -840 | -8.7% | -$3.58万 | 减仓 |
| RHI | ROBERT HALF INC. | $37.44万 | 0.00% | 12,197 | 306 | 2.6% | $9,394 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $37.04万 | 0.00% | 7,412 | -1,469 | -16.5% | -$7.34万 | 减仓 |
| CROX | CROCS INC | $36.83万 | 0.00% | 3,053 | -668 | -18.0% | -$8.06万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $36.49万 | 0.00% | 18,888 | 8,655 | 84.6% | $16.72万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.47万 | 0.00% | 8,084 | 8,084 | — | $36.47万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $35.99万 | 0.00% | 3,234 | -931 | -22.4% | -$10.36万 | 减仓 |
| NTNX | NUTANIX INC | $35.70万 | 0.00% | 7,006 | -5,002 | -41.7% | -$25.49万 | 减仓 |
| COMP | COMPASS INC | $35.69万 | 0.00% | 28,942 | 28,942 | — | $35.69万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $35.61万 | 0.00% | 312 | -5 | -1.6% | -$5,707 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.52万 | 0.00% | 10,671 | 617 | 6.1% | $2.05万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $35.46万 | 0.00% | 12,411 | 12,411 | — | $35.46万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $35.46万 | 0.00% | 1,488 | -67 | -4.3% | -$1.60万 | 减仓 |
| NOBL | PROSHARES TR | $35.38万 | 0.00% | 6,300 | 900 | 16.7% | $5.05万 | 加仓 |
| MLI | MUELLER INDS INC | $35.06万 | 0.00% | 2,852 | -120 | -4.0% | -$1.48万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $34.87万 | 0.00% | 4,656 | -199 | -4.1% | -$1.49万 | 减仓 |
| TLH | ISHARES TR | $34.84万 | 0.00% | 3,472 | -53 | -1.5% | -$5,319 | 减仓 |
| POOL | POOL CORP | $34.73万 | 0.00% | 1,616 | 1,616 | — | $34.73万 | 新建仓 |
| NI | NISOURCE INC | $34.67万 | 0.00% | 7,291 | 261 | 3.7% | $1.24万 | 加仓 |
| GPC | GENUINE PARTS CO | $34.41万 | 0.00% | 2,917 | -215 | -6.9% | -$2.54万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $34.28万 | 0.00% | 248 | 248 | — | $34.28万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.01万 | 0.00% | 3,543 | -4,202 | -54.3% | -$40.33万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $33.89万 | 0.00% | 8,895 | 3,566 | 66.9% | $13.59万 | 重新持有 |
| ITT | ITT INC | $33.88万 | 0.00% | 1,713 | 82 | 5.0% | $1.62万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $33.58万 | 0.00% | 2,833 | 2,833 | — | $33.58万 | 新建仓 |
| EWZ | ISHARES INC | $33.05万 | 0.00% | 9,580 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $32.82万 | 0.00% | 1,538 | 9 | 0.6% | $1,921 | 加仓 |
| LAZ | LAZARD INC | $32.72万 | 0.00% | 7,801 | 7,801 | — | $32.72万 | 新建仓 |
| DSI | ISHARES TR | $32.64万 | 0.00% | 2,292 | -9 | -0.4% | -$1,282 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $32.61万 | 0.00% | 1,399 | 94 | 7.2% | $2.19万 | 加仓 |
| HSY | HERSHEY CO | $32.59万 | 0.00% | 1,857 | -131 | -6.6% | -$2.30万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $32.42万 | 0.00% | 1,365 | 33 | 2.5% | $7,837 | 加仓 |
| IFS | INTERCORP FINL SVCS INC | $31.90万 | 0.00% | 5,600 | -224 | -3.8% | -$1.28万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $31.89万 | 0.00% | 55,170 | -5 | -0.0% | -$29 | 减仓 |
| KHC | KRAFT HEINZ CO | $31.82万 | 0.00% | 13,473 | 13,473 | — | $31.82万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $31.56万 | 0.00% | 1,908 | 1,908 | — | $31.56万 | 新建仓 |
| RBC | RBC BEARINGS INC | $31.37万 | 0.00% | 487 | -27 | -5.3% | -$1.74万 | 减仓 |
| F | FORD MTR CO | $31.33万 | 0.00% | 22,538 | 8,924 | 65.6% | $12.40万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $31.31万 | 0.00% | 3,952 | -278 | -6.6% | -$2.20万 | 减仓 |
| GUNR | FLEXSHARES TR | $31.21万 | 0.00% | 6,334 | -55 | -0.9% | -$2,710 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.17万 | 0.00% | 921 | 54 | 6.2% | $1.83万 | 加仓 |