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Livermore
Livermore
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Pinnacle Associates Ltd

SEC CIK
0000743127
最新申報
2026/8/3

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
832
較 2024 年第 3 季 +32
總值
$73.7 億
較 2024 年第 3 季 +$15.6 億 (+26.8%)
申報日
2025/2/14
SEC
Pinnacle Associates Ltd 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
JNJJohnson & JohnsonStock6,010,881$8.69 億11.8%+4,703,577+359.8%加碼歷史
AAPLApple Inc.Stock1,354,382$3.39 億4.6%+16,332+1.2%加碼歷史
MSFTMicrosoft CorpStock460,111$1.94 億2.6%−44,980−8.9%減碼歷史
AVGOBroadcom Inc.Stock538,389$1.25 億1.7%+466,958+653.7%加碼歷史
NVDANVIDIA CorpStock898,429$1.21 億1.6%+795,166+770.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF203,396$1.19 億1.6%+2,364+1.2%加碼歷史
AMZNAmazon Com IncStock530,664$1.16 億1.6%+27,760+5.5%加碼歷史
JPMJPMorgan Chase & CoStock446,577$1.07 億1.5%−31,792−6.6%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF440,947$1.06 億1.4%+54,976+14.2%加碼–
METAMeta Platforms, Inc.Stock164,294$9,620 萬1.3%+20,629+14.4%加碼歷史
Invesco QQQ Trust Series I46090E103ETF171,376$8,761 萬1.2%+5,362+3.2%加碼–
iShares Core S&P 500 ETF464287200ETF134,822$7,937 萬1.1%+12,096+9.9%加碼–
GOOGAlphabet Inc.Stock396,057$7,543 萬1.0%−12,816−3.1%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF412,727$7,350 萬1.0%+37,623+10.0%加碼–
GOOGLAlphabet Inc.Stock379,525$7,184 萬1.0%+8,175+2.2%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF228,714$6,628 萬0.9%+12,757+5.9%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF519,217$6,625 萬0.9%+24,495+5.0%加碼–
VVisa Inc.Stock202,399$6,397 萬0.9%−8,390−4.0%減碼歷史
GLNGGolar LNG LtdSHS1,477,249$6,252 萬0.8%+28,221+1.9%加碼歷史
Schwab US Dividend Equity ETF808524797ETF2,136,379$5,837 萬0.8%+230,869+12.1%加碼依 3 比 1 拆股換算–
HDHome Depot, Inc.Stock149,333$5,809 萬0.8%−746−0.5%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM248,953$5,743 萬0.8%−104,222−29.5%減碼歷史
MSMorgan StanleyStock454,945$5,720 萬0.8%−16,839−3.6%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF887,369$5,094 萬0.7%+52,784+6.3%加碼–
COHRCoherent Corp.COM533,751$5,056 萬0.7%−284,935−34.8%減碼歷史
AXPAmerican Express CoStock166,073$4,929 萬0.7%−26,741−13.9%減碼歷史
BRK.BBerkshire Hathaway IncStock108,274$4,908 萬0.7%−2,346−2.1%減碼歷史
MRKMerck & Co., Inc.Stock468,903$4,665 萬0.6%−5,162−1.1%減碼歷史
XYLXylem Inc.COM400,689$4,649 萬0.6%−104,312−20.7%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM62,463$4,449 萬0.6%−4,502−6.7%減碼歷史
CSCOCisco Systems, Inc.Stock730,241$4,323 萬0.6%−67,433−8.5%減碼歷史
LRCXLam Research CorpStock594,425$4,294 萬0.6%−185,005−23.7%減碼依 10 比 1 拆股換算歷史
BLKBlackRock, Inc.Stock41,327$4,237 萬0.6%−1,682−3.9%減碼歷史
BACBank of America CorpStock950,045$4,175 萬0.6%−34,645−3.5%減碼歷史
LLYEli Lilly & CoStock53,328$4,117 萬0.6%−4,967−8.5%減碼歷史
CATCaterpillar IncStock111,606$4,049 萬0.5%+15,600+16.2%加碼歷史
Vanguard Information Technology ETF92204A702ETF63,556$3,952 萬0.5%−230.0%減碼–
ETNEaton Corp plcStock116,172$3,855 萬0.5%−10,317−8.2%減碼歷史
PGProcter & Gamble CoStock224,378$3,762 萬0.5%−9,010−3.9%減碼歷史
PRKSUnited Parks & Resorts Inc.COM667,210$3,749 萬0.5%−45,998−6.4%減碼歷史
AMBAAmbarella IncSHS514,838$3,745 萬0.5%+139,651+37.2%加碼歷史
ORCLOracle CorpStock222,508$3,708 萬0.5%+1,242+0.6%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM631,256$3,632 萬0.5%+44,310+7.5%加碼–
BYDBoyd Gaming CorpCOM482,683$3,501 萬0.5%−196,495−28.9%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF61,318$3,493 萬0.5%−3,824−5.9%減碼歷史
MKLMarkel Group Inc.COM20,057$3,462 萬0.5%+2,401+13.6%加碼歷史
COSTCostco Wholesale CorpStock37,783$3,462 萬0.5%−8,578−18.5%減碼歷史
ITRIItron, Inc.COM318,183$3,455 萬0.5%−80,189−20.1%減碼歷史
IBMInternational Business Machines CorpStock154,686$3,400 萬0.5%+23,589+18.0%加碼歷史
OSWOnespaworld Holdings LtdCOM1,703,183$3,389 萬0.5%−671,776−28.3%減碼歷史
WMTWalmart Inc.Stock365,499$3,302 萬0.4%+237,035+184.5%加碼歷史
BXBlackstone Inc.COM187,247$3,229 萬0.4%−4,807−2.5%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF266,425$3,070 萬0.4%+10,424+4.1%加碼–
CVLTCommvault Systems IncCOM202,522$3,056 萬0.4%−40,351−16.6%減碼歷史
MUMicron Technology IncStock351,739$2,960 萬0.4%+121,839+53.0%加碼歷史
TRMBTrimble Inc.COM415,843$2,938 萬0.4%−79,204−16.0%減碼歷史
RJFRaymond James Financial IncCOM185,685$2,884 萬0.4%−40,657−18.0%減碼歷史
HONHoneywell International IncCOM126,424$2,856 萬0.4%+4,896+4.0%加碼歷史
DLRDigital Realty Trust, Inc.COM161,010$2,855 萬0.4%+19,075+13.4%加碼歷史
CVXChevron CorpStock194,037$2,810 萬0.4%+23,080+13.5%加碼歷史
LITELumentum Holdings Inc.COM333,107$2,796 萬0.4%−74,682−18.3%減碼歷史
RTXRTX CorpStock234,152$2,710 萬0.4%−4,245−1.8%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT153,462$2,689 萬0.4%+35,431+30.0%加碼–
MSGSMadison Square Garden Sports Corp.CL A118,591$2,676 萬0.4%−14,171−10.7%減碼歷史
Gmo ETF Trust90139K100US QUALITY ETF828,257$2,648 萬0.4%+828,257新進–
XOMExxonMobil Holdings CorpCOM243,313$2,617 萬0.4%+31,129+14.7%加碼歷史
FDXFedEx CorpStock87,332$2,457 萬0.3%−9,759−10.1%減碼歷史
CCitigroup IncStock348,194$2,451 萬0.3%+77,498+28.6%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 157,373$2,441 萬0.3%−16,367−22.2%減碼歷史
CCJCameco CorpStock471,404$2,423 萬0.3%−30,132−6.0%減碼歷史
QRVOQorvo, Inc.Stock338,678$2,368 萬0.3%−56,868−14.4%減碼歷史
IRDMIridium Communications Inc.COM795,251$2,308 萬0.3%+78,910+11.0%加碼歷史
ABBVAbbVie Inc.Stock129,470$2,301 萬0.3%+5,832+4.7%加碼歷史
CPCanadian Pacific Kansas City LtdCOM312,273$2,260 萬0.3%−34,737−10.0%減碼歷史
GSGoldman Sachs Group IncStock38,993$2,233 萬0.3%−3,114−7.4%減碼歷史
MAMastercard IncStock41,290$2,174 萬0.3%−1,083−2.6%減碼歷史
MANUManchester United plcORD CL A1,247,391$2,164 萬0.3%+283,830+29.5%加碼歷史
CGNXCognex CorpCOM599,026$2,148 萬0.3%+82,520+16.0%加碼歷史
LVSLas Vegas Sands CorpCOM412,146$2,117 萬0.3%−75,217−15.4%減碼歷史
TSLATesla, Inc.Stock52,008$2,100 萬0.3%−9,128−14.9%減碼歷史
Vanguard Total Bond Market ETF921937835ETF290,521$2,089 萬0.3%+78,307+36.9%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF435,771$2,084 萬0.3%−6,217−1.4%減碼–
CMCSAComcast CorpStock551,993$2,072 萬0.3%−181,306−24.7%減碼歷史
PEPPepsiCo IncStock136,184$2,071 萬0.3%−5,043−3.6%減碼歷史
NEENextera Energy IncStock277,836$1,992 萬0.3%+36,917+15.3%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF73,740$1,989 萬0.3%+89+0.1%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF317,369$1,978 萬0.3%+253,457+396.6%加碼–
IONSIonis Pharmaceuticals IncCOM547,642$1,915 萬0.3%+88,663+19.3%加碼歷史
AVAVAeroVironment IncCOM122,976$1,892 萬0.3%−42,669−25.8%減碼歷史
UNHUnitedHealth Group IncStock36,682$1,856 萬0.3%−3,868−9.5%減碼歷史
AMATApplied Materials IncStock111,547$1,814 萬0.2%−5,603−4.8%減碼歷史
LASRNlight, Inc.COM1,729,324$1,814 萬0.2%+35,503+2.1%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF283,678$1,800 萬0.2%+19,221+7.3%加碼–
MRVLMarvell Technology, Inc.COM159,434$1,761 萬0.2%+9,712+6.5%加碼歷史
ADBEAdobe Inc.Stock38,933$1,731 萬0.2%−6,210−13.8%減碼歷史
FORMFormfactor IncCOM389,704$1,715 萬0.2%+17,326+4.7%加碼歷史
TMOThermo Fisher Scientific Inc.Stock32,718$1,702 萬0.2%−1,994−5.7%減碼歷史
iShares Russell 2000 ETF464287655ETF76,117$1,682 萬0.2%+8,048+11.8%加碼–
AEISAdvanced Energy Industries IncCOM143,490$1,659 萬0.2%−33,193−18.8%減碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF404,397$1,593 萬0.2%+262,922+185.8%加碼–

2024 年第 3 季之後清倉（74 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Pinnacle Associates Ltd 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
SPRSpirit AeroSystems Holdings, Inc.COM CL A199,784$634.9 萬0.1%歷史
QDELQuidelOrtho CorpCOM85,375$629.2 萬0.1%歷史
EXEExpand Energy CorpCOM52,363$402.9 萬0.1%歷史
VMRKVivmark ResidentialSH BEN INT53,183$325.3 萬0.1%歷史
IPIIntrepid Potash, Inc.COM129,782$310.0 萬0.1%歷史
AMWDAmerican Woodmark CorpCOM15,875$147.4 萬<0.1%歷史
SMLRSemler Scientific, Inc.COM29,346$130.0 萬<0.1%歷史
WKCWorld Kinect CorpCOM49,286$112.3 萬<0.1%歷史
LUNALuna Innovations IncCOM155,482$103.4 萬<0.1%歷史
ACDCProFrac Holding Corp.CLASS A COM116,405$98.7 萬<0.1%歷史
GFSGLOBALFOUNDRIES Inc.Stock9,485$57.5 萬<0.1%歷史
KHCKraft Heinz CoStock14,282$52.8 萬<0.1%歷史
SYMSymbotic Inc.Stock10,225$52.5 萬<0.1%歷史
U.S. Global Jets ETF26922A842ETF24,027$45.7 萬<0.1%–
VALEVale S.A.SPONSORED ADS28,754$45.6 萬<0.1%歷史
Schwab International Small-Cap Equity ETF808524888ETF12,929$45.1 萬<0.1%–
LEALear CorpCOM NEW2,932$41.4 萬<0.1%歷史
ELEstee Lauder Companies IncCL A2,654$38.8 萬<0.1%歷史
BIDUBaidu, Inc.ADR3,150$37.5 萬<0.1%歷史
PRGOPERRIGO Co plcSHS11,435$36.8 萬<0.1%歷史
iShares Tr46434V878ULTRA SHORT DUR7,273$36.6 萬<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/999919,233$35.7 萬<0.1%歷史
SMCISuper Micro Computer, Inc.COM1,210$34.4 萬<0.1%歷史
GAMGeneral American Investors Co IncCOM7,875$33.8 萬<0.1%歷史
MBLYMobileye Global Inc.Stock7,640$33.1 萬<0.1%歷史
RNLXYRenalytix plcADS846,534$33.0 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM12,422$32.4 萬<0.1%歷史
TXNMTXNM Energy IncCOM7,600$31.6 萬<0.1%歷史
APAAPA CorpStock8,510$30.5 萬<0.1%歷史
VIAVViavi Solutions Inc.COM30,196$30.4 萬<0.1%歷史
NUENucor CorpCOM1,746$30.4 萬<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 1047,858$30.2 萬<0.1%歷史
QSRRestaurant Brands International Inc.COM3,735$29.2 萬<0.1%歷史
PLYAPlaya Hotels & Resorts N.V.SHS33,100$28.6 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,298$28.0 萬<0.1%歷史
BXPBXP, Inc.COM3,824$26.8 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF17,220$26.8 萬<0.1%–
Ionis Pharmaceuticals Inc462222AB6NOTE 0.125%12/1–$26.7 萬<0.1%–
Listed FDS Tr53656F623HORI KI INFL ETF8,400$26.4 萬<0.1%–
ENPHEnphase Energy, Inc.Stock1,995$26.4 萬<0.1%歷史
BHPBHP Group LtdADR3,840$26.2 萬<0.1%歷史
GGGGraco IncCOM3,022$26.2 萬<0.1%歷史
NOVNOV Inc.COM12,838$26.0 萬<0.1%歷史
HALHalliburton CoStock7,164$25.9 萬<0.1%歷史
HAYNHaynes International IncCOM NEW4,500$25.7 萬<0.1%歷史
RUNSunrun Inc.COM12,971$25.5 萬<0.1%歷史
EIXEdison InternationalStock3,536$25.3 萬<0.1%歷史
MEIMethode Electronics IncCOM11,000$25.0 萬<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT3,993$25.0 萬<0.1%歷史
CBOECboe Global Markets, Inc.COM1,366$24.4 萬<0.1%歷史
TMToyota Motor CorpADS1,320$24.2 萬<0.1%歷史
FDSFactset Research Systems IncStock507$24.2 萬<0.1%歷史
Flexshares Tr33939L506IBOXX 3R TARGT10,190$24.1 萬<0.1%–
ATKRAtkore Inc.COM1,492$23.9 萬<0.1%歷史
JWNNordstrom IncStock12,902$23.8 萬<0.1%歷史
BHCBausch Health Companies Inc.Stock29,500$23.7 萬<0.1%歷史
EAElectronic Arts Inc.COM1,661$22.7 萬<0.1%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,560$22.5 萬<0.1%–
BRKLBrookline Bancorp IncCOM20,327$22.2 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF1,857$21.8 萬<0.1%–
IQVIQVIA Holdings Inc.Stock921$21.3 萬<0.1%歷史
TFIITFI International Inc.COM1,565$21.3 萬<0.1%歷史
BGBunge Global SACOM SHS2,023$20.4 萬<0.1%歷史
Invesco Exchange Traded FD T46137V621FINL PFD ETF10,755$15.7 萬<0.1%–
GABGabelli Equity Trust IncCOM28,642$14.6 萬<0.1%歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A10,595$6.94 萬<0.1%歷史
CRMDCorMedix Inc.COM10,000$3.76 萬<0.1%歷史
NOKNokia CorpSPONSORED ADR10,020$3.43 萬<0.1%歷史
POWWOutdoor Holding CoCOM15,000$3.15 萬<0.1%歷史
NTIPNetwork-1 Technologies, Inc.COM14,003$3.05 萬<0.1%歷史
TVRDTvardi Therapeutics, Inc.COM11,727$8,713<0.1%歷史
SSPE.W. Scripps CoCL A NEW316,556––歷史
NFENew Fortress Energy Inc.COM CL A97,895––歷史
RGFReal Good Food Company, Inc.COM CL A25,800––歷史