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Livermore
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Pinnacle Associates Ltd

SEC CIK
0000743127
最新申報
2026/8/3

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
746
較 2022 年第 1 季 −40
總值
$45.9 億
較 2022 年第 1 季 −$10.6 億 (−18.8%)
申報日
2022/8/2
SEC
Pinnacle Associates Ltd 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock1,213,335$1.66 億3.6%−48,636−3.9%減碼歷史
JNJJohnson & JohnsonStock892,847$1.58 億3.5%+8,547+1.0%加碼歷史
MSFTMicrosoft CorpStock509,719$1.31 億2.9%−5,740−1.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF214,786$8,103 萬1.8%−15,072−6.6%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF393,988$6,939 萬1.5%−44,139−10.1%減碼–
REGNRegeneron Pharmaceuticals, Inc.COM88,688$5,243 萬1.1%−3,013−3.3%減碼歷史
LRCXLam Research CorpCOM117,659$5,014 萬1.1%−130.0%減碼歷史
BYDBoyd Gaming CorpCOM942,910$4,691 萬1.0%−1200.0%減碼歷史
JPMJPMorgan Chase & CoStock409,962$4,617 萬1.0%+1,049+0.3%加碼歷史
SGENSeagen Inc.COM255,521$4,521 萬1.0%−45,970−15.2%減碼歷史
LITELumentum Holdings Inc.COM568,593$4,516 萬1.0%−14,625−2.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF438,690$4,462 萬1.0%+42,429+10.7%加碼–
MRKMerck & Co., Inc.Stock475,996$4,340 萬0.9%−23,456−4.7%減碼歷史
QRVOQorvo, Inc.Stock455,364$4,295 萬0.9%−13,788−2.9%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF382,850$4,278 萬0.9%+20,848+5.8%加碼–
AMZNAmazon Com IncStock398,181$4,229 萬0.9%+33,641+9.2%加碼依 20 比 1 拆股換算歷史
PFEPfizer IncStock795,322$4,170 萬0.9%−19,708−2.4%減碼歷史
GOOGAlphabet Inc.Stock18,527$4,053 萬0.9%+1,310+7.6%加碼歷史
iShares Core S&P 500 ETF464287200ETF105,800$4,011 萬0.9%+1,020+1.0%加碼–
Invesco QQQ Trust Series I46090E103ETF142,740$4,001 萬0.9%−25,166−15.0%減碼–
GLNGGolar LNG LtdSHS1,676,706$3,815 萬0.8%−47,004−2.7%減碼歷史
VVisa Inc.Stock192,326$3,787 萬0.8%−4,320−2.2%減碼歷史
PLUGPlug Power IncStock2,250,953$3,730 萬0.8%−21,708−1.0%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF195,473$3,687 萬0.8%−6,629−3.3%減碼–
Schwab US Dividend Equity ETF808524797ETF514,391$3,685 萬0.8%+70,816+16.0%加碼–
COHRCoherent Corp.COM716,094$3,649 萬0.8%−7,751−1.1%減碼歷史
AQUAEvoqua Water Technologies Corp.COM1,113,346$3,620 萬0.8%−11,819−1.1%減碼歷史
PRKSUnited Parks & Resorts Inc.COM813,630$3,595 萬0.8%−127,507−13.5%減碼歷史
IRDMIridium Communications Inc.COM938,387$3,525 萬0.8%−5,146−0.5%減碼歷史
ROGRogers CorpCOM133,923$3,510 萬0.8%−353−0.3%減碼歷史
VZVerizon Communications IncStock691,273$3,508 萬0.8%+1240.0%加碼歷史
GOOGLAlphabet Inc.Stock15,881$3,461 萬0.8%−156−1.0%減碼歷史
HDHome Depot, Inc.Stock124,736$3,421 萬0.7%−3,456−2.7%減碼歷史
TRMBTrimble Inc.COM570,014$3,319 萬0.7%−10,892−1.9%減碼歷史
MSMorgan StanleyStock434,881$3,308 萬0.7%+83,340+23.7%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF640,017$3,198 萬0.7%−11,071−1.7%減碼–
PGProcter & Gamble CoStock207,360$2,982 萬0.7%+828+0.4%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF69,441$2,871 萬0.6%−192−0.3%減碼歷史
CSCOCisco Systems, Inc.Stock656,475$2,799 萬0.6%+30,498+4.9%加碼歷史
BRK.BBerkshire Hathaway IncStock100,295$2,738 萬0.6%−2,266−2.2%減碼歷史
MSGSMadison Square Garden Sports Corp.CL A180,097$2,720 萬0.6%−8,433−4.5%減碼歷史
CMCSAComcast CorpStock684,311$2,685 萬0.6%−15,292−2.2%減碼歷史
TGNATegna IncCOM1,275,178$2,674 萬0.6%−69,780−5.2%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD347,620$2,651 萬0.6%−34,822−9.1%減碼–
CPCanadian Pacific Kansas City LtdCOM375,357$2,622 萬0.6%−3,376−0.9%減碼歷史
CGNXCognex CorpCOM602,255$2,561 萬0.6%−1,235−0.2%減碼歷史
AMBAAmbarella IncSHS378,440$2,477 萬0.5%+36,453+10.7%加碼歷史
AVGOBroadcom Inc.Stock49,240$2,392 萬0.5%−2,884−5.5%減碼歷史
RJFRaymond James Financial IncCOM266,929$2,387 萬0.5%+340.0%加碼歷史
VSHVishay Intertechnology IncCOM1,307,317$2,330 萬0.5%+6,848+0.5%加碼歷史
METAMeta Platforms, Inc.Stock142,028$2,290 萬0.5%−5,539−3.8%減碼歷史
RTXRTX CorpStock237,028$2,278 萬0.5%−5,079−2.1%減碼歷史
Flexshares Tr33939L506IBOXX 3R TARGT916,290$2,273 萬0.5%−59,989−6.1%減碼–
BLKBlackRock, Inc.COM36,959$2,251 萬0.5%+4,082+12.4%加碼歷史
FORMFormfactor IncCOM570,781$2,211 萬0.5%−3,014−0.5%減碼歷史
AVAVAeroVironment IncCOM264,934$2,178 萬0.5%+3,057+1.2%加碼歷史
DISWalt Disney CoStock227,132$2,144 萬0.5%−3,735−1.6%減碼歷史
BMYBristol Myers Squibb CoStock275,128$2,119 萬0.5%+1,905+0.7%加碼歷史
WERNWerner Enterprises IncCOM545,466$2,102 萬0.5%−514−0.1%減碼歷史
LLYEli Lilly & CoStock63,459$2,058 萬0.4%−498−0.8%減碼歷史
DLRDigital Realty Trust, Inc.COM158,018$2,052 萬0.4%+562+0.4%加碼歷史
UNHUnitedHealth Group IncStock38,454$1,975 萬0.4%−1,258−3.2%減碼歷史
SBUXStarbucks CorpStock258,160$1,972 萬0.4%+24,149+10.3%加碼歷史
BACBank of America CorpStock628,104$1,955 萬0.4%+64,486+11.4%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF208,414$1,926 萬0.4%+86,926+71.6%加碼–
IONSIonis Pharmaceuticals IncCOM515,859$1,910 萬0.4%−6,109−1.2%減碼歷史
PEPPepsiCo IncStock114,429$1,907 萬0.4%−3,450−2.9%減碼歷史
HONHoneywell International IncCOM108,765$1,890 萬0.4%−872−0.8%減碼歷史
INTCIntel CorpStock500,397$1,872 萬0.4%−66,074−11.7%減碼歷史
UPSUnited Parcel Service IncStock99,365$1,814 萬0.4%−3,492−3.4%減碼歷史
CAECae IncCOM721,024$1,775 萬0.4%−2,062−0.3%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM505,614$1,765 萬0.4%−9,038−1.8%減碼歷史
CVLTCommvault Systems IncCOM280,497$1,764 萬0.4%−4,450−1.6%減碼歷史
AXPAmerican Express CoStock124,775$1,730 萬0.4%+1,310+1.1%加碼歷史
VIAVViavi Solutions Inc.COM1,305,532$1,727 萬0.4%−7,591−0.6%減碼歷史
COSTCostco Wholesale CorpStock35,758$1,714 萬0.4%−5,867−14.1%減碼歷史
NEENextera Energy IncStock219,956$1,704 萬0.4%−2,769−1.2%減碼歷史
BXBlackstone Inc.COM185,870$1,696 萬0.4%+19,022+11.4%加碼歷史
CVXChevron CorpStock116,888$1,692 萬0.4%−13,710−10.5%減碼歷史
Liberty Media Corp531229409COM A SIRIUSXM463,490$1,670 萬0.4%+980+0.2%加碼–
SSYSStratasys Ltd.SHS874,858$1,640 萬0.4%+307,194+54.1%加碼歷史
RHIRobert Half Inc.COM217,900$1,632 萬0.4%−694−0.3%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 152,616$1,620 萬0.4%+6,762+14.7%加碼歷史
FDXFedEx CorpStock69,457$1,575 萬0.3%−839−1.2%減碼歷史
TENBTenable Holdings, Inc.COM346,322$1,573 萬0.3%−1,107−0.3%減碼歷史
TSLATesla, Inc.Stock23,256$1,566 萬0.3%+5,069+27.9%加碼歷史
GSGoldman Sachs Group IncStock52,416$1,557 萬0.3%−9,315−15.1%減碼歷史
SBGISinclair, Inc.CL A750,247$1,531 萬0.3%+570,132+316.5%加碼歷史
ORCLOracle CorpStock216,630$1,514 萬0.3%−7,446−3.3%減碼歷史
AEISAdvanced Energy Industries IncCOM206,788$1,509 萬0.3%+958+0.5%加碼歷史
WMTWalmart Inc.Stock122,956$1,495 萬0.3%+3,753+3.1%加碼歷史
CCitigroup IncStock321,941$1,481 萬0.3%−175,482−35.3%減碼歷史
AMGNAmgen IncStock60,743$1,478 萬0.3%−1,434−2.3%減碼歷史
LASRNlight, Inc.COM1,424,103$1,455 萬0.3%+83,767+6.2%加碼歷史
ETNEaton Corp plcStock114,545$1,443 萬0.3%+21,304+22.8%加碼歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF288,979$1,424 萬0.3%−13,576−4.5%減碼–
TMOThermo Fisher Scientific Inc.Stock26,139$1,420 萬0.3%+481+1.9%加碼歷史
XOMExxonMobil Holdings CorpCOM162,741$1,394 萬0.3%−2,609−1.6%減碼歷史
TLSTelos CorpCOM1,721,480$1,391 萬0.3%+162,452+10.4%加碼歷史
MNDTMandiant, Inc.Stock635,813$1,387 萬0.3%−530,071−45.5%減碼歷史

2022 年第 1 季之後清倉（61 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Pinnacle Associates Ltd 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
Discovery Inc25470F302COM SER C609,122$1,521 萬0.3%–
COLMColumbia Sportswear CoCOM43,743$396.0 萬0.1%歷史
VMRKVivmark ResidentialSH BEN INT41,970$377.4 萬0.1%歷史
ETSYEtsy IncCOM22,433$278.8 萬<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW63,581$213.9 萬<0.1%–
GSKGSK plcSPONSORED ADR47,377$206.4 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF13,043$143.8 萬<0.1%–
AMCXAMC Global Media Inc.CL A33,865$137.6 萬<0.1%歷史
TWTRTwitter, Inc.COM35,250$136.4 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A49,245$122.7 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock3,347$67.5 萬<0.1%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA11,575$57.2 萬<0.1%–
PINSPinterest, Inc.CL A22,000$54.1 萬<0.1%歷史
Invesco Nasdaq 100 ETF46138G649ETF3,600$53.6 萬<0.1%–
MSTRStrategy IncStock984$47.9 萬<0.1%歷史
MELIMercadolibre IncCOM383$45.6 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM5,612$43.3 萬<0.1%歷史
KRNTKornit Digital Ltd.SHS4,845$40.1 萬<0.1%歷史
SPDR Series Trust78468R101ST SHO TREAS ETF13,467$39.9 萬<0.1%–
Neenah Inc640079109COM10,050$39.9 萬<0.1%–
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,080$36.6 萬<0.1%–
ROKURoku, IncCOM CL A2,825$35.4 萬<0.1%歷史
SESea LtdSPONSORD ADS2,795$33.5 萬<0.1%歷史
ALGNAlign Technology IncCOM738$32.2 萬<0.1%歷史
SPGSimon Property Group Inc.REIT2,440$32.1 萬<0.1%歷史
TMToyota Motor CorpADS1,751$31.6 萬<0.1%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF4,164$31.2 萬<0.1%–
MASMasco CorpCOM6,041$30.8 萬<0.1%歷史
SILCSilicom Ltd.ORD7,755$30.5 萬<0.1%歷史
SCCOSouthern Copper CorpStock3,995$30.3 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A1,464$27.8 萬<0.1%歷史
RVTYRevvity, Inc.COM1,592$27.8 萬<0.1%歷史
RUNSunrun Inc.COM8,886$27.0 萬<0.1%歷史
ATRSAntares Pharma, Inc.COM65,823$27.0 萬<0.1%歷史
iShares U S ETF Tr46431W838SHOR MAT MUN ETF5,345$26.6 萬<0.1%–
WPMWheaton Precious Metals Corp.COM5,460$26.0 萬<0.1%歷史
KIMKimco Realty CorpCOM9,938$24.5 萬<0.1%歷史
OKEONEOK IncCOM3,374$23.8 萬<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF4,055$23.7 萬<0.1%–
ARK Innovation ETF00214Q104ETF3,548$23.5 萬<0.1%–
iShares Tr46434V456MSCI INTL QUALTY6,365$23.5 萬<0.1%–
FHNFirst Horizon CorpCOM9,812$23.0 萬<0.1%歷史
CCMPCMC Materials, Inc.COM1,224$22.7 萬<0.1%歷史
TTDTrade Desk, Inc.Stock3,260$22.6 萬<0.1%歷史
ZIONZions Bancorporation, National AssociationCOM3,450$22.6 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF5,675$21.8 萬<0.1%–
BGBunge Global SACOM1,952$21.6 萬<0.1%歷史
FSLRFirst Solar, Inc.Stock2,552$21.4 萬<0.1%歷史
SCHLScholastic CorpCOM5,290$21.3 萬<0.1%歷史
HTOH2O AmericaCOM3,000$20.9 萬<0.1%歷史
AMPAmeriprise Financial IncCOM694$20.8 萬<0.1%歷史
HAYNHaynes International IncCOM NEW4,800$20.4 萬<0.1%歷史
FASTFastenal CoStock3,404$20.2 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA1,987$20.1 萬<0.1%–
SHOPShopify Inc.Stock296$20.0 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF10,175$19.4 萬<0.1%–
VGRVector Group LtdCOM10,259$12.4 萬<0.1%歷史
Nuveen PFD & Incm Securties67072C105COM10,260$8.60 萬<0.1%–
AMRNAmarin Corp PLCSPONS ADR NEW20,050$6.60 萬<0.1%歷史
CGENCompugen LtdORD20,000$6.40 萬<0.1%歷史
UTSIUtstarcom Holdings Corp.SHS NEW10,000$7,000<0.1%歷史