13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001712686
申报总市值
US$5.2亿
US$5.2亿
82 檔
27.4%
在 Q4 2025 的 13F 官方备案中，Broadleaf Partners, LLC 管理的美股投资组合规模来到 US$5.2亿，整体持股档数为 82 档。
Broadleaf Partners, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 27 档持股的同时，亦同步清仓 2 档并减仓 29 档标的。
在资产配置集中度方面，Broadleaf Partners, LLC 的前 5 大核心持股（包含 , MSFT, 等）合计占整体申报市值的 27.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
PWR
市值: US$715.8万
本季最大获利了结 / 清仓标的
PGR
前期市值: US$961.7万
| # | 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 | ✓ | 股票-其他 | 7.40% | — | -0.08% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.23% | -2.14% | -0.06% | |
| 3 | ✓ | 股票-其他 | 5.51% | — | -0.30% | ||
| 4 | AAPL | Apple Inc | 股票-科技 | 5.40% | -0.16% | -0.20% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.33% | -0.25% | -0.01% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.96% | -0.25% | +0.14% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.75% | -0.20% | +4.14% | |
| 8 | ✓ | 股票-其他 | 3.63% | — | -0.10% | ||
| 9 | ✓ | 股票-其他 | 3.28% | — | -0.24% | ||
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.82% | -0.01% | -0.05% | |
| 11 | ✓ | 股票-其他 | 2.70% | — | -0.05% | ||
| 12 | ANET | Arista Networks Inc | 股票-科技 | 2.64% | +0.21% | +0.01% | |
| 13 | ✓ | 股票-其他 | 2.37% | — | — | ||
| 14 | ✓ | 股票-其他 | 2.30% | — | -0.22% | ||
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.29% | -0.82% | +2.21% | |
| 16 | ✓ | 股票-其他 | 2.24% | — | -0.16% | ||
| 17 | ✓ | 股票-其他 | 2.11% | — | -0.23% | ||
| 18 | ✓ | 股票-其他 | 2.08% | — | -0.20% | ||
| 19 | ✓ | 股票-其他 | 1.88% | — | +899.80% | ||
| 20 | ✓ | 股票-其他 | 1.87% | — | +0.01% | ||
| 21 | ✓ | 股票-其他 | 1.86% | — | +353.31% | ||
| 22 | CTAS | Cintas CORP | 股票-工业 | 1.82% | -1.69% | -0.23% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 1.76% | +0.55% | -0.17% | |
| 24 | ✓ | 股票-其他 | 1.64% | — | +0.45% | ||
| 25 | PWR | Quanta Services Inc | 股票-工业 | 1.51% | +0.26% | — | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.44% | +0.01% | +1.00% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | +2.01% | -0.11% | |
| 28 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.41% | -1.19% | EXIT | |
| 29 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.41% | +0.07% | +0.39% | |
| 30 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.35% | -1.06% | EXIT | |
| 31 | ✓ | 股票-其他 | 1.13% | — | +0.03% | ||
| 32 | APP | Applovin Corp-class A | 股票-科技 | 1.12% | +0.85% | -33.79% | |
| 33 | ✓ | 股票-其他 | 0.95% | — | -0.46% | ||
| 34 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.92% | +1.18% | -44.18% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | -0.06% | +95.99% | |
| 36 | TDG | Transdigm Group Inc | 股票-工业 | 0.84% | -0.79% | EXIT | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.75% | +0.04% | +0.06% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.69% | -0.65% | EXIT | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.68% | -0.10% | — | |
| 40 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.62% | -0.56% | EXIT | |
| 41 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.61% | -0.01% | -0.34% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | -0.01% | +1.24% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.04% | +0.42% | |
| 44 | BALL | Ball CORP | 股票-周期性消费 | 0.44% | -0.15% | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | -0.08% | +0.59% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.30% | -0.32% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | -0.03% | +0.95% | |
| 48 | ✓ | 股票-其他 | 0.23% | — | — | ||
| 49 | ✓ | 股票-其他 | 0.21% | — | -7.14% | ||
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | -0.30% | 减仓 | |
| 2 | ✓ | +0.5% | -0.16% | 减仓 | |
| 3 | VTV | Vanguard Value ETF | +0.4% | +95.99% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.4% | -0.11% | 减仓 |
| 5 | AAPL | Apple Inc | +0.4% | -0.20% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | +4.14% | 加仓 |
| 7 | ✓ | +0.3% | -0.24% | 减仓 | |
| 8 | AMZN | Amazon.com Inc | +0.3% | -0.01% | 减仓 |
| 9 | ✓ | +0.2% | — | 不变 | |
| 10 | SCHF | Schwab Intl Equity ETF | +0.2% | +0.14% | 加仓 |
| 11 | ✓ | +0.1% | -0.46% | 减仓 | |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.05% | 减仓 |
| 13 | ✓ | +0.1% | -0.05% | 减仓 | |
| 14 | ✓ | +0.1% | -0.08% | 减仓 | |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +0.39% | 加仓 |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.00% | 加仓 |
| 17 | JNJ | Johnson & Johnson | 0% | +0.59% | 加仓 |
| 18 | ✓ | 0% | -7.14% | 减仓 | |
| 19 | ✓ | 0% | -0.23% | 减仓 | |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +8.01% | 加仓 |
| 21 | BALL | Ball CORP | 0% | — | 不变 |
| 22 | SCHA | Schwab US Small-cap ETF | 0% | +0.06% | 加仓 |
| 23 | ✓ | 0% | -0.20% | 减仓 | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.85% | 加仓 |
| 25 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.42% | 加仓 |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +2.21% | 加仓 |
| 28 | TDG | Transdigm Group Inc | 0% | -0.17% | 减仓 |
| 29 | ✓ | 0% | — | 不变 | |
| 30 | MS | Morgan Stanley | 0% | — | 不变 |
| 31 | ✓ | 0% | -0.84% | 减仓 | |
| 32 | MCO | Moody's CORP | 0% | — | 不变 |
| 33 | ✓ | 0% | — | 不变 | |
| 34 | IBM | Intl Business Machines CORP | 0% | -0.22% | 减仓 |
| 35 | SCHW | Schwab (charles) CORP | 0% | — | 不变 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.95% | 加仓 |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +1.21% | 加仓 |
| 38 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 39 | BKNG | Booking Holdings Inc | — | -0.48% | 减仓 |
| 40 | NOC | Northrop Grumman CORP | — | — | 不变 |
| 41 | ✓ | — | +1.03% | 加仓 | |
| 42 | ✓ | — | -4.34% | 减仓 | |
| 43 | SCHB | Schwab US Broad Market ETF | — | +1.49% | 加仓 |
| 44 | ABT | Abbott Laboratories | — | — | 不变 |
| 45 | ✓ | — | — | 不变 | |
| 46 | TXRH | Texas Roadhouse Inc | — | -0.34% | 减仓 |
| 47 | NSC | Norfolk Southern CORP | — | — | 不变 |
| 48 | FE | Firstenergy CORP | — | — | 不变 |
| 49 | PEP | Pepsico Inc | — | — | 不变 |
| 50 | ✓ | — | +100.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Broadleaf Partners, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 82 个公开持股仓位。
在 Q4 2025 季度，Broadleaf Partners, LLC 按市值排列的前三大核心持股分别为： (7.4%)、MSFT (6.2%)、 (5.5%)。其中最大持股仓位 占据整体投资组合约 7.4% 的权重。
在 Q4 2025 季度中，Broadleaf Partners, LLC 共进行了 62 项持仓异动，包含新建仓 4 个仓位、加仓 27 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PWR。 本季清仓仓位包含 PGR。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。